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: 10,631 shares; 2024Q4: 10,531 shares; 2025Q1: 10,415 shares; 2025Q2: 10,357 shares; 2025Q3: 10,090 shares 10,090 $5.23M 3.17% -267 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: 19,603 shares; 2024Q4: 19,425 shares; 2025Q1: 19,075 shares; 2025Q2: 18,463 shares; 2025Q3: 18,495 shares 18,495 $4.71M 2.85% +32 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: 17,711 shares; 2024Q4: 17,753 shares; 2025Q1: 17,508 shares; 2025Q2: 17,323 shares; 2025Q3: 17,258 shares 17,258 $3.79M 2.3% -65 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 8,958 shares; 2025Q1: 9,682 shares; 2025Q2: 10,739 shares; 2025Q3: 11,038 shares 11,038 $3.62M 2.19% +299 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: 19,273 shares; 2024Q4: 19,278 shares; 2025Q1: 18,046 shares; 2025Q2: 17,346 shares; 2025Q3: 16,131 shares 16,131 $3.5M 2.12% -1,215 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: 37,255 shares; 2024Q4: 37,365 shares; 2025Q1: 37,385 shares; 2025Q2: 35,950 shares; 2025Q3: 35,585 shares 35,585 $3.4M 2.06% -365 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: 67,317 shares; 2024Q4: 65,550 shares; 2025Q1: 67,400 shares; 2025Q2: 68,100 shares; 2025Q3: 67,665 shares 67,665 $3.27M 1.98% -435 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: 18,178 shares; 2024Q4: 17,563 shares; 2025Q1: 17,953 shares; 2025Q2: 14,788 shares; 2025Q3: 13,333 shares 13,333 $3.24M 1.96% -1,455 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: 15,247 shares; 2024Q4: 15,097 shares; 2025Q1: 14,883 shares; 2025Q2: 13,788 shares; 2025Q3: 10,855 shares 10,855 $3.05M 1.85% -2,933 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: 13,647 shares; 2024Q4: 13,772 shares; 2025Q1: 13,827 shares; 2025Q2: 14,232 shares; 2025Q3: 14,602 shares 14,602 $2.99M 1.81% +370 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: 7,164 shares; 2024Q4: 7,099 shares; 2025Q1: 6,904 shares; 2025Q2: 6,884 shares; 2025Q3: 6,659 shares 6,659 $2.81M 1.7% -225 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: 22,310 shares; 2024Q4: 22,595 shares; 2025Q1: 22,235 shares; 2025Q2: 21,755 shares; 2025Q3: 21,205 shares 21,205 $2.72M 1.65% -550 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: 6,415 shares; 2024Q4: 6,115 shares; 2025Q1: 6,120 shares; 2025Q2: 5,580 shares; 2025Q3: 5,576 shares 5,576 $2.66M 1.61% -4 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: 40,248 shares; 2024Q4: 40,608 shares; 2025Q1: 39,648 shares; 2025Q2: 37,798 shares; 2025Q3: 37,444 shares 37,444 $2.56M 1.55% -354 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 10,726 shares; 2025Q1: 10,563 shares; 2025Q2: 9,588 shares; 2025Q3: 9,568 shares 9,568 $2.38M 1.44% -20 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: 14,923 shares; 2024Q4: 14,573 shares; 2025Q1: 14,213 shares; 2025Q2: 12,130 shares; 2025Q3: 12,115 shares 12,115 $2.37M 1.43% -15 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: 13,562 shares; 2024Q4: 13,672 shares; 2025Q1: 13,751 shares; 2025Q2: 13,701 shares; 2025Q3: 13,766 shares 13,766 $2.32M 1.41% +65 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 7,862 shares; 2025Q1: 7,732 shares; 2025Q2: 7,667 shares; 2025Q3: 7,612 shares 7,612 $2.27M 1.38% -55 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: 4,635 shares; 2024Q4: 4,322 shares; 2025Q1: 3,326 shares; 2025Q2: 3,204 shares; 2025Q3: 3,070 shares 3,070 $2.25M 1.37% -134 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,350 shares; 2025Q1: 27,002 shares; 2025Q2: 26,290 shares; 2025Q3: 26,167 shares 26,167 $2.24M 1.36% -123 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,776 shares; 2024Q4: 9,601 shares; 2025Q1: 9,382 shares; 2025Q2: 8,871 shares; 2025Q3: 8,586 shares 8,586 $2.23M 1.35% -285 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: 21,884 shares; 2024Q4: 22,024 shares; 2025Q1: 22,059 shares; 2025Q2: 22,154 shares; 2025Q3: 22,369 shares 22,369 $2.13M 1.29% +215 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: 22,184 shares; 2024Q4: 21,397 shares; 2025Q1: 21,300 shares; 2025Q2: 20,485 shares; 2025Q3: 20,270 shares 20,270 $1.99M 1.21% -215 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: 11,253 shares; 2024Q4: 11,213 shares; 2025Q1: 10,918 shares; 2025Q2: 10,643 shares; 2025Q3: 10,608 shares 10,608 $1.99M 1.21% -35 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,580 shares; 2024Q4: 20,205 shares; 2025Q1: 25,625 shares; 2025Q2: 26,100 shares; 2025Q3: 26,555 shares 26,555 $1.99M 1.2% +455 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,882 shares; 2024Q4: 15,987 shares; 2025Q1: 16,187 shares; 2025Q2: 16,127 shares; 2025Q3: 14,230 shares 14,230 $1.88M 1.14% -1,897 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,266 shares; 2024Q4: 81,626 shares; 2025Q1: 83,481 shares; 2025Q2: 99,381 shares; 2025Q3: 102,931 shares 102,931 $1.83M 1.11% +3,550 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: 13,153 shares; 2024Q4: 13,443 shares; 2025Q1: 13,693 shares; 2025Q2: 12,983 shares; 2025Q3: 13,812 shares 13,812 $1.81M 1.1% +829 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,184 shares; 2024Q4: 34,774 shares; 2025Q1: 31,670 shares; 2025Q2: 30,670 shares; 2025Q3: 30,855 shares 30,855 $1.81M 1.1% +185 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: 9,907 shares; 2024Q4: 10,142 shares; 2025Q1: 10,162 shares; 2025Q2: 9,687 shares; 2025Q3: 9,607 shares 9,607 $1.78M 1.08% -80 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: 10,404 shares; 2024Q4: 10,429 shares; 2025Q1: 10,429 shares; 2025Q2: 10,434 shares; 2025Q3: 10,626 shares 10,626 $1.77M 1.07% +192 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: 23,670 shares; 2024Q4: 23,825 shares; 2025Q1: 25,420 shares; 2025Q2: 25,045 shares; 2025Q3: 25,985 shares 25,985 $1.74M 1.06% +940 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: 35,319 shares; 2024Q4: 35,469 shares; 2025Q1: 34,369 shares; 2025Q2: 34,544 shares; 2025Q3: 36,663 shares 36,663 $1.73M 1.05% +2,119 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,050 shares; 2024Q4: 25,555 shares; 2025Q1: 26,630 shares; 2025Q2: 27,240 shares; 2025Q3: 26,865 shares 26,865 $1.73M 1.05% -375 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,761 shares; 2024Q4: 61,686 shares; 2025Q1: 61,286 shares; 2025Q2: 60,161 shares; 2025Q3: 60,111 shares 60,111 $1.7M 1.03% -50 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,469 shares; 2025Q1: 7,479 shares; 2025Q2: 7,662 shares; 2025Q3: 7,812 shares 7,812 $1.69M 1.03% +150 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,782 shares; 2024Q4: 24,512 shares; 2025Q1: 24,687 shares; 2025Q2: 24,617 shares; 2025Q3: 24,742 shares 24,742 $1.66M 1.01% +125 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: 59,909 shares; 2024Q4: 63,144 shares; 2025Q1: 64,409 shares; 2025Q2: 63,369 shares; 2025Q3: 64,749 shares 64,749 $1.65M 1% +1,380 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 11,880 shares; 2025Q1: 11,800 shares; 2025Q2: 9,943 shares; 2025Q3: 9,911 shares 9,911 $1.65M 1% -32 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: 20,355 shares; 2024Q4: 20,360 shares; 2025Q1: 20,220 shares; 2025Q2: 19,720 shares; 2025Q3: 19,730 shares 19,730 $1.63M 0.98% +10 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 8,797 shares 8,797 $1.62M 0.98% -183 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: 20,951 shares; 2024Q4: 20,981 shares; 2025Q1: 20,836 shares; 2025Q2: 19,336 shares; 2025Q3: 18,696 shares 18,696 $1.62M 0.98% -640 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 2,682 shares 2,682 $1.56M 0.94% +155 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: 9,700 shares; 2024Q4: 11,480 shares; 2025Q1: 11,925 shares; 2025Q2: 12,215 shares; 2025Q3: 12,745 shares 12,745 $1.55M 0.94% +530 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,060 shares; 2024Q4: 29,060 shares; 2025Q1: 28,710 shares; 2025Q2: 26,080 shares; 2025Q3: 26,210 shares 26,210 $1.5M 0.91% +130 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 7,799 shares; 2025Q1: 7,839 shares; 2025Q2: 7,549 shares; 2025Q3: 7,121 shares 7,121 $1.48M 0.9% -428 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 22,845 shares; 2025Q1: 22,930 shares; 2025Q2: 22,040 shares; 2025Q3: 22,580 shares 22,580 $1.48M 0.9% +540 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: 15,200 shares; 2024Q4: 15,135 shares; 2025Q1: 15,635 shares; 2025Q2: 15,585 shares; 2025Q3: 15,470 shares 15,470 $1.46M 0.89% -115 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,505 shares 46,505 $1.45M 0.88% new 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: 17,925 shares; 2024Q4: 18,225 shares; 2025Q1: 18,325 shares; 2025Q2: 18,325 shares; 2025Q3: 23,218 shares 23,218 $1.45M 0.88% +4,893 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 5,875 shares; 2025Q2: 5,230 shares; 2025Q3: 4,858 shares 4,858 $1.4M 0.85% -372 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: 4,387 shares; 2024Q4: 4,412 shares; 2025Q1: 4,546 shares; 2025Q2: 4,671 shares; 2025Q3: 4,685 shares 4,685 $1.39M 0.84% +14 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: 3,322 shares; 2024Q4: 3,307 shares; 2025Q1: 3,307 shares; 2025Q2: 3,359 shares; 2025Q3: 3,359 shares 3,359 $1.36M 0.82% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 10,373 shares; 2025Q1: 10,473 shares; 2025Q2: 10,353 shares; 2025Q3: 10,543 shares 10,543 $1.36M 0.82% +190 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 8,645 shares; 2025Q1: 15,092 shares; 2025Q2: 16,237 shares; 2025Q3: 17,887 shares 17,887 $1.36M 0.82% +1,650 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,010 shares 16,010 $1.35M 0.82% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: not reported; 2025Q2: 13,235 shares; 2025Q3: 13,190 shares 13,190 $1.33M 0.81% -45 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,150 shares; 2025Q1: 24,255 shares; 2025Q2: 24,730 shares; 2025Q3: 25,830 shares 25,830 $1.33M 0.8% +1,100 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,719 shares; 2024Q4: 4,719 shares; 2025Q1: 4,714 shares; 2025Q2: 4,509 shares; 2025Q3: 4,509 shares 4,509 $1.3M 0.79% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,910 shares; 2024Q4: 52,035 shares; 2025Q1: 51,835 shares; 2025Q2: 52,550 shares; 2025Q3: 55,030 shares 55,030 $1.3M 0.79% +2,480 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: 10,385 shares; 2024Q4: 10,465 shares; 2025Q1: 10,535 shares; 2025Q2: 9,498 shares; 2025Q3: 9,558 shares 9,558 $1.29M 0.78% +60 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,620 shares; 2025Q2: 13,576 shares; 2025Q3: 15,461 shares 15,461 $1.29M 0.78% +1,885 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 28,825 shares; 2025Q1: 29,325 shares; 2025Q2: 26,775 shares; 2025Q3: 22,165 shares 22,165 $1.28M 0.77% -4,610 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 11,355 shares; 2025Q1: 11,845 shares; 2025Q2: 13,162 shares; 2025Q3: 15,232 shares 15,232 $1.27M 0.77% +2,070 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: 8,157 shares; 2024Q4: 8,182 shares; 2025Q1: 8,322 shares; 2025Q2: 8,177 shares; 2025Q3: 8,135 shares 8,135 $1.26M 0.77% -42 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 15,315 shares; 2025Q1: 15,396 shares; 2025Q2: 15,356 shares; 2025Q3: 16,032 shares 16,032 $1.23M 0.75% +676 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,170 shares; 2024Q4: 56,770 shares; 2025Q1: 56,770 shares; 2025Q2: 54,970 shares; 2025Q3: 56,230 shares 56,230 $1.23M 0.74% +1,260 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,925 shares; 2024Q4: 20,555 shares; 2025Q1: 20,875 shares; 2025Q2: 18,430 shares; 2025Q3: 19,125 shares 19,125 $1.2M 0.73% +695 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: 7,501 shares; 2024Q4: 7,486 shares; 2025Q1: 5,896 shares; 2025Q2: 5,001 shares; 2025Q3: 5,006 shares 5,006 $1.18M 0.72% +5 Timeline GO GROCERY OUTLET HLDG CORP More: the full row for GROCERY OUTLET HLDG 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: 63,100 shares; 2025Q3: 73,465 shares 73,465 $1.18M 0.71% +10,365 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,066 shares; 2025Q1: 6,771 shares; 2025Q2: 6,791 shares; 2025Q3: 7,031 shares 7,031 $1.17M 0.71% +240 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,405 shares; 2025Q1: 15,910 shares; 2025Q2: 17,315 shares; 2025Q3: 15,620 shares 15,620 $1.16M 0.7% -1,695 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,518 shares; 2024Q4: 22,898 shares; 2025Q1: 24,287 shares; 2025Q2: 25,412 shares; 2025Q3: 33,206 shares 33,206 $1.11M 0.67% +7,794 Timeline 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: 17,243 shares; 2024Q4: 17,543 shares; 2025Q1: 17,793 shares; 2025Q2: 17,718 shares; 2025Q3: 18,433 shares 18,433 $1.1M 0.67% +715 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,495 shares; 2025Q1: 2,410 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares 2,180 $1.1M 0.66% 0 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: 15,100 shares; 2024Q4: 14,420 shares; 2025Q1: 14,420 shares; 2025Q2: 14,407 shares; 2025Q3: 12,747 shares 12,747 $1.07M 0.65% -1,660 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 10,014 shares; 2025Q1: 10,084 shares; 2025Q2: 10,219 shares; 2025Q3: 10,959 shares 10,959 $1.02M 0.62% +740 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 9,310 shares; 2025Q1: 9,275 shares; 2025Q2: 8,975 shares; 2025Q3: 8,980 shares 8,980 $1.02M 0.62% +5 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: 3,957 shares; 2024Q4: 4,012 shares; 2025Q1: 3,977 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares 3,977 $999K 0.61% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,967 shares; 2024Q4: 27,747 shares; 2025Q1: 27,872 shares; 2025Q2: 22,487 shares; 2025Q3: 22,227 shares 22,227 $958K 0.58% -260 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,235 shares 12,235 $930K 0.56% new 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: 3,478 shares; 2024Q4: 3,458 shares; 2025Q1: 3,283 shares; 2025Q2: 3,283 shares; 2025Q3: 2,884 shares 2,884 $910K 0.55% -399 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 14,695 shares; 2025Q2: 13,665 shares; 2025Q3: 16,160 shares 16,160 $859K 0.52% +2,495 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,938 shares; 2024Q4: 52,638 shares; 2025Q1: 51,988 shares; 2025Q2: 57,688 shares; 2025Q3: 65,063 shares 65,063 $781K 0.47% +7,375 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.46% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 1,955 shares; 2025Q3: 1,988 shares 1,988 $744K 0.45% +33 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: 22,626 shares; 2024Q4: 22,626 shares; 2025Q1: 22,566 shares; 2025Q2: 22,566 shares; 2025Q3: 22,226 shares 22,226 $695K 0.42% -340 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: 6,950 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 6,142 shares; 2025Q3: 5,642 shares 5,642 $668K 0.4% -500 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,901 shares; 2025Q3: 2,413 shares 2,413 $658K 0.4% +512 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,600 shares; 2024Q4: 47,125 shares; 2025Q1: 25,320 shares; 2025Q2: 29,715 shares; 2025Q3: 23,480 shares 23,480 $582K 0.35% -6,235 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: 842 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 842 shares 842 $513K 0.31% 0 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: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 1,034 shares 1,034 $496K 0.3% +270 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: not reported; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares 3,215 $453K 0.27% 0 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: 19,790 shares; 2024Q4: 19,650 shares; 2025Q1: 19,635 shares; 2025Q2: 20,628 shares; 2025Q3: 5,235 shares 5,235 $443K 0.27% -15,393 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 14,805 shares; 2025Q1: 14,885 shares; 2025Q2: 14,924 shares; 2025Q3: 14,924 shares 14,924 $434K 0.26% 0 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: 647 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares 647 $431K 0.26% 0 Timeline SPYV 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: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 7,400 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares 7,275 $403K 0.24% 0 Timeline USFR 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: 9,708 shares; 2024Q4: 11,198 shares; 2025Q1: 13,462 shares; 2025Q2: 14,922 shares; 2025Q3: 7,591 shares 7,591 $382K 0.23% -7,331 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 5,770 shares; 2025Q2: 6,193 shares; 2025Q3: 6,844 shares 6,844 $335K 0.2% +651 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: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares 2,931 $330K 0.2% 0 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: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,302 shares; 2025Q3: 2,374 shares 2,374 $318K 0.19% +72 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares 2,760 $306K 0.19% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454 shares 454 $304K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,473 shares 1,473 $275K 0.17% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 3,583 shares; 2025Q1: 3,534 shares; 2025Q2: 3,534 shares; 2025Q3: 3,480 shares 3,480 $275K 0.17% -54 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: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares 1,314 $249K 0.15% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares 678 $241K 0.15% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 12,464 shares; 2025Q1: 12,464 shares; 2025Q2: 12,464 shares; 2025Q3: 8,618 shares 8,618 $240K 0.15% -3,846 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: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,542 shares; 2025Q3: 3,476 shares 3,476 $230K 0.14% -66 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $222K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $215K 0.13% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,085 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 988 shares 988 $212K 0.13% -50 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: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 270 shares 270 $209K 0.13% new 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: 1,060 shares; 2024Q4: 1,010 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 960 shares 960 $202K 0.12% -35 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: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,249 shares; 2025Q2: not reported; 2025Q3: 1,313 shares 1,313 $202K 0.12% new Timeline