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: 294,870 shares; 2024Q4: 429,490 shares; 2025Q1: 538,146 shares; 2025Q2: 576,325 shares; 2025Q3: 600,237 shares 600,237 $65.2M 3.76% +23,912 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,556 shares; 2024Q4: 644,421 shares; 2025Q1: 811,325 shares; 2025Q2: 910,472 shares; 2025Q3: 1,023,271 shares 1,023,271 $57.2M 3.3% +112,799 Timeline DFAU 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: 1,250,528 shares; 2024Q4: 1,204,295 shares; 2025Q1: 1,216,176 shares; 2025Q2: 1,195,351 shares; 2025Q3: 1,119,298 shares 1,119,298 $52.3M 3.02% -76,053 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: 57,012 shares; 2024Q4: 73,811 shares; 2025Q1: 73,902 shares; 2025Q2: 75,056 shares; 2025Q3: 75,493 shares 75,493 $51.6M 2.98% +437 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,263 shares; 2024Q4: 220,962 shares; 2025Q1: 222,401 shares; 2025Q2: 239,615 shares; 2025Q3: 233,345 shares 233,345 $48.3M 2.79% -6,270 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,658 shares; 2024Q4: 573,771 shares; 2025Q1: 686,764 shares; 2025Q2: 738,789 shares; 2025Q3: 793,063 shares 793,063 $34.6M 2% +54,274 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: 63,923 shares; 2024Q4: 100,959 shares; 2025Q1: 101,414 shares; 2025Q2: 105,600 shares; 2025Q3: 109,892 shares 109,892 $29.6M 1.71% +4,292 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: 75,666 shares; 2024Q4: 98,519 shares; 2025Q1: 103,116 shares; 2025Q2: 107,864 shares; 2025Q3: 108,964 shares 108,964 $27.7M 1.6% +1,100 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: 33,031 shares; 2024Q4: 44,834 shares; 2025Q1: 47,572 shares; 2025Q2: 49,308 shares; 2025Q3: 50,860 shares 50,860 $26.3M 1.52% +1,552 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 33,663 shares; 2025Q1: 33,691 shares; 2025Q2: 34,877 shares; 2025Q3: 37,259 shares 37,259 $23.4M 1.35% +2,382 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: 104,139 shares; 2024Q4: 108,188 shares; 2025Q1: 111,936 shares; 2025Q2: 113,242 shares; 2025Q3: 115,325 shares 115,325 $22.6M 1.3% +2,083 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: 6,489 shares; 2024Q4: 6,531 shares; 2025Q1: 6,085 shares; 2025Q2: 24,271 shares; 2025Q3: 24,056 shares 24,056 $22M 1.27% -215 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: 13,147 shares; 2024Q4: 25,040 shares; 2025Q1: 26,743 shares; 2025Q2: 28,345 shares; 2025Q3: 29,592 shares 29,592 $18.9M 1.09% +1,247 Timeline SCHR 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: 574,464 shares; 2024Q4: 644,446 shares; 2025Q1: 626,455 shares; 2025Q2: 698,569 shares; 2025Q3: 741,168 shares 741,168 $18.6M 1.07% +42,599 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,487 shares; 2024Q4: 657,490 shares; 2025Q1: 678,522 shares; 2025Q2: 751,401 shares; 2025Q3: 797,120 shares 797,120 $18.1M 1.04% +45,719 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,013 shares; 2024Q4: 135,078 shares; 2025Q1: 153,395 shares; 2025Q2: 158,206 shares; 2025Q3: 163,956 shares 163,956 $17.7M 1.02% +5,750 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,922 shares; 2024Q4: 595,335 shares; 2025Q1: 562,023 shares; 2025Q2: 513,154 shares; 2025Q3: 470,294 shares 470,294 $17.2M 0.99% -42,860 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: 30,291 shares; 2024Q4: 47,158 shares; 2025Q1: 49,681 shares; 2025Q2: 54,552 shares; 2025Q3: 54,347 shares 54,347 $15.4M 0.89% -205 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: 27,204 shares; 2024Q4: 36,000 shares; 2025Q1: 38,016 shares; 2025Q2: 39,190 shares; 2025Q3: 42,448 shares 42,448 $15.4M 0.89% +3,258 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,872 shares; 2024Q4: 532,854 shares; 2025Q1: 451,473 shares; 2025Q2: 398,834 shares; 2025Q3: 388,114 shares 388,114 $15.1M 0.87% -10,720 Timeline DFCF 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: 285,937 shares; 2024Q4: 279,994 shares; 2025Q1: 312,982 shares; 2025Q2: 348,620 shares; 2025Q3: 342,611 shares 342,611 $14.7M 0.85% -6,009 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: 170,876 shares; 2024Q4: 207,111 shares; 2025Q1: 238,438 shares; 2025Q2: 250,151 shares; 2025Q3: 258,540 shares 258,540 $14.2M 0.82% +8,389 Timeline SPHY 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: 225,362 shares; 2024Q4: 330,826 shares; 2025Q1: 426,477 shares; 2025Q2: 500,765 shares; 2025Q3: 545,606 shares 545,606 $12.9M 0.74% +44,841 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,961 shares; 2024Q4: 155,462 shares; 2025Q1: 255,079 shares; 2025Q2: 263,672 shares; 2025Q3: 270,968 shares 270,968 $12.8M 0.74% +7,296 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: 551,995 shares; 2024Q4: 478,389 shares; 2025Q1: 461,365 shares; 2025Q2: 486,704 shares; 2025Q3: 493,518 shares 493,518 $12M 0.69% +6,814 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: 36,731 shares; 2024Q4: 47,231 shares; 2025Q1: 48,701 shares; 2025Q2: 47,736 shares; 2025Q3: 46,273 shares 46,273 $11.9M 0.69% -1,463 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: 7,835 shares; 2024Q4: 10,007 shares; 2025Q1: 10,702 shares; 2025Q2: 11,585 shares; 2025Q3: 12,339 shares 12,339 $11.5M 0.66% +754 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: 14,722 shares; 2024Q4: 46,723 shares; 2025Q1: 45,059 shares; 2025Q2: 49,635 shares; 2025Q3: 51,635 shares 51,635 $11.3M 0.65% +2,000 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: 37,731 shares; 2024Q4: 38,988 shares; 2025Q1: 42,127 shares; 2025Q2: 43,109 shares; 2025Q3: 43,621 shares 43,621 $11.1M 0.64% +512 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 17,750 shares; 2025Q1: 16,294 shares; 2025Q2: 17,138 shares; 2025Q3: 17,327 shares 17,327 $11M 0.63% +189 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: 51,486 shares; 2025Q1: 60,205 shares; 2025Q2: 66,446 shares; 2025Q3: 65,757 shares 65,757 $10.6M 0.61% -689 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,720 shares; 2024Q4: 33,230 shares; 2025Q1: 33,896 shares; 2025Q2: 34,120 shares; 2025Q3: 35,201 shares 35,201 $10.2M 0.59% +1,081 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: 16,163 shares; 2024Q4: 24,199 shares; 2025Q1: 28,621 shares; 2025Q2: 30,845 shares; 2025Q3: 32,022 shares 32,022 $9.91M 0.57% +1,177 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,065 shares; 2024Q4: 77,062 shares; 2025Q1: 90,910 shares; 2025Q2: 97,781 shares; 2025Q3: 97,815 shares 97,815 $9.57M 0.55% +34 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,122 shares; 2024Q4: 108,394 shares; 2025Q1: 140,754 shares; 2025Q2: 160,202 shares; 2025Q3: 182,998 shares 182,998 $9.49M 0.55% +22,796 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,491 shares; 2024Q4: 255,636 shares; 2025Q1: 316,019 shares; 2025Q2: 348,917 shares; 2025Q3: 392,779 shares 392,779 $9.08M 0.52% +43,862 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,034 shares; 2024Q4: 46,058 shares; 2025Q1: 46,051 shares; 2025Q2: 46,060 shares; 2025Q3: 46,061 shares 46,061 $9.01M 0.52% +1 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: 17,529 shares; 2024Q4: 27,860 shares; 2025Q1: 31,305 shares; 2025Q2: 33,706 shares; 2025Q3: 34,657 shares 34,657 $9M 0.52% +951 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,235 shares; 2024Q4: 242,385 shares; 2025Q1: 280,500 shares; 2025Q2: 278,310 shares; 2025Q3: 439,553 shares 439,553 $8.78M 0.51% +161,243 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,963 shares; 2024Q4: 294,719 shares; 2025Q1: 308,104 shares; 2025Q2: 309,945 shares; 2025Q3: 307,328 shares 307,328 $8.6M 0.5% -2,617 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,417 shares; 2024Q4: 92,322 shares; 2025Q1: 90,354 shares; 2025Q2: 90,523 shares; 2025Q3: 90,506 shares 90,506 $8.58M 0.5% -17 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,824 shares; 2024Q4: 345,245 shares; 2025Q1: 321,741 shares; 2025Q2: 289,367 shares; 2025Q3: 261,055 shares 261,055 $8.58M 0.5% -28,312 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,742 shares; 2024Q4: 104,586 shares; 2025Q1: 130,381 shares; 2025Q2: 150,859 shares; 2025Q3: 171,994 shares 171,994 $8.54M 0.49% +21,135 Timeline STGW STAGWELL INC More: the full row for STAGWELL 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: 1,750,000 shares; 2025Q3: 1,750,000 shares 1,750,000 $8.31M 0.48% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,598 shares; 2024Q4: 172,373 shares; 2025Q1: 171,012 shares; 2025Q2: 173,662 shares; 2025Q3: 175,756 shares 175,756 $8.14M 0.47% +2,094 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: 18,192 shares; 2024Q4: 29,871 shares; 2025Q1: 29,088 shares; 2025Q2: 28,827 shares; 2025Q3: 28,462 shares 28,462 $8.08M 0.47% -365 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: 16,345 shares; 2024Q4: 23,680 shares; 2025Q1: 26,479 shares; 2025Q2: 29,524 shares; 2025Q3: 30,741 shares 30,741 $8.03M 0.46% +1,217 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: 2,607 shares; 2024Q4: 2,933 shares; 2025Q1: 44,920 shares; 2025Q2: 69,484 shares; 2025Q3: 77,139 shares 77,139 $7.74M 0.45% +7,655 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,796 shares; 2024Q4: 179,960 shares; 2025Q1: 165,276 shares; 2025Q2: 141,812 shares; 2025Q3: 152,371 shares 152,371 $7.71M 0.44% +10,559 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: not reported; 2024Q4: not reported; 2025Q1: 25,059 shares; 2025Q2: 26,471 shares; 2025Q3: 27,489 shares 27,489 $7.62M 0.44% +1,018 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,986 shares; 2024Q4: 46,729 shares; 2025Q1: 54,114 shares; 2025Q2: 56,782 shares; 2025Q3: 53,232 shares 53,232 $7.58M 0.44% -3,550 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: 10,774 shares; 2024Q4: 13,815 shares; 2025Q1: 13,510 shares; 2025Q2: 14,521 shares; 2025Q3: 15,801 shares 15,801 $7.52M 0.43% +1,280 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: 63,428 shares; 2024Q4: 64,952 shares; 2025Q1: 45,315 shares; 2025Q2: 45,968 shares; 2025Q3: 43,020 shares 43,020 $7.44M 0.43% -2,948 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: 21,972 shares; 2024Q4: 35,395 shares; 2025Q1: 43,902 shares; 2025Q2: 49,318 shares; 2025Q3: 51,163 shares 51,163 $7.35M 0.42% +1,845 Timeline IGSB 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: 76,173 shares; 2024Q4: 78,259 shares; 2025Q1: 124,580 shares; 2025Q2: 129,677 shares; 2025Q3: 139,099 shares 139,099 $7.34M 0.42% +9,422 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,364 shares; 2024Q4: 151,012 shares; 2025Q1: 163,705 shares; 2025Q2: 161,383 shares; 2025Q3: 158,643 shares 158,643 $7.3M 0.42% -2,740 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: 14,745 shares; 2024Q4: 21,449 shares; 2025Q1: 21,154 shares; 2025Q2: 21,721 shares; 2025Q3: 21,610 shares 21,610 $7.28M 0.42% -111 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,517 shares; 2024Q4: 181,515 shares; 2025Q1: 261,073 shares; 2025Q2: 306,743 shares; 2025Q3: 347,905 shares 347,905 $7.27M 0.42% +41,162 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,425 shares; 2024Q4: 29,813 shares; 2025Q1: 35,821 shares; 2025Q2: 40,564 shares; 2025Q3: 41,921 shares 41,921 $7.24M 0.42% +1,357 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: 15,795 shares; 2024Q4: 25,635 shares; 2025Q1: 28,934 shares; 2025Q2: 32,858 shares; 2025Q3: 33,865 shares 33,865 $7.18M 0.41% +1,007 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,823 shares; 2024Q4: 82,998 shares; 2025Q1: 87,161 shares; 2025Q2: 93,575 shares; 2025Q3: 96,064 shares 96,064 $7.15M 0.41% +2,489 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: 63,616 shares; 2024Q4: 70,815 shares; 2025Q1: 63,318 shares; 2025Q2: 66,105 shares; 2025Q3: 70,279 shares 70,279 $7.14M 0.41% +4,174 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: 10,657 shares; 2024Q4: 23,028 shares; 2025Q1: 21,864 shares; 2025Q2: 23,023 shares; 2025Q3: 23,557 shares 23,557 $7.11M 0.41% +534 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: 8,050 shares; 2024Q4: 11,831 shares; 2025Q1: 11,625 shares; 2025Q2: 12,050 shares; 2025Q3: 12,547 shares 12,547 $6.93M 0.4% +497 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: 4,683 shares; 2024Q4: 5,876 shares; 2025Q1: 6,680 shares; 2025Q2: 7,223 shares; 2025Q3: 7,414 shares 7,414 $6.65M 0.38% +191 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: 20,164 shares; 2024Q4: 30,483 shares; 2025Q1: 35,730 shares; 2025Q2: 40,097 shares; 2025Q3: 41,680 shares 41,680 $6.42M 0.37% +1,583 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: 54,868 shares; 2024Q4: 77,379 shares; 2025Q1: 106,239 shares; 2025Q2: 115,208 shares; 2025Q3: 118,458 shares 118,458 $6.34M 0.37% +3,250 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: 8,047 shares; 2024Q4: 10,453 shares; 2025Q1: 10,842 shares; 2025Q2: 11,519 shares; 2025Q3: 11,525 shares 11,525 $6.27M 0.36% +6 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,033 shares; 2024Q4: 118,113 shares; 2025Q1: 116,387 shares; 2025Q2: 124,570 shares; 2025Q3: 124,734 shares 124,734 $6.26M 0.36% +164 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 15,164 shares; 2025Q1: 20,238 shares; 2025Q2: 22,344 shares; 2025Q3: 23,629 shares 23,629 $6.24M 0.36% +1,285 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: 81,790 shares; 2024Q4: 118,494 shares; 2025Q1: 140,628 shares; 2025Q2: 153,566 shares; 2025Q3: 157,831 shares 157,831 $6.23M 0.36% +4,265 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,934 shares; 2024Q4: 151,813 shares; 2025Q1: 128,884 shares; 2025Q2: 105,833 shares; 2025Q3: 83,878 shares 83,878 $6.23M 0.36% -21,955 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,288 shares; 2024Q4: 24,287 shares; 2025Q1: 31,802 shares; 2025Q2: 33,175 shares; 2025Q3: 34,631 shares 34,631 $6.04M 0.35% +1,456 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: 15,577 shares; 2025Q1: 17,574 shares; 2025Q2: 19,252 shares; 2025Q3: 19,811 shares 19,811 $6.04M 0.35% +559 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: not reported; 2024Q4: not reported; 2025Q1: 9,009 shares; 2025Q2: 9,431 shares; 2025Q3: 9,518 shares 9,518 $6.02M 0.35% +87 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: 34,193 shares; 2024Q4: 37,316 shares; 2025Q1: 34,071 shares; 2025Q2: 33,824 shares; 2025Q3: 33,817 shares 33,817 $5.99M 0.35% -7 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,756 shares; 2024Q4: 58,976 shares; 2025Q1: 76,298 shares; 2025Q2: 89,189 shares; 2025Q3: 93,764 shares 93,764 $5.94M 0.34% +4,575 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,316 shares; 2024Q4: 115,340 shares; 2025Q1: 122,524 shares; 2025Q2: 124,152 shares; 2025Q3: 123,376 shares 123,376 $5.93M 0.34% -776 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,822 shares; 2024Q4: 75,364 shares; 2025Q1: 95,976 shares; 2025Q2: 107,728 shares; 2025Q3: 125,847 shares 125,847 $5.91M 0.34% +18,119 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: 12,394 shares; 2024Q4: 17,153 shares; 2025Q1: 13,265 shares; 2025Q2: 14,970 shares; 2025Q3: 15,547 shares 15,547 $5.88M 0.34% +577 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: 31,634 shares; 2025Q1: 33,555 shares; 2025Q2: 35,556 shares; 2025Q3: 37,181 shares 37,181 $5.86M 0.34% +1,625 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: 43,212 shares; 2024Q4: 41,923 shares; 2025Q1: 47,125 shares; 2025Q2: 50,280 shares; 2025Q3: 56,932 shares 56,932 $5.68M 0.33% +6,652 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: 2,928 shares; 2024Q4: 5,929 shares; 2025Q1: 6,866 shares; 2025Q2: 7,629 shares; 2025Q3: 8,395 shares 8,395 $5.68M 0.33% +766 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: 149,791 shares; 2024Q4: 153,141 shares; 2025Q1: 164,286 shares; 2025Q2: 169,398 shares; 2025Q3: 169,039 shares 169,039 $5.67M 0.33% -359 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: 228,854 shares; 2024Q4: 233,549 shares; 2025Q1: 231,082 shares; 2025Q2: 220,818 shares; 2025Q3: 210,061 shares 210,061 $5.56M 0.32% -10,757 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 13,528 shares; 2025Q1: 16,947 shares; 2025Q2: 19,891 shares; 2025Q3: 21,550 shares 21,550 $5.48M 0.32% +1,659 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: 13,658 shares; 2024Q4: 21,041 shares; 2025Q1: 26,232 shares; 2025Q2: 29,291 shares; 2025Q3: 30,294 shares 30,294 $5.47M 0.32% +1,003 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: 24,078 shares; 2024Q4: 24,950 shares; 2025Q1: 14,351 shares; 2025Q2: 12,088 shares; 2025Q3: 11,625 shares 11,625 $5.44M 0.31% -463 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,412 shares; 2024Q4: 145,710 shares; 2025Q1: 145,225 shares; 2025Q2: 145,732 shares; 2025Q3: 148,842 shares 148,842 $5.38M 0.31% +3,110 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: 30,870 shares; 2024Q4: 45,804 shares; 2025Q1: 51,333 shares; 2025Q2: 57,126 shares; 2025Q3: 59,358 shares 59,358 $5.35M 0.31% +2,232 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: 20,253 shares; 2024Q4: 31,378 shares; 2025Q1: 38,624 shares; 2025Q2: 43,977 shares; 2025Q3: 46,771 shares 46,771 $5.32M 0.31% +2,794 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 4,081 shares; 2025Q1: 5,529 shares; 2025Q2: 6,588 shares; 2025Q3: 5,387 shares 5,387 $5.27M 0.3% -1,201 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 31,682 shares; 2025Q1: 36,140 shares; 2025Q2: 39,728 shares; 2025Q3: 41,271 shares 41,271 $5.23M 0.3% +1,543 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: 3,997 shares; 2024Q4: 8,063 shares; 2025Q1: 8,947 shares; 2025Q2: 9,913 shares; 2025Q3: 9,600 shares 9,600 $5.22M 0.3% -313 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: not reported; 2024Q4: 606 shares; 2025Q1: 9,809 shares; 2025Q2: 11,632 shares; 2025Q3: 11,909 shares 11,909 $5.21M 0.3% +277 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 9,773 shares; 2025Q1: 11,012 shares; 2025Q2: 12,988 shares; 2025Q3: 12,214 shares 12,214 $5.2M 0.3% -774 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 53,746 shares; 2025Q2: 56,288 shares; 2025Q3: 57,952 shares 57,952 $5.14M 0.3% +1,664 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: 13,520 shares; 2024Q4: 13,936 shares; 2025Q1: 6,599 shares; 2025Q2: 6,578 shares; 2025Q3: 6,437 shares 6,437 $5.12M 0.3% -141 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: 14,594 shares; 2024Q4: 25,224 shares; 2025Q1: 29,821 shares; 2025Q2: 33,536 shares; 2025Q3: 34,997 shares 34,997 $5.05M 0.29% +1,461 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: 6,715 shares; 2024Q4: 12,145 shares; 2025Q1: 14,016 shares; 2025Q2: 15,964 shares; 2025Q3: 16,923 shares 16,923 $5.02M 0.29% +959 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: 23,906 shares; 2024Q4: 38,367 shares; 2025Q1: 44,864 shares; 2025Q2: 48,709 shares; 2025Q3: 43,808 shares 43,808 $4.91M 0.28% -4,901 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: 11,709 shares; 2024Q4: 19,691 shares; 2025Q1: 23,008 shares; 2025Q2: 25,880 shares; 2025Q3: 26,278 shares 26,278 $4.89M 0.28% +398 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: not reported; 2024Q4: 1,839 shares; 2025Q1: 29,704 shares; 2025Q2: 32,922 shares; 2025Q3: 34,939 shares 34,939 $4.89M 0.28% +2,017 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: not reported; 2024Q4: not reported; 2025Q1: 8,601 shares; 2025Q2: 9,115 shares; 2025Q3: 9,899 shares 9,899 $4.81M 0.28% +784 Timeline DFAR 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: 329,062 shares; 2024Q4: 324,288 shares; 2025Q1: 278,425 shares; 2025Q2: 238,937 shares; 2025Q3: 205,410 shares 205,410 $4.78M 0.28% -33,527 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: 21,480 shares; 2024Q4: 31,256 shares; 2025Q1: 32,428 shares; 2025Q2: 32,746 shares; 2025Q3: 33,051 shares 33,051 $4.78M 0.28% +305 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,381 shares; 2024Q4: 52,231 shares; 2025Q1: 75,207 shares; 2025Q2: 79,086 shares; 2025Q3: 79,471 shares 79,471 $4.71M 0.27% +385 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: 10,258 shares; 2024Q4: 15,022 shares; 2025Q1: 16,730 shares; 2025Q2: 19,180 shares; 2025Q3: 18,948 shares 18,948 $4.71M 0.27% -232 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: 26,109 shares; 2024Q4: 26,183 shares; 2025Q1: 23,245 shares; 2025Q2: 22,746 shares; 2025Q3: 21,625 shares 21,625 $4.67M 0.27% -1,121 Timeline VGLT 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: 30,781 shares; 2024Q4: 45,672 shares; 2025Q1: 59,166 shares; 2025Q2: 67,671 shares; 2025Q3: 78,912 shares 78,912 $4.5M 0.26% +11,241 Timeline VWOB 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: 44,869 shares; 2024Q4: 51,901 shares; 2025Q1: 57,367 shares; 2025Q2: 60,856 shares; 2025Q3: 66,251 shares 66,251 $4.47M 0.26% +5,395 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: 11,061 shares; 2024Q4: 11,073 shares; 2025Q1: 11,350 shares; 2025Q2: 11,783 shares; 2025Q3: 12,328 shares 12,328 $4.46M 0.26% +545 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,165 shares; 2024Q4: 29,271 shares; 2025Q1: 32,508 shares; 2025Q2: 52,087 shares; 2025Q3: 48,441 shares 48,441 $4.43M 0.26% -3,646 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: 10,578 shares; 2024Q4: 13,071 shares; 2025Q1: 11,396 shares; 2025Q2: 12,804 shares; 2025Q3: 12,913 shares 12,913 $4.36M 0.25% +109 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: 5,570 shares; 2024Q4: 11,282 shares; 2025Q1: 14,280 shares; 2025Q2: 15,868 shares; 2025Q3: 16,917 shares 16,917 $4.35M 0.25% +1,049 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,270 shares; 2024Q4: 318,849 shares; 2025Q1: 407,031 shares; 2025Q2: 487,062 shares; 2025Q3: 553,250 shares 553,250 $4.35M 0.25% +66,188 SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,951 shares; 2024Q4: 153,127 shares; 2025Q1: 152,738 shares; 2025Q2: 147,175 shares; 2025Q3: 145,509 shares 145,509 $4.29M 0.25% -1,666 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,275 shares; 2024Q4: 134,073 shares; 2025Q1: 147,488 shares; 2025Q2: 150,809 shares; 2025Q3: 157,054 shares 157,054 $4.25M 0.25% +6,245 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,289 shares; 2024Q4: 47,864 shares; 2025Q1: 59,849 shares; 2025Q2: 68,616 shares; 2025Q3: 61,529 shares 61,529 $4.2M 0.24% -7,087 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,126 shares; 2025Q2: 20,717 shares; 2025Q3: 21,558 shares 21,558 $4.16M 0.24% +841 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: 10,488 shares; 2024Q4: 12,166 shares; 2025Q1: 9,481 shares; 2025Q2: 11,572 shares; 2025Q3: 12,456 shares 12,456 $4.16M 0.24% +884 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: 8,832 shares; 2024Q4: 9,205 shares; 2025Q1: 9,678 shares; 2025Q2: 10,552 shares; 2025Q3: 11,544 shares 11,544 $4.13M 0.24% +992 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 10,490 shares; 2025Q1: 13,140 shares; 2025Q2: 15,874 shares; 2025Q3: 17,091 shares 17,091 $4.09M 0.24% +1,217 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: 6,863 shares; 2024Q4: 8,466 shares; 2025Q1: 8,427 shares; 2025Q2: 8,015 shares; 2025Q3: 8,358 shares 8,358 $4.08M 0.24% +343 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: 56,456 shares; 2024Q4: 58,416 shares; 2025Q1: 61,331 shares; 2025Q2: 65,247 shares; 2025Q3: 67,456 shares 67,456 $4.08M 0.24% +2,209 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: 3,999 shares; 2024Q4: 5,527 shares; 2025Q1: 6,869 shares; 2025Q2: 7,900 shares; 2025Q3: 8,187 shares 8,187 $3.99M 0.23% +287 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: 13,150 shares; 2024Q4: 22,345 shares; 2025Q1: 28,797 shares; 2025Q2: 32,877 shares; 2025Q3: 27,267 shares 27,267 $3.94M 0.23% -5,610 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: 27,188 shares; 2024Q4: 43,947 shares; 2025Q1: 50,853 shares; 2025Q2: 55,379 shares; 2025Q3: 57,734 shares 57,734 $3.92M 0.23% +2,355 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,095 shares; 2024Q4: 12,304 shares; 2025Q1: 14,242 shares; 2025Q2: 15,533 shares; 2025Q3: 14,601 shares 14,601 $3.85M 0.22% -932 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: 4,647 shares; 2024Q4: 6,809 shares; 2025Q1: 10,373 shares; 2025Q2: 12,116 shares; 2025Q3: 12,968 shares 12,968 $3.84M 0.22% +852 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: 18,726 shares; 2024Q4: 37,441 shares; 2025Q1: 45,982 shares; 2025Q2: 53,510 shares; 2025Q3: 46,252 shares 46,252 $3.84M 0.22% -7,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,802 shares 43,802 $3.83M 0.22% new 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: 166,964 shares; 2024Q4: 187,331 shares; 2025Q1: 161,846 shares; 2025Q2: 160,045 shares; 2025Q3: 160,426 shares 160,426 $3.82M 0.22% +381 Timeline DFSD 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: 91,324 shares; 2024Q4: 89,010 shares; 2025Q1: 84,211 shares; 2025Q2: 82,363 shares; 2025Q3: 76,994 shares 76,994 $3.71M 0.21% -5,369 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: 6,250 shares; 2024Q4: 10,451 shares; 2025Q1: 13,975 shares; 2025Q2: 15,757 shares; 2025Q3: 16,539 shares 16,539 $3.62M 0.21% +782 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: 8,297 shares; 2024Q4: 9,114 shares; 2025Q1: 9,494 shares; 2025Q2: 10,188 shares; 2025Q3: 10,582 shares 10,582 $3.62M 0.21% +394 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,580 shares; 2025Q1: 13,953 shares; 2025Q2: 16,518 shares; 2025Q3: 17,275 shares 17,275 $3.58M 0.21% +757 Timeline FALN 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: 167,189 shares; 2024Q4: 170,955 shares; 2025Q1: 121,249 shares; 2025Q2: 124,852 shares; 2025Q3: 130,239 shares 130,239 $3.56M 0.21% +5,387 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: 10,161 shares; 2024Q4: 10,496 shares; 2025Q1: 10,824 shares; 2025Q2: 11,399 shares; 2025Q3: 11,922 shares 11,922 $3.49M 0.2% +523 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,558 shares; 2024Q4: 23,401 shares; 2025Q1: 38,573 shares; 2025Q2: 40,603 shares; 2025Q3: 41,578 shares 41,578 $3.42M 0.2% +975 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: 7,054 shares; 2024Q4: 11,817 shares; 2025Q1: 15,604 shares; 2025Q2: 10,840 shares; 2025Q3: 11,097 shares 11,097 $3.38M 0.2% +257 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: 13,148 shares; 2024Q4: 13,512 shares; 2025Q1: 13,524 shares; 2025Q2: 15,146 shares; 2025Q3: 16,342 shares 16,342 $3.33M 0.19% +1,196 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 38,889 shares; 2025Q1: 43,950 shares; 2025Q2: 50,440 shares; 2025Q3: 51,215 shares 51,215 $3.31M 0.19% +775 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 15,301 shares; 2025Q1: 16,286 shares; 2025Q2: 16,132 shares; 2025Q3: 15,737 shares 15,737 $3.24M 0.19% -395 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,545 shares; 2024Q4: 62,886 shares; 2025Q1: 67,252 shares; 2025Q2: 71,097 shares; 2025Q3: 72,596 shares 72,596 $3.2M 0.18% +1,499 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,019 shares 194,019 $3.14M 0.18% new 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: 2,502 shares; 2024Q4: 2,762 shares; 2025Q1: 2,288 shares; 2025Q2: 2,244 shares; 2025Q3: 4,553 shares 4,553 $3.13M 0.18% +2,309 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: 4,482 shares; 2024Q4: 5,320 shares; 2025Q1: 6,560 shares; 2025Q2: 7,379 shares; 2025Q3: 7,907 shares 7,907 $3.11M 0.18% +528 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: 2,021 shares; 2024Q4: 2,894 shares; 2025Q1: 3,967 shares; 2025Q2: 4,958 shares; 2025Q3: 5,100 shares 5,100 $3.07M 0.18% +142 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: not reported; 2024Q4: not reported; 2025Q1: 11,381 shares; 2025Q2: 12,050 shares; 2025Q3: 12,262 shares 12,262 $3.03M 0.17% +212 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,526 shares; 2024Q4: 33,559 shares; 2025Q1: 46,822 shares; 2025Q2: 52,010 shares; 2025Q3: 52,777 shares 52,777 $2.98M 0.17% +767 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: 4,478 shares; 2024Q4: 5,456 shares; 2025Q1: 21,465 shares; 2025Q2: 25,079 shares; 2025Q3: 24,343 shares 24,343 $2.94M 0.17% -736 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: 56,250 shares; 2024Q4: 57,499 shares; 2025Q1: 34,323 shares; 2025Q2: 36,269 shares; 2025Q3: 38,280 shares 38,280 $2.9M 0.17% +2,011 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: 1,900 shares; 2024Q4: 2,486 shares; 2025Q1: 2,445 shares; 2025Q2: 2,684 shares; 2025Q3: 2,635 shares 2,635 $2.81M 0.16% -49 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,980 shares; 2025Q2: 20,469 shares; 2025Q3: 20,731 shares 20,731 $2.81M 0.16% +262 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,499 shares; 2024Q4: 192,071 shares; 2025Q1: 270,601 shares; 2025Q2: 275,324 shares; 2025Q3: 345,385 shares 345,385 $2.79M 0.16% +70,061 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 21,234 shares; 2025Q1: 21,190 shares; 2025Q2: 21,169 shares; 2025Q3: 20,903 shares 20,903 $2.74M 0.16% -266 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: 11,112 shares; 2024Q4: 12,565 shares; 2025Q1: 12,016 shares; 2025Q2: 13,071 shares; 2025Q3: 13,925 shares 13,925 $2.74M 0.16% +854 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: 7,594 shares; 2024Q4: 8,186 shares; 2025Q1: 10,254 shares; 2025Q2: 11,154 shares; 2025Q3: 12,148 shares 12,148 $2.6M 0.15% +994 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: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,902 shares; 2025Q3: 1,970 shares 1,970 $2.56M 0.15% +68 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 3,218 shares; 2025Q1: 3,782 shares; 2025Q2: 4,767 shares; 2025Q3: 4,904 shares 4,904 $2.54M 0.15% +137 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: 23,405 shares; 2024Q4: 31,350 shares; 2025Q1: 29,678 shares; 2025Q2: 29,154 shares; 2025Q3: 28,886 shares 28,886 $2.52M 0.15% -268 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,869 shares; 2024Q4: 103,042 shares; 2025Q1: 112,171 shares; 2025Q2: 122,665 shares; 2025Q3: 124,128 shares 124,128 $2.47M 0.14% +1,463 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: 15,834 shares; 2024Q4: 16,082 shares; 2025Q1: 17,200 shares; 2025Q2: 17,686 shares; 2025Q3: 17,576 shares 17,576 $2.46M 0.14% -110 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,928 shares 39,928 $2.32M 0.13% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,063 shares; 2025Q1: 1,162 shares; 2025Q2: 1,332 shares; 2025Q3: 1,370 shares 1,370 $2.26M 0.13% +38 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: 4,222 shares; 2024Q4: 5,994 shares; 2025Q1: 7,373 shares; 2025Q2: 9,070 shares; 2025Q3: 9,513 shares 9,513 $2.26M 0.13% +443 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,961 shares; 2024Q4: 112,485 shares; 2025Q1: 125,640 shares; 2025Q2: 146,215 shares; 2025Q3: 145,590 shares 145,590 $2.21M 0.13% -625 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,962 shares; 2024Q4: 103,083 shares; 2025Q1: 112,927 shares; 2025Q2: 130,285 shares; 2025Q3: 135,872 shares 135,872 $2.19M 0.13% +5,587 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,810 shares; 2024Q4: 70,600 shares; 2025Q1: 56,914 shares; 2025Q2: 45,223 shares; 2025Q3: 36,379 shares 36,379 $2.18M 0.13% -8,844 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: 9,738 shares; 2024Q4: 10,033 shares; 2025Q1: 9,441 shares; 2025Q2: 9,411 shares; 2025Q3: 9,163 shares 9,163 $2.16M 0.12% -248 Timeline SCHZ 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: 108,945 shares; 2024Q4: 104,016 shares; 2025Q1: 95,402 shares; 2025Q2: 90,689 shares; 2025Q3: 91,354 shares 91,354 $2.14M 0.12% +665 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: 30,798 shares; 2024Q4: 30,074 shares; 2025Q1: 29,011 shares; 2025Q2: 24,548 shares; 2025Q3: 23,965 shares 23,965 $2.12M 0.12% -583 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,471 shares; 2024Q4: 111,441 shares; 2025Q1: 120,335 shares; 2025Q2: 93,933 shares; 2025Q3: 89,897 shares 89,897 $2.12M 0.12% -4,036 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: not reported; 2024Q4: 9,186 shares; 2025Q1: 11,282 shares; 2025Q2: 13,229 shares; 2025Q3: 13,097 shares 13,097 $2.06M 0.12% -132 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,702 shares; 2024Q4: 83,685 shares; 2025Q1: 67,900 shares; 2025Q2: 51,478 shares; 2025Q3: 40,795 shares 40,795 $2.04M 0.12% -10,683 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 50,888 shares; 2025Q3: 53,663 shares 53,663 $2.04M 0.12% +2,775 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: 60,813 shares; 2024Q4: 69,690 shares; 2025Q1: 77,228 shares; 2025Q2: 91,354 shares; 2025Q3: 94,273 shares 94,273 $2.03M 0.12% +2,919 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: 6,624 shares; 2024Q4: 9,220 shares; 2025Q1: 13,915 shares; 2025Q2: 17,034 shares; 2025Q3: 17,769 shares 17,769 $2M 0.12% +735 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: 14,464 shares; 2024Q4: 21,509 shares; 2025Q1: 23,719 shares; 2025Q2: 26,300 shares; 2025Q3: 13,479 shares 13,479 $2M 0.12% -12,821 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 20,176 shares; 2025Q2: 35,119 shares; 2025Q3: 45,936 shares 45,936 $1.96M 0.11% +10,817 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,939 shares; 2024Q4: 53,160 shares; 2025Q1: 53,536 shares; 2025Q2: 57,451 shares; 2025Q3: 61,621 shares 61,621 $1.94M 0.11% +4,170 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: 30,583 shares; 2024Q4: 36,238 shares; 2025Q1: 38,780 shares; 2025Q2: 42,077 shares; 2025Q3: 41,574 shares 41,574 $1.94M 0.11% -503 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: 2,355 shares; 2024Q4: 2,665 shares; 2025Q1: 1,831 shares; 2025Q2: 1,823 shares; 2025Q3: 1,760 shares 1,760 $1.94M 0.11% -63 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $1.92M 0.11% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,399 shares; 2024Q4: 59,594 shares; 2025Q1: 63,491 shares; 2025Q2: 66,906 shares; 2025Q3: 67,803 shares 67,803 $1.9M 0.11% +897 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: 50,099 shares 50,099 $1.88M 0.11% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 2,461 shares; 2025Q1: 2,364 shares; 2025Q2: 3,011 shares; 2025Q3: 3,154 shares 3,154 $1.87M 0.11% +143 Timeline VNET VNET GROUP INC More: the full row for VNET 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: 153,406 shares; 2025Q2: 194,664 shares; 2025Q3: 183,482 shares 183,482 $1.86M 0.11% -11,182 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: 13,909 shares; 2024Q4: 17,789 shares; 2025Q1: 21,323 shares; 2025Q2: 25,232 shares; 2025Q3: 26,172 shares 26,172 $1.83M 0.11% +940 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,899 shares; 2025Q1: 137,674 shares; 2025Q2: 177,706 shares; 2025Q3: 164,109 shares 164,109 $1.79M 0.1% -13,597 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: not reported; 2024Q4: not reported; 2025Q1: 13,439 shares; 2025Q2: 16,279 shares; 2025Q3: 16,753 shares 16,753 $1.77M 0.1% +474 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: 4,685 shares; 2024Q4: 4,846 shares; 2025Q1: 5,233 shares; 2025Q2: 5,321 shares; 2025Q3: 5,723 shares 5,723 $1.77M 0.1% +402 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,768 shares; 2024Q4: 26,789 shares; 2025Q1: 27,154 shares; 2025Q2: 29,126 shares; 2025Q3: 28,963 shares 28,963 $1.76M 0.1% -163 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: 6,067 shares; 2025Q1: 7,159 shares; 2025Q2: 8,879 shares; 2025Q3: 8,962 shares 8,962 $1.74M 0.1% +83 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: not reported; 2024Q4: 5,406 shares; 2025Q1: 5,217 shares; 2025Q2: 6,800 shares; 2025Q3: 7,359 shares 7,359 $1.73M 0.1% +559 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,557 shares; 2024Q4: 121,710 shares; 2025Q1: 118,706 shares; 2025Q2: 115,144 shares; 2025Q3: 113,390 shares 113,390 $1.71M 0.1% -1,754 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,656 shares; 2024Q4: 45,401 shares; 2025Q1: 47,189 shares; 2025Q2: 48,303 shares; 2025Q3: 48,917 shares 48,917 $1.71M 0.1% +614 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 16,670 shares; 2025Q1: 18,545 shares; 2025Q2: 18,934 shares; 2025Q3: 19,130 shares 19,130 $1.71M 0.1% +196 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,704 shares; 2025Q2: 15,001 shares; 2025Q3: 15,001 shares 15,001 $1.69M 0.1% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 19,440 shares; 2025Q1: 21,741 shares; 2025Q2: 23,112 shares; 2025Q3: 23,406 shares 23,406 $1.68M 0.1% +294 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,705 shares; 2025Q1: 2,980 shares; 2025Q2: 3,197 shares; 2025Q3: 3,224 shares 3,224 $1.67M 0.1% +27 Timeline 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: 6,582 shares; 2024Q4: 6,528 shares; 2025Q1: 9,974 shares; 2025Q2: 10,429 shares; 2025Q3: 10,239 shares 10,239 $1.66M 0.1% -190 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: 6,281 shares; 2024Q4: 7,234 shares; 2025Q1: 6,712 shares; 2025Q2: 5,313 shares; 2025Q3: 4,858 shares 4,858 $1.63M 0.09% -455 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,912 shares; 2025Q1: 2,814 shares; 2025Q2: 3,712 shares; 2025Q3: 3,912 shares 3,912 $1.61M 0.09% +200 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,396 shares; 2025Q1: 11,550 shares; 2025Q2: 45,956 shares; 2025Q3: 56,976 shares 56,976 $1.6M 0.09% +11,020 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: 10,070 shares; 2024Q4: 11,265 shares; 2025Q1: 12,592 shares; 2025Q2: 12,993 shares; 2025Q3: 13,448 shares 13,448 $1.59M 0.09% +455 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,488 shares; 2024Q4: 28,338 shares; 2025Q1: 29,703 shares; 2025Q2: 33,248 shares; 2025Q3: 32,087 shares 32,087 $1.58M 0.09% -1,161 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 19,111 shares; 2025Q1: 19,079 shares; 2025Q2: 17,596 shares; 2025Q3: 17,382 shares 17,382 $1.55M 0.09% -214 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 9,761 shares; 2025Q1: 12,776 shares; 2025Q2: 16,172 shares; 2025Q3: 17,037 shares 17,037 $1.55M 0.09% +865 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 5,744 shares; 2025Q1: 5,195 shares; 2025Q2: 5,891 shares; 2025Q3: 5,963 shares 5,963 $1.55M 0.09% +72 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: 3,512 shares; 2024Q4: 7,388 shares; 2025Q1: 7,862 shares; 2025Q2: 7,981 shares; 2025Q3: 8,303 shares 8,303 $1.54M 0.09% +322 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,762 shares; 2025Q1: 3,508 shares; 2025Q2: 4,528 shares; 2025Q3: 4,782 shares 4,782 $1.52M 0.09% +254 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 4,606 shares; 2025Q1: 5,693 shares; 2025Q2: 7,326 shares; 2025Q3: 7,706 shares 7,706 $1.51M 0.09% +380 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 561 shares; 2025Q1: 649 shares; 2025Q2: 745 shares; 2025Q3: 770 shares 770 $1.51M 0.09% +25 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 87,481 shares; 2025Q3: 93,332 shares 93,332 $1.49M 0.09% +5,851 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 8,651 shares; 2025Q1: 10,495 shares; 2025Q2: 12,075 shares; 2025Q3: 11,984 shares 11,984 $1.49M 0.09% -91 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 28,326 shares; 2025Q1: 32,021 shares; 2025Q2: 32,668 shares; 2025Q3: 34,520 shares 34,520 $1.48M 0.09% +1,852 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: 18,856 shares; 2024Q4: 21,326 shares; 2025Q1: 21,371 shares; 2025Q2: 21,544 shares; 2025Q3: 22,822 shares 22,822 $1.48M 0.09% +1,278 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: not reported; 2024Q4: not reported; 2025Q1: 5,994 shares; 2025Q2: 7,139 shares; 2025Q3: 7,294 shares 7,294 $1.47M 0.08% +155 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,247 shares; 2025Q1: 70,892 shares; 2025Q2: 71,090 shares; 2025Q3: 55,349 shares 55,349 $1.46M 0.08% -15,741 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 2,643 shares; 2025Q1: 2,893 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares 2,896 $1.45M 0.08% 0 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,092 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,934 shares 65,934 $1.45M 0.08% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 137,929 shares 137,929 $1.44M 0.08% new 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: 6,809 shares; 2024Q4: 7,743 shares; 2025Q1: 8,472 shares; 2025Q2: 8,851 shares; 2025Q3: 8,760 shares 8,760 $1.44M 0.08% -91 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,896 shares; 2024Q4: 78,219 shares; 2025Q1: 74,405 shares; 2025Q2: 57,825 shares; 2025Q3: 42,525 shares 42,525 $1.44M 0.08% -15,300 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,547 shares; 2025Q1: 3,382 shares; 2025Q2: 5,667 shares; 2025Q3: 5,775 shares 5,775 $1.43M 0.08% +108 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,268 shares; 2024Q4: 42,823 shares; 2025Q1: 47,917 shares; 2025Q2: 56,436 shares; 2025Q3: 32,402 shares 32,402 $1.43M 0.08% -24,034 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 11,763 shares; 2025Q1: 13,378 shares; 2025Q2: 15,009 shares; 2025Q3: 15,869 shares 15,869 $1.43M 0.08% +860 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: 3,441 shares; 2024Q4: 3,488 shares; 2025Q1: 3,586 shares; 2025Q2: 3,612 shares; 2025Q3: 3,664 shares 3,664 $1.42M 0.08% +52 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,252 shares; 2024Q4: 12,416 shares; 2025Q1: 17,231 shares; 2025Q2: 18,909 shares; 2025Q3: 19,441 shares 19,441 $1.41M 0.08% +532 Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,339 shares; 2024Q4: 272,512 shares; 2025Q1: 264,476 shares; 2025Q2: 167,837 shares; 2025Q3: 245,176 shares 245,176 $1.41M 0.08% +77,339 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: 17,715 shares; 2024Q4: 16,604 shares; 2025Q1: 14,790 shares; 2025Q2: 14,183 shares; 2025Q3: 11,363 shares 11,363 $1.41M 0.08% -2,820 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 20,556 shares; 2025Q3: 21,560 shares 21,560 $1.4M 0.08% +1,004 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 13,783 shares; 2025Q1: 19,623 shares; 2025Q2: 24,862 shares; 2025Q3: 26,452 shares 26,452 $1.39M 0.08% +1,590 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: 4,982 shares; 2024Q4: 6,267 shares; 2025Q1: 6,318 shares; 2025Q2: 6,206 shares; 2025Q3: 6,671 shares 6,671 $1.36M 0.08% +465 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 37,311 shares; 2025Q3: 39,413 shares 39,413 $1.36M 0.08% +2,102 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,524 shares; 2024Q4: 61,077 shares; 2025Q1: 67,896 shares; 2025Q2: 80,550 shares; 2025Q3: 82,245 shares 82,245 $1.34M 0.08% +1,695 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 15,464 shares; 2025Q1: 17,295 shares; 2025Q2: 19,028 shares; 2025Q3: 19,750 shares 19,750 $1.31M 0.08% +722 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,826 shares; 2025Q1: 20,023 shares; 2025Q2: 19,548 shares; 2025Q3: 19,548 shares 19,548 $1.3M 0.08% 0 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: 9,797 shares; 2024Q4: 26,808 shares; 2025Q1: 23,746 shares; 2025Q2: 21,967 shares; 2025Q3: 21,232 shares 21,232 $1.3M 0.07% -735 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,657 shares; 2025Q1: 22,368 shares; 2025Q2: 31,929 shares; 2025Q3: 44,350 shares 44,350 $1.28M 0.07% +12,421 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: 1,832 shares; 2024Q4: 2,248 shares; 2025Q1: 2,597 shares; 2025Q2: 2,979 shares; 2025Q3: 3,093 shares 3,093 $1.27M 0.07% +114 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: 398 shares; 2024Q4: 460 shares; 2025Q1: 543 shares; 2025Q2: 586 shares; 2025Q3: 550 shares 550 $1.27M 0.07% -36 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,072 shares 125,072 $1.27M 0.07% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,926 shares; 2025Q1: 54,429 shares; 2025Q2: 64,999 shares; 2025Q3: 67,089 shares 67,089 $1.25M 0.07% +2,090 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 17,193 shares; 2025Q1: 19,862 shares; 2025Q2: 22,314 shares; 2025Q3: 23,057 shares 23,057 $1.25M 0.07% +743 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 13,216 shares; 2025Q1: 15,739 shares; 2025Q2: 18,957 shares; 2025Q3: 19,933 shares 19,933 $1.23M 0.07% +976 FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 5,603 shares; 2025Q1: 6,196 shares; 2025Q2: 7,250 shares; 2025Q3: 7,417 shares 7,417 $1.22M 0.07% +167 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,792 shares; 2024Q4: 24,693 shares; 2025Q1: 21,790 shares; 2025Q2: 23,707 shares; 2025Q3: 24,830 shares 24,830 $1.22M 0.07% +1,123 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,456 shares; 2024Q4: 12,044 shares; 2025Q1: 16,963 shares; 2025Q2: 18,971 shares; 2025Q3: 22,809 shares 22,809 $1.21M 0.07% +3,838 Timeline SHYG 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: 42,555 shares; 2024Q4: 42,679 shares; 2025Q1: 39,407 shares; 2025Q2: 36,081 shares; 2025Q3: 28,186 shares 28,186 $1.2M 0.07% -7,895 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: 1,919 shares; 2024Q4: 3,342 shares; 2025Q1: 3,717 shares; 2025Q2: 5,075 shares; 2025Q3: 7,940 shares 7,940 $1.19M 0.07% +2,865 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,588 shares 98,588 $1.19M 0.07% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,770 shares; 2025Q1: 3,168 shares; 2025Q2: 3,170 shares; 2025Q3: 3,145 shares 3,145 $1.16M 0.07% -25 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,588 shares 122,588 $1.16M 0.07% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,679 shares 21,679 $1.14M 0.07% new 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: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,403 shares; 2025Q2: 1,357 shares; 2025Q3: 1,444 shares 1,444 $1.13M 0.07% +87 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: 13,471 shares; 2024Q4: 20,295 shares; 2025Q1: 31,134 shares; 2025Q2: 38,031 shares; 2025Q3: 13,731 shares 13,731 $1.13M 0.07% -24,300 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,101 shares; 2024Q4: 168,958 shares; 2025Q1: 154,702 shares; 2025Q2: 132,850 shares; 2025Q3: 123,194 shares 123,194 $1.13M 0.07% -9,656 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,136 shares; 2024Q4: 109,220 shares; 2025Q1: 120,744 shares; 2025Q2: 143,517 shares; 2025Q3: 148,335 shares 148,335 $1.12M 0.06% +4,818 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,122 shares; 2024Q4: 22,175 shares; 2025Q1: 27,480 shares; 2025Q2: 24,499 shares; 2025Q3: 24,210 shares 24,210 $1.11M 0.06% -289 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: 3,813 shares; 2024Q4: 4,617 shares; 2025Q1: 5,044 shares; 2025Q2: 4,856 shares; 2025Q3: 4,615 shares 4,615 $1.1M 0.06% -241 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,509 shares; 2025Q1: 5,242 shares; 2025Q2: 5,749 shares; 2025Q3: 5,927 shares 5,927 $1.08M 0.06% +178 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,939 shares; 2025Q1: 6,182 shares; 2025Q2: 5,882 shares; 2025Q3: 5,226 shares 5,226 $1.07M 0.06% -656 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 7,987 shares; 2025Q1: 11,036 shares; 2025Q2: 13,280 shares; 2025Q3: 13,641 shares 13,641 $1.07M 0.06% +361 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 22,920 shares; 2025Q1: 19,895 shares; 2025Q2: 21,252 shares; 2025Q3: 21,202 shares 21,202 $1.07M 0.06% -50 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,266 shares; 2025Q1: 15,827 shares; 2025Q2: 18,393 shares; 2025Q3: 17,860 shares 17,860 $1.05M 0.06% -533 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: 1,718 shares; 2024Q4: 2,490 shares; 2025Q1: 3,333 shares; 2025Q2: 4,287 shares; 2025Q3: 4,523 shares 4,523 $1.05M 0.06% +236 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: 50,950 shares; 2024Q4: 46,216 shares; 2025Q1: 41,860 shares; 2025Q2: 39,311 shares; 2025Q3: 39,670 shares 39,670 $1.04M 0.06% +359 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,904 shares; 2025Q1: 2,285 shares; 2025Q2: 3,305 shares; 2025Q3: 3,562 shares 3,562 $1.01M 0.06% +257 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 7,962 shares; 2025Q1: 9,035 shares; 2025Q2: 10,866 shares; 2025Q3: 11,745 shares 11,745 $1.01M 0.06% +879 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: 1,207 shares; 2024Q4: 1,645 shares; 2025Q1: 2,467 shares; 2025Q2: 3,191 shares; 2025Q3: 4,451 shares 4,451 $1.01M 0.06% +1,260 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 14,997 shares; 2025Q1: 21,413 shares; 2025Q2: 26,953 shares; 2025Q3: 27,174 shares 27,174 $1M 0.06% +221 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 16,181 shares; 2025Q1: 13,274 shares; 2025Q2: 13,110 shares; 2025Q3: 12,760 shares 12,760 $1M 0.06% -350 Timeline JNK 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: 27,918 shares; 2024Q4: 21,402 shares; 2025Q1: 15,995 shares; 2025Q2: 11,807 shares; 2025Q3: 10,284 shares 10,284 $993K 0.06% -1,523 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: 3,380 shares; 2024Q4: 4,033 shares; 2025Q1: 5,433 shares; 2025Q2: 6,950 shares; 2025Q3: 7,060 shares 7,060 $991K 0.06% +110 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: 13,262 shares; 2024Q4: 13,553 shares; 2025Q1: 11,647 shares; 2025Q2: 10,744 shares; 2025Q3: 9,722 shares 9,722 $988K 0.06% -1,022 Timeline IONQ IONQ INC More: the full row for IONQ 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: 11,601 shares; 2025Q3: 16,846 shares 16,846 $984K 0.06% +5,245 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: 664 shares; 2024Q4: 2,133 shares; 2025Q1: 1,620 shares; 2025Q2: 1,511 shares; 2025Q3: 2,186 shares 2,186 $974K 0.06% +675 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 10,399 shares; 2025Q1: 12,929 shares; 2025Q2: 15,995 shares; 2025Q3: 15,880 shares 15,880 $962K 0.06% -115 Timeline VEON VEON LTD More: the full row for VEON 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: 19,813 shares 19,813 $953K 0.05% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,946 shares 4,946 $946K 0.05% new 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: not reported; 2024Q4: 5,072 shares; 2025Q1: 5,039 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares 5,021 $941K 0.05% 0 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares 4,402 $939K 0.05% new Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 7,113 shares 7,113 $927K 0.05% +507 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 3,232 shares; 2025Q1: 4,301 shares; 2025Q2: 5,498 shares; 2025Q3: 5,834 shares 5,834 $903K 0.05% +336 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 6,516 shares; 2025Q1: 7,429 shares; 2025Q2: 9,336 shares; 2025Q3: 9,812 shares 9,812 $897K 0.05% +476 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,119 shares; 2025Q3: 22,831 shares 22,831 $894K 0.05% +4,712 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,119 shares; 2025Q2: 47,143 shares; 2025Q3: 49,151 shares 49,151 $892K 0.05% +2,008 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 7,187 shares; 2025Q3: 15,868 shares 15,868 $884K 0.05% +8,681 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: 5,891 shares; 2024Q4: 6,074 shares; 2025Q1: 5,939 shares; 2025Q2: 5,528 shares; 2025Q3: 5,374 shares 5,374 $879K 0.05% -154 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: 2,166 shares; 2024Q4: 2,098 shares; 2025Q1: 1,833 shares; 2025Q2: 1,685 shares; 2025Q3: 1,509 shares 1,509 $877K 0.05% -176 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,000 shares; 2025Q1: 73,000 shares; 2025Q2: 73,000 shares; 2025Q3: 106,881 shares 106,881 $872K 0.05% +33,881 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,821 shares; 2025Q1: 3,402 shares; 2025Q2: 4,070 shares; 2025Q3: 4,086 shares 4,086 $871K 0.05% +16 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: 26,664 shares; 2025Q2: 35,541 shares; 2025Q3: 65,553 shares 65,553 $855K 0.05% +30,012 Timeline KC KINGSOFT CLOUD HLDGS LTD More: the full row for KINGSOFT CLOUD 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: 51,591 shares; 2025Q2: 66,274 shares; 2025Q3: 67,617 shares 67,617 $853K 0.05% +1,343 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: 2,939 shares; 2024Q4: 4,078 shares; 2025Q1: 11,908 shares; 2025Q2: 11,369 shares; 2025Q3: 10,507 shares 10,507 $851K 0.05% -862 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: 3,789 shares; 2024Q4: 5,021 shares; 2025Q1: 4,864 shares; 2025Q2: 5,094 shares; 2025Q3: 5,230 shares 5,230 $848K 0.05% +136 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,838 shares; 2025Q1: 4,517 shares; 2025Q2: 5,271 shares; 2025Q3: 5,616 shares 5,616 $846K 0.05% +345 Timeline YSG YATSEN HLDG LTD More: the full row for YATSEN HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,284 shares; 2025Q3: 129,705 shares 129,705 $833K 0.05% +7,421 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 19,805 shares; 2025Q1: 30,557 shares; 2025Q2: 32,935 shares; 2025Q3: 45,073 shares 45,073 $826K 0.05% +12,138 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,244 shares; 2025Q1: 1,446 shares; 2025Q2: 1,686 shares; 2025Q3: 1,757 shares 1,757 $821K 0.05% +71 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 3,026 shares; 2025Q1: 3,297 shares; 2025Q2: 4,024 shares; 2025Q3: 4,115 shares 4,115 $819K 0.05% +91 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,429 shares; 2025Q3: 5,723 shares 5,723 $810K 0.05% +2,294 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,339 shares; 2025Q2: 2,981 shares; 2025Q3: 3,028 shares 3,028 $802K 0.05% +47 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 2,595 shares; 2025Q1: 3,381 shares; 2025Q2: 4,326 shares; 2025Q3: 4,549 shares 4,549 $793K 0.05% +223 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: 2,453 shares; 2024Q4: 2,315 shares; 2025Q1: 2,108 shares; 2025Q2: 1,965 shares; 2025Q3: 1,850 shares 1,850 $793K 0.05% -115 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: 14,083 shares; 2025Q1: 10,808 shares; 2025Q2: 8,345 shares; 2025Q3: 7,350 shares 7,350 $792K 0.05% -995 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,817 shares; 2025Q1: 7,310 shares; 2025Q2: 8,904 shares; 2025Q3: 9,712 shares 9,712 $788K 0.05% +808 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: 1,100 shares; 2024Q4: 1,149 shares; 2025Q1: 1,295 shares; 2025Q2: 1,318 shares; 2025Q3: 1,351 shares 1,351 $785K 0.05% +33 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: not reported; 2024Q4: not reported; 2025Q1: 1,186 shares; 2025Q2: 1,146 shares; 2025Q3: 1,074 shares 1,074 $776K 0.04% -72 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,078 shares 17,078 $773K 0.04% new 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: 1,457 shares; 2024Q4: 1,992 shares; 2025Q1: 1,743 shares; 2025Q2: 1,594 shares; 2025Q3: 1,350 shares 1,350 $771K 0.04% -244 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: 941 shares; 2024Q4: 3,710 shares; 2025Q1: 3,296 shares; 2025Q2: 3,249 shares; 2025Q3: 3,136 shares 3,136 $770K 0.04% -113 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: 15,480 shares; 2024Q4: 14,820 shares; 2025Q1: 14,136 shares; 2025Q2: 12,636 shares; 2025Q3: 8,784 shares 8,784 $769K 0.04% -3,852 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 15,432 shares; 2025Q1: 18,638 shares; 2025Q2: 22,451 shares; 2025Q3: 24,883 shares 24,883 $757K 0.04% +2,432 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,493 shares; 2024Q4: 11,536 shares; 2025Q1: 21,628 shares; 2025Q2: 19,792 shares; 2025Q3: 9,113 shares 9,113 $754K 0.04% -10,679 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,386 shares; 2025Q1: 3,850 shares; 2025Q2: 3,583 shares; 2025Q3: 3,287 shares 3,287 $749K 0.04% -296 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: 3,247 shares; 2024Q4: 4,024 shares; 2025Q1: 6,494 shares; 2025Q2: 7,817 shares; 2025Q3: 8,066 shares 8,066 $748K 0.04% +249 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 7,341 shares; 2025Q1: 9,527 shares; 2025Q2: 12,205 shares; 2025Q3: 12,878 shares 12,878 $744K 0.04% +673 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: 3,549 shares; 2024Q4: 4,113 shares; 2025Q1: 3,646 shares; 2025Q2: 2,202 shares; 2025Q3: 1,307 shares 1,307 $739K 0.04% -895 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,006 shares; 2025Q2: 8,268 shares; 2025Q3: 9,895 shares 9,895 $730K 0.04% +1,627 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,858 shares; 2025Q1: 1,723 shares; 2025Q2: 1,569 shares; 2025Q3: 1,409 shares 1,409 $724K 0.04% -160 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: 702 shares; 2024Q4: 1,048 shares; 2025Q1: 1,364 shares; 2025Q2: 1,757 shares; 2025Q3: 1,862 shares 1,862 $723K 0.04% +105 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,347 shares; 2024Q4: 41,069 shares; 2025Q1: 48,724 shares; 2025Q2: 57,874 shares; 2025Q3: 61,559 shares 61,559 $719K 0.04% +3,685 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: 920 shares; 2024Q4: 1,045 shares; 2025Q1: 3,030 shares; 2025Q2: 2,846 shares; 2025Q3: 2,113 shares 2,113 $718K 0.04% -733 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,137 shares; 2024Q4: 19,691 shares; 2025Q1: 17,608 shares; 2025Q2: 20,021 shares; 2025Q3: 14,955 shares 14,955 $713K 0.04% -5,066 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,599 shares; 2025Q1: 43,955 shares; 2025Q2: 51,410 shares; 2025Q3: 51,557 shares 51,557 $711K 0.04% +147 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 14,668 shares; 2025Q2: 18,687 shares; 2025Q3: 18,723 shares 18,723 $701K 0.04% +36 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 8,194 shares; 2025Q1: 10,932 shares; 2025Q2: 12,239 shares; 2025Q3: 11,739 shares 11,739 $689K 0.04% -500 Timeline HUCK HUCKLEBERRY AI INC More: the full row for HUCKLEBERRY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,492 shares; 2024Q4: 20,492 shares; 2025Q1: 23,197 shares; 2025Q2: 48,932 shares; 2025Q3: 48,932 shares 48,932 $682K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,078 shares; 2025Q1: 5,596 shares; 2025Q2: 5,679 shares; 2025Q3: 5,573 shares 5,573 $680K 0.04% -106 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 5,770 shares; 2025Q1: 6,092 shares; 2025Q2: 6,985 shares; 2025Q3: 7,251 shares 7,251 $678K 0.04% +266 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 17,020 shares; 2025Q1: 17,748 shares; 2025Q2: 27,411 shares; 2025Q3: 27,458 shares 27,458 $677K 0.04% +47 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 5,319 shares 5,319 $674K 0.04% +864 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,052 shares; 2025Q1: 2,082 shares; 2025Q2: 2,095 shares; 2025Q3: 2,108 shares 2,108 $666K 0.04% +13 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 9,260 shares; 2025Q1: 11,444 shares; 2025Q2: 13,465 shares; 2025Q3: 13,415 shares 13,415 $664K 0.04% -50 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 4,900 shares; 2025Q1: 6,501 shares; 2025Q2: 7,811 shares; 2025Q3: 8,029 shares 8,029 $663K 0.04% +218 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,406 shares; 2024Q4: 9,017 shares; 2025Q1: 9,623 shares; 2025Q2: 9,623 shares; 2025Q3: 9,030 shares 9,030 $658K 0.04% -593 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,477 shares; 2024Q4: 16,434 shares; 2025Q1: 17,846 shares; 2025Q2: 16,763 shares; 2025Q3: 15,785 shares 15,785 $650K 0.04% -978 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: 21,254 shares; 2024Q4: 20,258 shares; 2025Q1: 19,116 shares; 2025Q2: 17,409 shares; 2025Q3: 15,395 shares 15,395 $648K 0.04% -2,014 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,573 shares; 2024Q4: 32,613 shares; 2025Q1: 23,640 shares; 2025Q2: 24,242 shares; 2025Q3: 19,545 shares 19,545 $606K 0.03% -4,697 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 21,235 shares; 2025Q1: 12,909 shares; 2025Q2: 14,211 shares; 2025Q3: 14,442 shares 14,442 $605K 0.03% +231 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 6,000 shares; 2025Q1: 6,984 shares; 2025Q2: 11,891 shares; 2025Q3: 11,900 shares 11,900 $605K 0.03% +9 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: 30,061 shares; 2024Q4: 30,285 shares; 2025Q1: 25,674 shares; 2025Q2: 21,106 shares; 2025Q3: 18,642 shares 18,642 $593K 0.03% -2,464 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,804 shares; 2025Q1: 1,633 shares; 2025Q2: 1,617 shares; 2025Q3: 1,712 shares 1,712 $592K 0.03% +95 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,232 shares; 2025Q3: 7,525 shares 7,525 $586K 0.03% +4,293 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: not reported; 2024Q4: 7,527 shares; 2025Q1: 7,525 shares; 2025Q2: 7,774 shares; 2025Q3: 7,808 shares 7,808 $585K 0.03% +34 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,362 shares; 2025Q1: 49,736 shares; 2025Q2: 13,304 shares; 2025Q3: 23,355 shares 23,355 $582K 0.03% +10,051 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,553 shares; 2025Q3: 12,951 shares 12,951 $581K 0.03% +5,398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,197 shares 3,197 $578K 0.03% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,489 shares; 2024Q4: 54,051 shares; 2025Q1: 48,969 shares; 2025Q2: 49,624 shares; 2025Q3: 42,023 shares 42,023 $572K 0.03% -7,601 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: 2,961 shares; 2024Q4: 3,035 shares; 2025Q1: 3,236 shares; 2025Q2: 3,046 shares; 2025Q3: 3,214 shares 3,214 $568K 0.03% +168 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,094 shares; 2025Q1: 2,739 shares; 2025Q2: 2,952 shares; 2025Q3: 3,487 shares 3,487 $564K 0.03% +535 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,818 shares; 2025Q3: 24,043 shares 24,043 $562K 0.03% +225 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: 12,837 shares; 2024Q4: 14,123 shares; 2025Q1: 13,002 shares; 2025Q2: 12,745 shares; 2025Q3: 12,034 shares 12,034 $554K 0.03% -711 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 10,444 shares; 2025Q2: 11,911 shares; 2025Q3: 15,873 shares 15,873 $552K 0.03% +3,962 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: not reported; 2024Q4: 10,744 shares; 2025Q1: 14,422 shares; 2025Q2: 10,612 shares; 2025Q3: 13,897 shares 13,897 $549K 0.03% +3,285 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,793 shares; 2025Q1: 18,302 shares; 2025Q2: 18,734 shares; 2025Q3: 19,046 shares 19,046 $548K 0.03% +312 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: 4,462 shares; 2024Q4: 4,440 shares; 2025Q1: 4,366 shares; 2025Q2: 4,346 shares; 2025Q3: 4,346 shares 4,346 $545K 0.03% 0 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: 15,364 shares; 2024Q4: 12,080 shares; 2025Q1: 10,283 shares; 2025Q2: 9,828 shares; 2025Q3: 9,142 shares 9,142 $540K 0.03% -686 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 9,556 shares; 2025Q1: 8,892 shares; 2025Q2: 8,892 shares; 2025Q3: 8,892 shares 8,892 $538K 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 6,753 shares; 2025Q1: 4,823 shares; 2025Q2: 3,877 shares; 2025Q3: 3,306 shares 3,306 $537K 0.03% -571 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,778 shares; 2024Q4: 7,262 shares; 2025Q1: 6,668 shares; 2025Q2: 7,885 shares; 2025Q3: 6,731 shares 6,731 $534K 0.03% -1,154 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 8,009 shares; 2025Q1: 8,082 shares; 2025Q2: 7,621 shares; 2025Q3: 6,751 shares 6,751 $533K 0.03% -870 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,481 shares; 2024Q4: 7,181 shares; 2025Q1: 10,630 shares; 2025Q2: 5,363 shares; 2025Q3: 4,803 shares 4,803 $533K 0.03% -560 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,647 shares; 2024Q4: 11,603 shares; 2025Q1: 11,448 shares; 2025Q2: 11,518 shares; 2025Q3: 11,422 shares 11,422 $530K 0.03% -96 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,035 shares; 2025Q2: 2,890 shares; 2025Q3: 2,621 shares 2,621 $528K 0.03% -269 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,710 shares; 2025Q3: 5,352 shares 5,352 $528K 0.03% -358 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: 2,348 shares; 2024Q4: 2,277 shares; 2025Q1: 2,011 shares; 2025Q2: 2,065 shares; 2025Q3: 2,037 shares 2,037 $527K 0.03% -28 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: 11,817 shares; 2024Q4: 12,374 shares; 2025Q1: 2,533 shares; 2025Q2: 2,530 shares; 2025Q3: 2,650 shares 2,650 $524K 0.03% +120 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,153 shares; 2024Q4: 12,172 shares; 2025Q1: 12,403 shares; 2025Q2: 12,730 shares; 2025Q3: 12,702 shares 12,702 $520K 0.03% -28 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: 42,669 shares; 2024Q4: 38,995 shares; 2025Q1: 37,886 shares; 2025Q2: 37,029 shares; 2025Q3: 32,567 shares 32,567 $518K 0.03% -4,462 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: 4,958 shares; 2024Q4: 5,064 shares; 2025Q1: 4,559 shares; 2025Q2: 4,193 shares; 2025Q3: 4,095 shares 4,095 $506K 0.03% -98 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,043 shares; 2025Q1: 1,914 shares; 2025Q2: 1,787 shares; 2025Q3: 1,680 shares 1,680 $504K 0.03% -107 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: 3,706 shares; 2024Q4: 3,580 shares; 2025Q1: 3,111 shares; 2025Q2: 3,098 shares; 2025Q3: 2,836 shares 2,836 $501K 0.03% -262 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: 3,790 shares; 2024Q4: 3,609 shares; 2025Q1: 3,234 shares; 2025Q2: 2,915 shares; 2025Q3: 2,547 shares 2,547 $499K 0.03% -368 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: not reported; 2024Q4: 860 shares; 2025Q1: 752 shares; 2025Q2: 849 shares; 2025Q3: 863 shares 863 $497K 0.03% +14 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 2,867 shares; 2025Q1: 2,741 shares; 2025Q2: 2,783 shares; 2025Q3: 2,789 shares 2,789 $494K 0.03% +6 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,861 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,864 shares 5,864 $493K 0.03% +24 Timeline DFGR 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: 10,645 shares; 2025Q2: 15,689 shares; 2025Q3: 18,330 shares 18,330 $493K 0.03% +2,641 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,833 shares; 2025Q1: 1,840 shares; 2025Q2: 1,656 shares; 2025Q3: 1,626 shares 1,626 $488K 0.03% -30 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: not reported; 2024Q4: 1,536 shares; 2025Q1: 1,461 shares; 2025Q2: 1,471 shares; 2025Q3: 1,472 shares 1,472 $484K 0.03% +1 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,236 shares; 2025Q3: 14,527 shares 14,527 $480K 0.03% -3,709 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: 2,929 shares; 2024Q4: 3,550 shares; 2025Q1: 3,098 shares; 2025Q2: 2,853 shares; 2025Q3: 4,066 shares 4,066 $480K 0.03% +1,213 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,022 shares; 2025Q3: 7,851 shares 7,851 $475K 0.03% +1,829 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: not reported; 2024Q4: 5,036 shares; 2025Q1: 4,737 shares; 2025Q2: 4,895 shares; 2025Q3: 6,851 shares 6,851 $471K 0.03% +1,956 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 16,135 shares; 2025Q1: 13,608 shares; 2025Q2: 14,432 shares; 2025Q3: 15,443 shares 15,443 $470K 0.03% +1,011 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,940 shares; 2025Q1: 1,941 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares 1,920 $465K 0.03% 0 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: 4,257 shares; 2024Q4: 4,207 shares; 2025Q1: 3,581 shares; 2025Q2: 2,908 shares; 2025Q3: 1,953 shares 1,953 $464K 0.03% -955 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: 7,607 shares; 2024Q4: 7,457 shares; 2025Q1: 6,946 shares; 2025Q2: 6,575 shares; 2025Q3: 6,246 shares 6,246 $463K 0.03% -329 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 19,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares 19,500 $463K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 7,715 shares; 2025Q1: 6,794 shares; 2025Q2: 6,584 shares; 2025Q3: 5,844 shares 5,844 $463K 0.03% -740 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,008 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares 1,823 $462K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,999 shares; 2024Q4: 19,423 shares; 2025Q1: 14,746 shares; 2025Q2: 14,047 shares; 2025Q3: 12,785 shares 12,785 $458K 0.03% -1,262 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,561 shares; 2025Q1: 5,576 shares; 2025Q2: 5,694 shares; 2025Q3: 5,659 shares 5,659 $455K 0.03% -35 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 8,985 shares; 2025Q1: 8,985 shares; 2025Q2: 8,985 shares; 2025Q3: 8,985 shares 8,985 $455K 0.03% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,481 shares; 2025Q1: 1,358 shares; 2025Q2: 1,291 shares; 2025Q3: 1,257 shares 1,257 $454K 0.03% -34 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 5,052 shares; 2025Q1: 4,331 shares; 2025Q2: 4,830 shares; 2025Q3: 4,819 shares 4,819 $453K 0.03% -11 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 4,587 shares; 2025Q1: 6,404 shares; 2025Q2: not reported; 2025Q3: 4,954 shares 4,954 $445K 0.03% new Timeline AVMA AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,631 shares; 2025Q1: 6,559 shares; 2025Q2: 6,484 shares; 2025Q3: 6,711 shares 6,711 $440K 0.03% +227 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 12,656 shares; 2025Q1: 16,568 shares; 2025Q2: 21,224 shares; 2025Q3: 21,728 shares 21,728 $431K 0.02% +504 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,793 shares; 2024Q4: 9,275 shares; 2025Q1: 9,276 shares; 2025Q2: 9,276 shares; 2025Q3: 9,276 shares 9,276 $428K 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: not reported; 2024Q4: not reported; 2025Q1: 3,252 shares; 2025Q2: 3,704 shares; 2025Q3: 4,744 shares 4,744 $424K 0.02% +1,040 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: 18,219 shares; 2024Q4: 21,155 shares; 2025Q1: 16,399 shares; 2025Q2: 17,527 shares; 2025Q3: 17,268 shares 17,268 $424K 0.02% -259 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 1,955 shares; 2025Q3: 3,227 shares 3,227 $422K 0.02% +1,272 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,105 shares; 2025Q3: 3,315 shares 3,315 $419K 0.02% +210 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,714 shares; 2025Q2: 4,439 shares; 2025Q3: 4,412 shares 4,412 $411K 0.02% -27 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,643 shares; 2025Q1: 8,644 shares; 2025Q2: 8,644 shares; 2025Q3: 8,644 shares 8,644 $410K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 999 shares; 2025Q1: 858 shares; 2025Q2: 862 shares; 2025Q3: 864 shares 864 $409K 0.02% +2 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 2,738 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,925 shares 2,925 $409K 0.02% +186 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: 38,344 shares; 2024Q4: 18,645 shares; 2025Q1: 18,646 shares; 2025Q2: 18,805 shares; 2025Q3: 13,040 shares 13,040 $399K 0.02% -5,765 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,487 shares; 2025Q1: 2,244 shares; 2025Q2: 2,425 shares; 2025Q3: 2,251 shares 2,251 $399K 0.02% -174 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 13,481 shares; 2025Q1: 9,387 shares; 2025Q2: 8,756 shares; 2025Q3: 9,668 shares 9,668 $399K 0.02% +912 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,371 shares; 2025Q1: 1,727 shares; 2025Q2: 1,590 shares; 2025Q3: 1,489 shares 1,489 $391K 0.02% -101 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: 49,117 shares; 2024Q4: 84,821 shares; 2025Q1: 15,852 shares; 2025Q2: 14,567 shares; 2025Q3: 14,439 shares 14,439 $390K 0.02% -128 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,825 shares; 2025Q1: 3,894 shares; 2025Q2: 3,752 shares; 2025Q3: 3,501 shares 3,501 $387K 0.02% -251 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: 3,895 shares; 2024Q4: 5,312 shares; 2025Q1: 5,317 shares; 2025Q2: 4,777 shares; 2025Q3: 4,725 shares 4,725 $386K 0.02% -52 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 2,986 shares; 2025Q1: 2,574 shares; 2025Q2: 2,377 shares; 2025Q3: 2,065 shares 2,065 $382K 0.02% -312 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: 1,157 shares; 2024Q4: 2,035 shares; 2025Q1: 1,890 shares; 2025Q2: 2,011 shares; 2025Q3: 2,320 shares 2,320 $375K 0.02% +309 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,721 shares; 2024Q4: 45,488 shares; 2025Q1: 33,454 shares; 2025Q2: 19,748 shares; 2025Q3: 15,963 shares 15,963 $374K 0.02% -3,785 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,587 shares; 2024Q4: 17,717 shares; 2025Q1: 17,032 shares; 2025Q2: 16,139 shares; 2025Q3: 15,158 shares 15,158 $374K 0.02% -981 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 5,396 shares; 2025Q1: not reported; 2025Q2: 4,754 shares; 2025Q3: 4,657 shares 4,657 $373K 0.02% -97 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,133 shares; 2025Q1: 1,829 shares; 2025Q2: 1,558 shares; 2025Q3: 1,380 shares 1,380 $373K 0.02% -178 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: 3,106 shares; 2024Q4: 4,437 shares; 2025Q1: 4,740 shares; 2025Q2: 4,400 shares; 2025Q3: 4,205 shares 4,205 $372K 0.02% -195 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares; 2025Q3: 1,937 shares 1,937 $371K 0.02% +763 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,417 shares; 2025Q1: 3,414 shares; 2025Q2: 3,403 shares; 2025Q3: 3,410 shares 3,410 $365K 0.02% +7 Timeline VPU 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: 3,567 shares; 2024Q4: 3,014 shares; 2025Q1: 2,462 shares; 2025Q2: 2,045 shares; 2025Q3: 1,885 shares 1,885 $364K 0.02% -160 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,944 shares; 2025Q3: 15,957 shares 15,957 $363K 0.02% +13 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,572 shares; 2025Q1: 2,151 shares; 2025Q2: 1,859 shares; 2025Q3: 1,742 shares 1,742 $361K 0.02% -117 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares 4,420 $357K 0.02% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 4,629 shares; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 3,780 shares 3,780 $353K 0.02% -250 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 6,261 shares; 2025Q1: 6,316 shares; 2025Q2: 5,763 shares; 2025Q3: 5,077 shares 5,077 $352K 0.02% -686 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,284 shares; 2025Q1: 5,165 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares 4,350 $346K 0.02% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,148 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares 3,149 $346K 0.02% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,919 shares; 2025Q1: 5,939 shares; 2025Q2: 5,961 shares; 2025Q3: 5,981 shares 5,981 $340K 0.02% +20 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,278 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 4,959 shares 4,959 $339K 0.02% -248 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 4,415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,519 shares 3,519 $338K 0.02% new Timeline VCIT 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: 7,831 shares; 2024Q4: 7,915 shares; 2025Q1: 6,455 shares; 2025Q2: 5,435 shares; 2025Q3: 4,037 shares 4,037 $337K 0.02% -1,398 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,374 shares; 2025Q1: 3,560 shares; 2025Q2: 3,561 shares; 2025Q3: 3,617 shares 3,617 $336K 0.02% +56 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: 271 shares; 2025Q1: 260 shares; 2025Q2: 252 shares; 2025Q3: 311 shares 311 $332K 0.02% +59 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,121 shares; 2025Q1: 1,138 shares; 2025Q2: 1,139 shares; 2025Q3: 1,144 shares 1,144 $330K 0.02% +5 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,330 shares; 2025Q1: 3,009 shares; 2025Q2: 2,829 shares; 2025Q3: 2,653 shares 2,653 $330K 0.02% -176 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 338 shares; 2025Q3: 419 shares 419 $324K 0.02% +81 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 9,407 shares; 2025Q1: 8,716 shares; 2025Q2: 8,248 shares; 2025Q3: 9,367 shares 9,367 $323K 0.02% +1,119 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: 1,494 shares; 2025Q3: 1,477 shares 1,477 $318K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: 3,279 shares; 2025Q3: 3,611 shares 3,611 $318K 0.02% +332 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: 10,865 shares; 2024Q4: 10,598 shares; 2025Q1: 10,355 shares; 2025Q2: 9,873 shares; 2025Q3: 9,303 shares 9,303 $317K 0.02% -570 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,366 shares; 2025Q1: 6,806 shares; 2025Q2: 6,686 shares; 2025Q3: 6,778 shares 6,778 $316K 0.02% +92 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,330 shares; 2024Q4: 43,987 shares; 2025Q1: 50,208 shares; 2025Q2: 58,919 shares; 2025Q3: 8,283 shares 8,283 $307K 0.02% -50,636 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 12,385 shares; 2025Q1: 13,102 shares; 2025Q2: 12,322 shares; 2025Q3: 11,747 shares 11,747 $305K 0.02% -575 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,654 shares; 2025Q1: 4,640 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares 3,125 $304K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,280 shares; 2025Q1: 4,728 shares; 2025Q2: 5,192 shares; 2025Q3: 5,347 shares 5,347 $303K 0.02% +155 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares 3,134 $301K 0.02% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,038 shares; 2025Q1: 2,127 shares; 2025Q2: 2,005 shares; 2025Q3: 1,899 shares 1,899 $299K 0.02% -106 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 14,119 shares; 2025Q1: 13,197 shares; 2025Q2: 12,232 shares; 2025Q3: 11,100 shares 11,100 $297K 0.02% -1,132 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,086 shares; 2025Q1: 15,117 shares; 2025Q2: 15,122 shares; 2025Q3: 14,541 shares 14,541 $297K 0.02% -581 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 6,215 shares; 2025Q1: 5,333 shares; 2025Q2: 4,678 shares; 2025Q3: 6,385 shares 6,385 $294K 0.02% +1,707 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,819 shares; 2024Q4: 32,128 shares; 2025Q1: 37,285 shares; 2025Q2: 42,705 shares; 2025Q3: 4,791 shares 4,791 $291K 0.02% -37,914 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,369 shares; 2025Q1: 9,153 shares; 2025Q2: 8,530 shares; 2025Q3: 7,847 shares 7,847 $289K 0.02% -683 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: 9,442 shares; 2024Q4: 10,750 shares; 2025Q1: 11,460 shares; 2025Q2: 10,991 shares; 2025Q3: 11,714 shares 11,714 $289K 0.02% +723 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,247 shares; 2025Q1: 2,248 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares 2,263 $286K 0.02% 0 Timeline SPMB 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: 34,658 shares; 2024Q4: 30,810 shares; 2025Q1: 24,682 shares; 2025Q2: 18,784 shares; 2025Q3: 12,712 shares 12,712 $286K 0.02% -6,072 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: not reported; 2024Q4: 1,685 shares; 2025Q1: 1,750 shares; 2025Q2: 1,882 shares; 2025Q3: 2,015 shares 2,015 $283K 0.02% +133 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,691 shares; 2025Q3: 5,611 shares 5,611 $282K 0.02% -80 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,711 shares 3,711 $281K 0.02% +633 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,689 shares; 2025Q1: 7,049 shares; 2025Q2: 4,689 shares; 2025Q3: 4,689 shares 4,689 $280K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 1,261 shares 1,261 $279K 0.02% +292 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 5,542 shares; 2025Q1: 4,515 shares; 2025Q2: 4,272 shares; 2025Q3: 2,880 shares 2,880 $278K 0.02% -1,392 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,333 shares; 2024Q4: 10,009 shares; 2025Q1: 16,653 shares; 2025Q2: 15,817 shares; 2025Q3: 15,745 shares 15,745 $272K 0.02% -72 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 2,415 shares; 2025Q1: 2,645 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares 2,595 $269K 0.02% 0 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,944 shares; 2024Q4: 21,337 shares; 2025Q1: 17,099 shares; 2025Q2: 16,737 shares; 2025Q3: 14,514 shares 14,514 $266K 0.02% -2,223 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 999 shares; 2025Q1: 958 shares; 2025Q2: 1,029 shares; 2025Q3: 1,084 shares 1,084 $263K 0.02% +55 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,438 shares; 2025Q1: 10,985 shares; 2025Q2: 9,720 shares; 2025Q3: 7,938 shares 7,938 $263K 0.02% -1,782 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,211 shares; 2025Q1: 3,795 shares; 2025Q2: 3,576 shares; 2025Q3: 3,372 shares 3,372 $263K 0.02% -204 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 18,081 shares; 2025Q1: 20,296 shares; 2025Q2: 23,221 shares; 2025Q3: 2,966 shares 2,966 $263K 0.02% -20,255 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: not reported; 2024Q4: 4,072 shares; 2025Q1: 4,764 shares; 2025Q2: 5,032 shares; 2025Q3: 4,613 shares 4,613 $261K 0.02% -419 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,870 shares; 2025Q3: 2,927 shares 2,927 $261K 0.02% +57 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,949 shares; 2025Q1: 4,026 shares; 2025Q2: 3,785 shares; 2025Q3: 2,529 shares 2,529 $260K 0.02% -1,256 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: 5,951 shares; 2025Q2: 5,711 shares; 2025Q3: 5,634 shares 5,634 $257K 0.01% -77 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,570 shares; 2025Q1: 3,424 shares; 2025Q2: 3,428 shares; 2025Q3: 3,433 shares 3,433 $254K 0.01% +5 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,211 shares; 2024Q4: 15,193 shares; 2025Q1: 8,112 shares; 2025Q2: 7,648 shares; 2025Q3: 5,503 shares 5,503 $253K 0.01% -2,145 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: 3,117 shares; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,484 shares; 2025Q3: 3,394 shares 3,394 $252K 0.01% -90 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: 4,074 shares; 2024Q4: 4,799 shares; 2025Q1: 4,914 shares; 2025Q2: 4,567 shares; 2025Q3: 3,354 shares 3,354 $251K 0.01% -1,213 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 7,355 shares; 2025Q1: 6,638 shares; 2025Q2: 6,334 shares; 2025Q3: 6,081 shares 6,081 $250K 0.01% -253 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,052 shares 2,052 $250K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,435 shares; 2025Q1: 3,860 shares; 2025Q2: 3,646 shares; 2025Q3: 3,655 shares 3,655 $249K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares 1,722 $242K 0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,451 shares; 2025Q1: 3,199 shares; 2025Q2: 3,033 shares; 2025Q3: 2,864 shares 2,864 $242K 0.01% -169 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,364 shares; 2025Q1: 2,336 shares; 2025Q2: 2,201 shares; 2025Q3: 2,015 shares 2,015 $242K 0.01% -186 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,657 shares; 2024Q4: 18,922 shares; 2025Q1: 22,323 shares; 2025Q2: 3,541 shares; 2025Q3: 2,610 shares 2,610 $237K 0.01% -931 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,402 shares; 2025Q1: 3,557 shares; 2025Q2: not reported; 2025Q3: 2,869 shares 2,869 $234K 0.01% new Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 6,878 shares; 2025Q2: 6,792 shares; 2025Q3: 6,683 shares 6,683 $234K 0.01% -109 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: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 2,602 shares; 2025Q3: 2,650 shares 2,650 $234K 0.01% +48 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: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,284 shares; 2025Q3: 2,542 shares 2,542 $233K 0.01% +258 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: not reported; 2024Q4: 771 shares; 2025Q1: 835 shares; 2025Q2: 767 shares; 2025Q3: 767 shares 767 $232K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,408 shares; 2025Q1: 1,503 shares; 2025Q2: not reported; 2025Q3: 1,604 shares 1,604 $232K 0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares 4,608 $232K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,432 shares; 2025Q1: 3,277 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares 3,039 $231K 0.01% 0 Timeline