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Bruce G. Allen Investments, LLC

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13F filer, CIK 2005409, DENVER, CO

Bruce G. Allen Investments, LLC reported $139,601,622 across 1,080 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 57.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002005409-25-000006

Period
2025-09-30
Reported value
$140M
Holdings
1,080
Top 10 weight
57.7%
New
35
Sold out
34

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHDadded+7,313$200K
DJPadded+4,909$174K
DEOadded+966$92.2K
VTVadded+405$75.5K
VOEadded+409$71.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EFVreduced-8,960-$608K
SGOVreduced-1,294-$130K
FNDFreduced-2,786-$120K
AVGOreduced-264-$87.1K
BCIreduced-3,940-$84.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002005409-25-000006, largest first. % of portfolio is the value over $139,601,622, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,413 shares; 2024Q4: 322,905 shares; 2025Q1: 325,887 shares; 2025Q2: 335,131 shares; 2025Q3: 326,171 shares 326,171$22.1M15.85%-8,960Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,352 shares; 2024Q4: 68,413 shares; 2025Q1: 72,318 shares; 2025Q2: 76,439 shares; 2025Q3: 76,844 shares 76,844$14.3M10.27%+405Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,193 shares; 2024Q4: 231,676 shares; 2025Q1: 234,840 shares; 2025Q2: 233,710 shares; 2025Q3: 230,924 shares 230,924$9.92M7.11%-2,786Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,897 shares; 2024Q4: 345,093 shares; 2025Q1: 356,202 shares; 2025Q2: 351,704 shares; 2025Q3: 353,959 shares 353,959$9.31M6.67%+2,255Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,161 shares; 2024Q4: 281,838 shares; 2025Q1: 294,487 shares; 2025Q2: 291,646 shares; 2025Q3: 298,959 shares 298,959$8.16M5.85%+7,313Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,156 shares; 2024Q4: 26,724 shares; 2025Q1: 26,426 shares; 2025Q2: 26,530 shares; 2025Q3: 26,939 shares 26,939$4.7M3.37%+409Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,682 shares; 2024Q4: 174,300 shares; 2025Q1: 157,711 shares; 2025Q2: 147,316 shares; 2025Q3: 146,548 shares 146,548$4.34M3.11%-768Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,558 shares; 2024Q4: 102,218 shares; 2025Q1: 100,795 shares; 2025Q2: 97,508 shares; 2025Q3: 102,417 shares 102,417$3.63M2.6%+4,909Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,129 shares; 2024Q4: 9,014 shares; 2025Q1: 8,895 shares; 2025Q2: 8,868 shares; 2025Q3: 8,788 shares 8,788$2.24M1.6%-80Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 20,568 shares; 2025Q1: 23,471 shares; 2025Q2: 20,192 shares; 2025Q3: 20,075 shares 20,075$1.79M1.29%-117Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,558 shares; 2025Q1: 2,369 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares 2,376$1.58M1.13%0Timeline
RAFEPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,261 shares; 2024Q4: 38,787 shares; 2025Q1: 38,956 shares; 2025Q2: 37,797 shares; 2025Q3: 37,944 shares 37,944$1.54M1.11%+147Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 8,139 shares; 2025Q1: 7,498 shares; 2025Q2: 7,254 shares; 2025Q3: 7,279 shares 7,279$1.48M1.06%+25Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,431 shares; 2025Q1: 4,429 shares; 2025Q2: 4,361 shares; 2025Q3: 4,357 shares 4,357$1.31M0.94%-4Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 4,471 shares; 2025Q1: 5,486 shares; 2025Q2: 5,279 shares; 2025Q3: 5,374 shares 5,374$1.12M0.8%+95Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,304 shares; 2024Q4: 14,134 shares; 2025Q1: 14,178 shares; 2025Q2: 14,221 shares; 2025Q3: 13,620 shares 13,620$1.08M0.78%-601Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 8,082 shares; 2025Q1: 9,424 shares; 2025Q2: 8,890 shares; 2025Q3: 8,917 shares 8,917$986K0.71%+27Timeline
NBBNUVEEN TAXABLE MUNICPAL INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,439 shares; 2024Q4: 54,881 shares; 2025Q1: 54,967 shares; 2025Q2: 55,839 shares; 2025Q3: 56,765 shares 56,765$921K0.66%+926Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,630 shares; 2025Q1: 5,564 shares; 2025Q2: 5,615 shares; 2025Q3: 5,582 shares 5,582$858K0.61%-33Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,700 shares; 2025Q1: 1,727 shares; 2025Q2: 1,688 shares; 2025Q3: 1,641 shares 1,641$850K0.61%-47Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,862 shares; 2025Q1: 2,382 shares; 2025Q2: 2,438 shares; 2025Q3: 2,427 shares 2,427$766K0.55%-11Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,283 shares; 2025Q1: 1,243 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares 1,241$624K0.45%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,604 shares; 2024Q4: 26,365 shares; 2025Q1: 23,848 shares; 2025Q2: 22,520 shares; 2025Q3: 22,024 shares 22,024$622K0.45%-496Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 5,921 shares; 2025Q1: 5,647 shares; 2025Q2: 5,548 shares; 2025Q3: 5,313 shares 5,313$599K0.43%-235Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,131 shares; 2024Q4: 18,303 shares; 2025Q1: 19,122 shares; 2025Q2: 19,285 shares; 2025Q3: 19,207 shares 19,207$598K0.43%-78Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,268 shares; 2024Q4: 13,255 shares; 2025Q1: 13,581 shares; 2025Q2: 13,532 shares; 2025Q3: 13,547 shares 13,547$595K0.43%+15Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,246 shares; 2025Q1: 3,173 shares; 2025Q2: 3,204 shares; 2025Q3: 3,202 shares 3,202$594K0.43%-2Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,091 shares; 2025Q1: 1,085 shares; 2025Q2: 1,051 shares; 2025Q3: 934 shares 934$574K0.41%-117Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,821 shares; 2025Q1: 7,756 shares; 2025Q2: 7,933 shares; 2025Q3: 7,929 shares 7,929$567K0.41%-4Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,492 shares; 2024Q4: 30,213 shares; 2025Q1: 30,195 shares; 2025Q2: 30,065 shares; 2025Q3: 26,125 shares 26,125$563K0.4%-3,940Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 9,854 shares; 2025Q1: 9,623 shares; 2025Q2: 10,412 shares; 2025Q3: 10,724 shares 10,724$553K0.4%+312Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,947 shares; 2025Q1: 2,742 shares; 2025Q2: 2,410 shares; 2025Q3: 2,280 shares 2,280$528K0.38%-130Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,278 shares; 2025Q1: 4,366 shares; 2025Q2: 4,535 shares; 2025Q3: 4,583 shares 4,583$499K0.36%+48Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,197 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,178 shares 1,178$498K0.36%-3Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,452 shares; 2025Q1: 5,487 shares; 2025Q2: 6,173 shares; 2025Q3: 6,236 shares 6,236$487K0.35%+63Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,267 shares; 2025Q1: 1,187 shares; 2025Q2: 1,188 shares; 2025Q3: 1,178 shares 1,178$477K0.34%-10Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,197 shares; 2025Q1: 3,113 shares; 2025Q2: 2,926 shares; 2025Q3: 2,941 shares 2,941$457K0.33%+15Timeline
UCIBUBS AG LONDON BRANCHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,538 shares; 2024Q4: 16,538 shares; 2025Q1: 16,538 shares; 2025Q2: 16,538 shares; 2025Q3: 16,538 shares 16,538$449K0.32%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 2,508 shares; 2025Q1: 1,799 shares; 2025Q2: 1,600 shares; 2025Q3: 1,336 shares 1,336$441K0.32%-264Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 5,596 shares; 2025Q1: 5,596 shares; 2025Q2: 5,562 shares; 2025Q3: 5,461 shares 5,461$437K0.31%-101Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,170 shares; 2025Q1: 4,587 shares; 2025Q2: 4,640 shares; 2025Q3: 4,998 shares 4,998$419K0.3%+358Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 115 shares; 2025Q1: 163 shares; 2025Q2: 524 shares; 2025Q3: 539 shares 539$396K0.28%+15Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,318 shares; 2025Q1: 6,183 shares; 2025Q2: 5,899 shares; 2025Q3: 5,905 shares 5,905$392K0.28%+6Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,622 shares; 2025Q1: 4,430 shares; 2025Q2: 4,053 shares; 2025Q3: 4,076 shares 4,076$364K0.26%+23Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,469 shares; 2025Q1: 1,496 shares; 2025Q2: 1,456 shares; 2025Q3: 1,526 shares 1,526$361K0.26%+70Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 8,585 shares; 2025Q1: 9,292 shares; 2025Q2: 10,580 shares; 2025Q3: 12,412 shares 12,412$347K0.25%+1,832Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,475 shares; 2025Q1: 3,486 shares; 2025Q2: 3,496 shares; 2025Q3: 3,508 shares 3,508$339K0.24%+12Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,124 shares; 2025Q1: 1,005 shares; 2025Q2: 926 shares; 2025Q3: 918 shares 918$326K0.23%-8Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,088 shares; 2024Q4: 7,957 shares; 2025Q1: 7,928 shares; 2025Q2: 7,870 shares; 2025Q3: 7,743 shares 7,743$325K0.23%-127Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,163 shares; 2025Q1: 3,228 shares; 2025Q2: 3,879 shares; 2025Q3: 3,867 shares 3,867$325K0.23%-12Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,454 shares; 2025Q1: 2,458 shares; 2025Q2: 2,448 shares; 2025Q3: 2,469 shares 2,469$317K0.23%+21Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,168 shares; 2025Q1: 1,117 shares; 2025Q2: 1,046 shares; 2025Q3: 1,037 shares 1,037$315K0.23%-9Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,412 shares; 2025Q1: 2,417 shares; 2025Q2: 2,415 shares; 2025Q3: 2,347 shares 2,347$314K0.23%-68Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,425 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,419 shares 1,419$306K0.22%+4Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 893 shares; 2025Q1: 765 shares; 2025Q2: 1,048 shares; 2025Q3: 1,065 shares 1,065$300K0.21%+17Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 286 shares; 2025Q1: 252 shares; 2025Q2: 251 shares; 2025Q3: 250 shares 250$291K0.21%-1Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 7,811 shares; 2025Q1: 11,169 shares; 2025Q2: 11,128 shares; 2025Q3: 11,023 shares 11,023$287K0.21%-105Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,848 shares; 2025Q1: 1,756 shares; 2025Q2: 1,749 shares; 2025Q3: 1,741 shares 1,741$282K0.2%-8Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 9,528 shares; 2025Q1: 9,069 shares; 2025Q2: 9,188 shares; 2025Q3: 8,916 shares 8,916$280K0.2%-272Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,806 shares; 2025Q1: 3,734 shares; 2025Q2: 3,722 shares; 2025Q3: 3,686 shares 3,686$278K0.2%-36Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 994 shares; 2025Q1: 956 shares; 2025Q2: 790 shares; 2025Q3: 804 shares 804$278K0.2%+14Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,170 shares; 2025Q1: 1,654 shares; 2025Q2: 2,029 shares; 2025Q3: 2,576 shares 2,576$265K0.19%+547Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,146 shares; 2025Q1: 5,219 shares; 2025Q2: 5,476 shares; 2025Q3: 5,416 shares 5,416$256K0.18%-60Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 5,042 shares; 2025Q1: 3,787 shares; 2025Q2: 3,740 shares; 2025Q3: 3,731 shares 3,731$255K0.18%-9Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 571 shares; 2025Q1: 659 shares; 2025Q2: 680 shares; 2025Q3: 658 shares 658$246K0.18%-22Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 6,113 shares; 2025Q1: 5,749 shares; 2025Q2: 5,825 shares; 2025Q3: 5,701 shares 5,701$246K0.18%-124Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,700 shares; 2025Q1: 1,539 shares; 2025Q2: 1,557 shares; 2025Q3: 1,534 shares 1,534$244K0.17%-23Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 518 shares; 2025Q1: 506 shares; 2025Q2: 508 shares; 2025Q3: 512 shares 512$243K0.17%+4Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 872 shares; 2025Q1: 1,010 shares; 2025Q2: 970 shares; 2025Q3: 1,270 shares 1,270$238K0.17%+300Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 795 shares; 2025Q1: 705 shares; 2025Q2: 703 shares; 2025Q3: 688 shares 688$235K0.17%-15Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 2,868 shares; 2025Q1: 3,672 shares; 2025Q2: 3,752 shares; 2025Q3: 3,919 shares 3,919$234K0.17%+167
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,154 shares; 2025Q1: 1,071 shares; 2025Q2: 1,492 shares; 2025Q3: 1,621 shares 1,621$228K0.16%+129Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares 2,297$219K0.16%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,350 shares; 2025Q1: 1,342 shares; 2025Q2: 1,335 shares; 2025Q3: 1,303 shares 1,303$218K0.16%-32Timeline
AMGNAMGEN INCQuarterly 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: 749 shares; 2025Q2: 749 shares; 2025Q3: 736 shares 736$208K0.15%-13Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 2,907 shares; 2025Q1: 3,184 shares; 2025Q2: 2,343 shares; 2025Q3: 2,124 shares 2,124$203K0.15%-219Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,277 shares; 2025Q1: 1,083 shares; 2025Q2: 1,389 shares; 2025Q3: 1,346 shares 1,346$195K0.14%-43Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 234 shares; 2025Q1: 247 shares; 2025Q2: 246 shares; 2025Q3: 240 shares 240$191K0.14%-6Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,111 shares; 2025Q1: 1,107 shares; 2025Q2: 1,132 shares; 2025Q3: 1,106 shares 1,106$191K0.14%-26Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 713 shares; 2025Q1: 847 shares; 2025Q2: 692 shares; 2025Q3: 660 shares 660$186K0.13%-32Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,955 shares; 2025Q1: 1,858 shares; 2025Q2: 1,664 shares; 2025Q3: 1,891 shares 1,891$180K0.13%+227Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 3,067 shares; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: 2,994 shares 2,994$180K0.13%0Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,513 shares; 2025Q1: 3,396 shares; 2025Q2: 3,053 shares; 2025Q3: 2,988 shares 2,988$177K0.13%-65
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,004 shares; 2025Q1: 973 shares; 2025Q2: 952 shares; 2025Q3: 879 shares 879$177K0.13%-73Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 796 shares; 2025Q1: 752 shares; 2025Q2: 837 shares; 2025Q3: 829 shares 829$176K0.13%-8Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 438 shares; 2025Q1: 393 shares; 2025Q2: 726 shares; 2025Q3: 724 shares 724$176K0.13%-2Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 340 shares; 2025Q1: 302 shares; 2025Q2: 299 shares; 2025Q3: 288 shares 288$175K0.13%-11Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 595 shares; 2025Q1: 554 shares; 2025Q2: 550 shares; 2025Q3: 539 shares 539$174K0.12%-11Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,991 shares; 2025Q1: 2,264 shares; 2025Q2: 2,045 shares; 2025Q3: 2,059 shares 2,059$174K0.12%+14Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,997 shares; 2025Q1: 3,733 shares; 2025Q2: 3,780 shares; 2025Q3: 3,787 shares 3,787$173K0.12%+7Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 626 shares; 2025Q1: 515 shares; 2025Q2: 508 shares; 2025Q3: 507 shares 507$173K0.12%-1Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,240 shares; 2025Q1: 1,214 shares; 2025Q2: 1,037 shares; 2025Q3: 1,024 shares 1,024$173K0.12%-13Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 206 shares; 2025Q1: 254 shares; 2025Q2: 253 shares; 2025Q3: 296 shares 296$168K0.12%+43Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 650 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 589 shares 589$164K0.12%-11Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 672 shares; 2025Q1: 653 shares; 2025Q2: 637 shares; 2025Q3: 639 shares 639$161K0.12%+2Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 225 shares; 2025Q1: 217 shares; 2025Q2: 224 shares; 2025Q3: 209 shares 209$158K0.11%-15Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,683 shares; 2025Q1: 6,232 shares; 2025Q2: 5,146 shares; 2025Q3: 5,127 shares 5,127$158K0.11%-19Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 697 shares; 2025Q1: 672 shares; 2025Q2: 641 shares; 2025Q3: 641 shares 641$157K0.11%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 302 shares; 2025Q1: 282 shares; 2025Q2: 658 shares; 2025Q3: 1,624 shares 1,624$155K0.11%+966Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,406 shares; 2025Q1: 2,622 shares; 2025Q2: 3,217 shares; 2025Q3: 3,177 shares 3,177$154K0.11%-40Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 603 shares; 2025Q1: 871 shares; 2025Q2: 935 shares; 2025Q3: 917 shares 917$153K0.11%-18Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,646 shares; 2025Q1: 1,588 shares; 2025Q2: 1,419 shares; 2025Q3: 1,377 shares 1,377$153K0.11%-42Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 622 shares; 2025Q1: 579 shares; 2025Q2: 637 shares; 2025Q3: 455 shares 455$151K0.11%-182Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,506 shares; 2025Q1: 2,231 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares 2,076$151K0.11%0Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares 4,703$150K0.11%0Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 5,445 shares; 2025Q1: 8,711 shares; 2025Q2: 8,896 shares; 2025Q3: 8,943 shares 8,943$150K0.11%+47Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,042 shares; 2025Q1: 782 shares; 2025Q2: 742 shares; 2025Q3: 710 shares 710$149K0.11%-32Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 712 shares; 2025Q1: 692 shares; 2025Q2: 651 shares; 2025Q3: 739 shares 739$149K0.11%+88Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,645 shares; 2025Q1: 2,599 shares; 2025Q2: 2,562 shares; 2025Q3: 2,523 shares 2,523$146K0.1%-39Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 994 shares; 2025Q1: 1,437 shares; 2025Q2: 1,314 shares; 2025Q3: 1,904 shares 1,904$146K0.1%+590Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 182 shares; 2025Q3: 188 shares 188$143K0.1%+6Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,379 shares; 2025Q1: 2,370 shares; 2025Q2: 2,344 shares; 2025Q3: 2,293 shares 2,293$143K0.1%-51Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 652 shares; 2025Q1: 573 shares; 2025Q2: 576 shares; 2025Q3: 566 shares 566$140K0.1%-10Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,746 shares; 2025Q1: 1,759 shares; 2025Q2: 1,836 shares; 2025Q3: 1,851 shares 1,851$139K0.1%+15Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 720 shares; 2025Q1: 737 shares; 2025Q2: 752 shares; 2025Q3: 753 shares 753$138K0.1%+1Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,225 shares; 2025Q1: 1,167 shares; 2025Q2: 2,052 shares; 2025Q3: 2,355 shares 2,355$138K0.1%+303Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,108 shares; 2025Q1: 1,033 shares; 2025Q2: 991 shares; 2025Q3: 1,345 shares 1,345$137K0.1%+354Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,734 shares; 2025Q1: 6,295 shares; 2025Q2: 5,502 shares; 2025Q3: 5,367 shares 5,367$133K0.1%-135Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,764 shares; 2025Q1: 1,784 shares; 2025Q2: 2,558 shares; 2025Q3: 2,501 shares 2,501$133K0.1%-57Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,627 shares; 2025Q1: 1,528 shares; 2025Q2: 1,845 shares; 2025Q3: 1,866 shares 1,866$132K0.09%+21Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares 2,030$132K0.09%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,377 shares; 2025Q1: 1,388 shares; 2025Q2: 1,320 shares; 2025Q3: 1,384 shares 1,384$131K0.09%+64Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,538 shares; 2025Q1: 3,433 shares; 2025Q2: 3,172 shares; 2025Q3: 2,893 shares 2,893$130K0.09%-279Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 724 shares; 2025Q3: 722 shares 722$129K0.09%-2Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,714 shares; 2025Q1: 1,821 shares; 2025Q2: 1,655 shares; 2025Q3: 1,661 shares 1,661$125K0.09%+6Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 672 shares; 2025Q1: 686 shares; 2025Q2: 552 shares; 2025Q3: 506 shares 506$125K0.09%-46Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 865 shares; 2025Q1: 686 shares; 2025Q2: 487 shares; 2025Q3: 442 shares 442$125K0.09%-45Timeline
TGNATEGNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,136 shares; 2024Q4: 10,121 shares; 2025Q1: 10,121 shares; 2025Q2: 10,126 shares; 2025Q3: 6,063 shares 6,063$123K0.09%-4,063Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 341 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 449 shares 449$122K0.09%-5Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 220 shares; 2025Q1: 222 shares; 2025Q2: 268 shares; 2025Q3: 266 shares 266$122K0.09%-2Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 945 shares; 2025Q2: 891 shares; 2025Q3: 975 shares 975$121K0.09%+84Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 263 shares; 2025Q1: 254 shares; 2025Q2: 253 shares; 2025Q3: 246 shares 246$120K0.09%-7Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 629 shares; 2025Q1: 613 shares; 2025Q2: 642 shares; 2025Q3: 602 shares 602$115K0.08%-40Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 180 shares; 2025Q1: 167 shares; 2025Q2: 217 shares; 2025Q3: 236 shares 236$114K0.08%+19Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,128 shares; 2025Q1: 1,093 shares; 2025Q2: 994 shares; 2025Q3: 1,009 shares 1,009$113K0.08%+15Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 727 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares 763$112K0.08%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 4,709 shares; 2025Q1: 3,963 shares; 2025Q2: 3,869 shares; 2025Q3: 3,889 shares 3,889$112K0.08%+20Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,291 shares; 2024Q4: 23,291 shares; 2025Q1: 9,996 shares; 2025Q2: 10,766 shares; 2025Q3: 10,573 shares 10,573$111K0.08%-193Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 665 shares; 2025Q1: 664 shares; 2025Q2: 655 shares; 2025Q3: 655 shares 655$110K0.08%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,530 shares; 2025Q1: 3,191 shares; 2025Q2: 3,133 shares; 2025Q3: 3,199 shares 3,199$110K0.08%+66Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 921 shares; 2025Q1: 909 shares; 2025Q2: 911 shares; 2025Q3: 902 shares 902$110K0.08%-9Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,500 shares; 2025Q1: 1,499 shares; 2025Q2: 1,528 shares; 2025Q3: 1,484 shares 1,484$109K0.08%-44Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,876 shares; 2025Q1: 2,752 shares; 2025Q2: 2,659 shares; 2025Q3: 2,651 shares 2,651$109K0.08%-8Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 771 shares; 2025Q1: 727 shares; 2025Q2: 639 shares; 2025Q3: 636 shares 636$109K0.08%-3Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 531 shares; 2025Q1: 509 shares; 2025Q2: 435 shares; 2025Q3: 637 shares 637$108K0.08%+202Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 507 shares; 2025Q1: 461 shares; 2025Q2: 537 shares; 2025Q3: 555 shares 555$107K0.08%+18Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,154 shares; 2025Q1: 1,152 shares; 2025Q2: 1,116 shares; 2025Q3: 1,113 shares 1,113$105K0.08%-3Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 618 shares; 2025Q1: 826 shares; 2025Q2: 760 shares; 2025Q3: 760 shares 760$105K0.08%0Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 958 shares; 2025Q1: 813 shares; 2025Q2: 745 shares; 2025Q3: 994 shares 994$104K0.07%+249Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 218 shares; 2025Q1: 215 shares; 2025Q2: 213 shares; 2025Q3: 211 shares 211$104K0.07%-2Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,391 shares; 2025Q1: 1,397 shares; 2025Q2: 1,404 shares; 2025Q3: 1,410 shares 1,410$102K0.07%+6Timeline
ISMFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 3,860 shares 3,860$102K0.07%+910Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 268 shares; 2025Q2: 274 shares; 2025Q3: 274 shares 274$101K0.07%0Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,969 shares; 2024Q4: 43,201 shares; 2025Q1: 25,863 shares; 2025Q2: 25,745 shares; 2025Q3: 22,245 shares 22,245$101K0.07%-3,500Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,788 shares; 2025Q1: 1,578 shares; 2025Q2: 1,535 shares; 2025Q3: 1,501 shares 1,501$101K0.07%-34Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,726 shares; 2025Q1: 4,364 shares; 2025Q2: 3,626 shares; 2025Q3: 2,827 shares 2,827$100K0.07%-799Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 859 shares; 2025Q1: 844 shares; 2025Q2: 1,098 shares; 2025Q3: 1,014 shares 1,014$99.9K0.07%-84Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 356 shares; 2025Q1: 349 shares; 2025Q2: 354 shares; 2025Q3: 340 shares 340$99.8K0.07%-14Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 737 shares; 2025Q1: 720 shares; 2025Q2: 611 shares; 2025Q3: 869 shares 869$99.5K0.07%+258Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 188 shares; 2025Q1: 245 shares; 2025Q2: 332 shares; 2025Q3: 321 shares 321$99.4K0.07%-11Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 404 shares; 2025Q1: 1,486 shares; 2025Q2: 1,062 shares; 2025Q3: 1,106 shares 1,106$99.2K0.07%+44Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 1,681 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares 1,633$98.7K0.07%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 58 shares; 2025Q2: 472 shares; 2025Q3: 447 shares 447$98.1K0.07%-25Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 609 shares; 2025Q1: 434 shares; 2025Q2: 627 shares; 2025Q3: 476 shares 476$97.5K0.07%-151Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 455 shares; 2025Q1: 604 shares; 2025Q2: 636 shares; 2025Q3: 509 shares 509$97.3K0.07%-127Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,169 shares; 2025Q1: 1,377 shares; 2025Q2: 1,726 shares; 2025Q3: 1,740 shares 1,740$97K0.07%+14Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,103 shares; 2025Q1: 1,029 shares; 2025Q2: 1,123 shares; 2025Q3: 847 shares 847$97K0.07%-276Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,013 shares; 2025Q1: 1,588 shares; 2025Q2: 1,275 shares; 2025Q3: 1,161 shares 1,161$97K0.07%-114Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,471 shares; 2025Q1: 1,437 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares 1,435$97K0.07%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 953 shares; 2025Q1: 921 shares; 2025Q2: 965 shares; 2025Q3: 930 shares 930$96.1K0.07%-35Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,918 shares; 2025Q3: 2,918 shares 2,918$95.6K0.07%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 435 shares; 2025Q1: 413 shares; 2025Q2: 467 shares; 2025Q3: 477 shares 477$94.6K0.07%+10Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 375 shares; 2025Q1: 271 shares; 2025Q2: 187 shares; 2025Q3: 198 shares 198$94.5K0.07%+11Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 617 shares; 2025Q1: 629 shares; 2025Q2: 603 shares; 2025Q3: 596 shares 596$93.9K0.07%-7Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 3,070 shares; 2025Q1: 3,641 shares; 2025Q2: 3,600 shares; 2025Q3: 3,512 shares 3,512$92.6K0.07%-88Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 165 shares; 2025Q1: 492 shares; 2025Q2: 499 shares; 2025Q3: 496 shares 496$92.5K0.07%-3Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 3,149 shares; 2025Q1: 6,582 shares; 2025Q2: 6,722 shares; 2025Q3: 6,453 shares 6,453$91.3K0.07%-269Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 356 shares; 2025Q1: 329 shares; 2025Q2: 319 shares; 2025Q3: 315 shares 315$90.8K0.07%-4Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 551 shares; 2025Q1: 543 shares; 2025Q2: 541 shares; 2025Q3: 541 shares 541$90.3K0.06%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 359 shares; 2025Q1: 259 shares; 2025Q2: 271 shares; 2025Q3: 269 shares 269$88.5K0.06%-2Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 737 shares; 2025Q1: 702 shares; 2025Q2: 639 shares; 2025Q3: 619 shares 619$88.5K0.06%-20Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 95 shares; 2025Q3: 95 shares 95$87.9K0.06%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 383 shares; 2025Q1: 334 shares; 2025Q2: 318 shares; 2025Q3: 291 shares 291$87.4K0.06%-27Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 587 shares; 2025Q1: 553 shares; 2025Q2: 423 shares; 2025Q3: 1,316 shares 1,316$86.9K0.06%+893Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 468 shares; 2025Q2: 521 shares; 2025Q3: 521 shares 521$86.7K0.06%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 744 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares 4,440$85K0.06%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 659 shares; 2025Q1: 654 shares; 2025Q2: 632 shares; 2025Q3: 657 shares 657$84.3K0.06%+25Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 612 shares; 2025Q1: 878 shares; 2025Q2: 1,055 shares; 2025Q3: 1,202 shares 1,202$83.8K0.06%+147Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 750 shares; 2025Q1: 761 shares; 2025Q2: 739 shares; 2025Q3: 730 shares 730$82.8K0.06%-9Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,065 shares; 2025Q1: 1,097 shares; 2025Q2: 1,135 shares; 2025Q3: 1,138 shares 1,138$82.7K0.06%+3Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 2,622 shares; 2025Q1: 3,546 shares; 2025Q2: 3,657 shares; 2025Q3: 3,625 shares 3,625$82.5K0.06%-32Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,489 shares; 2025Q1: 5,508 shares; 2025Q2: 5,267 shares; 2025Q3: 5,070 shares 5,070$82.3K0.06%-197Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 343 shares; 2025Q2: 530 shares; 2025Q3: 530 shares 530$82.2K0.06%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 339 shares; 2025Q1: 351 shares; 2025Q2: 375 shares; 2025Q3: 359 shares 359$81.8K0.06%-16Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 714 shares; 2025Q1: 1,170 shares; 2025Q2: 1,292 shares; 2025Q3: 1,261 shares 1,261$81K0.06%-31Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 314 shares; 2025Q1: 283 shares; 2025Q2: 280 shares; 2025Q3: 299 shares 299$80.8K0.06%+19Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 1,619 shares; 2025Q1: 2,759 shares; 2025Q2: 2,753 shares; 2025Q3: 2,828 shares 2,828$79.2K0.06%+75Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 36 shares; 2025Q1: 22 shares; 2025Q2: 412 shares; 2025Q3: 448 shares 448$78.4K0.06%+36Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 103 shares; 2025Q2: 102 shares; 2025Q3: 100 shares 100$78.3K0.06%-2Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 651 shares; 2025Q1: 587 shares; 2025Q2: 585 shares; 2025Q3: 585 shares 585$78K0.06%0Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 281 shares; 2025Q1: 274 shares; 2025Q2: 273 shares; 2025Q3: 266 shares 266$76.6K0.05%-7Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 1,304 shares; 2025Q1: 1,175 shares; 2025Q2: 1,245 shares; 2025Q3: 1,177 shares 1,177$74.6K0.05%-68Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,932 shares; 2025Q1: 1,927 shares; 2025Q2: 1,867 shares; 2025Q3: 1,838 shares 1,838$74.5K0.05%-29Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 728 shares; 2025Q1: 704 shares; 2025Q2: 1,127 shares; 2025Q3: 1,122 shares 1,122$74K0.05%-5Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 554 shares; 2025Q1: 544 shares; 2025Q2: 760 shares; 2025Q3: 972 shares 972$73.6K0.05%+212Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 264 shares; 2025Q1: 261 shares; 2025Q2: 258 shares; 2025Q3: 256 shares 256$73.5K0.05%-2Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 765 shares; 2025Q1: 768 shares; 2025Q2: 761 shares; 2025Q3: 761 shares 761$72.9K0.05%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 39 shares; 2025Q1: 37 shares; 2025Q2: 120 shares; 2025Q3: 158 shares 158$72.3K0.05%+38Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 328 shares; 2025Q1: 327 shares; 2025Q2: 419 shares; 2025Q3: 305 shares 305$72K0.05%-114Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 76 shares; 2025Q1: 86 shares; 2025Q2: 75 shares; 2025Q3: 74 shares 74$71.6K0.05%-1Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares 707$71.2K0.05%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 373 shares; 2025Q1: 211 shares; 2025Q2: 361 shares; 2025Q3: 299 shares 299$70.9K0.05%-62Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 571 shares; 2025Q1: 568 shares; 2025Q2: 561 shares; 2025Q3: 554 shares 554$70.4K0.05%-7Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 415 shares; 2025Q2: 418 shares; 2025Q3: 412 shares 412$70.3K0.05%-6Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 520 shares; 2025Q1: 517 shares; 2025Q2: 589 shares; 2025Q3: 540 shares 540$70.2K0.05%-49Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,449 shares; 2025Q1: 1,432 shares; 2025Q2: 1,434 shares; 2025Q3: 1,415 shares 1,415$69.8K0.05%-19Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares 562$69.5K0.05%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 493 shares; 2025Q2: 491 shares; 2025Q3: 473 shares 473$69.2K0.05%-18Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 502 shares; 2025Q1: 551 shares; 2025Q2: 514 shares; 2025Q3: 453 shares 453$68.9K0.05%-61Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 956 shares; 2025Q1: 919 shares; 2025Q2: 930 shares; 2025Q3: 922 shares 922$68.5K0.05%-8Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 854 shares; 2025Q1: 818 shares; 2025Q2: 841 shares; 2025Q3: 937 shares 937$68.4K0.05%+96Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 2,921 shares; 2025Q1: 2,859 shares; 2025Q2: 2,893 shares; 2025Q3: 2,848 shares 2,848$67.4K0.05%-45Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 932 shares; 2025Q1: 877 shares; 2025Q2: 821 shares; 2025Q3: 821 shares 821$67.3K0.05%0Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 196 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 192 shares 192$66.5K0.05%-2Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 1,438 shares; 2025Q1: 1,709 shares; 2025Q2: 1,990 shares; 2025Q3: 1,977 shares 1,977$66.3K0.05%-13Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 457 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 419 shares 419$65.8K0.05%-3Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 103 shares; 2025Q1: 94 shares; 2025Q2: 2,559 shares; 2025Q3: 2,421 shares 2,421$65.6K0.05%-138Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 355 shares; 2025Q1: 350 shares; 2025Q2: 346 shares; 2025Q3: 341 shares 341$65.5K0.05%-5Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 230 shares; 2025Q2: 476 shares; 2025Q3: 1,218 shares 1,218$64.7K0.05%+742Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 824 shares; 2025Q1: 829 shares; 2025Q2: 834 shares; 2025Q3: 721 shares 721$64.6K0.05%-113Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,203 shares; 2025Q1: 5,203 shares; 2025Q2: 6,556 shares; 2025Q3: 6,556 shares 6,556$64.2K0.05%0Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 611 shares; 2025Q1: 567 shares; 2025Q2: 579 shares; 2025Q3: 579 shares 579$63.7K0.05%0Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 799 shares; 2025Q1: 1,636 shares; 2025Q2: 1,625 shares; 2025Q3: 1,448 shares 1,448$63.6K0.05%-177Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares 1,037$63.4K0.05%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 837 shares; 2025Q2: 811 shares; 2025Q3: 811 shares 811$63.2K0.05%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 431 shares; 2025Q1: 259 shares; 2025Q2: 231 shares; 2025Q3: 226 shares 226$63.1K0.05%-5Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 116 shares; 2025Q1: 323 shares; 2025Q2: 309 shares; 2025Q3: 332 shares 332$63.1K0.05%+23Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,632 shares; 2025Q1: 2,188 shares; 2025Q2: 2,128 shares; 2025Q3: 2,502 shares 2,502$61K0.04%+374Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 2,371 shares; 2025Q2: 2,890 shares; 2025Q3: 3,105 shares 3,105$60.5K0.04%+215Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 544 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 523 shares 523$59.9K0.04%-6Timeline
KLACKLA CORPQuarterly 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: 55 shares 55$59.3K0.04%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 232 shares; 2025Q3: 243 shares 243$59.2K0.04%+11Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 790 shares; 2025Q1: 747 shares; 2025Q2: 641 shares; 2025Q3: 637 shares 637$57.3K0.04%-4Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 449 shares; 2025Q1: 416 shares; 2025Q2: 436 shares; 2025Q3: 430 shares 430$56.4K0.04%-6Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 421 shares; 2025Q3: 421 shares 421$56.4K0.04%0Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 338 shares; 2025Q1: 329 shares; 2025Q2: 327 shares; 2025Q3: 321 shares 321$56.1K0.04%-6Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 741 shares; 2025Q1: 692 shares; 2025Q2: 727 shares; 2025Q3: 696 shares 696$55.6K0.04%-31Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares 272$54.9K0.04%0Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 308 shares; 2025Q2: 317 shares; 2025Q3: 317 shares 317$54.8K0.04%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly 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: 238 shares; 2025Q2: 239 shares; 2025Q3: 302 shares 302$54K0.04%+63Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 86 shares; 2025Q1: 154 shares; 2025Q2: 151 shares; 2025Q3: 153 shares 153$53.6K0.04%+2Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 459 shares; 2025Q1: 774 shares; 2025Q2: 431 shares; 2025Q3: 444 shares 444$53.2K0.04%+13Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 780 shares; 2025Q2: 812 shares; 2025Q3: 804 shares 804$53.1K0.04%-8Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly 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: 1,035 shares; 2025Q2: 1,026 shares; 2025Q3: 1,015 shares 1,015$51.7K0.04%-11Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 851 shares; 2025Q1: 626 shares; 2025Q2: 650 shares; 2025Q3: 626 shares 626$51.6K0.04%-24Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,028 shares; 2025Q1: 991 shares; 2025Q2: 989 shares; 2025Q3: 978 shares 978$51.1K0.04%-11Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 171 shares 171$51K0.04%-70Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 840 shares; 2025Q1: 825 shares; 2025Q2: 1,788 shares; 2025Q3: 1,595 shares 1,595$51K0.04%-193Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 207 shares; 2025Q1: 205 shares; 2025Q2: 204 shares; 2025Q3: 200 shares 200$50.8K0.04%-4Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 884 shares; 2025Q2: 865 shares; 2025Q3: 854 shares 854$50.8K0.04%-11Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 219 shares; 2025Q1: 218 shares; 2025Q2: 216 shares; 2025Q3: 212 shares 212$50.5K0.04%-4Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 396 shares; 2025Q1: 407 shares; 2025Q2: 405 shares; 2025Q3: 398 shares 398$50.5K0.04%-7Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 416 shares; 2025Q1: 305 shares; 2025Q2: 334 shares; 2025Q3: 331 shares 331$50.4K0.04%-3Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares 1,166$49.6K0.04%0Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 668 shares; 2025Q1: 666 shares; 2025Q2: 668 shares; 2025Q3: 661 shares 661$48.9K0.04%-7Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 699 shares; 2025Q1: 682 shares; 2025Q2: 679 shares; 2025Q3: 674 shares 674$47.4K0.03%-5Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,664 shares; 2025Q1: 1,643 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares 1,564$47.3K0.03%0Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 529 shares; 2025Q2: 526 shares; 2025Q3: 526 shares 526$47.2K0.03%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 181 shares; 2025Q3: 202 shares 202$46.4K0.03%+21Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 1,350 shares 1,350$46.1K0.03%+1,318Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 527 shares; 2025Q1: 2,132 shares; 2025Q2: 1,751 shares; 2025Q3: 457 shares 457$46K0.03%-1,294Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 320 shares 320$45.9K0.03%+313Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 3,206 shares; 2025Q1: 2,133 shares; 2025Q2: 1,666 shares; 2025Q3: 1,784 shares 1,784$45.5K0.03%+118Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 648 shares; 2025Q1: 645 shares; 2025Q2: 551 shares; 2025Q3: 547 shares 547$45.4K0.03%-4Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 501 shares; 2025Q1: 497 shares; 2025Q2: 490 shares; 2025Q3: 484 shares 484$45.4K0.03%-6Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 11,369 shares; 2025Q1: 9,243 shares; 2025Q2: 6,755 shares; 2025Q3: 6,683 shares 6,683$44.8K0.03%-72Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 177 shares; 2025Q1: 165 shares; 2025Q2: 167 shares; 2025Q3: 166 shares 166$44.4K0.03%-1Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 2,073 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares 2,149$44.4K0.03%0Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,352 shares; 2025Q1: 639 shares; 2025Q2: 730 shares; 2025Q3: 725 shares 725$44.2K0.03%-5Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 1,700 shares; 2025Q2: 1,528 shares; 2025Q3: 1,782 shares 1,782$43.8K0.03%+254Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 699 shares; 2025Q2: 537 shares; 2025Q3: 530 shares 530$43.6K0.03%-7Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly 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: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares 1,639$43.6K0.03%0Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 579 shares; 2025Q2: 555 shares; 2025Q3: 555 shares 555$43.6K0.03%0Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 999 shares; 2025Q1: 956 shares; 2025Q2: 995 shares; 2025Q3: 990 shares 990$43.5K0.03%-5Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,738 shares; 2025Q1: 1,763 shares; 2025Q2: 1,724 shares; 2025Q3: 1,694 shares 1,694$43.2K0.03%-30Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 153 shares; 2025Q2: 175 shares; 2025Q3: 183 shares 183$43.2K0.03%+8Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 656 shares; 2025Q1: 619 shares; 2025Q2: 615 shares; 2025Q3: 615 shares 615$43K0.03%0Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 157 shares; 2025Q1: 153 shares; 2025Q2: 152 shares; 2025Q3: 150 shares 150$43K0.03%-2Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 165 shares; 2025Q1: 209 shares; 2025Q2: 200 shares; 2025Q3: 179 shares 179$42.8K0.03%-21Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 383 shares; 2025Q1: 926 shares; 2025Q2: 481 shares; 2025Q3: 515 shares 515$42.7K0.03%+34Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 437 shares; 2025Q1: 384 shares; 2025Q2: 211 shares; 2025Q3: 158 shares 158$42.2K0.03%-53Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,567 shares; 2025Q1: 1,551 shares; 2025Q2: 1,583 shares; 2025Q3: 1,598 shares 1,598$42.1K0.03%+15Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,523 shares; 2025Q1: 1,469 shares; 2025Q2: 1,466 shares; 2025Q3: 1,467 shares 1,467$41.7K0.03%+1Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 278 shares; 2025Q3: 278 shares 278$41.7K0.03%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 602 shares; 2025Q1: 549 shares; 2025Q2: 493 shares; 2025Q3: 493 shares 493$41.1K0.03%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 97 shares; 2025Q3: 147 shares 147$41.1K0.03%+50Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 1,270 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares 1,545$40.4K0.03%0Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,591 shares; 2025Q1: 2,471 shares; 2025Q2: 2,477 shares; 2025Q3: 3,044 shares 3,044$40.3K0.03%+567Timeline
FLSFLOWSERVE CORPQuarterly 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: 748 shares 748$39.7K0.03%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 161 shares; 2025Q1: 88 shares; 2025Q2: 83 shares; 2025Q3: 79 shares 79$39.4K0.03%-4Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 375 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 339 shares 339$39.3K0.03%-4Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 740 shares; 2025Q1: 710 shares; 2025Q2: 734 shares; 2025Q3: 776 shares 776$39.2K0.03%+42Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 229 shares; 2025Q1: 228 shares; 2025Q2: 127 shares; 2025Q3: 127 shares 127$38.8K0.03%0Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 70 shares; 2025Q3: 66 shares 66$38.7K0.03%-4Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,309 shares; 2025Q2: 5,402 shares; 2025Q3: 5,312 shares 5,312$38.6K0.03%-90Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 5,217 shares; 2025Q1: 5,593 shares; 2025Q2: 5,257 shares; 2025Q3: 5,257 shares 5,257$38.6K0.03%0Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 468 shares; 2025Q3: 468 shares 468$37.7K0.03%0Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 263 shares; 2025Q1: 246 shares; 2025Q2: 243 shares; 2025Q3: 241 shares 241$37.7K0.03%-2Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly 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: 450 shares; 2025Q3: 450 shares 450$37.4K0.03%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 490 shares; 2025Q2: 475 shares; 2025Q3: 468 shares 468$37.4K0.03%-7Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,192 shares; 2025Q2: 1,803 shares; 2025Q3: 1,911 shares 1,911$36.8K0.03%+108Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 399 shares; 2025Q1: 396 shares; 2025Q2: 383 shares; 2025Q3: 381 shares 381$36.8K0.03%-2Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 284 shares; 2025Q1: 1,135 shares; 2025Q2: 1,125 shares; 2025Q3: 1,194 shares 1,194$36.5K0.03%+69Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 213 shares; 2025Q1: 181 shares; 2025Q2: 193 shares; 2025Q3: 193 shares 193$36.2K0.03%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares 1,156$36K0.03%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares 584$35.5K0.03%0Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 131 shares; 2025Q1: 150 shares; 2025Q2: 124 shares; 2025Q3: 136 shares 136$35.4K0.03%+12Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 68 shares; 2025Q1: 80 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83$35.4K0.03%0Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares 160$35.1K0.03%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 132 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares 112$35K0.03%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 7,632 shares 7,632$34.7K0.02%+3,607Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 640 shares; 2025Q1: 622 shares; 2025Q2: 615 shares; 2025Q3: 608 shares 608$34.6K0.02%-7Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 4,112 shares; 2025Q1: 1,259 shares; 2025Q2: 879 shares; 2025Q3: 576 shares 576$34.5K0.02%-303Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 116 shares; 2025Q1: 183 shares; 2025Q2: 181 shares; 2025Q3: 181 shares 181$34.5K0.02%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 175 shares; 2025Q1: 180 shares; 2025Q2: 102 shares; 2025Q3: 95 shares 95$33.9K0.02%-7Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 213 shares; 2025Q1: 265 shares; 2025Q2: 211 shares; 2025Q3: 211 shares 211$33.7K0.02%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 280 shares; 2025Q1: 269 shares; 2025Q2: 177 shares; 2025Q3: 177 shares 177$33.1K0.02%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 274 shares; 2025Q1: 344 shares; 2025Q2: 333 shares; 2025Q3: 102 shares 102$33K0.02%-231Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 335 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273$32.8K0.02%0Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares 346$32.6K0.02%0Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: not reported; 2025Q1: 2,703 shares; 2025Q2: 3,051 shares; 2025Q3: 1,914 shares 1,914$32.5K0.02%-1,137Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 296 shares; 2025Q1: 276 shares; 2025Q2: 264 shares; 2025Q3: 260 shares 260$32.3K0.02%-4Timeline
MDBMONGODB INCQuarterly 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: 15 shares; 2025Q2: 94 shares; 2025Q3: 103 shares 103$32K0.02%+9Timeline
ODVOSISKO DEVELOPMENT CORPQuarterly 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: 9,333 shares 9,333$31.6K0.02%newTimeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 219 shares; 2025Q1: 218 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214$31.6K0.02%0Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,536 shares; 2025Q1: 1,489 shares; 2025Q2: 1,470 shares; 2025Q3: 1,461 shares 1,461$30.9K0.02%-9Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 142 shares 142$30.6K0.02%-2Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 248 shares; 2025Q1: 927 shares; 2025Q2: 751 shares; 2025Q3: 857 shares 857$30.6K0.02%+106Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 465 shares 465$30.1K0.02%+11Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 332 shares; 2025Q3: 320 shares 320$30K0.02%-12Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 79 shares; 2025Q2: 136 shares; 2025Q3: 136 shares 136$29.6K0.02%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 514 shares; 2025Q1: 448 shares; 2025Q2: 334 shares; 2025Q3: 351 shares 351$29.3K0.02%+17Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 790 shares; 2025Q1: 812 shares; 2025Q2: 833 shares; 2025Q3: 823 shares 823$29.1K0.02%-10Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 219 shares; 2025Q1: 240 shares; 2025Q2: 213 shares; 2025Q3: 213 shares 213$29K0.02%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares 287$28.8K0.02%0Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 435 shares; 2025Q1: 380 shares; 2025Q2: 356 shares; 2025Q3: 355 shares 355$28.8K0.02%-1Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares 1,015$28.7K0.02%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 234 shares; 2025Q1: 182 shares; 2025Q2: 149 shares; 2025Q3: 149 shares 149$28.7K0.02%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 30 shares; 2025Q1: 25 shares; 2025Q2: 26 shares; 2025Q3: 30 shares 30$28.6K0.02%+4Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 692 shares; 2025Q1: 642 shares; 2025Q2: 764 shares; 2025Q3: 725 shares 725$28.4K0.02%-39Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 657 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares 636$28.3K0.02%0Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 271 shares; 2025Q1: 257 shares; 2025Q2: 201 shares; 2025Q3: 200 shares 200$28.2K0.02%-1Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 588 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares 571$28.1K0.02%0Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares 511$27.8K0.02%0Timeline
NFLXNETFLIX INC.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: 23 shares; 2025Q3: 23 shares 23$27.6K0.02%0Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 450 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 436 shares 436$27.5K0.02%-3Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 730 shares; 2025Q1: 682 shares; 2025Q2: 349 shares; 2025Q3: 405 shares 405$27.2K0.02%+56Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,094 shares; 2025Q1: 1,084 shares; 2025Q2: 1,073 shares; 2025Q3: 1,042 shares 1,042$26.8K0.02%-31Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 352 shares; 2025Q3: 352 shares 352$26.8K0.02%0Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 306 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares 272$26.7K0.02%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 155 shares; 2025Q3: 155 shares 155$26.4K0.02%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,766 shares; 2025Q1: 1,697 shares; 2025Q2: 2,169 shares; 2025Q3: 2,206 shares 2,206$26.4K0.02%+37Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 375 shares; 2025Q3: 375 shares 375$25.7K0.02%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 454 shares; 2025Q1: 449 shares; 2025Q2: 378 shares; 2025Q3: 378 shares 378$25.6K0.02%0Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 313 shares 313$25.5K0.02%+120Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 56 shares; 2025Q1: 55 shares; 2025Q2: 57 shares; 2025Q3: 57 shares 57$25.3K0.02%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 8 shares; 2025Q1: 142 shares; 2025Q2: 150 shares; 2025Q3: 159 shares 159$25.3K0.02%+9Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 438 shares; 2025Q3: 424 shares 424$25.3K0.02%-14Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 165 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285$25.2K0.02%0Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 155 shares; 2025Q1: 138 shares; 2025Q2: 134 shares; 2025Q3: 134 shares 134$25.2K0.02%0Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 261 shares; 2025Q2: 205 shares; 2025Q3: 205 shares 205$25.1K0.02%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 9 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares 19$25K0.02%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273$24.8K0.02%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 287 shares; 2025Q1: 329 shares; 2025Q2: 220 shares; 2025Q3: 220 shares 220$24.6K0.02%0Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360$24.3K0.02%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares 532$23.9K0.02%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 286 shares; 2025Q2: 242 shares; 2025Q3: 242 shares 242$23.6K0.02%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 252 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 175 shares 175$23.6K0.02%-30Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 164 shares 164$23.5K0.02%-45Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 108 shares; 2025Q1: 92 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90$23.5K0.02%0Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,318 shares; 2025Q1: 571 shares; 2025Q2: 1,549 shares; 2025Q3: 1,549 shares 1,549$23.3K0.02%0Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares 178$23.2K0.02%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 328 shares; 2025Q2: 219 shares; 2025Q3: 219 shares 219$22.7K0.02%0Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,003 shares; 2025Q1: 1,001 shares; 2025Q2: 814 shares; 2025Q3: 830 shares 830$22.6K0.02%+16Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,682 shares 1,682$22.6K0.02%+235Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 41 shares; 2025Q1: 46 shares; 2025Q2: 50 shares; 2025Q3: 45 shares 45$22.4K0.02%-5Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 22 shares; 2025Q1: 29 shares; 2025Q2: 169 shares; 2025Q3: 221 shares 221$22.1K0.02%+52Timeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 443 shares; 2025Q1: 1,044 shares; 2025Q2: 1,281 shares; 2025Q3: 1,681 shares 1,681$22.1K0.02%+400Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 507 shares; 2025Q1: 548 shares; 2025Q2: 520 shares; 2025Q3: 513 shares 513$22.1K0.02%-7Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 63 shares 63$22K0.02%-9Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 210 shares; 2025Q1: 217 shares; 2025Q2: 444 shares; 2025Q3: 444 shares 444$21.8K0.02%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares 156$21.7K0.02%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 191 shares; 2025Q3: 191 shares 191$21.5K0.02%0Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 551 shares; 2025Q2: 548 shares; 2025Q3: 548 shares 548$21.3K0.02%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 93 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 96 shares 96$21.2K0.02%-14Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 375 shares; 2025Q1: 633 shares; 2025Q2: 389 shares; 2025Q3: 614 shares 614$21.1K0.02%+225Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11$21K0.02%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 415 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares 155$20.9K0.01%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 254 shares; 2025Q3: 254 shares 254$20.7K0.01%0Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 147 shares; 2025Q1: 125 shares; 2025Q2: 121 shares; 2025Q3: 104 shares 104$20.4K0.01%-17Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares 1,163$20.1K0.01%0Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 228 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214$19.9K0.01%0Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 787 shares; 2025Q1: 706 shares; 2025Q2: 458 shares; 2025Q3: 407 shares 407$19.4K0.01%-51Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 82 shares; 2025Q1: 77 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25$19.3K0.01%0Timeline
SKMSK TELECOM CO LTDQuarterly 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: 666 shares; 2025Q2: 908 shares; 2025Q3: 887 shares 887$19.2K0.01%-21Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 549 shares; 2025Q2: 402 shares; 2025Q3: 294 shares 294$19K0.01%-108Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 77 shares; 2025Q3: 77 shares 77$19K0.01%0Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98$18.9K0.01%0Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 32 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94$18.8K0.01%0Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,064 shares; 2025Q1: 859 shares; 2025Q2: 808 shares; 2025Q3: 450 shares 450$18.8K0.01%-358Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 177 shares; 2025Q3: 174 shares 174$18.8K0.01%-3Timeline
PPLPPL CORPQuarterly 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$18.6K0.01%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 261 shares; 2025Q1: 280 shares; 2025Q2: 261 shares; 2025Q3: 261 shares 261$18.6K0.01%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 140 shares; 2025Q1: 136 shares; 2025Q2: 90 shares; 2025Q3: 137 shares 137$18.6K0.01%+47Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 256 shares; 2025Q1: 245 shares; 2025Q2: 216 shares; 2025Q3: 86 shares 86$18.5K0.01%-130Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 423 shares; 2025Q3: 423 shares 423$18.3K0.01%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 46 shares; 2025Q1: 40 shares; 2025Q2: 36 shares; 2025Q3: 32 shares 32$18K0.01%-4Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 161 shares; 2025Q1: 133 shares; 2025Q2: 213 shares; 2025Q3: 213 shares 213$18K0.01%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares 65$17.8K0.01%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 413 shares; 2025Q1: 302 shares; 2025Q2: 150 shares; 2025Q3: 135 shares 135$17.4K0.01%-15Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 76 shares; 2025Q1: 195 shares; 2025Q2: 291 shares; 2025Q3: 291 shares 291$17.4K0.01%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120$17.2K0.01%0Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 76 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68$16.7K0.01%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47$16.2K0.01%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 115 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 117 shares 117$16.1K0.01%+1Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 31 shares; 2025Q1: 26 shares; 2025Q2: 38 shares; 2025Q3: 46 shares 46$15.5K0.01%+8Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78$15.4K0.01%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 23 shares; 2025Q1: 67 shares; 2025Q2: 105 shares; 2025Q3: 110 shares 110$15.4K0.01%+5Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 34 shares; 2025Q1: 27 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150$15.4K0.01%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 39 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162$15.4K0.01%0Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 82 shares; 2025Q2: 181 shares; 2025Q3: 181 shares 181$15.3K0.01%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 45 shares; 2025Q1: 38 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68$15K0.01%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares 307$15K0.01%0Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 530 shares; 2025Q1: 224 shares; 2025Q2: 2,174 shares; 2025Q3: 515 shares 515$14.9K0.01%-1,659Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 518 shares; 2025Q1: 351 shares; 2025Q2: 600 shares; 2025Q3: 725 shares 725$14.6K0.01%+125Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 287 shares; 2025Q1: 200 shares; 2025Q2: 375 shares; 2025Q3: 397 shares 397$14.4K0.01%+22Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares 370$14.3K0.01%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 170 shares; 2025Q3: 170 shares 170$14.1K0.01%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145$14K0.01%0Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 61 shares; 2025Q1: 56 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48$13.9K0.01%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 195 shares; 2025Q2: 177 shares; 2025Q3: 177 shares 177$13.6K0.01%0Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 187 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares 165$13.5K0.01%0Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 122 shares; 2025Q3: 122 shares 122$13.5K0.01%0Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares 414$13.5K0.01%0Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 29 shares; 2025Q2: 57 shares; 2025Q3: 57 shares 57$12.9K0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares 49$12.7K0.01%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares 136$12.5K0.01%0Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares 119$12.4K0.01%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 385 shares; 2025Q2: 513 shares; 2025Q3: 456 shares 456$12.4K0.01%-57Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 251 shares; 2025Q1: 321 shares; 2025Q2: 355 shares; 2025Q3: 355 shares 355$12.4K0.01%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180$12.4K0.01%0Timeline
NTAPNETAPP INCQuarterly 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: 103 shares; 2025Q3: 103 shares 103$12.2K0.01%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 517 shares; 2025Q1: 418 shares; 2025Q2: 239 shares; 2025Q3: 241 shares 241$12.2K0.01%+2Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 54 shares; 2025Q1: 51 shares; 2025Q2: 44 shares; 2025Q3: 44 shares 44$12K0.01%0Timeline
ICLICL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 1,892 shares; 2025Q1: 1,732 shares; 2025Q2: 1,581 shares; 2025Q3: 1,920 shares 1,920$12K0.01%+339Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 423 shares; 2025Q2: 339 shares; 2025Q3: 339 shares 339$12K0.01%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 165 shares; 2025Q1: 169 shares; 2025Q2: 74 shares; 2025Q3: 243 shares 243$11.9K0.01%+169Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 278 shares; 2025Q1: 260 shares; 2025Q2: 258 shares; 2025Q3: 258 shares 258$11.8K0.01%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 24 shares; 2025Q1: 33 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24$11.8K0.01%0Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 365 shares; 2025Q1: 475 shares; 2025Q2: 174 shares; 2025Q3: 172 shares 172$11.6K0.01%-2Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 356 shares; 2025Q2: 316 shares; 2025Q3: 316 shares 316$11.3K0.01%0Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,902 shares; 2025Q1: 1,662 shares; 2025Q2: 877 shares; 2025Q3: 617 shares 617$11.3K0.01%-260Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 59 shares; 2025Q1: 62 shares; 2025Q2: 88 shares; 2025Q3: 88 shares 88$11.1K0.01%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 144 shares; 2025Q3: 131 shares 131$11K0.01%-13Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 108 shares; 2025Q3: 108 shares 108$11K0.01%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 207 shares; 2025Q2: 237 shares; 2025Q3: 237 shares 237$11K0.01%0Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 164 shares 164$11K0.01%-4Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares 50$10.9K0.01%0Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 113 shares; 2025Q2: 111 shares; 2025Q3: 123 shares 123$10.8K0.01%+12Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 420 shares; 2025Q1: 491 shares; 2025Q2: 307 shares; 2025Q3: 307 shares 307$10.8K0.01%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17$10.7K0.01%0Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 27 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33$10.7K0.01%0Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares 176$10.6K0.01%0Timeline
SNDKSANDISK CORPQuarterly 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: 88 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94$10.5K0.01%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 41 shares 41$10.1K0.01%0Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64$10.1K0.01%0Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares 267$10K0.01%0Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 234 shares; 2025Q1: 164 shares; 2025Q2: 629 shares; 2025Q3: 678 shares 678$9.95K0.01%+49Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350$9.94K0.01%0Timeline
TELFYTELEFONICA SA-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,502 shares; 2025Q1: 2,063 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares 1,936$9.84K0.01%0Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly 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$9.74K0.01%0Timeline
MGAMAGNA INTL INCQuarterly 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: 201 shares; 2025Q3: 201 shares 201$9.52K0.01%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 267 shares; 2025Q2: 133 shares; 2025Q3: 133 shares 133$9.45K0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,341 shares; 2025Q1: 1,241 shares; 2025Q2: 103 shares; 2025Q3: 99 shares 99$9.34K0.01%-4Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares 123$8.99K0.01%0Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 106 shares; 2025Q1: 37 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102$8.99K0.01%0Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 200 shares; 2025Q3: 198 shares 198$8.96K0.01%-2Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares 74$8.95K0.01%0Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 26 shares; 2025Q2: 29 shares; 2025Q3: 29 shares 29$8.92K0.01%0Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 339 shares; 2025Q3: 222 shares 222$8.86K0.01%-117Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62$8.77K0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares 119$8.68K0.01%0Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 458 shares; 2025Q1: 658 shares; 2025Q2: 460 shares; 2025Q3: 459 shares 459$8.58K0.01%-1Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares 157$8.55K0.01%0Timeline
SFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 259 shares; 2025Q2: 287 shares; 2025Q3: 287 shares 287$8.36K0.01%0Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 154 shares; 2025Q2: 194 shares; 2025Q3: 194 shares 194$8.26K0.01%0Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,131 shares; 2025Q1: 1,204 shares; 2025Q2: 273 shares; 2025Q3: 333 shares 333$8.19K0.01%+60Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares 32$8.09K0.01%0Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 38 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36$8.09K0.01%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 173 shares; 2025Q2: 89 shares; 2025Q3: 89 shares 89$8.07K0.01%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BCDABRDN ETFS1,541$51.1Kshares
HESS CORPHESS CORP319$44.2Kshares
USFRWISDOMTREE TR440$22.1Kshares
OSISKO DEVELOPMENT CORP COM…OSISKO DEVELOPMENT CORP COM NEW9,333$20Kshares
TMFGRBB FD INC466$14.2Kshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC315$12.6Kshares
TMFSRBB FD INC264$9.33Kshares
ANSYS INCANSYS INC19$6.67Kshares
James Hardie Industries PLCJames Hardie Industries PLC242$6.51Kshares
DAKOTA GOLD CORPDAKOTA GOLD CORP3,607$6.13Kshares
LOGILOGITECH INTL S A64$5.77Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC494$5.67Kshares
DPZDOMINOS PIZZA INC6$2.7Kshares
ACIALBERTSONS COMPANIES INC111$2.39Kshares
LINELINEAGE INC50$2.18Kshares
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A42$1.6Kshares
KMXCARMAX INC16$1.07Kshares
KMPRKEMPER CORP16$1.03Kshares
LNTHLANTHEUS HLDGS INC12$982shares
CRICARTERS INC24$723shares
SMPLSIMPLY GOOD FOODS CO22$695shares
AMEDISYS INCAMEDISYS INC7$689shares
BZHBEAZER HOMES USA INC29$649shares
MANMANPOWERGROUP INC WIS14$566shares
NSPINSPERITY INC8$481shares
BRCBRADY CORP5$340shares
KFRCKFORCE INC8$329shares
FOOT LOCKER INCFOOT LOCKER INC12$294shares
SPBSPECTRUM BRANDS HOLDINGS INC4$212shares
SGISOMNIGROUP INTERNATIONAL INC3$204shares
PTENPATTERSON-UTI ENERGY INC22$130shares
SLGSL GREEN RLTY CORP2$124shares
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG1$57shares
WK KELLOGG COWK KELLOGG CO2$32shares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002005409-25-000006 base2025-10-30acceptance time not in the bulk data set