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: 806,774 shares; 2024Q4: 903,981 shares; 2025Q1: 869,795 shares; 2025Q2: not loaded; 2025Q3: 879,552 shares 879,552 $280M 6.89% 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: 679,818 shares; 2024Q4: 667,529 shares; 2025Q1: 744,131 shares; 2025Q2: not loaded; 2025Q3: 812,292 shares 812,292 $141M 3.49% 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: 229,860 shares; 2024Q4: 228,247 shares; 2025Q1: 237,574 shares; 2025Q2: not loaded; 2025Q3: 274,520 shares 274,520 $139M 3.43% 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: 442,710 shares; 2024Q4: 451,633 shares; 2025Q1: 477,045 shares; 2025Q2: not loaded; 2025Q3: 540,150 shares 540,150 $125M 3.09% 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: 178,812 shares; 2024Q4: 186,633 shares; 2025Q1: 195,932 shares; 2025Q2: not loaded; 2025Q3: 206,680 shares 206,680 $123M 3.02% 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: 287,540 shares; 2024Q4: 301,300 shares; 2025Q1: 319,217 shares; 2025Q2: not loaded; 2025Q3: 338,833 shares 338,833 $77.6M 1.91% 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: 67,856 shares; 2024Q4: 78,115 shares; 2025Q1: 83,629 shares; 2025Q2: not loaded; 2025Q3: 84,072 shares 84,072 $62.1M 1.53% Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,487 shares; 2024Q4: 608,114 shares; 2025Q1: 594,712 shares; 2025Q2: not loaded; 2025Q3: 814,162 shares 814,162 $58.1M 1.43% 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: 744,533 shares; 2024Q4: 2,240,636 shares; 2025Q1: 2,207,208 shares; 2025Q2: not loaded; 2025Q3: 2,204,784 shares 2,204,784 $55M 1.35% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,567 shares; 2024Q4: 196,623 shares; 2025Q1: 208,467 shares; 2025Q2: not loaded; 2025Q3: 224,559 shares 224,559 $47.8M 1.18% 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: 192,538 shares; 2024Q4: 208,407 shares; 2025Q1: 206,009 shares; 2025Q2: not loaded; 2025Q3: 219,234 shares 219,234 $46.8M 1.15% Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,918 shares; 2024Q4: 105,698 shares; 2025Q1: 110,516 shares; 2025Q2: not loaded; 2025Q3: 126,876 shares 126,876 $46.6M 1.15% 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: 67,759 shares; 2024Q4: 70,425 shares; 2025Q1: 67,111 shares; 2025Q2: not loaded; 2025Q3: 61,694 shares 61,694 $45.3M 1.12% Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,632,089 shares 1,632,089 $45.2M 1.11% 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: 117,658 shares; 2024Q4: 121,935 shares; 2025Q1: 136,319 shares; 2025Q2: not loaded; 2025Q3: 142,389 shares 142,389 $42.3M 1.04% 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: 52,004 shares; 2024Q4: 51,979 shares; 2025Q1: 96,702 shares; 2025Q2: not loaded; 2025Q3: 64,277 shares 64,277 $41.5M 1.02% Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,960 shares; 2024Q4: 747,088 shares; 2025Q1: 695,780 shares; 2025Q2: not loaded; 2025Q3: 666,743 shares 666,743 $40.2M 0.99% 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: 274,345 shares; 2024Q4: 276,183 shares; 2025Q1: 275,195 shares; 2025Q2: not loaded; 2025Q3: 277,392 shares 277,392 $39.2M 0.97% Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 324,640 shares; 2025Q2: not loaded; 2025Q3: 297,570 shares 297,570 $37.1M 0.91% 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: 621,257 shares; 2024Q4: 630,011 shares; 2025Q1: 650,556 shares; 2025Q2: not loaded; 2025Q3: 681,158 shares 681,158 $35.1M 0.86% Timeline VEU 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: 518,033 shares; 2024Q4: 479,176 shares; 2025Q1: 482,739 shares; 2025Q2: not loaded; 2025Q3: 492,473 shares 492,473 $34.2M 0.84% 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: not reported; 2024Q4: 67,210 shares; 2025Q1: 72,360 shares; 2025Q2: not loaded; 2025Q3: 57,986 shares 57,986 $33.1M 0.81% 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: 59,283 shares; 2024Q4: 59,906 shares; 2025Q1: 63,047 shares; 2025Q2: not loaded; 2025Q3: 64,697 shares 64,697 $32.5M 0.8% 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: 17,084 shares; 2024Q4: 17,745 shares; 2025Q1: 23,608 shares; 2025Q2: not loaded; 2025Q3: 25,303 shares 25,303 $30.6M 0.75% 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: 175,743 shares; 2024Q4: 181,508 shares; 2025Q1: 189,834 shares; 2025Q2: not loaded; 2025Q3: 192,154 shares 192,154 $30.1M 0.74% 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: 76,866 shares; 2024Q4: 79,803 shares; 2025Q1: 86,780 shares; 2025Q2: not loaded; 2025Q3: 91,273 shares 91,273 $27.5M 0.68% 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: 65,681 shares; 2024Q4: 67,684 shares; 2025Q1: 76,266 shares; 2025Q2: not loaded; 2025Q3: 77,785 shares 77,785 $27.4M 0.68% 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: 97,059 shares; 2024Q4: 98,442 shares; 2025Q1: 99,522 shares; 2025Q2: not loaded; 2025Q3: 99,122 shares 99,122 $25.8M 0.63% 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: 328,551 shares; 2024Q4: 332,203 shares; 2025Q1: 350,835 shares; 2025Q2: not loaded; 2025Q3: 407,733 shares 407,733 $23.9M 0.59% 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: 39,455 shares; 2024Q4: 51,511 shares; 2025Q1: 61,992 shares; 2025Q2: not loaded; 2025Q3: 66,086 shares 66,086 $22.1M 0.54% 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: 27,864 shares; 2024Q4: 29,237 shares; 2025Q1: 27,523 shares; 2025Q2: not loaded; 2025Q3: 28,639 shares 28,639 $21.5M 0.53% 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: 64,265 shares; 2024Q4: 65,346 shares; 2025Q1: 74,096 shares; 2025Q2: not loaded; 2025Q3: 74,937 shares 74,937 $20.6M 0.51% Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,969 shares; 2024Q4: 137,807 shares; 2025Q1: 136,552 shares; 2025Q2: not loaded; 2025Q3: 139,975 shares 139,975 $20.2M 0.5% 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: 86,938 shares; 2024Q4: 87,495 shares; 2025Q1: 87,042 shares; 2025Q2: not loaded; 2025Q3: 89,029 shares 89,029 $20.1M 0.5% Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,222 shares; 2024Q4: 146,370 shares; 2025Q1: 149,192 shares; 2025Q2: not loaded; 2025Q3: 159,002 shares 159,002 $18.2M 0.45% 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: 117,488 shares; 2024Q4: 142,960 shares; 2025Q1: 206,050 shares; 2025Q2: not loaded; 2025Q3: 212,096 shares 212,096 $18.1M 0.45% 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: 38,109 shares; 2024Q4: 39,258 shares; 2025Q1: 42,246 shares; 2025Q2: not loaded; 2025Q3: 44,069 shares 44,069 $17.9M 0.44% 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: 62,676 shares; 2024Q4: 65,531 shares; 2025Q1: 73,905 shares; 2025Q2: not loaded; 2025Q3: 77,450 shares 77,450 $17.9M 0.44% 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: 25,632 shares; 2024Q4: 28,311 shares; 2025Q1: 31,379 shares; 2025Q2: not loaded; 2025Q3: 29,737 shares 29,737 $17.7M 0.44% 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: 46,628 shares; 2024Q4: 47,504 shares; 2025Q1: 57,384 shares; 2025Q2: not loaded; 2025Q3: 57,099 shares 57,099 $16.6M 0.41% Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,415 shares; 2025Q1: 41,252 shares; 2025Q2: not loaded; 2025Q3: 41,596 shares 41,596 $15.7M 0.39% Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,484 shares; 2024Q4: 509,867 shares; 2025Q1: 510,131 shares; 2025Q2: not loaded; 2025Q3: 501,200 shares 501,200 $15.3M 0.38% 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: not reported; 2024Q4: 21,390 shares; 2025Q1: 23,176 shares; 2025Q2: not loaded; 2025Q3: 23,299 shares 23,299 $15.1M 0.37% Timeline SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056,767 shares; 2024Q4: 460,586 shares; 2025Q1: 1,475,930 shares; 2025Q2: not loaded; 2025Q3: 1,423,661 shares 1,423,661 $15M 0.37% 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: 13,450 shares; 2024Q4: 26,979 shares; 2025Q1: 30,530 shares; 2025Q2: not loaded; 2025Q3: 15,784 shares 15,784 $14.9M 0.37% 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: 74,928 shares; 2024Q4: 74,261 shares; 2025Q1: 75,019 shares; 2025Q2: not loaded; 2025Q3: 80,393 shares 80,393 $14.3M 0.35% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,151 shares; 2024Q4: 134,571 shares; 2025Q1: 146,622 shares; 2025Q2: not loaded; 2025Q3: 152,085 shares 152,085 $13.9M 0.34% 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: 15,652 shares; 2024Q4: 19,062 shares; 2025Q1: 19,128 shares; 2025Q2: not loaded; 2025Q3: 22,460 shares 22,460 $13.8M 0.34% 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: 121,910 shares; 2024Q4: 117,450 shares; 2025Q1: 124,826 shares; 2025Q2: not loaded; 2025Q3: 139,474 shares 139,474 $13.6M 0.33% Timeline QUAL 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: 58,514 shares; 2024Q4: 54,814 shares; 2025Q1: 65,244 shares; 2025Q2: not loaded; 2025Q3: 70,249 shares 70,249 $13.3M 0.33% 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: 114,614 shares; 2024Q4: 113,192 shares; 2025Q1: 106,039 shares; 2025Q2: not loaded; 2025Q3: 112,552 shares 112,552 $13M 0.32% Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 325,964 shares; 2025Q2: not loaded; 2025Q3: 316,545 shares 316,545 $12.3M 0.3% 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: 41,197 shares; 2024Q4: 42,821 shares; 2025Q1: 50,597 shares; 2025Q2: not loaded; 2025Q3: 58,432 shares 58,432 $12.3M 0.3% 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: 22,575 shares; 2024Q4: 18,023 shares; 2025Q1: 27,962 shares; 2025Q2: not loaded; 2025Q3: 25,995 shares 25,995 $11.9M 0.29% Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,759 shares; 2025Q1: 2,002 shares; 2025Q2: not loaded; 2025Q3: 2,097 shares 2,097 $11.7M 0.29% 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: 63,162 shares; 2024Q4: 80,628 shares; 2025Q1: 99,193 shares; 2025Q2: not loaded; 2025Q3: 119,372 shares 119,372 $11.5M 0.28% 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: 35,014 shares; 2024Q4: 30,917 shares; 2025Q1: 62,746 shares; 2025Q2: not loaded; 2025Q3: 62,083 shares 62,083 $11.4M 0.28% Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,444 shares; 2024Q4: 31,275 shares; 2025Q1: 53,107 shares; 2025Q2: not loaded; 2025Q3: 53,986 shares 53,986 $11.4M 0.28% 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: 30,202 shares; 2024Q4: 29,746 shares; 2025Q1: 30,180 shares; 2025Q2: not loaded; 2025Q3: 26,775 shares 26,775 $11.3M 0.28% 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: 62,320 shares; 2024Q4: 64,853 shares; 2025Q1: 66,449 shares; 2025Q2: not loaded; 2025Q3: 69,411 shares 69,411 $11.3M 0.28% 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: 45,004 shares; 2024Q4: 45,219 shares; 2025Q1: 45,993 shares; 2025Q2: not loaded; 2025Q3: 44,351 shares 44,351 $11.2M 0.28% Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,392 shares; 2024Q4: 31,428 shares; 2025Q1: 27,110 shares; 2025Q2: not loaded; 2025Q3: 26,984 shares 26,984 $11.2M 0.28% 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: 195,991 shares; 2024Q4: 276,967 shares; 2025Q1: 342,367 shares; 2025Q2: not loaded; 2025Q3: 380,979 shares 380,979 $11.2M 0.27% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,142 shares; 2024Q4: 37,346 shares; 2025Q1: 41,985 shares; 2025Q2: not loaded; 2025Q3: 42,976 shares 42,976 $11M 0.27% 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: 141,309 shares; 2024Q4: 424,130 shares; 2025Q1: 428,714 shares; 2025Q2: not loaded; 2025Q3: 428,610 shares 428,610 $11M 0.27% 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: 60,752 shares; 2024Q4: 62,779 shares; 2025Q1: 65,561 shares; 2025Q2: not loaded; 2025Q3: 68,614 shares 68,614 $10.8M 0.27% 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: 100,527 shares; 2024Q4: 99,029 shares; 2025Q1: 95,130 shares; 2025Q2: not loaded; 2025Q3: 102,444 shares 102,444 $10.7M 0.26% 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: 9 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not loaded; 2025Q3: 14 shares 14 $10.6M 0.26% 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: 149,850 shares; 2024Q4: 142,307 shares; 2025Q1: 143,675 shares; 2025Q2: not loaded; 2025Q3: 150,404 shares 150,404 $10.4M 0.26% 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: 188,864 shares; 2024Q4: 199,692 shares; 2025Q1: 168,128 shares; 2025Q2: not loaded; 2025Q3: 194,750 shares 194,750 $9.88M 0.24% Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,208 shares; 2025Q1: 33,108 shares; 2025Q2: not loaded; 2025Q3: 32,625 shares 32,625 $9.88M 0.24% Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,088 shares; 2024Q4: 39,184 shares; 2025Q1: 29,997 shares; 2025Q2: not loaded; 2025Q3: 25,216 shares 25,216 $9.86M 0.24% Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,778 shares; 2025Q1: 132,778 shares; 2025Q2: not loaded; 2025Q3: 132,844 shares 132,844 $9.78M 0.24% 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: 32,753 shares; 2024Q4: 36,008 shares; 2025Q1: 38,116 shares; 2025Q2: not loaded; 2025Q3: 37,620 shares 37,620 $9.51M 0.23% 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: 83,671 shares; 2024Q4: 94,222 shares; 2025Q1: 96,668 shares; 2025Q2: not loaded; 2025Q3: 113,754 shares 113,754 $9.4M 0.23% 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: 29,646 shares; 2024Q4: 42,146 shares; 2025Q1: 36,946 shares; 2025Q2: not loaded; 2025Q3: 19,542 shares 19,542 $9.35M 0.23% 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: 37,997 shares; 2025Q1: 45,182 shares; 2025Q2: not loaded; 2025Q3: 68,065 shares 68,065 $9.29M 0.23% Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,174 shares; 2024Q4: 1,745,627 shares; 2025Q1: 1,745,627 shares; 2025Q2: not loaded; 2025Q3: 1,545,627 shares 1,545,627 $9.12M 0.22% 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: 28,710 shares; 2024Q4: 28,711 shares; 2025Q1: 28,542 shares; 2025Q2: not loaded; 2025Q3: 25,683 shares 25,683 $9.11M 0.22% 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: 21,450 shares; 2024Q4: 23,307 shares; 2025Q1: 29,754 shares; 2025Q2: not loaded; 2025Q3: 29,739 shares 29,739 $9.04M 0.22% 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: 45,244 shares; 2024Q4: 49,058 shares; 2025Q1: 47,767 shares; 2025Q2: not loaded; 2025Q3: 53,363 shares 53,363 $8.92M 0.22% Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 12,769 shares; 2025Q1: 15,789 shares; 2025Q2: not loaded; 2025Q3: 16,113 shares 16,113 $8.85M 0.22% 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: 48,075 shares; 2024Q4: 54,097 shares; 2025Q1: 60,058 shares; 2025Q2: not loaded; 2025Q3: 64,330 shares 64,330 $8.53M 0.21% 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: not reported; 2024Q4: 47,921 shares; 2025Q1: 48,781 shares; 2025Q2: not loaded; 2025Q3: 54,534 shares 54,534 $8.21M 0.2% 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: 7,066 shares; 2024Q4: 8,634 shares; 2025Q1: 8,452 shares; 2025Q2: not loaded; 2025Q3: 12,162 shares 12,162 $8.11M 0.2% 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: 18,026 shares; 2024Q4: 15,136 shares; 2025Q1: 19,119 shares; 2025Q2: not loaded; 2025Q3: 22,305 shares 22,305 $7.96M 0.2% 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: 95,785 shares; 2024Q4: 106,684 shares; 2025Q1: 105,056 shares; 2025Q2: not loaded; 2025Q3: 116,863 shares 116,863 $7.85M 0.19% 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: 85,840 shares; 2024Q4: 87,424 shares; 2025Q1: 77,326 shares; 2025Q2: not loaded; 2025Q3: 83,369 shares 83,369 $7.82M 0.19% 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: 12,937 shares; 2024Q4: 14,914 shares; 2025Q1: 16,417 shares; 2025Q2: not loaded; 2025Q3: 18,638 shares 18,638 $7.81M 0.19% 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: 17,938 shares; 2024Q4: 17,312 shares; 2025Q1: 21,030 shares; 2025Q2: not loaded; 2025Q3: 34,229 shares 34,229 $7.8M 0.19% 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: not reported; 2024Q4: 19,906 shares; 2025Q1: 21,606 shares; 2025Q2: not loaded; 2025Q3: 23,531 shares 23,531 $7.8M 0.19% Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,771 shares; 2024Q4: 111,262 shares; 2025Q1: 86,090 shares; 2025Q2: not loaded; 2025Q3: 84,129 shares 84,129 $7.65M 0.19% 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: 13,216 shares; 2024Q4: 13,242 shares; 2025Q1: 17,598 shares; 2025Q2: not loaded; 2025Q3: 17,039 shares 17,039 $7.59M 0.19% 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: 38,399 shares; 2024Q4: 42,369 shares; 2025Q1: 49,445 shares; 2025Q2: not loaded; 2025Q3: 64,036 shares 64,036 $7.23M 0.18% Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,512 shares; 2024Q4: 51,835 shares; 2025Q1: 60,766 shares; 2025Q2: not loaded; 2025Q3: 67,449 shares 67,449 $7.12M 0.18% 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: 22,294 shares; 2024Q4: 22,241 shares; 2025Q1: 22,542 shares; 2025Q2: not loaded; 2025Q3: 22,363 shares 22,363 $6.93M 0.17% 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: 22,635 shares; 2024Q4: 28,659 shares; 2025Q1: 30,782 shares; 2025Q2: not loaded; 2025Q3: 32,080 shares 32,080 $6.77M 0.17% 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: 42,404 shares; 2024Q4: 47,767 shares; 2025Q1: 66,839 shares; 2025Q2: not loaded; 2025Q3: 69,801 shares 69,801 $6.48M 0.16% 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: not reported; 2024Q4: 15,128 shares; 2025Q1: 15,582 shares; 2025Q2: not loaded; 2025Q3: 18,927 shares 18,927 $6.33M 0.16% 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: 33,407 shares; 2024Q4: 34,376 shares; 2025Q1: 44,405 shares; 2025Q2: not loaded; 2025Q3: 39,024 shares 39,024 $6.27M 0.15% 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: 16,424 shares; 2024Q4: 15,270 shares; 2025Q1: 19,735 shares; 2025Q2: not loaded; 2025Q3: 21,401 shares 21,401 $6.21M 0.15% Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,871 shares; 2024Q4: 297,349 shares; 2025Q1: 343,376 shares; 2025Q2: not loaded; 2025Q3: 326,269 shares 326,269 $6.15M 0.15% Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,333 shares; 2024Q4: 54,274 shares; 2025Q1: 59,290 shares; 2025Q2: not loaded; 2025Q3: 79,805 shares 79,805 $6.09M 0.15% Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,129 shares; 2024Q4: 28,286 shares; 2025Q1: 36,817 shares; 2025Q2: not loaded; 2025Q3: 45,919 shares 45,919 $6.06M 0.15% 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: 16,513 shares; 2024Q4: 17,157 shares; 2025Q1: 17,216 shares; 2025Q2: not loaded; 2025Q3: 19,617 shares 19,617 $5.97M 0.15% Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,264 shares; 2024Q4: 43,601 shares; 2025Q1: 50,075 shares; 2025Q2: not loaded; 2025Q3: 44,215 shares 44,215 $5.97M 0.15% 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: 10,537 shares; 2024Q4: 11,828 shares; 2025Q1: 14,842 shares; 2025Q2: not loaded; 2025Q3: 48,248 shares 48,248 $5.97M 0.15% 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: 727,113 shares; 2024Q4: 330,674 shares; 2025Q1: 290,362 shares; 2025Q2: not loaded; 2025Q3: 228,411 shares 228,411 $5.83M 0.14% Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,323 shares; 2024Q4: 18,310 shares; 2025Q1: 18,913 shares; 2025Q2: not loaded; 2025Q3: 21,410 shares 21,410 $5.83M 0.14% 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: 28,813 shares; 2024Q4: 27,436 shares; 2025Q1: 30,367 shares; 2025Q2: not loaded; 2025Q3: 35,814 shares 35,814 $5.82M 0.14% 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: 14,605 shares; 2024Q4: 15,441 shares; 2025Q1: 17,221 shares; 2025Q2: not loaded; 2025Q3: 18,316 shares 18,316 $5.74M 0.14% Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,231 shares; 2024Q4: 41,780 shares; 2025Q1: 51,204 shares; 2025Q2: not loaded; 2025Q3: 54,050 shares 54,050 $5.71M 0.14% 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: 10,591 shares; 2024Q4: 9,166 shares; 2025Q1: 10,002 shares; 2025Q2: not loaded; 2025Q3: 14,095 shares 14,095 $5.69M 0.14% Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,093 shares; 2024Q4: 13,715 shares; 2025Q1: 15,412 shares; 2025Q2: not loaded; 2025Q3: 27,754 shares 27,754 $5.69M 0.14% Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,490 shares; 2025Q1: 40,048 shares; 2025Q2: not loaded; 2025Q3: 42,944 shares 42,944 $5.68M 0.14% 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: 23,212 shares; 2024Q4: 23,738 shares; 2025Q1: 23,192 shares; 2025Q2: not loaded; 2025Q3: 23,073 shares 23,073 $5.66M 0.14% 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: 46,798 shares; 2024Q4: 44,780 shares; 2025Q1: 44,241 shares; 2025Q2: not loaded; 2025Q3: 40,560 shares 40,560 $5.65M 0.14% 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: 39,822 shares; 2024Q4: 42,228 shares; 2025Q1: 43,868 shares; 2025Q2: not loaded; 2025Q3: 47,354 shares 47,354 $5.61M 0.14% Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,592 shares; 2025Q1: 5,386 shares; 2025Q2: not loaded; 2025Q3: 5,828 shares 5,828 $5.57M 0.14% 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: 125,611 shares; 2024Q4: 119,173 shares; 2025Q1: 124,026 shares; 2025Q2: not loaded; 2025Q3: 125,423 shares 125,423 $5.55M 0.14% Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,547 shares; 2024Q4: 17,907 shares; 2025Q1: 20,690 shares; 2025Q2: not loaded; 2025Q3: 22,440 shares 22,440 $5.54M 0.14% Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,933 shares; 2024Q4: 74,667 shares; 2025Q1: 72,581 shares; 2025Q2: not loaded; 2025Q3: 81,110 shares 81,110 $5.53M 0.14% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,975 shares; 2024Q4: 109,194 shares; 2025Q1: 135,003 shares; 2025Q2: not loaded; 2025Q3: 218,698 shares 218,698 $5.51M 0.14% 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: 10,976 shares; 2024Q4: 12,294 shares; 2025Q1: 14,481 shares; 2025Q2: not loaded; 2025Q3: 15,749 shares 15,749 $5.5M 0.14% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,465 shares; 2025Q1: 5,890 shares; 2025Q2: not loaded; 2025Q3: 6,281 shares 6,281 $5.49M 0.14% Timeline VT 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: 24,591 shares; 2024Q4: 35,069 shares; 2025Q1: 43,377 shares; 2025Q2: not loaded; 2025Q3: 40,432 shares 40,432 $5.41M 0.13% Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,800 shares; 2024Q4: 18,726 shares; 2025Q1: 18,642 shares; 2025Q2: not loaded; 2025Q3: 18,689 shares 18,689 $5.4M 0.13% Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,510 shares; 2024Q4: 39,014 shares; 2025Q1: 37,650 shares; 2025Q2: not loaded; 2025Q3: 39,147 shares 39,147 $5.37M 0.13% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 7,900 shares; 2025Q1: 7,840 shares; 2025Q2: not loaded; 2025Q3: 7,811 shares 7,811 $5.36M 0.13% 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: 25,529 shares; 2024Q4: 25,176 shares; 2025Q1: 24,079 shares; 2025Q2: not loaded; 2025Q3: 26,373 shares 26,373 $5.34M 0.13% 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: 69,075 shares; 2024Q4: 70,648 shares; 2025Q1: 67,040 shares; 2025Q2: not loaded; 2025Q3: 63,387 shares 63,387 $5.33M 0.13% 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: 38,526 shares; 2025Q1: 47,580 shares; 2025Q2: not loaded; 2025Q3: 53,117 shares 53,117 $5.32M 0.13% Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,654 shares; 2025Q1: 6,612 shares; 2025Q2: not loaded; 2025Q3: 10,584 shares 10,584 $5.22M 0.13% Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,006 shares; 2024Q4: 52,983 shares; 2025Q1: 54,803 shares; 2025Q2: not loaded; 2025Q3: 69,319 shares 69,319 $5.16M 0.13% Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,146 shares; 2025Q1: 3,900 shares; 2025Q2: not loaded; 2025Q3: 3,376 shares 3,376 $5.14M 0.13% Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,156 shares; 2024Q4: 38,907 shares; 2025Q1: 35,736 shares; 2025Q2: not loaded; 2025Q3: 25,967 shares 25,967 $5.06M 0.12% Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,022 shares; 2024Q4: 14,730 shares; 2025Q1: 31,654 shares; 2025Q2: not loaded; 2025Q3: 36,158 shares 36,158 $5M 0.12% 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: 2,747 shares; 2024Q4: 2,017 shares; 2025Q1: 5,762 shares; 2025Q2: not loaded; 2025Q3: 7,721 shares 7,721 $5M 0.12% 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: 48,607 shares; 2024Q4: 52,841 shares; 2025Q1: 44,879 shares; 2025Q2: not loaded; 2025Q3: 51,937 shares 51,937 $4.98M 0.12% 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: 3,969 shares; 2025Q1: 4,387 shares; 2025Q2: not loaded; 2025Q3: 4,413 shares 4,413 $4.98M 0.12% 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: 19,332 shares; 2024Q4: 21,140 shares; 2025Q1: 22,196 shares; 2025Q2: not loaded; 2025Q3: 26,329 shares 26,329 $4.97M 0.12% 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: 4,696 shares; 2024Q4: 5,564 shares; 2025Q1: 7,699 shares; 2025Q2: not loaded; 2025Q3: 7,141 shares 7,141 $4.87M 0.12% 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: 79,029 shares; 2024Q4: 227,492 shares; 2025Q1: 285,502 shares; 2025Q2: not loaded; 2025Q3: 174,354 shares 174,354 $4.87M 0.12% 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: 67,791 shares; 2024Q4: 137,418 shares; 2025Q1: 218,840 shares; 2025Q2: not loaded; 2025Q3: 214,334 shares 214,334 $4.87M 0.12% Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 20,596 shares 20,596 $4.84M 0.12% Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,880 shares; 2024Q4: 57,850 shares; 2025Q1: 56,366 shares; 2025Q2: not loaded; 2025Q3: 60,576 shares 60,576 $4.82M 0.12% 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: 15,427 shares; 2024Q4: 17,987 shares; 2025Q1: 19,239 shares; 2025Q2: not loaded; 2025Q3: 18,302 shares 18,302 $4.72M 0.12% 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: 8,434 shares; 2024Q4: 8,277 shares; 2025Q1: 11,020 shares; 2025Q2: not loaded; 2025Q3: 14,547 shares 14,547 $4.72M 0.12% Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 10,762 shares; 2025Q1: 7,656 shares; 2025Q2: not loaded; 2025Q3: 13,441 shares 13,441 $4.71M 0.12% 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: 27,372 shares; 2024Q4: 32,671 shares; 2025Q1: 35,951 shares; 2025Q2: not loaded; 2025Q3: 45,264 shares 45,264 $4.52M 0.11% 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: 19,303 shares; 2024Q4: 21,042 shares; 2025Q1: 25,092 shares; 2025Q2: not loaded; 2025Q3: 17,198 shares 17,198 $4.51M 0.11% 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: 4,177 shares; 2024Q4: 4,203 shares; 2025Q1: 4,416 shares; 2025Q2: not loaded; 2025Q3: 4,910 shares 4,910 $4.51M 0.11% 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: 57,575 shares; 2024Q4: 56,729 shares; 2025Q1: 60,244 shares; 2025Q2: not loaded; 2025Q3: 64,230 shares 64,230 $4.43M 0.11% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,244 shares; 2024Q4: 28,090 shares; 2025Q1: 33,929 shares; 2025Q2: not loaded; 2025Q3: 29,624 shares 29,624 $4.4M 0.11% 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: 30,985 shares; 2024Q4: 28,419 shares; 2025Q1: 29,826 shares; 2025Q2: not loaded; 2025Q3: 34,496 shares 34,496 $4.37M 0.11% Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,809 shares; 2024Q4: 20,297 shares; 2025Q1: 20,676 shares; 2025Q2: not loaded; 2025Q3: 21,023 shares 21,023 $4.36M 0.11% 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: 8,253 shares; 2024Q4: 9,041 shares; 2025Q1: 8,016 shares; 2025Q2: not loaded; 2025Q3: 9,194 shares 9,194 $4.35M 0.11% Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,112 shares; 2024Q4: 16,538 shares; 2025Q1: 21,249 shares; 2025Q2: not loaded; 2025Q3: 34,780 shares 34,780 $4.34M 0.11% Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,419 shares; 2025Q1: 18,302 shares; 2025Q2: not loaded; 2025Q3: 17,264 shares 17,264 $4.34M 0.11% 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: 30,884 shares; 2024Q4: 31,958 shares; 2025Q1: 28,064 shares; 2025Q2: not loaded; 2025Q3: 39,800 shares 39,800 $4.33M 0.11% 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: 6,753 shares; 2024Q4: 6,421 shares; 2025Q1: 6,193 shares; 2025Q2: not loaded; 2025Q3: 6,189 shares 6,189 $4.31M 0.11% Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,263 shares; 2025Q1: 29,362 shares; 2025Q2: not loaded; 2025Q3: 32,783 shares 32,783 $4.3M 0.11% 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: 14,265 shares; 2024Q4: 14,290 shares; 2025Q1: 14,304 shares; 2025Q2: not loaded; 2025Q3: 14,395 shares 14,395 $4.29M 0.11% Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,816 shares; 2025Q1: 7,467 shares; 2025Q2: not loaded; 2025Q3: 8,872 shares 8,872 $4.24M 0.1% Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,693 shares; 2024Q4: 22,900 shares; 2025Q1: 22,986 shares; 2025Q2: not loaded; 2025Q3: 21,518 shares 21,518 $4.24M 0.1% Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 74,406 shares; 2025Q2: not loaded; 2025Q3: 64,010 shares 64,010 $4.23M 0.1% Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,649 shares; 2025Q1: 5,159 shares; 2025Q2: not loaded; 2025Q3: 4,139 shares 4,139 $4.21M 0.1% Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 10,062 shares; 2025Q1: 10,637 shares; 2025Q2: not loaded; 2025Q3: 8,500 shares 8,500 $4.19M 0.1% Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,946 shares; 2025Q1: 14,367 shares; 2025Q2: not loaded; 2025Q3: 15,398 shares 15,398 $4.18M 0.1% Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,302 shares; 2024Q4: 20,436 shares; 2025Q1: 20,662 shares; 2025Q2: not loaded; 2025Q3: 17,552 shares 17,552 $4.16M 0.1% Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,785 shares; 2024Q4: 10,434 shares; 2025Q1: 13,893 shares; 2025Q2: not loaded; 2025Q3: 13,705 shares 13,705 $4.12M 0.1% Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 809 shares; 2025Q1: 947 shares; 2025Q2: not loaded; 2025Q3: 964 shares 964 $4.05M 0.1% 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: 19,290 shares; 2024Q4: 19,844 shares; 2025Q1: 20,741 shares; 2025Q2: not loaded; 2025Q3: 25,092 shares 25,092 $4.05M 0.1% Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 26,962 shares; 2025Q1: 35,440 shares; 2025Q2: not loaded; 2025Q3: 37,736 shares 37,736 $3.99M 0.1% 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: 4,793 shares; 2024Q4: 5,243 shares; 2025Q1: 5,660 shares; 2025Q2: not loaded; 2025Q3: 5,337 shares 5,337 $3.96M 0.1% Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,524 shares; 2025Q1: 15,739 shares; 2025Q2: not loaded; 2025Q3: 18,358 shares 18,358 $3.95M 0.1% Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,571 shares; 2024Q4: 36,244 shares; 2025Q1: 50,273 shares; 2025Q2: not loaded; 2025Q3: 56,203 shares 56,203 $3.94M 0.1% 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: 8,611 shares; 2024Q4: 8,953 shares; 2025Q1: 11,328 shares; 2025Q2: not loaded; 2025Q3: 10,070 shares 10,070 $3.94M 0.1% Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 5,596 shares; 2025Q1: 9,869 shares; 2025Q2: not loaded; 2025Q3: 21,654 shares 21,654 $3.92M 0.1% Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,906 shares; 2024Q4: 14,148 shares; 2025Q1: 17,707 shares; 2025Q2: not loaded; 2025Q3: 17,386 shares 17,386 $3.91M 0.1% 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: 10,634 shares; 2024Q4: 20,248 shares; 2025Q1: 24,204 shares; 2025Q2: not loaded; 2025Q3: 20,429 shares 20,429 $3.89M 0.1% 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: 36,628 shares; 2024Q4: 24,026 shares; 2025Q1: 37,185 shares; 2025Q2: not loaded; 2025Q3: 53,202 shares 53,202 $3.89M 0.1% Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,566 shares; 2024Q4: 49,065 shares; 2025Q1: 55,939 shares; 2025Q2: not loaded; 2025Q3: 59,569 shares 59,569 $3.87M 0.1% Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,220 shares; 2024Q4: 24,183 shares; 2025Q1: 31,482 shares; 2025Q2: not loaded; 2025Q3: 35,809 shares 35,809 $3.83M 0.09% Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,461 shares; 2024Q4: 17,827 shares; 2025Q1: 17,835 shares; 2025Q2: not loaded; 2025Q3: 22,771 shares 22,771 $3.82M 0.09% 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: 6,315 shares; 2024Q4: 7,697 shares; 2025Q1: 9,739 shares; 2025Q2: not loaded; 2025Q3: 10,376 shares 10,376 $3.8M 0.09% 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: 19,643 shares; 2024Q4: 21,847 shares; 2025Q1: 22,500 shares; 2025Q2: not loaded; 2025Q3: 18,862 shares 18,862 $3.8M 0.09% Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,488 shares; 2025Q1: 2,140 shares; 2025Q2: not loaded; 2025Q3: 2,705 shares 2,705 $3.78M 0.09% Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,120 shares; 2024Q4: 21,170 shares; 2025Q1: 21,597 shares; 2025Q2: not loaded; 2025Q3: 30,686 shares 30,686 $3.75M 0.09% Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 7,361 shares; 2025Q1: 11,515 shares; 2025Q2: not loaded; 2025Q3: 13,783 shares 13,783 $3.7M 0.09% Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,817 shares; 2024Q4: 17,977 shares; 2025Q1: 19,576 shares; 2025Q2: not loaded; 2025Q3: 19,658 shares 19,658 $3.7M 0.09% 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: 16,027 shares; 2024Q4: 17,705 shares; 2025Q1: 17,444 shares; 2025Q2: not loaded; 2025Q3: 16,511 shares 16,511 $3.64M 0.09% Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,033 shares; 2024Q4: 40,464 shares; 2025Q1: 51,980 shares; 2025Q2: not loaded; 2025Q3: 58,686 shares 58,686 $3.61M 0.09% 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: 13,568 shares; 2024Q4: 14,259 shares; 2025Q1: 16,838 shares; 2025Q2: not loaded; 2025Q3: 17,598 shares 17,598 $3.6M 0.09% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,653 shares; 2024Q4: 39,075 shares; 2025Q1: 39,052 shares; 2025Q2: not loaded; 2025Q3: 30,182 shares 30,182 $3.59M 0.09% 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: 6,734 shares; 2024Q4: 17,918 shares; 2025Q1: 16,500 shares; 2025Q2: not loaded; 2025Q3: 20,863 shares 20,863 $3.58M 0.09% Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,846 shares; 2025Q1: 11,194 shares; 2025Q2: not loaded; 2025Q3: 12,222 shares 12,222 $3.57M 0.09% Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,402 shares; 2024Q4: 37,047 shares; 2025Q1: 49,896 shares; 2025Q2: not loaded; 2025Q3: 60,738 shares 60,738 $3.56M 0.09% Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,718 shares; 2024Q4: 108,475 shares; 2025Q1: 105,212 shares; 2025Q2: not loaded; 2025Q3: 105,868 shares 105,868 $3.54M 0.09% Timeline ILF 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 loaded; 2025Q3: 130,000 shares 130,000 $3.52M 0.09% Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,586 shares; 2024Q4: 10,222 shares; 2025Q1: 11,644 shares; 2025Q2: not loaded; 2025Q3: 15,193 shares 15,193 $3.51M 0.09% 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: 7,166 shares; 2024Q4: 7,951 shares; 2025Q1: 10,794 shares; 2025Q2: not loaded; 2025Q3: 12,372 shares 12,372 $3.43M 0.08% Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 5,428 shares; 2025Q1: 11,422 shares; 2025Q2: not loaded; 2025Q3: 33,586 shares 33,586 $3.42M 0.08% 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: 146,544 shares; 2024Q4: 122,712 shares; 2025Q1: 99,667 shares; 2025Q2: not loaded; 2025Q3: 99,199 shares 99,199 $3.37M 0.08% 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: 19,768 shares; 2024Q4: 19,805 shares; 2025Q1: 21,571 shares; 2025Q2: not loaded; 2025Q3: 21,549 shares 21,549 $3.37M 0.08% 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: 21,386 shares; 2024Q4: 21,266 shares; 2025Q1: 21,895 shares; 2025Q2: not loaded; 2025Q3: 25,339 shares 25,339 $3.36M 0.08% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 8,312 shares; 2025Q1: 6,958 shares; 2025Q2: not loaded; 2025Q3: 7,004 shares 7,004 $3.35M 0.08% Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 21,464 shares; 2025Q1: 49,961 shares; 2025Q2: not loaded; 2025Q3: 53,797 shares 53,797 $3.34M 0.08% Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,450 shares; 2024Q4: 87,614 shares; 2025Q1: 100,864 shares; 2025Q2: not loaded; 2025Q3: 98,017 shares 98,017 $3.31M 0.08% Timeline MTUM 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: 10,940 shares; 2025Q1: 9,293 shares; 2025Q2: not loaded; 2025Q3: 13,470 shares 13,470 $3.28M 0.08% Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 12,714 shares; 2025Q1: 22,685 shares; 2025Q2: not loaded; 2025Q3: 20,840 shares 20,840 $3.27M 0.08% Timeline EWJ 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: 35,105 shares; 2024Q4: 35,202 shares; 2025Q1: 31,150 shares; 2025Q2: not loaded; 2025Q3: 41,630 shares 41,630 $3.26M 0.08% Timeline IYW 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: 5,301 shares; 2024Q4: 17,885 shares; 2025Q1: 17,885 shares; 2025Q2: not loaded; 2025Q3: 17,885 shares 17,885 $3.25M 0.08% Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP 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 loaded; 2025Q3: 433,663 shares 433,663 $3.24M 0.08% 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: 33,960 shares; 2024Q4: 39,813 shares; 2025Q1: 41,905 shares; 2025Q2: not loaded; 2025Q3: 55,840 shares 55,840 $3.23M 0.08% Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105,733 shares; 2025Q1: 95,784 shares; 2025Q2: not loaded; 2025Q3: 117,148 shares 117,148 $3.22M 0.08% Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 16,867 shares; 2025Q1: 18,216 shares; 2025Q2: not loaded; 2025Q3: 111,260 shares 111,260 $3.21M 0.08% Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 9,147 shares; 2025Q1: 10,084 shares; 2025Q2: not loaded; 2025Q3: 8,001 shares 8,001 $3.21M 0.08% Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 5,779 shares; 2025Q1: 5,977 shares; 2025Q2: not loaded; 2025Q3: 5,166 shares 5,166 $3.2M 0.08% Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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 loaded; 2025Q3: 119,083 shares 119,083 $3.19M 0.08% 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: 13,267 shares; 2024Q4: 13,568 shares; 2025Q1: 14,360 shares; 2025Q2: not loaded; 2025Q3: 15,341 shares 15,341 $3.16M 0.08% 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: 32,922 shares; 2024Q4: 32,797 shares; 2025Q1: 41,763 shares; 2025Q2: not loaded; 2025Q3: 48,366 shares 48,366 $3.15M 0.08% 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: 20,844 shares; 2024Q4: 21,871 shares; 2025Q1: 24,153 shares; 2025Q2: not loaded; 2025Q3: 29,251 shares 29,251 $3.14M 0.08% Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 13,050 shares; 2025Q1: 13,910 shares; 2025Q2: not loaded; 2025Q3: 15,417 shares 15,417 $3.14M 0.08% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,188 shares; 2024Q4: 11,354 shares; 2025Q1: 11,321 shares; 2025Q2: not loaded; 2025Q3: 11,353 shares 11,353 $3.12M 0.08% Timeline DUHP 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: 113,681 shares; 2024Q4: 113,732 shares; 2025Q1: 111,136 shares; 2025Q2: not loaded; 2025Q3: 84,650 shares 84,650 $3.12M 0.08% Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,982 shares; 2024Q4: 132,178 shares; 2025Q1: 151,382 shares; 2025Q2: not loaded; 2025Q3: 171,778 shares 171,778 $3.11M 0.08% Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,129 shares; 2024Q4: 27,729 shares; 2025Q1: 34,444 shares; 2025Q2: not loaded; 2025Q3: 38,595 shares 38,595 $3.1M 0.08% Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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 loaded; 2025Q3: 160,025 shares 160,025 $3.09M 0.08% 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: 102,956 shares; 2024Q4: 100,387 shares; 2025Q1: 99,799 shares; 2025Q2: not loaded; 2025Q3: 81,620 shares 81,620 $3.08M 0.08% 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: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 71,683 shares 71,683 $3.06M 0.08% Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,057 shares; 2024Q4: 16,255 shares; 2025Q1: 22,150 shares; 2025Q2: not loaded; 2025Q3: 49,026 shares 49,026 $3.06M 0.08% Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,902 shares; 2024Q4: 34,983 shares; 2025Q1: 37,596 shares; 2025Q2: not loaded; 2025Q3: 37,552 shares 37,552 $3.05M 0.08% Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 14,593 shares; 2025Q1: 13,217 shares; 2025Q2: not loaded; 2025Q3: 13,153 shares 13,153 $3.05M 0.08% Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 11,029 shares; 2025Q1: 15,923 shares; 2025Q2: not loaded; 2025Q3: 18,687 shares 18,687 $3.03M 0.07% 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: 30,072 shares; 2024Q4: 30,863 shares; 2025Q1: 37,778 shares; 2025Q2: not loaded; 2025Q3: 40,603 shares 40,603 $3.03M 0.07% 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: 66,735 shares; 2024Q4: 86,230 shares; 2025Q1: 78,281 shares; 2025Q2: not loaded; 2025Q3: 93,904 shares 93,904 $3.02M 0.07% Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,845 shares; 2024Q4: 56,763 shares; 2025Q1: 54,017 shares; 2025Q2: not loaded; 2025Q3: 53,012 shares 53,012 $3.01M 0.07% Timeline SPYG 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: 21,785 shares; 2024Q4: 29,709 shares; 2025Q1: 29,687 shares; 2025Q2: not loaded; 2025Q3: 30,219 shares 30,219 $3.01M 0.07% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,366 shares; 2024Q4: 54,852 shares; 2025Q1: 51,689 shares; 2025Q2: not loaded; 2025Q3: 61,391 shares 61,391 $3M 0.07% 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: 60,637 shares; 2024Q4: 78,433 shares; 2025Q1: 77,386 shares; 2025Q2: not loaded; 2025Q3: 63,313 shares 63,313 $2.99M 0.07% 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: 18,616 shares; 2024Q4: 17,306 shares; 2025Q1: 16,172 shares; 2025Q2: not loaded; 2025Q3: 16,516 shares 16,516 $2.98M 0.07% Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,722 shares; 2024Q4: 140,129 shares; 2025Q1: 109,261 shares; 2025Q2: not loaded; 2025Q3: 131,756 shares 131,756 $2.97M 0.07% 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: 9,581 shares; 2024Q4: 17,819 shares; 2025Q1: 22,644 shares; 2025Q2: not loaded; 2025Q3: 39,997 shares 39,997 $2.97M 0.07% 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: 3,283 shares; 2024Q4: 4,100 shares; 2025Q1: 3,814 shares; 2025Q2: not loaded; 2025Q3: 3,903 shares 3,903 $2.96M 0.07% 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: 12,161 shares; 2024Q4: 32,550 shares; 2025Q1: 58,094 shares; 2025Q2: not loaded; 2025Q3: 54,808 shares 54,808 $2.96M 0.07% 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: 10,542 shares; 2024Q4: 13,050 shares; 2025Q1: 15,822 shares; 2025Q2: not loaded; 2025Q3: 19,252 shares 19,252 $2.95M 0.07% Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,583 shares; 2025Q2: not loaded; 2025Q3: 11,298 shares 11,298 $2.92M 0.07% 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: 42,236 shares; 2024Q4: 42,865 shares; 2025Q1: 38,796 shares; 2025Q2: not loaded; 2025Q3: 35,053 shares 35,053 $2.89M 0.07% Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,840 shares; 2024Q4: 43,020 shares; 2025Q1: 43,162 shares; 2025Q2: not loaded; 2025Q3: 43,443 shares 43,443 $2.88M 0.07% 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: 10,234 shares; 2024Q4: 9,770 shares; 2025Q1: 9,352 shares; 2025Q2: not loaded; 2025Q3: 12,282 shares 12,282 $2.88M 0.07% 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: 33,960 shares; 2024Q4: 34,021 shares; 2025Q1: 34,861 shares; 2025Q2: not loaded; 2025Q3: 39,469 shares 39,469 $2.87M 0.07% Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,824 shares; 2024Q4: 110,522 shares; 2025Q1: 132,581 shares; 2025Q2: not loaded; 2025Q3: 136,894 shares 136,894 $2.87M 0.07% 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: 3,409 shares; 2024Q4: 4,140 shares; 2025Q1: 7,103 shares; 2025Q2: not loaded; 2025Q3: 11,653 shares 11,653 $2.86M 0.07% Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 9,372 shares; 2025Q1: 10,199 shares; 2025Q2: not loaded; 2025Q3: 16,948 shares 16,948 $2.85M 0.07% 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: 1,122 shares; 2024Q4: 1,321 shares; 2025Q1: 1,698 shares; 2025Q2: not loaded; 2025Q3: 27,400 shares 27,400 $2.84M 0.07% Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,459 shares; 2024Q4: 47,333 shares; 2025Q1: 59,913 shares; 2025Q2: not loaded; 2025Q3: 64,327 shares 64,327 $2.84M 0.07% Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,333 shares; 2025Q1: 11,675 shares; 2025Q2: not loaded; 2025Q3: 26,716 shares 26,716 $2.81M 0.07% Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,521 shares; 2024Q4: 20,021 shares; 2025Q1: 25,746 shares; 2025Q2: not loaded; 2025Q3: 38,015 shares 38,015 $2.79M 0.07% Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,001 shares; 2024Q4: 10,108 shares; 2025Q1: 13,003 shares; 2025Q2: not loaded; 2025Q3: 15,785 shares 15,785 $2.79M 0.07% 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: 61,252 shares; 2024Q4: 62,265 shares; 2025Q1: 60,404 shares; 2025Q2: not loaded; 2025Q3: 49,305 shares 49,305 $2.78M 0.07% 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: 27,928 shares; 2024Q4: 28,229 shares; 2025Q1: 37,424 shares; 2025Q2: not loaded; 2025Q3: 40,896 shares 40,896 $2.75M 0.07% Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,581 shares; 2024Q4: 7,415 shares; 2025Q1: 8,283 shares; 2025Q2: not loaded; 2025Q3: 11,369 shares 11,369 $2.75M 0.07% 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: 21,407 shares; 2024Q4: 21,485 shares; 2025Q1: 22,399 shares; 2025Q2: not loaded; 2025Q3: 28,365 shares 28,365 $2.75M 0.07% Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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 loaded; 2025Q3: 296,000 shares 296,000 $2.75M 0.07% Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,466 shares; 2024Q4: 17,467 shares; 2025Q1: 21,768 shares; 2025Q2: not loaded; 2025Q3: 17,444 shares 17,444 $2.74M 0.07% 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: 7,249 shares; 2024Q4: 7,487 shares; 2025Q1: 7,104 shares; 2025Q2: not loaded; 2025Q3: 5,996 shares 5,996 $2.73M 0.07% 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: 46,125 shares; 2024Q4: 97,757 shares; 2025Q1: 97,919 shares; 2025Q2: not loaded; 2025Q3: 99,489 shares 99,489 $2.72M 0.07% 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: 15,248 shares; 2024Q4: 17,303 shares; 2025Q1: 21,399 shares; 2025Q2: not loaded; 2025Q3: 19,165 shares 19,165 $2.71M 0.07% 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: 24,525 shares; 2024Q4: 41,309 shares; 2025Q1: 39,486 shares; 2025Q2: not loaded; 2025Q3: 53,046 shares 53,046 $2.7M 0.07% 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: 15,665 shares; 2024Q4: 17,040 shares; 2025Q1: 15,097 shares; 2025Q2: not loaded; 2025Q3: 14,871 shares 14,871 $2.69M 0.07% Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,264 shares; 2024Q4: 5,750 shares; 2025Q1: 6,070 shares; 2025Q2: not loaded; 2025Q3: 6,456 shares 6,456 $2.68M 0.07% Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,380 shares; 2025Q1: 5,513 shares; 2025Q2: not loaded; 2025Q3: 5,212 shares 5,212 $2.66M 0.07% Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 12,925 shares; 2025Q1: 13,009 shares; 2025Q2: not loaded; 2025Q3: 83,417 shares 83,417 $2.66M 0.07% 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: 11,179 shares; 2024Q4: 11,070 shares; 2025Q1: 14,748 shares; 2025Q2: not loaded; 2025Q3: 15,277 shares 15,277 $2.66M 0.07% 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: 39,079 shares; 2024Q4: 34,902 shares; 2025Q1: 39,725 shares; 2025Q2: not loaded; 2025Q3: 41,739 shares 41,739 $2.66M 0.07% WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,727 shares; 2025Q1: 9,020 shares; 2025Q2: not loaded; 2025Q3: 13,494 shares 13,494 $2.61M 0.06% Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,591 shares; 2025Q1: 5,585 shares; 2025Q2: not loaded; 2025Q3: 5,584 shares 5,584 $2.61M 0.06% 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: 12,627 shares; 2024Q4: 11,563 shares; 2025Q1: 11,467 shares; 2025Q2: not loaded; 2025Q3: 45,425 shares 45,425 $2.6M 0.06% Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,370 shares; 2024Q4: 143,827 shares; 2025Q1: 145,411 shares; 2025Q2: not loaded; 2025Q3: 141,096 shares 141,096 $2.59M 0.06% Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 9,062 shares; 2025Q1: 16,707 shares; 2025Q2: not loaded; 2025Q3: 26,065 shares 26,065 $2.59M 0.06% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 28,755 shares; 2025Q1: 33,825 shares; 2025Q2: not loaded; 2025Q3: 31,399 shares 31,399 $2.58M 0.06% 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: 13,582 shares; 2024Q4: 14,722 shares; 2025Q1: 17,408 shares; 2025Q2: not loaded; 2025Q3: 32,983 shares 32,983 $2.55M 0.06% Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,272 shares; 2025Q1: 73,272 shares; 2025Q2: not loaded; 2025Q3: 73,177 shares 73,177 $2.54M 0.06% Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,367 shares; 2025Q1: 29,651 shares; 2025Q2: not loaded; 2025Q3: 32,121 shares 32,121 $2.53M 0.06% 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: 2,933 shares; 2024Q4: 3,597 shares; 2025Q1: 5,241 shares; 2025Q2: not loaded; 2025Q3: 6,959 shares 6,959 $2.53M 0.06% 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: 28,879 shares; 2024Q4: 27,492 shares; 2025Q1: 41,407 shares; 2025Q2: not loaded; 2025Q3: 29,929 shares 29,929 $2.52M 0.06% Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 42,268 shares; 2025Q1: 81,782 shares; 2025Q2: not loaded; 2025Q3: 102,184 shares 102,184 $2.51M 0.06% Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,843 shares; 2024Q4: 130,770 shares; 2025Q1: 154,903 shares; 2025Q2: not loaded; 2025Q3: 151,332 shares 151,332 $2.48M 0.06% 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: not reported; 2024Q4: 15,214 shares; 2025Q1: 12,781 shares; 2025Q2: not loaded; 2025Q3: 12,037 shares 12,037 $2.48M 0.06% Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,728 shares; 2024Q4: 25,146 shares; 2025Q1: 23,073 shares; 2025Q2: not loaded; 2025Q3: 24,620 shares 24,620 $2.47M 0.06% Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 11,938 shares; 2025Q1: 30,383 shares; 2025Q2: not loaded; 2025Q3: 54,501 shares 54,501 $2.47M 0.06% Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 9,178 shares; 2025Q1: 11,003 shares; 2025Q2: not loaded; 2025Q3: 9,262 shares 9,262 $2.45M 0.06% Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 6,890 shares; 2025Q1: 23,545 shares; 2025Q2: not loaded; 2025Q3: 46,641 shares 46,641 $2.45M 0.06% 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: 2,436 shares; 2024Q4: 1,850 shares; 2025Q1: 1,716 shares; 2025Q2: not loaded; 2025Q3: 8,046 shares 8,046 $2.44M 0.06% Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,020 shares; 2024Q4: 5,902 shares; 2025Q1: 5,467 shares; 2025Q2: not loaded; 2025Q3: 4,741 shares 4,741 $2.44M 0.06% 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: 18,153 shares; 2024Q4: 18,531 shares; 2025Q1: 13,882 shares; 2025Q2: not loaded; 2025Q3: 14,568 shares 14,568 $2.44M 0.06% Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,098 shares; 2025Q1: 10,296 shares; 2025Q2: not loaded; 2025Q3: 22,290 shares 22,290 $2.43M 0.06% 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: not reported; 2024Q4: 7,651 shares; 2025Q1: 7,618 shares; 2025Q2: not loaded; 2025Q3: 8,679 shares 8,679 $2.43M 0.06% Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 7,786 shares; 2025Q1: 8,345 shares; 2025Q2: not loaded; 2025Q3: 11,674 shares 11,674 $2.42M 0.06% 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: 9,694 shares; 2024Q4: 11,172 shares; 2025Q1: 14,375 shares; 2025Q2: not loaded; 2025Q3: 17,895 shares 17,895 $2.41M 0.06% Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,353 shares; 2025Q2: not loaded; 2025Q3: 142,274 shares 142,274 $2.37M 0.06% Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,491 shares; 2024Q4: 136,657 shares; 2025Q1: 165,910 shares; 2025Q2: not loaded; 2025Q3: 154,831 shares 154,831 $2.37M 0.06% Timeline VALE VALE S A More: the full row for VALE 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: 150,672 shares; 2025Q1: 200,880 shares; 2025Q2: not loaded; 2025Q3: 221,470 shares 221,470 $2.35M 0.06% Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,878 shares; 2025Q2: not loaded; 2025Q3: 16,165 shares 16,165 $2.35M 0.06% 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: 99,332 shares; 2024Q4: 89,260 shares; 2025Q1: 84,308 shares; 2025Q2: not loaded; 2025Q3: 46,495 shares 46,495 $2.34M 0.06% Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,239 shares; 2024Q4: 39,914 shares; 2025Q1: 39,790 shares; 2025Q2: not loaded; 2025Q3: 40,800 shares 40,800 $2.32M 0.06% Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,800 shares; 2024Q4: 56,144 shares; 2025Q1: 56,322 shares; 2025Q2: not loaded; 2025Q3: 55,907 shares 55,907 $2.31M 0.06% Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,659 shares; 2024Q4: 13,215 shares; 2025Q1: 16,768 shares; 2025Q2: not loaded; 2025Q3: 19,971 shares 19,971 $2.3M 0.06% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,471 shares; 2025Q1: 4,078 shares; 2025Q2: not loaded; 2025Q3: 7,270 shares 7,270 $2.29M 0.06% 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: 3,819 shares; 2024Q4: 3,819 shares; 2025Q1: 3,980 shares; 2025Q2: not loaded; 2025Q3: 3,830 shares 3,830 $2.28M 0.06% Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,712 shares; 2024Q4: 29,802 shares; 2025Q1: 57,974 shares; 2025Q2: not loaded; 2025Q3: 61,749 shares 61,749 $2.27M 0.06% 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: 33,836 shares; 2024Q4: 41,298 shares; 2025Q1: 43,121 shares; 2025Q2: not loaded; 2025Q3: 46,295 shares 46,295 $2.27M 0.06% Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,801 shares; 2024Q4: 21,302 shares; 2025Q1: 34,179 shares; 2025Q2: not loaded; 2025Q3: 157,372 shares 157,372 $2.26M 0.06% Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 4,919 shares; 2025Q2: not loaded; 2025Q3: 7,579 shares 7,579 $2.25M 0.06% 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: 21,966 shares; 2024Q4: 20,896 shares; 2025Q1: 20,099 shares; 2025Q2: not loaded; 2025Q3: 15,099 shares 15,099 $2.25M 0.06% Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 4,645 shares; 2025Q1: 44,183 shares; 2025Q2: not loaded; 2025Q3: 39,580 shares 39,580 $2.25M 0.06% 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: 8,634 shares; 2024Q4: 9,699 shares; 2025Q1: 16,400 shares; 2025Q2: not loaded; 2025Q3: 17,178 shares 17,178 $2.24M 0.06% 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: 35,101 shares; 2024Q4: 38,796 shares; 2025Q1: 38,796 shares; 2025Q2: not loaded; 2025Q3: 29,272 shares 29,272 $2.24M 0.06% Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,002 shares; 2025Q2: not loaded; 2025Q3: 22,395 shares 22,395 $2.23M 0.05% 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: not reported; 2024Q4: 14,819 shares; 2025Q1: 19,805 shares; 2025Q2: not loaded; 2025Q3: 18,806 shares 18,806 $2.22M 0.05% Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,759 shares; 2025Q1: 42,322 shares; 2025Q2: not loaded; 2025Q3: 41,591 shares 41,591 $2.22M 0.05% Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 12,769 shares; 2025Q1: 16,965 shares; 2025Q2: not loaded; 2025Q3: 19,500 shares 19,500 $2.21M 0.05% Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 137,765 shares 137,765 $2.2M 0.05% Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,738 shares; 2024Q4: 88,616 shares; 2025Q1: 145,704 shares; 2025Q2: not loaded; 2025Q3: 173,534 shares 173,534 $2.17M 0.05% Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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 loaded; 2025Q3: 81,770 shares 81,770 $2.16M 0.05% Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 4,156 shares; 2025Q1: 2,720 shares; 2025Q2: not loaded; 2025Q3: 15,739 shares 15,739 $2.15M 0.05% Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 22,282 shares; 2025Q1: 21,460 shares; 2025Q2: not loaded; 2025Q3: 21,460 shares 21,460 $2.12M 0.05% Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,354 shares; 2024Q4: 40,303 shares; 2025Q1: 40,303 shares; 2025Q2: not loaded; 2025Q3: 46,458 shares 46,458 $2.11M 0.05% Timeline VYMI 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: 25,354 shares; 2024Q4: 25,364 shares; 2025Q1: 25,332 shares; 2025Q2: not loaded; 2025Q3: 24,963 shares 24,963 $2.1M 0.05% Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,724 shares; 2025Q1: 3,110 shares; 2025Q2: not loaded; 2025Q3: 11,565 shares 11,565 $2.09M 0.05% Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: not reported; 2025Q1: 7,025 shares; 2025Q2: not loaded; 2025Q3: 18,218 shares 18,218 $2.08M 0.05% Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,500 shares; 2025Q1: 6,916 shares; 2025Q2: not loaded; 2025Q3: 7,086 shares 7,086 $2.08M 0.05% Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,103 shares; 2025Q2: not loaded; 2025Q3: 24,146 shares 24,146 $2.07M 0.05% 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: not reported; 2024Q4: 2,863 shares; 2025Q1: 3,616 shares; 2025Q2: not loaded; 2025Q3: 3,481 shares 3,481 $2.05M 0.05% Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,282 shares; 2024Q4: 125,103 shares; 2025Q1: 130,240 shares; 2025Q2: not loaded; 2025Q3: 144,247 shares 144,247 $2.05M 0.05% Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,803 shares; 2024Q4: 38,397 shares; 2025Q1: 41,846 shares; 2025Q2: not loaded; 2025Q3: 43,125 shares 43,125 $2.04M 0.05% Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,696 shares; 2024Q4: 68,435 shares; 2025Q1: 62,208 shares; 2025Q2: not loaded; 2025Q3: 63,658 shares 63,658 $2.04M 0.05% Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,581 shares; 2025Q1: 14,086 shares; 2025Q2: not loaded; 2025Q3: 40,843 shares 40,843 $2.03M 0.05% 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: 5,900 shares; 2024Q4: 6,815 shares; 2025Q1: 5,570 shares; 2025Q2: not loaded; 2025Q3: 4,290 shares 4,290 $2.03M 0.05% Timeline QLTI GMO ETF TRUST More: the full row for GMO 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 loaded; 2025Q3: 80,125 shares 80,125 $2.03M 0.05% 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: 7,463 shares; 2024Q4: 7,472 shares; 2025Q1: 9,330 shares; 2025Q2: not loaded; 2025Q3: 8,872 shares 8,872 $2.01M 0.05% Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,130 shares; 2025Q1: 4,279 shares; 2025Q2: not loaded; 2025Q3: 9,645 shares 9,645 $1.99M 0.05% 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: 15,802 shares; 2024Q4: 11,654 shares; 2025Q1: 16,693 shares; 2025Q2: not loaded; 2025Q3: 15,385 shares 15,385 $1.99M 0.05% Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 9,654 shares; 2025Q1: 25,648 shares; 2025Q2: not loaded; 2025Q3: 39,896 shares 39,896 $1.98M 0.05% Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,023 shares; 2024Q4: 184,219 shares; 2025Q1: 189,260 shares; 2025Q2: not loaded; 2025Q3: 207,427 shares 207,427 $1.98M 0.05% Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,640 shares; 2025Q1: 5,919 shares; 2025Q2: not loaded; 2025Q3: 7,172 shares 7,172 $1.97M 0.05% 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: 57,888 shares; 2024Q4: 55,158 shares; 2025Q1: 68,639 shares; 2025Q2: not loaded; 2025Q3: 55,147 shares 55,147 $1.97M 0.05% Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 32,553 shares; 2025Q1: 30,096 shares; 2025Q2: not loaded; 2025Q3: 35,189 shares 35,189 $1.96M 0.05% Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,371 shares; 2024Q4: not reported; 2025Q1: 15,880 shares; 2025Q2: not loaded; 2025Q3: 71,944 shares 71,944 $1.95M 0.05% Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,274 shares; 2024Q4: 13,992 shares; 2025Q1: 18,990 shares; 2025Q2: not loaded; 2025Q3: 14,579 shares 14,579 $1.94M 0.05% Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,511 shares; 2025Q1: 25,806 shares; 2025Q2: not loaded; 2025Q3: 38,317 shares 38,317 $1.94M 0.05% Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,559 shares; 2024Q4: 37,019 shares; 2025Q1: 39,448 shares; 2025Q2: not loaded; 2025Q3: 41,243 shares 41,243 $1.94M 0.05% Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,041 shares; 2024Q4: 148,683 shares; 2025Q1: 132,328 shares; 2025Q2: not loaded; 2025Q3: 67,390 shares 67,390 $1.92M 0.05% Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 101,885 shares 101,885 $1.92M 0.05% Timeline TTC TORO CO More: the full row for TORO 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: 3,136 shares; 2025Q2: not loaded; 2025Q3: 23,684 shares 23,684 $1.92M 0.05% Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 25,261 shares; 2025Q1: 22,711 shares; 2025Q2: not loaded; 2025Q3: 26,884 shares 26,884 $1.91M 0.05% 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: 50,585 shares; 2024Q4: 65,094 shares; 2025Q1: 65,433 shares; 2025Q2: not loaded; 2025Q3: 52,909 shares 52,909 $1.91M 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 34,134 shares 34,134 $1.9M 0.05% Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,548 shares; 2025Q1: 4,312 shares; 2025Q2: not loaded; 2025Q3: 7,032 shares 7,032 $1.9M 0.05% Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,030 shares; 2024Q4: 7,964 shares; 2025Q1: 5,017 shares; 2025Q2: not loaded; 2025Q3: 11,211 shares 11,211 $1.9M 0.05% Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,315 shares; 2024Q4: 31,783 shares; 2025Q1: 42,190 shares; 2025Q2: not loaded; 2025Q3: 56,630 shares 56,630 $1.89M 0.05% Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,398 shares; 2024Q4: 481,940 shares; 2025Q1: 463,016 shares; 2025Q2: not loaded; 2025Q3: 428,945 shares 428,945 $1.88M 0.05% Timeline DFIC 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: 69,312 shares; 2024Q4: 69,397 shares; 2025Q1: 67,642 shares; 2025Q2: not loaded; 2025Q3: 58,223 shares 58,223 $1.88M 0.05% Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,208 shares; 2025Q1: 6,476 shares; 2025Q2: not loaded; 2025Q3: 7,301 shares 7,301 $1.87M 0.05% Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 25,220 shares; 2025Q2: not loaded; 2025Q3: 58,093 shares 58,093 $1.86M 0.05% 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: 561 shares; 2024Q4: 595 shares; 2025Q1: 731 shares; 2025Q2: not loaded; 2025Q3: 752 shares 752 $1.86M 0.05% Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,158 shares; 2025Q2: not loaded; 2025Q3: 11,363 shares 11,363 $1.86M 0.05% Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,626 shares; 2024Q4: 15,335 shares; 2025Q1: 16,503 shares; 2025Q2: not loaded; 2025Q3: 20,400 shares 20,400 $1.85M 0.05% 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: 24,066 shares; 2024Q4: 24,117 shares; 2025Q1: 26,141 shares; 2025Q2: not loaded; 2025Q3: 20,726 shares 20,726 $1.83M 0.05% Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,365 shares; 2025Q1: 2,320 shares; 2025Q2: not loaded; 2025Q3: 4,341 shares 4,341 $1.83M 0.04% Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,557 shares; 2025Q1: 17,631 shares; 2025Q2: not loaded; 2025Q3: 31,459 shares 31,459 $1.82M 0.04% Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,796 shares; 2025Q1: 7,449 shares; 2025Q2: not loaded; 2025Q3: 16,160 shares 16,160 $1.81M 0.04% Timeline IJJ 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: 13,838 shares; 2025Q2: not loaded; 2025Q3: 13,838 shares 13,838 $1.8M 0.04% Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,603 shares; 2024Q4: 29,328 shares; 2025Q1: 52,488 shares; 2025Q2: not loaded; 2025Q3: 82,527 shares 82,527 $1.8M 0.04% Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 903 shares; 2025Q1: 4,498 shares; 2025Q2: not loaded; 2025Q3: 5,748 shares 5,748 $1.8M 0.04% Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,049 shares; 2025Q1: 762 shares; 2025Q2: not loaded; 2025Q3: 5,274 shares 5,274 $1.79M 0.04% Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: not loaded; 2025Q3: 12,337 shares 12,337 $1.79M 0.04% Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,701 shares; 2024Q4: 12,357 shares; 2025Q1: 43,246 shares; 2025Q2: not loaded; 2025Q3: 29,809 shares 29,809 $1.78M 0.04% Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 9,530 shares; 2025Q2: not loaded; 2025Q3: 28,099 shares 28,099 $1.78M 0.04% 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: 5,840 shares; 2024Q4: 5,562 shares; 2025Q1: 6,352 shares; 2025Q2: not loaded; 2025Q3: 5,745 shares 5,745 $1.77M 0.04% Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 6,709 shares; 2025Q1: 11,379 shares; 2025Q2: not loaded; 2025Q3: 12,457 shares 12,457 $1.77M 0.04% 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: 133,466 shares; 2024Q4: 105,212 shares; 2025Q1: 121,953 shares; 2025Q2: not loaded; 2025Q3: 178,662 shares 178,662 $1.77M 0.04% Timeline CUBE CUBESMART More: the full row for CUBESMART 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: 24,612 shares; 2025Q2: not loaded; 2025Q3: 43,114 shares 43,114 $1.76M 0.04% Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,404 shares; 2024Q4: 124,404 shares; 2025Q1: 206,951 shares; 2025Q2: not loaded; 2025Q3: 124,661 shares 124,661 $1.76M 0.04% Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,588 shares; 2025Q2: not loaded; 2025Q3: 4,803 shares 4,803 $1.76M 0.04% Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,041 shares; 2025Q1: 6,354 shares; 2025Q2: not loaded; 2025Q3: 16,158 shares 16,158 $1.76M 0.04% Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 4,721 shares; 2025Q1: 5,092 shares; 2025Q2: not loaded; 2025Q3: 4,773 shares 4,773 $1.75M 0.04% Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,703 shares; 2024Q4: 9,013 shares; 2025Q1: 15,295 shares; 2025Q2: not loaded; 2025Q3: 9,299 shares 9,299 $1.75M 0.04% Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 7,569 shares; 2025Q1: 16,144 shares; 2025Q2: not loaded; 2025Q3: 21,770 shares 21,770 $1.75M 0.04% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,533 shares; 2025Q1: 2,251 shares; 2025Q2: not loaded; 2025Q3: 2,205 shares 2,205 $1.75M 0.04% Timeline DFAT 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: 34,155 shares; 2024Q4: 34,155 shares; 2025Q1: 35,665 shares; 2025Q2: not loaded; 2025Q3: 29,690 shares 29,690 $1.75M 0.04% Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,845 shares; 2025Q1: 5,089 shares; 2025Q2: not loaded; 2025Q3: 10,772 shares 10,772 $1.74M 0.04% Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 5,825 shares; 2025Q1: 6,521 shares; 2025Q2: not loaded; 2025Q3: 11,600 shares 11,600 $1.74M 0.04% Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 6,992 shares; 2025Q2: not loaded; 2025Q3: 41,870 shares 41,870 $1.74M 0.04% Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,027 shares; 2024Q4: 58,401 shares; 2025Q1: 58,467 shares; 2025Q2: not loaded; 2025Q3: 54,206 shares 54,206 $1.73M 0.04% Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 8,900 shares; 2025Q1: 21,007 shares; 2025Q2: not loaded; 2025Q3: 30,123 shares 30,123 $1.73M 0.04% Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 5,054 shares; 2025Q1: 9,013 shares; 2025Q2: not loaded; 2025Q3: 15,009 shares 15,009 $1.72M 0.04% 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: 15,033 shares; 2024Q4: 13,889 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 19,138 shares 19,138 $1.71M 0.04% Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 31,302 shares 31,302 $1.71M 0.04% Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,183 shares; 2025Q1: 9,962 shares; 2025Q2: not loaded; 2025Q3: 10,550 shares 10,550 $1.7M 0.04% Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,760 shares; 2025Q2: not loaded; 2025Q3: 66,324 shares 66,324 $1.7M 0.04% Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,160 shares; 2025Q2: not loaded; 2025Q3: 18,755 shares 18,755 $1.69M 0.04% Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,192 shares; 2025Q2: not loaded; 2025Q3: 47,882 shares 47,882 $1.68M 0.04% Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 458 shares; 2025Q1: 1,048 shares; 2025Q2: not loaded; 2025Q3: 2,013 shares 2,013 $1.68M 0.04% Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 6,306 shares; 2025Q1: 19,271 shares; 2025Q2: not loaded; 2025Q3: 46,156 shares 46,156 $1.68M 0.04% Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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 loaded; 2025Q3: 119,803 shares 119,803 $1.68M 0.04% Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 3,046 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 27,110 shares 27,110 $1.68M 0.04% Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,290 shares; 2024Q4: 21,300 shares; 2025Q1: 20,077 shares; 2025Q2: not loaded; 2025Q3: 22,565 shares 22,565 $1.66M 0.04% Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 9,424 shares; 2025Q1: 10,840 shares; 2025Q2: not loaded; 2025Q3: 10,967 shares 10,967 $1.66M 0.04% 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: 13,093 shares; 2024Q4: 13,051 shares; 2025Q1: 12,965 shares; 2025Q2: not loaded; 2025Q3: 10,846 shares 10,846 $1.65M 0.04% Timeline AZTA AZENTA INC More: the full row for AZENTA 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: 18,784 shares; 2025Q2: not loaded; 2025Q3: 53,707 shares 53,707 $1.64M 0.04% Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,391 shares; 2025Q1: 6,380 shares; 2025Q2: not loaded; 2025Q3: 5,140 shares 5,140 $1.64M 0.04% Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: not loaded; 2025Q3: 6,745 shares 6,745 $1.64M 0.04% Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,489 shares; 2025Q1: 22,273 shares; 2025Q2: not loaded; 2025Q3: 18,197 shares 18,197 $1.63M 0.04% Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,771 shares; 2024Q4: 94,228 shares; 2025Q1: 105,740 shares; 2025Q2: not loaded; 2025Q3: 79,603 shares 79,603 $1.61M 0.04% Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,234 shares; 2025Q1: 1,997 shares; 2025Q2: not loaded; 2025Q3: 2,604 shares 2,604 $1.61M 0.04% Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 15,375 shares; 2025Q2: not loaded; 2025Q3: 23,659 shares 23,659 $1.59M 0.04% 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: 25,601 shares; 2024Q4: 27,043 shares; 2025Q1: 15,168 shares; 2025Q2: not loaded; 2025Q3: 17,001 shares 17,001 $1.58M 0.04% 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: 67,765 shares; 2024Q4: 70,229 shares; 2025Q1: 71,422 shares; 2025Q2: not loaded; 2025Q3: 69,469 shares 69,469 $1.58M 0.04% Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,105 shares; 2024Q4: 100,616 shares; 2025Q1: 66,058 shares; 2025Q2: not loaded; 2025Q3: 66,024 shares 66,024 $1.57M 0.04% Timeline BBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 24,277 shares 24,277 $1.57M 0.04% Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG 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: 31,818 shares; 2025Q2: not loaded; 2025Q3: 48,135 shares 48,135 $1.57M 0.04% Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B 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: 34,543 shares; 2025Q2: not loaded; 2025Q3: 120,680 shares 120,680 $1.56M 0.04% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 21,151 shares; 2025Q1: 22,487 shares; 2025Q2: not loaded; 2025Q3: 16,562 shares 16,562 $1.56M 0.04% Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,300 shares; 2025Q1: 4,461 shares; 2025Q2: not loaded; 2025Q3: 10,708 shares 10,708 $1.55M 0.04% 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: 3,694 shares; 2024Q4: 3,714 shares; 2025Q1: 1,713 shares; 2025Q2: not loaded; 2025Q3: 2,557 shares 2,557 $1.54M 0.04% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: not loaded; 2025Q3: 25,000 shares 25,000 $1.54M 0.04% Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,514 shares; 2025Q1: 6,803 shares; 2025Q2: not loaded; 2025Q3: 5,758 shares 5,758 $1.53M 0.04% Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,693 shares; 2024Q4: 136,308 shares; 2025Q1: 119,942 shares; 2025Q2: not loaded; 2025Q3: 139,365 shares 139,365 $1.52M 0.04% Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,590 shares; 2024Q4: 161,495 shares; 2025Q1: 200,623 shares; 2025Q2: not loaded; 2025Q3: 183,574 shares 183,574 $1.51M 0.04% Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 3,867 shares; 2025Q1: 4,145 shares; 2025Q2: not loaded; 2025Q3: 10,178 shares 10,178 $1.51M 0.04% Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,121 shares; 2025Q1: 2,750 shares; 2025Q2: not loaded; 2025Q3: 3,110 shares 3,110 $1.48M 0.04% Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,980 shares; 2024Q4: 12,106 shares; 2025Q1: 14,479 shares; 2025Q2: not loaded; 2025Q3: 20,581 shares 20,581 $1.48M 0.04% Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,664 shares; 2025Q1: 4,602 shares; 2025Q2: not loaded; 2025Q3: 8,042 shares 8,042 $1.48M 0.04% Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,992 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 14,794 shares 14,794 $1.48M 0.04% Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 60,323 shares 60,323 $1.48M 0.04% Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5,965 shares 5,965 $1.47M 0.04% Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,647 shares; 2025Q1: 1,195 shares; 2025Q2: not loaded; 2025Q3: 2,528 shares 2,528 $1.47M 0.04% Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 6,207 shares; 2025Q1: 7,659 shares; 2025Q2: not loaded; 2025Q3: 8,667 shares 8,667 $1.47M 0.04% Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,276 shares; 2025Q1: 8,401 shares; 2025Q2: not loaded; 2025Q3: 10,063 shares 10,063 $1.46M 0.04% 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: not reported; 2024Q4: 3,669 shares; 2025Q1: 13,096 shares; 2025Q2: not loaded; 2025Q3: 10,912 shares 10,912 $1.46M 0.04% Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,049 shares; 2025Q1: 20,354 shares; 2025Q2: not loaded; 2025Q3: 52,316 shares 52,316 $1.46M 0.04% Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,511 shares; 2025Q1: 9,324 shares; 2025Q2: not loaded; 2025Q3: 16,070 shares 16,070 $1.45M 0.04% Timeline IDV 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: 39,236 shares; 2025Q2: not loaded; 2025Q3: 39,309 shares 39,309 $1.44M 0.04% Timeline FXI 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: 38,125 shares; 2024Q4: 38,125 shares; 2025Q1: 36,647 shares; 2025Q2: not loaded; 2025Q3: 36,647 shares 36,647 $1.43M 0.04% Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 4,154 shares; 2025Q1: 13,806 shares; 2025Q2: not loaded; 2025Q3: 18,808 shares 18,808 $1.42M 0.04% Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,927 shares; 2024Q4: 122,954 shares; 2025Q1: 141,712 shares; 2025Q2: not loaded; 2025Q3: 110,204 shares 110,204 $1.42M 0.04% Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,216 shares; 2024Q4: 18,936 shares; 2025Q1: 16,653 shares; 2025Q2: not loaded; 2025Q3: 10,213 shares 10,213 $1.42M 0.03% 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: 23,282 shares; 2024Q4: 26,898 shares; 2025Q1: 30,456 shares; 2025Q2: not loaded; 2025Q3: 22,063 shares 22,063 $1.42M 0.03% Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,014 shares; 2024Q4: 136,264 shares; 2025Q1: 133,367 shares; 2025Q2: not loaded; 2025Q3: 117,737 shares 117,737 $1.41M 0.03% Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,222 shares; 2024Q4: 91,222 shares; 2025Q1: 57,045 shares; 2025Q2: not loaded; 2025Q3: 46,105 shares 46,105 $1.41M 0.03% 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: 23,132 shares; 2024Q4: 22,616 shares; 2025Q1: 22,372 shares; 2025Q2: not loaded; 2025Q3: 31,668 shares 31,668 $1.41M 0.03% Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,774 shares; 2025Q1: 13,631 shares; 2025Q2: not loaded; 2025Q3: 17,636 shares 17,636 $1.4M 0.03% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,521 shares; 2024Q4: 23,712 shares; 2025Q1: 27,464 shares; 2025Q2: not loaded; 2025Q3: 18,093 shares 18,093 $1.4M 0.03% Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 17,853 shares; 2025Q1: 17,894 shares; 2025Q2: not loaded; 2025Q3: 17,745 shares 17,745 $1.4M 0.03% Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 3,034 shares; 2025Q2: not loaded; 2025Q3: 4,378 shares 4,378 $1.39M 0.03% 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: 3,670 shares; 2024Q4: 3,600 shares; 2025Q1: 4,425 shares; 2025Q2: not loaded; 2025Q3: 4,687 shares 4,687 $1.39M 0.03% 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: 6,588 shares; 2024Q4: 16,178 shares; 2025Q1: 23,197 shares; 2025Q2: not loaded; 2025Q3: 30,980 shares 30,980 $1.39M 0.03% Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,144 shares; 2025Q1: 5,078 shares; 2025Q2: not loaded; 2025Q3: 3,192 shares 3,192 $1.38M 0.03% Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,812 shares; 2025Q2: not loaded; 2025Q3: 9,477 shares 9,477 $1.38M 0.03% Timeline VSGX 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: 23,680 shares; 2024Q4: 17,866 shares; 2025Q1: 18,204 shares; 2025Q2: not loaded; 2025Q3: 20,404 shares 20,404 $1.38M 0.03% Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,645 shares; 2025Q1: 19,395 shares; 2025Q2: not loaded; 2025Q3: 21,933 shares 21,933 $1.38M 0.03% CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 25,974 shares; 2025Q1: 19,385 shares; 2025Q2: not loaded; 2025Q3: 20,904 shares 20,904 $1.36M 0.03% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,790 shares; 2024Q4: 16,611 shares; 2025Q1: 20,577 shares; 2025Q2: not loaded; 2025Q3: 21,245 shares 21,245 $1.36M 0.03% Timeline XLV 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: 13,747 shares; 2024Q4: 13,389 shares; 2025Q1: 13,239 shares; 2025Q2: not loaded; 2025Q3: 9,833 shares 9,833 $1.35M 0.03% Timeline PRI PRIMERICA INC More: the full row for PRIMERICA 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: 2,517 shares; 2025Q2: not loaded; 2025Q3: 4,987 shares 4,987 $1.35M 0.03% Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,950 shares; 2024Q4: 22,111 shares; 2025Q1: 29,384 shares; 2025Q2: not loaded; 2025Q3: 27,229 shares 27,229 $1.35M 0.03% Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,240 shares; 2024Q4: 47,683 shares; 2025Q1: 43,348 shares; 2025Q2: not loaded; 2025Q3: 43,311 shares 43,311 $1.35M 0.03% Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 1,243 shares; 2025Q1: 3,649 shares; 2025Q2: not loaded; 2025Q3: 4,829 shares 4,829 $1.34M 0.03% Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 2,631 shares; 2025Q2: not loaded; 2025Q3: 7,889 shares 7,889 $1.34M 0.03% Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 13,845 shares; 2025Q1: 10,930 shares; 2025Q2: not loaded; 2025Q3: 6,614 shares 6,614 $1.33M 0.03% Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 443 shares; 2025Q1: 413 shares; 2025Q2: not loaded; 2025Q3: 679 shares 679 $1.33M 0.03% Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,940 shares; 2025Q1: 33,309 shares; 2025Q2: not loaded; 2025Q3: 25,429 shares 25,429 $1.33M 0.03% Timeline BBCA 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: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: not loaded; 2025Q3: 15,585 shares 15,585 $1.32M 0.03% 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: 6,415 shares; 2024Q4: 6,874 shares; 2025Q1: 9,260 shares; 2025Q2: not loaded; 2025Q3: 6,800 shares 6,800 $1.32M 0.03% Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR 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: 14,088 shares; 2025Q2: not loaded; 2025Q3: 25,152 shares 25,152 $1.32M 0.03% Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,191 shares; 2024Q4: 45,382 shares; 2025Q1: 53,922 shares; 2025Q2: not loaded; 2025Q3: 63,662 shares 63,662 $1.32M 0.03% 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: 33,955 shares; 2024Q4: 46,187 shares; 2025Q1: 47,624 shares; 2025Q2: not loaded; 2025Q3: 28,944 shares 28,944 $1.31M 0.03% Timeline AN AUTONATION INC More: the full row for AUTONATION 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 loaded; 2025Q3: 5,973 shares 5,973 $1.31M 0.03% Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 11,699 shares; 2025Q1: 14,809 shares; 2025Q2: not loaded; 2025Q3: 21,296 shares 21,296 $1.31M 0.03% Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,254 shares; 2025Q1: 6,038 shares; 2025Q2: not loaded; 2025Q3: 6,248 shares 6,248 $1.3M 0.03% Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 947 shares; 2025Q1: 1,931 shares; 2025Q2: not loaded; 2025Q3: 2,701 shares 2,701 $1.29M 0.03% Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,616 shares; 2025Q1: 65,685 shares; 2025Q2: not loaded; 2025Q3: 65,232 shares 65,232 $1.29M 0.03% Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER 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: 937 shares; 2025Q2: not loaded; 2025Q3: 5,769 shares 5,769 $1.28M 0.03% Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,925 shares; 2025Q1: 5,897 shares; 2025Q2: not loaded; 2025Q3: 5,843 shares 5,843 $1.27M 0.03% Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,593 shares; 2024Q4: 70,941 shares; 2025Q1: 62,727 shares; 2025Q2: not loaded; 2025Q3: 75,367 shares 75,367 $1.27M 0.03% Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,285 shares; 2024Q4: 9,930 shares; 2025Q1: 12,390 shares; 2025Q2: not loaded; 2025Q3: 12,767 shares 12,767 $1.27M 0.03% Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,784 shares; 2024Q4: 42,908 shares; 2025Q1: 32,714 shares; 2025Q2: not loaded; 2025Q3: 37,253 shares 37,253 $1.26M 0.03% Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 149 shares; 2025Q2: not loaded; 2025Q3: 155 shares 155 $1.26M 0.03% Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,348 shares; 2024Q4: 8,796 shares; 2025Q1: 8,633 shares; 2025Q2: not loaded; 2025Q3: 11,118 shares 11,118 $1.25M 0.03% Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 13,654 shares; 2025Q1: 18,699 shares; 2025Q2: not loaded; 2025Q3: 20,278 shares 20,278 $1.25M 0.03% 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: 12,332 shares; 2024Q4: 17,466 shares; 2025Q1: 19,627 shares; 2025Q2: not loaded; 2025Q3: 19,046 shares 19,046 $1.25M 0.03% Timeline EMXC 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: 18,641 shares; 2024Q4: 19,230 shares; 2025Q1: 20,013 shares; 2025Q2: not loaded; 2025Q3: 19,718 shares 19,718 $1.25M 0.03% Timeline DFSU 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: 22,160 shares; 2024Q4: 20,260 shares; 2025Q1: 20,260 shares; 2025Q2: not loaded; 2025Q3: 30,260 shares 30,260 $1.25M 0.03% Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 5,971 shares; 2025Q1: 5,689 shares; 2025Q2: not loaded; 2025Q3: 4,660 shares 4,660 $1.25M 0.03% Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,528 shares; 2024Q4: 13,119 shares; 2025Q1: 12,939 shares; 2025Q2: not loaded; 2025Q3: 29,085 shares 29,085 $1.24M 0.03% 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: 48,771 shares; 2024Q4: 46,311 shares; 2025Q1: 54,847 shares; 2025Q2: not loaded; 2025Q3: 51,062 shares 51,062 $1.24M 0.03% Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,534 shares; 2025Q1: 4,565 shares; 2025Q2: not loaded; 2025Q3: 5,312 shares 5,312 $1.24M 0.03% 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: 2,157 shares; 2024Q4: 2,598 shares; 2025Q1: 2,013 shares; 2025Q2: not loaded; 2025Q3: 2,188 shares 2,188 $1.24M 0.03% Timeline