OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,943 shares; 2024Q4: 500,001 shares; 2025Q1: 930,012 shares; 2025Q2: 930,138 shares; 2025Q3: 1,930,792 shares 1,930,792 $109M 7.49% +1,000,654 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: 839,626 shares; 2024Q4: 841,615 shares; 2025Q1: 842,165 shares; 2025Q2: 842,447 shares; 2025Q3: 843,764 shares 843,764 $85.6M 5.88% +1,317 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: 16,645 shares; 2024Q4: 9,788 shares; 2025Q1: 10,658 shares; 2025Q2: 16,063 shares; 2025Q3: 106,687 shares 106,687 $65.3M 4.49% +90,624 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: 308,914 shares; 2024Q4: 304,780 shares; 2025Q1: 234,848 shares; 2025Q2: 184,851 shares; 2025Q3: 184,881 shares 184,881 $55.6M 3.82% +30 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: 160,199 shares; 2024Q4: 169,357 shares; 2025Q1: 167,219 shares; 2025Q2: 165,222 shares; 2025Q3: 1,158,516 shares 1,158,516 $52.4M 3.6% +993,294 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: 235,902 shares; 2024Q4: 264,441 shares; 2025Q1: 250,472 shares; 2025Q2: 252,508 shares; 2025Q3: 941,508 shares 941,508 $48.6M 3.34% +689,000 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: 264,230 shares; 2024Q4: 264,039 shares; 2025Q1: 314,818 shares; 2025Q2: 269,407 shares; 2025Q3: 269,146 shares 269,146 $45M 3.09% -261 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: 42,965 shares; 2024Q4: 68,445 shares; 2025Q1: 74,157 shares; 2025Q2: 63,328 shares; 2025Q3: 65,933 shares 65,933 $44.1M 3.03% +2,605 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: 202,469 shares; 2024Q4: 203,121 shares; 2025Q1: 203,196 shares; 2025Q2: 203,261 shares; 2025Q3: 203,804 shares 203,804 $32.4M 2.23% +543 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: 48,973 shares; 2024Q4: 46,952 shares; 2025Q1: 48,585 shares; 2025Q2: 45,976 shares; 2025Q3: 53,898 shares 53,898 $27.9M 1.92% +7,922 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: 498,356 shares; 2024Q4: 500,718 shares; 2025Q1: 500,598 shares; 2025Q2: 497,845 shares; 2025Q3: 523,113 shares 523,113 $27M 1.85% +25,268 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: 306,911 shares; 2024Q4: 312,620 shares; 2025Q1: 312,591 shares; 2025Q2: 312,446 shares; 2025Q3: 311,830 shares 311,830 $26.1M 1.8% -616 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: 42,569 shares; 2024Q4: 37,451 shares; 2025Q1: 39,780 shares; 2025Q2: 40,898 shares; 2025Q3: 42,570 shares 42,570 $25.6M 1.76% +1,672 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243,304 shares; 2024Q4: 921,711 shares; 2025Q1: 2,074,944 shares; 2025Q2: 2,124,944 shares; 2025Q3: 2,124,280 shares 2,124,280 $24.5M 1.69% -664 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: 103,416 shares; 2024Q4: 106,193 shares; 2025Q1: 106,090 shares; 2025Q2: 106,540 shares; 2025Q3: 108,144 shares 108,144 $21.7M 1.49% +1,604 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: 68,073 shares; 2024Q4: 69,008 shares; 2025Q1: 69,196 shares; 2025Q2: 68,781 shares; 2025Q3: 80,974 shares 80,974 $19.7M 1.35% +12,193 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,399 shares; 2024Q4: 554,235 shares; 2025Q1: 575,989 shares; 2025Q2: 521,597 shares; 2025Q3: 587,142 shares 587,142 $18.7M 1.29% +65,545 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: 90,142 shares; 2024Q4: 80,101 shares; 2025Q1: 85,981 shares; 2025Q2: 85,711 shares; 2025Q3: 84,149 shares 84,149 $18.5M 1.27% -1,562 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,415 shares; 2024Q4: 271,415 shares; 2025Q1: 271,415 shares; 2025Q2: 271,415 shares; 2025Q3: 271,415 shares 271,415 $17.1M 1.17% 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: 13,045 shares; 2024Q4: 6,446 shares; 2025Q1: 6,013 shares; 2025Q2: 5,787 shares; 2025Q3: 25,547 shares 25,547 $17M 1.17% +19,760 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,150 shares; 2024Q4: 1,154,811 shares; 2025Q1: 1,155,058 shares; 2025Q2: 1,355,948 shares; 2025Q3: 1,354,713 shares 1,354,713 $16.2M 1.11% -1,235 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: 11,920 shares; 2024Q4: 13,244 shares; 2025Q1: 18,154 shares; 2025Q2: 19,205 shares; 2025Q3: 20,312 shares 20,312 $14.9M 1.02% +1,107 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: 41,100 shares; 2024Q4: 65,633 shares; 2025Q1: 65,753 shares; 2025Q2: 66,132 shares; 2025Q3: 72,888 shares 72,888 $14.8M 1.02% +6,756 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: 225,151 shares; 2024Q4: 223,329 shares; 2025Q1: 221,279 shares; 2025Q2: 320,694 shares; 2025Q3: 323,381 shares 323,381 $14.2M 0.98% +2,687 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: 625 shares; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: not reported; 2025Q3: 21,264 shares 21,264 $13M 0.89% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,813 shares; 2024Q4: 166,080 shares; 2025Q1: 165,861 shares; 2025Q2: 136,049 shares; 2025Q3: 138,585 shares 138,585 $12.3M 0.85% +2,536 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: 97,516 shares; 2024Q4: 103,149 shares; 2025Q1: 102,395 shares; 2025Q2: 100,194 shares; 2025Q3: 104,845 shares 104,845 $11.8M 0.81% +4,651 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: 11,543 shares; 2024Q4: 12,582 shares; 2025Q1: 13,915 shares; 2025Q2: 29,843 shares; 2025Q3: 34,838 shares 34,838 $11.4M 0.79% +4,995 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: 36,068 shares; 2024Q4: 30,770 shares; 2025Q1: 32,123 shares; 2025Q2: 31,079 shares; 2025Q3: 794,932 shares 794,932 $10.9M 0.75% +763,853 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: 168,230 shares; 2024Q4: 164,285 shares; 2025Q1: 318,792 shares; 2025Q2: 328,655 shares; 2025Q3: 323,569 shares 323,569 $10.9M 0.75% -5,086 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: 252,758 shares; 2024Q4: 254,873 shares; 2025Q1: 254,988 shares; 2025Q2: 255,143 shares; 2025Q3: 255,285 shares 255,285 $10M 0.69% +142 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: 63,980 shares; 2024Q4: 60,047 shares; 2025Q1: 813,768 shares; 2025Q2: 774,976 shares; 2025Q3: 759,375 shares 759,375 $9.7M 0.67% -15,601 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 33,505 shares; 2025Q1: 44,494 shares; 2025Q2: 43,532 shares; 2025Q3: 43,906 shares 43,906 $9.48M 0.65% +374 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: 51,902 shares; 2024Q4: 63,616 shares; 2025Q1: 72,406 shares; 2025Q2: 72,718 shares; 2025Q3: 78,764 shares 78,764 $9.36M 0.64% +6,046 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 180,155 shares 180,155 $9.36M 0.64% new 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: 37,009 shares; 2024Q4: 47,716 shares; 2025Q1: 47,674 shares; 2025Q2: 47,017 shares; 2025Q3: 47,030 shares 47,030 $9.21M 0.63% +13 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: 18,269 shares; 2024Q4: 17,547 shares; 2025Q1: 18,709 shares; 2025Q2: 17,808 shares; 2025Q3: 18,444 shares 18,444 $8.64M 0.59% +636 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: 289,465 shares; 2024Q4: 295,891 shares; 2025Q1: 296,512 shares; 2025Q2: 295,415 shares; 2025Q3: 292,950 shares 292,950 $8.27M 0.57% -2,465 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: 16,978 shares; 2024Q4: 20,041 shares; 2025Q1: 20,876 shares; 2025Q2: 19,264 shares; 2025Q3: 17,372 shares 17,372 $7.73M 0.53% -1,892 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,000 shares; 2024Q4: 600,000 shares; 2025Q1: 600,000 shares; 2025Q2: 600,000 shares; 2025Q3: 600,000 shares 600,000 $7.33M 0.5% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,783 shares; 2024Q4: 205,325 shares; 2025Q1: 204,390 shares; 2025Q2: 204,390 shares; 2025Q3: 204,390 shares 204,390 $7.24M 0.5% 0 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: 14,924 shares; 2024Q4: 26,146 shares; 2025Q1: 26,420 shares; 2025Q2: 26,440 shares; 2025Q3: 32,850 shares 32,850 $6.69M 0.46% +6,410 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: 5,914 shares; 2024Q4: 6,802 shares; 2025Q1: 72,705 shares; 2025Q2: 60,899 shares; 2025Q3: 67,298 shares 67,298 $6.59M 0.45% +6,399 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: 14,298 shares; 2024Q4: 18,833 shares; 2025Q1: 21,676 shares; 2025Q2: 19,514 shares; 2025Q3: 19,578 shares 19,578 $6.47M 0.44% +64 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: 9,929 shares; 2024Q4: 10,736 shares; 2025Q1: 10,812 shares; 2025Q2: 10,018 shares; 2025Q3: 11,737 shares 11,737 $5.9M 0.41% +1,719 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,585 shares 196,585 $5.82M 0.4% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,490 shares; 2024Q4: 19,437 shares; 2025Q1: 19,133 shares; 2025Q2: 21,463 shares; 2025Q3: 23,693 shares 23,693 $5.73M 0.39% +2,230 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: 49,636 shares; 2024Q4: 46,456 shares; 2025Q1: 15,420 shares; 2025Q2: 14,915 shares; 2025Q3: 18,029 shares 18,029 $5.69M 0.39% +3,114 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: 32,339 shares; 2025Q1: 33,887 shares; 2025Q2: 39,181 shares; 2025Q3: 37,489 shares 37,489 $5.46M 0.38% -1,692 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: 150,365 shares; 2024Q4: 134,632 shares; 2025Q1: 119,281 shares; 2025Q2: 117,054 shares; 2025Q3: 120,765 shares 120,765 $5.45M 0.37% +3,711 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: 1,980 shares; 2024Q4: 3,276 shares; 2025Q1: 4,042 shares; 2025Q2: 3,217 shares; 2025Q3: 3,859 shares 3,859 $4.63M 0.32% +642 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: 55,177 shares; 2024Q4: 44,260 shares; 2025Q1: 42,884 shares; 2025Q2: 53,575 shares; 2025Q3: 76,877 shares 76,877 $4.61M 0.32% +23,302 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 2,084 shares; 2025Q1: 1,909 shares; 2025Q2: 1,931 shares; 2025Q3: 4,698 shares 4,698 $4.35M 0.3% +2,767 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: 2,741 shares; 2024Q4: 5,676 shares; 2025Q1: 5,474 shares; 2025Q2: 5,186 shares; 2025Q3: 5,694 shares 5,694 $4.34M 0.3% +508 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: 49,374 shares; 2024Q4: 43,186 shares; 2025Q1: 47,097 shares; 2025Q2: 46,874 shares; 2025Q3: 62,702 shares 62,702 $4.29M 0.29% +15,828 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: 22,449 shares; 2024Q4: 25,541 shares; 2025Q1: 25,767 shares; 2025Q2: 29,867 shares; 2025Q3: 29,729 shares 29,729 $4.14M 0.28% -138 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: 55,742 shares; 2024Q4: 150,810 shares; 2025Q1: 150,035 shares; 2025Q2: 149,698 shares; 2025Q3: 154,627 shares 154,627 $3.94M 0.27% +4,929 Timeline BIL 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: 38,363 shares; 2024Q4: 21,990 shares; 2025Q1: 37,016 shares; 2025Q2: 35,055 shares; 2025Q3: 42,541 shares 42,541 $3.9M 0.27% +7,486 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: 10,331 shares; 2024Q4: 10,355 shares; 2025Q1: 10,375 shares; 2025Q2: 10,395 shares; 2025Q3: 10,241 shares 10,241 $3.88M 0.27% -154 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: 6,585 shares; 2024Q4: 4,345 shares; 2025Q1: 4,392 shares; 2025Q2: 4,935 shares; 2025Q3: 5,122 shares 5,122 $3.82M 0.26% +187 Timeline VIOO 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: 33,832 shares; 2024Q4: 34,331 shares; 2025Q1: 34,331 shares; 2025Q2: 34,331 shares; 2025Q3: 34,331 shares 34,331 $3.79M 0.26% 0 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: 12,545 shares; 2024Q4: 11,039 shares; 2025Q1: 11,017 shares; 2025Q2: 10,365 shares; 2025Q3: 11,099 shares 11,099 $3.79M 0.26% +734 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares 85,000 $3.66M 0.25% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,112 shares; 2024Q4: 5,231 shares; 2025Q1: 4,966 shares; 2025Q2: 4,971 shares; 2025Q3: 6,414 shares 6,414 $3.65M 0.25% +1,443 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: 21,100 shares; 2024Q4: 21,040 shares; 2025Q1: 19,424 shares; 2025Q2: 15,875 shares; 2025Q3: 23,387 shares 23,387 $3.63M 0.25% +7,512 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,962 shares; 2025Q1: 6,199 shares; 2025Q2: 5,182 shares; 2025Q3: 9,876 shares 9,876 $3.51M 0.24% +4,694 Timeline DOW DOW HLDGS INC More: the full row for DOW 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: 33,256 shares; 2025Q1: 63,273 shares; 2025Q2: 122,571 shares; 2025Q3: 152,699 shares 152,699 $3.5M 0.24% +30,128 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: 20,007 shares; 2024Q4: 24,217 shares; 2025Q1: 23,472 shares; 2025Q2: 23,345 shares; 2025Q3: 23,239 shares 23,239 $3.45M 0.24% -106 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,692 shares; 2024Q4: 51,437 shares; 2025Q1: 51,437 shares; 2025Q2: 52,170 shares; 2025Q3: 52,170 shares 52,170 $3.39M 0.23% 0 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: 22,992 shares; 2024Q4: 25,888 shares; 2025Q1: 32,270 shares; 2025Q2: 28,627 shares; 2025Q3: 31,396 shares 31,396 $3.24M 0.22% +2,769 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: 150,000 shares; 2024Q4: 150,000 shares; 2025Q1: 150,000 shares; 2025Q2: 250,000 shares; 2025Q3: 250,000 shares 250,000 $3.17M 0.22% 0 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: 20,590 shares; 2025Q1: 23,127 shares; 2025Q2: 25,445 shares; 2025Q3: 23,443 shares 23,443 $3.14M 0.22% -2,002 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,477 shares; 2025Q3: 207,936 shares 207,936 $3.05M 0.21% -541 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: 12,753 shares; 2024Q4: 16,213 shares; 2025Q1: 18,341 shares; 2025Q2: 17,359 shares; 2025Q3: 16,290 shares 16,290 $2.97M 0.2% -1,069 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: 62,424 shares; 2024Q4: 126,887 shares; 2025Q1: 126,373 shares; 2025Q2: 127,197 shares; 2025Q3: 127,197 shares 127,197 $2.96M 0.2% 0 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: 6,058 shares; 2024Q4: 7,811 shares; 2025Q1: 6,754 shares; 2025Q2: 7,371 shares; 2025Q3: 10,374 shares 10,374 $2.92M 0.2% +3,003 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: 8,363 shares; 2024Q4: 8,364 shares; 2025Q1: 7,980 shares; 2025Q2: 7,956 shares; 2025Q3: 7,957 shares 7,957 $2.91M 0.2% +1 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: 15,824 shares; 2024Q4: 13,777 shares; 2025Q1: 13,709 shares; 2025Q2: 12,367 shares; 2025Q3: 15,262 shares 15,262 $2.83M 0.19% +2,895 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: 6,546 shares; 2024Q4: 11,964 shares; 2025Q1: 14,876 shares; 2025Q2: 12,434 shares; 2025Q3: 12,164 shares 12,164 $2.82M 0.19% -270 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,695 shares; 2024Q4: 102,475 shares; 2025Q1: 102,478 shares; 2025Q2: 102,835 shares; 2025Q3: 102,887 shares 102,887 $2.71M 0.19% +52 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: 5,590 shares; 2024Q4: 5,824 shares; 2025Q1: 5,354 shares; 2025Q2: 5,329 shares; 2025Q3: 5,492 shares 5,492 $2.63M 0.18% +163 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: 3,166 shares; 2024Q4: 2,553 shares; 2025Q1: 4,970 shares; 2025Q2: 5,060 shares; 2025Q3: 13,344 shares 13,344 $2.53M 0.17% +8,284 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: 3,992 shares; 2025Q3: 9,907 shares 9,907 $2.45M 0.17% +5,915 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: 3,626 shares; 2024Q4: 6,036 shares; 2025Q1: 6,914 shares; 2025Q2: 5,392 shares; 2025Q3: 5,091 shares 5,091 $2.43M 0.17% -301 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: 25,455 shares; 2024Q4: 2,128 shares; 2025Q1: 5,956 shares; 2025Q2: 8,431 shares; 2025Q3: 8,560 shares 8,560 $2.41M 0.17% +129 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: 31,060 shares; 2024Q4: 31,998 shares; 2025Q1: 32,045 shares; 2025Q2: 32,605 shares; 2025Q3: 33,872 shares 33,872 $2.41M 0.17% +1,267 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN 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: 142,500 shares; 2025Q3: 300,000 shares 300,000 $2.39M 0.16% +157,500 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 3,361 shares; 2025Q1: 3,440 shares; 2025Q2: 3,406 shares; 2025Q3: 5,781 shares 5,781 $2.34M 0.16% +2,375 Timeline DGRS 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: 39,938 shares; 2024Q4: 70,252 shares; 2025Q1: 67,065 shares; 2025Q2: 45,658 shares; 2025Q3: 46,844 shares 46,844 $2.34M 0.16% +1,186 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: 14,903 shares; 2024Q4: 19,481 shares; 2025Q1: 17,269 shares; 2025Q2: 18,425 shares; 2025Q3: 27,171 shares 27,171 $2.28M 0.16% +8,746 Timeline VGK 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: 30,147 shares; 2024Q4: 24,454 shares; 2025Q1: 28,450 shares; 2025Q2: 28,450 shares; 2025Q3: 28,450 shares 28,450 $2.27M 0.16% 0 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: 3,565 shares; 2024Q4: 4,467 shares; 2025Q1: 5,013 shares; 2025Q2: 5,641 shares; 2025Q3: 6,403 shares 6,403 $2.26M 0.16% +762 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: 25,992 shares; 2024Q4: 7,323 shares; 2025Q1: 7,354 shares; 2025Q2: 7,804 shares; 2025Q3: 15,270 shares 15,270 $2.21M 0.15% +7,466 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: 351 shares; 2024Q4: 334 shares; 2025Q1: 344 shares; 2025Q2: 292 shares; 2025Q3: 402 shares 402 $2.17M 0.15% +110 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: 3,782 shares; 2024Q4: 3,302 shares; 2025Q1: 3,170 shares; 2025Q2: 3,309 shares; 2025Q3: 5,498 shares 5,498 $2.15M 0.15% +2,189 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 9,724 shares; 2025Q1: 8,566 shares; 2025Q2: 9,514 shares; 2025Q3: 22,912 shares 22,912 $2.14M 0.15% +13,398 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,637 shares; 2024Q4: 56,435 shares; 2025Q1: 56,435 shares; 2025Q2: 56,435 shares; 2025Q3: 56,435 shares 56,435 $2.07M 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,482 shares; 2025Q3: 70,240 shares 70,240 $2.04M 0.14% +44,758 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: 85,724 shares; 2024Q4: 76,111 shares; 2025Q1: 93,704 shares; 2025Q2: 63,309 shares; 2025Q3: 64,212 shares 64,212 $2.02M 0.14% +903 Timeline DBJP 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: 25,974 shares; 2024Q4: 22,468 shares; 2025Q1: 23,485 shares; 2025Q2: 23,485 shares; 2025Q3: 23,485 shares 23,485 $2M 0.14% 0 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: 563 shares; 2024Q4: 940 shares; 2025Q1: 1,363 shares; 2025Q2: 1,044 shares; 2025Q3: 4,625 shares 4,625 $1.95M 0.13% +3,581 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: 5,223 shares; 2024Q4: 8,324 shares; 2025Q1: 7,449 shares; 2025Q2: 7,648 shares; 2025Q3: 22,206 shares 22,206 $1.94M 0.13% +14,558 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: 47,431 shares; 2024Q4: 12,862 shares; 2025Q1: 13,597 shares; 2025Q2: 13,602 shares; 2025Q3: 13,499 shares 13,499 $1.93M 0.13% -103 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 6,823 shares; 2025Q1: 7,000 shares; 2025Q2: 7,052 shares; 2025Q3: 7,020 shares 7,020 $1.91M 0.13% -32 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: 2,068 shares; 2024Q4: 3,232 shares; 2025Q1: 3,421 shares; 2025Q2: 3,380 shares; 2025Q3: 3,871 shares 3,871 $1.9M 0.13% +491 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: 8,518 shares; 2024Q4: 9,999 shares; 2025Q1: 12,336 shares; 2025Q2: 12,054 shares; 2025Q3: 11,578 shares 11,578 $1.87M 0.13% -476 Timeline M MACYS INC More: the full row for MACYS 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: 103,051 shares; 2025Q2: 103,010 shares; 2025Q3: 103,890 shares 103,890 $1.86M 0.13% +880 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: 17,765 shares; 2024Q4: 13,841 shares; 2025Q1: 11,585 shares; 2025Q2: 11,287 shares; 2025Q3: 27,341 shares 27,341 $1.81M 0.12% +16,054 Timeline RDVY 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: not reported; 2024Q4: not reported; 2025Q1: 3,793 shares; 2025Q2: 25,102 shares; 2025Q3: 26,056 shares 26,056 $1.75M 0.12% +954 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 4,726 shares; 2025Q1: 3,533 shares; 2025Q2: 3,618 shares; 2025Q3: 3,720 shares 3,720 $1.73M 0.12% +102 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: 10,048 shares; 2024Q4: 8,425 shares; 2025Q1: 7,912 shares; 2025Q2: 8,021 shares; 2025Q3: 9,375 shares 9,375 $1.72M 0.12% +1,354 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 5,651 shares; 2025Q1: 7,118 shares; 2025Q2: 5,417 shares; 2025Q3: 5,349 shares 5,349 $1.63M 0.11% -68 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: 4,663 shares; 2024Q4: 6,221 shares; 2025Q1: 8,074 shares; 2025Q2: 8,191 shares; 2025Q3: 12,082 shares 12,082 $1.62M 0.11% +3,891 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: 5,422 shares; 2024Q4: 6,120 shares; 2025Q1: 21,565 shares; 2025Q2: 18,561 shares; 2025Q3: 29,790 shares 29,790 $1.6M 0.11% +11,229 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 13,167 shares; 2025Q1: 13,167 shares; 2025Q2: 13,201 shares; 2025Q3: 13,216 shares 13,216 $1.59M 0.11% +15 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: 13,625 shares; 2024Q4: 14,409 shares; 2025Q1: 10,071 shares; 2025Q2: 11,700 shares; 2025Q3: 10,319 shares 10,319 $1.59M 0.11% -1,381 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: 7,070 shares; 2024Q4: 6,898 shares; 2025Q1: 6,957 shares; 2025Q2: 6,738 shares; 2025Q3: 6,683 shares 6,683 $1.58M 0.11% -55 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: not reported; 2024Q4: 1,502 shares; 2025Q1: 1,317 shares; 2025Q2: 1,314 shares; 2025Q3: 9,262 shares 9,262 $1.56M 0.11% +7,948 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: 4,353 shares; 2024Q4: 4,491 shares; 2025Q1: 4,290 shares; 2025Q2: 3,838 shares; 2025Q3: 5,451 shares 5,451 $1.54M 0.11% +1,613 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 1,267 shares; 2025Q1: 1,246 shares; 2025Q2: 2,409 shares; 2025Q3: 5,501 shares 5,501 $1.54M 0.11% +3,092 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: 1,104 shares; 2024Q4: 1,461 shares; 2025Q1: 1,430 shares; 2025Q2: 1,502 shares; 2025Q3: 6,124 shares 6,124 $1.51M 0.1% +4,622 Timeline EELV 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: 58,644 shares; 2024Q4: 50,889 shares; 2025Q1: 56,286 shares; 2025Q2: 56,286 shares; 2025Q3: 56,286 shares 56,286 $1.5M 0.1% 0 Timeline IWC 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: 9,861 shares; 2024Q4: 9,890 shares; 2025Q1: 9,913 shares; 2025Q2: 9,939 shares; 2025Q3: 9,995 shares 9,995 $1.49M 0.1% +56 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,941 shares; 2024Q4: 14,133 shares; 2025Q1: 13,973 shares; 2025Q2: 16,026 shares; 2025Q3: 15,349 shares 15,349 $1.48M 0.1% -677 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: 1,989 shares; 2024Q4: 3,876 shares; 2025Q1: 6,553 shares; 2025Q2: 5,743 shares; 2025Q3: 8,785 shares 8,785 $1.46M 0.1% +3,042 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,607 shares; 2024Q4: 17,884 shares; 2025Q1: 19,534 shares; 2025Q2: 19,534 shares; 2025Q3: 19,545 shares 19,545 $1.42M 0.1% +11 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: 14,251 shares; 2024Q4: 13,790 shares; 2025Q1: 13,735 shares; 2025Q2: 13,448 shares; 2025Q3: 14,995 shares 14,995 $1.42M 0.1% +1,547 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: 2,748 shares; 2024Q4: 2,667 shares; 2025Q1: 2,831 shares; 2025Q2: 2,900 shares; 2025Q3: 6,825 shares 6,825 $1.4M 0.1% +3,925 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: 14,022 shares; 2024Q4: 4,389 shares; 2025Q1: 4,063 shares; 2025Q2: 3,879 shares; 2025Q3: 4,770 shares 4,770 $1.4M 0.1% +891 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,528 shares; 2025Q2: 20,528 shares; 2025Q3: 268,039 shares 268,039 $1.39M 0.1% +247,511 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: 1,096 shares; 2024Q4: 1,236 shares; 2025Q1: 1,387 shares; 2025Q2: 1,471 shares; 2025Q3: 1,733 shares 1,733 $1.38M 0.09% +262 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 6,108 shares 6,108 $1.36M 0.09% +2,500 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: 11,369 shares; 2024Q4: 14,265 shares; 2025Q1: 15,198 shares; 2025Q2: 11,931 shares; 2025Q3: 11,732 shares 11,732 $1.34M 0.09% -199 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: 9,834 shares; 2024Q4: 1,134 shares; 2025Q1: 1,016 shares; 2025Q2: 1,898 shares; 2025Q3: 3,574 shares 3,574 $1.34M 0.09% +1,676 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: 2,277 shares; 2024Q4: 2,825 shares; 2025Q1: 2,685 shares; 2025Q2: 2,752 shares; 2025Q3: 3,828 shares 3,828 $1.32M 0.09% +1,076 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,463 shares; 2024Q4: 15,463 shares; 2025Q1: 15,466 shares; 2025Q2: 15,466 shares; 2025Q3: 26,698 shares 26,698 $1.32M 0.09% +11,232 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: 273 shares; 2024Q4: 366 shares; 2025Q1: 372 shares; 2025Q2: 5,876 shares; 2025Q3: 12,206 shares 12,206 $1.32M 0.09% +6,330 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: 9,839 shares; 2024Q4: 10,736 shares; 2025Q1: 10,976 shares; 2025Q2: 11,081 shares; 2025Q3: 11,905 shares 11,905 $1.3M 0.09% +824 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,106 shares; 2025Q3: 15,368 shares 15,368 $1.3M 0.09% +6,262 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: not reported; 2024Q4: 777 shares; 2025Q1: 790 shares; 2025Q2: 778 shares; 2025Q3: 3,413 shares 3,413 $1.26M 0.09% +2,635 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: 591 shares; 2024Q4: 668 shares; 2025Q1: 625 shares; 2025Q2: 666 shares; 2025Q3: 1,351 shares 1,351 $1.24M 0.09% +685 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: 1,522 shares; 2024Q4: 1,414 shares; 2025Q1: 2,359 shares; 2025Q2: 1,959 shares; 2025Q3: 2,173 shares 2,173 $1.22M 0.08% +214 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: 3,619 shares; 2024Q4: 3,152 shares; 2025Q1: 3,338 shares; 2025Q2: 3,227 shares; 2025Q3: 4,824 shares 4,824 $1.21M 0.08% +1,597 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: 2,615 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,565 shares; 2025Q3: 3,980 shares 3,980 $1.17M 0.08% +1,415 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: 1,819 shares; 2024Q4: 2,875 shares; 2025Q1: 2,539 shares; 2025Q2: 2,513 shares; 2025Q3: 2,378 shares 2,378 $1.17M 0.08% -135 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 13,372 shares; 2025Q1: 13,375 shares; 2025Q2: 13,375 shares; 2025Q3: 13,375 shares 13,375 $1.16M 0.08% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 1,710 shares; 2025Q2: 1,475 shares; 2025Q3: 1,615 shares 1,615 $1.16M 0.08% +140 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: 43,299 shares; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 3,199 shares; 2025Q3: 12,103 shares 12,103 $1.16M 0.08% +8,904 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: 1,237 shares; 2024Q4: 1,344 shares; 2025Q1: 1,480 shares; 2025Q2: 1,377 shares; 2025Q3: 2,357 shares 2,357 $1.15M 0.08% +980 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: 473 shares; 2024Q4: 693 shares; 2025Q1: 695 shares; 2025Q2: 705 shares; 2025Q3: 1,454 shares 1,454 $1.12M 0.08% +749 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: 12,517 shares; 2024Q4: 1,386 shares; 2025Q1: 6,191 shares; 2025Q2: 6,016 shares; 2025Q3: 7,650 shares 7,650 $1.12M 0.08% +1,634 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,675 shares; 2024Q4: 19,877 shares; 2025Q1: 20,733 shares; 2025Q2: 16,323 shares; 2025Q3: 24,187 shares 24,187 $1.09M 0.07% +7,864 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 3,318 shares; 2025Q3: 5,037 shares 5,037 $1.07M 0.07% +1,719 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 9,442 shares 9,442 $1.06M 0.07% +3,361 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 8,848 shares; 2025Q1: 8,673 shares; 2025Q2: 12,446 shares; 2025Q3: 15,812 shares 15,812 $1.04M 0.07% +3,366 Timeline XBI 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: 8,674 shares; 2024Q4: 11,168 shares; 2025Q1: 10,229 shares; 2025Q2: 10,230 shares; 2025Q3: 10,374 shares 10,374 $1.04M 0.07% +144 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: 8,285 shares; 2024Q4: 10,251 shares; 2025Q1: 11,291 shares; 2025Q2: 18,791 shares; 2025Q3: 20,907 shares 20,907 $1.03M 0.07% +2,116 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,037 shares; 2025Q1: 676 shares; 2025Q2: 828 shares; 2025Q3: 1,094 shares 1,094 $1.02M 0.07% +266 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: 15,362 shares; 2024Q4: 7,477 shares; 2025Q1: 16,718 shares; 2025Q2: 14,408 shares; 2025Q3: 15,484 shares 15,484 $1.01M 0.07% +1,076 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,786 shares; 2025Q1: 3,786 shares; 2025Q2: 3,791 shares; 2025Q3: 2,479 shares 2,479 $998K 0.07% -1,312 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,589 shares; 2024Q4: 18,095 shares; 2025Q1: 18,048 shares; 2025Q2: 18,591 shares; 2025Q3: 18,505 shares 18,505 $988K 0.07% -86 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 10,415 shares; 2025Q1: 10,218 shares; 2025Q2: 10,111 shares; 2025Q3: 10,884 shares 10,884 $972K 0.07% +773 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: 609 shares; 2024Q4: 621 shares; 2025Q1: 650 shares; 2025Q2: 660 shares; 2025Q3: 1,280 shares 1,280 $971K 0.07% +620 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: 801 shares; 2024Q4: 952 shares; 2025Q1: 1,868 shares; 2025Q2: 1,952 shares; 2025Q3: 2,811 shares 2,811 $958K 0.07% +859 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,428 shares; 2025Q1: 8,428 shares; 2025Q2: 15,756 shares; 2025Q3: 22,381 shares 22,381 $939K 0.06% +6,625 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,076 shares; 2025Q3: 3,085 shares 3,085 $933K 0.06% +9 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 4,747 shares; 2025Q1: 4,967 shares; 2025Q2: 4,821 shares; 2025Q3: 5,517 shares 5,517 $923K 0.06% +696 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: 1,012 shares; 2024Q4: 1,478 shares; 2025Q1: 1,414 shares; 2025Q2: 1,446 shares; 2025Q3: 2,739 shares 2,739 $910K 0.06% +1,293 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 26,398 shares; 2025Q1: 26,398 shares; 2025Q2: 26,398 shares; 2025Q3: 25,626 shares 25,626 $908K 0.06% -772 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: 5,821 shares; 2024Q4: 8,395 shares; 2025Q1: 10,082 shares; 2025Q2: 8,053 shares; 2025Q3: 8,096 shares 8,096 $899K 0.06% +43 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 25,349 shares; 2025Q1: 25,360 shares; 2025Q2: 25,360 shares; 2025Q3: 25,359 shares 25,359 $892K 0.06% -1 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: 5,521 shares; 2024Q4: 7,302 shares; 2025Q1: 6,587 shares; 2025Q2: 6,176 shares; 2025Q3: 6,778 shares 6,778 $889K 0.06% +602 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: 1,330 shares; 2024Q4: 1,932 shares; 2025Q1: 2,222 shares; 2025Q2: 2,074 shares; 2025Q3: 1,980 shares 1,980 $886K 0.06% -94 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: 8,555 shares; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 8,317 shares; 2025Q3: 16,293 shares 16,293 $883K 0.06% +7,976 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: 4,075 shares; 2024Q4: 3,003 shares; 2025Q1: 2,634 shares; 2025Q2: 2,667 shares; 2025Q3: 3,073 shares 3,073 $867K 0.06% +406 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: 13,568 shares; 2024Q4: 14,201 shares; 2025Q1: 14,508 shares; 2025Q2: 14,473 shares; 2025Q3: 14,382 shares 14,382 $858K 0.06% -91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,112 shares 4,112 $858K 0.06% new 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: 11,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,994 shares; 2025Q3: 21,994 shares 21,994 $848K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 105 shares 105 $844K 0.06% +7 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: 1,249 shares; 2024Q4: 1,506 shares; 2025Q1: 2,247 shares; 2025Q2: 2,079 shares; 2025Q3: 3,103 shares 3,103 $809K 0.06% +1,024 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: 3,262 shares; 2024Q4: 13,586 shares; 2025Q1: 21,946 shares; 2025Q2: 21,946 shares; 2025Q3: 22,451 shares 22,451 $799K 0.05% +505 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: 999 shares; 2024Q4: 1,101 shares; 2025Q1: 1,119 shares; 2025Q2: 1,189 shares; 2025Q3: 2,513 shares 2,513 $798K 0.05% +1,324 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 2,666 shares; 2025Q2: 2,264 shares; 2025Q3: 9,226 shares 9,226 $783K 0.05% +6,962 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: 6,054 shares; 2024Q4: 5,812 shares; 2025Q1: 5,804 shares; 2025Q2: 5,808 shares; 2025Q3: 5,756 shares 5,756 $783K 0.05% -52 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: 3,152 shares; 2024Q4: 4,222 shares; 2025Q1: 4,665 shares; 2025Q2: 3,972 shares; 2025Q3: 5,569 shares 5,569 $782K 0.05% +1,597 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,798 shares; 2025Q3: 6,581 shares 6,581 $780K 0.05% -217 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: 7,028 shares; 2024Q4: 4,892 shares; 2025Q1: 5,107 shares; 2025Q2: 4,629 shares; 2025Q3: 4,802 shares 4,802 $779K 0.05% +173 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 825 shares; 2025Q1: 872 shares; 2025Q2: 803 shares; 2025Q3: 1,591 shares 1,591 $772K 0.05% +788 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: 436 shares; 2024Q4: 582 shares; 2025Q1: 643 shares; 2025Q2: 705 shares; 2025Q3: 795 shares 795 $770K 0.05% +90 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 11,175 shares; 2025Q1: 11,042 shares; 2025Q2: 10,676 shares; 2025Q3: 10,298 shares 10,298 $759K 0.05% -378 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: 4,751 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,770 shares; 2025Q3: 3,806 shares 3,806 $759K 0.05% +36 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: 5,247 shares; 2024Q4: 4,352 shares; 2025Q1: 4,842 shares; 2025Q2: 4,993 shares; 2025Q3: 5,342 shares 5,342 $752K 0.05% +349 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,509 shares; 2025Q1: 2,368 shares; 2025Q2: 2,369 shares; 2025Q3: 6,127 shares 6,127 $740K 0.05% +3,758 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: 1,339 shares; 2024Q4: 1,330 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 2,897 shares 2,897 $737K 0.05% +1,564 Timeline ROBT 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: 13,788 shares; 2024Q4: 13,789 shares; 2025Q1: 13,789 shares; 2025Q2: 13,789 shares; 2025Q3: 13,788 shares 13,788 $729K 0.05% -1 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: 10,311 shares; 2024Q4: 10,681 shares; 2025Q1: 10,585 shares; 2025Q2: 10,420 shares; 2025Q3: 9,887 shares 9,887 $707K 0.05% -533 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 7,495 shares; 2025Q1: 8,345 shares; 2025Q2: 8,552 shares; 2025Q3: 8,359 shares 8,359 $703K 0.05% -193 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: 1,179 shares; 2024Q4: 1,042 shares; 2025Q1: 1,216 shares; 2025Q2: 1,219 shares; 2025Q3: 1,479 shares 1,479 $703K 0.05% +260 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 4,928 shares 4,928 $702K 0.05% +3,161 Timeline EMB 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: 7,690 shares; 2024Q4: 6,106 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 7,276 shares 7,276 $693K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 702 shares; 2025Q3: 1,447 shares 1,447 $689K 0.05% +745 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: 775 shares; 2024Q4: 862 shares; 2025Q1: 760 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares 1,002 $684K 0.05% +4 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,108 shares; 2024Q4: 32,897 shares; 2025Q1: 30,270 shares; 2025Q2: 30,270 shares; 2025Q3: 30,270 shares 30,270 $682K 0.05% 0 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: not reported; 2024Q4: 1,834 shares; 2025Q1: 1,792 shares; 2025Q2: 1,550 shares; 2025Q3: 3,181 shares 3,181 $680K 0.05% +1,631 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,429 shares; 2025Q1: 7,440 shares; 2025Q2: 7,472 shares; 2025Q3: 9,149 shares 9,149 $671K 0.05% +1,677 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 3,325 shares; 2025Q1: 3,483 shares; 2025Q2: 4,996 shares; 2025Q3: 7,900 shares 7,900 $668K 0.05% +2,904 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: 3,426 shares; 2024Q4: 3,121 shares; 2025Q1: 3,303 shares; 2025Q2: 3,423 shares; 2025Q3: 3,252 shares 3,252 $666K 0.05% -171 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 5,987 shares; 2025Q3: 5,987 shares 5,987 $666K 0.05% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,880 shares; 2025Q1: 2,893 shares; 2025Q2: 3,471 shares; 2025Q3: 3,099 shares 3,099 $665K 0.05% -372 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 2,187 shares; 2025Q1: 2,128 shares; 2025Q2: 2,114 shares; 2025Q3: 2,346 shares 2,346 $662K 0.05% +232 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,604 shares; 2025Q1: 1,333 shares; 2025Q2: 1,282 shares; 2025Q3: 1,909 shares 1,909 $661K 0.05% +627 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: 680 shares; 2024Q4: 791 shares; 2025Q1: 813 shares; 2025Q2: 862 shares; 2025Q3: 1,444 shares 1,444 $661K 0.05% +582 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: 3,680 shares; 2024Q4: 3,078 shares; 2025Q1: 3,806 shares; 2025Q2: 3,543 shares; 2025Q3: 3,541 shares 3,541 $660K 0.05% -2 Timeline EMLP 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: not reported; 2024Q4: not reported; 2025Q1: 11,007 shares; 2025Q2: 13,096 shares; 2025Q3: 17,031 shares 17,031 $652K 0.04% +3,935 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 15,192 shares; 2025Q1: 15,192 shares; 2025Q2: 15,340 shares; 2025Q3: 15,340 shares 15,340 $641K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,186 shares; 2024Q4: 7,153 shares; 2025Q1: 7,200 shares; 2025Q2: 7,147 shares; 2025Q3: 6,999 shares 6,999 $640K 0.04% -148 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,407 shares; 2025Q1: 3,602 shares; 2025Q2: 2,449 shares; 2025Q3: 2,473 shares 2,473 $639K 0.04% +24 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: 634 shares; 2024Q4: 709 shares; 2025Q1: 847 shares; 2025Q2: 951 shares; 2025Q3: 1,511 shares 1,511 $638K 0.04% +560 Timeline SCHH 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: 21,871 shares; 2024Q4: 21,885 shares; 2025Q1: 28,983 shares; 2025Q2: 30,948 shares; 2025Q3: 29,539 shares 29,539 $637K 0.04% -1,409 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: 4,191 shares; 2024Q4: 3,580 shares; 2025Q1: 2,380 shares; 2025Q2: 1,555 shares; 2025Q3: 2,329 shares 2,329 $635K 0.04% +774 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: 34,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,582 shares 8,582 $630K 0.04% new 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: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,684 shares; 2025Q3: 4,514 shares 4,514 $624K 0.04% +830 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: 546 shares; 2025Q1: 547 shares; 2025Q2: 369 shares; 2025Q3: 533 shares 533 $621K 0.04% +164 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 10,445 shares; 2025Q1: 10,261 shares; 2025Q2: 10,983 shares; 2025Q3: 12,586 shares 12,586 $617K 0.04% +1,603 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,266 shares; 2025Q1: 9,302 shares; 2025Q2: 9,302 shares; 2025Q3: 9,302 shares 9,302 $610K 0.04% 0 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: 1,018 shares; 2024Q4: 1,896 shares; 2025Q1: 2,087 shares; 2025Q2: 2,025 shares; 2025Q3: 2,115 shares 2,115 $610K 0.04% +90 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 2,581 shares; 2025Q2: not reported; 2025Q3: 7,233 shares 7,233 $601K 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 2,829 shares; 2025Q1: 2,863 shares; 2025Q2: 2,615 shares; 2025Q3: 25,000 shares 25,000 $601K 0.04% +22,385 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: 4,909 shares; 2024Q4: 1,312 shares; 2025Q1: 1,006 shares; 2025Q2: 1,428 shares; 2025Q3: 1,687 shares 1,687 $593K 0.04% +259 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: 345 shares; 2024Q4: 346 shares; 2025Q1: 421 shares; 2025Q2: 425 shares; 2025Q3: 618 shares 618 $589K 0.04% +193 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: 19,072 shares; 2024Q4: 18,322 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 957 shares 957 $588K 0.04% +145 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,897 shares 1,897 $584K 0.04% +907 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 4,467 shares; 2025Q1: 4,469 shares; 2025Q2: 4,478 shares; 2025Q3: 4,478 shares 4,478 $583K 0.04% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: not reported; 2025Q3: 3,478 shares 3,478 $583K 0.04% new 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: 2,229 shares; 2024Q4: 2,283 shares; 2025Q1: 2,781 shares; 2025Q2: 2,812 shares; 2025Q3: 4,394 shares 4,394 $581K 0.04% +1,582 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: 4,400 shares; 2024Q4: 4,893 shares; 2025Q1: 4,950 shares; 2025Q2: 4,719 shares; 2025Q3: 6,081 shares 6,081 $576K 0.04% +1,362 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,424 shares; 2025Q1: 2,523 shares; 2025Q2: 2,587 shares; 2025Q3: 3,449 shares 3,449 $575K 0.04% +862 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: 951 shares; 2025Q1: 1,208 shares; 2025Q2: 1,160 shares; 2025Q3: 1,867 shares 1,867 $570K 0.04% +707 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: not reported; 2024Q4: not reported; 2025Q1: 5,648 shares; 2025Q2: 4,974 shares; 2025Q3: 13,602 shares 13,602 $570K 0.04% +8,628 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,982 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares 2,639 $569K 0.04% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,030 shares; 2025Q3: 18,030 shares 18,030 $566K 0.04% 0 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: 7,170 shares; 2024Q4: 21,362 shares; 2025Q1: 21,368 shares; 2025Q2: 21,374 shares; 2025Q3: 21,379 shares 21,379 $563K 0.04% +5 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: 5,682 shares; 2024Q4: 3,735 shares; 2025Q1: 3,732 shares; 2025Q2: 2,784 shares; 2025Q3: 3,291 shares 3,291 $562K 0.04% +507 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: 3,993 shares; 2024Q4: 2,002 shares; 2025Q1: 1,267 shares; 2025Q2: 1,174 shares; 2025Q3: 2,646 shares 2,646 $557K 0.04% +1,472 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: 8,712 shares; 2024Q4: 12,877 shares; 2025Q1: 15,319 shares; 2025Q2: 6,833 shares; 2025Q3: 7,981 shares 7,981 $556K 0.04% +1,148 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: 715 shares; 2024Q4: 831 shares; 2025Q1: 860 shares; 2025Q2: 868 shares; 2025Q3: 1,092 shares 1,092 $545K 0.04% +224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,482 shares 2,482 $545K 0.04% +383 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,312 shares; 2025Q1: 2,557 shares; 2025Q2: 3,222 shares; 2025Q3: 4,398 shares 4,398 $542K 0.04% +1,176 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,802 shares; 2025Q1: 3,637 shares; 2025Q2: 4,369 shares; 2025Q3: 5,278 shares 5,278 $542K 0.04% +909 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: 7,005 shares; 2024Q4: 6,696 shares; 2025Q1: 7,174 shares; 2025Q2: 7,388 shares; 2025Q3: 7,962 shares 7,962 $534K 0.04% +574 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,579 shares; 2025Q3: 5,265 shares 5,265 $530K 0.04% +686 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,127 shares; 2025Q2: 2,769 shares; 2025Q3: 2,701 shares 2,701 $530K 0.04% -68 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,618 shares; 2025Q1: 4,404 shares; 2025Q2: 4,812 shares; 2025Q3: 6,210 shares 6,210 $528K 0.04% +1,398 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: 2,765 shares; 2024Q4: 3,525 shares; 2025Q1: 3,643 shares; 2025Q2: 3,743 shares; 2025Q3: 5,241 shares 5,241 $527K 0.04% +1,498 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: 3,076 shares; 2024Q4: 3,885 shares; 2025Q1: 4,056 shares; 2025Q2: 4,069 shares; 2025Q3: 5,383 shares 5,383 $525K 0.04% +1,314 Timeline BKLN 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: 20,066 shares; 2024Q4: 17,334 shares; 2025Q1: 19,064 shares; 2025Q2: 19,064 shares; 2025Q3: 25,022 shares 25,022 $524K 0.04% +5,958 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,747 shares; 2025Q1: 2,035 shares; 2025Q2: 1,672 shares; 2025Q3: 2,211 shares 2,211 $523K 0.04% +539 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,183 shares; 2025Q2: 1,327 shares; 2025Q3: 1,670 shares 1,670 $518K 0.04% +343 Timeline TECB 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: 8,552 shares 8,552 $516K 0.04% new Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 18,992 shares; 2025Q1: 18,992 shares; 2025Q2: 18,992 shares; 2025Q3: 18,992 shares 18,992 $514K 0.04% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,866 shares; 2025Q1: 4,514 shares; 2025Q2: 4,082 shares; 2025Q3: 6,213 shares 6,213 $513K 0.04% +2,131 Timeline JMTG 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 reported; 2025Q3: 9,995 shares 9,995 $510K 0.04% new 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: 1,521 shares; 2025Q2: 1,754 shares; 2025Q3: 2,157 shares 2,157 $509K 0.03% +403 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: 4,073 shares; 2024Q4: 4,168 shares; 2025Q1: 3,333 shares; 2025Q2: 3,112 shares; 2025Q3: 5,325 shares 5,325 $507K 0.03% +2,213 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: 696 shares; 2024Q4: 1,111 shares; 2025Q1: 849 shares; 2025Q2: 894 shares; 2025Q3: 1,025 shares 1,025 $506K 0.03% +131 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,299 shares 25,299 $500K 0.03% new Timeline CMF 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: 8,755 shares 8,755 $499K 0.03% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,969 shares; 2025Q1: 4,973 shares; 2025Q2: 4,853 shares; 2025Q3: 6,238 shares 6,238 $499K 0.03% +1,385 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,278 shares 3,278 $498K 0.03% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,792 shares 11,792 $498K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 403 shares; 2025Q1: 431 shares; 2025Q2: 411 shares; 2025Q3: 455 shares 455 $491K 0.03% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 6,967 shares 6,967 $490K 0.03% +3,280 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: not reported; 2024Q4: not reported; 2025Q1: 3,590 shares; 2025Q2: not reported; 2025Q3: 8,940 shares 8,940 $485K 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 7,772 shares; 2025Q1: 7,173 shares; 2025Q2: 7,467 shares; 2025Q3: 7,976 shares 7,976 $485K 0.03% +509 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares 2,107 $478K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,293 shares; 2025Q1: 1,318 shares; 2025Q2: 1,092 shares; 2025Q3: 2,405 shares 2,405 $477K 0.03% +1,313 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,562 shares; 2025Q1: 3,515 shares; 2025Q2: 3,635 shares; 2025Q3: 3,883 shares 3,883 $476K 0.03% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 869 shares 869 $475K 0.03% +344 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: 1,967 shares; 2024Q4: 1,935 shares; 2025Q1: 1,968 shares; 2025Q2: 1,928 shares; 2025Q3: 1,961 shares 1,961 $469K 0.03% +33 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: 860 shares; 2025Q1: 886 shares; 2025Q2: 968 shares; 2025Q3: 1,445 shares 1,445 $467K 0.03% +477 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: not reported; 2024Q4: not reported; 2025Q1: 2,903 shares; 2025Q2: 4,142 shares; 2025Q3: 5,920 shares 5,920 $461K 0.03% +1,778 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS 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: 2,523 shares; 2025Q3: 5,175 shares 5,175 $459K 0.03% +2,652 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,585 shares; 2025Q1: 3,896 shares; 2025Q2: 4,227 shares; 2025Q3: 5,410 shares 5,410 $459K 0.03% +1,183 Timeline EIS 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: 4,457 shares; 2024Q4: 4,489 shares; 2025Q1: 4,489 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares 4,514 $453K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 5,875 shares 5,875 $452K 0.03% +3,052 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: not reported; 2025Q1: 5,340 shares; 2025Q2: 4,434 shares; 2025Q3: 6,154 shares 6,154 $452K 0.03% +1,720 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: 3,207 shares; 2024Q4: 4,274 shares; 2025Q1: 5,235 shares; 2025Q2: 4,713 shares; 2025Q3: 5,640 shares 5,640 $451K 0.03% +927 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,597 shares 3,597 $451K 0.03% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,820 shares; 2025Q1: 1,823 shares; 2025Q2: 1,866 shares; 2025Q3: 1,683 shares 1,683 $450K 0.03% -183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 6,661 shares 6,661 $448K 0.03% +3,285 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,407 shares; 2025Q1: 2,793 shares; 2025Q2: 2,755 shares; 2025Q3: 3,149 shares 3,149 $447K 0.03% +394 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: 7,183 shares; 2024Q4: 1,185 shares; 2025Q1: 1,262 shares; 2025Q2: 1,290 shares; 2025Q3: 1,614 shares 1,614 $442K 0.03% +324 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: not reported; 2025Q2: not reported; 2025Q3: 10,387 shares 10,387 $439K 0.03% new Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,410 shares; 2025Q1: 3,418 shares; 2025Q2: 3,429 shares; 2025Q3: 3,440 shares 3,440 $439K 0.03% +11 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: 844 shares; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares 1,646 $432K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares 1,011 $431K 0.03% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 13,704 shares; 2025Q1: 14,069 shares; 2025Q2: 14,220 shares; 2025Q3: 10,839 shares 10,839 $425K 0.03% -3,381 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: 1,207 shares; 2024Q4: 1,197 shares; 2025Q1: 1,100 shares; 2025Q2: 1,180 shares; 2025Q3: 1,727 shares 1,727 $424K 0.03% +547 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: 1,270 shares; 2024Q4: 1,683 shares; 2025Q1: 1,653 shares; 2025Q2: 1,632 shares; 2025Q3: 1,705 shares 1,705 $421K 0.03% +73 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: not reported; 2025Q2: not reported; 2025Q3: 4,864 shares 4,864 $420K 0.03% new 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: 2,610 shares; 2024Q4: 3,380 shares; 2025Q1: 3,557 shares; 2025Q2: 3,516 shares; 2025Q3: 3,393 shares 3,393 $420K 0.03% -123 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: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 1,334 shares 1,334 $418K 0.03% +556 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: 1,455 shares; 2024Q4: 1,685 shares; 2025Q1: 1,697 shares; 2025Q2: 1,689 shares; 2025Q3: 1,885 shares 1,885 $416K 0.03% +196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,435 shares 2,435 $415K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,897 shares; 2025Q1: 1,684 shares; 2025Q2: 1,903 shares; 2025Q3: 3,295 shares 3,295 $410K 0.03% +1,392 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares 3,933 $406K 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 3,422 shares 3,422 $405K 0.03% +1,395 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,036 shares; 2025Q1: 4,268 shares; 2025Q2: 4,025 shares; 2025Q3: 5,618 shares 5,618 $405K 0.03% +1,593 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,864 shares 1,864 $405K 0.03% +573 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: 1,094 shares; 2025Q1: 1,038 shares; 2025Q2: 1,047 shares; 2025Q3: 975 shares 975 $404K 0.03% -72 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,874 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 6,874 shares 6,874 $403K 0.03% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,193 shares 1,193 $402K 0.03% +94 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: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares 5,264 $401K 0.03% new 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: not reported; 2024Q4: 3,073 shares; 2025Q1: 3,910 shares; 2025Q2: 3,789 shares; 2025Q3: 3,648 shares 3,648 $401K 0.03% -141 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,925 shares; 2025Q1: 2,767 shares; 2025Q2: 4,044 shares; 2025Q3: 4,426 shares 4,426 $397K 0.03% +382 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: 1,237 shares; 2024Q4: 1,301 shares; 2025Q1: 1,270 shares; 2025Q2: 1,575 shares; 2025Q3: 1,528 shares 1,528 $396K 0.03% -47 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,801 shares; 2025Q1: 2,233 shares; 2025Q2: 2,296 shares; 2025Q3: 2,502 shares 2,502 $395K 0.03% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 5,197 shares 5,197 $392K 0.03% +854 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 737 shares; 2025Q2: 572 shares; 2025Q3: 852 shares 852 $390K 0.03% +280 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,559 shares 2,559 $386K 0.03% +268 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 515 shares; 2025Q3: 550 shares 550 $385K 0.03% +35 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,985 shares 8,985 $382K 0.03% new 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: 939 shares; 2025Q1: 943 shares; 2025Q2: 842 shares; 2025Q3: 1,238 shares 1,238 $382K 0.03% +396 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: 1,315 shares; 2025Q1: 1,232 shares; 2025Q2: 1,263 shares; 2025Q3: 1,223 shares 1,223 $382K 0.03% -40 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY 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: 1,164 shares; 2025Q1: 1,370 shares; 2025Q2: 1,229 shares; 2025Q3: 2,385 shares 2,385 $380K 0.03% +1,156 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,399 shares 3,399 $376K 0.03% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,841 shares; 2025Q1: 5,844 shares; 2025Q2: 3,884 shares; 2025Q3: 4,283 shares 4,283 $375K 0.03% +399 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,740 shares; 2025Q1: 44,940 shares; 2025Q2: 23,740 shares; 2025Q3: 21,834 shares 21,834 $375K 0.03% -1,906 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares 3,090 $375K 0.03% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 13,012 shares; 2025Q1: 13,604 shares; 2025Q2: 14,118 shares; 2025Q3: 13,000 shares 13,000 $374K 0.03% -1,118 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,608 shares 5,608 $372K 0.03% new Timeline DLN 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: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares 4,269 $372K 0.03% 0 Timeline POCT 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: 8,530 shares; 2024Q4: 8,530 shares; 2025Q1: 8,530 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares 8,530 $368K 0.03% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,451 shares; 2025Q3: 2,556 shares 2,556 $367K 0.03% +105 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,369 shares 4,369 $366K 0.03% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,160 shares; 2025Q1: 1,343 shares; 2025Q2: 1,357 shares; 2025Q3: 1,613 shares 1,613 $366K 0.03% +256 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,210 shares; 2025Q1: 1,191 shares; 2025Q2: 1,220 shares; 2025Q3: 1,143 shares 1,143 $366K 0.03% -77 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: not reported; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: not reported; 2025Q3: 1,910 shares 1,910 $365K 0.03% new Timeline IBB 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: 3,435 shares; 2025Q1: 2,498 shares; 2025Q2: 2,525 shares; 2025Q3: 2,526 shares 2,526 $365K 0.03% +1 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,204 shares; 2025Q1: 9,204 shares; 2025Q2: not reported; 2025Q3: 6,589 shares 6,589 $362K 0.02% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares 5,702 $360K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,449 shares; 2025Q3: 3,970 shares 3,970 $356K 0.02% +1,521 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares 4,021 $356K 0.02% new 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: 789 shares; 2025Q1: 1,128 shares; 2025Q2: 957 shares; 2025Q3: 1,328 shares 1,328 $355K 0.02% +371 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: not reported; 2025Q2: not reported; 2025Q3: 14,289 shares 14,289 $355K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: not reported; 2025Q3: 1,696 shares 1,696 $350K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,451 shares; 2025Q3: 5,360 shares 5,360 $348K 0.02% -91 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: 4,053 shares; 2024Q4: 3,952 shares; 2025Q1: 4,878 shares; 2025Q2: 5,321 shares; 2025Q3: 4,804 shares 4,804 $347K 0.02% -517 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 5,189 shares 5,189 $343K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: 10,309 shares 10,309 $342K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,545 shares; 2025Q1: 2,283 shares; 2025Q2: 2,307 shares; 2025Q3: 2,308 shares 2,308 $340K 0.02% +1 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,503 shares 18,503 $339K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,269 shares; 2025Q1: 1,356 shares; 2025Q2: 1,374 shares; 2025Q3: 1,397 shares 1,397 $336K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,014 shares 6,014 $335K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares 2,786 $334K 0.02% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares 2,057 $334K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 153 shares; 2025Q3: 143 shares 143 $334K 0.02% -10 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: not reported; 2025Q1: 1,229 shares; 2025Q2: 1,233 shares; 2025Q3: 1,723 shares 1,723 $333K 0.02% +490 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: not reported; 2025Q2: not reported; 2025Q3: 2,148 shares 2,148 $332K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,348 shares 1,348 $332K 0.02% new Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 934 shares; 2025Q1: 980 shares; 2025Q2: 1,042 shares; 2025Q3: 1,307 shares 1,307 $329K 0.02% +265 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: 5,330 shares; 2024Q4: 5,848 shares; 2025Q1: 5,834 shares; 2025Q2: 6,043 shares; 2025Q3: 5,366 shares 5,366 $327K 0.02% -677 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: not reported; 2025Q2: not reported; 2025Q3: 5,449 shares 5,449 $324K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares 451 $323K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,180 shares; 2025Q1: 1,171 shares; 2025Q2: 1,175 shares; 2025Q3: 999 shares 999 $323K 0.02% -176 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 756 shares 756 $322K 0.02% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,646 shares 6,646 $321K 0.02% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,259 shares 2,259 $320K 0.02% new Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares 1,664 $319K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,798 shares 3,798 $318K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,203 shares; 2025Q3: 2,405 shares 2,405 $318K 0.02% +202 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: not reported; 2024Q4: 2,360 shares; 2025Q1: 3,256 shares; 2025Q2: 3,185 shares; 2025Q3: 3,166 shares 3,166 $317K 0.02% -19 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: not reported; 2024Q4: 4,753 shares; 2025Q1: 4,928 shares; 2025Q2: 4,880 shares; 2025Q3: 4,457 shares 4,457 $316K 0.02% -423 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,888 shares; 2025Q1: not reported; 2025Q2: 3,888 shares; 2025Q3: 3,665 shares 3,665 $316K 0.02% -223 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK 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: not reported; 2025Q3: 2,451 shares 2,451 $316K 0.02% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 9,263 shares 9,263 $315K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,169 shares 6,169 $314K 0.02% new 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: 5,021 shares; 2024Q4: 4,641 shares; 2025Q1: 3,618 shares; 2025Q2: 3,659 shares; 2025Q3: 4,939 shares 4,939 $313K 0.02% +1,280 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: not reported; 2025Q2: not reported; 2025Q3: 9,801 shares 9,801 $312K 0.02% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares 573 $311K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,589 shares; 2025Q1: 2,514 shares; 2025Q2: 2,538 shares; 2025Q3: 2,563 shares 2,563 $311K 0.02% +25 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 5,081 shares; 2025Q1: 3,107 shares; 2025Q2: not reported; 2025Q3: 3,768 shares 3,768 $310K 0.02% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X 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: 5,435 shares 5,435 $309K 0.02% new Timeline FDN 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: 1,453 shares; 2024Q4: 1,353 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,104 shares 1,104 $309K 0.02% -89 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: 1,350 shares; 2024Q4: 1,168 shares; 2025Q1: 1,200 shares; 2025Q2: 1,417 shares; 2025Q3: 1,306 shares 1,306 $308K 0.02% -111 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,905 shares; 2025Q1: 2,063 shares; 2025Q2: 2,545 shares; 2025Q3: 2,927 shares 2,927 $308K 0.02% +382 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares 12,600 $307K 0.02% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,859 shares; 2025Q2: 13,023 shares; 2025Q3: 13,188 shares 13,188 $304K 0.02% +165 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,863 shares; 2025Q1: 1,717 shares; 2025Q2: 1,829 shares; 2025Q3: 1,720 shares 1,720 $304K 0.02% -109 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: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares 1,793 $303K 0.02% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,942 shares 1,942 $302K 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,212 shares; 2025Q1: 4,376 shares; 2025Q2: 4,308 shares; 2025Q3: 3,934 shares 3,934 $302K 0.02% -374 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,535 shares 4,535 $301K 0.02% new Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,723 shares 5,723 $301K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,542 shares 1,542 $300K 0.02% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,542 shares; 2025Q3: 10,325 shares 10,325 $298K 0.02% +2,783 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X 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: 4,729 shares 4,729 $297K 0.02% new 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: 2,485 shares; 2024Q4: 2,246 shares; 2025Q1: 2,204 shares; 2025Q2: 2,141 shares; 2025Q3: 2,185 shares 2,185 $296K 0.02% +44 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,417 shares; 2025Q2: 2,116 shares; 2025Q3: 3,203 shares 3,203 $294K 0.02% +1,087 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 2,303 shares 2,303 $292K 0.02% +422 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317 shares 317 $292K 0.02% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,247 shares 3,247 $291K 0.02% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,650 shares; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares 2,650 $291K 0.02% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 1,337 shares; 2025Q3: 1,438 shares 1,438 $290K 0.02% +101 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: 3,043 shares; 2024Q4: 2,880 shares; 2025Q1: 1,889 shares; 2025Q2: 1,917 shares; 2025Q3: 1,849 shares 1,849 $290K 0.02% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares 1,470 $287K 0.02% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 403 shares; 2025Q3: 382 shares 382 $282K 0.02% -21 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: not reported; 2024Q4: 325 shares; 2025Q1: 331 shares; 2025Q2: 356 shares; 2025Q3: 295 shares 295 $282K 0.02% -61 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares 853 $281K 0.02% new 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: 8,809 shares; 2025Q2: not reported; 2025Q3: 9,182 shares 9,182 $281K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,739 shares; 2024Q4: 15,711 shares; 2025Q1: 15,107 shares; 2025Q2: 15,903 shares; 2025Q3: 14,548 shares 14,548 $280K 0.02% -1,355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares 1,621 $280K 0.02% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares 8,003 $279K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 1,018 shares 1,018 $279K 0.02% +226 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,657 shares; 2025Q1: 2,245 shares; 2025Q2: 2,139 shares; 2025Q3: 2,477 shares 2,477 $279K 0.02% +338 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: not reported; 2025Q2: not reported; 2025Q3: 5,410 shares 5,410 $278K 0.02% new 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: 808 shares; 2024Q4: 864 shares; 2025Q1: 871 shares; 2025Q2: 888 shares; 2025Q3: 899 shares 899 $278K 0.02% +11 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,509 shares; 2025Q1: not reported; 2025Q2: 4,277 shares; 2025Q3: 4,903 shares 4,903 $278K 0.02% +626 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: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares 1,305 $276K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares 8,235 $275K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,294 shares; 2025Q2: 3,366 shares; 2025Q3: 4,068 shares 4,068 $274K 0.02% +702 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,241 shares 8,241 $274K 0.02% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares 1,248 $274K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares 2,561 $273K 0.02% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,315 shares; 2025Q1: 8,584 shares; 2025Q2: 7,778 shares; 2025Q3: 10,053 shares 10,053 $272K 0.02% +2,275 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: 5,200 shares; 2024Q4: 3,857 shares; 2025Q1: 3,459 shares; 2025Q2: 3,645 shares; 2025Q3: 4,875 shares 4,875 $271K 0.02% +1,230 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,748 shares; 2025Q1: 4,961 shares; 2025Q2: 4,808 shares; 2025Q3: 5,360 shares 5,360 $270K 0.02% +552 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 4,153 shares; 2025Q1: 4,115 shares; 2025Q2: 4,080 shares; 2025Q3: 3,859 shares 3,859 $270K 0.02% -221 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 9,509 shares 9,509 $270K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 878 shares; 2025Q1: 701 shares; 2025Q2: 697 shares; 2025Q3: 938 shares 938 $269K 0.02% +241 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares 2,956 $269K 0.02% new 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: 655 shares; 2024Q4: 522 shares; 2025Q1: 557 shares; 2025Q2: 582 shares; 2025Q3: 552 shares 552 $268K 0.02% -30 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,269 shares 3,269 $268K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: not reported; 2025Q3: 2,619 shares 2,619 $267K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares 1,498 $267K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 987 shares; 2025Q3: 986 shares 986 $266K 0.02% -1 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,128 shares; 2025Q1: 2,142 shares; 2025Q2: 2,109 shares; 2025Q3: 2,325 shares 2,325 $266K 0.02% +216 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,987 shares 4,987 $265K 0.02% new Timeline FNB F N B CORP More: the full row for F N B 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: 16,335 shares 16,335 $263K 0.02% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,177 shares 7,177 $261K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares 1,090 $260K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares 2,227 $258K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 2,416 shares; 2025Q3: 3,288 shares 3,288 $258K 0.02% +872 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares 984 $256K 0.02% new Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,807 shares; 2025Q3: 2,827 shares 2,827 $255K 0.02% +20 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: not reported; 2025Q2: not reported; 2025Q3: 1,632 shares 1,632 $255K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 3,724 shares; 2025Q1: 2,687 shares; 2025Q2: 2,622 shares; 2025Q3: 3,054 shares 3,054 $255K 0.02% +432 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,340 shares; 2025Q1: 2,364 shares; 2025Q2: 2,670 shares; 2025Q3: 2,843 shares 2,843 $254K 0.02% +173 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: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650 $252K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares 2,589 $250K 0.02% new Timeline IYH 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: 5,325 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares 4,216 $248K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 14,972 shares; 2025Q1: 15,182 shares; 2025Q2: 17,526 shares; 2025Q3: 15,490 shares 15,490 $247K 0.02% -2,036 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares 1,207 $247K 0.02% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,293 shares 12,293 $246K 0.02% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS 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: not reported; 2025Q3: 3,211 shares 3,211 $246K 0.02% new Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS 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: 11,360 shares 11,360 $246K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 824 shares 824 $245K 0.02% +73 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,207 shares 4,207 $244K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,686 shares 2,686 $244K 0.02% new 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: not reported; 2024Q4: 1,913 shares; 2025Q1: 2,380 shares; 2025Q2: not reported; 2025Q3: 1,999 shares 1,999 $243K 0.02% new Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,892 shares; 2025Q1: not reported; 2025Q2: 4,892 shares; 2025Q3: 4,892 shares 4,892 $242K 0.02% 0 Timeline APG API GROUP CORP More: the full row for API 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: not reported; 2025Q1: not reported; 2025Q2: 4,754 shares; 2025Q3: 7,051 shares 7,051 $242K 0.02% +2,297 Timeline GOVT 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: 10,481 shares 10,481 $242K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 795 shares 795 $239K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,686 shares 1,686 $238K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,954 shares 2,954 $238K 0.02% new Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,658 shares; 2024Q4: 26,658 shares; 2025Q1: 26,658 shares; 2025Q2: 26,658 shares; 2025Q3: 26,658 shares 26,658 $237K 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,453 shares 1,453 $235K 0.02% +58 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,201 shares; 2025Q2: not reported; 2025Q3: 9,339 shares 9,339 $235K 0.02% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,772 shares 7,772 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares 1,079 $234K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares 4,125 $233K 0.02% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,501 shares; 2025Q3: 4,466 shares 4,466 $232K 0.02% -35 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares 688 $232K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 897 shares; 2025Q3: 1,029 shares 1,029 $232K 0.02% +132 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: 672 shares; 2024Q4: 728 shares; 2025Q1: 707 shares; 2025Q2: 735 shares; 2025Q3: 716 shares 716 $231K 0.02% -19 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,749 shares 6,749 $231K 0.02% new 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: 20,187 shares; 2024Q4: 20,420 shares; 2025Q1: 25,024 shares; 2025Q2: 23,084 shares; 2025Q3: 22,059 shares 22,059 $231K 0.02% -1,025 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,211 shares 1,211 $231K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,563 shares 2,563 $231K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,021 shares 1,021 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,615 shares 1,615 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,739 shares 2,739 $228K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 788 shares 788 $228K 0.02% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,438 shares 1,438 $227K 0.02% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,535 shares 1,535 $226K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 568 shares; 2025Q1: 508 shares; 2025Q2: 497 shares; 2025Q3: 453 shares 453 $226K 0.02% -44 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 reported; 2025Q3: 1,032 shares 1,032 $226K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares 1,195 $226K 0.02% new 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 reported; 2025Q3: 19,300 shares 19,300 $226K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares 5,300 $225K 0.02% new 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: 435 shares; 2024Q4: 414 shares; 2025Q1: 442 shares; 2025Q2: 434 shares; 2025Q3: 396 shares 396 $224K 0.02% -38 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 966 shares 966 $224K 0.02% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares 1,617 $224K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,390 shares; 2025Q3: 1,443 shares 1,443 $224K 0.02% +53 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,162 shares; 2024Q4: 45,565 shares; 2025Q1: 45,847 shares; 2025Q2: 43,444 shares; 2025Q3: 10,852 shares 10,852 $221K 0.02% -32,592 Timeline DGRO 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: 3,240 shares 3,240 $221K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: 5,421 shares 5,421 $220K 0.02% new Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: not reported; 2025Q3: 1,107 shares 1,107 $220K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares 343 $219K 0.02% new Timeline