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: 724,012 shares; 2024Q4: 697,910 shares; 2025Q1: 729,689 shares; 2025Q2: 724,517 shares; 2025Q3: 745,381 shares 745,381 $458M 6.27% +20,864 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: 847,414 shares; 2024Q4: 893,366 shares; 2025Q1: 623,212 shares; 2025Q2: 961,212 shares; 2025Q3: 1,426,605 shares 1,426,605 $363M 4.98% +465,393 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336,158 shares; 2024Q4: 1,380,707 shares; 2025Q1: 1,384,784 shares; 2025Q2: 1,612,468 shares; 2025Q3: 1,634,011 shares 1,634,011 $305M 4.18% +21,543 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: 444,116 shares; 2024Q4: 449,028 shares; 2025Q1: 459,597 shares; 2025Q2: 540,509 shares; 2025Q3: 583,576 shares 583,576 $302M 4.14% +43,067 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: 426,538 shares; 2024Q4: 431,207 shares; 2025Q1: 427,281 shares; 2025Q2: 426,282 shares; 2025Q3: 436,512 shares 436,512 $292M 4% +10,230 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: 3,054,516 shares; 2024Q4: 3,071,734 shares; 2025Q1: 3,184,865 shares; 2025Q2: 3,109,469 shares; 2025Q3: 3,152,906 shares 3,152,906 $206M 2.82% +43,437 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: 2,148,357 shares; 2024Q4: 2,178,970 shares; 2025Q1: 2,219,554 shares; 2025Q2: 2,240,962 shares; 2025Q3: 2,276,167 shares 2,276,167 $199M 2.72% +35,205 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: 499,569 shares; 2024Q4: 502,379 shares; 2025Q1: 519,374 shares; 2025Q2: 632,145 shares; 2025Q3: 704,873 shares 704,873 $171M 2.35% +72,728 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: 225,005 shares; 2024Q4: 240,622 shares; 2025Q1: 256,658 shares; 2025Q2: 255,062 shares; 2025Q3: 247,602 shares 247,602 $165M 2.26% -7,460 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: 426,930 shares; 2024Q4: 455,778 shares; 2025Q1: 370,732 shares; 2025Q2: 611,893 shares; 2025Q3: 674,399 shares 674,399 $148M 2.03% +62,506 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: 683,280 shares; 2024Q4: 661,059 shares; 2025Q1: 674,093 shares; 2025Q2: 670,761 shares; 2025Q3: 657,583 shares 657,583 $123M 1.69% -13,178 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: 317,501 shares; 2024Q4: 325,464 shares; 2025Q1: 306,788 shares; 2025Q2: 305,191 shares; 2025Q3: 381,952 shares 381,952 $120M 1.65% +76,761 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: 582,814 shares; 2024Q4: 584,036 shares; 2025Q1: 591,453 shares; 2025Q2: 655,784 shares; 2025Q3: 721,121 shares 721,121 $111M 1.52% +65,337 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: 94,176 shares; 2024Q4: 93,839 shares; 2025Q1: 112,549 shares; 2025Q2: 133,576 shares; 2025Q3: 148,617 shares 148,617 $109M 1.49% +15,041 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: 1,561,223 shares; 2024Q4: 1,513,678 shares; 2025Q1: 1,508,546 shares; 2025Q2: 1,562,846 shares; 2025Q3: 1,568,565 shares 1,568,565 $103M 1.42% +5,719 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: 11,152 shares; 2024Q4: 13,547 shares; 2025Q1: 132,668 shares; 2025Q2: 135,118 shares; 2025Q3: 179,533 shares 179,533 $102M 1.4% +44,415 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: 590,795 shares; 2024Q4: 712,288 shares; 2025Q1: 780,621 shares; 2025Q2: 1,422,417 shares; 2025Q3: 1,566,625 shares 1,566,625 $93.9M 1.29% +144,208 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: 370,830 shares; 2024Q4: 394,594 shares; 2025Q1: 401,120 shares; 2025Q2: 382,467 shares; 2025Q3: 386,528 shares 386,528 $93.5M 1.28% +4,061 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: 94,792 shares; 2024Q4: 115,961 shares; 2025Q1: 170,524 shares; 2025Q2: 263,029 shares; 2025Q3: 276,728 shares 276,728 $91.3M 1.25% +13,699 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,511 shares; 2024Q4: 666,587 shares; 2025Q1: 611,919 shares; 2025Q2: 483,873 shares; 2025Q3: 475,926 shares 475,926 $78.3M 1.07% -7,947 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: 122,563 shares; 2024Q4: 124,869 shares; 2025Q1: 128,585 shares; 2025Q2: 118,767 shares; 2025Q3: 124,032 shares 124,032 $74.5M 1.02% +5,265 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: 1,007,169 shares; 2024Q4: 1,040,862 shares; 2025Q1: 904,865 shares; 2025Q2: 1,309,019 shares; 2025Q3: 1,334,526 shares 1,334,526 $68.8M 0.94% +25,507 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: 210,657 shares; 2024Q4: 188,675 shares; 2025Q1: 183,679 shares; 2025Q2: 228,819 shares; 2025Q3: 279,844 shares 279,844 $68.2M 0.93% +51,025 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: 92,092 shares; 2024Q4: 95,793 shares; 2025Q1: 113,720 shares; 2025Q2: 158,186 shares; 2025Q3: 161,007 shares 161,007 $60.3M 0.83% +2,821 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: 181,078 shares; 2024Q4: 193,475 shares; 2025Q1: 198,254 shares; 2025Q2: 191,666 shares; 2025Q3: 194,580 shares 194,580 $57.4M 0.79% +2,914 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: 50,575 shares; 2024Q4: 54,047 shares; 2025Q1: 56,465 shares; 2025Q2: 70,687 shares; 2025Q3: 74,287 shares 74,287 $56.7M 0.78% +3,600 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: 190,518 shares; 2024Q4: 190,490 shares; 2025Q1: 187,662 shares; 2025Q2: 186,866 shares; 2025Q3: 189,796 shares 189,796 $53.4M 0.73% +2,930 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: 100,695 shares; 2024Q4: 98,903 shares; 2025Q1: 103,701 shares; 2025Q2: 112,094 shares; 2025Q3: 117,304 shares 117,304 $47.5M 0.65% +5,210 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: 552,299 shares; 2024Q4: 540,851 shares; 2025Q1: 532,202 shares; 2025Q2: 507,095 shares; 2025Q3: 498,828 shares 498,828 $45.6M 0.62% -8,267 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: 497,764 shares; 2024Q4: 509,308 shares; 2025Q1: 466,285 shares; 2025Q2: 474,572 shares; 2025Q3: 480,349 shares 480,349 $44.9M 0.61% +5,777 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: 203,534 shares; 2024Q4: 196,177 shares; 2025Q1: 203,758 shares; 2025Q2: 174,198 shares; 2025Q3: 173,709 shares 173,709 $44.3M 0.61% -489 Timeline JPST 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: 311,554 shares; 2024Q4: 293,090 shares; 2025Q1: 290,872 shares; 2025Q2: 367,532 shares; 2025Q3: 866,913 shares 866,913 $44M 0.6% +499,381 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: 584,052 shares; 2024Q4: 1,286,946 shares; 2025Q1: 1,224,399 shares; 2025Q2: 1,733,768 shares; 2025Q3: 1,828,142 shares 1,828,142 $42.6M 0.58% +94,374 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: 58,034 shares; 2024Q4: 61,042 shares; 2025Q1: 39,286 shares; 2025Q2: 70,958 shares; 2025Q3: 83,783 shares 83,783 $42.1M 0.58% +12,825 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: 143,657 shares; 2024Q4: 140,966 shares; 2025Q1: 141,212 shares; 2025Q2: 142,532 shares; 2025Q3: 147,599 shares 147,599 $41.6M 0.57% +5,067 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: 96,237 shares; 2024Q4: 101,289 shares; 2025Q1: 101,576 shares; 2025Q2: 104,948 shares; 2025Q3: 120,644 shares 120,644 $41.2M 0.56% +15,696 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: 99,228 shares; 2024Q4: 112,770 shares; 2025Q1: 110,616 shares; 2025Q2: 154,684 shares; 2025Q3: 175,520 shares 175,520 $40.6M 0.56% +20,836 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,364 shares; 2024Q4: 290,363 shares; 2025Q1: 328,216 shares; 2025Q2: 361,339 shares; 2025Q3: 388,422 shares 388,422 $40.6M 0.56% +27,083 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: 25,844 shares; 2024Q4: 25,937 shares; 2025Q1: 27,126 shares; 2025Q2: 33,495 shares; 2025Q3: 39,743 shares 39,743 $36.8M 0.5% +6,248 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: 41,501 shares; 2024Q4: 42,723 shares; 2025Q1: 43,970 shares; 2025Q2: 43,625 shares; 2025Q3: 46,123 shares 46,123 $36.7M 0.5% +2,498 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: 26,577 shares; 2024Q4: 58,972 shares; 2025Q1: 72,240 shares; 2025Q2: 81,777 shares; 2025Q3: 81,557 shares 81,557 $36.3M 0.5% -220 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: 174,461 shares; 2024Q4: 157,578 shares; 2025Q1: 152,711 shares; 2025Q2: 164,335 shares; 2025Q3: 195,465 shares 195,465 $36.2M 0.5% +31,130 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,115 shares; 2024Q4: 46,519 shares; 2025Q1: 46,445 shares; 2025Q2: 60,781 shares; 2025Q3: 59,770 shares 59,770 $35.6M 0.49% -1,011 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: 330,078 shares; 2024Q4: 338,530 shares; 2025Q1: 361,164 shares; 2025Q2: 469,216 shares; 2025Q3: 474,318 shares 474,318 $31.6M 0.43% +5,102 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: 230,530 shares; 2024Q4: 222,213 shares; 2025Q1: 228,094 shares; 2025Q2: 259,175 shares; 2025Q3: 275,866 shares 275,866 $31.6M 0.43% +16,691 Timeline QUANTA SVCS INC 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: not reported; 2025Q1: not reported; 2025Q2: 59,650 shares; 2025Q3: 74,660 shares 74,660 $30.9M 0.42% +15,010 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: 321,423 shares; 2024Q4: 316,696 shares; 2025Q1: 324,540 shares; 2025Q2: 206,856 shares; 2025Q3: 254,960 shares 254,960 $28.7M 0.39% +48,104 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: 2,382 shares; 2024Q4: 2,654 shares; 2025Q1: 2,479 shares; 2025Q2: 2,655 shares; 2025Q3: 119,211 shares 119,211 $28.5M 0.39% +116,556 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: 176,487 shares; 2024Q4: 191,245 shares; 2025Q1: 192,827 shares; 2025Q2: 245,156 shares; 2025Q3: 239,207 shares 239,207 $28.4M 0.39% -5,949 Timeline SUB 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: 234,880 shares; 2024Q4: 343,326 shares; 2025Q1: 264,766 shares; 2025Q2: 264,342 shares; 2025Q3: 263,251 shares 263,251 $28.1M 0.39% -1,091 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: 30,105 shares; 2024Q4: 29,898 shares; 2025Q1: 64,990 shares; 2025Q2: 62,028 shares; 2025Q3: 64,126 shares 64,126 $27.3M 0.37% +2,098 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: 27,644 shares; 2024Q4: 29,788 shares; 2025Q1: 32,935 shares; 2025Q2: 33,448 shares; 2025Q3: 34,523 shares 34,523 $26.2M 0.36% +1,075 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: 167,011 shares; 2024Q4: 164,109 shares; 2025Q1: 284,194 shares; 2025Q2: 301,537 shares; 2025Q3: 311,028 shares 311,028 $26.1M 0.36% +9,491 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: 34,980 shares; 2024Q4: 36,235 shares; 2025Q1: 36,398 shares; 2025Q2: 53,094 shares; 2025Q3: 54,433 shares 54,433 $25.9M 0.35% +1,339 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,918 shares; 2024Q4: 396,644 shares; 2025Q1: 391,186 shares; 2025Q2: 343,250 shares; 2025Q3: 346,803 shares 346,803 $24.8M 0.34% +3,553 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: 186,815 shares; 2024Q4: 198,991 shares; 2025Q1: 176,664 shares; 2025Q2: 198,742 shares; 2025Q3: 203,395 shares 203,395 $24.6M 0.34% +4,653 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: 13,917 shares; 2024Q4: 13,745 shares; 2025Q1: 27,542 shares; 2025Q2: 25,668 shares; 2025Q3: 25,718 shares 25,718 $24.6M 0.34% +50 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: 23,542 shares; 2024Q4: 23,660 shares; 2025Q1: 18,969 shares; 2025Q2: 48,473 shares; 2025Q3: 49,146 shares 49,146 $24.5M 0.34% +673 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: 42,791 shares; 2024Q4: 124,687 shares; 2025Q1: 163,677 shares; 2025Q2: 222,715 shares; 2025Q3: 222,545 shares 222,545 $24.2M 0.33% -170 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: 243,997 shares; 2024Q4: 231,322 shares; 2025Q1: 320,445 shares; 2025Q2: 281,090 shares; 2025Q3: 282,793 shares 282,793 $23.9M 0.33% +1,703 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: 14,549 shares; 2024Q4: 14,404 shares; 2025Q1: 15,322 shares; 2025Q2: 128,605 shares; 2025Q3: 229,091 shares 229,091 $23.3M 0.32% +100,486 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: 86,541 shares; 2024Q4: 86,149 shares; 2025Q1: 22,420 shares; 2025Q2: 64,429 shares; 2025Q3: 69,218 shares 69,218 $23M 0.31% +4,789 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,541 shares; 2024Q4: 274,126 shares; 2025Q1: 267,421 shares; 2025Q2: 255,666 shares; 2025Q3: 239,934 shares 239,934 $22.8M 0.31% -15,732 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: 55,673 shares; 2024Q4: 56,103 shares; 2025Q1: 57,920 shares; 2025Q2: 58,886 shares; 2025Q3: 61,498 shares 61,498 $22.7M 0.31% +2,612 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: 62,949 shares; 2024Q4: 71,644 shares; 2025Q1: 77,743 shares; 2025Q2: 90,711 shares; 2025Q3: 91,824 shares 91,824 $22.7M 0.31% +1,113 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: 353,889 shares; 2024Q4: 381,379 shares; 2025Q1: 395,280 shares; 2025Q2: 406,623 shares; 2025Q3: 409,264 shares 409,264 $22M 0.3% +2,641 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: 168,419 shares; 2024Q4: 188,116 shares; 2025Q1: 190,923 shares; 2025Q2: 196,430 shares; 2025Q3: 210,405 shares 210,405 $21.7M 0.3% +13,975 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: 49,814 shares; 2024Q4: 53,436 shares; 2025Q1: 61,517 shares; 2025Q2: 57,725 shares; 2025Q3: 57,177 shares 57,177 $21.7M 0.3% -548 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: 272,068 shares; 2024Q4: 272,155 shares; 2025Q1: 291,881 shares; 2025Q2: 308,033 shares; 2025Q3: 316,343 shares 316,343 $21.6M 0.3% +8,310 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: 94,597 shares; 2024Q4: 23,303 shares; 2025Q1: 48,868 shares; 2025Q2: 115,914 shares; 2025Q3: 94,323 shares 94,323 $21.3M 0.29% -21,591 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: 461,271 shares; 2024Q4: 443,509 shares; 2025Q1: 426,997 shares; 2025Q2: 428,065 shares; 2025Q3: 397,212 shares 397,212 $21.1M 0.29% -30,853 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: 118,708 shares; 2024Q4: 117,220 shares; 2025Q1: 93,887 shares; 2025Q2: 131,350 shares; 2025Q3: 151,357 shares 151,357 $20.3M 0.28% +20,007 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: 92,355 shares; 2024Q4: 93,183 shares; 2025Q1: 88,086 shares; 2025Q2: 95,920 shares; 2025Q3: 95,434 shares 95,434 $20.1M 0.28% -486 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: 421,737 shares; 2024Q4: 455,677 shares; 2025Q1: 380,730 shares; 2025Q2: 381,238 shares; 2025Q3: 365,945 shares 365,945 $19.8M 0.27% -15,293 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: 5,872 shares; 2024Q4: 7,280 shares; 2025Q1: 9,400 shares; 2025Q2: 10,231 shares; 2025Q3: 16,485 shares 16,485 $19.8M 0.27% +6,254 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: 27,816 shares; 2024Q4: 29,708 shares; 2025Q1: 28,989 shares; 2025Q2: 33,725 shares; 2025Q3: 40,514 shares 40,514 $19.7M 0.27% +6,789 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: 106,690 shares; 2024Q4: 90,604 shares; 2025Q1: 88,492 shares; 2025Q2: 69,710 shares; 2025Q3: 67,596 shares 67,596 $18.9M 0.26% -2,114 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: 83,771 shares; 2024Q4: 83,237 shares; 2025Q1: 80,716 shares; 2025Q2: 85,404 shares; 2025Q3: 87,148 shares 87,148 $18.9M 0.26% +1,744 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: 118,818 shares; 2024Q4: 125,595 shares; 2025Q1: 125,141 shares; 2025Q2: 126,461 shares; 2025Q3: 130,431 shares 130,431 $18.9M 0.26% +3,970 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,850 shares; 2024Q4: 582,266 shares; 2025Q1: 574,115 shares; 2025Q2: 951,002 shares; 2025Q3: 969,212 shares 969,212 $18.7M 0.26% +18,210 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: 31,047 shares; 2024Q4: 31,871 shares; 2025Q1: 31,459 shares; 2025Q2: 33,700 shares; 2025Q3: 37,596 shares 37,596 $18.1M 0.25% +3,896 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: 73,330 shares; 2024Q4: 80,794 shares; 2025Q1: 189,976 shares; 2025Q2: 183,144 shares; 2025Q3: 188,125 shares 188,125 $17.8M 0.24% +4,981 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: 41,296 shares; 2024Q4: 39,634 shares; 2025Q1: 40,646 shares; 2025Q2: 45,416 shares; 2025Q3: 54,009 shares 54,009 $17.8M 0.24% +8,593 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: 31,177 shares; 2024Q4: 35,347 shares; 2025Q1: 36,710 shares; 2025Q2: 37,264 shares; 2025Q3: 37,493 shares 37,493 $17.6M 0.24% +229 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: 2,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,882 shares; 2025Q3: 187,386 shares 187,386 $17.2M 0.24% -496 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540,739 shares 540,739 $16.9M 0.23% new 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: 22,117 shares; 2024Q4: 22,694 shares; 2025Q1: 22,810 shares; 2025Q2: 32,918 shares; 2025Q3: 42,881 shares 42,881 $16.8M 0.23% +9,963 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; 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: 8,949 shares 8,949 $16M 0.22% new 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: 117,428 shares; 2024Q4: 117,857 shares; 2025Q1: 166,953 shares; 2025Q2: 170,024 shares; 2025Q3: 170,238 shares 170,238 $15.5M 0.21% +214 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: 14,815 shares; 2024Q4: 15,461 shares; 2025Q1: 18,464 shares; 2025Q2: 33,938 shares; 2025Q3: 54,825 shares 54,825 $15.5M 0.21% +20,887 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: 191,932 shares; 2024Q4: 197,638 shares; 2025Q1: 201,847 shares; 2025Q2: 201,973 shares; 2025Q3: 203,135 shares 203,135 $15.3M 0.21% +1,162 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: 286,556 shares; 2024Q4: 287,869 shares; 2025Q1: 291,758 shares; 2025Q2: 282,154 shares; 2025Q3: 283,238 shares 283,238 $15.1M 0.21% +1,084 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: 47,960 shares; 2024Q4: 47,883 shares; 2025Q1: 47,797 shares; 2025Q2: 57,778 shares; 2025Q3: 61,675 shares 61,675 $14.8M 0.2% +3,897 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: 13,902 shares; 2024Q4: 19,097 shares; 2025Q1: 26,420 shares; 2025Q2: 29,146 shares; 2025Q3: 30,853 shares 30,853 $14.7M 0.2% +1,707 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: 15,175 shares; 2024Q4: 18,611 shares; 2025Q1: 18,463 shares; 2025Q2: 39,655 shares; 2025Q3: 39,696 shares 39,696 $14.5M 0.2% +41 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,630 shares; 2024Q4: 19,754 shares; 2025Q1: 19,730 shares; 2025Q2: 69,225 shares; 2025Q3: 73,979 shares 73,979 $14.3M 0.2% +4,754 Timeline IEI 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: 2,102 shares; 2024Q4: 2,069 shares; 2025Q1: 113,269 shares; 2025Q2: 118,277 shares; 2025Q3: 114,674 shares 114,674 $13.7M 0.19% -3,603 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: 81,696 shares; 2024Q4: 83,864 shares; 2025Q1: 84,259 shares; 2025Q2: 85,639 shares; 2025Q3: 57,775 shares 57,775 $13.7M 0.19% -27,864 Timeline MUB 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: 162,850 shares; 2024Q4: 162,404 shares; 2025Q1: 162,024 shares; 2025Q2: 134,359 shares; 2025Q3: 128,385 shares 128,385 $13.7M 0.19% -5,974 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: 13,105 shares; 2024Q4: 15,374 shares; 2025Q1: 16,592 shares; 2025Q2: 19,053 shares; 2025Q3: 48,286 shares 48,286 $13.7M 0.19% +29,233 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 66,514 shares; 2025Q1: 63,547 shares; 2025Q2: 151,024 shares; 2025Q3: 172,812 shares 172,812 $13.5M 0.19% +21,788 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: 230,480 shares; 2024Q4: 185,283 shares; 2025Q1: 166,185 shares; 2025Q2: 94,640 shares; 2025Q3: 95,663 shares 95,663 $13.4M 0.18% +1,023 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: 30,216 shares; 2024Q4: 31,770 shares; 2025Q1: 31,948 shares; 2025Q2: 31,234 shares; 2025Q3: 31,121 shares 31,121 $13.1M 0.18% -113 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,064 shares; 2024Q4: 154,885 shares; 2025Q1: 138,905 shares; 2025Q2: 157,316 shares; 2025Q3: 160,055 shares 160,055 $12.8M 0.18% +2,739 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: 111,962 shares; 2024Q4: 122,427 shares; 2025Q1: 126,446 shares; 2025Q2: 126,272 shares; 2025Q3: 130,182 shares 130,182 $12.8M 0.17% +3,910 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: 55,736 shares; 2024Q4: 61,558 shares; 2025Q1: 62,487 shares; 2025Q2: 71,612 shares; 2025Q3: 81,728 shares 81,728 $12.7M 0.17% +10,116 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: 3,923 shares; 2024Q4: 2,785 shares; 2025Q1: 3,004 shares; 2025Q2: 3,549 shares; 2025Q3: 25,878 shares 25,878 $12.6M 0.17% +22,329 Timeline TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,943 shares; 2024Q4: 38,598 shares; 2025Q1: 37,925 shares; 2025Q2: 36,988 shares; 2025Q3: 45,078 shares 45,078 $12.6M 0.17% +8,090 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: 84,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,539 shares; 2025Q3: 87,725 shares 87,725 $12.6M 0.17% +1,186 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: 64,463 shares; 2024Q4: 64,620 shares; 2025Q1: 61,736 shares; 2025Q2: 59,527 shares; 2025Q3: 59,714 shares 59,714 $12.3M 0.17% +187 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: 13,423 shares; 2024Q4: 14,112 shares; 2025Q1: 13,950 shares; 2025Q2: 15,715 shares; 2025Q3: 17,868 shares 17,868 $12.2M 0.17% +2,153 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: 92,686 shares; 2024Q4: 81,663 shares; 2025Q1: 265,659 shares; 2025Q2: 264,700 shares; 2025Q3: 277,161 shares 277,161 $12.2M 0.17% +12,461 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: 561,897 shares; 2024Q4: 561,356 shares; 2025Q1: 372,027 shares; 2025Q2: 389,157 shares; 2025Q3: 423,248 shares 423,248 $12M 0.16% +34,091 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,481 shares; 2025Q3: 86,180 shares 86,180 $11.9M 0.16% +699 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: 19,610 shares; 2024Q4: 18,832 shares; 2025Q1: 25,348 shares; 2025Q2: 27,744 shares; 2025Q3: 33,499 shares 33,499 $11.9M 0.16% +5,755 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,535 shares; 2024Q4: 44,002 shares; 2025Q1: 45,628 shares; 2025Q2: 44,359 shares; 2025Q3: 44,417 shares 44,417 $11.6M 0.16% +58 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 13,766 shares; 2025Q1: 13,775 shares; 2025Q2: 25,943 shares; 2025Q3: 26,099 shares 26,099 $11.4M 0.16% +156 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: 37,826 shares; 2024Q4: 41,148 shares; 2025Q1: 42,584 shares; 2025Q2: 48,351 shares; 2025Q3: 67,533 shares 67,533 $11.2M 0.15% +19,182 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: 45,144 shares; 2024Q4: 55,020 shares; 2025Q1: 57,013 shares; 2025Q2: 58,701 shares; 2025Q3: 69,868 shares 69,868 $11.1M 0.15% +11,167 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: 38,174 shares; 2024Q4: 34,745 shares; 2025Q1: 33,427 shares; 2025Q2: 42,777 shares; 2025Q3: 44,918 shares 44,918 $10.6M 0.15% +2,141 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: 99,477 shares; 2024Q4: 100,967 shares; 2025Q1: 101,733 shares; 2025Q2: 101,682 shares; 2025Q3: 110,926 shares 110,926 $10.6M 0.15% +9,244 Timeline AGGY 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: not reported; 2025Q1: not reported; 2025Q2: 234,249 shares; 2025Q3: 238,771 shares 238,771 $10.6M 0.14% +4,522 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 14 shares 14 $10.6M 0.14% +2 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: 3,779 shares; 2024Q4: 10,286 shares; 2025Q1: 10,910 shares; 2025Q2: 11,345 shares; 2025Q3: 11,445 shares 11,445 $10.5M 0.14% +100 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: 11,491 shares; 2024Q4: 11,250 shares; 2025Q1: 11,828 shares; 2025Q2: 14,729 shares; 2025Q3: 61,033 shares 61,033 $10.3M 0.14% +46,304 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: 25,203 shares; 2024Q4: 26,249 shares; 2025Q1: 28,023 shares; 2025Q2: 30,515 shares; 2025Q3: 33,334 shares 33,334 $10.1M 0.14% +2,819 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: 9,543 shares; 2024Q4: 13,299 shares; 2025Q1: 20,750 shares; 2025Q2: 61,649 shares; 2025Q3: 53,002 shares 53,002 $10.1M 0.14% -8,647 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: 31,584 shares; 2024Q4: 31,750 shares; 2025Q1: 31,678 shares; 2025Q2: 32,153 shares; 2025Q3: 32,299 shares 32,299 $9.97M 0.14% +146 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: 41,717 shares; 2024Q4: 42,293 shares; 2025Q1: 42,684 shares; 2025Q2: 43,965 shares; 2025Q3: 47,680 shares 47,680 $9.79M 0.13% +3,715 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: 6,980 shares; 2024Q4: 8,594 shares; 2025Q1: 13,156 shares; 2025Q2: 14,042 shares; 2025Q3: 15,856 shares 15,856 $9.66M 0.13% +1,814 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: 85,964 shares; 2024Q4: 303,142 shares; 2025Q1: 343,640 shares; 2025Q2: 349,016 shares; 2025Q3: 351,336 shares 351,336 $9.59M 0.13% +2,320 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: 43,036 shares; 2024Q4: 44,946 shares; 2025Q1: 46,038 shares; 2025Q2: 42,927 shares; 2025Q3: 27,503 shares 27,503 $9.5M 0.13% -15,424 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: 14,844 shares; 2024Q4: 14,782 shares; 2025Q1: 9,558 shares; 2025Q2: 15,668 shares; 2025Q3: 33,533 shares 33,533 $9.46M 0.13% +17,865 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: 582 shares; 2024Q4: 860 shares; 2025Q1: 8,294 shares; 2025Q2: 8,419 shares; 2025Q3: 8,703 shares 8,703 $9.39M 0.13% +284 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 25,181 shares; 2025Q1: 26,082 shares; 2025Q2: 26,276 shares; 2025Q3: 25,784 shares 25,784 $9.19M 0.13% -492 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,181 shares; 2025Q2: 194,430 shares; 2025Q3: 186,885 shares 186,885 $9.11M 0.12% -7,545 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 9,101 shares; 2025Q1: 9,075 shares; 2025Q2: 10,242 shares; 2025Q3: 109,934 shares 109,934 $9.02M 0.12% +99,692 Timeline IEF 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: 85,190 shares; 2025Q2: 96,297 shares; 2025Q3: 92,360 shares 92,360 $8.91M 0.12% -3,937 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: 304,477 shares; 2024Q4: 334,663 shares; 2025Q1: 392,043 shares; 2025Q2: 367,335 shares; 2025Q3: 345,509 shares 345,509 $8.8M 0.12% -21,826 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,465 shares; 2024Q4: 20,541 shares; 2025Q1: 20,701 shares; 2025Q2: 39,914 shares; 2025Q3: 42,038 shares 42,038 $8.56M 0.12% +2,124 Timeline ESGD 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: 170,944 shares; 2024Q4: 148,081 shares; 2025Q1: 115,166 shares; 2025Q2: 108,066 shares; 2025Q3: 90,529 shares 90,529 $8.42M 0.12% -17,537 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: 37,653 shares; 2024Q4: 42,306 shares; 2025Q1: 42,679 shares; 2025Q2: 45,197 shares; 2025Q3: 44,984 shares 44,984 $8.26M 0.11% -213 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: not reported; 2024Q4: not reported; 2025Q1: 101,528 shares; 2025Q2: 88,782 shares; 2025Q3: 90,544 shares 90,544 $8.09M 0.11% +1,762 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,876 shares; 2024Q4: 25,137 shares; 2025Q1: 36,515 shares; 2025Q2: 126,474 shares; 2025Q3: 285,215 shares 285,215 $8.07M 0.11% +158,741 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: 49,532 shares; 2024Q4: 48,308 shares; 2025Q1: 48,172 shares; 2025Q2: 46,463 shares; 2025Q3: 46,678 shares 46,678 $8.06M 0.11% +215 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: 21,787 shares; 2024Q4: 19,918 shares; 2025Q1: 18,496 shares; 2025Q2: 17,583 shares; 2025Q3: 17,568 shares 17,568 $8.03M 0.11% -15 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,810 shares; 2024Q4: 64,577 shares; 2025Q1: 64,669 shares; 2025Q2: 63,009 shares; 2025Q3: 65,077 shares 65,077 $7.97M 0.11% +2,068 Timeline AGG 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: 68,935 shares; 2024Q4: 92,076 shares; 2025Q1: 73,422 shares; 2025Q2: 109,760 shares; 2025Q3: 79,321 shares 79,321 $7.95M 0.11% -30,439 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,169 shares; 2025Q3: 31,214 shares 31,214 $7.91M 0.11% +45 Timeline RTX CORPORATION 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,116 shares; 2025Q3: 46,540 shares 46,540 $7.79M 0.11% +5,424 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: 24,830 shares; 2024Q4: 24,594 shares; 2025Q1: 24,655 shares; 2025Q2: 51,888 shares; 2025Q3: 58,161 shares 58,161 $7.63M 0.1% +6,273 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: 36,882 shares; 2024Q4: 53,857 shares; 2025Q1: 58,173 shares; 2025Q2: 71,161 shares; 2025Q3: 78,479 shares 78,479 $7.58M 0.1% +7,318 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 22,220 shares; 2025Q1: 17,886 shares; 2025Q2: 17,812 shares; 2025Q3: 22,665 shares 22,665 $7.54M 0.1% +4,853 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: 26,705 shares; 2024Q4: 41,416 shares; 2025Q1: 39,430 shares; 2025Q2: 38,394 shares; 2025Q3: 37,045 shares 37,045 $7.54M 0.1% -1,349 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: 82,647 shares; 2024Q4: 90,036 shares; 2025Q1: 29,068 shares; 2025Q2: 90,630 shares; 2025Q3: 36,337 shares 36,337 $7.44M 0.1% -54,293 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: 20,757 shares; 2024Q4: 21,235 shares; 2025Q1: 21,988 shares; 2025Q2: 23,912 shares; 2025Q3: 29,308 shares 29,308 $7.37M 0.1% +5,396 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: 17,238 shares; 2024Q4: 20,560 shares; 2025Q1: 23,191 shares; 2025Q2: 33,518 shares; 2025Q3: 42,746 shares 42,746 $7.3M 0.1% +9,228 Timeline SCHP 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: 279,580 shares; 2025Q2: 283,368 shares; 2025Q3: 270,351 shares 270,351 $7.29M 0.1% -13,017 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: 1,921 shares; 2024Q4: 1,636 shares; 2025Q1: 1,484 shares; 2025Q2: 1,442 shares; 2025Q3: 9,941 shares 9,941 $7.14M 0.1% +8,499 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,798 shares; 2024Q4: 21,443 shares; 2025Q1: 7,078 shares; 2025Q2: 22,973 shares; 2025Q3: 24,254 shares 24,254 $7.13M 0.1% +1,281 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,120 shares; 2024Q4: 9,669 shares; 2025Q1: 9,116 shares; 2025Q2: 14,943 shares; 2025Q3: 15,738 shares 15,738 $7.04M 0.1% +795 Timeline JMST 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: 4,697 shares; 2024Q4: 4,095 shares; 2025Q1: 4,935 shares; 2025Q2: 4,902 shares; 2025Q3: 136,156 shares 136,156 $6.95M 0.1% +131,254 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: 15,873 shares; 2024Q4: 14,136 shares; 2025Q1: 14,996 shares; 2025Q2: 30,303 shares; 2025Q3: 70,928 shares 70,928 $6.76M 0.09% +40,625 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: 59,757 shares; 2024Q4: 62,426 shares; 2025Q1: 61,892 shares; 2025Q2: 51,199 shares; 2025Q3: 47,479 shares 47,479 $6.75M 0.09% -3,720 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 5,325 shares; 2025Q1: 32,485 shares; 2025Q2: 28,871 shares; 2025Q3: 29,012 shares 29,012 $6.66M 0.09% +141 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,666 shares; 2025Q1: 141,910 shares; 2025Q2: 125,186 shares; 2025Q3: 129,691 shares 129,691 $6.54M 0.09% +4,505 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: 816 shares; 2024Q4: 815 shares; 2025Q1: 863 shares; 2025Q2: 995 shares; 2025Q3: 1,186 shares 1,186 $6.4M 0.09% +191 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: 22,278 shares; 2024Q4: 25,112 shares; 2025Q1: 104,619 shares; 2025Q2: 97,450 shares; 2025Q3: 87,920 shares 87,920 $6.4M 0.09% -9,530 Timeline XLRE 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: 99,045 shares; 2024Q4: 114,451 shares; 2025Q1: 101,850 shares; 2025Q2: 164,355 shares; 2025Q3: 150,807 shares 150,807 $6.35M 0.09% -13,548 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: 43,265 shares; 2024Q4: 44,044 shares; 2025Q1: 43,430 shares; 2025Q2: 25,244 shares; 2025Q3: 25,389 shares 25,389 $6.26M 0.09% +145 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: 12,722 shares; 2024Q4: 15,592 shares; 2025Q1: 21,914 shares; 2025Q2: 26,635 shares; 2025Q3: 38,117 shares 38,117 $6.18M 0.08% +11,482 Timeline FDVV 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: 6,189 shares; 2024Q4: 6,189 shares; 2025Q1: 5,182 shares; 2025Q2: 111,005 shares; 2025Q3: 110,122 shares 110,122 $6.13M 0.08% -883 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 12,880 shares; 2025Q1: 13,023 shares; 2025Q2: 77,535 shares; 2025Q3: 83,734 shares 83,734 $6.11M 0.08% +6,199 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: 44,904 shares; 2024Q4: 22,228 shares; 2025Q1: 24,897 shares; 2025Q2: 41,685 shares; 2025Q3: 40,731 shares 40,731 $6.05M 0.08% -954 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 20,550 shares; 2025Q1: 33,088 shares; 2025Q2: 41,091 shares; 2025Q3: 42,526 shares 42,526 $5.96M 0.08% +1,435 Timeline PFM 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: 118,692 shares; 2024Q4: 119,075 shares; 2025Q1: 119,460 shares; 2025Q2: 119,377 shares; 2025Q3: 115,160 shares 115,160 $5.84M 0.08% -4,217 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: 8,617 shares; 2024Q4: 11,048 shares; 2025Q1: 8,303 shares; 2025Q2: 11,900 shares; 2025Q3: 18,978 shares 18,978 $5.71M 0.08% +7,078 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,068 shares; 2024Q4: 545,404 shares; 2025Q1: not reported; 2025Q2: 546,279 shares; 2025Q3: 546,599 shares 546,599 $5.67M 0.08% +320 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 16,459 shares; 2025Q1: 18,397 shares; 2025Q2: 19,299 shares; 2025Q3: 19,259 shares 19,259 $5.67M 0.08% -40 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 22,660 shares; 2025Q1: 19,413 shares; 2025Q2: 16,884 shares; 2025Q3: 40,624 shares 40,624 $5.6M 0.08% +23,740 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,256 shares; 2025Q1: 10,786 shares; 2025Q2: 19,518 shares; 2025Q3: 29,902 shares 29,902 $5.45M 0.07% +10,384 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: 4,604 shares; 2025Q1: 3,879 shares; 2025Q2: 4,168 shares; 2025Q3: 4,476 shares 4,476 $5.22M 0.07% +308 Timeline IJK 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: 49,571 shares; 2024Q4: 49,821 shares; 2025Q1: 50,122 shares; 2025Q2: 55,198 shares; 2025Q3: 54,082 shares 54,082 $5.19M 0.07% -1,116 Timeline ESML 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: 253,829 shares; 2024Q4: 189,950 shares; 2025Q1: 113,213 shares; 2025Q2: 114,100 shares; 2025Q3: 114,585 shares 114,585 $5.17M 0.07% +485 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 16,265 shares; 2025Q1: 16,928 shares; 2025Q2: 19,037 shares; 2025Q3: 20,402 shares 20,402 $5.04M 0.07% +1,365 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,674 shares; 2024Q4: 53,167 shares; 2025Q1: 54,460 shares; 2025Q2: 58,475 shares; 2025Q3: 59,541 shares 59,541 $4.94M 0.07% +1,066 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: 79,701 shares; 2024Q4: 69,285 shares; 2025Q1: 47,595 shares; 2025Q2: 40,303 shares; 2025Q3: 59,142 shares 59,142 $4.87M 0.07% +18,839 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: 52,335 shares; 2024Q4: 56,808 shares; 2025Q1: 54,579 shares; 2025Q2: 55,017 shares; 2025Q3: 49,874 shares 49,874 $4.75M 0.07% -5,143 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268,957 shares; 2025Q2: 201,331 shares; 2025Q3: 80,326 shares 80,326 $4.73M 0.06% -121,005 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 83,020 shares; 2025Q1: 85,114 shares; 2025Q2: 85,200 shares; 2025Q3: 84,672 shares 84,672 $4.68M 0.06% -528 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: 30,440 shares; 2024Q4: 9,730 shares; 2025Q1: 6,232 shares; 2025Q2: 12,144 shares; 2025Q3: 21,580 shares 21,580 $4.66M 0.06% +9,436 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,574 shares; 2024Q4: 55,193 shares; 2025Q1: 51,296 shares; 2025Q2: 48,015 shares; 2025Q3: 46,207 shares 46,207 $4.63M 0.06% -1,808 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: 6,282 shares; 2024Q4: 7,416 shares; 2025Q1: 9,394 shares; 2025Q2: 18,942 shares; 2025Q3: 21,753 shares 21,753 $4.62M 0.06% +2,811 Timeline VXF 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: 24,775 shares; 2024Q4: 23,425 shares; 2025Q1: 23,546 shares; 2025Q2: 22,037 shares; 2025Q3: 21,913 shares 21,913 $4.59M 0.06% -124 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,608 shares; 2024Q4: 26,338 shares; 2025Q1: 7,451 shares; 2025Q2: 25,520 shares; 2025Q3: 26,486 shares 26,486 $4.52M 0.06% +966 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: 15,954 shares; 2024Q4: 17,544 shares; 2025Q1: 17,243 shares; 2025Q2: 24,538 shares; 2025Q3: 26,415 shares 26,415 $4.27M 0.06% +1,877 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: 16,940 shares; 2024Q4: 16,836 shares; 2025Q1: 17,774 shares; 2025Q2: 20,135 shares; 2025Q3: 21,160 shares 21,160 $4.2M 0.06% +1,025 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: 13,048 shares; 2025Q1: 13,136 shares; 2025Q2: 13,144 shares; 2025Q3: 13,331 shares 13,331 $4.18M 0.06% +187 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: 23,662 shares; 2024Q4: 25,128 shares; 2025Q1: 25,647 shares; 2025Q2: 28,023 shares; 2025Q3: 32,064 shares 32,064 $4.17M 0.06% +4,041 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: 24,851 shares; 2024Q4: 26,415 shares; 2025Q1: 26,997 shares; 2025Q2: 12,750 shares; 2025Q3: 11,262 shares 11,262 $3.97M 0.05% -1,488 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 615 shares; 2025Q1: 686 shares; 2025Q2: 808 shares; 2025Q3: 3,009 shares 3,009 $3.97M 0.05% +2,201 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,219 shares; 2024Q4: 59,788 shares; 2025Q1: 65,616 shares; 2025Q2: 67,197 shares; 2025Q3: 56,277 shares 56,277 $3.92M 0.05% -10,920 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: 2,894 shares; 2024Q4: 3,463 shares; 2025Q1: 3,473 shares; 2025Q2: 4,820 shares; 2025Q3: 6,298 shares 6,298 $3.87M 0.05% +1,478 Timeline SCHM 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: 44,805 shares; 2024Q4: 134,950 shares; 2025Q1: 135,348 shares; 2025Q2: 135,474 shares; 2025Q3: 128,952 shares 128,952 $3.82M 0.05% -6,522 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: 6,048 shares; 2024Q4: 5,952 shares; 2025Q1: 6,204 shares; 2025Q2: 7,461 shares; 2025Q3: 8,236 shares 8,236 $3.82M 0.05% +775 Timeline FTSM 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: 69,603 shares; 2024Q4: 70,716 shares; 2025Q1: 71,224 shares; 2025Q2: 71,278 shares; 2025Q3: 63,304 shares 63,304 $3.81M 0.05% -7,974 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: 23,057 shares; 2024Q4: 16,288 shares; 2025Q1: 17,778 shares; 2025Q2: 25,539 shares; 2025Q3: 13,636 shares 13,636 $3.71M 0.05% -11,903 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,389 shares; 2025Q2: 121,676 shares; 2025Q3: 138,596 shares 138,596 $3.71M 0.05% +16,920 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 8,401 shares; 2025Q1: 8,487 shares; 2025Q2: 8,506 shares; 2025Q3: 8,553 shares 8,553 $3.68M 0.05% +47 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: 16,354 shares; 2024Q4: 17,512 shares; 2025Q1: 17,714 shares; 2025Q2: 17,647 shares; 2025Q3: 18,043 shares 18,043 $3.63M 0.05% +396 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: 41,247 shares; 2024Q4: 54,959 shares; 2025Q1: 11,452 shares; 2025Q2: 11,753 shares; 2025Q3: 10,799 shares 10,799 $3.55M 0.05% -954 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,332 shares; 2024Q4: 71,921 shares; 2025Q1: 71,440 shares; 2025Q2: 71,799 shares; 2025Q3: 70,047 shares 70,047 $3.55M 0.05% -1,752 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: 4,601 shares; 2024Q4: 3,813 shares; 2025Q1: 3,804 shares; 2025Q2: 3,756 shares; 2025Q3: 4,653 shares 4,653 $3.47M 0.05% +897 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: 15,152 shares; 2024Q4: 15,546 shares; 2025Q1: 14,506 shares; 2025Q2: 15,601 shares; 2025Q3: 17,411 shares 17,411 $3.41M 0.05% +1,810 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: 15,853 shares; 2024Q4: 15,868 shares; 2025Q1: 16,841 shares; 2025Q2: 19,824 shares; 2025Q3: 21,946 shares 21,946 $3.41M 0.05% +2,122 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: 90,276 shares; 2024Q4: 42,298 shares; 2025Q1: 43,060 shares; 2025Q2: 41,475 shares; 2025Q3: 48,298 shares 48,298 $3.38M 0.05% +6,823 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,093 shares; 2024Q4: 39,884 shares; 2025Q1: 41,147 shares; 2025Q2: 47,668 shares; 2025Q3: 53,525 shares 53,525 $3.34M 0.05% +5,857 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: 8,890 shares; 2024Q4: 10,442 shares; 2025Q1: 12,917 shares; 2025Q2: 13,949 shares; 2025Q3: 15,119 shares 15,119 $3.34M 0.05% +1,170 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: 20,000 shares; 2024Q4: 19,510 shares; 2025Q1: 18,587 shares; 2025Q2: 18,289 shares; 2025Q3: 17,256 shares 17,256 $3.34M 0.05% -1,033 Timeline VTWO 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: 31,358 shares; 2024Q4: 32,487 shares; 2025Q1: 36,635 shares; 2025Q2: 31,132 shares; 2025Q3: 32,802 shares 32,802 $3.21M 0.04% +1,670 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: 20,428 shares; 2024Q4: 29,475 shares; 2025Q1: 31,447 shares; 2025Q2: 35,667 shares; 2025Q3: 37,855 shares 37,855 $3.2M 0.04% +2,188 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 15,231 shares; 2025Q1: 16,893 shares; 2025Q2: 25,421 shares; 2025Q3: 25,783 shares 25,783 $3.19M 0.04% +362 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: 286,802 shares; 2024Q4: 84,401 shares; 2025Q1: 79,528 shares; 2025Q2: 92,038 shares; 2025Q3: 100,682 shares 100,682 $3.16M 0.04% +8,644 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,350 shares; 2025Q1: 4,467 shares; 2025Q2: 5,215 shares; 2025Q3: 45,777 shares 45,777 $3.14M 0.04% +40,562 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: 81,472 shares; 2024Q4: 78,477 shares; 2025Q1: 78,463 shares; 2025Q2: 77,904 shares; 2025Q3: 55,124 shares 55,124 $3.13M 0.04% -22,780 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: 26,776 shares; 2024Q4: 57,795 shares; 2025Q1: 62,179 shares; 2025Q2: 77,296 shares; 2025Q3: 62,187 shares 62,187 $3.01M 0.04% -15,109 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: 29,518 shares; 2024Q4: 29,994 shares; 2025Q1: 30,529 shares; 2025Q2: 31,336 shares; 2025Q3: 33,001 shares 33,001 $2.97M 0.04% +1,665 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,397 shares; 2024Q4: 18,389 shares; 2025Q1: 27,344 shares; 2025Q2: 33,948 shares; 2025Q3: 44,781 shares 44,781 $2.96M 0.04% +10,833 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: 2,036 shares; 2024Q4: 2,077 shares; 2025Q1: 2,054 shares; 2025Q2: 2,633 shares; 2025Q3: 6,015 shares 6,015 $2.95M 0.04% +3,382 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 21,765 shares; 2025Q1: 21,755 shares; 2025Q2: 21,149 shares; 2025Q3: 20,703 shares 20,703 $2.92M 0.04% -446 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 83,603 shares; 2025Q3: 72,628 shares 72,628 $2.91M 0.04% -10,975 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: 22,580 shares; 2024Q4: 9,055 shares; 2025Q1: 8,883 shares; 2025Q2: 25,634 shares; 2025Q3: 23,802 shares 23,802 $2.89M 0.04% -1,832 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 14,528 shares; 2025Q1: 14,790 shares; 2025Q2: 14,629 shares; 2025Q3: 14,723 shares 14,723 $2.88M 0.04% +94 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,312 shares; 2024Q4: 99,335 shares; 2025Q1: 98,976 shares; 2025Q2: 99,147 shares; 2025Q3: 100,514 shares 100,514 $2.8M 0.04% +1,367 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: 8,854 shares; 2024Q4: 8,908 shares; 2025Q1: 8,609 shares; 2025Q2: 8,831 shares; 2025Q3: 9,176 shares 9,176 $2.8M 0.04% +345 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: 9,324 shares; 2024Q4: 8,806 shares; 2025Q1: 7,676 shares; 2025Q2: 9,452 shares; 2025Q3: 10,012 shares 10,012 $2.74M 0.04% +560 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY 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: 239,098 shares 239,098 $2.72M 0.04% new 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: 8,611 shares; 2024Q4: 8,945 shares; 2025Q1: 8,726 shares; 2025Q2: 9,430 shares; 2025Q3: 9,419 shares 9,419 $2.71M 0.04% -11 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,268 shares; 2025Q2: 12,249 shares; 2025Q3: 46,747 shares 46,747 $2.69M 0.04% +34,498 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: 23,758 shares; 2024Q4: 25,394 shares; 2025Q1: 8,676 shares; 2025Q2: 7,666 shares; 2025Q3: 7,801 shares 7,801 $2.66M 0.04% +135 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: not reported; 2024Q4: not reported; 2025Q1: 52,974 shares; 2025Q2: 68,897 shares; 2025Q3: 68,897 shares 68,897 $2.66M 0.04% 0 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: 20,723 shares; 2024Q4: 20,512 shares; 2025Q1: 27,718 shares; 2025Q2: 31,950 shares; 2025Q3: 27,848 shares 27,848 $2.64M 0.04% -4,102 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS 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: 422,460 shares; 2025Q2: 424,287 shares; 2025Q3: 429,878 shares 429,878 $2.59M 0.04% +5,591 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: 5,612 shares; 2024Q4: 6,134 shares; 2025Q1: 6,760 shares; 2025Q2: 8,022 shares; 2025Q3: 8,044 shares 8,044 $2.57M 0.04% +22 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: 28,431 shares; 2024Q4: 29,220 shares; 2025Q1: 29,481 shares; 2025Q2: 29,429 shares; 2025Q3: 30,146 shares 30,146 $2.53M 0.03% +717 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: 16,766 shares; 2024Q4: 21,312 shares; 2025Q1: 18,849 shares; 2025Q2: 18,946 shares; 2025Q3: 17,216 shares 17,216 $2.52M 0.03% -1,730 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 36,238 shares; 2025Q1: 39,063 shares; 2025Q2: 39,268 shares; 2025Q3: 31,777 shares 31,777 $2.51M 0.03% -7,491 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,196 shares; 2024Q4: 35,613 shares; 2025Q1: 32,635 shares; 2025Q2: 31,745 shares; 2025Q3: 31,925 shares 31,925 $2.5M 0.03% +180 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: 80,839 shares; 2025Q1: 31,316 shares; 2025Q2: 17,778 shares; 2025Q3: 16,997 shares 16,997 $2.48M 0.03% -781 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: 7,591 shares; 2024Q4: 7,662 shares; 2025Q1: 8,032 shares; 2025Q2: 8,762 shares; 2025Q3: 5,401 shares 5,401 $2.47M 0.03% -3,361 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,735 shares; 2025Q2: 51,735 shares; 2025Q3: 22,097 shares 22,097 $2.47M 0.03% -29,638 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: not reported; 2025Q3: 10,957 shares 10,957 $2.43M 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: 8,503 shares; 2024Q4: 10,399 shares; 2025Q1: 10,982 shares; 2025Q2: 14,850 shares; 2025Q3: 19,559 shares 19,559 $2.42M 0.03% +4,709 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 8,652 shares; 2025Q1: 10,953 shares; 2025Q2: 11,337 shares; 2025Q3: 14,281 shares 14,281 $2.42M 0.03% +2,944 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 300,000 shares; 2025Q1: 245,000 shares; 2025Q2: 202,848 shares; 2025Q3: 143,064 shares 143,064 $2.4M 0.03% -59,784 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: 9,762 shares; 2025Q1: 10,749 shares; 2025Q2: 15,507 shares; 2025Q3: 17,500 shares 17,500 $2.34M 0.03% +1,993 Timeline LQD 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: 1,821 shares; 2024Q4: 60,816 shares; 2025Q1: 24,019 shares; 2025Q2: 23,346 shares; 2025Q3: 20,929 shares 20,929 $2.33M 0.03% -2,417 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,268 shares; 2025Q1: 2,199 shares; 2025Q2: 2,296 shares; 2025Q3: 2,446 shares 2,446 $2.33M 0.03% +150 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: not reported; 2025Q3: 35,786 shares 35,786 $2.33M 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,222 shares 16,222 $2.31M 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,509 shares; 2024Q4: 34,006 shares; 2025Q1: 43,275 shares; 2025Q2: 62,298 shares; 2025Q3: 68,747 shares 68,747 $2.31M 0.03% +6,449 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 18,194 shares; 2025Q1: 18,209 shares; 2025Q2: 7,339 shares; 2025Q3: 18,234 shares 18,234 $2.29M 0.03% +10,895 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: 1,939 shares; 2025Q2: 2,437 shares; 2025Q3: 11,637 shares 11,637 $2.28M 0.03% +9,200 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,730 shares; 2024Q4: 33,712 shares; 2025Q1: 30,191 shares; 2025Q2: 30,180 shares; 2025Q3: 29,747 shares 29,747 $2.28M 0.03% -433 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: 3,480 shares; 2024Q4: 3,624 shares; 2025Q1: 3,516 shares; 2025Q2: 3,801 shares; 2025Q3: 4,773 shares 4,773 $2.27M 0.03% +972 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 22,363 shares; 2025Q1: 62,642 shares; 2025Q2: 78,270 shares; 2025Q3: 39,751 shares 39,751 $2.27M 0.03% -38,519 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: 2,279 shares; 2024Q4: 4,233 shares; 2025Q1: 3,688 shares; 2025Q2: 3,401 shares; 2025Q3: 2,928 shares 2,928 $2.26M 0.03% -473 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: 37,222 shares; 2024Q4: 25,933 shares; 2025Q1: 23,935 shares; 2025Q2: 24,390 shares; 2025Q3: 29,581 shares 29,581 $2.23M 0.03% +5,191 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: 32,995 shares; 2024Q4: 29,942 shares; 2025Q1: 35,337 shares; 2025Q2: 44,213 shares; 2025Q3: 49,283 shares 49,283 $2.22M 0.03% +5,070 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: 17,542 shares; 2024Q4: 30,852 shares; 2025Q1: 33,368 shares; 2025Q2: 33,030 shares; 2025Q3: 34,868 shares 34,868 $2.21M 0.03% +1,838 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 335 shares; 2025Q1: 174 shares; 2025Q2: 429 shares; 2025Q3: 511 shares 511 $2.19M 0.03% +82 Timeline PFF 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: 68,306 shares; 2024Q4: 56,955 shares; 2025Q1: 69,630 shares; 2025Q2: 74,862 shares; 2025Q3: 69,269 shares 69,269 $2.19M 0.03% -5,593 Timeline CIBR 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: 23,394 shares; 2024Q4: 23,999 shares; 2025Q1: 24,648 shares; 2025Q2: 20,926 shares; 2025Q3: 28,493 shares 28,493 $2.17M 0.03% +7,567 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,619 shares; 2024Q4: 18,437 shares; 2025Q1: 19,144 shares; 2025Q2: 24,631 shares; 2025Q3: 26,171 shares 26,171 $2.16M 0.03% +1,540 Timeline IHI 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: 37,257 shares; 2024Q4: 37,342 shares; 2025Q1: 35,238 shares; 2025Q2: 35,248 shares; 2025Q3: 35,669 shares 35,669 $2.14M 0.03% +421 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 794 shares; 2025Q2: 864 shares; 2025Q3: 6,504 shares 6,504 $2.1M 0.03% +5,640 Timeline SPHQ 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: 3,451 shares; 2024Q4: 3,451 shares; 2025Q1: 20,552 shares; 2025Q2: 27,380 shares; 2025Q3: 28,493 shares 28,493 $2.09M 0.03% +1,113 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,270 shares; 2025Q3: 47,173 shares 47,173 $2.08M 0.03% -1,097 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 9,748 shares; 2025Q1: 8,911 shares; 2025Q2: 9,288 shares; 2025Q3: 11,044 shares 11,044 $2.07M 0.03% +1,756 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: 1,396 shares; 2024Q4: 1,590 shares; 2025Q1: 1,888 shares; 2025Q2: 2,359 shares; 2025Q3: 6,528 shares 6,528 $2.04M 0.03% +4,169 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: 14,205 shares; 2024Q4: 15,336 shares; 2025Q1: 16,776 shares; 2025Q2: 17,497 shares; 2025Q3: 14,635 shares 14,635 $2.04M 0.03% -2,862 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: 12,018 shares; 2024Q4: 1,253 shares; 2025Q1: 788 shares; 2025Q2: 2,659 shares; 2025Q3: 3,618 shares 3,618 $2.03M 0.03% +959 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,569 shares; 2025Q1: 11,371 shares; 2025Q2: 11,771 shares; 2025Q3: 6,775 shares 6,775 $2.02M 0.03% -4,996 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,077 shares; 2025Q1: 8,276 shares; 2025Q2: 7,790 shares; 2025Q3: 9,881 shares 9,881 $1.99M 0.03% +2,091 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: 6,321 shares; 2024Q4: 10,027 shares; 2025Q1: 14,172 shares; 2025Q2: 17,519 shares; 2025Q3: 17,895 shares 17,895 $1.99M 0.03% +376 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 12,933 shares; 2025Q1: 13,333 shares; 2025Q2: 13,960 shares; 2025Q3: 15,394 shares 15,394 $1.98M 0.03% +1,434 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: 4,173 shares; 2024Q4: 5,668 shares; 2025Q1: 5,286 shares; 2025Q2: 4,883 shares; 2025Q3: 5,671 shares 5,671 $1.96M 0.03% +788 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: 17,405 shares; 2024Q4: 16,564 shares; 2025Q1: 16,011 shares; 2025Q2: 20,674 shares; 2025Q3: 24,364 shares 24,364 $1.95M 0.03% +3,690 Timeline ESGE 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: 40,371 shares; 2024Q4: 37,781 shares; 2025Q1: 37,338 shares; 2025Q2: 44,286 shares; 2025Q3: 44,849 shares 44,849 $1.95M 0.03% +563 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,283 shares; 2025Q1: 78,246 shares; 2025Q2: 79,327 shares; 2025Q3: 78,410 shares 78,410 $1.94M 0.03% -917 Timeline XPO XPO INC More: the full row for XPO 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: 14,880 shares 14,880 $1.92M 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 4,004 shares; 2025Q1: 4,738 shares; 2025Q2: 5,865 shares; 2025Q3: 7,354 shares 7,354 $1.92M 0.03% +1,489 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: 20,674 shares; 2024Q4: 45,376 shares; 2025Q1: 26,422 shares; 2025Q2: 26,305 shares; 2025Q3: 23,185 shares 23,185 $1.85M 0.03% -3,120 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: 13,465 shares; 2024Q4: 10,675 shares; 2025Q1: 10,437 shares; 2025Q2: 11,366 shares; 2025Q3: 11,975 shares 11,975 $1.82M 0.02% +609 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: 25,294 shares; 2024Q4: 21,934 shares; 2025Q1: 22,609 shares; 2025Q2: 22,716 shares; 2025Q3: 17,292 shares 17,292 $1.82M 0.02% -5,424 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: 1,865 shares; 2024Q4: 2,024 shares; 2025Q1: 2,838 shares; 2025Q2: 3,633 shares; 2025Q3: 3,699 shares 3,699 $1.82M 0.02% +66 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: 5,789 shares; 2024Q4: 6,830 shares; 2025Q1: 8,532 shares; 2025Q2: 9,468 shares; 2025Q3: 10,790 shares 10,790 $1.81M 0.02% +1,322 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: 187,207 shares; 2024Q4: 185,473 shares; 2025Q1: 50,107 shares; 2025Q2: 47,687 shares; 2025Q3: 45,985 shares 45,985 $1.8M 0.02% -1,702 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: 2,609 shares; 2024Q4: 3,498 shares; 2025Q1: 4,583 shares; 2025Q2: 5,826 shares; 2025Q3: 7,320 shares 7,320 $1.8M 0.02% +1,494 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,772 shares; 2024Q4: 20,409 shares; 2025Q1: 18,917 shares; 2025Q2: 21,094 shares; 2025Q3: 20,393 shares 20,393 $1.78M 0.02% -701 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: 4,538 shares; 2024Q4: 5,241 shares; 2025Q1: 5,577 shares; 2025Q2: 5,861 shares; 2025Q3: 5,893 shares 5,893 $1.77M 0.02% +32 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: 709 shares; 2024Q4: 1,075 shares; 2025Q1: 1,033 shares; 2025Q2: 9,064 shares; 2025Q3: 16,299 shares 16,299 $1.76M 0.02% +7,235 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,384 shares; 2024Q4: 9,328 shares; 2025Q1: 9,173 shares; 2025Q2: 9,274 shares; 2025Q3: 9,196 shares 9,196 $1.75M 0.02% -78 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: 7,947 shares; 2024Q4: 9,968 shares; 2025Q1: 10,404 shares; 2025Q2: 16,007 shares; 2025Q3: 17,410 shares 17,410 $1.75M 0.02% +1,403 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: 22,442 shares; 2024Q4: 23,896 shares; 2025Q1: 46,577 shares; 2025Q2: 19,931 shares; 2025Q3: 19,584 shares 19,584 $1.75M 0.02% -347 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: 129,023 shares; 2024Q4: 126,974 shares; 2025Q1: 17,121 shares; 2025Q2: 19,126 shares; 2025Q3: 20,718 shares 20,718 $1.75M 0.02% +1,592 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,556 shares; 2024Q4: 39,502 shares; 2025Q1: 39,519 shares; 2025Q2: 20,774 shares; 2025Q3: 24,809 shares 24,809 $1.74M 0.02% +4,035 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 6,216 shares; 2025Q1: 6,139 shares; 2025Q2: 5,904 shares; 2025Q3: 7,222 shares 7,222 $1.73M 0.02% +1,318 Timeline VMBS 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: 17,999 shares; 2024Q4: 62,716 shares; 2025Q1: 47,484 shares; 2025Q2: 56,247 shares; 2025Q3: 36,806 shares 36,806 $1.73M 0.02% -19,441 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,626 shares; 2024Q4: 44,599 shares; 2025Q1: 44,023 shares; 2025Q2: 43,510 shares; 2025Q3: 43,561 shares 43,561 $1.73M 0.02% +51 Timeline SPYX 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: 31,400 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares 31,200 $1.71M 0.02% 0 Timeline PATK PATRICK INDS INC More: the full row for PATRICK 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: 16,472 shares 16,472 $1.7M 0.02% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 33,649 shares 33,649 $1.69M 0.02% +28,841 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,614 shares; 2025Q3: 67,365 shares 67,365 $1.68M 0.02% +34,751 Timeline AIRS AIRSCULPT TECHNOLOGIES INC More: the full row for AIRSCULPT 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: 99,166 shares; 2025Q2: 147,900 shares; 2025Q3: 204,700 shares 204,700 $1.64M 0.02% +56,800 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE 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: 6,697 shares 6,697 $1.64M 0.02% new Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT 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: 93,000 shares; 2025Q2: 230,000 shares; 2025Q3: 218,000 shares 218,000 $1.58M 0.02% -12,000 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: 2,370 shares; 2025Q3: 17,362 shares 17,362 $1.58M 0.02% +14,992 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: 5,039 shares; 2024Q4: 8,970 shares; 2025Q1: 10,485 shares; 2025Q2: 14,160 shares; 2025Q3: 16,090 shares 16,090 $1.57M 0.02% +1,930 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: not reported; 2024Q4: not reported; 2025Q1: 4,058 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares 3,867 $1.56M 0.02% 0 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: 2,411 shares; 2024Q4: 2,114 shares; 2025Q1: 2,219 shares; 2025Q2: 2,823 shares; 2025Q3: 2,848 shares 2,848 $1.56M 0.02% +25 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: 5,898 shares; 2024Q4: 4,247 shares; 2025Q1: 5,834 shares; 2025Q2: 9,060 shares; 2025Q3: 11,364 shares 11,364 $1.55M 0.02% +2,304 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: 2,405 shares; 2024Q4: 2,601 shares; 2025Q1: 2,728 shares; 2025Q2: 3,492 shares; 2025Q3: 3,598 shares 3,598 $1.52M 0.02% +106 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; 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: 26,263 shares; 2025Q3: 26,875 shares 26,875 $1.5M 0.02% +612 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: 5,094 shares; 2024Q4: 6,028 shares; 2025Q1: 5,923 shares; 2025Q2: 8,261 shares; 2025Q3: 24,642 shares 24,642 $1.5M 0.02% +16,381 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 12,606 shares; 2025Q1: 12,420 shares; 2025Q2: 13,207 shares; 2025Q3: 13,041 shares 13,041 $1.49M 0.02% -166 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: 853 shares; 2024Q4: 914 shares; 2025Q1: 1,050 shares; 2025Q2: 1,608 shares; 2025Q3: 2,274 shares 2,274 $1.45M 0.02% +666 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS 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: 1,231 shares 1,231 $1.45M 0.02% new 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: 3,348 shares; 2024Q4: 5,819 shares; 2025Q1: 5,724 shares; 2025Q2: 8,690 shares; 2025Q3: 12,899 shares 12,899 $1.45M 0.02% +4,209 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,299 shares; 2025Q1: 2,823 shares; 2025Q2: 3,827 shares; 2025Q3: 3,571 shares 3,571 $1.44M 0.02% -256 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: 7,842 shares; 2024Q4: 13,733 shares; 2025Q1: 14,284 shares; 2025Q2: 18,258 shares; 2025Q3: 17,051 shares 17,051 $1.43M 0.02% -1,207 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,636 shares; 2025Q1: 4,658 shares; 2025Q2: 6,325 shares; 2025Q3: 5,507 shares 5,507 $1.43M 0.02% -818 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 10,321 shares 10,321 $1.41M 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 16,724 shares; 2025Q1: 17,643 shares; 2025Q2: 18,254 shares; 2025Q3: 20,839 shares 20,839 $1.41M 0.02% +2,585 Timeline PAVE 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: 18,455 shares; 2024Q4: 20,747 shares; 2025Q1: 21,145 shares; 2025Q2: 34,140 shares; 2025Q3: 29,581 shares 29,581 $1.41M 0.02% -4,559 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: 15,139 shares; 2024Q4: 17,294 shares; 2025Q1: 18,751 shares; 2025Q2: 23,698 shares; 2025Q3: 20,805 shares 20,805 $1.4M 0.02% -2,893 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: 4,463 shares; 2024Q4: 8,058 shares; 2025Q1: 6,188 shares; 2025Q2: 3,503 shares; 2025Q3: 3,962 shares 3,962 $1.39M 0.02% +459 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 8,384 shares; 2025Q1: 9,984 shares; 2025Q2: 10,629 shares; 2025Q3: 12,140 shares 12,140 $1.39M 0.02% +1,511 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,100 shares; 2025Q3: 30,638 shares 30,638 $1.38M 0.02% +4,538 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,905 shares; 2025Q2: 4,805 shares; 2025Q3: 10,598 shares 10,598 $1.34M 0.02% +5,793 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: 2,014 shares; 2024Q4: 6,947 shares; 2025Q1: 7,156 shares; 2025Q2: 9,508 shares; 2025Q3: 11,857 shares 11,857 $1.33M 0.02% +2,349 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,660 shares; 2025Q1: 20,296 shares; 2025Q2: 22,951 shares; 2025Q3: 23,163 shares 23,163 $1.32M 0.02% +212 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,701 shares; 2025Q2: 8,914 shares; 2025Q3: 8,760 shares 8,760 $1.32M 0.02% -154 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,191 shares; 2025Q1: 11,810 shares; 2025Q2: 11,398 shares; 2025Q3: 11,452 shares 11,452 $1.32M 0.02% +54 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,890 shares 261,890 $1.32M 0.02% new 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: 16,054 shares; 2025Q2: 11,879 shares; 2025Q3: 11,554 shares 11,554 $1.3M 0.02% -325 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 14,370 shares; 2025Q1: 14,353 shares; 2025Q2: 15,278 shares; 2025Q3: 15,180 shares 15,180 $1.29M 0.02% -98 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 12,227 shares; 2025Q1: 12,334 shares; 2025Q2: 14,024 shares; 2025Q3: 15,314 shares 15,314 $1.29M 0.02% +1,290 Timeline TARGET CORP 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: 66,594 shares; 2024Q4: 85,606 shares; 2025Q1: 159,587 shares; 2025Q2: 17,021 shares; 2025Q3: 14,353 shares 14,353 $1.29M 0.02% -2,668 XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,820 shares; 2025Q1: 4,496 shares; 2025Q2: 7,309 shares; 2025Q3: 8,297 shares 8,297 $1.28M 0.02% +988 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,964 shares 28,964 $1.27M 0.02% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,474 shares; 2024Q4: 27,474 shares; 2025Q1: 27,474 shares; 2025Q2: 27,474 shares; 2025Q3: 27,299 shares 27,299 $1.27M 0.02% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,618 shares; 2025Q3: 6,335 shares 6,335 $1.26M 0.02% -283 Timeline CDLX CARDLYTICS INC More: the full row for CARDLYTICS 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: 518,663 shares 518,663 $1.26M 0.02% new Timeline DFIV 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: 11,008 shares; 2024Q4: 11,118 shares; 2025Q1: 12,236 shares; 2025Q2: 12,987 shares; 2025Q3: 27,172 shares 27,172 $1.25M 0.02% +14,185 Timeline XME 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: 13,372 shares; 2024Q4: 13,387 shares; 2025Q1: 13,383 shares; 2025Q2: 13,401 shares; 2025Q3: 13,416 shares 13,416 $1.25M 0.02% +15 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,934 shares; 2025Q2: 28,934 shares; 2025Q3: 26,267 shares 26,267 $1.23M 0.02% -2,667 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: 7,305 shares; 2024Q4: 7,790 shares; 2025Q1: 7,680 shares; 2025Q2: 8,439 shares; 2025Q3: 8,687 shares 8,687 $1.23M 0.02% +248 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: 2,883 shares; 2025Q2: 3,242 shares; 2025Q3: 3,645 shares 3,645 $1.23M 0.02% +403 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,998 shares; 2025Q1: 3,781 shares; 2025Q2: 3,920 shares; 2025Q3: 3,958 shares 3,958 $1.23M 0.02% +38 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,111 shares; 2024Q4: 16,876 shares; 2025Q1: 17,745 shares; 2025Q2: 17,990 shares; 2025Q3: 20,496 shares 20,496 $1.22M 0.02% +2,506 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,997 shares; 2024Q4: 16,551 shares; 2025Q1: 17,511 shares; 2025Q2: 26,066 shares; 2025Q3: 34,402 shares 34,402 $1.22M 0.02% +8,336 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: 12,531 shares; 2024Q4: 10,414 shares; 2025Q1: 9,331 shares; 2025Q2: 9,349 shares; 2025Q3: 8,828 shares 8,828 $1.22M 0.02% -521 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: 20,309 shares; 2024Q4: 20,349 shares; 2025Q1: 20,380 shares; 2025Q2: 20,415 shares; 2025Q3: 20,293 shares 20,293 $1.19M 0.02% -122 Timeline VOX 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: 5,789 shares; 2024Q4: 5,799 shares; 2025Q1: 6,377 shares; 2025Q2: 6,377 shares; 2025Q3: 6,347 shares 6,347 $1.19M 0.02% -30 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL 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: 61,287 shares 61,287 $1.18M 0.02% new Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; 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: 400,000 shares 400,000 $1.16M 0.02% new Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,000 shares; 2024Q4: 900,000 shares; 2025Q1: 880,000 shares; 2025Q2: 880,005 shares; 2025Q3: 30,000 shares 30,000 $1.16M 0.02% -850,005 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: 7,030 shares; 2024Q4: 7,087 shares; 2025Q1: 7,098 shares; 2025Q2: 7,499 shares; 2025Q3: 15,583 shares 15,583 $1.14M 0.02% +8,084 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 36,467 shares; 2025Q3: 36,700 shares 36,700 $1.14M 0.02% +233 Timeline SPXL 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: 5,261 shares; 2025Q2: 5,185 shares; 2025Q3: 5,395 shares 5,395 $1.14M 0.02% +210 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 18,574 shares; 2025Q1: 22,981 shares; 2025Q2: 22,564 shares; 2025Q3: 23,631 shares 23,631 $1.14M 0.02% +1,067 Timeline VDE 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: 12,139 shares; 2024Q4: 12,062 shares; 2025Q1: 11,788 shares; 2025Q2: 8,957 shares; 2025Q3: 9,001 shares 9,001 $1.13M 0.02% +44 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 7,267 shares; 2025Q1: 7,439 shares; 2025Q2: 7,456 shares; 2025Q3: 7,026 shares 7,026 $1.12M 0.02% -430 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,358 shares; 2024Q4: 66,138 shares; 2025Q1: 63,902 shares; 2025Q2: 67,053 shares; 2025Q3: 70,071 shares 70,071 $1.12M 0.02% +3,018 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: 2,992 shares; 2024Q4: 2,975 shares; 2025Q1: 1,521 shares; 2025Q2: 3,569 shares; 2025Q3: 4,104 shares 4,104 $1.12M 0.02% +535 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,866 shares; 2024Q4: 16,190 shares; 2025Q1: 16,522 shares; 2025Q2: 18,547 shares; 2025Q3: 18,682 shares 18,682 $1.12M 0.02% +135 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 17,989 shares; 2025Q1: 12,668 shares; 2025Q2: 12,739 shares; 2025Q3: 14,245 shares 14,245 $1.11M 0.02% +1,506 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 8,452 shares; 2025Q1: 8,614 shares; 2025Q2: 8,500 shares; 2025Q3: 8,527 shares 8,527 $1.11M 0.02% +27 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: 5,790 shares; 2024Q4: 11,010 shares; 2025Q1: 5,861 shares; 2025Q2: 6,467 shares; 2025Q3: 9,526 shares 9,526 $1.11M 0.02% +3,059 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,972 shares; 2025Q1: 11,060 shares; 2025Q2: 21,435 shares; 2025Q3: 24,508 shares 24,508 $1.1M 0.02% +3,073 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: 2,664 shares; 2024Q4: 1,679 shares; 2025Q1: 1,698 shares; 2025Q2: 1,417 shares; 2025Q3: 3,414 shares 3,414 $1.1M 0.02% +1,997 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: not reported; 2025Q2: 19,196 shares; 2025Q3: 16,078 shares 16,078 $1.1M 0.02% -3,118 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: not reported; 2024Q4: 2,934 shares; 2025Q1: 3,381 shares; 2025Q2: 11,832 shares; 2025Q3: 13,076 shares 13,076 $1.09M 0.01% +1,244 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: 3,994 shares; 2024Q4: 4,237 shares; 2025Q1: 4,291 shares; 2025Q2: 5,418 shares; 2025Q3: 4,531 shares 4,531 $1.09M 0.01% -887 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: 2,259 shares; 2024Q4: 2,845 shares; 2025Q1: 2,808 shares; 2025Q2: 4,020 shares; 2025Q3: 4,201 shares 4,201 $1.09M 0.01% +181 Timeline EFV 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: 4,364 shares; 2024Q4: 6,335 shares; 2025Q1: 16,713 shares; 2025Q2: 15,958 shares; 2025Q3: 15,958 shares 15,958 $1.08M 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 63,267 shares; 2025Q1: 3,197 shares; 2025Q2: not reported; 2025Q3: 12,753 shares 12,753 $1.08M 0.01% new Timeline VFH 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: 6,645 shares; 2024Q4: 6,707 shares; 2025Q1: 6,732 shares; 2025Q2: 6,754 shares; 2025Q3: 8,144 shares 8,144 $1.07M 0.01% +1,390 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 6,686 shares; 2025Q1: 7,060 shares; 2025Q2: 7,507 shares; 2025Q3: 9,506 shares 9,506 $1.06M 0.01% +1,999 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN 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: 9,191 shares; 2025Q2: 27,573 shares; 2025Q3: 27,573 shares 27,573 $1.05M 0.01% 0 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: 4,574 shares; 2024Q4: 3,901 shares; 2025Q1: 4,789 shares; 2025Q2: 15,698 shares; 2025Q3: 21,210 shares 21,210 $1.04M 0.01% +5,512 Timeline DSI 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: 10,196 shares; 2024Q4: 10,066 shares; 2025Q1: 8,496 shares; 2025Q2: 8,497 shares; 2025Q3: 8,221 shares 8,221 $1.04M 0.01% -276 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,087 shares 9,087 $1.03M 0.01% new Timeline XLB 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: 15,646 shares; 2024Q4: 16,091 shares; 2025Q1: 12,713 shares; 2025Q2: 12,421 shares; 2025Q3: 11,454 shares 11,454 $1.03M 0.01% -967 Timeline RWJ 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: 23,419 shares; 2024Q4: 22,186 shares; 2025Q1: 22,152 shares; 2025Q2: 21,450 shares; 2025Q3: 21,069 shares 21,069 $1.02M 0.01% -381 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: 3,194 shares; 2024Q4: 3,716 shares; 2025Q1: 3,798 shares; 2025Q2: 4,934 shares; 2025Q3: 5,957 shares 5,957 $1.01M 0.01% +1,023 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 1,077 shares; 2025Q2: 1,243 shares; 2025Q3: 4,300 shares 4,300 $1.01M 0.01% +3,057 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: 7,934 shares; 2024Q4: 8,928 shares; 2025Q1: 13,827 shares; 2025Q2: 12,089 shares; 2025Q3: 11,315 shares 11,315 $1.01M 0.01% -774 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: 9,395 shares; 2024Q4: 5,813 shares; 2025Q1: 15,073 shares; 2025Q2: 15,057 shares; 2025Q3: 14,602 shares 14,602 $994K 0.01% -455 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,097 shares; 2025Q1: 3,114 shares; 2025Q2: 3,169 shares; 2025Q3: 3,311 shares 3,311 $986K 0.01% +142 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,034 shares; 2025Q3: 36,675 shares 36,675 $969K 0.01% +12,641 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: 7,729 shares; 2025Q1: 7,739 shares; 2025Q2: 7,749 shares; 2025Q3: 8,142 shares 8,142 $964K 0.01% +393 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: 1,085 shares; 2024Q4: 1,900 shares; 2025Q1: 1,931 shares; 2025Q2: 1,976 shares; 2025Q3: 1,693 shares 1,693 $961K 0.01% -283 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,390 shares; 2025Q1: 3,493 shares; 2025Q2: 4,249 shares; 2025Q3: 4,551 shares 4,551 $954K 0.01% +302 Timeline AGZ 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: 4,013 shares; 2024Q4: 4,548 shares; 2025Q1: 5,186 shares; 2025Q2: 6,698 shares; 2025Q3: 8,617 shares 8,617 $951K 0.01% +1,919 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,485 shares; 2025Q1: 3,527 shares; 2025Q2: 4,004 shares; 2025Q3: 4,132 shares 4,132 $945K 0.01% +128 Timeline VOE 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: 5,275 shares; 2024Q4: 5,307 shares; 2025Q1: 5,342 shares; 2025Q2: 5,342 shares; 2025Q3: 5,385 shares 5,385 $945K 0.01% +43 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 520,523 shares; 2025Q2: 79,576 shares; 2025Q3: 79,813 shares 79,813 $944K 0.01% +237 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: 10,396 shares; 2024Q4: 5,866 shares; 2025Q1: 5,870 shares; 2025Q2: 6,287 shares; 2025Q3: 5,331 shares 5,331 $943K 0.01% -956 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: 10,870 shares; 2024Q4: 9,616 shares; 2025Q1: 9,419 shares; 2025Q2: 9,642 shares; 2025Q3: 12,083 shares 12,083 $941K 0.01% +2,441 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: 374 shares; 2025Q1: 681 shares; 2025Q2: 931 shares; 2025Q3: 994 shares 994 $915K 0.01% +63 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,120 shares; 2025Q1: 3,005 shares; 2025Q2: 5,954 shares; 2025Q3: 7,211 shares 7,211 $914K 0.01% +1,257 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: 1,369 shares; 2024Q4: 2,431 shares; 2025Q1: 2,625 shares; 2025Q2: 3,064 shares; 2025Q3: 3,363 shares 3,363 $909K 0.01% +299 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,897 shares; 2025Q1: 10,872 shares; 2025Q2: 20,707 shares; 2025Q3: 24,861 shares 24,861 $909K 0.01% +4,154 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 3,138 shares; 2025Q1: 2,974 shares; 2025Q2: 6,160 shares; 2025Q3: 11,204 shares 11,204 $899K 0.01% +5,044 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,151 shares; 2025Q1: 4,962 shares; 2025Q2: 7,084 shares; 2025Q3: 11,059 shares 11,059 $892K 0.01% +3,975 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,163 shares; 2025Q1: 13,083 shares; 2025Q2: 12,772 shares; 2025Q3: 8,263 shares 8,263 $888K 0.01% -4,509 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410,000 shares; 2025Q3: 110,350 shares 110,350 $879K 0.01% -299,650 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: 12,123 shares; 2024Q4: 10,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,259 shares 59,259 $870K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,055 shares; 2025Q1: 12,098 shares; 2025Q2: 12,498 shares; 2025Q3: 11,376 shares 11,376 $869K 0.01% -1,122 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: 4,970 shares; 2025Q1: 4,511 shares; 2025Q2: 4,627 shares; 2025Q3: 7,323 shares 7,323 $867K 0.01% +2,696 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: 11,253 shares; 2024Q4: 12,189 shares; 2025Q1: 11,308 shares; 2025Q2: 12,609 shares; 2025Q3: 12,805 shares 12,805 $863K 0.01% +196 Timeline SH PROSHARES TR More: the full row for PROSHARES 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: 32,521 shares; 2025Q2: 23,097 shares; 2025Q3: 23,337 shares 23,337 $863K 0.01% +240 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 1,314 shares; 2025Q3: 1,358 shares 1,358 $856K 0.01% +44 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,091 shares; 2024Q4: 15,399 shares; 2025Q1: 15,798 shares; 2025Q2: 28,252 shares; 2025Q3: 27,324 shares 27,324 $854K 0.01% -928 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,779 shares; 2024Q4: 35,096 shares; 2025Q1: 31,626 shares; 2025Q2: 35,095 shares; 2025Q3: 34,690 shares 34,690 $853K 0.01% -405 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,624 shares; 2024Q4: 15,719 shares; 2025Q1: 15,278 shares; 2025Q2: 10,933 shares; 2025Q3: 10,169 shares 10,169 $849K 0.01% -764 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,551 shares; 2025Q1: 2,291 shares; 2025Q2: 3,286 shares; 2025Q3: 3,356 shares 3,356 $844K 0.01% +70 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: 5,508 shares; 2024Q4: 5,484 shares; 2025Q1: 6,191 shares; 2025Q2: 8,971 shares; 2025Q3: 9,587 shares 9,587 $840K 0.01% +616 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS 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: 21,216 shares; 2025Q1: 21,249 shares; 2025Q2: 21,297 shares; 2025Q3: 22,308 shares 22,308 $834K 0.01% +1,011 Timeline SMLF 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: 10,571 shares; 2025Q3: 11,187 shares 11,187 $832K 0.01% +616 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: 15,948 shares; 2025Q2: 26,421 shares; 2025Q3: 26,421 shares 26,421 $829K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,532 shares; 2025Q1: 2,716 shares; 2025Q2: 3,162 shares; 2025Q3: 3,838 shares 3,838 $828K 0.01% +676 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 4,268 shares; 2025Q3: 7,974 shares 7,974 $824K 0.01% +3,706 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: 17,152 shares; 2024Q4: 25,030 shares; 2025Q1: 25,059 shares; 2025Q2: 32,687 shares; 2025Q3: 31,265 shares 31,265 $824K 0.01% -1,422 Timeline RPG 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: 17,256 shares; 2024Q4: 17,256 shares; 2025Q1: 17,256 shares; 2025Q2: 17,256 shares; 2025Q3: 17,256 shares 17,256 $823K 0.01% 0 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: 1,308 shares; 2024Q4: 1,324 shares; 2025Q1: 1,345 shares; 2025Q2: 3,131 shares; 2025Q3: 3,469 shares 3,469 $823K 0.01% +338 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,126 shares; 2024Q4: 162,561 shares; 2025Q1: 162,851 shares; 2025Q2: 32,967 shares; 2025Q3: 23,910 shares 23,910 $822K 0.01% -9,057 Timeline IGM 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: 1,907 shares; 2025Q3: 6,450 shares 6,450 $812K 0.01% +4,543 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,568 shares; 2025Q1: not reported; 2025Q2: 12,494 shares; 2025Q3: 16,196 shares 16,196 $809K 0.01% +3,702 Timeline IJS 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: 6,860 shares; 2024Q4: 6,885 shares; 2025Q1: 6,903 shares; 2025Q2: 6,887 shares; 2025Q3: 7,272 shares 7,272 $804K 0.01% +385 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: 7,665 shares; 2024Q4: 7,443 shares; 2025Q1: 7,533 shares; 2025Q2: 7,624 shares; 2025Q3: 7,956 shares 7,956 $801K 0.01% +332 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: 1,643 shares; 2024Q4: 1,674 shares; 2025Q1: 1,681 shares; 2025Q2: 2,221 shares; 2025Q3: 1,606 shares 1,606 $801K 0.01% -615 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 11,337 shares; 2025Q1: 11,349 shares; 2025Q2: 10,947 shares; 2025Q3: 10,890 shares 10,890 $800K 0.01% -57 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,026 shares 15,026 $795K 0.01% new 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: 5,857 shares; 2024Q4: 5,990 shares; 2025Q1: 5,915 shares; 2025Q2: 5,860 shares; 2025Q3: 10,945 shares 10,945 $789K 0.01% +5,085 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: 24,683 shares; 2024Q4: 24,523 shares; 2025Q1: not reported; 2025Q2: 45,864 shares; 2025Q3: 45,977 shares 45,977 $789K 0.01% +113 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: 1,348 shares; 2024Q4: 2,889 shares; 2025Q1: 2,385 shares; 2025Q2: 3,053 shares; 2025Q3: 3,584 shares 3,584 $787K 0.01% +531 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: 1,798 shares; 2025Q1: 1,891 shares; 2025Q2: 2,296 shares; 2025Q3: 2,427 shares 2,427 $785K 0.01% +131 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,706 shares 50,706 $785K 0.01% new 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: 17,337 shares; 2024Q4: 14,618 shares; 2025Q1: 8,858 shares; 2025Q2: 8,895 shares; 2025Q3: 8,524 shares 8,524 $782K 0.01% -371 Timeline IJT 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: 5,629 shares; 2024Q4: 5,620 shares; 2025Q1: 5,624 shares; 2025Q2: 5,493 shares; 2025Q3: 5,497 shares 5,497 $778K 0.01% +4 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,662 shares; 2024Q4: 77,955 shares; 2025Q1: 74,034 shares; 2025Q2: 74,350 shares; 2025Q3: 72,703 shares 72,703 $775K 0.01% -1,647 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,936 shares; 2025Q2: 12,479 shares; 2025Q3: 18,846 shares 18,846 $773K 0.01% +6,367 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,114 shares; 2025Q1: 7,125 shares; 2025Q2: 7,552 shares; 2025Q3: 10,306 shares 10,306 $766K 0.01% +2,754 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 3,700 shares; 2025Q2: 3,613 shares; 2025Q3: 3,808 shares 3,808 $759K 0.01% +195 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: 3,971 shares; 2024Q4: 3,846 shares; 2025Q1: 3,957 shares; 2025Q2: 6,154 shares; 2025Q3: 7,521 shares 7,521 $754K 0.01% +1,367 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 10,302 shares 10,302 $751K 0.01% +130 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: 25,307 shares; 2024Q4: 15,302 shares; 2025Q1: 15,252 shares; 2025Q2: 29,451 shares; 2025Q3: 32,431 shares 32,431 $750K 0.01% +2,980 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,196 shares; 2025Q3: 26,290 shares 26,290 $748K 0.01% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,628 shares 5,628 $745K 0.01% new 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: 102 shares; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 144 shares; 2025Q3: 317 shares 317 $742K 0.01% +173 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,243 shares; 2024Q4: 7,905 shares; 2025Q1: 4,627 shares; 2025Q2: 5,194 shares; 2025Q3: 5,536 shares 5,536 $741K 0.01% +342 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: 4,378 shares; 2024Q4: 4,625 shares; 2025Q1: 4,143 shares; 2025Q2: 4,047 shares; 2025Q3: 5,992 shares 5,992 $739K 0.01% +1,945 Timeline DFAS 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: 10,680 shares; 2024Q4: 10,710 shares; 2025Q1: 10,733 shares; 2025Q2: 10,762 shares; 2025Q3: 10,792 shares 10,792 $739K 0.01% +30 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: 4,440 shares; 2024Q4: 5,234 shares; 2025Q1: 6,538 shares; 2025Q2: 8,313 shares; 2025Q3: 9,379 shares 9,379 $737K 0.01% +1,066 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: 85,235 shares; 2024Q4: 85,235 shares; 2025Q1: 85,235 shares; 2025Q2: 85,235 shares; 2025Q3: 57,601 shares 57,601 $736K 0.01% -27,634 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 7,485 shares; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 12,864 shares 12,864 $732K 0.01% +5,409 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 1,432 shares 1,432 $730K 0.01% new Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,210 shares; 2025Q1: 40,210 shares; 2025Q2: 40,210 shares; 2025Q3: 40,210 shares 40,210 $730K 0.01% 0 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: 2,425 shares; 2024Q4: 2,404 shares; 2025Q1: 2,405 shares; 2025Q2: 2,406 shares; 2025Q3: 2,407 shares 2,407 $728K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,507 shares; 2025Q3: 14,621 shares 14,621 $722K 0.01% +4,114 Timeline MOO 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: 9,116 shares; 2024Q4: 9,426 shares; 2025Q1: 9,446 shares; 2025Q2: 9,446 shares; 2025Q3: 9,446 shares 9,446 $694K 0.01% 0 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: 452 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 1,399 shares 1,399 $690K 0.01% +699 Timeline JCPI 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: 13,474 shares; 2024Q4: 13,600 shares; 2025Q1: 13,729 shares; 2025Q2: 13,866 shares; 2025Q3: 14,005 shares 14,005 $683K 0.01% +139 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 1,622 shares; 2025Q1: 2,964 shares; 2025Q2: 3,034 shares; 2025Q3: 3,640 shares 3,640 $681K 0.01% +606 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 11,935 shares 11,935 $680K 0.01% new Timeline TSSI TSS INC DEL More: the full row for TSS 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: 30,000 shares; 2025Q3: 36,462 shares 36,462 $660K 0.01% +6,462 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 316 shares; 2025Q1: 319 shares; 2025Q2: 340 shares; 2025Q3: 345 shares 345 $659K 0.01% +5 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 4,657 shares; 2025Q3: 5,591 shares 5,591 $659K 0.01% +934 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 704 shares 704 $657K 0.01% +12 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: 4,016 shares; 2024Q4: 16,066 shares; 2025Q1: 18,192 shares; 2025Q2: 18,195 shares; 2025Q3: 20,589 shares 20,589 $657K 0.01% +2,394 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 14,633 shares; 2025Q1: 16,711 shares; 2025Q2: 17,190 shares; 2025Q3: 14,349 shares 14,349 $656K 0.01% -2,841 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: 2,814 shares; 2024Q4: 3,150 shares; 2025Q1: 4,386 shares; 2025Q2: 5,412 shares; 2025Q3: 5,927 shares 5,927 $652K 0.01% +515 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,813 shares; 2025Q1: 17,596 shares; 2025Q2: 13,392 shares; 2025Q3: 14,054 shares 14,054 $651K 0.01% +662 Timeline TTEC TTEC HLDGS INC More: the full row for TTEC 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: 148,000 shares; 2025Q2: 145,000 shares; 2025Q3: 192,500 shares 192,500 $647K 0.01% +47,500 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 15,152 shares; 2025Q1: 14,674 shares; 2025Q2: 20,439 shares; 2025Q3: 26,237 shares 26,237 $644K 0.01% +5,798 Timeline FOA FINANCE OF AMERICA COMPAN More: the full row for FINANCE OF AMERICA COMPAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 24,000 shares; 2025Q2: 27,000 shares; 2025Q3: 28,500 shares 28,500 $639K 0.01% +1,500 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,420 shares; 2024Q4: not reported; 2025Q1: 10,487 shares; 2025Q2: 8,379 shares; 2025Q3: 11,197 shares 11,197 $635K 0.01% +2,818 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: 6,885 shares; 2025Q1: 6,693 shares; 2025Q2: 7,097 shares; 2025Q3: 7,673 shares 7,673 $633K 0.01% +576 Timeline XGN EXAGEN INC More: the full row for EXAGEN 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: 67,600 shares; 2025Q3: 57,520 shares 57,520 $632K 0.01% -10,080 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,674 shares 2,674 $631K 0.01% +393 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,810 shares; 2025Q1: 4,793 shares; 2025Q2: 5,131 shares; 2025Q3: 4,656 shares 4,656 $631K 0.01% -475 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; 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: 14,409 shares; 2025Q3: 14,409 shares 14,409 $627K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,238 shares; 2025Q1: 3,689 shares; 2025Q2: 6,362 shares; 2025Q3: 4,341 shares 4,341 $618K 0.01% -2,021 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 6,549 shares; 2025Q1: 6,553 shares; 2025Q2: 6,540 shares; 2025Q3: 6,545 shares 6,545 $613K 0.01% +5 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: 460 shares; 2025Q1: 477 shares; 2025Q2: 826 shares; 2025Q3: 876 shares 876 $612K 0.01% +50 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 5,586 shares 5,586 $608K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 3,723 shares; 2025Q1: 2,657 shares; 2025Q2: 3,658 shares; 2025Q3: 4,111 shares 4,111 $606K 0.01% +453 Timeline