DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374,664 shares; 2024Q4: 2,570,342 shares; 2025Q1: 2,406,046 shares; 2025Q2: 2,341,055 shares; 2025Q3: 2,369,559 shares 2,369,559 $89.5M 8.9% +28,504 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800,894 shares; 2024Q4: 2,007,885 shares; 2025Q1: 2,134,609 shares; 2025Q2: 2,180,301 shares; 2025Q3: 2,250,268 shares 2,250,268 $68.4M 6.8% +69,967 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: 527,219 shares; 2024Q4: 571,278 shares; 2025Q1: 607,040 shares; 2025Q2: 620,357 shares; 2025Q3: 639,828 shares 639,828 $43.2M 4.3% +19,471 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,115 shares; 2024Q4: 362,017 shares; 2025Q1: 500,178 shares; 2025Q2: 640,270 shares; 2025Q3: 668,311 shares 668,311 $38.4M 3.82% +28,041 Timeline TDIV 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: 178,870 shares; 2024Q4: 196,021 shares; 2025Q1: 283,764 shares; 2025Q2: 353,820 shares; 2025Q3: 361,352 shares 361,352 $35.6M 3.54% +7,532 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 196,934 shares; 2025Q2: 492,548 shares; 2025Q3: 574,411 shares 574,411 $29.2M 2.9% +81,863 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: 352,382 shares; 2025Q2: 851,162 shares; 2025Q3: 1,004,336 shares 1,004,336 $27M 2.68% +153,174 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,889 shares; 2024Q4: 591,174 shares; 2025Q1: 540,483 shares; 2025Q2: 424,224 shares; 2025Q3: 407,183 shares 407,183 $22M 2.19% -17,041 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,214 shares; 2024Q4: 207,086 shares; 2025Q1: 296,048 shares; 2025Q2: 385,686 shares; 2025Q3: 414,879 shares 414,879 $20.9M 2.08% +29,193 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: 33,424 shares; 2024Q4: 33,117 shares; 2025Q1: 32,491 shares; 2025Q2: 31,504 shares; 2025Q3: 31,099 shares 31,099 $20.7M 2.06% -405 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: 47,993 shares; 2024Q4: 56,222 shares; 2025Q1: 60,611 shares; 2025Q2: 65,705 shares; 2025Q3: 72,308 shares 72,308 $18.4M 1.83% +6,603 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: 16,362 shares; 2024Q4: 18,807 shares; 2025Q1: 24,914 shares; 2025Q2: 31,695 shares; 2025Q3: 35,083 shares 35,083 $18.2M 1.81% +3,388 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,432 shares; 2024Q4: 66,245 shares; 2025Q1: 160,846 shares; 2025Q2: 311,637 shares; 2025Q3: 359,899 shares 359,899 $16.9M 1.68% +48,262 Timeline GRID 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: 75,258 shares; 2024Q4: 92,142 shares; 2025Q1: 106,316 shares; 2025Q2: 104,102 shares; 2025Q3: 105,883 shares 105,883 $16M 1.59% +1,781 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,771 shares; 2024Q4: 391,332 shares; 2025Q1: 430,646 shares; 2025Q2: 533,957 shares; 2025Q3: 537,283 shares 537,283 $15.9M 1.58% +3,326 Timeline REZ 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: 257,529 shares; 2024Q4: 303,214 shares; 2025Q1: 300,753 shares; 2025Q2: 253,861 shares; 2025Q3: 177,814 shares 177,814 $15.1M 1.5% -76,047 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,279 shares 178,279 $14.9M 1.48% new Timeline IDGT 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: 109,029 shares; 2024Q4: 133,353 shares; 2025Q1: 156,911 shares; 2025Q2: 156,686 shares; 2025Q3: 163,423 shares 163,423 $14.2M 1.41% +6,737 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF 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: 310,802 shares; 2025Q3: 516,147 shares 516,147 $13.3M 1.32% +205,345 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: 7,256 shares; 2024Q4: 7,813 shares; 2025Q1: 23,575 shares; 2025Q2: 25,259 shares; 2025Q3: 25,089 shares 25,089 $11.2M 1.11% -170 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: 23,285 shares; 2024Q4: 26,549 shares; 2025Q1: 26,897 shares; 2025Q2: 47,434 shares; 2025Q3: 52,007 shares 52,007 $9.7M 0.97% +4,573 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,077 shares; 2024Q4: 157,861 shares; 2025Q1: 182,448 shares; 2025Q2: 224,155 shares; 2025Q3: 263,485 shares 263,485 $9.13M 0.91% +39,330 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,291 shares; 2025Q1: 84,065 shares; 2025Q2: 69,157 shares; 2025Q3: 134,175 shares 134,175 $8.97M 0.89% +65,018 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,877 shares; 2024Q4: 126,446 shares; 2025Q1: 165,111 shares; 2025Q2: 202,390 shares; 2025Q3: 171,979 shares 171,979 $8.61M 0.86% -30,411 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: 111,748 shares; 2024Q4: 110,311 shares; 2025Q1: 117,005 shares; 2025Q2: 119,762 shares; 2025Q3: 123,430 shares 123,430 $8.4M 0.84% +3,668 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,355 shares; 2024Q4: 81,877 shares; 2025Q1: 109,053 shares; 2025Q2: 160,799 shares; 2025Q3: 175,890 shares 175,890 $8.18M 0.81% +15,091 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: 4,286 shares; 2024Q4: 4,729 shares; 2025Q1: 13,488 shares; 2025Q2: 12,670 shares; 2025Q3: 12,168 shares 12,168 $8.14M 0.81% -502 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: 38,616 shares; 2024Q4: 44,104 shares; 2025Q1: 54,327 shares; 2025Q2: 34,924 shares; 2025Q3: 25,680 shares 25,680 $7.54M 0.75% -9,244 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,103 shares; 2024Q4: 121,086 shares; 2025Q1: 128,238 shares; 2025Q2: 121,158 shares; 2025Q3: 122,292 shares 122,292 $6.98M 0.69% +1,134 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: not reported; 2024Q4: 6,164 shares; 2025Q1: 4,019 shares; 2025Q2: not reported; 2025Q3: 75,529 shares 75,529 $6.9M 0.69% new 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: 7,597 shares; 2024Q4: 7,572 shares; 2025Q1: 7,841 shares; 2025Q2: 7,972 shares; 2025Q3: 11,158 shares 11,158 $6.7M 0.67% +3,186 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055,142 shares; 2024Q4: 1,205,994 shares; 2025Q1: 901,742 shares; 2025Q2: 314,134 shares; 2025Q3: 303,909 shares 303,909 $6.65M 0.66% -10,225 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 150,958 shares 150,958 $6.63M 0.66% new Timeline SDVY 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: 185,483 shares; 2024Q4: 201,302 shares; 2025Q1: 215,248 shares; 2025Q2: 178,088 shares; 2025Q3: 168,952 shares 168,952 $6.42M 0.64% -9,136 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: 76,820 shares; 2024Q4: 74,295 shares; 2025Q1: 87,296 shares; 2025Q2: 71,268 shares; 2025Q3: 69,699 shares 69,699 $6.09M 0.61% -1,569 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: not reported; 2024Q4: not reported; 2025Q1: 32,682 shares; 2025Q2: 72,703 shares; 2025Q3: 96,924 shares 96,924 $5.92M 0.59% +24,221 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: 10,419 shares; 2024Q4: 13,060 shares; 2025Q1: 15,414 shares; 2025Q2: 19,752 shares; 2025Q3: 26,793 shares 26,793 $5.88M 0.59% +7,041 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: 14,315 shares; 2024Q4: 15,545 shares; 2025Q1: 16,527 shares; 2025Q2: 17,143 shares; 2025Q3: 17,897 shares 17,897 $5.65M 0.56% +754 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,591 shares; 2024Q4: 97,537 shares; 2025Q1: 142,667 shares; 2025Q2: 141,388 shares; 2025Q3: 141,510 shares 141,510 $5.46M 0.54% +122 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: 10,376 shares; 2024Q4: 10,774 shares; 2025Q1: 10,566 shares; 2025Q2: 10,645 shares; 2025Q3: 12,531 shares 12,531 $5.08M 0.5% +1,886 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,671 shares; 2024Q4: 128,289 shares; 2025Q1: 145,165 shares; 2025Q2: 161,653 shares; 2025Q3: 168,213 shares 168,213 $4.95M 0.49% +6,560 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: 9,632 shares; 2024Q4: 13,656 shares; 2025Q1: 15,379 shares; 2025Q2: 16,416 shares; 2025Q3: 20,305 shares 20,305 $4.94M 0.49% +3,889 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: 71,571 shares; 2024Q4: 72,319 shares; 2025Q1: 70,909 shares; 2025Q2: 70,654 shares; 2025Q3: 73,666 shares 73,666 $4.81M 0.48% +3,012 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: 2,820 shares; 2024Q4: 4,065 shares; 2025Q1: 4,745 shares; 2025Q2: 5,437 shares; 2025Q3: 6,040 shares 6,040 $4.44M 0.44% +603 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,854 shares; 2025Q1: 38,520 shares; 2025Q2: 55,302 shares; 2025Q3: 62,162 shares 62,162 $4.04M 0.4% +6,860 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,300 shares; 2024Q4: 66,271 shares; 2025Q1: 68,660 shares; 2025Q2: 67,742 shares; 2025Q3: 66,894 shares 66,894 $4.01M 0.4% -848 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: 9,284 shares; 2024Q4: 9,024 shares; 2025Q1: 8,968 shares; 2025Q2: 11,073 shares; 2025Q3: 11,996 shares 11,996 $3.96M 0.39% +923 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: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.77M 0.38% 0 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: 2,541 shares; 2024Q4: 2,551 shares; 2025Q1: 2,673 shares; 2025Q2: 2,743 shares; 2025Q3: 11,367 shares 11,367 $3.73M 0.37% +8,624 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: 7,744 shares; 2024Q4: 8,893 shares; 2025Q1: 9,483 shares; 2025Q2: 12,611 shares; 2025Q3: 15,141 shares 15,141 $3.69M 0.37% +2,530 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: 8,798 shares; 2024Q4: 10,570 shares; 2025Q1: 12,746 shares; 2025Q2: 10,407 shares; 2025Q3: 12,715 shares 12,715 $3.55M 0.35% +2,308 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: 17,481 shares; 2024Q4: 16,995 shares; 2025Q1: 16,914 shares; 2025Q2: 16,920 shares; 2025Q3: 16,932 shares 16,932 $3.45M 0.34% +12 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,203 shares; 2024Q4: 372,719 shares; 2025Q1: 551,152 shares; 2025Q2: 689,784 shares; 2025Q3: 143,207 shares 143,207 $3.42M 0.34% -546,577 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: 855 shares; 2024Q4: 1,000 shares; 2025Q1: 5,448 shares; 2025Q2: 5,458 shares; 2025Q3: 5,524 shares 5,524 $3.38M 0.34% +66 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: 7,110 shares; 2024Q4: 7,079 shares; 2025Q1: 7,081 shares; 2025Q2: 7,126 shares; 2025Q3: 7,063 shares 7,063 $3.31M 0.33% -63 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: 3,979 shares; 2024Q4: 5,245 shares; 2025Q1: 5,546 shares; 2025Q2: 5,933 shares; 2025Q3: 6,238 shares 6,238 $3.14M 0.31% +305 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: 82,532 shares; 2024Q4: 95,725 shares; 2025Q1: 98,493 shares; 2025Q2: 95,562 shares; 2025Q3: 97,647 shares 97,647 $3.09M 0.31% +2,085 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,384 shares; 2024Q4: 148,214 shares; 2025Q1: 117,811 shares; 2025Q2: 38,871 shares; 2025Q3: 30,573 shares 30,573 $3.04M 0.3% -8,298 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: 1,891 shares; 2024Q4: 2,186 shares; 2025Q1: 2,692 shares; 2025Q2: 2,491 shares; 2025Q3: 2,388 shares 2,388 $2.86M 0.28% -103 Timeline SOXX 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: 15,128 shares; 2024Q4: 20,895 shares; 2025Q1: 19,860 shares; 2025Q2: 10,129 shares; 2025Q3: 10,384 shares 10,384 $2.82M 0.28% +255 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: 4,997 shares; 2024Q4: 6,636 shares; 2025Q1: 7,831 shares; 2025Q2: 7,865 shares; 2025Q3: 8,201 shares 8,201 $2.8M 0.28% +336 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,724 shares; 2024Q4: 76,754 shares; 2025Q1: 70,345 shares; 2025Q2: 60,957 shares; 2025Q3: 61,520 shares 61,520 $2.74M 0.27% +563 Timeline IHAK 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: 43,719 shares; 2024Q4: 71,202 shares; 2025Q1: 70,565 shares; 2025Q2: 52,309 shares; 2025Q3: 52,202 shares 52,202 $2.73M 0.27% -107 Timeline FNDF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,813 shares 62,813 $2.7M 0.27% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 19,542 shares; 2025Q2: 19,116 shares; 2025Q3: 19,122 shares 19,122 $2.56M 0.25% +6 Timeline SUSA 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: 15,368 shares; 2024Q4: 17,814 shares; 2025Q1: 17,831 shares; 2025Q2: 17,592 shares; 2025Q3: 17,691 shares 17,691 $2.4M 0.24% +99 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: 32,683 shares; 2024Q4: 31,869 shares; 2025Q1: 35,137 shares; 2025Q2: 34,421 shares; 2025Q3: 34,358 shares 34,358 $2.28M 0.23% -63 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,642 shares; 2024Q4: 39,023 shares; 2025Q1: 47,013 shares; 2025Q2: 56,017 shares; 2025Q3: 59,187 shares 59,187 $2.2M 0.22% +3,170 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: 7,830 shares; 2024Q4: 8,055 shares; 2025Q1: 11,340 shares; 2025Q2: 8,666 shares; 2025Q3: 11,783 shares 11,783 $2.18M 0.22% +3,117 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: 29,160 shares; 2024Q4: 88,383 shares; 2025Q1: 83,678 shares; 2025Q2: 84,752 shares; 2025Q3: 78,756 shares 78,756 $2.15M 0.21% -5,996 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,668 shares; 2024Q4: 29,767 shares; 2025Q1: 29,772 shares; 2025Q2: 29,783 shares; 2025Q3: 29,646 shares 29,646 $2.15M 0.21% -137 Timeline HYMB 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: not reported; 2025Q3: 85,881 shares 85,881 $2.14M 0.21% new 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: 2,542 shares; 2024Q4: 2,952 shares; 2025Q1: 3,627 shares; 2025Q2: 3,449 shares; 2025Q3: 3,713 shares 3,713 $2.11M 0.21% +264 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: 6,004 shares; 2024Q4: 6,210 shares; 2025Q1: 6,126 shares; 2025Q2: 5,910 shares; 2025Q3: 5,907 shares 5,907 $2.1M 0.21% -3 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: 10,535 shares; 2024Q4: 13,708 shares; 2025Q1: 16,856 shares; 2025Q2: 13,837 shares; 2025Q3: 18,487 shares 18,487 $2.08M 0.21% +4,650 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,582 shares; 2024Q4: 21,132 shares; 2025Q1: 25,079 shares; 2025Q2: 29,787 shares; 2025Q3: 40,268 shares 40,268 $2.03M 0.2% +10,481 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: 2,370 shares; 2024Q4: 2,627 shares; 2025Q1: 2,931 shares; 2025Q2: 2,617 shares; 2025Q3: 2,655 shares 2,655 $2.03M 0.2% +38 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: 13,261 shares; 2024Q4: 14,161 shares; 2025Q1: 14,833 shares; 2025Q2: 16,695 shares; 2025Q3: 19,147 shares 19,147 $1.97M 0.2% +2,452 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: 38,300 shares; 2024Q4: 37,767 shares; 2025Q1: 39,022 shares; 2025Q2: 38,466 shares; 2025Q3: 36,824 shares 36,824 $1.95M 0.19% -1,642 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: 10,027 shares; 2024Q4: 10,027 shares; 2025Q1: 17,306 shares; 2025Q2: 16,677 shares; 2025Q3: 16,168 shares 16,168 $1.95M 0.19% -509 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,866 shares; 2024Q4: 15,355 shares; 2025Q1: 12,612 shares; 2025Q2: 11,241 shares; 2025Q3: 10,070 shares 10,070 $1.89M 0.19% -1,171 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,600 shares; 2024Q4: 7,518 shares; 2025Q1: 7,412 shares; 2025Q2: 6,740 shares; 2025Q3: 6,690 shares 6,690 $1.74M 0.17% -50 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: 6,368 shares; 2024Q4: 5,572 shares; 2025Q1: 28,079 shares; 2025Q2: 27,031 shares; 2025Q3: 26,159 shares 26,159 $1.72M 0.17% -872 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: 12,522 shares; 2024Q4: 16,367 shares; 2025Q1: 22,149 shares; 2025Q2: 24,986 shares; 2025Q3: 25,961 shares 25,961 $1.71M 0.17% +975 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,291 shares; 2025Q1: 4,916 shares; 2025Q2: 8,344 shares; 2025Q3: 9,376 shares 9,376 $1.71M 0.17% +1,032 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: 1,525 shares; 2024Q4: 1,593 shares; 2025Q1: 1,621 shares; 2025Q2: 1,779 shares; 2025Q3: 1,838 shares 1,838 $1.7M 0.17% +59 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: 28,811 shares; 2024Q4: 30,563 shares; 2025Q1: 29,429 shares; 2025Q2: 29,392 shares; 2025Q3: 32,298 shares 32,298 $1.67M 0.17% +2,906 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: 61,480 shares; 2025Q2: 37,796 shares; 2025Q3: 35,258 shares 35,258 $1.65M 0.16% -2,538 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: 15,720 shares; 2024Q4: 15,997 shares; 2025Q1: 25,934 shares; 2025Q2: 24,410 shares; 2025Q3: 23,584 shares 23,584 $1.6M 0.16% -826 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: 8,430 shares; 2024Q4: 9,345 shares; 2025Q1: 9,645 shares; 2025Q2: 10,570 shares; 2025Q3: 10,851 shares 10,851 $1.6M 0.16% +281 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,688 shares; 2024Q4: 111,604 shares; 2025Q1: 112,471 shares; 2025Q2: 113,432 shares; 2025Q3: 114,174 shares 114,174 $1.58M 0.16% +742 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: 7,469 shares; 2024Q4: 11,052 shares; 2025Q1: 18,414 shares; 2025Q2: 21,510 shares; 2025Q3: 22,996 shares 22,996 $1.57M 0.16% +1,486 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,375 shares; 2024Q4: 101,778 shares; 2025Q1: 100,543 shares; 2025Q2: 94,869 shares; 2025Q3: 30,362 shares 30,362 $1.54M 0.15% -64,507 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: 7,976 shares; 2024Q4: 11,340 shares; 2025Q1: 14,000 shares; 2025Q2: 13,942 shares; 2025Q3: 15,821 shares 15,821 $1.5M 0.15% +1,879 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 7,866 shares; 2025Q1: 7,896 shares; 2025Q2: 7,723 shares; 2025Q3: 7,865 shares 7,865 $1.49M 0.15% +142 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: not reported; 2024Q4: 53,012 shares; 2025Q1: 54,065 shares; 2025Q2: 55,271 shares; 2025Q3: 55,467 shares 55,467 $1.46M 0.15% +196 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: 8,390 shares; 2024Q4: 9,509 shares; 2025Q1: 10,672 shares; 2025Q2: 9,005 shares; 2025Q3: 9,250 shares 9,250 $1.42M 0.14% +245 Timeline IYW 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: 6,126 shares; 2024Q4: 5,626 shares; 2025Q1: 7,623 shares; 2025Q2: 7,212 shares; 2025Q3: 7,176 shares 7,176 $1.41M 0.14% -36 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: 10,393 shares; 2024Q4: 10,672 shares; 2025Q1: 11,502 shares; 2025Q2: 11,137 shares; 2025Q3: 12,271 shares 12,271 $1.41M 0.14% +1,134 Timeline PPA 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: not reported; 2024Q4: 4,836 shares; 2025Q1: 7,228 shares; 2025Q2: 8,170 shares; 2025Q3: 8,935 shares 8,935 $1.39M 0.14% +765 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: 5,206 shares; 2024Q4: 5,507 shares; 2025Q1: 6,024 shares; 2025Q2: 5,307 shares; 2025Q3: 5,962 shares 5,962 $1.38M 0.14% +655 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: 4,552 shares; 2024Q4: 5,047 shares; 2025Q1: 7,185 shares; 2025Q2: 7,291 shares; 2025Q3: 8,886 shares 8,886 $1.38M 0.14% +1,595 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: 2,945 shares; 2024Q4: 2,995 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,818 shares 2,818 $1.35M 0.13% +2 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: 3,456 shares; 2024Q4: 7,766 shares; 2025Q1: 12,189 shares; 2025Q2: 11,722 shares; 2025Q3: 12,074 shares 12,074 $1.34M 0.13% +352 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 17,260 shares; 2025Q1: 21,454 shares; 2025Q2: 17,591 shares; 2025Q3: 18,596 shares 18,596 $1.32M 0.13% +1,005 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: 11,093 shares; 2024Q4: 12,762 shares; 2025Q1: 14,206 shares; 2025Q2: 17,348 shares; 2025Q3: 30,031 shares 30,031 $1.32M 0.13% +12,683 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: 9,364 shares; 2024Q4: 37,687 shares; 2025Q1: 37,710 shares; 2025Q2: 43,827 shares; 2025Q3: 41,246 shares 41,246 $1.32M 0.13% -2,581 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: 25,119 shares; 2024Q4: 26,021 shares; 2025Q1: 28,856 shares; 2025Q2: 38,153 shares; 2025Q3: 46,310 shares 46,310 $1.31M 0.13% +8,157 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: 2,299 shares; 2024Q4: 2,625 shares; 2025Q1: 2,971 shares; 2025Q2: 4,420 shares; 2025Q3: 4,630 shares 4,630 $1.3M 0.13% +210 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: 3,981 shares; 2024Q4: 4,214 shares; 2025Q1: 4,568 shares; 2025Q2: 7,125 shares; 2025Q3: 9,270 shares 9,270 $1.3M 0.13% +2,145 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: 5,448 shares; 2024Q4: 5,614 shares; 2025Q1: 5,679 shares; 2025Q2: 5,147 shares; 2025Q3: 5,085 shares 5,085 $1.23M 0.12% -62 Timeline ESGD 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: 13,354 shares; 2024Q4: 13,566 shares; 2025Q1: 13,319 shares; 2025Q2: 12,849 shares; 2025Q3: 12,956 shares 12,956 $1.2M 0.12% +107 Timeline ESGU 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: 1,596 shares; 2024Q4: 1,601 shares; 2025Q1: 8,146 shares; 2025Q2: 8,121 shares; 2025Q3: 8,134 shares 8,134 $1.18M 0.12% +13 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: 6,355 shares; 2024Q4: 6,224 shares; 2025Q1: 5,139 shares; 2025Q2: 7,416 shares; 2025Q3: 8,792 shares 8,792 $1.16M 0.12% +1,376 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: 2,330 shares; 2024Q4: 3,113 shares; 2025Q1: 3,305 shares; 2025Q2: 3,831 shares; 2025Q3: 4,528 shares 4,528 $1.14M 0.11% +697 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 14,802 shares; 2025Q1: 19,296 shares; 2025Q2: 19,259 shares; 2025Q3: 21,132 shares 21,132 $1.12M 0.11% +1,873 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: 11,542 shares; 2024Q4: 11,547 shares; 2025Q1: 11,707 shares; 2025Q2: 11,637 shares; 2025Q3: 11,640 shares 11,640 $1.12M 0.11% +3 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: 6,178 shares; 2024Q4: 9,451 shares; 2025Q1: 11,917 shares; 2025Q2: 10,861 shares; 2025Q3: 10,975 shares 10,975 $1.1M 0.11% +114 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: 2,817 shares; 2024Q4: 3,915 shares; 2025Q1: 7,014 shares; 2025Q2: 6,916 shares; 2025Q3: 6,733 shares 6,733 $1.09M 0.11% -183 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,161 shares; 2025Q1: 3,163 shares; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares 3,161 $1.07M 0.11% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,724 shares; 2024Q4: 24,015 shares; 2025Q1: 24,938 shares; 2025Q2: 23,091 shares; 2025Q3: 22,211 shares 22,211 $1.07M 0.11% -880 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: 3,275 shares; 2024Q4: 4,936 shares; 2025Q1: 7,411 shares; 2025Q2: 7,334 shares; 2025Q3: 10,465 shares 10,465 $1.06M 0.11% +3,131 Timeline IWV 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: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares 2,729 $1.03M 0.1% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,234 shares; 2025Q2: 7,289 shares; 2025Q3: 7,175 shares 7,175 $1.02M 0.1% -114 Timeline QUAL 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: 1,975 shares; 2024Q4: 2,053 shares; 2025Q1: 5,917 shares; 2025Q2: 5,227 shares; 2025Q3: 5,166 shares 5,166 $1M 0.1% -61 Timeline IUSV 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: 12,926 shares; 2025Q2: 10,720 shares; 2025Q3: 9,970 shares 9,970 $997K 0.1% -750 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: 1,048 shares; 2024Q4: 1,893 shares; 2025Q1: 1,958 shares; 2025Q2: 1,800 shares; 2025Q3: 2,040 shares 2,040 $973K 0.1% +240 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 25,094 shares; 2025Q1: 25,199 shares; 2025Q2: 25,306 shares; 2025Q3: 25,306 shares 25,306 $969K 0.1% 0 Timeline IAI 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: 3,612 shares; 2025Q1: 5,768 shares; 2025Q2: 5,481 shares; 2025Q3: 5,462 shares 5,462 $966K 0.1% -19 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,520 shares; 2024Q4: 8,545 shares; 2025Q1: 8,591 shares; 2025Q2: 8,614 shares; 2025Q3: 8,633 shares 8,633 $938K 0.09% +19 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: 3,558 shares; 2024Q4: 4,465 shares; 2025Q1: 5,634 shares; 2025Q2: 4,456 shares; 2025Q3: 5,632 shares 5,632 $937K 0.09% +1,176 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: 1,494 shares; 2024Q4: 1,595 shares; 2025Q1: 2,203 shares; 2025Q2: 2,809 shares; 2025Q3: 3,251 shares 3,251 $917K 0.09% +442 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: 3,676 shares; 2024Q4: 5,400 shares; 2025Q1: 7,011 shares; 2025Q2: 6,155 shares; 2025Q3: 6,839 shares 6,839 $916K 0.09% +684 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: 11,112 shares; 2024Q4: 12,576 shares; 2025Q1: 18,494 shares; 2025Q2: 17,046 shares; 2025Q3: 17,663 shares 17,663 $890K 0.09% +617 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: 2,463 shares; 2024Q4: 2,521 shares; 2025Q1: 2,814 shares; 2025Q2: 4,856 shares; 2025Q3: 5,154 shares 5,154 $881K 0.09% +298 Timeline IBB 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: 139,747 shares; 2025Q1: 110,088 shares; 2025Q2: 13,103 shares; 2025Q3: 5,986 shares 5,986 $864K 0.09% -7,117 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,941 shares; 2024Q4: 19,138 shares; 2025Q1: 25,008 shares; 2025Q2: 23,761 shares; 2025Q3: 24,114 shares 24,114 $854K 0.08% +353 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: 942 shares; 2024Q4: 2,401 shares; 2025Q1: 3,582 shares; 2025Q2: 2,113 shares; 2025Q3: 4,189 shares 4,189 $853K 0.08% +2,076 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: 2,125 shares; 2024Q4: 2,249 shares; 2025Q1: 3,050 shares; 2025Q2: 7,439 shares; 2025Q3: 8,924 shares 8,924 $844K 0.08% +1,485 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,100 shares; 2024Q4: 31,100 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: 31,100 shares 31,100 $843K 0.08% 0 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: 2,907 shares; 2024Q4: 3,945 shares; 2025Q1: 4,227 shares; 2025Q2: 3,263 shares; 2025Q3: 3,551 shares 3,551 $842K 0.08% +288 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 713 shares; 2025Q1: 964 shares; 2025Q2: 601 shares; 2025Q3: 863 shares 863 $835K 0.08% +262 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 9,171 shares; 2025Q1: 9,617 shares; 2025Q2: 9,851 shares; 2025Q3: 10,032 shares 10,032 $832K 0.08% +181 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,902 shares; 2025Q1: 6,241 shares; 2025Q2: 6,402 shares; 2025Q3: 6,670 shares 6,670 $825K 0.08% +268 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: 2,334 shares; 2024Q4: 3,782 shares; 2025Q1: 4,468 shares; 2025Q2: 5,469 shares; 2025Q3: 6,609 shares 6,609 $818K 0.08% +1,140 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: 1,759 shares; 2024Q4: 2,023 shares; 2025Q1: 2,808 shares; 2025Q2: 2,349 shares; 2025Q3: 2,657 shares 2,657 $807K 0.08% +308 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 14,985 shares; 2025Q1: 27,628 shares; 2025Q2: 27,728 shares; 2025Q3: 27,972 shares 27,972 $805K 0.08% +244 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,521 shares; 2025Q3: 3,774 shares 3,774 $802K 0.08% +253 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: 6,377 shares; 2024Q4: 4,738 shares; 2025Q1: 5,728 shares; 2025Q2: 8,426 shares; 2025Q3: 9,447 shares 9,447 $792K 0.08% +1,021 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: 13,181 shares; 2024Q4: 14,486 shares; 2025Q1: 12,828 shares; 2025Q2: 12,851 shares; 2025Q3: 13,165 shares 13,165 $789K 0.08% +314 Timeline TFI 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: 6,704 shares; 2025Q3: 17,244 shares 17,244 $786K 0.08% +10,540 Timeline FOXA FOX CORP More: the full row for FOX 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: 7,268 shares; 2025Q3: 12,430 shares 12,430 $784K 0.08% +5,162 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: 1,246 shares; 2024Q4: 1,644 shares; 2025Q1: 3,098 shares; 2025Q2: 2,760 shares; 2025Q3: 2,806 shares 2,806 $769K 0.08% +46 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: 3,501 shares; 2024Q4: 3,993 shares; 2025Q1: 3,743 shares; 2025Q2: 3,996 shares; 2025Q3: 4,793 shares 4,793 $762K 0.08% +797 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: not reported; 2024Q4: 4,946 shares; 2025Q1: 5,147 shares; 2025Q2: 3,738 shares; 2025Q3: 3,677 shares 3,677 $759K 0.08% -61 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: 597 shares; 2024Q4: 999 shares; 2025Q1: 1,497 shares; 2025Q2: 1,020 shares; 2025Q3: 1,001 shares 1,001 $759K 0.08% -19 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: 861 shares; 2024Q4: 1,436 shares; 2025Q1: 2,365 shares; 2025Q2: 3,179 shares; 2025Q3: 2,528 shares 2,528 $742K 0.07% -651 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: 1,053 shares; 2024Q4: 1,257 shares; 2025Q1: 1,674 shares; 2025Q2: 1,472 shares; 2025Q3: 1,504 shares 1,504 $732K 0.07% +32 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,526 shares; 2024Q4: 28,526 shares; 2025Q1: 29,305 shares; 2025Q2: 28,700 shares; 2025Q3: 29,171 shares 29,171 $727K 0.07% +471 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: 2,654 shares; 2024Q4: 2,883 shares; 2025Q1: 3,079 shares; 2025Q2: 3,734 shares; 2025Q3: 4,316 shares 4,316 $722K 0.07% +582 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: 1,154 shares; 2024Q4: 1,337 shares; 2025Q1: 1,471 shares; 2025Q2: 2,016 shares; 2025Q3: 2,085 shares 2,085 $720K 0.07% +69 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: 4,766 shares; 2024Q4: 4,712 shares; 2025Q1: 4,641 shares; 2025Q2: 4,124 shares; 2025Q3: 3,985 shares 3,985 $705K 0.07% -139 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,502 shares; 2025Q1: 4,553 shares; 2025Q2: 4,364 shares; 2025Q3: 4,705 shares 4,705 $699K 0.07% +341 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: 3,183 shares; 2024Q4: 3,205 shares; 2025Q1: 9,412 shares; 2025Q2: 7,148 shares; 2025Q3: 6,128 shares 6,128 $698K 0.07% -1,020 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: 3,840 shares; 2024Q4: 4,204 shares; 2025Q1: 3,792 shares; 2025Q2: 6,600 shares; 2025Q3: 9,169 shares 9,169 $692K 0.07% +2,569 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,948 shares; 2025Q3: 4,026 shares 4,026 $686K 0.07% +78 Timeline SUSC 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: 34,291 shares; 2024Q4: 34,755 shares; 2025Q1: 25,238 shares; 2025Q2: 28,720 shares; 2025Q3: 29,049 shares 29,049 $684K 0.07% +329 Timeline BGRN 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: 12,777 shares; 2024Q4: 12,944 shares; 2025Q1: 13,518 shares; 2025Q2: 14,051 shares; 2025Q3: 14,153 shares 14,153 $681K 0.07% +102 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: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: 7,308 shares; 2025Q2: 7,324 shares; 2025Q3: 7,290 shares 7,290 $681K 0.07% -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: 1,790 shares; 2024Q4: 1,777 shares; 2025Q1: 1,810 shares; 2025Q2: 3,109 shares; 2025Q3: 4,000 shares 4,000 $678K 0.07% +891 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: 867 shares; 2024Q4: 1,022 shares; 2025Q1: 1,561 shares; 2025Q2: 528 shares; 2025Q3: 1,379 shares 1,379 $669K 0.07% +851 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: not reported; 2024Q4: 2,627 shares; 2025Q1: 2,870 shares; 2025Q2: 4,366 shares; 2025Q3: 5,908 shares 5,908 $665K 0.07% +1,542 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: 7,387 shares; 2024Q4: 8,775 shares; 2025Q1: 10,820 shares; 2025Q2: 11,316 shares; 2025Q3: 11,210 shares 11,210 $665K 0.07% -106 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: 963 shares; 2024Q4: 1,087 shares; 2025Q1: 1,629 shares; 2025Q2: 1,855 shares; 2025Q3: 2,809 shares 2,809 $664K 0.07% +954 Timeline SUSB 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: 30,389 shares; 2024Q4: 30,834 shares; 2025Q1: 31,420 shares; 2025Q2: 29,794 shares; 2025Q3: 26,171 shares 26,171 $662K 0.07% -3,623 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: 8,599 shares; 2024Q4: 7,313 shares; 2025Q1: 7,501 shares; 2025Q2: 6,150 shares; 2025Q3: 6,313 shares 6,313 $660K 0.07% +163 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 7,227 shares; 2025Q1: 11,602 shares; 2025Q2: 11,420 shares; 2025Q3: 11,678 shares 11,678 $656K 0.07% +258 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: 7,104 shares; 2024Q4: 6,817 shares; 2025Q1: 6,740 shares; 2025Q2: 7,028 shares; 2025Q3: 7,804 shares 7,804 $655K 0.07% +776 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: 1,969 shares; 2024Q4: 2,472 shares; 2025Q1: 8,844 shares; 2025Q2: 5,563 shares; 2025Q3: 5,490 shares 5,490 $652K 0.06% -73 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: not reported; 2024Q4: not reported; 2025Q1: 9,223 shares; 2025Q2: 7,096 shares; 2025Q3: 6,781 shares 6,781 $645K 0.06% -315 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: 14,947 shares; 2024Q4: 14,947 shares; 2025Q1: 14,947 shares; 2025Q2: 14,947 shares; 2025Q3: 14,947 shares 14,947 $633K 0.06% 0 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: not reported; 2025Q1: 4,841 shares; 2025Q2: 5,917 shares; 2025Q3: 5,706 shares 5,706 $627K 0.06% -211 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: 452 shares; 2024Q4: 509 shares; 2025Q1: 565 shares; 2025Q2: 836 shares; 2025Q3: 919 shares 919 $627K 0.06% +83 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,539 shares; 2025Q1: 30,658 shares; 2025Q2: 28,187 shares; 2025Q3: 28,032 shares 28,032 $626K 0.06% -155 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 2,518 shares; 2025Q3: 5,405 shares 5,405 $619K 0.06% +2,887 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,463 shares; 2025Q1: 5,811 shares; 2025Q2: 6,125 shares; 2025Q3: 6,198 shares 6,198 $616K 0.06% +73 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: 2,402 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 3,096 shares; 2025Q3: 4,792 shares 4,792 $614K 0.06% +1,696 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 951 shares; 2025Q2: 1,035 shares; 2025Q3: 1,245 shares 1,245 $611K 0.06% +210 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: 2,327 shares; 2024Q4: 1,890 shares; 2025Q1: 1,581 shares; 2025Q2: 2,155 shares; 2025Q3: 3,171 shares 3,171 $610K 0.06% +1,016 Timeline ICSH 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: 18,552 shares; 2024Q4: 15,632 shares; 2025Q1: 14,045 shares; 2025Q2: 13,596 shares; 2025Q3: 12,003 shares 12,003 $609K 0.06% -1,593 Timeline IVLU 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: 17,225 shares; 2025Q2: 17,046 shares; 2025Q3: 17,046 shares 17,046 $605K 0.06% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE 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: 11,958 shares 11,958 $601K 0.06% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,211 shares; 2025Q1: 3,217 shares; 2025Q2: 3,328 shares; 2025Q3: 3,711 shares 3,711 $600K 0.06% +383 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,069 shares; 2024Q4: 24,833 shares; 2025Q1: 36,472 shares; 2025Q2: 34,759 shares; 2025Q3: 37,446 shares 37,446 $597K 0.06% +2,687 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 13,002 shares; 2025Q1: 19,077 shares; 2025Q2: 22,123 shares; 2025Q3: 22,870 shares 22,870 $596K 0.06% +747 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: 1,050 shares; 2024Q4: 1,039 shares; 2025Q1: 1,048 shares; 2025Q2: 1,543 shares; 2025Q3: 1,716 shares 1,716 $585K 0.06% +173 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: 16,096 shares; 2024Q4: 16,377 shares; 2025Q1: 20,693 shares; 2025Q2: 17,109 shares; 2025Q3: 22,674 shares 22,674 $578K 0.06% +5,565 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: 1,787 shares; 2024Q4: 1,393 shares; 2025Q1: 1,887 shares; 2025Q2: 2,249 shares; 2025Q3: 2,898 shares 2,898 $575K 0.06% +649 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: 1,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,879 shares; 2025Q3: 2,963 shares 2,963 $571K 0.06% +84 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: 2,893 shares; 2024Q4: 2,885 shares; 2025Q1: 2,914 shares; 2025Q2: 2,930 shares; 2025Q3: 2,974 shares 2,974 $555K 0.06% +44 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: 384 shares; 2024Q4: 477 shares; 2025Q1: 575 shares; 2025Q2: 484 shares; 2025Q3: 514 shares 514 $554K 0.06% +30 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 88 shares; 2025Q2: 94 shares; 2025Q3: 101 shares 101 $547K 0.05% +7 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: 2,682 shares; 2024Q4: 3,195 shares; 2025Q1: 3,803 shares; 2025Q2: 3,630 shares; 2025Q3: 3,496 shares 3,496 $542K 0.05% -134 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: 1,979 shares; 2024Q4: 2,020 shares; 2025Q1: 2,209 shares; 2025Q2: 3,425 shares; 2025Q3: 3,732 shares 3,732 $539K 0.05% +307 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: 353 shares; 2024Q4: 453 shares; 2025Q1: 412 shares; 2025Q2: 727 shares; 2025Q3: 585 shares 585 $538K 0.05% -142 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 11,152 shares; 2025Q2: 11,969 shares; 2025Q3: 12,725 shares 12,725 $534K 0.05% +756 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: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,588 shares; 2025Q3: 2,454 shares 2,454 $530K 0.05% +866 Timeline IBHF 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: 22,623 shares 22,623 $529K 0.05% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,458 shares; 2025Q3: 3,348 shares 3,348 $528K 0.05% +890 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,868 shares; 2025Q2: 1,685 shares; 2025Q3: 1,973 shares 1,973 $527K 0.05% +288 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: not reported; 2025Q1: 249 shares; 2025Q2: 361 shares; 2025Q3: 450 shares 450 $524K 0.05% +89 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 26,015 shares; 2025Q1: 38,873 shares; 2025Q2: 36,831 shares; 2025Q3: 28,745 shares 28,745 $522K 0.05% -8,086 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 5,299 shares; 2025Q3: 6,152 shares 6,152 $519K 0.05% +853 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: 1,092 shares; 2024Q4: 1,047 shares; 2025Q1: 1,132 shares; 2025Q2: 1,582 shares; 2025Q3: 1,458 shares 1,458 $514K 0.05% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 6,298 shares 6,298 $508K 0.05% +1,553 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: 8,051 shares; 2024Q4: 8,075 shares; 2025Q1: 8,791 shares; 2025Q2: 13,523 shares; 2025Q3: 14,296 shares 14,296 $508K 0.05% +773 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: 1,040 shares; 2024Q4: 1,108 shares; 2025Q1: 1,443 shares; 2025Q2: 1,452 shares; 2025Q3: 1,527 shares 1,527 $507K 0.05% +75 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,821 shares; 2024Q4: 27,478 shares; 2025Q1: 55,116 shares; 2025Q2: 41,172 shares; 2025Q3: 43,317 shares 43,317 $502K 0.05% +2,145 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 12,917 shares; 2025Q1: 26,834 shares; 2025Q2: 38,549 shares; 2025Q3: 38,800 shares 38,800 $495K 0.05% +251 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 6,265 shares; 2025Q3: 6,265 shares 6,265 $494K 0.05% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,404 shares; 2024Q4: 17,750 shares; 2025Q1: 21,436 shares; 2025Q2: 24,425 shares; 2025Q3: 25,403 shares 25,403 $489K 0.05% +978 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: 2,412 shares; 2025Q3: 2,914 shares 2,914 $488K 0.05% +502 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: 3,764 shares; 2024Q4: 4,161 shares; 2025Q1: 4,875 shares; 2025Q2: 3,826 shares; 2025Q3: 4,358 shares 4,358 $487K 0.05% +532 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: 1,703 shares; 2024Q4: 1,443 shares; 2025Q1: 1,497 shares; 2025Q2: 1,513 shares; 2025Q3: 1,607 shares 1,607 $483K 0.05% +94 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,457 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares 1,450 $483K 0.05% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 21,450 shares; 2025Q2: 21,450 shares; 2025Q3: 21,450 shares 21,450 $480K 0.05% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 963 shares; 2025Q1: 1,661 shares; 2025Q2: 1,652 shares; 2025Q3: 1,610 shares 1,610 $480K 0.05% -42 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: 781 shares; 2024Q4: 871 shares; 2025Q1: 964 shares; 2025Q2: 983 shares; 2025Q3: 999 shares 999 $476K 0.05% +16 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,018 shares; 2025Q1: 5,424 shares; 2025Q2: 6,706 shares; 2025Q3: 13,832 shares 13,832 $473K 0.05% +7,126 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: 10,494 shares; 2024Q4: 12,771 shares; 2025Q1: 18,686 shares; 2025Q2: 13,238 shares; 2025Q3: 15,029 shares 15,029 $472K 0.05% +1,791 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: 9,342 shares; 2024Q4: 9,403 shares; 2025Q1: 11,897 shares; 2025Q2: 11,267 shares; 2025Q3: 10,193 shares 10,193 $471K 0.05% -1,074 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,352 shares; 2025Q1: 19,568 shares; 2025Q2: 19,066 shares; 2025Q3: 18,898 shares 18,898 $470K 0.05% -168 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: 1,153 shares; 2024Q4: 1,244 shares; 2025Q1: 1,383 shares; 2025Q2: 1,682 shares; 2025Q3: 1,657 shares 1,657 $468K 0.05% -25 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 11,383 shares; 2025Q1: 13,088 shares; 2025Q2: 9,378 shares; 2025Q3: 11,381 shares 11,381 $467K 0.05% +2,003 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: 77,411 shares; 2024Q4: 73,027 shares; 2025Q1: 109,587 shares; 2025Q2: 97,473 shares; 2025Q3: 101,657 shares 101,657 $462K 0.05% +4,184 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,848 shares; 2024Q4: 48,693 shares; 2025Q1: 88,485 shares; 2025Q2: 31,890 shares; 2025Q3: 42,417 shares 42,417 $461K 0.05% +10,527 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,187 shares; 2024Q4: 27,322 shares; 2025Q1: 38,002 shares; 2025Q2: 40,396 shares; 2025Q3: 43,837 shares 43,837 $459K 0.05% +3,441 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: 2,216 shares; 2024Q4: 1,804 shares; 2025Q1: 1,703 shares; 2025Q2: 1,794 shares; 2025Q3: 1,798 shares 1,798 $457K 0.05% +4 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: 982 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 1,058 shares; 2025Q3: 986 shares 986 $457K 0.05% -72 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS 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: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 2,401 shares 2,401 $454K 0.05% +822 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,686 shares; 2025Q2: 2,585 shares; 2025Q3: 3,097 shares 3,097 $451K 0.04% +512 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,696 shares; 2025Q3: 9,523 shares 9,523 $450K 0.04% +1,827 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 3,582 shares; 2025Q3: 3,680 shares 3,680 $446K 0.04% +98 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: 1,597 shares; 2024Q4: 1,476 shares; 2025Q1: 1,548 shares; 2025Q2: 1,694 shares; 2025Q3: 2,178 shares 2,178 $446K 0.04% +484 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 4,133 shares; 2025Q1: 6,582 shares; 2025Q2: 4,827 shares; 2025Q3: 4,882 shares 4,882 $443K 0.04% +55 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 755 shares; 2025Q1: 657 shares; 2025Q2: 614 shares; 2025Q3: 633 shares 633 $442K 0.04% +19 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: 1,890 shares; 2024Q4: 2,346 shares; 2025Q1: 2,948 shares; 2025Q2: 2,812 shares; 2025Q3: 2,182 shares 2,182 $440K 0.04% -630 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: 998 shares; 2024Q4: 1,020 shares; 2025Q1: 1,019 shares; 2025Q2: 1,316 shares; 2025Q3: 1,368 shares 1,368 $435K 0.04% +52 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: not reported; 2024Q4: not reported; 2025Q1: 4,617 shares; 2025Q2: 3,666 shares; 2025Q3: 3,669 shares 3,669 $435K 0.04% +3 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: 5,162 shares; 2024Q4: 4,823 shares; 2025Q1: 10,452 shares; 2025Q2: 3,837 shares; 2025Q3: 5,649 shares 5,649 $433K 0.04% +1,812 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: 974 shares; 2024Q4: 1,075 shares; 2025Q1: 1,240 shares; 2025Q2: 1,478 shares; 2025Q3: 1,549 shares 1,549 $432K 0.04% +71 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: 727 shares; 2024Q4: 668 shares; 2025Q1: 739 shares; 2025Q2: 931 shares; 2025Q3: 938 shares 938 $429K 0.04% +7 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: 521 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 713 shares 713 $425K 0.04% +190 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: 3,965 shares; 2024Q4: 5,774 shares; 2025Q1: 9,542 shares; 2025Q2: 4,363 shares; 2025Q3: 5,936 shares 5,936 $425K 0.04% +1,573 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: not reported; 2025Q2: 438 shares; 2025Q3: 530 shares 530 $422K 0.04% +92 Timeline ARGT 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: not reported; 2024Q4: 4,876 shares; 2025Q1: 5,825 shares; 2025Q2: 6,000 shares; 2025Q3: 6,014 shares 6,014 $420K 0.04% +14 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: 1,514 shares; 2024Q4: 1,483 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,484 shares 1,484 $418K 0.04% -27 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: 4,951 shares; 2025Q2: 4,757 shares; 2025Q3: 8,266 shares 8,266 $417K 0.04% +3,509 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: 1,112 shares; 2024Q4: 1,607 shares; 2025Q1: 1,640 shares; 2025Q2: 2,566 shares; 2025Q3: 1,689 shares 1,689 $416K 0.04% -877 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: 13,051 shares; 2024Q4: 15,232 shares; 2025Q1: 18,615 shares; 2025Q2: 18,669 shares; 2025Q3: 20,019 shares 20,019 $414K 0.04% +1,350 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 12,468 shares; 2025Q1: 13,394 shares; 2025Q2: 13,491 shares; 2025Q3: 13,186 shares 13,186 $411K 0.04% -305 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: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,560 shares 1,560 $407K 0.04% +472 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: not reported; 2024Q4: 1,587 shares; 2025Q1: 2,215 shares; 2025Q2: 2,405 shares; 2025Q3: 2,414 shares 2,414 $407K 0.04% +9 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: 445 shares; 2025Q2: 617 shares; 2025Q3: 667 shares 667 $407K 0.04% +50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,695 shares; 2025Q3: 3,013 shares 3,013 $403K 0.04% +318 Timeline PRF 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: 8,855 shares; 2024Q4: 8,861 shares; 2025Q1: 8,866 shares; 2025Q2: 8,870 shares; 2025Q3: 8,875 shares 8,875 $401K 0.04% +5 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: 1,360 shares; 2024Q4: 1,719 shares; 2025Q1: 2,166 shares; 2025Q2: 2,248 shares; 2025Q3: 1,864 shares 1,864 $400K 0.04% -384 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 94 shares; 2025Q1: 96 shares; 2025Q2: 99 shares; 2025Q3: 93 shares 93 $399K 0.04% -6 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,143 shares; 2024Q4: 5,318 shares; 2025Q1: 5,277 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares 5,312 $399K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,924 shares; 2025Q2: 3,451 shares; 2025Q3: 4,160 shares 4,160 $397K 0.04% +709 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: 682 shares; 2024Q4: 721 shares; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,058 shares 1,058 $396K 0.04% +64 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: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,920 shares; 2025Q2: 1,239 shares; 2025Q3: 1,646 shares 1,646 $394K 0.04% +407 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: 4,058 shares; 2024Q4: 4,035 shares; 2025Q1: 4,047 shares; 2025Q2: 4,059 shares; 2025Q3: 4,073 shares 4,073 $393K 0.04% +14 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: 6,786 shares; 2024Q4: 7,086 shares; 2025Q1: 7,039 shares; 2025Q2: 8,338 shares; 2025Q3: 8,564 shares 8,564 $392K 0.04% +226 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 4,484 shares; 2025Q3: 4,795 shares 4,795 $383K 0.04% +311 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: 1,244 shares; 2024Q4: 1,546 shares; 2025Q1: 2,009 shares; 2025Q2: 2,020 shares; 2025Q3: 1,549 shares 1,549 $383K 0.04% -471 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,318 shares; 2025Q3: 4,997 shares 4,997 $377K 0.04% +679 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: not reported; 2025Q2: not reported; 2025Q3: 6,167 shares 6,167 $375K 0.04% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 870 shares 870 $371K 0.04% -36 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: 945 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 910 shares; 2025Q3: 916 shares 916 $369K 0.04% +6 Timeline RELX RELX PLC More: the full row for RELX 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: 4,389 shares; 2025Q2: 5,056 shares; 2025Q3: 7,658 shares 7,658 $366K 0.04% +2,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,482 shares 1,482 $364K 0.04% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,366 shares 3,366 $363K 0.04% new 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: 1,817 shares; 2024Q4: 1,919 shares; 2025Q1: 1,858 shares; 2025Q2: 2,060 shares; 2025Q3: 1,974 shares 1,974 $363K 0.04% -86 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,906 shares 5,906 $361K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,025 shares 2,025 $361K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,768 shares 3,768 $359K 0.04% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 408 shares; 2025Q1: 485 shares; 2025Q2: 621 shares; 2025Q3: 479 shares 479 $358K 0.04% -142 Timeline SHE 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: 3,247 shares; 2024Q4: 3,259 shares; 2025Q1: 2,969 shares; 2025Q2: 2,793 shares; 2025Q3: 2,800 shares 2,800 $357K 0.04% +7 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,620 shares; 2025Q3: 1,661 shares 1,661 $356K 0.04% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 3,177 shares 3,177 $356K 0.04% +877 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: 1,547 shares; 2024Q4: 1,255 shares; 2025Q1: 1,864 shares; 2025Q2: 1,869 shares; 2025Q3: 1,867 shares 1,867 $355K 0.04% -2 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,398 shares; 2025Q3: 2,709 shares 2,709 $352K 0.04% +311 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: not reported; 2024Q4: 1,179 shares; 2025Q1: 1,403 shares; 2025Q2: 1,389 shares; 2025Q3: 1,432 shares 1,432 $351K 0.03% +43 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,833 shares; 2025Q2: 1,252 shares; 2025Q3: 1,317 shares 1,317 $351K 0.03% +65 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares 1,639 $350K 0.03% new Timeline FIW 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: 3,569 shares; 2024Q4: 3,567 shares; 2025Q1: 3,293 shares; 2025Q2: 3,109 shares; 2025Q3: 3,099 shares 3,099 $348K 0.03% -10 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: not reported; 2024Q4: not reported; 2025Q1: 2,556 shares; 2025Q2: 2,515 shares; 2025Q3: 2,619 shares 2,619 $344K 0.03% +104 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,831 shares; 2025Q1: 6,427 shares; 2025Q2: 5,803 shares; 2025Q3: 5,809 shares 5,809 $340K 0.03% +6 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: 4,789 shares; 2024Q4: 8,282 shares; 2025Q1: 9,239 shares; 2025Q2: 5,227 shares; 2025Q3: 7,529 shares 7,529 $340K 0.03% +2,302 Timeline STE STERIS PLC More: the full row for STERIS 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: 1,303 shares; 2025Q2: 1,445 shares; 2025Q3: 1,372 shares 1,372 $339K 0.03% -73 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: 2,967 shares; 2024Q4: 3,105 shares; 2025Q1: 3,670 shares; 2025Q2: 3,684 shares; 2025Q3: 4,293 shares 4,293 $339K 0.03% +609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 2,288 shares 2,288 $338K 0.03% +522 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 10,221 shares 10,221 $333K 0.03% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 8,941 shares; 2025Q1: 8,886 shares; 2025Q2: 7,661 shares; 2025Q3: 7,479 shares 7,479 $333K 0.03% -182 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. 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: 6,129 shares; 2025Q2: 4,966 shares; 2025Q3: 5,478 shares 5,478 $331K 0.03% +512 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: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 526 shares; 2025Q3: 697 shares 697 $331K 0.03% +171 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: not reported; 2024Q4: not reported; 2025Q1: 1,648 shares; 2025Q2: 1,204 shares; 2025Q3: 1,205 shares 1,205 $330K 0.03% +1 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,637 shares; 2025Q2: 2,416 shares; 2025Q3: 2,999 shares 2,999 $327K 0.03% +583 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: 2,649 shares; 2024Q4: 2,692 shares; 2025Q1: 2,907 shares; 2025Q2: 2,925 shares; 2025Q3: 2,954 shares 2,954 $326K 0.03% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 936 shares 936 $324K 0.03% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,024 shares; 2025Q3: 3,460 shares 3,460 $322K 0.03% +436 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: 420 shares; 2024Q4: 527 shares; 2025Q1: 610 shares; 2025Q2: 1,042 shares; 2025Q3: 643 shares 643 $321K 0.03% -399 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 4,222 shares; 2025Q3: 4,507 shares 4,507 $320K 0.03% +285 Timeline PTC PTC INC More: the full row for PTC 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: 1,503 shares; 2025Q2: 1,579 shares; 2025Q3: 1,577 shares 1,577 $320K 0.03% -2 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: 8,769 shares; 2024Q4: not reported; 2025Q1: 10,562 shares; 2025Q2: 10,042 shares; 2025Q3: 9,473 shares 9,473 $318K 0.03% -569 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares 616 $317K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,020 shares; 2025Q1: 1,099 shares; 2025Q2: 1,421 shares; 2025Q3: 1,427 shares 1,427 $315K 0.03% +6 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: 3,825 shares; 2024Q4: 6,005 shares; 2025Q1: 8,200 shares; 2025Q2: not reported; 2025Q3: 5,637 shares 5,637 $314K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,792 shares; 2025Q1: 3,728 shares; 2025Q2: 3,030 shares; 2025Q3: 2,490 shares 2,490 $310K 0.03% -540 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: 1,229 shares; 2024Q4: 1,369 shares; 2025Q1: 1,536 shares; 2025Q2: 1,223 shares; 2025Q3: 1,309 shares 1,309 $309K 0.03% +86 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: 3,023 shares; 2025Q1: 2,943 shares; 2025Q2: 5,704 shares; 2025Q3: 6,288 shares 6,288 $308K 0.03% +584 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: 2,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: 3,142 shares 3,142 $308K 0.03% +930 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: 862 shares; 2025Q2: 996 shares; 2025Q3: 1,138 shares 1,138 $307K 0.03% +142 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,920 shares; 2024Q4: 4,347 shares; 2025Q1: 8,498 shares; 2025Q2: 4,840 shares; 2025Q3: 5,142 shares 5,142 $307K 0.03% +302 PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 2,720 shares; 2025Q1: 3,176 shares; 2025Q2: 3,181 shares; 2025Q3: 2,410 shares 2,410 $305K 0.03% -771 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 3,077 shares; 2025Q1: 3,965 shares; 2025Q2: 3,284 shares; 2025Q3: 3,610 shares 3,610 $305K 0.03% +326 Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 6,677 shares; 2025Q2: 9,653 shares; 2025Q3: 10,050 shares 10,050 $304K 0.03% +397 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: 1,061 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 959 shares; 2025Q3: 941 shares 941 $301K 0.03% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,312 shares 4,312 $301K 0.03% 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: 771 shares; 2025Q3: 849 shares 849 $298K 0.03% +78 Timeline MTUM 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: 1,178 shares; 2025Q2: 1,189 shares; 2025Q3: 1,160 shares 1,160 $298K 0.03% -29 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: not reported; 2024Q4: 5,323 shares; 2025Q1: 6,750 shares; 2025Q2: 5,563 shares; 2025Q3: 5,562 shares 5,562 $297K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: 3,698 shares; 2025Q2: 2,745 shares; 2025Q3: 2,768 shares 2,768 $295K 0.03% +23 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 699 shares 699 $290K 0.03% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: 471 shares 471 $290K 0.03% -61 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 16,728 shares; 2025Q1: 16,832 shares; 2025Q2: 14,799 shares; 2025Q3: 14,751 shares 14,751 $288K 0.03% -48 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: 1,311 shares; 2024Q4: 1,666 shares; 2025Q1: 1,447 shares; 2025Q2: 1,466 shares; 2025Q3: 1,397 shares 1,397 $287K 0.03% -69 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 2,697 shares; 2025Q3: 3,408 shares 3,408 $287K 0.03% +711 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: 3,367 shares; 2024Q4: not reported; 2025Q1: 4,186 shares; 2025Q2: 4,288 shares; 2025Q3: 4,562 shares 4,562 $285K 0.03% +274 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 2,170 shares; 2025Q3: 1,920 shares 1,920 $281K 0.03% -250 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: 3,534 shares; 2024Q4: 4,223 shares; 2025Q1: 4,129 shares; 2025Q2: 3,314 shares; 2025Q3: 3,407 shares 3,407 $281K 0.03% +93 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,036 shares; 2025Q1: 1,142 shares; 2025Q2: 928 shares; 2025Q3: 894 shares 894 $280K 0.03% -34 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,931 shares; 2025Q3: 2,089 shares 2,089 $279K 0.03% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,841 shares; 2025Q3: 4,051 shares 4,051 $278K 0.03% +210 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: not reported; 2025Q1: not reported; 2025Q2: 7,271 shares; 2025Q3: 8,045 shares 8,045 $277K 0.03% +774 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 14,256 shares; 2025Q1: 20,697 shares; 2025Q2: 15,891 shares; 2025Q3: 16,517 shares 16,517 $276K 0.03% +626 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: 797 shares; 2024Q4: 866 shares; 2025Q1: 1,008 shares; 2025Q2: 1,105 shares; 2025Q3: 977 shares 977 $276K 0.03% -128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares 643 $272K 0.03% new Timeline AOM 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: 5,667 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares 5,700 $271K 0.03% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: 191 shares; 2025Q3: 206 shares 206 $271K 0.03% +15 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: 4,884 shares; 2024Q4: 5,508 shares; 2025Q1: 4,669 shares; 2025Q2: 4,679 shares; 2025Q3: 4,977 shares 4,977 $270K 0.03% +298 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: not reported; 2024Q4: not reported; 2025Q1: 1,994 shares; 2025Q2: 2,363 shares; 2025Q3: 2,756 shares 2,756 $269K 0.03% +393 Timeline AOA 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: 2,943 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,991 shares; 2025Q3: 3,013 shares 3,013 $266K 0.03% +22 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: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares 1,067 $264K 0.03% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,224 shares; 2025Q3: 7,521 shares 7,521 $264K 0.03% +297 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 4,452 shares; 2025Q3: 4,592 shares 4,592 $264K 0.03% +140 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: 6,301 shares; 2024Q4: 16,785 shares; 2025Q1: 16,821 shares; 2025Q2: 9,266 shares; 2025Q3: 9,986 shares 9,986 $263K 0.03% +720 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: not reported; 2024Q4: not reported; 2025Q1: 3,880 shares; 2025Q2: 3,835 shares; 2025Q3: 3,880 shares 3,880 $262K 0.03% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,273 shares 2,273 $260K 0.03% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 2,553 shares 2,553 $260K 0.03% -797 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: 2,068 shares; 2024Q4: 2,069 shares; 2025Q1: 2,070 shares; 2025Q2: 2,001 shares; 2025Q3: 2,003 shares 2,003 $260K 0.03% +2 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: 944 shares; 2024Q4: 971 shares; 2025Q1: not reported; 2025Q2: 947 shares; 2025Q3: 948 shares 948 $259K 0.03% +1 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: not reported; 2024Q4: 1,046 shares; 2025Q1: 1,034 shares; 2025Q2: 1,093 shares; 2025Q3: 1,070 shares 1,070 $255K 0.03% -23 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,376 shares; 2025Q1: 20,740 shares; 2025Q2: 11,046 shares; 2025Q3: 10,416 shares 10,416 $254K 0.03% -630 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 13,232 shares; 2025Q2: 18,052 shares; 2025Q3: 17,805 shares 17,805 $252K 0.03% -247 Timeline SCHV 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: 2,791 shares; 2024Q4: 8,413 shares; 2025Q1: 8,459 shares; 2025Q2: 9,246 shares; 2025Q3: 8,612 shares 8,612 $251K 0.02% -634 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,338 shares 1,338 $250K 0.02% +101 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: 2,382 shares; 2025Q2: 2,873 shares; 2025Q3: 3,180 shares 3,180 $250K 0.02% +307 Timeline GOVT 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: 15,859 shares; 2025Q2: 12,335 shares; 2025Q3: 10,739 shares 10,739 $248K 0.02% -1,596 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 1,452 shares; 2025Q2: 1,662 shares; 2025Q3: 1,755 shares 1,755 $248K 0.02% +93 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: not reported; 2024Q4: 2,651 shares; 2025Q1: not reported; 2025Q2: 3,418 shares; 2025Q3: 3,690 shares 3,690 $247K 0.02% +272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,903 shares 2,903 $245K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,871 shares 1,871 $244K 0.02% new Timeline SE SEA LTD More: the full row for SEA 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: not reported; 2025Q2: 1,341 shares; 2025Q3: 1,362 shares 1,362 $243K 0.02% +21 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: not reported; 2025Q3: 1,104 shares 1,104 $242K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 1,110 shares 1,110 $241K 0.02% +118 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,024 shares; 2024Q4: not reported; 2025Q1: 23,083 shares; 2025Q2: 25,083 shares; 2025Q3: 26,733 shares 26,733 $240K 0.02% +1,650 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares 1,528 $240K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,484 shares 2,484 $240K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 535 shares 535 $239K 0.02% -89 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,567 shares; 2024Q4: 26,483 shares; 2025Q1: 39,503 shares; 2025Q2: 33,431 shares; 2025Q3: 35,688 shares 35,688 $239K 0.02% +2,257 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares 1,691 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,721 shares 1,721 $234K 0.02% new 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: 1,569 shares; 2024Q4: 1,980 shares; 2025Q1: 1,920 shares; 2025Q2: 3,272 shares; 2025Q3: 2,606 shares 2,606 $234K 0.02% -666 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,766 shares; 2025Q1: 2,781 shares; 2025Q2: 2,792 shares; 2025Q3: 2,805 shares 2,805 $234K 0.02% +13 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,013 shares; 2024Q4: 21,965 shares; 2025Q1: 16,396 shares; 2025Q2: 16,512 shares; 2025Q3: 18,407 shares 18,407 $233K 0.02% +1,895 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: 6,616 shares; 2024Q4: 6,367 shares; 2025Q1: 5,642 shares; 2025Q2: not reported; 2025Q3: 4,799 shares 4,799 $232K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares 242 $231K 0.02% new Timeline LDEM 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: 3,917 shares; 2025Q3: 3,917 shares 3,917 $231K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,558 shares 2,558 $230K 0.02% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,411 shares; 2025Q1: 2,543 shares; 2025Q2: not reported; 2025Q3: 1,204 shares 1,204 $230K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 319 shares 319 $229K 0.02% new Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 842 shares 842 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,710 shares 1,710 $228K 0.02% +284 Timeline JBS JBS N.V. More: the full row for JBS N.V. 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: 15,986 shares; 2025Q3: 15,241 shares 15,241 $228K 0.02% -745 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF 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: 12,136 shares; 2025Q2: 11,270 shares; 2025Q3: 10,993 shares 10,993 $227K 0.02% -277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares 1,127 $226K 0.02% new 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: not reported; 2024Q4: 378 shares; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: 397 shares 397 $225K 0.02% 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: 4,961 shares 4,961 $223K 0.02% new 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: not reported; 2024Q4: 752 shares; 2025Q1: 756 shares; 2025Q2: 823 shares; 2025Q3: 717 shares 717 $222K 0.02% -106 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares 3,282 $221K 0.02% new 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: 13,054 shares; 2024Q4: 13,054 shares; 2025Q1: 15,037 shares; 2025Q2: 3,303 shares; 2025Q3: 3,024 shares 3,024 $220K 0.02% -279 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,896 shares 8,896 $218K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 148 shares; 2025Q3: 145 shares 145 $218K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,121 shares; 2025Q3: 3,204 shares 3,204 $217K 0.02% +83 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 401 shares; 2025Q3: 275 shares 275 $216K 0.02% -126 Timeline QXO QXO INC More: the full row for QXO 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: 9,796 shares; 2025Q3: 11,310 shares 11,310 $216K 0.02% +1,514 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,286 shares; 2025Q2: 1,372 shares; 2025Q3: 1,070 shares 1,070 $215K 0.02% -302 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 3,036 shares 3,036 $214K 0.02% new Timeline STIP 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: 2,057 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares 2,060 $213K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,560 shares 1,560 $211K 0.02% +10 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 1,670 shares 1,670 $211K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares 1,476 $209K 0.02% new 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: 5,148 shares; 2024Q4: 4,067 shares; 2025Q1: 4,566 shares; 2025Q2: 2,950 shares; 2025Q3: 3,716 shares 3,716 $206K 0.02% +766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares 682 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares 485 $205K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 585 shares 585 $205K 0.02% new 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: 4,442 shares; 2024Q4: 4,518 shares; 2025Q1: 6,281 shares; 2025Q2: not reported; 2025Q3: 3,090 shares 3,090 $204K 0.02% new 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: 3,034 shares; 2024Q4: 3,071 shares; 2025Q1: 5,784 shares; 2025Q2: 4,280 shares; 2025Q3: 2,549 shares 2,549 $204K 0.02% -1,731 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: not reported; 2025Q3: 1,251 shares 1,251 $203K 0.02% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,033 shares; 2025Q1: 3,804 shares; 2025Q2: not reported; 2025Q3: 2,772 shares 2,772 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 551 shares; 2025Q2: not reported; 2025Q3: 567 shares 567 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,437 shares 1,437 $201K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares 14,301 $171K 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: not reported; 2025Q1: 23,196 shares; 2025Q2: 22,584 shares; 2025Q3: 22,047 shares 22,047 $167K 0.02% -537 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 31,975 shares; 2025Q1: 47,331 shares; 2025Q2: 19,946 shares; 2025Q3: 15,922 shares 15,922 $132K 0.01% -4,024 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX 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: not reported; 2025Q2: 11,594 shares; 2025Q3: 11,784 shares 11,784 $127K 0.01% +190 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,516 shares; 2024Q4: 35,742 shares; 2025Q1: 85,370 shares; 2025Q2: 35,365 shares; 2025Q3: 30,428 shares 30,428 $125K 0.01% -4,937 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,844 shares; 2024Q4: 29,855 shares; 2025Q1: 29,054 shares; 2025Q2: not reported; 2025Q3: 10,772 shares 10,772 $119K 0.01% new Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 10,243 shares; 2025Q1: 19,864 shares; 2025Q2: 12,797 shares; 2025Q3: 12,557 shares 12,557 $111K 0.01% -240 Timeline ICL ICL GROUP LTD More: the full row for ICL 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: 21,340 shares; 2025Q2: 25,120 shares; 2025Q3: 15,307 shares 15,307 $95.9K 0.01% -9,813 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,955 shares; 2024Q4: 10,388 shares; 2025Q1: 20,201 shares; 2025Q2: 44,670 shares; 2025Q3: 32,332 shares 32,332 $72.1K 0.01% -12,338 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A 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: 11,377 shares; 2025Q2: 15,405 shares; 2025Q3: 21,329 shares 21,329 $72.1K 0.01% +5,924 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A 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: 20,687 shares; 2025Q2: 19,115 shares; 2025Q3: 19,115 shares 19,115 $56K 0.01% 0 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS 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: 14,050 shares; 2025Q3: 14,275 shares 14,275 $31.5K <0.01% +225 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $23.9K <0.01% 0 Timeline