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: 1,764,545 shares; 2024Q4: 1,760,992 shares; 2025Q1: 1,836,925 shares; 2025Q2: 2,208,894 shares; 2025Q3: 2,215,939 shares 2,215,939 $311M 5.2% +7,045 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: 513,187 shares; 2024Q4: 515,075 shares; 2025Q1: 512,969 shares; 2025Q2: 525,035 shares; 2025Q3: 530,838 shares 530,838 $275M 4.6% +5,803 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: 1,128,350 shares; 2024Q4: 1,139,347 shares; 2025Q1: 1,125,828 shares; 2025Q2: 1,213,694 shares; 2025Q3: 1,441,604 shares 1,441,604 $252M 4.22% +227,910 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: 701,458 shares; 2024Q4: 710,783 shares; 2025Q1: 721,426 shares; 2025Q2: 723,018 shares; 2025Q3: 860,996 shares 860,996 $216M 3.62% +137,978 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: 485,250 shares; 2024Q4: 489,783 shares; 2025Q1: 507,040 shares; 2025Q2: 535,819 shares; 2025Q3: 560,784 shares 560,784 $177M 2.96% +24,965 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: 682,670 shares; 2024Q4: 690,864 shares; 2025Q1: 727,334 shares; 2025Q2: 737,324 shares; 2025Q3: 741,109 shares 741,109 $163M 2.72% +3,785 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308,703 shares; 2024Q4: 2,302,033 shares; 2025Q1: 2,306,410 shares; 2025Q2: 2,291,868 shares; 2025Q3: 2,282,792 shares 2,282,792 $145M 2.42% -9,076 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: 493,402 shares; 2024Q4: 501,016 shares; 2025Q1: 514,165 shares; 2025Q2: 553,043 shares; 2025Q3: 556,330 shares 556,330 $135M 2.27% +3,287 Timeline ACWI 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: 671,337 shares; 2024Q4: 690,336 shares; 2025Q1: 921,895 shares; 2025Q2: 934,498 shares; 2025Q3: 957,528 shares 957,528 $132M 2.21% +23,030 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653,378 shares; 2024Q4: 3,885,780 shares; 2025Q1: 4,254,989 shares; 2025Q2: 4,464,603 shares; 2025Q3: 4,667,225 shares 4,667,225 $110M 1.83% +202,622 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501,687 shares; 2024Q4: 3,724,293 shares; 2025Q1: 4,014,148 shares; 2025Q2: 4,212,231 shares; 2025Q3: 4,409,133 shares 4,409,133 $107M 1.79% +196,902 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: 571,056 shares; 2024Q4: 567,503 shares; 2025Q1: 569,258 shares; 2025Q2: 580,675 shares; 2025Q3: 594,103 shares 594,103 $92.3M 1.54% +13,428 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,884 shares; 2024Q4: 890,267 shares; 2025Q1: 911,626 shares; 2025Q2: 928,504 shares; 2025Q3: 950,962 shares 950,962 $90.1M 1.51% +22,458 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: 329,892 shares; 2024Q4: 335,011 shares; 2025Q1: 346,804 shares; 2025Q2: 347,100 shares; 2025Q3: 381,648 shares 381,648 $88.4M 1.48% +34,548 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: 702,161 shares; 2024Q4: 707,031 shares; 2025Q1: 715,538 shares; 2025Q2: 737,381 shares; 2025Q3: 749,111 shares 749,111 $84.5M 1.41% +11,730 Timeline IBDT 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: 2,534,638 shares; 2024Q4: 2,698,707 shares; 2025Q1: 2,919,415 shares; 2025Q2: 3,064,481 shares; 2025Q3: 3,212,010 shares 3,212,010 $82M 1.37% +147,529 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: 484,821 shares; 2024Q4: 491,786 shares; 2025Q1: 503,118 shares; 2025Q2: 503,461 shares; 2025Q3: 508,043 shares 508,043 $80.8M 1.35% +4,582 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: 280,954 shares; 2024Q4: 288,151 shares; 2025Q1: 361,437 shares; 2025Q2: 403,850 shares; 2025Q3: 405,365 shares 405,365 $79.4M 1.33% +1,515 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,477 shares; 2024Q4: 320,236 shares; 2025Q1: 391,692 shares; 2025Q2: 393,756 shares; 2025Q3: 399,969 shares 399,969 $75.1M 1.25% +6,213 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: 129,969 shares; 2024Q4: 140,339 shares; 2025Q1: 144,763 shares; 2025Q2: 148,885 shares; 2025Q3: 149,212 shares 149,212 $75M 1.25% +327 Timeline IBDV 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: 2,327,212 shares; 2024Q4: 2,478,139 shares; 2025Q1: 2,675,727 shares; 2025Q2: 2,813,280 shares; 2025Q3: 2,943,852 shares 2,943,852 $65.2M 1.09% +130,572 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: 280,720 shares; 2024Q4: 281,891 shares; 2025Q1: 221,558 shares; 2025Q2: 223,692 shares; 2025Q3: 228,602 shares 228,602 $64.5M 1.08% +4,910 Timeline IBDW 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: 2,991,693 shares 2,991,693 $63.5M 1.06% new 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: 95,217 shares; 2024Q4: 198,474 shares; 2025Q1: 243,684 shares; 2025Q2: 256,105 shares; 2025Q3: 311,036 shares 311,036 $63.3M 1.06% +54,931 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: 106,516 shares; 2024Q4: 107,741 shares; 2025Q1: 38,727 shares; 2025Q2: 95,022 shares; 2025Q3: 104,792 shares 104,792 $63.2M 1.06% +9,770 Timeline JEPQ 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: 811,749 shares; 2024Q4: 872,987 shares; 2025Q1: 935,386 shares; 2025Q2: 956,848 shares; 2025Q3: 1,090,035 shares 1,090,035 $62.7M 1.05% +133,187 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: 264,615 shares; 2024Q4: 262,323 shares; 2025Q1: 264,746 shares; 2025Q2: 294,452 shares; 2025Q3: 294,646 shares 294,646 $62M 1.04% +194 Timeline 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: 704,380 shares; 2024Q4: 722,501 shares; 2025Q1: 753,241 shares; 2025Q2: 756,668 shares; 2025Q3: 754,819 shares 754,819 $61.9M 1.04% -1,849 Timeline JEPI 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: 840,260 shares; 2024Q4: 872,169 shares; 2025Q1: 1,025,822 shares; 2025Q2: 1,044,641 shares; 2025Q3: 1,073,871 shares 1,073,871 $61.3M 1.03% +29,230 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: 144,016 shares; 2024Q4: 145,977 shares; 2025Q1: 150,529 shares; 2025Q2: 155,031 shares; 2025Q3: 164,288 shares 164,288 $60.7M 1.02% +9,257 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: 728,275 shares; 2024Q4: 736,011 shares; 2025Q1: 757,973 shares; 2025Q2: 774,928 shares; 2025Q3: 870,944 shares 870,944 $59.6M 1% +96,016 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: 1,918,040 shares; 2024Q4: 1,815,946 shares; 2025Q1: 1,779,239 shares; 2025Q2: 1,765,224 shares; 2025Q3: 1,754,572 shares 1,754,572 $59.5M 0.99% -10,652 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,293 shares; 2024Q4: 774,867 shares; 2025Q1: 787,786 shares; 2025Q2: 811,748 shares; 2025Q3: 840,956 shares 840,956 $57.7M 0.96% +29,208 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: 879,486 shares; 2024Q4: 1,024,731 shares; 2025Q1: 1,272,262 shares; 2025Q2: 1,277,523 shares; 2025Q3: 1,305,230 shares 1,305,230 $57.4M 0.96% +27,707 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,678 shares; 2024Q4: 1,408,361 shares; 2025Q1: 1,396,074 shares; 2025Q2: 1,401,888 shares; 2025Q3: 1,393,972 shares 1,393,972 $56.6M 0.95% -7,916 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,031 shares; 2024Q4: 332,273 shares; 2025Q1: 453,458 shares; 2025Q2: 472,638 shares; 2025Q3: 590,228 shares 590,228 $56.2M 0.94% +117,590 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: 294,282 shares; 2024Q4: 231,534 shares; 2025Q1: 195,752 shares; 2025Q2: 196,637 shares; 2025Q3: 170,190 shares 170,190 $56M 0.94% -26,447 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,753 shares; 2024Q4: 755,409 shares; 2025Q1: 996,176 shares; 2025Q2: 1,009,063 shares; 2025Q3: 1,030,525 shares 1,030,525 $55.8M 0.93% +21,462 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: 127,893 shares; 2024Q4: 129,751 shares; 2025Q1: 122,086 shares; 2025Q2: 122,693 shares; 2025Q3: 122,796 shares 122,796 $54.9M 0.92% +103 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,778 shares; 2024Q4: 251,397 shares; 2025Q1: 241,444 shares; 2025Q2: 239,941 shares; 2025Q3: 201,067 shares 201,067 $54.7M 0.91% -38,874 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: 942,062 shares; 2024Q4: 1,895,202 shares; 2025Q1: 2,252,428 shares; 2025Q2: 2,346,247 shares; 2025Q3: 2,338,709 shares 2,338,709 $54.4M 0.91% -7,538 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,996 shares; 2024Q4: 943,296 shares; 2025Q1: 753,037 shares; 2025Q2: 758,767 shares; 2025Q3: 648,370 shares 648,370 $54.4M 0.91% -110,397 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: 212,381 shares; 2024Q4: 169,328 shares; 2025Q1: 120,540 shares; 2025Q2: 121,508 shares; 2025Q3: 86,138 shares 86,138 $53M 0.89% -35,370 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,899 shares; 2024Q4: 903,826 shares; 2025Q1: 918,274 shares; 2025Q2: 942,285 shares; 2025Q3: 970,211 shares 970,211 $52.8M 0.88% +27,926 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: 314,689 shares; 2024Q4: 322,979 shares; 2025Q1: 331,643 shares; 2025Q2: 335,599 shares; 2025Q3: 343,273 shares 343,273 $52.7M 0.88% +7,674 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: 190,854 shares; 2024Q4: 256,722 shares; 2025Q1: 267,546 shares; 2025Q2: 273,724 shares; 2025Q3: 281,430 shares 281,430 $50.3M 0.84% +7,706 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: not reported; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: 222,354 shares; 2025Q3: 231,339 shares 231,339 $49.9M 0.83% +8,985 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,462 shares; 2024Q4: 1,077,299 shares; 2025Q1: 1,078,122 shares; 2025Q2: 1,084,428 shares; 2025Q3: 1,079,516 shares 1,079,516 $49.3M 0.82% -4,912 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: 553,247 shares; 2024Q4: 557,237 shares; 2025Q1: 571,404 shares; 2025Q2: 716,741 shares; 2025Q3: 737,291 shares 737,291 $48.9M 0.82% +20,550 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710,346 shares; 2025Q1: 878,476 shares; 2025Q2: 900,128 shares; 2025Q3: 951,773 shares 951,773 $48M 0.8% +51,645 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: 158,657 shares; 2024Q4: 158,114 shares; 2025Q1: 132,241 shares; 2025Q2: 135,767 shares; 2025Q3: 139,853 shares 139,853 $47.7M 0.8% +4,086 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: 13,698 shares; 2024Q4: 14,024 shares; 2025Q1: 15,341 shares; 2025Q2: 16,140 shares; 2025Q3: 19,516 shares 19,516 $45.6M 0.76% +3,376 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: 99,927 shares; 2024Q4: 98,607 shares; 2025Q1: 86,729 shares; 2025Q2: 87,596 shares; 2025Q3: 108,872 shares 108,872 $44.1M 0.74% +21,276 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: 136,151 shares; 2024Q4: 141,710 shares; 2025Q1: 148,590 shares; 2025Q2: 153,291 shares; 2025Q3: 158,730 shares 158,730 $43.5M 0.73% +5,439 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: 213,369 shares; 2024Q4: 205,865 shares; 2025Q1: 171,326 shares; 2025Q2: 174,322 shares; 2025Q3: 217,130 shares 217,130 $43M 0.72% +42,808 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: 154,536 shares; 2024Q4: 159,199 shares; 2025Q1: 167,027 shares; 2025Q2: 177,499 shares; 2025Q3: 192,705 shares 192,705 $42.6M 0.71% +15,206 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,163 shares; 2025Q1: 1,180 shares; 2025Q2: 1,169 shares; 2025Q3: 117,822 shares 117,822 $41.2M 0.69% +116,653 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: not reported; 2024Q4: not reported; 2025Q1: 534,512 shares; 2025Q2: 540,747 shares; 2025Q3: 674,603 shares 674,603 $41M 0.69% +133,856 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,679 shares; 2024Q4: 331,873 shares; 2025Q1: 346,618 shares; 2025Q2: 358,446 shares; 2025Q3: 380,910 shares 380,910 $40.6M 0.68% +22,464 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,594 shares; 2024Q4: 262,238 shares; 2025Q1: 282,298 shares; 2025Q2: 299,332 shares; 2025Q3: 384,404 shares 384,404 $39.9M 0.67% +85,072 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: 605,556 shares; 2024Q4: 608,887 shares; 2025Q1: 624,126 shares; 2025Q2: 650,314 shares; 2025Q3: 671,461 shares 671,461 $39.8M 0.67% +21,147 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: 1,439,745 shares; 2024Q4: 1,396,440 shares; 2025Q1: 1,413,472 shares; 2025Q2: 1,394,427 shares; 2025Q3: 1,535,361 shares 1,535,361 $39.1M 0.65% +140,934 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,754 shares; 2024Q4: 782,295 shares; 2025Q1: 791,326 shares; 2025Q2: 997,705 shares; 2025Q3: 990,822 shares 990,822 $38.9M 0.65% -6,883 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,993 shares; 2024Q4: 275,700 shares; 2025Q1: 276,998 shares; 2025Q2: 277,864 shares; 2025Q3: 296,723 shares 296,723 $37.6M 0.63% +18,859 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: 209,028 shares; 2024Q4: 206,875 shares; 2025Q1: 165,676 shares; 2025Q2: 191,532 shares; 2025Q3: 203,283 shares 203,283 $37.3M 0.62% +11,751 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: 18,105 shares; 2024Q4: 15,721 shares; 2025Q1: 16,995 shares; 2025Q2: 80,933 shares; 2025Q3: 83,620 shares 83,620 $37.2M 0.62% +2,687 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: 504,397 shares; 2024Q4: 515,240 shares; 2025Q1: 545,239 shares; 2025Q2: 359,143 shares; 2025Q3: 373,926 shares 373,926 $36.6M 0.61% +14,783 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: 190,648 shares; 2024Q4: 190,433 shares; 2025Q1: 175,346 shares; 2025Q2: 176,520 shares; 2025Q3: 106,937 shares 106,937 $35.3M 0.59% -69,583 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: 275,572 shares; 2024Q4: 277,853 shares; 2025Q1: 245,493 shares; 2025Q2: 243,670 shares; 2025Q3: 141,596 shares 141,596 $34.9M 0.58% -102,074 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,003 shares; 2024Q4: 410,037 shares; 2025Q1: 425,301 shares; 2025Q2: 431,359 shares; 2025Q3: 520,428 shares 520,428 $34.4M 0.57% +89,069 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,267 shares; 2024Q4: 265,725 shares; 2025Q1: 273,586 shares; 2025Q2: 277,035 shares; 2025Q3: 282,432 shares 282,432 $34.3M 0.57% +5,397 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,716 shares; 2024Q4: 1,481,732 shares; 2025Q1: 1,530,843 shares; 2025Q2: 1,543,773 shares; 2025Q3: 1,555,309 shares 1,555,309 $31.7M 0.53% +11,536 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: 6,442 shares; 2024Q4: 7,752 shares; 2025Q1: 8,942 shares; 2025Q2: 507,368 shares; 2025Q3: 507,769 shares 507,769 $30.4M 0.51% +401 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: 94,229 shares; 2024Q4: 93,609 shares; 2025Q1: 58,665 shares; 2025Q2: 59,237 shares; 2025Q3: 60,862 shares 60,862 $30.4M 0.51% +1,625 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: 426,832 shares; 2024Q4: 439,266 shares; 2025Q1: 456,916 shares; 2025Q2: 572,870 shares; 2025Q3: 581,343 shares 581,343 $29.3M 0.49% +8,473 Timeline SPSB 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: 959,994 shares; 2025Q1: 943,205 shares; 2025Q2: 943,302 shares; 2025Q3: 940,810 shares 940,810 $28.5M 0.48% -2,492 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: 223,521 shares; 2024Q4: 221,797 shares; 2025Q1: 223,591 shares; 2025Q2: 227,479 shares; 2025Q3: 165,056 shares 165,056 $28.2M 0.47% -62,423 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: 70,491 shares; 2024Q4: 70,965 shares; 2025Q1: 72,260 shares; 2025Q2: 73,996 shares; 2025Q3: 75,217 shares 75,217 $28.2M 0.47% +1,221 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: 117,657 shares; 2024Q4: 122,168 shares; 2025Q1: 213,836 shares; 2025Q2: 217,636 shares; 2025Q3: 223,431 shares 223,431 $26.6M 0.44% +5,795 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,476 shares; 2024Q4: 59,288 shares; 2025Q1: 59,909 shares; 2025Q2: 60,546 shares; 2025Q3: 62,848 shares 62,848 $25.4M 0.42% +2,302 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,724 shares; 2024Q4: 169,266 shares; 2025Q1: 185,600 shares; 2025Q2: 193,047 shares; 2025Q3: 195,123 shares 195,123 $23.7M 0.4% +2,076 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 454,304 shares; 2025Q1: 470,266 shares; 2025Q2: 355,535 shares; 2025Q3: 339,605 shares 339,605 $20.9M 0.35% -15,930 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,961 shares; 2024Q4: 11,993 shares; 2025Q1: 11,558 shares; 2025Q2: 416,459 shares; 2025Q3: 417,164 shares 417,164 $19.5M 0.33% +705 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: 22,943 shares; 2024Q4: 22,500 shares; 2025Q1: 24,237 shares; 2025Q2: 24,578 shares; 2025Q3: 24,297 shares 24,297 $17.8M 0.3% -281 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 1,047,050 shares 1,047,050 $17.7M 0.3% new Timeline VB 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: 56,943 shares; 2024Q4: 55,721 shares; 2025Q1: 3,687 shares; 2025Q2: 17,814 shares; 2025Q3: 51,157 shares 51,157 $13M 0.22% +33,343 Timeline RWR 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: 87,944 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,311 shares 118,311 $11.9M 0.2% new 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: 86,563 shares; 2024Q4: 86,564 shares; 2025Q1: 86,576 shares; 2025Q2: 86,645 shares; 2025Q3: 87,658 shares 87,658 $11.5M 0.19% +1,013 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: 10,370 shares; 2024Q4: 17,216 shares; 2025Q1: 15,044 shares; 2025Q2: 14,757 shares; 2025Q3: 24,960 shares 24,960 $9.07M 0.15% +10,203 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: 22,730 shares; 2024Q4: 23,736 shares; 2025Q1: 22,714 shares; 2025Q2: 23,268 shares; 2025Q3: 32,145 shares 32,145 $9.04M 0.15% +8,877 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: 432,711 shares; 2024Q4: 404,076 shares; 2025Q1: 73,565 shares; 2025Q2: 71,489 shares; 2025Q3: 71,147 shares 71,147 $8.59M 0.14% -342 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: 6,702 shares; 2024Q4: 6,693 shares; 2025Q1: 6,891 shares; 2025Q2: 6,968 shares; 2025Q3: 7,014 shares 7,014 $8.41M 0.14% +46 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: 28,422 shares; 2024Q4: 26,323 shares; 2025Q1: 27,739 shares; 2025Q2: 30,054 shares; 2025Q3: 29,263 shares 29,263 $7.11M 0.12% -791 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: 61,529 shares; 2024Q4: 61,904 shares; 2025Q1: 64,806 shares; 2025Q2: 64,223 shares; 2025Q3: 64,551 shares 64,551 $6.65M 0.11% +328 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,376 shares; 2024Q4: 78,954 shares; 2025Q1: 91,079 shares; 2025Q2: 89,362 shares; 2025Q3: 90,227 shares 90,227 $6.58M 0.11% +865 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 14,223 shares; 2025Q1: 14,185 shares; 2025Q2: 47,356 shares; 2025Q3: 90,196 shares 90,196 $6.56M 0.11% +42,840 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: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $6.03M 0.1% 0 Timeline VGT 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: 6,066 shares; 2024Q4: 6,224 shares; 2025Q1: 6,374 shares; 2025Q2: 6,175 shares; 2025Q3: 6,306 shares 6,306 $4.71M 0.08% +131 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: 400,116 shares; 2024Q4: 376,263 shares; 2025Q1: 74,768 shares; 2025Q2: 72,090 shares; 2025Q3: 71,520 shares 71,520 $4.67M 0.08% -570 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: 5,687 shares; 2024Q4: 5,426 shares; 2025Q1: 6,318 shares; 2025Q2: 6,747 shares; 2025Q3: 5,825 shares 5,825 $4.44M 0.07% -922 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: 32,578 shares; 2024Q4: 32,585 shares; 2025Q1: 32,605 shares; 2025Q2: 32,722 shares; 2025Q3: 32,671 shares 32,671 $4.38M 0.07% -51 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,962 shares; 2025Q1: 4,101 shares; 2025Q2: 4,070 shares; 2025Q3: 4,521 shares 4,521 $4.18M 0.07% +451 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,581 shares; 2024Q4: 33,458 shares; 2025Q1: 133,146 shares; 2025Q2: 146,867 shares; 2025Q3: 132,961 shares 132,961 $4.16M 0.07% -13,906 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: 49,188 shares; 2024Q4: 41,479 shares; 2025Q1: 22,958 shares; 2025Q2: 25,520 shares; 2025Q3: 21,990 shares 21,990 $4.08M 0.07% -3,530 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: 29,744 shares; 2025Q1: 29,927 shares; 2025Q2: 30,134 shares; 2025Q3: 30,013 shares 30,013 $4.02M 0.07% -121 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: 16,985 shares; 2024Q4: 22,219 shares; 2025Q1: 24,941 shares; 2025Q2: 24,343 shares; 2025Q3: 20,047 shares 20,047 $3.66M 0.06% -4,296 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: 7,423 shares; 2024Q4: 8,627 shares; 2025Q1: 8,202 shares; 2025Q2: 7,952 shares; 2025Q3: 10,283 shares 10,283 $3.37M 0.06% +2,331 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,944 shares; 2024Q4: 37,001 shares; 2025Q1: 37,001 shares; 2025Q2: 36,591 shares; 2025Q3: 36,043 shares 36,043 $3.37M 0.06% -548 Timeline SCHX 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: 33,288 shares; 2024Q4: 116,768 shares; 2025Q1: 120,136 shares; 2025Q2: 129,371 shares; 2025Q3: 123,485 shares 123,485 $3.25M 0.05% -5,886 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: 19,610 shares; 2024Q4: 19,277 shares; 2025Q1: 21,697 shares; 2025Q2: 23,435 shares; 2025Q3: 18,820 shares 18,820 $3.15M 0.05% -4,615 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: 66,777 shares; 2024Q4: 75,974 shares; 2025Q1: 77,077 shares; 2025Q2: 8,689 shares; 2025Q3: 8,981 shares 8,981 $3.1M 0.05% +292 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: 10,551 shares; 2024Q4: 10,650 shares; 2025Q1: 10,593 shares; 2025Q2: 10,637 shares; 2025Q3: 10,945 shares 10,945 $3.09M 0.05% +308 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: 4,399 shares; 2024Q4: 5,197 shares; 2025Q1: 5,076 shares; 2025Q2: 4,402 shares; 2025Q3: 4,835 shares 4,835 $2.96M 0.05% +433 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: 26,755 shares; 2024Q4: 32,366 shares; 2025Q1: 31,854 shares; 2025Q2: 31,588 shares; 2025Q3: 31,170 shares 31,170 $2.95M 0.05% -418 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,662 shares; 2024Q4: 19,418 shares; 2025Q1: 19,354 shares; 2025Q2: 19,373 shares; 2025Q3: 19,294 shares 19,294 $2.93M 0.05% -79 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: 29,897 shares; 2024Q4: 29,845 shares; 2025Q1: 29,856 shares; 2025Q2: 29,862 shares; 2025Q3: 29,857 shares 29,857 $2.85M 0.05% -5 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,024 shares; 2024Q4: 99,024 shares; 2025Q1: 99,024 shares; 2025Q2: 99,024 shares; 2025Q3: 99,024 shares 99,024 $2.5M 0.04% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,800 shares; 2025Q1: 47,251 shares; 2025Q2: 47,056 shares; 2025Q3: 46,850 shares 46,850 $2.25M 0.04% -206 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: 3,310 shares; 2024Q4: 3,459 shares; 2025Q1: 3,444 shares; 2025Q2: 3,123 shares; 2025Q3: 3,295 shares 3,295 $2.21M 0.04% +172 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: 42,833 shares; 2024Q4: 43,226 shares; 2025Q1: 44,685 shares; 2025Q2: 45,917 shares; 2025Q3: 40,693 shares 40,693 $2.1M 0.04% -5,224 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,640 shares; 2024Q4: 46,640 shares; 2025Q1: 46,873 shares; 2025Q2: 47,319 shares; 2025Q3: 46,851 shares 46,851 $2.09M 0.03% -468 Timeline SCHB 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: 33,814 shares; 2024Q4: 89,973 shares; 2025Q1: 83,165 shares; 2025Q2: 82,294 shares; 2025Q3: 80,954 shares 80,954 $2.08M 0.03% -1,340 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,233 shares; 2024Q4: 14,878 shares; 2025Q1: 14,707 shares; 2025Q2: 14,640 shares; 2025Q3: 14,706 shares 14,706 $2M 0.03% +66 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: 6,561 shares; 2024Q4: 6,548 shares; 2025Q1: 7,042 shares; 2025Q2: 6,640 shares; 2025Q3: 6,554 shares 6,554 $1.99M 0.03% -86 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 8,781 shares; 2025Q1: 9,456 shares; 2025Q2: 9,456 shares; 2025Q3: 9,052 shares 9,052 $1.95M 0.03% -404 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 15,176 shares; 2025Q1: 14,358 shares; 2025Q2: 13,743 shares; 2025Q3: 13,743 shares 13,743 $1.94M 0.03% 0 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: 1,810 shares; 2024Q4: 3,603 shares; 2025Q1: 6,243 shares; 2025Q2: 4,298 shares; 2025Q3: 5,071 shares 5,071 $1.8M 0.03% +773 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: 4,387 shares; 2024Q4: 4,606 shares; 2025Q1: 4,542 shares; 2025Q2: 6,970 shares; 2025Q3: 10,639 shares 10,639 $1.77M 0.03% +3,669 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: 5,137 shares; 2024Q4: 5,446 shares; 2025Q1: 7,418 shares; 2025Q2: 6,804 shares; 2025Q3: 10,873 shares 10,873 $1.76M 0.03% +4,069 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: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,279 shares; 2025Q3: 2,292 shares 2,292 $1.65M 0.03% +13 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 6,989 shares 6,989 $1.59M 0.03% -1,006 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: 5,310 shares; 2024Q4: 5,316 shares; 2025Q1: 5,309 shares; 2025Q2: 5,332 shares; 2025Q3: 5,310 shares 5,310 $1.56M 0.03% -22 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: 2,908 shares; 2024Q4: 2,973 shares; 2025Q1: 3,675 shares; 2025Q2: 3,209 shares; 2025Q3: 3,244 shares 3,244 $1.55M 0.03% +35 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: 1,888 shares; 2024Q4: 1,975 shares; 2025Q1: 2,012 shares; 2025Q2: 2,011 shares; 2025Q3: 3,143 shares 3,143 $1.54M 0.03% +1,132 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: 13,839 shares; 2025Q3: 36,264 shares 36,264 $1.54M 0.03% +22,425 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: 5,490 shares; 2024Q4: 5,728 shares; 2025Q1: 5,827 shares; 2025Q2: 5,907 shares; 2025Q3: 4,868 shares 4,868 $1.46M 0.02% -1,039 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: 4,788 shares; 2024Q4: 4,103 shares; 2025Q1: 4,136 shares; 2025Q2: 4,147 shares; 2025Q3: 4,148 shares 4,148 $1.41M 0.02% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 10,432 shares; 2025Q1: 10,385 shares; 2025Q2: 9,479 shares; 2025Q3: 8,238 shares 8,238 $1.4M 0.02% -1,241 Timeline VIS 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: 4,692 shares; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 4,692 shares; 2025Q3: 4,692 shares 4,692 $1.39M 0.02% 0 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: 5,650 shares; 2024Q4: 24,647 shares; 2025Q1: 25,182 shares; 2025Q2: 27,296 shares; 2025Q3: 41,773 shares 41,773 $1.33M 0.02% +14,477 Timeline SDY 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: 9,188 shares; 2024Q4: 9,188 shares; 2025Q1: 9,538 shares; 2025Q2: 9,188 shares; 2025Q3: 9,412 shares 9,412 $1.32M 0.02% +224 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: 9,143 shares; 2024Q4: 8,933 shares; 2025Q1: 9,184 shares; 2025Q2: 9,212 shares; 2025Q3: 8,192 shares 8,192 $1.22M 0.02% -1,020 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: 8,222 shares; 2025Q1: 9,004 shares; 2025Q2: 24,897 shares; 2025Q3: 28,522 shares 28,522 $1.22M 0.02% +3,625 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,948 shares; 2024Q4: 18,236 shares; 2025Q1: 18,754 shares; 2025Q2: 18,208 shares; 2025Q3: 18,347 shares 18,347 $1.21M 0.02% +139 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: 13,604 shares; 2024Q4: 42,373 shares; 2025Q1: 40,727 shares; 2025Q2: 42,248 shares; 2025Q3: 44,388 shares 44,388 $1.21M 0.02% +2,140 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,327 shares; 2024Q4: 26,327 shares; 2025Q1: 26,337 shares; 2025Q2: 26,327 shares; 2025Q3: 25,770 shares 25,770 $1.2M 0.02% -557 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 6,162 shares; 2025Q1: 5,607 shares; 2025Q2: 10,581 shares; 2025Q3: 13,216 shares 13,216 $1.18M 0.02% +2,635 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 8,062 shares; 2025Q2: 7,484 shares; 2025Q3: 7,562 shares 7,562 $1.17M 0.02% +78 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: 66,892 shares; 2024Q4: 65,183 shares; 2025Q1: 22,410 shares; 2025Q2: 22,468 shares; 2025Q3: 20,724 shares 20,724 $1.15M 0.02% -1,744 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: 2,174 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 2,191 shares; 2025Q3: 2,441 shares 2,441 $1.14M 0.02% +250 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,157 shares; 2024Q4: 61,485 shares; 2025Q1: 69,148 shares; 2025Q2: 66,510 shares; 2025Q3: 66,545 shares 66,545 $1.14M 0.02% +35 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,711 shares; 2024Q4: 15,225 shares; 2025Q1: 14,891 shares; 2025Q2: 15,003 shares; 2025Q3: 14,876 shares 14,876 $1.12M 0.02% -127 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: 9,681 shares; 2024Q4: 9,487 shares; 2025Q1: 11,054 shares; 2025Q2: 10,720 shares; 2025Q3: 9,471 shares 9,471 $1.08M 0.02% -1,249 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: 6,400 shares; 2024Q4: 6,910 shares; 2025Q1: 7,126 shares; 2025Q2: 7,180 shares; 2025Q3: 6,647 shares 6,647 $1.08M 0.02% -533 Timeline VUG 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: 1,598 shares; 2024Q4: 1,561 shares; 2025Q1: 1,562 shares; 2025Q2: 1,564 shares; 2025Q3: 2,157 shares 2,157 $1.03M 0.02% +593 Timeline VCR 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: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares 2,595 $1.03M 0.02% 0 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: 5,144 shares; 2024Q4: 5,599 shares; 2025Q1: 5,603 shares; 2025Q2: 5,335 shares; 2025Q3: 5,117 shares 5,117 $986K 0.02% -218 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: 2,198 shares; 2024Q4: 3,398 shares; 2025Q1: 6,961 shares; 2025Q2: 3,469 shares; 2025Q3: 3,518 shares 3,518 $983K 0.02% +49 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 7,731 shares; 2025Q1: 7,731 shares; 2025Q2: 10,212 shares; 2025Q3: 8,455 shares 8,455 $951K 0.02% -1,757 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,311 shares; 2024Q4: 24,316 shares; 2025Q1: 24,886 shares; 2025Q2: 26,000 shares; 2025Q3: 24,907 shares 24,907 $873K 0.01% -1,093 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: 8,492 shares; 2024Q4: 8,074 shares; 2025Q1: 7,795 shares; 2025Q2: 7,019 shares; 2025Q3: 7,023 shares 7,023 $869K 0.01% +4 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: 4,117 shares; 2024Q4: 4,155 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares 4,150 $857K 0.01% 0 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: 1,247 shares; 2024Q4: 1,400 shares; 2025Q1: 1,410 shares; 2025Q2: 1,455 shares; 2025Q3: 1,497 shares 1,497 $851K 0.01% +42 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 12,566 shares; 2025Q1: 12,340 shares; 2025Q2: 12,598 shares; 2025Q3: 17,891 shares 17,891 $807K 0.01% +5,293 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: 1,429 shares; 2025Q2: 1,751 shares; 2025Q3: 1,756 shares 1,756 $803K 0.01% +5 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,710 shares; 2024Q4: 18,628 shares; 2025Q1: 18,628 shares; 2025Q2: 18,628 shares; 2025Q3: 18,628 shares 18,628 $800K 0.01% 0 Timeline ITOT 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: 5,300 shares; 2024Q4: 5,304 shares; 2025Q1: 5,307 shares; 2025Q2: 5,310 shares; 2025Q3: 5,313 shares 5,313 $774K 0.01% +3 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,722 shares; 2025Q1: 1,703 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares 1,668 $773K 0.01% 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: 7,388 shares; 2024Q4: 7,353 shares; 2025Q1: 6,792 shares; 2025Q2: 6,308 shares; 2025Q3: 9,114 shares 9,114 $765K 0.01% +2,806 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,653 shares; 2025Q1: 41,653 shares; 2025Q2: 41,553 shares; 2025Q3: 41,553 shares 41,553 $759K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: 9,471 shares; 2025Q2: 9,495 shares; 2025Q3: 9,466 shares 9,466 $757K 0.01% -29 Timeline VTV 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: 4,436 shares; 2024Q4: 4,287 shares; 2025Q1: 4,949 shares; 2025Q2: 4,050 shares; 2025Q3: 4,045 shares 4,045 $754K 0.01% -5 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: 8,710 shares; 2024Q4: 8,710 shares; 2025Q1: 10,122 shares; 2025Q2: 10,122 shares; 2025Q3: 10,122 shares 10,122 $744K 0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL 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: 1,530 shares 1,530 $739K 0.01% new MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,471 shares; 2025Q1: 872 shares; 2025Q2: 885 shares; 2025Q3: 932 shares 932 $720K 0.01% +47 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,442 shares; 2024Q4: 29,677 shares; 2025Q1: 20,928 shares; 2025Q2: 20,895 shares; 2025Q3: 20,587 shares 20,587 $709K 0.01% -308 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,340 shares; 2025Q1: 2,349 shares; 2025Q2: 2,348 shares; 2025Q3: 2,176 shares 2,176 $701K 0.01% -172 Timeline VERITEX HLDGS INC VERITEX HLDGS INC More: the full row for VERITEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 13,300 shares; 2025Q3: 20,865 shares 20,865 $700K 0.01% +7,565 CWB 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: 6,645 shares; 2024Q4: 7,661 shares; 2025Q1: 7,645 shares; 2025Q2: 7,645 shares; 2025Q3: 7,645 shares 7,645 $692K 0.01% 0 Timeline DFAC 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: 30,716 shares; 2024Q4: 20,036 shares; 2025Q1: 18,497 shares; 2025Q2: 17,909 shares; 2025Q3: 17,909 shares 17,909 $691K 0.01% 0 Timeline IMTM 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: 69,348 shares; 2024Q4: 19,823 shares; 2025Q1: 19,173 shares; 2025Q2: 19,219 shares; 2025Q3: 14,359 shares 14,359 $688K 0.01% -4,860 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF 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: not reported; 2025Q2: 2,465 shares; 2025Q3: 4,800 shares 4,800 $686K 0.01% +2,335 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: 721 shares; 2025Q1: 697 shares; 2025Q2: 682 shares; 2025Q3: 557 shares 557 $650K 0.01% -125 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: 22,771 shares; 2024Q4: 25,224 shares; 2025Q1: 19,188 shares; 2025Q2: 24,928 shares; 2025Q3: 22,473 shares 22,473 $635K 0.01% -2,455 Timeline GDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares 8,235 $629K 0.01% new Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,160 shares; 2025Q3: 1,005 shares 1,005 $618K 0.01% -155 Timeline IVLU 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: 87,493 shares; 2024Q4: 24,835 shares; 2025Q1: 23,975 shares; 2025Q2: 23,975 shares; 2025Q3: 17,395 shares 17,395 $617K 0.01% -6,580 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 989 shares; 2025Q1: 1,002 shares; 2025Q2: 999 shares; 2025Q3: 1,003 shares 1,003 $611K 0.01% +4 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares; 2025Q3: 6,000 shares 6,000 $602K 0.01% -8 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: 2,126 shares; 2024Q4: 2,404 shares; 2025Q1: 2,127 shares; 2025Q2: 2,131 shares; 2025Q3: 2,124 shares 2,124 $599K 0.01% -7 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: 6,118 shares; 2024Q4: 6,118 shares; 2025Q1: 5,300 shares; 2025Q2: 5,314 shares; 2025Q3: 5,336 shares 5,336 $597K 0.01% +22 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: 2,031 shares; 2024Q4: 2,019 shares; 2025Q1: 2,084 shares; 2025Q2: 2,116 shares; 2025Q3: 1,772 shares 1,772 $588K 0.01% -344 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,206 shares; 2025Q1: 4,348 shares; 2025Q2: 4,361 shares; 2025Q3: 4,347 shares 4,347 $579K 0.01% -14 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: 8,912 shares; 2024Q4: 7,714 shares; 2025Q1: 7,679 shares; 2025Q2: 7,680 shares; 2025Q3: 7,668 shares 7,668 $579K 0.01% -12 Timeline DFUV 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: 7,919 shares; 2024Q4: 7,919 shares; 2025Q1: 12,628 shares; 2025Q2: 12,628 shares; 2025Q3: 12,628 shares 12,628 $564K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,649 shares; 2025Q1: 3,822 shares; 2025Q2: 3,061 shares; 2025Q3: 2,963 shares 2,963 $562K 0.01% -98 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,643 shares; 2025Q2: 2,667 shares; 2025Q3: 2,649 shares 2,649 $534K 0.01% -18 Timeline FNDX 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: 9,727 shares; 2024Q4: 27,189 shares; 2025Q1: 21,558 shares; 2025Q2: 14,340 shares; 2025Q3: 19,779 shares 19,779 $520K 0.01% +5,439 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: 1,842 shares; 2024Q4: 1,838 shares; 2025Q1: 1,948 shares; 2025Q2: 1,991 shares; 2025Q3: 2,023 shares 2,023 $509K 0.01% +32 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 13,251 shares; 2025Q1: 13,361 shares; 2025Q2: 17,402 shares; 2025Q3: 18,457 shares 18,457 $488K 0.01% +1,055 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,992 shares; 2025Q1: 6,992 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares 6,992 $481K 0.01% 0 Timeline VHT 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: 3,654 shares; 2024Q4: 3,678 shares; 2025Q1: 1,933 shares; 2025Q2: 1,823 shares; 2025Q3: 1,824 shares 1,824 $474K 0.01% +1 Timeline VV 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: 1,613 shares; 2024Q4: 1,725 shares; 2025Q1: 2,085 shares; 2025Q2: 1,725 shares; 2025Q3: 1,529 shares 1,529 $471K 0.01% -196 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: 8,916 shares; 2024Q4: 9,186 shares; 2025Q1: 9,234 shares; 2025Q2: 8,684 shares; 2025Q3: 8,684 shares 8,684 $468K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,771 shares; 2025Q1: 4,086 shares; 2025Q2: 4,129 shares; 2025Q3: 4,584 shares 4,584 $465K 0.01% +455 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 6,163 shares; 2025Q1: 6,507 shares; 2025Q2: 6,184 shares; 2025Q3: 5,954 shares 5,954 $464K 0.01% -230 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: 7,268 shares; 2024Q4: 7,458 shares; 2025Q1: 7,898 shares; 2025Q2: 7,164 shares; 2025Q3: 6,440 shares 6,440 $461K 0.01% -724 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,045 shares; 2025Q1: 1,046 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares 1,070 $456K 0.01% +16 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: 3,018 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,139 shares 3,139 $447K 0.01% +134 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: not reported; 2024Q4: 3,170 shares; 2025Q1: 3,784 shares; 2025Q2: 6,692 shares; 2025Q3: 5,252 shares 5,252 $440K 0.01% -1,440 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 8,999 shares; 2025Q1: 9,039 shares; 2025Q2: 13,685 shares; 2025Q3: 12,243 shares 12,243 $435K 0.01% -1,442 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 8,887 shares; 2025Q1: 8,918 shares; 2025Q2: 8,918 shares; 2025Q3: 8,887 shares 8,887 $433K 0.01% -31 Timeline RSPT 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: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,697 shares; 2025Q2: 9,697 shares; 2025Q3: 9,697 shares 9,697 $432K 0.01% 0 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: 2,560 shares; 2025Q1: 2,757 shares; 2025Q2: 2,624 shares; 2025Q3: 2,919 shares 2,919 $425K 0.01% +295 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,439 shares; 2025Q1: 1,849 shares; 2025Q2: 1,610 shares; 2025Q3: 1,227 shares 1,227 $425K 0.01% -383 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,714 shares; 2025Q1: 4,716 shares; 2025Q2: 8,225 shares; 2025Q3: 4,701 shares 4,701 $423K 0.01% -3,524 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: 10,819 shares; 2024Q4: 5,932 shares; 2025Q1: 5,948 shares; 2025Q2: 5,403 shares; 2025Q3: 5,385 shares 5,385 $419K 0.01% -18 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,628 shares; 2025Q1: 3,675 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares 3,628 $416K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 1,465 shares 1,465 $411K 0.01% new 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: 470 shares; 2024Q4: 733 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares 683 $407K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,225 shares; 2025Q1: 8,225 shares; 2025Q2: 8,225 shares; 2025Q3: 8,225 shares 8,225 $403K 0.01% 0 Timeline IDEV 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: 5,000 shares 5,000 $401K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,445 shares; 2025Q2: 1,333 shares; 2025Q3: 1,326 shares 1,326 $398K 0.01% -7 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares 3,146 $398K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,797 shares; 2025Q3: 1,795 shares 1,795 $396K 0.01% -2 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: 1,702 shares; 2024Q4: 1,710 shares; 2025Q1: 2,054 shares; 2025Q2: 1,648 shares; 2025Q3: 1,654 shares 1,654 $391K 0.01% +6 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: 405 shares; 2024Q4: 512 shares; 2025Q1: 547 shares; 2025Q2: 452 shares; 2025Q3: 482 shares 482 $384K 0.01% +30 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 6,272 shares; 2025Q1: 6,273 shares; 2025Q2: 15,925 shares; 2025Q3: 8,111 shares 8,111 $383K 0.01% -7,814 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,893 shares; 2025Q1: 4,884 shares; 2025Q2: 4,884 shares; 2025Q3: 4,884 shares 4,884 $383K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,757 shares; 2025Q1: 1,758 shares; 2025Q2: 1,761 shares; 2025Q3: 1,775 shares 1,775 $381K 0.01% +14 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: 1,206 shares; 2024Q4: 1,448 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,561 shares 1,561 $378K 0.01% +310 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 533 shares; 2025Q2: 761 shares; 2025Q3: 409 shares 409 $376K 0.01% -352 Timeline DVY 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: 2,034 shares; 2024Q4: 2,039 shares; 2025Q1: 2,633 shares; 2025Q2: 2,638 shares; 2025Q3: 2,628 shares 2,628 $373K 0.01% -10 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 10,974 shares; 2025Q1: 10,974 shares; 2025Q2: 10,974 shares; 2025Q3: 10,974 shares 10,974 $369K 0.01% 0 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: 8,258 shares; 2024Q4: 8,102 shares; 2025Q1: 11,791 shares; 2025Q2: 11,861 shares; 2025Q3: 11,708 shares 11,708 $368K 0.01% -153 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: 940 shares; 2025Q1: 1,140 shares; 2025Q2: 1,102 shares; 2025Q3: 1,107 shares 1,107 $358K 0.01% +5 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 1,044 shares 1,044 $352K 0.01% +140 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,956 shares; 2025Q1: 3,956 shares; 2025Q2: 3,956 shares; 2025Q3: 4,426 shares 4,426 $349K 0.01% +470 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 2,049 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares 1,571 $349K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,308 shares; 2025Q3: 12,227 shares 12,227 $346K 0.01% -81 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: 5,781 shares; 2024Q4: 5,700 shares; 2025Q1: 6,911 shares; 2025Q2: 6,916 shares; 2025Q3: 6,953 shares 6,953 $341K 0.01% +37 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,715 shares; 2025Q1: 10,645 shares; 2025Q2: 10,651 shares; 2025Q3: 10,663 shares 10,663 $340K 0.01% +12 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: 9,206 shares; 2024Q4: 6,614 shares; 2025Q1: 6,707 shares; 2025Q2: 4,083 shares; 2025Q3: 4,011 shares 4,011 $335K 0.01% -72 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 4,992 shares; 2025Q2: 4,992 shares; 2025Q3: 5,033 shares 5,033 $334K 0.01% +41 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 10,861 shares; 2025Q1: 9,361 shares; 2025Q2: 7,314 shares; 2025Q3: 7,214 shares 7,214 $334K 0.01% -100 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,589 shares; 2024Q4: 310,270 shares; 2025Q1: 307,498 shares; 2025Q2: 6,992 shares; 2025Q3: 5,139 shares 5,139 $333K 0.01% -1,853 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 1,010 shares; 2025Q1: 950 shares; 2025Q2: 1,010 shares; 2025Q3: 888 shares 888 $324K 0.01% -122 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 6,590 shares; 2025Q3: 6,590 shares 6,590 $323K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 485 shares; 2025Q2: 490 shares; 2025Q3: 492 shares 492 $314K 0.01% +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: 1,029 shares; 2024Q4: 1,017 shares; 2025Q1: 1,011 shares; 2025Q2: 1,008 shares; 2025Q3: 1,004 shares 1,004 $311K 0.01% -4 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 4,613 shares 4,613 $309K 0.01% new Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares 10,375 $309K 0.01% 0 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: 1,434 shares; 2025Q3: 1,442 shares 1,442 $307K 0.01% +8 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,362 shares; 2024Q4: 35,362 shares; 2025Q1: 34,507 shares; 2025Q2: 34,507 shares; 2025Q3: 34,507 shares 34,507 $306K 0.01% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 3,000 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,375 shares 4,375 $306K 0.01% +145 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 3,219 shares 3,219 $302K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,684 shares; 2025Q1: 3,327 shares; 2025Q2: 3,333 shares; 2025Q3: 3,326 shares 3,326 $302K 0.01% -7 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,068 shares; 2025Q1: 7,153 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares 6,363 $299K <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 7,329 shares 7,329 $296K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 7,048 shares; 2025Q2: 7,089 shares; 2025Q3: 7,530 shares 7,530 $295K <0.01% +441 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 8,192 shares; 2025Q1: 7,224 shares; 2025Q2: 7,258 shares; 2025Q3: 5,872 shares 5,872 $294K <0.01% -1,386 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,779 shares 6,779 $290K <0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 4,100 shares; 2025Q3: 4,210 shares 4,210 $290K <0.01% +110 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: 310 shares; 2025Q3: 411 shares 411 $287K <0.01% +101 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: 435 shares; 2024Q4: 511 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 419 shares 419 $286K <0.01% -3 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: 6,604 shares; 2024Q4: 2,181 shares; 2025Q1: 2,502 shares; 2025Q2: 2,595 shares; 2025Q3: 2,503 shares 2,503 $280K <0.01% -92 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,184 shares 1,184 $279K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,944 shares 1,944 $278K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: 2,258 shares; 2025Q3: 2,502 shares 2,502 $278K <0.01% +244 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: 2,937 shares; 2024Q4: 2,737 shares; 2025Q1: 2,744 shares; 2025Q2: 3,294 shares; 2025Q3: 3,274 shares 3,274 $277K <0.01% -20 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares 2,458 $274K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,050 shares; 2025Q1: 1,053 shares; 2025Q2: 1,055 shares; 2025Q3: 1,051 shares 1,051 $273K <0.01% -4 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $272K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares; 2025Q3: 6,386 shares 6,386 $270K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 3,091 shares; 2025Q1: 2,964 shares; 2025Q2: 2,060 shares; 2025Q3: 1,890 shares 1,890 $269K <0.01% -170 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,419 shares; 2025Q1: 4,419 shares; 2025Q2: 4,419 shares; 2025Q3: 4,459 shares 4,459 $266K <0.01% +40 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 451 shares; 2025Q2: 456 shares; 2025Q3: 464 shares 464 $263K <0.01% +8 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,337 shares 1,337 $262K <0.01% +4 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: 1,898 shares; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 1,944 shares; 2025Q3: 2,027 shares 2,027 $260K <0.01% +83 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 3,050 shares; 2025Q3: 2,408 shares 2,408 $260K <0.01% -642 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY 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: 150,050 shares 150,050 $260K <0.01% new DFLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,844 shares; 2025Q3: 7,844 shares 7,844 $258K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares 1,693 $255K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,095 shares; 2025Q1: 1,005 shares; 2025Q2: 3,008 shares; 2025Q3: 1,066 shares 1,066 $255K <0.01% -1,942 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: 3,108 shares; 2024Q4: 3,258 shares; 2025Q1: 2,967 shares; 2025Q2: 2,907 shares; 2025Q3: 2,825 shares 2,825 $253K <0.01% -82 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 303 shares 303 $250K <0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,212 shares; 2024Q4: 28,692 shares; 2025Q1: 28,661 shares; 2025Q2: 25,634 shares; 2025Q3: 25,510 shares 25,510 $250K <0.01% -124 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: 1,504 shares; 2025Q2: 1,532 shares; 2025Q3: 1,584 shares 1,584 $249K <0.01% +52 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,999 shares 1,999 $247K <0.01% new Timeline SHM 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: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares 5,105 $246K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK 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: 1,929 shares; 2025Q1: 1,715 shares; 2025Q2: 1,725 shares; 2025Q3: 1,715 shares 1,715 $245K <0.01% -10 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: not reported; 2024Q4: 1,037 shares; 2025Q1: 1,237 shares; 2025Q2: 1,271 shares; 2025Q3: 1,281 shares 1,281 $245K <0.01% +10 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: 7,275 shares 7,275 $244K <0.01% new Timeline SCHA 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: 4,948 shares; 2024Q4: 8,676 shares; 2025Q1: not reported; 2025Q2: 8,311 shares; 2025Q3: 8,714 shares 8,714 $243K <0.01% +403 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,098 shares; 2024Q4: 9,900 shares; 2025Q1: 11,218 shares; 2025Q2: 11,001 shares; 2025Q3: 11,001 shares 11,001 $243K <0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,998 shares 2,998 $243K <0.01% +200 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 4,413 shares 4,413 $241K <0.01% new 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: 316 shares; 2024Q4: 317 shares; 2025Q1: 326 shares; 2025Q2: 340 shares; 2025Q3: 247 shares 247 $239K <0.01% -93 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,686 shares; 2025Q1: 1,700 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares 1,550 $239K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,742 shares; 2025Q1: 6,026 shares; 2025Q2: 3,535 shares; 2025Q3: 3,531 shares 3,531 $239K <0.01% -4 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: 500 shares; 2024Q4: 672 shares; 2025Q1: 677 shares; 2025Q2: 686 shares; 2025Q3: 676 shares 676 $238K <0.01% -10 Timeline NICE NICE LTD More: the full row for NICE 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: 1,638 shares 1,638 $237K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,599 shares; 2025Q3: 1,591 shares 1,591 $237K <0.01% -8 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: 317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 309 shares 309 $234K <0.01% +3 Timeline PICK 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: 5,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares 5,234 $233K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,074 shares 1,074 $230K <0.01% new 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: 336,029 shares; 2024Q4: 330,664 shares; 2025Q1: 329,130 shares; 2025Q2: 5,225 shares; 2025Q3: 3,495 shares 3,495 $230K <0.01% -1,730 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 466 shares 466 $230K <0.01% +21 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF 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: 3,685 shares; 2025Q3: 3,685 shares 3,685 $229K <0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,500 shares; 2025Q3: 1,500 shares 1,500 $228K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,921 shares 3,921 $227K <0.01% new 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: 376,125 shares; 2024Q4: 5,350 shares; 2025Q1: 373,364 shares; 2025Q2: 4,571 shares; 2025Q3: 2,593 shares 2,593 $226K <0.01% -1,978 Timeline OKTA OKTA INC More: the full row for OKTA 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: 2,476 shares; 2025Q2: 2,463 shares; 2025Q3: 2,450 shares 2,450 $225K <0.01% -13 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,021 shares; 2025Q1: 973 shares; 2025Q2: not reported; 2025Q3: 763 shares 763 $224K <0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,286 shares; 2025Q1: 9,288 shares; 2025Q2: 9,457 shares; 2025Q3: 9,432 shares 9,432 $223K <0.01% -25 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,072 shares; 2025Q1: 9,084 shares; 2025Q2: not reported; 2025Q3: 9,059 shares 9,059 $223K <0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,935 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares 4,442 $222K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 2,211 shares; 2025Q3: 2,211 shares 2,211 $221K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 2,105 shares; 2025Q1: 1,498 shares; 2025Q2: not reported; 2025Q3: 1,157 shares 1,157 $216K <0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 606,485 shares; 2025Q1: 1,000,206 shares; 2025Q2: 314,278 shares; 2025Q3: 3,608 shares 3,608 $212K <0.01% -310,670 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,263 shares 2,263 $211K <0.01% new 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: not reported; 2024Q4: 3,636 shares; 2025Q1: 3,632 shares; 2025Q2: not reported; 2025Q3: 2,607 shares 2,607 $210K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 699 shares 699 $209K <0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,688 shares; 2025Q1: 2,019 shares; 2025Q2: 1,717 shares; 2025Q3: 1,682 shares 1,682 $209K <0.01% -35 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares 1,022 $208K <0.01% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 4,230 shares 4,230 $205K <0.01% new Timeline FNDA 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: 5,251 shares; 2024Q4: 9,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,427 shares 6,427 $200K <0.01% new Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM 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: 18,750 shares 18,750 $195K <0.01% new Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED 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: 15,600 shares 15,600 $187K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: not reported; 2025Q3: 91,230 shares 91,230 $155K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM 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: 20,000 shares 20,000 $150K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 10,125 shares; 2025Q3: 10,125 shares 10,125 $115K <0.01% 0 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,690 shares; 2024Q4: 43,690 shares; 2025Q1: 43,690 shares; 2025Q2: 43,690 shares; 2025Q3: 43,690 shares 43,690 $107K <0.01% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES 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: 125,000 shares; 2025Q3: 100,000 shares 100,000 $69.3K <0.01% -25,000 Timeline KYTX KYVERNA THERAPEUTICS INC More: the full row for KYVERNA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $60K <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC 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: 20,000 shares; 2025Q3: 80,000 shares 80,000 $46.9K <0.01% +60,000 Timeline SOXS DIREXION DAILY SEMI BEAR 3X More: the full row for DIREXION DAILY SEMI BEAR 3X 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: 300,000 shares 300,000 $46.5K <0.01% new Timeline SKYE SKYE BIOSCIENCE INC More: the full row for SKYE BIOSCIENCE 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: 10,000 shares 10,000 $39.3K <0.01% new Timeline OPK OPKO HEALTH INC More: the full row for OPKO 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: 150,000 shares; 2025Q1: 350,000 shares; 2025Q2: 370,000 shares; 2025Q3: 370,000 shares 370,000 $36.6K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 17,500 shares; 2025Q3: 16,000 shares 16,000 $20.5K <0.01% -1,500 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE 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: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000 $14.3K <0.01% new Timeline EONR EON RESOURCES INC More: the full row for EON RESOURCES 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: 10,000 shares; 2025Q3: 20,000 shares 20,000 $9.75K <0.01% +10,000 Timeline