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: 1,535,858 shares; 2024Q4: 1,495,951 shares; 2025Q1: 1,295,525 shares; 2025Q2: 210,393 shares; 2025Q3: 219,941 shares 219,941 $72.2M 10.31% +9,548 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 954,580 shares; 2025Q1: 204,242 shares; 2025Q2: 1,140,983 shares; 2025Q3: 1,173,034 shares 1,173,034 $52M 7.42% +32,051 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: 3,895,053 shares; 2024Q4: 3,930,631 shares; 2025Q1: 3,512,926 shares; 2025Q2: 600,028 shares; 2025Q3: 618,692 shares 618,692 $37.1M 5.29% +18,664 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: 720,087 shares; 2024Q4: 769,951 shares; 2025Q1: 717,914 shares; 2025Q2: 248,394 shares; 2025Q3: 263,621 shares 263,621 $19.6M 2.8% +15,227 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: 844,259 shares; 2024Q4: 909,767 shares; 2025Q1: 805,253 shares; 2025Q2: 184,913 shares; 2025Q3: 202,420 shares 202,420 $18.8M 2.69% +17,507 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: 2,211,011 shares; 2024Q4: 2,016,137 shares; 2025Q1: 1,814,957 shares; 2025Q2: 337,110 shares; 2025Q3: 347,043 shares 347,043 $18.8M 2.69% +9,933 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: 106,977 shares; 2024Q4: 76,864 shares; 2025Q1: 72,706 shares; 2025Q2: 68,122 shares; 2025Q3: 68,994 shares 68,994 $17.6M 2.51% +872 Timeline SUSL 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: 103,911 shares; 2024Q4: 110,771 shares; 2025Q1: 119,336 shares; 2025Q2: 127,760 shares; 2025Q3: 143,280 shares 143,280 $16.8M 2.4% +15,520 Timeline SUB 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: 589,659 shares; 2024Q4: 591,629 shares; 2025Q1: 530,703 shares; 2025Q2: 157,618 shares; 2025Q3: 148,758 shares 148,758 $15.9M 2.27% -8,860 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,026 shares; 2024Q4: 31,702 shares; 2025Q1: 29,231 shares; 2025Q2: 28,592 shares; 2025Q3: 27,922 shares 27,922 $14.5M 2.07% -670 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: 13,645 shares; 2024Q4: 12,938 shares; 2025Q1: 11,605 shares; 2025Q2: 11,038 shares; 2025Q3: 10,357 shares 10,357 $12.4M 1.77% -681 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: 944,231 shares; 2024Q4: 936,540 shares; 2025Q1: 836,930 shares; 2025Q2: 114,387 shares; 2025Q3: 107,603 shares 107,603 $11.5M 1.64% -6,784 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: 23,563 shares; 2024Q4: 29,101 shares; 2025Q1: 30,846 shares; 2025Q2: 32,290 shares; 2025Q3: 59,711 shares 59,711 $11.1M 1.59% +27,421 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: 361,870 shares; 2024Q4: 359,195 shares; 2025Q1: 310,932 shares; 2025Q2: 56,001 shares; 2025Q3: 58,824 shares 58,824 $11M 1.57% +2,823 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: 21,702 shares; 2024Q4: 18,607 shares; 2025Q1: 15,106 shares; 2025Q2: 14,056 shares; 2025Q3: 13,338 shares 13,338 $9.8M 1.4% -718 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: 183,628 shares; 2024Q4: 181,938 shares; 2025Q1: 159,845 shares; 2025Q2: 34,645 shares; 2025Q3: 37,956 shares 37,956 $9.65M 1.38% +3,311 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: 42,909 shares; 2024Q4: 38,664 shares; 2025Q1: 36,497 shares; 2025Q2: 35,295 shares; 2025Q3: 35,806 shares 35,806 $7.86M 1.12% +511 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: 143,279 shares; 2024Q4: 140,604 shares; 2025Q1: 122,069 shares; 2025Q2: 24,651 shares; 2025Q3: 26,205 shares 26,205 $7.7M 1.1% +1,554 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: 34,816 shares; 2024Q4: 34,659 shares; 2025Q1: 30,072 shares; 2025Q2: 24,166 shares; 2025Q3: 30,777 shares 30,777 $7.48M 1.07% +6,611 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: 100,418 shares; 2024Q4: 105,596 shares; 2025Q1: 103,915 shares; 2025Q2: 72,546 shares; 2025Q3: 75,679 shares 75,679 $7.2M 1.03% +3,133 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: 258,524 shares; 2024Q4: 276,709 shares; 2025Q1: 252,427 shares; 2025Q2: 83,853 shares; 2025Q3: 82,874 shares 82,874 $6.54M 0.93% -979 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,260 shares; 2024Q4: 634,796 shares; 2025Q1: 341,969 shares; 2025Q2: 257,871 shares; 2025Q3: 252,455 shares 252,455 $6.49M 0.93% -5,416 Timeline JMSI 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: 11,729 shares; 2024Q4: 131,506 shares; 2025Q1: 121,134 shares; 2025Q2: 111,345 shares; 2025Q3: 126,002 shares 126,002 $6.33M 0.9% +14,657 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,562 shares; 2024Q4: 139,115 shares; 2025Q1: 139,115 shares; 2025Q2: 139,305 shares; 2025Q3: 139,305 shares 139,305 $6.3M 0.9% 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: 112,424 shares; 2024Q4: 111,595 shares; 2025Q1: 111,595 shares; 2025Q2: 110,105 shares; 2025Q3: 110,105 shares 110,105 $5.53M 0.79% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 8,456 shares; 2025Q1: 8,497 shares; 2025Q2: 8,239 shares; 2025Q3: 7,755 shares 7,755 $5.41M 0.77% -484 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: 150,157 shares; 2024Q4: 109,622 shares; 2025Q1: 63,577 shares; 2025Q2: 60,917 shares; 2025Q3: 58,912 shares 58,912 $5.14M 0.73% -2,005 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: 29,890 shares; 2024Q4: 29,458 shares; 2025Q1: 14,117 shares; 2025Q2: 18,530 shares; 2025Q3: 20,377 shares 20,377 $4.96M 0.71% +1,847 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,208 shares; 2024Q4: 124,638 shares; 2025Q1: 122,426 shares; 2025Q2: 114,193 shares; 2025Q3: 119,590 shares 119,590 $4.52M 0.65% +5,397 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,340 shares; 2024Q4: 200,911 shares; 2025Q1: 184,540 shares; 2025Q2: 78,469 shares; 2025Q3: 81,630 shares 81,630 $4.15M 0.59% +3,161 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: 102,617 shares; 2024Q4: 116,116 shares; 2025Q1: 118,426 shares; 2025Q2: 123,978 shares; 2025Q3: 191,808 shares 191,808 $3.75M 0.54% +67,830 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: 96,504 shares; 2024Q4: 109,346 shares; 2025Q1: 111,020 shares; 2025Q2: 115,524 shares; 2025Q3: 178,253 shares 178,253 $3.69M 0.53% +62,729 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: 10,744 shares; 2024Q4: 4,923 shares; 2025Q1: 4,925 shares; 2025Q2: 4,793 shares; 2025Q3: 4,795 shares 4,795 $3.19M 0.46% +2 Timeline VOE 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: 127,705 shares; 2024Q4: 124,921 shares; 2025Q1: 109,424 shares; 2025Q2: 16,000 shares; 2025Q3: 16,776 shares 16,776 $2.93M 0.42% +776 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: 70,386 shares; 2024Q4: 66,950 shares; 2025Q1: 58,976 shares; 2025Q2: 41,723 shares; 2025Q3: 42,346 shares 42,346 $2.76M 0.39% +623 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: 3,800 shares; 2024Q4: 3,579 shares; 2025Q1: 3,581 shares; 2025Q2: 3,521 shares; 2025Q3: 3,269 shares 3,269 $2.49M 0.36% -252 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: 75,801 shares; 2024Q4: 113,690 shares; 2025Q1: 120,688 shares; 2025Q2: 122,770 shares; 2025Q3: 126,705 shares 126,705 $2.38M 0.34% +3,935 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: 98,162 shares; 2024Q4: 103,597 shares; 2025Q1: 109,823 shares; 2025Q2: 111,474 shares; 2025Q3: 115,056 shares 115,056 $2.37M 0.34% +3,582 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: 102,313 shares; 2024Q4: 107,959 shares; 2025Q1: 114,140 shares; 2025Q2: 115,980 shares; 2025Q3: 119,717 shares 119,717 $2.36M 0.34% +3,737 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: 101,938 shares; 2024Q4: 75,830 shares; 2025Q1: 50,146 shares; 2025Q2: 34,792 shares; 2025Q3: 34,322 shares 34,322 $2.26M 0.32% -470 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: 14,414 shares; 2024Q4: 12,917 shares; 2025Q1: 12,189 shares; 2025Q2: 10,694 shares; 2025Q3: 8,455 shares 8,455 $2.26M 0.32% -2,239 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: 12,982 shares; 2024Q4: 12,630 shares; 2025Q1: 8,144 shares; 2025Q2: 7,938 shares; 2025Q3: 8,104 shares 8,104 $2.22M 0.32% +166 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: 15,766 shares; 2024Q4: 2,832 shares; 2025Q1: 2,836 shares; 2025Q2: 2,445 shares; 2025Q3: 3,103 shares 3,103 $2.08M 0.3% +658 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: 2,981 shares; 2024Q4: 3,060 shares; 2025Q1: 3,020 shares; 2025Q2: 2,863 shares; 2025Q3: 2,587 shares 2,587 $2.06M 0.29% -276 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: 16,647 shares; 2024Q4: 14,146 shares; 2025Q1: 15,993 shares; 2025Q2: 13,734 shares; 2025Q3: 23,602 shares 23,602 $1.98M 0.28% +9,868 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: 7,555 shares; 2024Q4: 6,508 shares; 2025Q1: 7,373 shares; 2025Q2: 6,064 shares; 2025Q3: 5,781 shares 5,781 $1.97M 0.28% -283 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,414 shares; 2025Q1: 2,390 shares; 2025Q2: 3,960 shares; 2025Q3: 6,917 shares 6,917 $1.95M 0.28% +2,957 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: 576 shares; 2024Q4: 538 shares; 2025Q1: 550 shares; 2025Q2: 690 shares; 2025Q3: 1,887 shares 1,887 $1.83M 0.26% +1,197 Timeline SUSA 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: 234,381 shares; 2024Q4: 233,514 shares; 2025Q1: 200,854 shares; 2025Q2: 13,582 shares; 2025Q3: 13,347 shares 13,347 $1.81M 0.26% -235 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: 41,672 shares; 2024Q4: 39,780 shares; 2025Q1: 15,426 shares; 2025Q2: 14,305 shares; 2025Q3: 18,349 shares 18,349 $1.8M 0.26% +4,044 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: 5,587 shares; 2024Q4: 11,263 shares; 2025Q1: 11,147 shares; 2025Q2: 11,006 shares; 2025Q3: 10,518 shares 10,518 $1.8M 0.26% -488 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 71,715 shares; 2025Q1: 71,611 shares; 2025Q2: 65,417 shares; 2025Q3: 61,745 shares 61,745 $1.78M 0.25% -3,672 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: 83,767 shares; 2024Q4: 89,944 shares; 2025Q1: 98,003 shares; 2025Q2: 99,941 shares; 2025Q3: 103,829 shares 103,829 $1.75M 0.25% +3,888 Timeline BSCX 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: 65,288 shares; 2024Q4: 71,354 shares; 2025Q1: 76,555 shares; 2025Q2: 78,195 shares; 2025Q3: 81,688 shares 81,688 $1.75M 0.25% +3,493 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: 28,711 shares; 2024Q4: 19,665 shares; 2025Q1: 19,433 shares; 2025Q2: 14,682 shares; 2025Q3: 14,745 shares 14,745 $1.75M 0.25% +63 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: 84,844 shares; 2024Q4: 91,155 shares; 2025Q1: 98,856 shares; 2025Q2: 100,843 shares; 2025Q3: 104,813 shares 104,813 $1.75M 0.25% +3,970 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: 67,431 shares; 2024Q4: 72,776 shares; 2025Q1: 78,379 shares; 2025Q2: 80,064 shares; 2025Q3: 83,405 shares 83,405 $1.74M 0.25% +3,341 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 6,529 shares; 2025Q1: 6,894 shares; 2025Q2: 6,515 shares; 2025Q3: 6,137 shares 6,137 $1.73M 0.25% -378 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: 4,893 shares; 2024Q4: 4,466 shares; 2025Q1: 4,097 shares; 2025Q2: 4,326 shares; 2025Q3: 3,868 shares 3,868 $1.72M 0.25% -458 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,172 shares; 2025Q1: 75,356 shares; 2025Q2: 77,198 shares; 2025Q3: 81,173 shares 81,173 $1.71M 0.24% +3,975 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: 3,297 shares; 2024Q4: 3,410 shares; 2025Q1: 3,337 shares; 2025Q2: 2,876 shares; 2025Q3: 12,618 shares 12,618 $1.7M 0.24% +9,742 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: 3,259 shares; 2024Q4: 3,210 shares; 2025Q1: 3,101 shares; 2025Q2: 3,123 shares; 2025Q3: 2,940 shares 2,940 $1.67M 0.24% -183 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,255 shares; 2024Q4: 106,264 shares; 2025Q1: 105,510 shares; 2025Q2: 96,888 shares; 2025Q3: 85,645 shares 85,645 $1.65M 0.24% -11,243 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: 2,680 shares; 2024Q4: 2,662 shares; 2025Q1: 2,179 shares; 2025Q2: 2,680 shares; 2025Q3: 2,542 shares 2,542 $1.56M 0.22% -138 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: 2,194 shares; 2024Q4: 1,747 shares; 2025Q1: 1,611 shares; 2025Q2: 1,560 shares; 2025Q3: 5,405 shares 5,405 $1.53M 0.22% +3,845 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: 9,353 shares; 2024Q4: 7,982 shares; 2025Q1: 7,120 shares; 2025Q2: 6,309 shares; 2025Q3: 6,317 shares 6,317 $1.5M 0.21% +8 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: 3,220 shares; 2024Q4: 2,321 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 3,179 shares 3,179 $1.49M 0.21% +490 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,306 shares; 2025Q1: 3,437 shares; 2025Q2: 3,259 shares; 2025Q3: 3,667 shares 3,667 $1.49M 0.21% +408 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: 4,045 shares; 2024Q4: 3,317 shares; 2025Q1: 3,615 shares; 2025Q2: 4,398 shares; 2025Q3: 4,454 shares 4,454 $1.47M 0.21% +56 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: 1,927 shares; 2024Q4: 1,875 shares; 2025Q1: 1,785 shares; 2025Q2: 1,385 shares; 2025Q3: 7,894 shares 7,894 $1.46M 0.21% +6,509 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: 4,151 shares; 2024Q4: 4,487 shares; 2025Q1: 4,535 shares; 2025Q2: 4,367 shares; 2025Q3: 4,806 shares 4,806 $1.41M 0.2% +439 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: 5,125 shares; 2024Q4: 5,112 shares; 2025Q1: 5,242 shares; 2025Q2: 5,560 shares; 2025Q3: 6,765 shares 6,765 $1.39M 0.2% +1,205 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: 4,194 shares; 2024Q4: 3,790 shares; 2025Q1: 3,885 shares; 2025Q2: 3,697 shares; 2025Q3: 4,351 shares 4,351 $1.37M 0.2% +654 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,911 shares; 2024Q4: 36,223 shares; 2025Q1: 35,060 shares; 2025Q2: 32,373 shares; 2025Q3: 28,604 shares 28,604 $1.37M 0.2% -3,769 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: 3,981 shares; 2024Q4: 3,981 shares; 2025Q1: 3,641 shares; 2025Q2: 3,543 shares; 2025Q3: 3,613 shares 3,613 $1.32M 0.19% +70 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: 5,011 shares; 2024Q4: 4,761 shares; 2025Q1: 4,870 shares; 2025Q2: 5,414 shares; 2025Q3: 19,221 shares 19,221 $1.3M 0.19% +13,807 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: 18,296 shares; 2024Q4: 15,970 shares; 2025Q1: 11,137 shares; 2025Q2: 10,545 shares; 2025Q3: 10,032 shares 10,032 $1.29M 0.18% -513 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: 4,029 shares; 2024Q4: 4,042 shares; 2025Q1: 3,926 shares; 2025Q2: 4,100 shares; 2025Q3: 3,872 shares 3,872 $1.29M 0.18% -228 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,054 shares; 2024Q4: 17,342 shares; 2025Q1: 17,492 shares; 2025Q2: 17,150 shares; 2025Q3: 18,088 shares 18,088 $1.28M 0.18% +938 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: 282 shares; 2024Q4: 286 shares; 2025Q1: 276 shares; 2025Q2: 259 shares; 2025Q3: 237 shares 237 $1.28M 0.18% -22 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: 3,071 shares; 2024Q4: 3,045 shares; 2025Q1: 2,995 shares; 2025Q2: 2,838 shares; 2025Q3: 2,610 shares 2,610 $1.27M 0.18% -228 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 10,637 shares; 2025Q1: 5,141 shares; 2025Q2: 5,115 shares; 2025Q3: 4,648 shares 4,648 $1.26M 0.18% -467 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: 13,591 shares; 2024Q4: 14,512 shares; 2025Q1: 14,571 shares; 2025Q2: 12,433 shares; 2025Q3: 11,563 shares 11,563 $1.26M 0.18% -870 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,812 shares; 2024Q4: 42,017 shares; 2025Q1: 22,258 shares; 2025Q2: 22,551 shares; 2025Q3: 22,623 shares 22,623 $1.25M 0.18% +72 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: 9,918 shares; 2024Q4: 10,358 shares; 2025Q1: 9,849 shares; 2025Q2: 9,387 shares; 2025Q3: 8,426 shares 8,426 $1.22M 0.17% -961 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: 3,603 shares; 2024Q4: 3,450 shares; 2025Q1: 3,339 shares; 2025Q2: 3,296 shares; 2025Q3: 3,478 shares 3,478 $1.2M 0.17% +182 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: 1,547 shares; 2024Q4: 1,535 shares; 2025Q1: 1,495 shares; 2025Q2: 1,428 shares; 2025Q3: 1,301 shares 1,301 $1.2M 0.17% -127 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: 6,320 shares; 2024Q4: 6,376 shares; 2025Q1: 6,382 shares; 2025Q2: 5,995 shares; 2025Q3: 4,994 shares 4,994 $1.2M 0.17% -1,001 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,511 shares; 2025Q3: 1,280 shares 1,280 $1.18M 0.17% -231 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,212 shares; 2025Q2: 1,695 shares; 2025Q3: 1,892 shares 1,892 $1.16M 0.17% +197 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: 8,279 shares; 2024Q4: 8,344 shares; 2025Q1: 9,392 shares; 2025Q2: 10,144 shares; 2025Q3: 8,654 shares 8,654 $1.16M 0.17% -1,490 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,542 shares; 2025Q2: 8,019 shares; 2025Q3: 8,340 shares 8,340 $1.16M 0.16% +321 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,538 shares; 2025Q1: 4,534 shares; 2025Q2: 3,108 shares; 2025Q3: 5,380 shares 5,380 $1.15M 0.16% +2,272 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,345 shares; 2024Q4: 227,996 shares; 2025Q1: 48,812 shares; 2025Q2: 43,496 shares; 2025Q3: 45,208 shares 45,208 $1.15M 0.16% +1,712 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: 22,448 shares; 2024Q4: 19,767 shares; 2025Q1: 36,742 shares; 2025Q2: 43,542 shares; 2025Q3: 44,377 shares 44,377 $1.13M 0.16% +835 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: 13,273 shares; 2024Q4: 13,923 shares; 2025Q1: 14,708 shares; 2025Q2: 13,729 shares; 2025Q3: 11,287 shares 11,287 $1.1M 0.16% -2,442 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: 4,445 shares; 2024Q4: 5,494 shares; 2025Q1: 6,302 shares; 2025Q2: 6,716 shares; 2025Q3: 6,147 shares 6,147 $1.1M 0.16% -569 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: 1,287 shares; 2024Q4: 1,357 shares; 2025Q1: 1,545 shares; 2025Q2: 1,817 shares; 2025Q3: 2,250 shares 2,250 $1.09M 0.16% +433 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: 6,844 shares; 2025Q3: 22,210 shares 22,210 $1.09M 0.16% +15,366 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: 10,374 shares; 2024Q4: 10,379 shares; 2025Q1: 11,038 shares; 2025Q2: 5,044 shares; 2025Q3: 5,169 shares 5,169 $1.05M 0.15% +125 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 15,905 shares; 2025Q1: 16,305 shares; 2025Q2: 15,856 shares; 2025Q3: 12,801 shares 12,801 $1.05M 0.15% -3,055 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: 1,920 shares; 2024Q4: 1,855 shares; 2025Q1: 1,712 shares; 2025Q2: 1,786 shares; 2025Q3: 1,474 shares 1,474 $1.01M 0.14% -312 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: 24,757 shares; 2024Q4: 24,309 shares; 2025Q1: 25,173 shares; 2025Q2: 39,545 shares; 2025Q3: 35,541 shares 35,541 $1M 0.14% -4,004 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,851 shares; 2024Q4: 48,761 shares; 2025Q1: 48,761 shares; 2025Q2: 48,758 shares; 2025Q3: 48,758 shares 48,758 $991K 0.14% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,683 shares 4,683 $989K 0.14% new 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: 4,007 shares; 2024Q4: 4,369 shares; 2025Q1: 4,559 shares; 2025Q2: 3,760 shares; 2025Q3: 3,507 shares 3,507 $985K 0.14% -253 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,593 shares; 2025Q1: 6,979 shares; 2025Q2: 7,662 shares; 2025Q3: 6,874 shares 6,874 $984K 0.14% -788 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: 1,691 shares; 2024Q4: 1,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,950 shares 6,950 $976K 0.14% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 4,004 shares; 2025Q1: 3,799 shares; 2025Q2: 3,361 shares; 2025Q3: 5,083 shares 5,083 $954K 0.14% +1,722 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: 30,209 shares; 2024Q4: 28,986 shares; 2025Q1: 24,661 shares; 2025Q2: 19,608 shares; 2025Q3: 15,896 shares 15,896 $942K 0.13% -3,712 CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,281 shares; 2025Q1: 7,240 shares; 2025Q2: 6,533 shares; 2025Q3: 5,867 shares 5,867 $924K 0.13% -666 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,805 shares; 2025Q1: 3,417 shares; 2025Q2: 5,793 shares; 2025Q3: 4,713 shares 4,713 $923K 0.13% -1,080 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,000 shares; 2025Q1: 1,119 shares; 2025Q2: 1,143 shares; 2025Q3: 1,411 shares 1,411 $901K 0.13% +268 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: 2,260 shares; 2024Q4: 2,393 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 5,941 shares 5,941 $896K 0.13% +3,096 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: 3,778 shares; 2024Q4: 3,710 shares; 2025Q1: 3,642 shares; 2025Q2: 3,460 shares; 2025Q3: 2,528 shares 2,528 $892K 0.13% -932 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: 2,351 shares; 2024Q4: 2,103 shares; 2025Q1: 1,869 shares; 2025Q2: 2,206 shares; 2025Q3: 4,633 shares 4,633 $891K 0.13% +2,427 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: 2,248 shares; 2024Q4: 2,255 shares; 2025Q1: 2,139 shares; 2025Q2: 2,273 shares; 2025Q3: 2,068 shares 2,068 $890K 0.13% -205 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,496 shares; 2024Q4: 233,580 shares; 2025Q1: 233,057 shares; 2025Q2: 211,958 shares; 2025Q3: 195,003 shares 195,003 $885K 0.13% -16,955 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: 2,213 shares; 2024Q4: 2,168 shares; 2025Q1: 2,124 shares; 2025Q2: 2,126 shares; 2025Q3: 1,779 shares 1,779 $872K 0.12% -347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares 4,655 $855K 0.12% new 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: 7,686 shares; 2024Q4: 7,538 shares; 2025Q1: 9,758 shares; 2025Q2: 7,343 shares; 2025Q3: 7,317 shares 7,317 $838K 0.12% -26 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: 19,099 shares; 2024Q4: 13,798 shares; 2025Q1: 20,938 shares; 2025Q2: 19,201 shares; 2025Q3: 19,381 shares 19,381 $836K 0.12% +180 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: 2,155 shares; 2024Q4: 2,208 shares; 2025Q1: 1,548 shares; 2025Q2: 1,493 shares; 2025Q3: 1,864 shares 1,864 $834K 0.12% +371 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: 3,732 shares; 2024Q4: 3,737 shares; 2025Q1: 3,680 shares; 2025Q2: 3,325 shares; 2025Q3: 10,585 shares 10,585 $825K 0.12% +7,260 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: 3,624 shares; 2024Q4: 3,575 shares; 2025Q1: 3,758 shares; 2025Q2: 5,001 shares; 2025Q3: 3,993 shares 3,993 $820K 0.12% -1,008 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: 2,403 shares; 2024Q4: 2,294 shares; 2025Q1: 2,811 shares; 2025Q2: 2,736 shares; 2025Q3: 2,159 shares 2,159 $798K 0.11% -577 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,743 shares; 2024Q4: 62,368 shares; 2025Q1: 56,609 shares; 2025Q2: 42,356 shares; 2025Q3: 47,284 shares 47,284 $792K 0.11% +4,928 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: 3,593 shares; 2024Q4: 3,647 shares; 2025Q1: 3,619 shares; 2025Q2: 3,787 shares; 2025Q3: 3,144 shares 3,144 $776K 0.11% -643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,575 shares 5,575 $776K 0.11% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,060 shares; 2025Q1: 983 shares; 2025Q2: 972 shares; 2025Q3: 832 shares 832 $770K 0.11% -140 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: 2,665 shares; 2024Q4: 2,794 shares; 2025Q1: 2,524 shares; 2025Q2: 2,360 shares; 2025Q3: 3,084 shares 3,084 $761K 0.11% +724 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: 5,238 shares; 2024Q4: 6,947 shares; 2025Q1: 4,198 shares; 2025Q2: 4,632 shares; 2025Q3: 10,986 shares 10,986 $752K 0.11% +6,354 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: 4,618 shares; 2024Q4: 4,724 shares; 2025Q1: 4,578 shares; 2025Q2: 3,243 shares; 2025Q3: 4,716 shares 4,716 $750K 0.11% +1,473 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: 7,204 shares; 2024Q4: 7,204 shares; 2025Q1: 7,722 shares; 2025Q2: 7,138 shares; 2025Q3: 7,138 shares 7,138 $746K 0.11% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 5,800 shares; 2025Q1: 6,270 shares; 2025Q2: 6,220 shares; 2025Q3: 12,112 shares 12,112 $745K 0.11% +5,892 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,784 shares; 2025Q3: 15,471 shares 15,471 $741K 0.11% -313 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 3,441 shares 3,441 $731K 0.1% +530 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,095 shares; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,151 shares 2,151 $726K 0.1% -189 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,220 shares 2,220 $725K 0.1% -68 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,453 shares; 2025Q1: 2,678 shares; 2025Q2: 2,651 shares; 2025Q3: 2,428 shares 2,428 $723K 0.1% -223 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,544 shares; 2025Q1: 1,192 shares; 2025Q2: 1,136 shares; 2025Q3: 1,002 shares 1,002 $720K 0.1% -134 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: 4,255 shares; 2024Q4: 4,255 shares; 2025Q1: 2,580 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares 2,554 $720K 0.1% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,933 shares; 2025Q1: 4,070 shares; 2025Q2: 5,619 shares; 2025Q3: 3,935 shares 3,935 $718K 0.1% -1,684 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: 9,979 shares; 2024Q4: 9,199 shares; 2025Q1: 7,150 shares; 2025Q2: 6,909 shares; 2025Q3: 6,418 shares 6,418 $712K 0.1% -491 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,513 shares; 2025Q2: 8,423 shares; 2025Q3: 8,441 shares 8,441 $712K 0.1% +18 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,928 shares; 2024Q4: 40,379 shares; 2025Q1: 28,337 shares; 2025Q2: 42,949 shares; 2025Q3: 48,573 shares 48,573 $711K 0.1% +5,624 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: 20,695 shares; 2024Q4: 20,492 shares; 2025Q1: 20,040 shares; 2025Q2: 19,313 shares; 2025Q3: 15,984 shares 15,984 $702K 0.1% -3,329 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,459 shares; 2024Q4: 10,642 shares; 2025Q1: 9,461 shares; 2025Q2: 7,743 shares; 2025Q3: 7,599 shares 7,599 $691K 0.1% -144 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,363 shares; 2025Q1: 3,311 shares; 2025Q2: 3,134 shares; 2025Q3: 3,231 shares 3,231 $691K 0.1% +97 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,198 shares 8,198 $689K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 4,895 shares 4,895 $686K 0.1% +3,244 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 2,793 shares; 2025Q1: 2,464 shares; 2025Q2: 2,675 shares; 2025Q3: 4,034 shares 4,034 $684K 0.1% +1,359 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 8,150 shares; 2025Q1: 8,039 shares; 2025Q2: 6,174 shares; 2025Q3: 5,749 shares 5,749 $683K 0.1% -425 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: 7,204 shares; 2024Q4: 6,298 shares; 2025Q1: 6,757 shares; 2025Q2: 5,612 shares; 2025Q3: 5,939 shares 5,939 $680K 0.1% +327 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: 21,173 shares; 2024Q4: 16,093 shares; 2025Q1: 9,524 shares; 2025Q2: 8,816 shares; 2025Q3: 8,860 shares 8,860 $680K 0.1% +44 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,509 shares 7,509 $676K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,423 shares 9,423 $670K 0.1% new 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: 6,917 shares; 2024Q4: 7,006 shares; 2025Q1: 6,970 shares; 2025Q2: 7,156 shares; 2025Q3: 7,001 shares 7,001 $668K 0.1% -155 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: 3,980 shares; 2024Q4: 4,405 shares; 2025Q1: 4,668 shares; 2025Q2: 3,923 shares; 2025Q3: 2,563 shares 2,563 $668K 0.1% -1,360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares 1,385 $661K 0.09% new 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: 878 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares 878 $656K 0.09% 0 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: 8,363 shares; 2024Q4: 8,307 shares; 2025Q1: 9,088 shares; 2025Q2: 1,307 shares; 2025Q3: 1,360 shares 1,360 $652K 0.09% +53 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 1,850 shares; 2025Q1: 1,772 shares; 2025Q2: 1,766 shares; 2025Q3: 1,389 shares 1,389 $650K 0.09% -377 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: 2,395 shares; 2024Q4: 2,376 shares; 2025Q1: 2,375 shares; 2025Q2: 2,131 shares; 2025Q3: 2,558 shares 2,558 $643K 0.09% +427 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares 1,688 $637K 0.09% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 8,189 shares; 2025Q1: 4,615 shares; 2025Q2: 7,507 shares; 2025Q3: 12,577 shares 12,577 $634K 0.09% +5,070 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 15,250 shares; 2025Q1: 19,345 shares; 2025Q2: 15,381 shares; 2025Q3: 13,301 shares 13,301 $628K 0.09% -2,080 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 542 shares; 2025Q1: 387 shares; 2025Q2: 851 shares; 2025Q3: 1,111 shares 1,111 $625K 0.09% +260 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,469 shares; 2024Q4: 99,868 shares; 2025Q1: 70,432 shares; 2025Q2: 62,702 shares; 2025Q3: 85,346 shares 85,346 $620K 0.09% +22,644 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,721 shares 4,721 $619K 0.09% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,135 shares; 2025Q3: 2,386 shares 2,386 $616K 0.09% +1,251 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,066 shares 6,066 $610K 0.09% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,184 shares; 2025Q3: 4,281 shares 4,281 $610K 0.09% +1,097 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 3,748 shares 3,748 $606K 0.09% +2,244 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: 12,201 shares; 2024Q4: 11,319 shares; 2025Q1: 11,315 shares; 2025Q2: 11,780 shares; 2025Q3: 12,337 shares 12,337 $605K 0.09% +557 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,957 shares; 2025Q1: 3,841 shares; 2025Q2: 4,869 shares; 2025Q3: 4,574 shares 4,574 $604K 0.09% -295 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: 8,086 shares; 2024Q4: 11,804 shares; 2025Q1: 12,491 shares; 2025Q2: 12,939 shares; 2025Q3: 9,646 shares 9,646 $603K 0.09% -3,293 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 13,422 shares; 2025Q1: 9,103 shares; 2025Q2: 8,857 shares; 2025Q3: 8,245 shares 8,245 $603K 0.09% -612 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,409 shares; 2025Q1: 3,321 shares; 2025Q2: 3,041 shares; 2025Q3: 2,770 shares 2,770 $602K 0.09% -271 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,592 shares 15,592 $596K 0.09% new 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: 7,002 shares; 2024Q4: 7,091 shares; 2025Q1: 6,808 shares; 2025Q2: 6,516 shares; 2025Q3: 5,837 shares 5,837 $595K 0.08% -679 Timeline VNQI 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: 243,174 shares; 2024Q4: 257,911 shares; 2025Q1: 234,918 shares; 2025Q2: 13,038 shares; 2025Q3: 12,455 shares 12,455 $595K 0.08% -583 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,713 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares 4,713 $594K 0.08% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 8,633 shares; 2025Q1: 9,561 shares; 2025Q2: 9,493 shares; 2025Q3: 4,778 shares 4,778 $591K 0.08% -4,715 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,233 shares; 2024Q4: 7,941 shares; 2025Q1: 11,854 shares; 2025Q2: 11,672 shares; 2025Q3: 9,850 shares 9,850 $587K 0.08% -1,822 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: 5,336 shares; 2024Q4: 5,018 shares; 2025Q1: 4,968 shares; 2025Q2: 5,005 shares; 2025Q3: 4,956 shares 4,956 $587K 0.08% -49 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: 2,329 shares; 2024Q4: 2,454 shares; 2025Q1: 2,596 shares; 2025Q2: 2,683 shares; 2025Q3: 2,464 shares 2,464 $587K 0.08% -219 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: 1,822 shares; 2024Q4: 1,547 shares; 2025Q1: 1,814 shares; 2025Q2: 1,934 shares; 2025Q3: 3,085 shares 3,085 $586K 0.08% +1,151 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: 6,058 shares; 2024Q4: 7,556 shares; 2025Q1: 8,127 shares; 2025Q2: 7,273 shares; 2025Q3: 5,233 shares 5,233 $585K 0.08% -2,040 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,451 shares; 2025Q1: 4,554 shares; 2025Q2: 4,811 shares; 2025Q3: 4,385 shares 4,385 $584K 0.08% -426 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: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares 3,512 $584K 0.08% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,570 shares; 2024Q4: 43,931 shares; 2025Q1: 41,717 shares; 2025Q2: 39,759 shares; 2025Q3: 41,251 shares 41,251 $584K 0.08% +1,492 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: 3,229 shares; 2024Q4: 3,225 shares; 2025Q1: 3,441 shares; 2025Q2: 2,766 shares; 2025Q3: 2,894 shares 2,894 $581K 0.08% +128 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,987 shares; 2025Q2: 2,663 shares; 2025Q3: 4,316 shares 4,316 $578K 0.08% +1,653 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,594 shares; 2025Q1: 4,488 shares; 2025Q2: 4,617 shares; 2025Q3: 4,478 shares 4,478 $577K 0.08% -139 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,523 shares; 2024Q4: 133,416 shares; 2025Q1: 118,117 shares; 2025Q2: 6,368 shares; 2025Q3: 6,267 shares 6,267 $573K 0.08% -101 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,869 shares; 2025Q1: 3,754 shares; 2025Q2: 3,511 shares; 2025Q3: 3,061 shares 3,061 $572K 0.08% -450 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: 2,694 shares; 2024Q4: 2,487 shares; 2025Q1: 2,454 shares; 2025Q2: 2,480 shares; 2025Q3: 2,449 shares 2,449 $567K 0.08% -31 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: 6,254 shares; 2024Q4: 6,099 shares; 2025Q1: 5,410 shares; 2025Q2: 5,110 shares; 2025Q3: 5,466 shares 5,466 $567K 0.08% +356 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,645 shares; 2025Q1: 1,581 shares; 2025Q2: 1,469 shares; 2025Q3: 1,185 shares 1,185 $564K 0.08% -284 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: 3,100 shares; 2024Q4: 3,062 shares; 2025Q1: 1,268 shares; 2025Q2: 1,152 shares; 2025Q3: 1,114 shares 1,114 $560K 0.08% -38 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 833 shares; 2025Q1: 1,493 shares; 2025Q2: 1,590 shares; 2025Q3: 1,719 shares 1,719 $555K 0.08% +129 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,668 shares; 2024Q4: 17,464 shares; 2025Q1: 17,484 shares; 2025Q2: 21,112 shares; 2025Q3: 19,874 shares 19,874 $554K 0.08% -1,238 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,156 shares; 2024Q4: 26,510 shares; 2025Q1: 26,253 shares; 2025Q2: 23,231 shares; 2025Q3: 20,982 shares 20,982 $547K 0.08% -2,249 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262 shares; 2025Q1: 2,323 shares; 2025Q2: 2,057 shares; 2025Q3: 3,287 shares 3,287 $537K 0.08% +1,230 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: 2,816 shares; 2024Q4: 2,653 shares; 2025Q1: 2,755 shares; 2025Q2: 2,892 shares; 2025Q3: 2,700 shares 2,700 $535K 0.08% -192 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,820 shares; 2025Q1: 5,870 shares; 2025Q2: 5,448 shares; 2025Q3: 4,100 shares 4,100 $535K 0.08% -1,348 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: 9,786 shares; 2024Q4: 7,528 shares; 2025Q1: 8,401 shares; 2025Q2: 7,372 shares; 2025Q3: 6,856 shares 6,856 $533K 0.08% -516 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,703 shares; 2025Q1: 2,271 shares; 2025Q2: 1,667 shares; 2025Q3: 1,721 shares 1,721 $533K 0.08% +54 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: 2,560 shares; 2024Q4: 1,677 shares; 2025Q1: 1,472 shares; 2025Q2: 1,383 shares; 2025Q3: 3,452 shares 3,452 $530K 0.08% +2,069 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,692 shares; 2025Q1: 2,611 shares; 2025Q2: 2,751 shares; 2025Q3: 2,499 shares 2,499 $529K 0.08% -252 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,736 shares 11,736 $528K 0.08% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,301 shares; 2025Q1: 3,829 shares; 2025Q2: 4,893 shares; 2025Q3: 5,410 shares 5,410 $522K 0.07% +517 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: not reported; 2024Q4: not reported; 2025Q1: 997 shares; 2025Q2: 1,621 shares; 2025Q3: 2,072 shares 2,072 $521K 0.07% +451 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,974 shares; 2025Q3: 5,225 shares 5,225 $515K 0.07% +2,251 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: 4,209 shares; 2024Q4: 4,670 shares; 2025Q1: 5,236 shares; 2025Q2: 5,449 shares; 2025Q3: 4,054 shares 4,054 $514K 0.07% -1,395 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 8,752 shares; 2025Q1: 8,418 shares; 2025Q2: 7,968 shares; 2025Q3: 8,998 shares 8,998 $512K 0.07% +1,030 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,726 shares; 2025Q1: 1,686 shares; 2025Q2: 1,576 shares; 2025Q3: 1,944 shares 1,944 $511K 0.07% +368 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 20,039 shares; 2025Q1: 18,860 shares; 2025Q2: 28,201 shares; 2025Q3: 29,718 shares 29,718 $506K 0.07% +1,517 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,773 shares; 2025Q1: 1,967 shares; 2025Q2: 2,359 shares; 2025Q3: 1,870 shares 1,870 $505K 0.07% -489 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: not reported; 2024Q4: 2,011 shares; 2025Q1: not reported; 2025Q2: 3,369 shares; 2025Q3: 5,138 shares 5,138 $505K 0.07% +1,769 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,262 shares; 2024Q4: 13,022 shares; 2025Q1: 16,775 shares; 2025Q2: 18,110 shares; 2025Q3: 21,678 shares 21,678 $504K 0.07% +3,568 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares 3,839 $500K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 462 shares 462 $498K 0.07% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,127 shares; 2025Q1: 999 shares; 2025Q2: 778 shares; 2025Q3: 876 shares 876 $497K 0.07% +98 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 3,702 shares; 2025Q1: 2,726 shares; 2025Q2: 2,066 shares; 2025Q3: 1,738 shares 1,738 $490K 0.07% -328 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,327 shares; 2025Q3: 2,397 shares 2,397 $488K 0.07% +1,070 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: 2,364 shares; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 6,652 shares; 2025Q3: 5,102 shares 5,102 $486K 0.07% -1,550 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 427 shares; 2025Q1: 446 shares; 2025Q2: 409 shares; 2025Q3: 316 shares 316 $473K 0.07% -93 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares 4,668 $469K 0.07% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,234 shares; 2025Q1: 1,257 shares; 2025Q2: 1,332 shares; 2025Q3: 1,250 shares 1,250 $468K 0.07% -82 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,661 shares; 2025Q2: 4,135 shares; 2025Q3: 3,776 shares 3,776 $467K 0.07% -359 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,704 shares; 2025Q1: 7,203 shares; 2025Q2: 9,400 shares; 2025Q3: 9,182 shares 9,182 $464K 0.07% -218 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: 3,309 shares; 2024Q4: 3,027 shares; 2025Q1: 3,082 shares; 2025Q2: 3,179 shares; 2025Q3: 2,299 shares 2,299 $463K 0.07% -880 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: 5,163 shares; 2024Q4: 2,886 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares 4,950 $462K 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,668 shares 13,668 $459K 0.07% new 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: 517 shares; 2024Q4: 497 shares; 2025Q1: 506 shares; 2025Q2: 519 shares; 2025Q3: 476 shares 476 $454K 0.06% -43 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,434 shares; 2025Q2: 11,300 shares; 2025Q3: 18,171 shares 18,171 $450K 0.06% +6,871 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,564 shares; 2025Q1: 1,780 shares; 2025Q2: 1,552 shares; 2025Q3: 1,641 shares 1,641 $449K 0.06% +89 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: 1,649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: 2,354 shares 2,354 $448K 0.06% +524 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,162 shares 3,162 $446K 0.06% new 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: 3,068 shares; 2024Q4: 3,020 shares; 2025Q1: 2,970 shares; 2025Q2: 2,517 shares; 2025Q3: 2,644 shares 2,644 $445K 0.06% +127 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,224 shares 11,224 $443K 0.06% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 1,818 shares; 2025Q3: 1,963 shares 1,963 $443K 0.06% +145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,873 shares 1,873 $443K 0.06% new 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: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,495 shares; 2025Q2: 1,783 shares; 2025Q3: 2,237 shares 2,237 $442K 0.06% +454 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: 873 shares; 2024Q4: 836 shares; 2025Q1: 907 shares; 2025Q2: 1,034 shares; 2025Q3: 899 shares 899 $442K 0.06% -135 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,366 shares; 2025Q1: 11,166 shares; 2025Q2: 13,276 shares; 2025Q3: 16,163 shares 16,163 $438K 0.06% +2,887 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 12,214 shares 12,214 $436K 0.06% +8,180 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,598 shares; 2025Q2: 3,601 shares; 2025Q3: 3,604 shares 3,604 $435K 0.06% +3 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,324 shares; 2024Q4: 26,830 shares; 2025Q1: 17,628 shares; 2025Q2: 15,106 shares; 2025Q3: 13,397 shares 13,397 $431K 0.06% -1,709 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: 9,971 shares; 2024Q4: 8,746 shares; 2025Q1: 11,510 shares; 2025Q2: 8,337 shares; 2025Q3: 9,433 shares 9,433 $431K 0.06% +1,096 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,275 shares; 2025Q1: 3,502 shares; 2025Q2: 4,015 shares; 2025Q3: 5,603 shares 5,603 $429K 0.06% +1,588 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: 861 shares; 2024Q4: 853 shares; 2025Q1: 877 shares; 2025Q2: 1,598 shares; 2025Q3: 1,228 shares 1,228 $426K 0.06% -370 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 356 shares; 2025Q2: 420 shares; 2025Q3: 362 shares 362 $422K 0.06% -58 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,565 shares 2,565 $422K 0.06% -89 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,362 shares 13,362 $422K 0.06% new 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: 1,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,585 shares; 2025Q3: 3,114 shares 3,114 $422K 0.06% -1,471 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,834 shares; 2024Q4: 14,286 shares; 2025Q1: 12,508 shares; 2025Q2: 12,252 shares; 2025Q3: 10,755 shares 10,755 $421K 0.06% -1,497 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 9,594 shares; 2025Q1: 9,396 shares; 2025Q2: 9,793 shares; 2025Q3: 8,282 shares 8,282 $421K 0.06% -1,511 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: 11,071 shares; 2024Q4: 10,309 shares; 2025Q1: 9,833 shares; 2025Q2: 6,412 shares; 2025Q3: 4,556 shares 4,556 $417K 0.06% -1,856 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: 2,532 shares; 2024Q4: 1,981 shares; 2025Q1: 1,717 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares 1,696 $410K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares 2,364 $409K 0.06% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 2,769 shares; 2025Q1: 2,068 shares; 2025Q2: not reported; 2025Q3: 4,271 shares 4,271 $408K 0.06% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 563 shares; 2025Q1: 683 shares; 2025Q2: 725 shares; 2025Q3: 622 shares 622 $404K 0.06% -103 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,157 shares; 2024Q4: 82,793 shares; 2025Q1: 110,855 shares; 2025Q2: 100,796 shares; 2025Q3: 66,786 shares 66,786 $402K 0.06% -34,010 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: 3,881 shares; 2025Q2: 4,173 shares; 2025Q3: 2,470 shares 2,470 $402K 0.06% -1,703 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 10,394 shares; 2025Q1: 6,443 shares; 2025Q2: 5,106 shares; 2025Q3: 8,878 shares 8,878 $400K 0.06% +3,772 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,857 shares; 2025Q1: 1,339 shares; 2025Q2: 1,350 shares; 2025Q3: 1,382 shares 1,382 $398K 0.06% +32 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 6,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,188 shares 7,188 $397K 0.06% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,464 shares 11,464 $394K 0.06% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 1,890 shares; 2025Q3: 1,994 shares 1,994 $391K 0.06% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares 2,630 $388K 0.06% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,180 shares; 2025Q1: 3,345 shares; 2025Q2: 4,221 shares; 2025Q3: 4,083 shares 4,083 $385K 0.06% -138 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 4,983 shares; 2025Q1: 5,291 shares; 2025Q2: 4,624 shares; 2025Q3: 4,343 shares 4,343 $384K 0.05% -281 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: 7,182 shares; 2024Q4: 6,619 shares; 2025Q1: 4,662 shares; 2025Q2: 6,396 shares; 2025Q3: 4,660 shares 4,660 $381K 0.05% -1,736 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,303 shares; 2025Q1: 21,177 shares; 2025Q2: 21,258 shares; 2025Q3: 11,766 shares 11,766 $380K 0.05% -9,492 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,247 shares; 2025Q1: 3,152 shares; 2025Q2: 2,650 shares; 2025Q3: 3,135 shares 3,135 $379K 0.05% +485 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 7,012 shares; 2025Q1: 7,648 shares; 2025Q2: 3,858 shares; 2025Q3: 2,815 shares 2,815 $379K 0.05% -1,043 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,457 shares 8,457 $377K 0.05% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,673 shares; 2025Q3: 8,673 shares 8,673 $373K 0.05% 0 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: 4,551 shares; 2024Q4: 4,570 shares; 2025Q1: 5,168 shares; 2025Q2: 3,280 shares; 2025Q3: 3,207 shares 3,207 $372K 0.05% -73 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,398 shares 6,398 $372K 0.05% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,129 shares; 2025Q1: 22,186 shares; 2025Q2: 17,297 shares; 2025Q3: 17,879 shares 17,879 $370K 0.05% +582 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares 1,056 $369K 0.05% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,811 shares 1,811 $368K 0.05% new 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: 958 shares; 2024Q4: 937 shares; 2025Q1: 943 shares; 2025Q2: 951 shares; 2025Q3: 908 shares 908 $367K 0.05% -43 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,120 shares 91,120 $366K 0.05% new Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,810 shares; 2024Q4: 11,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,099 shares 10,099 $366K 0.05% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,284 shares; 2025Q1: 4,984 shares; 2025Q2: 5,003 shares; 2025Q3: 5,043 shares 5,043 $364K 0.05% +40 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: 5,273 shares; 2024Q4: 7,747 shares; 2025Q1: 8,515 shares; 2025Q2: 7,751 shares; 2025Q3: 5,150 shares 5,150 $360K 0.05% -2,601 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,472 shares 2,472 $360K 0.05% -116 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: not reported; 2024Q4: 3,572 shares; 2025Q1: 4,857 shares; 2025Q2: 3,877 shares; 2025Q3: 3,423 shares 3,423 $360K 0.05% -454 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: 1,222 shares; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 785 shares 785 $359K 0.05% +348 Timeline MAC Copper Ltd MAC Copper Ltd More: the full row for MAC Copper Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,078 shares 29,078 $355K 0.05% new ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,424 shares; 2025Q1: 773 shares; 2025Q2: 792 shares; 2025Q3: 774 shares 774 $353K 0.05% -18 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,654 shares; 2025Q1: 1,108 shares; 2025Q2: 877 shares; 2025Q3: 899 shares 899 $352K 0.05% +22 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,284 shares 17,284 $352K 0.05% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 2,833 shares 2,833 $347K 0.05% +524 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares 1,503 $346K 0.05% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares 5,800 $345K 0.05% new 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: 5,784 shares; 2024Q4: 5,348 shares; 2025Q1: 5,358 shares; 2025Q2: 5,780 shares; 2025Q3: 4,301 shares 4,301 $344K 0.05% -1,479 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: 23,468 shares; 2024Q4: 22,644 shares; 2025Q1: 21,690 shares; 2025Q2: 10,726 shares; 2025Q3: 6,194 shares 6,194 $344K 0.05% -4,532 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: 10,503 shares; 2024Q4: 10,505 shares; 2025Q1: 9,992 shares; 2025Q2: 7,216 shares; 2025Q3: 7,103 shares 7,103 $343K 0.05% -113 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,154 shares 3,154 $343K 0.05% new 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: 679 shares; 2024Q4: 705 shares; 2025Q1: 810 shares; 2025Q2: 832 shares; 2025Q3: 821 shares 821 $340K 0.05% -11 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,374 shares 1,374 $338K 0.05% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 739 shares; 2025Q1: 769 shares; 2025Q2: 718 shares; 2025Q3: 614 shares 614 $333K 0.05% -104 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,022 shares; 2024Q4: 46,830 shares; 2025Q1: 46,184 shares; 2025Q2: 29,922 shares; 2025Q3: 27,500 shares 27,500 $329K 0.05% -2,422 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,019 shares; 2025Q1: 2,084 shares; 2025Q2: 2,040 shares; 2025Q3: 1,681 shares 1,681 $325K 0.05% -359 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,263 shares; 2024Q4: 9,296 shares; 2025Q1: 9,296 shares; 2025Q2: 9,308 shares; 2025Q3: 9,375 shares 9,375 $322K 0.05% +67 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,660 shares; 2025Q3: 9,304 shares 9,304 $320K 0.05% +3,644 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares 921 $319K 0.05% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares 4,647 $319K 0.05% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,480 shares; 2025Q1: 3,585 shares; 2025Q2: 3,619 shares; 2025Q3: 3,840 shares 3,840 $316K 0.05% +221 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,291 shares; 2025Q1: 4,301 shares; 2025Q2: 4,313 shares; 2025Q3: 4,323 shares 4,323 $313K 0.04% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares 1,045 $313K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,669 shares; 2025Q1: 1,610 shares; 2025Q2: 1,363 shares; 2025Q3: 941 shares 941 $310K 0.04% -422 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,246 shares; 2024Q4: 9,398 shares; 2025Q1: not reported; 2025Q2: 10,407 shares; 2025Q3: 16,906 shares 16,906 $310K 0.04% +6,499 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,807 shares 5,807 $309K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares 3,670 $309K 0.04% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,779 shares; 2024Q4: 42,042 shares; 2025Q1: 40,993 shares; 2025Q2: 29,485 shares; 2025Q3: 29,380 shares 29,380 $308K 0.04% -105 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,728 shares; 2025Q1: 3,461 shares; 2025Q2: 3,806 shares; 2025Q3: 2,169 shares 2,169 $307K 0.04% -1,637 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares 2,553 $306K 0.04% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares 591 $304K 0.04% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,619 shares; 2024Q4: 10,490 shares; 2025Q1: 12,561 shares; 2025Q2: not reported; 2025Q3: 11,483 shares 11,483 $303K 0.04% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 28,654 shares; 2025Q1: 39,470 shares; 2025Q2: 34,399 shares; 2025Q3: 96,243 shares 96,243 $302K 0.04% +61,844 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: 1,466 shares; 2024Q4: 1,556 shares; 2025Q1: 1,582 shares; 2025Q2: 1,500 shares; 2025Q3: 945 shares 945 $300K 0.04% -555 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 7,014 shares; 2025Q1: 8,177 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares 7,014 $300K 0.04% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares 1,497 $300K 0.04% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,693 shares 13,693 $299K 0.04% new 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: 899 shares; 2024Q4: 910 shares; 2025Q1: 1,040 shares; 2025Q2: 977 shares; 2025Q3: 839 shares 839 $299K 0.04% -138 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 504 shares; 2025Q2: 510 shares; 2025Q3: 415 shares 415 $298K 0.04% -95 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: 1,493 shares; 2024Q4: 891 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares 1,584 $297K 0.04% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares 2,828 $295K 0.04% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,140 shares; 2025Q1: 6,094 shares; 2025Q2: 5,717 shares; 2025Q3: 4,374 shares 4,374 $294K 0.04% -1,343 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 7,538 shares; 2025Q1: 6,780 shares; 2025Q2: 7,064 shares; 2025Q3: 4,621 shares 4,621 $294K 0.04% -2,443 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares 2,672 $294K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,596 shares 2,596 $293K 0.04% new 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: 3,409 shares; 2024Q4: 3,382 shares; 2025Q1: 3,737 shares; 2025Q2: 4,021 shares; 2025Q3: 4,877 shares 4,877 $291K 0.04% +856 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: 19,042 shares; 2024Q4: 20,661 shares; 2025Q1: 17,365 shares; 2025Q2: 13,099 shares; 2025Q3: 9,211 shares 9,211 $289K 0.04% -3,888 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 5,333 shares; 2025Q1: 5,249 shares; 2025Q2: 4,576 shares; 2025Q3: 3,675 shares 3,675 $289K 0.04% -901 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,729 shares; 2024Q4: 56,505 shares; 2025Q1: 51,847 shares; 2025Q2: 45,351 shares; 2025Q3: 36,093 shares 36,093 $288K 0.04% -9,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares 4,449 $286K 0.04% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,863 shares 1,863 $284K 0.04% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,899 shares; 2024Q4: 7,503 shares; 2025Q1: 14,993 shares; 2025Q2: 10,949 shares; 2025Q3: 3,676 shares 3,676 $283K 0.04% -7,273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,333 shares 2,333 $281K 0.04% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: 2,517 shares; 2025Q2: 2,221 shares; 2025Q3: 1,643 shares 1,643 $280K 0.04% -578 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares 565 $279K 0.04% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,384 shares; 2025Q1: 2,417 shares; 2025Q2: 2,762 shares; 2025Q3: 1,692 shares 1,692 $277K 0.04% -1,070 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 5,254 shares; 2025Q1: 4,682 shares; 2025Q2: 3,415 shares; 2025Q3: 916 shares 916 $276K 0.04% -2,499 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,555 shares; 2025Q1: 2,196 shares; 2025Q2: 1,861 shares; 2025Q3: 2,041 shares 2,041 $275K 0.04% +180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 5,289 shares 5,289 $273K 0.04% +972 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: 2,022 shares; 2024Q4: 1,911 shares; 2025Q1: 1,966 shares; 2025Q2: 1,785 shares; 2025Q3: 2,021 shares 2,021 $270K 0.04% +236 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares 5,017 $266K 0.04% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,254 shares; 2024Q4: 17,987 shares; 2025Q1: 23,205 shares; 2025Q2: 10,179 shares; 2025Q3: 5,530 shares 5,530 $266K 0.04% -4,649 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 1,974 shares; 2025Q1: 1,975 shares; 2025Q2: 2,050 shares; 2025Q3: 2,052 shares 2,052 $266K 0.04% +2 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: 975 shares; 2024Q4: 1,054 shares; 2025Q1: 942 shares; 2025Q2: 947 shares; 2025Q3: 952 shares 952 $266K 0.04% +5 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares 1,183 $266K 0.04% new Timeline VSGX 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: 5,667 shares; 2024Q4: 5,580 shares; 2025Q1: 3,683 shares; 2025Q2: 3,804 shares; 2025Q3: 3,822 shares 3,822 $265K 0.04% +18 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: 3,141 shares; 2024Q4: 3,222 shares; 2025Q1: 3,019 shares; 2025Q2: 2,239 shares; 2025Q3: 1,271 shares 1,271 $263K 0.04% -968 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: 5,131 shares; 2024Q4: 5,129 shares; 2025Q1: 5,131 shares; 2025Q2: 4,679 shares; 2025Q3: 3,111 shares 3,111 $261K 0.04% -1,568 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,327 shares 3,327 $261K 0.04% new 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: 17,948 shares; 2024Q4: 19,273 shares; 2025Q1: 20,070 shares; 2025Q2: 17,496 shares; 2025Q3: 10,534 shares 10,534 $259K 0.04% -6,962 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares 1,968 $258K 0.04% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 14,873 shares 14,873 $257K 0.04% +3,588 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,611 shares; 2025Q2: 995 shares; 2025Q3: 890 shares 890 $256K 0.04% -105 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,718 shares; 2025Q1: 2,632 shares; 2025Q2: 3,086 shares; 2025Q3: 1,872 shares 1,872 $256K 0.04% -1,214 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 974 shares 974 $254K 0.04% new 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: 332 shares; 2024Q4: 351 shares; 2025Q1: 343 shares; 2025Q2: 367 shares; 2025Q3: 333 shares 333 $252K 0.04% -34 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,210 shares; 2025Q2: 1,215 shares; 2025Q3: 1,220 shares 1,220 $252K 0.04% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 592 shares 592 $250K 0.04% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 11,374 shares; 2025Q1: 9,825 shares; 2025Q2: 8,145 shares; 2025Q3: 6,137 shares 6,137 $248K 0.04% -2,008 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 5,444 shares; 2025Q1: 4,114 shares; 2025Q2: 3,854 shares; 2025Q3: 3,324 shares 3,324 $247K 0.04% -530 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,382 shares 9,382 $247K 0.04% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 692 shares 692 $243K 0.03% +22 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 7,496 shares; 2025Q1: 9,105 shares; 2025Q2: 8,886 shares; 2025Q3: 7,537 shares 7,537 $242K 0.03% -1,349 Timeline AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,872 shares; 2025Q2: 92,520 shares; 2025Q3: 45,727 shares 45,727 $240K 0.03% -46,793 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares 3,813 $240K 0.03% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares 2,602 $238K 0.03% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 5,000 shares; 2025Q1: 5,245 shares; 2025Q2: 3,614 shares; 2025Q3: 3,342 shares 3,342 $237K 0.03% -272 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,363 shares 1,363 $237K 0.03% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,067 shares 7,067 $235K 0.03% new Timeline TELFY TELEFONICA SA ADS(RP 1 SH CAPI More: the full row for TELEFONICA SA ADS(RP 1 SH CAPI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,817 shares; 2024Q4: 75,674 shares; 2025Q1: 53,749 shares; 2025Q2: 51,092 shares; 2025Q3: 46,109 shares 46,109 $234K 0.03% -4,983 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,761 shares 2,761 $233K 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,655 shares; 2025Q1: 3,114 shares; 2025Q2: 2,416 shares; 2025Q3: 1,906 shares 1,906 $231K 0.03% -510 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares 1,378 $231K 0.03% new 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: 1,008 shares; 2024Q4: 1,137 shares; 2025Q1: 1,139 shares; 2025Q2: 931 shares; 2025Q3: 791 shares 791 $228K 0.03% -140 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: 9,823 shares; 2024Q4: 9,823 shares; 2025Q1: 4,284 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares 4,175 $225K 0.03% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,904 shares 1,904 $224K 0.03% new 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: 5,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares 2,175 $224K 0.03% new Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,499 shares; 2024Q4: 19,788 shares; 2025Q1: 20,388 shares; 2025Q2: 16,858 shares; 2025Q3: 15,812 shares 15,812 $224K 0.03% -1,046 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares 233 $222K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares 1,860 $222K 0.03% new Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,749 shares 5,749 $222K 0.03% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 667 shares 667 $222K 0.03% -239 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares 1,331 $221K 0.03% new 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: 15,313 shares; 2024Q4: 15,313 shares; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 3,091 shares 3,091 $221K 0.03% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,639 shares; 2025Q3: 2,647 shares 2,647 $220K 0.03% +8 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares 3,018 $220K 0.03% new Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 3,049 shares; 2025Q1: 3,036 shares; 2025Q2: 3,150 shares; 2025Q3: 1,961 shares 1,961 $219K 0.03% -1,189 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares 3,649 $219K 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 754 shares 754 $216K 0.03% -274 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: 1,365 shares; 2024Q4: 1,589 shares; 2025Q1: 1,974 shares; 2025Q2: 1,689 shares; 2025Q3: 1,008 shares 1,008 $216K 0.03% -681 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: not reported; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 693 shares 693 $214K 0.03% +1 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 479 shares; 2025Q1: 393 shares; 2025Q2: not reported; 2025Q3: 289 shares 289 $213K 0.03% new Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares 2,540 $213K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,573 shares 2,573 $212K 0.03% new 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: 4,161 shares; 2024Q4: 4,930 shares; 2025Q1: 3,998 shares; 2025Q2: not reported; 2025Q3: 2,597 shares 2,597 $212K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares 1,259 $210K 0.03% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares 3,412 $210K 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,371 shares; 2025Q1: 2,168 shares; 2025Q2: 2,476 shares; 2025Q3: 1,700 shares 1,700 $208K 0.03% -776 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares 1,027 $206K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares 48 $206K 0.03% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares 478 $204K 0.03% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 10,119 shares; 2025Q1: 9,554 shares; 2025Q2: not reported; 2025Q3: 7,405 shares 7,405 $202K 0.03% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 4,777 shares; 2025Q1: 4,060 shares; 2025Q2: 3,392 shares; 2025Q3: 3,381 shares 3,381 $200K 0.03% -11 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,008 shares; 2025Q3: 10,143 shares 10,143 $165K 0.02% -1,865 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,116 shares; 2024Q4: 15,075 shares; 2025Q1: 14,479 shares; 2025Q2: 22,006 shares; 2025Q3: 22,124 shares 22,124 $148K 0.02% +118 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,388 shares; 2024Q4: 39,479 shares; 2025Q1: 42,721 shares; 2025Q2: 23,545 shares; 2025Q3: 30,600 shares 30,600 $147K 0.02% +7,055 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,154 shares; 2025Q2: 10,465 shares; 2025Q3: 10,762 shares 10,762 $138K 0.02% +297 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,569 shares; 2025Q3: 58,933 shares 58,933 $97.8K 0.01% +39,364 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,983 shares 10,983 $89.8K 0.01% new Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 16,459 shares; 2025Q1: 17,101 shares; 2025Q2: 13,705 shares; 2025Q3: 16,351 shares 16,351 $74.4K 0.01% +2,646 Timeline LRMR LARIMAR THERAPEUTICS INC More: the full row for LARIMAR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,828 shares 18,828 $60.8K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,275 shares; 2024Q4: 22,984 shares; 2025Q1: 24,140 shares; 2025Q2: 20,801 shares; 2025Q3: 10,697 shares 10,697 $54.2K 0.01% -10,104 Timeline