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: 1,231,925 shares; 2024Q4: 1,186,081 shares; 2025Q1: 1,176,983 shares; 2025Q2: 1,149,957 shares; 2025Q3: 1,128,379 shares 1,128,379 $211M 6.9% -21,578 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: 335,156 shares; 2024Q4: 327,895 shares; 2025Q1: 324,854 shares; 2025Q2: 332,197 shares; 2025Q3: 341,344 shares 341,344 $177M 5.79% +9,147 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: 643,882 shares; 2024Q4: 631,429 shares; 2025Q1: 622,396 shares; 2025Q2: 605,338 shares; 2025Q3: 612,628 shares 612,628 $156M 5.11% +7,290 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: 493,130 shares; 2024Q4: 491,097 shares; 2025Q1: 467,771 shares; 2025Q2: 448,732 shares; 2025Q3: 449,133 shares 449,133 $98.6M 3.23% +401 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,501 shares; 2024Q4: 184,870 shares; 2025Q1: 137,735 shares; 2025Q2: 134,846 shares; 2025Q3: 126,835 shares 126,835 $91.1M 2.99% -8,011 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: 128,795 shares; 2024Q4: 128,220 shares; 2025Q1: 127,942 shares; 2025Q2: 113,217 shares; 2025Q3: 113,558 shares 113,558 $83.4M 2.73% +341 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,890 shares; 2024Q4: 245,404 shares; 2025Q1: 248,050 shares; 2025Q2: 242,446 shares; 2025Q3: 240,546 shares 240,546 $79.4M 2.6% -1,900 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: 331,800 shares; 2024Q4: 333,520 shares; 2025Q1: 330,232 shares; 2025Q2: 306,384 shares; 2025Q3: 308,934 shares 308,934 $75.1M 2.46% +2,550 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: 200,068 shares; 2024Q4: 195,561 shares; 2025Q1: 189,649 shares; 2025Q2: 188,409 shares; 2025Q3: 187,573 shares 187,573 $59.2M 1.94% -836 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,810 shares; 2024Q4: 361,543 shares; 2025Q1: 350,162 shares; 2025Q2: 263,188 shares; 2025Q3: 234,196 shares 234,196 $46M 1.51% -28,992 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,591 shares; 2024Q4: 385,450 shares; 2025Q1: 398,544 shares; 2025Q2: 407,002 shares; 2025Q3: 295,042 shares 295,042 $44.5M 1.46% -111,960 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: 412,375 shares; 2024Q4: 387,167 shares; 2025Q1: 381,813 shares; 2025Q2: 385,724 shares; 2025Q3: 385,093 shares 385,093 $43.4M 1.42% -631 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: 253,734 shares; 2024Q4: 248,374 shares; 2025Q1: 234,401 shares; 2025Q2: 227,852 shares; 2025Q3: 227,012 shares 227,012 $40.4M 1.32% -840 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 313,280 shares; 2025Q3: 271,670 shares 271,670 $39.6M 1.3% -41,610 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: 210,365 shares; 2024Q4: 211,036 shares; 2025Q1: 198,163 shares; 2025Q2: 157,278 shares; 2025Q3: 161,963 shares 161,963 $39.4M 1.29% +4,685 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: 77,190 shares; 2024Q4: 76,325 shares; 2025Q1: 78,220 shares; 2025Q2: 78,937 shares; 2025Q3: 77,610 shares 77,610 $39M 1.28% -1,327 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,158 shares; 2024Q4: 132,691 shares; 2025Q1: 128,087 shares; 2025Q2: 104,423 shares; 2025Q3: 108,983 shares 108,983 $36.8M 1.2% +4,560 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 7,629 shares; 2025Q1: 7,537 shares; 2025Q2: 7,812 shares; 2025Q3: 8,425 shares 8,425 $36.1M 1.18% +613 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,967 shares; 2024Q4: 228,716 shares; 2025Q1: 232,403 shares; 2025Q2: 209,345 shares; 2025Q3: 213,535 shares 213,535 $35.7M 1.17% +4,190 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,376 shares; 2024Q4: 65,749 shares; 2025Q1: 64,345 shares; 2025Q2: 61,721 shares; 2025Q3: 61,687 shares 61,687 $35.1M 1.15% -34 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,269 shares; 2024Q4: 233,355 shares; 2025Q1: 229,556 shares; 2025Q2: 235,133 shares; 2025Q3: 242,071 shares 242,071 $35M 1.15% +6,938 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,828 shares; 2024Q4: 295,257 shares; 2025Q1: 165,745 shares; 2025Q2: 517,874 shares; 2025Q3: 595,901 shares 595,901 $34.3M 1.12% +78,027 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,632 shares; 2024Q4: 109,385 shares; 2025Q1: 102,357 shares; 2025Q2: 88,467 shares; 2025Q3: 82,342 shares 82,342 $34.1M 1.12% -6,125 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: 389,021 shares; 2024Q4: 388,436 shares; 2025Q1: 387,410 shares; 2025Q2: 382,314 shares; 2025Q3: 376,754 shares 376,754 $33.3M 1.09% -5,560 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,868 shares; 2024Q4: 112,216 shares; 2025Q1: 119,652 shares; 2025Q2: 118,663 shares; 2025Q3: 118,404 shares 118,404 $33.1M 1.08% -259 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,865 shares; 2024Q4: 409,900 shares; 2025Q1: 417,280 shares; 2025Q2: 385,174 shares; 2025Q3: 382,147 shares 382,147 $32M 1.05% -3,027 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: 55,614 shares; 2024Q4: 52,055 shares; 2025Q1: 50,323 shares; 2025Q2: 47,653 shares; 2025Q3: 41,752 shares 41,752 $31.9M 1.04% -5,901 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262,117 shares 262,117 $31.5M 1.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 176,278 shares; 2025Q2: 185,676 shares; 2025Q3: 183,501 shares 183,501 $30.7M 1.01% -2,175 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,991 shares; 2024Q4: 360,502 shares; 2025Q1: 320,356 shares; 2025Q2: 318,754 shares; 2025Q3: 318,469 shares 318,469 $29.7M 0.97% -285 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,952 shares; 2025Q3: 154,369 shares 154,369 $29.4M 0.96% +18,417 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,723 shares; 2024Q4: 139,850 shares; 2025Q1: 132,211 shares; 2025Q2: 121,004 shares; 2025Q3: 122,435 shares 122,435 $29.3M 0.96% +1,431 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,927 shares; 2024Q4: 34,083 shares; 2025Q1: 33,107 shares; 2025Q2: 30,150 shares; 2025Q3: 31,092 shares 31,092 $28.6M 0.94% +942 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,907 shares; 2025Q1: 123,205 shares; 2025Q2: 204,706 shares; 2025Q3: 223,673 shares 223,673 $28.4M 0.93% +18,967 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,830 shares; 2025Q2: 213,402 shares; 2025Q3: 221,236 shares 221,236 $28.4M 0.93% +7,834 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,014 shares; 2025Q1: 24,244 shares; 2025Q2: 23,868 shares; 2025Q3: 23,783 shares 23,783 $27.7M 0.91% -85 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,759 shares; 2024Q4: 303,432 shares; 2025Q1: 305,979 shares; 2025Q2: 262,554 shares; 2025Q3: 263,011 shares 263,011 $27.5M 0.9% +457 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: 46,451 shares; 2024Q4: 38,755 shares; 2025Q1: 35,962 shares; 2025Q2: 35,708 shares; 2025Q3: 35,396 shares 35,396 $27.3M 0.9% -312 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300,035 shares; 2025Q1: 299,548 shares; 2025Q2: 254,993 shares; 2025Q3: 196,658 shares 196,658 $26.3M 0.86% -58,335 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,143 shares; 2025Q3: 21,947 shares 21,947 $26.3M 0.86% +804 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194,426 shares; 2025Q3: 212,571 shares 212,571 $26.3M 0.86% +18,145 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,918 shares; 2025Q3: 97,254 shares 97,254 $26.3M 0.86% +7,336 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: 683,567 shares; 2024Q4: 679,842 shares; 2025Q1: 678,563 shares; 2025Q2: 478,028 shares; 2025Q3: 509,036 shares 509,036 $26.3M 0.86% +31,008 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,690 shares; 2024Q4: 232,905 shares; 2025Q1: 221,642 shares; 2025Q2: 223,285 shares; 2025Q3: 224,790 shares 224,790 $25.8M 0.84% +1,505 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 170,370 shares; 2025Q3: 183,027 shares 183,027 $25.7M 0.84% +12,657 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,409 shares; 2024Q4: 216,769 shares; 2025Q1: 217,562 shares; 2025Q2: 217,104 shares; 2025Q3: 205,919 shares 205,919 $25.6M 0.84% -11,185 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,256 shares; 2024Q4: 267,743 shares; 2025Q1: 264,788 shares; 2025Q2: 255,550 shares; 2025Q3: 258,127 shares 258,127 $25.2M 0.83% +2,577 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: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,400 shares; 2025Q2: not reported; 2025Q3: 135,445 shares 135,445 $25.1M 0.82% new 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: 120,393 shares; 2024Q4: 142,596 shares; 2025Q1: 159,356 shares; 2025Q2: 162,352 shares; 2025Q3: 160,722 shares 160,722 $24.9M 0.82% -1,630 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,527 shares; 2024Q4: 150,017 shares; 2025Q1: 144,562 shares; 2025Q2: 133,168 shares; 2025Q3: 122,281 shares 122,281 $24.9M 0.82% -10,887 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: 6,889 shares; 2024Q4: 6,689 shares; 2025Q1: 7,646 shares; 2025Q2: 19,508 shares; 2025Q3: 31,162 shares 31,162 $24.8M 0.81% +11,654 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 41,286 shares; 2025Q1: 42,255 shares; 2025Q2: 105,567 shares; 2025Q3: 122,211 shares 122,211 $24.7M 0.81% +16,644 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: 43,491 shares; 2024Q4: 35,884 shares; 2025Q1: 36,121 shares; 2025Q2: 45,807 shares; 2025Q3: 40,011 shares 40,011 $24.6M 0.81% -5,796 Timeline QXO QXO INC More: the full row for QXO 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: 1,241,230 shares; 2025Q3: 1,265,285 shares 1,265,285 $24.1M 0.79% +24,055 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,992 shares; 2024Q4: 106,735 shares; 2025Q1: 103,197 shares; 2025Q2: 70,857 shares; 2025Q3: 70,310 shares 70,310 $23.4M 0.76% -547 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: not reported; 2024Q4: not reported; 2025Q1: 142,678 shares; 2025Q2: 317,408 shares; 2025Q3: 341,208 shares 341,208 $23.3M 0.76% +23,800 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT 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: 296,390 shares; 2025Q1: 366,619 shares; 2025Q2: 287,254 shares; 2025Q3: 280,664 shares 280,664 $23.3M 0.76% -6,590 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: 52,226 shares; 2024Q4: 53,490 shares; 2025Q1: 53,664 shares; 2025Q2: 53,947 shares; 2025Q3: 56,986 shares 56,986 $23.1M 0.76% +3,039 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413,949 shares 413,949 $22.5M 0.74% new Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,792 shares; 2024Q4: 867,132 shares; 2025Q1: 760,587 shares; 2025Q2: 775,397 shares; 2025Q3: 785,745 shares 785,745 $21.7M 0.71% +10,348 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: 313,440 shares; 2024Q4: 308,500 shares; 2025Q1: 314,502 shares; 2025Q2: 313,564 shares; 2025Q3: 326,543 shares 326,543 $21.7M 0.71% +12,979 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,326 shares; 2024Q4: 168,880 shares; 2025Q1: 163,308 shares; 2025Q2: 192,704 shares; 2025Q3: 208,495 shares 208,495 $21.5M 0.7% +15,791 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,569 shares; 2024Q4: 175,373 shares; 2025Q1: 144,249 shares; 2025Q2: 115,626 shares; 2025Q3: 112,398 shares 112,398 $21.2M 0.7% -3,228 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,159 shares; 2024Q4: 157,534 shares; 2025Q1: 150,175 shares; 2025Q2: 137,396 shares; 2025Q3: 125,764 shares 125,764 $20.9M 0.68% -11,632 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,318 shares; 2024Q4: 246,271 shares; 2025Q1: 242,546 shares; 2025Q2: 234,330 shares; 2025Q3: 227,041 shares 227,041 $20.6M 0.67% -7,289 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,475 shares; 2024Q4: 206,561 shares; 2025Q1: 209,628 shares; 2025Q2: 179,548 shares; 2025Q3: 191,562 shares 191,562 $20.6M 0.67% +12,014 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: 26,655 shares; 2024Q4: 24,712 shares; 2025Q1: 23,352 shares; 2025Q2: 21,829 shares; 2025Q3: 22,243 shares 22,243 $20.6M 0.67% +414 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: 29,979 shares; 2024Q4: 28,991 shares; 2025Q1: 33,205 shares; 2025Q2: 33,455 shares; 2025Q3: 33,605 shares 33,605 $20.6M 0.67% +150 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: 125,041 shares; 2024Q4: 125,973 shares; 2025Q1: 128,418 shares; 2025Q2: 128,724 shares; 2025Q3: 131,120 shares 131,120 $20.1M 0.66% +2,396 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,962 shares; 2024Q4: 192,429 shares; 2025Q1: 187,172 shares; 2025Q2: 187,838 shares; 2025Q3: 189,143 shares 189,143 $19.7M 0.65% +1,305 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,649 shares; 2024Q4: 658,269 shares; 2025Q1: 596,171 shares; 2025Q2: 579,937 shares; 2025Q3: 582,260 shares 582,260 $19M 0.62% +2,323 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: not reported; 2024Q4: not reported; 2025Q1: 78,670 shares; 2025Q2: 80,311 shares; 2025Q3: 81,445 shares 81,445 $18.9M 0.62% +1,134 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,056 shares; 2024Q4: 125,945 shares; 2025Q1: 131,614 shares; 2025Q2: 134,194 shares; 2025Q3: 139,082 shares 139,082 $18.8M 0.62% +4,888 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S 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: 93,947 shares 93,947 $18.7M 0.61% new 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: 230,820 shares; 2024Q4: 250,787 shares; 2025Q1: 248,127 shares; 2025Q2: 238,048 shares; 2025Q3: 233,133 shares 233,133 $18.6M 0.61% -4,915 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,503 shares; 2024Q4: 429,364 shares; 2025Q1: 420,819 shares; 2025Q2: 420,485 shares; 2025Q3: 419,645 shares 419,645 $18.4M 0.6% -840 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 333,229 shares; 2025Q1: 174,623 shares; 2025Q2: 122,883 shares; 2025Q3: 117,136 shares 117,136 $17.1M 0.56% -5,747 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,952 shares 53,952 $16.7M 0.55% new 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: 176,567 shares; 2024Q4: 176,723 shares; 2025Q1: 177,238 shares; 2025Q2: 170,925 shares; 2025Q3: 171,296 shares 171,296 $16.2M 0.53% +371 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,957 shares 92,957 $15.1M 0.5% new Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,148 shares; 2025Q1: 90,218 shares; 2025Q2: 67,700 shares; 2025Q3: 73,688 shares 73,688 $14.7M 0.48% +5,988 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,690 shares; 2024Q4: 27,700 shares; 2025Q1: 27,601 shares; 2025Q2: 28,317 shares; 2025Q3: 29,970 shares 29,970 $14.2M 0.47% +1,653 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,911 shares; 2025Q3: 49,771 shares 49,771 $13.9M 0.46% +7,860 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,479 shares 125,479 $13.1M 0.43% new 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: 33,874 shares; 2024Q4: 34,837 shares; 2025Q1: 35,232 shares; 2025Q2: 21,388 shares; 2025Q3: 24,611 shares 24,611 $11.7M 0.38% +3,223 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,535 shares; 2025Q2: 517,259 shares; 2025Q3: 225,644 shares 225,644 $6.78M 0.22% -291,615 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: 7,796 shares; 2024Q4: 6,884 shares; 2025Q1: 6,602 shares; 2025Q2: 6,402 shares; 2025Q3: 6,047 shares 6,047 $4.03M 0.13% -355 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: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 10,275 shares; 2025Q2: 10,425 shares; 2025Q3: 11,505 shares 11,505 $3.5M 0.11% +1,080 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: 13,574 shares; 2024Q4: 10,838 shares; 2025Q1: 10,342 shares; 2025Q2: 8,102 shares; 2025Q3: 7,362 shares 7,362 $3.37M 0.11% -740 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 7,310 shares; 2025Q2: 7,310 shares; 2025Q3: 7,310 shares 7,310 $2.53M 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,127 shares; 2025Q2: 6,627 shares; 2025Q3: 6,400 shares 6,400 $1.81M 0.06% -227 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,500 shares 4,500 $1.54M 0.05% -50 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,318 shares; 2025Q1: 2,226 shares; 2025Q2: 2,301 shares; 2025Q3: 2,395 shares 2,395 $1.48M 0.05% +94 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,075 shares; 2025Q1: 13,075 shares; 2025Q2: 13,575 shares; 2025Q3: 13,575 shares 13,575 $1.44M 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,177 shares; 2024Q4: 41,894 shares; 2025Q1: 41,753 shares; 2025Q2: 39,449 shares; 2025Q3: 4,500 shares 4,500 $1.27M 0.04% -34,949 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,197 shares; 2024Q4: 16,250 shares; 2025Q1: 16,250 shares; 2025Q2: 16,269 shares; 2025Q3: 16,269 shares 16,269 $1.04M 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,828 shares; 2025Q1: 4,828 shares; 2025Q2: 4,828 shares; 2025Q3: 4,828 shares 4,828 $991K 0.03% 0 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: 2,456 shares; 2024Q4: 2,362 shares; 2025Q1: 2,123 shares; 2025Q2: 1,719 shares; 2025Q3: 1,617 shares 1,617 $964K 0.03% -102 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares 5,057 $863K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,950 shares 3,950 $726K 0.02% new 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: 335,581 shares; 2024Q4: 17,207 shares; 2025Q1: 10,477 shares; 2025Q2: 7,156 shares; 2025Q3: 6,689 shares 6,689 $655K 0.02% -467 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,306 shares; 2025Q1: 3,306 shares; 2025Q2: 3,305 shares; 2025Q3: 3,310 shares 3,310 $628K 0.02% +5 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,717 shares; 2024Q4: 11,932 shares; 2025Q1: 11,912 shares; 2025Q2: 11,322 shares; 2025Q3: 10,439 shares 10,439 $562K 0.02% -883 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: 1,271 shares; 2024Q4: 1,229 shares; 2025Q1: 1,207 shares; 2025Q2: 899 shares; 2025Q3: 898 shares 898 $421K 0.01% -1 Timeline VIGAX VNGD MRNGST GRWTH IDX FD-ADM More: the full row for VNGD MRNGST GRWTH IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,950 shares; 2025Q1: 1,853 shares; 2025Q2: 1,151 shares; 2025Q3: 1,504 shares 1,504 $371K 0.01% +353 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 1,192 shares; 2025Q2: 1,092 shares; 2025Q3: 1,227 shares 1,227 $360K 0.01% +135 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares 3,883 $347K 0.01% 0 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: 74,605 shares; 2024Q4: 131,589 shares; 2025Q1: 125,728 shares; 2025Q2: 128,487 shares; 2025Q3: 2,050 shares 2,050 $343K 0.01% -126,437 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,212 shares; 2025Q1: 1,180 shares; 2025Q2: 1,175 shares; 2025Q3: 1,100 shares 1,100 $310K 0.01% -75 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: 3,186 shares; 2024Q4: 3,186 shares; 2025Q1: 3,186 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares 3,126 $273K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 727 shares 727 $239K 0.01% -230 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 982 shares 982 $235K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,214 shares; 2025Q1: 1,155 shares; 2025Q2: 1,149 shares; 2025Q3: 1,134 shares 1,134 $231K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares 460 $205K 0.01% new Timeline