PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,312,118 shares; 2024Q2: 2,311,946 shares; 2024Q3: 2,311,974 shares; 2024Q4: 2,329,473 shares; 2025Q1: 2,329,379 shares; 2025Q2: 2,426,220 shares; 2025Q3: 2,424,633 shares 2,424,633 $238M 14.11% -1,587 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: 309,215 shares; 2024Q2: 312,217 shares; 2024Q3: 310,024 shares; 2024Q4: 313,283 shares; 2025Q1: 343,213 shares; 2025Q2: 340,227 shares; 2025Q3: 324,027 shares 324,027 $168M 9.94% -16,200 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 151,115 shares; 2024Q2: 154,475 shares; 2024Q3: 158,096 shares; 2024Q4: 162,564 shares; 2025Q1: 215,107 shares; 2025Q2: 205,134 shares; 2025Q3: 224,183 shares 224,183 $137M 8.13% +19,049 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: 882,687 shares; 2024Q2: 954,490 shares; 2024Q3: 977,921 shares; 2024Q4: 1,089,294 shares; 2025Q1: 1,441,842 shares; 2025Q2: 1,419,721 shares; 2025Q3: 1,481,784 shares 1,481,784 $119M 7.03% +62,063 Timeline DIHP 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: 550,416 shares; 2024Q2: 688,775 shares; 2024Q3: 870,743 shares; 2024Q4: 1,477,931 shares; 2025Q1: 2,865,725 shares; 2025Q2: 2,888,479 shares; 2025Q3: 2,685,784 shares 2,685,784 $81.6M 4.83% -202,695 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: 336,368 shares; 2024Q2: 322,475 shares; 2024Q3: 313,022 shares; 2024Q4: 312,456 shares; 2025Q1: 311,708 shares; 2025Q2: 306,662 shares; 2025Q3: 291,295 shares 291,295 $64M 3.79% -15,367 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: 209,578 shares; 2024Q2: 209,535 shares; 2024Q3: 202,001 shares; 2024Q4: 204,257 shares; 2025Q1: 204,144 shares; 2025Q2: 184,420 shares; 2025Q3: 185,361 shares 185,361 $60.8M 3.6% +941 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,065,882 shares; 2024Q2: 1,047,316 shares; 2024Q3: 1,037,631 shares; 2024Q4: 1,993,205 shares; 2025Q1: 1,882,471 shares; 2025Q2: 1,855,727 shares; 2025Q3: 1,919,123 shares 1,919,123 $59.8M 3.54% +63,396 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 608,287 shares; 2024Q2: 793,079 shares; 2024Q3: 857,098 shares; 2024Q4: 935,718 shares; 2025Q1: 1,061,930 shares; 2025Q2: 1,078,569 shares; 2025Q3: 1,296,585 shares 1,296,585 $49M 2.9% +218,016 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: 514,316 shares; 2024Q2: 515,980 shares; 2024Q3: 507,297 shares; 2024Q4: 543,767 shares; 2025Q1: 683,026 shares; 2025Q2: 644,398 shares; 2025Q3: 643,559 shares 643,559 $38.6M 2.28% -839 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: 67,345 shares; 2024Q2: 67,507 shares; 2024Q3: 66,672 shares; 2024Q4: 66,907 shares; 2025Q1: 412,939 shares; 2025Q2: 411,324 shares; 2025Q3: 408,790 shares 408,790 $34.6M 2.05% -2,534 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: 36,737 shares; 2024Q2: 35,937 shares; 2024Q3: 36,351 shares; 2024Q4: 39,663 shares; 2025Q1: 52,279 shares; 2025Q2: 51,292 shares; 2025Q3: 51,527 shares 51,527 $34.3M 2.03% +235 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: 144,941 shares; 2024Q2: 144,944 shares; 2024Q3: 140,698 shares; 2024Q4: 133,424 shares; 2025Q1: 151,682 shares; 2025Q2: 149,766 shares; 2025Q3: 113,376 shares 113,376 $28.9M 1.71% -36,390 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: 25,072 shares; 2024Q2: 247,279 shares; 2024Q3: 215,471 shares; 2024Q4: 203,104 shares; 2025Q1: 232,397 shares; 2025Q2: 214,872 shares; 2025Q3: 146,517 shares 146,517 $27.3M 1.62% -68,355 Timeline ESGU 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: 8,745 shares; 2024Q2: 8,939 shares; 2024Q3: 10,325 shares; 2024Q4: 160,932 shares; 2025Q1: 174,564 shares; 2025Q2: 170,946 shares; 2025Q3: 170,160 shares 170,160 $24.8M 1.47% -786 Timeline ECML 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: 515,962 shares; 2024Q2: 515,962 shares; 2024Q3: 515,962 shares; 2024Q4: 516,048 shares; 2025Q1: 515,276 shares; 2025Q2: 498,567 shares; 2025Q3: 498,567 shares 498,567 $16.6M 0.98% 0 Timeline VUSB 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: 17,861 shares; 2024Q2: 18,105 shares; 2024Q3: 25,542 shares; 2024Q4: 30,122 shares; 2025Q1: 302,741 shares; 2025Q2: 304,681 shares; 2025Q3: 308,142 shares 308,142 $15.4M 0.91% +3,461 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: 34,175 shares; 2024Q2: 32,634 shares; 2024Q3: 32,180 shares; 2024Q4: 31,759 shares; 2025Q1: 31,425 shares; 2025Q2: 31,425 shares; 2025Q3: 31,811 shares 31,811 $15.3M 0.9% +386 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: 39,400 shares; 2024Q2: 39,400 shares; 2024Q3: 39,400 shares; 2024Q4: 39,400 shares; 2025Q1: 39,400 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares 39,400 $14.4M 0.85% 0 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: 80,263 shares; 2024Q2: 82,152 shares; 2024Q3: 86,558 shares; 2024Q4: 121,617 shares; 2025Q1: 143,215 shares; 2025Q2: 141,548 shares; 2025Q3: 141,681 shares 141,681 $13.2M 0.78% +133 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: 65,220 shares; 2024Q2: 66,682 shares; 2024Q3: 65,702 shares; 2024Q4: 66,089 shares; 2025Q1: 71,523 shares; 2025Q2: 67,166 shares; 2025Q3: 51,143 shares 51,143 $12.4M 0.74% -16,023 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 95,470 shares; 2024Q2: 95,411 shares; 2024Q3: 86,980 shares; 2024Q4: 85,850 shares; 2025Q1: 85,852 shares; 2025Q2: 78,334 shares; 2025Q3: 77,991 shares 77,991 $12.3M 0.73% -343 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 684,142 shares; 2024Q2: 553,571 shares; 2024Q3: 370,458 shares; 2024Q4: 233,261 shares; 2025Q1: 202,137 shares; 2025Q2: 193,360 shares; 2025Q3: 192,510 shares 192,510 $11.6M 0.69% -850 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: 4,545 shares; 2024Q2: 4,545 shares; 2024Q3: 4,547 shares; 2024Q4: 4,307 shares; 2025Q1: 22,782 shares; 2025Q2: 22,809 shares; 2025Q3: 18,826 shares 18,826 $11.3M 0.67% -3,983 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: 61,315 shares; 2024Q2: 61,111 shares; 2024Q3: 60,053 shares; 2024Q4: 57,713 shares; 2025Q1: 59,517 shares; 2025Q2: 55,982 shares; 2025Q3: 42,966 shares 42,966 $10.5M 0.62% -13,016 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: 18,548 shares; 2024Q2: 17,786 shares; 2024Q3: 17,323 shares; 2024Q4: 16,533 shares; 2025Q1: 18,002 shares; 2025Q2: 16,545 shares; 2025Q3: 12,567 shares 12,567 $9.23M 0.55% -3,978 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: 21,249 shares; 2024Q2: 19,748 shares; 2024Q3: 19,605 shares; 2024Q4: 19,112 shares; 2025Q1: 40,634 shares; 2025Q2: 37,169 shares; 2025Q3: 37,198 shares 37,198 $7.79M 0.46% +29 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: 16,753 shares; 2024Q2: 15,935 shares; 2024Q3: 18,374 shares; 2024Q4: 35,631 shares; 2025Q1: 35,096 shares; 2025Q2: 35,926 shares; 2025Q3: 33,207 shares 33,207 $7.49M 0.44% -2,719 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: 24,717 shares; 2024Q2: 25,360 shares; 2024Q3: 25,370 shares; 2024Q4: 24,565 shares; 2025Q1: 20,248 shares; 2025Q2: 23,071 shares; 2025Q3: 23,031 shares 23,031 $7.09M 0.42% -40 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 334,857 shares; 2024Q2: 275,879 shares; 2024Q3: 214,697 shares; 2024Q4: 198,260 shares; 2025Q1: 196,597 shares; 2025Q2: 193,836 shares; 2025Q3: 193,836 shares 193,836 $6.89M 0.41% 0 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: 8,442 shares; 2024Q2: 8,322 shares; 2024Q3: 7,739 shares; 2024Q4: 7,377 shares; 2025Q1: 8,661 shares; 2025Q2: 8,583 shares; 2025Q3: 7,270 shares 7,270 $6.73M 0.4% -1,313 Timeline BBIN 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,800 shares; 2025Q2: 89,800 shares; 2025Q3: 91,475 shares 91,475 $6.42M 0.38% +1,675 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: 3,120 shares; 2024Q2: 3,005 shares; 2024Q3: 29,306 shares; 2024Q4: 29,158 shares; 2025Q1: 31,481 shares; 2025Q2: 28,805 shares; 2025Q3: 19,326 shares 19,326 $6.38M 0.38% -9,479 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: 21,839 shares; 2024Q2: 22,488 shares; 2024Q3: 22,951 shares; 2024Q4: 19,194 shares; 2025Q1: 18,584 shares; 2025Q2: 17,348 shares; 2025Q3: 12,374 shares 12,374 $6.22M 0.37% -4,974 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: 34,801 shares; 2024Q2: 30,295 shares; 2024Q3: 31,720 shares; 2024Q4: 28,983 shares; 2025Q1: 26,892 shares; 2025Q2: 23,599 shares; 2025Q3: 13,350 shares 13,350 $5.94M 0.35% -10,249 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: 975,831 shares; 2024Q2: 973,560 shares; 2024Q3: 907,113 shares; 2024Q4: 597,992 shares; 2025Q1: 82,962 shares; 2025Q2: 75,454 shares; 2025Q3: 88,323 shares 88,323 $5.82M 0.34% +12,869 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: 27,159 shares; 2024Q2: 26,468 shares; 2024Q3: 26,153 shares; 2024Q4: 26,368 shares; 2025Q1: 24,737 shares; 2025Q2: 24,335 shares; 2025Q3: 17,913 shares 17,913 $5.65M 0.33% -6,422 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: 7,306 shares; 2024Q2: 7,018 shares; 2024Q3: 6,946 shares; 2024Q4: 6,821 shares; 2025Q1: 5,148 shares; 2025Q2: 5,024 shares; 2025Q3: 4,482 shares 4,482 $5.37M 0.32% -542 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $5.28M 0.31% 0 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 392,218 shares; 2024Q2: 409,995 shares; 2024Q3: 409,995 shares; 2024Q4: 409,995 shares; 2025Q1: 368,995 shares; 2025Q2: 368,995 shares; 2025Q3: 359,745 shares 359,745 $5.22M 0.31% -9,250 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: 6,332 shares; 2024Q2: 6,288 shares; 2024Q3: 5,674 shares; 2024Q4: 5,063 shares; 2025Q1: 10,961 shares; 2025Q2: 10,928 shares; 2025Q3: 10,928 shares 10,928 $5.12M 0.3% 0 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: 44,248 shares; 2024Q2: 34,570 shares; 2024Q3: 34,570 shares; 2024Q4: 34,570 shares; 2025Q1: 34,570 shares; 2025Q2: 34,459 shares; 2025Q3: 34,459 shares 34,459 $4.76M 0.28% 0 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: 11,606 shares; 2024Q2: 11,606 shares; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 22,806 shares; 2025Q2: 22,806 shares; 2025Q3: 22,776 shares 22,776 $4.64M 0.27% -30 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: 17,223 shares; 2024Q2: 18,025 shares; 2024Q3: 17,973 shares; 2024Q4: 18,095 shares; 2025Q1: 17,876 shares; 2025Q2: 17,738 shares; 2025Q3: 13,403 shares 13,403 $4.58M 0.27% -4,335 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: 6,422 shares; 2024Q2: 6,152 shares; 2024Q3: 6,036 shares; 2024Q4: 7,920 shares; 2025Q1: 7,359 shares; 2025Q2: 8,947 shares; 2025Q3: 5,639 shares 5,639 $4.3M 0.25% -3,308 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: 27,172 shares; 2024Q2: 23,040 shares; 2024Q3: 23,352 shares; 2024Q4: 22,559 shares; 2025Q1: 22,143 shares; 2025Q2: 22,143 shares; 2025Q3: 22,930 shares 22,930 $4.28M 0.25% +787 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: 17,158 shares; 2024Q2: 16,686 shares; 2024Q3: 16,251 shares; 2024Q4: 15,930 shares; 2025Q1: 20,148 shares; 2025Q2: 21,659 shares; 2025Q3: 17,972 shares 17,972 $4.16M 0.25% -3,687 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: 21,176 shares; 2024Q2: 20,807 shares; 2024Q3: 20,298 shares; 2024Q4: 18,681 shares; 2025Q1: 22,359 shares; 2025Q2: 21,788 shares; 2025Q3: 14,166 shares 14,166 $3.98M 0.24% -7,622 Timeline HEWJ 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,183 shares; 2025Q2: 84,183 shares; 2025Q3: 80,255 shares 80,255 $3.95M 0.23% -3,928 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57,193 shares; 2024Q2: 57,193 shares; 2024Q3: 57,193 shares; 2024Q4: 57,193 shares; 2025Q1: 57,193 shares; 2025Q2: 617,535 shares; 2025Q3: 619,312 shares 619,312 $3.54M 0.21% +1,777 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: 21,566 shares; 2024Q2: 20,801 shares; 2024Q3: 20,327 shares; 2024Q4: 20,996 shares; 2025Q1: 24,228 shares; 2025Q2: 24,858 shares; 2025Q3: 18,422 shares 18,422 $3.42M 0.2% -6,436 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: 61,810 shares; 2024Q2: 58,540 shares; 2024Q3: 55,367 shares; 2024Q4: 49,581 shares; 2025Q1: 40,436 shares; 2025Q2: 36,639 shares; 2025Q3: 36,034 shares 36,034 $3.3M 0.2% -605 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: 9,726 shares; 2024Q2: 10,391 shares; 2024Q3: 10,300 shares; 2024Q4: 7,667 shares; 2025Q1: 8,829 shares; 2025Q2: 8,003 shares; 2025Q3: 5,607 shares 5,607 $3.19M 0.19% -2,396 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: 38,418 shares; 2024Q2: 37,752 shares; 2024Q3: 36,428 shares; 2024Q4: 38,381 shares; 2025Q1: 47,428 shares; 2025Q2: 44,087 shares; 2025Q3: 30,589 shares 30,589 $3.15M 0.19% -13,498 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: 18,652 shares; 2024Q2: 18,706 shares; 2024Q3: 19,234 shares; 2024Q4: 64,336 shares; 2025Q1: 69,603 shares; 2025Q2: 68,800 shares; 2025Q3: 68,684 shares 68,684 $3.1M 0.18% -116 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: 22,148 shares; 2024Q2: 22,148 shares; 2024Q3: 22,148 shares; 2024Q4: 22,148 shares; 2025Q1: 22,149 shares; 2025Q2: 22,149 shares; 2025Q3: 22,149 shares 22,149 $3.07M 0.18% 0 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: 8,263 shares; 2024Q2: 8,401 shares; 2024Q3: 8,223 shares; 2024Q4: 8,156 shares; 2025Q1: 7,720 shares; 2025Q2: 9,374 shares; 2025Q3: 6,952 shares 6,952 $2.82M 0.17% -2,422 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 89,556 shares; 2024Q2: 91,076 shares; 2024Q3: 93,328 shares; 2024Q4: 95,086 shares; 2025Q1: 96,566 shares; 2025Q2: 98,249 shares; 2025Q3: 100,160 shares 100,160 $2.72M 0.16% +1,911 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: 63,594 shares; 2024Q2: 61,257 shares; 2024Q3: 61,916 shares; 2024Q4: 63,578 shares; 2025Q1: 81,715 shares; 2025Q2: 76,445 shares; 2025Q3: 51,015 shares 51,015 $2.63M 0.16% -25,430 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,922 shares; 2024Q2: 24,647 shares; 2024Q3: 24,331 shares; 2024Q4: 24,798 shares; 2025Q1: 27,101 shares; 2025Q2: 25,526 shares; 2025Q3: 22,620 shares 22,620 $2.55M 0.15% -2,906 Timeline IXUS 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: 29,785 shares; 2024Q2: 30,702 shares; 2024Q3: 30,702 shares; 2024Q4: 30,703 shares; 2025Q1: 30,703 shares; 2025Q2: 30,703 shares; 2025Q3: 30,703 shares 30,703 $2.54M 0.15% 0 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: 8,640 shares; 2024Q2: 8,411 shares; 2024Q3: 8,280 shares; 2024Q4: 8,307 shares; 2025Q1: 10,277 shares; 2025Q2: 10,212 shares; 2025Q3: 8,807 shares 8,807 $2.49M 0.15% -1,405 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: 10,261 shares; 2024Q2: 9,909 shares; 2024Q3: 9,748 shares; 2024Q4: 9,911 shares; 2025Q1: 11,451 shares; 2025Q2: 11,579 shares; 2025Q3: 9,716 shares 9,716 $2.3M 0.14% -1,863 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,320 shares; 2025Q2: 4,136 shares; 2025Q3: 3,066 shares 3,066 $2.29M 0.14% -1,070 Timeline FNDB 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: 28,746 shares; 2024Q2: 28,746 shares; 2024Q3: 28,599 shares; 2024Q4: 84,969 shares; 2025Q1: 89,484 shares; 2025Q2: 89,484 shares; 2025Q3: 86,330 shares 86,330 $2.22M 0.13% -3,154 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: 22,319 shares; 2024Q2: 21,368 shares; 2024Q3: 20,743 shares; 2024Q4: 20,777 shares; 2025Q1: 20,573 shares; 2025Q2: 19,919 shares; 2025Q3: 14,436 shares 14,436 $2.22M 0.13% -5,483 Timeline PRFZ 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: 59,927 shares; 2024Q2: 54,978 shares; 2024Q3: 54,978 shares; 2024Q4: 54,978 shares; 2025Q1: 53,453 shares; 2025Q2: 48,438 shares; 2025Q3: 48,438 shares 48,438 $2.2M 0.13% 0 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: 14,564 shares; 2024Q2: 13,974 shares; 2024Q3: 12,071 shares; 2024Q4: 12,939 shares; 2025Q1: 15,649 shares; 2025Q2: 15,553 shares; 2025Q3: 13,820 shares 13,820 $2.15M 0.13% -1,733 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: 25,773 shares; 2024Q2: 24,946 shares; 2024Q3: 23,861 shares; 2024Q4: 24,032 shares; 2025Q1: 21,091 shares; 2025Q2: 22,511 shares; 2025Q3: 25,398 shares 25,398 $2.13M 0.13% +2,887 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: 5,889 shares; 2024Q2: 5,798 shares; 2024Q3: 5,679 shares; 2024Q4: 5,989 shares; 2025Q1: 8,041 shares; 2025Q2: 7,204 shares; 2025Q3: 7,077 shares 7,077 $2.13M 0.13% -127 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: not reported; 2024Q2: not reported; 2024Q3: 3,141 shares; 2024Q4: 3,141 shares; 2025Q1: 9,042 shares; 2025Q2: 8,542 shares; 2025Q3: 8,542 shares 8,542 $2.07M 0.12% 0 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: not reported; 2024Q2: 9,162 shares; 2024Q3: 14,431 shares; 2024Q4: 50,976 shares; 2025Q1: 73,416 shares; 2025Q2: 73,546 shares; 2025Q3: 74,846 shares 74,846 $2.04M 0.12% +1,300 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: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares 12,300 $2.02M 0.12% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,617 shares; 2024Q2: 2,629 shares; 2024Q3: 2,631 shares; 2024Q4: 2,633 shares; 2025Q1: 2,666 shares; 2025Q2: 2,822 shares; 2025Q3: 2,814 shares 2,814 $2.02M 0.12% -8 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: 2,415 shares; 2024Q2: 2,417 shares; 2024Q3: 2,418 shares; 2024Q4: 2,289 shares; 2025Q1: 2,293 shares; 2025Q2: 3,984 shares; 2025Q3: 2,978 shares 2,978 $1.99M 0.12% -1,006 Timeline IGV 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: 13,500 shares; 2024Q2: 14,252 shares; 2024Q3: 14,252 shares; 2024Q4: 14,252 shares; 2025Q1: 16,733 shares; 2025Q2: 16,733 shares; 2025Q3: 16,733 shares 16,733 $1.92M 0.11% 0 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: 11,394 shares; 2024Q2: 11,570 shares; 2024Q3: 11,671 shares; 2024Q4: 11,695 shares; 2025Q1: 14,366 shares; 2025Q2: 14,497 shares; 2025Q3: 11,246 shares 11,246 $1.92M 0.11% -3,251 Timeline TBLL 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: not reported; 2024Q2: not reported; 2024Q3: 12,841 shares; 2024Q4: 12,841 shares; 2025Q1: 13,314 shares; 2025Q2: 27,159 shares; 2025Q3: 17,211 shares 17,211 $1.82M 0.11% -9,948 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,680 shares; 2024Q2: 18,673 shares; 2024Q3: 18,603 shares; 2024Q4: 18,603 shares; 2025Q1: 23,069 shares; 2025Q2: 23,137 shares; 2025Q3: 23,283 shares 23,283 $1.77M 0.1% +146 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: 2,776 shares; 2024Q2: 2,651 shares; 2024Q3: 2,598 shares; 2024Q4: 2,535 shares; 2025Q1: 3,046 shares; 2025Q2: 3,152 shares; 2025Q3: 2,204 shares 2,204 $1.76M 0.1% -948 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: 10,040 shares; 2024Q2: 9,869 shares; 2024Q3: 9,731 shares; 2024Q4: 9,775 shares; 2025Q1: 9,308 shares; 2025Q2: 9,512 shares; 2025Q3: 8,280 shares 8,280 $1.74M 0.1% -1,232 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: 144,755 shares; 2024Q2: 144,716 shares; 2024Q3: 144,069 shares; 2024Q4: 120,900 shares; 2025Q1: 31,861 shares; 2025Q2: 32,725 shares; 2025Q3: 31,811 shares 31,811 $1.72M 0.1% -914 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: 5,411 shares; 2024Q2: 5,686 shares; 2024Q3: 5,686 shares; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares 5,688 $1.6M 0.09% 0 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: 2,135 shares; 2024Q2: 1,994 shares; 2024Q3: 1,891 shares; 2024Q4: 1,846 shares; 2025Q1: 2,141 shares; 2025Q2: 1,995 shares; 2025Q3: 1,705 shares 1,705 $1.57M 0.09% -290 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: 10,461 shares; 2024Q2: 10,205 shares; 2024Q3: 9,970 shares; 2024Q4: 9,993 shares; 2025Q1: 20,164 shares; 2025Q2: 18,774 shares; 2025Q3: 15,352 shares 15,352 $1.56M 0.09% -3,422 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,834 shares; 2025Q1: 13,053 shares; 2025Q2: 12,549 shares; 2025Q3: 11,582 shares 11,582 $1.55M 0.09% -967 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: 9,660 shares; 2024Q2: 9,427 shares; 2024Q3: 9,314 shares; 2024Q4: 8,977 shares; 2025Q1: 9,008 shares; 2025Q2: 8,036 shares; 2025Q3: 6,549 shares 6,549 $1.55M 0.09% -1,487 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: 5,762 shares; 2024Q2: 6,672 shares; 2024Q3: 6,004 shares; 2024Q4: 5,887 shares; 2025Q1: 6,506 shares; 2025Q2: 6,226 shares; 2025Q3: 5,073 shares 5,073 $1.54M 0.09% -1,153 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,526 shares; 2024Q2: 3,876 shares; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 5,489 shares 5,489 $1.53M 0.09% +859 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: 10,060 shares; 2024Q2: 10,046 shares; 2024Q3: 10,571 shares; 2024Q4: 13,092 shares; 2025Q1: 11,905 shares; 2025Q2: 14,139 shares; 2025Q3: 10,900 shares 10,900 $1.53M 0.09% -3,239 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,832 shares; 2024Q2: 20,322 shares; 2024Q3: 31,304 shares; 2024Q4: 31,304 shares; 2025Q1: 31,304 shares; 2025Q2: 31,138 shares; 2025Q3: 30,531 shares 30,531 $1.52M 0.09% -607 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,874 shares; 2025Q2: 88,874 shares; 2025Q3: 88,874 shares 88,874 $1.49M 0.09% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,213 shares; 2024Q2: 11,959 shares; 2024Q3: 11,576 shares; 2024Q4: 11,566 shares; 2025Q1: 11,637 shares; 2025Q2: 12,537 shares; 2025Q3: 11,361 shares 11,361 $1.49M 0.09% -1,176 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: 8,619 shares; 2024Q2: 8,068 shares; 2024Q3: 9,055 shares; 2024Q4: 9,018 shares; 2025Q1: 14,238 shares; 2025Q2: 11,116 shares; 2025Q3: 8,893 shares 8,893 $1.49M 0.09% -2,223 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60,615 shares; 2024Q2: 60,615 shares; 2024Q3: 60,615 shares; 2024Q4: 60,615 shares; 2025Q1: 60,615 shares; 2025Q2: 60,615 shares; 2025Q3: 60,615 shares 60,615 $1.47M 0.09% 0 Timeline SUSB 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,332 shares; 2025Q1: 58,242 shares; 2025Q2: 57,435 shares; 2025Q3: 57,435 shares 57,435 $1.45M 0.09% 0 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: 40,240 shares; 2024Q2: 39,185 shares; 2024Q3: 39,674 shares; 2024Q4: 43,454 shares; 2025Q1: 20,832 shares; 2025Q2: 19,539 shares; 2025Q3: 19,678 shares 19,678 $1.45M 0.09% +139 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: 5,430 shares; 2024Q2: 5,225 shares; 2024Q3: 5,062 shares; 2024Q4: 5,240 shares; 2025Q1: 6,785 shares; 2025Q2: 6,425 shares; 2025Q3: 5,114 shares 5,114 $1.44M 0.09% -1,311 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: 10,990 shares; 2024Q2: 11,219 shares; 2024Q3: 11,554 shares; 2024Q4: 11,418 shares; 2025Q1: 9,806 shares; 2025Q2: 11,761 shares; 2025Q3: 8,688 shares 8,688 $1.41M 0.08% -3,073 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,635 shares; 2024Q2: 49,635 shares; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares; 2025Q2: 49,635 shares; 2025Q3: 49,635 shares 49,635 $1.4M 0.08% 0 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: 1,279 shares; 2024Q2: 1,238 shares; 2024Q3: 798 shares; 2024Q4: 1,201 shares; 2025Q1: 1,990 shares; 2025Q2: 1,731 shares; 2025Q3: 1,253 shares 1,253 $1.35M 0.08% -478 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,468 shares; 2025Q1: 11,425 shares; 2025Q2: 14,938 shares; 2025Q3: 20,707 shares 20,707 $1.35M 0.08% +5,769 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: 9,333 shares; 2024Q2: 9,044 shares; 2024Q3: 9,082 shares; 2024Q4: 9,951 shares; 2025Q1: 8,988 shares; 2025Q2: 9,931 shares; 2025Q3: 6,475 shares 6,475 $1.33M 0.08% -3,456 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: 4,758 shares; 2024Q2: 4,595 shares; 2024Q3: 4,491 shares; 2024Q4: 4,778 shares; 2025Q1: 5,485 shares; 2025Q2: 5,501 shares; 2025Q3: 2,755 shares 2,755 $1.31M 0.08% -2,746 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,615 shares; 2024Q2: 8,044 shares; 2024Q3: 7,775 shares; 2024Q4: 8,474 shares; 2025Q1: 7,840 shares; 2025Q2: 8,580 shares; 2025Q3: 7,830 shares 7,830 $1.31M 0.08% -750 Timeline USXF 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: 20,343 shares; 2024Q2: 20,345 shares; 2024Q3: 20,348 shares; 2024Q4: 20,789 shares; 2025Q1: 21,915 shares; 2025Q2: 22,650 shares; 2025Q3: 22,653 shares 22,653 $1.3M 0.08% +3 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: 4,802 shares; 2024Q2: 4,676 shares; 2024Q3: 4,393 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares 4,334 $1.27M 0.08% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,513 shares; 2025Q2: 16,533 shares; 2025Q3: 16,533 shares 16,533 $1.26M 0.07% 0 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: 9,774 shares; 2024Q2: 9,774 shares; 2024Q3: 9,774 shares; 2024Q4: 9,774 shares; 2025Q1: 9,774 shares; 2025Q2: 9,774 shares; 2025Q3: 9,774 shares 9,774 $1.23M 0.07% 0 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: 28,685 shares; 2024Q2: 26,779 shares; 2024Q3: 25,223 shares; 2024Q4: 25,416 shares; 2025Q1: 25,102 shares; 2025Q2: 25,770 shares; 2025Q3: 17,886 shares 17,886 $1.22M 0.07% -7,884 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: 12,680 shares; 2024Q2: 11,629 shares; 2024Q3: 11,377 shares; 2024Q4: 11,400 shares; 2025Q1: 11,368 shares; 2025Q2: 11,920 shares; 2025Q3: 9,044 shares 9,044 $1.21M 0.07% -2,876 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: 7,308 shares; 2024Q2: 7,134 shares; 2024Q3: 6,930 shares; 2024Q4: 6,897 shares; 2025Q1: 13,310 shares; 2025Q2: 13,841 shares; 2025Q3: 8,836 shares 8,836 $1.17M 0.07% -5,005 Timeline FNDC 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: 290,124 shares; 2024Q2: 255,650 shares; 2024Q3: 236,862 shares; 2024Q4: 95,897 shares; 2025Q1: 33,219 shares; 2025Q2: 26,191 shares; 2025Q3: 26,191 shares 26,191 $1.17M 0.07% 0 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: 4,240 shares; 2024Q2: 4,011 shares; 2024Q3: 3,879 shares; 2024Q4: 3,179 shares; 2025Q1: 5,101 shares; 2025Q2: 4,204 shares; 2025Q3: 3,506 shares 3,506 $1.16M 0.07% -698 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: not reported; 2024Q2: not reported; 2024Q3: 8,029 shares; 2024Q4: 8,009 shares; 2025Q1: 12,720 shares; 2025Q2: 13,388 shares; 2025Q3: 11,860 shares 11,860 $1.16M 0.07% -1,528 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: 5,920 shares; 2024Q2: 5,902 shares; 2024Q3: 5,939 shares; 2024Q4: 12,004 shares; 2025Q1: 11,962 shares; 2025Q2: 11,961 shares; 2025Q3: 5,574 shares 5,574 $1.13M 0.07% -6,387 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: 3,741 shares; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares 3,741 $1.13M 0.07% 0 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: 8,314 shares; 2024Q2: 7,924 shares; 2024Q3: 7,713 shares; 2024Q4: 7,672 shares; 2025Q1: 8,946 shares; 2025Q2: 10,298 shares; 2025Q3: 7,787 shares 7,787 $1.13M 0.07% -2,511 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,335 shares; 2024Q2: 7,753 shares; 2024Q3: 6,319 shares; 2024Q4: 7,931 shares; 2025Q1: 9,631 shares; 2025Q2: 9,631 shares; 2025Q3: 8,652 shares 8,652 $1.11M 0.07% -979 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,171 shares; 2025Q3: 13,725 shares 13,725 $1.1M 0.07% +4,554 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: 26,868 shares; 2024Q2: 26,495 shares; 2024Q3: 25,692 shares; 2024Q4: 25,650 shares; 2025Q1: 25,584 shares; 2025Q2: 25,399 shares; 2025Q3: 16,372 shares 16,372 $1.09M 0.06% -9,027 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: 2,702 shares; 2024Q2: 2,575 shares; 2024Q3: 2,498 shares; 2024Q4: 2,440 shares; 2025Q1: 3,309 shares; 2025Q2: 3,005 shares; 2025Q3: 2,211 shares 2,211 $1.08M 0.06% -794 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: 9,604 shares; 2024Q2: 9,103 shares; 2024Q3: 8,830 shares; 2024Q4: 8,732 shares; 2025Q1: 18,311 shares; 2025Q2: 17,477 shares; 2025Q3: 17,162 shares 17,162 $1.05M 0.06% -315 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: 11,500 shares; 2024Q2: 10,853 shares; 2024Q3: 10,233 shares; 2024Q4: 11,180 shares; 2025Q1: 12,285 shares; 2025Q2: 11,164 shares; 2025Q3: 9,131 shares 9,131 $1.05M 0.06% -2,033 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 619,871 shares; 2024Q2: 636,532 shares; 2024Q3: 636,532 shares; 2024Q4: 636,532 shares; 2025Q1: 866,586 shares; 2025Q2: 1,060,460 shares; 2025Q3: 1,209,646 shares 1,209,646 $1.02M 0.06% +149,186 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: 21,759 shares; 2024Q2: 20,463 shares; 2024Q3: 19,217 shares; 2024Q4: 19,070 shares; 2025Q1: 18,877 shares; 2025Q2: 16,566 shares; 2025Q3: 11,789 shares 11,789 $988K 0.06% -4,777 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: 7,613 shares; 2024Q2: 6,750 shares; 2024Q3: 6,612 shares; 2024Q4: 7,053 shares; 2025Q1: 5,845 shares; 2025Q2: 5,775 shares; 2025Q3: 2,857 shares 2,857 $986K 0.06% -2,918 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: 8,613 shares; 2024Q2: 8,884 shares; 2024Q3: 8,707 shares; 2024Q4: 8,729 shares; 2025Q1: 8,671 shares; 2025Q2: 8,009 shares; 2025Q3: 6,068 shares 6,068 $984K 0.06% -1,941 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,268 shares; 2024Q2: 17,268 shares; 2024Q3: 17,268 shares; 2024Q4: 17,268 shares; 2025Q1: 107,906 shares; 2025Q2: 107,906 shares; 2025Q3: 107,906 shares 107,906 $982K 0.06% 0 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: 1,681 shares; 2024Q2: 1,616 shares; 2024Q3: 1,512 shares; 2024Q4: 1,423 shares; 2025Q1: 2,804 shares; 2025Q2: 2,564 shares; 2025Q3: 2,145 shares 2,145 $981K 0.06% -419 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: 33,465 shares; 2024Q2: 32,803 shares; 2024Q3: 31,537 shares; 2024Q4: 33,403 shares; 2025Q1: 35,732 shares; 2025Q2: 34,861 shares; 2025Q3: 34,717 shares 34,717 $980K 0.06% -144 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,634 shares; 2024Q2: 1,345 shares; 2024Q3: 1,257 shares; 2024Q4: 1,412 shares; 2025Q1: 1,268 shares; 2025Q2: 1,054 shares; 2025Q3: 1,003 shares 1,003 $971K 0.06% -51 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: 3,538 shares; 2024Q2: 3,307 shares; 2024Q3: 3,170 shares; 2024Q4: 3,066 shares; 2025Q1: 3,932 shares; 2025Q2: 3,406 shares; 2025Q3: 2,712 shares 2,712 $957K 0.06% -694 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: 2,679 shares; 2024Q2: 2,576 shares; 2024Q3: 2,500 shares; 2024Q4: 2,449 shares; 2025Q1: 2,333 shares; 2025Q2: 2,354 shares; 2025Q3: 1,399 shares 1,399 $955K 0.06% -955 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: 2,527 shares; 2024Q2: 2,876 shares; 2024Q3: 2,808 shares; 2024Q4: 2,984 shares; 2025Q1: 2,794 shares; 2025Q2: 2,118 shares; 2025Q3: 1,950 shares 1,950 $946K 0.06% -168 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,814 shares; 2024Q2: 8,554 shares; 2024Q3: 6,813 shares; 2024Q4: 34,065 shares; 2025Q1: 38,425 shares; 2025Q2: 38,425 shares; 2025Q3: 32,640 shares 32,640 $940K 0.06% -5,785 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,388 shares; 2024Q2: 3,469 shares; 2024Q3: 2,986 shares; 2024Q4: 3,263 shares; 2025Q1: 4,041 shares; 2025Q2: 4,120 shares; 2025Q3: 3,441 shares 3,441 $919K 0.05% -679 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,853 shares; 2024Q2: 8,743 shares; 2024Q3: 8,677 shares; 2024Q4: 5,732 shares; 2025Q1: 5,724 shares; 2025Q2: 5,499 shares; 2025Q3: 4,827 shares 4,827 $906K 0.05% -672 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: 16,647 shares; 2024Q2: 16,397 shares; 2024Q3: 16,122 shares; 2024Q4: 16,211 shares; 2025Q1: 17,637 shares; 2025Q2: 17,141 shares; 2025Q3: 11,988 shares 11,988 $905K 0.05% -5,153 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: 8,555 shares; 2024Q2: 8,412 shares; 2024Q3: 7,945 shares; 2024Q4: 7,710 shares; 2025Q1: 8,951 shares; 2025Q2: 7,975 shares; 2025Q3: 5,341 shares 5,341 $889K 0.05% -2,634 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,094 shares; 2025Q1: 8,158 shares; 2025Q2: 8,094 shares; 2025Q3: 6,197 shares 6,197 $887K 0.05% -1,897 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: 3,487 shares; 2024Q2: 3,464 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 4,745 shares; 2025Q2: 4,203 shares; 2025Q3: 2,996 shares 2,996 $879K 0.05% -1,207 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: 3,836 shares; 2024Q2: 4,302 shares; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,202 shares 4,202 $877K 0.05% +3 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: 1,182 shares; 2024Q2: 1,030 shares; 2024Q3: 906 shares; 2024Q4: 912 shares; 2025Q1: 1,336 shares; 2025Q2: 1,670 shares; 2025Q3: 1,426 shares 1,426 $869K 0.05% -244 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: 5,838 shares; 2024Q2: 5,422 shares; 2024Q3: 4,928 shares; 2024Q4: 4,540 shares; 2025Q1: 7,449 shares; 2025Q2: 7,628 shares; 2025Q3: 5,818 shares 5,818 $865K 0.05% -1,810 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: not reported; 2024Q2: 546 shares; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares 1,426 $850K 0.05% 0 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: 11,826 shares; 2024Q2: 18,591 shares; 2024Q3: 17,655 shares; 2024Q4: 17,982 shares; 2025Q1: 17,462 shares; 2025Q2: 16,803 shares; 2025Q3: 12,866 shares 12,866 $850K 0.05% -3,937 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: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,345 shares; 2024Q4: 1,356 shares; 2025Q1: 1,352 shares; 2025Q2: 1,445 shares; 2025Q3: 1,358 shares 1,358 $835K 0.05% -87 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,596 shares; 2025Q1: 10,084 shares; 2025Q2: 10,398 shares; 2025Q3: 4,522 shares 4,522 $825K 0.05% -5,876 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,656 shares; 2024Q2: 13,170 shares; 2024Q3: 10,208 shares; 2024Q4: 10,542 shares; 2025Q1: 13,839 shares; 2025Q2: 13,454 shares; 2025Q3: 10,671 shares 10,671 $819K 0.05% -2,783 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: 8,341 shares; 2024Q2: 8,070 shares; 2024Q3: 7,958 shares; 2024Q4: 8,525 shares; 2025Q1: 11,493 shares; 2025Q2: 10,267 shares; 2025Q3: 7,989 shares 7,989 $780K 0.05% -2,278 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: 4,037 shares; 2024Q2: 3,803 shares; 2024Q3: 3,656 shares; 2024Q4: 3,642 shares; 2025Q1: 5,352 shares; 2025Q2: 5,043 shares; 2025Q3: 3,222 shares 3,222 $771K 0.05% -1,821 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,214 shares; 2024Q2: 14,572 shares; 2024Q3: 10,386 shares; 2024Q4: 10,661 shares; 2025Q1: 13,947 shares; 2025Q2: 14,032 shares; 2025Q3: 10,800 shares 10,800 $767K 0.05% -3,232 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: 3,188 shares; 2024Q2: 3,188 shares; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares 3,188 $764K 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,740 shares; 2024Q2: 2,600 shares; 2024Q3: 2,542 shares; 2024Q4: 2,413 shares; 2025Q1: 3,859 shares; 2025Q2: 3,719 shares; 2025Q3: 2,627 shares 2,627 $757K 0.04% -1,092 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 46,825 shares; 2024Q2: 63,184 shares; 2024Q3: 63,184 shares; 2024Q4: 112,500 shares; 2025Q1: 212,500 shares; 2025Q2: 212,500 shares; 2025Q3: 212,500 shares 212,500 $754K 0.04% 0 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: 13,296 shares; 2024Q2: 12,881 shares; 2024Q3: 12,736 shares; 2024Q4: 12,750 shares; 2025Q1: 12,644 shares; 2025Q2: 11,849 shares; 2025Q3: 4,719 shares 4,719 $750K 0.04% -7,130 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: 2,550 shares; 2024Q2: 2,536 shares; 2024Q3: 2,461 shares; 2024Q4: 2,708 shares; 2025Q1: 3,004 shares; 2025Q2: 2,649 shares; 2025Q3: 3,041 shares 3,041 $747K 0.04% +392 Timeline QQQJ 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: 20,601 shares; 2024Q2: 20,601 shares; 2024Q3: 20,601 shares; 2024Q4: 20,601 shares; 2025Q1: 20,601 shares; 2025Q2: 20,601 shares; 2025Q3: 20,601 shares 20,601 $737K 0.04% 0 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: 31,925 shares; 2024Q2: 28,697 shares; 2024Q3: 26,497 shares; 2024Q4: 30,747 shares; 2025Q1: 19,001 shares; 2025Q2: 40,662 shares; 2025Q3: 28,900 shares 28,900 $736K 0.04% -11,762 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: 7,522 shares; 2024Q2: 7,301 shares; 2024Q3: 7,023 shares; 2024Q4: 6,848 shares; 2025Q1: 8,308 shares; 2025Q2: 8,753 shares; 2025Q3: 6,598 shares 6,598 $732K 0.04% -2,155 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: 10,349 shares; 2024Q2: 9,932 shares; 2024Q3: 9,748 shares; 2024Q4: 9,799 shares; 2025Q1: 9,870 shares; 2025Q2: 10,801 shares; 2025Q3: 7,627 shares 7,627 $728K 0.04% -3,174 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: 323 shares; 2024Q2: 306 shares; 2024Q3: 297 shares; 2024Q4: 285 shares; 2025Q1: 278 shares; 2025Q2: 248 shares; 2025Q3: 134 shares 134 $724K 0.04% -114 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,934 shares; 2024Q2: 12,871 shares; 2024Q3: 9,626 shares; 2024Q4: 9,191 shares; 2025Q1: 11,196 shares; 2025Q2: 13,775 shares; 2025Q3: 9,969 shares 9,969 $713K 0.04% -3,806 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: 7,425 shares; 2024Q2: 8,334 shares; 2024Q3: 8,342 shares; 2024Q4: 8,101 shares; 2025Q1: 8,018 shares; 2025Q2: 6,235 shares; 2025Q3: 3,870 shares 3,870 $711K 0.04% -2,365 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: 38,397 shares; 2024Q2: 38,830 shares; 2024Q3: 38,046 shares; 2024Q4: 47,679 shares; 2025Q1: 47,679 shares; 2025Q2: 47,529 shares; 2025Q3: 47,529 shares 47,529 $698K 0.04% 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: 3,105 shares; 2024Q2: 2,979 shares; 2024Q3: 3,005 shares; 2024Q4: 2,752 shares; 2025Q1: 3,703 shares; 2025Q2: 4,101 shares; 2025Q3: 3,158 shares 3,158 $678K 0.04% -943 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,267 shares; 2024Q2: 14,883 shares; 2024Q3: 13,692 shares; 2024Q4: 10,930 shares; 2025Q1: 13,281 shares; 2025Q2: 14,970 shares; 2025Q3: 12,138 shares 12,138 $674K 0.04% -2,832 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 781 shares; 2025Q2: 834 shares; 2025Q3: 577 shares 577 $673K 0.04% -257 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: 1,199 shares; 2024Q2: 1,157 shares; 2024Q3: 458 shares; 2024Q4: 492 shares; 2025Q1: 1,415 shares; 2025Q2: 1,595 shares; 2025Q3: 688 shares 688 $657K 0.04% -907 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: 2,654 shares; 2024Q2: 3,105 shares; 2024Q3: 3,019 shares; 2024Q4: 3,505 shares; 2025Q1: 3,386 shares; 2025Q2: 2,933 shares; 2025Q3: 1,741 shares 1,741 $652K 0.04% -1,192 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,872 shares; 2025Q2: 4,778 shares; 2025Q3: 5,004 shares 5,004 $650K 0.04% +226 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: 2,456 shares; 2024Q2: 2,375 shares; 2024Q3: 2,316 shares; 2024Q4: 2,324 shares; 2025Q1: 3,853 shares; 2025Q2: 3,229 shares; 2025Q3: 2,484 shares 2,484 $648K 0.04% -745 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: 2,297 shares; 2024Q2: 2,707 shares; 2024Q3: 2,309 shares; 2024Q4: 2,427 shares; 2025Q1: not reported; 2025Q2: 5,428 shares; 2025Q3: 5,431 shares 5,431 $643K 0.04% +3 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,009 shares; 2024Q2: 1,939 shares; 2024Q3: 1,913 shares; 2024Q4: 1,921 shares; 2025Q1: 1,901 shares; 2025Q2: 1,999 shares; 2025Q3: 2,018 shares 2,018 $641K 0.04% +19 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: 2,097 shares; 2024Q2: 1,967 shares; 2024Q3: 1,869 shares; 2024Q4: 2,089 shares; 2025Q1: 2,034 shares; 2025Q2: 1,282 shares; 2025Q3: 1,419 shares 1,419 $635K 0.04% +137 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,712 shares; 2025Q3: 23,712 shares 23,712 $625K 0.04% 0 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: 8,874 shares; 2024Q2: 8,500 shares; 2024Q3: 7,597 shares; 2024Q4: 8,054 shares; 2025Q1: 5,581 shares; 2025Q2: 7,821 shares; 2025Q3: 8,952 shares 8,952 $624K 0.04% +1,131 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: 2,219 shares; 2024Q2: 2,109 shares; 2024Q3: 2,040 shares; 2024Q4: 2,013 shares; 2025Q1: 2,027 shares; 2025Q2: 2,111 shares; 2025Q3: 1,668 shares 1,668 $617K 0.04% -443 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,906 shares; 2024Q2: 1,828 shares; 2024Q3: 1,794 shares; 2024Q4: 1,772 shares; 2025Q1: 2,669 shares; 2025Q2: 2,802 shares; 2025Q3: 2,203 shares 2,203 $615K 0.04% -599 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: 30,049 shares; 2024Q2: 27,831 shares; 2024Q3: 18,759 shares; 2024Q4: 17,909 shares; 2025Q1: 24,028 shares; 2025Q2: 22,227 shares; 2025Q3: 14,896 shares 14,896 $611K 0.04% -7,331 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: 2,414 shares; 2024Q2: 2,308 shares; 2024Q3: 2,247 shares; 2024Q4: 2,263 shares; 2025Q1: 3,402 shares; 2025Q2: 3,905 shares; 2025Q3: 2,759 shares 2,759 $609K 0.04% -1,146 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 46,829 shares; 2024Q2: 39,300 shares; 2024Q3: 26,691 shares; 2024Q4: 23,222 shares; 2025Q1: 24,596 shares; 2025Q2: 41,213 shares; 2025Q3: 31,426 shares 31,426 $605K 0.04% -9,787 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: 2,260 shares; 2024Q2: 2,172 shares; 2024Q3: 2,102 shares; 2024Q4: 2,307 shares; 2025Q1: 2,076 shares; 2025Q2: 1,698 shares; 2025Q3: 1,260 shares 1,260 $598K 0.04% -438 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: 2,560 shares; 2024Q2: 2,377 shares; 2024Q3: 2,300 shares; 2024Q4: 2,341 shares; 2025Q1: 1,927 shares; 2025Q2: 2,099 shares; 2025Q3: 1,812 shares 1,812 $596K 0.04% -287 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: 7,771 shares; 2024Q2: 7,339 shares; 2024Q3: 6,991 shares; 2024Q4: 9,667 shares; 2025Q1: 9,067 shares; 2025Q2: 9,597 shares; 2025Q3: 6,277 shares 6,277 $594K 0.04% -3,320 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: 1,661 shares; 2024Q2: 1,588 shares; 2024Q3: 1,539 shares; 2024Q4: 1,509 shares; 2025Q1: 2,426 shares; 2025Q2: 2,342 shares; 2025Q3: 1,853 shares 1,853 $579K 0.03% -489 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: not reported; 2024Q2: 1,422 shares; 2024Q3: 1,324 shares; 2024Q4: 1,679 shares; 2025Q1: 1,987 shares; 2025Q2: 1,898 shares; 2025Q3: 1,787 shares 1,787 $578K 0.03% -111 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: 572 shares; 2024Q2: 550 shares; 2024Q3: 536 shares; 2024Q4: 543 shares; 2025Q1: 565 shares; 2025Q2: 7,878 shares; 2025Q3: 5,362 shares 5,362 $578K 0.03% -2,516 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares 12,241 $568K 0.03% 0 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: 16,263 shares; 2024Q2: 16,383 shares; 2024Q3: 16,271 shares; 2024Q4: 17,041 shares; 2025Q1: 19,203 shares; 2025Q2: 20,752 shares; 2025Q3: 12,899 shares 12,899 $567K 0.03% -7,853 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: 4,108 shares; 2024Q2: 4,137 shares; 2024Q3: 3,848 shares; 2024Q4: 3,843 shares; 2025Q1: 4,128 shares; 2025Q2: 6,842 shares; 2025Q3: 5,939 shares 5,939 $566K 0.03% -903 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: 8,174 shares; 2024Q2: 16,235 shares; 2024Q3: 14,132 shares; 2024Q4: 15,541 shares; 2025Q1: 19,536 shares; 2025Q2: 24,609 shares; 2025Q3: 12,537 shares 12,537 $565K 0.03% -12,072 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: 4,672 shares; 2024Q2: 4,672 shares; 2024Q3: 4,672 shares; 2024Q4: 4,672 shares; 2025Q1: 4,772 shares; 2025Q2: 4,772 shares; 2025Q3: 4,773 shares 4,773 $565K 0.03% +1 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: 4,642 shares; 2024Q2: 4,345 shares; 2024Q3: 4,220 shares; 2024Q4: 4,006 shares; 2025Q1: 3,869 shares; 2025Q2: 4,017 shares; 2025Q3: 2,822 shares 2,822 $544K 0.03% -1,195 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: 3,392 shares; 2024Q2: 3,141 shares; 2024Q3: 2,988 shares; 2024Q4: 3,025 shares; 2025Q1: 9,222 shares; 2025Q2: 6,795 shares; 2025Q3: 6,455 shares 6,455 $539K 0.03% -340 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: 1,425 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 999 shares; 2025Q2: 1,099 shares; 2025Q3: 1,050 shares 1,050 $535K 0.03% -49 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: 1,708 shares; 2024Q2: 1,686 shares; 2024Q3: 1,633 shares; 2024Q4: 1,626 shares; 2025Q1: 1,656 shares; 2025Q2: 2,338 shares; 2025Q3: 1,974 shares 1,974 $533K 0.03% -364 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: 3,817 shares; 2024Q2: 3,496 shares; 2024Q3: 3,240 shares; 2024Q4: 3,115 shares; 2025Q1: 3,603 shares; 2025Q2: 3,538 shares; 2025Q3: 2,462 shares 2,462 $531K 0.03% -1,076 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: 1,891 shares; 2024Q2: 1,725 shares; 2024Q3: 1,692 shares; 2024Q4: 1,752 shares; 2025Q1: 1,896 shares; 2025Q2: 1,826 shares; 2025Q3: 1,058 shares 1,058 $528K 0.03% -768 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: 4,845 shares; 2024Q2: 9,287 shares; 2024Q3: 9,355 shares; 2024Q4: 10,519 shares; 2025Q1: 11,747 shares; 2025Q2: 6,726 shares; 2025Q3: 4,215 shares 4,215 $522K 0.03% -2,511 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,931 shares; 2024Q2: 19,931 shares; 2024Q3: 19,931 shares; 2024Q4: 14,319 shares; 2025Q1: 14,319 shares; 2025Q2: 14,319 shares; 2025Q3: 9,079 shares 9,079 $522K 0.03% -5,240 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,554 shares; 2025Q2: 4,470 shares; 2025Q3: 3,564 shares 3,564 $519K 0.03% -906 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: 2,710 shares; 2024Q2: 2,579 shares; 2024Q3: 2,513 shares; 2024Q4: 2,539 shares; 2025Q1: 2,417 shares; 2025Q2: 2,974 shares; 2025Q3: 1,835 shares 1,835 $518K 0.03% -1,139 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,385 shares; 2024Q2: 4,303 shares; 2024Q3: 4,312 shares; 2024Q4: 4,340 shares; 2025Q1: 4,359 shares; 2025Q2: 4,186 shares; 2025Q3: 4,215 shares 4,215 $517K 0.03% +29 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: 2,816 shares; 2024Q2: 2,635 shares; 2024Q3: 2,512 shares; 2024Q4: 2,325 shares; 2025Q1: 2,228 shares; 2025Q2: 3,672 shares; 2025Q3: 2,415 shares 2,415 $513K 0.03% -1,257 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: 6,134 shares; 2024Q2: 6,047 shares; 2024Q3: 5,918 shares; 2024Q4: 5,862 shares; 2025Q1: 5,711 shares; 2025Q2: 4,535 shares; 2025Q3: 2,039 shares 2,039 $512K 0.03% -2,496 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: 3,290 shares; 2024Q2: 3,282 shares; 2024Q3: 3,154 shares; 2024Q4: 3,175 shares; 2025Q1: 4,746 shares; 2025Q2: 4,656 shares; 2025Q3: 4,019 shares 4,019 $509K 0.03% -637 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: 4,221 shares; 2024Q2: 4,060 shares; 2024Q3: 3,887 shares; 2024Q4: 6,530 shares; 2025Q1: 4,632 shares; 2025Q2: 7,487 shares; 2025Q3: 6,089 shares 6,089 $501K 0.03% -1,398 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: 1,803 shares; 2024Q2: 1,729 shares; 2024Q3: 1,698 shares; 2024Q4: 1,939 shares; 2025Q1: 2,341 shares; 2025Q2: 2,337 shares; 2025Q3: 1,440 shares 1,440 $499K 0.03% -897 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,374 shares; 2024Q4: 10,691 shares; 2025Q1: 13,261 shares; 2025Q2: 11,591 shares; 2025Q3: 11,717 shares 11,717 $498K 0.03% +126 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,122 shares; 2024Q2: 2,037 shares; 2024Q3: 2,007 shares; 2024Q4: 1,943 shares; 2025Q1: 1,962 shares; 2025Q2: 1,914 shares; 2025Q3: 1,705 shares 1,705 $492K 0.03% -209 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,037 shares; 2024Q2: 13,680 shares; 2024Q3: 13,680 shares; 2024Q4: 13,422 shares; 2025Q1: 13,422 shares; 2025Q2: 13,422 shares; 2025Q3: 13,037 shares 13,037 $485K 0.03% -385 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,376 shares; 2024Q4: 1,687 shares; 2025Q1: 2,790 shares; 2025Q2: 2,441 shares; 2025Q3: 2,143 shares 2,143 $481K 0.03% -298 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: 5,681 shares; 2024Q2: 5,435 shares; 2024Q3: 5,362 shares; 2024Q4: 5,576 shares; 2025Q1: 5,322 shares; 2025Q2: 4,599 shares; 2025Q3: 1,947 shares 1,947 $480K 0.03% -2,652 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: 677 shares; 2024Q2: 657 shares; 2024Q3: 641 shares; 2024Q4: 620 shares; 2025Q1: 1,129 shares; 2025Q2: 1,089 shares; 2025Q3: 845 shares 845 $475K 0.03% -244 Timeline IBBQ 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: 19,028 shares; 2024Q2: 19,070 shares; 2024Q3: 19,142 shares; 2024Q4: 19,196 shares; 2025Q1: 19,231 shares; 2025Q2: 19,257 shares; 2025Q3: 19,335 shares 19,335 $470K 0.03% +78 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: 1,287 shares; 2024Q2: 1,231 shares; 2024Q3: 1,197 shares; 2024Q4: 1,094 shares; 2025Q1: 1,088 shares; 2025Q2: 1,030 shares; 2025Q3: 608 shares 608 $470K 0.03% -422 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 42,597 shares; 2024Q2: 31,694 shares; 2024Q3: 29,313 shares; 2024Q4: 29,313 shares; 2025Q1: 23,427 shares; 2025Q2: 31,099 shares; 2025Q3: 29,236 shares 29,236 $466K 0.03% -1,863 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: 3,531 shares; 2024Q2: 3,373 shares; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 4,417 shares; 2025Q2: 4,146 shares; 2025Q3: 2,766 shares 2,766 $466K 0.03% -1,380 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 468 shares; 2025Q3: 504 shares 504 $464K 0.03% +36 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,268 shares; 2025Q1: 3,119 shares; 2025Q2: 3,519 shares; 2025Q3: 4,798 shares 4,798 $463K 0.03% +1,279 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: 3,431 shares; 2024Q2: 4,807 shares; 2024Q3: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares 5,057 $462K 0.03% 0 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: 574 shares; 2024Q2: 542 shares; 2024Q3: 2,083 shares; 2024Q4: 2,209 shares; 2025Q1: 3,290 shares; 2025Q2: 3,148 shares; 2025Q3: 2,249 shares 2,249 $462K 0.03% -899 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,241 shares; 2025Q2: 29,630 shares; 2025Q3: 26,872 shares 26,872 $457K 0.03% -2,758 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,045 shares 11,045 $454K 0.03% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,429 shares; 2024Q2: 7,242 shares; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 6,576 shares; 2025Q2: 6,576 shares; 2025Q3: 4,870 shares 4,870 $442K 0.03% -1,706 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,752 shares; 2025Q3: 13,309 shares 13,309 $436K 0.03% -3,443 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: 5,075 shares; 2024Q2: 4,853 shares; 2024Q3: 4,721 shares; 2024Q4: 4,495 shares; 2025Q1: 8,194 shares; 2025Q2: 7,468 shares; 2025Q3: 5,575 shares 5,575 $434K 0.03% -1,893 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: 3,532 shares; 2024Q2: 3,339 shares; 2024Q3: 3,278 shares; 2024Q4: 3,282 shares; 2025Q1: 3,975 shares; 2025Q2: 2,734 shares; 2025Q3: 2,137 shares 2,137 $429K 0.03% -597 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 1,745 shares 1,745 $428K 0.03% +112 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: 4,829 shares; 2024Q2: 4,685 shares; 2024Q3: 4,537 shares; 2024Q4: 4,913 shares; 2025Q1: 4,049 shares; 2025Q2: 3,275 shares; 2025Q3: 2,137 shares 2,137 $424K 0.03% -1,138 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: 825 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,255 shares 1,255 $424K 0.03% +124 Timeline CQQQ 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: 7,139 shares; 2024Q2: 7,139 shares; 2024Q3: 7,139 shares; 2024Q4: 7,158 shares; 2025Q1: 7,158 shares; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares 7,158 $422K 0.03% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,634 shares; 2025Q1: 3,202 shares; 2025Q2: 3,656 shares; 2025Q3: 2,141 shares 2,141 $419K 0.02% -1,515 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,506 shares; 2024Q2: 42,182 shares; 2024Q3: 27,492 shares; 2024Q4: 34,048 shares; 2025Q1: 50,364 shares; 2025Q2: 50,364 shares; 2025Q3: 39,993 shares 39,993 $419K 0.02% -10,371 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: 7,513 shares; 2024Q2: 6,513 shares; 2024Q3: 6,641 shares; 2024Q4: 6,990 shares; 2025Q1: 7,478 shares; 2025Q2: 7,006 shares; 2025Q3: 4,951 shares 4,951 $417K 0.02% -2,055 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: 4,471 shares; 2024Q2: 4,263 shares; 2024Q3: 4,135 shares; 2024Q4: 4,231 shares; 2025Q1: 4,097 shares; 2025Q2: 3,777 shares; 2025Q3: 1,673 shares 1,673 $413K 0.02% -2,104 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,709 shares; 2024Q2: 3,595 shares; 2024Q3: 3,523 shares; 2024Q4: 3,505 shares; 2025Q1: 4,225 shares; 2025Q2: 3,404 shares; 2025Q3: 2,706 shares 2,706 $412K 0.02% -698 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: 8,474 shares; 2024Q2: 8,054 shares; 2024Q3: 7,824 shares; 2024Q4: 8,823 shares; 2025Q1: 13,140 shares; 2025Q2: 11,321 shares; 2025Q3: 10,341 shares 10,341 $406K 0.02% -980 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,154 shares; 2024Q2: 3,723 shares; 2024Q3: 3,194 shares; 2024Q4: 3,693 shares; 2025Q1: 3,991 shares; 2025Q2: 2,363 shares; 2025Q3: 2,122 shares 2,122 $405K 0.02% -241 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,616 shares; 2024Q2: 3,360 shares; 2024Q3: 3,188 shares; 2024Q4: 3,354 shares; 2025Q1: 3,533 shares; 2025Q2: 3,712 shares; 2025Q3: 2,752 shares 2,752 $405K 0.02% -960 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: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $404K 0.02% 0 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: 3,694 shares; 2024Q2: 3,496 shares; 2024Q3: 3,407 shares; 2024Q4: 3,420 shares; 2025Q1: 4,244 shares; 2025Q2: 5,514 shares; 2025Q3: 4,801 shares 4,801 $404K 0.02% -713 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $399K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,376 shares; 2024Q4: 9,407 shares; 2025Q1: 8,827 shares; 2025Q2: 15,605 shares; 2025Q3: 14,018 shares 14,018 $397K 0.02% -1,587 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: 1,650 shares; 2024Q2: 1,556 shares; 2024Q3: 1,508 shares; 2024Q4: 1,378 shares; 2025Q1: 1,818 shares; 2025Q2: 1,625 shares; 2025Q3: 987 shares 987 $387K 0.02% -638 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: 1,667 shares; 2024Q2: 1,619 shares; 2024Q3: 1,555 shares; 2024Q4: 1,467 shares; 2025Q1: 1,667 shares; 2025Q2: 1,366 shares; 2025Q3: 806 shares 806 $384K 0.02% -560 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: 5,161 shares; 2024Q2: 5,014 shares; 2024Q3: 4,821 shares; 2024Q4: 7,106 shares; 2025Q1: 7,759 shares; 2025Q2: 8,328 shares; 2025Q3: 5,686 shares 5,686 $383K 0.02% -2,642 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,907 shares; 2024Q2: 24,816 shares; 2024Q3: 20,976 shares; 2024Q4: 18,881 shares; 2025Q1: 16,972 shares; 2025Q2: 20,051 shares; 2025Q3: 18,461 shares 18,461 $382K 0.02% -1,590 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: not reported; 2024Q2: 1,080 shares; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares 1,482 $377K 0.02% 0 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: 4,633 shares; 2024Q2: 4,515 shares; 2024Q3: 4,351 shares; 2024Q4: 5,035 shares; 2025Q1: 5,193 shares; 2025Q2: 5,908 shares; 2025Q3: 5,576 shares 5,576 $374K 0.02% -332 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,661 shares; 2024Q2: 10,203 shares; 2024Q3: 8,459 shares; 2024Q4: 7,862 shares; 2025Q1: 9,117 shares; 2025Q2: 9,117 shares; 2025Q3: 7,824 shares 7,824 $374K 0.02% -1,293 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: 3,887 shares; 2024Q2: 3,797 shares; 2024Q3: 3,646 shares; 2024Q4: 3,233 shares; 2025Q1: 3,077 shares; 2025Q2: 3,182 shares; 2025Q3: 1,851 shares 1,851 $373K 0.02% -1,331 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: 774 shares; 2024Q2: 714 shares; 2024Q3: 668 shares; 2024Q4: 620 shares; 2025Q1: 621 shares; 2025Q2: 783 shares; 2025Q3: 751 shares 751 $371K 0.02% -32 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: 2,005 shares; 2024Q2: 1,907 shares; 2024Q3: 1,070 shares; 2024Q4: 1,071 shares; 2025Q1: 2,512 shares; 2025Q2: 2,393 shares; 2025Q3: 1,624 shares 1,624 $370K 0.02% -769 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: 640 shares; 2024Q2: 602 shares; 2024Q3: 578 shares; 2024Q4: 489 shares; 2025Q1: 478 shares; 2025Q2: 445 shares; 2025Q3: 734 shares 734 $366K 0.02% +289 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: 3,794 shares; 2024Q2: 3,560 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 3,474 shares; 2025Q2: 2,685 shares; 2025Q3: 1,862 shares 1,862 $365K 0.02% -823 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: 21,002 shares; 2024Q2: 20,444 shares; 2024Q3: 20,137 shares; 2024Q4: 19,521 shares; 2025Q1: 18,989 shares; 2025Q2: 16,901 shares; 2025Q3: 10,285 shares 10,285 $365K 0.02% -6,616 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: 4,871 shares; 2024Q2: 4,455 shares; 2024Q3: 4,724 shares; 2024Q4: 4,744 shares; 2025Q1: not reported; 2025Q2: 7,432 shares; 2025Q3: 6,353 shares 6,353 $361K 0.02% -1,079 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: 6,550 shares; 2024Q2: 6,550 shares; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,689 shares; 2025Q2: 6,689 shares; 2025Q3: 6,690 shares 6,690 $360K 0.02% +1 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: 1,208 shares; 2024Q2: 1,158 shares; 2024Q3: 1,147 shares; 2024Q4: 1,154 shares; 2025Q1: 2,434 shares; 2025Q2: 1,312 shares; 2025Q3: 727 shares 727 $357K 0.02% -585 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: not reported; 2024Q2: not reported; 2024Q3: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares 2,509 $351K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,383 shares; 2024Q2: 4,466 shares; 2024Q3: 4,350 shares; 2024Q4: 5,338 shares; 2025Q1: 4,979 shares; 2025Q2: 4,304 shares; 2025Q3: 3,057 shares 3,057 $350K 0.02% -1,247 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,811 shares; 2024Q2: 17,376 shares; 2024Q3: 14,337 shares; 2024Q4: 14,061 shares; 2025Q1: 15,278 shares; 2025Q2: 15,278 shares; 2025Q3: 13,347 shares 13,347 $348K 0.02% -1,931 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,770 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,744 shares; 2025Q1: 8,603 shares; 2025Q2: 8,692 shares; 2025Q3: 6,880 shares 6,880 $347K 0.02% -1,812 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,011 shares; 2024Q2: 8,264 shares; 2024Q3: 6,292 shares; 2024Q4: 6,707 shares; 2025Q1: 7,651 shares; 2025Q2: 8,603 shares; 2025Q3: 5,807 shares 5,807 $347K 0.02% -2,796 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: 1,403 shares; 2024Q2: 1,365 shares; 2024Q3: 1,333 shares; 2024Q4: 1,337 shares; 2025Q1: 1,325 shares; 2025Q2: 1,287 shares; 2025Q3: 972 shares 972 $347K 0.02% -315 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 188 shares; 2024Q2: 8,700 shares; 2024Q3: 10,662 shares; 2024Q4: 10,700 shares; 2025Q1: 12,499 shares; 2025Q2: 9,665 shares; 2025Q3: 8,779 shares 8,779 $344K 0.02% -886 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: 4,270 shares; 2024Q2: 4,280 shares; 2024Q3: 4,134 shares; 2024Q4: 4,169 shares; 2025Q1: 4,164 shares; 2025Q2: 3,876 shares; 2025Q3: 2,775 shares 2,775 $343K 0.02% -1,101 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,026 shares; 2024Q2: 3,852 shares; 2024Q3: 3,856 shares; 2024Q4: 4,298 shares; 2025Q1: 5,332 shares; 2025Q2: 6,409 shares; 2025Q3: 5,284 shares 5,284 $339K 0.02% -1,125 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,276 shares; 2025Q3: 1,961 shares 1,961 $339K 0.02% -315 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: 7,061 shares; 2024Q2: 6,756 shares; 2024Q3: 6,528 shares; 2024Q4: 6,541 shares; 2025Q1: 6,502 shares; 2025Q2: 5,915 shares; 2025Q3: 3,574 shares 3,574 $339K 0.02% -2,341 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: 9,526 shares; 2024Q2: 9,190 shares; 2024Q3: 8,944 shares; 2024Q4: 8,596 shares; 2025Q1: 8,259 shares; 2025Q2: 7,611 shares; 2025Q3: 5,341 shares 5,341 $338K 0.02% -2,270 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: 1,396 shares; 2024Q2: 1,326 shares; 2024Q3: 1,293 shares; 2024Q4: 1,540 shares; 2025Q1: 1,337 shares; 2025Q2: 1,162 shares; 2025Q3: 791 shares 791 $337K 0.02% -371 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 62,060 shares; 2024Q2: 62,060 shares; 2024Q3: 62,060 shares; 2024Q4: 62,060 shares; 2025Q1: 62,060 shares; 2025Q2: 62,060 shares; 2025Q3: 62,060 shares 62,060 $337K 0.02% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,063 shares; 2025Q2: 3,936 shares; 2025Q3: 2,938 shares 2,938 $337K 0.02% -998 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,429 shares; 2024Q2: 6,752 shares; 2024Q3: 5,286 shares; 2024Q4: 7,859 shares; 2025Q1: 8,070 shares; 2025Q2: 8,070 shares; 2025Q3: 5,647 shares 5,647 $335K 0.02% -2,423 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares 3,821 $334K 0.02% 0 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: 2,314 shares; 2024Q2: 2,249 shares; 2024Q3: 2,113 shares; 2024Q4: 2,098 shares; 2025Q1: 2,111 shares; 2025Q2: 1,975 shares; 2025Q3: 942 shares 942 $331K 0.02% -1,033 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,977 shares; 2024Q2: 2,816 shares; 2024Q3: 2,718 shares; 2024Q4: 2,671 shares; 2025Q1: 2,530 shares; 2025Q2: 2,228 shares; 2025Q3: 1,846 shares 1,846 $329K 0.02% -382 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: not reported; 2024Q2: not reported; 2024Q3: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares 1,852 $327K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 897 shares; 2024Q2: 943 shares; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,052 shares 1,052 $327K 0.02% -224 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,503 shares; 2025Q3: 11,503 shares 11,503 $325K 0.02% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,256 shares; 2024Q2: 2,302 shares; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,316 shares; 2025Q2: 2,330 shares; 2025Q3: 2,033 shares 2,033 $325K 0.02% -297 Timeline LYEL LYELL IMMUNOPHARMA INC More: the full row for LYELL IMMUNOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,138 shares; 2025Q3: 19,958 shares 19,958 $324K 0.02% +820 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,990 shares; 2024Q2: 3,242 shares; 2024Q3: 2,725 shares; 2024Q4: 2,777 shares; 2025Q1: 2,600 shares; 2025Q2: 2,398 shares; 2025Q3: 1,681 shares 1,681 $323K 0.02% -717 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: 254 shares; 2024Q2: 247 shares; 2024Q3: 243 shares; 2024Q4: 244 shares; 2025Q1: 243 shares; 2025Q2: 234 shares; 2025Q3: 75 shares 75 $322K 0.02% -159 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: 4,003 shares; 2024Q2: 4,003 shares; 2024Q3: 4,753 shares; 2024Q4: 4,760 shares; 2025Q1: 5,075 shares; 2025Q2: 5,083 shares; 2025Q3: 4,338 shares 4,338 $318K 0.02% -745 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,457 shares 1,457 $316K 0.02% +49 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: 1,294 shares; 2024Q2: 1,201 shares; 2024Q3: 1,177 shares; 2024Q4: 1,324 shares; 2025Q1: 1,483 shares; 2025Q2: 1,008 shares; 2025Q3: 748 shares 748 $316K 0.02% -260 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: 1,386 shares; 2024Q2: 1,345 shares; 2024Q3: 1,305 shares; 2024Q4: 1,338 shares; 2025Q1: 1,244 shares; 2025Q2: 1,160 shares; 2025Q3: 923 shares 923 $315K 0.02% -237 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: 20,697 shares; 2024Q2: 20,175 shares; 2024Q3: 32,767 shares; 2024Q4: 27,036 shares; 2025Q1: 22,005 shares; 2025Q2: 13,832 shares; 2025Q3: 9,308 shares 9,308 $312K 0.02% -4,524 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: 8,140 shares; 2024Q2: 7,923 shares; 2024Q3: 7,623 shares; 2024Q4: 7,797 shares; 2025Q1: 10,212 shares; 2025Q2: 9,163 shares; 2025Q3: 6,360 shares 6,360 $310K 0.02% -2,803 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 612 shares; 2024Q3: 590 shares; 2024Q4: 593 shares; 2025Q1: 584 shares; 2025Q2: 474 shares; 2025Q3: 395 shares 395 $309K 0.02% -79 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,438 shares; 2025Q2: 6,211 shares; 2025Q3: 5,405 shares 5,405 $307K 0.02% -806 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: 5,027 shares; 2024Q2: 4,446 shares; 2024Q3: 4,293 shares; 2024Q4: 4,317 shares; 2025Q1: 4,286 shares; 2025Q2: 4,554 shares; 2025Q3: 2,093 shares 2,093 $306K 0.02% -2,461 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: 5,507 shares; 2024Q2: 5,871 shares; 2024Q3: 5,503 shares; 2024Q4: 7,001 shares; 2025Q1: 7,104 shares; 2025Q2: 6,639 shares; 2025Q3: 6,780 shares 6,780 $305K 0.02% +141 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,118 shares; 2025Q1: 2,458 shares; 2025Q2: 1,901 shares; 2025Q3: 1,280 shares 1,280 $301K 0.02% -621 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares 416 $299K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,359 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 1,746 shares 1,746 $294K 0.02% -530 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: 5,061 shares; 2024Q2: 4,854 shares; 2024Q3: 4,713 shares; 2024Q4: 4,919 shares; 2025Q1: 4,638 shares; 2025Q2: 4,314 shares; 2025Q3: 1,728 shares 1,728 $294K 0.02% -2,586 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,763 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,189 shares 22,189 $292K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,543 shares; 2024Q2: 1,561 shares; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,686 shares; 2025Q2: 1,488 shares; 2025Q3: 1,211 shares 1,211 $292K 0.02% -277 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 4,497 shares 4,497 $291K 0.02% -408 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,915 shares; 2025Q3: 1,917 shares 1,917 $289K 0.02% +2 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: 11,318 shares; 2024Q2: 10,668 shares; 2024Q3: 9,750 shares; 2024Q4: 9,447 shares; 2025Q1: 9,426 shares; 2025Q2: 7,859 shares; 2025Q3: 4,620 shares 4,620 $289K 0.02% -3,239 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,120 shares; 2024Q2: 11,157 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,014 shares; 2025Q2: 11,136 shares; 2025Q3: 9,723 shares 9,723 $288K 0.02% -1,413 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,766 shares 1,766 $286K 0.02% +331 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: not reported; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $285K 0.02% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,347 shares; 2025Q2: 3,345 shares; 2025Q3: 3,365 shares 3,365 $285K 0.02% +20 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: 2,505 shares; 2024Q2: 2,505 shares; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares 2,505 $285K 0.02% 0 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: 1,122 shares; 2024Q2: 1,077 shares; 2024Q3: 1,067 shares; 2024Q4: 1,094 shares; 2025Q1: 1,545 shares; 2025Q2: 953 shares; 2025Q3: 623 shares 623 $285K 0.02% -330 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: 800 shares; 2024Q2: not reported; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 2,984 shares; 2025Q2: 884 shares; 2025Q3: 884 shares 884 $283K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,374 shares; 2024Q2: 1,314 shares; 2024Q3: 1,276 shares; 2024Q4: 1,159 shares; 2025Q1: 1,185 shares; 2025Q2: 1,347 shares; 2025Q3: 808 shares 808 $282K 0.02% -539 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: 1,127 shares; 2024Q2: 1,080 shares; 2024Q3: 1,058 shares; 2024Q4: 1,099 shares; 2025Q1: 1,041 shares; 2025Q2: 867 shares; 2025Q3: 372 shares 372 $282K 0.02% -495 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: 7,833 shares; 2024Q2: 7,266 shares; 2024Q3: 7,082 shares; 2024Q4: 6,710 shares; 2025Q1: 6,551 shares; 2025Q2: 5,899 shares; 2025Q3: 3,437 shares 3,437 $282K 0.02% -2,462 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,299 shares; 2024Q2: 13,689 shares; 2024Q3: 7,969 shares; 2024Q4: not reported; 2025Q1: 7,689 shares; 2025Q2: 9,034 shares; 2025Q3: 8,171 shares 8,171 $282K 0.02% -863 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: 7,014 shares; 2024Q2: 6,731 shares; 2024Q3: 6,549 shares; 2024Q4: 6,352 shares; 2025Q1: 6,330 shares; 2025Q2: 5,913 shares; 2025Q3: 2,565 shares 2,565 $279K 0.02% -3,348 Timeline DFSI 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,314 shares; 2025Q2: 6,604 shares; 2025Q3: 6,813 shares 6,813 $279K 0.02% +209 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: 2,000 shares; 2024Q2: 1,917 shares; 2024Q3: 1,891 shares; 2024Q4: 1,897 shares; 2025Q1: 1,864 shares; 2025Q2: 1,787 shares; 2025Q3: 1,175 shares 1,175 $277K 0.02% -612 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: 5,516 shares; 2024Q2: 3,945 shares; 2024Q3: 3,770 shares; 2024Q4: 3,531 shares; 2025Q1: 8,742 shares; 2025Q2: 8,056 shares; 2025Q3: 4,094 shares 4,094 $277K 0.02% -3,962 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 2,814 shares; 2024Q3: 2,153 shares; 2024Q4: 1,948 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 1,782 shares 1,782 $277K 0.02% -456 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: 6,069 shares; 2024Q2: 5,679 shares; 2024Q3: 5,586 shares; 2024Q4: 5,846 shares; 2025Q1: 5,688 shares; 2025Q2: 6,138 shares; 2025Q3: 2,458 shares 2,458 $276K 0.02% -3,680 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: 1,056 shares; 2024Q2: 1,001 shares; 2024Q3: 943 shares; 2024Q4: 946 shares; 2025Q1: 937 shares; 2025Q2: 1,130 shares; 2025Q3: 888 shares 888 $275K 0.02% -242 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 1,046 shares; 2025Q2: 1,003 shares; 2025Q3: 560 shares 560 $275K 0.02% -443 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,860 shares; 2024Q2: 7,135 shares; 2024Q3: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,080 shares; 2025Q2: 7,398 shares; 2025Q3: 6,528 shares 6,528 $273K 0.02% -870 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,338 shares; 2024Q2: 9,226 shares; 2024Q3: 7,086 shares; 2024Q4: 7,788 shares; 2025Q1: 9,150 shares; 2025Q2: 10,595 shares; 2025Q3: 8,463 shares 8,463 $270K 0.02% -2,132 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,683 shares 2,683 $270K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 836 shares; 2024Q2: 833 shares; 2024Q3: 765 shares; 2024Q4: 712 shares; 2025Q1: 781 shares; 2025Q2: 665 shares; 2025Q3: 422 shares 422 $270K 0.02% -243 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,201 shares; 2024Q2: 2,090 shares; 2024Q3: 2,121 shares; 2024Q4: 2,127 shares; 2025Q1: 2,204 shares; 2025Q2: 1,924 shares; 2025Q3: 1,333 shares 1,333 $269K 0.02% -591 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,252 shares; 2025Q2: 12,956 shares; 2025Q3: 10,900 shares 10,900 $268K 0.02% -2,056 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,914 shares; 2025Q2: 1,906 shares; 2025Q3: 2,206 shares 2,206 $267K 0.02% +300 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: 1,685 shares; 2024Q2: 1,594 shares; 2024Q3: 1,547 shares; 2024Q4: 1,475 shares; 2025Q1: 1,537 shares; 2025Q2: 1,405 shares; 2025Q3: 1,027 shares 1,027 $267K 0.02% -378 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,104 shares; 2024Q2: 6,154 shares; 2024Q3: 5,982 shares; 2024Q4: 5,848 shares; 2025Q1: 6,348 shares; 2025Q2: 6,072 shares; 2025Q3: 4,353 shares 4,353 $266K 0.02% -1,719 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: 4,892 shares; 2024Q2: 4,940 shares; 2024Q3: 4,827 shares; 2024Q4: 4,819 shares; 2025Q1: 4,788 shares; 2025Q2: 4,428 shares; 2025Q3: 2,366 shares 2,366 $264K 0.02% -2,062 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: 4,290 shares; 2024Q2: 4,053 shares; 2024Q3: 3,918 shares; 2024Q4: 3,937 shares; 2025Q1: 4,778 shares; 2025Q2: 8,943 shares; 2025Q3: 5,347 shares 5,347 $262K 0.02% -3,596 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,556 shares; 2024Q2: 3,436 shares; 2024Q3: 3,350 shares; 2024Q4: 3,348 shares; 2025Q1: 3,316 shares; 2025Q2: 3,147 shares; 2025Q3: 1,630 shares 1,630 $257K 0.02% -1,517 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: 11,254 shares; 2024Q2: 10,527 shares; 2024Q3: 10,252 shares; 2024Q4: 10,207 shares; 2025Q1: 9,987 shares; 2025Q2: 7,791 shares; 2025Q3: 5,606 shares 5,606 $256K 0.02% -2,185 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: 1,247 shares; 2024Q2: 1,182 shares; 2024Q3: 1,147 shares; 2024Q4: 965 shares; 2025Q1: 953 shares; 2025Q2: 908 shares; 2025Q3: 604 shares 604 $255K 0.02% -304 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,451 shares; 2025Q3: 6,771 shares 6,771 $252K 0.01% +1,320 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: 4,140 shares; 2024Q2: 4,149 shares; 2024Q3: 3,945 shares; 2024Q4: 3,990 shares; 2025Q1: 3,933 shares; 2025Q2: 3,418 shares; 2025Q3: 1,948 shares 1,948 $251K 0.01% -1,470 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: 1,977 shares; 2024Q2: 1,879 shares; 2024Q3: 1,840 shares; 2024Q4: 1,735 shares; 2025Q1: 1,771 shares; 2025Q2: 1,585 shares; 2025Q3: 836 shares 836 $251K 0.01% -749 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,516 shares; 2025Q3: 6,463 shares 6,463 $250K 0.01% -2,053 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,341 shares; 2024Q2: 7,746 shares; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 3,176 shares 3,176 $247K 0.01% -865 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: 6,911 shares; 2024Q2: 6,511 shares; 2024Q3: 6,310 shares; 2024Q4: 6,234 shares; 2025Q1: 4,714 shares; 2025Q2: 4,437 shares; 2025Q3: 2,694 shares 2,694 $245K 0.01% -1,743 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: 2,349 shares; 2024Q2: 2,265 shares; 2024Q3: 2,273 shares; 2024Q4: 2,280 shares; 2025Q1: 2,249 shares; 2025Q2: 2,261 shares; 2025Q3: 1,831 shares 1,831 $244K 0.01% -430 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 2,580 shares; 2025Q3: 2,598 shares 2,598 $244K 0.01% +18 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 985 shares; 2024Q2: 919 shares; 2024Q3: 874 shares; 2024Q4: 886 shares; 2025Q1: 1,157 shares; 2025Q2: 780 shares; 2025Q3: 570 shares 570 $236K 0.01% -210 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: 6,032 shares; 2024Q2: 5,688 shares; 2024Q3: 5,551 shares; 2024Q4: 5,605 shares; 2025Q1: 5,558 shares; 2025Q2: 5,254 shares; 2025Q3: 2,858 shares 2,858 $235K 0.01% -2,396 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: 4,745 shares; 2024Q2: 4,509 shares; 2024Q3: 4,446 shares; 2024Q4: 4,376 shares; 2025Q1: 4,283 shares; 2025Q2: 3,741 shares; 2025Q3: 2,941 shares 2,941 $235K 0.01% -800 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,511 shares; 2024Q2: 5,514 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares; 2025Q3: 5,378 shares 5,378 $232K 0.01% -714 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 629 shares; 2024Q2: not reported; 2024Q3: 440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 475 shares 475 $230K 0.01% +28 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,003 shares; 2024Q2: 4,765 shares; 2024Q3: 4,601 shares; 2024Q4: 4,725 shares; 2025Q1: 4,883 shares; 2025Q2: 4,541 shares; 2025Q3: 3,232 shares 3,232 $230K 0.01% -1,309 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: 4,434 shares; 2024Q2: 4,121 shares; 2024Q3: 4,006 shares; 2024Q4: 3,981 shares; 2025Q1: 3,993 shares; 2025Q2: 3,611 shares; 2025Q3: 2,090 shares 2,090 $230K 0.01% -1,521 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,473 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares 2,847 $228K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,336 shares; 2024Q4: not reported; 2025Q1: 1,782 shares; 2025Q2: not reported; 2025Q3: 1,266 shares 1,266 $226K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43,816 shares; 2024Q2: 43,816 shares; 2024Q3: 41,874 shares; 2024Q4: 41,874 shares; 2025Q1: 49,760 shares; 2025Q2: 49,760 shares; 2025Q3: 49,760 shares 49,760 $226K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,422 shares; 2024Q2: 3,268 shares; 2024Q3: 3,198 shares; 2024Q4: 3,063 shares; 2025Q1: 3,077 shares; 2025Q2: 3,038 shares; 2025Q3: 2,177 shares 2,177 $226K 0.01% -861 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,751 shares; 2024Q2: 5,011 shares; 2024Q3: 4,179 shares; 2024Q4: 4,130 shares; 2025Q1: 4,807 shares; 2025Q2: 3,894 shares; 2025Q3: 3,013 shares 3,013 $224K 0.01% -881 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,690 shares; 2024Q2: 1,602 shares; 2024Q3: 1,539 shares; 2024Q4: 1,542 shares; 2025Q1: 1,519 shares; 2025Q2: 1,294 shares; 2025Q3: 864 shares 864 $224K 0.01% -430 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,689 shares 1,689 $223K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 1,867 shares 1,867 $221K 0.01% -56 Timeline EWL 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: not reported; 2024Q2: not reported; 2024Q3: 3,953 shares; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 3,953 shares; 2025Q3: 3,953 shares 3,953 $218K 0.01% 0 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: 1,301 shares; 2024Q2: 1,232 shares; 2024Q3: 1,191 shares; 2024Q4: 1,198 shares; 2025Q1: 1,174 shares; 2025Q2: 1,183 shares; 2025Q3: 790 shares 790 $216K 0.01% -393 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: 569 shares; 2024Q2: 547 shares; 2024Q3: 535 shares; 2024Q4: 537 shares; 2025Q1: 535 shares; 2025Q2: 566 shares; 2025Q3: 227 shares 227 $216K 0.01% -339 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: 390 shares; 2024Q2: 369 shares; 2024Q3: 358 shares; 2024Q4: 400 shares; 2025Q1: 316 shares; 2025Q2: 297 shares; 2025Q3: 163 shares 163 $215K 0.01% -134 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,490 shares; 2024Q2: not reported; 2024Q3: 3,549 shares; 2024Q4: 3,550 shares; 2025Q1: 3,569 shares; 2025Q2: 3,601 shares; 2025Q3: 2,790 shares 2,790 $214K 0.01% -811 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares 2,547 $214K 0.01% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 4,119 shares; 2025Q3: 3,679 shares 3,679 $213K 0.01% -440 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: not reported; 2025Q3: 805 shares 805 $212K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,658 shares; 2024Q2: 16,905 shares; 2024Q3: 15,926 shares; 2024Q4: 15,925 shares; 2025Q1: 16,080 shares; 2025Q2: 14,939 shares; 2025Q3: 14,939 shares 14,939 $211K 0.01% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares 2,248 $210K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,620 shares; 2024Q4: 3,254 shares; 2025Q1: 3,531 shares; 2025Q2: 3,336 shares; 2025Q3: 2,251 shares 2,251 $210K 0.01% -1,085 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,282 shares; 2024Q2: 13,812 shares; 2024Q3: 11,645 shares; 2024Q4: 10,264 shares; 2025Q1: 10,091 shares; 2025Q2: 12,484 shares; 2025Q3: 12,484 shares 12,484 $209K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,662 shares; 2024Q2: 4,551 shares; 2024Q3: 4,443 shares; 2024Q4: 4,847 shares; 2025Q1: 4,769 shares; 2025Q2: 4,593 shares; 2025Q3: 2,680 shares 2,680 $208K 0.01% -1,913 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: 24,011 shares; 2024Q2: 22,000 shares; 2024Q3: 16,918 shares; 2024Q4: 21,607 shares; 2025Q1: 14,757 shares; 2025Q2: 16,603 shares; 2025Q3: 6,614 shares 6,614 $208K 0.01% -9,989 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: 9,478 shares; 2024Q2: 8,757 shares; 2024Q3: 3,629 shares; 2024Q4: 5,116 shares; 2025Q1: 3,193 shares; 2025Q2: 3,611 shares; 2025Q3: 2,755 shares 2,755 $208K 0.01% -856 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,847 shares; 2024Q2: 2,820 shares; 2024Q3: 2,726 shares; 2024Q4: 2,506 shares; 2025Q1: 2,477 shares; 2025Q2: 2,271 shares; 2025Q3: 1,316 shares 1,316 $207K 0.01% -955 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: 3,455 shares; 2024Q2: 3,386 shares; 2024Q3: 3,244 shares; 2024Q4: 2,881 shares; 2025Q1: 2,663 shares; 2025Q2: 2,587 shares; 2025Q3: 1,517 shares 1,517 $206K 0.01% -1,070 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares 375 $205K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,804 shares; 2024Q2: 1,723 shares; 2024Q3: 1,731 shares; 2024Q4: 1,735 shares; 2025Q1: 1,732 shares; 2025Q2: 1,644 shares; 2025Q3: 1,021 shares 1,021 $205K 0.01% -623 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: 4,584 shares; 2024Q2: 4,290 shares; 2024Q3: 4,133 shares; 2024Q4: 4,199 shares; 2025Q1: 4,152 shares; 2025Q2: 3,771 shares; 2025Q3: 2,600 shares 2,600 $204K 0.01% -1,171 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: 1,199 shares; 2024Q2: 1,120 shares; 2024Q3: 1,084 shares; 2024Q4: 1,105 shares; 2025Q1: 1,117 shares; 2025Q2: 1,031 shares; 2025Q3: 665 shares 665 $203K 0.01% -366 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: 14,648 shares; 2024Q2: 14,035 shares; 2024Q3: 14,122 shares; 2024Q4: 13,898 shares; 2025Q1: 13,887 shares; 2025Q2: 13,054 shares; 2025Q3: 8,228 shares 8,228 $202K 0.01% -4,826 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,557 shares; 2024Q2: 15,884 shares; 2024Q3: 14,392 shares; 2024Q4: not reported; 2025Q1: 10,790 shares; 2025Q2: 10,802 shares; 2025Q3: 10,802 shares 10,802 $184K 0.01% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,186 shares; 2024Q2: 15,186 shares; 2024Q3: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,233 shares; 2025Q2: 15,186 shares; 2025Q3: 15,186 shares 15,186 $179K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,068 shares; 2025Q2: 12,158 shares; 2025Q3: 10,850 shares 10,850 $176K 0.01% -1,308 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 10,130 shares; 2025Q2: 10,130 shares; 2025Q3: 10,130 shares 10,130 $159K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 41,441 shares; 2024Q2: 28,437 shares; 2024Q3: 24,509 shares; 2024Q4: 24,509 shares; 2025Q1: 25,109 shares; 2025Q2: 25,109 shares; 2025Q3: 21,181 shares 21,181 $142K 0.01% -3,928 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28,601 shares; 2024Q2: 28,601 shares; 2024Q3: 28,601 shares; 2024Q4: 28,601 shares; 2025Q1: 28,601 shares; 2025Q2: 28,601 shares; 2025Q3: 28,601 shares 28,601 $140K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 10,649 shares; 2025Q3: 23,064 shares 23,064 $111K 0.01% +12,415 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,047 shares; 2024Q2: 14,857 shares; 2024Q3: 13,672 shares; 2024Q4: 13,672 shares; 2025Q1: 13,672 shares; 2025Q2: 13,672 shares; 2025Q3: 13,672 shares 13,672 $109K 0.01% 0 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $91.2K 0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,080 shares; 2024Q2: 16,080 shares; 2024Q3: 16,080 shares; 2024Q4: 16,080 shares; 2025Q1: 16,080 shares; 2025Q2: 16,080 shares; 2025Q3: 16,080 shares 16,080 $89.1K 0.01% 0 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,739 shares; 2025Q3: 11,739 shares 11,739 $85.3K 0.01% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,382 shares; 2025Q2: 10,350 shares; 2025Q3: 10,350 shares 10,350 $62.3K <0.01% 0 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,992 shares; 2024Q4: 16,992 shares; 2025Q1: 16,992 shares; 2025Q2: 16,992 shares; 2025Q3: 16,992 shares 16,992 $30.9K <0.01% 0 Timeline