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: 5,921,292 shares; 2024Q4: 5,893,008 shares; 2025Q1: 5,856,519 shares; 2025Q2: 5,974,816 shares; 2025Q3: 6,081,724 shares 6,081,724 $2B 27.71% +106,908 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: 5,958,908 shares; 2024Q4: 5,966,887 shares; 2025Q1: 6,046,783 shares; 2025Q2: 6,366,275 shares; 2025Q3: 6,504,442 shares 6,504,442 $568M 7.89% +138,167 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509,696 shares; 2024Q4: 3,517,157 shares; 2025Q1: 3,593,372 shares; 2025Q2: 3,479,204 shares; 2025Q3: 3,447,157 shares 3,447,157 $502M 6.97% -32,047 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: 4,319,882 shares; 2024Q4: 4,392,697 shares; 2025Q1: 4,437,300 shares; 2025Q2: 4,770,360 shares; 2025Q3: 5,055,936 shares 5,055,936 $303M 4.21% +285,576 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: 4,184,136 shares; 2024Q4: 4,170,307 shares; 2025Q1: 4,165,305 shares; 2025Q2: 4,156,961 shares; 2025Q3: 4,186,255 shares 4,186,255 $276M 3.83% +29,294 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: 375,494 shares; 2024Q4: 372,164 shares; 2025Q1: 371,779 shares; 2025Q2: 368,147 shares; 2025Q3: 365,266 shares 365,266 $244M 3.39% -2,881 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: 2,601,801 shares; 2024Q4: 2,600,416 shares; 2025Q1: 2,591,451 shares; 2025Q2: 2,732,837 shares; 2025Q3: 2,849,679 shares 2,849,679 $154M 2.14% +116,842 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: 221,617 shares; 2024Q4: 221,243 shares; 2025Q1: 225,204 shares; 2025Q2: 228,310 shares; 2025Q3: 228,100 shares 228,100 $152M 2.11% -210 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: 302,340 shares; 2024Q4: 294,401 shares; 2025Q1: 289,122 shares; 2025Q2: 2,299,155 shares; 2025Q3: 2,379,161 shares 2,379,161 $145M 2.02% +80,006 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: 1,155,773 shares; 2024Q4: 1,196,218 shares; 2025Q1: 1,301,799 shares; 2025Q2: 1,378,736 shares; 2025Q3: 1,467,396 shares 1,467,396 $134M 1.86% +88,660 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: 388,526 shares; 2024Q4: 391,380 shares; 2025Q1: 390,305 shares; 2025Q2: 390,493 shares; 2025Q3: 389,936 shares 389,936 $120M 1.67% -557 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,153 shares; 2024Q4: 186,292 shares; 2025Q1: 186,266 shares; 2025Q2: 193,278 shares; 2025Q3: 195,881 shares 195,881 $101M 1.41% +2,603 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: 345,869 shares; 2024Q4: 353,038 shares; 2025Q1: 369,266 shares; 2025Q2: 367,807 shares; 2025Q3: 372,367 shares 372,367 $94.8M 1.32% +4,560 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: 429,384 shares; 2024Q4: 452,644 shares; 2025Q1: 469,741 shares; 2025Q2: 467,323 shares; 2025Q3: 474,391 shares 474,391 $88.5M 1.23% +7,068 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: 1,066,872 shares; 2024Q4: 3,122,833 shares; 2025Q1: 3,085,903 shares; 2025Q2: 3,272,279 shares; 2025Q3: 3,237,353 shares 3,237,353 $83.2M 1.16% -34,926 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,060 shares; 2024Q4: 225,096 shares; 2025Q1: 223,455 shares; 2025Q2: 215,316 shares; 2025Q3: 212,626 shares 212,626 $77.7M 1.08% -2,690 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: 1,064,906 shares; 2024Q4: 1,143,921 shares; 2025Q1: 1,133,905 shares; 2025Q2: 1,168,387 shares; 2025Q3: 1,170,494 shares 1,170,494 $76.4M 1.06% +2,107 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: 1,256,360 shares; 2024Q4: 1,310,823 shares; 2025Q1: 1,427,084 shares; 2025Q2: 1,438,720 shares; 2025Q3: 1,499,316 shares 1,499,316 $71.6M 0.99% +60,596 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: 101,526 shares; 2024Q4: 102,771 shares; 2025Q1: 101,518 shares; 2025Q2: 108,216 shares; 2025Q3: 107,560 shares 107,560 $65.9M 0.91% -656 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,381 shares; 2024Q4: 168,440 shares; 2025Q1: 165,631 shares; 2025Q2: 166,886 shares; 2025Q3: 166,606 shares 166,606 $63.1M 0.88% -280 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: 57,410 shares; 2024Q4: 58,218 shares; 2025Q1: 59,906 shares; 2025Q2: 60,177 shares; 2025Q3: 59,639 shares 59,639 $43.8M 0.61% -538 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: 164,214 shares; 2024Q4: 169,193 shares; 2025Q1: 174,529 shares; 2025Q2: 188,167 shares; 2025Q3: 192,105 shares 192,105 $42.2M 0.59% +3,938 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: 332,004 shares; 2024Q4: 352,689 shares; 2025Q1: 350,447 shares; 2025Q2: 352,984 shares; 2025Q3: 354,645 shares 354,645 $42.1M 0.59% +1,661 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: 198,172 shares; 2024Q4: 198,111 shares; 2025Q1: 197,236 shares; 2025Q2: 201,991 shares; 2025Q3: 192,932 shares 192,932 $41.6M 0.58% -9,059 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,773 shares; 2024Q4: 587,832 shares; 2025Q1: 545,560 shares; 2025Q2: 531,525 shares; 2025Q3: 511,255 shares 511,255 $40.8M 0.57% -20,270 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: 146,326 shares; 2024Q4: 151,140 shares; 2025Q1: 145,165 shares; 2025Q2: 156,879 shares; 2025Q3: 161,857 shares 161,857 $39.3M 0.55% +4,978 Timeline SPDW 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: 965,513 shares; 2024Q4: 940,120 shares; 2025Q1: 871,165 shares; 2025Q2: 885,540 shares; 2025Q3: 886,966 shares 886,966 $38M 0.53% +1,426 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: 385,250 shares; 2024Q4: 385,226 shares; 2025Q1: 395,288 shares; 2025Q2: 398,138 shares; 2025Q3: 398,050 shares 398,050 $37.2M 0.52% -88 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: 75,791 shares; 2024Q4: 82,265 shares; 2025Q1: 89,250 shares; 2025Q2: 98,109 shares; 2025Q3: 97,505 shares 97,505 $32.2M 0.45% -604 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: 86,853 shares; 2024Q4: 90,763 shares; 2025Q1: 92,461 shares; 2025Q2: 96,671 shares; 2025Q3: 97,694 shares 97,694 $30.8M 0.43% +1,023 Timeline SCZ 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: 441,821 shares; 2024Q4: 433,166 shares; 2025Q1: 417,390 shares; 2025Q2: 402,920 shares; 2025Q3: 398,696 shares 398,696 $30.6M 0.42% -4,224 Timeline VPL 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: 346,570 shares; 2024Q4: 346,491 shares; 2025Q1: 335,746 shares; 2025Q2: 331,882 shares; 2025Q3: 324,266 shares 324,266 $28.5M 0.4% -7,616 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: 105,684 shares; 2024Q4: 107,062 shares; 2025Q1: 110,153 shares; 2025Q2: 112,858 shares; 2025Q3: 113,004 shares 113,004 $27.5M 0.38% +146 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: 57,145 shares; 2024Q4: 56,955 shares; 2025Q1: 56,955 shares; 2025Q2: 56,811 shares; 2025Q3: 55,719 shares 55,719 $26.1M 0.36% -1,092 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,030 shares; 2024Q4: 213,969 shares; 2025Q1: 233,761 shares; 2025Q2: 253,481 shares; 2025Q3: 260,010 shares 260,010 $24.4M 0.34% +6,529 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: 736,243 shares; 2024Q4: 715,382 shares; 2025Q1: 708,813 shares; 2025Q2: 709,215 shares; 2025Q3: 706,429 shares 706,429 $23.6M 0.33% -2,786 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: 40,375 shares; 2024Q4: 40,707 shares; 2025Q1: 40,615 shares; 2025Q2: 46,414 shares; 2025Q3: 46,266 shares 46,266 $23.3M 0.32% -148 Timeline SPEM 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: 522,636 shares; 2024Q4: 508,176 shares; 2025Q1: 490,729 shares; 2025Q2: 486,126 shares; 2025Q3: 485,903 shares 485,903 $22.7M 0.32% -223 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: 28,455 shares; 2024Q4: 37,447 shares; 2025Q1: 30,283 shares; 2025Q2: 44,359 shares; 2025Q3: 45,651 shares 45,651 $20.3M 0.28% +1,292 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: 64,114 shares; 2024Q4: 64,990 shares; 2025Q1: 65,088 shares; 2025Q2: 65,661 shares; 2025Q3: 65,357 shares 65,357 $19.2M 0.27% -304 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: 39,370 shares; 2024Q4: 39,181 shares; 2025Q1: 31,260 shares; 2025Q2: 28,865 shares; 2025Q3: 29,734 shares 29,734 $17.9M 0.25% +869 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: 222,163 shares; 2024Q4: 220,099 shares; 2025Q1: 219,793 shares; 2025Q2: 228,079 shares; 2025Q3: 238,197 shares 238,197 $17M 0.24% +10,118 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: 276,468 shares; 2024Q4: 298,364 shares; 2025Q1: 311,752 shares; 2025Q2: 392,826 shares; 2025Q3: 393,529 shares 393,529 $16.6M 0.23% +703 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,190 shares; 2024Q4: 239,846 shares; 2025Q1: 238,865 shares; 2025Q2: 236,674 shares; 2025Q3: 235,472 shares 235,472 $16M 0.22% -1,202 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: 129,668 shares; 2024Q4: 123,448 shares; 2025Q1: 102,291 shares; 2025Q2: 101,614 shares; 2025Q3: 94,749 shares 94,749 $15.9M 0.22% -6,865 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: 33,938 shares; 2024Q4: 33,681 shares; 2025Q1: 32,546 shares; 2025Q2: 41,067 shares; 2025Q3: 41,954 shares 41,954 $14.9M 0.21% +887 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: 16,981 shares; 2024Q4: 17,260 shares; 2025Q1: 17,953 shares; 2025Q2: 17,584 shares; 2025Q3: 18,916 shares 18,916 $14.4M 0.2% +1,332 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: 19,768 shares; 2024Q4: 20,210 shares; 2025Q1: 20,877 shares; 2025Q2: 23,719 shares; 2025Q3: 24,927 shares 24,927 $14.2M 0.2% +1,208 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: 37,096 shares; 2024Q4: 37,323 shares; 2025Q1: 38,036 shares; 2025Q2: 40,275 shares; 2025Q3: 40,435 shares 40,435 $13.8M 0.19% +160 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: 74,175 shares; 2024Q4: 72,815 shares; 2025Q1: 74,501 shares; 2025Q2: 61,360 shares; 2025Q3: 61,214 shares 61,214 $12.8M 0.18% -146 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: 37,119 shares; 2024Q4: 37,010 shares; 2025Q1: 54,966 shares; 2025Q2: 46,768 shares; 2025Q3: 46,536 shares 46,536 $11.8M 0.16% -232 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: 140,414 shares; 2024Q4: 139,891 shares; 2025Q1: 158,942 shares; 2025Q2: 158,942 shares; 2025Q3: 158,542 shares 158,542 $11.5M 0.16% -400 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: 23,947 shares; 2024Q4: 25,743 shares; 2025Q1: 27,800 shares; 2025Q2: 27,756 shares; 2025Q3: 27,507 shares 27,507 $11.1M 0.15% -249 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 77,315 shares; 2025Q1: 77,513 shares; 2025Q2: 78,965 shares; 2025Q3: 79,191 shares 79,191 $11M 0.15% +226 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: 35,151 shares; 2024Q4: 34,792 shares; 2025Q1: 42,769 shares; 2025Q2: 40,676 shares; 2025Q3: 38,692 shares 38,692 $10.8M 0.15% -1,984 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: 56,392 shares; 2024Q4: 57,853 shares; 2025Q1: 59,040 shares; 2025Q2: 51,727 shares; 2025Q3: 54,593 shares 54,593 $10.1M 0.14% +2,866 Timeline EWJ 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: 135,087 shares; 2024Q4: 134,773 shares; 2025Q1: 130,212 shares; 2025Q2: 120,506 shares; 2025Q3: 120,506 shares 120,506 $9.67M 0.13% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 17,868 shares; 2025Q1: 18,432 shares; 2025Q2: 139,340 shares; 2025Q3: 139,654 shares 139,654 $9.44M 0.13% +314 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: 37,590 shares; 2024Q4: 37,613 shares; 2025Q1: 42,336 shares; 2025Q2: 40,969 shares; 2025Q3: 40,633 shares 40,633 $9.41M 0.13% -336 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: 50,755 shares; 2024Q4: 52,849 shares; 2025Q1: 54,253 shares; 2025Q2: 58,250 shares; 2025Q3: 58,833 shares 58,833 $9.35M 0.13% +583 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: 31,923 shares; 2024Q4: 33,416 shares; 2025Q1: 33,757 shares; 2025Q2: 31,934 shares; 2025Q3: 33,121 shares 33,121 $9.31M 0.13% +1,187 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: 9,706 shares; 2024Q4: 9,645 shares; 2025Q1: 9,747 shares; 2025Q2: 10,046 shares; 2025Q3: 9,932 shares 9,932 $9.19M 0.13% -114 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: 6,346 shares; 2024Q4: 6,633 shares; 2025Q1: 7,152 shares; 2025Q2: 6,804 shares; 2025Q3: 6,912 shares 6,912 $8.29M 0.12% +108 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: 78,648 shares; 2024Q4: 80,762 shares; 2025Q1: 87,586 shares; 2025Q2: 82,766 shares; 2025Q3: 79,540 shares 79,540 $8.2M 0.11% -3,226 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: 142,909 shares; 2024Q4: 146,331 shares; 2025Q1: 151,339 shares; 2025Q2: 155,875 shares; 2025Q3: 155,960 shares 155,960 $8.05M 0.11% +85 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: 59,534 shares; 2024Q4: 61,070 shares; 2025Q1: 62,088 shares; 2025Q2: 55,720 shares; 2025Q3: 51,479 shares 51,479 $7.91M 0.11% -4,241 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: 19,627 shares; 2024Q4: 19,091 shares; 2025Q1: 19,020 shares; 2025Q2: 22,051 shares; 2025Q3: 23,128 shares 23,128 $7.68M 0.11% +1,077 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,862 shares; 2024Q4: 28,954 shares; 2025Q1: 31,015 shares; 2025Q2: 41,679 shares; 2025Q3: 40,992 shares 40,992 $7.64M 0.11% -687 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: 33,509 shares; 2024Q4: 33,476 shares; 2025Q1: 33,800 shares; 2025Q2: 32,611 shares; 2025Q3: 31,345 shares 31,345 $7.58M 0.11% -1,266 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: 131,889 shares; 2024Q4: 131,141 shares; 2025Q1: 119,914 shares; 2025Q2: 120,367 shares; 2025Q3: 120,475 shares 120,475 $7.42M 0.1% +108 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: 11,531 shares; 2024Q4: 11,492 shares; 2025Q1: 11,769 shares; 2025Q2: 12,131 shares; 2025Q3: 9,429 shares 9,429 $7.28M 0.1% -2,702 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,362 shares; 2024Q4: 62,165 shares; 2025Q1: 91,325 shares; 2025Q2: 92,524 shares; 2025Q3: 97,382 shares 97,382 $7.24M 0.1% +4,858 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: 8,070 shares; 2024Q4: 8,181 shares; 2025Q1: 8,209 shares; 2025Q2: 8,968 shares; 2025Q3: 9,063 shares 9,063 $7.22M 0.1% +95 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: 37,939 shares; 2024Q4: 43,538 shares; 2025Q1: 50,727 shares; 2025Q2: 53,498 shares; 2025Q3: 52,616 shares 52,616 $7.05M 0.1% -882 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: 47,702 shares; 2025Q1: 52,894 shares; 2025Q2: 52,764 shares; 2025Q3: 52,494 shares 52,494 $7.03M 0.1% -270 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: 125,643 shares; 2024Q4: 125,573 shares; 2025Q1: 122,702 shares; 2025Q2: 123,257 shares; 2025Q3: 122,686 shares 122,686 $6.55M 0.09% -571 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: 56,664 shares; 2024Q4: 61,389 shares; 2025Q1: 66,043 shares; 2025Q2: 58,856 shares; 2025Q3: 57,392 shares 57,392 $6.47M 0.09% -1,464 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: 8,104 shares; 2024Q4: 8,409 shares; 2025Q1: 8,686 shares; 2025Q2: 8,279 shares; 2025Q3: 8,373 shares 8,373 $6.02M 0.08% +94 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: 20,940 shares; 2024Q4: 21,401 shares; 2025Q1: 23,226 shares; 2025Q2: 21,717 shares; 2025Q3: 20,309 shares 20,309 $5.96M 0.08% -1,408 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: 30,686 shares; 2024Q4: 30,561 shares; 2025Q1: 31,627 shares; 2025Q2: 29,731 shares; 2025Q3: 29,138 shares 29,138 $5.93M 0.08% -593 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: 21,398 shares; 2024Q4: 21,772 shares; 2025Q1: 21,021 shares; 2025Q2: 20,741 shares; 2025Q3: 19,484 shares 19,484 $5.86M 0.08% -1,257 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: 19,036 shares; 2024Q4: 20,127 shares; 2025Q1: 20,602 shares; 2025Q2: 20,622 shares; 2025Q3: 20,709 shares 20,709 $5.84M 0.08% +87 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: 11,848 shares; 2025Q1: 13,003 shares; 2025Q2: 11,858 shares; 2025Q3: 12,068 shares 12,068 $5.75M 0.08% +210 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: 72,908 shares; 2024Q4: 74,247 shares; 2025Q1: 75,801 shares; 2025Q2: 82,496 shares; 2025Q3: 83,375 shares 83,375 $5.7M 0.08% +879 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 17,102 shares; 2025Q1: 17,550 shares; 2025Q2: 16,249 shares; 2025Q3: 16,169 shares 16,169 $5.58M 0.08% -80 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: 17,057 shares; 2024Q4: 17,208 shares; 2025Q1: 18,216 shares; 2025Q2: 18,883 shares; 2025Q3: 18,300 shares 18,300 $5.56M 0.08% -583 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: 33,604 shares; 2024Q4: 30,861 shares; 2025Q1: 29,173 shares; 2025Q2: 32,377 shares; 2025Q3: 34,059 shares 34,059 $5.51M 0.08% +1,682 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: 19,008 shares; 2024Q4: 19,760 shares; 2025Q1: 20,611 shares; 2025Q2: 23,394 shares; 2025Q3: 22,908 shares 22,908 $5.43M 0.08% -486 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: 31,604 shares; 2024Q4: 33,901 shares; 2025Q1: 36,398 shares; 2025Q2: 34,614 shares; 2025Q3: 34,774 shares 34,774 $5.4M 0.07% +160 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 68,141 shares; 2025Q1: 66,081 shares; 2025Q2: 66,312 shares; 2025Q3: 66,016 shares 66,016 $5.36M 0.07% -296 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: 36,673 shares; 2024Q4: 37,838 shares; 2025Q1: 37,838 shares; 2025Q2: 37,838 shares; 2025Q3: 37,838 shares 37,838 $5.23M 0.07% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,082 shares; 2025Q1: 76,268 shares; 2025Q2: 76,022 shares; 2025Q3: 71,476 shares 71,476 $5.22M 0.07% -4,546 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,843 shares; 2024Q4: 28,796 shares; 2025Q1: 22,519 shares; 2025Q2: 66,225 shares; 2025Q3: 66,452 shares 66,452 $5.18M 0.07% +227 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: 29,296 shares; 2024Q4: 30,210 shares; 2025Q1: 33,101 shares; 2025Q2: 33,343 shares; 2025Q3: 34,511 shares 34,511 $4.99M 0.07% +1,168 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: 79,395 shares; 2024Q4: 79,395 shares; 2025Q1: 79,395 shares; 2025Q2: 76,071 shares; 2025Q3: 76,071 shares 76,071 $4.95M 0.07% 0 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: 22,837 shares; 2024Q4: 23,593 shares; 2025Q1: 23,902 shares; 2025Q2: 24,265 shares; 2025Q3: 23,262 shares 23,262 $4.9M 0.07% -1,003 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: 28,139 shares; 2024Q4: 28,296 shares; 2025Q1: 28,077 shares; 2025Q2: 29,008 shares; 2025Q3: 28,977 shares 28,977 $4.85M 0.07% -31 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 15,745 shares; 2025Q1: 253,443 shares; 2025Q2: 233,643 shares; 2025Q3: 233,643 shares 233,643 $4.75M 0.07% 0 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: 3,425 shares; 2024Q4: 3,690 shares; 2025Q1: 4,137 shares; 2025Q2: 4,588 shares; 2025Q3: 4,726 shares 4,726 $4.58M 0.06% +138 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: 17,095 shares; 2024Q4: 17,878 shares; 2025Q1: 21,305 shares; 2025Q2: 24,593 shares; 2025Q3: 24,997 shares 24,997 $4.56M 0.06% +404 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: 25,662 shares; 2024Q4: 26,822 shares; 2025Q1: 26,294 shares; 2025Q2: 29,278 shares; 2025Q3: 27,242 shares 27,242 $4.53M 0.06% -2,036 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,953 shares; 2024Q4: 28,754 shares; 2025Q1: 26,831 shares; 2025Q2: 32,102 shares; 2025Q3: 36,357 shares 36,357 $4.5M 0.06% +4,255 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: 20,298 shares; 2024Q4: 20,256 shares; 2025Q1: 20,256 shares; 2025Q2: 15,658 shares; 2025Q3: 15,658 shares 15,658 $4.41M 0.06% 0 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: 56,478 shares; 2024Q4: 52,647 shares; 2025Q1: 45,537 shares; 2025Q2: 42,102 shares; 2025Q3: 43,173 shares 43,173 $4.17M 0.06% +1,071 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: 80,504 shares; 2024Q4: 81,972 shares; 2025Q1: 83,325 shares; 2025Q2: 83,840 shares; 2025Q3: 62,492 shares 62,492 $4.14M 0.06% -21,348 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: 6,291 shares; 2024Q4: 6,631 shares; 2025Q1: 6,839 shares; 2025Q2: 6,816 shares; 2025Q3: 6,816 shares 6,816 $4.06M 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 9,256 shares; 2025Q1: 8,927 shares; 2025Q2: 9,757 shares; 2025Q3: 10,739 shares 10,739 $4.02M 0.06% +982 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: 3,710 shares; 2025Q1: 3,292 shares; 2025Q2: 3,372 shares; 2025Q3: 3,428 shares 3,428 $4M 0.06% +56 Timeline DFAX 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: 126,663 shares; 2024Q4: 126,663 shares; 2025Q1: 126,663 shares; 2025Q2: 126,663 shares; 2025Q3: 126,663 shares 126,663 $3.97M 0.06% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,670 shares; 2024Q4: 54,670 shares; 2025Q1: 54,670 shares; 2025Q2: 54,670 shares; 2025Q3: 54,670 shares 54,670 $3.96M 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,392 shares; 2024Q4: 22,703 shares; 2025Q1: 22,612 shares; 2025Q2: 21,645 shares; 2025Q3: 21,385 shares 21,385 $3.93M 0.05% -260 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: 16,556 shares; 2024Q4: 17,055 shares; 2025Q1: 18,880 shares; 2025Q2: 18,661 shares; 2025Q3: 15,804 shares 15,804 $3.9M 0.05% -2,857 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,707 shares; 2024Q4: 31,707 shares; 2025Q1: 31,707 shares; 2025Q2: 31,707 shares; 2025Q3: 31,707 shares 31,707 $3.82M 0.05% 0 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: 66,176 shares; 2024Q4: 63,509 shares; 2025Q1: 60,496 shares; 2025Q2: 48,716 shares; 2025Q3: 45,296 shares 45,296 $3.8M 0.05% -3,420 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: 25,739 shares; 2024Q4: 25,772 shares; 2025Q1: 28,906 shares; 2025Q2: 28,618 shares; 2025Q3: 28,472 shares 28,472 $3.8M 0.05% -146 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.77M 0.05% 0 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: 6,709 shares; 2024Q4: 6,664 shares; 2025Q1: 7,224 shares; 2025Q2: 7,829 shares; 2025Q3: 7,745 shares 7,745 $3.68M 0.05% -84 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: 39,667 shares; 2024Q4: 41,289 shares; 2025Q1: 43,680 shares; 2025Q2: 42,845 shares; 2025Q3: 43,723 shares 43,723 $3.66M 0.05% +878 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: 8,361 shares; 2024Q4: 8,486 shares; 2025Q1: 8,291 shares; 2025Q2: 7,525 shares; 2025Q3: 7,651 shares 7,651 $3.65M 0.05% +126 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: 8,260 shares; 2024Q4: 7,456 shares; 2025Q1: 7,309 shares; 2025Q2: 6,690 shares; 2025Q3: 7,526 shares 7,526 $3.65M 0.05% +836 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: 9,437 shares; 2024Q4: 9,407 shares; 2025Q1: 9,241 shares; 2025Q2: 9,058 shares; 2025Q3: 9,058 shares 9,058 $3.65M 0.05% 0 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: 6,730 shares; 2024Q4: 6,710 shares; 2025Q1: 7,662 shares; 2025Q2: 7,350 shares; 2025Q3: 7,469 shares 7,469 $3.64M 0.05% +119 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: 30,309 shares; 2024Q4: 30,309 shares; 2025Q1: 30,309 shares; 2025Q2: 30,309 shares; 2025Q3: 30,309 shares 30,309 $3.59M 0.05% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436,997 shares; 2025Q3: 436,483 shares 436,483 $3.57M 0.05% -514 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: 3,805 shares; 2024Q4: 3,682 shares; 2025Q1: 4,436 shares; 2025Q2: 5,210 shares; 2025Q3: 5,191 shares 5,191 $3.54M 0.05% -19 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 12,052 shares; 2025Q1: 12,054 shares; 2025Q2: 11,904 shares; 2025Q3: 11,904 shares 11,904 $3.5M 0.05% 0 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: 29,565 shares; 2024Q4: 28,566 shares; 2025Q1: 27,477 shares; 2025Q2: 23,351 shares; 2025Q3: 24,237 shares 24,237 $3.4M 0.05% +886 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: 10,303 shares; 2024Q4: 12,648 shares; 2025Q1: 12,805 shares; 2025Q2: 12,626 shares; 2025Q3: 12,153 shares 12,153 $3.39M 0.05% -473 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: 18,410 shares; 2024Q4: 19,234 shares; 2025Q1: 25,625 shares; 2025Q2: 26,751 shares; 2025Q3: 26,119 shares 26,119 $3.35M 0.05% -632 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: 15,561 shares; 2024Q4: 14,459 shares; 2025Q1: 14,351 shares; 2025Q2: 16,390 shares; 2025Q3: 16,216 shares 16,216 $3.32M 0.05% -174 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: 63,297 shares; 2024Q4: 63,505 shares; 2025Q1: 73,551 shares; 2025Q2: 70,056 shares; 2025Q3: 73,989 shares 73,989 $3.25M 0.05% +3,933 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 17,068 shares; 2025Q1: 18,538 shares; 2025Q2: 20,148 shares; 2025Q3: 19,960 shares 19,960 $3.24M 0.04% -188 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: 2,871 shares; 2024Q4: 3,053 shares; 2025Q1: 3,296 shares; 2025Q2: 3,583 shares; 2025Q3: 3,509 shares 3,509 $3.23M 0.04% -74 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 8,880 shares; 2025Q1: 8,943 shares; 2025Q2: 10,198 shares; 2025Q3: 10,294 shares 10,294 $3.22M 0.04% +96 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: 29,388 shares; 2024Q4: 31,636 shares; 2025Q1: 33,261 shares; 2025Q2: 33,436 shares; 2025Q3: 32,627 shares 32,627 $3.19M 0.04% -809 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 6,387 shares; 2025Q1: 6,388 shares; 2025Q2: 6,388 shares; 2025Q3: 6,593 shares 6,593 $3.16M 0.04% +205 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: 16,940 shares; 2024Q4: 16,933 shares; 2025Q1: 16,692 shares; 2025Q2: 14,640 shares; 2025Q3: 14,620 shares 14,620 $3.14M 0.04% -20 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: 17,769 shares; 2024Q4: 16,474 shares; 2025Q1: 16,117 shares; 2025Q2: 16,051 shares; 2025Q3: 15,815 shares 15,815 $3.14M 0.04% -236 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,013 shares; 2024Q4: 12,865 shares; 2025Q1: 13,212 shares; 2025Q2: 12,233 shares; 2025Q3: 12,480 shares 12,480 $3.07M 0.04% +247 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: 11,053 shares; 2024Q4: 11,039 shares; 2025Q1: 11,143 shares; 2025Q2: 11,749 shares; 2025Q3: 12,125 shares 12,125 $3.05M 0.04% +376 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: 13,968 shares; 2024Q4: 16,375 shares; 2025Q1: 17,070 shares; 2025Q2: 16,208 shares; 2025Q3: 12,686 shares 12,686 $3M 0.04% -3,522 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: 24,394 shares; 2024Q4: 26,645 shares; 2025Q1: 26,928 shares; 2025Q2: 26,263 shares; 2025Q3: 25,818 shares 25,818 $2.96M 0.04% -445 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: 11,185 shares; 2024Q4: 11,114 shares; 2025Q1: 11,279 shares; 2025Q2: 12,041 shares; 2025Q3: 11,945 shares 11,945 $2.95M 0.04% -96 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,217 shares; 2024Q4: 18,264 shares; 2025Q1: 18,417 shares; 2025Q2: 18,766 shares; 2025Q3: 18,841 shares 18,841 $2.92M 0.04% +75 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: 11,718 shares; 2024Q4: 19,149 shares; 2025Q1: 17,784 shares; 2025Q2: 17,550 shares; 2025Q3: 17,103 shares 17,103 $2.92M 0.04% -447 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: 19,080 shares; 2024Q4: 20,350 shares; 2025Q1: 24,814 shares; 2025Q2: 28,209 shares; 2025Q3: 29,705 shares 29,705 $2.91M 0.04% +1,496 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: 44,092 shares; 2024Q4: 45,184 shares; 2025Q1: 44,242 shares; 2025Q2: 45,396 shares; 2025Q3: 38,325 shares 38,325 $2.89M 0.04% -7,071 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: 26,758 shares; 2024Q4: 26,801 shares; 2025Q1: 26,668 shares; 2025Q2: 26,076 shares; 2025Q3: 26,076 shares 26,076 $2.88M 0.04% 0 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: 13,113 shares; 2024Q4: 13,892 shares; 2025Q1: 14,651 shares; 2025Q2: 17,221 shares; 2025Q3: 15,988 shares 15,988 $2.86M 0.04% -1,233 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: 6,087 shares; 2024Q4: 13,355 shares; 2025Q1: 13,535 shares; 2025Q2: 13,328 shares; 2025Q3: 13,990 shares 13,990 $2.85M 0.04% +662 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: 23,224 shares; 2024Q4: 23,342 shares; 2025Q1: 23,342 shares; 2025Q2: 22,555 shares; 2025Q3: 23,555 shares 23,555 $2.84M 0.04% +1,000 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: 635 shares; 2024Q4: 640 shares; 2025Q1: 644 shares; 2025Q2: 624 shares; 2025Q3: 657 shares 657 $2.82M 0.04% +33 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,556 shares; 2024Q4: 89,130 shares; 2025Q1: 98,072 shares; 2025Q2: 98,885 shares; 2025Q3: 97,888 shares 97,888 $2.76M 0.04% -997 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: 7,726 shares; 2024Q4: 6,583 shares; 2025Q1: 7,966 shares; 2025Q2: 9,429 shares; 2025Q3: 9,528 shares 9,528 $2.75M 0.04% +99 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: 23,282 shares; 2024Q4: 23,409 shares; 2025Q1: 24,500 shares; 2025Q2: 24,055 shares; 2025Q3: 24,548 shares 24,548 $2.74M 0.04% +493 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: 386 shares; 2024Q4: 403 shares; 2025Q1: 486 shares; 2025Q2: 488 shares; 2025Q3: 507 shares 507 $2.74M 0.04% +19 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: 13,895 shares; 2024Q4: 14,097 shares; 2025Q1: 14,049 shares; 2025Q2: 11,602 shares; 2025Q3: 9,623 shares 9,623 $2.72M 0.04% -1,979 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,835 shares; 2025Q2: 312,835 shares; 2025Q3: 166,536 shares 166,536 $2.7M 0.04% -146,299 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: 32,291 shares; 2024Q4: 30,522 shares; 2025Q1: 34,695 shares; 2025Q2: 34,261 shares; 2025Q3: 35,006 shares 35,006 $2.69M 0.04% +745 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: 4,938 shares; 2024Q4: 5,090 shares; 2025Q1: 5,129 shares; 2025Q2: 4,694 shares; 2025Q3: 4,336 shares 4,336 $2.67M 0.04% -358 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,643 shares; 2025Q1: 1,691 shares; 2025Q2: 25,558 shares; 2025Q3: 24,042 shares 24,042 $2.59M 0.04% -1,516 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: 16,847 shares; 2024Q4: 16,682 shares; 2025Q1: 18,483 shares; 2025Q2: 18,107 shares; 2025Q3: 18,293 shares 18,293 $2.55M 0.04% +186 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: 19,880 shares; 2024Q4: 21,836 shares; 2025Q1: 23,371 shares; 2025Q2: 21,631 shares; 2025Q3: 22,672 shares 22,672 $2.52M 0.03% +1,041 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: 38,982 shares; 2024Q4: 40,251 shares; 2025Q1: 39,777 shares; 2025Q2: 40,751 shares; 2025Q3: 46,477 shares 46,477 $2.51M 0.03% +5,726 Timeline RWX 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: 44,584 shares; 2024Q4: 34,508 shares; 2025Q1: 46,347 shares; 2025Q2: 90,659 shares; 2025Q3: 90,334 shares 90,334 $2.51M 0.03% -325 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: 8,518 shares; 2024Q4: 9,022 shares; 2025Q1: 17,088 shares; 2025Q2: 15,861 shares; 2025Q3: 17,031 shares 17,031 $2.51M 0.03% +1,170 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: 21,839 shares; 2024Q4: 23,055 shares; 2025Q1: 22,155 shares; 2025Q2: 22,343 shares; 2025Q3: 26,301 shares 26,301 $2.51M 0.03% +3,958 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,668 shares; 2024Q4: 18,621 shares; 2025Q1: 20,042 shares; 2025Q2: 12,841 shares; 2025Q3: 12,777 shares 12,777 $2.46M 0.03% -64 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 14,325 shares; 2025Q1: 74,605 shares; 2025Q2: 74,605 shares; 2025Q3: 76,375 shares 76,375 $2.41M 0.03% +1,770 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: 5,252 shares; 2024Q4: 6,110 shares; 2025Q1: 6,975 shares; 2025Q2: 5,374 shares; 2025Q3: 5,210 shares 5,210 $2.38M 0.03% -164 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: 7,913 shares; 2024Q4: 7,041 shares; 2025Q1: 8,082 shares; 2025Q2: 7,642 shares; 2025Q3: 6,674 shares 6,674 $2.35M 0.03% -968 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: 26,041 shares; 2024Q4: 26,593 shares; 2025Q1: 27,005 shares; 2025Q2: 28,846 shares; 2025Q3: 28,664 shares 28,664 $2.35M 0.03% -182 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,619 shares; 2024Q4: 14,345 shares; 2025Q1: 11,195 shares; 2025Q2: 10,430 shares; 2025Q3: 9,967 shares 9,967 $2.35M 0.03% -463 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,623 shares; 2024Q4: 29,623 shares; 2025Q1: 29,623 shares; 2025Q2: 29,623 shares; 2025Q3: 29,820 shares 29,820 $2.34M 0.03% +197 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: 10,189 shares; 2024Q4: 10,262 shares; 2025Q1: 10,337 shares; 2025Q2: 10,689 shares; 2025Q3: 10,595 shares 10,595 $2.34M 0.03% -94 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: 108,861 shares; 2024Q4: 104,488 shares; 2025Q1: 92,770 shares; 2025Q2: 93,228 shares; 2025Q3: 89,899 shares 89,899 $2.29M 0.03% -3,329 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: 3,935 shares; 2024Q4: 4,116 shares; 2025Q1: 5,067 shares; 2025Q2: 10,773 shares; 2025Q3: 10,754 shares 10,754 $2.29M 0.03% -19 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: 16,386 shares; 2024Q4: 16,161 shares; 2025Q1: 16,161 shares; 2025Q2: 16,170 shares; 2025Q3: 16,170 shares 16,170 $2.26M 0.03% 0 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: 13,337 shares; 2024Q4: 73,286 shares; 2025Q1: 86,779 shares; 2025Q2: 83,079 shares; 2025Q3: 78,033 shares 78,033 $2.25M 0.03% -5,046 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: 5,183 shares; 2024Q4: 4,388 shares; 2025Q1: 4,450 shares; 2025Q2: 14,661 shares; 2025Q3: 15,077 shares 15,077 $2.24M 0.03% +416 Timeline GWX 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: 55,535 shares; 2024Q4: 55,535 shares; 2025Q1: 55,535 shares; 2025Q2: 55,535 shares; 2025Q3: 55,535 shares 55,535 $2.23M 0.03% 0 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,797 shares; 2024Q4: 29,108 shares; 2025Q1: 33,199 shares; 2025Q2: 40,994 shares; 2025Q3: 38,402 shares 38,402 $2.16M 0.03% -2,592 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,124 shares; 2024Q4: 43,124 shares; 2025Q1: 43,124 shares; 2025Q2: 47,244 shares; 2025Q3: 47,244 shares 47,244 $2.14M 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,692 shares; 2025Q1: 1,802 shares; 2025Q2: 1,950 shares; 2025Q3: 1,961 shares 1,961 $2.12M 0.03% +11 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: 6,403 shares; 2024Q4: 7,216 shares; 2025Q1: 7,627 shares; 2025Q2: 8,197 shares; 2025Q3: 7,823 shares 7,823 $2.09M 0.03% -374 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 18,124 shares; 2025Q1: 18,595 shares; 2025Q2: 17,576 shares; 2025Q3: 17,425 shares 17,425 $2.09M 0.03% -151 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: 7,041 shares; 2024Q4: 8,368 shares; 2025Q1: 8,350 shares; 2025Q2: 6,507 shares; 2025Q3: 5,638 shares 5,638 $2.08M 0.03% -869 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: 11,016 shares; 2025Q1: 14,611 shares; 2025Q2: 13,390 shares; 2025Q3: 14,265 shares 14,265 $2.08M 0.03% +875 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: 20,960 shares; 2024Q4: 19,779 shares; 2025Q1: 19,471 shares; 2025Q2: 18,804 shares; 2025Q3: 18,981 shares 18,981 $2.07M 0.03% +177 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,687 shares; 2024Q4: 29,521 shares; 2025Q1: 27,792 shares; 2025Q2: 26,593 shares; 2025Q3: 26,395 shares 26,395 $2.06M 0.03% -198 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: 7,492 shares; 2024Q4: 7,498 shares; 2025Q1: 8,049 shares; 2025Q2: 8,361 shares; 2025Q3: 8,610 shares 8,610 $2.06M 0.03% +249 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 4,015 shares; 2025Q1: 4,413 shares; 2025Q2: 4,961 shares; 2025Q3: 4,594 shares 4,594 $2.05M 0.03% -367 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: 14,545 shares; 2024Q4: 14,942 shares; 2025Q1: 15,425 shares; 2025Q2: 15,305 shares; 2025Q3: 15,428 shares 15,428 $2.02M 0.03% +123 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: 2,648 shares; 2024Q4: 2,952 shares; 2025Q1: 3,034 shares; 2025Q2: 4,458 shares; 2025Q3: 4,753 shares 4,753 $2.01M 0.03% +295 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,170 shares; 2025Q1: 5,579 shares; 2025Q2: 7,720 shares; 2025Q3: 7,658 shares 7,658 $1.99M 0.03% -62 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: 5,471 shares; 2024Q4: 5,590 shares; 2025Q1: 5,837 shares; 2025Q2: 5,428 shares; 2025Q3: 5,090 shares 5,090 $1.99M 0.03% -338 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,627 shares; 2024Q4: 23,312 shares; 2025Q1: 21,072 shares; 2025Q2: 24,447 shares; 2025Q3: 23,934 shares 23,934 $1.98M 0.03% -513 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,381 shares; 2024Q4: 12,113 shares; 2025Q1: 10,283 shares; 2025Q2: 7,596 shares; 2025Q3: 7,542 shares 7,542 $1.97M 0.03% -54 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 13,560 shares; 2025Q1: 13,560 shares; 2025Q2: 13,560 shares; 2025Q3: 13,720 shares 13,720 $1.94M 0.03% +160 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 10,746 shares; 2025Q1: 10,991 shares; 2025Q2: 10,991 shares; 2025Q3: 10,991 shares 10,991 $1.92M 0.03% 0 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: 8,456 shares; 2024Q4: 8,353 shares; 2025Q1: 8,629 shares; 2025Q2: 6,951 shares; 2025Q3: 6,732 shares 6,732 $1.9M 0.03% -219 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: 5,595 shares; 2024Q4: 5,924 shares; 2025Q1: 8,928 shares; 2025Q2: 9,739 shares; 2025Q3: 10,663 shares 10,663 $1.9M 0.03% +924 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 9,781 shares; 2025Q1: 9,539 shares; 2025Q2: 9,855 shares; 2025Q3: 9,380 shares 9,380 $1.89M 0.03% -475 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,448 shares; 2024Q4: 37,138 shares; 2025Q1: 22,011 shares; 2025Q2: 82,344 shares; 2025Q3: 81,071 shares 81,071 $1.86M 0.03% -1,273 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: 26,650 shares; 2024Q4: 29,974 shares; 2025Q1: 28,288 shares; 2025Q2: 29,552 shares; 2025Q3: 29,257 shares 29,257 $1.85M 0.03% -295 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 8,068 shares; 2025Q1: 8,296 shares; 2025Q2: 8,306 shares; 2025Q3: 7,360 shares 7,360 $1.85M 0.03% -946 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,452 shares; 2024Q4: 104,715 shares; 2025Q1: 75,108 shares; 2025Q2: 145,218 shares; 2025Q3: 132,162 shares 132,162 $1.85M 0.03% -13,056 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,532 shares; 2025Q1: 11,815 shares; 2025Q2: 17,246 shares; 2025Q3: 17,311 shares 17,311 $1.84M 0.03% +65 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: 4,147 shares; 2024Q4: 4,216 shares; 2025Q1: 4,490 shares; 2025Q2: 5,770 shares; 2025Q3: 6,707 shares 6,707 $1.84M 0.03% +937 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,687 shares; 2025Q1: 7,897 shares; 2025Q2: 8,101 shares; 2025Q3: 7,999 shares 7,999 $1.84M 0.03% -102 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 5,031 shares; 2025Q1: 6,368 shares; 2025Q2: 5,230 shares; 2025Q3: 5,301 shares 5,301 $1.84M 0.03% +71 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: 22,460 shares; 2024Q4: 23,232 shares; 2025Q1: 25,635 shares; 2025Q2: 17,793 shares; 2025Q3: 17,744 shares 17,744 $1.8M 0.03% -49 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: 2,351 shares; 2024Q4: 2,918 shares; 2025Q1: 3,210 shares; 2025Q2: 4,207 shares; 2025Q3: 5,123 shares 5,123 $1.8M 0.02% +916 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 14,968 shares; 2025Q1: 8,492 shares; 2025Q2: 8,565 shares; 2025Q3: 8,798 shares 8,798 $1.79M 0.02% +233 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,170 shares; 2024Q4: 46,170 shares; 2025Q1: 46,170 shares; 2025Q2: 46,170 shares; 2025Q3: 46,170 shares 46,170 $1.78M 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: 43,417 shares; 2024Q4: 43,711 shares; 2025Q1: 48,545 shares; 2025Q2: 67,504 shares; 2025Q3: 68,046 shares 68,046 $1.77M 0.02% +542 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: 43,112 shares; 2024Q4: 43,118 shares; 2025Q1: 53,086 shares; 2025Q2: 52,992 shares; 2025Q3: 49,371 shares 49,371 $1.75M 0.02% -3,621 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: 5,416 shares; 2024Q4: 5,783 shares; 2025Q1: 5,828 shares; 2025Q2: 6,447 shares; 2025Q3: 6,465 shares 6,465 $1.75M 0.02% +18 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: 15,006 shares; 2024Q4: 13,561 shares; 2025Q1: 13,561 shares; 2025Q2: 12,797 shares; 2025Q3: 12,247 shares 12,247 $1.75M 0.02% -550 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,753 shares; 2025Q1: 4,945 shares; 2025Q2: 5,408 shares; 2025Q3: 5,384 shares 5,384 $1.74M 0.02% -24 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: 37,372 shares; 2024Q4: 32,504 shares; 2025Q1: 55,835 shares; 2025Q2: 48,394 shares; 2025Q3: 51,898 shares 51,898 $1.74M 0.02% +3,504 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: 11,794 shares; 2024Q4: 12,151 shares; 2025Q1: 12,283 shares; 2025Q2: 11,577 shares; 2025Q3: 11,853 shares 11,853 $1.73M 0.02% +276 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,192 shares; 2025Q1: 10,203 shares; 2025Q2: 11,577 shares; 2025Q3: 12,102 shares 12,102 $1.72M 0.02% +525 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 7,679 shares; 2025Q1: 8,552 shares; 2025Q2: 7,742 shares; 2025Q3: 8,503 shares 8,503 $1.71M 0.02% +761 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,406 shares; 2024Q4: 42,383 shares; 2025Q1: 37,851 shares; 2025Q2: 41,561 shares; 2025Q3: 39,068 shares 39,068 $1.7M 0.02% -2,493 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: 6,533 shares; 2024Q4: 6,595 shares; 2025Q1: 5,029 shares; 2025Q2: 5,185 shares; 2025Q3: 5,351 shares 5,351 $1.7M 0.02% +166 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 23,557 shares; 2025Q1: 26,408 shares; 2025Q2: 26,488 shares; 2025Q3: 23,948 shares 23,948 $1.7M 0.02% -2,540 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: 7,892 shares; 2024Q4: 9,511 shares; 2025Q1: 10,554 shares; 2025Q2: 9,748 shares; 2025Q3: 8,854 shares 8,854 $1.69M 0.02% -894 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: 11,355 shares; 2024Q4: 12,539 shares; 2025Q1: 14,076 shares; 2025Q2: 14,579 shares; 2025Q3: 14,943 shares 14,943 $1.68M 0.02% +364 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: 5,732 shares; 2024Q4: 5,923 shares; 2025Q1: 6,253 shares; 2025Q2: 6,176 shares; 2025Q3: 6,159 shares 6,159 $1.68M 0.02% -17 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,045 shares; 2024Q4: 40,553 shares; 2025Q1: 40,786 shares; 2025Q2: 38,232 shares; 2025Q3: 36,455 shares 36,455 $1.64M 0.02% -1,777 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 13,475 shares; 2025Q1: 12,806 shares; 2025Q2: 17,247 shares; 2025Q3: 18,545 shares 18,545 $1.64M 0.02% +1,298 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: 33,567 shares; 2024Q4: 37,309 shares; 2025Q1: 36,444 shares; 2025Q2: 37,407 shares; 2025Q3: 39,973 shares 39,973 $1.64M 0.02% +2,566 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,599 shares; 2024Q4: 120,819 shares; 2025Q1: 139,219 shares; 2025Q2: 160,396 shares; 2025Q3: 155,351 shares 155,351 $1.63M 0.02% -5,045 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: 1,765 shares; 2024Q4: 1,769 shares; 2025Q1: 1,625 shares; 2025Q2: 1,864 shares; 2025Q3: 1,708 shares 1,708 $1.63M 0.02% -156 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: 11,469 shares; 2024Q4: 13,209 shares; 2025Q1: 11,891 shares; 2025Q2: 11,864 shares; 2025Q3: 11,493 shares 11,493 $1.62M 0.02% -371 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: 5,276 shares; 2024Q4: 5,297 shares; 2025Q1: 5,446 shares; 2025Q2: 5,368 shares; 2025Q3: 5,378 shares 5,378 $1.62M 0.02% +10 Timeline DFIV 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: 15,313 shares; 2024Q4: 15,313 shares; 2025Q1: 14,023 shares; 2025Q2: 34,870 shares; 2025Q3: 34,870 shares 34,870 $1.61M 0.02% 0 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: 26,735 shares; 2024Q4: 28,589 shares; 2025Q1: 28,828 shares; 2025Q2: 35,629 shares; 2025Q3: 28,799 shares 28,799 $1.6M 0.02% -6,830 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: 19,310 shares; 2024Q4: 19,027 shares; 2025Q1: 19,864 shares; 2025Q2: 13,800 shares; 2025Q3: 12,791 shares 12,791 $1.59M 0.02% -1,009 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,313 shares; 2024Q4: 3,463 shares; 2025Q1: 3,398 shares; 2025Q2: 4,578 shares; 2025Q3: 4,709 shares 4,709 $1.59M 0.02% +131 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: 17,324 shares; 2024Q4: 17,269 shares; 2025Q1: 19,462 shares; 2025Q2: 18,755 shares; 2025Q3: 18,649 shares 18,649 $1.58M 0.02% -106 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,069 shares; 2025Q1: 4,063 shares; 2025Q2: 3,664 shares; 2025Q3: 3,693 shares 3,693 $1.57M 0.02% +29 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,517 shares; 2024Q4: 82,824 shares; 2025Q1: 79,879 shares; 2025Q2: 95,334 shares; 2025Q3: 96,663 shares 96,663 $1.57M 0.02% +1,329 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,142 shares; 2024Q4: 15,140 shares; 2025Q1: 15,507 shares; 2025Q2: 15,681 shares; 2025Q3: 15,681 shares 15,681 $1.57M 0.02% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,378 shares; 2025Q1: 4,049 shares; 2025Q2: 7,272 shares; 2025Q3: 7,305 shares 7,305 $1.57M 0.02% +33 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: 9,579 shares; 2024Q4: 10,758 shares; 2025Q1: 14,207 shares; 2025Q2: 18,149 shares; 2025Q3: 18,779 shares 18,779 $1.55M 0.02% +630 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,087 shares; 2025Q1: 1,303 shares; 2025Q2: 1,565 shares; 2025Q3: 1,609 shares 1,609 $1.54M 0.02% +44 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 21,416 shares; 2025Q1: 19,515 shares; 2025Q2: 20,327 shares; 2025Q3: 23,220 shares 23,220 $1.53M 0.02% +2,893 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: 7,184 shares; 2024Q4: 7,184 shares; 2025Q1: 7,308 shares; 2025Q2: 7,206 shares; 2025Q3: 7,206 shares 7,206 $1.5M 0.02% 0 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: 23,638 shares; 2024Q4: 24,207 shares; 2025Q1: 21,490 shares; 2025Q2: 21,729 shares; 2025Q3: 21,553 shares 21,553 $1.5M 0.02% -176 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,949 shares; 2025Q1: 2,951 shares; 2025Q2: 2,952 shares; 2025Q3: 3,285 shares 3,285 $1.5M 0.02% +333 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 12,077 shares; 2025Q1: 14,544 shares; 2025Q2: 17,088 shares; 2025Q3: 17,746 shares 17,746 $1.5M 0.02% +658 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 11,310 shares; 2025Q1: 11,799 shares; 2025Q2: 12,089 shares; 2025Q3: 11,802 shares 11,802 $1.5M 0.02% -287 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,386 shares; 2024Q4: 26,804 shares; 2025Q1: 29,028 shares; 2025Q2: 31,482 shares; 2025Q3: 32,545 shares 32,545 $1.49M 0.02% +1,063 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: 8,790 shares; 2024Q4: 9,195 shares; 2025Q1: 9,853 shares; 2025Q2: 10,282 shares; 2025Q3: 12,013 shares 12,013 $1.49M 0.02% +1,731 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares 10,700 $1.47M 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 5,788 shares; 2025Q1: 6,377 shares; 2025Q2: 6,365 shares; 2025Q3: 6,783 shares 6,783 $1.46M 0.02% +418 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: 2,625 shares; 2025Q2: 16,316 shares; 2025Q3: 15,884 shares 15,884 $1.46M 0.02% -432 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 16,287 shares; 2025Q1: 16,947 shares; 2025Q2: 13,846 shares; 2025Q3: 15,273 shares 15,273 $1.45M 0.02% +1,427 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 7,098 shares; 2025Q1: 9,349 shares; 2025Q2: 9,312 shares; 2025Q3: 9,349 shares 9,349 $1.42M 0.02% +37 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: 26,720 shares; 2024Q4: 26,720 shares; 2025Q1: 26,720 shares; 2025Q2: 26,720 shares; 2025Q3: 26,720 shares 26,720 $1.42M 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,684 shares; 2024Q4: 15,087 shares; 2025Q1: 18,976 shares; 2025Q2: 20,525 shares; 2025Q3: 22,608 shares 22,608 $1.41M 0.02% +2,083 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,876 shares; 2025Q1: 3,383 shares; 2025Q2: 3,342 shares; 2025Q3: 2,827 shares 2,827 $1.41M 0.02% -515 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: 12,431 shares; 2024Q4: 9,354 shares; 2025Q1: 10,727 shares; 2025Q2: 12,691 shares; 2025Q3: 12,739 shares 12,739 $1.4M 0.02% +48 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,547 shares; 2024Q4: 21,007 shares; 2025Q1: 19,156 shares; 2025Q2: 19,051 shares; 2025Q3: 17,513 shares 17,513 $1.4M 0.02% -1,538 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: 11,491 shares; 2024Q4: 11,806 shares; 2025Q1: 14,246 shares; 2025Q2: 14,857 shares; 2025Q3: 15,392 shares 15,392 $1.4M 0.02% +535 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 22,520 shares; 2025Q1: 22,767 shares; 2025Q2: 24,282 shares; 2025Q3: 24,516 shares 24,516 $1.39M 0.02% +234 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 6,004 shares; 2025Q1: 5,935 shares; 2025Q2: 7,737 shares; 2025Q3: 8,208 shares 8,208 $1.38M 0.02% +471 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: 5,058 shares; 2024Q4: 2,846 shares; 2025Q1: 2,833 shares; 2025Q2: 2,869 shares; 2025Q3: 2,784 shares 2,784 $1.37M 0.02% -85 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: 21,568 shares; 2024Q4: 22,350 shares; 2025Q1: 23,352 shares; 2025Q2: 24,846 shares; 2025Q3: 27,851 shares 27,851 $1.36M 0.02% +3,005 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: 21,473 shares; 2024Q4: 20,038 shares; 2025Q1: 20,678 shares; 2025Q2: 23,169 shares; 2025Q3: 22,623 shares 22,623 $1.34M 0.02% -546 HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,131 shares; 2025Q1: 5,282 shares; 2025Q2: 4,957 shares; 2025Q3: 5,156 shares 5,156 $1.34M 0.02% +199 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,108 shares; 2024Q4: 19,108 shares; 2025Q1: 19,108 shares; 2025Q2: 19,108 shares; 2025Q3: 19,108 shares 19,108 $1.33M 0.02% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,174 shares; 2025Q1: 17,783 shares; 2025Q2: 18,201 shares; 2025Q3: 15,956 shares 15,956 $1.32M 0.02% -2,245 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,614 shares; 2024Q4: 69,981 shares; 2025Q1: 68,669 shares; 2025Q2: 114,071 shares; 2025Q3: 117,664 shares 117,664 $1.3M 0.02% +3,593 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: 10,026 shares; 2024Q4: 9,591 shares; 2025Q1: 9,781 shares; 2025Q2: 10,043 shares; 2025Q3: 6,766 shares 6,766 $1.3M 0.02% -3,277 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,837 shares; 2024Q4: 25,818 shares; 2025Q1: 23,137 shares; 2025Q2: 27,843 shares; 2025Q3: 25,825 shares 25,825 $1.3M 0.02% -2,018 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,757 shares; 2024Q4: 10,354 shares; 2025Q1: 31,019 shares; 2025Q2: 74,956 shares; 2025Q3: 74,981 shares 74,981 $1.3M 0.02% +25 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: 7,904 shares; 2024Q4: 7,876 shares; 2025Q1: 8,583 shares; 2025Q2: 7,859 shares; 2025Q3: 8,191 shares 8,191 $1.29M 0.02% +332 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,457 shares; 2024Q4: 504,493 shares; 2025Q1: 521,719 shares; 2025Q2: 615,645 shares; 2025Q3: 487,282 shares 487,282 $1.28M 0.02% -128,363 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: 3,339 shares; 2024Q4: 3,165 shares; 2025Q1: 3,577 shares; 2025Q2: 3,733 shares; 2025Q3: 3,722 shares 3,722 $1.27M 0.02% -11 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: 64,984 shares; 2024Q4: 65,918 shares; 2025Q1: 59,129 shares; 2025Q2: 52,003 shares; 2025Q3: 51,646 shares 51,646 $1.27M 0.02% -357 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 7,653 shares; 2025Q1: 6,094 shares; 2025Q2: 7,184 shares; 2025Q3: 7,317 shares 7,317 $1.26M 0.02% +133 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,606 shares; 2024Q4: 28,008 shares; 2025Q1: 28,849 shares; 2025Q2: 28,643 shares; 2025Q3: 27,835 shares 27,835 $1.25M 0.02% -808 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: 2,379 shares; 2024Q4: 2,506 shares; 2025Q1: 2,626 shares; 2025Q2: 2,745 shares; 2025Q3: 2,946 shares 2,946 $1.24M 0.02% +201 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: 50,052 shares; 2024Q4: 49,419 shares; 2025Q1: 39,573 shares; 2025Q2: 51,204 shares; 2025Q3: 39,387 shares 39,387 $1.24M 0.02% -11,817 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,780 shares; 2024Q4: 119,524 shares; 2025Q1: 157,823 shares; 2025Q2: 183,254 shares; 2025Q3: 163,136 shares 163,136 $1.24M 0.02% -20,118 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: 1,498 shares; 2024Q4: 1,587 shares; 2025Q1: 1,657 shares; 2025Q2: 1,585 shares; 2025Q3: 1,629 shares 1,629 $1.24M 0.02% +44 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,230 shares; 2024Q4: 64,070 shares; 2025Q1: 68,603 shares; 2025Q2: 53,456 shares; 2025Q3: 45,274 shares 45,274 $1.23M 0.02% -8,182 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: 3,123 shares; 2024Q4: 2,791 shares; 2025Q1: 3,003 shares; 2025Q2: 2,978 shares; 2025Q3: 2,974 shares 2,974 $1.23M 0.02% -4 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,322 shares; 2025Q1: 3,387 shares; 2025Q2: 3,950 shares; 2025Q3: 3,774 shares 3,774 $1.22M 0.02% -176 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: 59,700 shares; 2024Q4: 68,755 shares; 2025Q1: 71,962 shares; 2025Q2: 76,496 shares; 2025Q3: 74,034 shares 74,034 $1.18M 0.02% -2,462 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 14,863 shares; 2025Q1: 14,907 shares; 2025Q2: 15,130 shares; 2025Q3: 15,306 shares 15,306 $1.17M 0.02% +176 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: 15,268 shares; 2024Q4: 13,601 shares; 2025Q1: 15,975 shares; 2025Q2: 8,895 shares; 2025Q3: 10,194 shares 10,194 $1.17M 0.02% +1,299 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 6,946 shares; 2025Q1: 7,057 shares; 2025Q2: 7,203 shares; 2025Q3: 6,852 shares 6,852 $1.16M 0.02% -351 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: 55,611 shares; 2024Q4: 61,583 shares; 2025Q1: 69,412 shares; 2025Q2: 70,886 shares; 2025Q3: 69,333 shares 69,333 $1.16M 0.02% -1,553 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: 649 shares; 2024Q4: 944 shares; 2025Q1: 1,260 shares; 2025Q2: 1,658 shares; 2025Q3: 1,657 shares 1,657 $1.16M 0.02% -1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,515 shares; 2025Q1: 7,189 shares; 2025Q2: 7,694 shares; 2025Q3: 7,504 shares 7,504 $1.14M 0.02% -190 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,415 shares; 2025Q1: 4,881 shares; 2025Q2: 5,639 shares; 2025Q3: 5,816 shares 5,816 $1.14M 0.02% +177 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: 5,369 shares; 2024Q4: 5,516 shares; 2025Q1: 5,884 shares; 2025Q2: 5,517 shares; 2025Q3: 5,806 shares 5,806 $1.13M 0.02% +289 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,810 shares 14,810 $1.13M 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 7,990 shares; 2025Q1: 8,519 shares; 2025Q2: 10,825 shares; 2025Q3: 8,746 shares 8,746 $1.13M 0.02% -2,079 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,508 shares 1,508 $1.13M 0.02% -20 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: 8,317 shares; 2024Q4: 8,383 shares; 2025Q1: 7,875 shares; 2025Q2: 5,512 shares; 2025Q3: 5,420 shares 5,420 $1.12M 0.02% -92 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,708 shares; 2025Q1: 27,429 shares; 2025Q2: 127,083 shares; 2025Q3: 145,327 shares 145,327 $1.12M 0.02% +18,244 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,537 shares; 2024Q4: 49,265 shares; 2025Q1: 49,265 shares; 2025Q2: 49,265 shares; 2025Q3: 49,265 shares 49,265 $1.12M 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 15,604 shares; 2025Q1: 15,961 shares; 2025Q2: 16,340 shares; 2025Q3: 16,363 shares 16,363 $1.1M 0.02% +23 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,178 shares; 2025Q1: 6,992 shares; 2025Q2: 7,386 shares; 2025Q3: 7,338 shares 7,338 $1.1M 0.02% -48 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,235 shares; 2024Q4: 26,676 shares; 2025Q1: 19,598 shares; 2025Q2: 19,132 shares; 2025Q3: 32,188 shares 32,188 $1.1M 0.02% +13,056 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: 3,341 shares; 2024Q4: 3,261 shares; 2025Q1: 3,305 shares; 2025Q2: 3,493 shares; 2025Q3: 3,599 shares 3,599 $1.1M 0.02% +106 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,589 shares; 2024Q4: 40,007 shares; 2025Q1: 40,598 shares; 2025Q2: 59,520 shares; 2025Q3: 56,672 shares 56,672 $1.09M 0.02% -2,848 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: 4,240 shares; 2024Q4: 4,354 shares; 2025Q1: 4,389 shares; 2025Q2: 4,632 shares; 2025Q3: 4,612 shares 4,612 $1.08M 0.02% -20 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: 18,383 shares; 2024Q4: 44,984 shares; 2025Q1: 46,254 shares; 2025Q2: 46,427 shares; 2025Q3: 46,427 shares 46,427 $1.08M 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 2,639 shares; 2025Q1: 3,704 shares; 2025Q2: 5,143 shares; 2025Q3: 5,771 shares 5,771 $1.08M 0.01% +628 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,061 shares; 2024Q4: 12,103 shares; 2025Q1: 15,122 shares; 2025Q2: 17,196 shares; 2025Q3: 15,091 shares 15,091 $1.08M 0.01% -2,105 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: 11,047 shares; 2024Q4: 11,950 shares; 2025Q1: 13,169 shares; 2025Q2: 13,324 shares; 2025Q3: 13,107 shares 13,107 $1.08M 0.01% -217 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: 14,806 shares; 2024Q4: 14,743 shares; 2025Q1: 15,395 shares; 2025Q2: 23,523 shares; 2025Q3: 24,164 shares 24,164 $1.08M 0.01% +641 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,004 shares; 2025Q1: 2,603 shares; 2025Q2: 10,707 shares; 2025Q3: 11,244 shares 11,244 $1.07M 0.01% +537 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 3,381 shares; 2025Q1: 3,718 shares; 2025Q2: 5,222 shares; 2025Q3: 4,682 shares 4,682 $1.07M 0.01% -540 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: not reported; 2025Q2: 15,244 shares; 2025Q3: 15,389 shares 15,389 $1.06M 0.01% +145 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 11,336 shares; 2025Q1: 13,355 shares; 2025Q2: 8,136 shares; 2025Q3: 9,110 shares 9,110 $1.06M 0.01% +974 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,640 shares; 2025Q1: 2,711 shares; 2025Q2: 3,082 shares; 2025Q3: 3,204 shares 3,204 $1.05M 0.01% +122 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,237 shares; 2024Q4: 15,208 shares; 2025Q1: 13,702 shares; 2025Q2: 15,733 shares; 2025Q3: 15,435 shares 15,435 $1.04M 0.01% -298 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 21,642 shares; 2025Q1: 20,368 shares; 2025Q2: 20,982 shares; 2025Q3: 21,407 shares 21,407 $1.03M 0.01% +425 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: 8,048 shares; 2024Q4: 8,151 shares; 2025Q1: 13,038 shares; 2025Q2: 15,550 shares; 2025Q3: 16,642 shares 16,642 $1.01M 0.01% +1,092 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: not reported; 2024Q4: not reported; 2025Q1: 23,989 shares; 2025Q2: 18,618 shares; 2025Q3: 18,618 shares 18,618 $1M 0.01% 0 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: 1,425 shares; 2024Q4: 1,393 shares; 2025Q1: 1,396 shares; 2025Q2: 1,582 shares; 2025Q3: 1,633 shares 1,633 $995K 0.01% +51 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: 10,551 shares; 2024Q4: 10,822 shares; 2025Q1: 11,327 shares; 2025Q2: 20,098 shares; 2025Q3: 20,251 shares 20,251 $993K 0.01% +153 Timeline BBJP 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: 17,803 shares; 2025Q2: 14,960 shares; 2025Q3: 14,960 shares 14,960 $992K 0.01% 0 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: 9,638 shares; 2024Q4: 9,479 shares; 2025Q1: 10,884 shares; 2025Q2: 10,365 shares; 2025Q3: 10,277 shares 10,277 $989K 0.01% -88 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,100 shares 11,100 $987K 0.01% new 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: 12,308 shares; 2024Q4: 12,485 shares; 2025Q1: 11,576 shares; 2025Q2: 14,466 shares; 2025Q3: 15,273 shares 15,273 $987K 0.01% +807 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 10,290 shares; 2025Q1: 10,290 shares; 2025Q2: 10,260 shares; 2025Q3: 10,260 shares 10,260 $984K 0.01% 0 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: 17,306 shares; 2024Q4: 19,785 shares; 2025Q1: 21,111 shares; 2025Q2: 21,939 shares; 2025Q3: 20,310 shares 20,310 $970K 0.01% -1,629 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,476 shares; 2025Q2: 6,624 shares; 2025Q3: 6,765 shares 6,765 $969K 0.01% +141 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,057 shares; 2025Q1: 11,322 shares; 2025Q2: 11,559 shares; 2025Q3: 12,095 shares 12,095 $967K 0.01% +536 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,761 shares; 2025Q1: 4,780 shares; 2025Q2: 4,724 shares; 2025Q3: 4,783 shares 4,783 $965K 0.01% +59 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,748 shares; 2025Q1: 1,758 shares; 2025Q2: 1,680 shares; 2025Q3: 1,688 shares 1,688 $958K 0.01% +8 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: 13,945 shares; 2024Q4: 17,289 shares; 2025Q1: 19,118 shares; 2025Q2: 10,369 shares; 2025Q3: 10,080 shares 10,080 $953K 0.01% -289 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: 4,782 shares; 2024Q4: 4,907 shares; 2025Q1: 4,975 shares; 2025Q2: 4,324 shares; 2025Q3: 4,291 shares 4,291 $942K 0.01% -33 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,281 shares; 2025Q1: 1,269 shares; 2025Q2: 1,478 shares; 2025Q3: 1,477 shares 1,477 $931K 0.01% -1 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: 3,215 shares; 2024Q4: 3,686 shares; 2025Q1: 6,145 shares; 2025Q2: 5,893 shares; 2025Q3: 5,904 shares 5,904 $927K 0.01% +11 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,701 shares; 2025Q1: 3,791 shares; 2025Q2: 3,936 shares; 2025Q3: 3,917 shares 3,917 $925K 0.01% -19 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,482 shares; 2024Q4: 12,299 shares; 2025Q1: 12,913 shares; 2025Q2: 12,988 shares; 2025Q3: 11,061 shares 11,061 $924K 0.01% -1,927 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: 539 shares; 2024Q4: 564 shares; 2025Q1: 584 shares; 2025Q2: 2,050 shares; 2025Q3: 1,971 shares 1,971 $922K 0.01% -79 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: 107,667 shares; 2024Q4: 114,920 shares; 2025Q1: 132,485 shares; 2025Q2: 143,695 shares; 2025Q3: 137,094 shares 137,094 $919K 0.01% -6,601 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: 3,992 shares; 2024Q4: 4,137 shares; 2025Q1: 5,331 shares; 2025Q2: 6,614 shares; 2025Q3: 6,959 shares 6,959 $908K 0.01% +345 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: 2,850 shares; 2024Q4: 2,962 shares; 2025Q1: 3,746 shares; 2025Q2: 3,138 shares; 2025Q3: 3,295 shares 3,295 $896K 0.01% +157 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,031 shares; 2024Q4: 19,048 shares; 2025Q1: 18,986 shares; 2025Q2: 18,989 shares; 2025Q3: 19,268 shares 19,268 $895K 0.01% +279 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 854 shares; 2025Q1: 1,329 shares; 2025Q2: 1,284 shares; 2025Q3: 1,807 shares 1,807 $892K 0.01% +523 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,683 shares; 2024Q4: 10,965 shares; 2025Q1: 9,936 shares; 2025Q2: 11,907 shares; 2025Q3: 13,904 shares 13,904 $885K 0.01% +1,997 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,526 shares; 2025Q1: 5,554 shares; 2025Q2: 5,640 shares; 2025Q3: 5,551 shares 5,551 $884K 0.01% -89 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: 11,590 shares; 2024Q4: 11,359 shares; 2025Q1: 8,611 shares; 2025Q2: 11,667 shares; 2025Q3: 9,759 shares 9,759 $875K 0.01% -1,908 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,326 shares; 2024Q4: 16,162 shares; 2025Q1: 16,067 shares; 2025Q2: 14,587 shares; 2025Q3: 14,576 shares 14,576 $870K 0.01% -11 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 15,133 shares; 2025Q1: 18,888 shares; 2025Q2: 8,247 shares; 2025Q3: 10,651 shares 10,651 $868K 0.01% +2,404 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,483 shares; 2025Q1: 12,483 shares; 2025Q2: 12,483 shares; 2025Q3: 12,248 shares 12,248 $861K 0.01% -235 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,719 shares; 2024Q4: 11,720 shares; 2025Q1: 11,673 shares; 2025Q2: 11,789 shares; 2025Q3: 12,093 shares 12,093 $859K 0.01% +304 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 13,216 shares; 2025Q1: 14,336 shares; 2025Q2: 14,062 shares; 2025Q3: 14,021 shares 14,021 $858K 0.01% -41 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,075 shares; 2024Q4: 16,156 shares; 2025Q1: 14,803 shares; 2025Q2: 16,508 shares; 2025Q3: 14,355 shares 14,355 $857K 0.01% -2,153 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: 6,395 shares; 2024Q4: 6,377 shares; 2025Q1: 6,676 shares; 2025Q2: 6,394 shares; 2025Q3: 6,216 shares 6,216 $857K 0.01% -178 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 5,296 shares; 2025Q1: 5,751 shares; 2025Q2: 4,575 shares; 2025Q3: 4,531 shares 4,531 $850K 0.01% -44 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 11,280 shares; 2025Q1: 10,905 shares; 2025Q2: 10,251 shares; 2025Q3: 9,631 shares 9,631 $844K 0.01% -620 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,541 shares; 2024Q4: 9,856 shares; 2025Q1: 10,699 shares; 2025Q2: 11,703 shares; 2025Q3: 12,031 shares 12,031 $842K 0.01% +328 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: 12,191 shares; 2024Q4: 17,150 shares; 2025Q1: 20,206 shares; 2025Q2: 19,741 shares; 2025Q3: 19,486 shares 19,486 $841K 0.01% -255 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 10,119 shares; 2025Q1: 10,515 shares; 2025Q2: 10,541 shares; 2025Q3: 9,185 shares 9,185 $833K 0.01% -1,356 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 2,440 shares; 2025Q1: 3,824 shares; 2025Q2: 5,475 shares; 2025Q3: 5,941 shares 5,941 $832K 0.01% +466 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,074 shares; 2025Q3: 15,897 shares 15,897 $826K 0.01% -177 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,735 shares; 2025Q1: 6,884 shares; 2025Q2: 7,337 shares; 2025Q3: 8,712 shares 8,712 $826K 0.01% +1,375 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,502 shares; 2025Q1: not reported; 2025Q2: 8,264 shares; 2025Q3: 8,352 shares 8,352 $824K 0.01% +88 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 1,205 shares; 2025Q1: 894 shares; 2025Q2: 1,098 shares; 2025Q3: 1,143 shares 1,143 $820K 0.01% +45 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: 6,536 shares; 2025Q3: 7,301 shares 7,301 $817K 0.01% +765 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,261 shares; 2025Q1: 1,898 shares; 2025Q2: 1,802 shares; 2025Q3: 1,656 shares 1,656 $814K 0.01% -146 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: 13,922 shares; 2024Q4: 15,612 shares; 2025Q1: 17,590 shares; 2025Q2: 16,472 shares; 2025Q3: 18,050 shares 18,050 $812K 0.01% +1,578 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: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares 2,709 $806K 0.01% 0 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: 30,656 shares; 2024Q4: 31,189 shares; 2025Q1: 31,579 shares; 2025Q2: 31,579 shares; 2025Q3: 32,144 shares 32,144 $799K 0.01% +565 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: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 5,559 shares 5,559 $792K 0.01% +799 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,706 shares; 2025Q1: 10,574 shares; 2025Q2: 9,755 shares; 2025Q3: 9,399 shares 9,399 $790K 0.01% -356 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: 7,763 shares; 2024Q4: 7,799 shares; 2025Q1: 7,847 shares; 2025Q2: 8,501 shares; 2025Q3: 8,697 shares 8,697 $786K 0.01% +196 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,854 shares; 2025Q1: 4,614 shares; 2025Q2: 5,034 shares; 2025Q3: 5,040 shares 5,040 $783K 0.01% +6 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,174 shares; 2025Q1: 1,368 shares; 2025Q2: 1,561 shares; 2025Q3: 996 shares 996 $780K 0.01% -565 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,868 shares; 2025Q1: 4,052 shares; 2025Q2: 3,995 shares; 2025Q3: 4,122 shares 4,122 $775K 0.01% +127 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,662 shares; 2025Q1: 1,757 shares; 2025Q2: 1,669 shares; 2025Q3: 1,532 shares 1,532 $764K 0.01% -137 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,308 shares; 2025Q1: 4,685 shares; 2025Q2: 5,078 shares; 2025Q3: 5,153 shares 5,153 $759K 0.01% +75 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: 1,244 shares; 2024Q4: 1,225 shares; 2025Q1: 1,478 shares; 2025Q2: 1,137 shares; 2025Q3: 1,187 shares 1,187 $758K 0.01% +50 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,573 shares; 2025Q1: 1,625 shares; 2025Q2: 1,617 shares; 2025Q3: 1,661 shares 1,661 $757K 0.01% +44 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,733 shares; 2024Q4: 19,316 shares; 2025Q1: 18,245 shares; 2025Q2: 17,333 shares; 2025Q3: 17,781 shares 17,781 $751K 0.01% +448 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: 4,027 shares; 2025Q3: 7,245 shares 7,245 $747K 0.01% +3,218 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,354 shares; 2025Q1: 3,681 shares; 2025Q2: 3,832 shares; 2025Q3: 3,910 shares 3,910 $745K 0.01% +78 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 879 shares; 2025Q3: 898 shares 898 $741K 0.01% +19 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,518 shares; 2024Q4: 28,487 shares; 2025Q1: 49,603 shares; 2025Q2: 54,898 shares; 2025Q3: 57,822 shares 57,822 $737K 0.01% +2,924 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 16,952 shares; 2025Q1: 13,524 shares; 2025Q2: 16,608 shares; 2025Q3: 14,559 shares 14,559 $734K 0.01% -2,049 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: 5,393 shares; 2024Q4: 5,781 shares; 2025Q1: 5,388 shares; 2025Q2: 6,889 shares; 2025Q3: 7,160 shares 7,160 $730K 0.01% +271 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: not reported; 2024Q4: not reported; 2025Q1: 9,718 shares; 2025Q2: 9,718 shares; 2025Q3: 9,899 shares 9,899 $727K 0.01% +181 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 8,640 shares; 2025Q1: 8,640 shares; 2025Q2: 8,640 shares; 2025Q3: 8,640 shares 8,640 $726K 0.01% 0 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: 7,456 shares; 2024Q4: 13,815 shares; 2025Q1: 10,399 shares; 2025Q2: 13,337 shares; 2025Q3: 12,995 shares 12,995 $724K 0.01% -342 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: 8,527 shares; 2024Q4: 8,271 shares; 2025Q1: 8,271 shares; 2025Q2: 7,914 shares; 2025Q3: 7,914 shares 7,914 $722K 0.01% 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: 3,584 shares; 2024Q4: 10,069 shares; 2025Q1: 3,841 shares; 2025Q2: 3,841 shares; 2025Q3: 3,706 shares 3,706 $721K 0.01% -135 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,648 shares; 2025Q1: 1,638 shares; 2025Q2: 1,558 shares; 2025Q3: 1,484 shares 1,484 $720K 0.01% -74 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,147 shares; 2025Q3: 19,410 shares 19,410 $715K 0.01% -737 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,493 shares; 2024Q4: 137,574 shares; 2025Q1: 160,999 shares; 2025Q2: 169,625 shares; 2025Q3: 157,470 shares 157,470 $715K 0.01% -12,155 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,898 shares; 2025Q1: 1,988 shares; 2025Q2: 1,995 shares; 2025Q3: 1,983 shares 1,983 $707K 0.01% -12 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,721 shares; 2025Q1: 6,083 shares; 2025Q2: 5,592 shares; 2025Q3: 5,437 shares 5,437 $707K 0.01% -155 Timeline BBCA 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: 10,273 shares; 2025Q2: 8,085 shares; 2025Q3: 8,085 shares 8,085 $705K 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: 1,347 shares; 2025Q1: 1,866 shares; 2025Q2: 3,045 shares; 2025Q3: 3,097 shares 3,097 $699K 0.01% +52 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: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares 1,502 $697K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 11,853 shares; 2025Q1: 12,298 shares; 2025Q2: 13,780 shares; 2025Q3: 13,032 shares 13,032 $692K 0.01% -748 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,214 shares; 2025Q1: 1,610 shares; 2025Q2: 1,760 shares; 2025Q3: 2,216 shares 2,216 $686K 0.01% +456 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,728 shares; 2025Q1: 5,702 shares; 2025Q2: 5,901 shares; 2025Q3: 5,932 shares 5,932 $680K 0.01% +31 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,094 shares; 2024Q4: 38,662 shares; 2025Q1: 38,378 shares; 2025Q2: 48,034 shares; 2025Q3: 46,284 shares 46,284 $678K 0.01% -1,750 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,743 shares; 2024Q4: 30,879 shares; 2025Q1: 31,547 shares; 2025Q2: 33,205 shares; 2025Q3: 32,558 shares 32,558 $673K 0.01% -647 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,223 shares; 2025Q1: 3,711 shares; 2025Q2: 4,540 shares; 2025Q3: 4,417 shares 4,417 $671K 0.01% -123 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,247 shares; 2025Q1: 2,274 shares; 2025Q2: 2,182 shares; 2025Q3: 2,232 shares 2,232 $668K 0.01% +50 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,440 shares; 2025Q1: 3,777 shares; 2025Q2: 7,772 shares; 2025Q3: 8,915 shares 8,915 $663K 0.01% +1,143 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,561 shares; 2024Q4: 17,150 shares; 2025Q1: 17,131 shares; 2025Q2: 10,625 shares; 2025Q3: 10,848 shares 10,848 $661K 0.01% +223 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,063 shares; 2024Q4: 12,784 shares; 2025Q1: 16,174 shares; 2025Q2: 15,956 shares; 2025Q3: 15,743 shares 15,743 $661K 0.01% -213 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: 6,620 shares; 2024Q4: 6,548 shares; 2025Q1: 6,847 shares; 2025Q2: 17,730 shares; 2025Q3: 19,579 shares 19,579 $654K 0.01% +1,849 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,008 shares; 2024Q4: 34,831 shares; 2025Q1: 38,936 shares; 2025Q2: 38,922 shares; 2025Q3: 33,440 shares 33,440 $652K 0.01% -5,482 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 10,050 shares; 2025Q1: 11,654 shares; 2025Q2: 23,916 shares; 2025Q3: 23,011 shares 23,011 $650K 0.01% -905 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,907 shares; 2025Q1: 1,873 shares; 2025Q2: 1,717 shares; 2025Q3: 1,860 shares 1,860 $650K 0.01% +143 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: 7,591 shares; 2024Q4: 7,943 shares; 2025Q1: 8,071 shares; 2025Q2: 7,858 shares; 2025Q3: 8,041 shares 8,041 $649K 0.01% +183 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 7,269 shares; 2025Q1: 7,185 shares; 2025Q2: 6,873 shares; 2025Q3: 8,558 shares 8,558 $644K 0.01% +1,685 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 15,529 shares; 2025Q1: 18,749 shares; 2025Q2: 15,718 shares; 2025Q3: 17,081 shares 17,081 $643K 0.01% +1,363 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,575 shares; 2024Q4: 16,152 shares; 2025Q1: 16,468 shares; 2025Q2: 16,510 shares; 2025Q3: 16,371 shares 16,371 $642K 0.01% -139 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: 2,573 shares; 2024Q4: 2,786 shares; 2025Q1: 3,015 shares; 2025Q2: 3,212 shares; 2025Q3: 3,275 shares 3,275 $642K 0.01% +63 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: 12,644 shares; 2024Q4: 15,446 shares; 2025Q1: 26,063 shares; 2025Q2: 19,724 shares; 2025Q3: 13,443 shares 13,443 $635K 0.01% -6,281 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: 2,812 shares; 2024Q4: 2,970 shares; 2025Q1: 3,749 shares; 2025Q2: 3,705 shares; 2025Q3: 3,531 shares 3,531 $631K 0.01% -174 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 5,535 shares; 2025Q3: 5,239 shares 5,239 $629K 0.01% -296 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 16,676 shares; 2025Q1: 17,356 shares; 2025Q2: 19,313 shares; 2025Q3: 17,739 shares 17,739 $628K 0.01% -1,574 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: 6,509 shares; 2024Q4: 6,506 shares; 2025Q1: 6,039 shares; 2025Q2: 6,210 shares; 2025Q3: 5,967 shares 5,967 $627K 0.01% -243 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,572 shares; 2025Q1: 1,776 shares; 2025Q2: 2,022 shares; 2025Q3: 2,025 shares 2,025 $625K 0.01% +3 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: 2,762 shares; 2024Q4: 1,974 shares; 2025Q1: 2,066 shares; 2025Q2: 2,141 shares; 2025Q3: 2,082 shares 2,082 $624K 0.01% -59 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,235 shares; 2025Q1: 2,558 shares; 2025Q2: 3,557 shares; 2025Q3: 3,033 shares 3,033 $623K 0.01% -524 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 480 shares; 2025Q1: 554 shares; 2025Q2: 526 shares; 2025Q3: 499 shares 499 $613K 0.01% -27 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 6,001 shares; 2025Q1: 1,921 shares; 2025Q2: 2,959 shares; 2025Q3: 4,319 shares 4,319 $611K 0.01% +1,360 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,813 shares; 2024Q4: 6,876 shares; 2025Q1: 8,820 shares; 2025Q2: 9,482 shares; 2025Q3: 10,534 shares 10,534 $611K 0.01% +1,052 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 3,236 shares; 2025Q1: 2,456 shares; 2025Q2: 3,139 shares; 2025Q3: 3,029 shares 3,029 $607K 0.01% -110 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,540 shares; 2025Q1: 3,734 shares; 2025Q2: 3,772 shares; 2025Q3: 3,736 shares 3,736 $605K 0.01% -36 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,412 shares; 2024Q4: 43,755 shares; 2025Q1: 44,144 shares; 2025Q2: 44,282 shares; 2025Q3: 42,598 shares 42,598 $603K 0.01% -1,684 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: 13,358 shares; 2025Q3: 13,360 shares 13,360 $600K 0.01% +2 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,281 shares; 2025Q1: 2,248 shares; 2025Q2: 2,159 shares; 2025Q3: 2,001 shares 2,001 $600K 0.01% -158 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,653 shares; 2025Q1: 3,607 shares; 2025Q2: 3,582 shares; 2025Q3: 3,579 shares 3,579 $600K 0.01% -3 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: 1,062 shares; 2024Q4: 917 shares; 2025Q1: 1,010 shares; 2025Q2: 961 shares; 2025Q3: 1,066 shares 1,066 $599K 0.01% +105 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 186 shares; 2025Q1: 193 shares; 2025Q2: 184 shares; 2025Q3: 400 shares 400 $599K 0.01% +216 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 6,203 shares; 2025Q1: 6,623 shares; 2025Q2: 6,039 shares; 2025Q3: 6,085 shares 6,085 $598K 0.01% +46 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 30,567 shares; 2025Q2: 29,060 shares; 2025Q3: 37,991 shares 37,991 $596K 0.01% +8,931 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,513 shares; 2025Q1: 2,731 shares; 2025Q2: 2,875 shares; 2025Q3: 3,181 shares 3,181 $595K 0.01% +306 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,646 shares; 2025Q1: 5,289 shares; 2025Q2: 6,574 shares; 2025Q3: 6,620 shares 6,620 $594K 0.01% +46 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: 2,845 shares; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,044 shares; 2025Q3: 2,058 shares 2,058 $593K 0.01% +14 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 4,865 shares; 2025Q1: 4,923 shares; 2025Q2: 7,219 shares; 2025Q3: 7,194 shares 7,194 $589K 0.01% -25 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: 6,031 shares; 2024Q4: 6,470 shares; 2025Q1: 6,965 shares; 2025Q2: 6,927 shares; 2025Q3: 6,976 shares 6,976 $586K 0.01% +49 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 21,647 shares; 2025Q1: 22,798 shares; 2025Q2: 24,862 shares; 2025Q3: 24,982 shares 24,982 $585K 0.01% +120 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 17,982 shares; 2025Q1: 16,751 shares; 2025Q2: 33,735 shares; 2025Q3: 33,214 shares 33,214 $580K 0.01% -521 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,392 shares; 2025Q1: 2,442 shares; 2025Q2: 2,307 shares; 2025Q3: 2,247 shares 2,247 $576K 0.01% -60 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 16,712 shares; 2025Q1: 13,733 shares; 2025Q2: 21,235 shares; 2025Q3: 21,156 shares 21,156 $574K 0.01% -79 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: 5,493 shares; 2024Q4: 6,547 shares; 2025Q1: 6,074 shares; 2025Q2: 6,982 shares; 2025Q3: 7,892 shares 7,892 $574K 0.01% +910 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,101 shares 12,101 $568K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,939 shares; 2025Q1: 10,986 shares; 2025Q2: 11,824 shares; 2025Q3: 11,187 shares 11,187 $564K 0.01% -637 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 370 shares; 2025Q1: 368 shares; 2025Q2: 408 shares; 2025Q3: 427 shares 427 $563K 0.01% +19 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 6,009 shares; 2025Q1: 6,327 shares; 2025Q2: 6,541 shares; 2025Q3: 6,663 shares 6,663 $562K 0.01% +122 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 5,788 shares; 2025Q1: 5,548 shares; 2025Q2: 6,003 shares; 2025Q3: 5,588 shares 5,588 $562K 0.01% -415 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,821 shares; 2025Q1: 4,814 shares; 2025Q2: 6,671 shares; 2025Q3: 7,750 shares 7,750 $561K 0.01% +1,079 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,220 shares; 2024Q4: 8,658 shares; 2025Q1: 11,363 shares; 2025Q2: 15,317 shares; 2025Q3: 16,153 shares 16,153 $560K 0.01% +836 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 17,843 shares; 2025Q1: 13,243 shares; 2025Q2: 13,581 shares; 2025Q3: 13,302 shares 13,302 $557K 0.01% -279 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 21,835 shares; 2025Q1: 21,835 shares; 2025Q2: 21,835 shares; 2025Q3: 21,835 shares 21,835 $557K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,677 shares; 2025Q1: 1,782 shares; 2025Q2: 2,055 shares; 2025Q3: 2,024 shares 2,024 $554K 0.01% -31 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; 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: 22,806 shares; 2025Q3: 22,809 shares 22,809 $554K 0.01% +3 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: 6,216 shares; 2024Q4: 6,011 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 3,971 shares 3,971 $553K 0.01% -74 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,322 shares; 2024Q4: 105,306 shares; 2025Q1: 112,131 shares; 2025Q2: 112,145 shares; 2025Q3: 108,625 shares 108,625 $552K 0.01% -3,520 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 2,130 shares; 2025Q1: 2,885 shares; 2025Q2: 2,689 shares; 2025Q3: 2,791 shares 2,791 $552K 0.01% +102 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,046 shares; 2025Q1: 2,320 shares; 2025Q2: 2,344 shares; 2025Q3: 2,289 shares 2,289 $551K 0.01% -55 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,157 shares; 2025Q1: 4,352 shares; 2025Q2: 4,574 shares; 2025Q3: 4,128 shares 4,128 $550K 0.01% -446 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 5,753 shares; 2025Q1: 6,740 shares; 2025Q2: 8,510 shares; 2025Q3: 9,180 shares 9,180 $548K 0.01% +670 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,672 shares; 2025Q2: 5,113 shares; 2025Q3: 5,300 shares 5,300 $548K 0.01% +187 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 995 shares; 2025Q1: 873 shares; 2025Q2: 1,254 shares; 2025Q3: 1,264 shares 1,264 $544K 0.01% +10 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: 5,251 shares; 2024Q4: 5,543 shares; 2025Q1: 5,757 shares; 2025Q2: 7,999 shares; 2025Q3: 5,922 shares 5,922 $541K 0.01% -2,077 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,844 shares; 2025Q1: 1,802 shares; 2025Q2: 2,260 shares; 2025Q3: 2,455 shares 2,455 $541K 0.01% +195 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 3,261 shares; 2025Q1: 2,927 shares; 2025Q2: 4,420 shares; 2025Q3: 4,289 shares 4,289 $541K 0.01% -131 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: 4,085 shares; 2024Q4: 3,102 shares; 2025Q1: 3,421 shares; 2025Q2: 3,744 shares; 2025Q3: 3,793 shares 3,793 $540K 0.01% +49 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,439 shares; 2025Q1: 6,296 shares; 2025Q2: 6,538 shares; 2025Q3: 7,352 shares 7,352 $539K 0.01% +814 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,614 shares; 2025Q1: 7,430 shares; 2025Q2: 8,839 shares; 2025Q3: 8,893 shares 8,893 $538K 0.01% +54 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 28,218 shares 28,218 $534K 0.01% new 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: 4,849 shares; 2024Q4: 5,519 shares; 2025Q1: 5,635 shares; 2025Q2: 5,692 shares; 2025Q3: 5,775 shares 5,775 $533K 0.01% +83 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 3,976 shares; 2025Q3: 4,017 shares 4,017 $532K 0.01% +41 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,483 shares; 2025Q1: 4,729 shares; 2025Q2: 3,213 shares; 2025Q3: 3,931 shares 3,931 $529K 0.01% +718 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 5,267 shares; 2025Q1: 5,344 shares; 2025Q2: 9,149 shares; 2025Q3: 9,276 shares 9,276 $526K 0.01% +127 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 8,908 shares; 2025Q1: 8,332 shares; 2025Q2: 19,847 shares; 2025Q3: 19,304 shares 19,304 $526K 0.01% -543 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,052 shares; 2024Q4: 33,042 shares; 2025Q1: 36,235 shares; 2025Q2: 31,308 shares; 2025Q3: 37,116 shares 37,116 $526K 0.01% +5,808 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,038 shares; 2025Q1: 3,539 shares; 2025Q2: 4,723 shares; 2025Q3: 4,319 shares 4,319 $524K 0.01% -404 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 10,340 shares; 2025Q1: 10,340 shares; 2025Q2: 10,348 shares; 2025Q3: 10,348 shares 10,348 $524K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,103 shares; 2025Q3: 2,126 shares 2,126 $524K 0.01% +23 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: 5,622 shares; 2024Q4: 5,622 shares; 2025Q1: 5,622 shares; 2025Q2: 5,622 shares; 2025Q3: 5,622 shares 5,622 $523K 0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 18,156 shares; 2025Q3: 18,365 shares 18,365 $522K 0.01% +209 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,722 shares; 2025Q1: not reported; 2025Q2: 6,617 shares; 2025Q3: 6,804 shares 6,804 $518K 0.01% +187 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,132 shares; 2024Q4: 18,461 shares; 2025Q1: 18,794 shares; 2025Q2: 23,396 shares; 2025Q3: 21,871 shares 21,871 $517K 0.01% -1,525 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: not reported; 2025Q1: 11,415 shares; 2025Q2: 17,044 shares; 2025Q3: 17,847 shares 17,847 $516K 0.01% +803 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,202 shares; 2025Q1: 18,168 shares; 2025Q2: 18,598 shares; 2025Q3: 18,334 shares 18,334 $513K 0.01% -264 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 7,131 shares; 2025Q1: 6,671 shares; 2025Q2: 7,451 shares; 2025Q3: 7,573 shares 7,573 $512K 0.01% +122 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 6,911 shares; 2025Q1: 6,842 shares; 2025Q2: 9,541 shares; 2025Q3: 8,582 shares 8,582 $512K 0.01% -959 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: 381 shares; 2025Q2: 531 shares; 2025Q3: 555 shares 555 $511K 0.01% +24 Timeline