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: 324,639 shares; 2024Q4: 345,944 shares; 2025Q1: 363,202 shares; 2025Q2: 394,470 shares; 2025Q3: 402,259 shares 402,259 $132M 17.44% +7,789 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,321 shares; 2024Q4: 730,789 shares; 2025Q1: 661,655 shares; 2025Q2: 651,339 shares; 2025Q3: 655,588 shares 655,588 $65.5M 8.66% +4,249 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: 953,139 shares; 2024Q4: 940,127 shares; 2025Q1: 937,209 shares; 2025Q2: 1,164,827 shares; 2025Q3: 1,035,618 shares 1,035,618 $45.8M 6.05% -129,209 Timeline JPIE 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: 756,628 shares; 2024Q4: 795,030 shares; 2025Q1: 825,134 shares; 2025Q2: 851,022 shares; 2025Q3: 901,942 shares 901,942 $41.9M 5.53% +50,920 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: 75,151 shares; 2024Q4: 74,554 shares; 2025Q1: 74,440 shares; 2025Q2: 76,846 shares; 2025Q3: 73,919 shares 73,919 $37.2M 4.91% -2,927 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,875 shares; 2024Q4: 145,177 shares; 2025Q1: 152,111 shares; 2025Q2: 151,160 shares; 2025Q3: 142,282 shares 142,282 $35.2M 4.65% -8,878 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: 536,859 shares; 2024Q4: 524,563 shares; 2025Q1: 510,952 shares; 2025Q2: 568,670 shares; 2025Q3: 564,447 shares 564,447 $33.8M 4.47% -4,223 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,009 shares; 2024Q4: 558,371 shares; 2025Q1: 543,821 shares; 2025Q2: 474,869 shares; 2025Q3: 451,788 shares 451,788 $30.8M 4.06% -23,081 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: 47,466 shares; 2024Q4: 46,458 shares; 2025Q1: 44,130 shares; 2025Q2: 37,361 shares; 2025Q3: 31,773 shares 31,773 $19.1M 2.52% -5,588 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: 52,347 shares; 2024Q4: 49,483 shares; 2025Q1: 48,639 shares; 2025Q2: 48,377 shares; 2025Q3: 48,645 shares 48,645 $16.8M 2.22% +268 Timeline SPGP 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: 249,712 shares; 2024Q4: 257,427 shares; 2025Q1: 246,818 shares; 2025Q2: 199,700 shares; 2025Q3: 142,931 shares 142,931 $16.2M 2.15% -56,769 Timeline JQUA 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: 199,744 shares; 2024Q4: 223,274 shares; 2025Q1: 235,613 shares; 2025Q2: 265,388 shares; 2025Q3: 257,028 shares 257,028 $16.2M 2.14% -8,360 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: 23,638 shares; 2024Q4: 23,419 shares; 2025Q1: 23,366 shares; 2025Q2: 24,694 shares; 2025Q3: 25,252 shares 25,252 $13.1M 1.73% +558 Timeline MTUM 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: 11,692 shares; 2025Q3: 48,620 shares 48,620 $12.5M 1.65% +36,928 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,637 shares; 2025Q3: 217,529 shares 217,529 $11.7M 1.55% +168,892 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: 143,928 shares; 2024Q4: 149,879 shares; 2025Q1: 154,252 shares; 2025Q2: 131,449 shares; 2025Q3: 130,377 shares 130,377 $11.6M 1.53% -1,072 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,450 shares; 2025Q3: 134,073 shares 134,073 $10.5M 1.39% +104,623 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: 40,615 shares; 2024Q4: 42,000 shares; 2025Q1: 40,466 shares; 2025Q2: 38,390 shares; 2025Q3: 40,205 shares 40,205 $10.2M 1.35% +1,815 Timeline GARP 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: 19,612 shares; 2024Q4: 30,871 shares; 2025Q1: 49,710 shares; 2025Q2: 122,431 shares; 2025Q3: 132,525 shares 132,525 $8.7M 1.15% +10,094 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: 39,558 shares; 2024Q4: 40,004 shares; 2025Q1: 39,048 shares; 2025Q2: 43,711 shares; 2025Q3: 45,504 shares 45,504 $8.49M 1.12% +1,793 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: 12,259 shares; 2024Q4: 12,275 shares; 2025Q1: 12,285 shares; 2025Q2: 12,262 shares; 2025Q3: 12,265 shares 12,265 $7.51M 0.99% +3 Timeline AVEM 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: 25,219 shares; 2024Q4: 24,912 shares; 2025Q1: 34,637 shares; 2025Q2: 91,659 shares; 2025Q3: 84,107 shares 84,107 $6.32M 0.83% -7,552 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: 10,079 shares; 2024Q4: 9,450 shares; 2025Q1: 14,071 shares; 2025Q2: 14,071 shares; 2025Q3: 11,652 shares 11,652 $5.82M 0.77% -2,419 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 19,261 shares; 2025Q1: 18,804 shares; 2025Q2: 20,074 shares; 2025Q3: 21,177 shares 21,177 $4.65M 0.61% +1,103 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: 24,843 shares; 2024Q4: 23,596 shares; 2025Q1: 20,071 shares; 2025Q2: 17,851 shares; 2025Q3: 16,787 shares 16,787 $3.62M 0.48% -1,064 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: 12,269 shares; 2024Q4: 12,580 shares; 2025Q1: 12,748 shares; 2025Q2: 12,724 shares; 2025Q3: 13,460 shares 13,460 $3.27M 0.43% +736 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: 114,279 shares; 2024Q4: 87,392 shares; 2025Q1: 78,912 shares; 2025Q2: 67,944 shares; 2025Q3: 59,847 shares 59,847 $3.24M 0.43% -8,097 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: 5,661 shares; 2024Q4: 4,686 shares; 2025Q1: 4,779 shares; 2025Q2: 5,903 shares; 2025Q3: 7,291 shares 7,291 $3.24M 0.43% +1,388 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: 12,417 shares; 2024Q4: 12,685 shares; 2025Q1: 12,846 shares; 2025Q2: 12,616 shares; 2025Q3: 13,283 shares 13,283 $3.24M 0.43% +667 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: 3,727 shares; 2024Q4: 3,825 shares; 2025Q1: 4,003 shares; 2025Q2: 3,879 shares; 2025Q3: 4,088 shares 4,088 $3M 0.4% +209 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: 8,257 shares; 2024Q4: 8,188 shares; 2025Q1: 7,874 shares; 2025Q2: 8,616 shares; 2025Q3: 8,833 shares 8,833 $2.91M 0.39% +217 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: 81,841 shares; 2024Q4: 81,724 shares; 2025Q1: 80,510 shares; 2025Q2: 79,274 shares; 2025Q3: 78,904 shares 78,904 $2.63M 0.35% -370 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,442 shares; 2025Q1: 71,442 shares; 2025Q2: 50,442 shares; 2025Q3: 45,038 shares 45,038 $2.59M 0.34% -5,404 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: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,788 shares; 2025Q2: 7,001 shares; 2025Q3: 7,001 shares 7,001 $2.49M 0.33% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,125 shares; 2024Q4: 42,050 shares; 2025Q1: 42,103 shares; 2025Q2: 42,148 shares; 2025Q3: 42,148 shares 42,148 $2.42M 0.32% 0 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: 9,217 shares; 2024Q4: 9,237 shares; 2025Q1: 9,233 shares; 2025Q2: 9,275 shares; 2025Q3: 8,431 shares 8,431 $2.2M 0.29% -844 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,788 shares; 2024Q4: 31,814 shares; 2025Q1: 30,823 shares; 2025Q2: 29,591 shares; 2025Q3: 23,455 shares 23,455 $2.19M 0.29% -6,136 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 10,926 shares; 2025Q1: 10,393 shares; 2025Q2: 9,316 shares; 2025Q3: 8,719 shares 8,719 $2.15M 0.28% -597 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: 5,788 shares; 2024Q4: 5,842 shares; 2025Q1: 6,031 shares; 2025Q2: 6,151 shares; 2025Q3: 6,180 shares 6,180 $2.11M 0.28% +29 Timeline SCHB 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: 16,584 shares; 2024Q4: 49,897 shares; 2025Q1: 50,025 shares; 2025Q2: 81,745 shares; 2025Q3: 81,745 shares 81,745 $2.1M 0.28% 0 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: 5,897 shares; 2024Q4: 6,000 shares; 2025Q1: 6,303 shares; 2025Q2: 6,147 shares; 2025Q3: 6,252 shares 6,252 $1.97M 0.26% +105 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: 7,099 shares; 2024Q4: 7,129 shares; 2025Q1: 6,749 shares; 2025Q2: 6,678 shares; 2025Q3: 6,675 shares 6,675 $1.88M 0.25% -3 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: 17,531 shares; 2024Q4: 17,839 shares; 2025Q1: 18,268 shares; 2025Q2: 17,306 shares; 2025Q3: 17,380 shares 17,380 $1.79M 0.24% +74 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,474 shares; 2024Q4: 39,474 shares; 2025Q1: 39,474 shares; 2025Q2: 44,017 shares; 2025Q3: 44,017 shares 44,017 $1.7M 0.22% 0 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: 7,303 shares; 2024Q4: 6,005 shares; 2025Q1: 9,267 shares; 2025Q2: 9,770 shares; 2025Q3: 9,015 shares 9,015 $1.67M 0.22% -755 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: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: 3,536 shares; 2025Q2: 11,181 shares; 2025Q3: 11,106 shares 11,106 $1.62M 0.21% -75 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: 8,537 shares; 2024Q4: 8,840 shares; 2025Q1: 8,854 shares; 2025Q2: 9,538 shares; 2025Q3: 9,519 shares 9,519 $1.54M 0.2% -19 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,186 shares; 2025Q1: 1,260 shares; 2025Q2: 1,336 shares; 2025Q3: 1,284 shares 1,284 $1.54M 0.2% -52 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,649 shares; 2025Q1: 6,079 shares; 2025Q2: 6,674 shares; 2025Q3: 8,127 shares 8,127 $1.48M 0.2% +1,453 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: 62,636 shares; 2024Q4: 61,708 shares; 2025Q1: 60,543 shares; 2025Q2: 29,170 shares; 2025Q3: 24,683 shares 24,683 $1.41M 0.19% -4,487 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,491 shares; 2025Q1: 1,539 shares; 2025Q2: 1,513 shares; 2025Q3: 1,487 shares 1,487 $1.38M 0.18% -26 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,026 shares; 2025Q1: 3,354 shares; 2025Q2: 3,325 shares; 2025Q3: 3,380 shares 3,380 $1.37M 0.18% +55 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: 1,991 shares; 2024Q4: 1,933 shares; 2025Q1: 2,010 shares; 2025Q2: 1,984 shares; 2025Q3: 1,791 shares 1,791 $1.37M 0.18% -193 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: 4,475 shares; 2024Q4: 4,522 shares; 2025Q1: 4,728 shares; 2025Q2: 4,783 shares; 2025Q3: 4,852 shares 4,852 $1.22M 0.16% +69 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 15,176 shares; 2025Q1: 15,180 shares; 2025Q2: 17,779 shares; 2025Q3: 17,785 shares 17,785 $1.2M 0.16% +6 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: 4,633 shares; 2024Q4: 4,657 shares; 2025Q1: 4,904 shares; 2025Q2: 4,722 shares; 2025Q3: 5,068 shares 5,068 $1.17M 0.16% +346 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: 12,649 shares; 2024Q4: 12,432 shares; 2025Q1: 12,606 shares; 2025Q2: 10,197 shares; 2025Q3: 10,359 shares 10,359 $1.17M 0.15% +162 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: 14,404 shares; 2024Q4: 15,274 shares; 2025Q1: 16,235 shares; 2025Q2: 16,505 shares; 2025Q3: 16,918 shares 16,918 $1.12M 0.15% +413 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,520 shares; 2024Q4: 68,520 shares; 2025Q1: 68,520 shares; 2025Q2: 68,520 shares; 2025Q3: 68,520 shares 68,520 $1.11M 0.15% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,766 shares; 2025Q1: 1,692 shares; 2025Q2: 1,554 shares; 2025Q3: 1,496 shares 1,496 $1.07M 0.14% -58 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: 1,405 shares; 2024Q4: 1,431 shares; 2025Q1: 1,598 shares; 2025Q2: 1,692 shares; 2025Q3: 1,756 shares 1,756 $999K 0.13% +64 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: 4,620 shares; 2024Q4: 4,631 shares; 2025Q1: 4,936 shares; 2025Q2: 4,800 shares; 2025Q3: 4,690 shares 4,690 $987K 0.13% -110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares 1,895 $935K 0.12% new 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: 6,147 shares; 2024Q4: 6,269 shares; 2025Q1: 6,177 shares; 2025Q2: 5,855 shares; 2025Q3: 5,676 shares 5,676 $872K 0.12% -179 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: 1,296 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares 1,298 $865K 0.11% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,912 shares; 2024Q4: 12,721 shares; 2025Q1: 15,074 shares; 2025Q2: 16,066 shares; 2025Q3: 16,249 shares 16,249 $862K 0.11% +183 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: 3,373 shares; 2024Q4: 3,654 shares; 2025Q1: 3,654 shares; 2025Q2: 4,329 shares; 2025Q3: 4,330 shares 4,330 $842K 0.11% +1 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: 2,846 shares; 2024Q4: 2,859 shares; 2025Q1: 2,934 shares; 2025Q2: 2,977 shares; 2025Q3: 2,979 shares 2,979 $841K 0.11% +2 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: 13,324 shares; 2024Q4: 11,891 shares; 2025Q1: 10,794 shares; 2025Q2: 5,371 shares; 2025Q3: 3,195 shares 3,195 $812K 0.11% -2,176 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: 4,674 shares; 2024Q4: 4,754 shares; 2025Q1: 4,579 shares; 2025Q2: 3,977 shares; 2025Q3: 3,292 shares 3,292 $812K 0.11% -685 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,503 shares; 2024Q4: 36,114 shares; 2025Q1: 36,873 shares; 2025Q2: 37,221 shares; 2025Q3: 39,193 shares 39,193 $810K 0.11% +1,972 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: 17,544 shares; 2024Q4: 17,610 shares; 2025Q1: 18,184 shares; 2025Q2: 17,504 shares; 2025Q3: 16,718 shares 16,718 $798K 0.11% -786 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: 3,102 shares; 2024Q4: 3,008 shares; 2025Q1: 2,742 shares; 2025Q2: 2,752 shares; 2025Q3: 2,802 shares 2,802 $791K 0.1% +50 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: 11,069 shares; 2024Q4: 10,854 shares; 2025Q1: 12,226 shares; 2025Q2: 12,295 shares; 2025Q3: 11,676 shares 11,676 $774K 0.1% -619 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 6,230 shares; 2025Q1: 5,290 shares; 2025Q2: 8,811 shares; 2025Q3: 15,131 shares 15,131 $764K 0.1% +6,320 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,982 shares; 2025Q1: 5,233 shares; 2025Q2: 5,467 shares; 2025Q3: 5,598 shares 5,598 $750K 0.1% +131 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: 5,318 shares; 2024Q4: 5,699 shares; 2025Q1: 6,140 shares; 2025Q2: 4,364 shares; 2025Q3: 4,618 shares 4,618 $717K 0.09% +254 Timeline JCPB 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: 5,600 shares; 2024Q4: 8,505 shares; 2025Q1: 10,408 shares; 2025Q2: 12,782 shares; 2025Q3: 15,005 shares 15,005 $713K 0.09% +2,223 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: 992 shares; 2024Q4: 984 shares; 2025Q1: 1,009 shares; 2025Q2: 1,007 shares; 2025Q3: 920 shares 920 $711K 0.09% -87 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 4,082 shares; 2025Q1: 5,332 shares; 2025Q2: 5,334 shares; 2025Q3: 6,376 shares 6,376 $708K 0.09% +1,042 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: 13,752 shares; 2024Q4: 14,074 shares; 2025Q1: 14,621 shares; 2025Q2: 14,103 shares; 2025Q3: 15,921 shares 15,921 $700K 0.09% +1,818 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: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 957 shares; 2025Q2: 936 shares; 2025Q3: 933 shares 933 $696K 0.09% -3 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: 37,232 shares; 2024Q4: 36,359 shares; 2025Q1: 36,804 shares; 2025Q2: 36,033 shares; 2025Q3: 35,873 shares 35,873 $691K 0.09% -160 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: 9,597 shares; 2024Q4: 10,019 shares; 2025Q1: 10,991 shares; 2025Q2: 9,963 shares; 2025Q3: 10,040 shares 10,040 $687K 0.09% +77 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: 13,287 shares; 2024Q4: 17,596 shares; 2025Q1: 22,048 shares; 2025Q2: 22,723 shares; 2025Q3: 24,269 shares 24,269 $685K 0.09% +1,546 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: 5,535 shares; 2024Q4: 5,569 shares; 2025Q1: 5,537 shares; 2025Q2: 5,482 shares; 2025Q3: 5,409 shares 5,409 $649K 0.09% -73 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: 933 shares; 2024Q4: 946 shares; 2025Q1: 936 shares; 2025Q2: 980 shares; 2025Q3: 979 shares 979 $636K 0.08% -1 Timeline DFUV 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: 15,631 shares; 2024Q4: 15,631 shares; 2025Q1: 15,631 shares; 2025Q2: 14,143 shares; 2025Q3: 14,143 shares 14,143 $632K 0.08% 0 Timeline SJNK 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: 25,499 shares; 2024Q4: 25,504 shares; 2025Q1: 24,388 shares; 2025Q2: 24,388 shares; 2025Q3: 24,388 shares 24,388 $624K 0.08% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,686 shares; 2025Q3: 10,460 shares 10,460 $616K 0.08% +4,774 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: 2,356 shares; 2024Q4: 2,393 shares; 2025Q1: 2,322 shares; 2025Q2: 2,085 shares; 2025Q3: 2,007 shares 2,007 $610K 0.08% -78 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,376 shares; 2024Q4: 24,521 shares; 2025Q1: 48,807 shares; 2025Q2: 46,545 shares; 2025Q3: 55,809 shares 55,809 $606K 0.08% +9,264 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,316 shares; 2024Q4: 42,947 shares; 2025Q1: 42,758 shares; 2025Q2: 43,011 shares; 2025Q3: 42,585 shares 42,585 $603K 0.08% -426 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: 6,467 shares; 2024Q4: 6,460 shares; 2025Q1: 6,511 shares; 2025Q2: 6,679 shares; 2025Q3: 6,606 shares 6,606 $601K 0.08% -73 Timeline IQDG 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: 16,492 shares; 2024Q4: 17,693 shares; 2025Q1: 17,710 shares; 2025Q2: 15,048 shares; 2025Q3: 15,048 shares 15,048 $600K 0.08% 0 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: 1,921 shares; 2024Q4: 1,925 shares; 2025Q1: 1,956 shares; 2025Q2: 1,990 shares; 2025Q3: 1,984 shares 1,984 $597K 0.08% -6 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,839 shares; 2025Q1: 6,114 shares; 2025Q2: 6,512 shares; 2025Q3: 6,747 shares 6,747 $589K 0.08% +235 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: 428 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 398 shares; 2025Q3: 393 shares 393 $588K 0.08% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,777 shares; 2025Q3: 17,777 shares 17,777 $567K 0.07% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,522 shares; 2025Q1: 2,525 shares; 2025Q2: 2,528 shares; 2025Q3: 2,529 shares 2,529 $562K 0.07% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares 2,140 $556K 0.07% 0 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: 2,054 shares; 2024Q4: 2,094 shares; 2025Q1: 2,045 shares; 2025Q2: 2,029 shares; 2025Q3: 1,880 shares 1,880 $552K 0.07% -149 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: 5,091 shares; 2024Q4: 5,501 shares; 2025Q1: 6,080 shares; 2025Q2: 5,078 shares; 2025Q3: 5,433 shares 5,433 $551K 0.07% +355 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,330 shares; 2024Q4: 22,330 shares; 2025Q1: 22,330 shares; 2025Q2: 22,330 shares; 2025Q3: 15,598 shares 15,598 $550K 0.07% -6,732 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 12,971 shares; 2025Q1: 15,400 shares; 2025Q2: 15,632 shares; 2025Q3: 15,536 shares 15,536 $550K 0.07% -96 Timeline AVUV 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: 165,338 shares; 2024Q4: 165,619 shares; 2025Q1: 155,332 shares; 2025Q2: 9,401 shares; 2025Q3: 5,469 shares 5,469 $544K 0.07% -3,932 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: 96 shares; 2024Q4: 101 shares; 2025Q1: 105 shares; 2025Q2: 103 shares; 2025Q3: 100 shares 100 $540K 0.07% -3 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: 2,644 shares; 2024Q4: 2,702 shares; 2025Q1: 2,963 shares; 2025Q2: 3,161 shares; 2025Q3: 3,170 shares 3,170 $531K 0.07% +9 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; 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: 16,633 shares; 2025Q3: 27,771 shares 27,771 $523K 0.07% +11,138 Timeline VIS 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: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares 1,743 $516K 0.07% 0 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: 3,862 shares; 2024Q4: 3,687 shares; 2025Q1: 3,795 shares; 2025Q2: 3,918 shares; 2025Q3: 3,978 shares 3,978 $510K 0.07% +60 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: 540 shares; 2024Q4: 494 shares; 2025Q1: 495 shares; 2025Q2: 467 shares; 2025Q3: 472 shares 472 $509K 0.07% +5 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: 4,490 shares; 2024Q4: 3,237 shares; 2025Q1: 2,886 shares; 2025Q2: 2,797 shares; 2025Q3: 3,622 shares 3,622 $509K 0.07% +825 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: 1,893 shares; 2024Q4: 2,251 shares; 2025Q1: 2,134 shares; 2025Q2: 1,785 shares; 2025Q3: 1,809 shares 1,809 $505K 0.07% +24 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: 299 shares; 2024Q4: 299 shares; 2025Q1: 310 shares; 2025Q2: 4,498 shares; 2025Q3: 4,556 shares 4,556 $491K 0.06% +58 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: 845 shares; 2024Q4: 949 shares; 2025Q1: 985 shares; 2025Q2: 1,012 shares; 2025Q3: 1,029 shares 1,029 $491K 0.06% +17 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,868 shares; 2025Q3: 4,978 shares 4,978 $489K 0.06% +110 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,507 shares; 2025Q1: 3,515 shares; 2025Q2: 3,420 shares; 2025Q3: 3,026 shares 3,026 $475K 0.06% -394 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 3,818 shares; 2025Q1: 3,783 shares; 2025Q2: 3,751 shares; 2025Q3: 3,579 shares 3,579 $473K 0.06% -172 Timeline FNDF 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: 10,442 shares; 2024Q4: 10,729 shares; 2025Q1: 10,729 shares; 2025Q2: 10,782 shares; 2025Q3: 10,782 shares 10,782 $463K 0.06% 0 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: 1,518 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares 1,518 $456K 0.06% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 995 shares; 2025Q2: 1,348 shares; 2025Q3: 1,316 shares 1,316 $454K 0.06% -32 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,230 shares; 2025Q1: 2,317 shares; 2025Q2: 2,459 shares; 2025Q3: 2,198 shares 2,198 $451K 0.06% -261 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: 1,495 shares; 2024Q4: 1,746 shares; 2025Q1: 2,032 shares; 2025Q2: 2,195 shares; 2025Q3: 2,239 shares 2,239 $450K 0.06% +44 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: 383 shares; 2025Q1: 385 shares; 2025Q2: 381 shares; 2025Q3: 381 shares 381 $445K 0.06% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,308 shares; 2025Q1: 4,361 shares; 2025Q2: 4,312 shares; 2025Q3: 4,385 shares 4,385 $443K 0.06% +73 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: 11,194 shares; 2024Q4: 11,186 shares; 2025Q1: 11,163 shares; 2025Q2: 10,835 shares; 2025Q3: 10,784 shares 10,784 $442K 0.06% -51 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: 1,969 shares; 2024Q4: 2,013 shares; 2025Q1: 2,088 shares; 2025Q2: 2,140 shares; 2025Q3: 1,860 shares 1,860 $441K 0.06% -280 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: 3,329 shares; 2024Q4: 3,308 shares; 2025Q1: 3,359 shares; 2025Q2: 3,341 shares; 2025Q3: 3,290 shares 3,290 $439K 0.06% -51 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: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,065 shares; 2025Q2: 1,011 shares; 2025Q3: 891 shares 891 $428K 0.06% -120 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 575 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares 632 $423K 0.06% 0 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,609 shares; 2025Q2: 6,842 shares; 2025Q3: 7,165 shares 7,165 $420K 0.06% +323 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: not reported; 2024Q4: not reported; 2025Q1: 3,978 shares; 2025Q2: 2,934 shares; 2025Q3: 4,391 shares 4,391 $418K 0.06% +1,457 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: 708 shares; 2024Q4: 692 shares; 2025Q1: 794 shares; 2025Q2: 779 shares; 2025Q3: 845 shares 845 $411K 0.05% +66 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: 2,883 shares; 2024Q4: 2,767 shares; 2025Q1: 2,852 shares; 2025Q2: 2,585 shares; 2025Q3: 2,456 shares 2,456 $408K 0.05% -129 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: 2,349 shares; 2024Q4: 2,335 shares; 2025Q1: 2,346 shares; 2025Q2: 2,286 shares; 2025Q3: 2,002 shares 2,002 $403K 0.05% -284 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,312 shares; 2025Q1: 5,259 shares; 2025Q2: 4,697 shares; 2025Q3: 4,110 shares 4,110 $399K 0.05% -587 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: 2,508 shares; 2024Q4: 2,455 shares; 2025Q1: 2,467 shares; 2025Q2: 2,349 shares; 2025Q3: 2,312 shares 2,312 $387K 0.05% -37 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,634 shares 1,634 $386K 0.05% +69 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: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,032 shares; 2025Q3: 1,026 shares 1,026 $384K 0.05% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 463 shares 463 $382K 0.05% -1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,065 shares; 2025Q1: 1,107 shares; 2025Q2: 1,084 shares; 2025Q3: 1,136 shares 1,136 $377K 0.05% +52 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: 2,451 shares; 2024Q4: 3,578 shares; 2025Q1: 3,712 shares; 2025Q2: 3,861 shares; 2025Q3: 3,948 shares 3,948 $374K 0.05% +87 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: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,244 shares; 2025Q2: 1,429 shares; 2025Q3: 1,338 shares 1,338 $374K 0.05% -91 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: 815 shares; 2024Q4: 759 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 781 shares 781 $371K 0.05% -23 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: 536 shares; 2024Q4: 517 shares; 2025Q1: 556 shares; 2025Q2: 540 shares; 2025Q3: 543 shares 543 $371K 0.05% +3 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: 3,456 shares; 2024Q4: 3,314 shares; 2025Q1: 3,305 shares; 2025Q2: 3,014 shares; 2025Q3: 2,599 shares 2,599 $368K 0.05% -415 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,746 shares; 2025Q1: 2,557 shares; 2025Q2: 2,721 shares; 2025Q3: 2,970 shares 2,970 $368K 0.05% +249 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: 1,165 shares; 2024Q4: 1,032 shares; 2025Q1: 1,072 shares; 2025Q2: 1,149 shares; 2025Q3: 1,041 shares 1,041 $367K 0.05% -108 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: 3,280 shares; 2024Q4: 3,267 shares; 2025Q1: 3,317 shares; 2025Q2: 3,278 shares; 2025Q3: 3,277 shares 3,277 $366K 0.05% -1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,325 shares; 2025Q1: 1,366 shares; 2025Q2: 1,335 shares; 2025Q3: 1,345 shares 1,345 $359K 0.05% +10 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,136 shares; 2024Q4: 45,565 shares; 2025Q1: 47,576 shares; 2025Q2: 48,870 shares; 2025Q3: 48,277 shares 48,277 $356K 0.05% -593 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: 7,158 shares; 2024Q4: 7,549 shares; 2025Q1: 8,830 shares; 2025Q2: 9,890 shares; 2025Q3: 13,888 shares 13,888 $354K 0.05% +3,998 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: 2,580 shares; 2024Q4: 2,655 shares; 2025Q1: 2,705 shares; 2025Q2: 3,027 shares; 2025Q3: 2,922 shares 2,922 $352K 0.05% -105 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: 2,217 shares; 2024Q4: 2,323 shares; 2025Q1: 2,378 shares; 2025Q2: 2,341 shares; 2025Q3: 2,248 shares 2,248 $349K 0.05% -93 Timeline QGRW 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: 6,061 shares; 2024Q4: 9,659 shares; 2025Q1: 9,659 shares; 2025Q2: 6,069 shares; 2025Q3: 6,069 shares 6,069 $348K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 2,795 shares 2,795 $346K 0.05% +69 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: 2,576 shares; 2024Q4: 2,221 shares; 2025Q1: 2,029 shares; 2025Q2: 1,998 shares; 2025Q3: 2,137 shares 2,137 $346K 0.05% +139 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: 408 shares; 2024Q4: 435 shares; 2025Q1: 504 shares; 2025Q2: 432 shares; 2025Q3: 433 shares 433 $345K 0.05% +1 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,260 shares; 2025Q1: not reported; 2025Q2: 5,546 shares; 2025Q3: 5,989 shares 5,989 $344K 0.05% +443 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: 2,406 shares; 2024Q4: 2,424 shares; 2025Q1: 2,464 shares; 2025Q2: 2,555 shares; 2025Q3: 2,599 shares 2,599 $341K 0.05% +44 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: 1,521 shares; 2024Q4: 1,537 shares; 2025Q1: 1,534 shares; 2025Q2: 1,686 shares; 2025Q3: 1,991 shares 1,991 $340K 0.04% +305 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,570 shares; 2025Q1: 5,574 shares; 2025Q2: 5,470 shares; 2025Q3: 5,418 shares 5,418 $338K 0.04% -52 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,543 shares; 2025Q3: 1,556 shares 1,556 $338K 0.04% +13 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,500 shares; 2025Q1: 1,562 shares; 2025Q2: 1,601 shares; 2025Q3: 1,512 shares 1,512 $334K 0.04% -89 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: 329 shares; 2024Q4: 342 shares; 2025Q1: 362 shares; 2025Q2: 367 shares; 2025Q3: 362 shares 362 $333K 0.04% -5 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: 1,983 shares; 2024Q4: 1,948 shares; 2025Q1: 2,125 shares; 2025Q2: 2,282 shares; 2025Q3: 2,304 shares 2,304 $333K 0.04% +22 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,409 shares; 2025Q1: 1,460 shares; 2025Q2: 1,436 shares; 2025Q3: 1,343 shares 1,343 $332K 0.04% -93 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: 2,568 shares; 2024Q4: 2,654 shares; 2025Q1: 2,773 shares; 2025Q2: 2,753 shares; 2025Q3: 2,612 shares 2,612 $331K 0.04% -141 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,296 shares; 2025Q1: 1,397 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares 1,262 $329K 0.04% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,316 shares; 2025Q1: 1,350 shares; 2025Q2: 1,340 shares; 2025Q3: 1,367 shares 1,367 $327K 0.04% +27 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,250 shares; 2025Q2: 22,131 shares; 2025Q3: 25,194 shares 25,194 $321K 0.04% +3,063 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares 3,783 $320K 0.04% new Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares 2,458 $316K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,202 shares; 2025Q1: 1,208 shares; 2025Q2: 1,628 shares; 2025Q3: 1,483 shares 1,483 $315K 0.04% -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: 2,897 shares; 2024Q4: 2,906 shares; 2025Q1: 2,948 shares; 2025Q2: 2,968 shares; 2025Q3: 3,118 shares 3,118 $313K 0.04% +150 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: 2,426 shares; 2024Q4: 2,432 shares; 2025Q1: 2,414 shares; 2025Q2: 2,403 shares; 2025Q3: 2,408 shares 2,408 $313K 0.04% +5 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 9,981 shares; 2025Q1: 9,925 shares; 2025Q2: 9,927 shares; 2025Q3: 9,850 shares 9,850 $307K 0.04% -77 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,154 shares; 2025Q1: 1,257 shares; 2025Q2: 1,261 shares; 2025Q3: 1,251 shares 1,251 $307K 0.04% -10 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,738 shares; 2025Q3: 1,816 shares 1,816 $306K 0.04% +78 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,024 shares; 2025Q3: 7,299 shares 7,299 $305K 0.04% +275 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $305K 0.04% 0 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: 779 shares; 2024Q4: 778 shares; 2025Q1: 769 shares; 2025Q2: 710 shares; 2025Q3: 707 shares 707 $304K 0.04% -3 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: 1,867 shares; 2024Q4: 1,724 shares; 2025Q1: 1,656 shares; 2025Q2: 1,606 shares; 2025Q3: 1,578 shares 1,578 $304K 0.04% -28 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: 5,762 shares; 2024Q4: 6,504 shares; 2025Q1: 5,881 shares; 2025Q2: 4,564 shares; 2025Q3: 6,282 shares 6,282 $304K 0.04% +1,718 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: not reported; 2024Q4: not reported; 2025Q1: 2,461 shares; 2025Q2: 2,770 shares; 2025Q3: 2,776 shares 2,776 $302K 0.04% +6 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $300K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 487 shares 487 $300K 0.04% +22 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,542 shares; 2025Q3: 2,631 shares 2,631 $298K 0.04% +89 Timeline WB WEIBO CORP More: the full row for WEIBO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,974 shares 23,974 $297K 0.04% new Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 12,519 shares; 2025Q1: 15,335 shares; 2025Q2: 14,501 shares; 2025Q3: 15,119 shares 15,119 $297K 0.04% +618 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 5,749 shares; 2025Q1: 6,008 shares; 2025Q2: 6,720 shares; 2025Q3: 6,754 shares 6,754 $295K 0.04% +34 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: 3,205 shares; 2024Q4: 3,217 shares; 2025Q1: 3,378 shares; 2025Q2: 3,462 shares; 2025Q3: 3,432 shares 3,432 $290K 0.04% -30 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: not reported; 2024Q4: 1,679 shares; 2025Q1: not reported; 2025Q2: 1,820 shares; 2025Q3: 1,813 shares 1,813 $288K 0.04% -7 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: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,318 shares; 2025Q3: 3,436 shares 3,436 $288K 0.04% +118 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,151 shares 3,151 $286K 0.04% +87 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,896 shares; 2025Q2: 3,947 shares; 2025Q3: 3,954 shares 3,954 $281K 0.04% +7 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,710 shares; 2025Q1: 2,642 shares; 2025Q2: 2,328 shares; 2025Q3: 2,288 shares 2,288 $277K 0.04% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,604 shares; 2025Q3: 5,623 shares 5,623 $276K 0.04% +19 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: 668 shares; 2024Q4: 1,350 shares; 2025Q1: 1,460 shares; 2025Q2: 1,363 shares; 2025Q3: 1,354 shares 1,354 $276K 0.04% -9 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,722 shares; 2025Q1: 10,788 shares; 2025Q2: 11,188 shares; 2025Q3: 11,154 shares 11,154 $274K 0.04% -34 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,888 shares; 2024Q4: 18,414 shares; 2025Q1: 22,965 shares; 2025Q2: 25,652 shares; 2025Q3: 26,074 shares 26,074 $273K 0.04% +422 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 7,430 shares; 2025Q1: 7,385 shares; 2025Q2: 7,431 shares; 2025Q3: 7,431 shares 7,431 $269K 0.04% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,441 shares; 2025Q3: 10,807 shares 10,807 $269K 0.04% +366 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: 2,370 shares; 2024Q4: 3,442 shares; 2025Q1: 3,750 shares; 2025Q2: 2,982 shares; 2025Q3: 3,555 shares 3,555 $268K 0.04% +573 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: 1,620 shares; 2024Q4: 1,228 shares; 2025Q1: 1,554 shares; 2025Q2: 1,703 shares; 2025Q3: 1,394 shares 1,394 $268K 0.04% -309 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,521 shares; 2025Q2: 66,606 shares; 2025Q3: 91,428 shares 91,428 $268K 0.04% +24,822 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: 5,780 shares; 2024Q4: 5,816 shares; 2025Q1: 5,795 shares; 2025Q2: 5,976 shares; 2025Q3: 5,844 shares 5,844 $267K 0.04% -132 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: 2,727 shares; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,658 shares; 2025Q3: 2,706 shares 2,706 $265K 0.04% +48 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,886 shares; 2025Q1: 3,959 shares; 2025Q2: 3,941 shares; 2025Q3: 3,925 shares 3,925 $265K 0.03% -16 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: 492 shares; 2024Q4: 499 shares; 2025Q1: 528 shares; 2025Q2: 502 shares; 2025Q3: 551 shares 551 $263K 0.03% +49 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: 2,862 shares; 2024Q4: 2,982 shares; 2025Q1: 3,884 shares; 2025Q2: 3,564 shares; 2025Q3: 3,251 shares 3,251 $260K 0.03% -313 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,610 shares; 2025Q1: 4,705 shares; 2025Q2: 3,855 shares; 2025Q3: 3,525 shares 3,525 $259K 0.03% -330 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: 1,096 shares; 2024Q4: 1,104 shares; 2025Q1: 1,143 shares; 2025Q2: 1,175 shares; 2025Q3: 1,111 shares 1,111 $255K 0.03% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 335 shares 335 $254K 0.03% +33 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: not reported; 2024Q4: 2,577 shares; 2025Q1: 2,577 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares 2,103 $254K 0.03% 0 Timeline SCHY 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: 10,819 shares; 2024Q4: 8,881 shares; 2025Q1: 8,928 shares; 2025Q2: 9,039 shares; 2025Q3: 9,039 shares 9,039 $253K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,099 shares; 2025Q1: 1,183 shares; 2025Q2: 1,134 shares; 2025Q3: 1,055 shares 1,055 $249K 0.03% -79 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: 2,934 shares; 2024Q4: 2,992 shares; 2025Q1: 3,129 shares; 2025Q2: 3,054 shares; 2025Q3: 2,962 shares 2,962 $249K 0.03% -92 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: 932 shares; 2024Q4: 908 shares; 2025Q1: 918 shares; 2025Q2: 724 shares; 2025Q3: 729 shares 729 $249K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: 2,628 shares; 2025Q2: 2,409 shares; 2025Q3: 2,567 shares 2,567 $245K 0.03% +158 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 4,040 shares 4,040 $244K 0.03% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,362 shares 1,362 $243K 0.03% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $241K 0.03% 0 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: 1,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,637 shares 1,637 $240K 0.03% +322 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,046 shares; 2025Q1: 4,042 shares; 2025Q2: 4,044 shares; 2025Q3: 3,966 shares 3,966 $237K 0.03% -78 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: 4,143 shares; 2024Q4: 3,848 shares; 2025Q1: 3,806 shares; 2025Q2: 3,945 shares; 2025Q3: 3,760 shares 3,760 $235K 0.03% -185 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares 353 $234K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 2,475 shares; 2025Q3: 2,384 shares 2,384 $233K 0.03% -91 Timeline DFAT 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: 3,983 shares; 2024Q4: 3,983 shares; 2025Q1: 4,937 shares; 2025Q2: 4,483 shares; 2025Q3: 3,983 shares 3,983 $232K 0.03% -500 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,983 shares 5,983 $230K 0.03% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,566 shares; 2025Q1: 1,856 shares; 2025Q2: 1,726 shares; 2025Q3: 1,628 shares 1,628 $229K 0.03% -98 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares 5,617 $228K 0.03% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,442 shares; 2025Q3: 4,443 shares 4,443 $224K 0.03% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 523 shares 523 $223K 0.03% -1 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: 6,136 shares; 2024Q4: 6,775 shares; 2025Q1: 7,364 shares; 2025Q2: 4,393 shares; 2025Q3: 4,319 shares 4,319 $223K 0.03% -74 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: not reported; 2024Q4: not reported; 2025Q1: 1,060 shares; 2025Q2: 1,115 shares; 2025Q3: 1,037 shares 1,037 $223K 0.03% -78 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares 406 $222K 0.03% new 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: not reported; 2025Q2: 2,662 shares; 2025Q3: 2,675 shares 2,675 $222K 0.03% +13 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 906 shares; 2025Q2: 913 shares; 2025Q3: 845 shares 845 $221K 0.03% -68 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: 736 shares; 2024Q4: 765 shares; 2025Q1: 764 shares; 2025Q2: 804 shares; 2025Q3: 779 shares 779 $220K 0.03% -25 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,360 shares 7,360 $219K 0.03% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 700 shares 700 $219K 0.03% -28 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 4,301 shares; 2025Q1: 4,301 shares; 2025Q2: 4,310 shares; 2025Q3: 4,278 shares 4,278 $217K 0.03% -32 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,963 shares 6,963 $214K 0.03% new 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: 8,650 shares; 2024Q4: 8,249 shares; 2025Q1: 5,936 shares; 2025Q2: 5,205 shares; 2025Q3: 3,852 shares 3,852 $214K 0.03% -1,353 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,164 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares 3,176 $212K 0.03% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: not reported; 2025Q1: 2,609 shares; 2025Q2: 2,747 shares; 2025Q3: 2,546 shares 2,546 $212K 0.03% -201 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: not reported; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 716 shares; 2025Q3: 682 shares 682 $211K 0.03% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,977 shares 7,977 $210K 0.03% new 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: 10,424 shares; 2024Q4: 29,851 shares; 2025Q1: 22,580 shares; 2025Q2: 10,118 shares; 2025Q3: 7,686 shares 7,686 $210K 0.03% -2,432 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares 369 $209K 0.03% new 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: 4,487 shares; 2024Q4: 3,912 shares; 2025Q1: 4,945 shares; 2025Q2: 2,729 shares; 2025Q3: 2,483 shares 2,483 $208K 0.03% -246 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,598 shares; 2025Q3: 10,663 shares 10,663 $208K 0.03% +65 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,296 shares 9,296 $207K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares 651 $207K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,876 shares 4,876 $207K 0.03% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,086 shares; 2025Q3: 15,101 shares 15,101 $206K 0.03% +1,015 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: not reported; 2024Q4: 573 shares; 2025Q1: 578 shares; 2025Q2: 566 shares; 2025Q3: 571 shares 571 $204K 0.03% +5 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,674 shares; 2024Q4: not reported; 2025Q1: 12,037 shares; 2025Q2: 14,461 shares; 2025Q3: 14,605 shares 14,605 $185K 0.02% +144 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,620 shares; 2025Q3: 16,364 shares 16,364 $176K 0.02% +744 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: 10,144 shares; 2024Q4: 10,238 shares; 2025Q1: 11,105 shares; 2025Q2: 10,471 shares; 2025Q3: 10,324 shares 10,324 $173K 0.02% -147 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,027 shares; 2025Q3: 31,933 shares 31,933 $170K 0.02% +16,906 Timeline LX LEXINFINTECH HLDGS LTD More: the full row for LEXINFINTECH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,801 shares; 2025Q1: 36,241 shares; 2025Q2: 33,707 shares; 2025Q3: 29,921 shares 29,921 $159K 0.02% -3,786 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,146 shares; 2025Q3: 10,060 shares 10,060 $150K 0.02% -1,086 Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,698 shares 11,698 $140K 0.02% new Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,083 shares; 2025Q3: 11,580 shares 11,580 $125K 0.02% +1,497 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,894 shares 12,894 $116K 0.02% new Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL 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: 10,960 shares; 2025Q2: 10,560 shares; 2025Q3: 10,868 shares 10,868 $110K 0.01% +308 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,102 shares; 2025Q3: 15,557 shares 15,557 $96.8K 0.01% -545 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: 22,794 shares; 2024Q4: 20,293 shares; 2025Q1: 20,933 shares; 2025Q2: 21,190 shares; 2025Q3: 21,190 shares 21,190 $96.2K 0.01% 0 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,117 shares; 2024Q4: 12,629 shares; 2025Q1: 13,720 shares; 2025Q2: 13,212 shares; 2025Q3: 15,032 shares 15,032 $94.1K 0.01% +1,820 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,578 shares 13,578 $78.1K 0.01% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 15,228 shares; 2025Q1: 16,352 shares; 2025Q2: 14,587 shares; 2025Q3: 10,759 shares 10,759 $64.8K 0.01% -3,828 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,987 shares; 2024Q4: 32,987 shares; 2025Q1: 32,987 shares; 2025Q2: 32,987 shares; 2025Q3: 32,987 shares 32,987 $54.4K 0.01% 0 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,946 shares 10,946 $26.9K <0.01% new Timeline