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: 434,310 shares; 2024Q4: 424,807 shares; 2025Q1: 433,058 shares; 2025Q2: 435,572 shares; 2025Q3: 430,923 shares 430,923 $223M 4.85% -4,649 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: 849,468 shares; 2024Q4: 846,560 shares; 2025Q1: 869,377 shares; 2025Q2: 881,294 shares; 2025Q3: 847,956 shares 847,956 $216M 4.69% -33,338 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: 792,861 shares; 2024Q4: 795,668 shares; 2025Q1: 1,020,409 shares; 2025Q2: 982,007 shares; 2025Q3: 996,295 shares 996,295 $186M 4.04% +14,288 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: 205,277 shares; 2024Q4: 203,736 shares; 2025Q1: 203,049 shares; 2025Q2: 206,654 shares; 2025Q3: 205,032 shares 205,032 $137M 2.97% -1,622 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: 257,632 shares; 2024Q4: 254,941 shares; 2025Q1: 92,434 shares; 2025Q2: 88,279 shares; 2025Q3: 227,269 shares 227,269 $136M 2.96% +138,990 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: 293,492 shares; 2024Q4: 437,720 shares; 2025Q1: 1,351,236 shares; 2025Q2: 1,386,025 shares; 2025Q3: 1,427,316 shares 1,427,316 $133M 2.9% +41,291 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: 476,543 shares; 2024Q4: 469,714 shares; 2025Q1: 470,990 shares; 2025Q2: 476,402 shares; 2025Q3: 468,592 shares 468,592 $114M 2.48% -7,810 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: 325,282 shares; 2024Q4: 325,708 shares; 2025Q1: 323,336 shares; 2025Q2: 317,261 shares; 2025Q3: 315,457 shares 315,457 $112M 2.44% -1,804 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: 114,156 shares; 2024Q4: 113,699 shares; 2025Q1: 111,687 shares; 2025Q2: 116,052 shares; 2025Q3: 113,704 shares 113,704 $84.9M 1.84% -2,348 Timeline CMF 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: 849,445 shares; 2024Q4: 1,063,062 shares; 2025Q1: 1,152,134 shares; 2025Q2: 1,344,831 shares; 2025Q3: 1,434,753 shares 1,434,753 $81.8M 1.78% +89,922 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: 672,752 shares; 2024Q4: 672,909 shares; 2025Q1: 666,108 shares; 2025Q2: 666,045 shares; 2025Q3: 669,001 shares 669,001 $74.3M 1.61% +2,956 Timeline IBTG 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: 1,651,658 shares; 2024Q4: 788,846 shares; 2025Q1: 659,607 shares; 2025Q2: 125,079 shares; 2025Q3: 3,095,899 shares 3,095,899 $71.1M 1.54% +2,970,820 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: 804,598 shares; 2024Q4: 800,502 shares; 2025Q1: 793,901 shares; 2025Q2: 821,334 shares; 2025Q3: 794,632 shares 794,632 $69.4M 1.51% -26,702 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: 222,902 shares; 2024Q4: 221,411 shares; 2025Q1: 213,498 shares; 2025Q2: 202,693 shares; 2025Q3: 205,904 shares 205,904 $67.6M 1.47% +3,211 Timeline JMTG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300,137 shares 1,300,137 $66.3M 1.44% new 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: 64,055 shares; 2024Q4: 89,778 shares; 2025Q1: 97,847 shares; 2025Q2: 98,445 shares; 2025Q3: 100,487 shares 100,487 $61.5M 1.34% +2,042 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: 81,392 shares; 2024Q4: 81,862 shares; 2025Q1: 82,269 shares; 2025Q2: 82,225 shares; 2025Q3: 82,361 shares 82,361 $60.5M 1.31% +136 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: 266,159 shares; 2024Q4: 267,904 shares; 2025Q1: 262,048 shares; 2025Q2: 264,471 shares; 2025Q3: 271,838 shares 271,838 $59.7M 1.3% +7,367 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: 160,890 shares; 2024Q4: 160,499 shares; 2025Q1: 164,116 shares; 2025Q2: 161,755 shares; 2025Q3: 161,431 shares 161,431 $55.1M 1.2% -324 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,492 shares; 2024Q4: 236,518 shares; 2025Q1: 245,790 shares; 2025Q2: 246,697 shares; 2025Q3: 247,841 shares 247,841 $51.7M 1.12% +1,144 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: 135,237 shares; 2024Q4: 144,866 shares; 2025Q1: 150,787 shares; 2025Q2: 163,323 shares; 2025Q3: 162,108 shares 162,108 $51.1M 1.11% -1,215 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: 71,136 shares; 2024Q4: 70,750 shares; 2025Q1: 70,636 shares; 2025Q2: 71,189 shares; 2025Q3: 70,542 shares 70,542 $47.2M 1.03% -647 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: 141,074 shares; 2024Q4: 141,561 shares; 2025Q1: 141,351 shares; 2025Q2: 140,786 shares; 2025Q3: 140,129 shares 140,129 $39.1M 0.85% -657 Timeline JMUB 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: not reported; 2024Q4: 735,933 shares; 2025Q1: 1,095,717 shares; 2025Q2: 1,341,884 shares; 2025Q3: 762,659 shares 762,659 $38.5M 0.84% -579,225 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: 83,551 shares; 2024Q4: 86,842 shares; 2025Q1: 89,496 shares; 2025Q2: 93,483 shares; 2025Q3: 93,382 shares 93,382 $37.8M 0.82% -101 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: 56,567 shares; 2024Q4: 60,331 shares; 2025Q1: 65,718 shares; 2025Q2: 112,044 shares; 2025Q3: 114,374 shares 114,374 $37.7M 0.82% +2,330 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: 39,066 shares; 2024Q4: 38,906 shares; 2025Q1: 40,187 shares; 2025Q2: 41,017 shares; 2025Q3: 40,108 shares 40,108 $37.1M 0.81% -909 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,497 shares; 2024Q4: 552,812 shares; 2025Q1: 518,295 shares; 2025Q2: 512,822 shares; 2025Q3: 520,027 shares 520,027 $37.1M 0.81% +7,205 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: 1,127,051 shares; 2024Q4: 931,471 shares; 2025Q1: 1,384,013 shares; 2025Q2: 1,359,378 shares; 2025Q3: 1,559,396 shares 1,559,396 $36.1M 0.78% +200,018 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: 117,329 shares; 2024Q4: 117,087 shares; 2025Q1: 116,630 shares; 2025Q2: 118,632 shares; 2025Q3: 118,100 shares 118,100 $33.3M 0.72% -532 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: 26,965 shares; 2025Q1: 27,606 shares; 2025Q2: 28,360 shares; 2025Q3: 27,700 shares 27,700 $32.3M 0.7% -660 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: 215,062 shares; 2024Q4: 216,537 shares; 2025Q1: 223,879 shares; 2025Q2: 223,184 shares; 2025Q3: 215,563 shares 215,563 $31.2M 0.68% -7,621 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: 211,867 shares; 2024Q4: 214,107 shares; 2025Q1: 214,325 shares; 2025Q2: 213,830 shares; 2025Q3: 195,419 shares 195,419 $31.1M 0.67% -18,411 Timeline IJS 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: 300,542 shares; 2024Q4: 305,852 shares; 2025Q1: 287,942 shares; 2025Q2: 276,415 shares; 2025Q3: 273,214 shares 273,214 $30.2M 0.66% -3,201 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: 23,615 shares; 2024Q4: 23,882 shares; 2025Q1: 23,918 shares; 2025Q2: 23,792 shares; 2025Q3: 24,927 shares 24,927 $29.9M 0.65% +1,135 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: 335,157 shares; 2024Q4: 412,320 shares; 2025Q1: 434,628 shares; 2025Q2: 461,726 shares; 2025Q3: 452,535 shares 452,535 $29.5M 0.64% -9,191 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: 140,215 shares; 2024Q4: 135,207 shares; 2025Q1: 141,294 shares; 2025Q2: 154,306 shares; 2025Q3: 152,544 shares 152,544 $28.3M 0.61% -1,762 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: 149,860 shares; 2024Q4: 292,442 shares; 2025Q1: 297,988 shares; 2025Q2: 280,699 shares; 2025Q3: 277,473 shares 277,473 $27.2M 0.59% -3,226 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: 360,342 shares; 2024Q4: 500,025 shares; 2025Q1: 495,020 shares; 2025Q2: 484,734 shares; 2025Q3: 495,433 shares 495,433 $26.8M 0.58% +10,699 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: 57,246 shares; 2024Q4: 55,946 shares; 2025Q1: 56,863 shares; 2025Q2: 55,795 shares; 2025Q3: 59,830 shares 59,830 $25.3M 0.55% +4,035 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: 61,800 shares; 2024Q4: 58,068 shares; 2025Q1: 59,031 shares; 2025Q2: 58,490 shares; 2025Q3: 59,829 shares 59,829 $25.2M 0.55% +1,339 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: 26,710 shares; 2024Q4: 26,162 shares; 2025Q1: 24,601 shares; 2025Q2: 24,379 shares; 2025Q3: 23,132 shares 23,132 $25M 0.54% -1,247 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: 97,584 shares; 2024Q4: 98,278 shares; 2025Q1: 94,724 shares; 2025Q2: 104,086 shares; 2025Q3: 100,373 shares 100,373 $24.4M 0.53% -3,713 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: 22,688 shares; 2024Q4: 40,648 shares; 2025Q1: 40,648 shares; 2025Q2: 33,934 shares; 2025Q3: 33,985 shares 33,985 $23.7M 0.52% +51 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: 152,117 shares; 2024Q4: 146,621 shares; 2025Q1: 147,922 shares; 2025Q2: 157,814 shares; 2025Q3: 153,953 shares 153,953 $23.7M 0.51% -3,861 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: 81,619 shares; 2024Q4: 81,094 shares; 2025Q1: 76,882 shares; 2025Q2: 80,982 shares; 2025Q3: 83,991 shares 83,991 $23.6M 0.51% +3,009 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: 18,099 shares; 2024Q4: 18,988 shares; 2025Q1: 32,525 shares; 2025Q2: 32,461 shares; 2025Q3: 32,777 shares 32,777 $22.4M 0.49% +316 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: 35,414 shares; 2024Q4: 69,917 shares; 2025Q1: 66,184 shares; 2025Q2: 62,121 shares; 2025Q3: 109,440 shares 109,440 $22.3M 0.48% +47,319 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: 75,687 shares; 2024Q4: 75,294 shares; 2025Q1: 75,875 shares; 2025Q2: 74,473 shares; 2025Q3: 63,909 shares 63,909 $22.1M 0.48% -10,564 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: 125,646 shares; 2024Q4: 126,859 shares; 2025Q1: 126,441 shares; 2025Q2: 135,010 shares; 2025Q3: 132,559 shares 132,559 $22.1M 0.48% -2,451 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: 56,541 shares; 2024Q4: 56,966 shares; 2025Q1: 58,919 shares; 2025Q2: 58,755 shares; 2025Q3: 58,744 shares 58,744 $22M 0.48% -11 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: 203,755 shares; 2024Q4: 204,025 shares; 2025Q1: 205,262 shares; 2025Q2: 205,537 shares; 2025Q3: 203,447 shares 203,447 $19.9M 0.43% -2,090 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: 85,394 shares; 2024Q4: 85,262 shares; 2025Q1: 85,879 shares; 2025Q2: 85,544 shares; 2025Q3: 83,152 shares 83,152 $18.4M 0.4% -2,392 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: 83,648 shares; 2024Q4: 84,211 shares; 2025Q1: 87,286 shares; 2025Q2: 98,838 shares; 2025Q3: 114,967 shares 114,967 $17.9M 0.39% +16,129 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: 240,071 shares; 2024Q4: 275,568 shares; 2025Q1: 278,160 shares; 2025Q2: 276,374 shares; 2025Q3: 291,725 shares 291,725 $17.5M 0.38% +15,351 Timeline IGM 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: 151,798 shares; 2024Q4: 151,791 shares; 2025Q1: 135,464 shares; 2025Q2: 136,161 shares; 2025Q3: 137,638 shares 137,638 $17.3M 0.38% +1,477 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: 62,435 shares; 2024Q4: 61,942 shares; 2025Q1: 62,536 shares; 2025Q2: 62,422 shares; 2025Q3: 61,379 shares 61,379 $17.3M 0.38% -1,043 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: 153,326 shares; 2024Q4: 153,335 shares; 2025Q1: 152,656 shares; 2025Q2: 153,662 shares; 2025Q3: 184,063 shares 184,063 $16.8M 0.37% +30,401 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: 186,240 shares; 2024Q4: 183,757 shares; 2025Q1: 189,021 shares; 2025Q2: 192,766 shares; 2025Q3: 176,603 shares 176,603 $16.7M 0.36% -16,163 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: 38,817 shares; 2024Q4: 65,714 shares; 2025Q1: 65,810 shares; 2025Q2: 63,361 shares; 2025Q3: 63,649 shares 63,649 $15.4M 0.33% +288 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: 28,274 shares; 2024Q4: 28,037 shares; 2025Q1: 28,654 shares; 2025Q2: 30,785 shares; 2025Q3: 30,596 shares 30,596 $15.4M 0.33% -189 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: 29,780 shares; 2024Q4: 29,867 shares; 2025Q1: 30,020 shares; 2025Q2: 30,681 shares; 2025Q3: 31,372 shares 31,372 $15.3M 0.33% +691 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,366 shares; 2024Q4: 17,261 shares; 2025Q1: 175,638 shares; 2025Q2: 204,185 shares; 2025Q3: 272,834 shares 272,834 $14.8M 0.32% +68,649 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: 87,991 shares; 2024Q4: 90,813 shares; 2025Q1: 81,527 shares; 2025Q2: 80,757 shares; 2025Q3: 90,923 shares 90,923 $14.7M 0.32% +10,166 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: 123,740 shares; 2024Q4: 122,711 shares; 2025Q1: 125,231 shares; 2025Q2: 124,073 shares; 2025Q3: 122,519 shares 122,519 $14.6M 0.32% -1,554 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,956 shares; 2024Q4: 90,580 shares; 2025Q1: 90,731 shares; 2025Q2: 90,345 shares; 2025Q3: 101,166 shares 101,166 $14.1M 0.31% +10,821 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: 15,796 shares; 2024Q4: 15,408 shares; 2025Q1: 15,070 shares; 2025Q2: 15,230 shares; 2025Q3: 15,175 shares 15,175 $14M 0.3% -55 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: 90,219 shares; 2024Q4: 79,795 shares; 2025Q1: 77,257 shares; 2025Q2: 75,997 shares; 2025Q3: 70,097 shares 70,097 $13.9M 0.3% -5,900 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: 46,725 shares; 2024Q4: 45,525 shares; 2025Q1: 46,533 shares; 2025Q2: 49,458 shares; 2025Q3: 48,209 shares 48,209 $13.6M 0.3% -1,249 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,517 shares; 2024Q4: 37,415 shares; 2025Q1: 37,947 shares; 2025Q2: 38,147 shares; 2025Q3: 34,639 shares 34,639 $13.6M 0.29% -3,508 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,677 shares; 2024Q4: 241,350 shares; 2025Q1: 206,094 shares; 2025Q2: 206,049 shares; 2025Q3: 206,804 shares 206,804 $13.4M 0.29% +755 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: 54,915 shares; 2024Q4: 54,958 shares; 2025Q1: 57,258 shares; 2025Q2: 63,014 shares; 2025Q3: 54,421 shares 54,421 $13.4M 0.29% -8,593 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: 76,473 shares; 2024Q4: 76,445 shares; 2025Q1: 88,074 shares; 2025Q2: 99,808 shares; 2025Q3: 99,858 shares 99,858 $13.4M 0.29% +50 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: 239,748 shares; 2024Q4: 239,679 shares; 2025Q1: 245,722 shares; 2025Q2: 1,894,392 shares; 2025Q3: 247,725 shares 247,725 $13.2M 0.29% -1,646,667 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: 51,709 shares; 2024Q4: 46,642 shares; 2025Q1: 43,891 shares; 2025Q2: 38,814 shares; 2025Q3: 37,035 shares 37,035 $13.1M 0.28% -1,779 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,340 shares; 2024Q4: 27,091 shares; 2025Q1: 43,991 shares; 2025Q2: 185,745 shares; 2025Q3: 122,291 shares 122,291 $13.1M 0.28% -63,454 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: 139,964 shares; 2024Q4: 138,104 shares; 2025Q1: 138,482 shares; 2025Q2: 131,412 shares; 2025Q3: 129,876 shares 129,876 $12.5M 0.27% -1,536 Timeline MUNI 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: 437,043 shares; 2024Q4: 247,798 shares; 2025Q1: 151,213 shares; 2025Q2: 240,845 shares; 2025Q3: 234,205 shares 234,205 $12.2M 0.27% -6,640 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: 42,101 shares; 2024Q4: 63,101 shares; 2025Q1: 63,081 shares; 2025Q2: 61,081 shares; 2025Q3: 68,086 shares 68,086 $12.2M 0.26% +7,005 Timeline AGZ 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: 124,926 shares; 2025Q2: 127,218 shares; 2025Q3: 110,249 shares 110,249 $12.2M 0.26% -16,969 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,182 shares; 2024Q4: 35,182 shares; 2025Q1: 35,912 shares; 2025Q2: 39,267 shares; 2025Q3: 40,017 shares 40,017 $11.8M 0.26% +750 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: 267,669 shares; 2024Q4: 270,703 shares; 2025Q1: 235,847 shares; 2025Q2: 230,354 shares; 2025Q3: 227,180 shares 227,180 $11.7M 0.25% -3,174 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: 142,547 shares; 2024Q4: 182,091 shares; 2025Q1: 166,072 shares; 2025Q2: 215,228 shares; 2025Q3: 220,146 shares 220,146 $11.7M 0.25% +4,918 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: 506,937 shares; 2024Q4: 502,799 shares; 2025Q1: 66,813 shares; 2025Q2: 66,666 shares; 2025Q3: 65,905 shares 65,905 $11.7M 0.25% -761 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: 148,288 shares; 2024Q4: 149,048 shares; 2025Q1: 149,760 shares; 2025Q2: 143,373 shares; 2025Q3: 149,412 shares 149,412 $11.5M 0.25% +6,039 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: 35,944 shares; 2024Q4: 37,105 shares; 2025Q1: 37,061 shares; 2025Q2: 37,549 shares; 2025Q3: 37,281 shares 37,281 $11.3M 0.25% -268 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: 67,859 shares; 2024Q4: 68,284 shares; 2025Q1: 69,056 shares; 2025Q2: 62,036 shares; 2025Q3: 61,428 shares 61,428 $11.3M 0.25% -608 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: 97,106 shares; 2024Q4: 90,124 shares; 2025Q1: 94,292 shares; 2025Q2: 101,276 shares; 2025Q3: 98,279 shares 98,279 $11.3M 0.24% -2,997 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: 102,533 shares; 2024Q4: 99,502 shares; 2025Q1: 102,183 shares; 2025Q2: 99,936 shares; 2025Q3: 97,450 shares 97,450 $11.2M 0.24% -2,486 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: 71,849 shares; 2024Q4: 71,769 shares; 2025Q1: 73,876 shares; 2025Q2: 78,618 shares; 2025Q3: 78,609 shares 78,609 $11M 0.24% -9 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,121 shares; 2024Q4: 97,115 shares; 2025Q1: 96,163 shares; 2025Q2: 100,552 shares; 2025Q3: 85,199 shares 85,199 $11M 0.24% -15,353 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: 40,266 shares; 2024Q4: 41,003 shares; 2025Q1: 42,331 shares; 2025Q2: 51,854 shares; 2025Q3: 50,742 shares 50,742 $10.8M 0.23% -1,112 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: 23,494 shares; 2024Q4: 23,436 shares; 2025Q1: 23,560 shares; 2025Q2: 23,557 shares; 2025Q3: 22,613 shares 22,613 $10.7M 0.23% -944 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: 126,788 shares; 2024Q4: 133,238 shares; 2025Q1: 123,557 shares; 2025Q2: 156,038 shares; 2025Q3: 156,167 shares 156,167 $10.7M 0.23% +129 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: 17,508 shares; 2024Q4: 17,463 shares; 2025Q1: 17,611 shares; 2025Q2: 29,304 shares; 2025Q3: 45,353 shares 45,353 $10.5M 0.23% +16,049 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 13,045 shares; 2025Q1: 13,067 shares; 2025Q2: 12,990 shares; 2025Q3: 13,406 shares 13,406 $10.2M 0.22% +416 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: 50,002 shares; 2024Q4: 50,397 shares; 2025Q1: 52,930 shares; 2025Q2: 52,734 shares; 2025Q3: 50,552 shares 50,552 $10.2M 0.22% -2,182 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,106 shares; 2024Q4: 130,077 shares; 2025Q1: 120,497 shares; 2025Q2: 122,787 shares; 2025Q3: 120,554 shares 120,554 $10.1M 0.22% -2,233 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: 123,370 shares; 2024Q4: 129,073 shares; 2025Q1: 131,039 shares; 2025Q2: 145,258 shares; 2025Q3: 151,831 shares 151,831 $10.1M 0.22% +6,573 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,484 shares; 2024Q4: 25,518 shares; 2025Q1: 27,703 shares; 2025Q2: 27,723 shares; 2025Q3: 26,783 shares 26,783 $9.9M 0.22% -940 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: 69,459 shares; 2024Q4: 64,636 shares; 2025Q1: 65,569 shares; 2025Q2: 64,144 shares; 2025Q3: 66,493 shares 66,493 $9.73M 0.21% +2,349 Timeline VCR 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: 24,567 shares; 2024Q4: 27,034 shares; 2025Q1: 25,487 shares; 2025Q2: 24,749 shares; 2025Q3: 23,871 shares 23,871 $9.46M 0.21% -878 Timeline XJH 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: 205,861 shares; 2024Q4: 211,044 shares; 2025Q1: 215,806 shares; 2025Q2: 213,721 shares; 2025Q3: 211,446 shares 211,446 $9.27M 0.2% -2,275 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: 55,231 shares; 2024Q4: 53,677 shares; 2025Q1: 54,340 shares; 2025Q2: 54,326 shares; 2025Q3: 54,220 shares 54,220 $9.23M 0.2% -106 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: 13,360 shares; 2024Q4: 14,297 shares; 2025Q1: 14,440 shares; 2025Q2: 19,795 shares; 2025Q3: 19,276 shares 19,276 $9.2M 0.2% -519 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: 758 shares; 2025Q2: 12,731 shares; 2025Q3: 12,413 shares 12,413 $8.92M 0.19% -318 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: 35,132 shares; 2024Q4: 35,132 shares; 2025Q1: 35,115 shares; 2025Q2: 35,242 shares; 2025Q3: 34,992 shares 34,992 $8.9M 0.19% -250 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,967 shares; 2024Q4: 136,368 shares; 2025Q1: 150,618 shares; 2025Q2: 166,888 shares; 2025Q3: 177,494 shares 177,494 $8.75M 0.19% +10,606 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,087 shares; 2024Q4: 301,657 shares; 2025Q1: 371,823 shares; 2025Q2: 371,216 shares; 2025Q3: 369,151 shares 369,151 $8.59M 0.19% -2,065 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: 39,157 shares; 2024Q4: 40,207 shares; 2025Q1: 40,947 shares; 2025Q2: 40,901 shares; 2025Q3: 39,736 shares 39,736 $8.49M 0.18% -1,165 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,068 shares; 2024Q4: 103,798 shares; 2025Q1: 106,172 shares; 2025Q2: 103,789 shares; 2025Q3: 100,459 shares 100,459 $8.27M 0.18% -3,330 Timeline ESML 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: 183,489 shares; 2024Q4: 185,707 shares; 2025Q1: 182,684 shares; 2025Q2: 186,475 shares; 2025Q3: 183,102 shares 183,102 $8.25M 0.18% -3,373 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: 18,837 shares; 2024Q4: 23,187 shares; 2025Q1: 22,426 shares; 2025Q2: 16,434 shares; 2025Q3: 16,718 shares 16,718 $8.2M 0.18% +284 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: 60,887 shares; 2025Q1: 59,663 shares; 2025Q2: 58,762 shares; 2025Q3: 58,782 shares 58,782 $7.87M 0.17% +20 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,031 shares; 2024Q4: 302,609 shares; 2025Q1: 302,057 shares; 2025Q2: 304,540 shares; 2025Q3: 303,120 shares 303,120 $7.75M 0.17% -1,420 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: 7,371 shares; 2024Q4: 6,640 shares; 2025Q1: 6,682 shares; 2025Q2: 7,489 shares; 2025Q3: 7,899 shares 7,899 $7.65M 0.17% +410 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: 10,291 shares; 2024Q4: 10,312 shares; 2025Q1: 10,408 shares; 2025Q2: 23,933 shares; 2025Q3: 22,396 shares 22,396 $7.44M 0.16% -1,537 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,238 shares; 2024Q4: 146,280 shares; 2025Q1: 137,394 shares; 2025Q2: 138,654 shares; 2025Q3: 133,691 shares 133,691 $7.2M 0.16% -4,963 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,559 shares; 2024Q4: 23,167 shares; 2025Q1: 23,339 shares; 2025Q2: 23,340 shares; 2025Q3: 22,790 shares 22,790 $6.96M 0.15% -550 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: 62,873 shares; 2024Q4: 68,859 shares; 2025Q1: 64,187 shares; 2025Q2: 64,354 shares; 2025Q3: 67,992 shares 67,992 $6.9M 0.15% +3,638 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: 56,052 shares; 2024Q4: 47,665 shares; 2025Q1: 44,106 shares; 2025Q2: 43,314 shares; 2025Q3: 40,750 shares 40,750 $6.82M 0.15% -2,564 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,488 shares; 2024Q4: 85,125 shares; 2025Q1: 84,923 shares; 2025Q2: 90,470 shares; 2025Q3: 92,044 shares 92,044 $6.76M 0.15% +1,574 Timeline IYR 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: 83,173 shares; 2024Q4: 72,354 shares; 2025Q1: 70,249 shares; 2025Q2: 69,494 shares; 2025Q3: 69,494 shares 69,494 $6.75M 0.15% 0 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: 16,594 shares; 2024Q4: 17,203 shares; 2025Q1: 17,673 shares; 2025Q2: 16,519 shares; 2025Q3: 18,579 shares 18,579 $6.53M 0.14% +2,060 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: 48,332 shares; 2024Q4: 48,575 shares; 2025Q1: 48,050 shares; 2025Q2: 42,076 shares; 2025Q3: 43,173 shares 43,173 $6.42M 0.14% +1,097 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: 23,548 shares; 2024Q4: 26,964 shares; 2025Q1: 25,601 shares; 2025Q2: 27,758 shares; 2025Q3: 24,321 shares 24,321 $6.31M 0.14% -3,437 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: 26,312 shares; 2024Q4: 26,367 shares; 2025Q1: 27,453 shares; 2025Q2: 27,786 shares; 2025Q3: 29,663 shares 29,663 $6.07M 0.13% +1,877 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: 18,427 shares; 2024Q4: 18,427 shares; 2025Q1: 18,463 shares; 2025Q2: 18,863 shares; 2025Q3: 18,888 shares 18,888 $6.04M 0.13% +25 Timeline IQLT 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: 112,782 shares; 2024Q4: 120,808 shares; 2025Q1: 121,912 shares; 2025Q2: 124,804 shares; 2025Q3: 136,646 shares 136,646 $6.04M 0.13% +11,842 Timeline DMXF 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: 70,823 shares; 2025Q3: 78,415 shares 78,415 $5.94M 0.13% +7,592 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: 28,529 shares; 2024Q4: 28,561 shares; 2025Q1: 28,398 shares; 2025Q2: 27,926 shares; 2025Q3: 27,409 shares 27,409 $5.88M 0.13% -517 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: 74,142 shares; 2024Q4: 221,390 shares; 2025Q1: 219,215 shares; 2025Q2: 218,534 shares; 2025Q3: 216,776 shares 216,776 $5.71M 0.12% -1,758 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,933 shares; 2024Q4: 49,981 shares; 2025Q1: 44,473 shares; 2025Q2: 39,559 shares; 2025Q3: 39,562 shares 39,562 $5.63M 0.12% +3 Timeline IGRO 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: 53,058 shares; 2024Q4: 58,890 shares; 2025Q1: 61,877 shares; 2025Q2: 63,189 shares; 2025Q3: 70,692 shares 70,692 $5.63M 0.12% +7,503 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: 10,256 shares; 2024Q4: 10,998 shares; 2025Q1: 11,480 shares; 2025Q2: 17,647 shares; 2025Q3: 18,889 shares 18,889 $5.54M 0.12% +1,242 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: 49,224 shares; 2024Q4: 49,454 shares; 2025Q1: 47,819 shares; 2025Q2: 56,287 shares; 2025Q3: 55,418 shares 55,418 $5.29M 0.11% -869 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,766 shares; 2025Q3: 17,766 shares 17,766 $5.29M 0.11% 0 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: 10,132 shares; 2024Q4: 11,508 shares; 2025Q1: 11,746 shares; 2025Q2: 11,741 shares; 2025Q3: 11,835 shares 11,835 $5.26M 0.11% +94 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: 45,959 shares; 2024Q4: 45,643 shares; 2025Q1: 46,088 shares; 2025Q2: 47,627 shares; 2025Q3: 46,506 shares 46,506 $5.24M 0.11% -1,121 Timeline EMXF 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: 86,891 shares; 2024Q4: 90,797 shares; 2025Q1: 103,644 shares; 2025Q2: 110,097 shares; 2025Q3: 112,858 shares 112,858 $5.11M 0.11% +2,761 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: 69,153 shares; 2024Q4: 68,347 shares; 2025Q1: 69,101 shares; 2025Q2: 69,096 shares; 2025Q3: 67,565 shares 67,565 $5.1M 0.11% -1,531 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: 20,060 shares; 2024Q4: 20,124 shares; 2025Q1: 19,744 shares; 2025Q2: 19,566 shares; 2025Q3: 21,386 shares 21,386 $5.07M 0.11% +1,820 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 13,598 shares; 2025Q1: 13,887 shares; 2025Q2: 22,568 shares; 2025Q3: 23,976 shares 23,976 $5.05M 0.11% +1,408 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: not reported; 2025Q2: 28,364 shares; 2025Q3: 34,495 shares 34,495 $5.03M 0.11% +6,131 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: 151,098 shares; 2024Q4: 155,967 shares; 2025Q1: 159,287 shares; 2025Q2: 166,562 shares; 2025Q3: 158,900 shares 158,900 $4.99M 0.11% -7,662 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: not reported; 2025Q1: not reported; 2025Q2: 195,736 shares; 2025Q3: 195,736 shares 195,736 $4.86M 0.11% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 65,284 shares 65,284 $4.86M 0.11% new 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: 61,627 shares; 2024Q4: 44,813 shares; 2025Q1: 48,919 shares; 2025Q2: 68,257 shares; 2025Q3: 68,765 shares 68,765 $4.79M 0.1% +508 Timeline AAXJ 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: 46,641 shares; 2024Q4: 47,750 shares; 2025Q1: 48,216 shares; 2025Q2: 48,480 shares; 2025Q3: 52,179 shares 52,179 $4.76M 0.1% +3,699 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: 44,881 shares; 2024Q4: 45,260 shares; 2025Q1: 47,208 shares; 2025Q2: 75,231 shares; 2025Q3: 75,400 shares 75,400 $4.71M 0.1% +169 Timeline ESGE 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: 102,565 shares; 2024Q4: 105,945 shares; 2025Q1: 107,337 shares; 2025Q2: 105,860 shares; 2025Q3: 106,720 shares 106,720 $4.63M 0.1% +860 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 12,124 shares; 2025Q1: 11,902 shares; 2025Q2: 10,193 shares; 2025Q3: 9,745 shares 9,745 $4.56M 0.1% -448 Timeline VIS 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: 15,212 shares; 2024Q4: 15,549 shares; 2025Q1: 14,722 shares; 2025Q2: 15,436 shares; 2025Q3: 15,346 shares 15,346 $4.55M 0.1% -90 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: 38,704 shares; 2024Q4: 42,074 shares; 2025Q1: 39,992 shares; 2025Q2: 40,408 shares; 2025Q3: 40,349 shares 40,349 $4.51M 0.1% -59 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,663 shares; 2025Q1: 6,614 shares; 2025Q2: 6,663 shares; 2025Q3: 19,163 shares 19,163 $4.5M 0.1% +12,500 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: 39,573 shares; 2024Q4: 43,532 shares; 2025Q1: 33,335 shares; 2025Q2: 33,701 shares; 2025Q3: 33,690 shares 33,690 $4.42M 0.1% -11 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: 1,164 shares; 2024Q4: 1,070 shares; 2025Q1: 1,055 shares; 2025Q2: 1,017 shares; 2025Q3: 1,007 shares 1,007 $4.32M 0.09% -10 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: 18,237 shares; 2024Q4: 18,354 shares; 2025Q1: 16,251 shares; 2025Q2: 15,615 shares; 2025Q3: 15,988 shares 15,988 $4.27M 0.09% +373 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: 7,184 shares; 2024Q4: 7,184 shares; 2025Q1: 7,231 shares; 2025Q2: 7,124 shares; 2025Q3: 6,978 shares 6,978 $4.25M 0.09% -146 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: 39,107 shares; 2024Q4: 43,501 shares; 2025Q1: 43,551 shares; 2025Q2: 44,096 shares; 2025Q3: 44,051 shares 44,051 $4.17M 0.09% -45 Timeline BIL 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: 6,588 shares; 2024Q4: 16,394 shares; 2025Q1: 33,289 shares; 2025Q2: 33,289 shares; 2025Q3: 45,379 shares 45,379 $4.16M 0.09% +12,090 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: 15,449 shares; 2024Q4: 48,089 shares; 2025Q1: 53,537 shares; 2025Q2: 21,399 shares; 2025Q3: 21,611 shares 21,611 $4.1M 0.09% +212 Timeline EMCR 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: 107,086 shares; 2024Q4: 108,202 shares; 2025Q1: 108,738 shares; 2025Q2: 113,059 shares; 2025Q3: 112,605 shares 112,605 $4.09M 0.09% -454 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,862 shares; 2024Q4: 63,086 shares; 2025Q1: 63,946 shares; 2025Q2: 64,317 shares; 2025Q3: 63,903 shares 63,903 $4.07M 0.09% -414 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: 28,782 shares; 2024Q4: 31,921 shares; 2025Q1: 31,799 shares; 2025Q2: 32,201 shares; 2025Q3: 32,321 shares 32,321 $4M 0.09% +120 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: 22,272 shares; 2024Q4: 22,881 shares; 2025Q1: 29,341 shares; 2025Q2: 28,543 shares; 2025Q3: 35,887 shares 35,887 $3.91M 0.08% +7,344 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,311 shares; 2024Q4: 14,458 shares; 2025Q1: 14,109 shares; 2025Q2: 18,613 shares; 2025Q3: 16,483 shares 16,483 $3.9M 0.08% -2,130 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,643 shares; 2024Q4: 34,447 shares; 2025Q1: 34,281 shares; 2025Q2: 30,685 shares; 2025Q3: 30,751 shares 30,751 $3.87M 0.08% +66 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL 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: 2,876 shares; 2025Q2: 8,919 shares; 2025Q3: 7,997 shares 7,997 $3.86M 0.08% -922 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: 14,041 shares; 2024Q4: 14,098 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 14,763 shares 14,763 $3.85M 0.08% -742 Timeline MDYV 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: 50,239 shares; 2024Q4: 49,517 shares; 2025Q1: 49,203 shares; 2025Q2: 48,289 shares; 2025Q3: 45,751 shares 45,751 $3.82M 0.08% -2,538 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: 6,713 shares; 2024Q4: 6,478 shares; 2025Q1: 6,381 shares; 2025Q2: 6,731 shares; 2025Q3: 6,374 shares 6,374 $3.8M 0.08% -357 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,495 shares; 2024Q4: 58,463 shares; 2025Q1: 57,707 shares; 2025Q2: 57,700 shares; 2025Q3: 56,389 shares 56,389 $3.79M 0.08% -1,311 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: 42,850 shares; 2024Q4: 41,668 shares; 2025Q1: 36,242 shares; 2025Q2: 37,857 shares; 2025Q3: 37,860 shares 37,860 $3.78M 0.08% +3 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: 8,778 shares; 2024Q4: 8,780 shares; 2025Q1: 14,323 shares; 2025Q2: 12,030 shares; 2025Q3: 13,407 shares 13,407 $3.78M 0.08% +1,377 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,721 shares; 2025Q2: 17,342 shares; 2025Q3: 17,267 shares 17,267 $3.73M 0.08% -75 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: 443 shares; 2024Q4: 1,593 shares; 2025Q1: 1,838 shares; 2025Q2: 4,107 shares; 2025Q3: 4,620 shares 4,620 $3.68M 0.08% +513 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: 13,357 shares; 2025Q3: 13,364 shares 13,364 $3.63M 0.08% +7 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,404 shares; 2024Q4: 22,646 shares; 2025Q1: 23,023 shares; 2025Q2: 22,679 shares; 2025Q3: 24,453 shares 24,453 $3.61M 0.08% +1,774 Timeline IUSG 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: 26,364 shares; 2024Q4: 25,072 shares; 2025Q1: 21,996 shares; 2025Q2: 22,030 shares; 2025Q3: 21,585 shares 21,585 $3.55M 0.08% -445 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,282 shares; 2025Q3: 54,996 shares 54,996 $3.53M 0.08% +19,714 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,705 shares; 2024Q4: 45,842 shares; 2025Q1: 44,800 shares; 2025Q2: 45,349 shares; 2025Q3: 45,300 shares 45,300 $3.44M 0.07% -49 Timeline JMBS 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: 1,417,953 shares; 2024Q4: 1,475,003 shares; 2025Q1: 1,433,078 shares; 2025Q2: 1,418,951 shares; 2025Q3: 74,480 shares 74,480 $3.4M 0.07% -1,344,471 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 16,043 shares; 2025Q1: 15,443 shares; 2025Q2: 16,961 shares; 2025Q3: 15,911 shares 15,911 $3.4M 0.07% -1,050 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: not reported; 2024Q4: not reported; 2025Q1: 33,942 shares; 2025Q2: 34,692 shares; 2025Q3: 46,222 shares 46,222 $3.36M 0.07% +11,530 Timeline SLYV 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: 33,379 shares; 2024Q4: 33,524 shares; 2025Q1: 34,992 shares; 2025Q2: 37,194 shares; 2025Q3: 37,773 shares 37,773 $3.35M 0.07% +579 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,210 shares; 2024Q4: 93,627 shares; 2025Q1: 81,238 shares; 2025Q2: 60,004 shares; 2025Q3: 57,984 shares 57,984 $3.33M 0.07% -2,020 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: 1,624 shares; 2024Q4: 1,672 shares; 2025Q1: 2,825 shares; 2025Q2: 6,849 shares; 2025Q3: 6,835 shares 6,835 $3.32M 0.07% -14 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: 11,316 shares; 2025Q1: 12,002 shares; 2025Q2: 14,952 shares; 2025Q3: 14,951 shares 14,951 $3.28M 0.07% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,524 shares; 2024Q4: 111,538 shares; 2025Q1: 113,786 shares; 2025Q2: 92,727 shares; 2025Q3: 97,516 shares 97,516 $3.27M 0.07% +4,789 Timeline SPTL 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: 88,011 shares; 2024Q4: 84,966 shares; 2025Q1: 137,766 shares; 2025Q2: 142,764 shares; 2025Q3: 120,731 shares 120,731 $3.25M 0.07% -22,033 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: 70,131 shares; 2024Q4: 71,330 shares; 2025Q1: 76,163 shares; 2025Q2: 35,960 shares; 2025Q3: 33,217 shares 33,217 $3.16M 0.07% -2,743 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 7,771 shares; 2025Q1: 9,019 shares; 2025Q2: 9,120 shares; 2025Q3: 9,112 shares 9,112 $3.16M 0.07% -8 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,482 shares; 2024Q4: 34,651 shares; 2025Q1: 34,651 shares; 2025Q2: 34,502 shares; 2025Q3: 34,515 shares 34,515 $3.14M 0.07% +13 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,552 shares; 2024Q4: 32,998 shares; 2025Q1: 39,569 shares; 2025Q2: 39,901 shares; 2025Q3: 58,812 shares 58,812 $3.14M 0.07% +18,911 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: 22,932 shares; 2024Q4: 26,247 shares; 2025Q1: 24,350 shares; 2025Q2: 22,868 shares; 2025Q3: 23,069 shares 23,069 $3.13M 0.07% +201 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: 9,447 shares; 2024Q4: 9,689 shares; 2025Q1: 10,331 shares; 2025Q2: 10,131 shares; 2025Q3: 11,245 shares 11,245 $3.08M 0.07% +1,114 Timeline JMST 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: not reported; 2024Q4: 858,245 shares; 2025Q1: 1,036,968 shares; 2025Q2: 680,488 shares; 2025Q3: 59,705 shares 59,705 $3.05M 0.07% -620,783 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: 31,547 shares; 2024Q4: 31,439 shares; 2025Q1: 30,991 shares; 2025Q2: 29,346 shares; 2025Q3: 29,445 shares 29,445 $3.03M 0.07% +99 Timeline XJR 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: 54,577 shares; 2024Q4: 59,639 shares; 2025Q1: 69,679 shares; 2025Q2: 67,347 shares; 2025Q3: 70,755 shares 70,755 $3.01M 0.07% +3,408 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: 430 shares; 2024Q4: 434 shares; 2025Q1: 488 shares; 2025Q2: 487 shares; 2025Q3: 557 shares 557 $3.01M 0.07% +70 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: 3,920 shares; 2024Q4: 4,074 shares; 2025Q1: 4,426 shares; 2025Q2: 4,240 shares; 2025Q3: 5,201 shares 5,201 $2.96M 0.06% +961 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 11,448 shares 11,448 $2.96M 0.06% new Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,774 shares; 2024Q4: 64,119 shares; 2025Q1: 64,119 shares; 2025Q2: 63,541 shares; 2025Q3: 57,341 shares 57,341 $2.94M 0.06% -6,200 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,167 shares; 2024Q4: 294,738 shares; 2025Q1: 294,738 shares; 2025Q2: 294,738 shares; 2025Q3: 98,168 shares 98,168 $2.91M 0.06% -196,570 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: 19,127 shares; 2024Q4: 21,388 shares; 2025Q1: 21,353 shares; 2025Q2: 21,647 shares; 2025Q3: 21,647 shares 21,647 $2.89M 0.06% 0 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,728 shares; 2024Q4: 29,001 shares; 2025Q1: 29,801 shares; 2025Q2: 26,738 shares; 2025Q3: 22,738 shares 22,738 $2.83M 0.06% -4,000 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: 45,955 shares; 2024Q4: 45,955 shares; 2025Q1: 45,955 shares; 2025Q2: 45,955 shares; 2025Q3: 45,955 shares 45,955 $2.81M 0.06% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,103 shares; 2024Q4: 28,207 shares; 2025Q1: 30,039 shares; 2025Q2: 30,492 shares; 2025Q3: 30,108 shares 30,108 $2.8M 0.06% -384 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,199 shares; 2024Q4: 26,868 shares; 2025Q1: 26,869 shares; 2025Q2: 25,913 shares; 2025Q3: 24,489 shares 24,489 $2.78M 0.06% -1,424 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 5,316 shares; 2025Q2: 40,853 shares; 2025Q3: 33,789 shares 33,789 $2.77M 0.06% -7,064 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: 244,175 shares; 2024Q4: 90,215 shares; 2025Q1: 54,387 shares; 2025Q2: 63,978 shares; 2025Q3: 25,823 shares 25,823 $2.75M 0.06% -38,155 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,323 shares; 2024Q4: 51,520 shares; 2025Q1: 51,520 shares; 2025Q2: 51,520 shares; 2025Q3: 51,520 shares 51,520 $2.7M 0.06% 0 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: 23,788 shares; 2024Q4: 23,721 shares; 2025Q1: 23,767 shares; 2025Q2: 32,224 shares; 2025Q3: 31,835 shares 31,835 $2.69M 0.06% -389 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 4,120 shares; 2025Q2: 4,380 shares; 2025Q3: 19,411 shares 19,411 $2.67M 0.06% +15,031 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: 9,142 shares; 2024Q4: 9,216 shares; 2025Q1: 13,237 shares; 2025Q2: 30,881 shares; 2025Q3: 30,945 shares 30,945 $2.59M 0.06% +64 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: 50,964 shares; 2024Q4: 57,178 shares; 2025Q1: 57,363 shares; 2025Q2: 58,076 shares; 2025Q3: 57,982 shares 57,982 $2.58M 0.06% -94 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: 3,401 shares; 2024Q4: 3,402 shares; 2025Q1: 3,403 shares; 2025Q2: 3,400 shares; 2025Q3: 3,402 shares 3,402 $2.58M 0.06% +2 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,851 shares; 2024Q4: 61,207 shares; 2025Q1: 61,812 shares; 2025Q2: 61,289 shares; 2025Q3: 61,289 shares 61,289 $2.57M 0.06% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 9,434 shares; 2025Q1: 9,243 shares; 2025Q2: 9,142 shares; 2025Q3: 8,853 shares 8,853 $2.55M 0.06% -289 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: 19,938 shares; 2024Q4: 22,106 shares; 2025Q1: 22,145 shares; 2025Q2: 22,378 shares; 2025Q3: 22,447 shares 22,447 $2.52M 0.05% +69 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: 15,371 shares; 2024Q4: 14,869 shares; 2025Q1: 15,394 shares; 2025Q2: 10,786 shares; 2025Q3: 10,165 shares 10,165 $2.51M 0.05% -621 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: 169,994 shares; 2024Q4: 95,764 shares; 2025Q1: 60,737 shares; 2025Q2: 59,062 shares; 2025Q3: 49,450 shares 49,450 $2.48M 0.05% -9,612 Timeline BBAG 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: 43,529 shares; 2024Q4: 44,206 shares; 2025Q1: 44,170 shares; 2025Q2: 46,961 shares; 2025Q3: 52,453 shares 52,453 $2.45M 0.05% +5,492 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: 43,716 shares; 2024Q4: 47,177 shares; 2025Q1: 49,749 shares; 2025Q2: 59,085 shares; 2025Q3: 29,044 shares 29,044 $2.44M 0.05% -30,041 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,696 shares; 2024Q4: 61,599 shares; 2025Q1: 58,420 shares; 2025Q2: 60,621 shares; 2025Q3: 57,566 shares 57,566 $2.43M 0.05% -3,055 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: 26,221 shares; 2024Q4: 24,975 shares; 2025Q1: 22,987 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares 19,984 $2.41M 0.05% -1,905 Timeline SPTS 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: 438,777 shares; 2024Q4: 603,985 shares; 2025Q1: 279,125 shares; 2025Q2: 76,010 shares; 2025Q3: 80,525 shares 80,525 $2.36M 0.05% +4,515 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: not reported; 2025Q1: not reported; 2025Q2: 7,698 shares; 2025Q3: 7,605 shares 7,605 $2.36M 0.05% -93 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: 35,130 shares; 2024Q4: 34,397 shares; 2025Q1: 34,047 shares; 2025Q2: 34,510 shares; 2025Q3: 34,497 shares 34,497 $2.35M 0.05% -13 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: 7,305 shares; 2024Q4: 7,375 shares; 2025Q1: 7,733 shares; 2025Q2: 6,400 shares; 2025Q3: 7,308 shares 7,308 $2.32M 0.05% +908 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: 73,777 shares; 2024Q4: 75,950 shares; 2025Q1: 76,486 shares; 2025Q2: 77,691 shares; 2025Q3: 52,722 shares 52,722 $2.32M 0.05% -24,969 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 13,116 shares; 2025Q1: 11,622 shares; 2025Q2: 7,276 shares; 2025Q3: 16,412 shares 16,412 $2.31M 0.05% +9,136 Timeline PLDR PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,108 shares; 2024Q4: 64,020 shares; 2025Q1: 58,481 shares; 2025Q2: 60,503 shares; 2025Q3: 62,652 shares 62,652 $2.25M 0.05% +2,149 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: 81,195 shares; 2024Q4: 81,156 shares; 2025Q1: 82,753 shares; 2025Q2: 25,851 shares; 2025Q3: 25,030 shares 25,030 $2.25M 0.05% -821 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: 7,170 shares; 2024Q4: 7,266 shares; 2025Q1: 7,797 shares; 2025Q2: 7,699 shares; 2025Q3: 8,741 shares 8,741 $2.2M 0.05% +1,042 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: 21,681 shares; 2024Q4: 21,681 shares; 2025Q1: 11,186 shares; 2025Q2: 6,472 shares; 2025Q3: 6,453 shares 6,453 $2.15M 0.05% -19 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,989 shares; 2024Q4: 20,913 shares; 2025Q1: 20,739 shares; 2025Q2: 20,705 shares; 2025Q3: 20,559 shares 20,559 $2.05M 0.04% -146 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,500 shares; 2024Q4: 35,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,504 shares 22,504 $2.03M 0.04% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,025 shares; 2024Q4: 32,804 shares; 2025Q1: 36,783 shares; 2025Q2: 35,560 shares; 2025Q3: 46,297 shares 46,297 $2M 0.04% +10,737 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: 5,835 shares; 2024Q4: 6,012 shares; 2025Q1: 6,349 shares; 2025Q2: 6,084 shares; 2025Q3: 12,560 shares 12,560 $1.97M 0.04% +6,476 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 13,422 shares; 2025Q1: 4,034 shares; 2025Q2: 3,601 shares; 2025Q3: 3,479 shares 3,479 $1.96M 0.04% -122 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,547 shares; 2024Q4: 38,759 shares; 2025Q1: 38,759 shares; 2025Q2: 38,410 shares; 2025Q3: 38,410 shares 38,410 $1.95M 0.04% 0 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: 3,460 shares; 2024Q4: 3,520 shares; 2025Q1: 3,667 shares; 2025Q2: 4,729 shares; 2025Q3: 4,707 shares 4,707 $1.95M 0.04% -22 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 19,446 shares; 2025Q1: 20,246 shares; 2025Q2: 20,104 shares; 2025Q3: 20,104 shares 20,104 $1.94M 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,046 shares; 2024Q4: 12,401 shares; 2025Q1: 5,950 shares; 2025Q2: 5,760 shares; 2025Q3: 18,176 shares 18,176 $1.89M 0.04% +12,416 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: 11,010 shares; 2024Q4: 10,930 shares; 2025Q1: 10,434 shares; 2025Q2: 9,949 shares; 2025Q3: 9,101 shares 9,101 $1.88M 0.04% -848 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: 14,653 shares; 2024Q4: 57,812 shares; 2025Q1: 63,012 shares; 2025Q2: 57,812 shares; 2025Q3: 57,812 shares 57,812 $1.84M 0.04% 0 Timeline SCHA 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: 36,131 shares; 2024Q4: 71,743 shares; 2025Q1: 71,844 shares; 2025Q2: 68,694 shares; 2025Q3: 65,522 shares 65,522 $1.83M 0.04% -3,172 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: 130,927 shares; 2024Q4: 132,443 shares; 2025Q1: 128,537 shares; 2025Q2: 125,364 shares; 2025Q3: 114,649 shares 114,649 $1.83M 0.04% -10,715 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 15,198 shares; 2025Q1: 17,157 shares; 2025Q2: 16,566 shares; 2025Q3: 21,456 shares 21,456 $1.79M 0.04% +4,890 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: 4,342 shares; 2024Q4: 4,014 shares; 2025Q1: 4,172 shares; 2025Q2: 3,910 shares; 2025Q3: 3,915 shares 3,915 $1.79M 0.04% +5 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,673 shares; 2025Q3: 19,536 shares 19,536 $1.79M 0.04% -137 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: 41,660 shares; 2024Q4: 162,212 shares; 2025Q1: 94,714 shares; 2025Q2: 60,779 shares; 2025Q3: 61,726 shares 61,726 $1.78M 0.04% +947 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,958 shares; 2025Q1: 5,958 shares; 2025Q2: 5,900 shares; 2025Q3: 5,904 shares 5,904 $1.77M 0.04% +4 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 25,000 shares; 2025Q1: 20,000 shares; 2025Q2: 15,000 shares; 2025Q3: 10,001 shares 10,001 $1.74M 0.04% -4,999 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 2,012 shares; 2025Q1: 2,043 shares; 2025Q2: 2,235 shares; 2025Q3: 2,214 shares 2,214 $1.71M 0.04% -21 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,908 shares; 2024Q4: 23,008 shares; 2025Q1: 23,008 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares 22,800 $1.71M 0.04% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,161 shares; 2025Q2: 8,294 shares; 2025Q3: 34,648 shares 34,648 $1.7M 0.04% +26,354 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: 7,728 shares; 2024Q4: 8,881 shares; 2025Q1: 8,021 shares; 2025Q2: 9,222 shares; 2025Q3: 9,033 shares 9,033 $1.7M 0.04% -189 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,137 shares; 2024Q4: 43,404 shares; 2025Q1: 43,404 shares; 2025Q2: 43,000 shares; 2025Q3: 43,013 shares 43,013 $1.69M 0.04% +13 Timeline SCHE 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: 54,712 shares; 2024Q4: 52,248 shares; 2025Q1: 54,174 shares; 2025Q2: 50,199 shares; 2025Q3: 50,199 shares 50,199 $1.68M 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 8,250 shares; 2025Q1: 8,147 shares; 2025Q2: 8,580 shares; 2025Q3: 8,604 shares 8,604 $1.67M 0.04% +24 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,409 shares; 2024Q4: 90,197 shares; 2025Q1: 90,197 shares; 2025Q2: 96,572 shares; 2025Q3: 89,872 shares 89,872 $1.67M 0.04% -6,700 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 10,245 shares; 2025Q1: 10,265 shares; 2025Q2: 7,765 shares; 2025Q3: 9,265 shares 9,265 $1.66M 0.04% +1,500 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,948 shares; 2025Q3: 2,563 shares 2,563 $1.64M 0.04% +615 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,207 shares; 2024Q4: 84,900 shares; 2025Q1: 68,379 shares; 2025Q2: 67,771 shares; 2025Q3: 67,771 shares 67,771 $1.59M 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 5,705 shares; 2025Q1: 6,285 shares; 2025Q2: 6,091 shares; 2025Q3: 7,821 shares 7,821 $1.58M 0.03% +1,730 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,963 shares; 2025Q1: 5,386 shares; 2025Q2: 5,464 shares; 2025Q3: 5,452 shares 5,452 $1.57M 0.03% -12 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: 6,043 shares; 2024Q4: 6,216 shares; 2025Q1: 6,729 shares; 2025Q2: 6,516 shares; 2025Q3: 8,820 shares 8,820 $1.57M 0.03% +2,304 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,289 shares; 2024Q4: 42,782 shares; 2025Q1: 41,352 shares; 2025Q2: 39,451 shares; 2025Q3: 37,482 shares 37,482 $1.56M 0.03% -1,969 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: 5,680 shares; 2024Q4: 5,963 shares; 2025Q1: 10,123 shares; 2025Q2: 10,703 shares; 2025Q3: 12,121 shares 12,121 $1.55M 0.03% +1,418 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: 8,605 shares; 2024Q4: 8,500 shares; 2025Q1: 8,149 shares; 2025Q2: 8,133 shares; 2025Q3: 9,065 shares 9,065 $1.55M 0.03% +932 Timeline SCHB 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: 19,649 shares; 2024Q4: 58,946 shares; 2025Q1: 63,077 shares; 2025Q2: 63,388 shares; 2025Q3: 60,158 shares 60,158 $1.55M 0.03% -3,230 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,556 shares; 2024Q4: 44,256 shares; 2025Q1: 44,256 shares; 2025Q2: 44,256 shares; 2025Q3: 44,256 shares 44,256 $1.55M 0.03% 0 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: 2,509 shares; 2024Q4: 2,524 shares; 2025Q1: 3,199 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares 3,299 $1.55M 0.03% 0 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: 9,364 shares; 2024Q4: 6,352 shares; 2025Q1: 6,914 shares; 2025Q2: 8,096 shares; 2025Q3: 9,713 shares 9,713 $1.53M 0.03% +1,617 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,523 shares; 2025Q1: 8,503 shares; 2025Q2: 8,553 shares; 2025Q3: 38,422 shares 38,422 $1.51M 0.03% +29,869 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: 9,459 shares; 2024Q4: 9,615 shares; 2025Q1: 11,096 shares; 2025Q2: 12,341 shares; 2025Q3: 12,362 shares 12,362 $1.46M 0.03% +21 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 10,666 shares; 2025Q2: 10,437 shares; 2025Q3: 12,337 shares 12,337 $1.46M 0.03% +1,900 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: 12,467 shares; 2024Q4: 12,837 shares; 2025Q1: 14,258 shares; 2025Q2: 13,805 shares; 2025Q3: 17,924 shares 17,924 $1.45M 0.03% +4,119 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,160 shares; 2025Q1: 5,532 shares; 2025Q2: 5,332 shares; 2025Q3: 7,605 shares 7,605 $1.43M 0.03% +2,273 Timeline VPU 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: 7,859 shares; 2024Q4: 7,764 shares; 2025Q1: 7,606 shares; 2025Q2: 7,628 shares; 2025Q3: 7,485 shares 7,485 $1.42M 0.03% -143 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,396 shares; 2024Q4: 47,651 shares; 2025Q1: 53,551 shares; 2025Q2: 41,312 shares; 2025Q3: 45,312 shares 45,312 $1.39M 0.03% +4,000 Timeline SPIB 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: 136,371 shares; 2024Q4: 68,174 shares; 2025Q1: 86,639 shares; 2025Q2: 57,531 shares; 2025Q3: 40,955 shares 40,955 $1.39M 0.03% -16,576 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: 54,665 shares; 2024Q4: 53,374 shares; 2025Q1: 55,214 shares; 2025Q2: 55,233 shares; 2025Q3: 54,073 shares 54,073 $1.38M 0.03% -1,160 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: 20,070 shares; 2024Q4: 20,084 shares; 2025Q1: 20,083 shares; 2025Q2: 20,106 shares; 2025Q3: 20,122 shares 20,122 $1.35M 0.03% +16 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 12,613 shares; 2025Q1: 12,139 shares; 2025Q2: 12,739 shares; 2025Q3: 11,434 shares 11,434 $1.35M 0.03% -1,305 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: 11,693 shares; 2025Q2: 25,370 shares; 2025Q3: 28,328 shares 28,328 $1.35M 0.03% +2,958 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,255 shares; 2025Q1: 4,297 shares; 2025Q2: 4,227 shares; 2025Q3: 4,462 shares 4,462 $1.34M 0.03% +235 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: 36,226 shares; 2024Q4: 36,767 shares; 2025Q1: 36,264 shares; 2025Q2: 35,880 shares; 2025Q3: 32,289 shares 32,289 $1.32M 0.03% -3,591 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG 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: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares 180,000 $1.32M 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 1,677 shares; 2025Q1: 1,793 shares; 2025Q2: 3,214 shares; 2025Q3: 4,085 shares 4,085 $1.32M 0.03% +871 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: 4,934 shares; 2024Q4: 5,043 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares 6,468 $1.32M 0.03% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,175 shares; 2024Q4: 26,509 shares; 2025Q1: 22,193 shares; 2025Q2: 21,515 shares; 2025Q3: 21,271 shares 21,271 $1.31M 0.03% -244 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP 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: 13,196 shares; 2025Q2: 12,825 shares; 2025Q3: 16,803 shares 16,803 $1.31M 0.03% +3,978 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,205 shares; 2024Q4: 39,355 shares; 2025Q1: 39,355 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares 39,000 $1.3M 0.03% 0 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: 19,327 shares; 2024Q4: 19,814 shares; 2025Q1: 18,695 shares; 2025Q2: 19,523 shares; 2025Q3: 19,446 shares 19,446 $1.28M 0.03% -77 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 8,392 shares; 2025Q1: 9,065 shares; 2025Q2: 8,757 shares; 2025Q3: 11,558 shares 11,558 $1.28M 0.03% +2,801 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,139 shares; 2024Q4: 16,359 shares; 2025Q1: 27,736 shares; 2025Q2: 28,935 shares; 2025Q3: 27,056 shares 27,056 $1.28M 0.03% -1,879 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,323 shares; 2025Q1: 5,242 shares; 2025Q2: 4,937 shares; 2025Q3: 4,883 shares 4,883 $1.27M 0.03% -54 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: 4,248 shares; 2024Q4: 4,348 shares; 2025Q1: 4,454 shares; 2025Q2: 4,685 shares; 2025Q3: 4,515 shares 4,515 $1.26M 0.03% -170 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 77,395 shares 77,395 $1.25M 0.03% new 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: 14,101 shares; 2024Q4: 13,799 shares; 2025Q1: 16,674 shares; 2025Q2: 16,474 shares; 2025Q3: 16,503 shares 16,503 $1.24M 0.03% +29 Timeline VFH 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: 9,311 shares; 2024Q4: 9,243 shares; 2025Q1: 8,811 shares; 2025Q2: 9,884 shares; 2025Q3: 9,460 shares 9,460 $1.24M 0.03% -424 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,484 shares; 2025Q1: 4,490 shares; 2025Q2: 5,264 shares; 2025Q3: 4,546 shares 4,546 $1.24M 0.03% -718 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 9,780 shares; 2025Q1: 9,621 shares; 2025Q2: 14,375 shares; 2025Q3: 13,702 shares 13,702 $1.22M 0.03% -673 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 15,870 shares; 2025Q2: 12,592 shares; 2025Q3: 24,422 shares 24,422 $1.22M 0.03% +11,830 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,810 shares; 2024Q4: 7,928 shares; 2025Q1: 7,710 shares; 2025Q2: 8,520 shares; 2025Q3: 8,731 shares 8,731 $1.22M 0.03% +211 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 5,069 shares; 2025Q1: 4,821 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $1.2M 0.03% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,893 shares; 2024Q4: 19,357 shares; 2025Q1: 26,194 shares; 2025Q2: 27,212 shares; 2025Q3: 26,890 shares 26,890 $1.2M 0.03% -322 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: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 2,992 shares; 2025Q2: 3,871 shares; 2025Q3: 3,888 shares 3,888 $1.17M 0.03% +17 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 31,291 shares; 2025Q1: 32,446 shares; 2025Q2: 22,608 shares; 2025Q3: 11,090 shares 11,090 $1.16M 0.03% -11,518 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: 3,569 shares; 2024Q4: 3,572 shares; 2025Q1: 3,506 shares; 2025Q2: 3,401 shares; 2025Q3: 3,368 shares 3,368 $1.15M 0.02% -33 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO 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: 19,200 shares; 2025Q1: 13,600 shares; 2025Q2: 34,100 shares; 2025Q3: 26,300 shares 26,300 $1.14M 0.02% -7,800 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: 15,035 shares; 2025Q1: 14,714 shares; 2025Q2: 14,528 shares; 2025Q3: 17,471 shares 17,471 $1.13M 0.02% +2,943 Timeline NULV 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: 31,577 shares; 2024Q4: 33,227 shares; 2025Q1: 28,420 shares; 2025Q2: 25,499 shares; 2025Q3: 25,696 shares 25,696 $1.13M 0.02% +197 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,968 shares; 2025Q1: 10,197 shares; 2025Q2: 10,300 shares; 2025Q3: 22,724 shares 22,724 $1.11M 0.02% +12,424 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: 16,813 shares; 2024Q4: 6,966 shares; 2025Q1: 7,170 shares; 2025Q2: 6,708 shares; 2025Q3: 5,732 shares 5,732 $1.1M 0.02% -976 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: 4,502 shares; 2024Q4: 4,502 shares; 2025Q1: 7,063 shares; 2025Q2: 6,717 shares; 2025Q3: 6,513 shares 6,513 $1.09M 0.02% -204 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: 3,502 shares; 2024Q4: 3,990 shares; 2025Q1: 3,990 shares; 2025Q2: 4,220 shares; 2025Q3: 4,017 shares 4,017 $1.09M 0.02% -203 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,091 shares; 2025Q1: 4,418 shares; 2025Q2: 4,261 shares; 2025Q3: 5,527 shares 5,527 $1.08M 0.02% +1,266 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,900 shares; 2025Q1: 3,109 shares; 2025Q2: 2,194 shares; 2025Q3: 1,899 shares 1,899 $1.07M 0.02% -295 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,700 shares 24,700 $1.06M 0.02% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV 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: 50,000 shares 50,000 $1.05M 0.02% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,737 shares; 2024Q4: 15,773 shares; 2025Q1: 15,767 shares; 2025Q2: 15,543 shares; 2025Q3: 15,545 shares 15,545 $1.05M 0.02% +2 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,636 shares; 2024Q4: 89,400 shares; 2025Q1: 104,502 shares; 2025Q2: 89,400 shares; 2025Q3: 89,400 shares 89,400 $1.05M 0.02% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $1.03M 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,306 shares; 2025Q3: 2,181 shares 2,181 $1.01M 0.02% -1,125 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,039 shares; 2025Q3: 5,313 shares 5,313 $1M 0.02% +1,274 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,653 shares; 2024Q4: 10,659 shares; 2025Q1: 5,030 shares; 2025Q2: 5,021 shares; 2025Q3: 5,025 shares 5,025 $984K 0.02% +4 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 8,253 shares; 2025Q3: 6,706 shares 6,706 $977K 0.02% -1,547 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: 7,006 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,978 shares; 2025Q3: 6,991 shares 6,991 $973K 0.02% +13 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,826 shares; 2024Q4: 16,477 shares; 2025Q1: 16,734 shares; 2025Q2: 17,838 shares; 2025Q3: 16,262 shares 16,262 $971K 0.02% -1,576 AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,896 shares; 2025Q1: 2,417 shares; 2025Q2: 2,216 shares; 2025Q3: 2,816 shares 2,816 $970K 0.02% +600 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 6,909 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,879 shares 6,879 $961K 0.02% -30 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: 14,641 shares; 2024Q4: 15,092 shares; 2025Q1: 16,828 shares; 2025Q2: 16,357 shares; 2025Q3: 21,241 shares 21,241 $956K 0.02% +4,884 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: 4,702 shares; 2024Q4: 4,560 shares; 2025Q1: 4,699 shares; 2025Q2: 5,218 shares; 2025Q3: 4,820 shares 4,820 $921K 0.02% -398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,113 shares 136,113 $912K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 11,968 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 10,975 shares 10,975 $906K 0.02% -350 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,729 shares; 2024Q4: 22,950 shares; 2025Q1: 33,550 shares; 2025Q2: 33,400 shares; 2025Q3: 33,400 shares 33,400 $899K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,246 shares; 2024Q4: 8,261 shares; 2025Q1: 8,175 shares; 2025Q2: 7,964 shares; 2025Q3: 7,981 shares 7,981 $898K 0.02% +17 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,952 shares; 2025Q3: 3,903 shares 3,903 $897K 0.02% -1,049 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 704 shares; 2025Q1: 753 shares; 2025Q2: 733 shares; 2025Q3: 940 shares 940 $896K 0.02% +207 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 13,337 shares; 2025Q1: 46,720 shares; 2025Q2: 46,720 shares; 2025Q3: 48,020 shares 48,020 $895K 0.02% +1,300 Timeline TGNA TEGNA INC More: the full row for TEGNA 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: 43,800 shares 43,800 $890K 0.02% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares 4,805 $885K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 1,356 shares; 2025Q3: 1,432 shares 1,432 $881K 0.02% +76 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 47,200 shares; 2025Q3: 49,500 shares 49,500 $872K 0.02% +2,300 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,874 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,999 shares 148,999 $869K 0.02% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares 6,274 $867K 0.02% 0 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,453 shares; 2024Q4: 31,453 shares; 2025Q1: 30,353 shares; 2025Q2: 25,053 shares; 2025Q3: 28,953 shares 28,953 $862K 0.02% +3,900 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: 19,006 shares; 2024Q4: 4,330 shares; 2025Q1: 4,709 shares; 2025Q2: 4,669 shares; 2025Q3: 4,717 shares 4,717 $860K 0.02% +48 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,886 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares 6,022 $858K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,183 shares; 2024Q4: 7,996 shares; 2025Q1: 8,656 shares; 2025Q2: 8,400 shares; 2025Q3: 11,025 shares 11,025 $857K 0.02% +2,625 Timeline HAFC HANMI FINL CORP More: the full row for HANMI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,623 shares; 2024Q4: 35,623 shares; 2025Q1: 35,623 shares; 2025Q2: 35,623 shares; 2025Q3: 34,623 shares 34,623 $855K 0.02% -1,000 Timeline SPYX 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: 25,883 shares; 2024Q4: 29,416 shares; 2025Q1: 32,360 shares; 2025Q2: 15,616 shares; 2025Q3: 15,526 shares 15,526 $852K 0.02% -90 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,001 shares; 2024Q4: 49,201 shares; 2025Q1: 49,201 shares; 2025Q2: 49,201 shares; 2025Q3: 45,501 shares 45,501 $849K 0.02% -3,700 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC 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: 12,100 shares; 2025Q2: 25,100 shares; 2025Q3: 27,700 shares 27,700 $847K 0.02% +2,600 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,536 shares; 2024Q4: 25,936 shares; 2025Q1: 25,936 shares; 2025Q2: 26,736 shares; 2025Q3: 27,836 shares 27,836 $845K 0.02% +1,100 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares 10,691 $840K 0.02% 0 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: 34,543 shares; 2024Q4: 35,478 shares; 2025Q1: 35,420 shares; 2025Q2: 39,055 shares; 2025Q3: 32,203 shares 32,203 $840K 0.02% -6,852 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,937 shares; 2025Q1: 9,637 shares; 2025Q2: 9,037 shares; 2025Q3: 9,037 shares 9,037 $835K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,928 shares; 2025Q1: 2,874 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares 2,710 $834K 0.02% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,100 shares; 2025Q2: not reported; 2025Q3: 52,000 shares 52,000 $833K 0.02% new Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: not reported; 2025Q1: 42,200 shares; 2025Q2: 38,150 shares; 2025Q3: 47,750 shares 47,750 $825K 0.02% +9,600 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: 12,348 shares; 2024Q4: 8,686 shares; 2025Q1: 12,968 shares; 2025Q2: 13,909 shares; 2025Q3: 14,737 shares 14,737 $818K 0.02% +828 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,618 shares; 2024Q4: 15,051 shares; 2025Q1: 19,069 shares; 2025Q2: 21,321 shares; 2025Q3: 18,936 shares 18,936 $817K 0.02% -2,385 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,519 shares 102,519 $816K 0.02% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 3,837 shares; 2025Q1: 3,837 shares; 2025Q2: 4,035 shares; 2025Q3: 3,838 shares 3,838 $812K 0.02% -197 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS 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: 17,300 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares 16,200 $810K 0.02% 0 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: 8,057 shares; 2024Q4: 8,057 shares; 2025Q1: 7,942 shares; 2025Q2: 7,942 shares; 2025Q3: 7,949 shares 7,949 $810K 0.02% +7 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: 14,992 shares; 2024Q4: 15,635 shares; 2025Q1: 15,634 shares; 2025Q2: 15,402 shares; 2025Q3: 13,653 shares 13,653 $809K 0.02% -1,749 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: 12,663 shares; 2024Q4: 11,537 shares; 2025Q1: 13,294 shares; 2025Q2: 13,718 shares; 2025Q3: 12,178 shares 12,178 $804K 0.02% -1,540 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: 5,553 shares; 2024Q4: 5,550 shares; 2025Q1: 5,561 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares 5,563 $803K 0.02% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,600 shares 41,600 $802K 0.02% new 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: 36,090 shares; 2024Q4: 37,293 shares; 2025Q1: 40,110 shares; 2025Q2: 41,198 shares; 2025Q3: 32,619 shares 32,619 $801K 0.02% -8,579 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,402 shares 65,402 $798K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 7,977 shares; 2025Q1: 7,867 shares; 2025Q2: 7,710 shares; 2025Q3: 7,533 shares 7,533 $792K 0.02% -177 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,352 shares; 2024Q4: 48,639 shares; 2025Q1: 48,639 shares; 2025Q2: 48,487 shares; 2025Q3: 48,487 shares 48,487 $790K 0.02% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares 11,400 $784K 0.02% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,715 shares; 2024Q4: 23,715 shares; 2025Q1: 21,815 shares; 2025Q2: 21,800 shares; 2025Q3: 19,815 shares 19,815 $784K 0.02% -1,985 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares 22,000 $780K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,566 shares; 2024Q4: 31,564 shares; 2025Q1: 32,438 shares; 2025Q2: 28,538 shares; 2025Q3: 28,538 shares 28,538 $779K 0.02% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,171 shares; 2025Q3: 8,171 shares 8,171 $778K 0.02% 0 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,459 shares; 2024Q4: 28,522 shares; 2025Q1: 28,522 shares; 2025Q2: 28,265 shares; 2025Q3: 28,265 shares 28,265 $778K 0.02% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 18,081 shares; 2025Q1: 19,229 shares; 2025Q2: 34,031 shares; 2025Q3: 27,813 shares 27,813 $776K 0.02% -6,218 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,504 shares; 2024Q4: 21,808 shares; 2025Q1: 21,965 shares; 2025Q2: 21,552 shares; 2025Q3: 10,249 shares 10,249 $775K 0.02% -11,303 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,900 shares; 2024Q4: 15,800 shares; 2025Q1: 25,400 shares; 2025Q2: 26,662 shares; 2025Q3: 30,662 shares 30,662 $774K 0.02% +4,000 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS 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: 10,498 shares; 2025Q1: 10,568 shares; 2025Q2: 7,900 shares; 2025Q3: 11,600 shares 11,600 $768K 0.02% +3,700 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,300 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,300 shares 5,300 $766K 0.02% -600 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,801 shares; 2025Q1: 14,201 shares; 2025Q2: 16,101 shares; 2025Q3: 17,001 shares 17,001 $765K 0.02% +900 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000 $754K 0.02% new Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 13,303 shares; 2025Q1: 13,303 shares; 2025Q2: 13,303 shares; 2025Q3: 13,303 shares 13,303 $751K 0.02% 0 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: 7,418 shares; 2024Q4: 7,547 shares; 2025Q1: 6,426 shares; 2025Q2: 6,020 shares; 2025Q3: 6,027 shares 6,027 $749K 0.02% +7 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,855 shares; 2024Q4: 25,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,900 shares 30,900 $748K 0.02% new Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,200 shares; 2024Q4: not reported; 2025Q1: 43,200 shares; 2025Q2: 71,736 shares; 2025Q3: 80,800 shares 80,800 $743K 0.02% +9,064 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 11,700 shares; 2025Q1: 10,600 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares 11,200 $739K 0.02% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 3,885 shares; 2025Q1: 3,585 shares; 2025Q2: 3,285 shares; 2025Q3: 4,085 shares 4,085 $739K 0.02% +800 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,266 shares; 2025Q1: 4,847 shares; 2025Q2: 4,855 shares; 2025Q3: 4,789 shares 4,789 $739K 0.02% -66 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 1,001 shares 1,001 $738K 0.02% new Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK 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: 17,600 shares 17,600 $736K 0.02% new Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,333 shares; 2024Q4: 18,333 shares; 2025Q1: 21,633 shares; 2025Q2: 21,633 shares; 2025Q3: 21,633 shares 21,633 $735K 0.02% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: not reported; 2025Q1: 12,415 shares; 2025Q2: 19,700 shares; 2025Q3: 20,515 shares 20,515 $733K 0.02% +815 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE 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: 47,200 shares; 2025Q3: 49,100 shares 49,100 $731K 0.02% +1,900 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG 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: 31,900 shares 31,900 $729K 0.02% new Timeline MRC GLOBAL INC MRC GLOBAL INC More: the full row for MRC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,810 shares; 2024Q4: 56,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,500 shares 50,500 $728K 0.02% new NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS 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: 36,503 shares; 2025Q3: 29,524 shares 29,524 $727K 0.02% -6,979 Timeline FNDC 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: 18,262 shares; 2025Q2: 16,262 shares; 2025Q3: 16,262 shares 16,262 $724K 0.02% 0 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 22,360 shares; 2025Q3: 23,260 shares 23,260 $720K 0.02% +900 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 7,753 shares; 2025Q1: 8,099 shares; 2025Q2: 7,725 shares; 2025Q3: 9,873 shares 9,873 $718K 0.02% +2,148 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: 170,833 shares; 2024Q4: 39,712 shares; 2025Q1: 67,966 shares; 2025Q2: 72,661 shares; 2025Q3: 61,789 shares 61,789 $717K 0.02% -10,872 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 12,300 shares; 2025Q1: 43,300 shares; 2025Q2: not reported; 2025Q3: 42,200 shares 42,200 $707K 0.02% new Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES 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: 15,500 shares; 2025Q2: 48,900 shares; 2025Q3: 42,837 shares 42,837 $703K 0.02% -6,063 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,959 shares; 2025Q3: 4,929 shares 4,929 $702K 0.02% -30 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 22,229 shares; 2025Q1: 22,229 shares; 2025Q2: 22,229 shares; 2025Q3: 22,229 shares 22,229 $701K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,318 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares 3,318 $695K 0.02% 0 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 11,000 shares; 2025Q1: 23,500 shares; 2025Q2: 21,100 shares; 2025Q3: 25,500 shares 25,500 $692K 0.02% +4,400 Timeline SPTI 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: 163,595 shares; 2024Q4: 35,650 shares; 2025Q1: 115,565 shares; 2025Q2: not reported; 2025Q3: 23,680 shares 23,680 $684K 0.01% new 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $684K 0.01% 0 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,800 shares; 2025Q2: not reported; 2025Q3: 15,700 shares 15,700 $684K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 12,281 shares; 2025Q1: 14,745 shares; 2025Q2: 13,546 shares; 2025Q3: 12,221 shares 12,221 $681K 0.01% -1,325 Timeline DFUV 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: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,811 shares; 2025Q2: 15,811 shares; 2025Q3: 15,227 shares 15,227 $680K 0.01% -584 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,487 shares; 2024Q4: 54,900 shares; 2025Q1: 55,395 shares; 2025Q2: 54,900 shares; 2025Q3: 54,900 shares 54,900 $676K 0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,600 shares 12,600 $674K 0.01% new Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,100 shares; 2025Q3: 17,800 shares 17,800 $673K 0.01% +700 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,600 shares; 2025Q3: 34,800 shares 34,800 $667K 0.01% +20,200 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,788 shares 10,788 $662K 0.01% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $661K 0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE 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: 7,500 shares 7,500 $659K 0.01% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,175 shares; 2025Q1: 22,875 shares; 2025Q2: 49,376 shares; 2025Q3: 42,776 shares 42,776 $657K 0.01% -6,600 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE 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: 38,900 shares 38,900 $655K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares 14,800 $651K 0.01% 0 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 9,300 shares; 2025Q3: 11,400 shares 11,400 $650K 0.01% +2,100 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,300 shares; 2025Q3: 16,469 shares 16,469 $644K 0.01% -831 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,100 shares; 2024Q4: 22,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,500 shares 25,500 $642K 0.01% +400 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 24,907 shares 24,907 $642K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 18,288 shares; 2025Q3: 7,554 shares 7,554 $635K 0.01% -10,734 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 29,079 shares 29,079 $633K 0.01% new 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: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 3,926 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares 4,857 $630K 0.01% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 51,100 shares 51,100 $628K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares 2,547 $622K 0.01% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 2,700 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares 5,400 $622K 0.01% 0 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA 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: 83,000 shares; 2025Q2: 107,400 shares; 2025Q3: 107,400 shares 107,400 $621K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 2,752 shares; 2025Q2: 2,743 shares; 2025Q3: 2,750 shares 2,750 $620K 0.01% +7 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,388 shares; 2025Q1: 2,950 shares; 2025Q2: 3,498 shares; 2025Q3: 3,024 shares 3,024 $619K 0.01% -474 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,758 shares; 2025Q2: 12,482 shares; 2025Q3: 12,505 shares 12,505 $609K 0.01% +23 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,240 shares; 2024Q4: 23,240 shares; 2025Q1: 21,440 shares; 2025Q2: 21,440 shares; 2025Q3: 21,440 shares 21,440 $608K 0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 36,000 shares 36,000 $606K 0.01% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 6,800 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares 6,000 $604K 0.01% -500 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: 3,123 shares; 2024Q4: 4,119 shares; 2025Q1: 8,121 shares; 2025Q2: 8,417 shares; 2025Q3: 7,313 shares 7,313 $602K 0.01% -1,104 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: not reported; 2025Q3: 4,684 shares 4,684 $601K 0.01% new 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: 9,810 shares; 2024Q4: 9,810 shares; 2025Q1: 9,814 shares; 2025Q2: 9,795 shares; 2025Q3: 9,818 shares 9,818 $597K 0.01% +23 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: not reported; 2024Q4: 25,703 shares; 2025Q1: 27,404 shares; 2025Q2: 28,246 shares; 2025Q3: 35,396 shares 35,396 $593K 0.01% +7,150 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 10,100 shares 10,100 $592K 0.01% +1,300 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,089 shares 7,089 $591K 0.01% new Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS 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: 8,272 shares; 2025Q1: 15,972 shares; 2025Q2: 15,972 shares; 2025Q3: 20,172 shares 20,172 $584K 0.01% +4,200 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares 6,684 $583K 0.01% 0 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,600 shares; 2025Q3: 48,700 shares 48,700 $582K 0.01% -8,900 Timeline ODP THE ODP CORP More: the full row for THE ODP 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: 20,800 shares 20,800 $579K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,066 shares; 2025Q1: 2,266 shares; 2025Q2: 2,406 shares; 2025Q3: 2,418 shares 2,418 $579K 0.01% +12 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: 7,217 shares; 2024Q4: 7,217 shares; 2025Q1: 7,217 shares; 2025Q2: 8,721 shares; 2025Q3: 8,417 shares 8,417 $577K 0.01% -304 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 53,000 shares 53,000 $576K 0.01% new 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: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 5,196 shares; 2025Q2: 5,188 shares; 2025Q3: 5,199 shares 5,199 $572K 0.01% +11 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG 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: 12,623 shares 12,623 $567K 0.01% new Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,995 shares; 2024Q4: 16,395 shares; 2025Q1: 12,295 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares 12,200 $566K 0.01% 0 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: 15,771 shares; 2024Q4: 15,862 shares; 2025Q1: 15,869 shares; 2025Q2: 15,841 shares; 2025Q3: 15,847 shares 15,847 $563K 0.01% +6 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,782 shares; 2024Q4: 15,718 shares; 2025Q1: 15,841 shares; 2025Q2: 16,994 shares; 2025Q3: 15,704 shares 15,704 $560K 0.01% -1,290 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 4,403 shares 4,403 $559K 0.01% new Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,696 shares; 2025Q1: 19,696 shares; 2025Q2: 17,096 shares; 2025Q3: 12,900 shares 12,900 $554K 0.01% -4,196 Timeline VNQI 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: 18,331 shares; 2024Q4: 18,331 shares; 2025Q1: 10,545 shares; 2025Q2: 11,444 shares; 2025Q3: 11,444 shares 11,444 $546K 0.01% 0 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311,358 shares; 2025Q3: 303,358 shares 303,358 $543K 0.01% -8,000 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 12,892 shares; 2025Q1: 12,892 shares; 2025Q2: 12,892 shares; 2025Q3: 12,891 shares 12,891 $539K 0.01% -1 Timeline OKLO OKLO INC More: the full row for OKLO 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: 4,810 shares 4,810 $537K 0.01% new 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: 14,504 shares; 2024Q4: 14,504 shares; 2025Q1: 14,504 shares; 2025Q2: 13,542 shares; 2025Q3: 12,671 shares 12,671 $537K 0.01% -871 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: 6,806 shares; 2025Q2: 10,906 shares; 2025Q3: 9,006 shares 9,006 $535K 0.01% -1,900 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 453 shares 453 $533K 0.01% +100 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,081 shares 4,081 $532K 0.01% +1 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,695 shares; 2024Q4: 13,195 shares; 2025Q1: 11,806 shares; 2025Q2: 11,006 shares; 2025Q3: 10,017 shares 10,017 $532K 0.01% -989 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 21,800 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 15,300 shares 15,300 $531K 0.01% -5,700 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,230 shares; 2025Q2: 8,238 shares; 2025Q3: 8,334 shares 8,334 $528K 0.01% +96 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,207 shares; 2025Q1: 8,407 shares; 2025Q2: 7,100 shares; 2025Q3: 9,110 shares 9,110 $522K 0.01% +2,010 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 7,569 shares; 2025Q3: 6,653 shares 6,653 $521K 0.01% -916 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES 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: 9,800 shares 9,800 $521K 0.01% new Timeline SCHH 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: 17,280 shares; 2024Q4: 19,338 shares; 2025Q1: 25,087 shares; 2025Q2: 23,974 shares; 2025Q3: 23,974 shares 23,974 $517K 0.01% 0 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 63,208 shares; 2025Q3: 13,585 shares 13,585 $515K 0.01% -49,623 Timeline DAN DANA INC More: the full row for DANA 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: 22,900 shares; 2025Q3: 25,600 shares 25,600 $513K 0.01% +2,700 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: 38,385 shares; 2025Q2: 38,385 shares; 2025Q3: 38,385 shares 38,385 $512K 0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,171 shares; 2024Q4: 198,200 shares; 2025Q1: 199,977 shares; 2025Q2: 198,200 shares; 2025Q3: 198,200 shares 198,200 $511K 0.01% 0 Timeline FNDA 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: 18,712 shares; 2025Q2: 16,312 shares; 2025Q3: 16,312 shares 16,312 $508K 0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 17,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 17,400 shares 17,400 $506K 0.01% 0 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 7,055 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 2,604 shares 2,604 $504K 0.01% +1 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,476 shares; 2025Q1: 9,776 shares; 2025Q2: 5,427 shares; 2025Q3: 5,427 shares 5,427 $504K 0.01% 0 Timeline GO GROCERY OUTLET HLDG CORP More: the full row for GROCERY OUTLET HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,116 shares; 2024Q4: 30,989 shares; 2025Q1: 31,277 shares; 2025Q2: 30,989 shares; 2025Q3: 30,989 shares 30,989 $497K 0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY 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: 37,900 shares 37,900 $497K 0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR 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: 4,900 shares 4,900 $496K 0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 43,288 shares; 2025Q1: 23,788 shares; 2025Q2: 27,788 shares; 2025Q3: 27,788 shares 27,788 $495K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 12,000 shares; 2025Q1: 12,472 shares; 2025Q2: 12,744 shares; 2025Q3: 4,553 shares 4,553 $494K 0.01% -8,191 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC 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: not reported; 2025Q3: 13,900 shares 13,900 $492K 0.01% new Timeline