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: 133,586 shares; 2024Q4: 126,692 shares; 2025Q1: 121,369 shares; 2025Q2: 117,025 shares; 2025Q3: 114,937 shares 114,937 $88.8M 2.57% -2,088 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358,295 shares; 2024Q4: 1,295,793 shares; 2025Q1: 1,235,004 shares; 2025Q2: 1,183,834 shares; 2025Q3: 1,153,341 shares 1,153,341 $88.4M 2.56% -30,493 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,487 shares; 2024Q4: 725,660 shares; 2025Q1: 692,123 shares; 2025Q2: 673,104 shares; 2025Q3: 651,350 shares 651,350 $78.1M 2.26% -21,754 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,801 shares; 2024Q4: 354,547 shares; 2025Q1: 342,047 shares; 2025Q2: 324,921 shares; 2025Q3: 310,702 shares 310,702 $76.2M 2.21% -14,219 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,522 shares; 2024Q4: 349,198 shares; 2025Q1: 343,833 shares; 2025Q2: 363,188 shares; 2025Q3: 356,387 shares 356,387 $70.4M 2.04% -6,801 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,152 shares; 2024Q4: 188,456 shares; 2025Q1: 266,976 shares; 2025Q2: 357,941 shares; 2025Q3: 310,630 shares 310,630 $69.8M 2.02% -47,311 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: 396,834 shares; 2024Q4: 374,483 shares; 2025Q1: 354,410 shares; 2025Q2: 354,777 shares; 2025Q3: 345,032 shares 345,032 $69.3M 2.01% -9,745 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,622 shares; 2024Q4: 291,671 shares; 2025Q1: 285,349 shares; 2025Q2: 284,451 shares; 2025Q3: 276,502 shares 276,502 $67.9M 1.97% -7,949 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,910 shares; 2024Q4: 40,035 shares; 2025Q1: 37,658 shares; 2025Q2: 35,595 shares; 2025Q3: 33,849 shares 33,849 $64.7M 1.87% -1,746 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660,253 shares; 2025Q3: 749,998 shares 749,998 $58.4M 1.69% +89,745 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: 183,861 shares; 2024Q4: 177,582 shares; 2025Q1: 173,290 shares; 2025Q2: 168,981 shares; 2025Q3: 423,402 shares 423,402 $56M 1.62% +254,421 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,637 shares; 2024Q4: 393,484 shares; 2025Q1: 372,152 shares; 2025Q2: 362,546 shares; 2025Q3: 340,447 shares 340,447 $55.7M 1.61% -22,099 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,224 shares; 2024Q4: 416,426 shares; 2025Q1: 400,320 shares; 2025Q2: 464,066 shares; 2025Q3: 453,940 shares 453,940 $55.6M 1.61% -10,126 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,190 shares; 2024Q4: 127,546 shares; 2025Q1: 118,760 shares; 2025Q2: 113,898 shares; 2025Q3: 97,991 shares 97,991 $55.4M 1.6% -15,907 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,799 shares; 2024Q4: 315,162 shares; 2025Q1: 301,395 shares; 2025Q2: 356,670 shares; 2025Q3: 388,449 shares 388,449 $54.3M 1.57% +31,779 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,999 shares; 2024Q4: 869,171 shares; 2025Q1: 817,694 shares; 2025Q2: 802,686 shares; 2025Q3: 788,725 shares 788,725 $53.2M 1.54% -13,961 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,893 shares; 2024Q4: 441,744 shares; 2025Q1: 595,627 shares; 2025Q2: 632,207 shares; 2025Q3: 693,307 shares 693,307 $52.1M 1.51% +61,100 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: 467,740 shares; 2024Q4: 433,980 shares; 2025Q1: 644,719 shares; 2025Q2: 660,346 shares; 2025Q3: 644,920 shares 644,920 $52M 1.51% -15,426 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: 91,921 shares; 2024Q4: 88,342 shares; 2025Q1: 84,199 shares; 2025Q2: 82,732 shares; 2025Q3: 561,997 shares 561,997 $51.4M 1.49% +479,265 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,745 shares; 2024Q4: 378,417 shares; 2025Q1: 303,080 shares; 2025Q2: 294,173 shares; 2025Q3: 358,081 shares 358,081 $51.2M 1.48% +63,908 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: 327,896 shares; 2024Q4: 315,705 shares; 2025Q1: 305,177 shares; 2025Q2: 237,132 shares; 2025Q3: 229,214 shares 229,214 $50.3M 1.46% -7,918 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,300 shares; 2024Q4: 162,766 shares; 2025Q1: 363,578 shares; 2025Q2: 335,599 shares; 2025Q3: 359,057 shares 359,057 $49.6M 1.44% +23,458 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325,311 shares; 2024Q4: 4,098,065 shares; 2025Q1: 4,712,307 shares; 2025Q2: 4,673,584 shares; 2025Q3: 4,519,319 shares 4,519,319 $49M 1.42% -154,265 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,932 shares; 2024Q4: 137,056 shares; 2025Q1: 160,720 shares; 2025Q2: 155,333 shares; 2025Q3: 150,928 shares 150,928 $47.9M 1.39% -4,405 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: 169,822 shares; 2024Q4: 161,884 shares; 2025Q1: 156,140 shares; 2025Q2: 154,303 shares; 2025Q3: 151,408 shares 151,408 $47.8M 1.38% -2,895 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,817 shares; 2024Q4: 114,282 shares; 2025Q1: 115,219 shares; 2025Q2: 113,503 shares; 2025Q3: 110,129 shares 110,129 $47.4M 1.37% -3,374 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: 250,127 shares; 2024Q4: 235,365 shares; 2025Q1: 257,328 shares; 2025Q2: 258,889 shares; 2025Q3: 253,231 shares 253,231 $47.4M 1.37% -5,658 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,361 shares; 2024Q4: 482,422 shares; 2025Q1: 536,977 shares; 2025Q2: 562,951 shares; 2025Q3: 800,282 shares 800,282 $45.8M 1.33% +237,331 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 1,134,908 shares; 2025Q3: 1,111,130 shares 1,111,130 $45.7M 1.32% -23,778 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,804 shares; 2024Q4: 726,928 shares; 2025Q1: 496,361 shares; 2025Q2: 481,206 shares; 2025Q3: 463,214 shares 463,214 $45.2M 1.31% -17,992 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,394 shares; 2024Q4: 629,215 shares; 2025Q1: 713,735 shares; 2025Q2: 685,217 shares; 2025Q3: 663,804 shares 663,804 $44.9M 1.3% -21,413 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: 191,416 shares; 2024Q4: 185,012 shares; 2025Q1: 187,109 shares; 2025Q2: 186,291 shares; 2025Q3: 275,939 shares 275,939 $44.7M 1.29% +89,648 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: 139,597 shares; 2024Q4: 132,525 shares; 2025Q1: 125,979 shares; 2025Q2: 124,156 shares; 2025Q3: 144,228 shares 144,228 $44.7M 1.29% +20,072 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,522 shares; 2024Q4: 651,074 shares; 2025Q1: 632,912 shares; 2025Q2: 611,287 shares; 2025Q3: 597,911 shares 597,911 $43.6M 1.26% -13,376 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,248 shares; 2024Q4: 319,413 shares; 2025Q1: 452,097 shares; 2025Q2: 464,425 shares; 2025Q3: 448,397 shares 448,397 $43.3M 1.25% -16,028 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,448 shares; 2024Q4: 358,826 shares; 2025Q1: 360,571 shares; 2025Q2: 353,148 shares; 2025Q3: 346,400 shares 346,400 $42.5M 1.23% -6,748 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,346 shares; 2025Q1: 235,486 shares; 2025Q2: 280,546 shares; 2025Q3: 275,577 shares 275,577 $41.9M 1.21% -4,969 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD 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: 468,262 shares; 2025Q2: 453,267 shares; 2025Q3: 445,006 shares 445,006 $40.4M 1.17% -8,261 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,149 shares; 2024Q4: 187,994 shares; 2025Q1: 180,228 shares; 2025Q2: 171,773 shares; 2025Q3: 167,630 shares 167,630 $39.9M 1.16% -4,143 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,320 shares; 2024Q4: 342,879 shares; 2025Q1: 329,319 shares; 2025Q2: 313,115 shares; 2025Q3: 199,651 shares 199,651 $36.8M 1.07% -113,464 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,665 shares; 2024Q4: 539,993 shares; 2025Q1: 433,882 shares; 2025Q2: 419,588 shares; 2025Q3: 407,864 shares 407,864 $36.2M 1.05% -11,724 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: 72,544 shares; 2024Q4: 71,086 shares; 2025Q1: 68,368 shares; 2025Q2: 66,585 shares; 2025Q3: 65,072 shares 65,072 $33.7M 0.98% -1,513 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,710 shares; 2024Q4: 72,862 shares; 2025Q1: 94,350 shares; 2025Q2: 91,590 shares; 2025Q3: 116,637 shares 116,637 $33.6M 0.97% +25,047 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,271 shares; 2024Q4: 85,255 shares; 2025Q1: 81,708 shares; 2025Q2: 79,128 shares; 2025Q3: 78,967 shares 78,967 $31.9M 0.92% -161 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: 210,146 shares; 2024Q4: 498,392 shares; 2025Q1: 129,967 shares; 2025Q2: 193,925 shares; 2025Q3: 214,223 shares 214,223 $29.9M 0.87% +20,298 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: 202,944 shares; 2024Q4: 195,819 shares; 2025Q1: 186,663 shares; 2025Q2: 181,781 shares; 2025Q3: 177,232 shares 177,232 $29.7M 0.86% -4,549 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 1,372,292 shares; 2025Q2: 1,377,827 shares; 2025Q3: 1,140,560 shares 1,140,560 $29.1M 0.84% -237,267 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107,072 shares; 2024Q4: 1,030,635 shares; 2025Q1: 985,578 shares; 2025Q2: 862,827 shares; 2025Q3: 675,999 shares 675,999 $28.4M 0.82% -186,828 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: 125,651 shares; 2024Q4: 122,934 shares; 2025Q1: 154,074 shares; 2025Q2: 153,520 shares; 2025Q3: 151,636 shares 151,636 $28.1M 0.81% -1,884 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: 40,376 shares; 2024Q4: 38,751 shares; 2025Q1: 35,836 shares; 2025Q2: 35,794 shares; 2025Q3: 34,801 shares 34,801 $27.7M 0.8% -993 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,197 shares; 2024Q4: 561,911 shares; 2025Q1: 454,698 shares; 2025Q2: 415,925 shares; 2025Q3: 416,226 shares 416,226 $27.4M 0.79% +301 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: 139,703 shares; 2024Q4: 130,983 shares; 2025Q1: 67,985 shares; 2025Q2: 64,596 shares; 2025Q3: 62,473 shares 62,473 $26.4M 0.76% -2,123 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: 54,578 shares; 2024Q4: 52,895 shares; 2025Q1: 50,293 shares; 2025Q2: 49,221 shares; 2025Q3: 48,425 shares 48,425 $24.3M 0.7% -796 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,921 shares; 2024Q4: 320,377 shares; 2025Q1: 483,227 shares; 2025Q2: 433,907 shares; 2025Q3: 552,058 shares 552,058 $24.2M 0.7% +118,151 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: 197,779 shares; 2024Q4: 206,184 shares; 2025Q1: 206,849 shares; 2025Q2: 200,721 shares; 2025Q3: 196,611 shares 196,611 $23.5M 0.68% -4,110 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: 78,357 shares; 2024Q4: 64,679 shares; 2025Q1: 163,223 shares; 2025Q2: 232,104 shares; 2025Q3: 235,487 shares 235,487 $22.7M 0.66% +3,383 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: 423,430 shares; 2024Q4: 425,266 shares; 2025Q1: 421,275 shares; 2025Q2: 261,158 shares; 2025Q3: 256,725 shares 256,725 $21.3M 0.62% -4,433 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: 81,047 shares; 2024Q4: 78,667 shares; 2025Q1: 76,010 shares; 2025Q2: 74,493 shares; 2025Q3: 73,777 shares 73,777 $20.8M 0.6% -716 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,108 shares; 2024Q4: 567,259 shares; 2025Q1: 642,624 shares; 2025Q2: 789,117 shares; 2025Q3: 826,896 shares 826,896 $20.3M 0.59% +37,779 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES 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: 214,175 shares; 2025Q2: 182,124 shares; 2025Q3: 172,221 shares 172,221 $19.5M 0.57% -9,903 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: 279,466 shares; 2024Q4: 277,360 shares; 2025Q1: 267,815 shares; 2025Q2: 267,854 shares; 2025Q3: 263,941 shares 263,941 $18.9M 0.55% -3,913 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: 125,140 shares; 2024Q4: 121,211 shares; 2025Q1: 119,802 shares; 2025Q2: 118,656 shares; 2025Q3: 118,854 shares 118,854 $18.5M 0.53% +198 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: 61,409 shares; 2024Q4: 49,017 shares; 2025Q1: 46,754 shares; 2025Q2: 56,418 shares; 2025Q3: 55,089 shares 55,089 $18.3M 0.53% -1,329 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,270 shares; 2024Q4: 228,126 shares; 2025Q1: 212,059 shares; 2025Q2: 204,103 shares; 2025Q3: 196,277 shares 196,277 $18.3M 0.53% -7,826 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: 92,412 shares; 2024Q4: 101,365 shares; 2025Q1: 100,567 shares; 2025Q2: 100,431 shares; 2025Q3: 129,621 shares 129,621 $18.2M 0.53% +29,190 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: 142,912 shares; 2024Q4: 140,239 shares; 2025Q1: 138,609 shares; 2025Q2: 135,758 shares; 2025Q3: 133,576 shares 133,576 $17.9M 0.52% -2,182 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: 83,850 shares; 2024Q4: 81,010 shares; 2025Q1: 76,072 shares; 2025Q2: 73,612 shares; 2025Q3: 72,183 shares 72,183 $17.8M 0.52% -1,429 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: 71,288 shares; 2024Q4: 69,142 shares; 2025Q1: 66,020 shares; 2025Q2: 65,605 shares; 2025Q3: 65,778 shares 65,778 $17.8M 0.51% +173 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: 338,311 shares; 2024Q4: 336,959 shares; 2025Q1: 336,918 shares; 2025Q2: 328,625 shares; 2025Q3: 324,904 shares 324,904 $17.2M 0.5% -3,721 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 93,802 shares; 2025Q3: 91,610 shares 91,610 $17.1M 0.5% -2,192 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: 1,013,013 shares; 2024Q4: 776,544 shares; 2025Q1: 166,161 shares; 2025Q2: 163,392 shares; 2025Q3: 155,114 shares 155,114 $17.1M 0.5% -8,278 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: 243,481 shares; 2024Q4: 228,559 shares; 2025Q1: 216,927 shares; 2025Q2: 163,001 shares; 2025Q3: 159,962 shares 159,962 $16.5M 0.48% -3,039 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: 117,804 shares; 2024Q4: 113,922 shares; 2025Q1: 109,465 shares; 2025Q2: 107,160 shares; 2025Q3: 105,392 shares 105,392 $16.2M 0.47% -1,768 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: 37,453 shares; 2024Q4: 37,064 shares; 2025Q1: 37,322 shares; 2025Q2: 80,655 shares; 2025Q3: 78,312 shares 78,312 $16M 0.46% -2,343 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: 57,619 shares; 2024Q4: 56,568 shares; 2025Q1: 54,667 shares; 2025Q2: 53,446 shares; 2025Q3: 52,724 shares 52,724 $16M 0.46% -722 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: 68,244 shares; 2024Q4: 65,542 shares; 2025Q1: 63,246 shares; 2025Q2: 62,583 shares; 2025Q3: 61,252 shares 61,252 $15.4M 0.45% -1,331 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: 27,312 shares; 2024Q4: 26,509 shares; 2025Q1: 25,826 shares; 2025Q2: 31,304 shares; 2025Q3: 30,666 shares 30,666 $15.3M 0.44% -638 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: 95,498 shares; 2024Q4: 92,868 shares; 2025Q1: 89,250 shares; 2025Q2: 63,920 shares; 2025Q3: 63,169 shares 63,169 $14.6M 0.42% -751 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: 65,854 shares; 2024Q4: 64,240 shares; 2025Q1: 61,637 shares; 2025Q2: 60,841 shares; 2025Q3: 61,652 shares 61,652 $14.6M 0.42% +811 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: not reported; 2024Q4: 34,557 shares; 2025Q1: 69,405 shares; 2025Q2: 69,147 shares; 2025Q3: 66,410 shares 66,410 $14M 0.4% -2,737 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: 39,064 shares; 2024Q4: 153,547 shares; 2025Q1: 157,934 shares; 2025Q2: 153,508 shares; 2025Q3: 211,721 shares 211,721 $14M 0.4% +58,213 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: 56,295 shares; 2024Q4: 53,646 shares; 2025Q1: 51,223 shares; 2025Q2: 50,759 shares; 2025Q3: 49,979 shares 49,979 $13.6M 0.39% -780 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226,102 shares; 2025Q2: 224,289 shares; 2025Q3: 220,113 shares 220,113 $13.4M 0.39% -4,176 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: 31,351 shares; 2024Q4: 30,195 shares; 2025Q1: 29,167 shares; 2025Q2: 27,581 shares; 2025Q3: 27,581 shares 27,581 $13.4M 0.39% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,392 shares; 2024Q4: 73,019 shares; 2025Q1: 71,689 shares; 2025Q2: 70,655 shares; 2025Q3: 69,130 shares 69,130 $13.3M 0.39% -1,525 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: 52,321 shares; 2024Q4: 42,273 shares; 2025Q1: 39,934 shares; 2025Q2: 38,990 shares; 2025Q3: 38,210 shares 38,210 $13M 0.38% -780 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: 71,892 shares; 2024Q4: 70,898 shares; 2025Q1: 69,566 shares; 2025Q2: 68,277 shares; 2025Q3: 67,667 shares 67,667 $13M 0.38% -610 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: 287,359 shares; 2024Q4: 241,458 shares; 2025Q1: 235,166 shares; 2025Q2: 229,019 shares; 2025Q3: 224,542 shares 224,542 $12.1M 0.35% -4,477 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,620 shares; 2024Q4: 16,827 shares; 2025Q1: 15,953 shares; 2025Q2: 15,570 shares; 2025Q3: 15,020 shares 15,020 $11.4M 0.33% -550 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,366 shares; 2024Q4: 160,999 shares; 2025Q1: 154,763 shares; 2025Q2: 151,524 shares; 2025Q3: 149,969 shares 149,969 $11.2M 0.32% -1,555 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: 363,626 shares; 2024Q4: 348,055 shares; 2025Q1: 341,538 shares; 2025Q2: 335,304 shares; 2025Q3: 329,152 shares 329,152 $10.3M 0.3% -6,152 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: 52,824 shares; 2024Q4: 50,159 shares; 2025Q1: 29,647 shares; 2025Q2: 29,397 shares; 2025Q3: 43,499 shares 43,499 $10.3M 0.3% +14,102 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: not reported; 2024Q4: 271,323 shares; 2025Q1: 285,934 shares; 2025Q2: 274,555 shares; 2025Q3: 267,737 shares 267,737 $9.2M 0.27% -6,818 Timeline MBB 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: 96,954 shares; 2024Q4: 94,018 shares; 2025Q1: 95,016 shares; 2025Q2: 92,525 shares; 2025Q3: 92,315 shares 92,315 $8.78M 0.25% -210 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: 167,018 shares; 2024Q4: 165,428 shares; 2025Q1: 159,108 shares; 2025Q2: 116,464 shares; 2025Q3: 114,350 shares 114,350 $8.77M 0.25% -2,114 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: 41,429 shares; 2024Q4: 39,952 shares; 2025Q1: 27,213 shares; 2025Q2: 25,127 shares; 2025Q3: 25,212 shares 25,212 $8.71M 0.25% +85 Timeline 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: 78,573 shares; 2024Q4: 91,576 shares; 2025Q1: 89,668 shares; 2025Q2: 90,980 shares; 2025Q3: 90,146 shares 90,146 $8.6M 0.25% -834 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: 31,962 shares; 2024Q4: 32,311 shares; 2025Q1: 30,719 shares; 2025Q2: 30,054 shares; 2025Q3: 29,829 shares 29,829 $7.6M 0.22% -225 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 169,528 shares; 2025Q2: 167,065 shares; 2025Q3: 166,957 shares 166,957 $7.01M 0.2% -108 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: not reported; 2024Q4: 10,847 shares; 2025Q1: 10,997 shares; 2025Q2: 11,372 shares; 2025Q3: 11,797 shares 11,797 $6.63M 0.19% +425 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: 18,426 shares; 2024Q4: 16,767 shares; 2025Q1: 16,502 shares; 2025Q2: 15,509 shares; 2025Q3: 15,509 shares 15,509 $5.67M 0.16% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,820 shares; 2024Q4: 93,490 shares; 2025Q1: 84,800 shares; 2025Q2: 79,805 shares; 2025Q3: 70,706 shares 70,706 $5.65M 0.16% -9,099 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: 20,077 shares; 2024Q4: 19,352 shares; 2025Q1: 19,006 shares; 2025Q2: 12,932 shares; 2025Q3: 12,944 shares 12,944 $4.84M 0.14% +12 Timeline VCIT 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: 68,108 shares; 2024Q4: 65,813 shares; 2025Q1: 62,073 shares; 2025Q2: 61,093 shares; 2025Q3: 57,293 shares 57,293 $4.82M 0.14% -3,800 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: 437,981 shares; 2024Q4: 411,226 shares; 2025Q1: 329,667 shares; 2025Q2: 37,586 shares; 2025Q3: 36,237 shares 36,237 $4.67M 0.14% -1,349 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: 167,907 shares; 2024Q4: 161,522 shares; 2025Q1: 156,232 shares; 2025Q2: 156,482 shares; 2025Q3: 117,243 shares 117,243 $4.6M 0.13% -39,239 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,311 shares; 2024Q4: 52,956 shares; 2025Q1: 48,741 shares; 2025Q2: 38,991 shares; 2025Q3: 37,487 shares 37,487 $3.77M 0.11% -1,504 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 107,520 shares 107,520 $3.27M 0.09% new 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: 32,596 shares; 2024Q4: 31,346 shares; 2025Q1: 29,246 shares; 2025Q2: 29,065 shares; 2025Q3: 28,665 shares 28,665 $3.2M 0.09% -400 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,067 shares; 2024Q4: 61,173 shares; 2025Q1: 70,941 shares; 2025Q2: 75,866 shares; 2025Q3: 76,927 shares 76,927 $3.11M 0.09% +1,061 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,955 shares; 2024Q4: 52,221 shares; 2025Q1: 52,464 shares; 2025Q2: 51,421 shares; 2025Q3: 51,432 shares 51,432 $3.05M 0.09% +11 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: 35,237 shares; 2024Q4: 35,795 shares; 2025Q1: 35,201 shares; 2025Q2: 30,806 shares; 2025Q3: 30,766 shares 30,766 $2.97M 0.09% -40 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: 11,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,457 shares 88,457 $2.97M 0.09% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,937 shares; 2024Q4: 16,097 shares; 2025Q1: 15,299 shares; 2025Q2: 13,040 shares; 2025Q3: 12,120 shares 12,120 $2.93M 0.08% -920 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: 15,579 shares; 2024Q4: 42,178 shares; 2025Q1: 17,753 shares; 2025Q2: 23,679 shares; 2025Q3: 14,356 shares 14,356 $2.92M 0.08% -9,323 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,534 shares; 2025Q3: 30,815 shares 30,815 $2.86M 0.08% +10,281 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 3,065 shares; 2025Q1: 2,938 shares; 2025Q2: 2,936 shares; 2025Q3: 2,983 shares 2,983 $2.79M 0.08% +47 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: 40,100 shares; 2024Q4: 38,445 shares; 2025Q1: 35,670 shares; 2025Q2: 35,322 shares; 2025Q3: 34,737 shares 34,737 $2.74M 0.08% -585 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,654 shares; 2024Q4: 189,469 shares; 2025Q1: 267,185 shares; 2025Q2: 261,915 shares; 2025Q3: 19,448 shares 19,448 $2.7M 0.08% -242,467 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,208 shares; 2025Q1: 6,463 shares; 2025Q2: 7,306 shares; 2025Q3: 7,486 shares 7,486 $2.62M 0.08% +180 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,259 shares; 2024Q4: 23,356 shares; 2025Q1: 23,049 shares; 2025Q2: 22,245 shares; 2025Q3: 19,378 shares 19,378 $2.61M 0.08% -2,867 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,408 shares; 2024Q4: 195,143 shares; 2025Q1: 28,582 shares; 2025Q2: 25,417 shares; 2025Q3: 24,697 shares 24,697 $2.47M 0.07% -720 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP 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: 86,422 shares; 2025Q3: 99,253 shares 99,253 $2.46M 0.07% +12,831 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,128 shares; 2024Q4: 20,234 shares; 2025Q1: 20,606 shares; 2025Q2: 20,769 shares; 2025Q3: 20,868 shares 20,868 $2.46M 0.07% +99 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,275 shares; 2025Q1: 5,092 shares; 2025Q2: 4,226 shares; 2025Q3: 4,191 shares 4,191 $2.43M 0.07% -35 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,341 shares; 2024Q4: 98,572 shares; 2025Q1: 93,699 shares; 2025Q2: 18,406 shares; 2025Q3: 18,149 shares 18,149 $2.42M 0.07% -257 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,849 shares; 2024Q4: 101,236 shares; 2025Q1: 98,807 shares; 2025Q2: 95,800 shares; 2025Q3: 99,248 shares 99,248 $2.37M 0.07% +3,448 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE 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: 52,340 shares 52,340 $2.3M 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: 24,292 shares; 2025Q3: 29,200 shares 29,200 $2.23M 0.06% +4,908 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 6,878 shares; 2025Q1: 6,792 shares; 2025Q2: 6,353 shares; 2025Q3: 6,155 shares 6,155 $2.19M 0.06% -198 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,835 shares; 2025Q1: 19,770 shares; 2025Q2: 19,770 shares; 2025Q3: 19,770 shares 19,770 $2.17M 0.06% 0 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,282 shares; 2024Q4: 157,748 shares; 2025Q1: 148,145 shares; 2025Q2: 152,448 shares; 2025Q3: 228,077 shares 228,077 $2.09M 0.06% +75,629 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,964 shares; 2024Q4: 33,518 shares; 2025Q1: 33,137 shares; 2025Q2: 33,024 shares; 2025Q3: 35,616 shares 35,616 $2.09M 0.06% +2,592 Timeline REVG REV GROUP INC More: the full row for REV 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: 55,465 shares; 2025Q1: 61,891 shares; 2025Q2: 56,983 shares; 2025Q3: 36,677 shares 36,677 $2.08M 0.06% -20,306 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,388 shares; 2024Q4: 14,602 shares; 2025Q1: 14,552 shares; 2025Q2: 14,109 shares; 2025Q3: 11,163 shares 11,163 $2.04M 0.06% -2,946 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,441 shares; 2024Q4: 16,179 shares; 2025Q1: 11,689 shares; 2025Q2: 11,336 shares; 2025Q3: 11,439 shares 11,439 $2.03M 0.06% +103 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,986 shares; 2024Q4: 171,346 shares; 2025Q1: 200,285 shares; 2025Q2: 195,847 shares; 2025Q3: 96,239 shares 96,239 $2.01M 0.06% -99,608 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,743 shares; 2024Q4: 24,036 shares; 2025Q1: 23,511 shares; 2025Q2: 22,710 shares; 2025Q3: 17,952 shares 17,952 $1.94M 0.06% -4,758 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 10,700 shares; 2025Q1: 10,901 shares; 2025Q2: 10,778 shares; 2025Q3: 11,101 shares 11,101 $1.91M 0.06% +323 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,721 shares; 2024Q4: 31,181 shares; 2025Q1: 30,795 shares; 2025Q2: 30,991 shares; 2025Q3: 38,905 shares 38,905 $1.86M 0.05% +7,914 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,193 shares; 2024Q4: 46,087 shares; 2025Q1: 45,904 shares; 2025Q2: 44,801 shares; 2025Q3: 51,822 shares 51,822 $1.83M 0.05% +7,021 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,137 shares; 2024Q4: 51,252 shares; 2025Q1: 48,899 shares; 2025Q2: 47,651 shares; 2025Q3: 48,503 shares 48,503 $1.8M 0.05% +852 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,467 shares; 2025Q1: 3,457 shares; 2025Q2: 3,359 shares; 2025Q3: 3,402 shares 3,402 $1.69M 0.05% +43 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,312 shares; 2024Q4: 26,745 shares; 2025Q1: 26,633 shares; 2025Q2: 26,306 shares; 2025Q3: 26,733 shares 26,733 $1.68M 0.05% +427 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,729 shares; 2024Q4: 231,936 shares; 2025Q1: 19,994 shares; 2025Q2: 15,856 shares; 2025Q3: 16,857 shares 16,857 $1.68M 0.05% +1,001 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,311 shares; 2024Q4: 13,383 shares; 2025Q1: 13,327 shares; 2025Q2: 12,871 shares; 2025Q3: 13,037 shares 13,037 $1.63M 0.05% +166 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: 5,895 shares; 2024Q4: 6,006 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares 5,750 $1.62M 0.05% 0 Timeline VGSH 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: 31,360 shares; 2024Q4: 29,260 shares; 2025Q1: 29,260 shares; 2025Q2: 29,260 shares; 2025Q3: 27,440 shares 27,440 $1.61M 0.05% -1,820 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: 7,662 shares; 2024Q4: 7,747 shares; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 6,507 shares 6,507 $1.58M 0.05% -1,130 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,606 shares; 2024Q4: 19,487 shares; 2025Q1: 15,849 shares; 2025Q2: 15,333 shares; 2025Q3: 15,534 shares 15,534 $1.56M 0.05% +201 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: 26,434 shares; 2024Q4: 22,231 shares; 2025Q1: 21,599 shares; 2025Q2: 19,973 shares; 2025Q3: 19,180 shares 19,180 $1.53M 0.04% -793 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947,316 shares; 2024Q4: 906,411 shares; 2025Q1: 917,337 shares; 2025Q2: 50,527 shares; 2025Q3: 49,339 shares 49,339 $1.49M 0.04% -1,188 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: 788 shares; 2024Q4: 763 shares; 2025Q1: 904 shares; 2025Q2: 1,612 shares; 2025Q3: 2,386 shares 2,386 $1.46M 0.04% +774 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: 187,387 shares; 2024Q4: 185,076 shares; 2025Q1: 38,556 shares; 2025Q2: 23,195 shares; 2025Q3: 23,071 shares 23,071 $1.44M 0.04% -124 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,380 shares; 2025Q1: 5,364 shares; 2025Q2: 5,289 shares; 2025Q3: 5,374 shares 5,374 $1.42M 0.04% +85 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: 141,763 shares; 2024Q4: 136,003 shares; 2025Q1: 133,622 shares; 2025Q2: 130,335 shares; 2025Q3: 4,605 shares 4,605 $1.38M 0.04% -125,730 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,238 shares; 2024Q4: 100,805 shares; 2025Q1: 100,849 shares; 2025Q2: 97,638 shares; 2025Q3: 99,775 shares 99,775 $1.37M 0.04% +2,137 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: 4,746 shares; 2024Q4: 4,883 shares; 2025Q1: 4,883 shares; 2025Q2: 4,521 shares; 2025Q3: 4,451 shares 4,451 $1.37M 0.04% -70 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 219,013 shares; 2025Q1: 7,871 shares; 2025Q2: 6,885 shares; 2025Q3: 6,294 shares 6,294 $1.27M 0.04% -591 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: 74,348 shares; 2024Q4: 50,898 shares; 2025Q1: 49,018 shares; 2025Q2: 29,969 shares; 2025Q3: 27,269 shares 27,269 $1.26M 0.04% -2,700 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,522 shares; 2024Q4: 26,406 shares; 2025Q1: 24,745 shares; 2025Q2: 18,105 shares; 2025Q3: 18,394 shares 18,394 $1.23M 0.04% +289 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 7,241 shares; 2025Q1: 7,216 shares; 2025Q2: 7,185 shares; 2025Q3: 7,327 shares 7,327 $1.23M 0.04% +142 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: 6,265 shares; 2024Q4: 6,265 shares; 2025Q1: 6,265 shares; 2025Q2: 6,265 shares; 2025Q3: 5,000 shares 5,000 $1.22M 0.04% -1,265 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: 47,497 shares; 2024Q4: 47,314 shares; 2025Q1: 45,564 shares; 2025Q2: 7,216 shares; 2025Q3: 7,158 shares 7,158 $1.19M 0.03% -58 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: 10,152 shares; 2024Q4: 10,500 shares; 2025Q1: 10,557 shares; 2025Q2: 10,313 shares; 2025Q3: 10,506 shares 10,506 $1.18M 0.03% +193 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,695 shares; 2024Q4: 80,457 shares; 2025Q1: 76,671 shares; 2025Q2: 75,112 shares; 2025Q3: 77,090 shares 77,090 $1.18M 0.03% +1,978 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: 16,622 shares; 2024Q4: 16,890 shares; 2025Q1: 16,829 shares; 2025Q2: 16,259 shares; 2025Q3: 16,656 shares 16,656 $1.18M 0.03% +397 Timeline ULH UNIVERSAL LOGISTICS HLDGS IN More: the full row for UNIVERSAL LOGISTICS HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,535 shares; 2024Q4: 34,105 shares; 2025Q1: 49,246 shares; 2025Q2: 48,631 shares; 2025Q3: 49,506 shares 49,506 $1.16M 0.03% +875 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: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,128 shares; 2025Q2: 3,128 shares; 2025Q3: 3,125 shares 3,125 $1.16M 0.03% -3 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: 27,543 shares; 2024Q4: 22,353 shares; 2025Q1: 20,538 shares; 2025Q2: 18,393 shares; 2025Q3: 16,663 shares 16,663 $1.11M 0.03% -1,730 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP 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: 9,133 shares; 2025Q2: 8,894 shares; 2025Q3: 9,047 shares 9,047 $1.06M 0.03% +153 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: 7,117 shares; 2024Q4: 6,443 shares; 2025Q1: 6,358 shares; 2025Q2: 7,488 shares; 2025Q3: 5,777 shares 5,777 $1.02M 0.03% -1,711 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: 2,735 shares; 2024Q4: 2,755 shares; 2025Q1: 2,695 shares; 2025Q2: 4,595 shares; 2025Q3: 4,555 shares 4,555 $1M 0.03% -40 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: 19,968 shares; 2024Q4: 12,163 shares; 2025Q1: 12,163 shares; 2025Q2: 11,463 shares; 2025Q3: 10,672 shares 10,672 $996K 0.03% -791 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,666 shares; 2024Q4: 69,621 shares; 2025Q1: 68,720 shares; 2025Q2: 68,436 shares; 2025Q3: 3,772 shares 3,772 $992K 0.03% -64,664 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,325 shares; 2024Q4: 14,660 shares; 2025Q1: 14,660 shares; 2025Q2: 14,660 shares; 2025Q3: 14,660 shares 14,660 $989K 0.03% 0 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,944 shares; 2025Q1: 120,454 shares; 2025Q2: 116,463 shares; 2025Q3: 118,859 shares 118,859 $975K 0.03% +2,396 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: 12,700 shares; 2024Q4: 11,831 shares; 2025Q1: 10,699 shares; 2025Q2: 10,084 shares; 2025Q3: 10,084 shares 10,084 $960K 0.03% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,948 shares; 2024Q4: 539,678 shares; 2025Q1: 497,529 shares; 2025Q2: 14,524 shares; 2025Q3: 12,910 shares 12,910 $948K 0.03% -1,614 Timeline IGF 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: 15,567 shares; 2024Q4: 16,713 shares; 2025Q1: 16,713 shares; 2025Q2: 16,596 shares; 2025Q3: 15,481 shares 15,481 $946K 0.03% -1,115 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,296 shares; 2024Q4: 70,834 shares; 2025Q1: 70,572 shares; 2025Q2: 68,422 shares; 2025Q3: 69,777 shares 69,777 $935K 0.03% +1,355 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: 14,787 shares; 2024Q4: 14,787 shares; 2025Q1: 14,470 shares; 2025Q2: 13,795 shares; 2025Q3: 13,744 shares 13,744 $922K 0.03% -51 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,911 shares; 2024Q4: 47,448 shares; 2025Q1: 29,080 shares; 2025Q2: 28,215 shares; 2025Q3: 28,599 shares 28,599 $887K 0.03% +384 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,532 shares; 2025Q1: 4,393 shares; 2025Q2: 4,280 shares; 2025Q3: 4,350 shares 4,350 $868K 0.03% +70 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: 7,715 shares; 2024Q4: 7,007 shares; 2025Q1: 6,969 shares; 2025Q2: 6,829 shares; 2025Q3: 6,719 shares 6,719 $866K 0.03% -110 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,143 shares; 2024Q4: 58,816 shares; 2025Q1: 58,117 shares; 2025Q2: 57,632 shares; 2025Q3: 17,953 shares 17,953 $810K 0.02% -39,679 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,432 shares; 2025Q1: 60,179 shares; 2025Q2: 87,661 shares; 2025Q3: 36,778 shares 36,778 $799K 0.02% -50,883 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,530 shares; 2024Q4: 419,449 shares; 2025Q1: 18,730 shares; 2025Q2: 13,339 shares; 2025Q3: 12,360 shares 12,360 $794K 0.02% -979 Timeline JILL J JILL INC More: the full row for J JILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,029 shares; 2024Q4: 54,119 shares; 2025Q1: 46,543 shares; 2025Q2: 45,108 shares; 2025Q3: 45,768 shares 45,768 $785K 0.02% +660 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: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 3,062 shares; 2025Q2: 2,999 shares; 2025Q3: 2,995 shares 2,995 $780K 0.02% -4 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: 3,596 shares; 2024Q4: 3,555 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares 3,543 $765K 0.02% 0 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: 6,390 shares; 2024Q4: 6,230 shares; 2025Q1: 6,167 shares; 2025Q2: 5,552 shares; 2025Q3: 5,473 shares 5,473 $757K 0.02% -79 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: 2,420 shares; 2024Q4: 14,829 shares; 2025Q1: 3,733 shares; 2025Q2: 1,781 shares; 2025Q3: 5,530 shares 5,530 $717K 0.02% +3,749 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: 6,229 shares; 2024Q4: 6,229 shares; 2025Q1: 6,206 shares; 2025Q2: 6,116 shares; 2025Q3: 6,096 shares 6,096 $707K 0.02% -20 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: 53,744 shares; 2024Q4: 11,254 shares; 2025Q1: 10,409 shares; 2025Q2: 10,349 shares; 2025Q3: 10,109 shares 10,109 $692K 0.02% -240 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: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,007 shares; 2025Q2: 962 shares; 2025Q3: 981 shares 981 $657K 0.02% +19 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: 2,313 shares 2,313 $633K 0.02% -22 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: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares 1,920 $630K 0.02% 0 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 759 shares 759 $579K 0.02% -8 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: 2,300 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares 2,190 $571K 0.02% 0 Timeline CROX CROCS INC More: the full row for CROCS 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: 6,680 shares; 2025Q2: 6,499 shares; 2025Q3: 6,679 shares 6,679 $558K 0.02% +180 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,034 shares; 2024Q4: 14,034 shares; 2025Q1: 22,676 shares; 2025Q2: 21,233 shares; 2025Q3: 21,233 shares 21,233 $550K 0.02% 0 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800 $514K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares 2,733 $514K 0.01% 0 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: 5,756 shares; 2024Q4: 5,557 shares; 2025Q1: 5,298 shares; 2025Q2: 5,243 shares; 2025Q3: 5,150 shares 5,150 $487K 0.01% -93 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,599 shares; 2024Q4: 2,271 shares; 2025Q1: 941 shares; 2025Q2: 883 shares; 2025Q3: 879 shares 879 $480K 0.01% -4 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 5,687 shares; 2025Q1: 5,127 shares; 2025Q2: 5,048 shares; 2025Q3: 4,821 shares 4,821 $479K 0.01% -227 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,269 shares; 2024Q4: 709,373 shares; 2025Q1: 16,564 shares; 2025Q2: 9,590 shares; 2025Q3: 6,664 shares 6,664 $474K 0.01% -2,926 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,799 shares; 2024Q4: 37,848 shares; 2025Q1: 13,020 shares; 2025Q2: 11,205 shares; 2025Q3: 11,023 shares 11,023 $463K 0.01% -182 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: 1,157 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares 1,127 $457K 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,977 shares; 2025Q1: 10,977 shares; 2025Q2: 6,927 shares; 2025Q3: 6,927 shares 6,927 $449K 0.01% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 954 shares; 2025Q1: 653 shares; 2025Q2: 669 shares; 2025Q3: 671 shares 671 $447K 0.01% +2 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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 922 shares 922 $440K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $430K 0.01% 0 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: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,675 shares 4,675 $408K 0.01% -300 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: 13,549 shares; 2024Q4: 4,749 shares; 2025Q1: 4,749 shares; 2025Q2: 4,120 shares; 2025Q3: 3,905 shares 3,905 $391K 0.01% -215 Timeline VIOO 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: not reported; 2025Q3: 3,514 shares 3,514 $388K 0.01% new 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: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares 5,100 $379K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares 2,920 $377K 0.01% 0 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares 1,235 $349K 0.01% 0 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: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,065 shares; 2025Q3: 3,785 shares 3,785 $346K 0.01% +720 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: 724 shares; 2024Q4: 719 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares 704 $343K 0.01% 0 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares 555 $331K 0.01% 0 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: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares 4,135 $321K 0.01% 0 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 1,425 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares 1,575 $302K 0.01% 0 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER 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: 1,425 shares; 2025Q3: 1,425 shares 1,425 $300K 0.01% 0 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: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 3,800 shares; 2025Q2: 2,945 shares; 2025Q3: 2,890 shares 2,890 $293K 0.01% -55 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 7,810 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,490 shares 3,490 $286K 0.01% -316 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: 3,100 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $284K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 15,650 shares; 2025Q1: 16,250 shares; 2025Q2: 16,250 shares; 2025Q3: 5,550 shares 5,550 $284K 0.01% -10,700 Timeline USMV 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: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 2,870 shares; 2025Q2: 2,870 shares; 2025Q3: 2,877 shares 2,877 $274K 0.01% +7 Timeline KR KROGER CO More: the full row for KROGER CO 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 $270K 0.01% 0 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 361 shares 361 $265K 0.01% -1 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,005 shares; 2025Q3: 1,005 shares 1,005 $254K 0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 356 shares 356 $235K 0.01% new 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares 480 $228K 0.01% 0 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: not reported; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660 $228K 0.01% 0 Timeline IWX 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: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares 2,570 $226K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares 1,718 $220K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,309 shares; 2025Q1: 3,218 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares 2,901 $216K 0.01% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 1,855 shares 1,855 $203K 0.01% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,340 shares; 2024Q4: 16,340 shares; 2025Q1: 16,340 shares; 2025Q2: 16,340 shares; 2025Q3: 16,340 shares 16,340 $123K <0.01% 0 Timeline