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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,625 shares; 2024Q4: 615,674 shares; 2025Q1: 607,119 shares; 2025Q2: 601,208 shares; 2025Q3: 596,691 shares 596,691 $398M 9.69% -4,517 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805,322 shares; 2024Q4: 3,798,305 shares; 2025Q1: 3,788,245 shares; 2025Q2: 3,796,616 shares; 2025Q3: 3,798,130 shares 3,798,130 $367M 8.94% +1,514 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,767 shares; 2024Q4: 890,840 shares; 2025Q1: 868,950 shares; 2025Q2: 838,266 shares; 2025Q3: 828,158 shares 828,158 $200M 4.89% -10,108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,091 shares; 2024Q4: 196,617 shares; 2025Q1: 240,875 shares; 2025Q2: 269,806 shares; 2025Q3: 286,899 shares 286,899 $176M 4.28% +17,093 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587,069 shares; 2024Q4: 1,584,791 shares; 2025Q1: 1,516,188 shares; 2025Q2: 1,515,241 shares; 2025Q3: 1,571,499 shares 1,571,499 $130M 3.16% +56,258 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,428 shares; 2024Q4: 434,285 shares; 2025Q1: 435,365 shares; 2025Q2: 435,607 shares; 2025Q3: 435,268 shares 435,268 $109M 2.67% -339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361,908 shares; 2024Q4: 1,369,900 shares; 2025Q1: 1,374,601 shares; 2025Q2: 1,394,825 shares; 2025Q3: 1,426,860 shares 1,426,860 $106M 2.59% +32,035 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,652 shares; 2024Q4: 276,967 shares; 2025Q1: 275,050 shares; 2025Q2: 275,620 shares; 2025Q3: 280,811 shares 280,811 $92.2M 2.25% +5,191 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,458 shares; 2024Q4: 249,903 shares; 2025Q1: 248,562 shares; 2025Q2: 247,705 shares; 2025Q3: 246,924 shares 246,924 $90.2M 2.2% -781 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,473 shares; 2024Q4: 133,782 shares; 2025Q1: 133,213 shares; 2025Q2: 131,452 shares; 2025Q3: 131,513 shares 131,513 $88M 2.15% +61 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,504 shares; 2024Q4: 329,305 shares; 2025Q1: 337,850 shares; 2025Q2: 341,099 shares; 2025Q3: 339,614 shares 339,614 $86.5M 2.11% -1,485 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,338 shares; 2024Q4: 777,876 shares; 2025Q1: 746,275 shares; 2025Q2: 768,291 shares; 2025Q3: 811,834 shares 811,834 $70.9M 1.73% +43,543 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,581 shares; 2024Q4: 750,384 shares; 2025Q1: 716,473 shares; 2025Q2: 709,464 shares; 2025Q3: 707,619 shares 707,619 $66.1M 1.61% -1,845 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,951 shares; 2024Q4: 139,357 shares; 2025Q1: 137,927 shares; 2025Q2: 128,978 shares; 2025Q3: 129,196 shares 129,196 $60.5M 1.48% +218 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226,122 shares; 2024Q4: 1,388,227 shares; 2025Q1: 1,362,560 shares; 2025Q2: 1,235,515 shares; 2025Q3: 1,141,191 shares 1,141,191 $57.5M 1.4% -94,324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,979 shares; 2024Q4: 710,062 shares; 2025Q1: 693,759 shares; 2025Q2: 712,922 shares; 2025Q3: 747,248 shares 747,248 $54.9M 1.34% +34,326 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,774 shares; 2024Q4: 89,368 shares; 2025Q1: 88,347 shares; 2025Q2: 86,652 shares; 2025Q3: 86,664 shares 86,664 $52M 1.27% +12 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,712 shares; 2024Q4: 479,822 shares; 2025Q1: 488,995 shares; 2025Q2: 487,552 shares; 2025Q3: 496,267 shares 496,267 $49.7M 1.21% +8,715 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,095 shares; 2024Q4: 319,992 shares; 2025Q1: 326,156 shares; 2025Q2: 329,913 shares; 2025Q3: 334,634 shares 334,634 $47.7M 1.16% +4,721 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,138 shares; 2024Q4: 349,331 shares; 2025Q1: 342,268 shares; 2025Q2: 337,660 shares; 2025Q3: 330,633 shares 330,633 $46.2M 1.13% -7,027 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,068 shares; 2024Q4: 289,605 shares; 2025Q1: 278,190 shares; 2025Q2: 266,461 shares; 2025Q3: 258,535 shares 258,535 $45.7M 1.11% -7,926 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,505 shares; 2024Q4: 731,310 shares; 2025Q1: 708,737 shares; 2025Q2: 697,291 shares; 2025Q3: 693,955 shares 693,955 $45.1M 1.1% -3,336 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,523 shares; 2024Q4: 104,638 shares; 2025Q1: 126,697 shares; 2025Q2: 142,798 shares; 2025Q3: 150,511 shares 150,511 $44.2M 1.08% +7,713 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,853 shares; 2024Q4: 295,675 shares; 2025Q1: 298,168 shares; 2025Q2: 299,320 shares; 2025Q3: 306,318 shares 306,318 $43.5M 1.06% +6,998 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,729 shares; 2024Q4: 71,445 shares; 2025Q1: 72,174 shares; 2025Q2: 72,254 shares; 2025Q3: 70,907 shares 70,907 $36.7M 0.9% -1,347 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,448 shares; 2024Q4: 107,973 shares; 2025Q1: 106,896 shares; 2025Q2: 104,873 shares; 2025Q3: 101,867 shares 101,867 $36.2M 0.88% -3,006 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,670 shares; 2024Q4: 89,825 shares; 2025Q1: 89,832 shares; 2025Q2: 89,901 shares; 2025Q3: 89,298 shares 89,298 $36.2M 0.88% -603 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,873 shares; 2024Q4: 121,942 shares; 2025Q1: 126,101 shares; 2025Q2: 131,788 shares; 2025Q3: 134,737 shares 134,737 $34.3M 0.84% +2,949 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,050 shares; 2024Q4: 362,805 shares; 2025Q1: 386,185 shares; 2025Q2: 428,714 shares; 2025Q3: 553,766 shares 553,766 $32.8M 0.8% +125,052 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,140 shares; 2025Q1: 185,460 shares; 2025Q2: 308,028 shares; 2025Q3: 332,090 shares 332,090 $32.5M 0.79% +24,062 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,538 shares; 2024Q4: 127,273 shares; 2025Q1: 128,861 shares; 2025Q2: 128,173 shares; 2025Q3: 127,454 shares 127,454 $28M 0.68% -719 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,974 shares; 2024Q4: 485,523 shares; 2025Q1: 571,191 shares; 2025Q2: 588,862 shares; 2025Q3: 627,337 shares 627,337 $27.9M 0.68% +38,475 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,898 shares; 2024Q4: 111,053 shares; 2025Q1: 113,749 shares; 2025Q2: 115,669 shares; 2025Q3: 122,209 shares 122,209 $26.4M 0.64% +6,540 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,688 shares; 2024Q4: 135,574 shares; 2025Q1: 133,918 shares; 2025Q2: 133,535 shares; 2025Q3: 127,104 shares 127,104 $25.9M 0.63% -6,431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $24.9M 0.61% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,128 shares; 2024Q4: 296,011 shares; 2025Q1: 302,350 shares; 2025Q2: 306,824 shares; 2025Q3: 311,574 shares 311,574 $22.7M 0.55% +4,750 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,983 shares; 2024Q4: 52,892 shares; 2025Q1: 66,803 shares; 2025Q2: 66,477 shares; 2025Q3: 65,963 shares 65,963 $20.8M 0.51% -514 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,012 shares; 2024Q4: 193,241 shares; 2025Q1: 187,774 shares; 2025Q2: 193,558 shares; 2025Q3: 194,671 shares 194,671 $20.7M 0.51% +1,113 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,295 shares; 2024Q4: 46,848 shares; 2025Q1: 46,256 shares; 2025Q2: 44,372 shares; 2025Q3: 44,474 shares 44,474 $20.6M 0.5% +102 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,719 shares; 2024Q4: 322,093 shares; 2025Q1: 319,196 shares; 2025Q2: 315,405 shares; 2025Q3: 330,217 shares 330,217 $20.3M 0.5% +14,812 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,726 shares; 2024Q4: 100,343 shares; 2025Q1: 100,000 shares; 2025Q2: 102,383 shares; 2025Q3: 100,430 shares 100,430 $18.7M 0.46% -1,953 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,933 shares; 2024Q4: 439,779 shares; 2025Q1: 436,981 shares; 2025Q2: 436,153 shares; 2025Q3: 421,124 shares 421,124 $17.8M 0.44% -15,029 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,716 shares; 2024Q4: 62,171 shares; 2025Q1: 60,968 shares; 2025Q2: 56,327 shares; 2025Q3: 55,128 shares 55,128 $17.6M 0.43% -1,199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,625 shares; 2024Q4: 60,035 shares; 2025Q1: 59,279 shares; 2025Q2: 59,325 shares; 2025Q3: 60,812 shares 60,812 $17.1M 0.42% +1,487 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,897 shares; 2024Q4: 66,925 shares; 2025Q1: 70,790 shares; 2025Q2: 71,163 shares; 2025Q3: 69,443 shares 69,443 $16.9M 0.41% -1,720 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,319 shares; 2024Q4: 843,319 shares; 2025Q1: 842,953 shares; 2025Q2: 842,953 shares; 2025Q3: 842,953 shares 842,953 $16.5M 0.4% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,569 shares; 2024Q4: 61,244 shares; 2025Q1: 63,308 shares; 2025Q2: 63,869 shares; 2025Q3: 62,106 shares 62,106 $15.1M 0.37% -1,763 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449,699 shares; 2024Q4: 1,400,075 shares; 2025Q1: 1,368,839 shares; 2025Q2: 1,093,375 shares; 2025Q3: 1,010,905 shares 1,010,905 $14.6M 0.36% -82,470 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,038 shares; 2024Q4: 315,038 shares; 2025Q1: 314,579 shares; 2025Q2: 314,579 shares; 2025Q3: 314,579 shares 314,579 $14.2M 0.35% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,899 shares; 2024Q4: 291,236 shares; 2025Q1: 345,638 shares; 2025Q2: 348,632 shares; 2025Q3: 271,588 shares 271,588 $13.8M 0.34% -77,044 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,169 shares; 2024Q4: 196,940 shares; 2025Q1: 195,032 shares; 2025Q2: 180,805 shares; 2025Q3: 175,586 shares 175,586 $13.6M 0.33% -5,219 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,494 shares; 2024Q4: 73,334 shares; 2025Q1: 71,409 shares; 2025Q2: 71,816 shares; 2025Q3: 70,804 shares 70,804 $13.1M 0.32% -1,012 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,062 shares; 2024Q4: 179,836 shares; 2025Q1: 181,281 shares; 2025Q2: 181,281 shares; 2025Q3: 181,281 shares 181,281 $12.9M 0.32% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,733 shares; 2024Q4: 81,922 shares; 2025Q1: 82,518 shares; 2025Q2: 82,571 shares; 2025Q3: 70,735 shares 70,735 $11.8M 0.29% -11,836 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,680 shares; 2024Q4: 191,521 shares; 2025Q1: 186,024 shares; 2025Q2: 184,526 shares; 2025Q3: 180,466 shares 180,466 $11.8M 0.29% -4,060 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 39,420 shares; 2025Q1: 39,848 shares; 2025Q2: 40,794 shares; 2025Q3: 39,945 shares 39,945 $11.2M 0.27% -849 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,247 shares; 2024Q4: 23,799 shares; 2025Q1: 23,148 shares; 2025Q2: 23,320 shares; 2025Q3: 22,163 shares 22,163 $11.1M 0.27% -1,157 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,687 shares; 2024Q4: 60,372 shares; 2025Q1: 60,635 shares; 2025Q2: 59,559 shares; 2025Q3: 71,358 shares 71,358 $11.1M 0.27% +11,799 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,247 shares; 2024Q4: 47,157 shares; 2025Q1: 132,675 shares; 2025Q2: 129,254 shares; 2025Q3: 100,057 shares 100,057 $11.1M 0.27% -29,197 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,061 shares; 2024Q4: 191,983 shares; 2025Q1: 135,613 shares; 2025Q2: 135,613 shares; 2025Q3: 135,613 shares 135,613 $10.8M 0.26% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,321 shares; 2024Q4: 72,526 shares; 2025Q1: 75,800 shares; 2025Q2: 73,959 shares; 2025Q3: 76,425 shares 76,425 $10.8M 0.26% +2,466 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,903 shares; 2024Q4: 84,236 shares; 2025Q1: 82,140 shares; 2025Q2: 82,124 shares; 2025Q3: 86,267 shares 86,267 $10.2M 0.25% +4,143 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,606 shares; 2024Q4: 123,376 shares; 2025Q1: 123,072 shares; 2025Q2: 114,047 shares; 2025Q3: 111,071 shares 111,071 $10.1M 0.25% -2,976 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 13,178 shares; 2025Q1: 13,541 shares; 2025Q2: 13,832 shares; 2025Q3: 13,643 shares 13,643 $10M 0.24% -189 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,332 shares; 2024Q4: 344,270 shares; 2025Q1: 338,309 shares; 2025Q2: 312,993 shares; 2025Q3: 313,463 shares 313,463 $9.91M 0.24% +470 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,640 shares; 2024Q4: 159,971 shares; 2025Q1: 145,086 shares; 2025Q2: 146,239 shares; 2025Q3: 149,353 shares 149,353 $9.85M 0.24% +3,114 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,133 shares; 2024Q4: 424,643 shares; 2025Q1: 400,243 shares; 2025Q2: 398,197 shares; 2025Q3: 381,362 shares 381,362 $9.43M 0.23% -16,835 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,235 shares; 2024Q4: 75,727 shares; 2025Q1: 78,049 shares; 2025Q2: 80,417 shares; 2025Q3: 81,345 shares 81,345 $9.17M 0.22% +928 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,496 shares; 2024Q4: 79,393 shares; 2025Q1: 95,801 shares; 2025Q2: 96,983 shares; 2025Q3: 95,500 shares 95,500 $9.12M 0.22% -1,483 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,618 shares; 2024Q4: 89,449 shares; 2025Q1: 88,146 shares; 2025Q2: 87,381 shares; 2025Q3: 88,661 shares 88,661 $9M 0.22% +1,280 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,697 shares; 2024Q4: 105,583 shares; 2025Q1: 105,583 shares; 2025Q2: 105,144 shares; 2025Q3: 105,144 shares 105,144 $8.72M 0.21% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,914 shares; 2024Q4: 170,911 shares; 2025Q1: 169,600 shares; 2025Q2: 165,227 shares; 2025Q3: 161,680 shares 161,680 $8.71M 0.21% -3,547 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,016 shares; 2024Q4: 127,177 shares; 2025Q1: 128,693 shares; 2025Q2: 131,102 shares; 2025Q3: 130,417 shares 130,417 $8.65M 0.21% -685 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,623 shares; 2024Q4: 25,663 shares; 2025Q1: 25,573 shares; 2025Q2: 25,202 shares; 2025Q3: 25,216 shares 25,216 $8.38M 0.2% +14 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,975 shares; 2024Q4: 99,858 shares; 2025Q1: 109,512 shares; 2025Q2: 110,770 shares; 2025Q3: 110,928 shares 110,928 $8.36M 0.2% +158 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,538 shares; 2024Q4: 146,321 shares; 2025Q1: 144,534 shares; 2025Q2: 137,977 shares; 2025Q3: 133,453 shares 133,453 $8.27M 0.2% -4,524 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,420 shares; 2024Q4: 10,678 shares; 2025Q1: 10,762 shares; 2025Q2: 10,734 shares; 2025Q3: 10,778 shares 10,778 $8.22M 0.2% +44 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,428 shares; 2024Q4: 57,406 shares; 2025Q1: 57,191 shares; 2025Q2: 56,983 shares; 2025Q3: 56,838 shares 56,838 $8.22M 0.2% -145 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,428 shares; 2024Q4: 37,617 shares; 2025Q1: 29,695 shares; 2025Q2: 29,757 shares; 2025Q3: 29,218 shares 29,218 $8M 0.2% -539 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,131 shares; 2024Q4: 50,015 shares; 2025Q1: 50,014 shares; 2025Q2: 50,808 shares; 2025Q3: 50,572 shares 50,572 $7.77M 0.19% -236 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,024 shares; 2024Q4: 27,116 shares; 2025Q1: 27,622 shares; 2025Q2: 27,931 shares; 2025Q3: 27,660 shares 27,660 $7.73M 0.19% -271 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,457 shares; 2024Q4: 73,222 shares; 2025Q1: 72,017 shares; 2025Q2: 74,976 shares; 2025Q3: 71,733 shares 71,733 $7.71M 0.19% -3,243 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,301 shares; 2024Q4: 155,172 shares; 2025Q1: 158,089 shares; 2025Q2: 159,085 shares; 2025Q3: 175,068 shares 175,068 $7.69M 0.19% +15,983 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,993 shares; 2024Q4: 66,909 shares; 2025Q1: 65,516 shares; 2025Q2: 65,238 shares; 2025Q3: 65,572 shares 65,572 $7.28M 0.18% +334 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,562 shares; 2024Q4: 64,587 shares; 2025Q1: 67,258 shares; 2025Q2: 68,889 shares; 2025Q3: 68,062 shares 68,062 $7.01M 0.17% -827 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,160 shares; 2024Q4: 52,301 shares; 2025Q1: 109,454 shares; 2025Q2: 112,264 shares; 2025Q3: 140,804 shares 140,804 $6.96M 0.17% +28,540 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,375 shares; 2024Q4: 89,642 shares; 2025Q1: 97,745 shares; 2025Q2: 117,276 shares; 2025Q3: 82,306 shares 82,306 $6.94M 0.17% -34,970 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 11,771 shares; 2025Q1: 11,771 shares; 2025Q2: 11,771 shares; 2025Q3: 11,771 shares 11,771 $6.68M 0.16% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,531 shares; 2025Q1: 20,406 shares; 2025Q2: 40,889 shares; 2025Q3: 42,259 shares 42,259 $6.59M 0.16% +1,370 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,116 shares; 2024Q4: 37,142 shares; 2025Q1: 35,307 shares; 2025Q2: 30,277 shares; 2025Q3: 76,273 shares 76,273 $6.4M 0.16% +45,996 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,438 shares; 2024Q4: 20,789 shares; 2025Q1: 20,041 shares; 2025Q2: 20,901 shares; 2025Q3: 19,149 shares 19,149 $6.32M 0.15% -1,752 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,506 shares; 2024Q4: 61,011 shares; 2025Q1: 63,332 shares; 2025Q2: 63,669 shares; 2025Q3: 64,627 shares 64,627 $6.23M 0.15% +958 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,850 shares; 2024Q4: 102,044 shares; 2025Q1: 100,495 shares; 2025Q2: 199,818 shares; 2025Q3: 197,209 shares 197,209 $6.2M 0.15% -2,609 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,854 shares; 2024Q4: 15,548 shares; 2025Q1: 15,573 shares; 2025Q2: 15,695 shares; 2025Q3: 15,682 shares 15,682 $5.8M 0.14% -13 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,045 shares; 2024Q4: 45,606 shares; 2025Q1: 46,783 shares; 2025Q2: 46,761 shares; 2025Q3: 47,573 shares 47,573 $5.69M 0.14% +812 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,277 shares; 2024Q4: 36,004 shares; 2025Q1: 35,414 shares; 2025Q2: 30,472 shares; 2025Q3: 30,621 shares 30,621 $5.47M 0.13% +149 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,049 shares; 2024Q4: 22,065 shares; 2025Q1: 22,776 shares; 2025Q2: 23,194 shares; 2025Q3: 23,103 shares 23,103 $5.35M 0.13% -91 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,160 shares; 2024Q4: 31,631 shares; 2025Q1: 31,851 shares; 2025Q2: 32,216 shares; 2025Q3: 36,454 shares 36,454 $5.12M 0.12% +4,238 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: 15,891 shares; 2025Q1: 15,937 shares; 2025Q2: 15,163 shares; 2025Q3: 14,955 shares 14,955 $5.11M 0.12% -208 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,733 shares; 2024Q4: 140,958 shares; 2025Q1: 119,149 shares; 2025Q2: 109,287 shares; 2025Q3: 106,830 shares 106,830 $5.08M 0.12% -2,457 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,673 shares; 2024Q4: 14,929 shares; 2025Q1: 14,775 shares; 2025Q2: 14,927 shares; 2025Q3: 14,618 shares 14,618 $5.05M 0.12% -309 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,406 shares; 2024Q4: 8,411 shares; 2025Q1: 8,361 shares; 2025Q2: 8,361 shares; 2025Q3: 8,404 shares 8,404 $5.01M 0.12% +43 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,079 shares; 2025Q1: 39,000 shares; 2025Q2: 39,020 shares; 2025Q3: 50,359 shares 50,359 $4.96M 0.12% +11,339 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,734 shares; 2024Q4: 17,594 shares; 2025Q1: 17,628 shares; 2025Q2: 17,819 shares; 2025Q3: 17,456 shares 17,456 $4.93M 0.12% -363 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,883 shares; 2024Q4: 34,642 shares; 2025Q1: 34,642 shares; 2025Q2: 34,642 shares; 2025Q3: 34,642 shares 34,642 $4.92M 0.12% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,581 shares; 2024Q4: 101,813 shares; 2025Q1: 101,535 shares; 2025Q2: 101,535 shares; 2025Q3: 101,352 shares 101,352 $4.9M 0.12% -183 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,123 shares; 2024Q4: 104,837 shares; 2025Q1: 96,177 shares; 2025Q2: 93,505 shares; 2025Q3: 91,618 shares 91,618 $4.89M 0.12% -1,887 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,581 shares; 2024Q4: 79,926 shares; 2025Q1: 94,402 shares; 2025Q2: 136,569 shares; 2025Q3: 136,602 shares 136,602 $4.85M 0.12% +33 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 30,213 shares; 2025Q1: 28,718 shares; 2025Q2: 28,013 shares; 2025Q3: 28,662 shares 28,662 $4.42M 0.11% +649 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,939 shares; 2025Q1: 12,182 shares; 2025Q2: 8,209 shares; 2025Q3: 16,953 shares 16,953 $4.41M 0.11% +8,744 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,547 shares; 2024Q4: 155,847 shares; 2025Q1: 154,162 shares; 2025Q2: 154,628 shares; 2025Q3: 154,930 shares 154,930 $4.38M 0.11% +302 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,290 shares; 2024Q4: 31,451 shares; 2025Q1: 31,529 shares; 2025Q2: 31,767 shares; 2025Q3: 32,455 shares 32,455 $4.35M 0.11% +688 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,051 shares; 2024Q4: 24,195 shares; 2025Q1: 24,365 shares; 2025Q2: 23,861 shares; 2025Q3: 23,311 shares 23,311 $4.28M 0.1% -550 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,820 shares; 2024Q4: 65,431 shares; 2025Q1: 63,589 shares; 2025Q2: 63,151 shares; 2025Q3: 56,623 shares 56,623 $4.27M 0.1% -6,528 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,622 shares; 2025Q1: 45,178 shares; 2025Q2: 55,933 shares; 2025Q3: 158,472 shares 158,472 $4.27M 0.1% +102,539 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,918 shares; 2025Q1: 10,762 shares; 2025Q2: 17,126 shares; 2025Q3: 18,127 shares 18,127 $4.24M 0.1% +1,001 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,449 shares; 2025Q1: 4,818 shares; 2025Q2: 4,792 shares; 2025Q3: 4,562 shares 4,562 $4.22M 0.1% -230 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,230 shares; 2025Q3: 9,980 shares 9,980 $4.21M 0.1% -250 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 27,316 shares; 2025Q1: 46,151 shares; 2025Q2: 40,665 shares; 2025Q3: 113,989 shares 113,989 $3.92M 0.1% +73,324 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 16,117 shares; 2025Q1: 16,167 shares; 2025Q2: 16,142 shares; 2025Q3: 16,292 shares 16,292 $3.9M 0.1% +150 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,186 shares; 2024Q4: 67,186 shares; 2025Q1: 59,169 shares; 2025Q2: 57,261 shares; 2025Q3: 57,261 shares 57,261 $3.9M 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,922 shares; 2024Q4: 159,768 shares; 2025Q1: 145,978 shares; 2025Q2: 146,342 shares; 2025Q3: 141,950 shares 141,950 $3.88M 0.09% -4,392 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,699 shares; 2024Q4: 34,024 shares; 2025Q1: 34,974 shares; 2025Q2: 35,050 shares; 2025Q3: 36,164 shares 36,164 $3.86M 0.09% +1,114 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,584 shares; 2024Q4: 73,907 shares; 2025Q1: 135,570 shares; 2025Q2: 136,574 shares; 2025Q3: 137,303 shares 137,303 $3.84M 0.09% +729 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,584 shares; 2024Q4: 20,634 shares; 2025Q1: 20,634 shares; 2025Q2: 20,634 shares; 2025Q3: 20,309 shares 20,309 $3.8M 0.09% -325 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,108 shares; 2024Q4: 62,179 shares; 2025Q1: 58,441 shares; 2025Q2: 54,139 shares; 2025Q3: 54,654 shares 54,654 $3.79M 0.09% +515 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,340 shares; 2025Q1: 19,070 shares; 2025Q2: 26,245 shares; 2025Q3: 49,163 shares 49,163 $3.76M 0.09% +22,918 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,433 shares; 2024Q4: 31,829 shares; 2025Q1: 32,681 shares; 2025Q2: 32,111 shares; 2025Q3: 31,474 shares 31,474 $3.74M 0.09% -637 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,534 shares; 2024Q4: 19,785 shares; 2025Q1: 18,787 shares; 2025Q2: 19,012 shares; 2025Q3: 18,795 shares 18,795 $3.73M 0.09% -217 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,549 shares 19,549 $3.71M 0.09% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,798 shares; 2024Q4: 96,906 shares; 2025Q1: 139,857 shares; 2025Q2: 168,928 shares; 2025Q3: 160,286 shares 160,286 $3.68M 0.09% -8,642 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,932 shares; 2024Q4: 85,645 shares; 2025Q1: 107,186 shares; 2025Q2: 120,762 shares; 2025Q3: 77,395 shares 77,395 $3.66M 0.09% -43,367 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 9,642 shares; 2025Q1: 32,288 shares; 2025Q2: 35,335 shares; 2025Q3: 40,637 shares 40,637 $3.63M 0.09% +5,302 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,737 shares; 2024Q4: 13,466 shares; 2025Q1: 13,857 shares; 2025Q2: 18,103 shares; 2025Q3: 17,134 shares 17,134 $3.61M 0.09% -969 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,751 shares; 2025Q2: 109,223 shares; 2025Q3: 110,600 shares 110,600 $3.57M 0.09% +1,377 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,573 shares; 2024Q4: 51,709 shares; 2025Q1: 51,009 shares; 2025Q2: 51,553 shares; 2025Q3: 52,217 shares 52,217 $3.54M 0.09% +664 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,040 shares; 2024Q4: 115,104 shares; 2025Q1: 130,588 shares; 2025Q2: 132,460 shares; 2025Q3: 155,005 shares 155,005 $3.53M 0.09% +22,545 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,526 shares; 2024Q4: 31,575 shares; 2025Q1: 43,615 shares; 2025Q2: 56,403 shares; 2025Q3: 56,761 shares 56,761 $3.49M 0.08% +358 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,289 shares; 2024Q4: 48,623 shares; 2025Q1: 49,973 shares; 2025Q2: 51,012 shares; 2025Q3: 50,845 shares 50,845 $3.48M 0.08% -167 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,643 shares; 2025Q1: 3,497 shares; 2025Q2: 3,497 shares; 2025Q3: 50,427 shares 50,427 $3.38M 0.08% +46,930 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,502 shares; 2025Q1: 14,955 shares; 2025Q2: 21,863 shares; 2025Q3: 27,811 shares 27,811 $3.35M 0.08% +5,948 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,688 shares; 2025Q2: 35,694 shares; 2025Q3: 42,983 shares 42,983 $3.3M 0.08% +7,289 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 11,334 shares; 2025Q1: 11,334 shares; 2025Q2: 11,340 shares; 2025Q3: 11,190 shares 11,190 $3.28M 0.08% -150 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,802 shares; 2024Q4: 40,861 shares; 2025Q1: 26,990 shares; 2025Q2: 27,319 shares; 2025Q3: 27,085 shares 27,085 $3.27M 0.08% -234 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,788 shares 5,788 $3.25M 0.08% -181 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,298 shares; 2025Q2: 66,705 shares; 2025Q3: 68,483 shares 68,483 $3.24M 0.08% +1,778 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,937 shares; 2025Q1: 5,893 shares; 2025Q2: 5,832 shares; 2025Q3: 5,663 shares 5,663 $3.22M 0.08% -169 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,439 shares; 2024Q4: 35,029 shares; 2025Q1: 34,704 shares; 2025Q2: 30,209 shares; 2025Q3: 28,854 shares 28,854 $3.22M 0.08% -1,355 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 12,607 shares; 2025Q1: 12,221 shares; 2025Q2: 11,087 shares; 2025Q3: 9,269 shares 9,269 $3.2M 0.08% -1,818 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 22,243 shares; 2025Q1: 23,280 shares; 2025Q2: 22,758 shares; 2025Q3: 22,688 shares 22,688 $3.16M 0.08% -70 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,606 shares; 2025Q1: 6,546 shares; 2025Q2: 6,591 shares; 2025Q3: 6,586 shares 6,586 $3.14M 0.08% -5 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,327 shares; 2024Q4: 32,820 shares; 2025Q1: 31,149 shares; 2025Q2: 28,775 shares; 2025Q3: 28,094 shares 28,094 $3.12M 0.08% -681 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,490 shares; 2024Q4: 65,416 shares; 2025Q1: 56,241 shares; 2025Q2: 56,119 shares; 2025Q3: 37,924 shares 37,924 $3.11M 0.08% -18,195 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,347 shares; 2025Q3: 100,875 shares 100,875 $3.04M 0.07% +528 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 15,118 shares; 2025Q1: 15,618 shares; 2025Q2: 15,618 shares; 2025Q3: 15,696 shares 15,696 $3.03M 0.07% +78 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 30,421 shares; 2025Q1: 33,568 shares; 2025Q2: 41,470 shares; 2025Q3: 29,161 shares 29,161 $3.01M 0.07% -12,309 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,955 shares; 2024Q4: 32,545 shares; 2025Q1: 32,578 shares; 2025Q2: 30,922 shares; 2025Q3: 29,925 shares 29,925 $3M 0.07% -997 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 70,322 shares 70,322 $2.96M 0.07% +51,322 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,568 shares; 2024Q4: 57,943 shares; 2025Q1: 59,130 shares; 2025Q2: 57,580 shares; 2025Q3: 54,395 shares 54,395 $2.94M 0.07% -3,185 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,991 shares; 2024Q4: 22,656 shares; 2025Q1: 22,856 shares; 2025Q2: 22,756 shares; 2025Q3: 22,756 shares 22,756 $2.92M 0.07% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,931 shares; 2024Q4: 24,931 shares; 2025Q1: 25,731 shares; 2025Q2: 25,731 shares; 2025Q3: 25,577 shares 25,577 $2.86M 0.07% -154 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,790 shares; 2024Q4: 28,068 shares; 2025Q1: 30,772 shares; 2025Q2: 31,231 shares; 2025Q3: 32,717 shares 32,717 $2.85M 0.07% +1,486 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,841 shares; 2024Q4: 7,661 shares; 2025Q1: 12,797 shares; 2025Q2: 13,028 shares; 2025Q3: 13,113 shares 13,113 $2.83M 0.07% +85 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,420 shares; 2024Q4: 13,050 shares; 2025Q1: 12,022 shares; 2025Q2: 12,180 shares; 2025Q3: 13,236 shares 13,236 $2.76M 0.07% +1,056 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 7,078 shares; 2025Q1: 7,078 shares; 2025Q2: 9,097 shares; 2025Q3: 8,956 shares 8,956 $2.76M 0.07% -141 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 17,446 shares; 2025Q1: 18,450 shares; 2025Q2: 22,239 shares; 2025Q3: 22,272 shares 22,272 $2.76M 0.07% +33 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,440 shares; 2025Q1: 2,377 shares; 2025Q2: 2,368 shares; 2025Q3: 2,294 shares 2,294 $2.75M 0.07% -74 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,059 shares; 2025Q3: 52,293 shares 52,293 $2.74M 0.07% +234 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,789 shares; 2025Q1: 33,466 shares; 2025Q2: 33,466 shares; 2025Q3: 33,514 shares 33,514 $2.7M 0.07% +48 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,509 shares; 2025Q1: 3,493 shares; 2025Q2: 3,505 shares; 2025Q3: 3,497 shares 3,497 $2.7M 0.07% -8 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,178 shares; 2025Q1: 4,671 shares; 2025Q2: 6,641 shares; 2025Q3: 6,071 shares 6,071 $2.7M 0.07% -570 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,427 shares; 2024Q4: 34,582 shares; 2025Q1: 38,946 shares; 2025Q2: 38,952 shares; 2025Q3: 43,438 shares 43,438 $2.68M 0.07% +4,486 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,078 shares; 2025Q1: 9,520 shares; 2025Q2: 9,833 shares; 2025Q3: 9,392 shares 9,392 $2.65M 0.06% -441 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,703 shares; 2025Q1: 51,845 shares; 2025Q2: 52,300 shares; 2025Q3: 52,591 shares 52,591 $2.65M 0.06% +291 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 8,934 shares; 2025Q1: 8,676 shares; 2025Q2: 8,622 shares; 2025Q3: 8,692 shares 8,692 $2.64M 0.06% +70 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,330 shares; 2024Q4: 40,034 shares; 2025Q1: 39,601 shares; 2025Q2: 43,722 shares; 2025Q3: 43,733 shares 43,733 $2.62M 0.06% +11 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,715 shares; 2024Q4: 34,391 shares; 2025Q1: 33,598 shares; 2025Q2: 32,906 shares; 2025Q3: 33,081 shares 33,081 $2.59M 0.06% +175 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,699 shares; 2025Q1: 10,699 shares; 2025Q2: 10,699 shares; 2025Q3: 10,699 shares 10,699 $2.59M 0.06% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 17,210 shares; 2025Q1: 17,023 shares; 2025Q2: 16,076 shares; 2025Q3: 15,417 shares 15,417 $2.56M 0.06% -659 Timeline BLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,317 shares; 2024Q4: 41,112 shares; 2025Q1: 36,099 shares; 2025Q2: 37,388 shares; 2025Q3: 36,065 shares 36,065 $2.56M 0.06% -1,323 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,512 shares; 2025Q1: 7,341 shares; 2025Q2: 7,341 shares; 2025Q3: 7,341 shares 7,341 $2.54M 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,016 shares; 2024Q4: 21,663 shares; 2025Q1: 21,991 shares; 2025Q2: 22,142 shares; 2025Q3: 22,261 shares 22,261 $2.5M 0.06% +119 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 5,642 shares; 2025Q1: 8,310 shares; 2025Q2: 8,626 shares; 2025Q3: 8,673 shares 8,673 $2.5M 0.06% +47 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 7,482 shares; 2025Q1: 7,492 shares; 2025Q2: 7,551 shares; 2025Q3: 7,492 shares 7,492 $2.49M 0.06% -59 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,684 shares; 2024Q4: 41,440 shares; 2025Q1: 30,979 shares; 2025Q2: 21,833 shares; 2025Q3: 21,767 shares 21,767 $2.49M 0.06% -66 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,886 shares; 2024Q4: 6,800 shares; 2025Q1: 7,387 shares; 2025Q2: 7,924 shares; 2025Q3: 8,159 shares 8,159 $2.45M 0.06% +235 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 12,434 shares; 2025Q1: 12,442 shares; 2025Q2: 12,442 shares; 2025Q3: 11,700 shares 11,700 $2.4M 0.06% -742 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 16,494 shares; 2025Q1: 16,278 shares; 2025Q2: 16,278 shares; 2025Q3: 16,278 shares 16,278 $2.4M 0.06% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,281 shares; 2024Q4: 60,029 shares; 2025Q1: 79,816 shares; 2025Q2: 65,882 shares; 2025Q3: 44,794 shares 44,794 $2.38M 0.06% -21,088 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,278 shares; 2024Q4: 21,750 shares; 2025Q1: 18,327 shares; 2025Q2: 18,495 shares; 2025Q3: 19,216 shares 19,216 $2.35M 0.06% +721 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,272 shares; 2024Q4: 14,808 shares; 2025Q1: 16,153 shares; 2025Q2: 15,452 shares; 2025Q3: 14,800 shares 14,800 $2.35M 0.06% -652 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,947 shares; 2025Q3: 44,214 shares 44,214 $2.33M 0.06% +267 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,694 shares; 2025Q1: 176,431 shares; 2025Q2: 186,912 shares; 2025Q3: 190,024 shares 190,024 $2.32M 0.06% +3,112 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,620 shares; 2024Q4: 101,960 shares; 2025Q1: 104,833 shares; 2025Q2: 101,769 shares; 2025Q3: 102,344 shares 102,344 $2.31M 0.06% +575 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,821 shares; 2024Q4: 50,771 shares; 2025Q1: 50,710 shares; 2025Q2: 43,993 shares; 2025Q3: 43,518 shares 43,518 $2.31M 0.06% -475 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,340 shares; 2024Q4: 21,167 shares; 2025Q1: 50,246 shares; 2025Q2: 50,699 shares; 2025Q3: 51,564 shares 51,564 $2.27M 0.06% +865 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,915 shares; 2024Q4: 43,152 shares; 2025Q1: 44,564 shares; 2025Q2: 43,362 shares; 2025Q3: 43,920 shares 43,920 $2.27M 0.06% +558 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,214 shares; 2024Q4: 102,745 shares; 2025Q1: 93,268 shares; 2025Q2: 93,268 shares; 2025Q3: 88,712 shares 88,712 $2.23M 0.05% -4,556 DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,981 shares; 2025Q3: 23,358 shares 23,358 $2.23M 0.05% +3,377 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,652 shares; 2024Q4: 17,541 shares; 2025Q1: 17,665 shares; 2025Q2: 17,455 shares; 2025Q3: 17,114 shares 17,114 $2.21M 0.05% -341 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,987 shares; 2024Q4: 13,929 shares; 2025Q1: 14,243 shares; 2025Q2: 15,004 shares; 2025Q3: 15,346 shares 15,346 $2.2M 0.05% +342 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,014 shares; 2024Q4: 535,602 shares; 2025Q1: 214,676 shares; 2025Q2: 215,434 shares; 2025Q3: 109,960 shares 109,960 $2.15M 0.05% -105,474 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,883 shares; 2024Q4: 42,835 shares; 2025Q1: 42,835 shares; 2025Q2: 42,754 shares; 2025Q3: 35,754 shares 35,754 $2.13M 0.05% -7,000 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 4,690 shares; 2025Q1: 5,564 shares; 2025Q2: 25,644 shares; 2025Q3: 26,091 shares 26,091 $2.12M 0.05% +447 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 8,159 shares; 2025Q1: 8,134 shares; 2025Q2: 8,134 shares; 2025Q3: 8,114 shares 8,114 $2.12M 0.05% -20 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,428 shares; 2024Q4: 1,002,482 shares; 2025Q1: 592,510 shares; 2025Q2: 467,420 shares; 2025Q3: 455,939 shares 455,939 $2.07M 0.05% -11,481 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 12,726 shares; 2025Q1: 12,592 shares; 2025Q2: 12,562 shares; 2025Q3: 11,828 shares 11,828 $2.06M 0.05% -734 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 11,820 shares; 2025Q1: 27,392 shares; 2025Q2: 27,592 shares; 2025Q3: 27,749 shares 27,749 $2.02M 0.05% +157 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,340 shares; 2024Q4: 23,335 shares; 2025Q1: 22,648 shares; 2025Q2: 22,501 shares; 2025Q3: 22,165 shares 22,165 $1.99M 0.05% -336 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,696 shares; 2024Q4: 74,637 shares; 2025Q1: 74,756 shares; 2025Q2: 74,823 shares; 2025Q3: 75,310 shares 75,310 $1.99M 0.05% +487 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,776 shares; 2025Q1: 10,749 shares; 2025Q2: 10,759 shares; 2025Q3: 10,832 shares 10,832 $1.97M 0.05% +73 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,350 shares 9,350 $1.91M 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 8,285 shares; 2025Q1: 7,164 shares; 2025Q2: 7,437 shares; 2025Q3: 7,967 shares 7,967 $1.89M 0.05% +530 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,591 shares; 2024Q4: 19,429 shares; 2025Q1: 5,070 shares; 2025Q2: 6,094 shares; 2025Q3: 6,060 shares 6,060 $1.85M 0.05% -34 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,893 shares; 2025Q3: 10,825 shares 10,825 $1.83M 0.04% -68 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,784 shares 72,784 $1.82M 0.04% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 12,429 shares; 2025Q1: 12,445 shares; 2025Q2: 12,447 shares; 2025Q3: 14,071 shares 14,071 $1.82M 0.04% +1,624 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,645 shares; 2024Q4: 59,870 shares; 2025Q1: 59,735 shares; 2025Q2: 59,787 shares; 2025Q3: 60,175 shares 60,175 $1.81M 0.04% +388 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,645 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,882 shares 1,882 $1.79M 0.04% +252 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,293 shares; 2024Q4: 9,122 shares; 2025Q1: 8,587 shares; 2025Q2: 8,337 shares; 2025Q3: 8,337 shares 8,337 $1.79M 0.04% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,929 shares; 2024Q4: 51,109 shares; 2025Q1: 50,981 shares; 2025Q2: 51,406 shares; 2025Q3: 51,733 shares 51,733 $1.79M 0.04% +327 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,690 shares; 2024Q4: 21,690 shares; 2025Q1: 21,690 shares; 2025Q2: 21,690 shares; 2025Q3: 21,690 shares 21,690 $1.79M 0.04% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,829 shares; 2024Q4: 67,439 shares; 2025Q1: 67,498 shares; 2025Q2: 67,556 shares; 2025Q3: 67,611 shares 67,611 $1.78M 0.04% +55 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,895 shares; 2024Q4: 21,997 shares; 2025Q1: 21,561 shares; 2025Q2: 21,579 shares; 2025Q3: 21,713 shares 21,713 $1.78M 0.04% +134 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 16,108 shares; 2025Q1: 16,108 shares; 2025Q2: 14,839 shares; 2025Q3: 14,879 shares 14,879 $1.76M 0.04% +40 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 12,543 shares; 2025Q1: 12,543 shares; 2025Q2: 12,548 shares; 2025Q3: 12,543 shares 12,543 $1.73M 0.04% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,913 shares; 2024Q4: 30,390 shares; 2025Q1: 30,059 shares; 2025Q2: 31,550 shares; 2025Q3: 31,836 shares 31,836 $1.72M 0.04% +286 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,870 shares; 2024Q4: 69,353 shares; 2025Q1: 69,187 shares; 2025Q2: 68,148 shares; 2025Q3: 67,653 shares 67,653 $1.72M 0.04% -495 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,732 shares; 2024Q4: 23,730 shares; 2025Q1: 23,547 shares; 2025Q2: 23,587 shares; 2025Q3: 18,581 shares 18,581 $1.7M 0.04% -5,006 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,461 shares; 2024Q4: 38,965 shares; 2025Q1: 39,173 shares; 2025Q2: 37,510 shares; 2025Q3: 41,332 shares 41,332 $1.68M 0.04% +3,822 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,223 shares; 2024Q4: 135,419 shares; 2025Q1: 88,482 shares; 2025Q2: 86,762 shares; 2025Q3: 89,142 shares 89,142 $1.67M 0.04% +2,380 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,595 shares; 2024Q4: 22,595 shares; 2025Q1: 22,595 shares; 2025Q2: 11,463 shares; 2025Q3: 11,282 shares 11,282 $1.66M 0.04% -181 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,259 shares; 2025Q3: 16,446 shares 16,446 $1.65M 0.04% +187 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,243 shares 64,243 $1.65M 0.04% new Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,240 shares; 2025Q3: 40,487 shares 40,487 $1.65M 0.04% +247 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,255 shares; 2024Q4: 23,388 shares; 2025Q1: 23,146 shares; 2025Q2: 23,351 shares; 2025Q3: 23,503 shares 23,503 $1.64M 0.04% +152 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,787 shares; 2024Q4: 156,837 shares; 2025Q1: 105,146 shares; 2025Q2: 105,707 shares; 2025Q3: 79,286 shares 79,286 $1.64M 0.04% -26,421 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,435 shares; 2025Q1: 4,790 shares; 2025Q2: 4,952 shares; 2025Q3: 5,351 shares 5,351 $1.62M 0.04% +399 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,636 shares; 2024Q4: 154,640 shares; 2025Q1: 35,195 shares; 2025Q2: 35,195 shares; 2025Q3: 35,195 shares 35,195 $1.61M 0.04% 0 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,443 shares; 2025Q3: 22,638 shares 22,638 $1.6M 0.04% +4,195 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,956 shares; 2024Q4: 61,292 shares; 2025Q1: 61,299 shares; 2025Q2: 41,600 shares; 2025Q3: 41,986 shares 41,986 $1.58M 0.04% +386 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,481 shares; 2024Q4: 11,841 shares; 2025Q1: 11,730 shares; 2025Q2: 12,378 shares; 2025Q3: 13,770 shares 13,770 $1.57M 0.04% +1,392 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 9,149 shares; 2025Q3: 9,168 shares 9,168 $1.57M 0.04% +19 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 15,248 shares; 2025Q1: 15,253 shares; 2025Q2: 11,585 shares; 2025Q3: 11,665 shares 11,665 $1.54M 0.04% +80 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,157 shares; 2024Q4: 14,608 shares; 2025Q1: 6,451 shares; 2025Q2: 6,478 shares; 2025Q3: 6,414 shares 6,414 $1.54M 0.04% -64 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,690 shares; 2025Q1: 19,705 shares; 2025Q2: 18,661 shares; 2025Q3: 19,853 shares 19,853 $1.51M 0.04% +1,192 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,688 shares; 2025Q1: 4,681 shares; 2025Q2: 5,747 shares; 2025Q3: 5,787 shares 5,787 $1.47M 0.04% +40 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,170 shares; 2024Q4: 107,615 shares; 2025Q1: 110,317 shares; 2025Q2: 38,769 shares; 2025Q3: 39,305 shares 39,305 $1.46M 0.04% +536 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,357 shares; 2025Q1: 107,925 shares; 2025Q2: 160,744 shares; 2025Q3: 162,513 shares 162,513 $1.46M 0.04% +1,769 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,373 shares; 2024Q4: 88,698 shares; 2025Q1: 84,937 shares; 2025Q2: 83,912 shares; 2025Q3: 83,397 shares 83,397 $1.44M 0.04% -515 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 9,392 shares; 2025Q1: 11,396 shares; 2025Q2: 11,509 shares; 2025Q3: 11,538 shares 11,538 $1.43M 0.03% +29 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: 17,187 shares; 2025Q1: 16,571 shares; 2025Q2: 16,471 shares; 2025Q3: 15,771 shares 15,771 $1.41M 0.03% -700 Timeline QQQM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,312 shares; 2025Q2: 4,156 shares; 2025Q3: 5,624 shares 5,624 $1.39M 0.03% +1,468 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,083 shares; 2025Q1: 2,999 shares; 2025Q2: 3,037 shares; 2025Q3: 2,925 shares 2,925 $1.39M 0.03% -112 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,337 shares; 2025Q1: 3,039 shares; 2025Q2: 3,099 shares; 2025Q3: 3,004 shares 3,004 $1.37M 0.03% -95 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,369 shares 40,369 $1.37M 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,886 shares; 2024Q4: 9,591 shares; 2025Q1: 6,228 shares; 2025Q2: 6,405 shares; 2025Q3: 6,472 shares 6,472 $1.34M 0.03% +67 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,910 shares; 2025Q3: 12,398 shares 12,398 $1.33M 0.03% +488 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,989 shares; 2024Q4: 13,154 shares; 2025Q1: 16,925 shares; 2025Q2: 16,991 shares; 2025Q3: 15,652 shares 15,652 $1.31M 0.03% -1,339 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,291 shares; 2025Q2: 24,313 shares; 2025Q3: 23,891 shares 23,891 $1.29M 0.03% -422 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,213 shares; 2024Q4: 37,213 shares; 2025Q1: 35,682 shares; 2025Q2: 35,682 shares; 2025Q3: 35,682 shares 35,682 $1.28M 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 4,264 shares 4,264 $1.28M 0.03% +10 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 19,599 shares; 2025Q1: 19,906 shares; 2025Q2: 19,462 shares; 2025Q3: 18,801 shares 18,801 $1.27M 0.03% -661 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 3,948 shares; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 3,926 shares 3,926 $1.27M 0.03% -20 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 12,502 shares; 2025Q1: 12,502 shares; 2025Q2: 12,452 shares; 2025Q3: 11,952 shares 11,952 $1.25M 0.03% -500 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,713 shares; 2025Q1: 4,139 shares; 2025Q2: 4,240 shares; 2025Q3: 4,337 shares 4,337 $1.25M 0.03% +97 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 6,518 shares; 2025Q1: 6,889 shares; 2025Q2: 6,799 shares; 2025Q3: 6,192 shares 6,192 $1.24M 0.03% -607 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 20,724 shares; 2025Q1: 18,649 shares; 2025Q2: 18,665 shares; 2025Q3: 18,788 shares 18,788 $1.23M 0.03% +123 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 7,869 shares; 2025Q1: 3,737 shares; 2025Q2: 3,740 shares; 2025Q3: 3,765 shares 3,765 $1.22M 0.03% +25 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,418 shares; 2024Q4: 35,599 shares; 2025Q1: 26,501 shares; 2025Q2: 26,738 shares; 2025Q3: 26,912 shares 26,912 $1.2M 0.03% +174 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,909 shares; 2025Q3: 13,264 shares 13,264 $1.19M 0.03% -39,645 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,495 shares 111,495 $1.19M 0.03% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 14,307 shares; 2025Q1: 15,157 shares; 2025Q2: 14,622 shares; 2025Q3: 12,371 shares 12,371 $1.19M 0.03% -2,251 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,688 shares; 2024Q4: 24,999 shares; 2025Q1: 26,549 shares; 2025Q2: 26,775 shares; 2025Q3: 34,334 shares 34,334 $1.15M 0.03% +7,559 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,363 shares; 2025Q1: 11,509 shares; 2025Q2: 11,483 shares; 2025Q3: 8,843 shares 8,843 $1.15M 0.03% -2,640 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 5,503 shares; 2025Q1: 6,185 shares; 2025Q2: 29,113 shares; 2025Q3: 29,172 shares 29,172 $1.14M 0.03% +59 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 646 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 974 shares 974 $1.14M 0.03% +195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,170 shares; 2025Q1: 4,181 shares; 2025Q2: 5,640 shares; 2025Q3: 6,079 shares 6,079 $1.13M 0.03% +439 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,860 shares; 2025Q1: 1,845 shares; 2025Q2: 1,800 shares; 2025Q3: 2,332 shares 2,332 $1.12M 0.03% +532 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,946 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,213 shares 3,213 $1.1M 0.03% +188 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,485 shares; 2025Q1: 4,485 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares 4,485 $1.09M 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 8,161 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares 8,336 $1.09M 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 5,919 shares; 2025Q1: 5,170 shares; 2025Q2: 4,933 shares; 2025Q3: 4,612 shares 4,612 $1.09M 0.03% -321 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,255 shares; 2024Q4: 23,344 shares; 2025Q1: 23,282 shares; 2025Q2: 14,982 shares; 2025Q3: 15,094 shares 15,094 $1.09M 0.03% +112 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,825 shares; 2025Q1: 13,801 shares; 2025Q2: 13,728 shares; 2025Q3: 13,792 shares 13,792 $1.08M 0.03% +64 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 15,516 shares; 2025Q1: 15,038 shares; 2025Q2: 15,249 shares; 2025Q3: 15,229 shares 15,229 $1.06M 0.03% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,627 shares; 2024Q4: 30,813 shares; 2025Q1: 26,228 shares; 2025Q2: 17,269 shares; 2025Q3: 16,589 shares 16,589 $1.05M 0.03% -680 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,372 shares; 2024Q4: 13,065 shares; 2025Q1: 9,355 shares; 2025Q2: 9,377 shares; 2025Q3: 9,213 shares 9,213 $1.05M 0.03% -164 Timeline PEBK PEOPLES BANCORP N C INC More: the full row for PEOPLES BANCORP N C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,745 shares; 2024Q4: 33,745 shares; 2025Q1: 33,745 shares; 2025Q2: 33,745 shares; 2025Q3: 33,745 shares 33,745 $1.03M 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 34,650 shares; 2025Q1: 34,650 shares; 2025Q2: 34,650 shares; 2025Q3: 34,650 shares 34,650 $1.03M 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,761 shares; 2025Q1: 3,854 shares; 2025Q2: 3,688 shares; 2025Q3: 3,666 shares 3,666 $1.02M 0.02% -22 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,898 shares; 2025Q1: 3,815 shares; 2025Q2: 3,745 shares; 2025Q3: 3,595 shares 3,595 $1.01M 0.02% -150 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 12,680 shares; 2025Q1: 12,680 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares 12,680 $1.01M 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,383 shares; 2025Q1: 2,377 shares; 2025Q2: 2,309 shares; 2025Q3: 2,064 shares 2,064 $1M 0.02% -245 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 9,493 shares; 2025Q1: 10,606 shares; 2025Q2: 10,694 shares; 2025Q3: 10,427 shares 10,427 $986K 0.02% -267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,390 shares; 2025Q1: 8,390 shares; 2025Q2: 7,720 shares; 2025Q3: 6,970 shares 6,970 $976K 0.02% -750 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 572 shares; 2025Q1: 574 shares; 2025Q2: 575 shares; 2025Q3: 577 shares 577 $964K 0.02% +2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 5,478 shares; 2025Q1: 5,106 shares; 2025Q2: 4,953 shares; 2025Q3: 4,968 shares 4,968 $955K 0.02% +15 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,703 shares; 2024Q4: 14,308 shares; 2025Q1: 13,746 shares; 2025Q2: 6,246 shares; 2025Q3: 5,869 shares 5,869 $952K 0.02% -377 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,072 shares; 2025Q2: 17,684 shares; 2025Q3: 11,452 shares 11,452 $951K 0.02% -6,232 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 36,610 shares 36,610 $937K 0.02% +12,610 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,396 shares; 2024Q4: 36,859 shares; 2025Q1: 36,759 shares; 2025Q2: 36,179 shares; 2025Q3: 30,900 shares 30,900 $930K 0.02% -5,279 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,391 shares; 2025Q1: 2,304 shares; 2025Q2: 2,280 shares; 2025Q3: 2,070 shares 2,070 $926K 0.02% -210 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,139 shares; 2024Q4: 67,139 shares; 2025Q1: 67,139 shares; 2025Q2: 67,139 shares; 2025Q3: 67,139 shares 67,139 $919K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,078 shares; 2025Q1: 1,128 shares; 2025Q2: 1,145 shares; 2025Q3: 1,484 shares 1,484 $913K 0.02% +339 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,335 shares; 2025Q1: 18,010 shares; 2025Q2: 18,383 shares; 2025Q3: 23,930 shares 23,930 $904K 0.02% +5,547 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,443 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares 3,443 $897K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,490 shares; 2025Q1: 8,877 shares; 2025Q2: 9,506 shares; 2025Q3: 9,137 shares 9,137 $895K 0.02% -369 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,074 shares; 2025Q3: 4,047 shares 4,047 $888K 0.02% -27 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,466 shares; 2025Q1: 1,315 shares; 2025Q2: 1,405 shares; 2025Q3: 1,279 shares 1,279 $873K 0.02% -126 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $870K 0.02% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,049 shares 12,049 $842K 0.02% new Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,287 shares; 2024Q4: 7,469 shares; 2025Q1: 7,396 shares; 2025Q2: 7,462 shares; 2025Q3: 7,512 shares 7,512 $839K 0.02% +50 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,158 shares; 2025Q1: 9,160 shares; 2025Q2: 9,411 shares; 2025Q3: 9,200 shares 9,200 $825K 0.02% -211 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 8,042 shares; 2025Q1: 8,439 shares; 2025Q2: 9,320 shares; 2025Q3: 10,389 shares 10,389 $820K 0.02% +1,069 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 9,920 shares; 2025Q1: 9,920 shares; 2025Q2: 9,920 shares; 2025Q3: 9,920 shares 9,920 $820K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,311 shares; 2025Q1: 3,305 shares; 2025Q2: 4,421 shares; 2025Q3: 3,232 shares 3,232 $797K 0.02% -1,189 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,510 shares; 2024Q4: 17,650 shares; 2025Q1: 17,221 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares 3,355 $791K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,040 shares; 2025Q2: 4,065 shares; 2025Q3: 3,919 shares 3,919 $790K 0.02% -146 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 2,646 shares; 2025Q1: 3,738 shares; 2025Q2: 3,423 shares; 2025Q3: 2,640 shares 2,640 $786K 0.02% -783 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares 5,795 $785K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,563 shares; 2024Q4: 8,862 shares; 2025Q1: 9,426 shares; 2025Q2: 10,578 shares; 2025Q3: 9,766 shares 9,766 $781K 0.02% -812 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $743K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,350 shares; 2025Q1: 1,370 shares; 2025Q2: 1,503 shares; 2025Q3: 1,478 shares 1,478 $738K 0.02% -25 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 7,305 shares; 2025Q1: 7,580 shares; 2025Q2: 7,627 shares; 2025Q3: 7,900 shares 7,900 $722K 0.02% +273 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares 4,400 $714K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,403 shares; 2024Q4: 122,134 shares; 2025Q1: 120,470 shares; 2025Q2: 119,697 shares; 2025Q3: 15,739 shares 15,739 $710K 0.02% -103,958 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 3,903 shares; 2025Q1: 3,898 shares; 2025Q2: 3,898 shares; 2025Q3: 4,076 shares 4,076 $687K 0.02% +178 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 13,104 shares; 2025Q1: 13,104 shares; 2025Q2: 23,686 shares; 2025Q3: 21,445 shares 21,445 $684K 0.02% -2,241 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 13,578 shares; 2025Q1: 13,578 shares; 2025Q2: 13,553 shares; 2025Q3: 14,748 shares 14,748 $682K 0.02% +1,195 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,025 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,405 shares 2,405 $658K 0.02% -10 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 6,759 shares; 2025Q1: 6,825 shares; 2025Q2: 4,682 shares; 2025Q3: 4,682 shares 4,682 $637K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares 1,168 $634K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 3,083 shares; 2025Q2: 3,156 shares; 2025Q3: 2,239 shares 2,239 $611K 0.01% -917 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,164 shares; 2024Q4: 12,164 shares; 2025Q1: 12,164 shares; 2025Q2: 12,164 shares; 2025Q3: 12,164 shares 12,164 $592K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares 3,268 $580K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,800 shares 3,800 $569K 0.01% -100 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $552K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,363 shares; 2025Q1: 1,192 shares; 2025Q2: 1,326 shares; 2025Q3: 1,436 shares 1,436 $537K 0.01% +110 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 1,789 shares; 2025Q1: 2,236 shares; 2025Q2: 1,644 shares; 2025Q3: 1,520 shares 1,520 $536K 0.01% -124 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 5,205 shares; 2025Q2: 5,205 shares; 2025Q3: 5,205 shares 5,205 $520K 0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 10,835 shares; 2025Q3: 10,835 shares 10,835 $519K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 9,059 shares; 2025Q1: 8,968 shares; 2025Q2: 11,468 shares; 2025Q3: 12,242 shares 12,242 $516K 0.01% +774 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $502K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,573 shares; 2025Q1: 1,576 shares; 2025Q2: 1,574 shares; 2025Q3: 1,616 shares 1,616 $501K 0.01% +42 Timeline VT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,591 shares 3,591 $495K 0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,850 shares 9,850 $477K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares 14,330 $470K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 407 shares; 2025Q1: 410 shares; 2025Q2: 406 shares; 2025Q3: 431 shares 431 $464K 0.01% +25 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,283 shares; 2025Q2: 13,527 shares; 2025Q3: 14,300 shares 14,300 $462K 0.01% +773 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares 2,201 $461K 0.01% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 16,760 shares; 2025Q1: 16,760 shares; 2025Q2: 16,760 shares; 2025Q3: 16,760 shares 16,760 $449K 0.01% 0 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 7,891 shares; 2025Q1: 5,822 shares; 2025Q2: 5,622 shares; 2025Q3: 5,322 shares 5,322 $445K 0.01% -300 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 2,989 shares; 2025Q1: 2,989 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares 2,989 $435K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 2,432 shares; 2025Q1: 2,392 shares; 2025Q2: 2,125 shares; 2025Q3: 2,113 shares 2,113 $430K 0.01% -12 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 508 shares; 2025Q1: 504 shares; 2025Q2: 480 shares; 2025Q3: 465 shares 465 $428K 0.01% -15 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,251 shares; 2025Q1: 3,409 shares; 2025Q2: 4,629 shares; 2025Q3: 4,629 shares 4,629 $417K 0.01% 0 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,007 shares; 2025Q3: 17,007 shares 17,007 $413K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 5,771 shares; 2025Q1: 5,891 shares; 2025Q2: 5,911 shares; 2025Q3: 5,917 shares 5,917 $406K 0.01% +6 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 6,178 shares; 2025Q1: 6,923 shares; 2025Q2: 6,831 shares; 2025Q3: 6,487 shares 6,487 $405K 0.01% -344 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 4,996 shares; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares 4,996 $389K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 2,018 shares 2,018 $384K 0.01% +218 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 16,470 shares; 2025Q1: 16,470 shares; 2025Q2: 16,470 shares; 2025Q3: 16,470 shares 16,470 $383K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,424 shares; 2025Q1: 4,424 shares; 2025Q2: 4,469 shares; 2025Q3: 4,469 shares 4,469 $379K 0.01% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 4,565 shares; 2025Q1: 4,565 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares 3,301 $377K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares 3,050 $376K 0.01% 0 Timeline FTHM FATHOM HOLDINGS INC More: the full row for FATHOM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,817 shares; 2024Q4: 68,817 shares; 2025Q1: 207,590 shares; 2025Q2: 207,590 shares; 2025Q3: 207,590 shares 207,590 $374K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 273 shares; 2025Q1: 262 shares; 2025Q2: 3,693 shares; 2025Q3: 3,447 shares 3,447 $372K 0.01% -246 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,272 shares; 2025Q3: 5,501 shares 5,501 $363K 0.01% +1,229 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,598 shares; 2025Q1: 1,443 shares; 2025Q2: 1,936 shares; 2025Q3: 1,766 shares 1,766 $362K 0.01% -170 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 1,027 shares; 2025Q1: 1,264 shares; 2025Q2: 1,715 shares; 2025Q3: 1,454 shares 1,454 $359K 0.01% -261 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 145,000 shares; 2025Q2: 145,000 shares; 2025Q3: 145,000 shares 145,000 $352K 0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 11,035 shares; 2025Q1: 11,035 shares; 2025Q2: 11,035 shares; 2025Q3: 11,035 shares 11,035 $352K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,022 shares; 2024Q4: 38,249 shares; 2025Q1: 9,463 shares; 2025Q2: 4,916 shares; 2025Q3: 2,466 shares 2,466 $352K 0.01% -2,450 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,480 shares; 2025Q1: 3,480 shares; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares 3,480 $351K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: not reported; 2025Q1: 4,595 shares; 2025Q2: 4,736 shares; 2025Q3: 4,894 shares 4,894 $350K 0.01% +158 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares 2,050 $349K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,998 shares; 2025Q2: 5,128 shares; 2025Q3: 5,263 shares 5,263 $348K 0.01% +135 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares 4,150 $344K 0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 19,088 shares; 2025Q1: 19,088 shares; 2025Q2: 19,088 shares; 2025Q3: 17,588 shares 17,588 $342K 0.01% -1,500 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 13,513 shares; 2025Q1: 12,840 shares; 2025Q2: 13,377 shares; 2025Q3: 13,381 shares 13,381 $341K 0.01% +4 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares 830 $334K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 6,397 shares; 2025Q1: 6,583 shares; 2025Q2: 6,585 shares; 2025Q3: 6,831 shares 6,831 $333K 0.01% +246 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares 2,109 $327K 0.01% 0 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,351 shares; 2024Q4: 75,351 shares; 2025Q1: 75,351 shares; 2025Q2: 75,351 shares; 2025Q3: 75,351 shares 75,351 $316K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares 4,300 $315K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares 340 $313K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,427 shares 2,427 $312K 0.01% -158 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares 2,600 $302K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,441 shares; 2025Q3: 6,441 shares 6,441 $301K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,158 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares 25,100 $300K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 462 shares; 2025Q1: 433 shares; 2025Q2: 466 shares; 2025Q3: 469 shares 469 $296K 0.01% +3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 3,088 shares; 2025Q1: 3,112 shares; 2025Q2: 3,112 shares; 2025Q3: 3,112 shares 3,112 $295K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,544 shares; 2025Q1: 4,689 shares; 2025Q2: 4,793 shares; 2025Q3: 4,986 shares 4,986 $293K 0.01% +193 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,230 shares; 2025Q1: 2,120 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $289K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 53 shares 53 $287K 0.01% +2 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,826 shares; 2025Q1: 18,956 shares; 2025Q2: 18,956 shares; 2025Q3: 11,598 shares 11,598 $282K 0.01% -7,358 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,326 shares; 2025Q1: 5,626 shares; 2025Q2: 5,451 shares; 2025Q3: 5,451 shares 5,451 $281K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares 2,121 $280K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 910 shares 910 $280K 0.01% +9 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 4,677 shares; 2025Q1: 4,552 shares; 2025Q2: 3,187 shares; 2025Q3: 3,437 shares 3,437 $279K 0.01% +250 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 637 shares; 2025Q1: 583 shares; 2025Q2: 573 shares; 2025Q3: 573 shares 573 $279K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares 1,029 $278K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,131 shares; 2024Q4: 4,139 shares; 2025Q1: 2,386 shares; 2025Q2: 2,397 shares; 2025Q3: 2,479 shares 2,479 $278K 0.01% +82 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,329 shares; 2024Q4: 44,611 shares; 2025Q1: 69,195 shares; 2025Q2: 8,191 shares; 2025Q3: 6,162 shares 6,162 $266K 0.01% -2,029 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,566 shares; 2025Q1: 1,586 shares; 2025Q2: 1,591 shares; 2025Q3: 1,536 shares 1,536 $262K 0.01% -55 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares 2,577 $259K 0.01% 0 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,000 shares; 2024Q4: 16,318 shares; 2025Q1: 16,318 shares; 2025Q2: 16,318 shares; 2025Q3: 6,318 shares 6,318 $259K 0.01% -10,000 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $258K 0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,062 shares 6,062 $258K 0.01% new Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares 100,000 $258K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 883 shares; 2025Q3: 868 shares 868 $255K 0.01% -15 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares 1,185 $253K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 767 shares 767 $252K 0.01% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 206 shares; 2025Q1: 207 shares; 2025Q2: 192 shares; 2025Q3: 191 shares 191 $252K 0.01% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 4,436 shares; 2025Q1: 4,449 shares; 2025Q2: 4,451 shares; 2025Q3: 4,513 shares 4,513 $250K 0.01% +62 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: not reported; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,119 shares 2,119 $243K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,538 shares 3,538 $241K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 302 shares 302 $240K 0.01% -107 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,845 shares; 2025Q1: 2,320 shares; 2025Q2: 1,610 shares; 2025Q3: 1,255 shares 1,255 $236K 0.01% -355 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,646 shares; 2025Q1: 2,821 shares; 2025Q2: 2,846 shares; 2025Q3: 2,856 shares 2,856 $235K 0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares 2,995 $234K 0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,502 shares; 2025Q1: 3,510 shares; 2025Q2: 3,518 shares; 2025Q3: 3,526 shares 3,526 $232K 0.01% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 4,894 shares; 2025Q1: 5,940 shares; 2025Q2: not reported; 2025Q3: 4,123 shares 4,123 $230K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,760 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares 2,410 $230K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 944 shares; 2025Q1: 892 shares; 2025Q2: 881 shares; 2025Q3: 880 shares 880 $228K 0.01% -1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares 1,361 $227K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 949 shares; 2025Q3: 889 shares 889 $226K 0.01% -60 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,689 shares; 2025Q3: 2,681 shares 2,681 $225K 0.01% -8 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 468 shares 468 $223K 0.01% -69 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 505 shares 505 $220K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,388 shares 4,388 $215K 0.01% new Timeline FTCS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares 2,225 $208K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,598 shares; 2025Q3: 2,643 shares 2,643 $208K 0.01% +45 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares 1,530 $206K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: not reported; 2025Q3: 3,505 shares 3,505 $206K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares 4,062 $205K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,546 shares 4,546 $205K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 581 shares 581 $204K <0.01% new Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,599 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: 3,150 shares 3,150 $204K <0.01% -449 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares 477 $201K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,204 shares 1,204 $201K <0.01% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $201K <0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,339 shares; 2024Q4: 101,339 shares; 2025Q1: 101,339 shares; 2025Q2: 101,339 shares; 2025Q3: 101,339 shares 101,339 $199K <0.01% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $160K <0.01% 0 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,379 shares; 2025Q1: 43,379 shares; 2025Q2: 43,379 shares; 2025Q3: 43,379 shares 43,379 $79K <0.01% 0 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $34.9K <0.01% 0 Timeline