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: restricted; 2024Q4: 682,869 shares; 2025Q1: 661,117 shares; 2025Q2: 652,480 shares; 2025Q3: 633,520 shares 633,520 $328M 5.83% -18,960 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: restricted; 2024Q4: 1,738,465 shares; 2025Q1: 1,693,119 shares; 2025Q2: 1,651,125 shares; 2025Q3: 1,593,820 shares 1,593,820 $297M 5.28% -57,305 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: restricted; 2024Q4: 1,141,361 shares; 2025Q1: 1,148,191 shares; 2025Q2: 1,104,072 shares; 2025Q3: 1,081,376 shares 1,081,376 $275M 4.89% -22,696 Timeline GVI 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: restricted; 2024Q4: 1,411,468 shares; 2025Q1: 1,851,789 shares; 2025Q2: 2,377,520 shares; 2025Q3: 2,393,617 shares 2,393,617 $257M 4.57% +16,097 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: restricted; 2024Q4: 670,177 shares; 2025Q1: 614,103 shares; 2025Q2: 587,129 shares; 2025Q3: 571,789 shares 571,789 $189M 3.35% -15,340 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: restricted; 2024Q4: 866,308 shares; 2025Q1: 815,638 shares; 2025Q2: 804,840 shares; 2025Q3: 764,235 shares 764,235 $186M 3.3% -40,605 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: restricted; 2024Q4: 739,240 shares; 2025Q1: 714,142 shares; 2025Q2: 703,390 shares; 2025Q3: 709,536 shares 709,536 $156M 2.77% +6,146 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: restricted; 2024Q4: 1,990,145 shares; 2025Q1: 2,159,154 shares; 2025Q2: 2,211,554 shares; 2025Q3: 2,345,531 shares 2,345,531 $141M 2.5% +133,977 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: restricted; 2024Q4: 454,745 shares; 2025Q1: 426,521 shares; 2025Q2: 421,682 shares; 2025Q3: 436,426 shares 436,426 $138M 2.45% +14,744 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: restricted; 2024Q4: 191,845 shares; 2025Q1: 211,126 shares; 2025Q2: 199,231 shares; 2025Q3: 193,989 shares 193,989 $129M 2.3% -5,242 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: restricted; 2024Q4: 334,060 shares; 2025Q1: 343,625 shares; 2025Q2: 340,004 shares; 2025Q3: 334,114 shares 334,114 $114M 2.03% -5,890 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: restricted; 2024Q4: 156,908 shares; 2025Q1: 161,706 shares; 2025Q2: 149,457 shares; 2025Q3: 152,916 shares 152,916 $112M 2% +3,459 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: restricted; 2024Q4: 1,343,940 shares; 2025Q1: 1,214,643 shares; 2025Q2: 1,191,899 shares; 2025Q3: 1,058,954 shares 1,058,954 $109M 1.94% -132,945 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,008 shares; 2025Q1: 129,884 shares; 2025Q2: 137,187 shares; 2025Q3: 150,509 shares 150,509 $101M 1.79% +13,322 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850,399 shares; 2025Q1: 2,099,915 shares; 2025Q2: 2,175,636 shares; 2025Q3: 2,266,349 shares 2,266,349 $100M 1.78% +90,713 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: restricted; 2024Q4: 90,279 shares; 2025Q1: 108,381 shares; 2025Q2: 123,674 shares; 2025Q3: 128,838 shares 128,838 $98.3M 1.75% +5,164 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: restricted; 2024Q4: 286,391 shares; 2025Q1: 364,253 shares; 2025Q2: 359,527 shares; 2025Q3: 349,123 shares 349,123 $98.2M 1.74% -10,404 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 641,718 shares; 2025Q1: 1,064,902 shares; 2025Q2: 1,090,031 shares; 2025Q3: 1,345,182 shares 1,345,182 $90.8M 1.61% +255,151 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: restricted; 2024Q4: 290,164 shares; 2025Q1: 372,194 shares; 2025Q2: 376,510 shares; 2025Q3: 377,988 shares 377,988 $87.5M 1.55% +1,478 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: restricted; 2024Q4: 694,033 shares; 2025Q1: 716,325 shares; 2025Q2: 715,237 shares; 2025Q3: 684,878 shares 684,878 $77.2M 1.37% -30,359 Timeline JIRE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572,196 shares; 2025Q3: 1,018,563 shares 1,018,563 $74.9M 1.33% +446,367 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: restricted; 2024Q4: 19,649 shares; 2025Q1: 51,557 shares; 2025Q2: 60,747 shares; 2025Q3: 61,719 shares 61,719 $74M 1.31% +972 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: restricted; 2024Q4: 1,135,559 shares; 2025Q1: 1,363,308 shares; 2025Q2: 1,346,473 shares; 2025Q3: 1,363,159 shares 1,363,159 $70.3M 1.25% +16,686 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: restricted; 2024Q4: 201,331 shares; 2025Q1: 190,041 shares; 2025Q2: 187,398 shares; 2025Q3: 186,447 shares 186,447 $69.8M 1.24% -951 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: restricted; 2024Q4: 923,100 shares; 2025Q1: 923,543 shares; 2025Q2: 905,425 shares; 2025Q3: 833,085 shares 833,085 $62.9M 1.12% -72,340 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: restricted; 2024Q4: 241,568 shares; 2025Q1: 265,739 shares; 2025Q2: 313,506 shares; 2025Q3: 318,985 shares 318,985 $62M 1.1% +5,479 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 381,919 shares; 2025Q1: 456,730 shares; 2025Q2: 455,094 shares; 2025Q3: 462,158 shares 462,158 $60.6M 1.08% +7,064 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 74 shares; 2025Q2: 76 shares; 2025Q3: 76 shares 76 $57.3M 1.02% 0 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: restricted; 2024Q4: 319,796 shares; 2025Q1: 315,337 shares; 2025Q2: 357,793 shares; 2025Q3: 360,386 shares 360,386 $55.4M 0.98% +2,593 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: restricted; 2024Q4: not reported; 2025Q1: 50,424 shares; 2025Q2: 49,434 shares; 2025Q3: 47,466 shares 47,466 $55.3M 0.98% -1,968 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: restricted; 2024Q4: 248,695 shares; 2025Q1: 215,883 shares; 2025Q2: 170,332 shares; 2025Q3: 155,684 shares 155,684 $51.7M 0.92% -14,648 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,195 shares; 2025Q1: 253,801 shares; 2025Q2: 249,225 shares; 2025Q3: 251,076 shares 251,076 $51.1M 0.91% +1,851 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: restricted; 2024Q4: 165,460 shares; 2025Q1: 191,298 shares; 2025Q2: 191,772 shares; 2025Q3: 184,753 shares 184,753 $50.6M 0.9% -7,019 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: restricted; 2024Q4: 54,260 shares; 2025Q1: 54,771 shares; 2025Q2: 54,144 shares; 2025Q3: 49,718 shares 49,718 $45.8M 0.81% -4,426 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: restricted; 2024Q4: 261,587 shares; 2025Q1: 275,216 shares; 2025Q2: 231,439 shares; 2025Q3: 225,232 shares 225,232 $45.3M 0.8% -6,207 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: restricted; 2024Q4: 167,174 shares; 2025Q1: 194,368 shares; 2025Q2: 200,636 shares; 2025Q3: 202,291 shares 202,291 $44.7M 0.79% +1,655 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: restricted; 2024Q4: 102,634 shares; 2025Q1: 147,096 shares; 2025Q2: 144,660 shares; 2025Q3: 145,589 shares 145,589 $44.2M 0.79% +929 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: restricted; 2024Q4: 216,476 shares; 2025Q1: 371,092 shares; 2025Q2: 386,961 shares; 2025Q3: 390,466 shares 390,466 $43.9M 0.78% +3,505 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: restricted; 2024Q4: 78,695 shares; 2025Q1: 238,843 shares; 2025Q2: 322,469 shares; 2025Q3: 327,763 shares 327,763 $43.9M 0.78% +5,294 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367,012 shares; 2025Q1: 362,152 shares; 2025Q2: 359,929 shares; 2025Q3: 361,148 shares 361,148 $41.4M 0.73% +1,219 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: restricted; 2024Q4: 185,576 shares; 2025Q1: 196,677 shares; 2025Q2: 161,496 shares; 2025Q3: 161,822 shares 161,822 $39.8M 0.71% +326 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,557 shares; 2025Q1: 183,575 shares; 2025Q2: 186,533 shares; 2025Q3: 190,640 shares 190,640 $37.8M 0.67% +4,107 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: restricted; 2024Q4: 48,000 shares; 2025Q1: 56,707 shares; 2025Q2: 49,212 shares; 2025Q3: 49,634 shares 49,634 $37.6M 0.67% +422 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: restricted; 2024Q4: not reported; 2025Q1: 148,812 shares; 2025Q2: 250,002 shares; 2025Q3: 256,244 shares 256,244 $37.3M 0.66% +6,242 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: restricted; 2024Q4: 106,613 shares; 2025Q1: 99,789 shares; 2025Q2: 97,478 shares; 2025Q3: 90,635 shares 90,635 $36.7M 0.65% -6,843 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: restricted; 2024Q4: 140,234 shares; 2025Q1: 139,786 shares; 2025Q2: 139,309 shares; 2025Q3: 139,996 shares 139,996 $35.2M 0.63% +687 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: restricted; 2024Q4: 94,677 shares; 2025Q1: 79,351 shares; 2025Q2: 78,572 shares; 2025Q3: 73,106 shares 73,106 $34.7M 0.62% -5,466 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: restricted; 2024Q4: 89,569 shares; 2025Q1: 111,353 shares; 2025Q2: 177,751 shares; 2025Q3: 203,731 shares 203,731 $34.3M 0.61% +25,980 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: restricted; 2024Q4: 26,534 shares; 2025Q1: 26,988 shares; 2025Q2: 26,898 shares; 2025Q3: 29,342 shares 29,342 $31.6M 0.56% +2,444 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: restricted; 2024Q4: 304,881 shares; 2025Q1: 209,193 shares; 2025Q2: 268,578 shares; 2025Q3: 293,178 shares 293,178 $28.6M 0.51% +24,600 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396,823 shares; 2025Q1: 1,302,653 shares; 2025Q2: 1,458,016 shares; 2025Q3: 1,547,906 shares 1,547,906 $28.1M 0.5% +89,890 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,348 shares; 2025Q1: 82,108 shares; 2025Q2: 82,013 shares; 2025Q3: 139,091 shares 139,091 $26.7M 0.48% +57,078 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,454 shares; 2025Q1: 245,284 shares; 2025Q2: 303,872 shares; 2025Q3: 282,738 shares 282,738 $26.3M 0.47% -21,134 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,816 shares; 2025Q1: 152,718 shares; 2025Q2: 238,930 shares; 2025Q3: 244,202 shares 244,202 $26M 0.46% +5,272 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: restricted; 2024Q4: 70,283 shares; 2025Q1: 83,340 shares; 2025Q2: 87,082 shares; 2025Q3: 87,191 shares 87,191 $25.6M 0.45% +109 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,157 shares; 2025Q1: 51,779 shares; 2025Q2: 51,724 shares; 2025Q3: 52,007 shares 52,007 $25.3M 0.45% +283 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: restricted; 2024Q4: 216,182 shares; 2025Q1: 214,694 shares; 2025Q2: 210,887 shares; 2025Q3: 281,953 shares 281,953 $23.2M 0.41% +71,066 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: restricted; 2024Q4: 120,742 shares; 2025Q1: 113,929 shares; 2025Q2: 112,766 shares; 2025Q3: 111,912 shares 111,912 $22.9M 0.41% -854 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,055 shares; 2025Q1: 163,605 shares; 2025Q2: 161,168 shares; 2025Q3: 168,612 shares 168,612 $22.5M 0.4% +7,444 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 579,127 shares; 2025Q1: 273,958 shares; 2025Q2: 265,160 shares; 2025Q3: 244,140 shares 244,140 $21.9M 0.39% -21,020 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: restricted; 2024Q4: 17,179 shares; 2025Q1: 16,835 shares; 2025Q2: 230,978 shares; 2025Q3: 193,416 shares 193,416 $20.9M 0.37% -37,562 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,013 shares; 2025Q1: 162,487 shares; 2025Q2: 219,903 shares; 2025Q3: 711,343 shares 711,343 $20.1M 0.36% +491,440 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: restricted; 2024Q4: 152,024 shares; 2025Q1: 147,120 shares; 2025Q2: 144,400 shares; 2025Q3: 141,818 shares 141,818 $19.9M 0.35% -2,582 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: restricted; 2024Q4: 22,571 shares; 2025Q1: 22,201 shares; 2025Q2: 21,916 shares; 2025Q3: 20,698 shares 20,698 $19.2M 0.34% -1,218 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: restricted; 2024Q4: 452,684 shares; 2025Q1: 283,525 shares; 2025Q2: 271,365 shares; 2025Q3: 223,610 shares 223,610 $18.8M 0.33% -47,755 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,270 shares; 2025Q1: 259,143 shares; 2025Q2: 247,143 shares; 2025Q3: 238,845 shares 238,845 $18.2M 0.32% -8,298 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,740 shares; 2025Q1: 137,720 shares; 2025Q2: 136,714 shares; 2025Q3: 137,407 shares 137,407 $18.2M 0.32% +693 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: restricted; 2024Q4: 73,805 shares; 2025Q1: 68,896 shares; 2025Q2: 66,742 shares; 2025Q3: 66,255 shares 66,255 $18.1M 0.32% -487 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: restricted; 2024Q4: 110,294 shares; 2025Q1: 127,237 shares; 2025Q2: 124,874 shares; 2025Q3: 116,420 shares 116,420 $16.8M 0.3% -8,454 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: restricted; 2024Q4: 259,683 shares; 2025Q1: 263,092 shares; 2025Q2: 263,764 shares; 2025Q3: 268,975 shares 268,975 $16.8M 0.3% +5,211 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: restricted; 2024Q4: 80,727 shares; 2025Q1: 75,298 shares; 2025Q2: 68,846 shares; 2025Q3: 67,183 shares 67,183 $16.4M 0.29% -1,663 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,042 shares; 2025Q1: 58,795 shares; 2025Q2: 57,009 shares; 2025Q3: 85,223 shares 85,223 $16.2M 0.29% +28,214 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227,554 shares; 2025Q1: 380,732 shares; 2025Q2: 397,629 shares; 2025Q3: 418,955 shares 418,955 $15.8M 0.28% +21,326 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: restricted; 2024Q4: 59,459 shares; 2025Q1: 58,292 shares; 2025Q2: 57,885 shares; 2025Q3: 57,881 shares 57,881 $15.1M 0.27% -4 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,924 shares; 2025Q1: 151,229 shares; 2025Q2: 156,987 shares; 2025Q3: 345,194 shares 345,194 $15M 0.27% +188,207 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: restricted; 2024Q4: 29,243 shares; 2025Q1: 28,393 shares; 2025Q2: 29,773 shares; 2025Q3: 29,455 shares 29,455 $14.8M 0.26% -318 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377,370 shares; 2025Q1: 326,716 shares; 2025Q2: 321,842 shares; 2025Q3: 313,920 shares 313,920 $13.8M 0.24% -7,922 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: restricted; 2024Q4: 38,990 shares; 2025Q1: 38,826 shares; 2025Q2: 38,338 shares; 2025Q3: 79,799 shares 79,799 $13.4M 0.24% +41,461 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,315 shares; 2025Q1: 26,444 shares; 2025Q2: 25,287 shares; 2025Q3: 371,255 shares 371,255 $13.1M 0.23% +345,968 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,535 shares; 2025Q1: 306,033 shares; 2025Q2: 304,587 shares; 2025Q3: 293,304 shares 293,304 $12.9M 0.23% -11,283 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,768 shares; 2025Q1: 47,484 shares; 2025Q2: 47,026 shares; 2025Q3: 48,106 shares 48,106 $12.1M 0.21% +1,080 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: restricted; 2024Q4: 83,008 shares; 2025Q1: 69,127 shares; 2025Q2: 67,251 shares; 2025Q3: 65,185 shares 65,185 $12.1M 0.21% -2,066 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,232 shares; 2025Q1: 55,978 shares; 2025Q2: 55,250 shares; 2025Q3: 70,055 shares 70,055 $12M 0.21% +14,805 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: restricted; 2024Q4: 167,584 shares; 2025Q1: 169,514 shares; 2025Q2: 166,732 shares; 2025Q3: 167,040 shares 167,040 $11.1M 0.2% +308 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: restricted; 2024Q4: 244,342 shares; 2025Q1: 259,199 shares; 2025Q2: 253,079 shares; 2025Q3: 249,324 shares 249,324 $11M 0.19% -3,755 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: restricted; 2024Q4: 26,027 shares; 2025Q1: 25,623 shares; 2025Q2: 34,255 shares; 2025Q3: 33,384 shares 33,384 $11M 0.19% -871 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: restricted; 2024Q4: 8,130 shares; 2025Q1: 7,669 shares; 2025Q2: 8,174 shares; 2025Q3: 17,851 shares 17,851 $10.9M 0.19% +9,677 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: restricted; 2024Q4: 246,253 shares; 2025Q1: 121,650 shares; 2025Q2: 118,555 shares; 2025Q3: 65,775 shares 65,775 $10.2M 0.18% -52,780 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: restricted; 2024Q4: 31,544 shares; 2025Q1: 32,445 shares; 2025Q2: 33,332 shares; 2025Q3: 33,842 shares 33,842 $9.55M 0.17% +510 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,921 shares; 2025Q1: 136,875 shares; 2025Q2: 132,942 shares; 2025Q3: 130,599 shares 130,599 $8.52M 0.15% -2,343 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 6,198 shares 6,198 $8.17M 0.15% +6,120 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: restricted; 2024Q4: 13,845 shares; 2025Q1: 14,103 shares; 2025Q2: 13,537 shares; 2025Q3: 13,508 shares 13,508 $8.11M 0.14% -29 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: restricted; 2024Q4: 131,651 shares; 2025Q1: 117,305 shares; 2025Q2: 136,050 shares; 2025Q3: 139,591 shares 139,591 $7.97M 0.14% +3,541 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: restricted; 2024Q4: 16,861 shares; 2025Q1: 22,120 shares; 2025Q2: 21,874 shares; 2025Q3: 10,030 shares 10,030 $7.86M 0.14% -11,844 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,851 shares; 2025Q1: 195,373 shares; 2025Q2: 165,269 shares; 2025Q3: 162,384 shares 162,384 $7.85M 0.14% -2,885 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: restricted; 2024Q4: 186,971 shares; 2025Q1: 173,559 shares; 2025Q2: 140,146 shares; 2025Q3: 79,295 shares 79,295 $7.5M 0.13% -60,851 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,549 shares; 2025Q1: 32,877 shares; 2025Q2: 31,749 shares; 2025Q3: 29,571 shares 29,571 $7.29M 0.13% -2,178 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,348 shares; 2025Q1: 32,999 shares; 2025Q2: 32,558 shares; 2025Q3: 33,152 shares 33,152 $6.75M 0.12% +594 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: restricted; 2024Q4: 14,194 shares; 2025Q1: 15,776 shares; 2025Q2: 14,309 shares; 2025Q3: 14,144 shares 14,144 $6.75M 0.12% -165 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: restricted; 2024Q4: 15,113 shares; 2025Q1: 13,375 shares; 2025Q2: 12,825 shares; 2025Q3: 10,990 shares 10,990 $6.25M 0.11% -1,835 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: restricted; 2024Q4: 211,981 shares; 2025Q1: 73,210 shares; 2025Q2: 60,042 shares; 2025Q3: 29,165 shares 29,165 $6.14M 0.11% -30,877 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: restricted; 2024Q4: 35,381 shares; 2025Q1: 33,671 shares; 2025Q2: 25,301 shares; 2025Q3: 24,420 shares 24,420 $5.77M 0.1% -881 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: restricted; 2024Q4: 832 shares; 2025Q1: 1,491 shares; 2025Q2: 832 shares; 2025Q3: 45,584 shares 45,584 $5.64M 0.1% +44,752 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,450 shares; 2025Q1: 89,731 shares; 2025Q2: 89,731 shares; 2025Q3: 91,268 shares 91,268 $5.06M 0.09% +1,537 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: restricted; 2024Q4: 42,299 shares; 2025Q1: 2,989,452 shares; 2025Q2: 41,238 shares; 2025Q3: 40,512 shares 40,512 $4.7M 0.08% -726 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: restricted; 2024Q4: 40,944 shares; 2025Q1: 36,676 shares; 2025Q2: 78,110 shares; 2025Q3: 77,566 shares 77,566 $4.6M 0.08% -544 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: restricted; 2024Q4: 208,922 shares; 2025Q1: 142,614 shares; 2025Q2: 31,504 shares; 2025Q3: 27,781 shares 27,781 $4.49M 0.08% -3,723 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: restricted; 2024Q4: 43,906 shares; 2025Q1: 39,988 shares; 2025Q2: 37,368 shares; 2025Q3: 35,234 shares 35,234 $4.25M 0.08% -2,134 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,391 shares; 2025Q1: 58,351 shares; 2025Q2: 59,637 shares; 2025Q3: 59,780 shares 59,780 $3.89M 0.07% +143 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: restricted; 2024Q4: 160,257 shares; 2025Q1: 149,691 shares; 2025Q2: 19,956 shares; 2025Q3: 11,078 shares 11,078 $3.83M 0.07% -8,878 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: restricted; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 670 shares; 2025Q3: 12,312 shares 12,312 $3.81M 0.07% +11,642 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,568 shares; 2025Q1: 99,494 shares; 2025Q2: 98,442 shares; 2025Q3: 25,392 shares 25,392 $3.81M 0.07% -73,050 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: restricted; 2024Q4: 48,494 shares; 2025Q1: 45,271 shares; 2025Q2: 45,386 shares; 2025Q3: 45,236 shares 45,236 $3.57M 0.06% -150 Timeline XMHQ 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: restricted; 2024Q4: 516,890 shares; 2025Q1: 55,306 shares; 2025Q2: 37,249 shares; 2025Q3: 33,824 shares 33,824 $3.55M 0.06% -3,425 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,356 shares; 2025Q1: 13,626 shares; 2025Q2: 14,740 shares; 2025Q3: 14,659 shares 14,659 $3.55M 0.06% -81 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,703 shares; 2025Q1: 8,900 shares; 2025Q2: 7,774 shares; 2025Q3: 7,079 shares 7,079 $3.43M 0.06% -695 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,572 shares; 2025Q1: 88,147 shares; 2025Q2: 92,634 shares; 2025Q3: 17,080 shares 17,080 $3.42M 0.06% -75,554 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: restricted; 2024Q4: 30,781 shares; 2025Q1: 29,886 shares; 2025Q2: 29,775 shares; 2025Q3: 29,563 shares 29,563 $3.38M 0.06% -212 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,410 shares; 2025Q1: 49,812 shares; 2025Q2: 48,883 shares; 2025Q3: 57,214 shares 57,214 $3.36M 0.06% +8,331 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: restricted; 2024Q4: 22,645 shares; 2025Q1: 15,618 shares; 2025Q2: 14,986 shares; 2025Q3: 13,375 shares 13,375 $3.3M 0.06% -1,611 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,047 shares; 2025Q1: 32,660 shares; 2025Q2: 24,173 shares; 2025Q3: 21,975 shares 21,975 $3.22M 0.06% -2,198 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: restricted; 2024Q4: 9,908 shares; 2025Q1: 10,126 shares; 2025Q2: 10,331 shares; 2025Q3: 10,581 shares 10,581 $3.18M 0.06% +250 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,830 shares; 2025Q1: 5,492 shares; 2025Q2: 5,437 shares; 2025Q3: 5,335 shares 5,335 $3.18M 0.06% -102 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 563,802 shares; 2025Q1: 105,321 shares; 2025Q2: 95,803 shares; 2025Q3: 90,567 shares 90,567 $3.16M 0.06% -5,236 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,532 shares; 2025Q1: 19,864 shares; 2025Q2: 32,599 shares; 2025Q3: 32,499 shares 32,499 $3.14M 0.06% -100 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,216 shares; 2025Q1: 21,966 shares; 2025Q2: 21,134 shares; 2025Q3: 20,931 shares 20,931 $3.09M 0.05% -203 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: restricted; 2024Q4: 13,703 shares; 2025Q1: 13,726 shares; 2025Q2: 12,592 shares; 2025Q3: 13,599 shares 13,599 $2.94M 0.05% +1,007 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 518,536 shares; 2025Q1: 65,268 shares; 2025Q2: 37,396 shares; 2025Q3: 29,367 shares 29,367 $2.83M 0.05% -8,029 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: restricted; 2024Q4: 121,325 shares; 2025Q1: 103,548 shares; 2025Q2: 98,819 shares; 2025Q3: 94,756 shares 94,756 $2.68M 0.05% -4,063 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,339 shares; 2025Q1: 96,884 shares; 2025Q2: 91,911 shares; 2025Q3: 100,606 shares 100,606 $2.56M 0.05% +8,695 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 74,820 shares; 2025Q2: 83,066 shares; 2025Q3: 83,174 shares 83,174 $2.54M 0.05% +108 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: restricted; 2024Q4: 148,433 shares; 2025Q1: 135,512 shares; 2025Q2: 117,531 shares; 2025Q3: 92,108 shares 92,108 $2.51M 0.04% -25,423 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,258 shares; 2025Q1: 22,296 shares; 2025Q2: 26,053 shares; 2025Q3: 26,030 shares 26,030 $2.43M 0.04% -23 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,065 shares; 2025Q1: 9,386 shares; 2025Q2: 8,662 shares; 2025Q3: 8,537 shares 8,537 $2.41M 0.04% -125 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: restricted; 2024Q4: 26,923 shares; 2025Q1: 31,915 shares; 2025Q2: 35,054 shares; 2025Q3: 32,965 shares 32,965 $2.4M 0.04% -2,089 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,552 shares; 2025Q1: 98,552 shares; 2025Q2: 98,552 shares; 2025Q3: 98,552 shares 98,552 $2.33M 0.04% 0 Timeline NOBL 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: restricted; 2024Q4: 471,592 shares; 2025Q1: 25,642 shares; 2025Q2: 22,708 shares; 2025Q3: 22,006 shares 22,006 $2.27M 0.04% -702 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911,316 shares; 2025Q1: 97,858 shares; 2025Q2: 75,007 shares; 2025Q3: 67,619 shares 67,619 $2.22M 0.04% -7,388 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: restricted; 2024Q4: 4,001 shares; 2025Q1: 3,913 shares; 2025Q2: 4,739 shares; 2025Q3: 4,803 shares 4,803 $2.2M 0.04% +64 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,557 shares; 2025Q1: 25,715 shares; 2025Q2: 29,768 shares; 2025Q3: 29,410 shares 29,410 $2.19M 0.04% -358 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,963 shares; 2025Q1: 6,963 shares; 2025Q2: 6,942 shares; 2025Q3: 6,844 shares 6,844 $2.17M 0.04% -98 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: restricted; 2024Q4: 65,785 shares; 2025Q1: 62,387 shares; 2025Q2: 19,333 shares; 2025Q3: 9,145 shares 9,145 $2.17M 0.04% -10,188 Timeline SPIB 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: restricted; 2024Q4: 1,921,239 shares; 2025Q1: 399,361 shares; 2025Q2: 125,060 shares; 2025Q3: 61,728 shares 61,728 $2.09M 0.04% -63,332 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: restricted; 2024Q4: 36,067 shares; 2025Q1: 33,238 shares; 2025Q2: 32,763 shares; 2025Q3: 30,477 shares 30,477 $2.09M 0.04% -2,286 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: restricted; 2024Q4: 8,042 shares; 2025Q1: 8,007 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares 7,845 $2.05M 0.04% 0 Timeline EFG 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: restricted; 2024Q4: 427,612 shares; 2025Q1: 33,804 shares; 2025Q2: 23,159 shares; 2025Q3: 17,782 shares 17,782 $2.02M 0.04% -5,377 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,156 shares; 2025Q1: 21,525 shares; 2025Q2: 21,277 shares; 2025Q3: 20,879 shares 20,879 $1.99M 0.04% -398 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,335 shares; 2025Q1: 9,335 shares; 2025Q2: 9,335 shares; 2025Q3: 54,843 shares 54,843 $1.92M 0.03% +45,508 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,190 shares; 2025Q1: 26,478 shares; 2025Q2: 20,395 shares; 2025Q3: 20,204 shares 20,204 $1.85M 0.03% -191 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 464,843 shares; 2025Q1: 61,098 shares; 2025Q2: 53,748 shares; 2025Q3: 50,942 shares 50,942 $1.85M 0.03% -2,806 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: restricted; 2024Q4: 41,217 shares; 2025Q1: 37,213 shares; 2025Q2: 33,355 shares; 2025Q3: 33,928 shares 33,928 $1.84M 0.03% +573 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,011 shares; 2025Q1: 50,394 shares; 2025Q2: 49,891 shares; 2025Q3: 49,841 shares 49,841 $1.77M 0.03% -50 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,967 shares; 2025Q1: 10,452 shares; 2025Q2: 11,595 shares; 2025Q3: 11,337 shares 11,337 $1.76M 0.03% -258 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: restricted; 2024Q4: 10,332 shares; 2025Q1: 10,133 shares; 2025Q2: 9,996 shares; 2025Q3: 9,946 shares 9,946 $1.7M 0.03% -50 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: restricted; 2024Q4: 206,243 shares; 2025Q1: 21,006 shares; 2025Q2: 16,765 shares; 2025Q3: 17,185 shares 17,185 $1.68M 0.03% +420 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: restricted; 2024Q4: 4,245 shares; 2025Q1: 4,292 shares; 2025Q2: 4,743 shares; 2025Q3: 4,736 shares 4,736 $1.68M 0.03% -7 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: restricted; 2024Q4: 4,266 shares; 2025Q1: 5,601 shares; 2025Q2: 5,475 shares; 2025Q3: 3,735 shares 3,735 $1.67M 0.03% -1,740 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,050 shares; 2025Q1: 56,050 shares; 2025Q2: 56,050 shares; 2025Q3: 56,050 shares 56,050 $1.63M 0.03% 0 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: restricted; 2024Q4: 4,574 shares; 2025Q1: 6,045 shares; 2025Q2: 6,067 shares; 2025Q3: 5,717 shares 5,717 $1.61M 0.03% -350 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,448 shares; 2025Q1: 7,738 shares; 2025Q2: 7,738 shares; 2025Q3: 7,464 shares 7,464 $1.61M 0.03% -274 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: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,512 shares; 2025Q3: 2,572 shares 2,572 $1.58M 0.03% +60 Timeline DGS 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: restricted; 2024Q4: 278,911 shares; 2025Q1: 34,079 shares; 2025Q2: 29,056 shares; 2025Q3: 27,678 shares 27,678 $1.58M 0.03% -1,378 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: restricted; 2024Q4: 13,527 shares; 2025Q1: 12,657 shares; 2025Q2: 11,994 shares; 2025Q3: 12,572 shares 12,572 $1.49M 0.03% +578 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,752 shares; 2025Q1: 21,846 shares; 2025Q2: 21,846 shares; 2025Q3: 21,458 shares 21,458 $1.48M 0.03% -388 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: restricted; 2024Q4: 36,824 shares; 2025Q1: 5,640 shares; 2025Q2: 4,405 shares; 2025Q3: 4,190 shares 4,190 $1.48M 0.03% -215 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: restricted; 2024Q4: 11,171 shares; 2025Q1: 11,110 shares; 2025Q2: 8,399 shares; 2025Q3: 8,775 shares 8,775 $1.46M 0.03% +376 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,231 shares; 2025Q1: 131,231 shares; 2025Q2: 131,231 shares; 2025Q3: 131,231 shares 131,231 $1.45M 0.03% 0 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: restricted; 2024Q4: 38,719 shares; 2025Q1: 35,410 shares; 2025Q2: 32,379 shares; 2025Q3: 32,239 shares 32,239 $1.45M 0.03% -140 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: restricted; 2024Q4: 9,517 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares 9,500 $1.45M 0.03% 0 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: restricted; 2024Q4: 115,263 shares; 2025Q1: 27,400 shares; 2025Q2: 26,093 shares; 2025Q3: 21,020 shares 21,020 $1.43M 0.03% -5,073 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: restricted; 2024Q4: 7,287 shares; 2025Q1: 7,005 shares; 2025Q2: 6,516 shares; 2025Q3: 5,064 shares 5,064 $1.43M 0.03% -1,452 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: restricted; 2024Q4: 3,813 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,808 shares 3,808 $1.41M 0.03% +83 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,856 shares; 2025Q1: 1,930 shares; 2025Q2: 6,337 shares; 2025Q3: 6,809 shares 6,809 $1.35M 0.02% +472 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: restricted; 2024Q4: 7,070 shares; 2025Q1: 7,720 shares; 2025Q2: 7,589 shares; 2025Q3: 14,009 shares 14,009 $1.33M 0.02% +6,420 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,705 shares; 2025Q1: 8,686 shares; 2025Q2: 8,640 shares; 2025Q3: 8,276 shares 8,276 $1.32M 0.02% -364 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,323 shares; 2025Q3: 8,222 shares 8,222 $1.25M 0.02% -101 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: restricted; 2024Q4: 15,420 shares; 2025Q1: 14,492 shares; 2025Q2: 13,136 shares; 2025Q3: 14,740 shares 14,740 $1.24M 0.02% +1,604 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: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,529 shares; 2025Q2: 1,539 shares; 2025Q3: 1,540 shares 1,540 $1.23M 0.02% +1 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: restricted; 2024Q4: 3,574 shares; 2025Q1: 4,268 shares; 2025Q2: 4,183 shares; 2025Q3: 4,191 shares 4,191 $1.17M 0.02% +8 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: restricted; 2024Q4: 70,918 shares; 2025Q1: 73,703 shares; 2025Q2: 17,030 shares; 2025Q3: 2,584 shares 2,584 $1.15M 0.02% -14,446 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,325 shares; 2025Q1: 220,550 shares; 2025Q2: 220,550 shares; 2025Q3: 220,550 shares 220,550 $1.14M 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,916 shares 15,916 $1.14M 0.02% new 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: restricted; 2024Q4: 2,455 shares; 2025Q1: 2,475 shares; 2025Q2: 2,325 shares; 2025Q3: 2,255 shares 2,255 $1.11M 0.02% -70 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,979 shares; 2025Q1: 154,893 shares; 2025Q2: 17,997 shares; 2025Q3: 17,501 shares 17,501 $1.1M 0.02% -496 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,566 shares; 2025Q1: 11,372 shares; 2025Q2: 9,554 shares; 2025Q3: 8,576 shares 8,576 $1.1M 0.02% -978 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: restricted; 2024Q4: 2,120 shares; 2025Q1: 5,357 shares; 2025Q2: 5,293 shares; 2025Q3: 7,295 shares 7,295 $1.08M 0.02% +2,002 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,934 shares; 2025Q1: 2,652 shares; 2025Q2: 2,625 shares; 2025Q3: 2,645 shares 2,645 $1.07M 0.02% +20 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: restricted; 2024Q4: 17,903 shares; 2025Q1: 17,474 shares; 2025Q2: 13,230 shares; 2025Q3: 12,591 shares 12,591 $1.07M 0.02% -639 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,782 shares; 2025Q1: 4,386 shares; 2025Q2: 4,384 shares; 2025Q3: 4,374 shares 4,374 $1.05M 0.02% -10 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 2,140 shares; 2025Q2: 2,180 shares; 2025Q3: 2,065 shares 2,065 $1.01M 0.02% -115 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,644 shares; 2025Q1: 3,392 shares; 2025Q2: 3,285 shares; 2025Q3: 3,162 shares 3,162 $1.01M 0.02% -123 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,000 shares; 2025Q1: 9,298 shares; 2025Q2: 7,564 shares; 2025Q3: 7,288 shares 7,288 $1.01M 0.02% -276 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 909,189 shares; 2025Q1: 161,251 shares; 2025Q2: 36,190 shares; 2025Q3: 18,707 shares 18,707 $992K 0.02% -17,483 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,667 shares; 2025Q1: 16,238 shares; 2025Q2: 16,537 shares; 2025Q3: 16,481 shares 16,481 $984K 0.02% -56 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: restricted; 2024Q4: 59,638 shares; 2025Q1: 32,611 shares; 2025Q2: 29,712 shares; 2025Q3: 29,014 shares 29,014 $973K 0.02% -698 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,186 shares; 2025Q1: 5,370 shares; 2025Q2: 5,070 shares; 2025Q3: 4,930 shares 4,930 $967K 0.02% -140 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,266 shares; 2025Q1: 14,246 shares; 2025Q2: 14,246 shares; 2025Q3: 13,285 shares 13,285 $945K 0.02% -961 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,588 shares; 2025Q1: 7,261 shares; 2025Q2: 6,521 shares; 2025Q3: 6,521 shares 6,521 $927K 0.02% 0 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: restricted; 2024Q4: 4,664 shares; 2025Q1: 4,468 shares; 2025Q2: 4,468 shares; 2025Q3: 4,468 shares 4,468 $917K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,189 shares; 2025Q1: 6,068 shares; 2025Q2: 5,623 shares; 2025Q3: 4,793 shares 4,793 $912K 0.02% -830 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: restricted; 2024Q4: 10,677 shares; 2025Q1: 10,887 shares; 2025Q2: 10,181 shares; 2025Q3: 7,314 shares 7,314 $909K 0.02% -2,867 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: restricted; 2024Q4: 13,725 shares; 2025Q1: 14,025 shares; 2025Q2: 13,720 shares; 2025Q3: 13,720 shares 13,720 $906K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,247 shares; 2025Q1: 10,080 shares; 2025Q2: 8,080 shares; 2025Q3: 8,080 shares 8,080 $903K 0.02% 0 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: restricted; 2024Q4: 24,631 shares; 2025Q1: 24,817 shares; 2025Q2: 19,055 shares; 2025Q3: 17,849 shares 17,849 $900K 0.02% -1,206 Timeline SPLV 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: restricted; 2024Q4: 11,445 shares; 2025Q1: 11,445 shares; 2025Q2: 11,506 shares; 2025Q3: 11,506 shares 11,506 $845K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,092 shares; 2025Q1: 4,077 shares; 2025Q2: 3,920 shares; 2025Q3: 3,858 shares 3,858 $828K 0.01% -62 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,132 shares; 2025Q1: 3,943 shares; 2025Q2: 4,163 shares; 2025Q3: 3,994 shares 3,994 $825K 0.01% -169 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,109 shares; 2025Q1: 8,761 shares; 2025Q2: 10,424 shares; 2025Q3: 9,314 shares 9,314 $813K 0.01% -1,110 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 5,530 shares; 2025Q2: 5,580 shares; 2025Q3: 5,330 shares 5,330 $804K 0.01% -250 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: restricted; 2024Q4: 3,121 shares; 2025Q1: 2,860 shares; 2025Q2: 2,660 shares; 2025Q3: 2,848 shares 2,848 $795K 0.01% +188 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,663 shares; 2025Q1: 8,663 shares; 2025Q2: 8,663 shares; 2025Q3: 8,978 shares 8,978 $787K 0.01% +315 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: restricted; 2024Q4: 8,173 shares; 2025Q1: 7,125 shares; 2025Q2: 6,966 shares; 2025Q3: 6,764 shares 6,764 $775K 0.01% -202 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 2,887 shares; 2025Q3: 10,500 shares 10,500 $771K 0.01% +7,613 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,210 shares; 2025Q1: 2,134 shares; 2025Q2: 2,134 shares; 2025Q3: 2,109 shares 2,109 $771K 0.01% -25 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares 9,490 $759K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,505 shares; 2025Q2: 1,591 shares; 2025Q3: 1,630 shares 1,630 $745K 0.01% +39 Timeline IGM 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: restricted; 2024Q4: 6,599 shares; 2025Q1: 6,179 shares; 2025Q2: 6,084 shares; 2025Q3: 5,906 shares 5,906 $744K 0.01% -178 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: restricted; 2024Q4: 1,470 shares; 2025Q1: 1,139 shares; 2025Q2: 1,118 shares; 2025Q3: 1,077 shares 1,077 $735K 0.01% -41 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163,052 shares; 2025Q1: 13,412 shares; 2025Q2: 7,903 shares; 2025Q3: 6,970 shares 6,970 $718K 0.01% -933 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: restricted; 2024Q4: 5,947 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,725 shares 5,725 $708K 0.01% -160 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,758 shares; 2025Q1: 59,952 shares; 2025Q2: 59,045 shares; 2025Q3: 5,470 shares 5,470 $702K 0.01% -53,575 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,365 shares; 2025Q1: 19,504 shares; 2025Q2: 19,715 shares; 2025Q3: 19,715 shares 19,715 $679K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,396 shares; 2025Q3: 7,372 shares 7,372 $674K 0.01% -24 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: restricted; 2024Q4: 3,714 shares; 2025Q1: 3,653 shares; 2025Q2: 3,586 shares; 2025Q3: 3,658 shares 3,658 $672K 0.01% +72 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,554 shares; 2025Q1: 6,514 shares; 2025Q2: 4,867 shares; 2025Q3: 4,613 shares 4,613 $672K 0.01% -254 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: restricted; 2024Q4: not reported; 2025Q1: 5,380 shares; 2025Q2: 5,250 shares; 2025Q3: 4,990 shares 4,990 $668K 0.01% -260 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,700 shares 2,700 $665K 0.01% -300 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,910 shares; 2025Q1: 11,316 shares; 2025Q2: 9,973 shares; 2025Q3: 8,791 shares 8,791 $663K 0.01% -1,182 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,972 shares; 2025Q1: 1,994 shares; 2025Q2: 1,367 shares; 2025Q3: 1,350 shares 1,350 $647K 0.01% -17 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: restricted; 2024Q4: 1,395 shares; 2025Q1: 1,364 shares; 2025Q2: 1,260 shares; 2025Q3: 1,317 shares 1,317 $647K 0.01% +57 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,867 shares 1,867 $647K 0.01% +217 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 2,925 shares; 2025Q3: 2,800 shares 2,800 $643K 0.01% -125 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,921 shares; 2025Q3: 3,059 shares 3,059 $640K 0.01% +1,138 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: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,006 shares; 2025Q2: 3,344 shares; 2025Q3: 3,510 shares 3,510 $640K 0.01% +166 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,739 shares; 2025Q1: 13,190 shares; 2025Q2: 13,190 shares; 2025Q3: 13,000 shares 13,000 $633K 0.01% -190 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: restricted; 2024Q4: 1,685 shares; 2025Q1: 1,520 shares; 2025Q2: 1,344 shares; 2025Q3: 1,323 shares 1,323 $620K 0.01% -21 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,531 shares; 2025Q1: 1,971 shares; 2025Q2: 1,854 shares; 2025Q3: 2,052 shares 2,052 $616K 0.01% +198 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: restricted; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares 2,077 $610K 0.01% 0 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: restricted; 2024Q4: 526 shares; 2025Q1: 722 shares; 2025Q2: 833 shares; 2025Q3: 811 shares 811 $606K 0.01% -22 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: 1,557 shares; 2025Q2: 1,231 shares; 2025Q3: 1,291 shares 1,291 $599K 0.01% +60 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: restricted; 2024Q4: 559 shares; 2025Q1: 761 shares; 2025Q2: 732 shares; 2025Q3: 613 shares 613 $593K 0.01% -119 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: restricted; 2024Q4: 8,902 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,697 shares 9,697 $593K 0.01% +195 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,661 shares; 2025Q1: 11,461 shares; 2025Q2: 11,362 shares; 2025Q3: 47,196 shares 47,196 $564K 0.01% +35,834 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: restricted; 2024Q4: 3,039 shares; 2025Q1: 3,345 shares; 2025Q2: 3,423 shares; 2025Q3: 3,365 shares 3,365 $546K 0.01% -58 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: restricted; 2024Q4: 1,052 shares; 2025Q1: 970 shares; 2025Q2: 940 shares; 2025Q3: 888 shares 888 $541K 0.01% -52 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,845 shares; 2025Q1: 5,787 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares 4,362 $538K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,560 shares; 2025Q1: 5,489 shares; 2025Q2: 5,417 shares; 2025Q3: 4,993 shares 4,993 $525K 0.01% -424 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,574 shares; 2025Q1: 2,442 shares; 2025Q2: 2,192 shares; 2025Q3: 2,186 shares 2,186 $524K 0.01% -6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,139 shares; 2025Q1: 3,774 shares; 2025Q2: 3,263 shares; 2025Q3: 4,117 shares 4,117 $522K 0.01% +854 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,999 shares; 2025Q1: 2,151 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares 1,999 $518K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,559 shares; 2025Q1: 8,460 shares; 2025Q2: 8,459 shares; 2025Q3: 8,460 shares 8,460 $498K 0.01% +1 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,306 shares; 2025Q1: 7,527 shares; 2025Q2: 7,306 shares; 2025Q3: 7,306 shares 7,306 $492K 0.01% 0 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: restricted; 2024Q4: 8,886 shares; 2025Q1: 7,035 shares; 2025Q2: 6,841 shares; 2025Q3: 6,841 shares 6,841 $489K 0.01% 0 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: restricted; 2024Q4: 1,861 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,395 shares 2,395 $483K 0.01% +270 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,467 shares; 2025Q1: 3,497 shares; 2025Q2: 3,152 shares; 2025Q3: 2,165 shares 2,165 $477K 0.01% -987 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares 1,548 $473K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,689 shares; 2025Q1: 9,046 shares; 2025Q2: 6,119 shares; 2025Q3: 4,200 shares 4,200 $468K 0.01% -1,919 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,831 shares; 2025Q1: 11,214 shares; 2025Q2: 11,227 shares; 2025Q3: 11,871 shares 11,871 $466K 0.01% +644 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,385 shares; 2025Q1: 5,089 shares; 2025Q2: 3,974 shares; 2025Q3: 3,859 shares 3,859 $457K 0.01% -115 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,346 shares; 2025Q1: 6,466 shares; 2025Q2: 5,831 shares; 2025Q3: 5,831 shares 5,831 $454K 0.01% 0 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: restricted; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,500 shares 5,500 $451K 0.01% +200 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares 1,530 $442K 0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,955 shares; 2025Q1: 3,937 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares 3,937 $441K 0.01% 0 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: restricted; 2024Q4: 16,333 shares; 2025Q1: 14,181 shares; 2025Q2: 13,884 shares; 2025Q3: 14,042 shares 14,042 $441K 0.01% +158 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,422,048 shares; 2025Q1: 120,253 shares; 2025Q2: 30,962 shares; 2025Q3: 20,945 shares 20,945 $437K 0.01% -10,017 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,694 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares 2,594 $437K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,612 shares; 2025Q1: 2,437 shares; 2025Q2: 4,412 shares; 2025Q3: 5,220 shares 5,220 $428K 0.01% +808 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $428K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,918 shares; 2025Q1: 1,815 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares 1,791 $427K 0.01% 0 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: restricted; 2024Q4: 9,325 shares; 2025Q1: 9,189 shares; 2025Q2: 5,274 shares; 2025Q3: 5,290 shares 5,290 $423K 0.01% +16 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares 2,240 $419K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,281 shares; 2025Q1: 4,700 shares; 2025Q2: 3,713 shares; 2025Q3: 2,400 shares 2,400 $415K 0.01% -1,313 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,492 shares; 2025Q1: 14,264 shares; 2025Q2: 5,592 shares; 2025Q3: 5,013 shares 5,013 $410K 0.01% -579 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,330 shares; 2025Q1: 11,597 shares; 2025Q2: 5,640 shares; 2025Q3: 5,882 shares 5,882 $410K 0.01% +242 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: restricted; 2024Q4: 3,188 shares; 2025Q1: 3,398 shares; 2025Q2: 2,794 shares; 2025Q3: 2,891 shares 2,891 $410K 0.01% +97 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares 1,293 $407K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,260 shares; 2025Q1: 3,814 shares; 2025Q2: 4,687 shares; 2025Q3: 6,121 shares 6,121 $403K 0.01% +1,434 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 1,345 shares 1,345 $403K 0.01% +500 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,765 shares; 2025Q1: 3,713 shares; 2025Q2: 3,713 shares; 2025Q3: 3,713 shares 3,713 $395K 0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378,423 shares; 2025Q1: 105,768 shares; 2025Q2: 30,260 shares; 2025Q3: 19,094 shares 19,094 $395K 0.01% -11,166 PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,705 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares 4,705 $393K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 417 shares; 2025Q2: 412 shares; 2025Q3: 412 shares 412 $393K 0.01% 0 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: restricted; 2024Q4: 4,174 shares; 2025Q1: 4,294 shares; 2025Q2: 4,104 shares; 2025Q3: 3,901 shares 3,901 $392K 0.01% -203 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: restricted; 2024Q4: 7,757 shares; 2025Q1: 7,757 shares; 2025Q2: 7,757 shares; 2025Q3: 7,757 shares 7,757 $391K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,790 shares; 2025Q1: 21,440 shares; 2025Q2: 21,940 shares; 2025Q3: 22,440 shares 22,440 $385K 0.01% +500 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,172 shares 3,172 $380K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,811 shares; 2025Q1: 5,595 shares; 2025Q2: 2,131 shares; 2025Q3: 2,019 shares 2,019 $378K 0.01% -112 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,578 shares; 2025Q1: 14,578 shares; 2025Q2: 14,578 shares; 2025Q3: 14,578 shares 14,578 $377K 0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,515,129 shares; 2025Q1: 118,264 shares; 2025Q2: 28,201 shares; 2025Q3: 18,295 shares 18,295 $376K 0.01% -9,906 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: restricted; 2024Q4: 6,268 shares; 2025Q1: 5,968 shares; 2025Q2: 6,524 shares; 2025Q3: 4,640 shares 4,640 $374K 0.01% -1,884 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,934 shares; 2025Q1: 2,976 shares; 2025Q2: 2,723 shares; 2025Q3: 1,933 shares 1,933 $373K 0.01% -790 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: restricted; 2024Q4: 384 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 479 shares 479 $370K 0.01% +147 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: restricted; 2024Q4: 1,082 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares 1,132 $366K 0.01% 0 Timeline QID 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: restricted; 2024Q4: not reported; 2025Q1: 5,644 shares; 2025Q2: 5,050 shares; 2025Q3: 16,775 shares 16,775 $361K 0.01% +11,725 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,008 shares; 2025Q2: 950 shares; 2025Q3: 850 shares 850 $359K 0.01% -100 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,580 shares 3,580 $353K 0.01% +40 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,129 shares; 2025Q1: 5,101 shares; 2025Q2: 5,142 shares; 2025Q3: 3,938 shares 3,938 $352K 0.01% -1,204 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $348K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares 990 $346K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,791 shares; 2025Q1: 4,430 shares; 2025Q2: 3,398 shares; 2025Q3: 2,479 shares 2,479 $345K 0.01% -919 Timeline SUSB 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: restricted; 2024Q4: 341,906 shares; 2025Q1: 114,302 shares; 2025Q2: 15,132 shares; 2025Q3: 13,253 shares 13,253 $335K 0.01% -1,879 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: restricted; 2024Q4: 118 shares; 2025Q1: 72 shares; 2025Q2: 65 shares; 2025Q3: 62 shares 62 $335K 0.01% -3 Timeline VOX 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: restricted; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 1,108 shares; 2025Q3: 1,748 shares 1,748 $328K 0.01% +640 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,963 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares 4,232 $322K 0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,936 shares; 2025Q1: 3,116 shares; 2025Q2: 2,605 shares; 2025Q3: 2,447 shares 2,447 $317K 0.01% -158 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 11,952 shares; 2025Q3: 11,952 shares 11,952 $315K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,385 shares; 2025Q1: 13,385 shares; 2025Q2: 13,723 shares; 2025Q3: 4,211 shares 4,211 $307K 0.01% -9,512 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: restricted; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 4,947 shares; 2025Q3: 4,517 shares 4,517 $305K 0.01% -430 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,361 shares; 2025Q1: 5,011 shares; 2025Q2: 5,876 shares; 2025Q3: 5,666 shares 5,666 $305K 0.01% -210 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,368 shares; 2025Q1: 2,118 shares; 2025Q2: 2,414 shares; 2025Q3: 2,118 shares 2,118 $299K 0.01% -296 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 5,955 shares; 2025Q3: 5,955 shares 5,955 $295K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares 1,800 $292K 0.01% +300 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares 3,110 $287K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares 1,280 $284K 0.01% 0 Timeline XVV 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: restricted; 2024Q4: 385 shares; 2025Q1: not reported; 2025Q2: 5,205 shares; 2025Q3: 5,464 shares 5,464 $282K 0.01% +259 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: restricted; 2024Q4: 12,339 shares; 2025Q1: 10,665 shares; 2025Q2: 9,921 shares; 2025Q3: 2,614 shares 2,614 $273K <0.01% -7,307 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,262 shares; 2025Q1: 2,664 shares; 2025Q2: 1,454 shares; 2025Q3: 1,448 shares 1,448 $270K <0.01% -6 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,716 shares; 2025Q1: 4,333 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares 4,331 $268K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,139 shares; 2025Q1: 791 shares; 2025Q2: 588 shares; 2025Q3: 484 shares 484 $265K <0.01% -104 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 5,019 shares; 2025Q3: 5,361 shares 5,361 $264K <0.01% +342 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: restricted; 2024Q4: 3,133 shares; 2025Q1: 3,246 shares; 2025Q2: 3,132 shares; 2025Q3: 3,209 shares 3,209 $264K <0.01% +77 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares 2,191 $264K <0.01% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares 5,230 $263K <0.01% 0 Timeline ILCG 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: restricted; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares 2,490 $260K <0.01% 0 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: restricted; 2024Q4: 84 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $257K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares 3,298 $257K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,260 shares; 2025Q1: 3,324 shares; 2025Q2: 3,259 shares; 2025Q3: 3,138 shares 3,138 $256K <0.01% -121 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 3,432 shares 3,432 $255K <0.01% 0 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: restricted; 2024Q4: 1,931 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 3,014 shares 3,014 $254K <0.01% +1,134 Timeline QLTA 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: restricted; 2024Q4: 53,324 shares; 2025Q1: 34,238 shares; 2025Q2: 13,830 shares; 2025Q3: 5,220 shares 5,220 $253K <0.01% -8,610 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,952 shares; 2025Q1: 7,001 shares; 2025Q2: 7,001 shares; 2025Q3: 5,847 shares 5,847 $252K <0.01% -1,154 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 762 shares; 2025Q2: 597 shares; 2025Q3: 597 shares 597 $252K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,916 shares; 2025Q1: 3,243 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares 4,690 $250K <0.01% 0 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: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,610 shares; 2025Q2: 1,635 shares; 2025Q3: 638 shares 638 $250K <0.01% -997 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: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,190 shares 1,190 $246K <0.01% -7 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $242K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,084 shares; 2025Q1: 2,884 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares 2,479 $234K <0.01% 0 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: restricted; 2024Q4: 2,647 shares; 2025Q1: 1,887 shares; 2025Q2: 1,763 shares; 2025Q3: 1,695 shares 1,695 $231K <0.01% -68 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares 9,360 $230K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 1,248 shares; 2025Q3: 1,068 shares 1,068 $227K <0.01% -180 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares 808 $227K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,151 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares 2,043 $226K <0.01% 0 Timeline RWR 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: restricted; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares 2,225 $223K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000 $218K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares 3,108 $218K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,250 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 5,317 shares 5,317 $212K <0.01% +365 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,139 shares; 2025Q3: 1,477 shares 1,477 $210K <0.01% +338 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $205K <0.01% 0 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: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares 1,950 $204K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,344 shares; 2025Q1: 4,744 shares; 2025Q2: 4,744 shares; 2025Q3: 4,344 shares 4,344 $201K <0.01% -400 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,644 shares 1,644 $201K <0.01% +194 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,359 shares; 2025Q3: 4,350 shares 4,350 $199K <0.01% -9 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares 5,337 $199K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares 716 $196K <0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares 1,236 $195K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,710 shares; 2025Q1: 846 shares; 2025Q2: 885 shares; 2025Q3: 885 shares 885 $194K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,549 shares; 2025Q1: 5,549 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares 5,549 $193K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 1,781 shares; 2025Q3: 1,418 shares 1,418 $192K <0.01% -363 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,187 shares; 2025Q1: 70,746 shares; 2025Q2: 20,000 shares; 2025Q3: 9,741 shares 9,741 $191K <0.01% -10,259 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $190K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,255 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares 1,132 $189K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,317 shares; 2025Q1: 2,406 shares; 2025Q2: 1,688 shares; 2025Q3: 1,967 shares 1,967 $188K <0.01% +279 Timeline SPYX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares 3,411 $187K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,011 shares 5,011 $186K <0.01% 0 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: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $186K <0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,413 shares; 2025Q1: 81,834 shares; 2025Q2: 22,125 shares; 2025Q3: 9,407 shares 9,407 $185K <0.01% -12,718 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,585 shares; 2025Q2: 1,390 shares; 2025Q3: 1,822 shares 1,822 $185K <0.01% +432 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares 1,302 $184K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 963 shares; 2025Q1: 957 shares; 2025Q2: 756 shares; 2025Q3: 771 shares 771 $182K <0.01% +15 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares 578 $181K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 1,261 shares 1,261 $176K <0.01% +601 Timeline IWX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,993 shares 1,993 $175K <0.01% new Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $173K <0.01% 0 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: restricted; 2024Q4: 886 shares; 2025Q1: 641 shares; 2025Q2: 543 shares; 2025Q3: 525 shares 525 $173K <0.01% -18 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,879 shares; 2025Q1: 6,795 shares; 2025Q2: 7,499 shares; 2025Q3: 7,499 shares 7,499 $172K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 514 shares; 2025Q2: 396 shares; 2025Q3: 396 shares 396 $170K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $170K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,650 shares; 2025Q1: 1,701 shares; 2025Q2: 3,046 shares; 2025Q3: 1,691 shares 1,691 $170K <0.01% -1,355 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,383 shares; 2025Q1: 3,996 shares; 2025Q2: 3,525 shares; 2025Q3: 2,028 shares 2,028 $169K <0.01% -1,497 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: restricted; 2024Q4: 4,550 shares; 2025Q1: 2,111 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares 1,997 $168K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,740 shares; 2025Q1: 1,585 shares; 2025Q2: 585 shares; 2025Q3: 735 shares 735 $167K <0.01% +150 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $167K <0.01% 0 Timeline AKRO AKERO THERAPEUTICS INC More: the full row for AKERO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $166K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,965 shares; 2025Q1: 2,068 shares; 2025Q2: 1,863 shares; 2025Q3: 1,841 shares 1,841 $165K <0.01% -22 Timeline ESGV 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: restricted; 2024Q4: 1,449 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares 1,392 $165K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares 1,721 $164K <0.01% -14 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,101 shares; 2025Q1: 7,573 shares; 2025Q2: 8,452 shares; 2025Q3: 8,377 shares 8,377 $164K <0.01% -75 Timeline BBEU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares 2,350 $164K <0.01% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares 2,922 $162K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: 642 shares; 2025Q2: 631 shares; 2025Q3: 631 shares 631 $160K <0.01% 0 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: restricted; 2024Q4: 1,366 shares; 2025Q1: 866 shares; 2025Q2: 951 shares; 2025Q3: 951 shares 951 $159K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,181 shares; 2025Q1: 2,029 shares; 2025Q2: 2,017 shares; 2025Q3: 2,102 shares 2,102 $158K <0.01% +85 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 7,925 shares; 2025Q3: 4,425 shares 4,425 $157K <0.01% -3,500 Timeline IAI 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: restricted; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares 880 $156K <0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares 1,225 $152K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares 2,600 $151K <0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 337,604 shares; 2025Q1: 120,231 shares; 2025Q2: 24,500 shares; 2025Q3: 8,810 shares 8,810 $149K <0.01% -15,690 Timeline SUSC 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: restricted; 2024Q4: 137,206 shares; 2025Q1: 47,816 shares; 2025Q2: 7,701 shares; 2025Q3: 6,309 shares 6,309 $149K <0.01% -1,392 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 4,499 shares; 2025Q3: 4,499 shares 4,499 $148K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,912 shares; 2025Q1: 673 shares; 2025Q2: 528 shares; 2025Q3: 470 shares 470 $145K <0.01% -58 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 859 shares; 2025Q3: 1,086 shares 1,086 $144K <0.01% +227 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,285 shares 1,285 $143K <0.01% new Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 11,009 shares; 2025Q3: 11,009 shares 11,009 $143K <0.01% 0 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: restricted; 2024Q4: 2,907 shares; 2025Q1: 2,532 shares; 2025Q2: 1,822 shares; 2025Q3: 2,099 shares 2,099 $141K <0.01% +277 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares 295 $141K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 394 shares 394 $140K <0.01% +43 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 2,247 shares 2,247 $140K <0.01% +350 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $139K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,167 shares; 2025Q1: 5,631 shares; 2025Q2: 4,881 shares; 2025Q3: 4,881 shares 4,881 $139K <0.01% 0 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: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,379 shares; 2025Q2: 1,244 shares; 2025Q3: 274 shares 274 $137K <0.01% -970 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,605 shares; 2025Q1: 1,605 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $136K <0.01% 0 Timeline SOXX 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: restricted; 2024Q4: 693 shares; 2025Q1: 498 shares; 2025Q2: 538 shares; 2025Q3: 498 shares 498 $135K <0.01% -40 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,668 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares 1,447 $135K <0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297,044 shares; 2025Q1: 90,017 shares; 2025Q2: 17,049 shares; 2025Q3: 7,149 shares 7,149 $134K <0.01% -9,900 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $134K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 1,127 shares 1,127 $134K <0.01% +247 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 13,000 shares 13,000 $132K <0.01% +2,000 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,884 shares; 2025Q1: 114,850 shares; 2025Q2: 22,373 shares; 2025Q3: 7,887 shares 7,887 $132K <0.01% -14,486 Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares 4,676 $131K <0.01% 0 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: restricted; 2024Q4: 528 shares; 2025Q1: 464 shares; 2025Q2: 431 shares; 2025Q3: 485 shares 485 $130K <0.01% +54 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,564 shares; 2025Q3: 1,666 shares 1,666 $128K <0.01% +102 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,532 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 5,183 shares 5,183 $128K <0.01% +1,566 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,021 shares 2,021 $126K <0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 49 shares; 2025Q2: 32 shares; 2025Q3: 684 shares 684 $126K <0.01% +652 Timeline PWB 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $125K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,029 shares; 2025Q1: 2,509 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares 2,477 $125K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 134 shares 134 $125K <0.01% +9 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares 1,764 $124K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 728 shares; 2025Q2: 677 shares; 2025Q3: 1,102 shares 1,102 $124K <0.01% +425 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: restricted; 2024Q4: 659 shares; 2025Q1: 1,735 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares 1,608 $123K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares 1,252 $123K <0.01% new Timeline KIE 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: restricted; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares 2,075 $123K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 684 shares 684 $121K <0.01% +54 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 555 shares 555 $121K <0.01% +55 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 8,073 shares 8,073 $121K <0.01% +4,000 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,070 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 5,300 shares 5,300 $121K <0.01% +700 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares 856 $120K <0.01% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 445 shares; 2025Q1: 1,759 shares; 2025Q2: 3,432 shares; 2025Q3: 4,637 shares 4,637 $120K <0.01% +1,205 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,635 shares; 2025Q1: 4,857 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares 4,857 $119K <0.01% 0 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: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares 2,077 $118K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares 1,930 $116K <0.01% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares 3,320 $115K <0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,575 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares 2,287 $115K <0.01% 0 Timeline GCOW 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: restricted; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares 2,875 $114K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,783 shares; 2025Q1: 3,490 shares; 2025Q2: 3,205 shares; 2025Q3: 2,300 shares 2,300 $113K <0.01% -905 Timeline BANK MONTREAL MEDIUM BANK MONTREAL MEDIUM More: the full row for BANK MONTREAL MEDIUM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,798 shares 128,798 $112K <0.01% new PWV 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: restricted; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares 1,710 $112K <0.01% 0 Timeline FDN 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: restricted; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares 398 $111K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,440 shares; 2025Q1: 1,511 shares; 2025Q2: 1,414 shares; 2025Q3: 1,431 shares 1,431 $111K <0.01% +17 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares 2,327 $110K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 480 shares 480 $108K <0.01% +474 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,054 shares; 2025Q1: 2,025 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares 1,675 $108K <0.01% 0 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares 1,723 $107K <0.01% 0 Timeline TOTL 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: restricted; 2024Q4: 78,364 shares; 2025Q1: 78,364 shares; 2025Q2: 15,673 shares; 2025Q3: 2,635 shares 2,635 $107K <0.01% -13,038 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,105 shares; 2025Q1: 319 shares; 2025Q2: 305 shares; 2025Q3: 305 shares 305 $106K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,328 shares; 2025Q1: 1,274 shares; 2025Q2: 1,197 shares; 2025Q3: 870 shares 870 $104K <0.01% -327 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,043 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 1,294 shares 1,294 $103K <0.01% +956 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: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,059 shares; 2025Q2: 926 shares; 2025Q3: 926 shares 926 $101K <0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares 415 $101K <0.01% 0 Timeline GRID 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: restricted; 2024Q4: 666 shares; 2025Q1: 1,294 shares; 2025Q2: 666 shares; 2025Q3: 666 shares 666 $101K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares 2,297 $98.6K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares 1,969 $96.5K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 825 shares; 2025Q3: 825 shares 825 $91.6K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 612 shares; 2025Q3: 612 shares 612 $89.1K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 397 shares; 2025Q3: 500 shares 500 $89.1K <0.01% +103 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $88.9K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 566 shares 566 $88.8K <0.01% +336 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares 2,922 $88.8K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $88.7K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares 296 $87.7K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,435 shares; 2025Q1: 1,002 shares; 2025Q2: 685 shares; 2025Q3: 489 shares 489 $86.5K <0.01% -196 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: restricted; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 662 shares; 2025Q3: 662 shares 662 $86K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 586 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 455 shares 455 $85.5K <0.01% +9 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 939 shares; 2025Q2: 1,206 shares; 2025Q3: 1,146 shares 1,146 $83.7K <0.01% -60 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 499 shares; 2025Q3: 499 shares 499 $83.4K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 258 shares; 2025Q3: 249 shares 249 $82.9K <0.01% -9 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,650 shares 2,650 $82.9K <0.01% +500 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares 11,500 $82.6K <0.01% 0 Timeline PTLC 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: restricted; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 1,500 shares 1,500 $82.1K <0.01% -840 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $82.1K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627 shares; 2025Q1: 565 shares; 2025Q2: 529 shares; 2025Q3: 315 shares 315 $81.8K <0.01% -214 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares 1,720 $80.7K <0.01% 0 Timeline EMLP 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: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares 2,080 $79.6K <0.01% 0 Timeline IDV 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: restricted; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares 2,164 $79.1K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 908 shares; 2025Q1: 1,426 shares; 2025Q2: 1,028 shares; 2025Q3: 1,811 shares 1,811 $78.2K <0.01% +783 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: restricted; 2024Q4: 127 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $78.2K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,161 shares; 2025Q3: 1,786 shares 1,786 $77.3K <0.01% -375 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares 1,168 $77.3K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 1,666 shares; 2025Q2: 1,318 shares; 2025Q3: 1,160 shares 1,160 $76.6K <0.01% -158 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376 shares; 2025Q1: 149 shares; 2025Q2: 184 shares; 2025Q3: 184 shares 184 $76.3K <0.01% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,340 shares; 2025Q1: 1,005 shares; 2025Q2: 845 shares; 2025Q3: 756 shares 756 $76.2K <0.01% -89 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares 562 $75.6K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares 105 $75.4K <0.01% new Timeline IGIB 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: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares 1,392 $75.3K <0.01% 0 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,038 shares; 2025Q2: 5,038 shares; 2025Q3: 5,038 shares 5,038 $75K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,308 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 260 shares 260 $74.9K <0.01% -433 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares 735 $74.9K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,398 shares; 2025Q2: 1,306 shares; 2025Q3: 716 shares 716 $74.3K <0.01% -590 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285 $74.1K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,076 shares; 2025Q1: 17,789 shares; 2025Q2: 531 shares; 2025Q3: 478 shares 478 $73.7K <0.01% -53 Timeline