BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,243,551 shares; 2024Q4: 20,733,226 shares; 2025Q1: 20,490,826 shares; 2025Q2: 20,079,443 shares; 2025Q3: 19,733,573 shares 19,733,573 $1.93B 47.69% -345,870 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: 766,893 shares; 2024Q4: 715,672 shares; 2025Q1: 715,772 shares; 2025Q2: 779,915 shares; 2025Q3: 785,989 shares 785,989 $173M 4.27% +6,074 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: 291,444 shares; 2024Q4: 280,471 shares; 2025Q1: 281,035 shares; 2025Q2: 315,079 shares; 2025Q3: 322,656 shares 322,656 $167M 4.14% +7,577 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: 251,523 shares; 2024Q4: 239,895 shares; 2025Q1: 240,143 shares; 2025Q2: 251,489 shares; 2025Q3: 207,305 shares 207,305 $158M 3.92% -44,184 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: 450,333 shares; 2024Q4: 421,616 shares; 2025Q1: 422,092 shares; 2025Q2: 473,408 shares; 2025Q3: 481,810 shares 481,810 $117M 2.9% +8,402 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: 214,651 shares; 2024Q4: 194,404 shares; 2025Q1: 194,720 shares; 2025Q2: 215,354 shares; 2025Q3: 226,762 shares 226,762 $108M 2.68% +11,408 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,639 shares; 2024Q4: 722,114 shares; 2025Q1: 731,330 shares; 2025Q2: 834,344 shares; 2025Q3: 890,951 shares 890,951 $108M 2.68% +56,607 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,795 shares; 2024Q4: 357,790 shares; 2025Q1: 357,837 shares; 2025Q2: 364,389 shares; 2025Q3: 301,347 shares 301,347 $79.2M 1.96% -63,042 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,041 shares; 2024Q4: 746,202 shares; 2025Q1: 753,588 shares; 2025Q2: 852,626 shares; 2025Q3: 903,304 shares 903,304 $65.9M 1.63% +50,678 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: 497,515 shares; 2024Q4: 467,409 shares; 2025Q1: 471,398 shares; 2025Q2: 529,741 shares; 2025Q3: 560,129 shares 560,129 $63M 1.56% +30,388 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: 1,553,724 shares; 2024Q4: 1,527,099 shares; 2025Q1: 1,549,414 shares; 2025Q2: 1,765,007 shares; 2025Q3: 1,880,964 shares 1,880,964 $58.8M 1.46% +115,957 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: 146,557 shares; 2024Q4: 122,454 shares; 2025Q1: 123,074 shares; 2025Q2: 134,159 shares; 2025Q3: 141,387 shares 141,387 $44.6M 1.1% +7,228 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: 425,517 shares; 2024Q4: 382,213 shares; 2025Q1: 385,155 shares; 2025Q2: 426,494 shares; 2025Q3: 450,621 shares 450,621 $42.7M 1.06% +24,127 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: 262,012 shares; 2024Q4: 217,907 shares; 2025Q1: 219,340 shares; 2025Q2: 245,883 shares; 2025Q3: 259,424 shares 259,424 $41.2M 1.02% +13,541 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,074 shares; 2024Q4: 279,840 shares; 2025Q1: 280,088 shares; 2025Q2: 280,382 shares; 2025Q3: 280,634 shares 280,634 $36.5M 0.9% +252 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: 385,434 shares; 2024Q4: 348,940 shares; 2025Q1: 351,462 shares; 2025Q2: 386,847 shares; 2025Q3: 409,924 shares 409,924 $34.2M 0.85% +23,077 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: 241,472 shares; 2024Q4: 210,364 shares; 2025Q1: 211,265 shares; 2025Q2: 232,050 shares; 2025Q3: 244,093 shares 244,093 $32M 0.79% +12,043 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: 313,181 shares; 2024Q4: 274,859 shares; 2025Q1: 275,370 shares; 2025Q2: 292,403 shares; 2025Q3: 307,384 shares 307,384 $31.7M 0.78% +14,981 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: 111,255 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 62,001 shares; 2025Q3: 62,001 shares 62,001 $30.1M 0.74% 0 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: 231,055 shares; 2024Q4: 206,290 shares; 2025Q1: 207,968 shares; 2025Q2: 228,300 shares; 2025Q3: 241,183 shares 241,183 $29.8M 0.74% +12,883 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: 58,095 shares; 2024Q4: 50,598 shares; 2025Q1: 53,698 shares; 2025Q2: 153,202 shares; 2025Q3: 158,928 shares 158,928 $29.7M 0.73% +5,726 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: 64,265 shares; 2024Q4: 57,668 shares; 2025Q1: 57,841 shares; 2025Q2: 60,448 shares; 2025Q3: 63,571 shares 63,571 $29.1M 0.72% +3,123 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; 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: 121,000 shares; 2025Q3: 121,000 shares 121,000 $27.5M 0.68% 0 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: 771,250 shares; 2024Q4: 771,795 shares; 2025Q1: 779,690 shares; 2025Q2: 848,455 shares; 2025Q3: 899,538 shares 899,538 $25.5M 0.63% +51,083 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: 127,984 shares; 2024Q4: 126,509 shares; 2025Q1: 127,820 shares; 2025Q2: 138,828 shares; 2025Q3: 147,119 shares 147,119 $22.8M 0.57% +8,291 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,891 shares; 2024Q4: 981,438 shares; 2025Q1: 999,150 shares; 2025Q2: 1,131,158 shares; 2025Q3: 1,211,631 shares 1,211,631 $20.7M 0.51% +80,473 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,158 shares; 2024Q4: 340,198 shares; 2025Q1: 345,547 shares; 2025Q2: 380,978 shares; 2025Q3: 407,314 shares 407,314 $20.3M 0.5% +26,336 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: 292,677 shares; 2024Q4: 254,067 shares; 2025Q1: 253,661 shares; 2025Q2: 276,081 shares; 2025Q3: 289,249 shares 289,249 $19.2M 0.47% +13,168 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 39,434 shares; 2025Q3: 40,647 shares 40,647 $18.1M 0.45% +1,213 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: 15,541 shares; 2024Q4: 15,558 shares; 2025Q1: 15,575 shares; 2025Q2: 65,922 shares; 2025Q3: 67,221 shares 67,221 $17.1M 0.42% +1,299 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: 197 shares; 2024Q4: 3,522 shares; 2025Q1: 3,523 shares; 2025Q2: 22,228 shares; 2025Q3: 23,030 shares 23,030 $16.9M 0.42% +802 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: 104,193 shares; 2024Q4: 103,472 shares; 2025Q1: 104,336 shares; 2025Q2: 111,818 shares; 2025Q3: 116,924 shares 116,924 $15.9M 0.39% +5,106 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,718 shares; 2024Q4: 729,590 shares; 2025Q1: 742,618 shares; 2025Q2: 856,060 shares; 2025Q3: 915,169 shares 915,169 $15.7M 0.39% +59,109 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: 184,479 shares; 2024Q4: 155,970 shares; 2025Q1: 155,882 shares; 2025Q2: 165,709 shares; 2025Q3: 173,367 shares 173,367 $14.6M 0.36% +7,658 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: 237,403 shares; 2024Q4: 246,616 shares; 2025Q1: 249,369 shares; 2025Q2: 270,964 shares; 2025Q3: 286,920 shares 286,920 $14.5M 0.36% +15,956 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: 129,387 shares; 2024Q4: 126,123 shares; 2025Q1: 127,170 shares; 2025Q2: 141,911 shares; 2025Q3: 148,297 shares 148,297 $14M 0.35% +6,386 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: 73,265 shares; 2024Q4: 74,138 shares; 2025Q1: 74,863 shares; 2025Q2: 78,881 shares; 2025Q3: 83,320 shares 83,320 $13.5M 0.33% +4,439 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: 76,470 shares; 2024Q4: 63,634 shares; 2025Q1: 64,080 shares; 2025Q2: 69,181 shares; 2025Q3: 72,846 shares 72,846 $13.5M 0.33% +3,665 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: 100,622 shares; 2024Q4: 85,437 shares; 2025Q1: 85,784 shares; 2025Q2: 90,802 shares; 2025Q3: 94,289 shares 94,289 $12.6M 0.31% +3,487 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: 18,002 shares; 2024Q4: 32,723 shares; 2025Q1: 32,745 shares; 2025Q2: 35,004 shares; 2025Q3: 36,744 shares 36,744 $12.5M 0.31% +1,740 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: 304,158 shares; 2024Q4: 295,712 shares; 2025Q1: 299,750 shares; 2025Q2: 337,724 shares; 2025Q3: 356,614 shares 356,614 $12.3M 0.3% +18,890 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: 17,446 shares; 2024Q4: 17,496 shares; 2025Q1: 17,496 shares; 2025Q2: 18,531 shares; 2025Q3: 18,549 shares 18,549 $11.1M 0.28% +18 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,076 shares; 2024Q4: 56,362 shares; 2025Q1: 56,830 shares; 2025Q2: 62,204 shares; 2025Q3: 65,222 shares 65,222 $11.1M 0.27% +3,018 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: 218,934 shares; 2024Q4: 176,255 shares; 2025Q1: 177,143 shares; 2025Q2: 194,692 shares; 2025Q3: 204,442 shares 204,442 $10.5M 0.26% +9,750 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,965 shares; 2024Q4: 203,432 shares; 2025Q1: 205,379 shares; 2025Q2: 216,536 shares; 2025Q3: 228,352 shares 228,352 $10.5M 0.26% +11,816 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: 12,879 shares; 2024Q4: 10,734 shares; 2025Q1: 10,791 shares; 2025Q2: 11,596 shares; 2025Q3: 11,654 shares 11,654 $9.28M 0.23% +58 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: 25,266 shares; 2024Q4: 33,913 shares; 2025Q1: 34,022 shares; 2025Q2: 35,166 shares; 2025Q3: 36,741 shares 36,741 $9.23M 0.23% +1,575 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,560 shares; 2024Q4: 153,504 shares; 2025Q1: 154,292 shares; 2025Q2: 169,029 shares; 2025Q3: 171,761 shares 171,761 $8.71M 0.22% +2,732 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: 13,098 shares; 2024Q4: 13,175 shares; 2025Q1: 13,218 shares; 2025Q2: 14,115 shares; 2025Q3: 14,155 shares 14,155 $8.67M 0.21% +40 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: 7,162 shares; 2024Q4: 7,170 shares; 2025Q1: 7,178 shares; 2025Q2: 29,087 shares; 2025Q3: 30,487 shares 30,487 $7.41M 0.18% +1,400 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: 241,231 shares; 2024Q4: 229,161 shares; 2025Q1: 231,372 shares; 2025Q2: 248,342 shares; 2025Q3: 262,355 shares 262,355 $7.41M 0.18% +14,013 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: 41,106 shares; 2024Q4: 71,151 shares; 2025Q1: 71,151 shares; 2025Q2: 74,561 shares; 2025Q3: 74,561 shares 74,561 $7.3M 0.18% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,650 shares; 2024Q4: 149,654 shares; 2025Q1: 150,739 shares; 2025Q2: 157,697 shares; 2025Q3: 166,873 shares 166,873 $7.23M 0.18% +9,176 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,058 shares; 2024Q4: 54,992 shares; 2025Q1: 55,479 shares; 2025Q2: 63,699 shares; 2025Q3: 60,042 shares 60,042 $6.88M 0.17% -3,657 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,030 shares; 2024Q4: 72,248 shares; 2025Q1: 72,468 shares; 2025Q2: 72,685 shares; 2025Q3: 72,906 shares 72,906 $6.45M 0.16% +221 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,776 shares; 2024Q4: 151,455 shares; 2025Q1: 152,563 shares; 2025Q2: 164,172 shares; 2025Q3: 172,654 shares 172,654 $6.42M 0.16% +8,482 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: 49,794 shares; 2024Q4: 47,814 shares; 2025Q1: 47,170 shares; 2025Q2: 48,225 shares; 2025Q3: 48,754 shares 48,754 $6.06M 0.15% +529 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: 120,613 shares; 2024Q4: 119,678 shares; 2025Q1: 120,697 shares; 2025Q2: 128,508 shares; 2025Q3: 133,805 shares 133,805 $6.04M 0.15% +5,297 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: 12,292 shares; 2024Q4: 12,305 shares; 2025Q1: 12,318 shares; 2025Q2: 12,330 shares; 2025Q3: 12,341 shares 12,341 $5.78M 0.14% +11 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: 21,120 shares; 2024Q4: 21,207 shares; 2025Q1: 21,293 shares; 2025Q2: 21,835 shares; 2025Q3: 23,018 shares 23,018 $5.44M 0.13% +1,183 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: 21,163 shares; 2024Q4: 17,911 shares; 2025Q1: 17,949 shares; 2025Q2: 18,020 shares; 2025Q3: 18,056 shares 18,056 $5.08M 0.13% +36 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC 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: 302,953 shares; 2025Q2: 302,953 shares; 2025Q3: 302,953 shares 302,953 $4.75M 0.12% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,958 shares; 2024Q4: 20,034 shares; 2025Q1: 20,129 shares; 2025Q2: 21,139 shares; 2025Q3: 22,191 shares 22,191 $4.67M 0.12% +1,052 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: 31,575 shares; 2024Q4: 31,575 shares; 2025Q1: 31,941 shares; 2025Q2: 32,870 shares; 2025Q3: 33,082 shares 33,082 $4.65M 0.12% +212 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: 29,410 shares; 2024Q4: 28,956 shares; 2025Q1: 29,186 shares; 2025Q2: 30,961 shares; 2025Q3: 32,796 shares 32,796 $4.55M 0.11% +1,835 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: 19,538 shares; 2024Q4: 19,634 shares; 2025Q1: 19,727 shares; 2025Q2: 19,892 shares; 2025Q3: 19,992 shares 19,992 $4.29M 0.11% +100 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,479 shares; 2024Q4: 65,867 shares; 2025Q1: 66,323 shares; 2025Q2: 68,824 shares; 2025Q3: 72,699 shares 72,699 $4.27M 0.11% +3,875 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: 23,060 shares; 2024Q4: 23,131 shares; 2025Q1: 23,194 shares; 2025Q2: 23,920 shares; 2025Q3: 23,979 shares 23,979 $4.01M 0.1% +59 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: 25,708 shares; 2024Q4: 11,533 shares; 2025Q1: 11,552 shares; 2025Q2: 12,116 shares; 2025Q3: 12,138 shares 12,138 $3.76M 0.09% +22 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: 3,823 shares; 2024Q4: 3,828 shares; 2025Q1: 3,832 shares; 2025Q2: 3,949 shares; 2025Q3: 3,954 shares 3,954 $3.66M 0.09% +5 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: 49,846 shares; 2024Q4: 50,109 shares; 2025Q1: 50,494 shares; 2025Q2: 53,398 shares; 2025Q3: 56,392 shares 56,392 $3.57M 0.09% +2,994 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: 57,477 shares; 2024Q4: 40,001 shares; 2025Q1: 40,197 shares; 2025Q2: 42,072 shares; 2025Q3: 44,284 shares 44,284 $3.54M 0.09% +2,212 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: 29,444 shares; 2024Q4: 29,583 shares; 2025Q1: 29,729 shares; 2025Q2: 30,522 shares; 2025Q3: 30,669 shares 30,669 $3.46M 0.09% +147 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: 47,338 shares; 2024Q4: 47,761 shares; 2025Q1: 44,002 shares; 2025Q2: 46,440 shares; 2025Q3: 49,161 shares 49,161 $3.25M 0.08% +2,721 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,247 shares; 2024Q4: 43,405 shares; 2025Q1: 43,583 shares; 2025Q2: 43,794 shares; 2025Q3: 43,973 shares 43,973 $3.1M 0.08% +179 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: 72,732 shares; 2024Q4: 61,114 shares; 2025Q1: 62,107 shares; 2025Q2: 65,782 shares; 2025Q3: 69,825 shares 69,825 $3.07M 0.08% +4,043 Timeline MLPX 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: 43,947 shares; 2024Q4: 44,417 shares; 2025Q1: 44,943 shares; 2025Q2: 45,475 shares; 2025Q3: 46,022 shares 46,022 $2.89M 0.07% +547 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: 21,399 shares; 2024Q4: 15,929 shares; 2025Q1: 16,012 shares; 2025Q2: 17,503 shares; 2025Q3: 18,433 shares 18,433 $2.83M 0.07% +930 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: 10,112 shares; 2024Q4: 10,154 shares; 2025Q1: 10,193 shares; 2025Q2: 10,241 shares; 2025Q3: 10,301 shares 10,301 $2.54M 0.06% +60 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; 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: 68,861 shares 68,861 $2.51M 0.06% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,506 shares; 2024Q4: 21,220 shares; 2025Q1: 21,456 shares; 2025Q2: 22,685 shares; 2025Q3: 23,388 shares 23,388 $2.35M 0.06% +703 Timeline ACRS ACLARIS THERAPEUTICS INC More: the full row for ACLARIS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,424,176 shares; 2025Q2: 1,352,276 shares; 2025Q3: 1,225,476 shares 1,225,476 $2.33M 0.06% -126,800 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: 5,309 shares; 2024Q4: 5,318 shares; 2025Q1: 5,329 shares; 2025Q2: 5,556 shares; 2025Q3: 5,566 shares 5,566 $2.25M 0.06% +10 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,417 shares; 2024Q4: 59,417 shares; 2025Q1: 59,417 shares; 2025Q2: 59,417 shares; 2025Q3: 59,417 shares 59,417 $2.22M 0.06% 0 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: 50,047 shares; 2024Q4: 44,259 shares; 2025Q1: 47,042 shares; 2025Q2: 47,669 shares; 2025Q3: 46,698 shares 46,698 $2.19M 0.05% -971 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: 17,829 shares; 2024Q4: 17,907 shares; 2025Q1: 17,983 shares; 2025Q2: 19,570 shares; 2025Q3: 19,629 shares 19,629 $2.16M 0.05% +59 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,797 shares; 2024Q4: 14,874 shares; 2025Q1: 14,949 shares; 2025Q2: 16,396 shares; 2025Q3: 16,496 shares 16,496 $2.09M 0.05% +100 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 4,121 shares; 2025Q3: 4,121 shares 4,121 $2.06M 0.05% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,136 shares; 2024Q4: 361,136 shares; 2025Q1: 361,136 shares; 2025Q2: 361,136 shares; 2025Q3: 361,136 shares 361,136 $2M 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 13,049 shares; 2025Q1: 13,143 shares; 2025Q2: 15,234 shares; 2025Q3: 16,129 shares 16,129 $1.99M 0.05% +895 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: 30,376 shares; 2024Q4: 30,577 shares; 2025Q1: 30,832 shares; 2025Q2: 31,238 shares; 2025Q3: 31,458 shares 31,458 $1.97M 0.05% +220 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,893 shares; 2024Q4: 53,893 shares; 2025Q1: 54,202 shares; 2025Q2: 54,558 shares; 2025Q3: 54,875 shares 54,875 $1.94M 0.05% +317 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: 22,994 shares; 2024Q4: 22,745 shares; 2025Q1: 23,009 shares; 2025Q2: 24,319 shares; 2025Q3: 25,124 shares 25,124 $1.8M 0.04% +805 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: 21,494 shares; 2024Q4: 21,567 shares; 2025Q1: 21,649 shares; 2025Q2: 22,441 shares; 2025Q3: 23,226 shares 23,226 $1.75M 0.04% +785 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: 21,665 shares; 2024Q4: 21,235 shares; 2025Q1: 21,474 shares; 2025Q2: 22,057 shares; 2025Q3: 23,545 shares 23,545 $1.71M 0.04% +1,488 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 25,112 shares; 2025Q1: 25,439 shares; 2025Q2: 26,947 shares; 2025Q3: 27,645 shares 27,645 $1.7M 0.04% +698 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: 28,810 shares; 2024Q4: 21,482 shares; 2025Q1: 21,734 shares; 2025Q2: 22,191 shares; 2025Q3: 22,421 shares 22,421 $1.69M 0.04% +230 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 20,104 shares; 2025Q1: 20,289 shares; 2025Q2: 21,476 shares; 2025Q3: 22,675 shares 22,675 $1.61M 0.04% +1,199 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: 20,296 shares; 2024Q4: 20,161 shares; 2025Q1: 20,161 shares; 2025Q2: 22,282 shares; 2025Q3: 20,201 shares 20,201 $1.33M 0.03% -2,081 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: 11,141 shares; 2024Q4: 11,224 shares; 2025Q1: 11,308 shares; 2025Q2: 11,654 shares; 2025Q3: 11,747 shares 11,747 $1.32M 0.03% +93 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: 7,910 shares; 2024Q4: 7,925 shares; 2025Q1: 7,939 shares; 2025Q2: 8,195 shares; 2025Q3: 8,209 shares 8,209 $1.27M 0.03% +14 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,399 shares; 2024Q4: 19,424 shares; 2025Q1: 19,457 shares; 2025Q2: 19,987 shares; 2025Q3: 21,012 shares 21,012 $1.25M 0.03% +1,025 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: 37,822 shares; 2024Q4: 37,852 shares; 2025Q1: 38,159 shares; 2025Q2: 38,776 shares; 2025Q3: 39,134 shares 39,134 $1.23M 0.03% +358 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,300 shares; 2025Q1: 3,309 shares; 2025Q2: 3,318 shares; 2025Q3: 3,326 shares 3,326 $1.22M 0.03% +8 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 11,263 shares; 2025Q1: 11,287 shares; 2025Q2: 11,643 shares; 2025Q3: 12,254 shares 12,254 $1.12M 0.03% +611 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,976 shares; 2024Q4: 21,672 shares; 2025Q1: 18,344 shares; 2025Q2: 17,836 shares; 2025Q3: 18,814 shares 18,814 $1.11M 0.03% +978 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: 3,625 shares; 2024Q4: 3,655 shares; 2025Q1: 3,683 shares; 2025Q2: 3,898 shares; 2025Q3: 3,931 shares 3,931 $1.11M 0.03% +33 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: 3,461 shares; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: 3,661 shares; 2025Q3: 3,661 shares 3,661 $1.1M 0.03% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,617 shares; 2025Q1: 3,630 shares; 2025Q2: 3,334 shares; 2025Q3: 3,344 shares 3,344 $1.1M 0.03% +10 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: 3,587 shares; 2024Q4: 3,595 shares; 2025Q1: 3,604 shares; 2025Q2: 3,795 shares; 2025Q3: 3,804 shares 3,804 $991K 0.02% +9 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,255 shares; 2024Q4: 92,784 shares; 2025Q1: 95,632 shares; 2025Q2: 36,516 shares; 2025Q3: 36,219 shares 36,219 $961K 0.02% -297 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 15,075 shares; 2025Q1: 15,128 shares; 2025Q2: 15,819 shares; 2025Q3: 15,874 shares 15,874 $903K 0.02% +55 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: 2,830 shares; 2024Q4: 2,836 shares; 2025Q1: 2,844 shares; 2025Q2: 2,995 shares; 2025Q3: 3,002 shares 3,002 $822K 0.02% +7 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: 6,828 shares; 2024Q4: 12,049 shares; 2025Q1: 12,074 shares; 2025Q2: 2,337 shares; 2025Q3: 2,352 shares 2,352 $812K 0.02% +15 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 5,893 shares; 2025Q1: 5,895 shares; 2025Q2: 6,406 shares; 2025Q3: 6,408 shares 6,408 $807K 0.02% +2 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,349 shares; 2025Q1: 3,366 shares; 2025Q2: 3,385 shares; 2025Q3: 3,406 shares 3,406 $803K 0.02% +21 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: 8,897 shares; 2024Q4: 3,704 shares; 2025Q1: 3,708 shares; 2025Q2: 3,900 shares; 2025Q3: 3,906 shares 3,906 $774K 0.02% +6 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: 9,991 shares; 2025Q1: 10,040 shares; 2025Q2: 10,592 shares; 2025Q3: 10,647 shares 10,647 $718K 0.02% +55 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,140 shares; 2025Q1: 2,144 shares; 2025Q2: 2,231 shares; 2025Q3: 2,235 shares 2,235 $698K 0.02% +4 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: 35,394 shares; 2024Q4: 15,819 shares; 2025Q1: 14,720 shares; 2025Q2: 14,042 shares; 2025Q3: 13,927 shares 13,927 $673K 0.02% -115 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: 2,072 shares; 2024Q4: 2,084 shares; 2025Q1: 2,096 shares; 2025Q2: 2,199 shares; 2025Q3: 2,211 shares 2,211 $672K 0.02% +12 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: 2,317 shares; 2024Q4: 2,330 shares; 2025Q1: 2,343 shares; 2025Q2: 2,359 shares; 2025Q3: 2,374 shares 2,374 $647K 0.02% +15 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 639 shares; 2025Q1: 640 shares; 2025Q2: 674 shares; 2025Q3: 675 shares 675 $644K 0.02% +1 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: 1,645 shares; 2024Q4: 1,648 shares; 2025Q1: 1,652 shares; 2025Q2: 1,689 shares; 2025Q3: 1,693 shares 1,693 $626K 0.02% +4 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,808 shares; 2025Q1: 14,109 shares; 2025Q2: 15,158 shares; 2025Q3: 15,517 shares 15,517 $610K 0.02% +359 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,616 shares; 2024Q4: 27,743 shares; 2025Q1: 27,881 shares; 2025Q2: 24,373 shares; 2025Q3: 24,502 shares 24,502 $607K 0.02% +129 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: 4,729 shares; 2024Q4: 4,748 shares; 2025Q1: 4,771 shares; 2025Q2: 4,951 shares; 2025Q3: 4,976 shares 4,976 $556K 0.01% +25 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,524 shares; 2025Q1: 9,556 shares; 2025Q2: 10,062 shares; 2025Q3: 10,093 shares 10,093 $549K 0.01% +31 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: 2,739 shares; 2024Q4: 2,742 shares; 2025Q1: 2,745 shares; 2025Q2: 2,847 shares; 2025Q3: 2,849 shares 2,849 $549K 0.01% +2 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: 55,462 shares; 2024Q4: 24,718 shares; 2025Q1: 20,608 shares; 2025Q2: 10,897 shares; 2025Q3: 9,814 shares 9,814 $547K 0.01% -1,083 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,140 shares; 2024Q4: 44,140 shares; 2025Q1: 44,140 shares; 2025Q2: 44,140 shares; 2025Q3: 44,140 shares 44,140 $546K 0.01% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $533K 0.01% 0 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: 1,047 shares; 2024Q4: 1,049 shares; 2025Q1: 1,051 shares; 2025Q2: 1,107 shares; 2025Q3: 1,110 shares 1,110 $508K 0.01% +3 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,074 shares; 2025Q1: 2,075 shares; 2025Q2: 2,177 shares; 2025Q3: 2,178 shares 2,178 $504K 0.01% +1 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: 2,768 shares; 2024Q4: 2,775 shares; 2025Q1: 2,783 shares; 2025Q2: 2,891 shares; 2025Q3: 3,032 shares 3,032 $479K 0.01% +141 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 10,325 shares; 2025Q1: 10,410 shares; 2025Q2: 10,496 shares; 2025Q3: 10,583 shares 10,583 $476K 0.01% +87 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 6,093 shares; 2025Q1: 6,101 shares; 2025Q2: 6,110 shares; 2025Q3: 6,120 shares 6,120 $456K 0.01% +10 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,249 shares; 2024Q4: 43,427 shares; 2025Q1: 28,258 shares; 2025Q2: 20,192 shares; 2025Q3: 18,557 shares 18,557 $434K 0.01% -1,635 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: 5,660 shares; 2024Q4: 5,700 shares; 2025Q1: 5,737 shares; 2025Q2: 6,054 shares; 2025Q3: 6,090 shares 6,090 $417K 0.01% +36 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: 7,029 shares; 2024Q4: 4,060 shares; 2025Q1: 4,094 shares; 2025Q2: 4,127 shares; 2025Q3: 4,159 shares 4,159 $396K 0.01% +32 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: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares 1,340 $378K 0.01% 0 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: 7,496 shares; 2024Q4: 4,208 shares; 2025Q1: 4,266 shares; 2025Q2: 4,409 shares; 2025Q3: 4,494 shares 4,494 $375K 0.01% +85 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: 6,636 shares; 2024Q4: 6,680 shares; 2025Q1: 6,730 shares; 2025Q2: 7,042 shares; 2025Q3: 7,107 shares 7,107 $358K 0.01% +65 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,757 shares; 2025Q1: 2,779 shares; 2025Q2: 2,946 shares; 2025Q3: 2,966 shares 2,966 $344K 0.01% +20 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: 4,936 shares; 2024Q4: 4,947 shares; 2025Q1: 4,959 shares; 2025Q2: 5,040 shares; 2025Q3: 5,050 shares 5,050 $342K 0.01% +10 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $337K 0.01% 0 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660 $332K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 3,925 shares; 2025Q1: 3,943 shares; 2025Q2: 4,162 shares; 2025Q3: 4,187 shares 4,187 $329K 0.01% +25 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: 848 shares; 2024Q4: 852 shares; 2025Q1: 856 shares; 2025Q2: 904 shares; 2025Q3: 909 shares 909 $310K 0.01% +5 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,962 shares; 2025Q1: 1,968 shares; 2025Q2: 1,976 shares; 2025Q3: 1,984 shares 1,984 $276K 0.01% +8 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 19,014 shares; 2025Q1: 14,312 shares; 2025Q2: 9,340 shares; 2025Q3: 7,446 shares 7,446 $261K 0.01% -1,894 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 777 shares; 2025Q1: 778 shares; 2025Q2: 819 shares; 2025Q3: 820 shares 820 $252K 0.01% +1 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,529 shares; 2025Q1: 3,540 shares; 2025Q2: 3,613 shares; 2025Q3: 3,624 shares 3,624 $251K 0.01% +11 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: 2,343 shares; 2024Q4: 2,348 shares; 2025Q1: 2,352 shares; 2025Q2: 2,356 shares; 2025Q3: 2,361 shares 2,361 $228K 0.01% +5 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $226K 0.01% 0 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: 4,326 shares; 2024Q4: 4,373 shares; 2025Q1: 4,422 shares; 2025Q2: 4,704 shares; 2025Q3: 4,756 shares 4,756 $217K 0.01% +52 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: 3,937 shares; 2024Q4: 3,951 shares; 2025Q1: 3,962 shares; 2025Q2: 3,973 shares; 2025Q3: 3,983 shares 3,983 $215K 0.01% +10 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,404 shares; 2025Q1: 2,424 shares; 2025Q2: 2,569 shares; 2025Q3: 2,593 shares 2,593 $211K 0.01% +24 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 5,896 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares 6,190 $208K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,982 shares; 2025Q1: 3,005 shares; 2025Q2: 3,178 shares; 2025Q3: 3,200 shares 3,200 $206K 0.01% +22 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,220 shares; 2025Q1: 1,221 shares; 2025Q2: 1,223 shares; 2025Q3: 1,224 shares 1,224 $205K 0.01% +1 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,667 shares; 2025Q3: 3,695 shares 3,695 $180K <0.01% +28 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 979 shares; 2025Q3: 979 shares 979 $174K <0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $172K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,714 shares; 2025Q1: 1,723 shares; 2025Q2: 1,861 shares; 2025Q3: 1,871 shares 1,871 $163K <0.01% +10 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares 2,288 $155K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares 1,615 $152K <0.01% 0 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: 523 shares; 2024Q4: 526 shares; 2025Q1: 529 shares; 2025Q2: 560 shares; 2025Q3: 563 shares 563 $147K <0.01% +3 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,577 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 4,163 shares; 2025Q3: 4,163 shares 4,163 $143K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,232 shares; 2025Q1: 1,233 shares; 2025Q2: 1,295 shares; 2025Q3: 1,297 shares 1,297 $138K <0.01% +2 Timeline VOR VOR BIOPHARMA INC More: the full row for VOR BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares 2,777 $135K <0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,737 shares; 2025Q1: 1,742 shares; 2025Q2: 1,755 shares; 2025Q3: 1,763 shares 1,763 $126K <0.01% +8 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: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,531 shares; 2025Q2: 1,580 shares; 2025Q3: 1,590 shares 1,590 $122K <0.01% +10 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: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares 1,644 $120K <0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,361 shares; 2025Q1: 1,373 shares; 2025Q2: 1,454 shares; 2025Q3: 1,467 shares 1,467 $119K <0.01% +13 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares 2,083 $113K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 713 shares; 2025Q1: 714 shares; 2025Q2: 715 shares; 2025Q3: 716 shares 716 $110K <0.01% +1 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,545 shares; 2025Q1: 1,557 shares; 2025Q2: 1,647 shares; 2025Q3: 1,658 shares 1,658 $105K <0.01% +11 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 423 shares; 2025Q3: 423 shares 423 $102K <0.01% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,562 shares; 2025Q1: 1,571 shares; 2025Q2: 1,662 shares; 2025Q3: 1,668 shares 1,668 $102K <0.01% +6 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,135 shares; 2025Q1: 1,143 shares; 2025Q2: 1,209 shares; 2025Q3: 1,217 shares 1,217 $100K <0.01% +8 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $100K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,107 shares; 2025Q1: 1,112 shares; 2025Q2: 1,117 shares; 2025Q3: 1,121 shares 1,121 $100K <0.01% +4 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: 938 shares; 2024Q4: 879 shares; 2025Q1: 883 shares; 2025Q2: 954 shares; 2025Q3: 958 shares 958 $97K <0.01% +4 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,959 shares; 2025Q1: 1,960 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares 2,063 $97K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares 1,846 $92K <0.01% new 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: 1,163 shares; 2024Q4: 1,165 shares; 2025Q1: 1,166 shares; 2025Q2: 1,168 shares; 2025Q3: 1,169 shares 1,169 $91K <0.01% +1 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,096 shares; 2025Q1: 2,105 shares; 2025Q2: 2,218 shares; 2025Q3: 2,230 shares 2,230 $90K <0.01% +12 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,114 shares; 2025Q1: 1,117 shares; 2025Q2: 1,121 shares; 2025Q3: 1,125 shares 1,125 $88K <0.01% +4 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,419 shares; 2025Q1: 1,460 shares; 2025Q2: 1,589 shares; 2025Q3: 1,643 shares 1,643 $88K <0.01% +54 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,031 shares; 2025Q1: 4,092 shares; 2025Q2: 4,373 shares; 2025Q3: 4,446 shares 4,446 $85K <0.01% +73 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 5,037 shares; 2025Q1: 5,093 shares; 2025Q2: 5,422 shares; 2025Q3: 5,485 shares 5,485 $85K <0.01% +63 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: 749 shares; 2024Q4: 752 shares; 2025Q1: 754 shares; 2025Q2: 756 shares; 2025Q3: 758 shares 758 $83K <0.01% +2 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 448 shares; 2025Q1: 452 shares; 2025Q2: 479 shares; 2025Q3: 483 shares 483 $82K <0.01% +4 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: 1,182 shares; 2024Q4: 1,200 shares; 2025Q1: 1,206 shares; 2025Q2: 1,215 shares; 2025Q3: 1,221 shares 1,221 $73K <0.01% +6 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,918 shares; 2025Q1: 2,957 shares; 2025Q2: 3,092 shares; 2025Q3: 3,123 shares 3,123 $72K <0.01% +31 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,882 shares; 2025Q1: 1,892 shares; 2025Q2: 1,999 shares; 2025Q3: 2,012 shares 2,012 $69K <0.01% +13 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: 86 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $67K <0.01% 0 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: 292 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 295 shares; 2025Q3: 297 shares 297 $65K <0.01% +2 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $60K <0.01% 0 BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 908 shares; 2025Q1: 909 shares; 2025Q2: 912 shares; 2025Q3: 914 shares 914 $59K <0.01% +2 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares 137 $58K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 690 shares; 2025Q1: 697 shares; 2025Q2: 741 shares; 2025Q3: 748 shares 748 $56K <0.01% +7 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $55K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,790 shares; 2025Q1: 2,813 shares; 2025Q2: 2,834 shares; 2025Q3: 2,853 shares 2,853 $53K <0.01% +19 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: 568 shares; 2024Q4: 481 shares; 2025Q1: 482 shares; 2025Q2: 576 shares; 2025Q3: 579 shares 579 $52K <0.01% +3 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares 80 $48K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares 334 $48K <0.01% 0 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 529 shares; 2025Q1: 534 shares; 2025Q2: 567 shares; 2025Q3: 573 shares 573 $44K <0.01% +6 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,220 shares; 2025Q2: 1,227 shares; 2025Q3: 1,235 shares 1,235 $43K <0.01% +8 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,067 shares; 2025Q1: 2,861 shares; 2025Q2: 1,639 shares; 2025Q3: 1,642 shares 1,642 $40K <0.01% +3 Timeline KRE 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: 613 shares; 2024Q4: 618 shares; 2025Q1: 622 shares; 2025Q2: 626 shares; 2025Q3: 630 shares 630 $40K <0.01% +4 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: 3,940 shares; 2024Q4: 443 shares; 2025Q1: 445 shares; 2025Q2: 447 shares; 2025Q3: 449 shares 449 $38K <0.01% +2 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $35K <0.01% 0 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 843 shares; 2025Q1: 854 shares; 2025Q2: 906 shares; 2025Q3: 914 shares 914 $29K <0.01% +8 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: 85 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $26K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 610 shares; 2025Q1: 613 shares; 2025Q2: 617 shares; 2025Q3: 621 shares 621 $26K <0.01% +4 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,339 shares; 2025Q1: 1,349 shares; 2025Q2: 435 shares; 2025Q3: 439 shares 439 $26K <0.01% +4 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 579 shares; 2025Q1: 583 shares; 2025Q2: 621 shares; 2025Q3: 632 shares 632 $26K <0.01% +11 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $25K <0.01% 0 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,060 shares; 2025Q1: 3,092 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares 3,285 $24K <0.01% 0 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78 $23K <0.01% 0 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: 434 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 242 shares; 2025Q3: 242 shares 242 $23K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 115 shares; 2025Q3: 116 shares 116 $22K <0.01% +1 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares 611 $22K <0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 954 shares; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 975 shares 975 $21K <0.01% +8 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 645 shares; 2025Q1: 658 shares; 2025Q2: 696 shares; 2025Q3: 702 shares 702 $20K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares 252 $19K <0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 324 shares; 2025Q1: 325 shares; 2025Q2: 327 shares; 2025Q3: 328 shares 328 $19K <0.01% +1 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $13K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $13K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 621 shares; 2025Q3: 621 shares 621 $13K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares 416 $12K <0.01% 0 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,499 shares; 2025Q1: 1,517 shares; 2025Q2: 1,626 shares; 2025Q3: 1,643 shares 1,643 $12K <0.01% +17 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 134 shares 134 $11K <0.01% 0 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: 119 shares; 2024Q4: 121 shares; 2025Q1: 122 shares; 2025Q2: 123 shares; 2025Q3: 125 shares 125 $11K <0.01% +2 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 223 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 226 shares 226 $11K <0.01% +1 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 575 shares; 2025Q1: 580 shares; 2025Q2: 616 shares; 2025Q3: 621 shares 621 $11K <0.01% +5 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: 71 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 72 shares 72 $8K <0.01% +1 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares 1,272 $8K <0.01% new Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,516 shares; 2024Q4: 71,404 shares; 2025Q1: 63,320 shares; 2025Q2: 85 shares; 2025Q3: 196 shares 196 $7K <0.01% +111 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 586 shares; 2025Q1: 646 shares; 2025Q2: 650 shares; 2025Q3: 654 shares 654 $7K <0.01% +4 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $6K <0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares 169 $6K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares 216 $6K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $5K <0.01% 0 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: 180 shares; 2024Q4: 181 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 184 shares 184 $5K <0.01% +1 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares 100 $5K <0.01% -100 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 189 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 195 shares 195 $5K <0.01% +2 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $4K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $4K <0.01% 0 Timeline VIMEO INC VIMEO INC More: the full row for VIMEO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares 524 $4K <0.01% 0 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: 33,349 shares; 2024Q4: 31,678 shares; 2025Q1: 29,582 shares; 2025Q2: 120 shares; 2025Q3: 122 shares 122 $3K <0.01% +2 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares 184 $2K <0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $2K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $1K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares 19 $1K <0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,441 shares; 2025Q1: 5,459 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $1K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $1K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $1K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $1K <0.01% 0 Timeline ANGI ANGI INC More: the full row for ANGI 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: 88 shares; 2025Q3: 88 shares 88 $1K <0.01% 0 Timeline RGP RESOURCES CONNECTION INC More: the full row for RESOURCES CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 19,698 shares; 2025Q1: 14,193 shares; 2025Q2: 175 shares; 2025Q3: 178 shares 178 $1K <0.01% +3 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares 1,570 $1K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,330 shares; 2025Q1: 8,387 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares 29 $0 0% 0 Value filed as zero, left out of ratios. Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline