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: 48,659 shares; 2024Q4: 56,037 shares; 2025Q1: 54,967 shares; 2025Q2: 53,717 shares; 2025Q3: 53,463 shares 53,463 $13.6M 4.55% -254 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: 45,140 shares; 2024Q4: 44,853 shares; 2025Q1: 43,316 shares; 2025Q2: 41,488 shares; 2025Q3: 41,008 shares 41,008 $13.5M 4.5% -480 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: 22,987 shares; 2024Q4: 26,260 shares; 2025Q1: 25,810 shares; 2025Q2: 25,100 shares; 2025Q3: 24,867 shares 24,867 $12.9M 4.3% -233 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: 18,732 shares; 2024Q4: 18,732 shares; 2025Q1: 17,858 shares; 2025Q2: 17,797 shares; 2025Q3: 17,781 shares 17,781 $11.8M 3.96% -16 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: 49,294 shares; 2024Q4: 49,792 shares; 2025Q1: 50,882 shares; 2025Q2: 48,339 shares; 2025Q3: 58,143 shares 58,143 $10.8M 3.62% +9,804 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,844 shares; 2024Q4: 132,358 shares; 2025Q1: 122,197 shares; 2025Q2: 121,675 shares; 2025Q3: 120,091 shares 120,091 $10.5M 3.5% -1,584 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,809 shares; 2024Q4: 169,010 shares; 2025Q1: 189,354 shares; 2025Q2: 209,405 shares; 2025Q3: 227,726 shares 227,726 $10.4M 3.48% +18,321 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,806 shares; 2024Q4: 18,552 shares; 2025Q1: 17,527 shares; 2025Q2: 17,127 shares; 2025Q3: 17,092 shares 17,092 $10.2M 3.4% -35 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: 39,877 shares; 2024Q4: 38,451 shares; 2025Q1: 36,968 shares; 2025Q2: 36,205 shares; 2025Q3: 36,860 shares 36,860 $8.96M 2.99% +655 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: 32,669 shares; 2024Q4: 40,972 shares; 2025Q1: 39,898 shares; 2025Q2: 35,896 shares; 2025Q3: 37,121 shares 37,121 $8.15M 2.72% +1,225 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: 8,536 shares; 2024Q4: 8,453 shares; 2025Q1: 8,365 shares; 2025Q2: 8,198 shares; 2025Q3: 8,346 shares 8,346 $6.13M 2.05% +148 Timeline BLACKSTONE PRIVATE CREDIT F… BLACKSTONE PRIVATE CREDIT FUND More: the full row for BLACKSTONE PRIVATE CREDIT FUND 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: 224,165 shares; 2025Q2: 224,165 shares; 2025Q3: 240,107 shares 240,107 $6.02M 2.01% +15,942 DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,406 shares; 2024Q4: 166,046 shares; 2025Q1: 176,633 shares; 2025Q2: 176,477 shares; 2025Q3: 182,331 shares 182,331 $5.72M 1.91% +5,854 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: 77,897 shares; 2024Q4: 74,952 shares; 2025Q1: 61,753 shares; 2025Q2: 58,600 shares; 2025Q3: 56,297 shares 56,297 $5.44M 1.82% -2,303 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,426 shares; 2024Q4: 87,261 shares; 2025Q1: 73,540 shares; 2025Q2: 73,037 shares; 2025Q3: 71,547 shares 71,547 $4.72M 1.58% -1,490 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: 11,951 shares; 2024Q4: 14,911 shares; 2025Q1: 14,613 shares; 2025Q2: 14,738 shares; 2025Q3: 14,894 shares 14,894 $4.7M 1.57% +156 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $4.53M 1.51% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,410 shares; 2024Q4: 35,410 shares; 2025Q1: 34,421 shares; 2025Q2: 34,057 shares; 2025Q3: 33,867 shares 33,867 $4.02M 1.34% -190 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,833 shares; 2024Q4: 33,336 shares; 2025Q1: 32,373 shares; 2025Q2: 32,526 shares; 2025Q3: 32,924 shares 32,924 $3.39M 1.13% +398 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,494 shares; 2025Q1: 6,830 shares; 2025Q2: 7,340 shares; 2025Q3: 9,554 shares 9,554 $3.15M 1.05% +2,214 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 10,400 shares; 2025Q1: 10,212 shares; 2025Q2: 10,576 shares; 2025Q3: 10,554 shares 10,554 $2.95M 0.98% -22 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,474 shares; 2024Q4: 81,301 shares; 2025Q1: 75,776 shares; 2025Q2: 67,986 shares; 2025Q3: 68,932 shares 68,932 $2.95M 0.98% +946 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 103,113 shares; 2025Q1: 83,699 shares; 2025Q2: 43,678 shares; 2025Q3: 43,049 shares 43,049 $2.9M 0.97% -629 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: 4,386 shares; 2024Q4: 4,566 shares; 2025Q1: 4,607 shares; 2025Q2: 4,765 shares; 2025Q3: 4,982 shares 4,982 $2.83M 0.95% +217 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: 5,200 shares; 2024Q4: 11,428 shares; 2025Q1: 11,828 shares; 2025Q2: 11,128 shares; 2025Q3: 11,446 shares 11,446 $2.79M 0.93% +318 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 9,229 shares; 2025Q1: 8,810 shares; 2025Q2: 7,795 shares; 2025Q3: 8,021 shares 8,021 $2.74M 0.91% +226 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,774 shares; 2024Q4: 14,569 shares; 2025Q1: 14,052 shares; 2025Q2: 13,716 shares; 2025Q3: 13,619 shares 13,619 $2.53M 0.84% -97 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: 7,077 shares; 2024Q4: 8,385 shares; 2025Q1: 8,393 shares; 2025Q2: 8,377 shares; 2025Q3: 8,363 shares 8,363 $2.45M 0.82% -14 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: 3,666 shares; 2024Q4: 3,807 shares; 2025Q1: 3,570 shares; 2025Q2: 3,815 shares; 2025Q3: 5,362 shares 5,362 $2.38M 0.8% +1,547 Timeline SCZ 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: 32,183 shares; 2024Q4: 31,418 shares; 2025Q1: 31,418 shares; 2025Q2: 31,418 shares; 2025Q3: 30,908 shares 30,908 $2.37M 0.79% -510 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 2,242 shares; 2025Q1: 2,199 shares; 2025Q2: 2,396 shares; 2025Q3: 2,412 shares 2,412 $2.23M 0.75% +16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,075 shares; 2025Q1: 2,070 shares; 2025Q2: 2,100 shares; 2025Q3: 2,340 shares 2,340 $2.15M 0.72% +240 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: 4,477 shares; 2024Q4: 5,056 shares; 2025Q1: 5,673 shares; 2025Q2: 6,199 shares; 2025Q3: 6,150 shares 6,150 $2.04M 0.68% -49 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: 2,346 shares; 2024Q4: 2,472 shares; 2025Q1: 2,439 shares; 2025Q2: 3,366 shares; 2025Q3: 3,856 shares 3,856 $1.94M 0.65% +490 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 13,867 shares; 2025Q1: 13,842 shares; 2025Q2: 13,375 shares; 2025Q3: 13,779 shares 13,779 $1.85M 0.62% +404 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,374 shares; 2024Q4: 33,239 shares; 2025Q1: 34,718 shares; 2025Q2: 34,224 shares; 2025Q3: 35,141 shares 35,141 $1.81M 0.61% +917 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 4,581 shares; 2025Q1: 4,588 shares; 2025Q2: 3,893 shares; 2025Q3: 3,527 shares 3,527 $1.68M 0.56% -366 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 1,292 shares; 2025Q2: 1,329 shares; 2025Q3: 1,343 shares 1,343 $1.57M 0.52% +14 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: 9,604 shares; 2024Q4: 16,219 shares; 2025Q1: 16,996 shares; 2025Q2: 17,292 shares; 2025Q3: 15,849 shares 15,849 $1.51M 0.51% -1,443 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,431 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares 2,253 $1.51M 0.5% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,381 shares; 2025Q1: 6,371 shares; 2025Q2: 6,332 shares; 2025Q3: 6,327 shares 6,327 $1.5M 0.5% -5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,783 shares; 2024Q4: 10,815 shares; 2025Q1: 11,514 shares; 2025Q2: 12,170 shares; 2025Q3: 12,036 shares 12,036 $1.45M 0.49% -134 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,187 shares; 2024Q4: 10,212 shares; 2025Q1: 10,196 shares; 2025Q2: 7,209 shares; 2025Q3: 7,132 shares 7,132 $1.43M 0.48% -77 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 971 shares; 2025Q1: 995 shares; 2025Q2: 972 shares; 2025Q3: 1,164 shares 1,164 $1.4M 0.47% +192 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 4,843 shares; 2025Q1: 4,917 shares; 2025Q2: 4,912 shares; 2025Q3: 4,865 shares 4,865 $1.37M 0.46% -47 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: 1,087 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,556 shares; 2025Q3: 1,752 shares 1,752 $1.34M 0.45% +196 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,185 shares; 2024Q4: 16,185 shares; 2025Q1: 16,185 shares; 2025Q2: 16,185 shares; 2025Q3: 16,185 shares 16,185 $1.34M 0.45% 0 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: 4,450 shares; 2024Q4: 5,244 shares; 2025Q1: 5,036 shares; 2025Q2: 3,469 shares; 2025Q3: 3,754 shares 3,754 $1.3M 0.43% +285 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: 2,461 shares; 2024Q4: 2,405 shares; 2025Q1: 2,847 shares; 2025Q2: 2,988 shares; 2025Q3: 3,433 shares 3,433 $1.28M 0.43% +445 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: 3,739 shares; 2024Q4: 6,738 shares; 2025Q1: 6,748 shares; 2025Q2: 6,654 shares; 2025Q3: 6,633 shares 6,633 $1.28M 0.43% -21 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,634 shares; 2024Q4: 56,431 shares; 2025Q1: 51,660 shares; 2025Q2: 31,835 shares; 2025Q3: 25,031 shares 25,031 $1.25M 0.42% -6,804 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: 4,356 shares; 2024Q4: 5,832 shares; 2025Q1: 5,679 shares; 2025Q2: 5,260 shares; 2025Q3: 5,380 shares 5,380 $1.25M 0.42% +120 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 4,229 shares; 2025Q1: 4,279 shares; 2025Q2: 4,266 shares; 2025Q3: 4,383 shares 4,383 $1.24M 0.41% +117 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: 9,468 shares; 2024Q4: 9,530 shares; 2025Q1: 9,450 shares; 2025Q2: 9,638 shares; 2025Q3: 9,829 shares 9,829 $1.22M 0.41% +191 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,335 shares; 2024Q4: 13,924 shares; 2025Q1: 16,800 shares; 2025Q2: 18,284 shares; 2025Q3: 18,273 shares 18,273 $1.14M 0.38% -11 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 5,095 shares; 2025Q1: 5,082 shares; 2025Q2: 4,515 shares; 2025Q3: 4,555 shares 4,555 $1.12M 0.38% +40 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 194 shares; 2025Q3: 204 shares 204 $1.1M 0.37% +10 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,296 shares; 2025Q1: 5,296 shares; 2025Q2: 5,296 shares; 2025Q3: 5,296 shares 5,296 $1.09M 0.37% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 11,458 shares; 2025Q1: 11,862 shares; 2025Q2: 12,494 shares; 2025Q3: 12,981 shares 12,981 $1.09M 0.36% +487 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,653 shares; 2025Q1: 3,629 shares; 2025Q2: 3,483 shares; 2025Q3: 3,568 shares 3,568 $1.08M 0.36% +85 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,262 shares; 2024Q4: 15,171 shares; 2025Q1: 15,309 shares; 2025Q2: 15,443 shares; 2025Q3: 15,830 shares 15,830 $1.08M 0.36% +387 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: 6,368 shares; 2024Q4: 6,946 shares; 2025Q1: 6,950 shares; 2025Q2: 6,728 shares; 2025Q3: 6,963 shares 6,963 $1.08M 0.36% +235 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 12,933 shares; 2025Q1: 12,647 shares; 2025Q2: 12,527 shares; 2025Q3: 12,429 shares 12,429 $1.05M 0.35% -98 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 6,157 shares; 2025Q1: 6,213 shares; 2025Q2: 6,175 shares; 2025Q3: 6,294 shares 6,294 $967K 0.32% +119 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,384 shares; 2025Q1: 2,469 shares; 2025Q2: 2,773 shares; 2025Q3: 3,095 shares 3,095 $931K 0.31% +322 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: 5,662 shares; 2024Q4: 11,510 shares; 2025Q1: 10,691 shares; 2025Q2: 11,976 shares; 2025Q3: 11,908 shares 11,908 $899K 0.3% -68 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 736 shares; 2025Q1: 674 shares; 2025Q2: 675 shares; 2025Q3: 678 shares 678 $894K 0.3% +3 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 6,816 shares; 2025Q1: 6,702 shares; 2025Q2: 6,271 shares; 2025Q3: 6,286 shares 6,286 $883K 0.29% +15 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 9,714 shares; 2025Q1: 9,610 shares; 2025Q2: 9,827 shares; 2025Q3: 10,295 shares 10,295 $877K 0.29% +468 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 638 shares; 2025Q1: 900 shares; 2025Q2: 841 shares; 2025Q3: 879 shares 879 $851K 0.28% +38 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,409 shares; 2025Q1: 5,426 shares; 2025Q2: 5,224 shares; 2025Q3: 5,316 shares 5,316 $845K 0.28% +92 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,588 shares; 2024Q4: 29,786 shares; 2025Q1: 34,594 shares; 2025Q2: 36,618 shares; 2025Q3: 32,725 shares 32,725 $834K 0.28% -3,893 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,346 shares; 2025Q1: 2,445 shares; 2025Q2: 1,968 shares; 2025Q3: 2,035 shares 2,035 $825K 0.28% +67 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: not reported; 2024Q4: 1,073 shares; 2025Q1: 1,095 shares; 2025Q2: 1,076 shares; 2025Q3: 1,147 shares 1,147 $824K 0.28% +71 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: 6,958 shares; 2024Q4: 7,326 shares; 2025Q1: 7,403 shares; 2025Q2: 7,338 shares; 2025Q3: 8,369 shares 8,369 $820K 0.27% +1,031 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: 5,501 shares; 2024Q4: 4,924 shares; 2025Q1: 3,544 shares; 2025Q2: 3,466 shares; 2025Q3: 3,356 shares 3,356 $812K 0.27% -110 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 2,049 shares; 2025Q1: 2,054 shares; 2025Q2: 1,835 shares; 2025Q3: 1,739 shares 1,739 $795K 0.27% -96 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 4,818 shares; 2025Q1: 4,848 shares; 2025Q2: 2,815 shares; 2025Q3: 2,777 shares 2,777 $784K 0.26% -38 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,822 shares; 2025Q1: 2,786 shares; 2025Q2: 2,865 shares; 2025Q3: 3,015 shares 3,015 $758K 0.25% +150 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,119 shares; 2024Q4: 12,119 shares; 2025Q1: 12,119 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares 11,437 $744K 0.25% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,481 shares; 2025Q1: 2,458 shares; 2025Q2: 2,737 shares; 2025Q3: 2,697 shares 2,697 $739K 0.25% -40 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,386 shares; 2024Q4: 13,386 shares; 2025Q1: 13,340 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares 13,058 $697K 0.23% 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: 928 shares; 2024Q4: 941 shares; 2025Q1: 947 shares; 2025Q2: 953 shares; 2025Q3: 874 shares 874 $696K 0.23% -79 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: 3,820 shares; 2024Q4: 3,775 shares; 2025Q1: 3,709 shares; 2025Q2: 3,890 shares; 2025Q3: 4,102 shares 4,102 $682K 0.23% +212 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,063 shares; 2025Q1: 2,847 shares; 2025Q2: 2,917 shares; 2025Q3: 2,571 shares 2,571 $670K 0.22% -346 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: 351 shares; 2024Q4: 1,558 shares; 2025Q1: 1,593 shares; 2025Q2: 1,576 shares; 2025Q3: 1,336 shares 1,336 $667K 0.22% -240 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 8,174 shares; 2025Q1: 6,816 shares; 2025Q2: 7,065 shares; 2025Q3: 7,010 shares 7,010 $663K 0.22% -55 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,247 shares; 2025Q1: 5,296 shares; 2025Q2: 5,104 shares; 2025Q3: 5,670 shares 5,670 $639K 0.21% +566 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,210 shares 1,210 $622K 0.21% +110 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 1,080 shares; 2025Q1: 1,437 shares; 2025Q2: 1,811 shares; 2025Q3: 1,637 shares 1,637 $605K 0.2% -174 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 886 shares; 2025Q2: 1,602 shares; 2025Q3: 1,903 shares 1,903 $605K 0.2% +301 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 3,162 shares; 2025Q1: 3,103 shares; 2025Q2: 2,949 shares; 2025Q3: 2,857 shares 2,857 $601K 0.2% -92 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: not reported; 2025Q2: 2,284 shares; 2025Q3: 3,209 shares 3,209 $586K 0.2% +925 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares 974 $585K 0.2% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 7,476 shares; 2025Q1: 7,476 shares; 2025Q2: 7,427 shares; 2025Q3: 7,343 shares 7,343 $571K 0.19% -84 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,745 shares; 2025Q1: 3,765 shares; 2025Q2: 4,285 shares; 2025Q3: 4,335 shares 4,335 $569K 0.19% +50 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,943 shares; 2025Q1: 6,709 shares; 2025Q2: 6,728 shares; 2025Q3: 6,760 shares 6,760 $560K 0.19% +32 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 6,531 shares; 2025Q1: 6,619 shares; 2025Q2: 6,757 shares; 2025Q3: 6,654 shares 6,654 $558K 0.19% -103 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 814 shares; 2025Q1: 821 shares; 2025Q2: 1,222 shares; 2025Q3: 1,221 shares 1,221 $546K 0.18% -1 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: 2,337 shares; 2024Q4: 2,387 shares; 2025Q1: 2,356 shares; 2025Q2: 2,297 shares; 2025Q3: 2,309 shares 2,309 $546K 0.18% +12 Timeline SHY 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: 2,594 shares; 2025Q1: 8,403 shares; 2025Q2: 8,027 shares; 2025Q3: 6,448 shares 6,448 $535K 0.18% -1,579 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 3,461 shares; 2025Q1: 3,480 shares; 2025Q2: 3,543 shares; 2025Q3: 3,604 shares 3,604 $532K 0.18% +61 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: 363 shares; 2025Q1: 362 shares; 2025Q2: 363 shares; 2025Q3: 355 shares 355 $531K 0.18% -8 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,640 shares; 2025Q1: 2,633 shares; 2025Q2: 2,714 shares; 2025Q3: 2,563 shares 2,563 $525K 0.18% -151 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: 1,602 shares; 2025Q2: 2,250 shares; 2025Q3: 2,542 shares 2,542 $522K 0.17% +292 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,868 shares; 2025Q1: 2,920 shares; 2025Q2: 2,850 shares; 2025Q3: 2,831 shares 2,831 $520K 0.17% -19 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,173 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,180 shares 2,180 $500K 0.17% -3 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: 146 shares; 2025Q3: 208 shares 208 $486K 0.16% +62 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: 1,077 shares; 2024Q4: 1,650 shares; 2025Q1: 1,674 shares; 2025Q2: 2,194 shares; 2025Q3: 2,367 shares 2,367 $482K 0.16% +173 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 2,250 shares; 2025Q1: 2,183 shares; 2025Q2: 1,115 shares; 2025Q3: 981 shares 981 $476K 0.16% -134 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: 12,280 shares; 2024Q4: 11,970 shares; 2025Q1: 11,970 shares; 2025Q2: 11,970 shares; 2025Q3: 11,970 shares 11,970 $474K 0.16% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,253 shares; 2025Q1: 2,562 shares; 2025Q2: 2,548 shares; 2025Q3: 2,376 shares 2,376 $471K 0.16% -172 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: 1,627 shares; 2024Q4: 1,613 shares; 2025Q1: 1,632 shares; 2025Q2: 1,623 shares; 2025Q3: 1,747 shares 1,747 $467K 0.16% +124 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,123 shares; 2025Q1: 2,133 shares; 2025Q2: 2,156 shares; 2025Q3: 2,106 shares 2,106 $465K 0.16% -50 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: 6,059 shares; 2024Q4: 6,637 shares; 2025Q1: 7,085 shares; 2025Q2: 6,881 shares; 2025Q3: 6,985 shares 6,985 $463K 0.15% +104 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,871 shares; 2025Q1: 5,180 shares; 2025Q2: 5,236 shares; 2025Q3: 5,024 shares 5,024 $461K 0.15% -212 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,204 shares; 2025Q3: 2,513 shares 2,513 $449K 0.15% +309 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 6,186 shares; 2025Q1: 5,585 shares; 2025Q2: 5,137 shares; 2025Q3: 4,967 shares 4,967 $446K 0.15% -170 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,819 shares; 2025Q1: 2,801 shares; 2025Q2: 2,899 shares; 2025Q3: 2,983 shares 2,983 $439K 0.15% +84 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,138 shares; 2025Q1: 3,063 shares; 2025Q2: 3,123 shares; 2025Q3: 3,353 shares 3,353 $430K 0.14% +230 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,175 shares; 2025Q1: 2,277 shares; 2025Q2: 2,250 shares; 2025Q3: 2,559 shares 2,559 $428K 0.14% +309 Timeline CMWAY COMMONWEALTH BK OF AUSTRALIA S More: the full row for COMMONWEALTH BK OF AUSTRALIA S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,194 shares; 2025Q1: 3,205 shares; 2025Q2: 3,431 shares; 2025Q3: 3,846 shares 3,846 $423K 0.14% +415 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 14,185 shares; 2025Q1: 13,860 shares; 2025Q2: 13,853 shares; 2025Q3: 13,853 shares 13,853 $419K 0.14% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 644 shares 644 $418K 0.14% +4 Timeline LRLCY L'OREAL CO ADR More: the full row for L'OREAL CO ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 5,228 shares; 2025Q1: 4,808 shares; 2025Q2: 4,818 shares; 2025Q3: 4,818 shares 4,818 $417K 0.14% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,955 shares; 2025Q1: 4,933 shares; 2025Q2: 4,995 shares; 2025Q3: 5,401 shares 5,401 $414K 0.14% +406 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: 1,324 shares; 2024Q4: 1,334 shares; 2025Q1: 1,344 shares; 2025Q2: 1,392 shares; 2025Q3: 1,468 shares 1,468 $414K 0.14% +76 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 766 shares; 2025Q2: 788 shares; 2025Q3: 868 shares 868 $412K 0.14% +80 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 2,615 shares; 2025Q1: 2,773 shares; 2025Q2: 2,382 shares; 2025Q3: 2,542 shares 2,542 $411K 0.14% +160 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 2,103 shares 2,103 $411K 0.14% +155 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,349 shares; 2024Q4: 15,303 shares; 2025Q1: 15,407 shares; 2025Q2: 15,407 shares; 2025Q3: 15,407 shares 15,407 $402K 0.13% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 9,479 shares; 2025Q1: 4,284 shares; 2025Q2: 4,284 shares; 2025Q3: 4,284 shares 4,284 $400K 0.13% 0 Timeline ATEYY ADVANTEST CORPORATION NEW ADS More: the full row for ADVANTEST CORPORATION NEW ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,991 shares; 2025Q1: not reported; 2025Q2: 3,884 shares; 2025Q3: 3,948 shares 3,948 $397K 0.13% +64 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,797 shares; 2025Q1: 1,811 shares; 2025Q2: 1,825 shares; 2025Q3: 1,761 shares 1,761 $380K 0.13% -64 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,484 shares; 2025Q1: 3,529 shares; 2025Q2: 1,591 shares; 2025Q3: 1,533 shares 1,533 $377K 0.13% -58 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 5,299 shares; 2025Q1: 6,245 shares; 2025Q2: 7,892 shares; 2025Q3: 7,648 shares 7,648 $375K 0.13% -244 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,134 shares; 2024Q4: 13,147 shares; 2025Q1: 9,655 shares; 2025Q2: 11,863 shares; 2025Q3: 11,880 shares 11,880 $375K 0.13% +17 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,230 shares; 2025Q3: 3,310 shares 3,310 $370K 0.12% +80 Timeline SCHF 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: not reported; 2024Q4: not reported; 2025Q1: 14,900 shares; 2025Q2: 15,675 shares; 2025Q3: 15,675 shares 15,675 $365K 0.12% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,423 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,278 shares 3,278 $364K 0.12% -225 Timeline ALIZY ALLIANZ SE More: the full row for ALLIANZ SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,390 shares; 2025Q1: 8,380 shares; 2025Q2: 8,380 shares; 2025Q3: 8,650 shares 8,650 $363K 0.12% +270 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: 6,545 shares; 2025Q1: 6,433 shares; 2025Q2: 6,504 shares; 2025Q3: 6,506 shares 6,506 $361K 0.12% +2 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 771 shares; 2025Q1: 786 shares; 2025Q2: 831 shares; 2025Q3: 1,056 shares 1,056 $360K 0.12% +225 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 11,405 shares; 2025Q1: 11,511 shares; 2025Q2: 11,511 shares; 2025Q3: 12,311 shares 12,311 $354K 0.12% +800 Timeline NABZY NATL AUSTRALIA BK LTD ADS5 More: the full row for NATL AUSTRALIA BK LTD ADS5 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,166 shares; 2024Q4: 23,730 shares; 2025Q1: 23,358 shares; 2025Q2: 23,824 shares; 2025Q3: 24,168 shares 24,168 $353K 0.12% +344 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: not reported; 2025Q1: 6,036 shares; 2025Q2: 6,071 shares; 2025Q3: 6,149 shares 6,149 $345K 0.12% +78 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: 4,474 shares; 2025Q1: 4,410 shares; 2025Q2: 4,513 shares; 2025Q3: 4,747 shares 4,747 $340K 0.11% +234 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,680 shares; 2025Q1: 5,201 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares 5,201 $339K 0.11% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,720 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares 4,760 $338K 0.11% 0 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,988 shares; 2025Q1: 2,002 shares; 2025Q2: 2,051 shares; 2025Q3: 2,119 shares 2,119 $335K 0.11% +68 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,812 shares; 2025Q1: 5,852 shares; 2025Q2: 5,662 shares; 2025Q3: 5,852 shares 5,852 $328K 0.11% +190 Timeline UNCRY UNICREDIT SPA ADR NEW 2017 (IT More: the full row for UNICREDIT SPA ADR NEW 2017 (IT 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: 8,461 shares; 2025Q2: 8,453 shares; 2025Q3: 8,545 shares 8,545 $324K 0.11% +92 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,061 shares; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,175 shares 2,175 $323K 0.11% +106 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,693 shares; 2025Q1: 2,772 shares; 2025Q2: 2,876 shares; 2025Q3: 2,955 shares 2,955 $319K 0.11% +79 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 5,619 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 9,293 shares 9,293 $317K 0.11% +4,721 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,724 shares; 2025Q1: 7,548 shares; 2025Q2: 7,228 shares; 2025Q3: 7,580 shares 7,580 $317K 0.11% +352 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: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares 1,870 $313K 0.1% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 3,072 shares; 2025Q1: 2,968 shares; 2025Q2: 2,749 shares; 2025Q3: 2,693 shares 2,693 $308K 0.1% -56 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: 657 shares; 2024Q4: 657 shares; 2025Q1: 752 shares; 2025Q2: 657 shares; 2025Q3: 657 shares 657 $308K 0.1% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,271 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares 3,312 $301K 0.1% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,129 shares; 2024Q4: 17,157 shares; 2025Q1: 17,067 shares; 2025Q2: 18,139 shares; 2025Q3: 18,302 shares 18,302 $298K 0.1% +163 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 402 shares; 2025Q2: 429 shares; 2025Q3: 434 shares 434 $296K 0.1% +5 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 19,301 shares; 2025Q1: 16,551 shares; 2025Q2: 20,444 shares; 2025Q3: 20,839 shares 20,839 $291K 0.1% +395 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 471 shares 471 $290K 0.1% +67 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 8,120 shares; 2025Q1: 8,276 shares; 2025Q2: 2,474 shares; 2025Q3: 2,433 shares 2,433 $288K 0.1% -41 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,537 shares; 2025Q3: 2,518 shares 2,518 $282K 0.09% -19 Timeline PRYMY Prysmian S.P.A., Milano Unspon More: the full row for Prysmian S.P.A., Milano Unspon Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,612 shares 5,612 $278K 0.09% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 5,212 shares; 2025Q1: 4,679 shares; 2025Q2: 4,625 shares; 2025Q3: 5,493 shares 5,493 $277K 0.09% +868 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: 13,002 shares; 2024Q4: 13,061 shares; 2025Q1: 13,061 shares; 2025Q2: 13,061 shares; 2025Q3: 13,236 shares 13,236 $274K 0.09% +175 Timeline ANZGY ANZ GROUP HLDGS LTD SPONSORED More: the full row for ANZ GROUP HLDGS LTD SPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 12,418 shares; 2025Q1: 12,069 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares 12,377 $272K 0.09% 0 Timeline ITOCY ITOCHU CORP-ADR- More: the full row for ITOCHU CORP-ADR- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,326 shares; 2025Q1: 2,325 shares; 2025Q2: 2,332 shares; 2025Q3: 2,363 shares 2,363 $272K 0.09% +31 Timeline ZURVY ZURICH INSURANCE GRP LTD SPONS More: the full row for ZURICH INSURANCE GRP LTD SPONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 7,560 shares; 2025Q1: 7,460 shares; 2025Q2: 7,460 shares; 2025Q3: 7,460 shares 7,460 $267K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: 1,373 shares; 2025Q3: 1,619 shares 1,619 $263K 0.09% +246 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,674 shares; 2025Q3: 1,665 shares 1,665 $262K 0.09% -9 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: 1,825 shares; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 2,288 shares 2,288 $262K 0.09% +614 Timeline HTHIY HITACHI LTD ADR (10COM)NEW More: the full row for HITACHI LTD ADR (10COM)NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,261 shares; 2025Q1: 10,036 shares; 2025Q2: 10,047 shares; 2025Q3: 9,909 shares 9,909 $261K 0.09% -138 Timeline HESAY HERMES INTL S A UNSPONSORED AD More: the full row for HERMES INTL S A UNSPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares 1,060 $260K 0.09% 0 Timeline IWV 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares 682 $258K 0.09% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 607 shares 607 $256K 0.09% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,060 shares; 2025Q2: 7,185 shares; 2025Q3: 9,075 shares 9,075 $256K 0.09% +1,890 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 354 shares; 2025Q1: 358 shares; 2025Q2: 355 shares; 2025Q3: 337 shares 337 $255K 0.09% -18 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 366 shares 366 $255K 0.09% +81 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,283 shares; 2025Q1: 1,542 shares; 2025Q2: 902 shares; 2025Q3: 722 shares 722 $255K 0.09% -180 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: 682 shares; 2024Q4: 687 shares; 2025Q1: 685 shares; 2025Q2: 670 shares; 2025Q3: 506 shares 506 $252K 0.08% -164 Timeline SFTBY SOFTBANK GROUP AMERICAN DEPOSI More: the full row for SOFTBANK GROUP AMERICAN DEPOSI 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: 3,918 shares 3,918 $248K 0.08% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,248 shares; 2025Q1: 1,254 shares; 2025Q2: not reported; 2025Q3: 1,294 shares 1,294 $247K 0.08% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares 2,074 $246K 0.08% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 759 shares; 2025Q3: 758 shares 758 $245K 0.08% -1 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: 1,828 shares 1,828 $245K 0.08% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares 498 $244K 0.08% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,774 shares; 2024Q4: 100,454 shares; 2025Q1: 98,204 shares; 2025Q2: 91,653 shares; 2025Q3: 92,448 shares 92,448 $243K 0.08% +795 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,735 shares; 2025Q3: 4,811 shares 4,811 $242K 0.08% +76 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,396 shares; 2025Q1: 4,396 shares; 2025Q2: 4,376 shares; 2025Q3: 4,376 shares 4,376 $236K 0.08% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,451 shares; 2025Q3: 1,407 shares 1,407 $236K 0.08% -44 Timeline TKOMY Tokio Marine Holdings, Inc. Sp More: the full row for Tokio Marine Holdings, Inc. Sp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,565 shares; 2025Q1: 5,483 shares; 2025Q2: 5,483 shares; 2025Q3: 5,580 shares 5,580 $235K 0.08% +97 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 1,103 shares 1,103 $234K 0.08% +71 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 3,941 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,895 shares 3,895 $234K 0.08% +41 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR 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: 6,067 shares 6,067 $233K 0.08% 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: 13,053 shares; 2024Q4: 13,125 shares; 2025Q1: 13,140 shares; 2025Q2: 13,453 shares; 2025Q3: 14,576 shares 14,576 $232K 0.08% +1,123 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,884 shares; 2025Q1: 3,570 shares; 2025Q2: 3,363 shares; 2025Q3: 3,306 shares 3,306 $231K 0.08% -57 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,975 shares; 2024Q4: 14,975 shares; 2025Q1: 14,975 shares; 2025Q2: 14,856 shares; 2025Q3: 15,182 shares 15,182 $230K 0.08% +326 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,574 shares 1,574 $229K 0.08% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 871 shares; 2025Q1: 865 shares; 2025Q2: 910 shares; 2025Q3: 831 shares 831 $225K 0.08% -79 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: 12,465 shares; 2024Q4: 12,475 shares; 2025Q1: 12,616 shares; 2025Q2: 12,558 shares; 2025Q3: 13,368 shares 13,368 $224K 0.07% +810 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR 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: 1,650 shares; 2025Q3: 1,650 shares 1,650 $223K 0.07% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 607 shares; 2025Q2: 611 shares; 2025Q3: 623 shares 623 $222K 0.07% +12 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: 1,776 shares; 2024Q4: 1,776 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,405 shares 1,405 $218K 0.07% -272 Timeline EADSY AIRBUS SE AMERICAN DEPOSITARY More: the full row for AIRBUS SE AMERICAN DEPOSITARY 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: 3,716 shares 3,716 $216K 0.07% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 720 shares; 2025Q1: 497 shares; 2025Q2: 502 shares; 2025Q3: 442 shares 442 $215K 0.07% -60 Timeline IBDRY IBERDROLA SA DPON ADR (SPAIN) More: the full row for IBERDROLA SA DPON ADR (SPAIN) 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: 2,708 shares; 2025Q3: 2,812 shares 2,812 $214K 0.07% +104 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: 4,701 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares 3,568 $214K 0.07% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,247 shares 1,247 $213K 0.07% +98 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,524 shares 3,524 $209K 0.07% new TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,606 shares 2,606 $208K 0.07% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,190 shares 6,190 $208K 0.07% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares 620 $206K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: not reported; 2025Q3: 7,443 shares 7,443 $203K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,397 shares 1,397 $202K 0.07% -235 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,625 shares; 2025Q1: 1,649 shares; 2025Q2: 1,220 shares; 2025Q3: 1,036 shares 1,036 $199K 0.07% -184 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,837 shares; 2024Q4: 24,804 shares; 2025Q1: 26,781 shares; 2025Q2: 24,325 shares; 2025Q3: 25,289 shares 25,289 $192K 0.06% +964 Timeline PROSY PROSUS N V ADR(NLD) More: the full row for PROSUS N V ADR(NLD) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,905 shares; 2024Q4: 11,905 shares; 2025Q1: 11,755 shares; 2025Q2: 11,755 shares; 2025Q3: 11,755 shares 11,755 $166K 0.06% 0 Timeline MURGY MUENCHENER RUECK-UNSPON ADR More: the full row for MUENCHENER RUECK-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,860 shares; 2025Q1: 12,660 shares; 2025Q2: 12,010 shares; 2025Q3: 11,560 shares 11,560 $148K 0.05% -450 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 660 shares; 2025Q1: 739 shares; 2025Q2: 800 shares; 2025Q3: 1,091 shares 1,091 $135K 0.05% +291 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,799 shares; 2024Q4: 17,533 shares; 2025Q1: 17,533 shares; 2025Q2: 14,034 shares; 2025Q3: 17,964 shares 17,964 $131K 0.04% +3,930 Timeline AACAY AAC TECHNOLOGIES HOLDINGS INC More: the full row for AAC TECHNOLOGIES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,036 shares; 2024Q4: 21,541 shares; 2025Q1: 21,541 shares; 2025Q2: 21,541 shares; 2025Q3: 20,193 shares 20,193 $117K 0.04% -1,348 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,437 shares; 2025Q2: not reported; 2025Q3: 10,132 shares 10,132 $112K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares 3,143 $100K 0.03% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 11,870 shares; 2025Q1: 11,870 shares; 2025Q2: 11,870 shares; 2025Q3: 13,069 shares 13,069 $87.6K 0.03% +1,199 Timeline MBRFY MARFRIG ALIMENTOS SA SPONSORED More: the full row for MARFRIG ALIMENTOS SA SPONSORED 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: 23,452 shares 23,452 $83.5K 0.03% 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: 10,434 shares; 2024Q4: 10,434 shares; 2025Q1: 10,434 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares 10,166 $81.2K 0.03% 0 Timeline ALSMY Alstom Unsponsored ADR (France More: the full row for Alstom Unsponsored ADR (France Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,050 shares; 2024Q4: 35,050 shares; 2025Q1: 25,650 shares; 2025Q2: 30,470 shares; 2025Q3: 25,903 shares 25,903 $66.3K 0.02% -4,567 Timeline UNICY UNICHARM CORP SPONSORED ADR (J More: the full row for UNICHARM CORP SPONSORED ADR (J Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,938 shares; 2024Q4: 17,608 shares; 2025Q1: 22,270 shares; 2025Q2: 25,794 shares; 2025Q3: 19,970 shares 19,970 $64.3K 0.02% -5,824 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 497 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 573 shares 573 $46.2K 0.02% +51 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 19,396 shares; 2025Q1: 18,724 shares; 2025Q2: 18,724 shares; 2025Q3: 18,724 shares 18,724 $39.5K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 503 shares; 2025Q2: 201 shares; 2025Q3: 65 shares 65 $3.14K <0.01% -136 Timeline