IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,214 shares; 2024Q4: 752,248 shares; 2025Q1: 764,615 shares; 2025Q2: 743,974 shares; 2025Q3: 750,533 shares 750,533 $502M 6.77% +6,559 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,786,637 shares; 2025Q3: 11,081,931 shares 11,081,931 $403M 5.43% +5,295,294 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,393 shares; 2024Q4: 285,455 shares; 2025Q1: 267,984 shares; 2025Q2: 957,799 shares; 2025Q3: 1,691,186 shares 1,691,186 $316M 4.26% +733,387 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,389 shares; 2024Q4: 307,680 shares; 2025Q1: 295,762 shares; 2025Q2: 477,680 shares; 2025Q3: 644,559 shares 644,559 $309M 4.16% +166,879 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876,472 shares; 2024Q4: 887,406 shares; 2025Q1: 546,283 shares; 2025Q2: 515,688 shares; 2025Q3: 512,592 shares 512,592 $265M 3.58% -3,096 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,555 shares; 2024Q4: 336,579 shares; 2025Q1: 354,793 shares; 2025Q2: 354,724 shares; 2025Q3: 359,726 shares 359,726 $220M 2.97% +5,002 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,809,404 shares; 2024Q4: 5,151,152 shares; 2025Q1: 5,345,402 shares; 2025Q2: 5,394,865 shares; 2025Q3: 5,509,306 shares 5,509,306 $218M 2.94% +114,441 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,323 shares; 2025Q1: 8,023 shares; 2025Q2: 449,529 shares; 2025Q3: 1,044,546 shares 1,044,546 $203M 2.74% +595,017 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415,791 shares; 2024Q4: 1,897,053 shares; 2025Q1: 1,956,939 shares; 2025Q2: 1,933,956 shares; 2025Q3: 2,010,135 shares 2,010,135 $194M 2.61% +76,179 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345,840 shares; 2024Q4: 2,441,715 shares; 2025Q1: 2,505,833 shares; 2025Q2: 2,416,257 shares; 2025Q3: 2,256,259 shares 2,256,259 $193M 2.59% -159,998 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612,381 shares; 2024Q4: 1,635,007 shares; 2025Q1: 2,343,087 shares; 2025Q2: 3,302,906 shares; 2025Q3: 2,639,438 shares 2,639,438 $158M 2.13% -663,468 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,563 shares; 2024Q4: 490,566 shares; 2025Q1: 495,144 shares; 2025Q2: 564,657 shares; 2025Q3: 598,954 shares 598,954 $153M 2.05% +34,297 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,561,130 shares; 2025Q3: 4,487,825 shares 4,487,825 $142M 1.91% +1,926,695 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,858 shares; 2024Q4: 485,876 shares; 2025Q1: 479,072 shares; 2025Q2: 473,129 shares; 2025Q3: 457,951 shares 457,951 $141M 1.9% -15,178 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830,037 shares; 2025Q3: 4,252,689 shares 4,252,689 $140M 1.88% +2,422,652 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,057 shares; 2024Q4: 651,949 shares; 2025Q1: 659,190 shares; 2025Q2: 696,589 shares; 2025Q3: 719,520 shares 719,520 $134M 1.81% +22,931 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,164 shares; 2024Q4: 110,071 shares; 2025Q1: 243,979 shares; 2025Q2: 884,376 shares; 2025Q3: 1,288,891 shares 1,288,891 $129M 1.74% +404,515 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 166 shares; 2025Q3: 151 shares 151 $114M 1.53% -15 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,907 shares; 2024Q4: 369,507 shares; 2025Q1: 370,065 shares; 2025Q2: 381,561 shares; 2025Q3: 397,695 shares 397,695 $87.3M 1.18% +16,134 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,706 shares; 2024Q4: 95,576 shares; 2025Q1: 77,497 shares; 2025Q2: 726,377 shares; 2025Q3: 1,403,972 shares 1,403,972 $84.3M 1.14% +677,595 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,637 shares; 2024Q4: 71,788 shares; 2025Q1: 83,522 shares; 2025Q2: 208,643 shares; 2025Q3: 311,263 shares 311,263 $79.2M 1.07% +102,620 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,985 shares; 2024Q4: 66,264 shares; 2025Q1: 215,318 shares; 2025Q2: 213,047 shares; 2025Q3: 206,142 shares 206,142 $75.3M 1.01% -6,905 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217 shares; 2025Q2: 1,327,469 shares; 2025Q3: 2,259,928 shares 2,259,928 $72M 0.97% +932,459 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,622 shares; 2024Q4: 295,567 shares; 2025Q1: 1,070,479 shares; 2025Q2: 1,066,129 shares; 2025Q3: 1,071,574 shares 1,071,574 $69.9M 0.94% +5,445 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029,408 shares; 2024Q4: 1,587,780 shares; 2025Q1: 1,208,842 shares; 2025Q2: 970,694 shares; 2025Q3: 915,654 shares 915,654 $67.5M 0.91% -55,040 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,952 shares; 2024Q4: 574,320 shares; 2025Q1: 1,155,628 shares; 2025Q2: 1,205,763 shares; 2025Q3: 1,095,184 shares 1,095,184 $64.5M 0.87% -110,579 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,484 shares; 2024Q4: 485,287 shares; 2025Q1: 586,863 shares; 2025Q2: 562,126 shares; 2025Q3: 536,670 shares 536,670 $57.1M 0.77% -25,456 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,500 shares; 2024Q4: 65,716 shares; 2025Q1: 65,120 shares; 2025Q2: 68,854 shares; 2025Q3: 71,469 shares 71,469 $52.5M 0.71% +2,615 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,396 shares; 2024Q4: 254,425 shares; 2025Q1: 265,698 shares; 2025Q2: 248,278 shares; 2025Q3: 238,255 shares 238,255 $49.9M 0.67% -10,023 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,514 shares; 2024Q4: 102,129 shares; 2025Q1: 110,815 shares; 2025Q2: 115,028 shares; 2025Q3: 140,041 shares 140,041 $46M 0.62% +25,013 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,711 shares; 2024Q4: 86,664 shares; 2025Q1: 92,165 shares; 2025Q2: 119,040 shares; 2025Q3: 137,245 shares 137,245 $45.3M 0.61% +18,205 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,853 shares; 2024Q4: 480,585 shares; 2025Q1: 445,808 shares; 2025Q2: 485,806 shares; 2025Q3: 467,498 shares 467,498 $40.8M 0.55% -18,308 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,823 shares; 2024Q4: 138,658 shares; 2025Q1: 135,260 shares; 2025Q2: 151,803 shares; 2025Q3: 167,405 shares 167,405 $40.7M 0.55% +15,602 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,776 shares; 2024Q4: 119,435 shares; 2025Q1: 123,719 shares; 2025Q2: 137,679 shares; 2025Q3: 156,332 shares 156,332 $38.1M 0.51% +18,653 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,138 shares; 2025Q2: 355,025 shares; 2025Q3: 758,383 shares 758,383 $37.5M 0.51% +403,358 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,128 shares; 2024Q4: 56,419 shares; 2025Q1: 60,174 shares; 2025Q2: 67,335 shares; 2025Q3: 74,437 shares 74,437 $37.4M 0.5% +7,102 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,500 shares; 2025Q1: 358,500 shares; 2025Q2: 355,230 shares; 2025Q3: 355,230 shares 355,230 $35.8M 0.48% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,404 shares; 2025Q1: 81,478 shares; 2025Q2: 164,770 shares; 2025Q3: 248,784 shares 248,784 $33.3M 0.45% +84,014 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,158 shares; 2024Q4: 966,736 shares; 2025Q1: 748,654 shares; 2025Q2: 660,151 shares; 2025Q3: 610,133 shares 610,133 $33.1M 0.45% -50,018 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,189 shares; 2024Q4: 23,252 shares; 2025Q1: 23,529 shares; 2025Q2: 33,759 shares; 2025Q3: 42,418 shares 42,418 $32.4M 0.44% +8,659 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 5,281 shares; 2025Q1: 4,292 shares; 2025Q2: 98,661 shares; 2025Q3: 223,525 shares 223,525 $31.3M 0.42% +124,864 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,411 shares; 2024Q4: 90,855 shares; 2025Q1: 91,333 shares; 2025Q2: 98,545 shares; 2025Q3: 99,225 shares 99,225 $31.3M 0.42% +680 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,982 shares; 2024Q4: 71,281 shares; 2025Q1: 71,149 shares; 2025Q2: 88,836 shares; 2025Q3: 107,244 shares 107,244 $30.2M 0.41% +18,408 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,058 shares; 2024Q4: 68,228 shares; 2025Q1: 64,127 shares; 2025Q2: 69,915 shares; 2025Q3: 66,337 shares 66,337 $29.5M 0.4% -3,578 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,573 shares; 2024Q4: 305,824 shares; 2025Q1: 304,531 shares; 2025Q2: 292,367 shares; 2025Q3: 289,768 shares 289,768 $28M 0.38% -2,599 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,093 shares; 2024Q4: 528,326 shares; 2025Q1: 499,124 shares; 2025Q2: 522,008 shares; 2025Q3: 508,182 shares 508,182 $26.6M 0.36% -13,826 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,132 shares; 2024Q4: 180,522 shares; 2025Q1: 180,850 shares; 2025Q2: 184,728 shares; 2025Q3: 187,558 shares 187,558 $25.8M 0.35% +2,830 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,049 shares; 2024Q4: 203,003 shares; 2025Q1: 149,906 shares; 2025Q2: 115,933 shares; 2025Q3: 86,044 shares 86,044 $25.3M 0.34% -29,889 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,866 shares; 2024Q4: 258,648 shares; 2025Q1: 304,875 shares; 2025Q2: 312,392 shares; 2025Q3: 310,994 shares 310,994 $24.9M 0.34% -1,398 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,343 shares; 2024Q4: 108,521 shares; 2025Q1: 108,912 shares; 2025Q2: 112,241 shares; 2025Q3: 111,726 shares 111,726 $24.1M 0.32% -515 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,763 shares; 2024Q4: 567,670 shares; 2025Q1: 560,277 shares; 2025Q2: 632,769 shares; 2025Q3: 630,090 shares 630,090 $23.8M 0.32% -2,679 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,462 shares; 2024Q4: 58,858 shares; 2025Q1: 58,528 shares; 2025Q2: 63,287 shares; 2025Q3: 66,377 shares 66,377 $22.7M 0.31% +3,090 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,642 shares; 2024Q4: 22,721 shares; 2025Q1: 23,824 shares; 2025Q2: 24,580 shares; 2025Q3: 22,511 shares 22,511 $20.8M 0.28% -2,069 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,183 shares; 2024Q4: 27,350 shares; 2025Q1: 27,887 shares; 2025Q2: 29,041 shares; 2025Q3: 30,151 shares 30,151 $20.1M 0.27% +1,110 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,071 shares; 2024Q4: 347,344 shares; 2025Q1: 344,388 shares; 2025Q2: 352,325 shares; 2025Q3: 374,279 shares 374,279 $20M 0.27% +21,954 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,428 shares; 2024Q4: 306,836 shares; 2025Q1: 298,831 shares; 2025Q2: 298,359 shares; 2025Q3: 299,486 shares 299,486 $19.7M 0.27% +1,127 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,660 shares; 2024Q4: 134,929 shares; 2025Q1: 140,102 shares; 2025Q2: 155,553 shares; 2025Q3: 169,433 shares 169,433 $19.1M 0.26% +13,880 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,849 shares; 2024Q4: 778,784 shares; 2025Q1: 777,996 shares; 2025Q2: 768,166 shares; 2025Q3: 717,701 shares 717,701 $18.9M 0.25% -50,465 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,118 shares; 2024Q4: 38,419 shares; 2025Q1: 38,796 shares; 2025Q2: 42,372 shares; 2025Q3: 43,830 shares 43,830 $17.8M 0.24% +1,458 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,184 shares; 2024Q4: 48,436 shares; 2025Q1: 79,653 shares; 2025Q2: 87,129 shares; 2025Q3: 95,662 shares 95,662 $17.7M 0.24% +8,533 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,455 shares; 2024Q4: 119,414 shares; 2025Q1: 196,450 shares; 2025Q2: 205,695 shares; 2025Q3: 204,647 shares 204,647 $17.3M 0.23% -1,048 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,457 shares; 2024Q4: 27,893 shares; 2025Q1: 27,497 shares; 2025Q2: 28,766 shares; 2025Q3: 29,913 shares 29,913 $17M 0.23% +1,147 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,451 shares; 2024Q4: 11,515 shares; 2025Q1: 11,368 shares; 2025Q2: 12,911 shares; 2025Q3: 13,835 shares 13,835 $16.6M 0.22% +924 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,071 shares; 2024Q4: 65,228 shares; 2025Q1: 66,605 shares; 2025Q2: 72,832 shares; 2025Q3: 71,510 shares 71,510 $16.6M 0.22% -1,322 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,216 shares; 2024Q4: 224,344 shares; 2025Q1: 231,400 shares; 2025Q2: 225,773 shares; 2025Q3: 231,080 shares 231,080 $16.5M 0.22% +5,307 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,777 shares; 2024Q4: 88,669 shares; 2025Q1: 86,648 shares; 2025Q2: 98,972 shares; 2025Q3: 102,717 shares 102,717 $15.8M 0.21% +3,745 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,018 shares; 2024Q4: 139,524 shares; 2025Q1: 134,473 shares; 2025Q2: 147,843 shares; 2025Q3: 151,961 shares 151,961 $15.7M 0.21% +4,118 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 11,943 shares; 2025Q1: 11,686 shares; 2025Q2: 259,226 shares; 2025Q3: 267,898 shares 267,898 $15.3M 0.21% +8,672 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,724 shares; 2024Q4: 40,757 shares; 2025Q1: 40,807 shares; 2025Q2: 47,481 shares; 2025Q3: 53,701 shares 53,701 $15.2M 0.2% +6,220 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,538 shares; 2024Q4: 184,848 shares; 2025Q1: 182,214 shares; 2025Q2: 200,976 shares; 2025Q3: 218,506 shares 218,506 $15M 0.2% +17,530 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 25,977 shares; 2025Q1: 25,387 shares; 2025Q2: 27,600 shares; 2025Q3: 30,322 shares 30,322 $14.5M 0.19% +2,722 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,368 shares; 2025Q2: 116,588 shares; 2025Q3: 116,892 shares 116,892 $14M 0.19% +304 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,499 shares; 2024Q4: 600,714 shares; 2025Q1: 577,799 shares; 2025Q2: 586,222 shares; 2025Q3: 599,347 shares 599,347 $13.9M 0.19% +13,125 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: restricted; 2024Q2: restricted; 2024Q3: 101,969 shares; 2024Q4: 110,313 shares; 2025Q1: 105,924 shares; 2025Q2: 107,527 shares; 2025Q3: 164,480 shares 164,480 $13.6M 0.18% +56,953 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,604 shares; 2024Q4: 440,400 shares; 2025Q1: 424,516 shares; 2025Q2: 420,455 shares; 2025Q3: 442,323 shares 442,323 $13M 0.18% +21,868 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,015 shares; 2024Q4: 29,143 shares; 2025Q1: 61,938 shares; 2025Q2: 68,755 shares; 2025Q3: 75,321 shares 75,321 $12.6M 0.17% +6,566 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,283 shares; 2024Q4: 72,346 shares; 2025Q1: 72,569 shares; 2025Q2: 83,571 shares; 2025Q3: 93,196 shares 93,196 $12.5M 0.17% +9,625 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,311 shares; 2024Q4: 95,087 shares; 2025Q1: 90,819 shares; 2025Q2: 88,153 shares; 2025Q3: 86,931 shares 86,931 $12.4M 0.17% -1,222 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,423 shares; 2024Q4: 377,728 shares; 2025Q1: 386,311 shares; 2025Q2: 413,030 shares; 2025Q3: 430,616 shares 430,616 $12.2M 0.16% +17,586 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,754 shares; 2024Q4: 64,248 shares; 2025Q1: 64,729 shares; 2025Q2: 68,658 shares; 2025Q3: 77,689 shares 77,689 $12.1M 0.16% +9,031 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,110 shares; 2024Q4: 27,890 shares; 2025Q1: 28,630 shares; 2025Q2: 69,940 shares; 2025Q3: 118,338 shares 118,338 $11.8M 0.16% +48,398 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,180 shares; 2024Q4: 23,583 shares; 2025Q1: 22,923 shares; 2025Q2: 23,750 shares; 2025Q3: 25,013 shares 25,013 $11.7M 0.16% +1,263 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,551 shares; 2024Q4: 23,792 shares; 2025Q1: 21,339 shares; 2025Q2: 19,870 shares; 2025Q3: 19,484 shares 19,484 $11.7M 0.16% -386 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,101 shares; 2024Q4: 63,416 shares; 2025Q1: 62,492 shares; 2025Q2: 68,546 shares; 2025Q3: 72,564 shares 72,564 $11.5M 0.16% +4,018 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,189 shares; 2024Q4: 64,147 shares; 2025Q1: 64,724 shares; 2025Q2: 69,103 shares; 2025Q3: 73,958 shares 73,958 $10.7M 0.14% +4,855 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,565 shares; 2024Q4: 358,846 shares; 2025Q1: 350,241 shares; 2025Q2: 334,271 shares; 2025Q3: 330,948 shares 330,948 $10.6M 0.14% -3,323 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,508 shares; 2024Q4: 92,666 shares; 2025Q1: 91,867 shares; 2025Q2: 85,127 shares; 2025Q3: 85,908 shares 85,908 $10.4M 0.14% +781 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,399 shares; 2024Q4: 111,005 shares; 2025Q1: 103,350 shares; 2025Q2: 109,426 shares; 2025Q3: 123,366 shares 123,366 $10.4M 0.14% +13,940 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,010 shares; 2024Q4: 22,794 shares; 2025Q1: 23,173 shares; 2025Q2: 44,314 shares; 2025Q3: 43,512 shares 43,512 $10.3M 0.14% -802 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,707 shares; 2024Q4: 33,763 shares; 2025Q1: 240,044 shares; 2025Q2: 440,971 shares; 2025Q3: 111,260 shares 111,260 $10.2M 0.14% -329,711 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,712 shares; 2024Q4: 318,941 shares; 2025Q1: 305,225 shares; 2025Q2: 302,495 shares; 2025Q3: 302,544 shares 302,544 $10.2M 0.14% +49 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,892 shares; 2024Q4: 35,176 shares; 2025Q1: 34,335 shares; 2025Q2: 34,346 shares; 2025Q3: 33,571 shares 33,571 $10.2M 0.14% -775 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,365 shares; 2024Q4: 132,617 shares; 2025Q1: 137,726 shares; 2025Q2: 150,300 shares; 2025Q3: 151,721 shares 151,721 $10.1M 0.14% +1,421 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,318 shares; 2024Q4: 102,870 shares; 2025Q1: 102,226 shares; 2025Q2: 101,140 shares; 2025Q3: 105,807 shares 105,807 $9.88M 0.13% +4,667 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,295 shares; 2024Q4: 31,269 shares; 2025Q1: 30,588 shares; 2025Q2: 30,743 shares; 2025Q3: 31,347 shares 31,347 $9.53M 0.13% +604 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,279 shares; 2024Q4: 66,686 shares; 2025Q1: 60,229 shares; 2025Q2: 88,872 shares; 2025Q3: 133,337 shares 133,337 $9.31M 0.13% +44,465 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,450 shares; 2025Q1: 7,440 shares; 2025Q2: 7,651 shares; 2025Q3: 7,883 shares 7,883 $9.19M 0.12% +232 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,733 shares; 2025Q1: 7,741 shares; 2025Q2: 7,972 shares; 2025Q3: 8,495 shares 8,495 $9.16M 0.12% +523 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,750 shares; 2024Q4: 193,119 shares; 2025Q1: 189,752 shares; 2025Q2: 201,381 shares; 2025Q3: 206,801 shares 206,801 $9.09M 0.12% +5,420 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,335 shares; 2025Q3: 199,206 shares 199,206 $8.79M 0.12% +91,871 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,269 shares; 2024Q4: 106,198 shares; 2025Q1: 108,952 shares; 2025Q2: 109,750 shares; 2025Q3: 113,149 shares 113,149 $8.54M 0.12% +3,399 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 16,873 shares; 2025Q1: 17,407 shares; 2025Q2: 17,904 shares; 2025Q3: 17,979 shares 17,979 $8.54M 0.12% +75 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,105 shares; 2025Q3: 238,180 shares 238,180 $8.5M 0.11% +107,075 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,515 shares; 2024Q4: 179,254 shares; 2025Q1: 179,254 shares; 2025Q2: 175,084 shares; 2025Q3: 172,859 shares 172,859 $8.25M 0.11% -2,225 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,997 shares; 2024Q4: 15,295 shares; 2025Q1: 14,747 shares; 2025Q2: 22,066 shares; 2025Q3: 28,828 shares 28,828 $8.06M 0.11% +6,762 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,722 shares; 2024Q4: 27,382 shares; 2025Q1: 27,447 shares; 2025Q2: 20,428 shares; 2025Q3: 22,645 shares 22,645 $7.82M 0.11% +2,217 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,580 shares; 2024Q4: 22,109 shares; 2025Q1: 22,491 shares; 2025Q2: 24,887 shares; 2025Q3: 25,735 shares 25,735 $7.74M 0.1% +848 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,580 shares; 2024Q4: 30,975 shares; 2025Q1: 31,641 shares; 2025Q2: 31,267 shares; 2025Q3: 31,168 shares 31,168 $7.66M 0.1% -99 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,539 shares; 2024Q4: 140,475 shares; 2025Q1: 107,444 shares; 2025Q2: 102,865 shares; 2025Q3: 87,085 shares 87,085 $7.59M 0.1% -15,780 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,030 shares; 2024Q4: 35,356 shares; 2025Q1: 37,931 shares; 2025Q2: 45,798 shares; 2025Q3: 46,236 shares 46,236 $7.5M 0.1% +438 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 15,906 shares; 2025Q1: 33,894 shares; 2025Q2: 32,454 shares; 2025Q3: 32,993 shares 32,993 $7.29M 0.1% +539 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,598 shares; 2024Q4: 73,999 shares; 2025Q1: 74,270 shares; 2025Q2: 75,509 shares; 2025Q3: 76,878 shares 76,878 $7.29M 0.1% +1,369 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,662 shares; 2024Q4: 34,585 shares; 2025Q1: 33,865 shares; 2025Q2: 33,522 shares; 2025Q3: 34,125 shares 34,125 $7.18M 0.1% +603 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,670 shares; 2024Q4: 103,670 shares; 2025Q1: 103,970 shares; 2025Q2: 103,970 shares; 2025Q3: 110,065 shares 110,065 $7.16M 0.1% +6,095 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,187 shares; 2024Q4: 35,321 shares; 2025Q1: 36,609 shares; 2025Q2: 38,232 shares; 2025Q3: 39,130 shares 39,130 $7.14M 0.1% +898 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 14,939 shares; 2025Q1: 13,783 shares; 2025Q2: 17,785 shares; 2025Q3: 21,474 shares 21,474 $7.13M 0.1% +3,689 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,936 shares; 2024Q4: 64,586 shares; 2025Q1: 62,728 shares; 2025Q2: 61,689 shares; 2025Q3: 63,004 shares 63,004 $7.04M 0.09% +1,315 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 6,118 shares; 2025Q1: 6,150 shares; 2025Q2: 7,758 shares; 2025Q3: 8,705 shares 8,705 $6.93M 0.09% +947 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,164 shares; 2024Q4: 53,328 shares; 2025Q1: 54,587 shares; 2025Q2: 54,300 shares; 2025Q3: 55,956 shares 55,956 $6.92M 0.09% +1,656 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,898 shares; 2024Q4: 23,830 shares; 2025Q1: 23,461 shares; 2025Q2: 23,022 shares; 2025Q3: 28,278 shares 28,278 $6.9M 0.09% +5,256 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,581 shares; 2024Q4: 29,958 shares; 2025Q1: 26,747 shares; 2025Q2: 29,115 shares; 2025Q3: 28,383 shares 28,383 $6.87M 0.09% -732 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,286 shares; 2024Q4: 110,904 shares; 2025Q1: 113,620 shares; 2025Q2: 128,889 shares; 2025Q3: 131,573 shares 131,573 $6.79M 0.09% +2,684 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,120 shares; 2024Q4: 35,700 shares; 2025Q1: 36,942 shares; 2025Q2: 36,020 shares; 2025Q3: 36,001 shares 36,001 $6.61M 0.09% -19 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,715 shares; 2024Q4: 35,536 shares; 2025Q1: 33,975 shares; 2025Q2: 37,570 shares; 2025Q3: 40,261 shares 40,261 $6.51M 0.09% +2,691 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,219 shares; 2024Q4: 42,255 shares; 2025Q1: 39,332 shares; 2025Q2: 38,111 shares; 2025Q3: 38,857 shares 38,857 $6.39M 0.09% +746 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,293 shares; 2024Q4: 26,115 shares; 2025Q1: 25,661 shares; 2025Q2: 26,592 shares; 2025Q3: 25,801 shares 25,801 $6.36M 0.09% -791 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,947 shares; 2024Q4: 69,857 shares; 2025Q1: 66,803 shares; 2025Q2: 66,235 shares; 2025Q3: 68,946 shares 68,946 $6.3M 0.08% +2,711 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 5,866 shares; 2025Q1: 12,365 shares; 2025Q2: 13,117 shares; 2025Q3: 13,588 shares 13,588 $6.21M 0.08% +471 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,441 shares; 2024Q4: 47,415 shares; 2025Q1: 26,361 shares; 2025Q2: 31,891 shares; 2025Q3: 37,318 shares 37,318 $6.21M 0.08% +5,427 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,322 shares; 2024Q4: 13,630 shares; 2025Q1: 50,387 shares; 2025Q2: 52,457 shares; 2025Q3: 65,151 shares 65,151 $6.21M 0.08% +12,694 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,978 shares; 2024Q4: 716,616 shares; 2025Q1: 403,601 shares; 2025Q2: 90,507 shares; 2025Q3: 78,528 shares 78,528 $6.02M 0.08% -11,979 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 9,884 shares; 2025Q1: 11,174 shares; 2025Q2: 10,676 shares; 2025Q3: 12,307 shares 12,307 $5.97M 0.08% +1,631 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 18,131 shares; 2025Q1: 16,735 shares; 2025Q2: 18,773 shares; 2025Q3: 18,388 shares 18,388 $5.88M 0.08% -385 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,584 shares; 2024Q4: 8,053 shares; 2025Q1: 7,516 shares; 2025Q2: 8,269 shares; 2025Q3: 8,598 shares 8,598 $5.87M 0.08% +329 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,203 shares; 2025Q1: 29,479 shares; 2025Q2: 29,741 shares; 2025Q3: 30,312 shares 30,312 $5.83M 0.08% +571 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,726 shares; 2024Q4: 69,047 shares; 2025Q1: 64,876 shares; 2025Q2: 91,654 shares; 2025Q3: 119,684 shares 119,684 $5.8M 0.08% +28,030 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 19,979 shares; 2025Q1: 20,079 shares; 2025Q2: 25,009 shares; 2025Q3: 28,167 shares 28,167 $5.77M 0.08% +3,158 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,886 shares; 2024Q4: 40,235 shares; 2025Q1: 41,283 shares; 2025Q2: 42,303 shares; 2025Q3: 42,340 shares 42,340 $5.76M 0.08% +37 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,973 shares; 2024Q4: 50,072 shares; 2025Q1: 52,105 shares; 2025Q2: 63,683 shares; 2025Q3: 68,693 shares 68,693 $5.76M 0.08% +5,010 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,794 shares; 2024Q4: 89,502 shares; 2025Q1: 92,069 shares; 2025Q2: 91,564 shares; 2025Q3: 94,010 shares 94,010 $5.71M 0.08% +2,446 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 6,015 shares; 2025Q1: 5,512 shares; 2025Q2: 5,853 shares; 2025Q3: 6,165 shares 6,165 $5.67M 0.08% +312 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,904 shares; 2024Q4: 38,428 shares; 2025Q1: 36,971 shares; 2025Q2: 36,826 shares; 2025Q3: 39,630 shares 39,630 $5.64M 0.08% +2,804 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 8,788 shares; 2025Q1: 9,203 shares; 2025Q2: 10,378 shares; 2025Q3: 11,453 shares 11,453 $5.57M 0.08% +1,075 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 10,494 shares; 2025Q1: 10,664 shares; 2025Q2: 12,039 shares; 2025Q3: 14,749 shares 14,749 $5.52M 0.07% +2,710 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,569 shares; 2024Q4: 64,007 shares; 2025Q1: 65,751 shares; 2025Q2: 71,093 shares; 2025Q3: 71,424 shares 71,424 $5.31M 0.07% +331 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,561 shares; 2024Q4: 11,539 shares; 2025Q1: 10,870 shares; 2025Q2: 11,692 shares; 2025Q3: 11,467 shares 11,467 $5.13M 0.07% -225 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,204 shares; 2024Q4: 34,482 shares; 2025Q1: 33,944 shares; 2025Q2: 34,446 shares; 2025Q3: 34,483 shares 34,483 $5.05M 0.07% +37 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,524 shares; 2024Q4: 6,825 shares; 2025Q1: 7,013 shares; 2025Q2: 6,865 shares; 2025Q3: 6,922 shares 6,922 $4.97M 0.07% +57 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,451 shares; 2024Q4: 79,198 shares; 2025Q1: 61,701 shares; 2025Q2: 52,349 shares; 2025Q3: 47,805 shares 47,805 $4.92M 0.07% -4,544 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,646 shares; 2024Q4: 16,472 shares; 2025Q1: 17,888 shares; 2025Q2: 19,873 shares; 2025Q3: 17,432 shares 17,432 $4.92M 0.07% -2,441 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,879 shares; 2024Q4: 57,500 shares; 2025Q1: 56,007 shares; 2025Q2: 54,395 shares; 2025Q3: 50,068 shares 50,068 $4.8M 0.06% -4,327 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 696 shares; 2025Q1: 706 shares; 2025Q2: 812 shares; 2025Q3: 889 shares 889 $4.8M 0.06% +77 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,817 shares; 2024Q4: 40,628 shares; 2025Q1: 35,728 shares; 2025Q2: 37,761 shares; 2025Q3: 41,803 shares 41,803 $4.79M 0.06% +4,042 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,481 shares; 2024Q4: 21,626 shares; 2025Q1: 22,562 shares; 2025Q2: 19,536 shares; 2025Q3: 22,013 shares 22,013 $4.75M 0.06% +2,477 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,953 shares; 2025Q1: 4,881 shares; 2025Q2: 5,157 shares; 2025Q3: 5,155 shares 5,155 $4.75M 0.06% -2 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 15,583 shares; 2025Q1: 15,997 shares; 2025Q2: 17,728 shares; 2025Q3: 20,077 shares 20,077 $4.75M 0.06% +2,349 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,368 shares; 2024Q4: 51,428 shares; 2025Q1: 59,798 shares; 2025Q2: 43,158 shares; 2025Q3: 43,498 shares 43,498 $4.64M 0.06% +340 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,563 shares; 2024Q4: 60,624 shares; 2025Q1: 57,340 shares; 2025Q2: 28,919 shares; 2025Q3: 33,062 shares 33,062 $4.64M 0.06% +4,143 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,418 shares; 2024Q4: 16,989 shares; 2025Q1: 17,601 shares; 2025Q2: 17,084 shares; 2025Q3: 18,074 shares 18,074 $4.54M 0.06% +990 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,012 shares; 2024Q4: 26,810 shares; 2025Q1: 22,926 shares; 2025Q2: 23,025 shares; 2025Q3: 23,225 shares 23,225 $4.54M 0.06% +200 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 6,029 shares; 2025Q1: 5,758 shares; 2025Q2: 6,519 shares; 2025Q3: 7,302 shares 7,302 $4.49M 0.06% +783 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,621 shares; 2025Q1: 8,396 shares; 2025Q2: 9,759 shares; 2025Q3: 12,007 shares 12,007 $4.44M 0.06% +2,248 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,865 shares; 2024Q4: 46,578 shares; 2025Q1: 45,719 shares; 2025Q2: 43,276 shares; 2025Q3: 48,257 shares 48,257 $4.39M 0.06% +4,981 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,699 shares; 2024Q4: 13,553 shares; 2025Q1: 13,789 shares; 2025Q2: 45,622 shares; 2025Q3: 54,806 shares 54,806 $4.38M 0.06% +9,184 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,113 shares; 2024Q4: 45,696 shares; 2025Q1: 44,203 shares; 2025Q2: 46,174 shares; 2025Q3: 44,083 shares 44,083 $4.33M 0.06% -2,091 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,853 shares; 2025Q1: 13,157 shares; 2025Q2: 13,720 shares; 2025Q3: 13,892 shares 13,892 $4.3M 0.06% +172 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,654 shares; 2024Q4: 44,091 shares; 2025Q1: 44,092 shares; 2025Q2: 44,142 shares; 2025Q3: 43,728 shares 43,728 $4.28M 0.06% -414 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 29,632 shares; 2025Q1: 30,862 shares; 2025Q2: 37,673 shares; 2025Q3: 43,512 shares 43,512 $4.25M 0.06% +5,839 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,908 shares; 2024Q4: 12,147 shares; 2025Q1: 12,753 shares; 2025Q2: 14,718 shares; 2025Q3: 16,890 shares 16,890 $4.17M 0.06% +2,172 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,538 shares; 2024Q4: 62,557 shares; 2025Q1: 63,104 shares; 2025Q2: 62,327 shares; 2025Q3: 64,336 shares 64,336 $4.16M 0.06% +2,009 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 18,305 shares; 2025Q1: 18,305 shares; 2025Q2: 18,251 shares; 2025Q3: 18,141 shares 18,141 $4.12M 0.06% -110 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,882 shares; 2024Q4: 24,378 shares; 2025Q1: 25,268 shares; 2025Q2: 26,919 shares; 2025Q3: 35,726 shares 35,726 $3.97M 0.05% +8,807 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,468 shares; 2025Q1: 2,385 shares; 2025Q2: 3,098 shares; 2025Q3: 4,083 shares 4,083 $3.95M 0.05% +985 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,557 shares; 2024Q4: 29,131 shares; 2025Q1: 29,905 shares; 2025Q2: 31,341 shares; 2025Q3: 31,798 shares 31,798 $3.93M 0.05% +457 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: 11,644 shares; 2025Q1: 9,477 shares; 2025Q2: 10,517 shares; 2025Q3: 10,753 shares 10,753 $3.79M 0.05% +236 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,212 shares; 2024Q4: 227,323 shares; 2025Q1: 85,068 shares; 2025Q2: 116,296 shares; 2025Q3: 147,793 shares 147,793 $3.77M 0.05% +31,497 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,763 shares; 2024Q4: 27,502 shares; 2025Q1: 24,072 shares; 2025Q2: 23,800 shares; 2025Q3: 23,898 shares 23,898 $3.75M 0.05% +98 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,377 shares; 2024Q4: 101,343 shares; 2025Q1: 88,466 shares; 2025Q2: 77,954 shares; 2025Q3: 73,563 shares 73,563 $3.75M 0.05% -4,391 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,555 shares; 2024Q4: 72,426 shares; 2025Q1: 91,432 shares; 2025Q2: 93,603 shares; 2025Q3: 111,426 shares 111,426 $3.74M 0.05% +17,823 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 12,187 shares; 2025Q1: 12,611 shares; 2025Q2: 14,430 shares; 2025Q3: 15,536 shares 15,536 $3.72M 0.05% +1,106 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,812 shares; 2024Q4: 141,778 shares; 2025Q1: 127,954 shares; 2025Q2: 130,750 shares; 2025Q3: 137,837 shares 137,837 $3.63M 0.05% +7,087 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,397 shares; 2024Q4: 21,024 shares; 2025Q1: 26,734 shares; 2025Q2: 32,228 shares; 2025Q3: 36,551 shares 36,551 $3.58M 0.05% +4,323 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,252 shares; 2024Q4: 16,139 shares; 2025Q1: 18,113 shares; 2025Q2: 18,444 shares; 2025Q3: 20,820 shares 20,820 $3.48M 0.05% +2,376 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,867 shares; 2024Q4: 26,473 shares; 2025Q1: 28,122 shares; 2025Q2: 27,734 shares; 2025Q3: 27,991 shares 27,991 $3.43M 0.05% +257 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,947 shares; 2024Q4: 41,008 shares; 2025Q1: 37,288 shares; 2025Q2: 39,056 shares; 2025Q3: 46,899 shares 46,899 $3.42M 0.05% +7,843 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,749 shares; 2024Q4: 35,585 shares; 2025Q1: 35,920 shares; 2025Q2: 34,369 shares; 2025Q3: 35,932 shares 35,932 $3.4M 0.05% +1,563 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 5,463 shares; 2025Q1: 5,414 shares; 2025Q2: 9,437 shares; 2025Q3: 12,717 shares 12,717 $3.4M 0.05% +3,280 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,632 shares; 2025Q1: 6,748 shares; 2025Q2: 8,770 shares; 2025Q3: 10,139 shares 10,139 $3.34M 0.04% +1,369 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,457 shares; 2025Q1: 7,571 shares; 2025Q2: 15,055 shares; 2025Q3: 15,643 shares 15,643 $3.33M 0.04% +588 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,946 shares; 2025Q1: 9,895 shares; 2025Q2: 10,567 shares; 2025Q3: 11,652 shares 11,652 $3.27M 0.04% +1,085 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 12,514 shares; 2025Q1: 13,825 shares; 2025Q2: 13,417 shares; 2025Q3: 13,198 shares 13,198 $3.27M 0.04% -219 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,991 shares; 2024Q4: 18,788 shares; 2025Q1: 17,564 shares; 2025Q2: 17,030 shares; 2025Q3: 17,033 shares 17,033 $3.25M 0.04% +3 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,103 shares; 2024Q4: 55,459 shares; 2025Q1: 19,867 shares; 2025Q2: 19,028 shares; 2025Q3: 47,929 shares 47,929 $3.23M 0.04% +28,901 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,093 shares; 2025Q1: 3,815 shares; 2025Q2: 12,840 shares; 2025Q3: 22,084 shares 22,084 $3.22M 0.04% +9,244 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 20,918 shares; 2025Q1: 23,489 shares; 2025Q2: 28,883 shares; 2025Q3: 33,674 shares 33,674 $3.21M 0.04% +4,791 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,232 shares; 2024Q4: 26,488 shares; 2025Q1: 29,459 shares; 2025Q2: 31,140 shares; 2025Q3: 31,667 shares 31,667 $3.21M 0.04% +527 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 93,543 shares; 2025Q1: 102,821 shares; 2025Q2: 103,020 shares; 2025Q3: 122,825 shares 122,825 $3.2M 0.04% +19,805 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,132 shares; 2024Q4: 48,758 shares; 2025Q1: 50,782 shares; 2025Q2: 51,157 shares; 2025Q3: 47,241 shares 47,241 $3.19M 0.04% -3,916 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,636 shares; 2024Q4: 28,530 shares; 2025Q1: 25,667 shares; 2025Q2: 25,189 shares; 2025Q3: 25,042 shares 25,042 $3.18M 0.04% -147 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,498 shares; 2025Q1: 5,519 shares; 2025Q2: 7,826 shares; 2025Q3: 8,894 shares 8,894 $3.16M 0.04% +1,068 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 53,923 shares; 2025Q1: 53,201 shares; 2025Q2: 53,477 shares; 2025Q3: 54,858 shares 54,858 $3.12M 0.04% +1,381 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,534 shares; 2025Q1: 7,731 shares; 2025Q2: 9,572 shares; 2025Q3: 10,620 shares 10,620 $3.12M 0.04% +1,048 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,315 shares; 2024Q4: 26,583 shares; 2025Q1: 26,372 shares; 2025Q2: 25,040 shares; 2025Q3: 23,929 shares 23,929 $3.1M 0.04% -1,111 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,318 shares; 2024Q4: 15,394 shares; 2025Q1: 15,100 shares; 2025Q2: 16,279 shares; 2025Q3: 15,542 shares 15,542 $3.08M 0.04% -737 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 16,732 shares; 2025Q1: 16,885 shares; 2025Q2: 18,348 shares; 2025Q3: 18,101 shares 18,101 $3.05M 0.04% -247 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,311 shares; 2024Q4: 96,428 shares; 2025Q1: 105,219 shares; 2025Q2: 113,042 shares; 2025Q3: 118,698 shares 118,698 $3.05M 0.04% +5,656 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 15,146 shares; 2025Q1: 14,817 shares; 2025Q2: 15,457 shares; 2025Q3: 14,921 shares 14,921 $3.04M 0.04% -536 Timeline ROUS 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: restricted; 2024Q2: restricted; 2024Q3: 60,918 shares; 2024Q4: 55,829 shares; 2025Q1: 55,323 shares; 2025Q2: 53,042 shares; 2025Q3: 52,827 shares 52,827 $3.04M 0.04% -215 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,605 shares; 2024Q4: 42,064 shares; 2025Q1: 43,028 shares; 2025Q2: 42,943 shares; 2025Q3: 45,772 shares 45,772 $3.02M 0.04% +2,829 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 4,534 shares; 2025Q1: 4,453 shares; 2025Q2: 4,517 shares; 2025Q3: 4,651 shares 4,651 $3.02M 0.04% +134 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 8,642 shares; 2025Q1: 7,916 shares; 2025Q2: 8,410 shares; 2025Q3: 8,409 shares 8,409 $2.95M 0.04% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,768 shares; 2025Q1: 1,893 shares; 2025Q2: 2,850 shares; 2025Q3: 4,223 shares 4,223 $2.95M 0.04% +1,373 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 10,799 shares; 2025Q1: 11,340 shares; 2025Q2: 11,239 shares; 2025Q3: 11,320 shares 11,320 $2.93M 0.04% +81 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,189 shares; 2025Q1: 3,991 shares; 2025Q2: 3,546 shares; 2025Q3: 4,078 shares 4,078 $2.93M 0.04% +532 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,307 shares; 2025Q2: 17,452 shares; 2025Q3: 17,658 shares 17,658 $2.89M 0.04% +206 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,414 shares; 2025Q1: 3,459 shares; 2025Q2: 3,683 shares; 2025Q3: 3,732 shares 3,732 $2.88M 0.04% +49 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,379 shares; 2024Q4: 32,993 shares; 2025Q1: 33,659 shares; 2025Q2: 33,583 shares; 2025Q3: 33,809 shares 33,809 $2.87M 0.04% +226 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,058 shares; 2024Q4: 87,742 shares; 2025Q1: 98,556 shares; 2025Q2: 99,782 shares; 2025Q3: 111,808 shares 111,808 $2.85M 0.04% +12,026 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 6,304 shares; 2025Q1: 6,183 shares; 2025Q2: 26,251 shares; 2025Q3: 58,393 shares 58,393 $2.85M 0.04% +32,142 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,417 shares; 2024Q4: 106,138 shares; 2025Q1: 101,588 shares; 2025Q2: 96,648 shares; 2025Q3: 95,537 shares 95,537 $2.83M 0.04% -1,111 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,862 shares; 2024Q4: 48,945 shares; 2025Q1: 41,314 shares; 2025Q2: 42,210 shares; 2025Q3: 41,508 shares 41,508 $2.8M 0.04% -702 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,454 shares; 2025Q1: 5,876 shares; 2025Q2: 6,295 shares; 2025Q3: 6,599 shares 6,599 $2.78M 0.04% +304 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,781 shares; 2025Q1: 31,725 shares; 2025Q2: 31,674 shares; 2025Q3: 33,116 shares 33,116 $2.76M 0.04% +1,442 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,401 shares; 2025Q1: 17,819 shares; 2025Q2: 17,570 shares; 2025Q3: 18,898 shares 18,898 $2.75M 0.04% +1,328 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: restricted; 2024Q2: restricted; 2024Q3: 29,946 shares; 2024Q4: 30,805 shares; 2025Q1: 28,205 shares; 2025Q2: 28,067 shares; 2025Q3: 29,232 shares 29,232 $2.74M 0.04% +1,165 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,214 shares; 2024Q4: 134,457 shares; 2025Q1: 114,296 shares; 2025Q2: 61,125 shares; 2025Q3: 59,583 shares 59,583 $2.71M 0.04% -1,542 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,851 shares; 2024Q4: 31,178 shares; 2025Q1: 31,153 shares; 2025Q2: 31,153 shares; 2025Q3: 30,893 shares 30,893 $2.69M 0.04% -260 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454 shares; 2024Q4: 5,577 shares; 2025Q1: 5,420 shares; 2025Q2: 6,565 shares; 2025Q3: 7,689 shares 7,689 $2.66M 0.04% +1,124 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,141 shares; 2025Q1: 16,367 shares; 2025Q2: 15,782 shares; 2025Q3: 16,010 shares 16,010 $2.66M 0.04% +228 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,612 shares; 2024Q4: 12,571 shares; 2025Q1: 11,643 shares; 2025Q2: 10,941 shares; 2025Q3: 11,165 shares 11,165 $2.66M 0.04% +224 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,127 shares; 2024Q4: 11,576 shares; 2025Q1: 10,524 shares; 2025Q2: 13,084 shares; 2025Q3: 15,544 shares 15,544 $2.66M 0.04% +2,460 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,955 shares; 2024Q4: 65,798 shares; 2025Q1: 60,623 shares; 2025Q2: 60,924 shares; 2025Q3: 62,382 shares 62,382 $2.63M 0.04% +1,458 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 13,295 shares; 2025Q1: 14,087 shares; 2025Q2: 18,802 shares; 2025Q3: 23,877 shares 23,877 $2.6M 0.04% +5,075 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 10,656 shares; 2025Q1: 11,231 shares; 2025Q2: 11,705 shares; 2025Q3: 14,540 shares 14,540 $2.59M 0.03% +2,835 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 11,941 shares; 2025Q1: 12,360 shares; 2025Q2: 13,589 shares; 2025Q3: 12,834 shares 12,834 $2.59M 0.03% -755 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,560 shares; 2024Q4: 15,590 shares; 2025Q1: 18,070 shares; 2025Q2: 21,378 shares; 2025Q3: 19,667 shares 19,667 $2.58M 0.03% -1,711 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: restricted; 2024Q2: restricted; 2024Q3: 20,111 shares; 2024Q4: 16,746 shares; 2025Q1: 186,272 shares; 2025Q2: 188,138 shares; 2025Q3: 195,551 shares 195,551 $2.57M 0.03% +7,413 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,419 shares; 2024Q4: 17,289 shares; 2025Q1: 17,180 shares; 2025Q2: 18,661 shares; 2025Q3: 19,918 shares 19,918 $2.57M 0.03% +1,257 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 7,315 shares; 2025Q1: 7,147 shares; 2025Q2: 7,094 shares; 2025Q3: 7,530 shares 7,530 $2.57M 0.03% +436 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: 10,834 shares; 2025Q1: 10,737 shares; 2025Q2: 11,005 shares; 2025Q3: 11,370 shares 11,370 $2.53M 0.03% +365 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,636 shares; 2025Q1: 3,003 shares; 2025Q2: 3,394 shares; 2025Q3: 18,314 shares 18,314 $2.52M 0.03% +14,920 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,896 shares; 2025Q1: 5,163 shares; 2025Q2: 5,874 shares; 2025Q3: 6,406 shares 6,406 $2.51M 0.03% +532 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 20,717 shares; 2025Q1: 51,717 shares; 2025Q2: 58,545 shares; 2025Q3: 45,173 shares 45,173 $2.51M 0.03% -13,372 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 11,504 shares; 2025Q1: 11,694 shares; 2025Q2: 23,452 shares; 2025Q3: 35,261 shares 35,261 $2.5M 0.03% +11,809 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 6,457 shares; 2025Q1: 6,130 shares; 2025Q2: 5,729 shares; 2025Q3: 42,347 shares 42,347 $2.49M 0.03% +36,618 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,607 shares; 2025Q1: 7,779 shares; 2025Q2: 9,257 shares; 2025Q3: 8,804 shares 8,804 $2.48M 0.03% -453 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,726 shares; 2024Q4: 73,805 shares; 2025Q1: 81,985 shares; 2025Q2: 83,958 shares; 2025Q3: 96,079 shares 96,079 $2.46M 0.03% +12,121 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,873 shares; 2024Q4: 77,283 shares; 2025Q1: 86,483 shares; 2025Q2: 86,483 shares; 2025Q3: 96,604 shares 96,604 $2.46M 0.03% +10,121 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: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,367 shares; 2025Q1: 17,259 shares; 2025Q2: 17,262 shares; 2025Q3: 16,882 shares 16,882 $2.46M 0.03% -380 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,098 shares; 2024Q4: 12,452 shares; 2025Q1: 5,429 shares; 2025Q2: 5,143 shares; 2025Q3: 4,912 shares 4,912 $2.45M 0.03% -231 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,913 shares; 2024Q4: 62,107 shares; 2025Q1: 12,927 shares; 2025Q2: 21,840 shares; 2025Q3: 29,636 shares 29,636 $2.43M 0.03% +7,796 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: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 9,280 shares; 2025Q1: 8,652 shares; 2025Q2: 7,715 shares; 2025Q3: 31,697 shares 31,697 $2.43M 0.03% +23,982 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 4,406 shares; 2025Q1: 4,645 shares; 2025Q2: 4,600 shares; 2025Q3: 4,928 shares 4,928 $2.42M 0.03% +328 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,415 shares; 2024Q4: 102,464 shares; 2025Q1: 102,437 shares; 2025Q2: 102,137 shares; 2025Q3: 102,061 shares 102,061 $2.41M 0.03% -76 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,517 shares; 2024Q4: 58,048 shares; 2025Q1: 67,360 shares; 2025Q2: 67,114 shares; 2025Q3: 68,032 shares 68,032 $2.4M 0.03% +918 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,855 shares; 2024Q4: 22,957 shares; 2025Q1: 22,262 shares; 2025Q2: 50,933 shares; 2025Q3: 78,898 shares 78,898 $2.39M 0.03% +27,965 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 8,131 shares; 2025Q1: 8,083 shares; 2025Q2: 10,177 shares; 2025Q3: 12,085 shares 12,085 $2.37M 0.03% +1,908 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 4,440 shares; 2025Q1: 4,400 shares; 2025Q2: 14,917 shares; 2025Q3: 22,868 shares 22,868 $2.36M 0.03% +7,951 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: not reported; 2025Q1: 62,220 shares; 2025Q2: 62,153 shares; 2025Q3: 62,492 shares 62,492 $2.36M 0.03% +339 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 8,438 shares; 2025Q1: 8,978 shares; 2025Q2: 9,808 shares; 2025Q3: 11,734 shares 11,734 $2.36M 0.03% +1,926 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,388 shares; 2024Q4: 43,475 shares; 2025Q1: 36,451 shares; 2025Q2: 36,705 shares; 2025Q3: 37,019 shares 37,019 $2.35M 0.03% +314 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,731 shares; 2025Q1: 2,818 shares; 2025Q2: 3,035 shares; 2025Q3: 3,095 shares 3,095 $2.35M 0.03% +60 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,371 shares; 2025Q1: 1,389 shares; 2025Q2: 20,800 shares; 2025Q3: 21,744 shares 21,744 $2.34M 0.03% +944 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: not reported; 2025Q1: 46,203 shares; 2025Q2: 45,894 shares; 2025Q3: 45,890 shares 45,890 $2.34M 0.03% -4 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,085 shares; 2024Q4: 26,128 shares; 2025Q1: 28,824 shares; 2025Q2: 28,658 shares; 2025Q3: 28,395 shares 28,395 $2.33M 0.03% -263 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,367 shares; 2025Q3: 102,796 shares 102,796 $2.31M 0.03% +54,429 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,332 shares; 2024Q4: 6,457 shares; 2025Q1: 9,373 shares; 2025Q2: 7,658 shares; 2025Q3: 11,166 shares 11,166 $2.31M 0.03% +3,508 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 12,460 shares; 2025Q1: 11,659 shares; 2025Q2: 11,802 shares; 2025Q3: 11,904 shares 11,904 $2.3M 0.03% +102 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 10,960 shares; 2025Q1: 11,161 shares; 2025Q2: 15,929 shares; 2025Q3: 20,705 shares 20,705 $2.28M 0.03% +4,776 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 533 shares; 2025Q1: 536 shares; 2025Q2: 526 shares; 2025Q3: 531 shares 531 $2.28M 0.03% +5 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,727 shares; 2025Q1: 5,353 shares; 2025Q2: 5,263 shares; 2025Q3: 5,632 shares 5,632 $2.28M 0.03% +369 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,111 shares; 2024Q4: 22,272 shares; 2025Q1: 23,308 shares; 2025Q2: 31,744 shares; 2025Q3: 35,904 shares 35,904 $2.27M 0.03% +4,160 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 68,983 shares; 2025Q3: 136,532 shares 136,532 $2.27M 0.03% +67,549 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 7,764 shares; 2025Q1: 8,041 shares; 2025Q2: 13,106 shares; 2025Q3: 17,671 shares 17,671 $2.27M 0.03% +4,565 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,539 shares; 2025Q1: 4,475 shares; 2025Q2: 5,015 shares; 2025Q3: 6,800 shares 6,800 $2.26M 0.03% +1,785 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,893 shares; 2025Q1: 5,728 shares; 2025Q2: 6,480 shares; 2025Q3: 6,993 shares 6,993 $2.26M 0.03% +513 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,197 shares; 2025Q1: 4,285 shares; 2025Q2: 4,330 shares; 2025Q3: 4,590 shares 4,590 $2.26M 0.03% +260 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,209 shares; 2024Q4: 47,621 shares; 2025Q1: 54,885 shares; 2025Q2: 54,716 shares; 2025Q3: 55,288 shares 55,288 $2.25M 0.03% +572 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,345 shares; 2024Q4: 13,437 shares; 2025Q1: 13,437 shares; 2025Q2: 31,371 shares; 2025Q3: 46,994 shares 46,994 $2.24M 0.03% +15,623 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,695 shares; 2024Q4: 94,173 shares; 2025Q1: 106,289 shares; 2025Q2: 94,007 shares; 2025Q3: 92,306 shares 92,306 $2.24M 0.03% -1,701 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,953 shares; 2024Q4: 13,815 shares; 2025Q1: 12,900 shares; 2025Q2: 12,854 shares; 2025Q3: 11,548 shares 11,548 $2.22M 0.03% -1,306 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 17,489 shares; 2025Q1: 18,600 shares; 2025Q2: 18,688 shares; 2025Q3: 18,915 shares 18,915 $2.22M 0.03% +227 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 5,894 shares; 2025Q1: 5,906 shares; 2025Q2: 6,367 shares; 2025Q3: 6,219 shares 6,219 $2.22M 0.03% -148 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 901 shares; 2025Q1: 6,074 shares; 2025Q2: 6,291 shares; 2025Q3: 7,143 shares 7,143 $2.21M 0.03% +852 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,347 shares; 2025Q1: 4,357 shares; 2025Q2: 4,828 shares; 2025Q3: 5,334 shares 5,334 $2.21M 0.03% +506 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,915 shares; 2025Q1: 3,338 shares; 2025Q2: 3,721 shares; 2025Q3: 4,438 shares 4,438 $2.19M 0.03% +717 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 806 shares; 2025Q1: 5,016 shares; 2025Q2: 4,917 shares; 2025Q3: 5,050 shares 5,050 $2.18M 0.03% +133 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,889 shares; 2025Q1: 16,103 shares; 2025Q2: 16,221 shares; 2025Q3: 17,513 shares 17,513 $2.16M 0.03% +1,292 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,590 shares; 2025Q1: 13,840 shares; 2025Q2: 13,864 shares; 2025Q3: 13,224 shares 13,224 $2.15M 0.03% -640 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,526 shares; 2024Q4: 38,544 shares; 2025Q1: 40,178 shares; 2025Q2: 56,334 shares; 2025Q3: 55,289 shares 55,289 $2.13M 0.03% -1,045 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,654 shares; 2024Q4: 40,650 shares; 2025Q1: 34,322 shares; 2025Q2: 34,258 shares; 2025Q3: 35,448 shares 35,448 $2.12M 0.03% +1,190 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,570 shares; 2025Q1: 3,768 shares; 2025Q2: 3,680 shares; 2025Q3: 16,291 shares 16,291 $2.11M 0.03% +12,611 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 6,115 shares; 2025Q1: 6,125 shares; 2025Q2: 6,479 shares; 2025Q3: 7,021 shares 7,021 $2.11M 0.03% +542 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,953 shares; 2025Q1: 3,019 shares; 2025Q2: 3,791 shares; 2025Q3: 4,384 shares 4,384 $2.09M 0.03% +593 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,852 shares; 2025Q2: 55,648 shares; 2025Q3: 59,565 shares 59,565 $2.07M 0.03% +3,917 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,446 shares; 2025Q1: 2,446 shares; 2025Q2: 6,302 shares; 2025Q3: 11,536 shares 11,536 $2.06M 0.03% +5,234 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,175 shares; 2024Q4: 82,422 shares; 2025Q1: 82,234 shares; 2025Q2: 83,184 shares; 2025Q3: 81,712 shares 81,712 $2.06M 0.03% -1,472 KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,060 shares; 2024Q4: 38,053 shares; 2025Q1: 41,690 shares; 2025Q2: 42,171 shares; 2025Q3: 43,470 shares 43,470 $2.06M 0.03% +1,299 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 736 shares; 2025Q2: 1,769 shares; 2025Q3: 2,748 shares 2,748 $2.05M 0.03% +979 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,947 shares; 2024Q4: 187,430 shares; 2025Q1: 72,209 shares; 2025Q2: 71,147 shares; 2025Q3: 64,422 shares 64,422 $2.02M 0.03% -6,725 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 4,886 shares; 2025Q3: 8,553 shares 8,553 $2.02M 0.03% +3,667 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,188 shares; 2024Q4: 28,982 shares; 2025Q1: 31,158 shares; 2025Q2: 37,192 shares; 2025Q3: 32,273 shares 32,273 $2.02M 0.03% -4,919 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: 14,288 shares; 2025Q1: 15,554 shares; 2025Q2: 15,444 shares; 2025Q3: 14,023 shares 14,023 $1.99M 0.03% -1,421 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,897 shares; 2024Q4: 20,975 shares; 2025Q1: 20,980 shares; 2025Q2: 20,579 shares; 2025Q3: 9,505 shares 9,505 $1.98M 0.03% -11,074 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 5,111 shares; 2025Q1: 5,313 shares; 2025Q2: 6,429 shares; 2025Q3: 7,330 shares 7,330 $1.98M 0.03% +901 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,449 shares; 2025Q1: 2,420 shares; 2025Q2: 2,439 shares; 2025Q3: 2,058 shares 2,058 $1.96M 0.03% -381 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,685 shares; 2024Q4: 7,369 shares; 2025Q1: 7,358 shares; 2025Q2: 9,440 shares; 2025Q3: 11,698 shares 11,698 $1.96M 0.03% +2,258 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,599 shares; 2025Q1: 1,592 shares; 2025Q2: 2,337 shares; 2025Q3: 3,101 shares 3,101 $1.95M 0.03% +764 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,649 shares; 2024Q4: 14,374 shares; 2025Q1: 28,850 shares; 2025Q2: 28,882 shares; 2025Q3: 29,646 shares 29,646 $1.93M 0.03% +764 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 3,917 shares; 2025Q1: 4,793 shares; 2025Q2: 5,507 shares; 2025Q3: 5,974 shares 5,974 $1.93M 0.03% +467 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,695 shares; 2024Q4: 33,606 shares; 2025Q1: 71,530 shares; 2025Q2: 70,347 shares; 2025Q3: 70,361 shares 70,361 $1.92M 0.03% +14 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,589 shares; 2024Q4: 50,607 shares; 2025Q1: 17,088 shares; 2025Q2: 15,455 shares; 2025Q3: 16,772 shares 16,772 $1.92M 0.03% +1,317 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 6,390 shares; 2025Q1: 6,424 shares; 2025Q2: 6,792 shares; 2025Q3: 7,350 shares 7,350 $1.91M 0.03% +558 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 754 shares; 2025Q2: not reported; 2025Q3: 6,851 shares 6,851 $1.91M 0.03% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,164 shares; 2024Q4: 20,048 shares; 2025Q1: 19,988 shares; 2025Q2: 21,060 shares; 2025Q3: 32,100 shares 32,100 $1.9M 0.03% +11,040 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 6,328 shares; 2025Q1: 7,134 shares; 2025Q2: 8,384 shares; 2025Q3: 8,616 shares 8,616 $1.89M 0.03% +232 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,113 shares; 2024Q4: 73,432 shares; 2025Q1: 78,838 shares; 2025Q2: 73,304 shares; 2025Q3: 74,052 shares 74,052 $1.89M 0.03% +748 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,703 shares; 2024Q4: 30,797 shares; 2025Q1: 20,672 shares; 2025Q2: 21,383 shares; 2025Q3: 25,584 shares 25,584 $1.88M 0.03% +4,201 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 12,944 shares; 2025Q1: 13,748 shares; 2025Q2: 13,917 shares; 2025Q3: 18,885 shares 18,885 $1.86M 0.03% +4,968 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,229 shares; 2024Q4: 21,391 shares; 2025Q1: 21,391 shares; 2025Q2: 21,205 shares; 2025Q3: 20,855 shares 20,855 $1.86M 0.03% -350 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,467 shares; 2024Q4: 19,512 shares; 2025Q1: 19,525 shares; 2025Q2: 19,671 shares; 2025Q3: 19,852 shares 19,852 $1.85M 0.02% +181 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 3,384 shares; 2025Q1: 3,372 shares; 2025Q2: 2,771 shares; 2025Q3: 3,010 shares 3,010 $1.83M 0.02% +239 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,662 shares; 2024Q4: 56,491 shares; 2025Q1: 54,383 shares; 2025Q2: 54,111 shares; 2025Q3: 123,865 shares 123,865 $1.82M 0.02% +69,754 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 8,087 shares; 2025Q1: 8,006 shares; 2025Q2: 8,530 shares; 2025Q3: 6,913 shares 6,913 $1.8M 0.02% -1,617 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,655 shares; 2024Q4: 67,669 shares; 2025Q1: 78,793 shares; 2025Q2: 73,027 shares; 2025Q3: 73,810 shares 73,810 $1.8M 0.02% +783 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,250 shares; 2024Q4: 25,460 shares; 2025Q1: 30,158 shares; 2025Q2: 30,025 shares; 2025Q3: 28,449 shares 28,449 $1.78M 0.02% -1,576 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,050 shares; 2024Q4: 17,073 shares; 2025Q1: 15,792 shares; 2025Q2: 12,625 shares; 2025Q3: 15,012 shares 15,012 $1.78M 0.02% +2,387 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,899 shares; 2024Q4: 11,238 shares; 2025Q1: 12,684 shares; 2025Q2: 16,937 shares; 2025Q3: 20,986 shares 20,986 $1.77M 0.02% +4,049 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,471 shares; 2025Q1: 3,673 shares; 2025Q2: 3,901 shares; 2025Q3: 4,142 shares 4,142 $1.77M 0.02% +241 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,797 shares; 2024Q4: 13,229 shares; 2025Q1: 12,246 shares; 2025Q2: 10,846 shares; 2025Q3: 14,592 shares 14,592 $1.76M 0.02% +3,746 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,328 shares; 2025Q1: 1,235 shares; 2025Q2: 1,147 shares; 2025Q3: 1,170 shares 1,170 $1.75M 0.02% +23 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 3,803 shares; 2025Q1: 3,818 shares; 2025Q2: 3,648 shares; 2025Q3: 14,271 shares 14,271 $1.75M 0.02% +10,623 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 20,889 shares; 2025Q1: 20,927 shares; 2025Q2: 20,891 shares; 2025Q3: 18,337 shares 18,337 $1.74M 0.02% -2,554 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,538 shares; 2024Q4: 11,701 shares; 2025Q1: 12,645 shares; 2025Q2: 26,298 shares; 2025Q3: 35,489 shares 35,489 $1.74M 0.02% +9,191 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,801 shares; 2024Q4: 25,096 shares; 2025Q1: 24,856 shares; 2025Q2: 22,674 shares; 2025Q3: 22,096 shares 22,096 $1.73M 0.02% -578 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 922 shares; 2025Q2: 13,680 shares; 2025Q3: 21,621 shares 21,621 $1.73M 0.02% +7,941 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,805 shares; 2025Q1: 5,791 shares; 2025Q2: 6,316 shares; 2025Q3: 10,133 shares 10,133 $1.72M 0.02% +3,817 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,133 shares; 2024Q4: 36,287 shares; 2025Q1: 35,233 shares; 2025Q2: 28,608 shares; 2025Q3: 37,937 shares 37,937 $1.71M 0.02% +9,329 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,771 shares; 2024Q4: 66,883 shares; 2025Q1: 66,730 shares; 2025Q2: 61,768 shares; 2025Q3: 61,097 shares 61,097 $1.7M 0.02% -671 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,802 shares; 2024Q4: 18,446 shares; 2025Q1: 19,537 shares; 2025Q2: 30,535 shares; 2025Q3: 37,612 shares 37,612 $1.69M 0.02% +7,077 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,626 shares; 2025Q1: 6,000 shares; 2025Q2: 6,208 shares; 2025Q3: 5,868 shares 5,868 $1.69M 0.02% -340 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,847 shares; 2024Q4: 75,083 shares; 2025Q1: 75,083 shares; 2025Q2: 71,200 shares; 2025Q3: 72,014 shares 72,014 $1.69M 0.02% +814 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,446 shares; 2024Q4: 43,185 shares; 2025Q1: 46,314 shares; 2025Q2: 47,580 shares; 2025Q3: 47,256 shares 47,256 $1.68M 0.02% -324 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: 3,572 shares; 2025Q1: 3,774 shares; 2025Q2: 3,504 shares; 2025Q3: 3,663 shares 3,663 $1.68M 0.02% +159 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,232 shares; 2024Q4: 77,731 shares; 2025Q1: 77,731 shares; 2025Q2: 75,583 shares; 2025Q3: 75,583 shares 75,583 $1.67M 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,508 shares; 2025Q1: 10,224 shares; 2025Q2: 8,117 shares; 2025Q3: 22,898 shares 22,898 $1.67M 0.02% +14,781 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 8,483 shares; 2025Q1: 8,545 shares; 2025Q2: 7,287 shares; 2025Q3: 7,759 shares 7,759 $1.67M 0.02% +472 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,302 shares; 2024Q4: 19,730 shares; 2025Q1: 19,426 shares; 2025Q2: 24,842 shares; 2025Q3: 31,155 shares 31,155 $1.66M 0.02% +6,313 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 5,709 shares; 2025Q1: 5,870 shares; 2025Q2: 5,965 shares; 2025Q3: 7,978 shares 7,978 $1.64M 0.02% +2,013 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 1,888 shares; 2025Q1: 1,958 shares; 2025Q2: 1,945 shares; 2025Q3: 1,981 shares 1,981 $1.63M 0.02% +36 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 413 shares; 2025Q1: 361 shares; 2025Q2: 482 shares; 2025Q3: 699 shares 699 $1.63M 0.02% +217 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,969 shares; 2025Q2: 15,985 shares; 2025Q3: 22,678 shares 22,678 $1.63M 0.02% +6,693 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,235 shares; 2024Q4: 42,260 shares; 2025Q1: 40,605 shares; 2025Q2: 40,101 shares; 2025Q3: 34,857 shares 34,857 $1.63M 0.02% -5,244 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,481 shares; 2024Q4: 37,633 shares; 2025Q1: 32,207 shares; 2025Q2: 42,073 shares; 2025Q3: 41,076 shares 41,076 $1.61M 0.02% -997 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,679 shares; 2024Q4: 57,545 shares; 2025Q1: 62,333 shares; 2025Q2: 67,947 shares; 2025Q3: 60,076 shares 60,076 $1.61M 0.02% -7,871 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: restricted; 2024Q2: restricted; 2024Q3: 21,439 shares; 2024Q4: 25,586 shares; 2025Q1: 25,569 shares; 2025Q2: 25,640 shares; 2025Q3: 26,199 shares 26,199 $1.6M 0.02% +559 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 17,877 shares; 2025Q1: 16,910 shares; 2025Q2: 17,894 shares; 2025Q3: 19,346 shares 19,346 $1.59M 0.02% +1,452 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 1,850 shares; 2025Q1: 2,057 shares; 2025Q2: 3,603 shares; 2025Q3: 4,713 shares 4,713 $1.59M 0.02% +1,110 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,067 shares; 2025Q1: 65,037 shares; 2025Q2: 65,925 shares; 2025Q3: 59,635 shares 59,635 $1.58M 0.02% -6,290 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,088 shares; 2024Q4: 75,623 shares; 2025Q1: 75,623 shares; 2025Q2: 76,603 shares; 2025Q3: 73,782 shares 73,782 $1.57M 0.02% -2,821 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 8,572 shares; 2025Q1: 7,615 shares; 2025Q2: 12,480 shares; 2025Q3: 17,306 shares 17,306 $1.56M 0.02% +4,826 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,318 shares; 2025Q1: 6,538 shares; 2025Q2: 7,044 shares; 2025Q3: 8,297 shares 8,297 $1.56M 0.02% +1,253 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,126 shares; 2024Q4: 18,530 shares; 2025Q1: 14,763 shares; 2025Q2: 21,932 shares; 2025Q3: 22,925 shares 22,925 $1.56M 0.02% +993 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,338 shares; 2024Q4: 39,180 shares; 2025Q1: 39,202 shares; 2025Q2: 64,837 shares; 2025Q3: 79,768 shares 79,768 $1.54M 0.02% +14,931 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 6,711 shares; 2025Q1: 7,589 shares; 2025Q2: 7,477 shares; 2025Q3: 7,810 shares 7,810 $1.53M 0.02% +333 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,950 shares; 2025Q1: 5,049 shares; 2025Q2: 4,940 shares; 2025Q3: 5,482 shares 5,482 $1.53M 0.02% +542 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 6,594 shares; 2025Q1: 6,594 shares; 2025Q2: 6,425 shares; 2025Q3: 7,309 shares 7,309 $1.53M 0.02% +884 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 11,017 shares; 2025Q1: 9,750 shares; 2025Q2: 9,682 shares; 2025Q3: 10,907 shares 10,907 $1.52M 0.02% +1,225 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,406 shares; 2025Q1: 3,434 shares; 2025Q2: 3,364 shares; 2025Q3: 3,508 shares 3,508 $1.51M 0.02% +144 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 7,587 shares; 2025Q3: 14,416 shares 14,416 $1.51M 0.02% +6,829 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 6,443 shares; 2025Q1: 6,931 shares; 2025Q2: 7,517 shares; 2025Q3: 9,832 shares 9,832 $1.48M 0.02% +2,315 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 20,296 shares; 2025Q1: 20,884 shares; 2025Q2: 53,257 shares; 2025Q3: 87,964 shares 87,964 $1.47M 0.02% +34,707 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 7,379 shares; 2025Q1: 7,921 shares; 2025Q2: 8,582 shares; 2025Q3: 9,084 shares 9,084 $1.47M 0.02% +502 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 11,344 shares; 2025Q1: 8,654 shares; 2025Q2: 13,796 shares; 2025Q3: 17,286 shares 17,286 $1.45M 0.02% +3,490 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 10,706 shares; 2025Q1: 11,235 shares; 2025Q2: 14,708 shares; 2025Q3: 18,385 shares 18,385 $1.44M 0.02% +3,677 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,705 shares; 2025Q1: 3,857 shares; 2025Q2: 4,911 shares; 2025Q3: 5,562 shares 5,562 $1.44M 0.02% +651 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,713 shares; 2024Q4: 40,095 shares; 2025Q1: 8,829 shares; 2025Q2: 8,759 shares; 2025Q3: 9,438 shares 9,438 $1.43M 0.02% +679 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 12,352 shares; 2025Q1: 18,282 shares; 2025Q2: 17,634 shares; 2025Q3: 19,015 shares 19,015 $1.43M 0.02% +1,381 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,472 shares; 2024Q4: 27,559 shares; 2025Q1: 27,811 shares; 2025Q2: 30,435 shares; 2025Q3: 31,799 shares 31,799 $1.43M 0.02% +1,364 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,211 shares; 2025Q1: 5,329 shares; 2025Q2: 4,846 shares; 2025Q3: 4,496 shares 4,496 $1.43M 0.02% -350 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 17,856 shares; 2025Q1: 18,123 shares; 2025Q2: 37,290 shares; 2025Q3: 49,386 shares 49,386 $1.42M 0.02% +12,096 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 10,942 shares; 2025Q1: 9,256 shares; 2025Q2: 9,876 shares; 2025Q3: 9,120 shares 9,120 $1.42M 0.02% -756 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 29,924 shares; 2025Q3: 79,863 shares 79,863 $1.41M 0.02% +49,939 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,481 shares; 2025Q1: 4,452 shares; 2025Q2: 4,639 shares; 2025Q3: 5,120 shares 5,120 $1.4M 0.02% +481 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,204 shares; 2024Q4: 13,283 shares; 2025Q1: 14,025 shares; 2025Q2: 12,208 shares; 2025Q3: 11,102 shares 11,102 $1.4M 0.02% -1,106 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,198 shares; 2024Q4: 25,791 shares; 2025Q1: 29,345 shares; 2025Q2: 161,282 shares; 2025Q3: 307,789 shares 307,789 $1.4M 0.02% +146,507 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: restricted; 2024Q2: restricted; 2024Q3: 19,722 shares; 2024Q4: 54,096 shares; 2025Q1: 54,096 shares; 2025Q2: 54,096 shares; 2025Q3: 54,096 shares 54,096 $1.39M 0.02% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,085 shares; 2024Q4: 58,014 shares; 2025Q1: 58,014 shares; 2025Q2: 58,851 shares; 2025Q3: 54,291 shares 54,291 $1.39M 0.02% -4,560 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 5,227 shares; 2025Q1: 5,228 shares; 2025Q2: 5,008 shares; 2025Q3: 5,046 shares 5,046 $1.38M 0.02% +38 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,133 shares; 2024Q4: 17,282 shares; 2025Q1: 12,042 shares; 2025Q2: 19,201 shares; 2025Q3: 22,983 shares 22,983 $1.36M 0.02% +3,782 CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: not reported; 2025Q3: 72,370 shares 72,370 $1.36M 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,368 shares; 2025Q1: 2,050 shares; 2025Q2: 2,363 shares; 2025Q3: 2,267 shares 2,267 $1.35M 0.02% -96 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 16,058 shares; 2025Q1: 15,372 shares; 2025Q2: 19,552 shares; 2025Q3: 19,817 shares 19,817 $1.33M 0.02% +265 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 20,137 shares; 2025Q1: 20,062 shares; 2025Q2: 17,864 shares; 2025Q3: 6,919 shares 6,919 $1.33M 0.02% -10,945 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,392 shares; 2024Q4: 12,185 shares; 2025Q1: 12,310 shares; 2025Q2: 11,815 shares; 2025Q3: 11,751 shares 11,751 $1.33M 0.02% -64 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 3,840 shares; 2025Q3: 20,976 shares 20,976 $1.32M 0.02% +17,136 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: restricted; 2024Q2: restricted; 2024Q3: 63,309 shares; 2024Q4: 44,813 shares; 2025Q1: 40,113 shares; 2025Q2: 39,278 shares; 2025Q3: 36,856 shares 36,856 $1.31M 0.02% -2,422 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,198 shares; 2024Q4: 53,119 shares; 2025Q1: 53,119 shares; 2025Q2: 53,942 shares; 2025Q3: 49,500 shares 49,500 $1.3M 0.02% -4,442 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 9,874 shares; 2025Q1: 11,181 shares; 2025Q2: 13,384 shares; 2025Q3: 18,233 shares 18,233 $1.3M 0.02% +4,849 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,965 shares; 2024Q4: 25,862 shares; 2025Q1: 8,725 shares; 2025Q2: 8,899 shares; 2025Q3: 9,340 shares 9,340 $1.29M 0.02% +441 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,777 shares; 2024Q4: 24,806 shares; 2025Q1: 17,723 shares; 2025Q2: 16,912 shares; 2025Q3: 16,816 shares 16,816 $1.29M 0.02% -96 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,458 shares; 2025Q1: 1,388 shares; 2025Q2: 1,584 shares; 2025Q3: 1,631 shares 1,631 $1.28M 0.02% +47 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 2,984 shares; 2025Q1: 2,862 shares; 2025Q2: 3,779 shares; 2025Q3: 4,660 shares 4,660 $1.28M 0.02% +881 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: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,883 shares; 2025Q1: 3,738 shares; 2025Q2: 3,458 shares; 2025Q3: 3,641 shares 3,641 $1.27M 0.02% +183 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: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 12,596 shares; 2025Q1: 13,317 shares; 2025Q2: 13,522 shares; 2025Q3: 13,653 shares 13,653 $1.27M 0.02% +131 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,885 shares; 2024Q4: 20,305 shares; 2025Q1: 21,489 shares; 2025Q2: 20,379 shares; 2025Q3: 20,790 shares 20,790 $1.27M 0.02% +411 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 7,529 shares; 2025Q1: 7,475 shares; 2025Q2: 11,742 shares; 2025Q3: 15,333 shares 15,333 $1.27M 0.02% +3,591 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 20,567 shares; 2025Q1: 23,206 shares; 2025Q2: 23,175 shares; 2025Q3: 21,999 shares 21,999 $1.26M 0.02% -1,176 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,217 shares; 2024Q4: 41,278 shares; 2025Q1: 39,594 shares; 2025Q2: 45,965 shares; 2025Q3: 44,158 shares 44,158 $1.25M 0.02% -1,807 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,298 shares; 2025Q1: 5,055 shares; 2025Q2: 5,652 shares; 2025Q3: 8,850 shares 8,850 $1.23M 0.02% +3,198 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 10,457 shares; 2025Q1: 12,104 shares; 2025Q2: 15,184 shares; 2025Q3: 18,576 shares 18,576 $1.19M 0.02% +3,392 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 4,369 shares; 2025Q1: 3,779 shares; 2025Q2: 4,867 shares; 2025Q3: 6,001 shares 6,001 $1.19M 0.02% +1,134 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,405 shares; 2024Q4: 45,987 shares; 2025Q1: 44,904 shares; 2025Q2: 43,703 shares; 2025Q3: 68,517 shares 68,517 $1.19M 0.02% +24,814 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 5,119 shares; 2025Q1: 5,229 shares; 2025Q2: 5,198 shares; 2025Q3: 5,125 shares 5,125 $1.18M 0.02% -73 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,790 shares; 2025Q1: 4,799 shares; 2025Q2: 5,150 shares; 2025Q3: 5,381 shares 5,381 $1.17M 0.02% +231 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,936 shares; 2025Q1: 4,215 shares; 2025Q2: 5,624 shares; 2025Q3: 7,413 shares 7,413 $1.17M 0.02% +1,789 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,661 shares; 2025Q1: 2,320 shares; 2025Q2: 3,369 shares; 2025Q3: 4,293 shares 4,293 $1.17M 0.02% +924 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,813 shares; 2025Q1: 4,640 shares; 2025Q2: 5,111 shares; 2025Q3: 5,087 shares 5,087 $1.16M 0.02% -24 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 7,996 shares; 2025Q1: 8,633 shares; 2025Q2: 8,622 shares; 2025Q3: 8,870 shares 8,870 $1.16M 0.02% +248 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 3,503 shares; 2025Q1: 4,359 shares; 2025Q2: 12,443 shares; 2025Q3: 33,561 shares 33,561 $1.15M 0.02% +21,118 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,407 shares; 2024Q4: 15,144 shares; 2025Q1: 14,182 shares; 2025Q2: 17,517 shares; 2025Q3: 17,033 shares 17,033 $1.14M 0.02% -484 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,311 shares; 2025Q1: 1,338 shares; 2025Q2: 1,094 shares; 2025Q3: 2,027 shares 2,027 $1.14M 0.02% +933 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,612 shares; 2025Q1: 2,635 shares; 2025Q2: 2,658 shares; 2025Q3: 2,685 shares 2,685 $1.13M 0.02% +27 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,433 shares; 2025Q1: 3,544 shares; 2025Q2: 3,208 shares; 2025Q3: 3,796 shares 3,796 $1.13M 0.02% +588 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 2,918 shares; 2025Q1: 3,259 shares; 2025Q2: 5,655 shares; 2025Q3: 7,662 shares 7,662 $1.13M 0.02% +2,007 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,863 shares; 2024Q4: 24,891 shares; 2025Q1: 25,889 shares; 2025Q2: 26,179 shares; 2025Q3: 27,292 shares 27,292 $1.12M 0.02% +1,113 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 7,930 shares; 2025Q1: 6,830 shares; 2025Q2: 6,900 shares; 2025Q3: 6,568 shares 6,568 $1.12M 0.02% -332 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,837 shares; 2025Q1: 1,508 shares; 2025Q2: not reported; 2025Q3: 11,035 shares 11,035 $1.12M 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,479 shares; 2025Q1: 1,626 shares; 2025Q2: 1,585 shares; 2025Q3: 1,747 shares 1,747 $1.12M 0.02% +162 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,015 shares; 2025Q2: 7,663 shares; 2025Q3: 13,386 shares 13,386 $1.11M 0.01% +5,723 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 10,373 shares; 2025Q3: 19,755 shares 19,755 $1.11M 0.01% +9,382 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,038 shares; 2024Q4: 29,952 shares; 2025Q1: 32,926 shares; 2025Q2: 24,806 shares; 2025Q3: 25,294 shares 25,294 $1.11M 0.01% +488 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,122 shares; 2025Q1: 6,331 shares; 2025Q2: 7,376 shares; 2025Q3: 7,708 shares 7,708 $1.1M 0.01% +332 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,585 shares; 2025Q3: 24,905 shares 24,905 $1.1M 0.01% +13,320 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,454 shares; 2025Q1: 7,945 shares; 2025Q2: 7,732 shares; 2025Q3: 8,239 shares 8,239 $1.1M 0.01% +507 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,643 shares; 2024Q4: 8,449 shares; 2025Q1: 9,171 shares; 2025Q2: 9,537 shares; 2025Q3: 9,768 shares 9,768 $1.1M 0.01% +231 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,764 shares; 2024Q4: 21,355 shares; 2025Q1: 21,888 shares; 2025Q2: 20,367 shares; 2025Q3: 23,998 shares 23,998 $1.1M 0.01% +3,631 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,183 shares; 2025Q1: 3,620 shares; 2025Q2: 4,301 shares; 2025Q3: 5,077 shares 5,077 $1.09M 0.01% +776 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 7,952 shares; 2025Q1: 9,260 shares; 2025Q2: 10,121 shares; 2025Q3: 11,289 shares 11,289 $1.09M 0.01% +1,168 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,399 shares; 2025Q1: 3,426 shares; 2025Q2: 3,584 shares; 2025Q3: 3,482 shares 3,482 $1.09M 0.01% -102 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 778 shares; 2025Q1: 704 shares; 2025Q2: 1,540 shares; 2025Q3: 2,319 shares 2,319 $1.08M 0.01% +779 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,805 shares; 2025Q1: 3,225 shares; 2025Q2: 4,296 shares; 2025Q3: 7,622 shares 7,622 $1.08M 0.01% +3,326 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 5,959 shares; 2025Q1: 6,145 shares; 2025Q2: 6,024 shares; 2025Q3: 5,993 shares 5,993 $1.07M 0.01% -31 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,926 shares; 2025Q2: 74,327 shares; 2025Q3: 147,113 shares 147,113 $1.07M 0.01% +72,786 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,183 shares; 2024Q4: 15,075 shares; 2025Q1: 12,103 shares; 2025Q2: 13,014 shares; 2025Q3: 14,901 shares 14,901 $1.07M 0.01% +1,887 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,784 shares; 2025Q1: 5,599 shares; 2025Q2: 5,715 shares; 2025Q3: 5,667 shares 5,667 $1.07M 0.01% -48 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: restricted; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 10,349 shares; 2025Q1: 9,982 shares; 2025Q2: 10,471 shares; 2025Q3: 10,257 shares 10,257 $1.06M 0.01% -214 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 11,910 shares; 2025Q1: 12,858 shares; 2025Q2: 13,424 shares; 2025Q3: 12,492 shares 12,492 $1.05M 0.01% -932 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,615 shares; 2025Q1: 10,647 shares; 2025Q2: 10,891 shares; 2025Q3: 8,252 shares 8,252 $1.05M 0.01% -2,639 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,872 shares; 2025Q1: 1,936 shares; 2025Q2: 1,924 shares; 2025Q3: 1,926 shares 1,926 $1.05M 0.01% +2 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 5,555 shares; 2025Q1: 5,491 shares; 2025Q2: 5,638 shares; 2025Q3: 5,799 shares 5,799 $1.04M 0.01% +161 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 892 shares; 2025Q1: 870 shares; 2025Q2: 946 shares; 2025Q3: 1,086 shares 1,086 $1.03M 0.01% +140 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: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,779 shares; 2025Q1: 5,860 shares; 2025Q2: 6,242 shares; 2025Q3: 5,976 shares 5,976 $1.03M 0.01% -266 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,586 shares; 2025Q1: 11,182 shares; 2025Q2: 16,267 shares; 2025Q3: 22,859 shares 22,859 $1.03M 0.01% +6,592 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,779 shares; 2025Q1: 2,806 shares; 2025Q2: 2,840 shares; 2025Q3: 3,017 shares 3,017 $1.02M 0.01% +177 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 4,214 shares; 2025Q1: 4,698 shares; 2025Q2: 6,862 shares; 2025Q3: 10,135 shares 10,135 $1.02M 0.01% +3,273 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 8,859 shares; 2025Q1: 5,722 shares; 2025Q2: 4,648 shares; 2025Q3: 4,994 shares 4,994 $1.02M 0.01% +346 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,901 shares; 2024Q4: 9,000 shares; 2025Q1: 9,092 shares; 2025Q2: 8,990 shares; 2025Q3: 9,533 shares 9,533 $1.01M 0.01% +543 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 13,010 shares; 2025Q1: 12,634 shares; 2025Q2: 14,075 shares; 2025Q3: 14,967 shares 14,967 $1.01M 0.01% +892 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 4,168 shares; 2025Q1: 4,512 shares; 2025Q2: 4,872 shares; 2025Q3: 5,400 shares 5,400 $1.01M 0.01% +528 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,992 shares; 2025Q1: 4,847 shares; 2025Q2: 4,420 shares; 2025Q3: 4,275 shares 4,275 $1.01M 0.01% -145 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 6,454 shares; 2025Q1: 6,418 shares; 2025Q2: 6,963 shares; 2025Q3: 10,024 shares 10,024 $1.01M 0.01% +3,061 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,464 shares; 2025Q1: 3,984 shares; 2025Q2: 6,352 shares; 2025Q3: 8,308 shares 8,308 $997K 0.01% +1,956 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 10,021 shares; 2025Q1: 11,154 shares; 2025Q2: 14,159 shares; 2025Q3: 13,260 shares 13,260 $996K 0.01% -899 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,224 shares; 2024Q4: 25,691 shares; 2025Q1: 26,533 shares; 2025Q2: 25,665 shares; 2025Q3: 25,337 shares 25,337 $994K 0.01% -328 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: restricted; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 20,211 shares; 2025Q1: 6,097 shares; 2025Q2: 6,515 shares; 2025Q3: 6,480 shares 6,480 $987K 0.01% -35 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 12,125 shares; 2025Q3: 25,241 shares 25,241 $978K 0.01% +13,116 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,103 shares; 2025Q1: 1,306 shares; 2025Q2: 2,967 shares; 2025Q3: 4,702 shares 4,702 $973K 0.01% +1,735 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,608 shares; 2024Q4: 22,021 shares; 2025Q1: 19,353 shares; 2025Q2: 14,680 shares; 2025Q3: 14,339 shares 14,339 $968K 0.01% -341 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,077 shares; 2025Q2: 8,961 shares; 2025Q3: 14,100 shares 14,100 $967K 0.01% +5,139 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 13,534 shares; 2025Q1: 13,764 shares; 2025Q2: 14,507 shares; 2025Q3: 16,951 shares 16,951 $962K 0.01% +2,444 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: restricted; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 12,890 shares; 2025Q1: 12,517 shares; 2025Q2: 13,025 shares; 2025Q3: 12,346 shares 12,346 $960K 0.01% -679 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,179 shares; 2025Q1: 2,102 shares; 2025Q2: 2,145 shares; 2025Q3: 2,285 shares 2,285 $958K 0.01% +140 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 10,535 shares; 2025Q1: 22,196 shares; 2025Q2: 22,196 shares; 2025Q3: 22,196 shares 22,196 $957K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares 9,540 $953K 0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,701 shares; 2024Q4: 14,881 shares; 2025Q1: 15,829 shares; 2025Q2: 48,009 shares; 2025Q3: 85,855 shares 85,855 $952K 0.01% +37,846 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 686 shares; 2025Q1: 749 shares; 2025Q2: 819 shares; 2025Q3: 722 shares 722 $952K 0.01% -97 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,203 shares; 2024Q4: 25,244 shares; 2025Q1: 28,124 shares; 2025Q2: 26,006 shares; 2025Q3: 27,633 shares 27,633 $950K 0.01% +1,627 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,018 shares; 2025Q1: 2,125 shares; 2025Q2: 1,906 shares; 2025Q3: 1,892 shares 1,892 $944K 0.01% -14 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,217 shares; 2024Q4: 12,677 shares; 2025Q1: 2,934 shares; 2025Q2: 3,106 shares; 2025Q3: 3,072 shares 3,072 $938K 0.01% -34 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 7,018 shares; 2025Q1: 7,119 shares; 2025Q2: 6,982 shares; 2025Q3: 7,381 shares 7,381 $936K 0.01% +399 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 14,443 shares; 2025Q1: 16,935 shares; 2025Q2: 20,973 shares; 2025Q3: 19,772 shares 19,772 $934K 0.01% -1,201 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,489 shares; 2024Q4: 56,245 shares; 2025Q1: 61,280 shares; 2025Q2: 78,468 shares; 2025Q3: 77,933 shares 77,933 $932K 0.01% -535 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 8,272 shares; 2025Q1: 9,761 shares; 2025Q2: 8,079 shares; 2025Q3: 9,983 shares 9,983 $931K 0.01% +1,904 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,669 shares; 2025Q1: 3,257 shares; 2025Q2: 4,020 shares; 2025Q3: 3,857 shares 3,857 $929K 0.01% -163 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: 2,439 shares 2,439 $924K 0.01% +78 Timeline GDXU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares 4,500 $922K 0.01% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,121 shares; 2025Q1: 1,959 shares; 2025Q2: 3,138 shares; 2025Q3: 4,929 shares 4,929 $921K 0.01% +1,791 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 4,208 shares; 2025Q1: 6,120 shares; 2025Q2: 7,282 shares; 2025Q3: 7,062 shares 7,062 $918K 0.01% -220 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,165 shares; 2024Q4: 22,316 shares; 2025Q1: 23,173 shares; 2025Q2: 24,076 shares; 2025Q3: 27,348 shares 27,348 $913K 0.01% +3,272 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,096 shares; 2024Q4: 10,204 shares; 2025Q1: 8,542 shares; 2025Q2: 7,211 shares; 2025Q3: 11,086 shares 11,086 $913K 0.01% +3,875 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,948 shares; 2025Q1: 6,445 shares; 2025Q2: 7,855 shares; 2025Q3: 7,607 shares 7,607 $912K 0.01% -248 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,489 shares; 2024Q4: 15,133 shares; 2025Q1: 10,492 shares; 2025Q2: 13,010 shares; 2025Q3: 18,085 shares 18,085 $912K 0.01% +5,075 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: restricted; 2024Q2: restricted; 2024Q3: 13,043 shares; 2024Q4: 10,556 shares; 2025Q1: 10,366 shares; 2025Q2: 12,736 shares; 2025Q3: 12,180 shares 12,180 $907K 0.01% -556 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,473 shares; 2025Q1: 5,611 shares; 2025Q2: 6,430 shares; 2025Q3: 7,161 shares 7,161 $903K 0.01% +731 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,243 shares; 2024Q4: 19,228 shares; 2025Q1: 20,372 shares; 2025Q2: 16,510 shares; 2025Q3: 16,557 shares 16,557 $901K 0.01% +47 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,782 shares; 2025Q2: 4,124 shares; 2025Q3: 6,776 shares 6,776 $899K 0.01% +2,652 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,010 shares; 2025Q1: 3,508 shares; 2025Q2: 3,603 shares; 2025Q3: 4,051 shares 4,051 $893K 0.01% +448 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 3,884 shares; 2025Q1: 4,082 shares; 2025Q2: 3,745 shares; 2025Q3: 3,782 shares 3,782 $892K 0.01% +37 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,004 shares; 2025Q2: 8,942 shares; 2025Q3: 14,929 shares 14,929 $890K 0.01% +5,987 Timeline