GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,820 shares; 2024Q4: 733,967 shares; 2025Q1: 801,637 shares; 2025Q2: 795,205 shares; 2025Q3: 770,372 shares 770,372 $27.7M 11.64% -24,833 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,991 shares; 2024Q4: 198,520 shares; 2025Q1: 209,165 shares; 2025Q2: 207,432 shares; 2025Q3: 220,656 shares 220,656 $16.2M 6.79% +13,224 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,155 shares; 2024Q4: 182,450 shares; 2025Q1: 188,775 shares; 2025Q2: 183,077 shares; 2025Q3: 189,555 shares 189,555 $10.9M 4.57% +6,478 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,047 shares; 2024Q4: 29,813 shares; 2025Q1: 29,706 shares; 2025Q2: 31,185 shares; 2025Q3: 32,367 shares 32,367 $8.86M 3.72% +1,182 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,944 shares; 2024Q4: 239,658 shares; 2025Q1: 243,206 shares; 2025Q2: 249,788 shares; 2025Q3: 253,823 shares 253,823 $6.93M 2.91% +4,035 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,700 shares; 2024Q4: 56,162 shares; 2025Q1: 53,859 shares; 2025Q2: 59,662 shares; 2025Q3: 61,036 shares 61,036 $6.41M 2.69% +1,374 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,996 shares; 2024Q4: 12,723 shares; 2025Q1: 13,223 shares; 2025Q2: 13,411 shares; 2025Q3: 17,992 shares 17,992 $6.4M 2.68% +4,581 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,465 shares; 2024Q4: 50,734 shares; 2025Q1: 87,919 shares; 2025Q2: 161,354 shares; 2025Q3: 168,482 shares 168,482 $5.71M 2.4% +7,128 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 31,845 shares; 2025Q1: 55,380 shares; 2025Q2: 100,087 shares; 2025Q3: 104,140 shares 104,140 $5.63M 2.36% +4,053 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,905 shares; 2024Q4: 35,701 shares; 2025Q1: 43,648 shares; 2025Q2: 35,206 shares; 2025Q3: 34,828 shares 34,828 $4.96M 2.08% -378 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,420 shares; 2024Q4: 22,013 shares; 2025Q1: 26,563 shares; 2025Q2: 24,895 shares; 2025Q3: 24,875 shares 24,875 $4.64M 1.95% -20 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,312 shares; 2025Q3: 109,795 shares 109,795 $4.59M 1.93% +42,483 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,426 shares; 2024Q4: 51,749 shares; 2025Q1: 51,504 shares; 2025Q2: 45,750 shares; 2025Q3: 51,316 shares 51,316 $4.57M 1.92% +5,566 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 9,501 shares; 2025Q1: 9,008 shares; 2025Q2: 9,093 shares; 2025Q3: 8,745 shares 8,745 $4.53M 1.9% -348 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,656 shares; 2024Q4: 100,381 shares; 2025Q1: 131,502 shares; 2025Q2: 136,395 shares; 2025Q3: 139,478 shares 139,478 $4.45M 1.87% +3,083 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,141 shares; 2024Q4: 62,999 shares; 2025Q1: 59,704 shares; 2025Q2: 58,905 shares; 2025Q3: 57,132 shares 57,132 $4.2M 1.76% -1,773 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,196 shares; 2024Q4: 18,540 shares; 2025Q1: 17,581 shares; 2025Q2: 18,467 shares; 2025Q3: 17,669 shares 17,669 $3.88M 1.63% -798 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,541 shares; 2024Q4: 46,427 shares; 2025Q1: 46,798 shares; 2025Q2: 41,585 shares; 2025Q3: 39,114 shares 39,114 $3.88M 1.63% -2,471 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,710 shares; 2024Q4: 94,138 shares; 2025Q1: 93,416 shares; 2025Q2: 94,058 shares; 2025Q3: 91,047 shares 91,047 $3.84M 1.61% -3,011 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,513 shares; 2024Q4: 32,811 shares; 2025Q1: 35,922 shares; 2025Q2: 63,086 shares; 2025Q3: 88,391 shares 88,391 $3.5M 1.47% +25,305 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,799 shares; 2024Q4: 8,776 shares; 2025Q1: 8,789 shares; 2025Q2: 9,613 shares; 2025Q3: 9,253 shares 9,253 $3.04M 1.27% -360 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,017 shares 8,017 $2.77M 1.16% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,988 shares; 2024Q4: 10,853 shares; 2025Q1: 11,031 shares; 2025Q2: 10,274 shares; 2025Q3: 10,256 shares 10,256 $2.61M 1.1% -18 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,721 shares; 2024Q4: 22,962 shares; 2025Q1: 27,509 shares; 2025Q2: not reported; 2025Q3: 26,550 shares 26,550 $2.56M 1.07% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,897 shares; 2025Q1: 3,159 shares; 2025Q2: 3,146 shares; 2025Q3: 3,135 shares 3,135 $2.3M 0.97% -11 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,129 shares; 2024Q4: 42,537 shares; 2025Q1: 43,435 shares; 2025Q2: 43,545 shares; 2025Q3: 42,382 shares 42,382 $2.29M 0.96% -1,163 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,532 shares; 2024Q4: 7,904 shares; 2025Q1: 8,270 shares; 2025Q2: 8,800 shares; 2025Q3: 8,696 shares 8,696 $2.11M 0.89% -104 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 17,678 shares; 2025Q1: 18,782 shares; 2025Q2: 18,891 shares; 2025Q3: 23,207 shares 23,207 $1.97M 0.83% +4,316 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,788 shares; 2024Q4: 30,407 shares; 2025Q1: 30,064 shares; 2025Q2: 29,839 shares; 2025Q3: 29,096 shares 29,096 $1.63M 0.68% -743 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,743 shares; 2024Q4: 99,627 shares; 2025Q1: 95,291 shares; 2025Q2: 91,248 shares; 2025Q3: 60,880 shares 60,880 $1.51M 0.63% -30,368 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,384 shares; 2024Q4: 12,091 shares; 2025Q1: 9,736 shares; 2025Q2: 9,218 shares; 2025Q3: 11,916 shares 11,916 $1.47M 0.62% +2,698 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,544 shares; 2024Q4: 34,543 shares; 2025Q1: 34,512 shares; 2025Q2: 34,353 shares; 2025Q3: 33,773 shares 33,773 $1.45M 0.61% -580 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 11,411 shares; 2025Q1: 11,277 shares; 2025Q2: 11,232 shares; 2025Q3: 10,429 shares 10,429 $1.35M 0.56% -803 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,059 shares; 2025Q1: 7,940 shares; 2025Q2: 7,856 shares; 2025Q3: 7,635 shares 7,635 $1.26M 0.53% -221 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,519 shares; 2024Q4: 17,613 shares; 2025Q1: 17,427 shares; 2025Q2: 17,321 shares; 2025Q3: 16,963 shares 16,963 $1.19M 0.5% -358 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 2,916 shares; 2025Q1: 2,306 shares; 2025Q2: 2,107 shares; 2025Q3: 2,048 shares 2,048 $1.16M 0.49% -59 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,976 shares; 2024Q4: 13,337 shares; 2025Q1: 11,386 shares; 2025Q2: 11,082 shares; 2025Q3: 10,845 shares 10,845 $1.04M 0.43% -237 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 34,996 shares; 2025Q1: 35,087 shares; 2025Q2: 35,060 shares; 2025Q3: 33,932 shares 33,932 $1.01M 0.42% -1,128 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,799 shares; 2025Q1: 4,803 shares; 2025Q2: 4,777 shares; 2025Q3: 4,783 shares 4,783 $998K 0.42% +6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,507 shares; 2025Q2: 5,556 shares; 2025Q3: 5,406 shares 5,406 $986K 0.41% -150 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,666 shares; 2025Q1: 8,625 shares; 2025Q2: 21,742 shares; 2025Q3: 26,881 shares 26,881 $953K 0.4% +5,139 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,535 shares; 2025Q1: 1,320 shares; 2025Q2: 1,307 shares; 2025Q3: 1,291 shares 1,291 $928K 0.39% -16 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,063 shares; 2025Q1: 3,119 shares; 2025Q2: 3,033 shares; 2025Q3: 3,028 shares 3,028 $889K 0.37% -5 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,765 shares; 2024Q4: 32,816 shares; 2025Q1: 33,537 shares; 2025Q2: 21,511 shares; 2025Q3: 23,173 shares 23,173 $862K 0.36% +1,662 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 2,415 shares; 2025Q1: 2,704 shares; 2025Q2: 2,836 shares; 2025Q3: 2,554 shares 2,554 $843K 0.35% -282 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,462 shares; 2025Q1: 2,048 shares; 2025Q2: 2,069 shares; 2025Q3: 2,217 shares 2,217 $830K 0.35% +148 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,555 shares; 2025Q1: 8,946 shares; 2025Q2: 3,328 shares; 2025Q3: 8,568 shares 8,568 $827K 0.35% +5,240 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,369 shares; 2025Q1: 1,138 shares; 2025Q2: 1,237 shares; 2025Q3: 1,283 shares 1,283 $770K 0.32% +46 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 4,970 shares; 2025Q3: 4,526 shares 4,526 $757K 0.32% -444 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 2,138 shares 2,138 $738K 0.31% -36 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,216 shares; 2025Q2: 9,046 shares; 2025Q3: 8,944 shares 8,944 $721K 0.3% -102 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 13,883 shares; 2025Q1: 13,855 shares; 2025Q2: 13,745 shares; 2025Q3: 13,729 shares 13,729 $703K 0.3% -16 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 722 shares 722 $665K 0.28% -15 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,795 shares; 2025Q1: 2,312 shares; 2025Q2: 2,116 shares; 2025Q3: 1,297 shares 1,297 $652K 0.27% -819 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 2,000 shares; 2025Q1: 2,030 shares; 2025Q2: 2,056 shares; 2025Q3: 2,060 shares 2,060 $650K 0.27% +4 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,354 shares; 2025Q1: 887 shares; 2025Q2: 862 shares; 2025Q3: 830 shares 830 $634K 0.27% -32 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,655 shares; 2025Q1: 1,424 shares; 2025Q2: 1,822 shares; 2025Q3: 1,784 shares 1,784 $627K 0.26% -38 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,446 shares; 2025Q1: 8,349 shares; 2025Q2: 8,310 shares; 2025Q3: 8,244 shares 8,244 $622K 0.26% -66 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,595 shares; 2025Q3: 6,332 shares 6,332 $620K 0.26% -263 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,405 shares; 2025Q1: not reported; 2025Q2: 3,348 shares; 2025Q3: 3,278 shares 3,278 $619K 0.26% -70 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,896 shares; 2025Q2: 11,220 shares; 2025Q3: 4,282 shares 4,282 $613K 0.26% -6,938 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,699 shares; 2025Q1: 2,196 shares; 2025Q2: 2,124 shares; 2025Q3: 2,053 shares 2,053 $603K 0.25% -71 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,343 shares; 2024Q4: 13,920 shares; 2025Q1: 13,889 shares; 2025Q2: 13,279 shares; 2025Q3: 12,943 shares 12,943 $598K 0.25% -336 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares 894 $591K 0.25% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 896 shares; 2025Q1: 960 shares; 2025Q2: 927 shares; 2025Q3: 954 shares 954 $584K 0.25% +27 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,202 shares; 2025Q1: 4,244 shares; 2025Q2: 3,939 shares; 2025Q3: 3,837 shares 3,837 $555K 0.23% -102 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,845 shares; 2025Q1: 2,826 shares; 2025Q2: 2,362 shares; 2025Q3: 2,324 shares 2,324 $549K 0.23% -38 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,379 shares; 2025Q2: 7,659 shares; 2025Q3: 9,056 shares 9,056 $547K 0.23% +1,397 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,069 shares 4,069 $545K 0.23% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,689 shares; 2025Q1: 3,028 shares; 2025Q2: 2,907 shares; 2025Q3: 2,860 shares 2,860 $543K 0.23% -47 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,358 shares 10,358 $542K 0.23% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,117 shares; 2025Q1: 943 shares; 2025Q2: 914 shares; 2025Q3: 1,085 shares 1,085 $541K 0.23% +171 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,625 shares; 2025Q1: 2,131 shares; 2025Q2: 1,210 shares; 2025Q3: 1,180 shares 1,180 $525K 0.22% -30 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,542 shares; 2025Q3: 2,538 shares 2,538 $502K 0.21% -4 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,196 shares; 2024Q4: 16,941 shares; 2025Q1: 17,618 shares; 2025Q2: not reported; 2025Q3: 20,135 shares 20,135 $496K 0.21% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,451 shares; 2025Q1: 7,842 shares; 2025Q2: not reported; 2025Q3: 8,713 shares 8,713 $494K 0.21% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,920 shares; 2024Q4: not reported; 2025Q1: 8,103 shares; 2025Q2: not reported; 2025Q3: 8,103 shares 8,103 $494K 0.21% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,521 shares; 2025Q1: 2,701 shares; 2025Q2: not reported; 2025Q3: 2,594 shares 2,594 $489K 0.21% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,407 shares; 2025Q1: 5,727 shares; 2025Q2: 5,621 shares; 2025Q3: 5,622 shares 5,622 $486K 0.2% +1 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,769 shares; 2025Q3: 7,662 shares 7,662 $483K 0.2% -107 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,569 shares; 2025Q1: 2,626 shares; 2025Q2: not reported; 2025Q3: 2,258 shares 2,258 $483K 0.2% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,610 shares; 2025Q1: 3,913 shares; 2025Q2: not reported; 2025Q3: 3,646 shares 3,646 $473K 0.2% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,445 shares 2,445 $471K 0.2% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,892 shares; 2025Q2: 2,927 shares; 2025Q3: 2,907 shares 2,907 $471K 0.2% -20 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 757 shares; 2025Q1: 669 shares; 2025Q2: 672 shares; 2025Q3: 654 shares 654 $469K 0.2% -18 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,826 shares; 2025Q3: 14,564 shares 14,564 $469K 0.2% -262 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,622 shares 7,622 $465K 0.2% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,307 shares; 2025Q2: not reported; 2025Q3: 2,193 shares 2,193 $464K 0.19% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,193 shares; 2025Q1: 4,166 shares; 2025Q2: 4,289 shares; 2025Q3: 4,251 shares 4,251 $463K 0.19% -38 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,869 shares; 2025Q2: 2,781 shares; 2025Q3: 2,777 shares 2,777 $462K 0.19% -4 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,999 shares; 2025Q2: not reported; 2025Q3: 2,938 shares 2,938 $455K 0.19% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 7,497 shares; 2025Q1: 3,953 shares; 2025Q2: 4,004 shares; 2025Q3: 3,972 shares 3,972 $449K 0.19% -32 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares 3,617 $443K 0.19% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,692 shares; 2025Q3: 2,652 shares 2,652 $441K 0.18% -40 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: 797 shares; 2025Q2: 806 shares; 2025Q3: 807 shares 807 $438K 0.18% +1 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,887 shares; 2024Q4: 47,410 shares; 2025Q1: 51,233 shares; 2025Q2: 50,002 shares; 2025Q3: 49,929 shares 49,929 $435K 0.18% -73 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,362 shares; 2024Q4: 18,889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,489 shares 13,489 $434K 0.18% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,770 shares 5,770 $434K 0.18% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,657 shares; 2025Q2: 3,641 shares; 2025Q3: 3,654 shares 3,654 $433K 0.18% +13 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,602 shares; 2025Q1: 2,176 shares; 2025Q2: 2,225 shares; 2025Q3: 2,196 shares 2,196 $430K 0.18% -29 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,213 shares 10,213 $429K 0.18% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,427 shares 7,427 $427K 0.18% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares 394 $425K 0.18% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 9,851 shares; 2025Q1: 12,764 shares; 2025Q2: 18,147 shares; 2025Q3: 21,713 shares 21,713 $418K 0.18% +3,566 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835 $417K 0.17% new Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,232 shares; 2024Q4: 10,232 shares; 2025Q1: 13,356 shares; 2025Q2: 18,817 shares; 2025Q3: 22,936 shares 22,936 $416K 0.17% +4,119 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,445 shares; 2025Q3: 9,431 shares 9,431 $414K 0.17% -14 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,232 shares; 2025Q2: not reported; 2025Q3: 31,773 shares 31,773 $407K 0.17% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,522 shares; 2025Q1: 2,862 shares; 2025Q2: 3,175 shares; 2025Q3: 3,221 shares 3,221 $404K 0.17% +46 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 7,390 shares; 2025Q1: 6,047 shares; 2025Q2: 5,946 shares; 2025Q3: 5,868 shares 5,868 $402K 0.17% -78 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,331 shares; 2025Q1: 1,434 shares; 2025Q2: 1,441 shares; 2025Q3: 1,457 shares 1,457 $402K 0.17% +16 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,300 shares; 2025Q1: 2,141 shares; 2025Q2: 2,041 shares; 2025Q3: 1,910 shares 1,910 $400K 0.17% -131 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,744 shares; 2025Q1: 5,762 shares; 2025Q2: 5,517 shares; 2025Q3: 5,501 shares 5,501 $397K 0.17% -16 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,416 shares 9,416 $390K 0.16% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,398 shares 5,398 $386K 0.16% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 10,630 shares; 2025Q1: 13,952 shares; 2025Q2: 20,022 shares; 2025Q3: 24,058 shares 24,058 $383K 0.16% +4,036 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,652 shares; 2025Q2: 10,438 shares; 2025Q3: 10,330 shares 10,330 $380K 0.16% -108 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,743 shares; 2025Q1: 6,743 shares; 2025Q2: 6,715 shares; 2025Q3: 6,715 shares 6,715 $380K 0.16% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,211 shares; 2025Q2: 3,043 shares; 2025Q3: 2,987 shares 2,987 $378K 0.16% -56 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 418 shares; 2025Q3: 250 shares 250 $374K 0.16% -168 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,699 shares; 2025Q1: 1,415 shares; 2025Q2: 1,366 shares; 2025Q3: 1,341 shares 1,341 $367K 0.15% -25 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,270 shares; 2025Q1: 2,690 shares; 2025Q2: 2,523 shares; 2025Q3: 2,473 shares 2,473 $362K 0.15% -50 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares 1,087 $358K 0.15% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,487 shares; 2025Q2: 2,456 shares; 2025Q3: 2,482 shares 2,482 $351K 0.15% +26 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,439 shares; 2025Q2: 26,961 shares; 2025Q3: 33,946 shares 33,946 $351K 0.15% +6,985 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,224 shares 7,224 $350K 0.15% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,243 shares 8,243 $347K 0.15% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 478 shares; 2025Q1: 479 shares; 2025Q2: 521 shares; 2025Q3: 519 shares 519 $346K 0.15% -2 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: 1,740 shares; 2025Q2: 1,779 shares; 2025Q3: 1,111 shares 1,111 $344K 0.14% -668 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,599 shares; 2025Q1: 2,812 shares; 2025Q2: not reported; 2025Q3: 4,119 shares 4,119 $344K 0.14% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,214 shares 1,214 $342K 0.14% -22 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,908 shares 1,908 $341K 0.14% +313 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,767 shares; 2025Q2: 13,803 shares; 2025Q3: 16,455 shares 16,455 $340K 0.14% +2,652 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 3,200 shares; 2025Q1: 1,622 shares; 2025Q2: 1,617 shares; 2025Q3: 1,651 shares 1,651 $336K 0.14% +34 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,181 shares 1,181 $333K 0.14% -10 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,119 shares; 2025Q1: 18,320 shares; 2025Q2: 26,119 shares; 2025Q3: 31,028 shares 31,028 $331K 0.14% +4,909 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,838 shares 2,838 $325K 0.14% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,063 shares; 2025Q1: 1,978 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares 1,996 $324K 0.14% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares 2,084 $323K 0.14% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 8,675 shares; 2025Q1: 8,417 shares; 2025Q2: 8,100 shares; 2025Q3: 8,659 shares 8,659 $323K 0.14% +559 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,262 shares; 2025Q1: 1,311 shares; 2025Q2: 1,309 shares; 2025Q3: 1,310 shares 1,310 $319K 0.13% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 697 shares 697 $319K 0.13% +95 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,725 shares 3,725 $314K 0.13% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares 1,911 $300K 0.13% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,489 shares 26,489 $298K 0.12% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,990 shares; 2025Q3: 4,578 shares 4,578 $298K 0.12% +588 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,227 shares 12,227 $297K 0.12% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,392 shares 8,392 $291K 0.12% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,145 shares 9,145 $287K 0.12% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares 1,162 $287K 0.12% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares 1,425 $282K 0.12% 0 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares 1,576 $274K 0.12% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares 1,101 $270K 0.11% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,254 shares; 2025Q1: 3,096 shares; 2025Q2: 3,077 shares; 2025Q3: 3,046 shares 3,046 $270K 0.11% -31 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: 1,010 shares 1,010 $270K 0.11% +168 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,062 shares; 2025Q3: 4,480 shares 4,480 $268K 0.11% +418 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,672 shares; 2025Q2: 7,768 shares; 2025Q3: 7,695 shares 7,695 $266K 0.11% -73 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares 566 $265K 0.11% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares 325 $259K 0.11% new Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,294 shares 1,294 $257K 0.11% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684 shares 2,684 $244K 0.1% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,050 shares 4,050 $244K 0.1% new Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,849 shares 18,849 $240K 0.1% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,170 shares; 2025Q1: not reported; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares 4,170 $240K 0.1% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 102 shares 102 $238K 0.1% +15 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 492 shares; 2025Q2: 497 shares; 2025Q3: 497 shares 497 $237K 0.1% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $233K 0.1% 0 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,754 shares 17,754 $232K 0.1% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares 1,128 $232K 0.1% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,964 shares; 2025Q1: 3,768 shares; 2025Q2: 3,633 shares; 2025Q3: 3,473 shares 3,473 $230K 0.1% -160 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,597 shares; 2025Q3: 11,538 shares 11,538 $225K 0.09% +1,941 Timeline YATSEN HLDG LTD SPONSORED A… YATSEN HLDG LTD SPONSORED ADS More: the full row for YATSEN HLDG LTD SPONSORED ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,819 shares 24,819 $225K 0.09% new CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,976 shares 24,976 $225K 0.09% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,746 shares; 2025Q3: 13,402 shares 13,402 $224K 0.09% +2,656 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,027 shares 22,027 $219K 0.09% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,474 shares; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,319 shares 2,319 $219K 0.09% -29 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 917 shares 917 $218K 0.09% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,462 shares; 2025Q2: 1,425 shares; 2025Q3: 1,378 shares 1,378 $214K 0.09% -47 Timeline VEON VEON LTD More: the full row for VEON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,872 shares 3,872 $211K 0.09% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,969 shares 3,969 $211K 0.09% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 9,167 shares; 2025Q1: 9,174 shares; 2025Q2: 9,201 shares; 2025Q3: 8,801 shares 8,801 $207K 0.09% -400 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares 4,440 $206K 0.09% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 843 shares; 2025Q3: 843 shares 843 $204K 0.09% 0 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares 4,500 $204K 0.09% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,337 shares; 2025Q2: not reported; 2025Q3: 2,102 shares 2,102 $203K 0.09% new Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000 $200K 0.08% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 10,592 shares; 2025Q1: 14,016 shares; 2025Q2: 19,303 shares; 2025Q3: 23,957 shares 23,957 $191K 0.08% +4,654 Timeline KC KINGSOFT CLOUD HLDGS LTD More: the full row for KINGSOFT CLOUD HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,534 shares; 2025Q3: 11,741 shares 11,741 $175K 0.07% +2,207 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,679 shares; 2025Q3: 3,654 shares 3,654 $155K 0.06% -6,025 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 11,328 shares; 2025Q1: 11,328 shares; 2025Q2: 11,328 shares; 2025Q3: 11,328 shares 11,328 $127K 0.05% 0 Timeline ORGN ORIGIN MATLS INC (DE) More: the full row for ORIGIN MATLS INC (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,000 shares; 2024Q4: 73,000 shares; 2025Q1: 73,000 shares; 2025Q2: 73,000 shares; 2025Q3: 73,000 shares 73,000 $37.9K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,900 shares; 2024Q4: 36,900 shares; 2025Q1: 36,900 shares; 2025Q2: 36,900 shares; 2025Q3: 36,900 shares 36,900 $36.9K 0.02% 0 Timeline