ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618,186 shares; 2024Q4: 3,681,868 shares; 2025Q1: 3,782,324 shares; 2025Q2: 3,935,906 shares; 2025Q3: 3,958,928 shares 3,958,928 $577M 6.47% +23,022 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000,349 shares; 2024Q4: 5,497,557 shares; 2025Q1: 5,266,389 shares; 2025Q2: 5,592,724 shares; 2025Q3: 5,952,613 shares 5,952,613 $574M 6.45% +359,889 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991,572 shares; 2024Q4: 2,200,958 shares; 2025Q1: 2,333,555 shares; 2025Q2: 2,660,950 shares; 2025Q3: 2,737,919 shares 2,737,919 $533M 5.98% +76,969 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,038,593 shares; 2024Q4: 8,368,643 shares; 2025Q1: 8,003,625 shares; 2025Q2: 8,222,747 shares; 2025Q3: 7,993,987 shares 7,993,987 $531M 5.96% -228,760 Timeline IPAC 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: 7,900,840 shares; 2024Q4: 7,241,406 shares; 2025Q1: 7,240,026 shares; 2025Q2: 6,996,027 shares; 2025Q3: 6,818,292 shares 6,818,292 $501M 5.62% -177,735 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: 4,914,807 shares; 2024Q4: 4,654,639 shares; 2025Q1: 4,781,288 shares; 2025Q2: 4,856,346 shares; 2025Q3: 4,993,796 shares 4,993,796 $499M 5.6% +137,450 Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,292,484 shares; 2024Q4: 9,689,532 shares; 2025Q1: 9,889,011 shares; 2025Q2: 9,916,733 shares; 2025Q3: 10,293,782 shares 10,293,782 $456M 5.11% +377,049 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851,320 shares; 2024Q4: 5,554,443 shares; 2025Q1: 5,701,984 shares; 2025Q2: 6,501,658 shares; 2025Q3: 7,048,173 shares 7,048,173 $423M 4.75% +546,515 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358,355 shares; 2024Q4: 4,987,079 shares; 2025Q1: 5,056,789 shares; 2025Q2: 4,628,637 shares; 2025Q3: 4,509,738 shares 4,509,738 $360M 4.04% -118,899 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,341,141 shares; 2024Q4: 11,066,166 shares; 2025Q1: 11,077,642 shares; 2025Q2: 10,885,007 shares; 2025Q3: 10,346,991 shares 10,346,991 $332M 3.73% -538,016 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458,605 shares; 2024Q4: 1,933,528 shares; 2025Q1: 1,885,240 shares; 2025Q2: 1,975,369 shares; 2025Q3: 1,916,000 shares 1,916,000 $315M 3.54% -59,369 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,193,722 shares; 2024Q4: 3,988,291 shares; 2025Q1: 4,141,628 shares; 2025Q2: 4,298,078 shares; 2025Q3: 4,288,928 shares 4,288,928 $291M 3.27% -9,150 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: 1,143,390 shares; 2024Q4: 1,225,308 shares; 2025Q1: 1,202,019 shares; 2025Q2: 1,210,478 shares; 2025Q3: 1,133,565 shares 1,133,565 $291M 3.26% -76,913 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159,379 shares; 2024Q4: 2,250,666 shares; 2025Q1: 2,256,473 shares; 2025Q2: 2,218,495 shares; 2025Q3: 2,334,436 shares 2,334,436 $234M 2.63% +115,941 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: 368,205 shares; 2024Q4: 345,413 shares; 2025Q1: 315,877 shares; 2025Q2: 322,068 shares; 2025Q3: 320,877 shares 320,877 $196M 2.21% -1,191 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623,228 shares; 2024Q4: 1,977,542 shares; 2025Q1: 2,175,389 shares; 2025Q2: 2,144,773 shares; 2025Q3: 2,172,062 shares 2,172,062 $183M 2.05% +27,289 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: 2,812,968 shares; 2024Q4: 2,545,118 shares; 2025Q1: 2,516,666 shares; 2025Q2: 2,629,013 shares; 2025Q3: 2,484,576 shares 2,484,576 $164M 1.84% -144,437 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: 1,310,361 shares; 2024Q4: 1,251,908 shares; 2025Q1: 1,263,320 shares; 2025Q2: 1,243,071 shares; 2025Q3: 1,284,272 shares 1,284,272 $122M 1.37% +41,201 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593,161 shares; 2024Q4: 3,440,752 shares; 2025Q1: 2,032,023 shares; 2025Q2: 1,904,542 shares; 2025Q3: 1,925,396 shares 1,925,396 $113M 1.27% +20,854 Timeline VUSB 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: 1,548,986 shares; 2024Q4: 1,622,890 shares; 2025Q1: 1,726,644 shares; 2025Q2: 1,858,230 shares; 2025Q3: 2,016,210 shares 2,016,210 $101M 1.13% +157,980 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: 4,240,209 shares; 2024Q4: 6,433,412 shares; 2025Q1: 6,953,859 shares; 2025Q2: 4,436,571 shares; 2025Q3: 3,732,791 shares 3,732,791 $90.6M 1.02% -703,780 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 40,987 shares; 2025Q1: 46,062 shares; 2025Q2: 1,385,449 shares; 2025Q3: 1,823,937 shares 1,823,937 $70.2M 0.79% +438,488 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: 59,147 shares; 2024Q4: 53,176 shares; 2025Q1: 51,017 shares; 2025Q2: 90,111 shares; 2025Q3: 89,627 shares 89,627 $68.4M 0.77% -484 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: 301,069 shares; 2024Q4: 966,554 shares; 2025Q1: 964,867 shares; 2025Q2: 947,254 shares; 2025Q3: 944,925 shares 944,925 $62.7M 0.7% -2,329 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,772 shares; 2024Q4: 401,626 shares; 2025Q1: 410,848 shares; 2025Q2: 414,687 shares; 2025Q3: 424,853 shares 424,853 $58.7M 0.66% +10,166 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: 118,233 shares; 2024Q4: 98,512 shares; 2025Q1: 103,856 shares; 2025Q2: 106,924 shares; 2025Q3: 106,367 shares 106,367 $55.1M 0.62% -557 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,832 shares; 2024Q4: 524,826 shares; 2025Q1: 491,712 shares; 2025Q2: 317,263 shares; 2025Q3: 256,571 shares 256,571 $53.7M 0.6% -60,692 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: 204,525 shares; 2024Q4: 166,555 shares; 2025Q1: 169,861 shares; 2025Q2: 176,304 shares; 2025Q3: 178,067 shares 178,067 $45.3M 0.51% +1,763 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: 127,474 shares; 2024Q4: 104,933 shares; 2025Q1: 97,117 shares; 2025Q2: 58,561 shares; 2025Q3: 58,784 shares 58,784 $39.3M 0.44% +223 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,473 shares; 2024Q4: 470,926 shares; 2025Q1: 528,487 shares; 2025Q2: 505,641 shares; 2025Q3: 521,320 shares 521,320 $37.9M 0.43% +15,679 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,745 shares; 2024Q4: 404,326 shares; 2025Q1: 404,066 shares; 2025Q2: 422,046 shares; 2025Q3: 422,090 shares 422,090 $35.1M 0.39% +44 Timeline SCHZ 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: 451,188 shares; 2024Q4: 1,280,939 shares; 2025Q1: 1,382,096 shares; 2025Q2: 1,460,232 shares; 2025Q3: 1,479,884 shares 1,479,884 $34.7M 0.39% +19,652 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,402 shares; 2024Q4: 358,591 shares; 2025Q1: 393,936 shares; 2025Q2: 413,497 shares; 2025Q3: 377,273 shares 377,273 $29.8M 0.33% -36,224 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: 232,150 shares; 2024Q4: 133,200 shares; 2025Q1: 135,988 shares; 2025Q2: 141,139 shares; 2025Q3: 151,860 shares 151,860 $28.3M 0.32% +10,721 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 26,881 shares; 2025Q1: 28,781 shares; 2025Q2: 29,741 shares; 2025Q3: 29,153 shares 29,153 $27.2M 0.31% -588 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,480 shares; 2024Q4: 886,414 shares; 2025Q1: 856,656 shares; 2025Q2: 764,470 shares; 2025Q3: 551,435 shares 551,435 $25.8M 0.29% -213,035 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: 19,336 shares; 2024Q4: 187,997 shares; 2025Q1: 200,208 shares; 2025Q2: 217,299 shares; 2025Q3: 205,962 shares 205,962 $23M 0.26% -11,337 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,560 shares; 2024Q4: 367,097 shares; 2025Q1: 369,582 shares; 2025Q2: 356,103 shares; 2025Q3: 353,927 shares 353,927 $21M 0.24% -2,176 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,293 shares; 2024Q4: 219,805 shares; 2025Q1: 219,371 shares; 2025Q2: 189,777 shares; 2025Q3: 152,562 shares 152,562 $18.4M 0.21% -37,215 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,958 shares; 2024Q4: 67,715 shares; 2025Q1: 92,953 shares; 2025Q2: 99,934 shares; 2025Q3: 88,677 shares 88,677 $18.3M 0.21% -11,257 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,026 shares; 2024Q4: 312,128 shares; 2025Q1: 233,917 shares; 2025Q2: 336,100 shares; 2025Q3: 235,179 shares 235,179 $16M 0.18% -100,921 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,950 shares; 2024Q4: 545,102 shares; 2025Q1: 502,666 shares; 2025Q2: 445,815 shares; 2025Q3: 428,507 shares 428,507 $15.8M 0.18% -17,308 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: 85,713 shares; 2024Q4: 64,702 shares; 2025Q1: 70,596 shares; 2025Q2: 75,360 shares; 2025Q3: 71,833 shares 71,833 $15.8M 0.18% -3,527 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: 51,818 shares; 2024Q4: 44,648 shares; 2025Q1: 47,291 shares; 2025Q2: 47,654 shares; 2025Q3: 48,519 shares 48,519 $15.3M 0.17% +865 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,321 shares; 2024Q4: 25,019 shares; 2025Q1: 24,940 shares; 2025Q2: 23,782 shares; 2025Q3: 30,280 shares 30,280 $15.2M 0.17% +6,498 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,249 shares; 2025Q1: 21,368 shares; 2025Q2: 27,965 shares; 2025Q3: 42,984 shares 42,984 $14.3M 0.16% +15,019 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: 61,608 shares; 2024Q4: 37,338 shares; 2025Q1: 43,075 shares; 2025Q2: 45,870 shares; 2025Q3: 47,754 shares 47,754 $13.3M 0.15% +1,884 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,381 shares; 2024Q4: 89,060 shares; 2025Q1: 119,723 shares; 2025Q2: 130,700 shares; 2025Q3: 140,167 shares 140,167 $12.5M 0.14% +9,467 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: 49,034 shares; 2024Q4: 63,213 shares; 2025Q1: 65,875 shares; 2025Q2: 66,941 shares; 2025Q3: 66,979 shares 66,979 $12.4M 0.14% +38 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: 6,405 shares; 2024Q4: 29,491 shares; 2025Q1: 37,241 shares; 2025Q2: 37,479 shares; 2025Q3: 37,281 shares 37,281 $12.3M 0.14% -198 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,400 shares; 2024Q4: 157,838 shares; 2025Q1: 147,565 shares; 2025Q2: 145,291 shares; 2025Q3: 138,478 shares 138,478 $12.2M 0.14% -6,813 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: 27,098 shares; 2024Q4: 24,373 shares; 2025Q1: 22,980 shares; 2025Q2: 25,252 shares; 2025Q3: 24,422 shares 24,422 $11.4M 0.13% -830 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: 30,263 shares; 2024Q4: 26,726 shares; 2025Q1: 27,376 shares; 2025Q2: 27,840 shares; 2025Q3: 28,099 shares 28,099 $11.4M 0.13% +259 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: 76,118 shares; 2024Q4: 73,640 shares; 2025Q1: 75,908 shares; 2025Q2: 75,626 shares; 2025Q3: 73,988 shares 73,988 $11.4M 0.13% -1,638 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: 40,700 shares; 2024Q4: 39,095 shares; 2025Q1: 33,828 shares; 2025Q2: 29,678 shares; 2025Q3: 26,384 shares 26,384 $11.2M 0.13% -3,294 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: 122,416 shares; 2024Q4: 111,081 shares; 2025Q1: 105,636 shares; 2025Q2: 105,324 shares; 2025Q3: 99,686 shares 99,686 $11.2M 0.13% -5,638 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: 18,083 shares; 2024Q4: 15,786 shares; 2025Q1: 24,360 shares; 2025Q2: 23,774 shares; 2025Q3: 23,467 shares 23,467 $11.2M 0.13% -307 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: 39,212 shares; 2024Q4: 48,171 shares; 2025Q1: 47,603 shares; 2025Q2: 46,013 shares; 2025Q3: 46,499 shares 46,499 $10.8M 0.12% +486 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: 23,650 shares; 2024Q4: 12,457 shares; 2025Q1: 12,575 shares; 2025Q2: 14,318 shares; 2025Q3: 14,454 shares 14,454 $10.6M 0.12% +136 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: 61,900 shares; 2024Q4: 42,446 shares; 2025Q1: 44,461 shares; 2025Q2: 41,658 shares; 2025Q3: 42,362 shares 42,362 $10.3M 0.12% +704 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: 22,856 shares; 2024Q4: 27,214 shares; 2025Q1: 28,730 shares; 2025Q2: 27,666 shares; 2025Q3: 28,503 shares 28,503 $10.1M 0.11% +837 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: 19,529 shares; 2024Q4: 16,467 shares; 2025Q1: 16,034 shares; 2025Q2: 15,233 shares; 2025Q3: 15,124 shares 15,124 $10.1M 0.11% -109 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: 49,732 shares; 2024Q4: 48,804 shares; 2025Q1: 44,936 shares; 2025Q2: 47,054 shares; 2025Q3: 49,304 shares 49,304 $10M 0.11% +2,250 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,120 shares; 2024Q4: 66,973 shares; 2025Q1: 58,729 shares; 2025Q2: 59,323 shares; 2025Q3: 49,685 shares 49,685 $9.91M 0.11% -9,638 Timeline TLH 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: 4,377 shares; 2024Q4: 2,099 shares; 2025Q1: 71,778 shares; 2025Q2: 95,383 shares; 2025Q3: 92,023 shares 92,023 $9.48M 0.11% -3,360 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289,504 shares; 2024Q4: 1,292,083 shares; 2025Q1: 802,951 shares; 2025Q2: 450,721 shares; 2025Q3: 288,582 shares 288,582 $8.94M 0.1% -162,139 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: 27,189 shares; 2024Q4: 27,413 shares; 2025Q1: 29,741 shares; 2025Q2: 29,875 shares; 2025Q3: 30,412 shares 30,412 $8.55M 0.1% +537 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,858 shares; 2024Q4: 210,282 shares; 2025Q1: 210,263 shares; 2025Q2: 211,385 shares; 2025Q3: 173,929 shares 173,929 $8.54M 0.1% -37,456 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: 50,812 shares; 2024Q4: 94,995 shares; 2025Q1: 91,633 shares; 2025Q2: 92,536 shares; 2025Q3: 89,534 shares 89,534 $8.49M 0.1% -3,002 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: 14,162 shares; 2024Q4: 23,360 shares; 2025Q1: 24,272 shares; 2025Q2: 24,906 shares; 2025Q3: 25,477 shares 25,477 $8.36M 0.09% +571 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: 36,406 shares; 2024Q4: 36,434 shares; 2025Q1: 40,195 shares; 2025Q2: 43,704 shares; 2025Q3: 44,694 shares 44,694 $8.34M 0.09% +990 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: 28,280 shares; 2024Q4: 28,372 shares; 2025Q1: 28,975 shares; 2025Q2: 27,933 shares; 2025Q3: 33,672 shares 33,672 $8.2M 0.09% +5,739 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,850 shares; 2025Q3: 232,208 shares 232,208 $7.93M 0.09% +115,358 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,923 shares; 2025Q3: 201,737 shares 201,737 $7.64M 0.09% -37,186 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: 81,690 shares; 2024Q4: 66,521 shares; 2025Q1: 68,749 shares; 2025Q2: 69,653 shares; 2025Q3: 72,961 shares 72,961 $7.52M 0.08% +3,308 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: 193,559 shares; 2024Q4: 219,945 shares; 2025Q1: 200,563 shares; 2025Q2: 92,349 shares; 2025Q3: 108,098 shares 108,098 $7.3M 0.08% +15,749 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,385 shares; 2024Q4: 6,771 shares; 2025Q1: 8,302 shares; 2025Q2: 45,413 shares; 2025Q3: 45,945 shares 45,945 $7.24M 0.08% +532 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: 9,471 shares; 2024Q4: 13,904 shares; 2025Q1: 14,340 shares; 2025Q2: 32,092 shares; 2025Q3: 32,184 shares 32,184 $6.77M 0.08% +92 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: 6,759 shares; 2024Q4: 6,893 shares; 2025Q1: 6,997 shares; 2025Q2: 7,015 shares; 2025Q3: 7,302 shares 7,302 $6.76M 0.08% +287 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,309 shares; 2024Q4: 119,068 shares; 2025Q1: 116,940 shares; 2025Q2: 108,700 shares; 2025Q3: 102,733 shares 102,733 $6.68M 0.07% -5,967 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: 41,714 shares; 2024Q4: 40,351 shares; 2025Q1: 42,842 shares; 2025Q2: 43,791 shares; 2025Q3: 42,633 shares 42,633 $6.62M 0.07% -1,158 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: 1,514,863 shares; 2024Q4: 165,117 shares; 2025Q1: 108,742 shares; 2025Q2: 89,273 shares; 2025Q3: 76,041 shares 76,041 $6.56M 0.07% -13,232 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: 26,404 shares; 2024Q4: 16,365 shares; 2025Q1: 11,939 shares; 2025Q2: 12,746 shares; 2025Q3: 14,540 shares 14,540 $6.47M 0.07% +1,794 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: 13,014 shares; 2024Q4: 10,669 shares; 2025Q1: 10,969 shares; 2025Q2: 10,600 shares; 2025Q3: 10,726 shares 10,726 $6.44M 0.07% +126 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: 18,289 shares; 2024Q4: 20,962 shares; 2025Q1: 22,597 shares; 2025Q2: 21,671 shares; 2025Q3: 22,027 shares 22,027 $6.22M 0.07% +356 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: 71,023 shares; 2024Q4: 69,209 shares; 2025Q1: 68,631 shares; 2025Q2: 70,046 shares; 2025Q3: 69,919 shares 69,919 $6.13M 0.07% -127 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: 19,894 shares; 2024Q4: 92,761 shares; 2025Q1: 91,973 shares; 2025Q2: 126,523 shares; 2025Q3: 121,330 shares 121,330 $6.12M 0.07% -5,193 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: 35,602 shares; 2024Q4: 42,692 shares; 2025Q1: 41,892 shares; 2025Q2: 43,220 shares; 2025Q3: 43,298 shares 43,298 $6.08M 0.07% +78 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,765 shares; 2024Q4: 104,532 shares; 2025Q1: 95,551 shares; 2025Q2: 97,370 shares; 2025Q3: 96,425 shares 96,425 $6.07M 0.07% -945 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,064 shares; 2024Q4: 231,046 shares; 2025Q1: 250,906 shares; 2025Q2: 255,394 shares; 2025Q3: 273,514 shares 273,514 $5.89M 0.07% +18,120 Timeline BINC 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: 88,972 shares; 2024Q4: 131,609 shares; 2025Q1: 129,777 shares; 2025Q2: 127,254 shares; 2025Q3: 108,711 shares 108,711 $5.79M 0.06% -18,543 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,082 shares; 2024Q4: 147,082 shares; 2025Q1: 147,082 shares; 2025Q2: 147,082 shares; 2025Q3: 147,082 shares 147,082 $5.58M 0.06% 0 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: 93,201 shares; 2024Q4: 90,699 shares; 2025Q1: 89,420 shares; 2025Q2: 94,773 shares; 2025Q3: 93,384 shares 93,384 $5.31M 0.06% -1,389 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: 40,673 shares; 2024Q4: 58,702 shares; 2025Q1: 57,307 shares; 2025Q2: 41,743 shares; 2025Q3: 71,248 shares 71,248 $5.3M 0.06% +29,505 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: 25,917 shares; 2024Q4: 23,492 shares; 2025Q1: 22,026 shares; 2025Q2: 21,396 shares; 2025Q3: 21,417 shares 21,417 $5.28M 0.06% +21 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: 32,523 shares; 2024Q4: 31,668 shares; 2025Q1: 32,769 shares; 2025Q2: 33,521 shares; 2025Q3: 34,008 shares 34,008 $5.28M 0.06% +487 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 201 shares; 2025Q1: 458 shares; 2025Q2: 116,803 shares; 2025Q3: 102,188 shares 102,188 $5.24M 0.06% -14,615 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: 18,558 shares; 2024Q4: 13,674 shares; 2025Q1: 15,449 shares; 2025Q2: 16,711 shares; 2025Q3: 16,671 shares 16,671 $5.07M 0.06% -40 Timeline DFLV 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: 95,900 shares; 2024Q4: 150,136 shares; 2025Q1: 154,020 shares; 2025Q2: 157,093 shares; 2025Q3: 153,600 shares 153,600 $5.05M 0.06% -3,493 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: 9,499 shares; 2024Q4: 9,409 shares; 2025Q1: 10,067 shares; 2025Q2: 10,670 shares; 2025Q3: 10,447 shares 10,447 $5.01M 0.06% -223 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 22,246 shares; 2025Q1: 23,355 shares; 2025Q2: 81,041 shares; 2025Q3: 129,531 shares 129,531 $4.92M 0.06% +48,490 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: 12,800 shares; 2024Q4: 10,032 shares; 2025Q1: 10,415 shares; 2025Q2: 12,504 shares; 2025Q3: 13,069 shares 13,069 $4.89M 0.05% +565 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,057 shares; 2024Q4: 65,119 shares; 2025Q1: 60,534 shares; 2025Q2: 60,966 shares; 2025Q3: 60,338 shares 60,338 $4.82M 0.05% -628 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: 20,864 shares; 2024Q4: 33,877 shares; 2025Q1: 34,786 shares; 2025Q2: 35,971 shares; 2025Q3: 36,801 shares 36,801 $4.55M 0.05% +830 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: 27,004 shares; 2024Q4: 23,756 shares; 2025Q1: 24,315 shares; 2025Q2: 27,526 shares; 2025Q3: 28,020 shares 28,020 $4.54M 0.05% +494 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: 38,695 shares; 2024Q4: 34,756 shares; 2025Q1: 33,256 shares; 2025Q2: 33,492 shares; 2025Q3: 33,866 shares 33,866 $4.54M 0.05% +374 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: 7,362 shares; 2024Q4: 5,548 shares; 2025Q1: 5,575 shares; 2025Q2: 5,619 shares; 2025Q3: 5,858 shares 5,858 $4.53M 0.05% +239 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 6 shares 6 $4.53M 0.05% +4 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: 22,064 shares; 2024Q4: 10,995 shares; 2025Q1: 13,882 shares; 2025Q2: 14,248 shares; 2025Q3: 13,207 shares 13,207 $4.51M 0.05% -1,041 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,575 shares; 2024Q4: 200,798 shares; 2025Q1: 164,691 shares; 2025Q2: 165,547 shares; 2025Q3: 166,340 shares 166,340 $4.5M 0.05% +793 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,150 shares; 2024Q4: 98,964 shares; 2025Q1: 105,403 shares; 2025Q2: 109,057 shares; 2025Q3: 112,414 shares 112,414 $4.25M 0.05% +3,357 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: 33,675 shares; 2024Q4: 48,339 shares; 2025Q1: 51,935 shares; 2025Q2: 52,663 shares; 2025Q3: 49,952 shares 49,952 $4.19M 0.05% -2,711 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: 7,712 shares; 2024Q4: 9,934 shares; 2025Q1: 8,882 shares; 2025Q2: 8,353 shares; 2025Q3: 8,337 shares 8,337 $4.16M 0.05% -16 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: 6,605 shares; 2024Q4: 3,320 shares; 2025Q1: 30,832 shares; 2025Q2: 35,872 shares; 2025Q3: 38,762 shares 38,762 $4.13M 0.05% +2,890 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: 126,511 shares; 2024Q4: 100,548 shares; 2025Q1: 99,297 shares; 2025Q2: 106,246 shares; 2025Q3: 87,269 shares 87,269 $4.1M 0.05% -18,977 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: 21,028 shares; 2024Q4: 23,913 shares; 2025Q1: 24,876 shares; 2025Q2: 23,734 shares; 2025Q3: 24,384 shares 24,384 $4.08M 0.05% +650 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: 10,851 shares; 2024Q4: 5,744 shares; 2025Q1: 6,736 shares; 2025Q2: 7,029 shares; 2025Q3: 7,037 shares 7,037 $4M 0.04% +8 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: 131,769 shares; 2024Q4: 61,326 shares; 2025Q1: 69,019 shares; 2025Q2: 76,632 shares; 2025Q3: 75,424 shares 75,424 $3.89M 0.04% -1,208 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: 8,643 shares; 2024Q4: 6,925 shares; 2025Q1: 7,275 shares; 2025Q2: 8,159 shares; 2025Q3: 8,174 shares 8,174 $3.88M 0.04% +15 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: 4,356 shares; 2024Q4: 4,301 shares; 2025Q1: 3,965 shares; 2025Q2: 5,132 shares; 2025Q3: 5,314 shares 5,314 $3.82M 0.04% +182 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: 33,928 shares; 2024Q4: 16,454 shares; 2025Q1: 17,319 shares; 2025Q2: 18,812 shares; 2025Q3: 20,696 shares 20,696 $3.78M 0.04% +1,884 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,092 shares; 2024Q4: 58,936 shares; 2025Q1: 58,264 shares; 2025Q2: 55,829 shares; 2025Q3: 69,760 shares 69,760 $3.77M 0.04% +13,931 Timeline ITA 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: 660 shares; 2024Q4: 37 shares; 2025Q1: 837 shares; 2025Q2: 929 shares; 2025Q3: 18,007 shares 18,007 $3.77M 0.04% +17,078 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,634 shares; 2024Q4: 25,429 shares; 2025Q1: 25,429 shares; 2025Q2: 52,447 shares; 2025Q3: 45,697 shares 45,697 $3.68M 0.04% -6,750 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: 12,742 shares; 2024Q4: 12,477 shares; 2025Q1: 13,399 shares; 2025Q2: 13,384 shares; 2025Q3: 13,406 shares 13,406 $3.5M 0.04% +22 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: 20,081 shares; 2024Q4: 16,800 shares; 2025Q1: 17,690 shares; 2025Q2: 17,694 shares; 2025Q3: 17,364 shares 17,364 $3.5M 0.04% -330 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 22,876 shares; 2025Q1: 22,939 shares; 2025Q2: 34,846 shares; 2025Q3: 34,870 shares 34,870 $3.48M 0.04% +24 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: 13,643 shares; 2024Q4: 11,465 shares; 2025Q1: 12,077 shares; 2025Q2: 10,943 shares; 2025Q3: 11,263 shares 11,263 $3.39M 0.04% +320 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,320 shares; 2024Q4: 51,096 shares; 2025Q1: 49,587 shares; 2025Q2: 47,883 shares; 2025Q3: 49,245 shares 49,245 $3.37M 0.04% +1,362 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: 25,625 shares; 2024Q4: 23,201 shares; 2025Q1: 23,187 shares; 2025Q2: 23,178 shares; 2025Q3: 23,019 shares 23,019 $3.35M 0.04% -159 Timeline DFAE 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: 65,952 shares; 2024Q4: 109,604 shares; 2025Q1: 103,694 shares; 2025Q2: 106,812 shares; 2025Q3: 104,821 shares 104,821 $3.31M 0.04% -1,991 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: 36,874 shares; 2024Q4: 37,433 shares; 2025Q1: 41,951 shares; 2025Q2: 41,952 shares; 2025Q3: 43,621 shares 43,621 $3.29M 0.04% +1,669 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: 5,330 shares; 2024Q4: 1,760 shares; 2025Q1: 1,954 shares; 2025Q2: 2,131 shares; 2025Q3: 2,745 shares 2,745 $3.29M 0.04% +614 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: 46,098 shares; 2024Q4: 32,163 shares; 2025Q1: 36,323 shares; 2025Q2: 41,762 shares; 2025Q3: 38,768 shares 38,768 $3.25M 0.04% -2,994 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,443 shares 66,443 $3.25M 0.04% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 10,882 shares; 2025Q1: 11,802 shares; 2025Q2: 16,432 shares; 2025Q3: 16,818 shares 16,818 $3.2M 0.04% +386 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 13,346 shares; 2025Q1: 14,599 shares; 2025Q2: 14,857 shares; 2025Q3: 17,567 shares 17,567 $3.14M 0.04% +2,710 Timeline AIQ 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: 48,144 shares; 2024Q4: 52,809 shares; 2025Q1: 48,391 shares; 2025Q2: 47,569 shares; 2025Q3: 62,541 shares 62,541 $3.09M 0.03% +14,972 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: 53,559 shares; 2024Q4: 125,023 shares; 2025Q1: 114,803 shares; 2025Q2: 118,351 shares; 2025Q3: 120,112 shares 120,112 $3.06M 0.03% +1,761 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: 17,626 shares; 2024Q4: 15,216 shares; 2025Q1: 16,310 shares; 2025Q2: 17,863 shares; 2025Q3: 16,607 shares 16,607 $3.05M 0.03% -1,256 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,831 shares; 2024Q4: 68,339 shares; 2025Q1: 85,889 shares; 2025Q2: 97,295 shares; 2025Q3: 99,958 shares 99,958 $3.04M 0.03% +2,663 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: 8,121 shares; 2024Q4: 9,304 shares; 2025Q1: 10,337 shares; 2025Q2: 11,151 shares; 2025Q3: 12,428 shares 12,428 $2.94M 0.03% +1,277 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,721 shares; 2024Q4: 55,033 shares; 2025Q1: 55,993 shares; 2025Q2: 54,358 shares; 2025Q3: 54,855 shares 54,855 $2.93M 0.03% +497 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,703 shares; 2024Q4: 88,198 shares; 2025Q1: 92,507 shares; 2025Q2: 91,168 shares; 2025Q3: 92,199 shares 92,199 $2.88M 0.03% +1,031 Timeline DFSV 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: 56,162 shares; 2024Q4: 83,917 shares; 2025Q1: 82,122 shares; 2025Q2: 90,039 shares; 2025Q3: 90,184 shares 90,184 $2.87M 0.03% +145 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,792 shares; 2024Q4: 7,419 shares; 2025Q1: 7,861 shares; 2025Q2: 7,718 shares; 2025Q3: 7,680 shares 7,680 $2.84M 0.03% -38 Timeline ANGL 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: 78,766 shares; 2024Q4: 85,671 shares; 2025Q1: 84,941 shares; 2025Q2: 86,806 shares; 2025Q3: 93,126 shares 93,126 $2.77M 0.03% +6,320 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,092 shares; 2024Q4: 90,896 shares; 2025Q1: 58,760 shares; 2025Q2: 45,727 shares; 2025Q3: 30,269 shares 30,269 $2.77M 0.03% -15,458 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 9,088 shares; 2025Q1: 10,175 shares; 2025Q2: 10,749 shares; 2025Q3: 10,994 shares 10,994 $2.76M 0.03% +245 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: 55,169 shares; 2024Q4: 33,357 shares; 2025Q1: 39,748 shares; 2025Q2: 40,025 shares; 2025Q3: 40,251 shares 40,251 $2.75M 0.03% +226 Timeline SGOV 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: 734,134 shares; 2024Q4: 76,706 shares; 2025Q1: 83,918 shares; 2025Q2: 54,325 shares; 2025Q3: 27,195 shares 27,195 $2.74M 0.03% -27,130 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 9,910 shares; 2025Q1: 9,918 shares; 2025Q2: 9,911 shares; 2025Q3: 9,907 shares 9,907 $2.73M 0.03% -4 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: 8,617 shares; 2024Q4: 7,863 shares; 2025Q1: 8,126 shares; 2025Q2: 9,032 shares; 2025Q3: 8,954 shares 8,954 $2.69M 0.03% -78 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,459 shares; 2024Q4: 22,322 shares; 2025Q1: 32,759 shares; 2025Q2: 37,602 shares; 2025Q3: 78,219 shares 78,219 $2.67M 0.03% +40,617 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: 43,688 shares; 2024Q4: 36,897 shares; 2025Q1: 40,021 shares; 2025Q2: 41,190 shares; 2025Q3: 42,589 shares 42,589 $2.66M 0.03% +1,399 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: 7,897 shares; 2024Q4: 6,465 shares; 2025Q1: 7,334 shares; 2025Q2: 7,736 shares; 2025Q3: 7,880 shares 7,880 $2.62M 0.03% +144 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: 83,736 shares; 2024Q4: 99,506 shares; 2025Q1: 96,241 shares; 2025Q2: 92,940 shares; 2025Q3: 91,765 shares 91,765 $2.59M 0.03% -1,175 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: 9,458 shares; 2024Q4: 9,389 shares; 2025Q1: 10,831 shares; 2025Q2: 10,937 shares; 2025Q3: 12,889 shares 12,889 $2.56M 0.03% +1,952 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: 24,369 shares; 2024Q4: 14,334 shares; 2025Q1: 16,328 shares; 2025Q2: 17,373 shares; 2025Q3: 17,606 shares 17,606 $2.54M 0.03% +233 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: 10,429 shares; 2024Q4: 8,390 shares; 2025Q1: 9,213 shares; 2025Q2: 7,936 shares; 2025Q3: 7,361 shares 7,361 $2.54M 0.03% -575 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: 54,125 shares; 2024Q4: 54,245 shares; 2025Q1: 59,381 shares; 2025Q2: 59,099 shares; 2025Q3: 59,971 shares 59,971 $2.54M 0.03% +872 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: 59,554 shares; 2024Q4: 49,914 shares; 2025Q1: 37,448 shares; 2025Q2: 36,741 shares; 2025Q3: 46,443 shares 46,443 $2.52M 0.03% +9,702 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: 3,006 shares; 2024Q4: 3,478 shares; 2025Q1: 3,680 shares; 2025Q2: 3,131 shares; 2025Q3: 3,158 shares 3,158 $2.52M 0.03% +27 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: 16,887 shares; 2024Q4: 31,713 shares; 2025Q1: 14,562 shares; 2025Q2: 29,778 shares; 2025Q3: 28,629 shares 28,629 $2.5M 0.03% -1,149 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 7,536 shares; 2025Q1: 7,566 shares; 2025Q2: 7,779 shares; 2025Q3: 7,764 shares 7,764 $2.48M 0.03% -15 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,961 shares; 2024Q4: 48,186 shares; 2025Q1: 55,561 shares; 2025Q2: 72,736 shares; 2025Q3: 80,935 shares 80,935 $2.45M 0.03% +8,199 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: 15,134 shares; 2024Q4: 14,972 shares; 2025Q1: 14,974 shares; 2025Q2: 15,110 shares; 2025Q3: 15,181 shares 15,181 $2.41M 0.03% +71 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: 14,951 shares; 2025Q1: 19,557 shares; 2025Q2: 24,507 shares; 2025Q3: 17,818 shares 17,818 $2.39M 0.03% -6,689 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: 2,703 shares; 2024Q4: 3,188 shares; 2025Q1: 3,006 shares; 2025Q2: 4,209 shares; 2025Q3: 8,117 shares 8,117 $2.38M 0.03% +3,908 Timeline ISHARES TR 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: 20,259 shares; 2024Q4: 52,518 shares; 2025Q1: 92,331 shares; 2025Q2: 92,339 shares; 2025Q3: 92,346 shares 92,346 $2.33M 0.03% +7 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: 11,610 shares; 2024Q4: 9,091 shares; 2025Q1: 9,956 shares; 2025Q2: 9,940 shares; 2025Q3: 9,807 shares 9,807 $2.32M 0.03% -133 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: 7,032 shares; 2024Q4: 5,313 shares; 2025Q1: 5,944 shares; 2025Q2: 6,926 shares; 2025Q3: 9,036 shares 9,036 $2.3M 0.03% +2,110 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,571 shares; 2024Q4: 36,606 shares; 2025Q1: 51,037 shares; 2025Q2: 47,379 shares; 2025Q3: 48,633 shares 48,633 $2.28M 0.03% +1,254 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: 19,636 shares; 2024Q4: 37,752 shares; 2025Q1: 20,924 shares; 2025Q2: 18,514 shares; 2025Q3: 38,068 shares 38,068 $2.28M 0.03% +19,554 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,845 shares; 2024Q4: 15,543 shares; 2025Q1: 15,718 shares; 2025Q2: 15,185 shares; 2025Q3: 15,185 shares 15,185 $2.24M 0.03% 0 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: 8,773 shares; 2024Q4: 9,642 shares; 2025Q1: 11,705 shares; 2025Q2: 12,724 shares; 2025Q3: 17,867 shares 17,867 $2.21M 0.02% +5,143 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,467 shares; 2025Q1: 4,862 shares; 2025Q2: 5,230 shares; 2025Q3: 4,730 shares 4,730 $2.12M 0.02% -500 Timeline DFIS 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: 41,351 shares; 2024Q4: 70,399 shares; 2025Q1: 59,695 shares; 2025Q2: 65,000 shares; 2025Q3: 66,421 shares 66,421 $2.1M 0.02% +1,421 Timeline DISV 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: 35,591 shares; 2024Q4: 63,610 shares; 2025Q1: 56,384 shares; 2025Q2: 59,143 shares; 2025Q3: 58,543 shares 58,543 $2.09M 0.02% -600 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: 8,666 shares; 2024Q4: 8,527 shares; 2025Q1: 7,980 shares; 2025Q2: 7,902 shares; 2025Q3: 7,989 shares 7,989 $2.08M 0.02% +87 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: 67,792 shares; 2024Q4: 53,945 shares; 2025Q1: 55,396 shares; 2025Q2: 46,827 shares; 2025Q3: 10,352 shares 10,352 $2.03M 0.02% -36,475 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: 6,870 shares; 2024Q4: 9,162 shares; 2025Q1: 7,512 shares; 2025Q2: 8,935 shares; 2025Q3: 9,377 shares 9,377 $2.02M 0.02% +442 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: 19,095 shares; 2024Q4: 19,175 shares; 2025Q1: 20,478 shares; 2025Q2: 20,754 shares; 2025Q3: 21,242 shares 21,242 $2.01M 0.02% +488 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,514 shares; 2024Q4: 13,213 shares; 2025Q1: 15,315 shares; 2025Q2: 16,841 shares; 2025Q3: 17,448 shares 17,448 $2M 0.02% +607 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: 20,686 shares; 2024Q4: 15,543 shares; 2025Q1: 16,914 shares; 2025Q2: 17,617 shares; 2025Q3: 17,320 shares 17,320 $1.98M 0.02% -297 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: 15,950 shares; 2024Q4: 12,429 shares; 2025Q1: 8,325 shares; 2025Q2: 8,715 shares; 2025Q3: 9,162 shares 9,162 $1.98M 0.02% +447 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: 754 shares; 2024Q4: 516 shares; 2025Q1: 1,740 shares; 2025Q2: 2,639 shares; 2025Q3: 2,636 shares 2,636 $1.97M 0.02% -3 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: 41,719 shares; 2024Q4: 45,192 shares; 2025Q1: 41,454 shares; 2025Q2: 46,019 shares; 2025Q3: 44,748 shares 44,748 $1.97M 0.02% -1,271 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 13,102 shares; 2025Q3: 55,463 shares 55,463 $1.96M 0.02% +42,361 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,424 shares; 2024Q4: 43,377 shares; 2025Q1: 43,377 shares; 2025Q2: 43,377 shares; 2025Q3: 43,775 shares 43,775 $1.96M 0.02% +398 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 1,123 shares; 2025Q1: 1,181 shares; 2025Q2: 11,434 shares; 2025Q3: 11,353 shares 11,353 $1.94M 0.02% -81 Timeline BILS 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: 12,045 shares; 2024Q4: 16,593 shares; 2025Q1: 23,541 shares; 2025Q2: 18,827 shares; 2025Q3: 19,000 shares 19,000 $1.89M 0.02% +173 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,811 shares; 2024Q4: 18,214 shares; 2025Q1: 24,648 shares; 2025Q2: 24,223 shares; 2025Q3: 19,634 shares 19,634 $1.87M 0.02% -4,589 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,735 shares; 2025Q2: 61,835 shares; 2025Q3: 72,363 shares 72,363 $1.85M 0.02% +10,528 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,624 shares; 2024Q4: 38,283 shares; 2025Q1: 43,020 shares; 2025Q2: 38,457 shares; 2025Q3: 39,585 shares 39,585 $1.81M 0.02% +1,128 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: 556 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,436 shares; 2025Q3: 4,436 shares 4,436 $1.79M 0.02% 0 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: 14,154 shares; 2024Q4: 10,544 shares; 2025Q1: 9,642 shares; 2025Q2: 10,580 shares; 2025Q3: 10,633 shares 10,633 $1.78M 0.02% +53 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 40,770 shares; 2025Q3: 53,432 shares 53,432 $1.75M 0.02% +12,662 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,122 shares; 2024Q4: 9,506 shares; 2025Q1: 9,148 shares; 2025Q2: 10,247 shares; 2025Q3: 9,749 shares 9,749 $1.72M 0.02% -498 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,458 shares; 2024Q4: 16,386 shares; 2025Q1: 19,135 shares; 2025Q2: 18,028 shares; 2025Q3: 18,393 shares 18,393 $1.72M 0.02% +365 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: 20,555 shares; 2024Q4: 14,889 shares; 2025Q1: 13,480 shares; 2025Q2: 18,657 shares; 2025Q3: 20,563 shares 20,563 $1.69M 0.02% +1,906 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 21,280 shares; 2025Q1: 24,800 shares; 2025Q2: 27,948 shares; 2025Q3: 31,776 shares 31,776 $1.69M 0.02% +3,828 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,499 shares; 2024Q4: 9,649 shares; 2025Q1: 9,581 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares 10,507 $1.66M 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 3,268 shares; 2025Q1: 3,702 shares; 2025Q2: 3,797 shares; 2025Q3: 3,614 shares 3,614 $1.65M 0.02% -183 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: 18,797 shares; 2024Q4: 11,033 shares; 2025Q1: 14,508 shares; 2025Q2: 15,622 shares; 2025Q3: 19,556 shares 19,556 $1.65M 0.02% +3,934 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: 13,739 shares; 2024Q4: 5,609 shares; 2025Q1: 6,304 shares; 2025Q2: 6,692 shares; 2025Q3: 8,030 shares 8,030 $1.64M 0.02% +1,338 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: 103,669 shares; 2024Q4: 39,904 shares; 2025Q1: 47,377 shares; 2025Q2: 50,672 shares; 2025Q3: 53,664 shares 53,664 $1.62M 0.02% +2,992 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,015 shares; 2024Q4: 19,448 shares; 2025Q1: 21,504 shares; 2025Q2: 21,681 shares; 2025Q3: 22,577 shares 22,577 $1.61M 0.02% +896 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: 2,836 shares; 2024Q4: 4,886 shares; 2025Q1: 4,721 shares; 2025Q2: 5,015 shares; 2025Q3: 4,962 shares 4,962 $1.6M 0.02% -53 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 10,023 shares; 2025Q1: 25,650 shares; 2025Q2: 33,302 shares; 2025Q3: 35,093 shares 35,093 $1.6M 0.02% +1,791 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: 54,496 shares; 2024Q4: 22,970 shares; 2025Q1: 20,761 shares; 2025Q2: 25,242 shares; 2025Q3: 31,467 shares 31,467 $1.58M 0.02% +6,225 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: 8,469 shares; 2024Q4: 13,963 shares; 2025Q1: 13,394 shares; 2025Q2: 17,607 shares; 2025Q3: 21,496 shares 21,496 $1.58M 0.02% +3,889 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: 6,370 shares; 2024Q4: 6,109 shares; 2025Q1: 6,160 shares; 2025Q2: 6,912 shares; 2025Q3: 7,526 shares 7,526 $1.57M 0.02% +614 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: 1,852 shares; 2024Q4: 1,155 shares; 2025Q1: 1,364 shares; 2025Q2: 1,490 shares; 2025Q3: 1,704 shares 1,704 $1.57M 0.02% +214 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,478 shares; 2025Q1: 5,583 shares; 2025Q2: 5,921 shares; 2025Q3: 6,006 shares 6,006 $1.56M 0.02% +85 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,445 shares; 2024Q4: 167,744 shares; 2025Q1: 86,914 shares; 2025Q2: 79,403 shares; 2025Q3: 13,437 shares 13,437 $1.53M 0.02% -65,966 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: 2,362 shares; 2024Q4: 2,025 shares; 2025Q1: 2,117 shares; 2025Q2: 2,193 shares; 2025Q3: 2,461 shares 2,461 $1.51M 0.02% +268 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: 4,320 shares; 2024Q4: 2,525 shares; 2025Q1: 2,913 shares; 2025Q2: 3,066 shares; 2025Q3: 3,306 shares 3,306 $1.51M 0.02% +240 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,330 shares; 2024Q4: 19,444 shares; 2025Q1: 18,510 shares; 2025Q2: 16,889 shares; 2025Q3: 16,689 shares 16,689 $1.5M 0.02% -200 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: 19,004 shares; 2024Q4: 13,715 shares; 2025Q1: 10,984 shares; 2025Q2: 13,348 shares; 2025Q3: 13,051 shares 13,051 $1.49M 0.02% -297 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: 14,304 shares; 2024Q4: 4,823 shares; 2025Q1: 3,428 shares; 2025Q2: 5,450 shares; 2025Q3: 9,236 shares 9,236 $1.49M 0.02% +3,786 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,026 shares; 2024Q4: 19,767 shares; 2025Q1: 21,419 shares; 2025Q2: 18,472 shares; 2025Q3: 19,129 shares 19,129 $1.47M 0.02% +657 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,001 shares; 2024Q4: 28,488 shares; 2025Q1: 28,464 shares; 2025Q2: 28,476 shares; 2025Q3: 28,488 shares 28,488 $1.45M 0.02% +12 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: 653 shares; 2024Q4: 4,294 shares; 2025Q1: 4,752 shares; 2025Q2: 4,876 shares; 2025Q3: 4,707 shares 4,707 $1.44M 0.02% -169 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: 13,300 shares; 2024Q4: 10,608 shares; 2025Q1: 10,423 shares; 2025Q2: 11,153 shares; 2025Q3: 11,870 shares 11,870 $1.41M 0.02% +717 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,336 shares; 2024Q4: 73,451 shares; 2025Q1: 72,426 shares; 2025Q2: 71,779 shares; 2025Q3: 60,867 shares 60,867 $1.41M 0.02% -10,912 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,918 shares; 2025Q1: 9,401 shares; 2025Q2: 10,493 shares; 2025Q3: 11,180 shares 11,180 $1.41M 0.02% +687 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,486 shares; 2024Q4: 44,449 shares; 2025Q1: 45,662 shares; 2025Q2: 46,240 shares; 2025Q3: 44,244 shares 44,244 $1.4M 0.02% -1,996 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: 5,567 shares; 2024Q4: 5,675 shares; 2025Q1: 5,730 shares; 2025Q2: 6,466 shares; 2025Q3: 6,290 shares 6,290 $1.39M 0.02% -176 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: 5,046 shares; 2024Q4: 4,986 shares; 2025Q1: 5,214 shares; 2025Q2: 5,261 shares; 2025Q3: 4,896 shares 4,896 $1.37M 0.02% -365 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: 1,502 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 27,291 shares 27,291 $1.37M 0.02% +26,651 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 10,468 shares; 2025Q1: 12,295 shares; 2025Q2: 13,622 shares; 2025Q3: 14,931 shares 14,931 $1.35M 0.02% +1,309 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: 4,819 shares; 2024Q4: 3,026 shares; 2025Q1: 3,681 shares; 2025Q2: 4,212 shares; 2025Q3: 5,513 shares 5,513 $1.35M 0.02% +1,301 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 28,842 shares; 2025Q1: 28,842 shares; 2025Q2: 17,009 shares; 2025Q3: 17,009 shares 17,009 $1.35M 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,634 shares; 2024Q4: 12,475 shares; 2025Q1: 13,256 shares; 2025Q2: 13,928 shares; 2025Q3: 15,974 shares 15,974 $1.35M 0.02% +2,046 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,372 shares; 2024Q4: 18,588 shares; 2025Q1: 19,219 shares; 2025Q2: 22,057 shares; 2025Q3: 21,915 shares 21,915 $1.34M 0.02% -142 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,734 shares; 2024Q4: 61,324 shares; 2025Q1: 66,866 shares; 2025Q2: 82,821 shares; 2025Q3: 83,721 shares 83,721 $1.33M 0.01% +900 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 957 shares; 2025Q1: 1,115 shares; 2025Q2: 1,751 shares; 2025Q3: 1,760 shares 1,760 $1.33M 0.01% +9 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: 5,177 shares; 2024Q4: 5,526 shares; 2025Q1: 5,793 shares; 2025Q2: 6,287 shares; 2025Q3: 6,904 shares 6,904 $1.33M 0.01% +617 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: 14,197 shares; 2024Q4: 7,175 shares; 2025Q1: 7,435 shares; 2025Q2: 7,829 shares; 2025Q3: 7,931 shares 7,931 $1.32M 0.01% +102 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 15,011 shares; 2025Q1: 20,129 shares; 2025Q2: 19,910 shares; 2025Q3: 15,785 shares 15,785 $1.32M 0.01% -4,125 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: 6,927 shares; 2024Q4: 5,778 shares; 2025Q1: 5,344 shares; 2025Q2: 4,475 shares; 2025Q3: 4,468 shares 4,468 $1.31M 0.01% -7 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: 28,058 shares; 2024Q4: 16,364 shares; 2025Q1: 16,857 shares; 2025Q2: 19,640 shares; 2025Q3: 19,819 shares 19,819 $1.31M 0.01% +179 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: 3,897 shares; 2024Q4: 2,091 shares; 2025Q1: 2,268 shares; 2025Q2: 2,598 shares; 2025Q3: 2,666 shares 2,666 $1.3M 0.01% +68 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,189 shares; 2024Q4: 47,552 shares; 2025Q1: 35,716 shares; 2025Q2: 36,117 shares; 2025Q3: 36,338 shares 36,338 $1.29M 0.01% +221 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: 19,517 shares; 2024Q4: 9,205 shares; 2025Q1: 11,000 shares; 2025Q2: 14,179 shares; 2025Q3: 13,364 shares 13,364 $1.28M 0.01% -815 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,260 shares; 2025Q1: 4,509 shares; 2025Q2: 5,758 shares; 2025Q3: 7,974 shares 7,974 $1.27M 0.01% +2,216 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: 5,722 shares; 2024Q4: 3,241 shares; 2025Q1: 4,169 shares; 2025Q2: 4,918 shares; 2025Q3: 5,115 shares 5,115 $1.26M 0.01% +197 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: 8,987 shares; 2024Q4: 5,274 shares; 2025Q1: 7,868 shares; 2025Q2: 8,544 shares; 2025Q3: 11,140 shares 11,140 $1.25M 0.01% +2,596 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: 21,107 shares; 2024Q4: 14,906 shares; 2025Q1: 15,275 shares; 2025Q2: 14,913 shares; 2025Q3: 15,079 shares 15,079 $1.24M 0.01% +166 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 4,597 shares; 2025Q1: 5,623 shares; 2025Q2: 6,207 shares; 2025Q3: 6,582 shares 6,582 $1.24M 0.01% +375 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: 182 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 14,287 shares; 2025Q3: 11,953 shares 11,953 $1.24M 0.01% -2,334 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: 2,949 shares; 2024Q4: 3,883 shares; 2025Q1: 3,897 shares; 2025Q2: 4,416 shares; 2025Q3: 6,005 shares 6,005 $1.22M 0.01% +1,589 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: 3,573 shares; 2024Q4: 3,027 shares; 2025Q1: 3,420 shares; 2025Q2: 3,632 shares; 2025Q3: 1,994 shares 1,994 $1.22M 0.01% -1,638 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: 29,529 shares; 2024Q4: 37,345 shares; 2025Q1: 39,646 shares; 2025Q2: 42,635 shares; 2025Q3: 30,278 shares 30,278 $1.19M 0.01% -12,357 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: 45,891 shares; 2024Q4: 26,711 shares; 2025Q1: 33,752 shares; 2025Q2: 35,661 shares; 2025Q3: 37,695 shares 37,695 $1.18M 0.01% +2,034 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: 2,194 shares; 2024Q4: 1,048 shares; 2025Q1: 648 shares; 2025Q2: 1,667 shares; 2025Q3: 1,731 shares 1,731 $1.18M 0.01% +64 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: 2,098 shares; 2024Q4: 864 shares; 2025Q1: 1,115 shares; 2025Q2: 1,063 shares; 2025Q3: 1,091 shares 1,091 $1.18M 0.01% +28 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 29,693 shares; 2025Q1: 36,060 shares; 2025Q2: 35,680 shares; 2025Q3: 35,680 shares 35,680 $1.17M 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 4,905 shares; 2025Q1: 4,820 shares; 2025Q2: 4,706 shares; 2025Q3: 4,860 shares 4,860 $1.16M 0.01% +154 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: 507 shares; 2025Q1: 633 shares; 2025Q2: 964 shares; 2025Q3: 996 shares 996 $1.16M 0.01% +32 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: 4,324 shares; 2024Q4: 3,111 shares; 2025Q1: 17,449 shares; 2025Q2: 24,502 shares; 2025Q3: 26,222 shares 26,222 $1.16M 0.01% +1,720 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 3,590 shares; 2025Q1: 3,902 shares; 2025Q2: 3,616 shares; 2025Q3: 4,324 shares 4,324 $1.16M 0.01% +708 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: 31,425 shares; 2024Q4: 25,539 shares; 2025Q1: 48,078 shares; 2025Q2: 54,337 shares; 2025Q3: 55,880 shares 55,880 $1.16M 0.01% +1,543 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: 2,578 shares; 2024Q4: 956 shares; 2025Q1: 1,152 shares; 2025Q2: 1,199 shares; 2025Q3: 1,191 shares 1,191 $1.15M 0.01% -8 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: 1,807 shares; 2024Q4: 4,448 shares; 2025Q1: 4,623 shares; 2025Q2: 4,768 shares; 2025Q3: 4,787 shares 4,787 $1.14M 0.01% +19 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: 60,665 shares; 2024Q4: 41,830 shares; 2025Q1: 35,417 shares; 2025Q2: 33,178 shares; 2025Q3: 33,126 shares 33,126 $1.11M 0.01% -52 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,167 shares; 2025Q1: 3,925 shares; 2025Q2: 4,189 shares; 2025Q3: 4,321 shares 4,321 $1.09M 0.01% +132 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,827 shares; 2024Q4: 17,796 shares; 2025Q1: 14,195 shares; 2025Q2: 11,845 shares; 2025Q3: 11,307 shares 11,307 $1.09M 0.01% -538 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,119 shares; 2024Q4: 81,333 shares; 2025Q1: 66,006 shares; 2025Q2: 85,122 shares; 2025Q3: 98,207 shares 98,207 $1.09M 0.01% +13,085 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 11,270 shares; 2025Q1: 8,733 shares; 2025Q2: 16,959 shares; 2025Q3: 17,034 shares 17,034 $1.08M 0.01% +75 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: 6,523 shares; 2024Q4: 4,224 shares; 2025Q1: 4,935 shares; 2025Q2: 7,591 shares; 2025Q3: 8,254 shares 8,254 $1.08M 0.01% +663 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,511 shares; 2025Q1: 3,377 shares; 2025Q2: 3,627 shares; 2025Q3: 3,607 shares 3,607 $1.07M 0.01% -20 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: 2,498 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 3,246 shares; 2025Q3: 3,801 shares 3,801 $1.07M 0.01% +555 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 9,254 shares; 2025Q1: 16,252 shares; 2025Q2: 19,647 shares; 2025Q3: 19,830 shares 19,830 $1.07M 0.01% +183 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 18,867 shares; 2025Q1: 18,878 shares; 2025Q2: 18,894 shares; 2025Q3: 18,631 shares 18,631 $1.06M 0.01% -263 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,081 shares; 2025Q1: 3,775 shares; 2025Q2: 4,824 shares; 2025Q3: 4,987 shares 4,987 $1.06M 0.01% +163 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: 5,662 shares; 2024Q4: 16,431 shares; 2025Q1: 17,319 shares; 2025Q2: 34,487 shares; 2025Q3: 36,650 shares 36,650 $1.06M 0.01% +2,163 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: 4,679 shares; 2024Q4: 3,507 shares; 2025Q1: 4,041 shares; 2025Q2: 4,304 shares; 2025Q3: 4,592 shares 4,592 $1.05M 0.01% +288 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 3,522 shares; 2025Q1: 3,435 shares; 2025Q2: 3,919 shares; 2025Q3: 2,981 shares 2,981 $1.05M 0.01% -938 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,525 shares; 2025Q1: 8,137 shares; 2025Q2: 7,385 shares; 2025Q3: 6,333 shares 6,333 $1.05M 0.01% -1,052 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,123 shares; 2024Q4: 32,589 shares; 2025Q1: 32,046 shares; 2025Q2: 32,527 shares; 2025Q3: 31,105 shares 31,105 $1.05M 0.01% -1,422 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,878 shares; 2025Q1: 7,376 shares; 2025Q2: 7,673 shares; 2025Q3: 8,342 shares 8,342 $1.05M 0.01% +669 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,782 shares; 2024Q4: 56,221 shares; 2025Q1: 77,678 shares; 2025Q2: 99,341 shares; 2025Q3: 137,738 shares 137,738 $1.04M 0.01% +38,397 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: 25,422 shares; 2024Q4: 16,284 shares; 2025Q1: 16,820 shares; 2025Q2: 17,194 shares; 2025Q3: 17,076 shares 17,076 $1.04M 0.01% -118 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 8,792 shares; 2025Q1: 5,103 shares; 2025Q2: 5,083 shares; 2025Q3: 4,289 shares 4,289 $1.04M 0.01% -794 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: 11,955 shares; 2024Q4: 11,813 shares; 2025Q1: 12,782 shares; 2025Q2: 14,540 shares; 2025Q3: 14,846 shares 14,846 $1.04M 0.01% +306 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 13,835 shares; 2025Q2: 19,718 shares; 2025Q3: 19,090 shares 19,090 $1.03M 0.01% -628 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 19,467 shares; 2025Q1: 19,634 shares; 2025Q2: 18,674 shares; 2025Q3: 18,080 shares 18,080 $1.03M 0.01% -594 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 2,052 shares; 2025Q1: 2,556 shares; 2025Q2: 2,808 shares; 2025Q3: 2,954 shares 2,954 $1.02M 0.01% +146 Timeline DFGR 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: 17,320 shares; 2024Q4: 32,629 shares; 2025Q1: 35,184 shares; 2025Q2: 37,015 shares; 2025Q3: 37,463 shares 37,463 $1.02M 0.01% +448 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 300 shares; 2025Q1: 26,932 shares; 2025Q2: 26,932 shares; 2025Q3: 27,832 shares 27,832 $1.02M 0.01% +900 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 1,348 shares; 2025Q1: 1,456 shares; 2025Q2: 33,657 shares; 2025Q3: 35,321 shares 35,321 $1.02M 0.01% +1,664 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 12,288 shares; 2025Q1: 13,531 shares; 2025Q2: 15,014 shares; 2025Q3: 15,056 shares 15,056 $1.01M 0.01% +42 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,210 shares; 2025Q1: 1,498 shares; 2025Q2: 1,600 shares; 2025Q3: 1,722 shares 1,722 $1.01M 0.01% +122 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: 3,870 shares; 2024Q4: 2,663 shares; 2025Q1: 2,801 shares; 2025Q2: 3,013 shares; 2025Q3: 2,378 shares 2,378 $1M 0.01% -635 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 9,843 shares; 2025Q1: 7,215 shares; 2025Q2: 7,183 shares; 2025Q3: 7,226 shares 7,226 $1M 0.01% +43 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: 25,501 shares; 2024Q4: 23,741 shares; 2025Q1: 23,834 shares; 2025Q2: 22,547 shares; 2025Q3: 22,134 shares 22,134 $998K 0.01% -413 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,362 shares; 2024Q4: 29,672 shares; 2025Q1: 27,620 shares; 2025Q2: 30,718 shares; 2025Q3: 31,559 shares 31,559 $998K 0.01% +841 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: 24,380 shares; 2024Q4: 24,171 shares; 2025Q1: 22,457 shares; 2025Q2: 22,035 shares; 2025Q3: 25,840 shares 25,840 $997K 0.01% +3,805 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: 792 shares; 2024Q4: 3,175 shares; 2025Q1: 3,196 shares; 2025Q2: 5,478 shares; 2025Q3: 4,909 shares 4,909 $997K 0.01% -569 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,098 shares; 2024Q4: 13,961 shares; 2025Q1: 26,291 shares; 2025Q2: 29,012 shares; 2025Q3: 30,647 shares 30,647 $989K 0.01% +1,635 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,023 shares; 2025Q1: 393 shares; 2025Q2: 3,529 shares; 2025Q3: 4,375 shares 4,375 $987K 0.01% +846 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,716 shares; 2024Q4: 11,249 shares; 2025Q1: 9,649 shares; 2025Q2: 9,090 shares; 2025Q3: 10,348 shares 10,348 $986K 0.01% +1,258 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 31,721 shares; 2025Q1: 31,151 shares; 2025Q2: 22,339 shares; 2025Q3: 22,028 shares 22,028 $979K 0.01% -311 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,542 shares; 2024Q4: 32,472 shares; 2025Q1: 36,996 shares; 2025Q2: 42,092 shares; 2025Q3: 45,290 shares 45,290 $978K 0.01% +3,198 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: 1,457 shares; 2024Q4: 1,218 shares; 2025Q1: 1,081 shares; 2025Q2: 964 shares; 2025Q3: 1,399 shares 1,399 $977K 0.01% +435 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,153 shares; 2024Q4: 28,397 shares; 2025Q1: 30,751 shares; 2025Q2: 22,334 shares; 2025Q3: 23,783 shares 23,783 $975K 0.01% +1,449 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: 9,778 shares; 2024Q4: 4,478 shares; 2025Q1: 4,848 shares; 2025Q2: 4,916 shares; 2025Q3: 5,077 shares 5,077 $970K 0.01% +161 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,924 shares; 2024Q4: 45,183 shares; 2025Q1: 62,528 shares; 2025Q2: 66,410 shares; 2025Q3: 68,528 shares 68,528 $970K 0.01% +2,118 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 30,206 shares; 2025Q1: 30,206 shares; 2025Q2: 30,550 shares; 2025Q3: 30,854 shares 30,854 $968K 0.01% +304 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 3,729 shares; 2025Q1: 4,739 shares; 2025Q2: 5,083 shares; 2025Q3: 5,489 shares 5,489 $959K 0.01% +406 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,096 shares; 2024Q4: 10,302 shares; 2025Q1: 11,148 shares; 2025Q2: 11,461 shares; 2025Q3: 11,391 shares 11,391 $951K 0.01% -70 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 3,803 shares; 2025Q1: 3,827 shares; 2025Q2: 3,739 shares; 2025Q3: 3,060 shares 3,060 $948K 0.01% -679 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: 36,893 shares; 2024Q4: 16,510 shares; 2025Q1: 19,453 shares; 2025Q2: 20,557 shares; 2025Q3: 21,660 shares 21,660 $945K 0.01% +1,103 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 5,579 shares; 2025Q1: 14,350 shares; 2025Q2: 14,373 shares; 2025Q3: 14,520 shares 14,520 $944K 0.01% +147 Timeline EWT 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: 9,794 shares; 2024Q4: 14,660 shares; 2025Q1: 14,360 shares; 2025Q2: 8,819 shares; 2025Q3: 14,817 shares 14,817 $943K 0.01% +5,998 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 47,854 shares; 2025Q1: 68,622 shares; 2025Q2: 68,622 shares; 2025Q3: 71,922 shares 71,922 $939K 0.01% +3,300 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,483 shares; 2024Q4: 11,586 shares; 2025Q1: 11,688 shares; 2025Q2: 11,863 shares; 2025Q3: 11,990 shares 11,990 $934K 0.01% +127 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,495 shares; 2025Q1: 1,553 shares; 2025Q2: 1,614 shares; 2025Q3: 1,433 shares 1,433 $931K 0.01% -181 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,718 shares; 2024Q4: 23,847 shares; 2025Q1: 30,530 shares; 2025Q2: 32,552 shares; 2025Q3: 35,327 shares 35,327 $929K 0.01% +2,775 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 13,541 shares; 2025Q1: 17,715 shares; 2025Q2: 14,149 shares; 2025Q3: 15,674 shares 15,674 $929K 0.01% +1,525 FTEC 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: 1,598 shares; 2025Q1: 3,841 shares; 2025Q2: 3,868 shares; 2025Q3: 4,163 shares 4,163 $925K 0.01% +295 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 4,807 shares; 2025Q1: 5,979 shares; 2025Q2: 6,631 shares; 2025Q3: 9,358 shares 9,358 $923K 0.01% +2,727 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: 4,694 shares; 2024Q4: 3,662 shares; 2025Q1: 4,634 shares; 2025Q2: 4,966 shares; 2025Q3: 5,339 shares 5,339 $922K 0.01% +373 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 1,779 shares; 2025Q1: 2,259 shares; 2025Q2: 3,304 shares; 2025Q3: 3,365 shares 3,365 $918K 0.01% +61 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 19,645 shares; 2025Q1: 9,539 shares; 2025Q2: 18,306 shares; 2025Q3: 19,254 shares 19,254 $915K 0.01% +948 Timeline VONE 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: 2,508 shares; 2024Q4: 2,638 shares; 2025Q1: 2,593 shares; 2025Q2: 2,778 shares; 2025Q3: 3,014 shares 3,014 $911K 0.01% +236 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,351 shares; 2024Q4: 5,701 shares; 2025Q1: 7,811 shares; 2025Q2: 14,628 shares; 2025Q3: 36,563 shares 36,563 $909K 0.01% +21,935 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,131 shares; 2024Q4: 10,928 shares; 2025Q1: 8,854 shares; 2025Q2: 11,549 shares; 2025Q3: 16,121 shares 16,121 $905K 0.01% +4,572 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 3,106 shares; 2025Q1: 3,984 shares; 2025Q2: 4,426 shares; 2025Q3: 4,691 shares 4,691 $901K 0.01% +265 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 1,633 shares; 2025Q1: 1,647 shares; 2025Q2: 1,672 shares; 2025Q3: 1,682 shares 1,682 $890K 0.01% +10 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 18,458 shares; 2025Q1: 15,153 shares; 2025Q2: 16,969 shares; 2025Q3: 17,636 shares 17,636 $890K 0.01% +667 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,747 shares; 2025Q1: 18,834 shares; 2025Q2: 19,800 shares; 2025Q3: 20,879 shares 20,879 $889K 0.01% +1,079 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 8,511 shares; 2025Q1: 12,790 shares; 2025Q2: 12,751 shares; 2025Q3: 13,402 shares 13,402 $885K 0.01% +651 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 2,944 shares; 2025Q1: 3,749 shares; 2025Q2: 3,962 shares; 2025Q3: 4,258 shares 4,258 $884K 0.01% +296 Timeline INDA 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: 11,986 shares; 2024Q4: 12,538 shares; 2025Q1: 14,039 shares; 2025Q2: 16,111 shares; 2025Q3: 16,949 shares 16,949 $882K 0.01% +838 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,399 shares; 2024Q4: 26,375 shares; 2025Q1: 31,475 shares; 2025Q2: 33,396 shares; 2025Q3: 35,012 shares 35,012 $878K 0.01% +1,616 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,126 shares; 2024Q4: 56,687 shares; 2025Q1: 55,747 shares; 2025Q2: 55,747 shares; 2025Q3: 54,782 shares 54,782 $877K 0.01% -965 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,726 shares; 2025Q1: 2,774 shares; 2025Q2: 3,166 shares; 2025Q3: 3,176 shares 3,176 $870K 0.01% +10 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: 5,052 shares; 2024Q4: 4,246 shares; 2025Q1: 5,238 shares; 2025Q2: 5,854 shares; 2025Q3: 5,881 shares 5,881 $861K 0.01% +27 Timeline 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: 5,839 shares; 2024Q4: 10,352 shares; 2025Q1: 15,220 shares; 2025Q2: 12,767 shares; 2025Q3: 8,508 shares 8,508 $853K 0.01% -4,259 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: 889 shares; 2024Q4: 667 shares; 2025Q1: 833 shares; 2025Q2: 906 shares; 2025Q3: 926 shares 926 $852K 0.01% +20 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 5,819 shares; 2025Q1: 8,178 shares; 2025Q2: 8,706 shares; 2025Q3: 9,438 shares 9,438 $847K 0.01% +732 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: 1,899 shares; 2024Q4: 3,765 shares; 2025Q1: 3,867 shares; 2025Q2: 3,806 shares; 2025Q3: 3,852 shares 3,852 $843K 0.01% +46 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: 22,703 shares; 2024Q4: 16,562 shares; 2025Q1: 20,466 shares; 2025Q2: 18,580 shares; 2025Q3: 15,134 shares 15,134 $840K 0.01% -3,446 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 508 shares; 2025Q1: 2,633 shares; 2025Q2: 2,390 shares; 2025Q3: 3,075 shares 3,075 $836K 0.01% +685 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: 13,600 shares; 2024Q4: 4,021 shares; 2025Q1: 4,341 shares; 2025Q2: 5,070 shares; 2025Q3: 8,237 shares 8,237 $836K 0.01% +3,167 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: 5,263 shares; 2024Q4: 8,190 shares; 2025Q1: 9,109 shares; 2025Q2: 10,073 shares; 2025Q3: 10,415 shares 10,415 $833K 0.01% +342 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: 4,733 shares; 2024Q4: 3,651 shares; 2025Q1: 3,494 shares; 2025Q2: 3,784 shares; 2025Q3: 4,044 shares 4,044 $830K 0.01% +260 Timeline DFAW 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: 6,440 shares; 2024Q4: 9,236 shares; 2025Q1: 8,471 shares; 2025Q2: 11,469 shares; 2025Q3: 11,521 shares 11,521 $828K 0.01% +52 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: 2,450 shares; 2024Q4: 1,617 shares; 2025Q1: 2,051 shares; 2025Q2: 2,134 shares; 2025Q3: 2,367 shares 2,367 $807K 0.01% +233 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,243 shares; 2025Q1: 3,443 shares; 2025Q2: 3,628 shares; 2025Q3: 2,793 shares 2,793 $804K 0.01% -835 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: 7,528 shares; 2024Q4: 3,147 shares; 2025Q1: 3,888 shares; 2025Q2: 4,544 shares; 2025Q3: 4,727 shares 4,727 $801K 0.01% +183 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: 5,311 shares; 2024Q4: 2,403 shares; 2025Q1: 2,381 shares; 2025Q2: 2,396 shares; 2025Q3: 2,404 shares 2,404 $791K 0.01% +8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,807 shares; 2024Q4: 11,101 shares; 2025Q1: 11,459 shares; 2025Q2: 11,260 shares; 2025Q3: 11,560 shares 11,560 $782K 0.01% +300 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 9,635 shares; 2025Q1: 14,151 shares; 2025Q2: 16,194 shares; 2025Q3: 17,664 shares 17,664 $777K 0.01% +1,470 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 1,974 shares; 2025Q1: 2,371 shares; 2025Q2: 2,924 shares; 2025Q3: 3,552 shares 3,552 $774K 0.01% +628 Timeline IBDR 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: 747 shares; 2025Q1: 31,825 shares; 2025Q2: 31,833 shares; 2025Q3: 31,841 shares 31,841 $774K 0.01% +8 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,659 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 10,033 shares 10,033 $767K 0.01% +520 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 16,717 shares; 2025Q1: 41,665 shares; 2025Q2: 24,119 shares; 2025Q3: 25,930 shares 25,930 $760K 0.01% +1,811 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,544 shares; 2025Q1: 1,645 shares; 2025Q2: 1,790 shares; 2025Q3: 1,697 shares 1,697 $760K 0.01% -93 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: 1,485 shares; 2024Q4: 283 shares; 2025Q1: 784 shares; 2025Q2: 851 shares; 2025Q3: 1,591 shares 1,591 $758K 0.01% +740 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,312 shares; 2024Q4: 4,849 shares; 2025Q1: 5,474 shares; 2025Q2: 11,271 shares; 2025Q3: 11,495 shares 11,495 $758K 0.01% +224 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,910 shares; 2025Q1: 2,563 shares; 2025Q2: 2,798 shares; 2025Q3: 2,843 shares 2,843 $757K 0.01% +45 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: 2,069 shares; 2024Q4: 912 shares; 2025Q1: 919 shares; 2025Q2: 965 shares; 2025Q3: 966 shares 966 $756K 0.01% +1 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 4,217 shares; 2025Q1: 5,157 shares; 2025Q2: 5,419 shares; 2025Q3: 5,648 shares 5,648 $751K 0.01% +229 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 6,041 shares; 2025Q1: 5,934 shares; 2025Q2: 5,499 shares; 2025Q3: 5,000 shares 5,000 $745K 0.01% -499 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: 9,673 shares; 2024Q4: 8,287 shares; 2025Q1: 10,121 shares; 2025Q2: 9,831 shares; 2025Q3: 9,706 shares 9,706 $732K 0.01% -125 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 16,344 shares; 2025Q3: 52,527 shares 52,527 $726K 0.01% +36,183 Timeline KSA 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: 14,074 shares; 2024Q4: 12,246 shares; 2025Q1: 16,111 shares; 2025Q2: 16,554 shares; 2025Q3: 17,805 shares 17,805 $723K 0.01% +1,251 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: 6,820 shares; 2024Q4: 6,529 shares; 2025Q1: 7,424 shares; 2025Q2: 8,908 shares; 2025Q3: 8,939 shares 8,939 $721K 0.01% +31 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,708 shares; 2025Q1: 2,043 shares; 2025Q2: 2,182 shares; 2025Q3: 2,107 shares 2,107 $716K 0.01% -75 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: 15,295 shares; 2024Q4: 4,439 shares; 2025Q1: 4,426 shares; 2025Q2: 12,609 shares; 2025Q3: 12,717 shares 12,717 $709K 0.01% +108 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: 17,910 shares; 2024Q4: 14,942 shares; 2025Q1: 26,187 shares; 2025Q2: 25,457 shares; 2025Q3: 28,801 shares 28,801 $707K 0.01% +3,344 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: 28,243 shares; 2024Q4: 7,117 shares; 2025Q1: 6,109 shares; 2025Q2: 5,665 shares; 2025Q3: 8,526 shares 8,526 $707K 0.01% +2,861 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 7,323 shares; 2025Q1: 5,258 shares; 2025Q2: 5,105 shares; 2025Q3: 5,116 shares 5,116 $705K 0.01% +11 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 1,811 shares; 2025Q1: 2,379 shares; 2025Q2: 2,759 shares; 2025Q3: 4,744 shares 4,744 $705K 0.01% +1,985 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,191 shares; 2024Q4: 21,814 shares; 2025Q1: 20,307 shares; 2025Q2: 20,307 shares; 2025Q3: 19,098 shares 19,098 $705K 0.01% -1,209 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 4,122 shares; 2025Q1: 4,989 shares; 2025Q2: 4,973 shares; 2025Q3: 5,301 shares 5,301 $702K 0.01% +328 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: 4,550 shares; 2024Q4: 2,792 shares; 2025Q1: 3,144 shares; 2025Q2: 2,883 shares; 2025Q3: 2,480 shares 2,480 $700K 0.01% -403 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: 3,682 shares; 2024Q4: 2,386 shares; 2025Q1: 2,808 shares; 2025Q2: 2,281 shares; 2025Q3: 2,465 shares 2,465 $696K 0.01% +184 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,086 shares; 2024Q4: 22,761 shares; 2025Q1: 22,590 shares; 2025Q2: 24,045 shares; 2025Q3: 24,033 shares 24,033 $695K 0.01% -12 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,828 shares; 2024Q4: 6,586 shares; 2025Q1: 8,228 shares; 2025Q2: 8,804 shares; 2025Q3: 9,445 shares 9,445 $693K 0.01% +641 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 2,390 shares; 2025Q1: 6,465 shares; 2025Q2: 6,745 shares; 2025Q3: 6,506 shares 6,506 $693K 0.01% -239 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 8,358 shares; 2025Q1: 8,404 shares; 2025Q2: 8,358 shares; 2025Q3: 9,533 shares 9,533 $689K 0.01% +1,175 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,519 shares; 2025Q2: 14,532 shares; 2025Q3: 15,407 shares 15,407 $688K 0.01% +875 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: 2,542 shares; 2024Q4: 2,543 shares; 2025Q1: 3,692 shares; 2025Q2: 2,983 shares; 2025Q3: 3,487 shares 3,487 $684K 0.01% +504 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: 6,175 shares; 2024Q4: 2,076 shares; 2025Q1: 2,153 shares; 2025Q2: 2,086 shares; 2025Q3: 3,535 shares 3,535 $681K 0.01% +1,449 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 1,064 shares; 2025Q1: 7,772 shares; 2025Q2: 8,254 shares; 2025Q3: 36,168 shares 36,168 $681K 0.01% +27,914 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 6,161 shares; 2025Q1: 7,535 shares; 2025Q2: 9,053 shares; 2025Q3: 9,284 shares 9,284 $680K 0.01% +231 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,182 shares; 2024Q4: 12,210 shares; 2025Q1: 15,130 shares; 2025Q2: 10,926 shares; 2025Q3: 11,361 shares 11,361 $678K 0.01% +435 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: 8,601 shares; 2024Q4: 9,232 shares; 2025Q1: 9,900 shares; 2025Q2: 7,351 shares; 2025Q3: 10,383 shares 10,383 $678K 0.01% +3,032 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,301 shares; 2024Q4: 23,872 shares; 2025Q1: 21,512 shares; 2025Q2: 19,882 shares; 2025Q3: 19,571 shares 19,571 $674K 0.01% -311 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,773 shares; 2024Q4: 21,784 shares; 2025Q1: 29,051 shares; 2025Q2: 31,575 shares; 2025Q3: 42,000 shares 42,000 $672K 0.01% +10,425 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,818 shares; 2024Q4: 23,733 shares; 2025Q1: 24,649 shares; 2025Q2: 23,057 shares; 2025Q3: 23,559 shares 23,559 $667K 0.01% +502 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: 2,441 shares; 2024Q4: 1,929 shares; 2025Q1: 2,245 shares; 2025Q2: 2,086 shares; 2025Q3: 2,304 shares 2,304 $664K 0.01% +218 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,402 shares; 2024Q4: 6,822 shares; 2025Q1: 5,694 shares; 2025Q2: 4,488 shares; 2025Q3: 7,090 shares 7,090 $664K 0.01% +2,602 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: not reported; 2024Q4: not reported; 2025Q1: 3,954 shares; 2025Q2: 4,108 shares; 2025Q3: 4,543 shares 4,543 $662K 0.01% +435 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 11,231 shares; 2025Q1: 12,976 shares; 2025Q2: 16,556 shares; 2025Q3: 15,944 shares 15,944 $658K 0.01% -612 Timeline GDXJ 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: 1,400 shares; 2024Q4: 1,600 shares; 2025Q1: 6,247 shares; 2025Q2: 6,247 shares; 2025Q3: 6,637 shares 6,637 $657K 0.01% +390 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: 2,353 shares; 2024Q4: 1,650 shares; 2025Q1: 1,797 shares; 2025Q2: 1,805 shares; 2025Q3: 1,890 shares 1,890 $653K 0.01% +85 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,788 shares; 2024Q4: 13,686 shares; 2025Q1: 13,705 shares; 2025Q2: 13,964 shares; 2025Q3: 13,686 shares 13,686 $650K 0.01% -278 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,715 shares; 2024Q4: 5,797 shares; 2025Q1: 6,025 shares; 2025Q2: 6,521 shares; 2025Q3: 6,623 shares 6,623 $649K 0.01% +102 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,694 shares; 2024Q4: 873 shares; 2025Q1: 24,867 shares; 2025Q2: 36,912 shares; 2025Q3: 36,912 shares 36,912 $644K 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: 2,385 shares; 2024Q4: 2,522 shares; 2025Q1: 2,842 shares; 2025Q2: 3,145 shares; 2025Q3: 2,724 shares 2,724 $643K 0.01% -421 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: 2,975 shares; 2024Q4: 1,079 shares; 2025Q1: 1,103 shares; 2025Q2: 496 shares; 2025Q3: 1,299 shares 1,299 $641K 0.01% +803 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: 3,561 shares; 2024Q4: 4,738 shares; 2025Q1: 5,126 shares; 2025Q2: 5,703 shares; 2025Q3: 4,201 shares 4,201 $639K 0.01% -1,502 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 1,716 shares; 2025Q1: 1,364 shares; 2025Q2: 2,316 shares; 2025Q3: 2,363 shares 2,363 $639K 0.01% +47 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,181 shares; 2025Q1: 1,584 shares; 2025Q2: 1,957 shares; 2025Q3: 2,054 shares 2,054 $638K 0.01% +97 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: 14,123 shares; 2024Q4: 7,398 shares; 2025Q1: 8,070 shares; 2025Q2: 7,247 shares; 2025Q3: 7,573 shares 7,573 $637K 0.01% +326 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 2,564 shares; 2025Q1: 3,249 shares; 2025Q2: 8,305 shares; 2025Q3: 8,756 shares 8,756 $636K 0.01% +451 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 4,413 shares; 2025Q1: 5,124 shares; 2025Q2: 5,806 shares; 2025Q3: 5,663 shares 5,663 $635K 0.01% -143 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: 4,830 shares; 2024Q4: 10,479 shares; 2025Q1: 11,333 shares; 2025Q2: 11,733 shares; 2025Q3: 5,090 shares 5,090 $633K 0.01% -6,643 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: 255 shares; 2024Q4: 87 shares; 2025Q1: 97 shares; 2025Q2: 106 shares; 2025Q3: 116 shares 116 $627K 0.01% +10 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: 6,520 shares; 2024Q4: 3,526 shares; 2025Q1: 3,998 shares; 2025Q2: 4,497 shares; 2025Q3: 5,640 shares 5,640 $626K 0.01% +1,143 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: 7,157 shares; 2024Q4: 6,364 shares; 2025Q1: 6,124 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $626K 0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,076 shares; 2025Q1: 1,326 shares; 2025Q2: 1,477 shares; 2025Q3: 1,611 shares 1,611 $625K 0.01% +134 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 23,082 shares; 2025Q1: 19,244 shares; 2025Q2: 19,230 shares; 2025Q3: 23,645 shares 23,645 $623K 0.01% +4,415 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: 2,447 shares; 2024Q4: 533 shares; 2025Q1: 574 shares; 2025Q2: 2,802 shares; 2025Q3: 2,883 shares 2,883 $619K 0.01% +81 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 3,886 shares; 2025Q1: 4,237 shares; 2025Q2: 5,716 shares; 2025Q3: 5,877 shares 5,877 $617K 0.01% +161 Timeline ICVT 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: 8,425 shares; 2024Q4: 11,385 shares; 2025Q1: 11,639 shares; 2025Q2: 6,106 shares; 2025Q3: 6,135 shares 6,135 $614K 0.01% +29 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 3,792 shares; 2025Q1: 4,819 shares; 2025Q2: 12,592 shares; 2025Q3: 12,416 shares 12,416 $611K 0.01% -176 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 7,086 shares; 2025Q1: 6,839 shares; 2025Q2: 4,685 shares; 2025Q3: 4,763 shares 4,763 $611K 0.01% +78 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: 4,308 shares; 2024Q4: 3,967 shares; 2025Q1: 3,652 shares; 2025Q2: 3,542 shares; 2025Q3: 3,032 shares 3,032 $609K 0.01% -510 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 11,888 shares; 2025Q1: 10,274 shares; 2025Q2: 9,712 shares; 2025Q3: 9,297 shares 9,297 $609K 0.01% -415 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: 3,876 shares; 2024Q4: 5,027 shares; 2025Q1: 4,762 shares; 2025Q2: 17,982 shares; 2025Q3: 19,061 shares 19,061 $608K 0.01% +1,079 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: 1,673 shares; 2024Q4: 1,879 shares; 2025Q1: 4,414 shares; 2025Q2: 4,848 shares; 2025Q3: 5,562 shares 5,562 $606K 0.01% +714 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,425 shares; 2024Q4: 131,362 shares; 2025Q1: 149,600 shares; 2025Q2: 146,197 shares; 2025Q3: 133,456 shares 133,456 $606K 0.01% -12,741 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,131 shares; 2025Q1: 3,121 shares; 2025Q2: 3,199 shares; 2025Q3: 3,128 shares 3,128 $605K 0.01% -71 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,275 shares; 2025Q1: 1,699 shares; 2025Q2: 1,805 shares; 2025Q3: 1,892 shares 1,892 $605K 0.01% +87 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: 7,118 shares; 2024Q4: 6,021 shares; 2025Q1: 7,637 shares; 2025Q2: 8,322 shares; 2025Q3: 8,960 shares 8,960 $605K 0.01% +638 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,512 shares; 2024Q4: 31,950 shares; 2025Q1: 25,716 shares; 2025Q2: 26,296 shares; 2025Q3: 26,846 shares 26,846 $599K 0.01% +550 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: 2,368 shares; 2024Q4: 1,598 shares; 2025Q1: 1,758 shares; 2025Q2: 1,791 shares; 2025Q3: 1,724 shares 1,724 $597K 0.01% -67 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: 8,113 shares; 2025Q1: 9,983 shares; 2025Q2: 8,343 shares; 2025Q3: 9,411 shares 9,411 $596K 0.01% +1,068 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,024 shares; 2025Q1: 1,249 shares; 2025Q2: 1,235 shares; 2025Q3: 1,229 shares 1,229 $596K 0.01% -6 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 3,438 shares; 2025Q3: 3,630 shares 3,630 $591K 0.01% +192 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,070 shares; 2024Q4: 11,432 shares; 2025Q1: 16,638 shares; 2025Q2: 16,434 shares; 2025Q3: 16,834 shares 16,834 $588K 0.01% +400 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 2,789 shares; 2025Q1: 3,300 shares; 2025Q2: 3,463 shares; 2025Q3: 3,712 shares 3,712 $588K 0.01% +249 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: 8,049 shares; 2024Q4: 7,786 shares; 2025Q1: 7,579 shares; 2025Q2: 7,574 shares; 2025Q3: 7,555 shares 7,555 $588K 0.01% -19 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,046 shares; 2024Q4: 12,098 shares; 2025Q1: 16,806 shares; 2025Q2: 16,532 shares; 2025Q3: 12,420 shares 12,420 $586K 0.01% -4,112 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: 7,102 shares; 2024Q4: 4,428 shares; 2025Q1: 4,967 shares; 2025Q2: 6,777 shares; 2025Q3: 6,939 shares 6,939 $583K 0.01% +162 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 1,124 shares; 2025Q1: 2,557 shares; 2025Q2: 2,757 shares; 2025Q3: 3,454 shares 3,454 $582K 0.01% +697 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 2,996 shares; 2025Q1: 4,242 shares; 2025Q2: 3,979 shares; 2025Q3: 4,121 shares 4,121 $577K 0.01% +142 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,563 shares; 2025Q1: 3,159 shares; 2025Q2: 4,293 shares; 2025Q3: 4,378 shares 4,378 $577K 0.01% +85 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: 4,292 shares; 2024Q4: 9,855 shares; 2025Q1: 21,926 shares; 2025Q2: 21,961 shares; 2025Q3: 22,375 shares 22,375 $575K 0.01% +414 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: 4,752 shares; 2024Q4: 672 shares; 2025Q1: 459 shares; 2025Q2: 638 shares; 2025Q3: 1,630 shares 1,630 $573K 0.01% +992 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 956 shares; 2025Q1: 1,757 shares; 2025Q2: 3,083 shares; 2025Q3: 3,208 shares 3,208 $571K 0.01% +125 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 6,610 shares; 2025Q1: 8,090 shares; 2025Q2: 8,744 shares; 2025Q3: 9,460 shares 9,460 $562K 0.01% +716 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,193 shares 78,193 $561K 0.01% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,567 shares; 2024Q4: 11,180 shares; 2025Q1: 11,180 shares; 2025Q2: 11,180 shares; 2025Q3: 12,612 shares 12,612 $561K 0.01% +1,432 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: 3,985 shares; 2024Q4: 3,904 shares; 2025Q1: 4,273 shares; 2025Q2: 3,160 shares; 2025Q3: 3,260 shares 3,260 $557K 0.01% +100 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,129 shares; 2024Q4: 73,129 shares; 2025Q1: 73,129 shares; 2025Q2: 73,129 shares; 2025Q3: 73,129 shares 73,129 $552K 0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 410 shares; 2025Q1: 2,957 shares; 2025Q2: 3,135 shares; 2025Q3: 3,232 shares 3,232 $550K 0.01% +97 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: 2,989 shares; 2024Q4: 1,751 shares; 2025Q1: 2,563 shares; 2025Q2: 2,581 shares; 2025Q3: 2,561 shares 2,561 $550K 0.01% -20 Timeline DFAT 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: 9,410 shares; 2024Q4: 9,500 shares; 2025Q1: 9,426 shares; 2025Q2: 9,426 shares; 2025Q3: 9,426 shares 9,426 $549K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: not reported; 2025Q1: 2,279 shares; 2025Q2: 4,565 shares; 2025Q3: 4,620 shares 4,620 $547K 0.01% +55 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 2,263 shares; 2025Q1: 3,094 shares; 2025Q2: 3,375 shares; 2025Q3: 3,574 shares 3,574 $543K 0.01% +199 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 2,432 shares; 2025Q1: 3,084 shares; 2025Q2: 3,820 shares; 2025Q3: 4,094 shares 4,094 $541K 0.01% +274 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: 797 shares; 2024Q4: 752 shares; 2025Q1: 911 shares; 2025Q2: 784 shares; 2025Q3: 655 shares 655 $540K 0.01% -129 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,328 shares; 2025Q1: 3,971 shares; 2025Q2: 4,233 shares; 2025Q3: 4,459 shares 4,459 $540K 0.01% +226 Timeline GPGI GPGI INC More: the full row for GPGI 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: 18,732 shares; 2025Q2: 24,933 shares; 2025Q3: 25,867 shares 25,867 $539K 0.01% +934 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 227 shares; 2025Q1: 309 shares; 2025Q2: 1,674 shares; 2025Q3: 1,688 shares 1,688 $537K 0.01% +14 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 754 shares; 2025Q1: 945 shares; 2025Q2: 926 shares; 2025Q3: 897 shares 897 $535K 0.01% -29 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,057 shares; 2025Q1: 3,633 shares; 2025Q2: 5,194 shares; 2025Q3: 5,333 shares 5,333 $533K 0.01% +139 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: 7,109 shares; 2024Q4: 5,288 shares; 2025Q1: 5,691 shares; 2025Q2: 5,366 shares; 2025Q3: 4,728 shares 4,728 $532K 0.01% -638 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: 3,066 shares; 2024Q4: 2,325 shares; 2025Q1: 2,975 shares; 2025Q2: 3,502 shares; 2025Q3: 2,208 shares 2,208 $532K 0.01% -1,294 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,346 shares; 2024Q4: 18,741 shares; 2025Q1: 25,925 shares; 2025Q2: 26,468 shares; 2025Q3: 21,328 shares 21,328 $531K 0.01% -5,140 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 4,652 shares; 2025Q1: 6,005 shares; 2025Q2: 6,485 shares; 2025Q3: 7,042 shares 7,042 $523K 0.01% +557 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: 6,968 shares; 2024Q4: 3,553 shares; 2025Q1: 3,571 shares; 2025Q2: 3,636 shares; 2025Q3: 3,841 shares 3,841 $522K 0.01% +205 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 1,765 shares; 2025Q1: 2,087 shares; 2025Q2: 1,950 shares; 2025Q3: 13,485 shares 13,485 $522K 0.01% +11,535 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 54,454 shares; 2025Q1: 66,782 shares; 2025Q2: 67,437 shares; 2025Q3: 75,437 shares 75,437 $522K 0.01% +8,000 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,866 shares; 2024Q4: 21,496 shares; 2025Q1: 30,231 shares; 2025Q2: 21,392 shares; 2025Q3: 27,086 shares 27,086 $521K 0.01% +5,694 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,056 shares; 2024Q4: 51,476 shares; 2025Q1: 10,980 shares; 2025Q2: 10,539 shares; 2025Q3: 9,808 shares 9,808 $518K 0.01% -731 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: 19,843 shares; 2025Q2: 19,843 shares; 2025Q3: 19,843 shares 19,843 $517K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 2,451 shares; 2025Q1: 3,044 shares; 2025Q2: 3,518 shares; 2025Q3: 3,623 shares 3,623 $516K 0.01% +105 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,632 shares; 2024Q4: 20,702 shares; 2025Q1: 19,221 shares; 2025Q2: 20,349 shares; 2025Q3: 26,350 shares 26,350 $516K 0.01% +6,001 Timeline IXN 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: 4,000 shares; 2024Q4: 10,591 shares; 2025Q1: 4,994 shares; 2025Q2: 4,994 shares; 2025Q3: 4,994 shares 4,994 $515K 0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,038 shares; 2025Q1: 1,099 shares; 2025Q2: 1,029 shares; 2025Q3: 1,059 shares 1,059 $512K 0.01% +30 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: 1,235 shares; 2024Q4: 1,100 shares; 2025Q1: 1,138 shares; 2025Q2: 1,267 shares; 2025Q3: 1,230 shares 1,230 $510K 0.01% -37 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,067 shares; 2025Q1: 1,091 shares; 2025Q2: 2,050 shares; 2025Q3: 2,318 shares 2,318 $509K 0.01% +268 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: 7,711 shares; 2024Q4: 7,600 shares; 2025Q1: 7,601 shares; 2025Q2: 6,922 shares; 2025Q3: 6,916 shares 6,916 $505K 0.01% -6 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 1,950 shares; 2025Q1: 2,043 shares; 2025Q2: 2,616 shares; 2025Q3: 2,817 shares 2,817 $503K 0.01% +201 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: 8,875 shares; 2024Q4: 5,629 shares; 2025Q1: 5,576 shares; 2025Q2: 4,453 shares; 2025Q3: 4,564 shares 4,564 $502K 0.01% +111 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 977 shares; 2025Q1: 2,256 shares; 2025Q2: 3,313 shares; 2025Q3: 3,648 shares 3,648 $501K 0.01% +335 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 2,631 shares; 2025Q2: 3,908 shares; 2025Q3: 4,045 shares 4,045 $501K 0.01% +137 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,831 shares; 2024Q4: 22,833 shares; 2025Q1: 25,657 shares; 2025Q2: 24,198 shares; 2025Q3: 25,075 shares 25,075 $498K 0.01% +877 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 14,283 shares 14,283 $498K 0.01% +13,846 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 400 shares; 2025Q2: 21,380 shares; 2025Q3: 21,555 shares 21,555 $498K 0.01% +175 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: 15,123 shares; 2024Q4: 10,239 shares; 2025Q1: 9,268 shares; 2025Q2: 10,230 shares; 2025Q3: 10,296 shares 10,296 $498K 0.01% +66 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,173 shares; 2024Q4: 50,245 shares; 2025Q1: 55,003 shares; 2025Q2: 52,096 shares; 2025Q3: 55,000 shares 55,000 $493K 0.01% +2,904 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,235 shares; 2025Q3: 1,168 shares 1,168 $490K 0.01% -67 Timeline FVD 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: 10,650 shares; 2024Q4: 13,495 shares; 2025Q1: 10,570 shares; 2025Q2: 10,696 shares; 2025Q3: 10,570 shares 10,570 $489K 0.01% -126 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,156 shares; 2024Q4: 12,931 shares; 2025Q1: 9,437 shares; 2025Q2: 8,800 shares; 2025Q3: 8,085 shares 8,085 $489K 0.01% -715 Timeline DFIC 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: 16,891 shares; 2024Q4: 16,891 shares; 2025Q1: 13,753 shares; 2025Q2: 15,153 shares; 2025Q3: 14,832 shares 14,832 $486K 0.01% -321 Timeline SMIN 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: 3,083 shares; 2024Q4: 2,915 shares; 2025Q1: 6,025 shares; 2025Q2: 6,411 shares; 2025Q3: 6,778 shares 6,778 $486K 0.01% +367 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 15 shares; 2025Q1: 877 shares; 2025Q2: 973 shares; 2025Q3: 2,176 shares 2,176 $485K 0.01% +1,203 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 259 shares; 2025Q1: 508 shares; 2025Q2: 1,728 shares; 2025Q3: 1,678 shares 1,678 $485K 0.01% -50 Timeline COMPANHIA PARANAENSE DE ENE… COMPANHIA PARANAENSE DE ENERGI More: the full row for COMPANHIA PARANAENSE DE ENERGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,503 shares; 2024Q4: 10,378 shares; 2025Q1: 11,024 shares; 2025Q2: 10,183 shares; 2025Q3: 49,277 shares 49,277 $483K 0.01% +39,094 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,560 shares; 2025Q1: 1,568 shares; 2025Q2: 1,335 shares; 2025Q3: 1,320 shares 1,320 $482K 0.01% -15 Timeline