GBIL 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: 541,923 shares; 2024Q4: 551,227 shares; 2025Q1: 566,721 shares; 2025Q2: 580,272 shares; 2025Q3: 603,403 shares 603,403 $60.5M 9.88% +23,131 Timeline FNDX 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: 685,216 shares; 2024Q4: 2,084,426 shares; 2025Q1: 2,141,066 shares; 2025Q2: 2,130,599 shares; 2025Q3: 2,063,000 shares 2,063,000 $54.3M 8.87% -67,599 Timeline VMBS 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: 878,095 shares; 2024Q4: 887,248 shares; 2025Q1: 913,358 shares; 2025Q2: 954,655 shares; 2025Q3: 1,001,407 shares 1,001,407 $47M 7.68% +46,752 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757,917 shares; 2024Q4: 1,767,872 shares; 2025Q1: 1,780,929 shares; 2025Q2: 1,820,715 shares; 2025Q3: 1,886,811 shares 1,886,811 $45.9M 7.5% +66,096 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,290 shares; 2024Q4: 355,010 shares; 2025Q1: 365,808 shares; 2025Q2: 386,890 shares; 2025Q3: 415,139 shares 415,139 $37.1M 6.06% +28,249 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,687 shares; 2024Q4: 671,179 shares; 2025Q1: 666,235 shares; 2025Q2: 685,486 shares; 2025Q3: 673,695 shares 673,695 $28.9M 4.73% -11,791 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,936 shares; 2024Q4: 96,846 shares; 2025Q1: 94,590 shares; 2025Q2: 97,255 shares; 2025Q3: 94,433 shares 94,433 $24.2M 3.96% -2,822 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,152 shares; 2024Q4: 979,550 shares; 2025Q1: 999,350 shares; 2025Q2: 927,718 shares; 2025Q3: 901,610 shares 901,610 $23.7M 3.88% -26,108 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,722 shares; 2024Q4: 734,164 shares; 2025Q1: 725,125 shares; 2025Q2: 667,044 shares; 2025Q3: 637,574 shares 637,574 $19.9M 3.25% -29,470 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: 97,987 shares; 2024Q4: 97,514 shares; 2025Q1: 96,862 shares; 2025Q2: 100,213 shares; 2025Q3: 101,307 shares 101,307 $18.9M 3.09% +1,094 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: 78,013 shares; 2024Q4: 76,939 shares; 2025Q1: 76,743 shares; 2025Q2: 80,875 shares; 2025Q3: 82,220 shares 82,220 $16M 2.61% +1,345 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: 267,348 shares; 2024Q4: 541,743 shares; 2025Q1: 561,300 shares; 2025Q2: 546,630 shares; 2025Q3: 546,621 shares 546,621 $12.7M 2.08% -9 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,550 shares; 2024Q4: 152,156 shares; 2025Q1: 151,587 shares; 2025Q2: 161,196 shares; 2025Q3: 164,022 shares 164,022 $12.1M 1.97% +2,826 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: 128,732 shares; 2024Q4: 131,754 shares; 2025Q1: 134,127 shares; 2025Q2: 145,502 shares; 2025Q3: 152,775 shares 152,775 $10.1M 1.65% +7,273 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,681 shares; 2024Q4: 199,370 shares; 2025Q1: 197,935 shares; 2025Q2: 216,769 shares; 2025Q3: 219,799 shares 219,799 $9.71M 1.59% +3,030 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,173 shares; 2024Q4: 354,699 shares; 2025Q1: 359,978 shares; 2025Q2: 350,274 shares; 2025Q3: 351,076 shares 351,076 $9.58M 1.57% +802 Timeline FNDE 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: 216,056 shares; 2024Q4: 225,407 shares; 2025Q1: 222,223 shares; 2025Q2: 220,443 shares; 2025Q3: 211,732 shares 211,732 $7.66M 1.25% -8,711 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: 67,808 shares; 2024Q4: 67,752 shares; 2025Q1: 67,416 shares; 2025Q2: 63,829 shares; 2025Q3: 62,616 shares 62,616 $7.44M 1.22% -1,213 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,359 shares; 2024Q4: 188,869 shares; 2025Q1: 187,792 shares; 2025Q2: 179,885 shares; 2025Q3: 166,046 shares 166,046 $7.39M 1.21% -13,839 Timeline GSSC 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: 84,687 shares; 2024Q4: 86,700 shares; 2025Q1: 87,145 shares; 2025Q2: 96,836 shares; 2025Q3: 98,656 shares 98,656 $7.39M 1.21% +1,820 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: 27,941 shares; 2024Q4: 28,020 shares; 2025Q1: 27,901 shares; 2025Q2: 28,192 shares; 2025Q3: 27,832 shares 27,832 $7.09M 1.16% -360 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,879 shares; 2024Q4: 258,315 shares; 2025Q1: 258,319 shares; 2025Q2: 248,828 shares; 2025Q3: 248,484 shares 248,484 $6.93M 1.13% -344 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,584 shares; 2024Q4: 167,260 shares; 2025Q1: 166,179 shares; 2025Q2: 196,374 shares; 2025Q3: 203,428 shares 203,428 $6.81M 1.11% +7,054 Timeline AOR 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: 136,645 shares; 2024Q4: 132,955 shares; 2025Q1: 123,923 shares; 2025Q2: 104,606 shares; 2025Q3: 100,914 shares 100,914 $6.5M 1.06% -3,692 Timeline VGLT 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: 152,870 shares; 2024Q4: 131,033 shares; 2025Q1: 119,266 shares; 2025Q2: 108,604 shares; 2025Q3: 108,881 shares 108,881 $6.19M 1.01% +277 Timeline ISCF 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: 92,659 shares; 2024Q4: 94,366 shares; 2025Q1: 94,147 shares; 2025Q2: 115,893 shares; 2025Q3: 118,572 shares 118,572 $4.88M 0.8% +2,679 Timeline SCHC 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: 98,021 shares; 2024Q4: 101,407 shares; 2025Q1: 105,992 shares; 2025Q2: 102,535 shares; 2025Q3: 104,534 shares 104,534 $4.76M 0.78% +1,999 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: 19,199 shares; 2024Q4: 18,829 shares; 2025Q1: 19,309 shares; 2025Q2: 19,266 shares; 2025Q3: 19,246 shares 19,246 $4.15M 0.68% -20 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,509 shares; 2024Q4: 38,445 shares; 2025Q1: 38,390 shares; 2025Q2: 38,475 shares; 2025Q3: 38,417 shares 38,417 $3.66M 0.6% -58 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: 13,714 shares; 2024Q4: 13,584 shares; 2025Q1: 13,587 shares; 2025Q2: 14,158 shares; 2025Q3: 13,845 shares 13,845 $3.37M 0.55% -313 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 1,287 shares; 2025Q2: 37,108 shares; 2025Q3: 32,716 shares 32,716 $3.26M 0.53% -4,392 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: 12,638 shares; 2024Q4: 12,362 shares; 2025Q1: 12,821 shares; 2025Q2: 14,201 shares; 2025Q3: 14,102 shares 14,102 $2.63M 0.43% -99 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: 4,177 shares; 2024Q4: 4,169 shares; 2025Q1: 4,138 shares; 2025Q2: 4,097 shares; 2025Q3: 4,101 shares 4,101 $2.51M 0.41% +4 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,110 shares; 2024Q4: 52,974 shares; 2025Q1: 50,880 shares; 2025Q2: 63,634 shares; 2025Q3: 69,227 shares 69,227 $2.46M 0.4% +5,593 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,387 shares; 2024Q4: 20,625 shares; 2025Q1: 21,368 shares; 2025Q2: 21,431 shares; 2025Q3: 22,198 shares 22,198 $2.29M 0.37% +767 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: 4,386 shares; 2024Q4: 4,236 shares; 2025Q1: 4,215 shares; 2025Q2: 4,539 shares; 2025Q3: 4,381 shares 4,381 $2.27M 0.37% -158 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: 48,495 shares; 2024Q4: 47,618 shares; 2025Q1: 47,738 shares; 2025Q2: 54,714 shares; 2025Q3: 49,350 shares 49,350 $2.23M 0.36% -5,364 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 9,279 shares; 2025Q1: 9,367 shares; 2025Q2: 9,426 shares; 2025Q3: 9,124 shares 9,124 $2.22M 0.36% -302 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: 21,286 shares; 2024Q4: 20,641 shares; 2025Q1: 19,935 shares; 2025Q2: 18,897 shares; 2025Q3: 18,028 shares 18,028 $2.14M 0.35% -869 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: 2,276 shares; 2024Q4: 2,428 shares; 2025Q1: 2,176 shares; 2025Q2: 2,656 shares; 2025Q3: 2,649 shares 2,649 $1.76M 0.29% -7 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: 49,102 shares; 2024Q4: 49,723 shares; 2025Q1: 47,506 shares; 2025Q2: 52,316 shares; 2025Q3: 50,556 shares 50,556 $1.69M 0.28% -1,760 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: 25,118 shares; 2024Q4: 26,163 shares; 2025Q1: 25,611 shares; 2025Q2: 24,581 shares; 2025Q3: 24,225 shares 24,225 $1.68M 0.27% -356 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: 5,960 shares; 2024Q4: 6,192 shares; 2025Q1: 5,832 shares; 2025Q2: 6,555 shares; 2025Q3: 6,359 shares 6,359 $1.62M 0.26% -196 Timeline PRFZ 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: 3,427 shares; 2024Q4: 3,429 shares; 2025Q1: 7,640 shares; 2025Q2: 35,954 shares; 2025Q3: 34,453 shares 34,453 $1.56M 0.26% -1,501 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: 9,570 shares; 2024Q4: 9,818 shares; 2025Q1: 9,630 shares; 2025Q2: 11,001 shares; 2025Q3: 10,976 shares 10,976 $1.56M 0.26% -25 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,142 shares; 2024Q4: 17,987 shares; 2025Q1: 17,862 shares; 2025Q2: 18,050 shares; 2025Q3: 18,070 shares 18,070 $1.53M 0.25% +20 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: 19,463 shares; 2024Q4: 21,476 shares; 2025Q1: 21,308 shares; 2025Q2: 19,742 shares; 2025Q3: 20,585 shares 20,585 $1.53M 0.25% +843 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,353 shares; 2024Q4: 64,206 shares; 2025Q1: 74,152 shares; 2025Q2: 18,775 shares; 2025Q3: 24,592 shares 24,592 $1.4M 0.23% +5,817 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: 3,545 shares; 2024Q4: 3,556 shares; 2025Q1: 3,558 shares; 2025Q2: 4,532 shares; 2025Q3: 4,536 shares 4,536 $1.4M 0.23% +4 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,567 shares; 2024Q4: 30,714 shares; 2025Q1: 30,297 shares; 2025Q2: 29,236 shares; 2025Q3: 28,587 shares 28,587 $1.29M 0.21% -649 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: 16,416 shares; 2024Q4: 20,013 shares; 2025Q1: 18,892 shares; 2025Q2: 19,645 shares; 2025Q3: 20,879 shares 20,879 $1.25M 0.2% +1,234 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: 7,138 shares; 2024Q4: 7,083 shares; 2025Q1: 7,086 shares; 2025Q2: 7,130 shares; 2025Q3: 7,139 shares 7,139 $1.19M 0.2% +9 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: 2,091 shares; 2024Q4: 1,872 shares; 2025Q1: 2,000 shares; 2025Q2: 7,266 shares; 2025Q3: 7,444 shares 7,444 $1.16M 0.19% +178 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 19,904 shares; 2025Q1: 21,014 shares; 2025Q2: 20,617 shares; 2025Q3: 19,811 shares 19,811 $1.09M 0.18% -806 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,599 shares; 2024Q4: 51,659 shares; 2025Q1: 48,357 shares; 2025Q2: 46,553 shares; 2025Q3: 43,917 shares 43,917 $986K 0.16% -2,636 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,890 shares; 2025Q3: 36,030 shares 36,030 $874K 0.14% +5,140 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 8,065 shares; 2025Q1: 8,065 shares; 2025Q2: 16,429 shares; 2025Q3: 17,967 shares 17,967 $860K 0.14% +1,538 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,967 shares; 2025Q1: 6,636 shares; 2025Q2: 6,663 shares; 2025Q3: 6,441 shares 6,441 $821K 0.13% -222 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: 755 shares; 2024Q4: 720 shares; 2025Q1: 728 shares; 2025Q2: 1,185 shares; 2025Q3: 1,115 shares 1,115 $819K 0.13% -70 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: 3,359 shares; 2024Q4: 3,422 shares; 2025Q1: 3,487 shares; 2025Q2: 3,949 shares; 2025Q3: 3,697 shares 3,697 $812K 0.13% -252 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: 8,404 shares; 2024Q4: 8,909 shares; 2025Q1: 8,809 shares; 2025Q2: 8,822 shares; 2025Q3: 8,722 shares 8,722 $811K 0.13% -100 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,940 shares; 2025Q1: 6,146 shares; 2025Q2: 5,893 shares; 2025Q3: 5,558 shares 5,558 $809K 0.13% -335 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: 1,359 shares; 2024Q4: 1,360 shares; 2025Q1: 1,337 shares; 2025Q2: 1,332 shares; 2025Q3: 1,261 shares 1,261 $757K 0.12% -71 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.12% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,529 shares; 2025Q3: 28,807 shares 28,807 $724K 0.12% +278 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: 2,069 shares; 2024Q4: 2,061 shares; 2025Q1: 2,080 shares; 2025Q2: 2,893 shares; 2025Q3: 2,886 shares 2,886 $668K 0.11% -7 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 928 shares; 2025Q1: 925 shares; 2025Q2: 935 shares; 2025Q3: 925 shares 925 $632K 0.1% -10 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: 1,651 shares; 2024Q4: 1,703 shares; 2025Q1: 1,739 shares; 2025Q2: 1,979 shares; 2025Q3: 1,987 shares 1,987 $627K 0.1% +8 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: 15,776 shares; 2024Q4: 15,776 shares; 2025Q1: 15,776 shares; 2025Q2: 15,776 shares; 2025Q3: 15,776 shares 15,776 $608K 0.1% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 1,759 shares 1,759 $608K 0.1% +1,701 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,786 shares; 2024Q4: 16,226 shares; 2025Q1: 15,863 shares; 2025Q2: 13,934 shares; 2025Q3: 13,291 shares 13,291 $577K 0.09% -643 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: 3,774 shares; 2024Q4: 3,668 shares; 2025Q1: 3,625 shares; 2025Q2: 4,995 shares; 2025Q3: 4,901 shares 4,901 $553K 0.09% -94 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: 1,414 shares; 2024Q4: 1,426 shares; 2025Q1: 1,432 shares; 2025Q2: 1,608 shares; 2025Q3: 1,638 shares 1,638 $540K 0.09% +30 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,134 shares; 2025Q3: 4,124 shares 4,124 $529K 0.09% -10 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: 2,309 shares; 2024Q4: 2,339 shares; 2025Q1: 1,231 shares; 2025Q2: 1,295 shares; 2025Q3: 1,166 shares 1,166 $519K 0.08% -129 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: 3,050 shares; 2024Q4: 3,017 shares; 2025Q1: 3,050 shares; 2025Q2: 3,541 shares; 2025Q3: 3,291 shares 3,291 $506K 0.08% -250 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares 1,779 $501K 0.08% 0 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: 144 shares; 2024Q4: 102 shares; 2025Q1: 4,299 shares; 2025Q2: 3,160 shares; 2025Q3: 3,131 shares 3,131 $486K 0.08% -29 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,622 shares 4,622 $476K 0.08% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,289 shares; 2025Q1: 6,569 shares; 2025Q2: 4,898 shares; 2025Q3: 4,943 shares 4,943 $470K 0.08% +45 Timeline VLUE 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: 3,499 shares; 2024Q4: 3,482 shares; 2025Q1: 3,621 shares; 2025Q2: 3,645 shares; 2025Q3: 3,664 shares 3,664 $458K 0.07% +19 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: 2,274 shares; 2024Q4: 2,242 shares; 2025Q1: 2,327 shares; 2025Q2: 2,100 shares; 2025Q3: 2,152 shares 2,152 $449K 0.07% +52 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,676 shares; 2025Q1: 7,708 shares; 2025Q2: 7,761 shares; 2025Q3: 8,506 shares 8,506 $431K 0.07% +745 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,069 shares; 2025Q1: 1,366 shares; 2025Q2: 1,090 shares; 2025Q3: 1,300 shares 1,300 $427K 0.07% +210 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: 132 shares; 2024Q4: 151 shares; 2025Q1: 153 shares; 2025Q2: 457 shares; 2025Q3: 451 shares 451 $417K 0.07% -6 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: 1,061 shares; 2024Q4: 1,156 shares; 2025Q1: 1,197 shares; 2025Q2: 1,238 shares; 2025Q3: 1,190 shares 1,190 $406K 0.07% -48 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: 6,831 shares; 2024Q4: 6,801 shares; 2025Q1: 6,831 shares; 2025Q2: 6,825 shares; 2025Q3: 6,802 shares 6,802 $406K 0.07% -23 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: 211 shares; 2024Q4: 199 shares; 2025Q1: 188 shares; 2025Q2: 226 shares; 2025Q3: 593 shares 593 $397K 0.06% +367 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: 6,426 shares; 2024Q4: 6,509 shares; 2025Q1: 6,512 shares; 2025Q2: 6,621 shares; 2025Q3: 7,203 shares 7,203 $390K 0.06% +582 Timeline SMH 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: 1,222 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,133 shares 1,133 $370K 0.06% -90 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,060 shares; 2025Q1: 2,063 shares; 2025Q2: 2,052 shares; 2025Q3: 2,017 shares 2,017 $353K 0.06% -35 Timeline VYMI 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: 3,900 shares; 2024Q4: 3,996 shares; 2025Q1: 4,027 shares; 2025Q2: 4,081 shares; 2025Q3: 4,131 shares 4,131 $350K 0.06% +50 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: 1,738 shares; 2024Q4: 1,730 shares; 2025Q1: 1,751 shares; 2025Q2: 2,764 shares; 2025Q3: 2,610 shares 2,610 $350K 0.06% -154 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: 292 shares; 2024Q4: 286 shares; 2025Q1: 289 shares; 2025Q2: 298 shares; 2025Q3: 283 shares 283 $339K 0.06% -15 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: 3,128 shares; 2024Q4: 3,077 shares; 2025Q1: 2,785 shares; 2025Q2: 3,944 shares; 2025Q3: 3,895 shares 3,895 $326K 0.05% -49 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: 3,592 shares; 2024Q4: 3,541 shares; 2025Q1: 3,552 shares; 2025Q2: 3,546 shares; 2025Q3: 3,552 shares 3,552 $325K 0.05% +6 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: 1,095 shares; 2024Q4: 1,096 shares; 2025Q1: 1,120 shares; 2025Q2: 1,179 shares; 2025Q3: 1,148 shares 1,148 $323K 0.05% -31 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: 443 shares; 2024Q4: 431 shares; 2025Q1: 446 shares; 2025Q2: 558 shares; 2025Q3: 545 shares 545 $310K 0.05% -13 Timeline IDEV 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: 4,207 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 3,856 shares; 2025Q3: 3,856 shares 3,856 $309K 0.05% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares 3,985 $305K 0.05% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 954 shares; 2025Q1: 990 shares; 2025Q2: 1,019 shares; 2025Q3: 942 shares 942 $304K 0.05% -77 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 7,384 shares; 2025Q1: 4,274 shares; 2025Q2: 3,647 shares; 2025Q3: 5,936 shares 5,936 $297K 0.05% +2,289 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: 72 shares; 2024Q4: 75 shares; 2025Q1: 82 shares; 2025Q2: 1,138 shares; 2025Q3: 1,129 shares 1,129 $294K 0.05% -9 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,322 shares; 2025Q1: 2,326 shares; 2025Q2: 2,330 shares; 2025Q3: 2,334 shares 2,334 $283K 0.05% +4 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: 682 shares; 2024Q4: 621 shares; 2025Q1: 626 shares; 2025Q2: 575 shares; 2025Q3: 576 shares 576 $280K 0.05% +1 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,547 shares; 2025Q1: 2,554 shares; 2025Q2: 2,551 shares; 2025Q3: 2,556 shares 2,556 $279K 0.05% +5 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: 324 shares; 2024Q4: 315 shares; 2025Q1: 328 shares; 2025Q2: 323 shares; 2025Q3: 336 shares 336 $256K 0.04% +13 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: 757 shares; 2024Q4: 872 shares; 2025Q1: 1,116 shares; 2025Q2: 1,671 shares; 2025Q3: 1,372 shares 1,372 $254K 0.04% -299 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: 383 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 517 shares; 2025Q3: 508 shares 508 $244K 0.04% -9 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: 847 shares; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,245 shares 4,245 $241K 0.04% -20 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: 2,769 shares; 2024Q4: 2,623 shares; 2025Q1: 2,707 shares; 2025Q2: 2,962 shares; 2025Q3: 2,860 shares 2,860 $240K 0.04% -102 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: 786 shares; 2024Q4: 766 shares; 2025Q1: 780 shares; 2025Q2: 788 shares; 2025Q3: 762 shares 762 $229K 0.04% -26 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: 615 shares; 2024Q4: 610 shares; 2025Q1: 612 shares; 2025Q2: 623 shares; 2025Q3: 616 shares 616 $228K 0.04% -7 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: 1,445 shares; 2024Q4: 1,438 shares; 2025Q1: 1,504 shares; 2025Q2: 1,327 shares; 2025Q3: 1,364 shares 1,364 $227K 0.04% +37 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 7,796 shares; 2025Q1: 7,803 shares; 2025Q2: 6,742 shares; 2025Q3: 6,748 shares 6,748 $215K 0.04% +6 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: 4,007 shares; 2024Q4: 3,581 shares; 2025Q1: 2,658 shares; 2025Q2: 1,818 shares; 2025Q3: 1,909 shares 1,909 $203K 0.03% +91 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: 298 shares; 2024Q4: 299 shares; 2025Q1: 302 shares; 2025Q2: 304 shares; 2025Q3: 276 shares 276 $198K 0.03% -28 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,384 shares; 2025Q1: 4,384 shares; 2025Q2: 4,384 shares; 2025Q3: 4,675 shares 4,675 $198K 0.03% +291 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 931 shares; 2025Q1: 916 shares; 2025Q2: 1,787 shares; 2025Q3: 1,460 shares 1,460 $198K 0.03% -327 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: 222 shares; 2024Q4: 219 shares; 2025Q1: 223 shares; 2025Q2: 247 shares; 2025Q3: 247 shares 247 $197K 0.03% 0 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: 1,140 shares; 2024Q4: 1,120 shares; 2025Q1: 1,175 shares; 2025Q2: 1,206 shares; 2025Q3: 1,074 shares 1,074 $196K 0.03% -132 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 12,366 shares; 2025Q1: 12,366 shares; 2025Q2: 12,366 shares; 2025Q3: 6,489 shares 6,489 $189K 0.03% -5,877 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: 2,508 shares; 2024Q4: 2,231 shares; 2025Q1: 2,106 shares; 2025Q2: 2,142 shares; 2025Q3: 2,568 shares 2,568 $189K 0.03% +426 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: 400 shares; 2024Q4: 409 shares; 2025Q1: 416 shares; 2025Q2: 430 shares; 2025Q3: 449 shares 449 $182K 0.03% +19 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: 1,383 shares; 2024Q4: 1,364 shares; 2025Q1: 1,369 shares; 2025Q2: 1,376 shares; 2025Q3: 1,380 shares 1,380 $181K 0.03% +4 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: 2,227 shares; 2024Q4: 2,215 shares; 2025Q1: 1,881 shares; 2025Q2: 1,901 shares; 2025Q3: 1,879 shares 1,879 $179K 0.03% -22 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: 368 shares; 2024Q4: 372 shares; 2025Q1: 379 shares; 2025Q2: 368 shares; 2025Q3: 366 shares 366 $175K 0.03% -2 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: 58 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 188 shares; 2025Q3: 183 shares 183 $174K 0.03% -5 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: 2,566 shares; 2024Q4: 2,826 shares; 2025Q1: 2,529 shares; 2025Q2: 2,967 shares; 2025Q3: 2,614 shares 2,614 $173K 0.03% -353 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: 390 shares; 2024Q4: 382 shares; 2025Q1: 388 shares; 2025Q2: 2,226 shares; 2025Q3: 2,041 shares 2,041 $173K 0.03% -185 Timeline SMLF 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 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 2,298 shares 2,298 $171K 0.03% -63 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: 2,352 shares; 2024Q4: 2,374 shares; 2025Q1: 2,358 shares; 2025Q2: 2,327 shares; 2025Q3: 2,295 shares 2,295 $160K 0.03% -32 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: 909 shares; 2024Q4: 922 shares; 2025Q1: 890 shares; 2025Q2: 930 shares; 2025Q3: 926 shares 926 $150K 0.02% -4 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: 241 shares; 2024Q4: 236 shares; 2025Q1: 240 shares; 2025Q2: 256 shares; 2025Q3: 241 shares 241 $148K 0.02% -15 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: 2,242 shares; 2024Q4: 2,207 shares; 2025Q1: 2,202 shares; 2025Q2: 2,335 shares; 2025Q3: 2,121 shares 2,121 $145K 0.02% -214 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: 1,319 shares; 2024Q4: 1,330 shares; 2025Q1: 1,342 shares; 2025Q2: 1,336 shares; 2025Q3: 1,312 shares 1,312 $144K 0.02% -24 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,159 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares 1,163 $143K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 550 shares; 2025Q1: 556 shares; 2025Q2: 721 shares; 2025Q3: 687 shares 687 $140K 0.02% -34 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 377 shares; 2025Q2: 395 shares; 2025Q3: 405 shares 405 $135K 0.02% +10 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 798 shares 798 $134K 0.02% +747 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: 394 shares; 2024Q4: 399 shares; 2025Q1: 407 shares; 2025Q2: 505 shares; 2025Q3: 473 shares 473 $133K 0.02% -32 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: 1,381 shares; 2024Q4: 1,340 shares; 2025Q1: 1,421 shares; 2025Q2: 1,579 shares; 2025Q3: 1,275 shares 1,275 $131K 0.02% -304 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: 113 shares; 2025Q1: 114 shares; 2025Q2: 116 shares; 2025Q3: 112 shares 112 $131K 0.02% -4 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: 1,517 shares; 2024Q4: 1,504 shares; 2025Q1: 1,466 shares; 2025Q2: 1,577 shares; 2025Q3: 1,575 shares 1,575 $130K 0.02% -2 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1,308 shares; 2025Q3: 1,474 shares 1,474 $129K 0.02% +166 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: 1,417 shares; 2024Q4: 1,212 shares; 2025Q1: 1,220 shares; 2025Q2: 1,318 shares; 2025Q3: 1,253 shares 1,253 $127K 0.02% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,948 shares 1,948 $127K 0.02% +853 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: 4,805 shares; 2024Q4: 4,784 shares; 2025Q1: 4,824 shares; 2025Q2: 5,128 shares; 2025Q3: 4,440 shares 4,440 $125K 0.02% -688 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: 485 shares; 2024Q4: 498 shares; 2025Q1: 472 shares; 2025Q2: 438 shares; 2025Q3: 348 shares 348 $120K 0.02% -90 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: 459 shares; 2024Q4: 460 shares; 2025Q1: 462 shares; 2025Q2: 477 shares; 2025Q3: 491 shares 491 $116K 0.02% +14 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: 175 shares; 2024Q4: 178 shares; 2025Q1: 179 shares; 2025Q2: 184 shares; 2025Q3: 164 shares 164 $114K 0.02% -20 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: 266 shares; 2024Q4: 251 shares; 2025Q1: 249 shares; 2025Q2: 261 shares; 2025Q3: 259 shares 259 $109K 0.02% -2 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: 349 shares; 2024Q4: 339 shares; 2025Q1: 469 shares; 2025Q2: 511 shares; 2025Q3: 515 shares 515 $105K 0.02% +4 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: 409 shares; 2024Q4: 398 shares; 2025Q1: 400 shares; 2025Q2: 435 shares; 2025Q3: 440 shares 440 $105K 0.02% +5 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: 605 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 674 shares; 2025Q3: 659 shares 659 $105K 0.02% -15 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 352 shares; 2025Q3: 352 shares 352 $103K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares 221 $102K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 373 shares; 2025Q1: 228 shares; 2025Q2: 203 shares; 2025Q3: 210 shares 210 $102K 0.02% +7 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: 561 shares; 2024Q4: 562 shares; 2025Q1: 558 shares; 2025Q2: 596 shares; 2025Q3: 593 shares 593 $99.9K 0.02% -3 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: 362 shares; 2024Q4: 339 shares; 2025Q1: 353 shares; 2025Q2: 382 shares; 2025Q3: 406 shares 406 $99.8K 0.02% +24 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 499 shares; 2025Q1: 507 shares; 2025Q2: 551 shares; 2025Q3: 555 shares 555 $99.2K 0.02% +4 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: 641 shares; 2024Q4: 620 shares; 2025Q1: 624 shares; 2025Q2: 643 shares; 2025Q3: 684 shares 684 $98.9K 0.02% +41 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,267 shares; 2024Q4: 13,267 shares; 2025Q1: 13,267 shares; 2025Q2: 13,267 shares; 2025Q3: 13,267 shares 13,267 $98.7K 0.02% 0 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: 1,508 shares; 2024Q4: 1,431 shares; 2025Q1: 1,497 shares; 2025Q2: 1,958 shares; 2025Q3: 1,909 shares 1,909 $98.5K 0.02% -49 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: 304 shares; 2024Q4: 294 shares; 2025Q1: 298 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $96.1K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 288 shares; 2025Q3: 269 shares 269 $94.5K 0.02% -19 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: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares 265 $94.2K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 17 shares 17 $91.8K 0.01% -1 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: 203 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 203 shares; 2025Q3: 186 shares 186 $91.8K 0.01% -17 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: 1,432 shares; 2024Q4: 1,495 shares; 2025Q1: 1,524 shares; 2025Q2: 1,663 shares; 2025Q3: 1,342 shares 1,342 $88.7K 0.01% -321 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: 172 shares; 2024Q4: 165 shares; 2025Q1: 170 shares; 2025Q2: 179 shares; 2025Q3: 186 shares 186 $88.3K 0.01% +7 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: 193 shares; 2024Q4: 235 shares; 2025Q1: 189 shares; 2025Q2: 200 shares; 2025Q3: 175 shares 175 $87.4K 0.01% -25 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: 554 shares; 2024Q4: 569 shares; 2025Q1: 590 shares; 2025Q2: 592 shares; 2025Q3: 607 shares 607 $86.9K 0.01% +15 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: 65 shares; 2024Q4: 66 shares; 2025Q1: 70 shares; 2025Q2: 79 shares; 2025Q3: 80 shares 80 $86.3K 0.01% +1 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: 229 shares; 2024Q4: 229 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 611 shares 611 $86.1K 0.01% +381 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: 4,282 shares; 2024Q4: 3,147 shares; 2025Q1: 3,828 shares; 2025Q2: 4,651 shares; 2025Q3: 3,367 shares 3,367 $85.8K 0.01% -1,284 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: 264 shares; 2024Q4: 285 shares; 2025Q1: 257 shares; 2025Q2: 295 shares; 2025Q3: 278 shares 278 $84.5K 0.01% -17 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: 2,931 shares; 2024Q4: 2,568 shares; 2025Q1: 2,626 shares; 2025Q2: 2,620 shares; 2025Q3: 2,513 shares 2,513 $84.3K 0.01% -107 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 4,021 shares; 2025Q1: 4,557 shares; 2025Q2: 5,197 shares; 2025Q3: 2,597 shares 2,597 $83.9K 0.01% -2,600 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: 769 shares; 2024Q4: 780 shares; 2025Q1: 851 shares; 2025Q2: 928 shares; 2025Q3: 855 shares 855 $83.8K 0.01% -73 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: 206 shares; 2024Q4: 211 shares; 2025Q1: 213 shares; 2025Q2: 223 shares; 2025Q3: 223 shares 223 $83.5K 0.01% 0 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 1,081 shares; 2025Q3: 1,007 shares 1,007 $82.6K 0.01% -74 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: 370 shares; 2024Q4: 295 shares; 2025Q1: 289 shares; 2025Q2: 681 shares; 2025Q3: 587 shares 587 $82.4K 0.01% -94 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: 2,010 shares; 2024Q4: 1,808 shares; 2025Q1: 1,849 shares; 2025Q2: 3,317 shares; 2025Q3: 1,845 shares 1,845 $81.1K 0.01% -1,472 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: 228 shares; 2024Q4: 231 shares; 2025Q1: 228 shares; 2025Q2: 239 shares; 2025Q3: 286 shares 286 $79.9K 0.01% +47 Timeline TRSY DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,576 shares 2,576 $77.7K 0.01% new 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: 70 shares; 2024Q4: 69 shares; 2025Q1: 84 shares; 2025Q2: 89 shares; 2025Q3: 98 shares 98 $76.5K 0.01% +9 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: 527 shares; 2025Q1: 563 shares; 2025Q2: 684 shares; 2025Q3: 524 shares 524 $76.4K 0.01% -160 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: 270 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 273 shares; 2025Q3: 213 shares 213 $75.1K 0.01% -60 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: 284 shares; 2024Q4: 281 shares; 2025Q1: 289 shares; 2025Q2: 299 shares; 2025Q3: 264 shares 264 $74.5K 0.01% -35 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: 1,180 shares; 2024Q4: 1,162 shares; 2025Q1: 1,157 shares; 2025Q2: 1,141 shares; 2025Q3: 1,091 shares 1,091 $73.5K 0.01% -50 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98 $73.5K 0.01% 0 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: 165 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 171 shares; 2025Q3: 172 shares 172 $72.6K 0.01% +1 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: 224 shares; 2024Q4: 222 shares; 2025Q1: 229 shares; 2025Q2: 255 shares; 2025Q3: 255 shares 255 $72K 0.01% 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: 397 shares; 2024Q4: 469 shares; 2025Q1: 250 shares; 2025Q2: 361 shares; 2025Q3: 337 shares 337 $70.9K 0.01% -24 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,446 shares; 2025Q1: 1,077 shares; 2025Q2: 1,100 shares; 2025Q3: 1,041 shares 1,041 $70.3K 0.01% -59 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $70.1K 0.01% 0 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: 344 shares; 2024Q4: 338 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 347 shares 347 $69.7K 0.01% 0 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: 448 shares; 2024Q4: 458 shares; 2025Q1: 462 shares; 2025Q2: 466 shares; 2025Q3: 470 shares 470 $69.3K 0.01% +4 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: 212 shares; 2024Q4: 218 shares; 2025Q1: 224 shares; 2025Q2: 232 shares; 2025Q3: 236 shares 236 $69.3K 0.01% +4 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 453 shares; 2025Q1: 465 shares; 2025Q2: 497 shares; 2025Q3: 459 shares 459 $69.2K 0.01% -38 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 2,323 shares; 2025Q3: 1,680 shares 1,680 $69.1K 0.01% -643 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: 623 shares; 2024Q4: 621 shares; 2025Q1: 832 shares; 2025Q2: 853 shares; 2025Q3: 837 shares 837 $67.5K 0.01% -16 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: 239 shares; 2024Q4: 242 shares; 2025Q1: 245 shares; 2025Q2: 253 shares; 2025Q3: 245 shares 245 $66.6K 0.01% -8 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: 627 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 596 shares 596 $66.6K 0.01% -12 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: 325 shares; 2024Q4: 324 shares; 2025Q1: 357 shares; 2025Q2: 410 shares; 2025Q3: 397 shares 397 $66.4K 0.01% -13 Timeline FISK EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 9,848 shares; 2025Q1: 9,848 shares; 2025Q2: 9,848 shares; 2025Q3: 9,848 shares 9,848 $66.3K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $64.6K 0.01% 0 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 135 shares 135 $64.3K 0.01% +1 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 158 shares; 2025Q1: 1,193 shares; 2025Q2: 912 shares; 2025Q3: 880 shares 880 $64.2K 0.01% -32 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: 306 shares; 2024Q4: 315 shares; 2025Q1: 317 shares; 2025Q2: 321 shares; 2025Q3: 230 shares 230 $64.2K 0.01% -91 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: 177 shares; 2024Q4: 170 shares; 2025Q1: 167 shares; 2025Q2: 193 shares; 2025Q3: 143 shares 143 $64K 0.01% -50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 408 shares; 2025Q2: 489 shares; 2025Q3: 474 shares 474 $63.5K 0.01% -15 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares 765 $63.5K 0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 618 shares; 2025Q3: 623 shares 623 $62.5K 0.01% +5 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares 1,076 $61.8K 0.01% 0 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 407 shares; 2025Q3: 405 shares 405 $61.6K 0.01% -2 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; 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: 2,219 shares; 2025Q3: 2,219 shares 2,219 $60.9K 0.01% 0 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: 183 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 319 shares; 2025Q3: 319 shares 319 $60.8K 0.01% 0 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: 15,509 shares; 2024Q4: 46,887 shares; 2025Q1: 24,434 shares; 2025Q2: 2,152 shares; 2025Q3: 2,360 shares 2,360 $60.7K 0.01% +208 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: 71 shares; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 65 shares 65 $59.8K 0.01% -9 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: 2,952 shares; 2024Q4: 2,685 shares; 2025Q1: 2,588 shares; 2025Q2: 2,909 shares; 2025Q3: 2,365 shares 2,365 $58.1K 0.01% -544 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,456 shares; 2025Q1: 9,294 shares; 2025Q2: 3,765 shares; 2025Q3: 2,120 shares 2,120 $57.1K 0.01% -1,645 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 637 shares 637 $56.9K 0.01% 0 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: 440 shares; 2024Q4: 418 shares; 2025Q1: 422 shares; 2025Q2: 405 shares; 2025Q3: 387 shares 387 $56.6K 0.01% -18 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares 1,370 $55.4K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 467 shares; 2025Q3: 446 shares 446 $55K 0.01% -21 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: 771 shares; 2024Q4: 610 shares; 2025Q1: 623 shares; 2025Q2: 577 shares; 2025Q3: 479 shares 479 $54.9K 0.01% -98 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: 2,890 shares 2,890 $54.7K 0.01% new 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: 77 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 83 shares; 2025Q3: 76 shares 76 $54.5K 0.01% -7 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: 448 shares; 2024Q4: 552 shares; 2025Q1: 496 shares; 2025Q2: 591 shares; 2025Q3: 435 shares 435 $53.8K 0.01% -156 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: 89 shares; 2024Q4: 9 shares; 2025Q1: 88 shares; 2025Q2: 1,023 shares; 2025Q3: 963 shares 963 $53.7K 0.01% -60 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: 522 shares; 2024Q4: 475 shares; 2025Q1: 518 shares; 2025Q2: 584 shares; 2025Q3: 483 shares 483 $53.6K 0.01% -101 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 403 shares; 2025Q1: 405 shares; 2025Q2: 406 shares; 2025Q3: 408 shares 408 $53.5K 0.01% +2 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 703 shares; 2025Q1: 841 shares; 2025Q2: 914 shares; 2025Q3: 449 shares 449 $53.4K 0.01% -465 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: 283 shares; 2024Q4: 292 shares; 2025Q1: 289 shares; 2025Q2: 315 shares; 2025Q3: 293 shares 293 $52.2K 0.01% -22 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: 209 shares; 2024Q4: 200 shares; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 193 shares 193 $52.1K 0.01% -12 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: 200 shares; 2024Q4: 206 shares; 2025Q1: 212 shares; 2025Q2: 256 shares; 2025Q3: 209 shares 209 $51.6K 0.01% -47 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: 320 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 271 shares; 2025Q3: 259 shares 259 $50.6K 0.01% -12 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: 340 shares; 2024Q4: 297 shares; 2025Q1: 307 shares; 2025Q2: 222 shares; 2025Q3: 255 shares 255 $50.6K 0.01% +33 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: 939 shares; 2024Q4: 851 shares; 2025Q1: 870 shares; 2025Q2: 912 shares; 2025Q3: 828 shares 828 $50.5K 0.01% -84 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 868 shares; 2025Q1: 851 shares; 2025Q2: 861 shares; 2025Q3: 854 shares 854 $49.6K 0.01% -7 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: 116 shares; 2024Q4: 112 shares; 2025Q1: 114 shares; 2025Q2: 127 shares; 2025Q3: 116 shares 116 $49.4K 0.01% -11 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: 106 shares; 2024Q4: 102 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares 108 $49.4K 0.01% 0 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: 689 shares; 2024Q4: 505 shares; 2025Q1: 748 shares; 2025Q2: 520 shares; 2025Q3: 515 shares 515 $49K 0.01% -5 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares 410 $49K 0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 389 shares; 2025Q3: 389 shares 389 $49K 0.01% 0 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: 164 shares; 2024Q4: 159 shares; 2025Q1: 183 shares; 2025Q2: 197 shares; 2025Q3: 194 shares 194 $48.8K 0.01% -3 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: 139 shares; 2024Q4: 157 shares; 2025Q1: 158 shares; 2025Q2: 171 shares; 2025Q3: 146 shares 146 $48K 0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 118 shares 118 $47.5K 0.01% +68 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: 506 shares; 2024Q4: 498 shares; 2025Q1: 527 shares; 2025Q2: 581 shares; 2025Q3: 564 shares 564 $47.4K 0.01% -17 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: 481 shares; 2024Q4: 460 shares; 2025Q1: 468 shares; 2025Q2: 599 shares; 2025Q3: 485 shares 485 $47.4K 0.01% -114 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: 314 shares; 2024Q4: 323 shares; 2025Q1: 340 shares; 2025Q2: 331 shares; 2025Q3: 339 shares 339 $47K 0.01% +8 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: 286 shares; 2024Q4: 275 shares; 2025Q1: 273 shares; 2025Q2: 266 shares; 2025Q3: 230 shares 230 $46.4K 0.01% -36 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: 1,163 shares; 2024Q4: 1,097 shares; 2025Q1: 1,099 shares; 2025Q2: 1,083 shares; 2025Q3: 946 shares 946 $45.7K 0.01% -137 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 596 shares; 2025Q3: 581 shares 581 $45.6K 0.01% -15 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 473 shares; 2025Q2: 984 shares; 2025Q3: 924 shares 924 $45.3K 0.01% -60 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 92 shares; 2025Q3: 92 shares 92 $45.2K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,503 shares; 2025Q1: 3,689 shares; 2025Q2: 4,194 shares; 2025Q3: 3,724 shares 3,724 $44.5K 0.01% -470 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: 349 shares; 2024Q4: 334 shares; 2025Q1: 339 shares; 2025Q2: 343 shares; 2025Q3: 331 shares 331 $44.2K 0.01% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 94 shares 94 $44K 0.01% +19 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 171 shares; 2025Q3: 173 shares 173 $43.5K 0.01% +2 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: 176 shares; 2024Q4: 176 shares; 2025Q1: 182 shares; 2025Q2: 188 shares; 2025Q3: 200 shares 200 $42.9K 0.01% +12 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: 1,342 shares; 2024Q4: 1,397 shares; 2025Q1: 1,479 shares; 2025Q2: 1,352 shares; 2025Q3: 1,361 shares 1,361 $42.8K 0.01% +9 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: 170 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 169 shares; 2025Q3: 153 shares 153 $41.9K 0.01% -16 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: 118 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 200 shares; 2025Q3: 196 shares 196 $41.7K 0.01% -4 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: 684 shares; 2024Q4: 654 shares; 2025Q1: 666 shares; 2025Q2: 724 shares; 2025Q3: 547 shares 547 $41.3K 0.01% -177 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: 120 shares; 2024Q4: 117 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 105 shares 105 $41.1K 0.01% -10 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: 272 shares; 2024Q4: 251 shares; 2025Q1: 256 shares; 2025Q2: 358 shares; 2025Q3: 252 shares 252 $40.9K 0.01% -106 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 323 shares; 2025Q1: 234 shares; 2025Q2: 668 shares; 2025Q3: 525 shares 525 $40.8K 0.01% -143 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: 74 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 217 shares; 2025Q3: 217 shares 217 $40.7K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 464 shares; 2025Q1: 463 shares; 2025Q2: 501 shares; 2025Q3: 502 shares 502 $40.1K 0.01% +1 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: 442 shares; 2024Q4: 419 shares; 2025Q1: 429 shares; 2025Q2: 225 shares; 2025Q3: 216 shares 216 $39.7K 0.01% -9 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: 391 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 431 shares; 2025Q3: 436 shares 436 $39.7K 0.01% +5 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 555 shares; 2025Q1: 584 shares; 2025Q2: 594 shares; 2025Q3: 582 shares 582 $39.2K 0.01% -12 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: 197 shares; 2024Q4: 188 shares; 2025Q1: 194 shares; 2025Q2: 196 shares; 2025Q3: 192 shares 192 $38.7K 0.01% -4 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 153 shares; 2025Q3: 149 shares 149 $38.5K 0.01% -4 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 881 shares; 2025Q2: 1,053 shares; 2025Q3: 1,269 shares 1,269 $38.4K 0.01% +216 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: 320 shares; 2024Q4: 314 shares; 2025Q1: 307 shares; 2025Q2: 344 shares; 2025Q3: 270 shares 270 $38.3K 0.01% -74 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: 301 shares; 2024Q4: 268 shares; 2025Q1: 332 shares; 2025Q2: 320 shares; 2025Q3: 308 shares 308 $38.1K 0.01% -12 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 107 shares; 2025Q2: 105 shares; 2025Q3: 106 shares 106 $37.8K 0.01% +1 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: 374 shares; 2024Q4: 329 shares; 2025Q1: 365 shares; 2025Q2: 405 shares; 2025Q3: 330 shares 330 $37.7K 0.01% -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: 206 shares; 2024Q4: 200 shares; 2025Q1: 207 shares; 2025Q2: 239 shares; 2025Q3: 219 shares 219 $37.4K 0.01% -20 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 364 shares; 2025Q1: 371 shares; 2025Q2: 378 shares; 2025Q3: 341 shares 341 $37.1K 0.01% -37 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: 105 shares; 2024Q4: 103 shares; 2025Q1: 99 shares; 2025Q2: 112 shares; 2025Q3: 108 shares 108 $36.8K 0.01% -4 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: 350 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 415 shares; 2025Q3: 402 shares 402 $36.5K 0.01% -13 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: 76 shares; 2024Q4: 79 shares; 2025Q1: 82 shares; 2025Q2: 80 shares; 2025Q3: 79 shares 79 $36.1K 0.01% -1 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: 228 shares; 2024Q4: 204 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 213 shares 213 $36.1K 0.01% +12 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: 80 shares; 2024Q4: 79 shares; 2025Q1: 73 shares; 2025Q2: 83 shares; 2025Q3: 72 shares 72 $35.9K 0.01% -11 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: 33 shares; 2024Q4: 35 shares; 2025Q1: 33 shares; 2025Q2: 36 shares; 2025Q3: 37 shares 37 $35.8K 0.01% +1 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 113 shares; 2025Q2: 120 shares; 2025Q3: 106 shares 106 $35.8K 0.01% -14 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: 103 shares; 2024Q4: 105 shares; 2025Q1: 107 shares; 2025Q2: 112 shares; 2025Q3: 112 shares 112 $35.6K 0.01% 0 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: 43 shares; 2024Q4: 45 shares; 2025Q1: 46 shares; 2025Q2: 50 shares; 2025Q3: 46 shares 46 $35.5K 0.01% -4 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,408 shares; 2025Q1: 1,422 shares; 2025Q2: 1,622 shares; 2025Q3: 1,932 shares 1,932 $35.4K 0.01% +310 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 390 shares; 2025Q3: 366 shares 366 $35.3K 0.01% -24 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 906 shares; 2025Q2: 926 shares; 2025Q3: 895 shares 895 $35.1K 0.01% -31 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: 745 shares; 2024Q4: 721 shares; 2025Q1: 431 shares; 2025Q2: 407 shares; 2025Q3: 370 shares 370 $35K 0.01% -37 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares 575 $34.9K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,350 shares; 2025Q3: 1,304 shares 1,304 $34.4K 0.01% -46 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 38 shares; 2025Q3: 37 shares 37 $34.1K 0.01% -1 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: 256 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 241 shares; 2025Q3: 138 shares 138 $34K 0.01% -103 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: 196 shares; 2024Q4: 193 shares; 2025Q1: 157 shares; 2025Q2: 153 shares; 2025Q3: 157 shares 157 $33.9K 0.01% +4 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 112 shares; 2025Q1: 116 shares; 2025Q2: 118 shares; 2025Q3: 120 shares 120 $33.5K 0.01% +2 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: 13,338 shares; 2025Q1: 14,949 shares; 2025Q2: 19,924 shares; 2025Q3: 1,399 shares 1,399 $33.5K 0.01% -18,525 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: 125 shares; 2024Q4: 115 shares; 2025Q1: 126 shares; 2025Q2: 151 shares; 2025Q3: 156 shares 156 $33.5K 0.01% +5 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 100 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $33.4K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 345 shares; 2025Q3: 310 shares 310 $33.4K 0.01% -35 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: 208 shares; 2024Q4: 201 shares; 2025Q1: 204 shares; 2025Q2: 192 shares; 2025Q3: 177 shares 177 $33.1K 0.01% -15 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: 206 shares; 2024Q4: 188 shares; 2025Q1: 183 shares; 2025Q2: 192 shares; 2025Q3: 266 shares 266 $33.1K 0.01% +74 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: 34 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 36 shares; 2025Q3: 34 shares 34 $32.5K 0.01% -2 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: 84 shares; 2024Q4: 94 shares; 2025Q1: 109 shares; 2025Q2: 104 shares; 2025Q3: 96 shares 96 $32.4K 0.01% -8 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: 302 shares; 2024Q4: 283 shares; 2025Q1: 286 shares; 2025Q2: 283 shares; 2025Q3: 251 shares 251 $32.4K 0.01% -32 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 393 shares; 2025Q1: 450 shares; 2025Q2: 375 shares; 2025Q3: 423 shares 423 $32K 0.01% +48 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 366 shares 366 $31.9K 0.01% 0 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: 77 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98 $31.7K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 192 shares; 2025Q1: 196 shares; 2025Q2: 199 shares; 2025Q3: 201 shares 201 $31.7K 0.01% +2 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares 380 $31.4K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 1,055 shares; 2025Q1: 1,073 shares; 2025Q2: 1,424 shares; 2025Q3: 957 shares 957 $31.2K 0.01% -467 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 293 shares; 2025Q3: 298 shares 298 $31.1K 0.01% +5 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 245 shares; 2025Q1: 346 shares; 2025Q2: 342 shares; 2025Q3: 253 shares 253 $30.9K 0.01% -89 Timeline CUSHMAN & WAKEFIELD UK HOLDC CUSHMAN & WAKEFIELD UK HOLDC More: the full row for CUSHMAN & WAKEFIELD UK HOLDC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 1,707 shares; 2025Q3: 1,926 shares 1,926 $30.7K 0.01% +219 POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 434 shares; 2025Q1: 459 shares; 2025Q2: 829 shares; 2025Q3: 687 shares 687 $30.2K <0.01% -142 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 492 shares; 2025Q3: 494 shares 494 $30.2K <0.01% +2 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 175 shares; 2025Q1: 150 shares; 2025Q2: 292 shares; 2025Q3: 311 shares 311 $29.7K <0.01% +19 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares 1,318 $29.4K <0.01% 0 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: 510 shares; 2024Q4: 464 shares; 2025Q1: 474 shares; 2025Q2: 483 shares; 2025Q3: 482 shares 482 $29.3K <0.01% -1 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 206 shares; 2025Q3: 425 shares 425 $29.1K <0.01% +219 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: 127 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 131 shares; 2025Q3: 121 shares 121 $29.1K <0.01% -10 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: 99 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 1,003 shares 1,003 $29K <0.01% +965 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: 404 shares; 2024Q4: 406 shares; 2025Q1: 466 shares; 2025Q2: 477 shares; 2025Q3: 240 shares 240 $28.8K <0.01% -237 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: 112 shares; 2024Q4: 101 shares; 2025Q1: 112 shares; 2025Q2: 116 shares; 2025Q3: 99 shares 99 $28.5K <0.01% -17 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 253 shares; 2025Q1: 248 shares; 2025Q2: 240 shares; 2025Q3: 235 shares 235 $28.5K <0.01% -5 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: 45 shares; 2024Q4: 42 shares; 2025Q1: 52 shares; 2025Q2: 48 shares; 2025Q3: 44 shares 44 $28.1K <0.01% -4 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 248 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 248 shares 248 $28K <0.01% +5 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 143 shares 143 $28K <0.01% 0 Timeline EMCS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 809 shares; 2025Q3: 809 shares 809 $28K <0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,973 shares; 2025Q1: 1,903 shares; 2025Q2: 2,650 shares; 2025Q3: 3,174 shares 3,174 $27.6K <0.01% +524 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 391 shares 391 $27.5K <0.01% -11 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: 362 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 356 shares; 2025Q3: 332 shares 332 $27.3K <0.01% -24 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 129 shares; 2025Q3: 104 shares 104 $27.3K <0.01% -25 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 858 shares 858 $27.3K <0.01% +774 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 328 shares 328 $27.2K <0.01% -30 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,565 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,399 shares 3,399 $27.2K <0.01% -166 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares 55 $27K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,331 shares; 2025Q1: 2,372 shares; 2025Q2: 2,301 shares; 2025Q3: 1,651 shares 1,651 $26.8K <0.01% -650 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $26.7K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares 201 $26.6K <0.01% 0 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: 49 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 102 shares 102 $26.6K <0.01% +2 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005 $26.6K <0.01% 0 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 615 shares 615 $26.4K <0.01% +455 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: 1,930 shares; 2024Q4: 1,977 shares; 2025Q1: 1,338 shares; 2025Q2: 1,476 shares; 2025Q3: 968 shares 968 $26.3K <0.01% -508 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 129 shares 129 $26.3K <0.01% +30 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: 464 shares; 2024Q4: 258 shares; 2025Q1: 259 shares; 2025Q2: 299 shares; 2025Q3: 276 shares 276 $26.2K <0.01% -23 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 70 shares; 2025Q1: 82 shares; 2025Q2: 179 shares; 2025Q3: 179 shares 179 $26.1K <0.01% 0 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: 122 shares; 2024Q4: 148 shares; 2025Q1: 143 shares; 2025Q2: 166 shares; 2025Q3: 135 shares 135 $26K <0.01% -31 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: 315 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 308 shares; 2025Q3: 314 shares 314 $25.9K <0.01% +6 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: 152 shares; 2024Q4: 156 shares; 2025Q1: 145 shares; 2025Q2: 208 shares; 2025Q3: 195 shares 195 $25.8K <0.01% -13 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: 258 shares 258 $25.8K <0.01% 0 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: 27 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 31 shares 31 $25.6K <0.01% +1 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: 309 shares; 2024Q4: 271 shares; 2025Q1: 284 shares; 2025Q2: 294 shares; 2025Q3: 301 shares 301 $25.4K <0.01% +7 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 205 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 190 shares 190 $25.1K <0.01% -7 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: 106 shares; 2024Q4: 102 shares; 2025Q1: 106 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $25K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 158 shares; 2025Q3: 144 shares 144 $24.9K <0.01% -14 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 387 shares; 2025Q3: 387 shares 387 $24.4K <0.01% 0 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: 88 shares; 2024Q4: 88 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 89 shares 89 $24.4K <0.01% +2 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: 564 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 540 shares 540 $24.3K <0.01% +2 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: 80 shares; 2024Q4: 50 shares; 2025Q1: 134 shares; 2025Q2: 102 shares; 2025Q3: 172 shares 172 $24.1K <0.01% +70 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: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 16 shares 16 $23.9K <0.01% -3 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 299 shares; 2025Q3: 236 shares 236 $23.9K <0.01% -63 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: 205 shares; 2024Q4: 795 shares; 2025Q1: 798 shares; 2025Q2: 868 shares; 2025Q3: 819 shares 819 $23.6K <0.01% -49 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares 258 $23.6K <0.01% 0 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,251 shares; 2025Q1: 1,283 shares; 2025Q2: 1,330 shares; 2025Q3: 1,264 shares 1,264 $23.5K <0.01% -66 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: 132 shares; 2024Q4: 180 shares; 2025Q1: 197 shares; 2025Q2: 202 shares; 2025Q3: 233 shares 233 $23.4K <0.01% +31 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 110 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 89 shares 89 $23.1K <0.01% -23 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 40 shares; 2025Q3: 42 shares 42 $23K <0.01% +2 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 25 shares; 2025Q2: 122 shares; 2025Q3: 117 shares 117 $22.9K <0.01% -5 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: 149 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 148 shares; 2025Q3: 150 shares 150 $22.9K <0.01% +2 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: 62 shares; 2024Q4: 60 shares; 2025Q1: 61 shares; 2025Q2: 66 shares; 2025Q3: 66 shares 66 $22.9K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 247 shares; 2025Q1: 255 shares; 2025Q2: 289 shares; 2025Q3: 289 shares 289 $22.6K <0.01% 0 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: 388 shares; 2024Q4: 399 shares; 2025Q1: 411 shares; 2025Q2: 439 shares; 2025Q3: 448 shares 448 $22.6K <0.01% +9 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 651 shares; 2025Q3: 507 shares 507 $22.6K <0.01% -144 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: 304 shares; 2024Q4: 297 shares; 2025Q1: 302 shares; 2025Q2: 311 shares; 2025Q3: 267 shares 267 $22.4K <0.01% -44 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: 93 shares; 2024Q4: 97 shares; 2025Q1: 101 shares; 2025Q2: 128 shares; 2025Q3: 114 shares 114 $22.4K <0.01% -14 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 145 shares 145 $22.4K <0.01% -269 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 207 shares; 2025Q1: 455 shares; 2025Q2: 708 shares; 2025Q3: 296 shares 296 $22.3K <0.01% -412 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 423 shares; 2025Q1: 377 shares; 2025Q2: 322 shares; 2025Q3: 330 shares 330 $22.3K <0.01% +8 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: 125 shares; 2024Q4: 109 shares; 2025Q1: 123 shares; 2025Q2: 101 shares; 2025Q3: 94 shares 94 $22.2K <0.01% -7 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares 511 $22K <0.01% new 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: 138 shares; 2024Q4: 115 shares; 2025Q1: 126 shares; 2025Q2: 143 shares; 2025Q3: 140 shares 140 $22K <0.01% -3 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 68 shares; 2025Q1: 51 shares; 2025Q2: 166 shares; 2025Q3: 288 shares 288 $21.9K <0.01% +122 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 4,017 shares; 2025Q1: 676 shares; 2025Q2: 821 shares; 2025Q3: 678 shares 678 $21.8K <0.01% -143 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: 111 shares; 2024Q4: 170 shares; 2025Q1: 206 shares; 2025Q2: 179 shares; 2025Q3: 99 shares 99 $21.7K <0.01% -80 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 923 shares; 2025Q1: 776 shares; 2025Q2: 811 shares; 2025Q3: 1,131 shares 1,131 $21.6K <0.01% +320 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: 111 shares; 2024Q4: 116 shares; 2025Q1: 111 shares; 2025Q2: 132 shares; 2025Q3: 113 shares 113 $21.6K <0.01% -19 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 228 shares; 2025Q3: 263 shares 263 $21.6K <0.01% +35 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: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 33 shares; 2025Q3: 38 shares 38 $21.6K <0.01% +5 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 103 shares; 2025Q1: 110 shares; 2025Q2: 104 shares; 2025Q3: 122 shares 122 $21.4K <0.01% +18 Timeline EEMV 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: 322 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 333 shares; 2025Q3: 333 shares 333 $21.3K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 238 shares; 2025Q1: 233 shares; 2025Q2: 266 shares; 2025Q3: 204 shares 204 $21.2K <0.01% -62 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 254 shares; 2025Q2: 280 shares; 2025Q3: 257 shares 257 $21K <0.01% -23 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $20.9K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 127 shares; 2025Q1: 131 shares; 2025Q2: 127 shares; 2025Q3: 84 shares 84 $20.7K <0.01% -43 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 296 shares; 2025Q1: 164 shares; 2025Q2: 163 shares; 2025Q3: 151 shares 151 $20.5K <0.01% -12 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: 152 shares; 2024Q4: 115 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 106 shares 106 $20.4K <0.01% -13 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 320 shares; 2025Q1: 340 shares; 2025Q2: 665 shares; 2025Q3: 476 shares 476 $20.4K <0.01% -189 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 557 shares; 2025Q2: 544 shares; 2025Q3: 544 shares 544 $20.3K <0.01% 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: 376 shares; 2024Q4: 334 shares; 2025Q1: 346 shares; 2025Q2: 381 shares; 2025Q3: 322 shares 322 $20.1K <0.01% -59 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares 434 $20.1K <0.01% 0 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: 85 shares; 2024Q4: 88 shares; 2025Q1: 85 shares; 2025Q2: 100 shares; 2025Q3: 85 shares 85 $20K <0.01% -15 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: 278 shares; 2024Q4: 392 shares; 2025Q1: 575 shares; 2025Q2: 455 shares; 2025Q3: 458 shares 458 $20K <0.01% +3 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: 82 shares; 2024Q4: 86 shares; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 84 shares 84 $19.7K <0.01% -4 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $19.7K <0.01% 0 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: not reported; 2025Q2: 761 shares; 2025Q3: 761 shares 761 $19.6K <0.01% 0 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: 45 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 42 shares 42 $19.6K <0.01% -2 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 331 shares 331 $19.4K <0.01% -19 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: 327 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 282 shares; 2025Q3: 234 shares 234 $19.4K <0.01% -48 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 265 shares; 2025Q1: 311 shares; 2025Q2: 542 shares; 2025Q3: 557 shares 557 $19.3K <0.01% +15 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 164 shares; 2025Q3: 159 shares 159 $19.3K <0.01% -5 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: 124 shares; 2024Q4: 133 shares; 2025Q1: 114 shares; 2025Q2: 286 shares; 2025Q3: 160 shares 160 $19.2K <0.01% -126 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: 364 shares; 2024Q4: 323 shares; 2025Q1: 374 shares; 2025Q2: 445 shares; 2025Q3: 346 shares 346 $19.2K <0.01% -99 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 229 shares; 2025Q2: 219 shares; 2025Q3: 219 shares 219 $19.2K <0.01% 0 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: 166 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 178 shares; 2025Q3: 129 shares 129 $19.2K <0.01% -49 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 27 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 25 shares 25 $19K <0.01% -5 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: 27 shares; 2024Q4: 59 shares; 2025Q1: 63 shares; 2025Q2: 59 shares; 2025Q3: 63 shares 63 $18.9K <0.01% +4 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: 452 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 525 shares; 2025Q3: 268 shares 268 $18.8K <0.01% -257 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $18.8K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 654 shares; 2025Q2: 653 shares; 2025Q3: 583 shares 583 $18.8K <0.01% -70 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 685 shares; 2025Q3: 583 shares 583 $18.7K <0.01% -102 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 440 shares; 2025Q1: 363 shares; 2025Q2: 761 shares; 2025Q3: 704 shares 704 $18.5K <0.01% -57 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 353 shares; 2025Q3: 340 shares 340 $18.5K <0.01% -13 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 175 shares; 2025Q1: 178 shares; 2025Q2: 171 shares; 2025Q3: 152 shares 152 $18.5K <0.01% -19 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 76 shares; 2025Q2: 89 shares; 2025Q3: 83 shares 83 $18.3K <0.01% -6 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 81 shares; 2025Q3: 79 shares 79 $18.3K <0.01% -2 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 152 shares; 2025Q1: 146 shares; 2025Q2: 154 shares; 2025Q3: 130 shares 130 $18.3K <0.01% -24 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: 30 shares; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 34 shares; 2025Q3: 30 shares 30 $18.3K <0.01% -4 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: 154 shares; 2024Q4: 118 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 163 shares 163 $18.2K <0.01% +26 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 62 shares; 2025Q3: 56 shares 56 $18.1K <0.01% -6 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 88 shares 88 $18.1K <0.01% -7 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 310 shares; 2025Q1: 316 shares; 2025Q2: 352 shares; 2025Q3: 229 shares 229 $17.8K <0.01% -123 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: 240 shares; 2024Q4: 222 shares; 2025Q1: 239 shares; 2025Q2: 288 shares; 2025Q3: 250 shares 250 $17.8K <0.01% -38 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 59 shares; 2025Q2: 55 shares; 2025Q3: 55 shares 55 $17.8K <0.01% 0 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 129 shares; 2025Q3: 75 shares 75 $17.7K <0.01% -54 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 192 shares; 2025Q3: 174 shares 174 $17.6K <0.01% -18 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares 780 $17.6K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares 166 $17.6K <0.01% 0 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 572 shares; 2025Q1: 697 shares; 2025Q2: 572 shares; 2025Q3: 589 shares 589 $17.5K <0.01% +17 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $17.5K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 203 shares 203 $17.5K <0.01% new 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: 102 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 157 shares; 2025Q3: 151 shares 151 $17.5K <0.01% -6 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 84 shares; 2025Q3: 86 shares 86 $17.5K <0.01% +2 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 167 shares; 2025Q3: 167 shares 167 $17.4K <0.01% 0 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: 138 shares; 2024Q4: 145 shares; 2025Q1: 151 shares; 2025Q2: 161 shares; 2025Q3: 137 shares 137 $17.4K <0.01% -24 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 243 shares; 2025Q3: 143 shares 143 $17.4K <0.01% -100 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 105 shares; 2025Q3: 184 shares 184 $17.3K <0.01% +79 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 82 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $17.2K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 165 shares; 2025Q1: 171 shares; 2025Q2: 165 shares; 2025Q3: 153 shares 153 $17.2K <0.01% -12 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $17.2K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 203 shares 203 $17.1K <0.01% -3 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 297 shares; 2025Q3: 297 shares 297 $17.1K <0.01% 0 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: 113 shares; 2024Q4: 109 shares; 2025Q1: 112 shares; 2025Q2: 121 shares; 2025Q3: 106 shares 106 $16.9K <0.01% -15 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 4,635 shares; 2025Q1: 324 shares; 2025Q2: 328 shares; 2025Q3: 332 shares 332 $16.8K <0.01% +4 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 946 shares; 2025Q1: 962 shares; 2025Q2: 1,007 shares; 2025Q3: 659 shares 659 $16.8K <0.01% -348 Timeline SCHK 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: 257 shares; 2024Q4: 516 shares; 2025Q1: 515 shares; 2025Q2: 516 shares; 2025Q3: 518 shares 518 $16.6K <0.01% +2 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 170 shares; 2025Q2: 284 shares; 2025Q3: 199 shares 199 $16.6K <0.01% -85 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: 534 shares; 2024Q4: 512 shares; 2025Q1: 524 shares; 2025Q2: 1,845 shares; 2025Q3: 365 shares 365 $16.5K <0.01% -1,480 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: 112 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 157 shares; 2025Q3: 84 shares 84 $16.5K <0.01% -73 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 891 shares; 2025Q3: 580 shares 580 $16.5K <0.01% -311 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $16.4K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 37 shares; 2025Q1: 50 shares; 2025Q2: 78 shares; 2025Q3: 81 shares 81 $16.4K <0.01% +3 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: 48 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 66 shares; 2025Q3: 64 shares 64 $16.4K <0.01% -2 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: 37 shares; 2024Q4: 31 shares; 2025Q1: 37 shares; 2025Q2: 35 shares; 2025Q3: 36 shares 36 $16.4K <0.01% +1 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 136 shares; 2025Q1: 142 shares; 2025Q2: 137 shares; 2025Q3: 137 shares 137 $16.3K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 85 shares; 2025Q3: 58 shares 58 $16.3K <0.01% -27 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 65 shares; 2025Q3: 64 shares 64 $16.3K <0.01% -1 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $16.2K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 137 shares; 2025Q3: 99 shares 99 $16.2K <0.01% -38 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 912 shares; 2025Q1: 813 shares; 2025Q2: 1,219 shares; 2025Q3: 1,071 shares 1,071 $16.2K <0.01% -148 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 199 shares; 2025Q1: 138 shares; 2025Q2: 202 shares; 2025Q3: 171 shares 171 $16.1K <0.01% -31 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 266 shares; 2025Q3: 253 shares 253 $16.1K <0.01% -13 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 1,055 shares; 2025Q1: 1,098 shares; 2025Q2: 1,468 shares; 2025Q3: 1,411 shares 1,411 $16.1K <0.01% -57 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 301 shares; 2025Q1: 384 shares; 2025Q2: 411 shares; 2025Q3: 289 shares 289 $16K <0.01% -122 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 97 shares 97 $15.8K <0.01% -6 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 117 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 118 shares 118 $15.8K <0.01% +4 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: 390 shares; 2024Q4: 404 shares; 2025Q1: 344 shares; 2025Q2: 374 shares; 2025Q3: 313 shares 313 $15.8K <0.01% -61 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: 38 shares; 2024Q4: 31 shares; 2025Q1: 43 shares; 2025Q2: 28 shares; 2025Q3: 28 shares 28 $15.7K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: 19 shares; 2025Q3: 19 shares 19 $15.7K <0.01% 0 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 758 shares 758 $15.7K <0.01% -78 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 61 shares; 2025Q3: 47 shares 47 $15.6K <0.01% -14 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 158 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares 174 $15.6K <0.01% 0 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: 57 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 51 shares 51 $15.6K <0.01% -3 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: 68 shares; 2024Q4: 94 shares; 2025Q1: 90 shares; 2025Q2: 93 shares; 2025Q3: 90 shares 90 $15.6K <0.01% -3 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 112 shares; 2025Q1: 123 shares; 2025Q2: 172 shares; 2025Q3: 145 shares 145 $15.5K <0.01% -27 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 139 shares 139 $15.4K <0.01% -7 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 613 shares; 2025Q1: 689 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares 1,137 $15.3K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; 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: 461 shares; 2025Q3: 461 shares 461 $15.2K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 208 shares; 2025Q3: 198 shares 198 $15.1K <0.01% -10 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 87 shares; 2025Q1: 94 shares; 2025Q2: 139 shares; 2025Q3: 103 shares 103 $15K <0.01% -36 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 43 shares; 2025Q2: 193 shares; 2025Q3: 133 shares 133 $14.9K <0.01% -60 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: 36 shares; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 44 shares; 2025Q3: 36 shares 36 $14.9K <0.01% -8 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: 612 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 572 shares 572 $14.9K <0.01% -72 Timeline