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: 58,755 shares; 2024Q4: 50,779 shares; 2025Q1: 47,402 shares; 2025Q2: 46,324 shares; 2025Q3: 42,735 shares 42,735 $28.6M 6.06% -3,589 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: 382,994 shares; 2024Q4: 346,117 shares; 2025Q1: 354,700 shares; 2025Q2: 364,665 shares; 2025Q3: 371,458 shares 371,458 $22.3M 4.72% +6,793 Timeline BBUS 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: 10,221 shares; 2024Q4: 80,360 shares; 2025Q1: 112,547 shares; 2025Q2: 132,922 shares; 2025Q3: 157,136 shares 157,136 $19M 4.02% +24,214 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: 75,667 shares; 2024Q4: 81,394 shares; 2025Q1: 94,701 shares; 2025Q2: 86,524 shares; 2025Q3: 94,230 shares 94,230 $17.6M 3.73% +7,706 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: 63,498 shares; 2024Q4: 66,260 shares; 2025Q1: 67,838 shares; 2025Q2: 67,581 shares; 2025Q3: 56,678 shares 56,678 $14.4M 3.06% -10,903 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: 24,777 shares; 2024Q4: 25,232 shares; 2025Q1: 26,348 shares; 2025Q2: 26,919 shares; 2025Q3: 27,770 shares 27,770 $14.4M 3.05% +851 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: 281,125 shares; 2024Q4: 271,770 shares; 2025Q1: 276,761 shares; 2025Q2: 279,522 shares; 2025Q3: 249,172 shares 249,172 $13.5M 2.86% -30,350 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: 36,557 shares; 2024Q4: 40,024 shares; 2025Q1: 41,158 shares; 2025Q2: 42,406 shares; 2025Q3: 39,334 shares 39,334 $11.6M 2.46% -3,072 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: 313,800 shares; 2024Q4: 340,091 shares; 2025Q1: 365,099 shares; 2025Q2: 378,760 shares; 2025Q3: 362,305 shares 362,305 $8.38M 1.78% -16,455 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: 29,688 shares; 2024Q4: 30,855 shares; 2025Q1: 36,066 shares; 2025Q2: 37,741 shares; 2025Q3: 38,027 shares 38,027 $8.35M 1.77% +286 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 158,424 shares 158,424 $8.23M 1.75% new 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: 178,615 shares; 2024Q4: 197,269 shares; 2025Q1: 212,287 shares; 2025Q2: 233,961 shares; 2025Q3: 173,203 shares 173,203 $7.2M 1.53% -60,758 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: 6,717 shares; 2024Q4: 7,606 shares; 2025Q1: 8,793 shares; 2025Q2: 9,379 shares; 2025Q3: 9,660 shares 9,660 $7.09M 1.5% +281 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: 33,620 shares; 2024Q4: 37,867 shares; 2025Q1: 39,964 shares; 2025Q2: 42,810 shares; 2025Q3: 58,747 shares 58,747 $6.98M 1.48% +15,937 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: 23,968 shares; 2024Q4: 23,732 shares; 2025Q1: 25,803 shares; 2025Q2: 26,483 shares; 2025Q3: 26,419 shares 26,419 $6.42M 1.36% -64 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: not reported; 2024Q4: not reported; 2025Q1: 89,076 shares; 2025Q2: 90,770 shares; 2025Q3: 89,442 shares 89,442 $6.07M 1.29% -1,328 Timeline JPLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,547 shares 113,547 $5.96M 1.26% new 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: 8,389 shares; 2024Q4: 9,231 shares; 2025Q1: 13,872 shares; 2025Q2: 12,195 shares; 2025Q3: 12,379 shares 12,379 $5.51M 1.17% +184 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: 47,702 shares; 2024Q4: 51,067 shares; 2025Q1: 48,461 shares; 2025Q2: 51,568 shares; 2025Q3: 61,202 shares 61,202 $5.15M 1.09% +9,634 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: 18,095 shares; 2024Q4: 17,998 shares; 2025Q1: 20,001 shares; 2025Q2: 20,261 shares; 2025Q3: 20,383 shares 20,383 $4.96M 1.05% +122 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: 16,125 shares; 2024Q4: 16,303 shares; 2025Q1: 16,934 shares; 2025Q2: 9,745 shares; 2025Q3: 9,648 shares 9,648 $4.85M 1.03% -97 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: 11,698 shares; 2024Q4: 13,884 shares; 2025Q1: 14,566 shares; 2025Q2: 14,045 shares; 2025Q3: 14,603 shares 14,603 $4.82M 1.02% +558 Timeline CGMS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,829 shares 159,829 $4.44M 0.94% new 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: 11,805 shares; 2024Q4: 11,797 shares; 2025Q1: 12,497 shares; 2025Q2: 12,257 shares; 2025Q3: 12,234 shares 12,234 $4.03M 0.85% -23 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160,691 shares; 2025Q2: 157,694 shares; 2025Q3: 156,860 shares 156,860 $3.95M 0.84% -834 IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166,091 shares; 2025Q2: 163,098 shares; 2025Q3: 161,858 shares 161,858 $3.93M 0.83% -1,240 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: 26,702 shares; 2024Q4: 28,514 shares; 2025Q1: 32,072 shares; 2025Q2: 33,008 shares; 2025Q3: 33,048 shares 33,048 $3.73M 0.79% +40 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,080 shares; 2024Q4: 77,590 shares; 2025Q1: 72,678 shares; 2025Q2: 74,651 shares; 2025Q3: 79,042 shares 79,042 $3.25M 0.69% +4,391 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,590 shares 121,590 $3.11M 0.66% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 134,300 shares 134,300 $3.08M 0.65% new 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: 9,685 shares; 2024Q4: 9,336 shares; 2025Q1: 9,134 shares; 2025Q2: 9,309 shares; 2025Q3: 9,589 shares 9,589 $3.02M 0.64% +280 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: 4,488 shares; 2024Q4: 5,082 shares; 2025Q1: 8,701 shares; 2025Q2: 8,845 shares; 2025Q3: 8,720 shares 8,720 $2.98M 0.63% -125 Timeline TFLO 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: 58,503 shares 58,503 $2.96M 0.63% new Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,801 shares; 2024Q4: 43,333 shares; 2025Q1: 40,507 shares; 2025Q2: 41,403 shares; 2025Q3: 44,029 shares 44,029 $2.93M 0.62% +2,626 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: 16,491 shares; 2024Q4: 16,859 shares; 2025Q1: 28,356 shares; 2025Q2: 27,973 shares; 2025Q3: 28,207 shares 28,207 $2.91M 0.62% +234 Timeline USHY 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: 76,021 shares 76,021 $2.87M 0.61% 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: 2,829 shares; 2024Q4: 2,852 shares; 2025Q1: 6,020 shares; 2025Q2: 5,884 shares; 2025Q3: 5,881 shares 5,881 $2.81M 0.59% -3 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,576 shares; 2025Q2: 107,653 shares; 2025Q3: 106,629 shares 106,629 $2.49M 0.53% -1,024 DFSE 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: 59,571 shares; 2024Q4: 60,282 shares; 2025Q1: 56,127 shares; 2025Q2: 57,274 shares; 2025Q3: 59,959 shares 59,959 $2.46M 0.52% +2,685 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,403 shares; 2025Q1: 23,363 shares; 2025Q2: 23,363 shares; 2025Q3: 23,363 shares 23,363 $2.41M 0.51% 0 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: 4,204 shares; 2024Q4: 4,393 shares; 2025Q1: 3,797 shares; 2025Q2: 3,781 shares; 2025Q3: 3,847 shares 3,847 $2.36M 0.5% +66 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,474 shares; 2025Q2: 65,876 shares; 2025Q3: 64,851 shares 64,851 $2.35M 0.5% -1,025 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,021 shares 50,021 $2.32M 0.49% new 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: 6,522 shares; 2024Q4: 6,572 shares; 2025Q1: 16,485 shares; 2025Q2: 16,797 shares; 2025Q3: 16,528 shares 16,528 $2.21M 0.47% -269 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: 538 shares; 2025Q1: 1,837 shares; 2025Q2: 1,840 shares; 2025Q3: 1,846 shares 1,846 $2.15M 0.46% +6 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,878 shares; 2025Q2: 50,004 shares; 2025Q3: 48,963 shares 48,963 $2.14M 0.45% -1,041 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,330 shares; 2025Q1: 2,543 shares; 2025Q2: 2,276 shares; 2025Q3: 2,250 shares 2,250 $2.08M 0.44% -26 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,931 shares; 2025Q2: 82,151 shares; 2025Q3: 81,716 shares 81,716 $1.99M 0.42% -435 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: 2,310 shares; 2024Q4: 2,495 shares; 2025Q1: 2,471 shares; 2025Q2: 2,778 shares; 2025Q3: 2,539 shares 2,539 $1.94M 0.41% -239 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,339 shares; 2024Q4: 29,622 shares; 2025Q1: 29,036 shares; 2025Q2: 32,835 shares; 2025Q3: 27,244 shares 27,244 $1.85M 0.39% -5,591 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,514 shares; 2025Q1: 1,528 shares; 2025Q2: 1,601 shares; 2025Q3: 1,529 shares 1,529 $1.83M 0.39% -72 Timeline PXF 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: 29,080 shares; 2024Q4: 29,382 shares; 2025Q1: 27,471 shares; 2025Q2: 28,278 shares; 2025Q3: 29,790 shares 29,790 $1.82M 0.39% +1,512 Timeline IBTG 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: 80,660 shares; 2025Q2: 79,505 shares; 2025Q3: 79,276 shares 79,276 $1.82M 0.39% -229 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: 6,891 shares; 2024Q4: 6,958 shares; 2025Q1: 6,774 shares; 2025Q2: 6,948 shares; 2025Q3: 6,434 shares 6,434 $1.81M 0.38% -514 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,149 shares; 2024Q4: 24,972 shares; 2025Q1: 25,641 shares; 2025Q2: 25,516 shares; 2025Q3: 21,557 shares 21,557 $1.81M 0.38% -3,959 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: not reported; 2024Q4: 601 shares; 2025Q1: 3,652 shares; 2025Q2: 3,646 shares; 2025Q3: 3,626 shares 3,626 $1.78M 0.38% -20 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,079 shares; 2024Q4: 55,625 shares; 2025Q1: 52,000 shares; 2025Q2: 54,013 shares; 2025Q3: 57,746 shares 57,746 $1.76M 0.37% +3,733 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: 6,619 shares; 2024Q4: 6,281 shares; 2025Q1: 11,129 shares; 2025Q2: 9,845 shares; 2025Q3: 11,281 shares 11,281 $1.75M 0.37% +1,436 Timeline PXH 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: 69,878 shares; 2024Q4: 71,266 shares; 2025Q1: 65,829 shares; 2025Q2: 66,036 shares; 2025Q3: 68,755 shares 68,755 $1.75M 0.37% +2,719 Timeline XSOE 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: 49,183 shares; 2024Q4: 50,279 shares; 2025Q1: 46,744 shares; 2025Q2: 47,901 shares; 2025Q3: 45,692 shares 45,692 $1.73M 0.37% -2,209 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,217 shares; 2025Q2: 81,800 shares; 2025Q3: 81,683 shares 81,683 $1.73M 0.37% -117 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,731 shares; 2025Q2: 77,120 shares; 2025Q3: 76,691 shares 76,691 $1.7M 0.36% -429 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: 1,956 shares; 2024Q4: 2,026 shares; 2025Q1: 5,425 shares; 2025Q2: 5,404 shares; 2025Q3: 5,561 shares 5,561 $1.69M 0.36% +157 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,829 shares; 2025Q2: 69,402 shares; 2025Q3: 69,125 shares 69,125 $1.62M 0.34% -277 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,012 shares; 2025Q2: 62,612 shares; 2025Q3: 62,286 shares 62,286 $1.59M 0.34% -326 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 710 shares; 2025Q1: 3,458 shares; 2025Q2: 3,515 shares; 2025Q3: 3,443 shares 3,443 $1.58M 0.33% -72 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: 2,531 shares; 2024Q4: 2,563 shares; 2025Q1: 2,583 shares; 2025Q2: 2,561 shares; 2025Q3: 2,682 shares 2,682 $1.53M 0.32% +121 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: 2,749 shares; 2024Q4: 1,920 shares; 2025Q1: 7,226 shares; 2025Q2: 6,678 shares; 2025Q3: 6,423 shares 6,423 $1.52M 0.32% -255 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: 5,620 shares; 2024Q4: 6,153 shares; 2025Q1: 6,276 shares; 2025Q2: 6,414 shares; 2025Q3: 6,488 shares 6,488 $1.5M 0.32% +74 Timeline JGRO 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: 3,928 shares; 2025Q1: 5,439 shares; 2025Q2: 10,546 shares; 2025Q3: 15,658 shares 15,658 $1.47M 0.31% +5,112 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: 9,926 shares; 2024Q4: 8,754 shares; 2025Q1: 5,094 shares; 2025Q2: 5,227 shares; 2025Q3: 4,964 shares 4,964 $1.39M 0.29% -263 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,021 shares; 2024Q4: 295,850 shares; 2025Q1: 316,602 shares; 2025Q2: 344,425 shares; 2025Q3: 127,503 shares 127,503 $1.37M 0.29% -216,922 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: 5,407 shares; 2024Q4: 5,894 shares; 2025Q1: 5,929 shares; 2025Q2: 10,024 shares; 2025Q3: 6,899 shares 6,899 $1.34M 0.28% -3,125 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 12,312 shares; 2025Q1: 11,598 shares; 2025Q2: 12,610 shares; 2025Q3: 12,198 shares 12,198 $1.27M 0.27% -412 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: not reported; 2024Q4: not reported; 2025Q1: 15,951 shares; 2025Q2: 15,560 shares; 2025Q3: 15,120 shares 15,120 $1.24M 0.26% -440 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,933 shares; 2025Q1: 3,821 shares; 2025Q2: 3,843 shares; 2025Q3: 3,027 shares 3,027 $1.23M 0.26% -816 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: 7,969 shares; 2024Q4: 8,677 shares; 2025Q1: 7,792 shares; 2025Q2: 8,037 shares; 2025Q3: 7,887 shares 7,887 $1.21M 0.26% -150 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: 3,466 shares; 2025Q1: 5,470 shares; 2025Q2: 5,602 shares; 2025Q3: 6,398 shares 6,398 $1.17M 0.25% +796 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,158 shares; 2025Q2: 14,079 shares; 2025Q3: 13,668 shares 13,668 $1.16M 0.24% -411 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: 2,433 shares; 2024Q4: 2,537 shares; 2025Q1: 5,360 shares; 2025Q2: 5,090 shares; 2025Q3: 4,863 shares 4,863 $1.15M 0.24% -227 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: not reported; 2025Q1: 18,604 shares; 2025Q2: 18,785 shares; 2025Q3: 18,125 shares 18,125 $1.14M 0.24% -660 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: 17,167 shares; 2024Q4: 16,368 shares; 2025Q1: 16,169 shares; 2025Q2: 16,605 shares; 2025Q3: 16,501 shares 16,501 $1.13M 0.24% -104 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: 18,820 shares; 2024Q4: 23,414 shares; 2025Q1: 28,088 shares; 2025Q2: 44,959 shares; 2025Q3: 37,338 shares 37,338 $1.05M 0.22% -7,621 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: 742 shares; 2024Q4: 760 shares; 2025Q1: 1,418 shares; 2025Q2: 1,487 shares; 2025Q3: 1,511 shares 1,511 $1.03M 0.22% +24 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 9,760 shares; 2025Q3: 11,959 shares 11,959 $1.01M 0.21% +2,199 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: 18,617 shares; 2024Q4: 19,093 shares; 2025Q1: 18,522 shares; 2025Q2: 18,862 shares; 2025Q3: 19,199 shares 19,199 $990K 0.21% +337 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: 4,887 shares; 2024Q4: 4,783 shares; 2025Q1: 4,057 shares; 2025Q2: 4,538 shares; 2025Q3: 5,975 shares 5,975 $967K 0.2% +1,437 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: 2,543 shares; 2024Q4: 2,828 shares; 2025Q1: 2,805 shares; 2025Q2: 3,120 shares; 2025Q3: 3,180 shares 3,180 $958K 0.2% +60 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: 7,573 shares; 2024Q4: 7,620 shares; 2025Q1: 7,389 shares; 2025Q2: 7,640 shares; 2025Q3: 7,674 shares 7,674 $951K 0.2% +34 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,657 shares; 2025Q1: not reported; 2025Q2: 30,275 shares; 2025Q3: 32,046 shares 32,046 $938K 0.2% +1,771 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: 6,228 shares; 2025Q1: 6,127 shares; 2025Q2: 6,332 shares; 2025Q3: 6,413 shares 6,413 $934K 0.2% +81 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: 28,055 shares; 2024Q4: 29,710 shares; 2025Q1: 26,550 shares; 2025Q2: 24,351 shares; 2025Q3: 20,225 shares 20,225 $932K 0.2% -4,126 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: 29,127 shares; 2024Q4: 30,812 shares; 2025Q1: 32,667 shares; 2025Q2: 43,473 shares; 2025Q3: 11,415 shares 11,415 $927K 0.2% -32,058 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,529 shares; 2025Q1: 2,983 shares; 2025Q2: 2,772 shares; 2025Q3: 2,626 shares 2,626 $926K 0.2% -146 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: 6,238 shares; 2024Q4: 5,466 shares; 2025Q1: 5,168 shares; 2025Q2: 5,319 shares; 2025Q3: 5,446 shares 5,446 $911K 0.19% +127 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: not reported; 2024Q4: not reported; 2025Q1: 31,681 shares; 2025Q2: 31,489 shares; 2025Q3: 28,668 shares 28,668 $901K 0.19% -2,821 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: 789 shares; 2025Q1: 1,114 shares; 2025Q2: 1,067 shares; 2025Q3: 1,250 shares 1,250 $898K 0.19% +183 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: 21,737 shares; 2024Q4: 25,435 shares; 2025Q1: 29,316 shares; 2025Q2: 33,256 shares; 2025Q3: 15,195 shares 15,195 $874K 0.19% -18,061 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: 19,929 shares; 2024Q4: 23,615 shares; 2025Q1: 27,685 shares; 2025Q2: 31,436 shares; 2025Q3: 15,272 shares 15,272 $872K 0.18% -16,164 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 120 shares; 2025Q1: 126 shares; 2025Q2: 146 shares; 2025Q3: 160 shares 160 $861K 0.18% +14 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,767 shares; 2025Q2: 55,242 shares; 2025Q3: 52,558 shares 52,558 $853K 0.18% -2,684 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,938 shares; 2025Q2: 2,044 shares; 2025Q3: 1,972 shares 1,972 $841K 0.18% -72 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: 1,755 shares; 2024Q4: 3,976 shares; 2025Q1: 4,382 shares; 2025Q2: 7,407 shares; 2025Q3: 5,156 shares 5,156 $836K 0.18% -2,251 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,271 shares; 2025Q2: 18,724 shares; 2025Q3: 18,709 shares 18,709 $836K 0.18% -15 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: 17,478 shares; 2024Q4: 17,483 shares; 2025Q1: 16,263 shares; 2025Q2: 15,871 shares; 2025Q3: 14,850 shares 14,850 $822K 0.17% -1,021 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,968 shares; 2025Q1: 3,622 shares; 2025Q2: 3,719 shares; 2025Q3: 3,651 shares 3,651 $806K 0.17% -68 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: 548 shares; 2024Q4: 551 shares; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,283 shares 1,283 $781K 0.17% +231 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: 897 shares; 2024Q4: 921 shares; 2025Q1: 898 shares; 2025Q2: 941 shares; 2025Q3: 967 shares 967 $770K 0.16% +26 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: 43,327 shares; 2024Q4: 24,004 shares; 2025Q1: 47,813 shares; 2025Q2: 96,290 shares; 2025Q3: 43,920 shares 43,920 $759K 0.16% -52,370 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,431 shares; 2025Q3: 10,432 shares 10,432 $759K 0.16% +1 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: 10,191 shares; 2024Q4: 10,568 shares; 2025Q1: 10,813 shares; 2025Q2: 13,135 shares; 2025Q3: 11,303 shares 11,303 $756K 0.16% -1,832 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,809 shares; 2025Q2: 4,428 shares; 2025Q3: 4,271 shares 4,271 $747K 0.16% -157 Timeline DEM 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: 28,634 shares; 2024Q4: 31,955 shares; 2025Q1: 31,790 shares; 2025Q2: 31,138 shares; 2025Q3: 16,188 shares 16,188 $744K 0.16% -14,950 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: 786 shares; 2024Q4: 788 shares; 2025Q1: 780 shares; 2025Q2: 785 shares; 2025Q3: 789 shares 789 $726K 0.15% +4 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,980 shares; 2024Q4: 307,917 shares; 2025Q1: 402,857 shares; 2025Q2: 442,646 shares; 2025Q3: 124,553 shares 124,553 $722K 0.15% -318,093 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: 2,933 shares; 2024Q4: 3,068 shares; 2025Q1: 4,034 shares; 2025Q2: 2,082 shares; 2025Q3: 2,063 shares 2,063 $712K 0.15% -19 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: 4,574 shares; 2024Q4: 4,582 shares; 2025Q1: 4,488 shares; 2025Q2: 4,082 shares; 2025Q3: 4,138 shares 4,138 $692K 0.15% +56 Timeline DFIV 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: 14,827 shares; 2025Q2: 14,695 shares; 2025Q3: 14,775 shares 14,775 $681K 0.14% +80 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: 10,081 shares; 2024Q4: 4,162 shares; 2025Q1: 4,700 shares; 2025Q2: 2,980 shares; 2025Q3: 3,644 shares 3,644 $676K 0.14% +664 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: 15,455 shares; 2024Q4: 14,452 shares; 2025Q1: 4,801 shares; 2025Q2: 4,507 shares; 2025Q3: 7,097 shares 7,097 $671K 0.14% +2,590 Timeline NTSE 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: 21,840 shares; 2024Q4: 21,757 shares; 2025Q1: 20,464 shares; 2025Q2: 17,482 shares; 2025Q3: 18,469 shares 18,469 $669K 0.14% +987 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,658 shares; 2025Q2: 5,311 shares; 2025Q3: 5,168 shares 5,168 $666K 0.14% -143 Timeline PID 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: 29,082 shares; 2024Q4: 29,926 shares; 2025Q1: 28,208 shares; 2025Q2: 29,168 shares; 2025Q3: 30,911 shares 30,911 $657K 0.14% +1,743 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: 448 shares; 2024Q4: 445 shares; 2025Q1: 439 shares; 2025Q2: 432 shares; 2025Q3: 426 shares 426 $638K 0.14% -6 Timeline DNL 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: 14,116 shares; 2024Q4: 14,321 shares; 2025Q1: 13,540 shares; 2025Q2: 14,473 shares; 2025Q3: 15,621 shares 15,621 $633K 0.13% +1,148 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,005 shares; 2025Q3: 13,269 shares 13,269 $630K 0.13% -736 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 538 shares; 2025Q1: 543 shares; 2025Q2: 567 shares; 2025Q3: 572 shares 572 $617K 0.13% +5 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: 1,556 shares; 2024Q4: 1,603 shares; 2025Q1: 936 shares; 2025Q2: 1,092 shares; 2025Q3: 1,024 shares 1,024 $615K 0.13% -68 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,418 shares 19,418 $613K 0.13% new 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: 4,000 shares; 2024Q4: 2,743 shares; 2025Q1: 2,847 shares; 2025Q2: 3,057 shares; 2025Q3: 2,992 shares 2,992 $613K 0.13% -65 Timeline IVLU 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: 17,891 shares; 2025Q2: 17,350 shares; 2025Q3: 17,251 shares 17,251 $612K 0.13% -99 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,313 shares; 2025Q2: 4,443 shares; 2025Q3: 4,398 shares 4,398 $607K 0.13% -45 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,534 shares; 2025Q1: 2,488 shares; 2025Q2: 2,317 shares; 2025Q3: 2,331 shares 2,331 $607K 0.13% +14 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 4,294 shares; 2025Q3: 4,378 shares 4,378 $606K 0.13% +84 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,645 shares; 2025Q3: 9,970 shares 9,970 $605K 0.13% +325 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: 928 shares; 2024Q4: 1,968 shares; 2025Q1: 2,905 shares; 2025Q2: 2,884 shares; 2025Q3: 2,955 shares 2,955 $602K 0.13% +71 Timeline FICS 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: 15,257 shares; 2024Q4: 15,237 shares; 2025Q1: 14,283 shares; 2025Q2: 14,624 shares; 2025Q3: 15,710 shares 15,710 $599K 0.13% +1,086 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: 2,153 shares; 2024Q4: 2,232 shares; 2025Q1: 2,223 shares; 2025Q2: 2,489 shares; 2025Q3: 2,407 shares 2,407 $595K 0.13% -82 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,542 shares; 2024Q4: 59,837 shares; 2025Q1: 79,053 shares; 2025Q2: 94,109 shares; 2025Q3: 32,642 shares 32,642 $588K 0.12% -61,467 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,834 shares; 2025Q3: 8,350 shares 8,350 $587K 0.12% +516 Timeline JD JD.COM INC More: the full row for JD.COM 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: 16,581 shares 16,581 $580K 0.12% new 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: 1,532 shares; 2024Q4: 2,042 shares; 2025Q1: 2,062 shares; 2025Q2: 2,392 shares; 2025Q3: 2,050 shares 2,050 $578K 0.12% -342 Timeline COOK TRAEGER INC COM More: the full row for TRAEGER INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,657 shares; 2025Q3: 472,150 shares 472,150 $576K 0.12% +244,493 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,605 shares; 2024Q4: 100,024 shares; 2025Q1: 127,194 shares; 2025Q2: 146,193 shares; 2025Q3: 43,040 shares 43,040 $575K 0.12% -103,153 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 717 shares; 2025Q1: 709 shares; 2025Q2: 740 shares; 2025Q3: 743 shares 743 $574K 0.12% +3 Timeline DFUS 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: 20,853 shares; 2024Q4: 17,957 shares; 2025Q1: 19,486 shares; 2025Q2: 14,081 shares; 2025Q3: 7,890 shares 7,890 $572K 0.12% -6,191 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: 1,109 shares; 2024Q4: 1,121 shares; 2025Q1: 1,073 shares; 2025Q2: 1,249 shares; 2025Q3: 1,450 shares 1,450 $568K 0.12% +201 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: 2,172 shares; 2024Q4: 2,167 shares; 2025Q1: 2,118 shares; 2025Q2: 2,123 shares; 2025Q3: 2,120 shares 2,120 $567K 0.12% -3 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: 11,138 shares; 2024Q4: 11,490 shares; 2025Q1: 10,382 shares; 2025Q2: 10,804 shares; 2025Q3: 12,736 shares 12,736 $560K 0.12% +1,932 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: 3,580 shares; 2024Q4: 3,713 shares; 2025Q1: 3,629 shares; 2025Q2: 3,750 shares; 2025Q3: 3,863 shares 3,863 $558K 0.12% +113 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: 1,693 shares; 2024Q4: 1,722 shares; 2025Q1: 1,950 shares; 2025Q2: 1,861 shares; 2025Q3: 1,871 shares 1,871 $552K 0.12% +10 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 7,036 shares; 2025Q1: 7,207 shares; 2025Q2: 7,645 shares; 2025Q3: 7,740 shares 7,740 $549K 0.12% +95 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,681 shares; 2024Q4: 126,484 shares; 2025Q1: 159,617 shares; 2025Q2: 176,966 shares; 2025Q3: 44,510 shares 44,510 $534K 0.11% -132,456 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 7,157 shares; 2025Q1: 3,686 shares; 2025Q2: 4,179 shares; 2025Q3: 3,925 shares 3,925 $534K 0.11% -254 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,955 shares; 2025Q1: not reported; 2025Q2: 27,569 shares; 2025Q3: 49,874 shares 49,874 $533K 0.11% +22,305 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 4,456 shares; 2025Q1: 4,621 shares; 2025Q2: 5,309 shares; 2025Q3: 5,600 shares 5,600 $531K 0.11% +291 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,929 shares; 2025Q1: 1,916 shares; 2025Q2: 1,891 shares; 2025Q3: 1,672 shares 1,672 $518K 0.11% -219 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: 5,017 shares; 2024Q4: 5,172 shares; 2025Q1: 5,221 shares; 2025Q2: 4,986 shares; 2025Q3: 5,235 shares 5,235 $513K 0.11% +249 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: 1,550 shares; 2024Q4: 1,501 shares; 2025Q1: 1,385 shares; 2025Q2: 1,463 shares; 2025Q3: 1,500 shares 1,500 $511K 0.11% +37 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: not reported; 2025Q1: 2,920 shares; 2025Q2: 3,749 shares; 2025Q3: 3,789 shares 3,789 $508K 0.11% +40 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,632 shares; 2025Q3: 4,198 shares 4,198 $507K 0.11% -434 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: 6,797 shares; 2024Q4: 6,135 shares; 2025Q1: 6,182 shares; 2025Q2: 6,773 shares; 2025Q3: 7,066 shares 7,066 $505K 0.11% +293 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: 6,712 shares; 2024Q4: 6,378 shares; 2025Q1: 2,655 shares; 2025Q2: 3,007 shares; 2025Q3: 3,029 shares 3,029 $504K 0.11% +22 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: 4,716 shares; 2024Q4: 3,012 shares; 2025Q1: 3,002 shares; 2025Q2: 3,032 shares; 2025Q3: 1,065 shares 1,065 $499K 0.11% -1,967 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,283 shares; 2025Q1: 1,233 shares; 2025Q2: 1,273 shares; 2025Q3: 1,326 shares 1,326 $496K 0.11% +53 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: 418 shares; 2024Q4: 701 shares; 2025Q1: 344 shares; 2025Q2: 269 shares; 2025Q3: 507 shares 507 $491K 0.1% +238 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,774 shares; 2025Q1: 1,759 shares; 2025Q2: 1,753 shares; 2025Q3: 1,751 shares 1,751 $489K 0.1% -2 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: 84,485 shares; 2024Q4: 100,381 shares; 2025Q1: 122,861 shares; 2025Q2: 136,010 shares; 2025Q3: 24,354 shares 24,354 $488K 0.1% -111,656 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: 1,249 shares; 2024Q4: 1,286 shares; 2025Q1: 1,252 shares; 2025Q2: 1,439 shares; 2025Q3: 1,089 shares 1,089 $487K 0.1% -350 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: not reported; 2024Q4: not reported; 2025Q1: 3,703 shares; 2025Q2: 3,796 shares; 2025Q3: 3,605 shares 3,605 $482K 0.1% -191 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: 273 shares; 2024Q4: 275 shares; 2025Q1: 290 shares; 2025Q2: 4,237 shares; 2025Q3: 4,452 shares 4,452 $480K 0.1% +215 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,023 shares 1,023 $479K 0.1% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,495 shares; 2025Q1: 1,460 shares; 2025Q2: 1,447 shares; 2025Q3: 1,426 shares 1,426 $474K 0.1% -21 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 12,564 shares; 2025Q1: 12,636 shares; 2025Q2: 13,125 shares; 2025Q3: 13,285 shares 13,285 $470K 0.1% +160 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: not reported; 2024Q4: 3,139 shares; 2025Q1: 3,624 shares; 2025Q2: 4,672 shares; 2025Q3: 4,218 shares 4,218 $468K 0.1% -454 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP 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: not reported; 2025Q1: 15,100 shares; 2025Q2: 15,113 shares; 2025Q3: 9,603 shares 9,603 $467K 0.1% -5,510 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: 648 shares; 2024Q4: 652 shares; 2025Q1: 624 shares; 2025Q2: 618 shares; 2025Q3: 616 shares 616 $467K 0.1% -2 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: 5,670 shares; 2024Q4: 5,651 shares; 2025Q1: 5,799 shares; 2025Q2: 3,696 shares; 2025Q3: 4,031 shares 4,031 $461K 0.1% +335 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: 7,548 shares; 2024Q4: 7,898 shares; 2025Q1: 4,031 shares; 2025Q2: 4,098 shares; 2025Q3: 5,379 shares 5,379 $456K 0.1% +1,281 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 6,153 shares; 2025Q1: 6,069 shares; 2025Q2: 12,224 shares; 2025Q3: 9,286 shares 9,286 $455K 0.1% -2,938 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,036 shares; 2025Q1: 10,765 shares; 2025Q2: 10,651 shares; 2025Q3: 11,100 shares 11,100 $455K 0.1% +449 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: 1,950 shares; 2024Q4: 1,976 shares; 2025Q1: 1,884 shares; 2025Q2: 1,737 shares; 2025Q3: 1,794 shares 1,794 $451K 0.1% +57 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741 shares; 2025Q1: 719 shares; 2025Q2: 755 shares; 2025Q3: 716 shares 716 $440K 0.09% -39 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,919 shares; 2025Q1: 2,800 shares; 2025Q2: 2,939 shares; 2025Q3: 2,959 shares 2,959 $436K 0.09% +20 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: not reported; 2024Q4: 486 shares; 2025Q1: 796 shares; 2025Q2: 846 shares; 2025Q3: 917 shares 917 $435K 0.09% +71 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: not reported; 2024Q4: 2,106 shares; 2025Q1: 2,667 shares; 2025Q2: 3,160 shares; 2025Q3: 3,492 shares 3,492 $432K 0.09% +332 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: not reported; 2024Q4: 1,789 shares; 2025Q1: 1,053 shares; 2025Q2: 1,738 shares; 2025Q3: 1,212 shares 1,212 $431K 0.09% -526 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 91 shares; 2025Q1: 100 shares; 2025Q2: 95 shares; 2025Q3: 100 shares 100 $429K 0.09% +5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 916 shares; 2025Q1: 891 shares; 2025Q2: 868 shares; 2025Q3: 859 shares 859 $422K 0.09% -9 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: 7,940 shares; 2024Q4: 8,119 shares; 2025Q1: 7,965 shares; 2025Q2: 8,234 shares; 2025Q3: 8,332 shares 8,332 $420K 0.09% +98 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: 1,360 shares; 2024Q4: 1,426 shares; 2025Q1: 1,457 shares; 2025Q2: 1,542 shares; 2025Q3: 1,554 shares 1,554 $420K 0.09% +12 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: 3,388 shares; 2024Q4: 11,861 shares; 2025Q1: 25,994 shares; 2025Q2: 25,877 shares; 2025Q3: 15,290 shares 15,290 $417K 0.09% -10,587 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: 5,332 shares; 2024Q4: 6,024 shares; 2025Q1: 5,437 shares; 2025Q2: 5,411 shares; 2025Q3: 5,518 shares 5,518 $417K 0.09% +107 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,482 shares; 2025Q1: 2,453 shares; 2025Q2: 2,400 shares; 2025Q3: 2,403 shares 2,403 $415K 0.09% +3 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,458 shares; 2024Q4: 153,041 shares; 2025Q1: 170,260 shares; 2025Q2: 158,056 shares; 2025Q3: 8,134 shares 8,134 $409K 0.09% -149,922 Timeline SHV 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: 75,805 shares; 2024Q4: 71,329 shares; 2025Q1: 77,283 shares; 2025Q2: 72,195 shares; 2025Q3: 3,696 shares 3,696 $408K 0.09% -68,499 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,497 shares; 2024Q4: 39,690 shares; 2025Q1: 39,745 shares; 2025Q2: 40,924 shares; 2025Q3: 8,500 shares 8,500 $399K 0.08% -32,424 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,512 shares; 2025Q1: 1,502 shares; 2025Q2: 1,521 shares; 2025Q3: 1,539 shares 1,539 $397K 0.08% +18 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,515 shares; 2025Q1: 3,457 shares; 2025Q2: 3,488 shares; 2025Q3: 3,580 shares 3,580 $390K 0.08% +92 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 828 shares; 2025Q1: 812 shares; 2025Q2: 815 shares; 2025Q3: 833 shares 833 $382K 0.08% +18 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,317 shares; 2025Q1: 1,291 shares; 2025Q2: 1,350 shares; 2025Q3: 1,341 shares 1,341 $380K 0.08% -9 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,809 shares; 2025Q1: 2,625 shares; 2025Q2: 2,126 shares; 2025Q3: 1,804 shares 1,804 $380K 0.08% -322 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,634 shares; 2025Q3: 8,681 shares 8,681 $379K 0.08% +47 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 776 shares; 2025Q1: 772 shares; 2025Q2: 770 shares; 2025Q3: 780 shares 780 $378K 0.08% +10 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: 1,514 shares; 2024Q4: 1,192 shares; 2025Q1: 1,091 shares; 2025Q2: 1,251 shares; 2025Q3: 1,302 shares 1,302 $375K 0.08% +51 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,403 shares; 2025Q3: 3,672 shares 3,672 $369K 0.08% +1,269 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,831 shares; 2025Q1: 1,776 shares; 2025Q2: 1,800 shares; 2025Q3: 1,794 shares 1,794 $368K 0.08% -6 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 930 shares; 2025Q1: 864 shares; 2025Q2: 1,003 shares; 2025Q3: 1,029 shares 1,029 $361K 0.08% +26 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA 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: 1,320 shares; 2025Q1: 1,173 shares; 2025Q2: 1,254 shares; 2025Q3: 1,803 shares 1,803 $357K 0.08% +549 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: 21,023 shares; 2024Q4: 21,595 shares; 2025Q1: 21,061 shares; 2025Q2: 20,960 shares; 2025Q3: 21,280 shares 21,280 $356K 0.08% +320 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 508 shares 508 $354K 0.08% +14 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 447 shares; 2025Q1: 429 shares; 2025Q2: 461 shares; 2025Q3: 449 shares 449 $352K 0.07% -12 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: 1,412 shares; 2024Q4: 1,148 shares; 2025Q1: 1,529 shares; 2025Q2: 1,579 shares; 2025Q3: 1,615 shares 1,615 $349K 0.07% +36 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 657 shares; 2025Q2: 668 shares; 2025Q3: 680 shares 680 $347K 0.07% +12 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,866 shares 6,866 $347K 0.07% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,940 shares; 2025Q2: 3,414 shares; 2025Q3: 3,037 shares 3,037 $345K 0.07% -377 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: not reported; 2025Q3: 10,514 shares 10,514 $345K 0.07% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,897 shares; 2025Q1: 2,854 shares; 2025Q2: 3,169 shares; 2025Q3: 3,288 shares 3,288 $343K 0.07% +119 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,359 shares; 2025Q1: 1,307 shares; 2025Q2: 1,309 shares; 2025Q3: 1,323 shares 1,323 $343K 0.07% +14 Timeline K KELLANOVA More: the full row for KELLANOVA 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: 2,484 shares; 2025Q2: not reported; 2025Q3: 4,099 shares 4,099 $336K 0.07% new Timeline PMAY 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: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 8,643 shares; 2025Q3: 8,643 shares 8,643 $336K 0.07% 0 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,935 shares 11,935 $329K 0.07% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,934 shares; 2025Q1: 10,584 shares; 2025Q2: 10,941 shares; 2025Q3: 10,797 shares 10,797 $326K 0.07% -144 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,643 shares; 2024Q4: 10,902 shares; 2025Q1: 11,609 shares; 2025Q2: 12,117 shares; 2025Q3: 12,446 shares 12,446 $325K 0.07% +329 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: 4,243 shares; 2024Q4: 4,255 shares; 2025Q1: 4,150 shares; 2025Q2: 3,942 shares; 2025Q3: 3,940 shares 3,940 $325K 0.07% -2 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,377 shares; 2025Q1: 2,350 shares; 2025Q2: 2,362 shares; 2025Q3: 2,439 shares 2,439 $317K 0.07% +77 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,459 shares; 2025Q1: 2,433 shares; 2025Q2: 2,471 shares; 2025Q3: 2,492 shares 2,492 $317K 0.07% +21 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: 5,446 shares; 2024Q4: 5,552 shares; 2025Q1: 4,900 shares; 2025Q2: 5,274 shares; 2025Q3: 5,289 shares 5,289 $314K 0.07% +15 HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,316 shares; 2025Q1: 2,255 shares; 2025Q2: 2,296 shares; 2025Q3: 2,313 shares 2,313 $310K 0.07% +17 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,656 shares; 2025Q1: 1,680 shares; 2025Q2: 1,867 shares; 2025Q3: 1,837 shares 1,837 $310K 0.07% -30 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: not reported; 2024Q4: not reported; 2025Q1: 2,029 shares; 2025Q2: 2,435 shares; 2025Q3: 2,745 shares 2,745 $309K 0.07% +310 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 5,181 shares; 2025Q1: 2,383 shares; 2025Q2: 2,504 shares; 2025Q3: 2,515 shares 2,515 $305K 0.06% +11 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,363 shares; 2025Q3: 2,204 shares 2,204 $302K 0.06% -6,159 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,444 shares; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 1,768 shares 1,768 $302K 0.06% +86 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK 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: 3,300 shares; 2025Q2: 3,222 shares; 2025Q3: 3,039 shares 3,039 $301K 0.06% -183 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,468 shares; 2025Q1: 1,472 shares; 2025Q2: 1,471 shares; 2025Q3: 1,449 shares 1,449 $300K 0.06% -22 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: not reported; 2025Q1: not reported; 2025Q2: 9,064 shares; 2025Q3: 8,837 shares 8,837 $296K 0.06% -227 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: 2,079 shares; 2024Q4: 10,039 shares; 2025Q1: 10,065 shares; 2025Q2: 10,180 shares; 2025Q3: 10,198 shares 10,198 $294K 0.06% +18 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 316 shares; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 303 shares 303 $289K 0.06% +4 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,291 shares; 2025Q1: 1,297 shares; 2025Q2: 1,470 shares; 2025Q3: 430 shares 430 $287K 0.06% -1,040 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE 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: 9,127 shares 9,127 $285K 0.06% new 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: 4,251 shares; 2024Q4: 3,193 shares; 2025Q1: 3,228 shares; 2025Q2: 3,272 shares; 2025Q3: 3,711 shares 3,711 $285K 0.06% +439 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,268 shares; 2025Q1: 4,078 shares; 2025Q2: 4,220 shares; 2025Q3: 3,083 shares 3,083 $282K 0.06% -1,137 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: not reported; 2024Q4: 906 shares; 2025Q1: 983 shares; 2025Q2: 759 shares; 2025Q3: 999 shares 999 $282K 0.06% +240 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,609 shares; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,395 shares 3,395 $281K 0.06% +29 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,195 shares; 2025Q1: 4,477 shares; 2025Q2: 3,576 shares; 2025Q3: 3,318 shares 3,318 $281K 0.06% -258 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,058 shares; 2025Q1: 2,259 shares; 2025Q2: 2,371 shares; 2025Q3: 1,885 shares 1,885 $280K 0.06% -486 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 2,441 shares 2,441 $280K 0.06% +138 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: 2,810 shares; 2025Q1: 3,359 shares; 2025Q2: 3,286 shares; 2025Q3: 2,843 shares 2,843 $278K 0.06% -443 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,131 shares; 2025Q1: 4,060 shares; 2025Q2: 4,126 shares; 2025Q3: 4,103 shares 4,103 $277K 0.06% -23 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 1,624 shares; 2025Q1: 1,620 shares; 2025Q2: 1,941 shares; 2025Q3: 1,967 shares 1,967 $276K 0.06% +26 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,811 shares; 2025Q3: 4,888 shares 4,888 $274K 0.06% +77 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 843 shares 843 $274K 0.06% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,973 shares; 2025Q3: 5,973 shares 5,973 $274K 0.06% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,498 shares 10,498 $273K 0.06% new 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: 3,693 shares; 2024Q4: 3,615 shares; 2025Q1: 3,487 shares; 2025Q2: 3,550 shares; 2025Q3: 3,477 shares 3,477 $273K 0.06% -73 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,732 shares; 2025Q1: 1,723 shares; 2025Q2: 1,713 shares; 2025Q3: 1,730 shares 1,730 $273K 0.06% +17 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,431 shares; 2025Q1: 4,311 shares; 2025Q2: 4,411 shares; 2025Q3: 4,455 shares 4,455 $272K 0.06% +44 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,461 shares; 2025Q1: 1,485 shares; 2025Q2: 1,519 shares; 2025Q3: 1,348 shares 1,348 $272K 0.06% -171 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: 575 shares; 2024Q4: 564 shares; 2025Q1: 503 shares; 2025Q2: 543 shares; 2025Q3: 548 shares 548 $270K 0.06% +5 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 422 shares; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 429 shares 429 $270K 0.06% +9 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 892 shares; 2025Q1: 920 shares; 2025Q2: 940 shares; 2025Q3: 978 shares 978 $269K 0.06% +38 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK 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: 11,185 shares; 2025Q3: 11,906 shares 11,906 $268K 0.06% +721 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,711 shares; 2025Q1: 1,735 shares; 2025Q2: 1,598 shares; 2025Q3: 1,395 shares 1,395 $267K 0.06% -203 Timeline FELG 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: not reported; 2024Q4: not reported; 2025Q1: 6,577 shares; 2025Q2: 6,620 shares; 2025Q3: 6,450 shares 6,450 $265K 0.06% -170 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: not reported; 2025Q3: 4,252 shares 4,252 $261K 0.06% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares 2,348 $259K 0.05% 0 Timeline NVNI GROUP LTD NVNI GROUP LTD More: the full row for NVNI GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422,261 shares; 2025Q2: 338,761 shares; 2025Q3: 308,761 shares 308,761 $256K 0.05% -30,000 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: 128,956 shares; 2024Q4: 35,509 shares; 2025Q1: 35,360 shares; 2025Q2: 35,123 shares; 2025Q3: 9,443 shares 9,443 $256K 0.05% -25,680 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,381 shares; 2025Q1: 1,337 shares; 2025Q2: 1,010 shares; 2025Q3: 1,041 shares 1,041 $256K 0.05% +31 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 10,000 shares 10,000 $256K 0.05% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 866 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 830 shares 830 $255K 0.05% +2 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: 2,532 shares; 2025Q1: 3,492 shares; 2025Q2: 3,489 shares; 2025Q3: 2,551 shares 2,551 $255K 0.05% -938 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,392 shares; 2025Q1: 2,391 shares; 2025Q2: 1,513 shares; 2025Q3: 1,489 shares 1,489 $254K 0.05% -24 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,824 shares; 2025Q1: 2,655 shares; 2025Q2: 2,538 shares; 2025Q3: 2,573 shares 2,573 $253K 0.05% +35 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: 4,231 shares; 2024Q4: 3,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,991 shares 4,991 $252K 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,477 shares; 2025Q1: 1,391 shares; 2025Q2: 1,003 shares; 2025Q3: 959 shares 959 $252K 0.05% -44 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 775 shares; 2025Q3: 778 shares 778 $251K 0.05% +3 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 3,089 shares 3,089 $251K 0.05% new Timeline QIS SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,693 shares; 2025Q3: 13,084 shares 13,084 $251K 0.05% +2,391 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,396 shares; 2025Q1: 2,076 shares; 2025Q2: 2,171 shares; 2025Q3: 1,978 shares 1,978 $248K 0.05% -193 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: 650 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 332 shares 332 $248K 0.05% +2 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: 4,514 shares; 2025Q3: 4,629 shares 4,629 $246K 0.05% +115 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 31,531 shares; 2025Q1: 32,453 shares; 2025Q2: 31,726 shares; 2025Q3: 33,757 shares 33,757 $245K 0.05% +2,031 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,730 shares 1,730 $245K 0.05% +50 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: not reported; 2024Q4: 3,820 shares; 2025Q1: 3,729 shares; 2025Q2: 3,806 shares; 2025Q3: 3,833 shares 3,833 $243K 0.05% +27 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,083 shares; 2025Q1: 1,209 shares; 2025Q2: 1,047 shares; 2025Q3: 753 shares 753 $243K 0.05% -294 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares 717 $242K 0.05% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 32 shares; 2025Q1: 31 shares; 2025Q2: 28 shares; 2025Q3: 30 shares 30 $241K 0.05% +2 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: 1,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,119 shares 1,119 $238K 0.05% +58 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,216 shares; 2025Q2: 4,114 shares; 2025Q3: 4,080 shares 4,080 $237K 0.05% -34 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,829 shares 2,829 $237K 0.05% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,143 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,088 shares 2,088 $237K 0.05% +10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501 shares 3,501 $235K 0.05% new Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,286 shares; 2024Q4: 84,718 shares; 2025Q1: 105,943 shares; 2025Q2: 119,601 shares; 2025Q3: 25,141 shares 25,141 $233K 0.05% -94,460 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: 1,590 shares 1,590 $231K 0.05% new 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: 8,696 shares; 2024Q4: 8,878 shares; 2025Q1: 8,862 shares; 2025Q2: 6,163 shares; 2025Q3: 5,114 shares 5,114 $231K 0.05% -1,049 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,596 shares; 2025Q3: 3,758 shares 3,758 $230K 0.05% +162 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 3,014 shares; 2025Q1: 2,519 shares; 2025Q2: 3,121 shares; 2025Q3: 2,871 shares 2,871 $229K 0.05% -250 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: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: not reported; 2025Q3: 391 shares 391 $229K 0.05% new 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: 4,938 shares; 2024Q4: 4,865 shares; 2025Q1: 4,929 shares; 2025Q2: 4,903 shares; 2025Q3: 4,790 shares 4,790 $229K 0.05% -113 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,733 shares; 2025Q2: not reported; 2025Q3: 1,595 shares 1,595 $228K 0.05% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,216 shares; 2025Q1: 1,147 shares; 2025Q2: 1,114 shares; 2025Q3: 1,115 shares 1,115 $228K 0.05% +1 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 6,020 shares; 2025Q1: 5,982 shares; 2025Q2: 5,822 shares; 2025Q3: 4,015 shares 4,015 $227K 0.05% -1,807 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: 10,447 shares; 2024Q4: 10,815 shares; 2025Q1: 10,622 shares; 2025Q2: 10,808 shares; 2025Q3: 10,975 shares 10,975 $227K 0.05% +167 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,453 shares; 2025Q3: 4,493 shares 4,493 $226K 0.05% +40 Timeline IWY 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: 826 shares; 2025Q3: 826 shares 826 $226K 0.05% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares 1,472 $224K 0.05% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 1,702 shares; 2025Q3: 1,412 shares 1,412 $224K 0.05% -290 Timeline BSV 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: 2,844 shares; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,825 shares 2,825 $223K 0.05% +13 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,109 shares 1,109 $223K 0.05% +19 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: 1,280 shares; 2024Q4: 1,353 shares; 2025Q1: 1,708 shares; 2025Q2: 1,248 shares; 2025Q3: 1,210 shares 1,210 $222K 0.05% -38 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,780 shares 3,780 $222K 0.05% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 662 shares; 2025Q1: 638 shares; 2025Q2: 650 shares; 2025Q3: 665 shares 665 $221K 0.05% +15 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: not reported; 2024Q4: 3,676 shares; 2025Q1: 6,050 shares; 2025Q2: 2,239 shares; 2025Q3: 2,222 shares 2,222 $221K 0.05% -17 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,053 shares; 2025Q1: 3,800 shares; 2025Q2: 3,565 shares; 2025Q3: 2,622 shares 2,622 $219K 0.05% -943 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC 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: 610 shares; 2025Q2: not reported; 2025Q3: 629 shares 629 $218K 0.05% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 775 shares; 2025Q3: 778 shares 778 $218K 0.05% +3 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,302 shares 9,302 $217K 0.05% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: 1,719 shares; 2025Q1: not reported; 2025Q2: 1,631 shares; 2025Q3: 1,636 shares 1,636 $217K 0.05% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares 1,007 $216K 0.05% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,860 shares 1,860 $216K 0.05% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL 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: 2,514 shares 2,514 $213K 0.05% new Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,097 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,712 shares 8,712 $213K 0.05% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 944 shares 944 $213K 0.05% +14 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares 4,700 $212K 0.04% new 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: 779 shares; 2024Q4: 3,821 shares; 2025Q1: 3,761 shares; 2025Q2: not reported; 2025Q3: 3,712 shares 3,712 $211K 0.04% new 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: 720 shares; 2024Q4: 822 shares; 2025Q1: 925 shares; 2025Q2: 786 shares; 2025Q3: 566 shares 566 $210K 0.04% -220 Timeline WLFC WILLIS LEASE FIN CORP More: the full row for WILLIS LEASE FIN 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: 1,529 shares 1,529 $210K 0.04% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 767 shares; 2025Q1: 755 shares; 2025Q2: 738 shares; 2025Q3: 727 shares 727 $209K 0.04% -11 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: 693 shares; 2024Q4: 773 shares; 2025Q1: 882 shares; 2025Q2: 763 shares; 2025Q3: 766 shares 766 $209K 0.04% +3 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: 5,953 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,653 shares; 2025Q3: 3,301 shares 3,301 $208K 0.04% -1,352 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares 2,457 $207K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares 624 $205K 0.04% new 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: 4,283 shares; 2024Q4: 3,685 shares; 2025Q1: 3,544 shares; 2025Q2: 3,474 shares; 2025Q3: 3,060 shares 3,060 $205K 0.04% -414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares 409 $204K 0.04% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,569 shares; 2025Q3: 12,658 shares 12,658 $203K 0.04% +89 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA 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: 19,301 shares; 2025Q3: 33,724 shares 33,724 $202K 0.04% +14,423 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: not reported; 2025Q2: not reported; 2025Q3: 316 shares 316 $202K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares 218 $201K 0.04% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL 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: 21,706 shares 21,706 $193K 0.04% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA 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: not reported; 2025Q3: 10,221 shares 10,221 $187K 0.04% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,042 shares; 2024Q4: 40,454 shares; 2025Q1: 38,466 shares; 2025Q2: 41,065 shares; 2025Q3: 40,773 shares 40,773 $185K 0.04% -292 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 13,451 shares; 2025Q1: 10,984 shares; 2025Q2: 13,182 shares; 2025Q3: 13,142 shares 13,142 $184K 0.04% -40 Timeline TNGY 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: 19,292 shares; 2025Q3: 18,884 shares 18,884 $171K 0.04% -408 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 15,742 shares; 2025Q1: 15,372 shares; 2025Q2: 14,789 shares; 2025Q3: 14,968 shares 14,968 $166K 0.04% +179 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,362 shares; 2025Q1: not reported; 2025Q2: 21,800 shares; 2025Q3: 22,960 shares 22,960 $157K 0.03% +1,160 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,213 shares; 2025Q1: 24,562 shares; 2025Q2: 28,995 shares; 2025Q3: 29,420 shares 29,420 $149K 0.03% +425 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA 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: 14,588 shares; 2025Q3: 13,611 shares 13,611 $122K 0.03% -977 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,198 shares; 2025Q1: 13,842 shares; 2025Q2: 74,517 shares; 2025Q3: 10,808 shares 10,808 $96.9K 0.02% -63,709 Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET 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: 14,791 shares 14,791 $85.9K 0.02% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 38,117 shares; 2025Q1: 37,226 shares; 2025Q2: 33,000 shares; 2025Q3: 32,122 shares 32,122 $84.5K 0.02% -878 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,786 shares; 2024Q4: 19,531 shares; 2025Q1: 20,045 shares; 2025Q2: 21,658 shares; 2025Q3: 20,697 shares 20,697 $80.5K 0.02% -961 Timeline BSBR BANCO SANTANDER BRASIL S A More: the full row for BANCO SANTANDER BRASIL 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: 13,101 shares; 2025Q2: 14,270 shares; 2025Q3: 13,581 shares 13,581 $75.9K 0.02% -689 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN 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: 11,934 shares 11,934 $68.1K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,828 shares; 2024Q4: 14,227 shares; 2025Q1: 14,903 shares; 2025Q2: 15,363 shares; 2025Q3: 14,106 shares 14,106 $67.8K 0.01% -1,257 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 16,677 shares; 2025Q2: 25,474 shares; 2025Q3: 18,200 shares 18,200 $47.9K 0.01% -7,274 Timeline Reviva Pharmaceuticals Hold… Reviva Pharmaceuticals Holdings I… More: the full row for Reviva Pharmaceuticals Holdings Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares 10,000 $3.69K <0.01% -10,000