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: not reported; 2024Q4: 241,958 shares; 2025Q1: 245,863 shares; 2025Q2: 317,157 shares; 2025Q3: 314,187 shares 314,187 $192M 8.84% -2,970 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: 2,577,697 shares; 2024Q4: 2,466,167 shares; 2025Q1: 2,292,918 shares; 2025Q2: 1,883,544 shares; 2025Q3: 1,879,299 shares 1,879,299 $137M 6.29% -4,245 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: 120,975 shares; 2024Q4: 129,455 shares; 2025Q1: 129,538 shares; 2025Q2: 132,078 shares; 2025Q3: 132,010 shares 132,010 $68.4M 3.14% -68 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: 130,610 shares; 2024Q4: 130,428 shares; 2025Q1: 177,092 shares; 2025Q2: 169,038 shares; 2025Q3: 159,884 shares 159,884 $68.1M 3.13% -9,154 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: not reported; 2024Q4: 389,349 shares; 2025Q1: 383,166 shares; 2025Q2: 333,977 shares; 2025Q3: 337,419 shares 337,419 $62.9M 2.89% +3,442 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: 264,098 shares; 2024Q4: 256,509 shares; 2025Q1: 267,945 shares; 2025Q2: 257,154 shares; 2025Q3: 254,154 shares 254,154 $61.8M 2.84% -3,000 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: 218,913 shares; 2024Q4: 221,022 shares; 2025Q1: 202,085 shares; 2025Q2: 187,514 shares; 2025Q3: 189,433 shares 189,433 $48.2M 2.22% +1,919 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,963 shares; 2024Q4: 249,848 shares; 2025Q1: 246,622 shares; 2025Q2: 325,949 shares; 2025Q3: 315,678 shares 315,678 $46.9M 2.16% -10,271 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,013 shares; 2024Q4: 418,823 shares; 2025Q1: 416,585 shares; 2025Q2: 551,873 shares; 2025Q3: 559,503 shares 559,503 $46.2M 2.12% +7,630 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER 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: 1,834,347 shares; 2025Q1: 2,137,121 shares; 2025Q2: 2,253,341 shares; 2025Q3: 2,061,715 shares 2,061,715 $46.2M 2.12% -191,626 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: 167,162 shares; 2024Q4: 167,033 shares; 2025Q1: 159,035 shares; 2025Q2: 166,646 shares; 2025Q3: 168,894 shares 168,894 $41.1M 1.89% +2,248 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: 121,266 shares; 2024Q4: 139,646 shares; 2025Q1: 136,316 shares; 2025Q2: 151,608 shares; 2025Q3: 157,331 shares 157,331 $34.5M 1.59% +5,723 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,290 shares; 2025Q1: 21,361 shares; 2025Q2: 44,638 shares; 2025Q3: 44,585 shares 44,585 $29.7M 1.37% -53 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 403,939 shares; 2025Q1: 394,139 shares; 2025Q2: 333,668 shares; 2025Q3: 325,368 shares 325,368 $29.1M 1.34% -8,300 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: 19,289 shares; 2024Q4: 35,665 shares; 2025Q1: 62,209 shares; 2025Q2: 101,648 shares; 2025Q3: 92,262 shares 92,262 $25.9M 1.19% -9,386 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: 66,899 shares; 2024Q4: 66,799 shares; 2025Q1: 71,862 shares; 2025Q2: 74,750 shares; 2025Q3: 74,020 shares 74,020 $25.3M 1.16% -730 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,059 shares; 2024Q4: 169,477 shares; 2025Q1: 157,896 shares; 2025Q2: 144,157 shares; 2025Q3: 139,742 shares 139,742 $25M 1.15% -4,415 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: 147,950 shares; 2024Q4: 148,673 shares; 2025Q1: 138,491 shares; 2025Q2: 121,621 shares; 2025Q3: 131,992 shares 131,992 $24.6M 1.13% +10,371 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,594 shares; 2025Q1: 131,404 shares; 2025Q2: 177,192 shares; 2025Q3: 177,361 shares 177,361 $24.5M 1.13% +169 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,993 shares; 2024Q4: 28,106 shares; 2025Q1: 28,155 shares; 2025Q2: 27,106 shares; 2025Q3: 39,578 shares 39,578 $23.8M 1.09% +12,472 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 22,067 shares; 2025Q1: 236,593 shares; 2025Q2: 218,204 shares; 2025Q3: 216,328 shares 216,328 $22.4M 1.03% -1,876 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,957 shares; 2024Q4: 83,640 shares; 2025Q1: 83,144 shares; 2025Q2: 90,845 shares; 2025Q3: 89,824 shares 89,824 $22.1M 1.01% -1,021 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,354 shares; 2024Q4: 115,737 shares; 2025Q1: 119,097 shares; 2025Q2: 117,131 shares; 2025Q3: 115,845 shares 115,845 $22M 1.01% -1,286 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: 87,787 shares; 2024Q4: 80,165 shares; 2025Q1: 74,783 shares; 2025Q2: 77,427 shares; 2025Q3: 76,428 shares 76,428 $21.9M 1.01% -999 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: 283,299 shares; 2024Q4: 250,379 shares; 2025Q1: 236,224 shares; 2025Q2: 238,188 shares; 2025Q3: 223,312 shares 223,312 $21.5M 0.99% -14,876 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: 37,923 shares; 2024Q4: 38,029 shares; 2025Q1: 37,280 shares; 2025Q2: 37,541 shares; 2025Q3: 36,894 shares 36,894 $21M 0.96% -647 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: 38,349 shares; 2024Q4: 38,872 shares; 2025Q1: 49,369 shares; 2025Q2: 58,944 shares; 2025Q3: 58,594 shares 58,594 $19.3M 0.89% -350 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052,897 shares; 2025Q1: 1,015,217 shares; 2025Q2: 904,156 shares; 2025Q3: 691,136 shares 691,136 $18.9M 0.87% -213,020 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: 17,045 shares; 2024Q4: 17,831 shares; 2025Q1: 23,538 shares; 2025Q2: 24,648 shares; 2025Q3: 25,628 shares 25,628 $18.8M 0.87% +980 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: 62,963 shares; 2024Q4: 61,382 shares; 2025Q1: 57,839 shares; 2025Q2: 56,165 shares; 2025Q3: 56,214 shares 56,214 $18.7M 0.86% +49 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: 58,568 shares; 2024Q4: 59,893 shares; 2025Q1: 60,205 shares; 2025Q2: 58,209 shares; 2025Q3: 57,909 shares 57,909 $18.3M 0.84% -300 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: not reported; 2024Q4: 223,102 shares; 2025Q1: 229,680 shares; 2025Q2: 248,613 shares; 2025Q3: 248,301 shares 248,301 $16.2M 0.74% -312 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: 5,297 shares; 2024Q4: 5,033 shares; 2025Q1: 10,279 shares; 2025Q2: 15,520 shares; 2025Q3: 16,105 shares 16,105 $15.6M 0.72% +585 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 16,997 shares; 2025Q1: 51,029 shares; 2025Q2: 45,899 shares; 2025Q3: 44,041 shares 44,041 $15.4M 0.71% -1,858 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: 289,802 shares; 2024Q4: 286,609 shares; 2025Q1: 304,405 shares; 2025Q2: 302,138 shares; 2025Q3: 285,505 shares 285,505 $14.7M 0.68% -16,633 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,582 shares; 2024Q4: 193,127 shares; 2025Q1: 206,008 shares; 2025Q2: 207,975 shares; 2025Q3: 211,047 shares 211,047 $13.9M 0.64% +3,072 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: 223,746 shares; 2024Q4: 199,653 shares; 2025Q1: 182,782 shares; 2025Q2: 165,134 shares; 2025Q3: 140,308 shares 140,308 $12.8M 0.59% -24,826 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: 28,779 shares; 2024Q4: 29,744 shares; 2025Q1: 29,583 shares; 2025Q2: 28,996 shares; 2025Q3: 30,391 shares 30,391 $12.3M 0.57% +1,395 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 11,590 shares; 2025Q1: 13,850 shares; 2025Q2: 46,819 shares; 2025Q3: 35,445 shares 35,445 $12.2M 0.56% -11,374 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,344 shares; 2024Q4: 139,877 shares; 2025Q1: 130,277 shares; 2025Q2: 131,262 shares; 2025Q3: 132,675 shares 132,675 $11.2M 0.52% +1,413 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: 24,957 shares; 2024Q4: 21,089 shares; 2025Q1: 21,207 shares; 2025Q2: 22,959 shares; 2025Q3: 22,213 shares 22,213 $10.8M 0.5% -746 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,590 shares; 2024Q4: 35,314 shares; 2025Q1: 35,127 shares; 2025Q2: 35,584 shares; 2025Q3: 38,408 shares 38,408 $10.7M 0.49% +2,824 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: 11,574 shares; 2024Q4: 12,869 shares; 2025Q1: 13,214 shares; 2025Q2: 13,249 shares; 2025Q3: 13,140 shares 13,140 $10.5M 0.48% -109 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: 77,959 shares; 2024Q4: 72,543 shares; 2025Q1: 59,290 shares; 2025Q2: 43,384 shares; 2025Q3: 36,040 shares 36,040 $10.4M 0.48% -7,344 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: not reported; 2024Q4: 122,116 shares; 2025Q1: 128,447 shares; 2025Q2: 86,157 shares; 2025Q3: 86,132 shares 86,132 $10.2M 0.47% -25 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: 56,743 shares; 2024Q4: 56,326 shares; 2025Q1: 55,075 shares; 2025Q2: 52,660 shares; 2025Q3: 54,581 shares 54,581 $10.1M 0.47% +1,921 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,061 shares; 2024Q4: 131,570 shares; 2025Q1: 133,073 shares; 2025Q2: 149,997 shares; 2025Q3: 188,328 shares 188,328 $9.99M 0.46% +38,331 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,446 shares 88,446 $9.28M 0.43% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,545 shares; 2024Q4: 102,084 shares; 2025Q1: 98,457 shares; 2025Q2: 111,880 shares; 2025Q3: 109,028 shares 109,028 $9.2M 0.42% -2,852 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: 92,395 shares; 2024Q4: 86,308 shares; 2025Q1: 85,543 shares; 2025Q2: 82,829 shares; 2025Q3: 81,380 shares 81,380 $9.18M 0.42% -1,449 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: 45,267 shares; 2024Q4: 36,664 shares; 2025Q1: 37,157 shares; 2025Q2: 51,761 shares; 2025Q3: 38,643 shares 38,643 $9.16M 0.42% -13,118 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,345 shares; 2024Q4: 95,329 shares; 2025Q1: 95,121 shares; 2025Q2: 135,718 shares; 2025Q3: 130,906 shares 130,906 $8.68M 0.4% -4,812 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,437 shares; 2025Q1: 5,887 shares; 2025Q2: 6,371 shares; 2025Q3: 6,399 shares 6,399 $8.43M 0.39% +28 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: 34,226 shares; 2024Q4: 34,823 shares; 2025Q1: 35,746 shares; 2025Q2: 35,939 shares; 2025Q3: 35,972 shares 35,972 $8.33M 0.38% +33 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: 15,271 shares; 2024Q4: 15,271 shares; 2025Q1: 14,842 shares; 2025Q2: 14,575 shares; 2025Q3: 16,613 shares 16,613 $7.93M 0.36% +2,038 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,279 shares; 2024Q4: 78,334 shares; 2025Q1: 78,661 shares; 2025Q2: 79,447 shares; 2025Q3: 79,385 shares 79,385 $7.4M 0.34% -62 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,362 shares; 2025Q1: 1,406 shares; 2025Q2: 3,144 shares; 2025Q3: 3,154 shares 3,154 $7.37M 0.34% +10 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: 62,278 shares; 2024Q4: 67,528 shares; 2025Q1: 67,012 shares; 2025Q2: 66,712 shares; 2025Q3: 71,512 shares 71,512 $7.37M 0.34% +4,800 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,801 shares; 2025Q1: 20,711 shares; 2025Q2: 21,907 shares; 2025Q3: 22,305 shares 22,305 $7.32M 0.34% +398 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: 19,006 shares; 2024Q4: 19,006 shares; 2025Q1: 18,717 shares; 2025Q2: 149,072 shares; 2025Q3: 146,596 shares 146,596 $7.19M 0.33% -2,476 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 12,734 shares; 2025Q1: 12,812 shares; 2025Q2: 42,343 shares; 2025Q3: 43,499 shares 43,499 $7.06M 0.32% +1,156 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 10,142 shares; 2025Q1: 10,531 shares; 2025Q2: 15,413 shares; 2025Q3: 15,671 shares 15,671 $6.97M 0.32% +258 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: not reported; 2024Q4: 9,495 shares; 2025Q1: 11,689 shares; 2025Q2: 10,529 shares; 2025Q3: 14,823 shares 14,823 $6.94M 0.32% +4,294 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,647 shares; 2025Q1: 18,313 shares; 2025Q2: 53,896 shares; 2025Q3: 81,196 shares 81,196 $6.75M 0.31% +27,300 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: 22,173 shares; 2024Q4: 22,917 shares; 2025Q1: 22,619 shares; 2025Q2: 22,062 shares; 2025Q3: 22,019 shares 22,019 $6.46M 0.3% -43 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: not reported; 2024Q4: 30,417 shares; 2025Q1: 30,417 shares; 2025Q2: 31,051 shares; 2025Q3: 30,874 shares 30,874 $6.38M 0.29% -177 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: 20,677 shares; 2024Q4: 39,645 shares; 2025Q1: 47,864 shares; 2025Q2: 66,878 shares; 2025Q3: 65,075 shares 65,075 $6.2M 0.28% -1,803 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: 8,540 shares; 2024Q4: 8,557 shares; 2025Q1: 8,423 shares; 2025Q2: 8,311 shares; 2025Q3: 8,002 shares 8,002 $6.11M 0.28% -309 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,726 shares; 2024Q4: 36,047 shares; 2025Q1: 36,030 shares; 2025Q2: 35,923 shares; 2025Q3: 38,254 shares 38,254 $5.94M 0.27% +2,331 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: 9,496 shares; 2024Q4: 9,325 shares; 2025Q1: 8,197 shares; 2025Q2: 8,436 shares; 2025Q3: 8,282 shares 8,282 $5.78M 0.27% -154 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: 17,035 shares; 2024Q4: 16,343 shares; 2025Q1: 11,483 shares; 2025Q2: 55,338 shares; 2025Q3: 68,254 shares 68,254 $5.74M 0.26% +12,916 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: 24,522 shares; 2024Q4: 24,542 shares; 2025Q1: 24,428 shares; 2025Q2: 24,244 shares; 2025Q3: 24,119 shares 24,119 $5.7M 0.26% -125 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,146 shares; 2024Q4: 37,514 shares; 2025Q1: 32,327 shares; 2025Q2: 36,635 shares; 2025Q3: 35,925 shares 35,925 $5.66M 0.26% -710 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: 34,374 shares; 2024Q4: 30,533 shares; 2025Q1: 30,360 shares; 2025Q2: 30,515 shares; 2025Q3: 33,446 shares 33,446 $5.63M 0.26% +2,931 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: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 10,989 shares; 2025Q2: 10,929 shares; 2025Q3: 11,151 shares 11,151 $5.47M 0.25% +222 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: 97,222 shares; 2024Q4: 91,471 shares; 2025Q1: 83,973 shares; 2025Q2: 79,411 shares; 2025Q3: 118,261 shares 118,261 $5.41M 0.25% +38,850 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: not reported; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,914 shares; 2025Q3: 11,254 shares 11,254 $5.4M 0.25% +2,340 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 7 shares 7 $5.28M 0.24% -1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 19,904 shares; 2025Q1: 20,372 shares; 2025Q2: 17,363 shares; 2025Q3: 17,352 shares 17,352 $5.27M 0.24% -11 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,133 shares; 2024Q4: 28,198 shares; 2025Q1: 26,452 shares; 2025Q2: 23,966 shares; 2025Q3: 24,368 shares 24,368 $5.26M 0.24% +402 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,977 shares; 2024Q4: 22,863 shares; 2025Q1: 21,895 shares; 2025Q2: 17,145 shares; 2025Q3: 17,032 shares 17,032 $5.12M 0.24% -113 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,132 shares; 2024Q4: 18,876 shares; 2025Q1: 17,545 shares; 2025Q2: 16,472 shares; 2025Q3: 16,544 shares 16,544 $5.09M 0.23% +72 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 4,998 shares; 2025Q1: 5,046 shares; 2025Q2: 8,051 shares; 2025Q3: 29,026 shares 29,026 $5.01M 0.23% +20,975 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: 4,959 shares; 2024Q4: 4,855 shares; 2025Q1: 5,388 shares; 2025Q2: 5,368 shares; 2025Q3: 5,340 shares 5,340 $4.91M 0.23% -28 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 31,252 shares; 2025Q3: 30,733 shares 30,733 $4.91M 0.23% -519 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,174 shares; 2025Q1: 14,732 shares; 2025Q2: 20,764 shares; 2025Q3: 34,347 shares 34,347 $4.89M 0.22% +13,583 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: 943 shares; 2024Q4: 18,482 shares; 2025Q1: 18,049 shares; 2025Q2: 18,472 shares; 2025Q3: 18,245 shares 18,245 $4.88M 0.22% -227 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: 40,099 shares; 2024Q4: 39,916 shares; 2025Q1: 38,516 shares; 2025Q2: 31,599 shares; 2025Q3: 31,669 shares 31,669 $4.87M 0.22% +70 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,807 shares; 2025Q1: 149,936 shares; 2025Q2: 248,108 shares; 2025Q3: 239,985 shares 239,985 $4.83M 0.22% -8,123 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223,881 shares; 2025Q2: 223,881 shares; 2025Q3: 223,881 shares 223,881 $4.69M 0.22% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,419 shares; 2024Q4: 41,084 shares; 2025Q1: 42,034 shares; 2025Q2: 41,476 shares; 2025Q3: 41,475 shares 41,475 $4.64M 0.21% -1 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: 13,036 shares; 2024Q4: 13,036 shares; 2025Q1: 10,548 shares; 2025Q2: 9,410 shares; 2025Q3: 9,410 shares 9,410 $4.62M 0.21% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,307 shares; 2024Q4: 249,403 shares; 2025Q1: 235,864 shares; 2025Q2: 212,972 shares; 2025Q3: 209,822 shares 209,822 $4.61M 0.21% -3,150 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,639 shares; 2024Q4: 44,077 shares; 2025Q1: 58,974 shares; 2025Q2: 58,022 shares; 2025Q3: 57,471 shares 57,471 $4.34M 0.2% -551 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: not reported; 2024Q4: 20,836 shares; 2025Q1: 18,099 shares; 2025Q2: 17,769 shares; 2025Q3: 17,872 shares 17,872 $4.32M 0.2% +103 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: 58,610 shares; 2024Q4: 56,303 shares; 2025Q1: 53,982 shares; 2025Q2: 52,406 shares; 2025Q3: 51,435 shares 51,435 $4.32M 0.2% -971 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: 60,753 shares; 2024Q4: 62,153 shares; 2025Q1: 60,685 shares; 2025Q2: 61,639 shares; 2025Q3: 62,438 shares 62,438 $4.27M 0.2% +799 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: not reported; 2024Q4: 19,029 shares; 2025Q1: 20,779 shares; 2025Q2: 20,779 shares; 2025Q3: 20,933 shares 20,933 $4.26M 0.2% +154 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: 65,888 shares; 2024Q4: 73,042 shares; 2025Q1: 75,273 shares; 2025Q2: 68,588 shares; 2025Q3: 53,513 shares 53,513 $4.16M 0.19% -15,075 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: not reported; 2024Q4: 8,248 shares; 2025Q1: 6,301 shares; 2025Q2: 6,183 shares; 2025Q3: 6,171 shares 6,171 $4.13M 0.19% -12 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: 32,151 shares; 2024Q4: 31,898 shares; 2025Q1: 30,180 shares; 2025Q2: 29,208 shares; 2025Q3: 29,058 shares 29,058 $4.08M 0.19% -150 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,483 shares; 2024Q4: 31,880 shares; 2025Q1: 38,742 shares; 2025Q2: 40,093 shares; 2025Q3: 40,192 shares 40,192 $4.08M 0.19% +99 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: 1,119 shares; 2024Q4: 1,108 shares; 2025Q1: 3,051 shares; 2025Q2: 3,664 shares; 2025Q3: 3,688 shares 3,688 $3.98M 0.18% +24 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: 4,188 shares; 2025Q3: 4,151 shares 4,151 $3.96M 0.18% -37 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,457 shares; 2024Q4: 21,680 shares; 2025Q1: 20,764 shares; 2025Q2: 20,821 shares; 2025Q3: 23,377 shares 23,377 $3.91M 0.18% +2,556 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: 125,946 shares; 2024Q4: 123,701 shares; 2025Q1: 121,950 shares; 2025Q2: 120,136 shares; 2025Q3: 118,393 shares 118,393 $3.81M 0.18% -1,743 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: 11,049 shares; 2024Q4: 12,731 shares; 2025Q1: 12,453 shares; 2025Q2: 12,835 shares; 2025Q3: 14,826 shares 14,826 $3.73M 0.17% +1,991 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: 4,237 shares; 2024Q4: 4,237 shares; 2025Q1: 4,139 shares; 2025Q2: 4,043 shares; 2025Q3: 3,994 shares 3,994 $3.7M 0.17% -49 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,492 shares; 2025Q1: 5,492 shares; 2025Q2: 5,434 shares; 2025Q3: 5,357 shares 5,357 $3.66M 0.17% -77 Timeline GDX 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: 57,838 shares; 2024Q4: 57,838 shares; 2025Q1: 57,838 shares; 2025Q2: 48,100 shares; 2025Q3: 47,737 shares 47,737 $3.65M 0.17% -363 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,783 shares 43,783 $3.62M 0.17% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,962 shares; 2025Q1: 48,765 shares; 2025Q2: 50,011 shares; 2025Q3: 48,414 shares 48,414 $3.61M 0.17% -1,597 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,813 shares; 2025Q1: 15,960 shares; 2025Q2: 15,960 shares; 2025Q3: 15,960 shares 15,960 $3.44M 0.16% 0 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: 26,296 shares; 2024Q4: 26,296 shares; 2025Q1: 26,296 shares; 2025Q2: 26,296 shares; 2025Q3: 26,296 shares 26,296 $3.43M 0.16% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,215 shares; 2025Q2: 10,767 shares; 2025Q3: 10,866 shares 10,866 $3.4M 0.16% +99 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: 2,950 shares; 2025Q1: 2,910 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares 2,896 $3.38M 0.16% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,193 shares; 2024Q4: 24,705 shares; 2025Q1: 24,979 shares; 2025Q2: 23,004 shares; 2025Q3: 22,534 shares 22,534 $3.3M 0.15% -470 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,492 shares; 2024Q4: 27,492 shares; 2025Q1: 27,684 shares; 2025Q2: 34,527 shares; 2025Q3: 34,609 shares 34,609 $3.28M 0.15% +82 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,667 shares; 2024Q4: 36,026 shares; 2025Q1: 35,636 shares; 2025Q2: 36,652 shares; 2025Q3: 35,827 shares 35,827 $3.25M 0.15% -825 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: 25,740 shares; 2024Q4: 25,487 shares; 2025Q1: 25,439 shares; 2025Q2: 25,068 shares; 2025Q3: 23,924 shares 23,924 $3.2M 0.15% -1,144 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,497 shares; 2024Q4: 28,834 shares; 2025Q1: 26,166 shares; 2025Q2: 25,368 shares; 2025Q3: 24,463 shares 24,463 $3.18M 0.15% -905 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,920 shares; 2025Q1: 6,926 shares; 2025Q2: 6,700 shares; 2025Q3: 6,569 shares 6,569 $3.12M 0.14% -131 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,835 shares; 2024Q4: 25,319 shares; 2025Q1: 25,234 shares; 2025Q2: 24,918 shares; 2025Q3: 25,203 shares 25,203 $3.12M 0.14% +285 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,469 shares; 2025Q1: 22,255 shares; 2025Q2: 21,951 shares; 2025Q3: 22,127 shares 22,127 $3.09M 0.14% +176 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,577 shares; 2024Q4: 75,213 shares; 2025Q1: 74,149 shares; 2025Q2: 75,285 shares; 2025Q3: 74,168 shares 74,168 $3.04M 0.14% -1,117 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,844 shares 12,844 $3.03M 0.14% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,840 shares; 2024Q4: 27,955 shares; 2025Q1: 26,326 shares; 2025Q2: 25,894 shares; 2025Q3: 24,686 shares 24,686 $3.01M 0.14% -1,208 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,837 shares; 2024Q4: 25,329 shares; 2025Q1: 25,008 shares; 2025Q2: 21,221 shares; 2025Q3: 21,932 shares 21,932 $2.98M 0.14% +711 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: 12,894 shares; 2024Q4: 12,774 shares; 2025Q1: 13,158 shares; 2025Q2: 11,244 shares; 2025Q3: 11,244 shares 11,244 $2.94M 0.13% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,655 shares; 2024Q4: 186,536 shares; 2025Q1: 180,562 shares; 2025Q2: 182,657 shares; 2025Q3: 179,540 shares 179,540 $2.87M 0.13% -3,117 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 14,664 shares; 2025Q1: 14,185 shares; 2025Q2: 13,581 shares; 2025Q3: 13,559 shares 13,559 $2.85M 0.13% -22 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: 998 shares; 2024Q4: 1,124 shares; 2025Q1: 7,410 shares; 2025Q2: 9,714 shares; 2025Q3: 9,893 shares 9,893 $2.79M 0.13% +179 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,646 shares; 2025Q1: 22,998 shares; 2025Q2: 33,695 shares; 2025Q3: 33,028 shares 33,028 $2.77M 0.13% -667 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: 56,986 shares; 2024Q4: 56,044 shares; 2025Q1: 55,399 shares; 2025Q2: 35,909 shares; 2025Q3: 35,105 shares 35,105 $2.69M 0.12% -804 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,528 shares; 2024Q4: 88,961 shares; 2025Q1: 87,999 shares; 2025Q2: 90,329 shares; 2025Q3: 88,601 shares 88,601 $2.68M 0.12% -1,728 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: 84,970 shares; 2024Q4: 82,631 shares; 2025Q1: 67,127 shares; 2025Q2: 49,085 shares; 2025Q3: 48,103 shares 48,103 $2.67M 0.12% -982 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,677 shares; 2024Q4: 169,809 shares; 2025Q1: 162,684 shares; 2025Q2: 118,155 shares; 2025Q3: 74,751 shares 74,751 $2.65M 0.12% -43,404 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: 34,364 shares; 2024Q4: 40,572 shares; 2025Q1: 46,309 shares; 2025Q2: 45,138 shares; 2025Q3: 32,146 shares 32,146 $2.65M 0.12% -12,992 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,686 shares; 2025Q3: 5,679 shares 5,679 $2.63M 0.12% -7 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,676 shares; 2024Q4: 9,992 shares; 2025Q1: 9,881 shares; 2025Q2: 5,495 shares; 2025Q3: 5,383 shares 5,383 $2.61M 0.12% -112 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: 1,760 shares; 2024Q4: 2,061 shares; 2025Q1: 6,452 shares; 2025Q2: 7,943 shares; 2025Q3: 8,011 shares 8,011 $2.59M 0.12% +68 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: 16,378 shares; 2024Q4: 15,742 shares; 2025Q1: 15,159 shares; 2025Q2: 15,041 shares; 2025Q3: 15,041 shares 15,041 $2.5M 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,240 shares; 2025Q3: 13,140 shares 13,140 $2.5M 0.11% +5,900 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,551 shares; 2025Q1: 8,051 shares; 2025Q2: 8,051 shares; 2025Q3: 23,762 shares 23,762 $2.37M 0.11% +15,711 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: 10,684 shares; 2024Q4: 7,177 shares; 2025Q1: 7,679 shares; 2025Q2: 7,793 shares; 2025Q3: 6,521 shares 6,521 $2.33M 0.11% -1,272 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: 7,190 shares; 2024Q4: 8,322 shares; 2025Q1: 8,865 shares; 2025Q2: 10,946 shares; 2025Q3: 12,074 shares 12,074 $2.26M 0.1% +1,128 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: 10,191 shares; 2025Q2: 15,504 shares; 2025Q3: 17,446 shares 17,446 $2.25M 0.1% +1,942 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 3,670 shares; 2025Q2: 3,670 shares; 2025Q3: 3,670 shares 3,670 $2.24M 0.1% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 9,159 shares; 2025Q1: 8,961 shares; 2025Q2: 9,358 shares; 2025Q3: 9,338 shares 9,338 $2.2M 0.1% -20 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: 24,338 shares; 2024Q4: 24,126 shares; 2025Q1: 21,097 shares; 2025Q2: 18,528 shares; 2025Q3: 18,528 shares 18,528 $2.19M 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,572 shares; 2024Q4: 34,406 shares; 2025Q1: 26,071 shares; 2025Q2: 26,869 shares; 2025Q3: 25,298 shares 25,298 $2.14M 0.1% -1,571 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,918 shares; 2025Q1: 4,957 shares; 2025Q2: 7,177 shares; 2025Q3: 7,173 shares 7,173 $2.14M 0.1% -4 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,225 shares; 2024Q4: 43,555 shares; 2025Q1: 47,570 shares; 2025Q2: 55,035 shares; 2025Q3: 43,243 shares 43,243 $2.08M 0.1% -11,792 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 11,907 shares; 2025Q1: 11,792 shares; 2025Q2: 12,068 shares; 2025Q3: 11,843 shares 11,843 $2.08M 0.1% -225 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: 8,338 shares; 2024Q4: 8,266 shares; 2025Q1: 8,266 shares; 2025Q2: 7,138 shares; 2025Q3: 7,102 shares 7,102 $2M 0.09% -36 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,491 shares; 2024Q4: 27,178 shares; 2025Q1: 26,504 shares; 2025Q2: 22,127 shares; 2025Q3: 22,144 shares 22,144 $1.99M 0.09% +17 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: 17,604 shares; 2024Q4: 17,180 shares; 2025Q1: 17,445 shares; 2025Q2: 17,153 shares; 2025Q3: 17,153 shares 17,153 $1.9M 0.09% 0 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 10,566 shares; 2025Q1: 10,427 shares; 2025Q2: 9,800 shares; 2025Q3: 9,677 shares 9,677 $1.87M 0.09% -123 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: 8,643 shares; 2024Q4: 8,542 shares; 2025Q1: 8,450 shares; 2025Q2: 8,188 shares; 2025Q3: 7,553 shares 7,553 $1.86M 0.09% -635 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,654 shares; 2025Q2: 1,644 shares; 2025Q3: 1,546 shares 1,546 $1.85M 0.09% -98 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 7,096 shares; 2025Q1: 9,895 shares; 2025Q2: 15,727 shares; 2025Q3: 15,662 shares 15,662 $1.85M 0.08% -65 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: 5,442 shares; 2024Q4: 5,442 shares; 2025Q1: 5,295 shares; 2025Q2: 5,295 shares; 2025Q3: 5,289 shares 5,289 $1.83M 0.08% -6 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,025 shares; 2024Q4: 41,025 shares; 2025Q1: 40,025 shares; 2025Q2: 40,025 shares; 2025Q3: 40,025 shares 40,025 $1.8M 0.08% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,198 shares; 2024Q4: 63,127 shares; 2025Q1: 58,832 shares; 2025Q2: 56,382 shares; 2025Q3: 55,542 shares 55,542 $1.78M 0.08% -840 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,033 shares; 2025Q1: not reported; 2025Q2: 7,660 shares; 2025Q3: 7,650 shares 7,650 $1.74M 0.08% -10 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 15,505 shares; 2025Q1: 15,244 shares; 2025Q2: 15,099 shares; 2025Q3: 15,399 shares 15,399 $1.73M 0.08% +300 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: 20,325 shares; 2024Q4: 20,676 shares; 2025Q1: 20,870 shares; 2025Q2: 33,500 shares; 2025Q3: 50,067 shares 50,067 $1.72M 0.08% +16,567 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,831 shares 12,831 $1.71M 0.08% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,816 shares; 2025Q1: 4,769 shares; 2025Q2: 5,168 shares; 2025Q3: 5,169 shares 5,169 $1.65M 0.08% +1 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: 70,180 shares; 2024Q4: 69,955 shares; 2025Q1: 63,019 shares; 2025Q2: 61,019 shares; 2025Q3: 60,959 shares 60,959 $1.61M 0.07% -60 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,497 shares; 2025Q1: 5,690 shares; 2025Q2: 5,690 shares; 2025Q3: 5,690 shares 5,690 $1.59M 0.07% 0 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: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,408 shares; 2025Q2: 1,402 shares; 2025Q3: 5,805 shares 5,805 $1.59M 0.07% +4,403 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: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,328 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares 4,317 $1.58M 0.07% 0 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: 20,781 shares; 2024Q4: 4,797 shares; 2025Q1: 4,841 shares; 2025Q2: 4,991 shares; 2025Q3: 5,473 shares 5,473 $1.54M 0.07% +482 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: 43,328 shares; 2024Q4: 33,715 shares; 2025Q1: 33,641 shares; 2025Q2: 33,289 shares; 2025Q3: 35,063 shares 35,063 $1.54M 0.07% +1,774 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: not reported; 2024Q4: 16,380 shares; 2025Q1: 16,380 shares; 2025Q2: 16,380 shares; 2025Q3: 16,380 shares 16,380 $1.53M 0.07% 0 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: 6,087 shares; 2024Q4: 5,723 shares; 2025Q1: 5,527 shares; 2025Q2: 5,508 shares; 2025Q3: 5,342 shares 5,342 $1.51M 0.07% -166 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,160 shares; 2024Q4: 9,295 shares; 2025Q1: 9,359 shares; 2025Q2: 14,134 shares; 2025Q3: 18,665 shares 18,665 $1.49M 0.07% +4,531 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,635 shares; 2025Q1: 1,849 shares; 2025Q2: 2,368 shares; 2025Q3: 2,318 shares 2,318 $1.48M 0.07% -50 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares 2,470 $1.47M 0.07% 0 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: 2,659 shares; 2024Q4: 2,515 shares; 2025Q1: 2,394 shares; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares 2,394 $1.47M 0.07% 0 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: 8,435 shares; 2024Q4: 6,593 shares; 2025Q1: 6,657 shares; 2025Q2: 10,677 shares; 2025Q3: 10,653 shares 10,653 $1.46M 0.07% -24 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,945 shares; 2024Q4: 109,560 shares; 2025Q1: 89,000 shares; 2025Q2: 97,125 shares; 2025Q3: 93,960 shares 93,960 $1.45M 0.07% -3,165 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: 8,972 shares; 2024Q4: 10,483 shares; 2025Q1: 10,993 shares; 2025Q2: 9,328 shares; 2025Q3: 12,678 shares 12,678 $1.45M 0.07% +3,350 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,551 shares; 2025Q1: 5,921 shares; 2025Q2: 11,425 shares; 2025Q3: 22,320 shares 22,320 $1.45M 0.07% +10,895 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,875 shares; 2025Q1: 1,876 shares; 2025Q2: 1,872 shares; 2025Q3: 1,872 shares 1,872 $1.45M 0.07% 0 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: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares 3,034 $1.45M 0.07% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 11,389 shares; 2025Q1: 11,389 shares; 2025Q2: 11,331 shares; 2025Q3: 15,331 shares 15,331 $1.44M 0.07% +4,000 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 9,957 shares; 2025Q3: 10,030 shares 10,030 $1.44M 0.07% +73 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,459 shares; 2025Q3: 4,443 shares 4,443 $1.43M 0.07% -16 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: 12,459 shares; 2024Q4: 12,459 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 7,140 shares 7,140 $1.42M 0.07% -5,110 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,527 shares; 2024Q4: 34,103 shares; 2025Q1: 34,285 shares; 2025Q2: 54,895 shares; 2025Q3: 54,701 shares 54,701 $1.38M 0.06% -194 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 17,163 shares; 2025Q1: 17,226 shares; 2025Q2: 16,946 shares; 2025Q3: 16,946 shares 16,946 $1.37M 0.06% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,947 shares; 2025Q1: 6,118 shares; 2025Q2: 6,118 shares; 2025Q3: 6,111 shares 6,111 $1.35M 0.06% -7 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: 5,771 shares; 2024Q4: 5,599 shares; 2025Q1: 5,486 shares; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares 6,320 $1.34M 0.06% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 28,510 shares; 2025Q1: 28,510 shares; 2025Q2: 23,447 shares; 2025Q3: 23,447 shares 23,447 $1.33M 0.06% 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: 5,035 shares; 2024Q4: 6,645 shares; 2025Q1: 6,705 shares; 2025Q2: 10,677 shares; 2025Q3: 10,657 shares 10,657 $1.32M 0.06% -20 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 481 shares; 2025Q1: 553 shares; 2025Q2: 787 shares; 2025Q3: 787 shares 787 $1.32M 0.06% 0 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,875 shares; 2024Q4: 39,245 shares; 2025Q1: 34,968 shares; 2025Q2: 53,150 shares; 2025Q3: 53,065 shares 53,065 $1.31M 0.06% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,478 shares 6,478 $1.31M 0.06% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,483 shares; 2025Q1: 3,436 shares; 2025Q2: 3,322 shares; 2025Q3: 2,689 shares 2,689 $1.3M 0.06% -633 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 2,920 shares; 2025Q1: 3,154 shares; 2025Q2: 2,949 shares; 2025Q3: 2,910 shares 2,910 $1.3M 0.06% -39 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,811 shares; 2024Q4: 42,586 shares; 2025Q1: 42,586 shares; 2025Q2: 42,586 shares; 2025Q3: 37,504 shares 37,504 $1.3M 0.06% -5,082 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,790 shares; 2025Q2: 67,089 shares; 2025Q3: 67,089 shares 67,089 $1.25M 0.06% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 12,140 shares; 2025Q2: 12,040 shares; 2025Q3: 12,040 shares 12,040 $1.25M 0.06% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 299 shares; 2025Q1: 549 shares; 2025Q2: 289 shares; 2025Q3: 289 shares 289 $1.24M 0.06% 0 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: 27,989 shares; 2024Q4: 28,013 shares; 2025Q1: 26,645 shares; 2025Q2: 24,798 shares; 2025Q3: 24,798 shares 24,798 $1.2M 0.06% 0 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: 4,362 shares; 2024Q4: 4,360 shares; 2025Q1: 4,358 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares 4,285 $1.2M 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 11,982 shares; 2025Q1: 12,147 shares; 2025Q2: 11,797 shares; 2025Q3: 11,797 shares 11,797 $1.19M 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,493 shares; 2024Q4: 13,504 shares; 2025Q1: 12,233 shares; 2025Q2: 12,233 shares; 2025Q3: 12,206 shares 12,206 $1.17M 0.05% -27 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,992 shares; 2024Q4: 243,072 shares; 2025Q1: 203,842 shares; 2025Q2: 203,842 shares; 2025Q3: 220,152 shares 220,152 $1.15M 0.05% +16,310 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: 17,139 shares; 2025Q1: 25,856 shares; 2025Q2: 25,336 shares; 2025Q3: 25,336 shares 25,336 $1.13M 0.05% 0 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: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,653 shares; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares 4,170 $1.13M 0.05% 0 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: 15,424 shares; 2024Q4: 15,424 shares; 2025Q1: 43,127 shares; 2025Q2: 28,227 shares; 2025Q3: 20,333 shares 20,333 $1.12M 0.05% -7,894 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 8,614 shares; 2025Q1: 8,614 shares; 2025Q2: 1,534 shares; 2025Q3: 3,393 shares 3,393 $1.12M 0.05% +1,859 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,595 shares; 2024Q4: 11,794 shares; 2025Q1: 11,794 shares; 2025Q2: 11,641 shares; 2025Q3: 11,614 shares 11,614 $1.1M 0.05% -27 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: 8,437 shares; 2024Q4: 5,237 shares; 2025Q1: 5,229 shares; 2025Q2: 5,506 shares; 2025Q3: 3,092 shares 3,092 $1.09M 0.05% -2,414 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 9,066 shares; 2025Q1: 9,203 shares; 2025Q2: 9,073 shares; 2025Q3: 8,684 shares 8,684 $1.08M 0.05% -389 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,837 shares; 2025Q3: 18,962 shares 18,962 $1.08M 0.05% +125 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: 4,654 shares; 2025Q2: 6,330 shares; 2025Q3: 3,712 shares 3,712 $1.07M 0.05% -2,618 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: 10,709 shares; 2024Q4: 10,709 shares; 2025Q1: 9,714 shares; 2025Q2: 9,497 shares; 2025Q3: 9,497 shares 9,497 $1.06M 0.05% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,842 shares; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares 3,471 $1.06M 0.05% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 8,133 shares; 2025Q2: 13,013 shares; 2025Q3: 16,145 shares 16,145 $1.05M 0.05% +3,132 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,386 shares; 2025Q1: 32,386 shares; 2025Q2: 32,386 shares; 2025Q3: 32,386 shares 32,386 $1.05M 0.05% 0 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,040 shares; 2024Q4: 35,335 shares; 2025Q1: 25,595 shares; 2025Q2: 25,595 shares; 2025Q3: 23,665 shares 23,665 $1.05M 0.05% -1,930 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 3,780 shares; 2025Q1: 4,535 shares; 2025Q2: 6,245 shares; 2025Q3: 5,915 shares 5,915 $1.05M 0.05% -330 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,411 shares; 2024Q4: 22,411 shares; 2025Q1: 22,677 shares; 2025Q2: 22,670 shares; 2025Q3: 22,670 shares 22,670 $1.04M 0.05% 0 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: 16,366 shares; 2024Q4: 16,332 shares; 2025Q1: 15,736 shares; 2025Q2: 12,479 shares; 2025Q3: 11,274 shares 11,274 $1.03M 0.05% -1,205 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 5,297 shares; 2025Q1: 5,342 shares; 2025Q2: 8,538 shares; 2025Q3: 8,515 shares 8,515 $1.02M 0.05% -23 Timeline PHO 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: 15,060 shares; 2024Q4: 14,789 shares; 2025Q1: 14,789 shares; 2025Q2: 13,942 shares; 2025Q3: 13,942 shares 13,942 $1.01M 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,420 shares; 2024Q4: 15,637 shares; 2025Q1: 16,319 shares; 2025Q2: 15,695 shares; 2025Q3: 14,680 shares 14,680 $984K 0.05% -1,015 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,186 shares; 2025Q1: 1,196 shares; 2025Q2: 1,891 shares; 2025Q3: 2,402 shares 2,402 $971K 0.04% +511 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,770 shares; 2024Q4: 65,620 shares; 2025Q1: 87,900 shares; 2025Q2: 98,680 shares; 2025Q3: 100,895 shares 100,895 $969K 0.04% +2,215 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,260 shares; 2024Q4: 23,477 shares; 2025Q1: 12,655 shares; 2025Q2: 21,449 shares; 2025Q3: 29,086 shares 29,086 $965K 0.04% +7,637 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 10,468 shares; 2025Q1: 11,080 shares; 2025Q2: 10,434 shares; 2025Q3: 10,422 shares 10,422 $964K 0.04% -12 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,753 shares; 2024Q4: 83,105 shares; 2025Q1: 95,645 shares; 2025Q2: 105,535 shares; 2025Q3: 100,730 shares 100,730 $953K 0.04% -4,805 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: 5,404 shares; 2024Q4: 5,415 shares; 2025Q1: 5,316 shares; 2025Q2: 5,334 shares; 2025Q3: 5,117 shares 5,117 $940K 0.04% -217 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: 6,771 shares; 2024Q4: 6,771 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 6,504 shares 6,504 $940K 0.04% +100 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: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares 2,542 $940K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,890 shares; 2024Q4: 21,090 shares; 2025Q1: 21,090 shares; 2025Q2: 20,913 shares; 2025Q3: 20,738 shares 20,738 $935K 0.04% -175 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: 9,220 shares; 2024Q4: 9,290 shares; 2025Q1: 8,578 shares; 2025Q2: 8,145 shares; 2025Q3: 8,145 shares 8,145 $933K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,970 shares; 2025Q1: 14,424 shares; 2025Q2: 13,020 shares; 2025Q3: 13,020 shares 13,020 $931K 0.04% 0 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,843 shares; 2024Q4: 34,435 shares; 2025Q1: 34,762 shares; 2025Q2: 61,297 shares; 2025Q3: 61,172 shares 61,172 $925K 0.04% -125 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 6,780 shares; 2025Q1: 6,820 shares; 2025Q2: 10,789 shares; 2025Q3: 10,752 shares 10,752 $913K 0.04% -37 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,569 shares; 2025Q1: 4,617 shares; 2025Q2: 7,390 shares; 2025Q3: 5,828 shares 5,828 $908K 0.04% -1,562 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: 36,038 shares; 2024Q4: 14,900 shares; 2025Q1: 12,942 shares; 2025Q2: 2,569 shares; 2025Q3: 2,598 shares 2,598 $908K 0.04% +29 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,569 shares 5,569 $903K 0.04% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 8,089 shares; 2025Q1: 8,106 shares; 2025Q2: 12,828 shares; 2025Q3: 12,781 shares 12,781 $900K 0.04% -47 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,600 shares; 2025Q1: 1,618 shares; 2025Q2: 3,032 shares; 2025Q3: 3,026 shares 3,026 $899K 0.04% -6 Timeline MPAA MOTORCAR PTS AMER INC More: the full row for MOTORCAR PTS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,965 shares; 2024Q4: 62,185 shares; 2025Q1: 62,185 shares; 2025Q2: 60,665 shares; 2025Q3: 54,000 shares 54,000 $893K 0.04% -6,665 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,695 shares; 2025Q1: 8,482 shares; 2025Q2: 13,258 shares; 2025Q3: 9,452 shares 9,452 $887K 0.04% -3,806 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,580 shares; 2024Q4: 92,230 shares; 2025Q1: 100,590 shares; 2025Q2: 109,395 shares; 2025Q3: 107,510 shares 107,510 $882K 0.04% -1,885 Timeline TH TARGET HOSPITALITY CORP More: the full row for TARGET HOSPITALITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,111 shares; 2024Q4: 124,491 shares; 2025Q1: 112,381 shares; 2025Q2: 110,281 shares; 2025Q3: 103,366 shares 103,366 $877K 0.04% -6,915 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,425 shares; 2025Q1: 5,425 shares; 2025Q2: 7,565 shares; 2025Q3: 7,204 shares 7,204 $870K 0.04% -361 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,006 shares; 2025Q1: 8,006 shares; 2025Q2: 8,006 shares; 2025Q3: 6,227 shares 6,227 $867K 0.04% -1,779 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,936 shares; 2025Q1: 3,936 shares; 2025Q2: 3,174 shares; 2025Q3: 3,174 shares 3,174 $861K 0.04% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,167 shares; 2024Q4: 16,317 shares; 2025Q1: 16,403 shares; 2025Q2: 16,898 shares; 2025Q3: 25,756 shares 25,756 $860K 0.04% +8,858 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: 12,045 shares; 2024Q4: 22,399 shares; 2025Q1: 4,660 shares; 2025Q2: 4,827 shares; 2025Q3: 4,359 shares 4,359 $838K 0.04% -468 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 19,752 shares; 2025Q1: 19,752 shares; 2025Q2: 19,752 shares; 2025Q3: 19,752 shares 19,752 $837K 0.04% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 12,496 shares; 2025Q1: 12,348 shares; 2025Q2: 6,006 shares; 2025Q3: 3,371 shares 3,371 $834K 0.04% -2,635 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: 42,404 shares; 2025Q1: 41,975 shares; 2025Q2: 5,663 shares; 2025Q3: 5,663 shares 5,663 $825K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,817 shares; 2024Q4: 16,325 shares; 2025Q1: 16,325 shares; 2025Q2: 16,325 shares; 2025Q3: 16,325 shares 16,325 $824K 0.04% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,993 shares; 2024Q4: 17,993 shares; 2025Q1: 17,516 shares; 2025Q2: 18,499 shares; 2025Q3: 19,052 shares 19,052 $821K 0.04% +553 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: not reported; 2024Q4: 8,893 shares; 2025Q1: 8,893 shares; 2025Q2: 15,169 shares; 2025Q3: 15,121 shares 15,121 $815K 0.04% -48 Timeline VCR 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: not reported; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,262 shares; 2025Q3: 2,053 shares 2,053 $813K 0.04% -209 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 2,488 shares; 2025Q1: 2,510 shares; 2025Q2: 3,969 shares; 2025Q3: 4,005 shares 4,005 $813K 0.04% +36 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,409 shares; 2025Q1: 3,442 shares; 2025Q2: 6,320 shares; 2025Q3: 6,308 shares 6,308 $812K 0.04% -12 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,305 shares; 2025Q1: 4,133 shares; 2025Q2: 6,636 shares; 2025Q3: 6,620 shares 6,620 $811K 0.04% -16 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: 18,243 shares; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares 11,900 $801K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,351 shares; 2025Q1: 6,992 shares; 2025Q2: 7,369 shares; 2025Q3: 7,108 shares 7,108 $797K 0.04% -261 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,672 shares 14,672 $777K 0.04% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares 3,050 $771K 0.04% 0 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT 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: 5,237 shares; 2025Q1: 7,000 shares; 2025Q2: 6,717 shares; 2025Q3: 6,715 shares 6,715 $762K 0.04% -2 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,472 shares; 2024Q4: 159,302 shares; 2025Q1: 169,587 shares; 2025Q2: 138,562 shares; 2025Q3: 132,277 shares 132,277 $761K 0.03% -6,285 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 4,939 shares; 2025Q3: 4,939 shares 4,939 $746K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,780 shares; 2024Q4: 10,334 shares; 2025Q1: 10,334 shares; 2025Q2: 10,334 shares; 2025Q3: 11,047 shares 11,047 $745K 0.03% +713 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: 50,745 shares; 2024Q4: 50,125 shares; 2025Q1: 47,441 shares; 2025Q2: 29,111 shares; 2025Q3: 29,111 shares 29,111 $742K 0.03% 0 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: 72,503 shares; 2024Q4: 26,085 shares; 2025Q1: 22,743 shares; 2025Q2: 4,458 shares; 2025Q3: 4,423 shares 4,423 $723K 0.03% -35 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,079 shares; 2024Q4: 27,079 shares; 2025Q1: 26,417 shares; 2025Q2: 26,417 shares; 2025Q3: 26,417 shares 26,417 $715K 0.03% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 7,825 shares; 2025Q1: 4,443 shares; 2025Q2: 7,027 shares; 2025Q3: 6,996 shares 6,996 $699K 0.03% -31 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,004 shares; 2025Q2: 7,746 shares; 2025Q3: 7,993 shares 7,993 $698K 0.03% +247 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,920 shares; 2024Q4: 14,085 shares; 2025Q1: 8,600 shares; 2025Q2: 10,890 shares; 2025Q3: 10,365 shares 10,365 $678K 0.03% -525 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,012 shares; 2024Q4: 47,404 shares; 2025Q1: 34,205 shares; 2025Q2: 25,902 shares; 2025Q3: 25,902 shares 25,902 $674K 0.03% 0 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: 13,534 shares; 2024Q4: 12,786 shares; 2025Q1: 5,227 shares; 2025Q2: 5,217 shares; 2025Q3: 5,123 shares 5,123 $672K 0.03% -94 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,465 shares; 2024Q4: 12,885 shares; 2025Q1: 10,995 shares; 2025Q2: 13,355 shares; 2025Q3: 12,865 shares 12,865 $660K 0.03% -490 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: 19,682 shares; 2024Q4: 23,924 shares; 2025Q1: 25,867 shares; 2025Q2: 27,586 shares; 2025Q3: 7,846 shares 7,846 $658K 0.03% -19,740 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,243 shares; 2025Q1: 2,252 shares; 2025Q2: 2,108 shares; 2025Q3: 2,101 shares 2,101 $651K 0.03% -7 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,329 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares 5,116 $650K 0.03% 0 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $648K 0.03% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares 7,200 $645K 0.03% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,778 shares; 2025Q1: 5,760 shares; 2025Q2: not reported; 2025Q3: 12,430 shares 12,430 $642K 0.03% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,439 shares; 2024Q4: 17,439 shares; 2025Q1: 17,439 shares; 2025Q2: 17,439 shares; 2025Q3: 17,439 shares 17,439 $618K 0.03% 0 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 10,395 shares; 2025Q2: 10,395 shares; 2025Q3: 13,340 shares 13,340 $608K 0.03% +2,945 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: 1,497 shares; 2024Q4: 1,536 shares; 2025Q1: 1,493 shares; 2025Q2: 1,484 shares; 2025Q3: 1,622 shares 1,622 $607K 0.03% +138 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,148 shares 3,148 $602K 0.03% new 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: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,292 shares 3,292 $601K 0.03% +66 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 3,037 shares; 2025Q2: 3,037 shares; 2025Q3: 2,279 shares 2,279 $591K 0.03% -758 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: 11,479 shares; 2024Q4: 10,082 shares; 2025Q1: 9,503 shares; 2025Q2: 9,475 shares; 2025Q3: 9,454 shares 9,454 $591K 0.03% -21 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 6,879 shares; 2025Q1: 6,767 shares; 2025Q2: 6,767 shares; 2025Q3: 8,901 shares 8,901 $588K 0.03% +2,134 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,345 shares; 2025Q1: 3,373 shares; 2025Q2: 5,970 shares; 2025Q3: 5,958 shares 5,958 $586K 0.03% -12 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,822 shares; 2024Q4: 6,743 shares; 2025Q1: 6,113 shares; 2025Q2: 6,196 shares; 2025Q3: 7,886 shares 7,886 $576K 0.03% +1,690 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,757 shares; 2025Q1: 6,757 shares; 2025Q2: 6,757 shares; 2025Q3: 10,261 shares 10,261 $572K 0.03% +3,504 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: 18,014 shares; 2024Q4: 15,805 shares; 2025Q1: 15,886 shares; 2025Q2: 14,490 shares; 2025Q3: 18,154 shares 18,154 $570K 0.03% +3,664 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,811 shares; 2024Q4: 13,796 shares; 2025Q1: 1,891 shares; 2025Q2: 1,461 shares; 2025Q3: 1,656 shares 1,656 $565K 0.03% +195 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: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 5,903 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares 3,478 $563K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,096 shares; 2024Q4: 7,096 shares; 2025Q1: 6,385 shares; 2025Q2: 3,676 shares; 2025Q3: 3,551 shares 3,551 $551K 0.03% -125 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,030 shares; 2025Q1: 5,159 shares; 2025Q2: 5,317 shares; 2025Q3: 8,265 shares 8,265 $549K 0.03% +2,948 Timeline IJS 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: 8,588 shares; 2025Q1: 8,588 shares; 2025Q2: 4,896 shares; 2025Q3: 4,896 shares 4,896 $541K 0.02% 0 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: 3,375 shares; 2024Q4: 3,519 shares; 2025Q1: 3,776 shares; 2025Q2: 3,827 shares; 2025Q3: 5,509 shares 5,509 $540K 0.02% +1,682 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: 29,391 shares; 2024Q4: 29,391 shares; 2025Q1: 29,927 shares; 2025Q2: 29,356 shares; 2025Q3: 29,356 shares 29,356 $538K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,966 shares; 2025Q1: 5,454 shares; 2025Q2: 5,326 shares; 2025Q3: 5,532 shares 5,532 $534K 0.02% +206 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 11,162 shares; 2025Q1: 13,573 shares; 2025Q2: 14,024 shares; 2025Q3: 14,024 shares 14,024 $528K 0.02% 0 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: 3,472 shares; 2024Q4: 3,142 shares; 2025Q1: 3,074 shares; 2025Q2: 3,074 shares; 2025Q3: 3,074 shares 3,074 $525K 0.02% 0 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: 1,329 shares; 2024Q4: 2,658 shares; 2025Q1: 2,658 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares 2,576 $525K 0.02% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,130 shares; 2024Q4: 8,295 shares; 2025Q1: 6,960 shares; 2025Q2: 10,910 shares; 2025Q3: 10,475 shares 10,475 $514K 0.02% -435 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 13,754 shares; 2025Q1: 14,973 shares; 2025Q2: 15,466 shares; 2025Q3: 12,982 shares 12,982 $510K 0.02% -2,484 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: 5,050 shares; 2024Q4: 5,120 shares; 2025Q1: 6,029 shares; 2025Q2: 5,460 shares; 2025Q3: 4,155 shares 4,155 $504K 0.02% -1,305 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: 25,703 shares; 2024Q4: 20,403 shares; 2025Q1: 17,903 shares; 2025Q2: 17,733 shares; 2025Q3: 17,733 shares 17,733 $501K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 3,123 shares; 2025Q1: 3,123 shares; 2025Q2: 2,870 shares; 2025Q3: 2,595 shares 2,595 $500K 0.02% -275 Timeline YALL 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: 8,608 shares; 2024Q4: 11,090 shares; 2025Q1: 11,090 shares; 2025Q2: 11,090 shares; 2025Q3: 11,090 shares 11,090 $499K 0.02% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,483 shares; 2024Q4: 20,483 shares; 2025Q1: 20,483 shares; 2025Q2: 20,483 shares; 2025Q3: 21,983 shares 21,983 $497K 0.02% +1,500 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: not reported; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares 1,645 $483K 0.02% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,948 shares; 2024Q4: 7,079 shares; 2025Q1: 8,146 shares; 2025Q2: 9,725 shares; 2025Q3: 9,725 shares 9,725 $473K 0.02% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,772 shares; 2025Q2: 60,772 shares; 2025Q3: 60,772 shares 60,772 $470K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares 3,022 $466K 0.02% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 6,009 shares; 2025Q1: 5,390 shares; 2025Q2: 5,567 shares; 2025Q3: 6,397 shares 6,397 $463K 0.02% +830 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: 2,888 shares; 2024Q4: 3,691 shares; 2025Q1: 1,906 shares; 2025Q2: 1,810 shares; 2025Q3: 1,455 shares 1,455 $462K 0.02% -355 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,345 shares; 2024Q4: 63,085 shares; 2025Q1: 56,420 shares; 2025Q2: 56,420 shares; 2025Q3: 56,420 shares 56,420 $462K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares 3,738 $458K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 2,812 shares; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares 2,888 $453K 0.02% 0 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: 1,375 shares; 2025Q2: 1,734 shares; 2025Q3: 1,737 shares 1,737 $449K 0.02% +3 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 5,149 shares; 2025Q3: 5,149 shares 5,149 $448K 0.02% 0 Timeline JUST 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: 4,774 shares; 2024Q4: 4,774 shares; 2025Q1: 4,774 shares; 2025Q2: 4,774 shares; 2025Q3: 4,774 shares 4,774 $448K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,815 shares; 2024Q4: 10,028 shares; 2025Q1: 10,028 shares; 2025Q2: 6,980 shares; 2025Q3: 6,980 shares 6,980 $442K 0.02% 0 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: 2,757 shares; 2024Q4: 2,313 shares; 2025Q1: 2,893 shares; 2025Q2: 860 shares; 2025Q3: 860 shares 860 $442K 0.02% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: 987 shares 987 $442K 0.02% new Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 14,700 shares; 2025Q1: 11,285 shares; 2025Q2: 12,790 shares; 2025Q3: 12,345 shares 12,345 $441K 0.02% -445 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN 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: 6,030 shares; 2025Q3: 6,820 shares 6,820 $438K 0.02% +790 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares 5,500 $437K 0.02% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 5,295 shares; 2025Q1: 5,811 shares; 2025Q2: 5,716 shares; 2025Q3: 4,291 shares 4,291 $433K 0.02% -1,425 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 6,324 shares; 2025Q2: 4,809 shares; 2025Q3: 4,809 shares 4,809 $432K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,928 shares; 2025Q1: 3,928 shares; 2025Q2: 3,078 shares; 2025Q3: 3,078 shares 3,078 $431K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,410 shares; 2024Q4: 34,982 shares; 2025Q1: 31,381 shares; 2025Q2: 22,032 shares; 2025Q3: 22,032 shares 22,032 $430K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,515 shares; 2024Q4: 4,880 shares; 2025Q1: 5,621 shares; 2025Q2: 6,434 shares; 2025Q3: 6,158 shares 6,158 $429K 0.02% -276 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: 9,812 shares; 2024Q4: 9,787 shares; 2025Q1: 6,318 shares; 2025Q2: 6,040 shares; 2025Q3: 6,340 shares 6,340 $429K 0.02% +300 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 13,355 shares; 2025Q1: 14,297 shares; 2025Q2: 14,775 shares; 2025Q3: 14,775 shares 14,775 $425K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,376 shares 2,376 $425K 0.02% new Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 14,830 shares; 2025Q3: 17,215 shares 17,215 $421K 0.02% +2,385 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,708 shares; 2025Q1: 8,558 shares; 2025Q2: 14,458 shares; 2025Q3: 16,458 shares 16,458 $420K 0.02% +2,000 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 3,979 shares; 2025Q3: 3,929 shares 3,929 $419K 0.02% -50 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares 6,120 $412K 0.02% 0 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: 18,425 shares; 2025Q1: 16,528 shares; 2025Q2: 16,935 shares; 2025Q3: 12,693 shares 12,693 $410K 0.02% -4,242 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,178 shares; 2024Q4: 98,706 shares; 2025Q1: 88,061 shares; 2025Q2: 6,482 shares; 2025Q3: 6,482 shares 6,482 $406K 0.02% 0 Timeline LAKE LAKELAND INDS INC More: the full row for LAKELAND INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 24,830 shares; 2025Q1: 21,670 shares; 2025Q2: 28,615 shares; 2025Q3: 27,170 shares 27,170 $402K 0.02% -1,445 Timeline ACNB ACNB CORP More: the full row for ACNB 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: 8,280 shares; 2025Q3: 9,030 shares 9,030 $398K 0.02% +750 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,586 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares 2,326 $397K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,138 shares; 2025Q1: 4,159 shares; 2025Q2: 4,159 shares; 2025Q3: 4,138 shares 4,138 $397K 0.02% -21 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: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,124 shares; 2025Q2: 3,376 shares; 2025Q3: 2,941 shares 2,941 $396K 0.02% -435 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,857 shares; 2024Q4: 13,857 shares; 2025Q1: 11,457 shares; 2025Q2: 11,457 shares; 2025Q3: 11,457 shares 11,457 $395K 0.02% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 8,663 shares 8,663 $392K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 785 shares 785 $392K 0.02% -50 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,062 shares; 2025Q1: 1,991 shares; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares 1,933 $388K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 925 shares; 2025Q1: 795 shares; 2025Q2: 803 shares; 2025Q3: 913 shares 913 $386K 0.02% +110 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: 6,632 shares; 2024Q4: 6,632 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares 4,903 $382K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares 1,307 $377K 0.02% 0 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: 783 shares; 2024Q4: 783 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 788 shares 788 $360K 0.02% +21 Timeline ICFI ICF INTL INC More: the full row for ICF 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: 3,872 shares 3,872 $359K 0.02% new Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,638 shares; 2025Q1: 5,951 shares; 2025Q2: 6,140 shares; 2025Q3: 7,520 shares 7,520 $352K 0.02% +1,380 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,383 shares 3,383 $352K 0.02% new 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: 2,637 shares; 2024Q4: 2,607 shares; 2025Q1: 2,320 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares 2,206 $351K 0.02% 0 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: 2,207 shares; 2024Q4: 2,079 shares; 2025Q1: 1,649 shares; 2025Q2: 1,597 shares; 2025Q3: 1,333 shares 1,333 $350K 0.02% -264 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: 2,942 shares; 2024Q4: 2,975 shares; 2025Q1: 2,388 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares 2,435 $345K 0.02% 0 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: 3,605 shares; 2024Q4: 3,486 shares; 2025Q1: 3,501 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares 2,632 $341K 0.02% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: not reported; 2025Q2: 17,431 shares; 2025Q3: 17,510 shares 17,510 $339K 0.02% +79 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 4,932 shares; 2025Q1: 6,262 shares; 2025Q2: 3,318 shares; 2025Q3: 4,028 shares 4,028 $336K 0.02% +710 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,395 shares; 2025Q1: 5,737 shares; 2025Q2: 5,930 shares; 2025Q3: 5,930 shares 5,930 $332K 0.02% 0 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: 4,832 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 5,380 shares 5,380 $321K 0.01% +1,780 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares 100,000 $321K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 4,418 shares 4,418 $315K 0.01% +1,253 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: 3,716 shares; 2024Q4: 3,716 shares; 2025Q1: 4,618 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares 4,517 $313K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,459 shares; 2025Q1: 5,449 shares; 2025Q2: 5,182 shares; 2025Q3: 5,182 shares 5,182 $311K 0.01% 0 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares 666 $310K 0.01% 0 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 9,889 shares; 2025Q1: 8,860 shares; 2025Q2: 9,155 shares; 2025Q3: 9,155 shares 9,155 $309K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares 1,169 $305K 0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 7,005 shares 7,005 $304K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,547 shares; 2025Q1: 1,957 shares; 2025Q2: 1,547 shares; 2025Q3: 1,706 shares 1,706 $302K 0.01% +159 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares 157 $300K 0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,526 shares 11,526 $297K 0.01% new 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares 525 $295K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,453 shares; 2025Q1: 6,445 shares; 2025Q2: 6,300 shares; 2025Q3: 589 shares 589 $294K 0.01% -5,711 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 18,314 shares; 2025Q1: 18,072 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares 1,635 $286K 0.01% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,444 shares; 2025Q1: 5,539 shares; 2025Q2: 5,613 shares; 2025Q3: 5,607 shares 5,607 $284K 0.01% -6 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: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares 1,189 $283K 0.01% 0 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: 3,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,317 shares 3,317 $280K 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,439 shares; 2025Q1: 18,064 shares; 2025Q2: 9,021 shares; 2025Q3: 9,021 shares 9,021 $278K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares 1,978 $276K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 190 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares 2,490 $268K 0.01% 0 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: not reported; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 646 shares 646 $268K 0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares 3,235 $265K 0.01% 0 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: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $265K 0.01% 0 Timeline CVBF CVB FINL CORP More: the full row for CVB 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: not reported; 2025Q3: 13,982 shares 13,982 $264K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,070 shares; 2025Q1: 1,959 shares; 2025Q2: 1,285 shares; 2025Q3: 1,287 shares 1,287 $264K 0.01% +2 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,310 shares; 2025Q3: 3,310 shares 3,310 $263K 0.01% 0 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 556 shares; 2025Q3: 456 shares 456 $259K 0.01% -100 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 6,934 shares; 2025Q3: 6,934 shares 6,934 $256K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 1,100 shares 1,100 $255K 0.01% -1,125 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: 1,991 shares; 2024Q4: not reported; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares 1,991 $255K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares 1,231 $255K 0.01% 0 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: 11,779 shares; 2024Q4: 12,250 shares; 2025Q1: 1,266 shares; 2025Q2: 1,259 shares; 2025Q3: 1,117 shares 1,117 $251K 0.01% -142 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: 17,550 shares; 2024Q4: 17,550 shares; 2025Q1: 14,600 shares; 2025Q2: 13,200 shares; 2025Q3: 6,350 shares 6,350 $249K 0.01% -6,850 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,841 shares 2,841 $244K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,335 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $243K 0.01% 0 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: 565 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 575 shares 575 $243K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,459 shares; 2024Q4: 10,789 shares; 2025Q1: 9,572 shares; 2025Q2: 4,794 shares; 2025Q3: 4,794 shares 4,794 $242K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 4,425 shares 4,425 $239K 0.01% +90 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,359 shares; 2025Q1: 1,953 shares; 2025Q2: 1,929 shares; 2025Q3: 1,721 shares 1,721 $239K 0.01% -208 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: not reported; 2025Q3: 2,061 shares 2,061 $236K 0.01% new Timeline LEN 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: 1,997 shares; 2024Q4: 1,997 shares; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares 1,864 $235K 0.01% 0 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: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 749 shares; 2025Q3: 749 shares 749 $232K 0.01% 0 Timeline XT 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: 3,188 shares; 2025Q3: 3,188 shares 3,188 $229K 0.01% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 7,255 shares 7,255 $227K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: not reported; 2025Q3: 1,827 shares 1,827 $225K 0.01% new Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,868 shares; 2024Q4: 14,868 shares; 2025Q1: 14,868 shares; 2025Q2: 14,868 shares; 2025Q3: 14,865 shares 14,865 $223K 0.01% -3 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,267 shares; 2025Q3: 1,369 shares 1,369 $223K 0.01% +102 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,515 shares; 2024Q4: 46,790 shares; 2025Q1: 57,965 shares; 2025Q2: 57,965 shares; 2025Q3: 55,245 shares 55,245 $222K 0.01% -2,720 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,644 shares; 2025Q1: 5,557 shares; 2025Q2: 1,196 shares; 2025Q3: 1,047 shares 1,047 $218K 0.01% -149 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL 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: 8,975 shares 8,975 $218K 0.01% new 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: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 1,736 shares 1,736 $209K 0.01% -576 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares 3,293 $208K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares 1,232 $206K 0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS 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: 25,590 shares 25,590 $205K 0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,044 shares 3,044 $205K 0.01% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 7,968 shares 7,968 $205K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 2,704 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 2,784 shares 2,784 $203K 0.01% +175 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: 11,875 shares; 2025Q1: 7,875 shares; 2025Q2: not reported; 2025Q3: 7,375 shares 7,375 $201K 0.01% new Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,904 shares; 2024Q4: 10,904 shares; 2025Q1: not reported; 2025Q2: 28,909 shares; 2025Q3: 21,674 shares 21,674 $191K 0.01% -7,235 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,366 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 13,366 shares; 2025Q3: 13,366 shares 13,366 $119K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,693 shares 10,693 $107K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 25,000 shares 25,000 $30K <0.01% -25,000 Timeline