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: 809,293 shares; 2024Q4: 813,178 shares; 2025Q1: 798,239 shares; 2025Q2: 801,321 shares; 2025Q3: 827,713 shares 827,713 $507M 10.12% +26,392 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823,013 shares; 2024Q4: 3,831,457 shares; 2025Q1: 3,883,147 shares; 2025Q2: 4,276,978 shares; 2025Q3: 4,481,475 shares 4,481,475 $320M 6.39% +204,497 Timeline INTL- ACADIAN - COM INTL- ACADIAN - COM More: the full row for INTL- ACADIAN - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,789,094 shares; 2024Q4: 13,404,642 shares; 2025Q1: 13,404,642 shares; 2025Q2: 14,570,857 shares; 2025Q3: 15,673,780 shares 15,673,780 $248M 4.96% +1,102,923 INTL - LAZARD - COM INTL - LAZARD - COM More: the full row for INTL - LAZARD - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,884,295 shares; 2024Q4: 11,714,429 shares; 2025Q1: 11,965,511 shares; 2025Q2: 12,846,930 shares; 2025Q3: 13,912,731 shares 13,912,731 $196M 3.92% +1,065,801 INTL - CAUSEWAY - COM INTL - CAUSEWAY - COM More: the full row for INTL - CAUSEWAY - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798,463 shares; 2024Q4: 11,466,296 shares; 2025Q1: 11,801,241 shares; 2025Q2: 12,741,193 shares; 2025Q3: 13,314,825 shares 13,314,825 $194M 3.87% +573,632 COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,264 shares; 2024Q4: 146,248 shares; 2025Q1: 146,254 shares; 2025Q2: 1,462,487 shares; 2025Q3: 1,462,267 shares 1,462,267 $171M 3.42% -220 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: 605,036 shares; 2024Q4: 654,345 shares; 2025Q1: 647,167 shares; 2025Q2: 645,781 shares; 2025Q3: 658,931 shares 658,931 $168M 3.35% +13,150 Timeline DTC US ACTIVE EQUITY - WEST… DTC US ACTIVE EQUITY - WESTFIELD … More: the full row for DTC US ACTIVE EQUITY - WESTFIELD COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,412,521 shares; 2025Q1: 11,625,665 shares; 2025Q2: 11,625,665 shares; 2025Q3: 11,820,796 shares 11,820,796 $165M 3.29% +195,131 INTL - VONTOBEL - COM INTL - VONTOBEL - COM More: the full row for INTL - VONTOBEL - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324,596 shares; 2024Q4: 6,324,596 shares; 2025Q1: 6,324,596 shares; 2025Q2: 6,780,319 shares; 2025Q3: 7,925,902 shares 7,925,902 $143M 2.86% +1,145,583 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: 633,263 shares; 2024Q4: 659,442 shares; 2025Q1: 649,591 shares; 2025Q2: 644,925 shares; 2025Q3: 684,787 shares 684,787 $128M 2.55% +39,862 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: 195,666 shares; 2024Q4: 191,480 shares; 2025Q1: 191,439 shares; 2025Q2: 188,944 shares; 2025Q3: 187,197 shares 187,197 $125M 2.49% -1,747 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: 215,466 shares; 2024Q4: 221,844 shares; 2025Q1: 223,168 shares; 2025Q2: 215,756 shares; 2025Q3: 232,325 shares 232,325 $120M 2.4% +16,569 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,962 shares; 2024Q4: 433,547 shares; 2025Q1: 433,263 shares; 2025Q2: 466,235 shares; 2025Q3: 481,340 shares 481,340 $101M 2.01% +15,105 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: 719,885 shares; 2024Q4: 754,986 shares; 2025Q1: 796,479 shares; 2025Q2: 846,762 shares; 2025Q3: 896,654 shares 896,654 $78.3M 1.56% +49,892 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: 281,185 shares; 2024Q4: 299,135 shares; 2025Q1: 305,027 shares; 2025Q2: 269,333 shares; 2025Q3: 291,239 shares 291,239 $70.8M 1.41% +21,906 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: 74,494 shares; 2024Q4: 75,464 shares; 2025Q1: 82,410 shares; 2025Q2: 79,386 shares; 2025Q3: 80,723 shares 80,723 $59.3M 1.18% +1,337 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: 245,804 shares; 2024Q4: 252,024 shares; 2025Q1: 258,751 shares; 2025Q2: 257,079 shares; 2025Q3: 252,912 shares 252,912 $55.5M 1.11% -4,167 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: 172,695 shares; 2024Q4: 182,266 shares; 2025Q1: 151,002 shares; 2025Q2: 149,756 shares; 2025Q3: 148,720 shares 148,720 $49.1M 0.98% -1,036 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: 553,864 shares; 2024Q4: 549,114 shares; 2025Q1: 580,977 shares; 2025Q2: 575,671 shares; 2025Q3: 578,144 shares 578,144 $38.3M 0.77% +2,473 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,434 shares; 2024Q4: 59,134 shares; 2025Q1: 59,134 shares; 2025Q2: 366,909 shares; 2025Q3: 379,800 shares 379,800 $38.2M 0.76% +12,891 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,623 shares; 2024Q4: 552,968 shares; 2025Q1: 553,002 shares; 2025Q2: 627,554 shares; 2025Q3: 554,327 shares 554,327 $36.2M 0.72% -73,227 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,005 shares; 2024Q4: 124,410 shares; 2025Q1: 126,194 shares; 2025Q2: 128,558 shares; 2025Q3: 109,898 shares 109,898 $36.1M 0.72% -18,660 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: 159,843 shares; 2024Q4: 160,982 shares; 2025Q1: 162,025 shares; 2025Q2: 166,517 shares; 2025Q3: 163,997 shares 163,997 $35.4M 0.71% -2,520 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: 55,868 shares; 2024Q4: 58,077 shares; 2025Q1: 64,893 shares; 2025Q2: 60,140 shares; 2025Q3: 65,896 shares 65,896 $33.1M 0.66% +5,756 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: 73,323 shares; 2024Q4: 74,631 shares; 2025Q1: 75,631 shares; 2025Q2: 68,132 shares; 2025Q3: 99,212 shares 99,212 $31.3M 0.63% +31,080 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: 44,651 shares; 2024Q4: 43,928 shares; 2025Q1: 45,831 shares; 2025Q2: 48,286 shares; 2025Q3: 42,201 shares 42,201 $28.2M 0.56% -6,085 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: 113,498 shares; 2024Q4: 116,457 shares; 2025Q1: 121,091 shares; 2025Q2: 92,971 shares; 2025Q3: 105,307 shares 105,307 $25.6M 0.51% +12,336 Timeline VTHR 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: 88,332 shares; 2024Q4: 84,077 shares; 2025Q1: 84,070 shares; 2025Q2: 84,088 shares; 2025Q3: 84,106 shares 84,106 $24.8M 0.49% +18 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: 48,112 shares; 2024Q4: 51,747 shares; 2025Q1: 63,747 shares; 2025Q2: 62,234 shares; 2025Q3: 70,399 shares 70,399 $24M 0.48% +8,165 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: 35,428 shares; 2024Q4: 53,380 shares; 2025Q1: 51,896 shares; 2025Q2: 53,192 shares; 2025Q3: 50,966 shares 50,966 $22.7M 0.45% -2,226 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: 104,840 shares; 2024Q4: 89,528 shares; 2025Q1: 108,212 shares; 2025Q2: 108,148 shares; 2025Q3: 114,670 shares 114,670 $21.3M 0.42% +6,522 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: 130,048 shares; 2024Q4: 141,725 shares; 2025Q1: 142,415 shares; 2025Q2: 141,661 shares; 2025Q3: 130,090 shares 130,090 $20M 0.4% -11,571 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,357 shares; 2024Q4: 174,660 shares; 2025Q1: 179,104 shares; 2025Q2: 176,789 shares; 2025Q3: 182,336 shares 182,336 $18.3M 0.37% +5,547 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: 155,273 shares; 2024Q4: 161,964 shares; 2025Q1: 182,721 shares; 2025Q2: 189,651 shares; 2025Q3: 207,838 shares 207,838 $17.4M 0.35% +18,187 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,982 shares; 2024Q4: 67,699 shares; 2025Q1: 66,315 shares; 2025Q2: 66,611 shares; 2025Q3: 72,016 shares 72,016 $17.4M 0.35% +5,405 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: 42,732 shares; 2024Q4: 55,866 shares; 2025Q1: 57,324 shares; 2025Q2: 55,147 shares; 2025Q3: 57,511 shares 57,511 $16.2M 0.32% +2,364 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,587 shares; 2024Q4: 49,745 shares; 2025Q1: 47,939 shares; 2025Q2: 46,306 shares; 2025Q3: 45,018 shares 45,018 $15.5M 0.31% -1,288 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: 13,671 shares; 2024Q4: 14,660 shares; 2025Q1: 16,615 shares; 2025Q2: 16,834 shares; 2025Q3: 19,592 shares 19,592 $14.9M 0.3% +2,758 Timeline LSV GLOBAL CONCENTRATED LSV GLOBAL CONCENTRATED More: the full row for LSV GLOBAL CONCENTRATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,272,581 shares; 2024Q4: 19,713,439 shares; 2025Q1: 13,457,027 shares; 2025Q2: 13,576,955 shares; 2025Q3: 14,920,957 shares 14,920,957 $14.9M 0.3% +1,344,002 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: 5,829 shares; 2024Q4: 5,047 shares; 2025Q1: 4,077 shares; 2025Q2: 3,089 shares; 2025Q3: 3,429 shares 3,429 $14.7M 0.29% +340 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: 22,045 shares; 2024Q4: 28,501 shares; 2025Q1: 23,421 shares; 2025Q2: 22,002 shares; 2025Q3: 25,698 shares 25,698 $14.6M 0.29% +3,696 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: 162,072 shares; 2024Q4: 210,281 shares; 2025Q1: 265,301 shares; 2025Q2: 264,554 shares; 2025Q3: 280,775 shares 280,775 $14.5M 0.29% +16,221 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: 52,258 shares; 2024Q4: 51,846 shares; 2025Q1: 44,927 shares; 2025Q2: 42,914 shares; 2025Q3: 42,250 shares 42,250 $14M 0.28% -664 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,899 shares; 2024Q4: 131,505 shares; 2025Q1: 130,783 shares; 2025Q2: 134,760 shares; 2025Q3: 146,683 shares 146,683 $13.7M 0.27% +11,923 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: 48,559 shares; 2024Q4: 49,020 shares; 2025Q1: 51,164 shares; 2025Q2: 45,222 shares; 2025Q3: 42,796 shares 42,796 $13.4M 0.27% -2,426 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: 39,966 shares; 2024Q4: 41,870 shares; 2025Q1: 47,224 shares; 2025Q2: 46,185 shares; 2025Q3: 57,076 shares 57,076 $13.2M 0.26% +10,891 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: 10,147 shares; 2024Q4: 10,189 shares; 2025Q1: 10,173 shares; 2025Q2: 14,229 shares; 2025Q3: 16,326 shares 16,326 $13M 0.26% +2,097 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: 39,371 shares; 2024Q4: 44,392 shares; 2025Q1: 52,723 shares; 2025Q2: 53,005 shares; 2025Q3: 51,205 shares 51,205 $12.9M 0.26% -1,800 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,581 shares; 2024Q4: 92,474 shares; 2025Q1: 111,162 shares; 2025Q2: 109,617 shares; 2025Q3: 113,196 shares 113,196 $12.8M 0.25% +3,579 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,138 shares; 2024Q4: 162,865 shares; 2025Q1: 170,788 shares; 2025Q2: 172,540 shares; 2025Q3: 172,766 shares 172,766 $12.7M 0.25% +226 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: 4,327 shares; 2024Q4: 3,938 shares; 2025Q1: 13,378 shares; 2025Q2: 12,346 shares; 2025Q3: 11,734 shares 11,734 $12.7M 0.25% -612 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: 10,635 shares; 2024Q4: 6,257 shares; 2025Q1: 7,343 shares; 2025Q2: 10,753 shares; 2025Q3: 10,415 shares 10,415 $12.5M 0.25% -338 Timeline IPMLF IMPERIAL METALS CORP -NEW More: the full row for IMPERIAL METALS CORP -NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945,460 shares; 2024Q4: 2,945,460 shares; 2025Q1: 2,945,460 shares; 2025Q2: 2,945,460 shares; 2025Q3: 2,945,460 shares 2,945,460 $12.4M 0.25% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,340 shares; 2024Q4: 47,804 shares; 2025Q1: 46,034 shares; 2025Q2: 40,737 shares; 2025Q3: 30,416 shares 30,416 $12.3M 0.25% -10,321 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: 70,847 shares; 2024Q4: 72,951 shares; 2025Q1: 72,488 shares; 2025Q2: 72,631 shares; 2025Q3: 90,840 shares 90,840 $12.2M 0.24% +18,209 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: 31,729 shares; 2024Q4: 36,855 shares; 2025Q1: 38,635 shares; 2025Q2: 39,210 shares; 2025Q3: 42,681 shares 42,681 $12M 0.24% +3,471 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,499 shares; 2024Q4: 47,387 shares; 2025Q1: 79,642 shares; 2025Q2: 79,553 shares; 2025Q3: 79,512 shares 79,512 $11.7M 0.23% -41 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: 47,772 shares; 2024Q4: 47,450 shares; 2025Q1: 14,031 shares; 2025Q2: 21,888 shares; 2025Q3: 41,127 shares 41,127 $11.5M 0.23% +19,239 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 22,576 shares; 2025Q1: 26,755 shares; 2025Q2: 36,209 shares; 2025Q3: 34,151 shares 34,151 $11M 0.22% -2,058 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: 77,895 shares; 2024Q4: 69,946 shares; 2025Q1: 90,449 shares; 2025Q2: 88,387 shares; 2025Q3: 77,118 shares 77,118 $10.8M 0.22% -11,269 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: 50,282 shares; 2024Q4: 60,192 shares; 2025Q1: 63,078 shares; 2025Q2: 64,431 shares; 2025Q3: 62,424 shares 62,424 $10.4M 0.21% -2,007 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,911 shares; 2024Q4: 24,703 shares; 2025Q1: 23,927 shares; 2025Q2: 22,595 shares; 2025Q3: 21,930 shares 21,930 $10.3M 0.21% -665 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: 7,631 shares; 2024Q4: 9,986 shares; 2025Q1: 9,317 shares; 2025Q2: 10,512 shares; 2025Q3: 10,891 shares 10,891 $10.1M 0.2% +379 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: 27,040 shares; 2024Q4: 36,311 shares; 2025Q1: 27,110 shares; 2025Q2: 27,398 shares; 2025Q3: 34,779 shares 34,779 $9.78M 0.2% +7,381 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,361 shares; 2024Q4: 46,605 shares; 2025Q1: 45,698 shares; 2025Q2: 45,918 shares; 2025Q3: 47,966 shares 47,966 $9.77M 0.2% +2,048 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: 129,449 shares; 2024Q4: 122,031 shares; 2025Q1: 121,968 shares; 2025Q2: 121,932 shares; 2025Q3: 94,372 shares 94,372 $9.73M 0.19% -27,560 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,960 shares; 2024Q4: 27,689 shares; 2025Q1: 26,607 shares; 2025Q2: 26,396 shares; 2025Q3: 32,021 shares 32,021 $9.63M 0.19% +5,625 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,562 shares; 2025Q1: 9,562 shares; 2025Q2: 17,927 shares; 2025Q3: 25,320 shares 25,320 $9.25M 0.18% +7,393 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: 6,246 shares; 2024Q4: 78,753 shares; 2025Q1: 63,910 shares; 2025Q2: 72,969 shares; 2025Q3: 96,875 shares 96,875 $9.23M 0.18% +23,906 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,924 shares; 2024Q4: 45,038 shares; 2025Q1: 46,548 shares; 2025Q2: 45,418 shares; 2025Q3: 45,681 shares 45,681 $9.08M 0.18% +263 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: 58,474 shares; 2024Q4: 31,313 shares; 2025Q1: 96,806 shares; 2025Q2: 82,885 shares; 2025Q3: 55,930 shares 55,930 $9.07M 0.18% -26,955 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: 9,311 shares; 2024Q4: 15,079 shares; 2025Q1: 13,550 shares; 2025Q2: 14,734 shares; 2025Q3: 14,005 shares 14,005 $8.61M 0.17% -729 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,972 shares; 2024Q4: 62,883 shares; 2025Q1: 53,635 shares; 2025Q2: 60,240 shares; 2025Q3: 63,869 shares 63,869 $8.23M 0.16% +3,629 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,922 shares; 2025Q1: 1,788 shares; 2025Q2: 27,092 shares; 2025Q3: 42,579 shares 42,579 $8.09M 0.16% +15,487 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: 21,559 shares; 2024Q4: 20,865 shares; 2025Q1: 22,891 shares; 2025Q2: 25,991 shares; 2025Q3: 43,650 shares 43,650 $7.96M 0.16% +17,659 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: 36,714 shares; 2024Q4: 31,140 shares; 2025Q1: 40,935 shares; 2025Q2: 40,964 shares; 2025Q3: 46,429 shares 46,429 $7.77M 0.16% +5,465 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,501 shares; 2024Q4: 91,162 shares; 2025Q1: 86,409 shares; 2025Q2: 84,697 shares; 2025Q3: 80,380 shares 80,380 $7.76M 0.16% -4,317 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: 89,231 shares; 2024Q4: 89,601 shares; 2025Q1: 83,785 shares; 2025Q2: 83,695 shares; 2025Q3: 76,095 shares 76,095 $7.72M 0.15% -7,600 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: 81,235 shares; 2024Q4: 83,360 shares; 2025Q1: 79,696 shares; 2025Q2: 85,111 shares; 2025Q3: 96,003 shares 96,003 $7.67M 0.15% +10,892 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: 26,280 shares; 2024Q4: 34,656 shares; 2025Q1: 29,298 shares; 2025Q2: 29,443 shares; 2025Q3: 48,243 shares 48,243 $7.67M 0.15% +18,800 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,262 shares; 2024Q4: 223,567 shares; 2025Q1: 246,671 shares; 2025Q2: 251,700 shares; 2025Q3: 243,674 shares 243,674 $7.66M 0.15% -8,026 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: 179,678 shares; 2024Q4: 179,136 shares; 2025Q1: 172,913 shares; 2025Q2: 171,445 shares; 2025Q3: 167,444 shares 167,444 $7.66M 0.15% -4,001 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: 10,009 shares; 2024Q4: 8,653 shares; 2025Q1: 8,494 shares; 2025Q2: 8,023 shares; 2025Q3: 8,104 shares 8,104 $7.46M 0.15% +81 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,703 shares; 2024Q4: 130,747 shares; 2025Q1: 152,699 shares; 2025Q2: 203,944 shares; 2025Q3: 203,703 shares 203,703 $7.37M 0.15% -241 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: 1,146 shares; 2024Q4: 1,353 shares; 2025Q1: 1,358 shares; 2025Q2: 1,342 shares; 2025Q3: 1,364 shares 1,364 $7.36M 0.15% +22 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 27,714 shares; 2025Q1: 26,810 shares; 2025Q2: 39,031 shares; 2025Q3: 35,753 shares 35,753 $7.32M 0.15% -3,278 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,222 shares; 2024Q4: 46,292 shares; 2025Q1: 54,533 shares; 2025Q2: 54,711 shares; 2025Q3: 60,409 shares 60,409 $7.16M 0.14% +5,698 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,867 shares; 2024Q4: 33,867 shares; 2025Q1: 28,892 shares; 2025Q2: 28,892 shares; 2025Q3: 28,892 shares 28,892 $7.05M 0.14% 0 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: 5,363 shares; 2024Q4: 6,912 shares; 2025Q1: 7,276 shares; 2025Q2: 7,184 shares; 2025Q3: 10,242 shares 10,242 $6.99M 0.14% +3,058 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: 38,732 shares; 2024Q4: 38,668 shares; 2025Q1: 39,791 shares; 2025Q2: 33,719 shares; 2025Q3: 44,006 shares 44,006 $6.83M 0.14% +10,287 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: 92,446 shares; 2024Q4: 93,660 shares; 2025Q1: 96,624 shares; 2025Q2: 84,530 shares; 2025Q3: 74,633 shares 74,633 $6.79M 0.14% -9,897 Timeline TORTOISE COMMINGLED MLP FUN… TORTOISE COMMINGLED MLP FUND, LLC More: the full row for TORTOISE COMMINGLED MLP FUND, LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267,308 shares; 2024Q4: 7,321,406 shares; 2025Q1: 7,319,681 shares; 2025Q2: 6,584,879 shares; 2025Q3: 6,767,702 shares 6,767,702 $6.77M 0.14% +182,823 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: 51,885 shares; 2024Q4: 77,253 shares; 2025Q1: 104,965 shares; 2025Q2: 104,438 shares; 2025Q3: 98,373 shares 98,373 $6.73M 0.13% -6,065 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: 42,935 shares; 2024Q4: 49,356 shares; 2025Q1: 36,761 shares; 2025Q2: 31,884 shares; 2025Q3: 15,480 shares 15,480 $6.6M 0.13% -16,404 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 10,558 shares; 2025Q1: 12,492 shares; 2025Q2: 10,418 shares; 2025Q3: 9,189 shares 9,189 $6.59M 0.13% -1,229 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,282 shares; 2024Q4: 206,495 shares; 2025Q1: 206,432 shares; 2025Q2: 194,361 shares; 2025Q3: 217,396 shares 217,396 $6.17M 0.12% +23,035 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,453 shares; 2024Q4: 69,648 shares; 2025Q1: 66,133 shares; 2025Q2: 45,672 shares; 2025Q3: 49,270 shares 49,270 $6.13M 0.12% +3,598 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: 15,902 shares; 2024Q4: 17,722 shares; 2025Q1: 20,652 shares; 2025Q2: 21,707 shares; 2025Q3: 21,167 shares 21,167 $5.97M 0.12% -540 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,433 shares; 2024Q4: 40,530 shares; 2025Q1: 46,141 shares; 2025Q2: 46,269 shares; 2025Q3: 54,982 shares 54,982 $5.78M 0.12% +8,713 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,000 shares 55,000 $5.69M 0.11% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,628 shares; 2025Q2: 1,536 shares; 2025Q3: 42,238 shares 42,238 $5.63M 0.11% +40,702 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,270 shares; 2025Q1: 4,403 shares; 2025Q2: 4,412 shares; 2025Q3: 4,816 shares 4,816 $5.61M 0.11% +404 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,278 shares; 2024Q4: 21,816 shares; 2025Q1: 22,571 shares; 2025Q2: 22,175 shares; 2025Q3: 29,490 shares 29,490 $5.59M 0.11% +7,315 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares 50,000 $5.57M 0.11% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,615 shares; 2024Q4: 14,816 shares; 2025Q1: 21,176 shares; 2025Q2: 24,819 shares; 2025Q3: 27,779 shares 27,779 $5.57M 0.11% +2,960 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,045 shares; 2025Q1: 17,719 shares; 2025Q2: 18,698 shares; 2025Q3: 26,558 shares 26,558 $5.48M 0.11% +7,860 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: 12,551 shares; 2024Q4: 12,644 shares; 2025Q1: 9,660 shares; 2025Q2: 9,457 shares; 2025Q3: 18,085 shares 18,085 $5.31M 0.11% +8,628 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,606 shares; 2024Q4: 60,339 shares; 2025Q1: 60,836 shares; 2025Q2: 57,546 shares; 2025Q3: 63,660 shares 63,660 $5.22M 0.1% +6,114 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: 169,227 shares; 2024Q4: 170,419 shares; 2025Q1: 192,883 shares; 2025Q2: 173,893 shares; 2025Q3: 182,841 shares 182,841 $5.16M 0.1% +8,948 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: 6,755 shares; 2024Q4: 6,755 shares; 2025Q1: 10,009 shares; 2025Q2: 12,117 shares; 2025Q3: 42,580 shares 42,580 $5.14M 0.1% +30,463 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,324 shares; 2024Q4: 54,825 shares; 2025Q1: 54,596 shares; 2025Q2: 54,520 shares; 2025Q3: 54,212 shares 54,212 $5.08M 0.1% -308 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: 68,402 shares; 2024Q4: 69,663 shares; 2025Q1: 77,039 shares; 2025Q2: 181,139 shares; 2025Q3: 84,335 shares 84,335 $5.05M 0.1% -96,804 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: 60,403 shares; 2024Q4: 77,796 shares; 2025Q1: 107,403 shares; 2025Q2: 110,071 shares; 2025Q3: 112,621 shares 112,621 $4.95M 0.1% +2,550 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,236 shares; 2024Q4: 35,261 shares; 2025Q1: 35,219 shares; 2025Q2: 35,245 shares; 2025Q3: 35,398 shares 35,398 $4.89M 0.1% +153 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,585 shares; 2025Q1: 7,536 shares; 2025Q2: 8,929 shares; 2025Q3: 9,902 shares 9,902 $4.86M 0.1% +973 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,395 shares; 2024Q4: 63,119 shares; 2025Q1: 60,047 shares; 2025Q2: 22,080 shares; 2025Q3: 44,890 shares 44,890 $4.86M 0.1% +22,810 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: 33,436 shares; 2024Q4: 34,455 shares; 2025Q1: 34,838 shares; 2025Q2: 34,807 shares; 2025Q3: 43,229 shares 43,229 $4.8M 0.1% +8,422 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,652 shares; 2025Q2: 22,297 shares; 2025Q3: 24,355 shares 24,355 $4.78M 0.1% +2,058 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,115 shares; 2024Q4: 36,467 shares; 2025Q1: 37,858 shares; 2025Q2: 42,919 shares; 2025Q3: 34,515 shares 34,515 $4.76M 0.1% -8,404 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 12,784 shares; 2025Q1: 9,606 shares; 2025Q2: 9,219 shares; 2025Q3: 9,696 shares 9,696 $4.7M 0.09% +477 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: 25,555 shares; 2024Q4: 25,669 shares; 2025Q1: 24,730 shares; 2025Q2: 24,206 shares; 2025Q3: 23,076 shares 23,076 $4.65M 0.09% -1,130 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: 12,193 shares; 2024Q4: 15,899 shares; 2025Q1: 21,356 shares; 2025Q2: 27,786 shares; 2025Q3: 19,540 shares 19,540 $4.63M 0.09% -8,246 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: 44,179 shares; 2024Q4: 44,317 shares; 2025Q1: 34,227 shares; 2025Q2: 39,221 shares; 2025Q3: 46,017 shares 46,017 $4.63M 0.09% +6,796 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,581 shares; 2024Q4: 14,604 shares; 2025Q1: 14,767 shares; 2025Q2: 8,546 shares; 2025Q3: 12,445 shares 12,445 $4.6M 0.09% +3,899 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,334 shares; 2024Q4: 46,155 shares; 2025Q1: 55,658 shares; 2025Q2: 64,763 shares; 2025Q3: 101,051 shares 101,051 $4.56M 0.09% +36,288 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: 14,991 shares; 2024Q4: 17,991 shares; 2025Q1: 16,797 shares; 2025Q2: 7,486 shares; 2025Q3: 12,686 shares 12,686 $4.52M 0.09% +5,200 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: 16,336 shares; 2024Q4: 18,092 shares; 2025Q1: 21,708 shares; 2025Q2: 21,796 shares; 2025Q3: 21,766 shares 21,766 $4.47M 0.09% -30 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: 7,070 shares; 2025Q1: 5,511 shares; 2025Q2: 5,485 shares; 2025Q3: 5,277 shares 5,277 $4.35M 0.09% -208 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: 34,387 shares; 2024Q4: 137,014 shares; 2025Q1: 135,580 shares; 2025Q2: 136,432 shares; 2025Q3: 136,437 shares 136,437 $4.35M 0.09% +5 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: 8,463 shares; 2024Q4: 7,015 shares; 2025Q1: 6,080 shares; 2025Q2: 5,540 shares; 2025Q3: 5,603 shares 5,603 $4.33M 0.09% +63 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,741 shares; 2025Q1: 23,354 shares; 2025Q2: 23,750 shares; 2025Q3: 31,922 shares 31,922 $4.27M 0.09% +8,172 Timeline LSV EMERGING MARKETS SMALL LSV EMERGING MARKETS SMALL More: the full row for LSV EMERGING MARKETS SMALL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642,378 shares; 2024Q4: 5,676,800 shares; 2025Q1: 3,595,277 shares; 2025Q2: 4,013,822 shares; 2025Q3: 4,269,717 shares 4,269,717 $4.27M 0.09% +255,895 MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,920 shares; 2024Q4: 63,101 shares; 2025Q1: 63,082 shares; 2025Q2: 57,163 shares; 2025Q3: 59,102 shares 59,102 $4.16M 0.08% +1,939 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: 50,231 shares; 2024Q4: 50,208 shares; 2025Q1: 42,199 shares; 2025Q2: 36,829 shares; 2025Q3: 36,819 shares 36,819 $4.01M 0.08% -10 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,383 shares; 2024Q4: 29,639 shares; 2025Q1: 28,074 shares; 2025Q2: 29,177 shares; 2025Q3: 21,421 shares 21,421 $3.99M 0.08% -7,756 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,195 shares; 2024Q4: 42,385 shares; 2025Q1: 43,970 shares; 2025Q2: 43,318 shares; 2025Q3: 48,977 shares 48,977 $3.99M 0.08% +5,659 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: 6,446 shares; 2024Q4: 8,222 shares; 2025Q1: 9,612 shares; 2025Q2: 9,636 shares; 2025Q3: 11,207 shares 11,207 $3.95M 0.08% +1,571 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: 25,212 shares; 2024Q4: 31,569 shares; 2025Q1: 31,142 shares; 2025Q2: 30,425 shares; 2025Q3: 29,703 shares 29,703 $3.9M 0.08% -722 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 12,396 shares; 2025Q1: 4,868 shares; 2025Q2: 4,238 shares; 2025Q3: 28,088 shares 28,088 $3.82M 0.08% +23,850 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,835 shares; 2024Q4: 32,348 shares; 2025Q1: 31,624 shares; 2025Q2: 28,471 shares; 2025Q3: 26,675 shares 26,675 $3.82M 0.08% -1,796 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: 7,486 shares; 2024Q4: 7,627 shares; 2025Q1: 10,542 shares; 2025Q2: 7,694 shares; 2025Q3: 7,830 shares 7,830 $3.74M 0.07% +136 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,354 shares; 2024Q4: 119,336 shares; 2025Q1: 119,908 shares; 2025Q2: 119,275 shares; 2025Q3: 133,713 shares 133,713 $3.73M 0.07% +14,438 VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 12,148 shares; 2025Q1: 12,658 shares; 2025Q2: 12,782 shares; 2025Q3: 12,571 shares 12,571 $3.69M 0.07% -211 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: 21,505 shares; 2024Q4: 23,895 shares; 2025Q1: 20,122 shares; 2025Q2: 20,560 shares; 2025Q3: 25,442 shares 25,442 $3.68M 0.07% +4,882 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: 4,750 shares; 2024Q4: 4,011 shares; 2025Q1: 3,143 shares; 2025Q2: 9,294 shares; 2025Q3: 18,982 shares 18,982 $3.65M 0.07% +9,688 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,209 shares; 2025Q1: 3,530 shares; 2025Q2: 3,779 shares; 2025Q3: 3,830 shares 3,830 $3.65M 0.07% +51 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,674 shares; 2025Q1: 6,706 shares; 2025Q2: 6,712 shares; 2025Q3: 5,728 shares 5,728 $3.61M 0.07% -984 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: 14,598 shares; 2024Q4: 13,734 shares; 2025Q1: 7,416 shares; 2025Q2: 22,361 shares; 2025Q3: 22,229 shares 22,229 $3.6M 0.07% -132 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: 1,371 shares; 2024Q4: 1,537 shares; 2025Q1: 1,692 shares; 2025Q2: 1,704 shares; 2025Q3: 15,653 shares 15,653 $3.59M 0.07% +13,949 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: 22,202 shares; 2024Q4: 4,837 shares; 2025Q1: 5,100 shares; 2025Q2: 8,222 shares; 2025Q3: 21,078 shares 21,078 $3.53M 0.07% +12,856 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: 11,411 shares; 2024Q4: 11,490 shares; 2025Q1: 11,429 shares; 2025Q2: 13,395 shares; 2025Q3: 7,318 shares 7,318 $3.51M 0.07% -6,077 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: 14,463 shares; 2024Q4: 15,748 shares; 2025Q1: 16,947 shares; 2025Q2: 16,489 shares; 2025Q3: 16,627 shares 16,627 $3.5M 0.07% +138 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,845 shares; 2024Q4: 87,586 shares; 2025Q1: 98,482 shares; 2025Q2: 98,615 shares; 2025Q3: 110,507 shares 110,507 $3.49M 0.07% +11,892 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,375 shares; 2024Q4: 30,580 shares; 2025Q1: 27,525 shares; 2025Q2: 37,414 shares; 2025Q3: 29,296 shares 29,296 $3.48M 0.07% -8,118 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,939 shares; 2024Q4: 25,314 shares; 2025Q1: 24,597 shares; 2025Q2: 22,109 shares; 2025Q3: 12,030 shares 12,030 $3.47M 0.07% -10,079 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 667 shares; 2025Q1: 848 shares; 2025Q2: 4,379 shares; 2025Q3: 4,414 shares 4,414 $3.46M 0.07% +35 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 17,008 shares; 2025Q1: 18,567 shares; 2025Q2: 19,406 shares; 2025Q3: 21,408 shares 21,408 $3.42M 0.07% +2,002 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 4,906 shares; 2025Q1: 5,589 shares; 2025Q2: 5,732 shares; 2025Q3: 15,155 shares 15,155 $3.42M 0.07% +9,423 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: 113,505 shares; 2024Q4: 104,818 shares; 2025Q1: 106,802 shares; 2025Q2: 111,776 shares; 2025Q3: 132,931 shares 132,931 $3.39M 0.07% +21,155 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 15,428 shares; 2025Q1: 4,477 shares; 2025Q2: 16,515 shares; 2025Q3: 16,596 shares 16,596 $3.35M 0.07% +81 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: 15,458 shares; 2024Q4: 13,092 shares; 2025Q1: 13,125 shares; 2025Q2: 13,264 shares; 2025Q3: 11,908 shares 11,908 $3.32M 0.07% -1,356 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: 5,004 shares; 2024Q4: 4,945 shares; 2025Q1: 6,074 shares; 2025Q2: 6,067 shares; 2025Q3: 6,971 shares 6,971 $3.32M 0.07% +904 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,513 shares; 2024Q4: 8,703 shares; 2025Q1: 43,008 shares; 2025Q2: 15,964 shares; 2025Q3: 23,194 shares 23,194 $3.32M 0.07% +7,230 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: 31,451 shares; 2024Q4: 33,720 shares; 2025Q1: 35,896 shares; 2025Q2: 101,658 shares; 2025Q3: 61,049 shares 61,049 $3.31M 0.07% -40,609 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,346 shares; 2024Q4: 83,791 shares; 2025Q1: 118,312 shares; 2025Q2: 108,571 shares; 2025Q3: 98,090 shares 98,090 $3.29M 0.07% -10,481 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,172 shares; 2024Q4: 26,047 shares; 2025Q1: 19,261 shares; 2025Q2: 19,028 shares; 2025Q3: 19,323 shares 19,323 $3.29M 0.07% +295 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: 2,163 shares; 2024Q4: 2,221 shares; 2025Q1: 4,322 shares; 2025Q2: 7,323 shares; 2025Q3: 9,632 shares 9,632 $3.28M 0.07% +2,309 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,020 shares; 2024Q4: 46,046 shares; 2025Q1: 42,966 shares; 2025Q2: 41,611 shares; 2025Q3: 38,335 shares 38,335 $3.21M 0.06% -3,276 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,849 shares; 2024Q4: 343,965 shares; 2025Q1: 343,965 shares; 2025Q2: 338,477 shares; 2025Q3: 387,840 shares 387,840 $3.21M 0.06% +49,363 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: 8,503 shares; 2024Q4: 9,009 shares; 2025Q1: 8,468 shares; 2025Q2: 8,609 shares; 2025Q3: 6,302 shares 6,302 $3.15M 0.06% -2,307 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,478 shares; 2024Q4: 100,323 shares; 2025Q1: 100,526 shares; 2025Q2: 100,365 shares; 2025Q3: 111,905 shares 111,905 $3.12M 0.06% +11,540 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: 5,806 shares; 2024Q4: 10,766 shares; 2025Q1: 13,968 shares; 2025Q2: 13,936 shares; 2025Q3: 12,911 shares 12,911 $3.09M 0.06% -1,025 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,049 shares; 2024Q4: 30,041 shares; 2025Q1: 30,592 shares; 2025Q2: 30,942 shares; 2025Q3: 29,622 shares 29,622 $3.09M 0.06% -1,320 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 9,916 shares; 2025Q1: 11,531 shares; 2025Q2: 11,486 shares; 2025Q3: 7,295 shares 7,295 $3.08M 0.06% -4,191 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,479 shares; 2024Q4: 17,319 shares; 2025Q1: 25,636 shares; 2025Q2: 20,763 shares; 2025Q3: 16,370 shares 16,370 $3.07M 0.06% -4,393 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,880 shares; 2025Q1: 18,881 shares; 2025Q2: 18,651 shares; 2025Q3: 21,030 shares 21,030 $3.06M 0.06% +2,379 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 12,903 shares; 2025Q1: 11,318 shares; 2025Q2: 8,818 shares; 2025Q3: 10,145 shares 10,145 $3.02M 0.06% +1,327 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: 4,561 shares; 2024Q4: 16,359 shares; 2025Q1: 16,325 shares; 2025Q2: 17,052 shares; 2025Q3: 14,807 shares 14,807 $3.02M 0.06% -2,245 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: 3,962 shares; 2024Q4: 5,034 shares; 2025Q1: 5,093 shares; 2025Q2: 5,078 shares; 2025Q3: 4,167 shares 4,167 $2.99M 0.06% -911 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: 10,607 shares; 2024Q4: 18,153 shares; 2025Q1: 12,461 shares; 2025Q2: 11,201 shares; 2025Q3: 12,018 shares 12,018 $2.96M 0.06% +817 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,842 shares; 2024Q4: 19,048 shares; 2025Q1: 19,260 shares; 2025Q2: 31,589 shares; 2025Q3: 25,853 shares 25,853 $2.96M 0.06% -5,736 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: 8,078 shares; 2024Q4: 8,433 shares; 2025Q1: 9,293 shares; 2025Q2: 9,172 shares; 2025Q3: 9,612 shares 9,612 $2.92M 0.06% +440 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 8,747 shares; 2025Q1: not reported; 2025Q2: 23,151 shares; 2025Q3: 74,482 shares 74,482 $2.92M 0.06% +51,331 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 7,868 shares; 2025Q1: 14,467 shares; 2025Q2: 15,487 shares; 2025Q3: 15,585 shares 15,585 $2.91M 0.06% +98 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 25,616 shares; 2025Q1: 53,163 shares; 2025Q2: 40,241 shares; 2025Q3: 32,005 shares 32,005 $2.89M 0.06% -8,236 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: 12,924 shares; 2024Q4: 10,981 shares; 2025Q1: 10,207 shares; 2025Q2: 7,903 shares; 2025Q3: 7,724 shares 7,724 $2.89M 0.06% -179 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,020 shares; 2024Q4: 35,076 shares; 2025Q1: 31,312 shares; 2025Q2: 28,399 shares; 2025Q3: 38,704 shares 38,704 $2.88M 0.06% +10,305 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 23,463 shares; 2025Q1: 5,294 shares; 2025Q2: not reported; 2025Q3: 17,057 shares 17,057 $2.85M 0.06% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 36,054 shares; 2025Q1: 36,009 shares; 2025Q2: 36,035 shares; 2025Q3: 33,209 shares 33,209 $2.82M 0.06% -2,826 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,038 shares; 2025Q1: 82,265 shares; 2025Q2: 90,897 shares; 2025Q3: 97,338 shares 97,338 $2.81M 0.06% +6,441 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: not reported; 2025Q1: 3,321 shares; 2025Q2: 3,605 shares; 2025Q3: 14,832 shares 14,832 $2.8M 0.06% +11,227 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: 15,819 shares; 2024Q4: 15,817 shares; 2025Q1: 11,617 shares; 2025Q2: 11,092 shares; 2025Q3: 10,644 shares 10,644 $2.77M 0.06% -448 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 4,882 shares; 2025Q1: 4,429 shares; 2025Q2: 4,398 shares; 2025Q3: 4,614 shares 4,614 $2.75M 0.05% +216 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: 18,983 shares; 2024Q4: 11,844 shares; 2025Q1: 12,402 shares; 2025Q2: 11,765 shares; 2025Q3: 11,614 shares 11,614 $2.75M 0.05% -151 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,170 shares 1,170 $2.73M 0.05% -101 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 8,587 shares; 2025Q1: 7,565 shares; 2025Q2: 7,443 shares; 2025Q3: 14,863 shares 14,863 $2.73M 0.05% +7,420 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,211 shares; 2024Q4: 16,465 shares; 2025Q1: 16,477 shares; 2025Q2: 19,340 shares; 2025Q3: 19,352 shares 19,352 $2.73M 0.05% +12 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,164 shares; 2025Q3: 25,997 shares 25,997 $2.72M 0.05% -1,167 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,649 shares; 2024Q4: 23,074 shares; 2025Q1: 29,810 shares; 2025Q2: 34,264 shares; 2025Q3: 34,487 shares 34,487 $2.68M 0.05% +223 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,431 shares; 2024Q4: 27,313 shares; 2025Q1: 28,725 shares; 2025Q2: 28,982 shares; 2025Q3: 28,822 shares 28,822 $2.68M 0.05% -160 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,893 shares; 2024Q4: 26,893 shares; 2025Q1: 21,606 shares; 2025Q2: 18,391 shares; 2025Q3: 18,301 shares 18,301 $2.66M 0.05% -90 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 3,988 shares; 2025Q1: 4,233 shares; 2025Q2: 4,099 shares; 2025Q3: 38,069 shares 38,069 $2.66M 0.05% +33,970 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,701 shares; 2024Q4: 50,649 shares; 2025Q1: 49,594 shares; 2025Q2: 36,508 shares; 2025Q3: 36,466 shares 36,466 $2.66M 0.05% -42 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,201 shares 31,201 $2.64M 0.05% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 5,253 shares; 2025Q1: 5,166 shares; 2025Q2: 8,519 shares; 2025Q3: 6,225 shares 6,225 $2.63M 0.05% -2,294 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,578 shares; 2024Q4: 40,564 shares; 2025Q1: 40,336 shares; 2025Q2: 37,346 shares; 2025Q3: 41,626 shares 41,626 $2.61M 0.05% +4,280 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES 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: 134,098 shares; 2025Q3: 134,098 shares 134,098 $2.6M 0.05% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,954 shares; 2024Q4: 37,894 shares; 2025Q1: 35,033 shares; 2025Q2: 24,792 shares; 2025Q3: 17,856 shares 17,856 $2.6M 0.05% -6,936 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: 12,102 shares; 2024Q4: 13,055 shares; 2025Q1: 12,795 shares; 2025Q2: 12,259 shares; 2025Q3: 10,207 shares 10,207 $2.6M 0.05% -2,052 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 9,414 shares; 2025Q1: 9,423 shares; 2025Q2: 9,504 shares; 2025Q3: 30,650 shares 30,650 $2.58M 0.05% +21,146 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,859 shares; 2024Q4: 30,573 shares; 2025Q1: 15,215 shares; 2025Q2: 22,951 shares; 2025Q3: 42,029 shares 42,029 $2.56M 0.05% +19,078 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: 52,572 shares; 2024Q4: 53,920 shares; 2025Q1: 98,914 shares; 2025Q2: 89,050 shares; 2025Q3: 122,450 shares 122,450 $2.53M 0.05% +33,400 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,033 shares; 2024Q4: 135,900 shares; 2025Q1: 135,900 shares; 2025Q2: 137,441 shares; 2025Q3: 135,900 shares 135,900 $2.47M 0.05% -1,541 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,474 shares; 2024Q4: 10,410 shares; 2025Q1: 28,711 shares; 2025Q2: 17,929 shares; 2025Q3: 13,821 shares 13,821 $2.46M 0.05% -4,108 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: 30,802 shares; 2024Q4: 32,454 shares; 2025Q1: 37,440 shares; 2025Q2: 36,283 shares; 2025Q3: 31,965 shares 31,965 $2.41M 0.05% -4,318 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 6,919 shares; 2025Q1: 15,071 shares; 2025Q2: 9,964 shares; 2025Q3: 7,754 shares 7,754 $2.41M 0.05% -2,210 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,564 shares; 2025Q1: 13,581 shares; 2025Q2: 13,545 shares; 2025Q3: 13,570 shares 13,570 $2.41M 0.05% +25 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,786 shares; 2025Q3: 28,528 shares 28,528 $2.41M 0.05% +742 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,846 shares; 2025Q3: 9,478 shares 9,478 $2.4M 0.05% +6,632 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 14,608 shares; 2025Q3: 45,509 shares 45,509 $2.38M 0.05% +30,901 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,742 shares; 2024Q4: 60,453 shares; 2025Q1: 58,503 shares; 2025Q2: 57,571 shares; 2025Q3: 57,881 shares 57,881 $2.36M 0.05% +310 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 21,869 shares 21,869 $2.36M 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,451 shares; 2025Q1: 3,810 shares; 2025Q2: 5,007 shares; 2025Q3: 6,636 shares 6,636 $2.32M 0.05% +1,629 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,407 shares; 2024Q4: 51,085 shares; 2025Q1: 53,209 shares; 2025Q2: 61,375 shares; 2025Q3: 61,375 shares 61,375 $2.31M 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 12,356 shares; 2025Q1: 15,865 shares; 2025Q2: 12,567 shares; 2025Q3: 28,115 shares 28,115 $2.31M 0.05% +15,548 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: 15,110 shares; 2024Q4: 15,667 shares; 2025Q1: 6,318 shares; 2025Q2: 16,926 shares; 2025Q3: 23,507 shares 23,507 $2.3M 0.05% +6,581 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,984 shares; 2025Q1: 10,043 shares; 2025Q2: 8,300 shares; 2025Q3: 8,381 shares 8,381 $2.3M 0.05% +81 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,916 shares; 2025Q1: 8,086 shares; 2025Q2: 8,109 shares; 2025Q3: 8,131 shares 8,131 $2.28M 0.05% +22 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 916 shares; 2025Q1: 922 shares; 2025Q2: 940 shares; 2025Q3: 5,473 shares 5,473 $2.27M 0.05% +4,533 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,785 shares; 2024Q4: 23,785 shares; 2025Q1: 23,785 shares; 2025Q2: 23,785 shares; 2025Q3: 23,785 shares 23,785 $2.26M 0.05% 0 Timeline SCHE 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: 14,250 shares; 2025Q2: 29,635 shares; 2025Q3: 67,515 shares 67,515 $2.25M 0.05% +37,880 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 20,326 shares; 2025Q1: 22,515 shares; 2025Q2: 18,160 shares; 2025Q3: 12,588 shares 12,588 $2.25M 0.04% -5,572 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,593 shares; 2025Q1: 2,253 shares; 2025Q2: 2,400 shares; 2025Q3: 6,728 shares 6,728 $2.24M 0.04% +4,328 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 15,745 shares; 2025Q1: 19,402 shares; 2025Q2: 17,505 shares; 2025Q3: 16,667 shares 16,667 $2.21M 0.04% -838 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,592 shares; 2024Q4: 22,100 shares; 2025Q1: 21,699 shares; 2025Q2: 21,922 shares; 2025Q3: 26,747 shares 26,747 $2.21M 0.04% +4,825 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: 19,419 shares; 2024Q4: 12,313 shares; 2025Q1: 12,536 shares; 2025Q2: 13,266 shares; 2025Q3: 18,374 shares 18,374 $2.2M 0.04% +5,108 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,823 shares; 2024Q4: 15,455 shares; 2025Q1: 14,602 shares; 2025Q2: 15,133 shares; 2025Q3: 14,950 shares 14,950 $2.19M 0.04% -183 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 4,017 shares; 2025Q1: 3,548 shares; 2025Q2: 3,730 shares; 2025Q3: 1,659 shares 1,659 $2.19M 0.04% -2,071 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,503 shares; 2024Q4: 73,529 shares; 2025Q1: 79,173 shares; 2025Q2: 99,235 shares; 2025Q3: 110,369 shares 110,369 $2.19M 0.04% +11,134 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 11,749 shares; 2025Q1: 14,911 shares; 2025Q2: 10,876 shares; 2025Q3: 8,009 shares 8,009 $2.18M 0.04% -2,867 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: 13,078 shares; 2024Q4: 6,545 shares; 2025Q1: 6,678 shares; 2025Q2: 6,565 shares; 2025Q3: 11,256 shares 11,256 $2.17M 0.04% +4,691 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 2,330 shares; 2025Q1: 2,874 shares; 2025Q2: 3,889 shares; 2025Q3: 3,847 shares 3,847 $2.16M 0.04% -42 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,832 shares; 2025Q1: 66,560 shares; 2025Q2: 69,031 shares; 2025Q3: 132,895 shares 132,895 $2.16M 0.04% +63,864 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: 21,560 shares; 2024Q4: 27,896 shares; 2025Q1: 42,276 shares; 2025Q2: 42,186 shares; 2025Q3: 42,186 shares 42,186 $2.14M 0.04% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,717 shares; 2024Q4: 23,852 shares; 2025Q1: 23,978 shares; 2025Q2: 22,324 shares; 2025Q3: 25,283 shares 25,283 $2.13M 0.04% +2,959 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 5,108 shares; 2025Q1: 5,785 shares; 2025Q2: 6,117 shares; 2025Q3: 6,244 shares 6,244 $2.12M 0.04% +127 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,772 shares; 2024Q4: 27,827 shares; 2025Q1: 34,866 shares; 2025Q2: 38,605 shares; 2025Q3: 40,586 shares 40,586 $2.11M 0.04% +1,981 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 10,837 shares; 2025Q1: 13,587 shares; 2025Q2: 13,594 shares; 2025Q3: 12,244 shares 12,244 $2.11M 0.04% -1,350 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: 5,230 shares; 2024Q4: 5,306 shares; 2025Q1: 5,707 shares; 2025Q2: 5,724 shares; 2025Q3: 4,420 shares 4,420 $2.1M 0.04% -1,304 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: 8,804 shares; 2024Q4: 9,534 shares; 2025Q1: 10,906 shares; 2025Q2: 10,803 shares; 2025Q3: 12,266 shares 12,266 $2.1M 0.04% +1,463 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,337 shares; 2024Q4: 45,714 shares; 2025Q1: 45,650 shares; 2025Q2: 45,679 shares; 2025Q3: 39,333 shares 39,333 $2.09M 0.04% -6,346 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,051 shares; 2024Q4: 11,191 shares; 2025Q1: 11,838 shares; 2025Q2: 20,548 shares; 2025Q3: 20,557 shares 20,557 $2.06M 0.04% +9 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: 28,332 shares; 2024Q4: 23,296 shares; 2025Q1: 16,269 shares; 2025Q2: 16,184 shares; 2025Q3: 13,220 shares 13,220 $2.05M 0.04% -2,964 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 4,812 shares; 2025Q2: 11,707 shares; 2025Q3: 16,147 shares 16,147 $2.05M 0.04% +4,440 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,778 shares; 2024Q4: 20,469 shares; 2025Q1: 27,221 shares; 2025Q2: 27,150 shares; 2025Q3: 9,910 shares 9,910 $2.05M 0.04% -17,240 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 4,173 shares; 2025Q1: 4,785 shares; 2025Q2: 4,774 shares; 2025Q3: 4,805 shares 4,805 $2.04M 0.04% +31 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,239 shares; 2024Q4: 21,449 shares; 2025Q1: 21,556 shares; 2025Q2: 21,636 shares; 2025Q3: 30,057 shares 30,057 $2.03M 0.04% +8,421 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,448 shares; 2024Q4: 21,517 shares; 2025Q1: 20,338 shares; 2025Q2: 20,585 shares; 2025Q3: 17,383 shares 17,383 $2M 0.04% -3,202 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 11,538 shares; 2025Q1: 15,161 shares; 2025Q2: 16,570 shares; 2025Q3: 17,432 shares 17,432 $1.95M 0.04% +862 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,387 shares; 2025Q3: 59,387 shares 59,387 $1.95M 0.04% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 5,119 shares; 2025Q1: 5,766 shares; 2025Q2: 5,542 shares; 2025Q3: 5,577 shares 5,577 $1.92M 0.04% +35 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,191 shares; 2024Q4: 42,265 shares; 2025Q1: 35,710 shares; 2025Q2: 30,192 shares; 2025Q3: 22,495 shares 22,495 $1.91M 0.04% -7,697 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 36,476 shares; 2025Q2: 36,570 shares; 2025Q3: 40,966 shares 40,966 $1.9M 0.04% +4,396 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,240 shares; 2025Q1: 2,132 shares; 2025Q2: 1,945 shares; 2025Q3: 1,978 shares 1,978 $1.89M 0.04% +33 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 8,275 shares; 2025Q1: 8,236 shares; 2025Q2: 7,896 shares; 2025Q3: 7,896 shares 7,896 $1.88M 0.04% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,345 shares; 2024Q4: 53,382 shares; 2025Q1: 35,067 shares; 2025Q2: 31,678 shares; 2025Q3: 32,753 shares 32,753 $1.88M 0.04% +1,075 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,414 shares; 2024Q4: 13,415 shares; 2025Q1: 18,989 shares; 2025Q2: 22,086 shares; 2025Q3: 23,336 shares 23,336 $1.88M 0.04% +1,250 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 4,902 shares; 2025Q1: 4,945 shares; 2025Q2: 5,321 shares; 2025Q3: 3,076 shares 3,076 $1.87M 0.04% -2,245 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 6,635 shares; 2025Q1: 6,640 shares; 2025Q2: 6,636 shares; 2025Q3: 6,646 shares 6,646 $1.87M 0.04% +10 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,881 shares; 2025Q1: 2,877 shares; 2025Q2: 7,669 shares; 2025Q3: 6,971 shares 6,971 $1.86M 0.04% -698 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: 24,335 shares; 2024Q4: 34,468 shares; 2025Q1: 34,587 shares; 2025Q2: 26,779 shares; 2025Q3: 22,089 shares 22,089 $1.85M 0.04% -4,690 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,312 shares; 2024Q4: 7,701 shares; 2025Q1: 8,578 shares; 2025Q2: 8,347 shares; 2025Q3: 7,822 shares 7,822 $1.84M 0.04% -525 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: 17,658 shares; 2024Q4: 15,052 shares; 2025Q1: 15,736 shares; 2025Q2: 17,456 shares; 2025Q3: 8,478 shares 8,478 $1.8M 0.04% -8,978 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 13,468 shares; 2025Q1: 13,465 shares; 2025Q2: 13,641 shares; 2025Q3: 12,053 shares 12,053 $1.78M 0.04% -1,588 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,669 shares; 2024Q4: 31,070 shares; 2025Q1: 33,440 shares; 2025Q2: 35,040 shares; 2025Q3: 35,214 shares 35,214 $1.78M 0.04% +174 Timeline SCHO 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: 45,772 shares; 2024Q4: 88,756 shares; 2025Q1: 88,804 shares; 2025Q2: 89,370 shares; 2025Q3: 72,518 shares 72,518 $1.77M 0.04% -16,852 Timeline AAON AAON INC More: the full row for AAON 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: 9,863 shares; 2025Q3: 18,828 shares 18,828 $1.76M 0.04% +8,965 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,085 shares; 2024Q4: 18,439 shares; 2025Q1: 12,537 shares; 2025Q2: 13,549 shares; 2025Q3: 13,794 shares 13,794 $1.75M 0.03% +245 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 16,740 shares; 2025Q1: 16,238 shares; 2025Q2: 18,618 shares; 2025Q3: 9,798 shares 9,798 $1.74M 0.03% -8,820 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 27,635 shares; 2025Q1: 4,249 shares; 2025Q2: 4,205 shares; 2025Q3: 15,161 shares 15,161 $1.74M 0.03% +10,956 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 17,367 shares; 2025Q1: 13,824 shares; 2025Q2: 13,839 shares; 2025Q3: 13,851 shares 13,851 $1.73M 0.03% +12 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,940 shares; 2024Q4: 39,090 shares; 2025Q1: 40,642 shares; 2025Q2: 42,070 shares; 2025Q3: 40,845 shares 40,845 $1.72M 0.03% -1,225 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,269 shares; 2025Q1: 6,276 shares; 2025Q2: 8,365 shares; 2025Q3: 6,745 shares 6,745 $1.71M 0.03% -1,620 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,358 shares; 2025Q2: 34,817 shares; 2025Q3: 37,893 shares 37,893 $1.71M 0.03% +3,076 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,986 shares 90,986 $1.71M 0.03% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 10,265 shares; 2025Q1: 16,829 shares; 2025Q2: 19,663 shares; 2025Q3: 25,701 shares 25,701 $1.71M 0.03% +6,038 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; 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: 72,466 shares 72,466 $1.69M 0.03% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,102 shares; 2025Q1: 977 shares; 2025Q2: 945 shares; 2025Q3: 943 shares 943 $1.69M 0.03% -2 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,399 shares; 2024Q4: 41,574 shares; 2025Q1: 23,584 shares; 2025Q2: 29,458 shares; 2025Q3: 26,929 shares 26,929 $1.68M 0.03% -2,529 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,275 shares; 2025Q1: 3,253 shares; 2025Q2: 3,627 shares; 2025Q3: 3,393 shares 3,393 $1.67M 0.03% -234 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,623 shares; 2025Q3: 20,623 shares 20,623 $1.66M 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,149 shares; 2025Q1: 3,212 shares; 2025Q2: 5,686 shares; 2025Q3: 5,751 shares 5,751 $1.66M 0.03% +65 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: 25,516 shares; 2024Q4: 24,226 shares; 2025Q1: 26,469 shares; 2025Q2: 17,071 shares; 2025Q3: 17,438 shares 17,438 $1.65M 0.03% +367 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 34,137 shares; 2025Q1: 47,053 shares; 2025Q2: 47,112 shares; 2025Q3: 70,612 shares 70,612 $1.64M 0.03% +23,500 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: 3,312 shares; 2024Q4: 3,351 shares; 2025Q1: 5,840 shares; 2025Q2: 5,513 shares; 2025Q3: 5,463 shares 5,463 $1.64M 0.03% -50 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 12,238 shares; 2025Q1: 12,190 shares; 2025Q2: 12,218 shares; 2025Q3: 12,257 shares 12,257 $1.64M 0.03% +39 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: 84,953 shares; 2024Q4: 85,301 shares; 2025Q1: 84,552 shares; 2025Q2: 83,320 shares; 2025Q3: 83,413 shares 83,413 $1.64M 0.03% +93 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,221 shares; 2025Q1: 3,219 shares; 2025Q2: 22,329 shares; 2025Q3: 47,422 shares 47,422 $1.62M 0.03% +25,093 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,606 shares; 2025Q1: 35,171 shares; 2025Q2: 25,260 shares; 2025Q3: 59,386 shares 59,386 $1.62M 0.03% +34,126 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: 2,409 shares; 2024Q4: 3,527 shares; 2025Q1: 3,411 shares; 2025Q2: 3,418 shares; 2025Q3: 2,484 shares 2,484 $1.61M 0.03% -934 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,053 shares; 2025Q3: 18,053 shares 18,053 $1.6M 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 9,618 shares; 2025Q1: 9,037 shares; 2025Q2: 9,346 shares; 2025Q3: 8,474 shares 8,474 $1.59M 0.03% -872 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: 935 shares; 2024Q4: 910 shares; 2025Q1: 935 shares; 2025Q2: 14,175 shares; 2025Q3: 14,776 shares 14,776 $1.59M 0.03% +601 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 2,590 shares; 2025Q3: 5,878 shares 5,878 $1.59M 0.03% +3,288 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,463 shares; 2024Q4: 29,139 shares; 2025Q1: 44,138 shares; 2025Q2: 46,261 shares; 2025Q3: 47,175 shares 47,175 $1.59M 0.03% +914 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,792 shares; 2024Q4: 41,794 shares; 2025Q1: 41,792 shares; 2025Q2: 41,940 shares; 2025Q3: 41,940 shares 41,940 $1.57M 0.03% 0 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 28,499 shares; 2025Q1: 28,485 shares; 2025Q2: 59,876 shares; 2025Q3: 55,342 shares 55,342 $1.57M 0.03% -4,534 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,083 shares; 2025Q2: 8,298 shares; 2025Q3: 11,611 shares 11,611 $1.57M 0.03% +3,313 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,565 shares; 2024Q4: 32,688 shares; 2025Q1: 5,203 shares; 2025Q2: 5,370 shares; 2025Q3: 10,318 shares 10,318 $1.56M 0.03% +4,948 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: 7,131 shares; 2024Q4: 7,819 shares; 2025Q1: 11,430 shares; 2025Q2: 14,610 shares; 2025Q3: 12,506 shares 12,506 $1.55M 0.03% -2,104 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 3,109 shares; 2025Q1: 3,820 shares; 2025Q2: 4,943 shares; 2025Q3: 2,691 shares 2,691 $1.53M 0.03% -2,252 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 19,141 shares; 2025Q1: 19,849 shares; 2025Q2: 17,097 shares; 2025Q3: 23,084 shares 23,084 $1.52M 0.03% +5,987 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 16,105 shares; 2025Q1: 25,473 shares; 2025Q2: 25,545 shares; 2025Q3: 25,545 shares 25,545 $1.52M 0.03% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,020 shares; 2024Q4: 8,011 shares; 2025Q1: 6,356 shares; 2025Q2: 6,331 shares; 2025Q3: 3,287 shares 3,287 $1.5M 0.03% -3,044 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 15,113 shares; 2025Q1: 24,595 shares; 2025Q2: 24,747 shares; 2025Q3: 26,072 shares 26,072 $1.5M 0.03% +1,325 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 6,002 shares; 2025Q1: 6,900 shares; 2025Q2: 6,702 shares; 2025Q3: 16,076 shares 16,076 $1.5M 0.03% +9,374 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU 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: not reported; 2025Q1: not reported; 2025Q2: 3,156 shares; 2025Q3: 8,556 shares 8,556 $1.49M 0.03% +5,400 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 18,765 shares; 2025Q1: 19,517 shares; 2025Q2: 19,702 shares; 2025Q3: 20,730 shares 20,730 $1.48M 0.03% +1,028 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,762 shares; 2024Q4: 57,762 shares; 2025Q1: 57,839 shares; 2025Q2: 48,507 shares; 2025Q3: 48,507 shares 48,507 $1.47M 0.03% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS 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: 5,615 shares; 2025Q3: 18,330 shares 18,330 $1.46M 0.03% +12,715 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 19,529 shares; 2025Q1: 19,912 shares; 2025Q2: 20,152 shares; 2025Q3: 21,298 shares 21,298 $1.46M 0.03% +1,146 Timeline DFIVX DFA INTERNATIONAL VALUE I More: the full row for DFA INTERNATIONAL VALUE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,389 shares; 2024Q4: 54,389 shares; 2025Q1: 54,389 shares; 2025Q2: 54,389 shares; 2025Q3: 54,389 shares 54,389 $1.46M 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,175 shares; 2025Q1: 25,175 shares; 2025Q2: 24,798 shares; 2025Q3: 22,344 shares 22,344 $1.45M 0.03% -2,454 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 6,103 shares; 2025Q1: 6,747 shares; 2025Q2: 7,955 shares; 2025Q3: 12,868 shares 12,868 $1.45M 0.03% +4,913 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,983 shares; 2024Q4: 6,555 shares; 2025Q1: 6,559 shares; 2025Q2: 6,569 shares; 2025Q3: 6,769 shares 6,769 $1.45M 0.03% +200 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: 25,043 shares; 2024Q4: 27,335 shares; 2025Q1: 23,583 shares; 2025Q2: 23,681 shares; 2025Q3: 25,079 shares 25,079 $1.44M 0.03% +1,398 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,816 shares; 2025Q3: 5,547 shares 5,547 $1.44M 0.03% +1,731 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,162 shares; 2024Q4: 21,231 shares; 2025Q1: 20,999 shares; 2025Q2: 56,003 shares; 2025Q3: 50,601 shares 50,601 $1.43M 0.03% -5,402 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,058 shares; 2024Q4: 64,058 shares; 2025Q1: 64,058 shares; 2025Q2: 64,058 shares; 2025Q3: 64,058 shares 64,058 $1.43M 0.03% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,501 shares; 2025Q1: 4,474 shares; 2025Q2: 5,720 shares; 2025Q3: 5,671 shares 5,671 $1.43M 0.03% -49 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,409 shares; 2025Q1: 6,832 shares; 2025Q2: 4,382 shares; 2025Q3: 4,402 shares 4,402 $1.42M 0.03% +20 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,941 shares; 2024Q4: 31,720 shares; 2025Q1: 61,479 shares; 2025Q2: 47,519 shares; 2025Q3: 49,953 shares 49,953 $1.42M 0.03% +2,434 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,383 shares; 2025Q1: 5,401 shares; 2025Q2: 3,094 shares; 2025Q3: 3,165 shares 3,165 $1.42M 0.03% +71 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,162 shares; 2024Q4: 9,164 shares; 2025Q1: 9,180 shares; 2025Q2: 5,094 shares; 2025Q3: 5,455 shares 5,455 $1.42M 0.03% +361 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 5,440 shares; 2025Q2: 9,073 shares; 2025Q3: 9,505 shares 9,505 $1.41M 0.03% +432 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: 3,709 shares; 2024Q4: 10,463 shares; 2025Q1: 10,532 shares; 2025Q2: 10,435 shares; 2025Q3: 10,543 shares 10,543 $1.41M 0.03% +108 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 42,509 shares; 2025Q1: 43,860 shares; 2025Q2: 44,232 shares; 2025Q3: 46,805 shares 46,805 $1.4M 0.03% +2,573 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: 18,359 shares; 2024Q4: 53,949 shares; 2025Q1: 50,177 shares; 2025Q2: 51,336 shares; 2025Q3: 51,083 shares 51,083 $1.39M 0.03% -253 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 8,474 shares; 2025Q1: 4,858 shares; 2025Q2: 6,557 shares; 2025Q3: 5,720 shares 5,720 $1.38M 0.03% -837 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: 7,031 shares; 2024Q4: 6,488 shares; 2025Q1: 5,585 shares; 2025Q2: 5,783 shares; 2025Q3: 6,229 shares 6,229 $1.38M 0.03% +446 Timeline DFUSX DFA US LARGE COMPANY I More: the full row for DFA US LARGE COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,835 shares; 2024Q4: 44,381 shares; 2025Q1: 35,275 shares; 2025Q2: 30,983 shares; 2025Q3: 30,983 shares 30,983 $1.37M 0.03% 0 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,567 shares; 2024Q4: 31,940 shares; 2025Q1: 32,769 shares; 2025Q2: 33,118 shares; 2025Q3: 35,284 shares 35,284 $1.35M 0.03% +2,166 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares 12,000 $1.35M 0.03% new Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,504 shares; 2024Q4: 45,288 shares; 2025Q1: 46,151 shares; 2025Q2: 45,771 shares; 2025Q3: 41,051 shares 41,051 $1.34M 0.03% -4,720 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 13,030 shares; 2025Q3: 13,877 shares 13,877 $1.33M 0.03% +847 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,280 shares; 2025Q3: 29,280 shares 29,280 $1.32M 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,729 shares; 2024Q4: 7,792 shares; 2025Q1: 9,837 shares; 2025Q2: 8,328 shares; 2025Q3: 10,715 shares 10,715 $1.32M 0.03% +2,387 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,811 shares; 2024Q4: 25,211 shares; 2025Q1: 24,284 shares; 2025Q2: 22,284 shares; 2025Q3: 22,634 shares 22,634 $1.3M 0.03% +350 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,888 shares; 2025Q1: 4,412 shares; 2025Q2: 4,131 shares; 2025Q3: 5,258 shares 5,258 $1.29M 0.03% +1,127 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: 25,738 shares; 2024Q4: 19,272 shares; 2025Q1: 16,868 shares; 2025Q2: 15,923 shares; 2025Q3: 5,219 shares 5,219 $1.29M 0.03% -10,704 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 1,455 shares; 2025Q1: 1,564 shares; 2025Q2: 1,821 shares; 2025Q3: 1,327 shares 1,327 $1.28M 0.03% -494 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,516 shares; 2024Q4: 65,167 shares; 2025Q1: 68,503 shares; 2025Q2: 68,396 shares; 2025Q3: 39,685 shares 39,685 $1.27M 0.03% -28,711 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: not reported; 2025Q1: 9,644 shares; 2025Q2: 9,998 shares; 2025Q3: 29,456 shares 29,456 $1.27M 0.03% +19,458 Timeline SCHK 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: 36,084 shares; 2025Q3: 39,576 shares 39,576 $1.27M 0.03% +3,492 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 5,960 shares; 2025Q1: 2,880 shares; 2025Q2: 3,059 shares; 2025Q3: 7,250 shares 7,250 $1.27M 0.03% +4,191 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 20,242 shares 20,242 $1.26M 0.03% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,656 shares; 2025Q2: 1,648 shares; 2025Q3: 2,310 shares 2,310 $1.25M 0.03% +662 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,051 shares; 2025Q1: 2,663 shares; 2025Q2: 2,686 shares; 2025Q3: 2,740 shares 2,740 $1.25M 0.03% +54 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: 12,391 shares; 2024Q4: 51,856 shares; 2025Q1: 19,921 shares; 2025Q2: 13,526 shares; 2025Q3: 18,960 shares 18,960 $1.25M 0.03% +5,434 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: not reported; 2025Q1: 655 shares; 2025Q2: 1,169 shares; 2025Q3: 2,550 shares 2,550 $1.25M 0.02% +1,381 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,944 shares; 2025Q1: 19,073 shares; 2025Q2: 13,258 shares; 2025Q3: 18,488 shares 18,488 $1.24M 0.02% +5,230 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: 24,403 shares; 2024Q4: 23,207 shares; 2025Q1: 13,748 shares; 2025Q2: 13,717 shares; 2025Q3: 7,890 shares 7,890 $1.24M 0.02% -5,827 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: 4,979 shares; 2024Q4: 14,937 shares; 2025Q1: 18,062 shares; 2025Q2: 46,788 shares; 2025Q3: 46,788 shares 46,788 $1.23M 0.02% 0 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: 6,781 shares; 2024Q4: 7,831 shares; 2025Q1: 7,831 shares; 2025Q2: 7,871 shares; 2025Q3: 10,203 shares 10,203 $1.23M 0.02% +2,332 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,498 shares; 2025Q1: 5,810 shares; 2025Q2: 3,307 shares; 2025Q3: 4,101 shares 4,101 $1.23M 0.02% +794 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,007 shares; 2025Q1: 10,782 shares; 2025Q2: 11,167 shares; 2025Q3: 11,473 shares 11,473 $1.22M 0.02% +306 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,731 shares; 2024Q4: 36,601 shares; 2025Q1: 33,922 shares; 2025Q2: 33,922 shares; 2025Q3: 34,636 shares 34,636 $1.22M 0.02% +714 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,888 shares; 2024Q4: 11,833 shares; 2025Q1: 23,305 shares; 2025Q2: 14,525 shares; 2025Q3: 12,904 shares 12,904 $1.22M 0.02% -1,621 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 5,790 shares; 2025Q1: 3,295 shares; 2025Q2: 3,465 shares; 2025Q3: 13,234 shares 13,234 $1.22M 0.02% +9,769 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,597 shares; 2025Q1: 10,821 shares; 2025Q2: 11,261 shares; 2025Q3: 12,052 shares 12,052 $1.21M 0.02% +791 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,342 shares; 2025Q3: 4,060 shares 4,060 $1.21M 0.02% -282 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,121 shares; 2025Q1: 15,225 shares; 2025Q2: 15,376 shares; 2025Q3: 16,556 shares 16,556 $1.2M 0.02% +1,180 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 20,336 shares; 2025Q1: 27,542 shares; 2025Q2: 31,651 shares; 2025Q3: 42,640 shares 42,640 $1.2M 0.02% +10,989 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 4,848 shares; 2025Q1: 4,814 shares; 2025Q2: 3,132 shares; 2025Q3: 3,168 shares 3,168 $1.2M 0.02% +36 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,077 shares; 2024Q4: 38,077 shares; 2025Q1: 38,077 shares; 2025Q2: 38,077 shares; 2025Q3: 38,077 shares 38,077 $1.19M 0.02% 0 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: 7,253 shares; 2024Q4: 8,215 shares; 2025Q1: 9,927 shares; 2025Q2: 9,936 shares; 2025Q3: 12,454 shares 12,454 $1.19M 0.02% +2,518 Timeline PCG PG&E CORP More: the full row for PG&E 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: 78,247 shares 78,247 $1.18M 0.02% new Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,755 shares; 2024Q4: 42,233 shares; 2025Q1: 42,233 shares; 2025Q2: 48,037 shares; 2025Q3: 40,937 shares 40,937 $1.18M 0.02% -7,100 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,323 shares; 2025Q1: 3,168 shares; 2025Q2: 3,076 shares; 2025Q3: 3,338 shares 3,338 $1.17M 0.02% +262 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 5,482 shares; 2025Q1: 5,861 shares; 2025Q2: 5,395 shares; 2025Q3: 5,896 shares 5,896 $1.17M 0.02% +501 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,480 shares; 2025Q1: 1,133 shares; 2025Q2: 1,025 shares; 2025Q3: 952 shares 952 $1.17M 0.02% -73 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,126 shares; 2024Q4: 30,066 shares; 2025Q1: 30,083 shares; 2025Q2: not reported; 2025Q3: 15,282 shares 15,282 $1.17M 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,886 shares; 2024Q4: 33,628 shares; 2025Q1: 36,232 shares; 2025Q2: 46,549 shares; 2025Q3: 18,399 shares 18,399 $1.17M 0.02% -28,150 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,872 shares; 2025Q1: 6,222 shares; 2025Q2: 6,612 shares; 2025Q3: 5,487 shares 5,487 $1.16M 0.02% -1,125 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 14,818 shares; 2025Q1: 15,645 shares; 2025Q2: 16,000 shares; 2025Q3: 18,218 shares 18,218 $1.16M 0.02% +2,218 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 12,584 shares; 2025Q1: 12,868 shares; 2025Q2: 13,030 shares; 2025Q3: 13,908 shares 13,908 $1.16M 0.02% +878 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,869 shares; 2025Q1: 10,624 shares; 2025Q2: 13,584 shares; 2025Q3: 11,735 shares 11,735 $1.16M 0.02% -1,849 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,033 shares; 2025Q3: 16,444 shares 16,444 $1.16M 0.02% +8,411 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,647 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares 3,607 $1.15M 0.02% 0 Timeline BZ KANZHUN LIMITED More: the full row for KANZHUN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,672 shares; 2025Q2: 27,672 shares; 2025Q3: 48,653 shares 48,653 $1.14M 0.02% +20,981 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 14,881 shares; 2025Q1: 20,925 shares; 2025Q2: 17,546 shares; 2025Q3: 7,108 shares 7,108 $1.14M 0.02% -10,438 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: 3,172 shares; 2024Q4: 1,714 shares; 2025Q1: 2,275 shares; 2025Q2: 3,244 shares; 2025Q3: 3,549 shares 3,549 $1.13M 0.02% +305 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,810 shares; 2024Q4: 11,885 shares; 2025Q1: 12,273 shares; 2025Q2: 13,314 shares; 2025Q3: 13,202 shares 13,202 $1.12M 0.02% -112 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,310 shares; 2024Q4: 8,825 shares; 2025Q1: 8,923 shares; 2025Q2: 8,896 shares; 2025Q3: 8,974 shares 8,974 $1.12M 0.02% +78 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,491 shares; 2024Q4: 11,330 shares; 2025Q1: 12,543 shares; 2025Q2: 10,294 shares; 2025Q3: 19,783 shares 19,783 $1.11M 0.02% +9,489 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,796 shares; 2025Q1: 8,650 shares; 2025Q2: 8,427 shares; 2025Q3: 12,427 shares 12,427 $1.11M 0.02% +4,000 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,429 shares; 2025Q1: 13,447 shares; 2025Q2: 20,047 shares; 2025Q3: 20,041 shares 20,041 $1.1M 0.02% -6 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 8,836 shares; 2025Q1: 8,491 shares; 2025Q2: 8,564 shares; 2025Q3: 9,276 shares 9,276 $1.1M 0.02% +712 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,455 shares; 2025Q2: 7,796 shares; 2025Q3: 7,796 shares 7,796 $1.09M 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,234 shares; 2025Q1: 10,973 shares; 2025Q2: 21,814 shares; 2025Q3: 22,144 shares 22,144 $1.09M 0.02% +330 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,356 shares; 2024Q4: 24,356 shares; 2025Q1: 44,616 shares; 2025Q2: 45,042 shares; 2025Q3: 45,822 shares 45,822 $1.08M 0.02% +780 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: 3,683 shares; 2024Q4: 3,620 shares; 2025Q1: 4,095 shares; 2025Q2: 5,699 shares; 2025Q3: 5,521 shares 5,521 $1.07M 0.02% -178 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 9,384 shares; 2025Q1: 7,820 shares; 2025Q2: 24,160 shares; 2025Q3: 25,166 shares 25,166 $1.07M 0.02% +1,006 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,494 shares; 2025Q2: 138,091 shares; 2025Q3: 176,670 shares 176,670 $1.06M 0.02% +38,579 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 9,751 shares; 2025Q1: 8,683 shares; 2025Q2: 7,957 shares; 2025Q3: 7,557 shares 7,557 $1.06M 0.02% -400 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 10,388 shares; 2025Q1: 10,899 shares; 2025Q2: 11,014 shares; 2025Q3: 11,604 shares 11,604 $1.06M 0.02% +590 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,775 shares; 2024Q4: 72,521 shares; 2025Q1: 33,246 shares; 2025Q2: 33,246 shares; 2025Q3: 33,246 shares 33,246 $1.06M 0.02% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 768 shares; 2025Q1: 1,842 shares; 2025Q2: 3,188 shares; 2025Q3: 2,520 shares 2,520 $1.06M 0.02% -668 Timeline AMERICAN FUNDS EUPAC F1 AMERICAN FUNDS EUPAC F1 More: the full row for AMERICAN FUNDS EUPAC F1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,303 shares; 2024Q4: 16,317 shares; 2025Q1: 16,317 shares; 2025Q2: 16,326 shares; 2025Q3: 16,326 shares 16,326 $1.05M 0.02% 0 S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,801 shares; 2024Q4: 47,487 shares; 2025Q1: 53,851 shares; 2025Q2: 55,040 shares; 2025Q3: 59,276 shares 59,276 $1.04M 0.02% +4,236 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: 17,787 shares; 2024Q4: 16,649 shares; 2025Q1: 17,128 shares; 2025Q2: 17,250 shares; 2025Q3: 17,444 shares 17,444 $1.04M 0.02% +194 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,116 shares; 2025Q1: 6,187 shares; 2025Q2: 12,630 shares; 2025Q3: 12,629 shares 12,629 $1.04M 0.02% -1 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: not reported; 2025Q1: 3,085 shares; 2025Q2: 9,013 shares; 2025Q3: 7,277 shares 7,277 $1.03M 0.02% -1,736 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 3,040 shares; 2025Q1: 7,420 shares; 2025Q2: 8,375 shares; 2025Q3: 10,218 shares 10,218 $1.03M 0.02% +1,843 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: 35,508 shares; 2024Q4: 14,647 shares; 2025Q1: 16,671 shares; 2025Q2: 5,976 shares; 2025Q3: 8,290 shares 8,290 $1.03M 0.02% +2,314 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 15,633 shares 15,633 $1.02M 0.02% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 6,210 shares; 2025Q1: 6,175 shares; 2025Q2: 6,215 shares; 2025Q3: 6,254 shares 6,254 $1.02M 0.02% +39 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,240 shares; 2024Q4: 16,818 shares; 2025Q1: 17,147 shares; 2025Q2: 15,833 shares; 2025Q3: 16,577 shares 16,577 $1.02M 0.02% +744 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,286 shares; 2024Q4: 38,007 shares; 2025Q1: 39,230 shares; 2025Q2: 38,687 shares; 2025Q3: 38,569 shares 38,569 $1.02M 0.02% -118 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,241 shares; 2025Q1: 55,754 shares; 2025Q2: 55,544 shares; 2025Q3: 75,909 shares 75,909 $1.02M 0.02% +20,365 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,458 shares; 2025Q3: 116,332 shares 116,332 $1.01M 0.02% -126 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,825 shares; 2025Q1: 4,820 shares; 2025Q2: 3,179 shares; 2025Q3: 3,189 shares 3,189 $1000K 0.02% +10 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,711 shares; 2024Q4: 30,311 shares; 2025Q1: 32,414 shares; 2025Q2: 104,549 shares; 2025Q3: 111,231 shares 111,231 $997K 0.02% +6,682 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 6,803 shares; 2025Q1: 6,834 shares; 2025Q2: 6,843 shares; 2025Q3: 7,690 shares 7,690 $987K 0.02% +847 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,380 shares; 2024Q4: 26,142 shares; 2025Q1: 25,950 shares; 2025Q2: 23,242 shares; 2025Q3: 42,852 shares 42,852 $983K 0.02% +19,610 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 11,127 shares; 2025Q1: 12,969 shares; 2025Q2: 8,198 shares; 2025Q3: 8,239 shares 8,239 $971K 0.02% +41 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,736 shares; 2024Q4: 26,492 shares; 2025Q1: 17,985 shares; 2025Q2: 16,542 shares; 2025Q3: 10,442 shares 10,442 $958K 0.02% -6,100 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 17,230 shares; 2025Q1: 15,188 shares; 2025Q2: 15,502 shares; 2025Q3: 16,664 shares 16,664 $955K 0.02% +1,162 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 12,811 shares; 2025Q1: 12,110 shares; 2025Q2: 12,248 shares; 2025Q3: 16,561 shares 16,561 $948K 0.02% +4,313 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 16,432 shares; 2025Q1: 16,545 shares; 2025Q2: 16,545 shares; 2025Q3: 18,024 shares 18,024 $944K 0.02% +1,479 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: 1,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,647 shares 6,647 $942K 0.02% new Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,819 shares; 2025Q2: 21,522 shares; 2025Q3: 21,726 shares 21,726 $938K 0.02% +204 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: 12,310 shares; 2024Q4: 35,545 shares; 2025Q1: 35,545 shares; 2025Q2: 35,522 shares; 2025Q3: 36,409 shares 36,409 $936K 0.02% +887 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,907 shares; 2025Q1: 5,916 shares; 2025Q2: 5,990 shares; 2025Q3: 6,369 shares 6,369 $935K 0.02% +379 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,004 shares; 2025Q2: 73,004 shares; 2025Q3: 73,004 shares 73,004 $932K 0.02% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 11,435 shares; 2025Q1: 11,486 shares; 2025Q2: 10,046 shares; 2025Q3: 10,514 shares 10,514 $927K 0.02% +468 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 6,300 shares; 2025Q1: 6,371 shares; 2025Q2: not reported; 2025Q3: 11,181 shares 11,181 $920K 0.02% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 10,431 shares; 2025Q1: 10,509 shares; 2025Q2: 10,660 shares; 2025Q3: 11,338 shares 11,338 $918K 0.02% +678 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 4,169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,837 shares 11,837 $911K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,443 shares; 2024Q4: 30,035 shares; 2025Q1: 15,676 shares; 2025Q2: 11,538 shares; 2025Q3: 76,174 shares 76,174 $911K 0.02% +64,636 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,561 shares; 2025Q1: 5,643 shares; 2025Q2: 3,642 shares; 2025Q3: 3,697 shares 3,697 $910K 0.02% +55 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,514 shares; 2025Q3: 10,723 shares 10,723 $906K 0.02% +209 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,705 shares; 2024Q4: 123,133 shares; 2025Q1: 88,300 shares; 2025Q2: 89,302 shares; 2025Q3: 95,128 shares 95,128 $900K 0.02% +5,826 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,354 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 3,426 shares 3,426 $899K 0.02% +601 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,520 shares; 2025Q2: 7,883 shares; 2025Q3: 9,823 shares 9,823 $891K 0.02% +1,940 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,938 shares; 2025Q2: 11,328 shares; 2025Q3: 33,649 shares 33,649 $889K 0.02% +22,321 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 4,430 shares; 2025Q1: 4,418 shares; 2025Q2: 4,742 shares; 2025Q3: 3,905 shares 3,905 $886K 0.02% -837 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,825 shares; 2024Q4: 12,500 shares; 2025Q1: 14,725 shares; 2025Q2: 17,125 shares; 2025Q3: 21,600 shares 21,600 $886K 0.02% +4,475 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 3,098 shares; 2025Q3: 3,275 shares 3,275 $884K 0.02% +177 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 2,986 shares; 2025Q1: 3,000 shares; 2025Q2: 3,342 shares; 2025Q3: 3,727 shares 3,727 $879K 0.02% +385 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 7,670 shares; 2025Q1: 4,781 shares; 2025Q2: 11,828 shares; 2025Q3: 11,568 shares 11,568 $876K 0.02% -260 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 611 shares; 2025Q1: 1,807 shares; 2025Q2: 2,937 shares; 2025Q3: 2,937 shares 2,937 $874K 0.02% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 8,188 shares; 2025Q1: 4,127 shares; 2025Q2: 7,217 shares; 2025Q3: 6,121 shares 6,121 $872K 0.02% -1,096 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: 790 shares; 2024Q4: 580 shares; 2025Q1: 1,137 shares; 2025Q2: 1,119 shares; 2025Q3: 1,161 shares 1,161 $867K 0.02% +42 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 26,817 shares; 2025Q1: 26,866 shares; 2025Q2: 26,717 shares; 2025Q3: 30,352 shares 30,352 $863K 0.02% +3,635 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,540 shares; 2025Q1: 1,116 shares; 2025Q2: 975 shares; 2025Q3: 1,997 shares 1,997 $862K 0.02% +1,022 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,563 shares; 2025Q1: 4,273 shares; 2025Q2: 5,563 shares; 2025Q3: 5,138 shares 5,138 $860K 0.02% -425 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 9,094 shares; 2025Q1: 10,229 shares; 2025Q2: 12,360 shares; 2025Q3: 12,463 shares 12,463 $854K 0.02% +103 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,216 shares; 2025Q1: 26,791 shares; 2025Q2: 34,017 shares; 2025Q3: 33,974 shares 33,974 $844K 0.02% -43 Timeline COLUMBIA DIVIDENT INCOME COLUMBIA DIVIDENT INCOME More: the full row for COLUMBIA DIVIDENT INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,320 shares; 2024Q4: 29,010 shares; 2025Q1: 28,938 shares; 2025Q2: 28,650 shares; 2025Q3: 22,408 shares 22,408 $843K 0.02% -6,242 PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 5,775 shares; 2025Q1: 5,525 shares; 2025Q2: 5,539 shares; 2025Q3: 4,742 shares 4,742 $843K 0.02% -797 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: 3,209 shares; 2024Q4: 3,173 shares; 2025Q1: 3,174 shares; 2025Q2: 3,254 shares; 2025Q3: 3,410 shares 3,410 $836K 0.02% +156 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,759 shares 5,759 $834K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 14,527 shares; 2025Q1: 11,956 shares; 2025Q2: 11,588 shares; 2025Q3: 12,398 shares 12,398 $830K 0.02% +810 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: not reported; 2025Q1: 1,508 shares; 2025Q2: 2,358 shares; 2025Q3: 1,298 shares 1,298 $829K 0.02% -1,060 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 21,776 shares; 2025Q1: 28,704 shares; 2025Q2: 29,209 shares; 2025Q3: 33,089 shares 33,089 $826K 0.02% +3,880 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,221 shares; 2024Q4: 48,442 shares; 2025Q1: 48,937 shares; 2025Q2: 48,573 shares; 2025Q3: 48,715 shares 48,715 $825K 0.02% +142 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: 9,441 shares; 2025Q1: 10,886 shares; 2025Q2: 10,886 shares; 2025Q3: 10,886 shares 10,886 $825K 0.02% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,628 shares; 2025Q3: 8,634 shares 8,634 $819K 0.02% +6 Timeline COLUMBIA GLOBAL TECHNOLOGY … COLUMBIA GLOBAL TECHNOLOGY GROWTH… More: the full row for COLUMBIA GLOBAL TECHNOLOGY GROWTH A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 7,707 shares 7,707 $816K 0.02% -341 ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 35,774 shares; 2025Q1: 35,971 shares; 2025Q2: 35,971 shares; 2025Q3: 37,878 shares 37,878 $808K 0.02% +1,907 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,931 shares; 2024Q4: 12,639 shares; 2025Q1: 12,462 shares; 2025Q2: 14,702 shares; 2025Q3: 14,768 shares 14,768 $808K 0.02% +66 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 24,631 shares; 2025Q1: 28,098 shares; 2025Q2: 20,360 shares; 2025Q3: 10,560 shares 10,560 $805K 0.02% -9,800 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS 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: 23,341 shares; 2025Q1: 30,812 shares; 2025Q2: 7,790 shares; 2025Q3: 28,354 shares 28,354 $801K 0.02% +20,564 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 11,211 shares; 2025Q1: 11,322 shares; 2025Q2: 11,450 shares; 2025Q3: 12,193 shares 12,193 $799K 0.02% +743 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 4,400 shares; 2025Q3: 5,161 shares 5,161 $797K 0.02% +761 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,933 shares; 2024Q4: 11,774 shares; 2025Q1: 11,826 shares; 2025Q2: 11,958 shares; 2025Q3: 12,797 shares 12,797 $795K 0.02% +839 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,023 shares 18,023 $792K 0.02% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,800 shares 16,800 $788K 0.02% new Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,967 shares; 2024Q4: 32,474 shares; 2025Q1: 32,281 shares; 2025Q2: 33,516 shares; 2025Q3: 35,724 shares 35,724 $788K 0.02% +2,208 Timeline T. ROWE PRICE GROWTH STOCK T. ROWE PRICE GROWTH STOCK More: the full row for T. ROWE PRICE GROWTH STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,717 shares; 2025Q2: 6,717 shares; 2025Q3: 6,515 shares 6,515 $788K 0.02% -202 NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,282 shares; 2025Q1: 6,293 shares; 2025Q2: 7,787 shares; 2025Q3: 7,751 shares 7,751 $776K 0.02% -36 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,936 shares; 2024Q4: 28,997 shares; 2025Q1: 28,096 shares; 2025Q2: 28,430 shares; 2025Q3: 30,352 shares 30,352 $775K 0.02% +1,922 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,710 shares 23,710 $773K 0.02% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,577 shares 8,577 $766K 0.02% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 2,863 shares; 2025Q1: 2,167 shares; 2025Q2: 2,514 shares; 2025Q3: 1,952 shares 1,952 $762K 0.02% -562 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: 4,193 shares; 2024Q4: 3,566 shares; 2025Q1: 8,563 shares; 2025Q2: 3,632 shares; 2025Q3: 3,789 shares 3,789 $761K 0.02% +157 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 18,379 shares; 2025Q2: 12,886 shares; 2025Q3: 15,954 shares 15,954 $759K 0.02% +3,068 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,661 shares; 2024Q4: 17,049 shares; 2025Q1: 8,840 shares; 2025Q2: 8,869 shares; 2025Q3: 22,065 shares 22,065 $757K 0.02% +13,196 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 3,101 shares; 2025Q1: 2,555 shares; 2025Q2: 2,716 shares; 2025Q3: 3,045 shares 3,045 $753K 0.02% +329 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 9,578 shares; 2025Q1: 9,578 shares; 2025Q2: 9,578 shares; 2025Q3: 9,578 shares 9,578 $752K 0.02% 0 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: 1,478 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 2,638 shares 2,638 $744K 0.01% +1,400 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,292 shares; 2024Q4: 61,281 shares; 2025Q1: 40,524 shares; 2025Q2: 40,830 shares; 2025Q3: 18,796 shares 18,796 $742K 0.01% -22,034 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 10,608 shares; 2025Q1: 10,839 shares; 2025Q2: 11,137 shares; 2025Q3: 10,361 shares 10,361 $741K 0.01% -776 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: 10,161 shares; 2024Q4: 10,544 shares; 2025Q1: 11,079 shares; 2025Q2: 10,560 shares; 2025Q3: 8,695 shares 8,695 $736K 0.01% -1,865 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,571 shares; 2025Q1: not reported; 2025Q2: 5,582 shares; 2025Q3: 14,510 shares 14,510 $734K 0.01% +8,928 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,742 shares; 2025Q2: 7,742 shares; 2025Q3: 12,127 shares 12,127 $733K 0.01% +4,385 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 8,276 shares; 2025Q1: 8,944 shares; 2025Q2: 7,495 shares; 2025Q3: 4,245 shares 4,245 $730K 0.01% -3,250 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,807 shares; 2024Q4: 12,808 shares; 2025Q1: 12,770 shares; 2025Q2: 13,520 shares; 2025Q3: 13,520 shares 13,520 $729K 0.01% 0 Timeline