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: 7,787 shares; 2024Q4: 8,322 shares; 2025Q1: 10,696 shares; 2025Q2: 14,810 shares; 2025Q3: 18,529 shares 18,529 $12.4M 4.9% +3,719 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: 19,005 shares; 2024Q4: 19,012 shares; 2025Q1: 18,484 shares; 2025Q2: 20,483 shares; 2025Q3: 21,548 shares 21,548 $11.2M 4.41% +1,065 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: 49,583 shares; 2024Q4: 50,581 shares; 2025Q1: 47,661 shares; 2025Q2: 54,276 shares; 2025Q3: 59,661 shares 59,661 $11.1M 4.4% +5,385 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: 32,169 shares; 2024Q4: 32,431 shares; 2025Q1: 32,369 shares; 2025Q2: 32,839 shares; 2025Q3: 32,960 shares 32,960 $10.4M 4.11% +121 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: 31,105 shares; 2024Q4: 33,116 shares; 2025Q1: 33,247 shares; 2025Q2: 33,597 shares; 2025Q3: 37,850 shares 37,850 $9.64M 3.81% +4,253 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: 20,367 shares; 2024Q4: 21,932 shares; 2025Q1: 22,178 shares; 2025Q2: 22,770 shares; 2025Q3: 24,346 shares 24,346 $5.35M 2.11% +1,576 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,238 shares; 2024Q4: 70,401 shares; 2025Q1: 85,173 shares; 2025Q2: 106,172 shares; 2025Q3: 121,291 shares 121,291 $5.33M 2.11% +15,119 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,325 shares; 2024Q4: 66,320 shares; 2025Q1: 79,511 shares; 2025Q2: 98,333 shares; 2025Q3: 114,823 shares 114,823 $4.83M 1.91% +16,490 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: 14,382 shares; 2024Q4: 14,049 shares; 2025Q1: 12,226 shares; 2025Q2: 13,059 shares; 2025Q3: 13,790 shares 13,790 $4.55M 1.8% +731 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,190 shares; 2025Q1: 6,131 shares; 2025Q2: 6,178 shares; 2025Q3: 5,968 shares 5,968 $4.38M 1.73% -210 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: 8,112 shares; 2024Q4: 8,869 shares; 2025Q1: 8,419 shares; 2025Q2: 9,127 shares; 2025Q3: 9,498 shares 9,498 $4.22M 1.67% +371 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: 50,787 shares; 2024Q4: 50,725 shares; 2025Q1: 50,283 shares; 2025Q2: 50,174 shares; 2025Q3: 57,592 shares 57,592 $4.2M 1.66% +7,418 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: 34,258 shares; 2024Q4: 35,978 shares; 2025Q1: 41,767 shares; 2025Q2: 52,133 shares; 2025Q3: 60,428 shares 60,428 $3.94M 1.56% +8,295 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: 13,404 shares; 2024Q4: 13,662 shares; 2025Q1: 15,027 shares; 2025Q2: 13,296 shares; 2025Q3: 14,405 shares 14,405 $3.51M 1.39% +1,109 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,880 shares; 2024Q4: 63,120 shares; 2025Q1: 63,255 shares; 2025Q2: 63,483 shares; 2025Q3: 63,890 shares 63,890 $3.47M 1.37% +407 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: 11,703 shares; 2024Q4: 11,714 shares; 2025Q1: 11,608 shares; 2025Q2: 11,794 shares; 2025Q3: 11,939 shares 11,939 $3.36M 1.33% +145 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: 8,806 shares; 2024Q4: 9,870 shares; 2025Q1: 9,749 shares; 2025Q2: 10,593 shares; 2025Q3: 12,211 shares 12,211 $2.97M 1.17% +1,618 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 6,684 shares; 2025Q1: 8,534 shares; 2025Q2: 11,579 shares; 2025Q3: 14,226 shares 14,226 $2.77M 1.09% +2,647 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: 7,819 shares; 2024Q4: 7,696 shares; 2025Q1: 7,110 shares; 2025Q2: 7,066 shares; 2025Q3: 14,197 shares 14,197 $2.38M 0.94% +7,131 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: 20,373 shares; 2024Q4: 20,010 shares; 2025Q1: 20,141 shares; 2025Q2: 22,180 shares; 2025Q3: 22,848 shares 22,848 $2.35M 0.93% +668 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: 3,014 shares; 2024Q4: 3,890 shares; 2025Q1: 2,943 shares; 2025Q2: 3,141 shares; 2025Q3: 3,276 shares 3,276 $2.18M 0.86% +135 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: 9,367 shares; 2024Q4: 9,294 shares; 2025Q1: 10,224 shares; 2025Q2: 10,666 shares; 2025Q3: 11,395 shares 11,395 $2.11M 0.84% +729 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,680 shares; 2025Q1: 2,502 shares; 2025Q2: 2,241 shares; 2025Q3: 2,740 shares 2,740 $2.09M 0.83% +499 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: 13,366 shares; 2024Q4: 12,503 shares; 2025Q1: 12,531 shares; 2025Q2: 11,813 shares; 2025Q3: 12,812 shares 12,812 $1.99M 0.79% +999 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: 1,772 shares; 2024Q4: 1,750 shares; 2025Q1: 1,803 shares; 2025Q2: 1,861 shares; 2025Q3: 1,637 shares 1,637 $1.96M 0.78% -224 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,244 shares; 2025Q1: 3,178 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares 3,051 $1.74M 0.69% +6 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: 25,604 shares; 2024Q4: 24,732 shares; 2025Q1: 23,911 shares; 2025Q2: 23,636 shares; 2025Q3: 24,596 shares 24,596 $1.68M 0.67% +960 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: 14,592 shares; 2024Q4: 12,633 shares; 2025Q1: 14,211 shares; 2025Q2: 13,066 shares; 2025Q3: 14,828 shares 14,828 $1.67M 0.66% +1,762 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: 4,701 shares; 2024Q4: 4,727 shares; 2025Q1: 4,721 shares; 2025Q2: 4,746 shares; 2025Q3: 4,629 shares 4,629 $1.6M 0.63% -117 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 15,952 shares; 2025Q1: 20,410 shares; 2025Q2: 27,933 shares; 2025Q3: 34,683 shares 34,683 $1.55M 0.61% +6,750 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: 4,201 shares; 2024Q4: 4,251 shares; 2025Q1: 4,251 shares; 2025Q2: 4,664 shares; 2025Q3: 4,678 shares 4,678 $1.54M 0.61% +14 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,657 shares; 2024Q4: 78,657 shares; 2025Q1: 78,657 shares; 2025Q2: 78,657 shares; 2025Q3: 78,663 shares 78,663 $1.51M 0.6% +6 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: 10,392 shares; 2024Q4: 11,571 shares; 2025Q1: 11,655 shares; 2025Q2: 11,683 shares; 2025Q3: 11,987 shares 11,987 $1.35M 0.53% +304 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,380 shares; 2025Q1: 1,951 shares; 2025Q2: 2,058 shares; 2025Q3: 2,639 shares 2,639 $1.33M 0.52% +581 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: 3,173 shares; 2024Q4: 3,192 shares; 2025Q1: 3,460 shares; 2025Q2: 3,701 shares; 2025Q3: 3,806 shares 3,806 $1.3M 0.51% +105 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: 4,769 shares; 2024Q4: 4,609 shares; 2025Q1: 4,772 shares; 2025Q2: 4,834 shares; 2025Q3: 5,443 shares 5,443 $1.26M 0.5% +609 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares 1,308 $1.25M 0.49% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 16,272 shares; 2025Q1: 19,781 shares; 2025Q2: 33,154 shares; 2025Q3: 73,167 shares 73,167 $1.24M 0.49% +40,013 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 14,328 shares; 2025Q1: 17,422 shares; 2025Q2: 29,295 shares; 2025Q3: 64,688 shares 64,688 $1.22M 0.48% +35,393 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,163 shares; 2025Q1: 15,979 shares; 2025Q2: 26,694 shares; 2025Q3: 59,100 shares 59,100 $1.22M 0.48% +32,406 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 16,505 shares; 2025Q2: 27,672 shares; 2025Q3: 61,502 shares 61,502 $1.21M 0.48% +33,830 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,603 shares; 2025Q1: 16,482 shares; 2025Q2: 27,702 shares; 2025Q3: 61,811 shares 61,811 $1.21M 0.48% +34,109 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,984 shares; 2025Q1: 14,867 shares; 2025Q2: 25,122 shares; 2025Q3: 55,664 shares 55,664 $1.15M 0.46% +30,542 BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,974 shares; 2025Q1: 17,036 shares; 2025Q2: 30,425 shares; 2025Q3: 68,571 shares 68,571 $1.14M 0.45% +38,146 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: 2,439 shares; 2024Q4: 2,550 shares; 2025Q1: 2,323 shares; 2025Q2: 2,599 shares; 2025Q3: 2,776 shares 2,776 $1.12M 0.44% +177 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: 5,586 shares; 2024Q4: 5,641 shares; 2025Q1: 6,840 shares; 2025Q2: 9,009 shares; 2025Q3: 9,304 shares 9,304 $1.12M 0.44% +295 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,295 shares; 2025Q1: 4,697 shares; 2025Q2: 15,588 shares; 2025Q3: 15,896 shares 15,896 $1.09M 0.43% +308 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: 16,983 shares; 2024Q4: 16,634 shares; 2025Q1: 19,810 shares; 2025Q2: 15,874 shares; 2025Q3: 15,622 shares 15,622 $1.04M 0.41% -252 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: 7,575 shares; 2025Q1: 6,970 shares; 2025Q2: 6,222 shares; 2025Q3: 6,492 shares 6,492 $946K 0.37% +270 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: 3,186 shares; 2025Q1: 3,599 shares; 2025Q2: 5,140 shares; 2025Q3: 5,143 shares 5,143 $938K 0.37% +3 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: 3,971 shares; 2024Q4: 4,573 shares; 2025Q1: 4,393 shares; 2025Q2: 4,007 shares; 2025Q3: 4,346 shares 4,346 $938K 0.37% +339 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 2,832 shares; 2025Q1: 4,362 shares; 2025Q2: 10,413 shares; 2025Q3: 9,802 shares 9,802 $927K 0.37% -611 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: 7,812 shares; 2024Q4: 7,791 shares; 2025Q1: 7,124 shares; 2025Q2: 6,590 shares; 2025Q3: 6,407 shares 6,407 $926K 0.37% -183 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 2,866 shares; 2025Q1: 2,868 shares; 2025Q2: 3,017 shares; 2025Q3: 3,065 shares 3,065 $921K 0.36% +48 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: 7,555 shares; 2024Q4: 7,017 shares; 2025Q1: 7,208 shares; 2025Q2: 9,639 shares; 2025Q3: 9,341 shares 9,341 $915K 0.36% -298 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: 18,124 shares; 2024Q4: 14,973 shares; 2025Q1: 14,562 shares; 2025Q2: 14,484 shares; 2025Q3: 14,351 shares 14,351 $909K 0.36% -133 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,339 shares; 2025Q1: 1,246 shares; 2025Q2: 1,237 shares; 2025Q3: 1,198 shares 1,198 $908K 0.36% -39 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: 6,490 shares; 2024Q4: 6,521 shares; 2025Q1: 6,555 shares; 2025Q2: 6,261 shares; 2025Q3: 5,909 shares 5,909 $908K 0.36% -352 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: 17,091 shares; 2024Q4: 16,916 shares; 2025Q1: 15,620 shares; 2025Q2: 17,204 shares; 2025Q3: 17,489 shares 17,489 $902K 0.36% +285 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,320 shares; 2025Q1: 6,547 shares; 2025Q2: 5,927 shares; 2025Q3: 5,406 shares 5,406 $899K 0.36% -521 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,940 shares; 2025Q1: 2,355 shares; 2025Q2: 3,342 shares; 2025Q3: 4,501 shares 4,501 $882K 0.35% +1,159 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,474 shares; 2025Q1: 1,380 shares; 2025Q2: 1,481 shares; 2025Q3: 1,435 shares 1,435 $841K 0.33% -46 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: 14,048 shares; 2024Q4: 13,604 shares; 2025Q1: 11,062 shares; 2025Q2: 10,239 shares; 2025Q3: 9,924 shares 9,924 $833K 0.33% -315 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,948 shares; 2024Q4: 11,904 shares; 2025Q1: 10,818 shares; 2025Q2: 10,944 shares; 2025Q3: 10,804 shares 10,804 $828K 0.33% -140 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: 3,640 shares; 2024Q4: 3,649 shares; 2025Q1: 3,385 shares; 2025Q2: 3,388 shares; 2025Q3: 3,282 shares 3,282 $825K 0.33% -106 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: 2,630 shares; 2024Q4: 2,625 shares; 2025Q1: 2,538 shares; 2025Q2: 2,553 shares; 2025Q3: 2,700 shares 2,700 $821K 0.32% +147 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: 7,937 shares; 2024Q4: 7,200 shares; 2025Q1: 7,272 shares; 2025Q2: 8,467 shares; 2025Q3: 9,764 shares 9,764 $818K 0.32% +1,297 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,249 shares; 2025Q1: 1,252 shares; 2025Q2: 1,661 shares; 2025Q3: 1,694 shares 1,694 $812K 0.32% +33 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: 21,034 shares; 2024Q4: 16,269 shares; 2025Q1: 20,062 shares; 2025Q2: 19,465 shares; 2025Q3: 17,971 shares 17,971 $790K 0.31% -1,494 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: 2,360 shares; 2024Q4: 2,367 shares; 2025Q1: 1,932 shares; 2025Q2: 2,083 shares; 2025Q3: 2,105 shares 2,105 $788K 0.31% +22 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: 3,289 shares; 2024Q4: 3,340 shares; 2025Q1: 3,285 shares; 2025Q2: 3,572 shares; 2025Q3: 3,648 shares 3,648 $775K 0.31% +76 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: 4,312 shares; 2024Q4: 4,389 shares; 2025Q1: 3,733 shares; 2025Q2: 3,644 shares; 2025Q3: 3,804 shares 3,804 $764K 0.3% +160 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,895 shares; 2025Q1: 9,134 shares; 2025Q2: 12,246 shares; 2025Q3: 12,902 shares 12,902 $764K 0.3% +656 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: 13,133 shares; 2024Q4: 11,796 shares; 2025Q1: 12,314 shares; 2025Q2: 12,591 shares; 2025Q3: 12,138 shares 12,138 $758K 0.3% -453 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $754K 0.3% 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 141 shares; 2025Q2: 139 shares; 2025Q3: 139 shares 139 $750K 0.3% 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: 4,799 shares; 2024Q4: 4,855 shares; 2025Q1: 4,659 shares; 2025Q2: 4,321 shares; 2025Q3: 4,307 shares 4,307 $736K 0.29% -14 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,680 shares; 2025Q1: 1,390 shares; 2025Q2: 1,594 shares; 2025Q3: 1,528 shares 1,528 $729K 0.29% -66 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: 3,909 shares; 2024Q4: 4,005 shares; 2025Q1: 3,786 shares; 2025Q2: 5,346 shares; 2025Q3: 5,357 shares 5,357 $729K 0.29% +11 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: 4,453 shares; 2024Q4: 3,988 shares; 2025Q1: 3,994 shares; 2025Q2: 3,796 shares; 2025Q3: 3,792 shares 3,792 $707K 0.28% -4 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: 4,332 shares; 2024Q4: 4,504 shares; 2025Q1: 4,339 shares; 2025Q2: 4,324 shares; 2025Q3: 4,342 shares 4,342 $704K 0.28% +18 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,026 shares; 2024Q4: 9,997 shares; 2025Q1: 8,648 shares; 2025Q2: 8,808 shares; 2025Q3: 8,525 shares 8,525 $699K 0.28% -283 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: 1,133 shares; 2024Q4: 1,278 shares; 2025Q1: 1,866 shares; 2025Q2: 2,098 shares; 2025Q3: 2,293 shares 2,293 $690K 0.27% +195 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: 2,592 shares; 2024Q4: 2,496 shares; 2025Q1: 2,709 shares; 2025Q2: 3,308 shares; 2025Q3: 3,359 shares 3,359 $688K 0.27% +51 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,432 shares; 2025Q1: 2,212 shares; 2025Q2: 2,201 shares; 2025Q3: 2,046 shares 2,046 $681K 0.27% -155 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,147 shares; 2024Q4: 29,273 shares; 2025Q1: 27,776 shares; 2025Q2: 27,776 shares; 2025Q3: 26,029 shares 26,029 $679K 0.27% -1,747 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,436 shares; 2024Q4: 16,686 shares; 2025Q1: 16,886 shares; 2025Q2: 16,856 shares; 2025Q3: 17,006 shares 17,006 $672K 0.27% +150 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: 2,676 shares; 2024Q4: 2,747 shares; 2025Q1: 2,568 shares; 2025Q2: 2,532 shares; 2025Q3: 2,574 shares 2,574 $671K 0.27% +42 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,843 shares; 2025Q1: 1,736 shares; 2025Q2: 1,871 shares; 2025Q3: 1,889 shares 1,889 $644K 0.25% +18 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,631 shares; 2025Q1: 1,929 shares; 2025Q2: 2,237 shares; 2025Q3: 3,057 shares 3,057 $631K 0.25% +820 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: 1,731 shares; 2024Q4: 3,424 shares; 2025Q1: 3,076 shares; 2025Q2: 3,022 shares; 2025Q3: 3,065 shares 3,065 $624K 0.25% +43 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: 3,609 shares; 2024Q4: 3,844 shares; 2025Q1: 3,494 shares; 2025Q2: 3,725 shares; 2025Q3: 3,630 shares 3,630 $620K 0.25% -95 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: 884 shares; 2024Q4: 750 shares; 2025Q1: 822 shares; 2025Q2: 923 shares; 2025Q3: 905 shares 905 $618K 0.24% -18 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: 4,756 shares; 2024Q4: 5,098 shares; 2025Q1: 4,999 shares; 2025Q2: 5,160 shares; 2025Q3: 5,362 shares 5,362 $614K 0.24% +202 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,604 shares; 2025Q1: 7,581 shares; 2025Q2: 7,581 shares; 2025Q3: 7,581 shares 7,581 $614K 0.24% 0 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: 6,199 shares; 2024Q4: 6,427 shares; 2025Q1: 6,287 shares; 2025Q2: 6,372 shares; 2025Q3: 6,439 shares 6,439 $613K 0.24% +67 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: 863 shares; 2024Q4: 865 shares; 2025Q1: 823 shares; 2025Q2: 747 shares; 2025Q3: 756 shares 756 $602K 0.24% +9 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: 2,823 shares; 2024Q4: 2,957 shares; 2025Q1: 3,986 shares; 2025Q2: 4,423 shares; 2025Q3: 4,463 shares 4,463 $598K 0.24% +40 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: 11,113 shares; 2024Q4: 11,683 shares; 2025Q1: 10,816 shares; 2025Q2: 9,142 shares; 2025Q3: 8,823 shares 8,823 $597K 0.24% -319 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: 2,238 shares; 2024Q4: 2,062 shares; 2025Q1: 2,207 shares; 2025Q2: 2,360 shares; 2025Q3: 2,108 shares 2,108 $595K 0.24% -252 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 9,981 shares; 2025Q1: 10,306 shares; 2025Q2: 10,316 shares; 2025Q3: 10,096 shares 10,096 $593K 0.23% -220 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: 539 shares; 2024Q4: 555 shares; 2025Q1: 549 shares; 2025Q2: 646 shares; 2025Q3: 640 shares 640 $592K 0.23% -6 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: 14,186 shares; 2024Q4: 13,674 shares; 2025Q1: 12,343 shares; 2025Q2: 12,482 shares; 2025Q3: 12,181 shares 12,181 $589K 0.23% -301 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,510 shares; 2025Q1: 3,358 shares; 2025Q2: 4,285 shares; 2025Q3: 4,462 shares 4,462 $562K 0.22% +177 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,426 shares; 2025Q1: 1,716 shares; 2025Q2: 1,746 shares; 2025Q3: 1,967 shares 1,967 $555K 0.22% +221 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: 12,474 shares; 2024Q4: 13,124 shares; 2025Q1: 14,999 shares; 2025Q2: 16,377 shares; 2025Q3: 19,502 shares 19,502 $551K 0.22% +3,125 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 14,487 shares; 2025Q1: 12,536 shares; 2025Q2: 12,121 shares; 2025Q3: 11,692 shares 11,692 $550K 0.22% -429 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 7,873 shares; 2025Q1: 7,871 shares; 2025Q2: 8,032 shares; 2025Q3: 6,916 shares 6,916 $543K 0.21% -1,116 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: 1,317 shares; 2024Q4: 808 shares; 2025Q1: 902 shares; 2025Q2: 1,167 shares; 2025Q3: 1,573 shares 1,573 $543K 0.21% +406 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: 7,455 shares; 2024Q4: 7,524 shares; 2025Q1: 7,333 shares; 2025Q2: 7,201 shares; 2025Q3: 7,043 shares 7,043 $540K 0.21% -158 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,883 shares; 2024Q4: 12,271 shares; 2025Q1: 11,014 shares; 2025Q2: 10,829 shares; 2025Q3: 10,479 shares 10,479 $539K 0.21% -350 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: 5,349 shares; 2024Q4: 5,837 shares; 2025Q1: 5,164 shares; 2025Q2: 5,449 shares; 2025Q3: 5,310 shares 5,310 $539K 0.21% -139 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,415 shares; 2025Q1: 2,498 shares; 2025Q2: 2,494 shares; 2025Q3: 2,493 shares 2,493 $535K 0.21% -1 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,435 shares; 2025Q1: 2,135 shares; 2025Q2: 3,008 shares; 2025Q3: 3,017 shares 3,017 $535K 0.21% +9 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: 3,835 shares; 2024Q4: 3,034 shares; 2025Q1: 3,516 shares; 2025Q2: 2,768 shares; 2025Q3: 3,779 shares 3,779 $531K 0.21% +1,011 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: 2,165 shares; 2024Q4: 2,185 shares; 2025Q1: 1,952 shares; 2025Q2: 1,978 shares; 2025Q3: 1,929 shares 1,929 $528K 0.21% -49 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: 1,263 shares; 2024Q4: 1,286 shares; 2025Q1: 1,201 shares; 2025Q2: 1,128 shares; 2025Q3: 1,055 shares 1,055 $518K 0.2% -73 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: 3,950 shares; 2024Q4: 4,020 shares; 2025Q1: 4,091 shares; 2025Q2: 4,025 shares; 2025Q3: 4,093 shares 4,093 $516K 0.2% +68 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 857 shares; 2025Q1: 788 shares; 2025Q2: 821 shares; 2025Q3: 806 shares 806 $508K 0.2% -15 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: 727 shares; 2024Q4: 856 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,029 shares 1,029 $505K 0.2% -68 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 673 shares; 2025Q3: 673 shares 673 $502K 0.2% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 18,314 shares; 2025Q1: 16,175 shares; 2025Q2: 15,864 shares; 2025Q3: 12,643 shares 12,643 $499K 0.2% -3,221 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 20,879 shares; 2025Q1: 18,855 shares; 2025Q2: 18,767 shares; 2025Q3: 17,140 shares 17,140 $493K 0.2% -1,627 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,969 shares; 2025Q1: 1,703 shares; 2025Q2: 1,715 shares; 2025Q3: 1,670 shares 1,670 $490K 0.19% -45 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: 897 shares; 2024Q4: 760 shares; 2025Q1: 762 shares; 2025Q2: 774 shares; 2025Q3: 991 shares 991 $481K 0.19% +217 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,016 shares; 2025Q1: 1,356 shares; 2025Q2: 1,765 shares; 2025Q3: 1,830 shares 1,830 $469K 0.19% +65 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: 1,752 shares; 2024Q4: 1,957 shares; 2025Q1: 1,990 shares; 2025Q2: 1,793 shares; 2025Q3: 1,960 shares 1,960 $465K 0.18% +167 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: 2,784 shares; 2024Q4: 3,027 shares; 2025Q1: 2,787 shares; 2025Q2: 2,922 shares; 2025Q3: 2,913 shares 2,913 $463K 0.18% -9 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,264 shares; 2025Q1: 3,496 shares; 2025Q2: 3,681 shares; 2025Q3: 3,718 shares 3,718 $460K 0.18% +37 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,483 shares; 2025Q1: 1,329 shares; 2025Q2: 1,029 shares; 2025Q3: 864 shares 864 $457K 0.18% -165 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: 2,822 shares; 2024Q4: 3,600 shares; 2025Q1: 3,478 shares; 2025Q2: 3,195 shares; 2025Q3: 3,064 shares 3,064 $455K 0.18% -131 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,350 shares; 2025Q1: 1,242 shares; 2025Q2: 1,267 shares; 2025Q3: 1,016 shares 1,016 $454K 0.18% -251 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,661 shares; 2024Q4: 23,206 shares; 2025Q1: 22,787 shares; 2025Q2: 23,006 shares; 2025Q3: 21,475 shares 21,475 $449K 0.18% -1,531 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: 3,541 shares; 2025Q1: 1,855 shares; 2025Q2: 2,609 shares; 2025Q3: 3,646 shares 3,646 $446K 0.18% +1,037 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: 5,594 shares; 2024Q4: 5,881 shares; 2025Q1: 5,418 shares; 2025Q2: 5,506 shares; 2025Q3: 5,474 shares 5,474 $441K 0.17% -32 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: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 10,291 shares 10,291 $436K 0.17% +1,091 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 767 shares; 2025Q1: 782 shares; 2025Q2: 816 shares; 2025Q3: 883 shares 883 $436K 0.17% +67 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 842 shares; 2025Q2: 984 shares; 2025Q3: 704 shares 704 $433K 0.17% -280 Timeline IFRA 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: 5,828 shares; 2025Q2: 7,859 shares; 2025Q3: 8,181 shares 8,181 $432K 0.17% +322 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,140 shares; 2025Q1: 2,120 shares; 2025Q2: 1,788 shares; 2025Q3: 1,713 shares 1,713 $423K 0.17% -75 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: 11,242 shares; 2024Q4: 12,145 shares; 2025Q1: 11,493 shares; 2025Q2: 11,104 shares; 2025Q3: 9,361 shares 9,361 $422K 0.17% -1,743 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,865 shares; 2025Q1: 1,688 shares; 2025Q2: 1,687 shares; 2025Q3: 1,608 shares 1,608 $412K 0.16% -79 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,842 shares; 2024Q4: 30,272 shares; 2025Q1: 27,924 shares; 2025Q2: 27,252 shares; 2025Q3: 25,435 shares 25,435 $405K 0.16% -1,817 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,068 shares; 2024Q4: 25,969 shares; 2025Q1: 36,028 shares; 2025Q2: 28,609 shares; 2025Q3: 25,130 shares 25,130 $404K 0.16% -3,479 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,729 shares; 2025Q1: 4,743 shares; 2025Q2: 5,119 shares; 2025Q3: 5,342 shares 5,342 $403K 0.16% +223 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: 2,805 shares; 2024Q4: 2,811 shares; 2025Q1: 2,651 shares; 2025Q2: 2,248 shares; 2025Q3: 2,194 shares 2,194 $403K 0.16% -54 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: 1,755 shares; 2024Q4: 1,736 shares; 2025Q1: 1,494 shares; 2025Q2: 1,422 shares; 2025Q3: 1,355 shares 1,355 $403K 0.16% -67 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,158 shares; 2025Q3: 5,904 shares 5,904 $402K 0.16% +1,746 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: 1,787 shares; 2024Q4: 1,778 shares; 2025Q1: 1,735 shares; 2025Q2: 1,458 shares; 2025Q3: 1,295 shares 1,295 $402K 0.16% -163 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: 1,510 shares; 2024Q4: 1,553 shares; 2025Q1: 1,432 shares; 2025Q2: 1,411 shares; 2025Q3: 1,415 shares 1,415 $395K 0.16% +4 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: 2,081 shares; 2024Q4: 1,796 shares; 2025Q1: 1,830 shares; 2025Q2: 2,175 shares; 2025Q3: 2,035 shares 2,035 $392K 0.16% -140 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: 1,065 shares; 2024Q4: 1,420 shares; 2025Q1: 1,370 shares; 2025Q2: 1,455 shares; 2025Q3: 1,641 shares 1,641 $388K 0.15% +186 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,056 shares; 2025Q1: 1,748 shares; 2025Q2: 1,759 shares; 2025Q3: 1,622 shares 1,622 $386K 0.15% -137 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,211 shares; 2025Q1: 1,144 shares; 2025Q2: 1,294 shares; 2025Q3: 1,094 shares 1,094 $386K 0.15% -200 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: 4,474 shares; 2024Q4: 4,745 shares; 2025Q1: 5,054 shares; 2025Q2: 5,708 shares; 2025Q3: 5,815 shares 5,815 $384K 0.15% +107 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,589 shares; 2025Q1: 2,315 shares; 2025Q2: 2,372 shares; 2025Q3: 2,524 shares 2,524 $384K 0.15% +152 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: 294 shares; 2025Q1: 283 shares; 2025Q2: 312 shares; 2025Q3: 329 shares 329 $384K 0.15% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: 3,453 shares 3,453 $383K 0.15% +441 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: not reported; 2025Q1: 5,481 shares; 2025Q2: 5,088 shares; 2025Q3: 5,023 shares 5,023 $379K 0.15% -65 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,570 shares; 2025Q1: 1,393 shares; 2025Q2: 1,427 shares; 2025Q3: 1,392 shares 1,392 $379K 0.15% -35 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: 773 shares; 2024Q4: 744 shares; 2025Q1: 504 shares; 2025Q2: 560 shares; 2025Q3: 750 shares 750 $374K 0.15% +190 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: 1,033 shares; 2024Q4: 1,017 shares; 2025Q1: 945 shares; 2025Q2: 929 shares; 2025Q3: 922 shares 922 $373K 0.15% -7 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,233 shares; 2025Q1: 3,969 shares; 2025Q2: 4,185 shares; 2025Q3: 4,121 shares 4,121 $371K 0.15% -64 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: 1,185 shares; 2024Q4: 1,150 shares; 2025Q1: 952 shares; 2025Q2: 974 shares; 2025Q3: 883 shares 883 $366K 0.14% -91 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,786 shares; 2025Q1: 1,609 shares; 2025Q2: 1,445 shares; 2025Q3: 1,350 shares 1,350 $365K 0.14% -95 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,843 shares; 2025Q1: 4,301 shares; 2025Q2: 4,191 shares; 2025Q3: 3,900 shares 3,900 $364K 0.14% -291 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,326 shares; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 10,393 shares; 2025Q3: 10,832 shares 10,832 $363K 0.14% +439 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: 1,834 shares; 2024Q4: 1,980 shares; 2025Q1: 2,159 shares; 2025Q2: 2,368 shares; 2025Q3: 2,320 shares 2,320 $360K 0.14% -48 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,612 shares; 2025Q1: 1,587 shares; 2025Q2: 1,756 shares; 2025Q3: 1,582 shares 1,582 $359K 0.14% -174 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 16,565 shares; 2025Q3: 16,565 shares 16,565 $359K 0.14% 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: 1,135 shares; 2024Q4: 960 shares; 2025Q1: 780 shares; 2025Q2: 895 shares; 2025Q3: 850 shares 850 $359K 0.14% -45 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: 2,519 shares; 2024Q4: 2,567 shares; 2025Q1: 2,884 shares; 2025Q2: 2,650 shares; 2025Q3: 2,659 shares 2,659 $349K 0.14% +9 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: 2,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 2,145 shares 2,145 $347K 0.14% +545 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: 593 shares; 2024Q4: 480 shares; 2025Q1: 446 shares; 2025Q2: 517 shares; 2025Q3: 617 shares 617 $347K 0.14% +100 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 1,487 shares; 2025Q1: 2,102 shares; 2025Q2: 2,052 shares; 2025Q3: 1,786 shares 1,786 $343K 0.14% -266 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 1,028 shares; 2025Q2: 1,079 shares; 2025Q3: 1,051 shares 1,051 $340K 0.13% -28 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 261 shares; 2025Q1: 244 shares; 2025Q2: 245 shares; 2025Q3: 227 shares 227 $340K 0.13% -18 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,366 shares 2,366 $339K 0.13% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 1,727 shares 1,727 $338K 0.13% +448 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: 2,392 shares; 2024Q4: 1,619 shares; 2025Q1: 1,650 shares; 2025Q2: 2,157 shares; 2025Q3: 1,982 shares 1,982 $334K 0.13% -175 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,326 shares; 2025Q1: 3,043 shares; 2025Q2: 2,955 shares; 2025Q3: 2,827 shares 2,827 $333K 0.13% -128 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,054 shares; 2025Q1: 1,057 shares; 2025Q2: 1,076 shares; 2025Q3: 1,041 shares 1,041 $331K 0.13% -35 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: 598 shares; 2024Q4: 522 shares; 2025Q1: 662 shares; 2025Q2: 657 shares; 2025Q3: 695 shares 695 $330K 0.13% +38 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: 735 shares; 2024Q4: 763 shares; 2025Q1: 731 shares; 2025Q2: 1,023 shares; 2025Q3: 1,162 shares 1,162 $328K 0.13% +139 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: 993 shares; 2024Q4: 887 shares; 2025Q1: 783 shares; 2025Q2: 918 shares; 2025Q3: 986 shares 986 $328K 0.13% +68 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: 409 shares; 2024Q4: 376 shares; 2025Q1: 424 shares; 2025Q2: 487 shares; 2025Q3: 423 shares 423 $327K 0.13% -64 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,227 shares; 2025Q1: 1,049 shares; 2025Q2: 1,108 shares; 2025Q3: 1,168 shares 1,168 $326K 0.13% +60 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: 2,165 shares; 2024Q4: 2,183 shares; 2025Q1: 2,018 shares; 2025Q2: 2,140 shares; 2025Q3: 1,607 shares 1,607 $324K 0.13% -533 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,906 shares; 2025Q1: 2,727 shares; 2025Q2: 2,679 shares; 2025Q3: 2,521 shares 2,521 $324K 0.13% -158 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: 1,886 shares; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: 2,105 shares; 2025Q3: 2,601 shares 2,601 $322K 0.13% +496 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: 1,021 shares; 2025Q1: 1,028 shares; 2025Q2: 1,088 shares; 2025Q3: 1,028 shares 1,028 $321K 0.13% -60 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: 1,914 shares 1,914 $320K 0.13% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,268 shares; 2025Q3: 3,343 shares 3,343 $319K 0.13% +75 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,397 shares; 2025Q1: 2,957 shares; 2025Q2: 2,903 shares; 2025Q3: 2,118 shares 2,118 $315K 0.12% -785 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: 1,173 shares; 2024Q4: 1,319 shares; 2025Q1: 1,069 shares; 2025Q2: 1,207 shares; 2025Q3: 1,092 shares 1,092 $313K 0.12% -115 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 752 shares; 2025Q1: 1,477 shares; 2025Q2: 1,357 shares; 2025Q3: 1,147 shares 1,147 $313K 0.12% -210 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,074 shares 9,074 $312K 0.12% new 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: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 338 shares 338 $311K 0.12% +16 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,560 shares; 2025Q1: 1,895 shares; 2025Q2: 1,617 shares; 2025Q3: 2,299 shares 2,299 $310K 0.12% +682 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: not reported; 2024Q4: 488 shares; 2025Q1: 495 shares; 2025Q2: 826 shares; 2025Q3: 675 shares 675 $309K 0.12% -151 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,762 shares; 2025Q1: 3,198 shares; 2025Q2: 3,055 shares; 2025Q3: 2,925 shares 2,925 $303K 0.12% -130 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,702 shares; 2025Q1: 2,618 shares; 2025Q2: 2,575 shares; 2025Q3: 2,386 shares 2,386 $302K 0.12% -189 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: 1,122 shares; 2024Q4: 1,251 shares; 2025Q1: 1,120 shares; 2025Q2: 1,546 shares; 2025Q3: 1,221 shares 1,221 $301K 0.12% -325 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 3,161 shares 3,161 $301K 0.12% +814 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: 1,210 shares; 2025Q1: 1,140 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares 1,155 $298K 0.12% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 832 shares 832 $296K 0.12% +122 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 667 shares; 2025Q1: 748 shares; 2025Q2: 792 shares; 2025Q3: 753 shares 753 $295K 0.12% -39 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: 9,078 shares; 2024Q4: 8,702 shares; 2025Q1: 8,260 shares; 2025Q2: 9,573 shares; 2025Q3: 9,326 shares 9,326 $293K 0.12% -247 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 8,053 shares; 2025Q1: 6,863 shares; 2025Q2: 5,273 shares; 2025Q3: 4,269 shares 4,269 $293K 0.12% -1,004 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,031 shares; 2024Q4: 7,621 shares; 2025Q1: 6,089 shares; 2025Q2: 5,856 shares; 2025Q3: 8,194 shares 8,194 $292K 0.12% +2,338 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 4,358 shares; 2025Q1: 4,238 shares; 2025Q2: 4,308 shares; 2025Q3: 4,249 shares 4,249 $286K 0.11% -59 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,298 shares 1,298 $285K 0.11% +36 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: 655 shares; 2024Q4: 701 shares; 2025Q1: 827 shares; 2025Q2: 789 shares; 2025Q3: 762 shares 762 $282K 0.11% -27 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 5,622 shares; 2025Q1: 6,422 shares; 2025Q2: 5,504 shares; 2025Q3: 4,691 shares 4,691 $280K 0.11% -813 MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 4,476 shares; 2025Q1: 4,394 shares; 2025Q2: 4,680 shares; 2025Q3: 4,286 shares 4,286 $275K 0.11% -394 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,857 shares; 2025Q1: 3,505 shares; 2025Q2: 3,445 shares; 2025Q3: 3,322 shares 3,322 $274K 0.11% -123 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: 2,284 shares; 2024Q4: 2,697 shares; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 3,897 shares 3,897 $272K 0.11% +162 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $270K 0.11% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: not reported; 2025Q1: 2,545 shares; 2025Q2: 2,416 shares; 2025Q3: 1,867 shares 1,867 $268K 0.11% -549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,483 shares 10,483 $267K 0.11% new Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,825 shares; 2025Q1: 3,191 shares; 2025Q2: 3,124 shares; 2025Q3: 2,458 shares 2,458 $267K 0.11% -666 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: 6,628 shares; 2025Q1: 7,421 shares; 2025Q2: 7,522 shares; 2025Q3: 6,799 shares 6,799 $267K 0.11% -723 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583 shares 583 $266K 0.11% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,515 shares; 2025Q1: 1,342 shares; 2025Q2: 1,404 shares; 2025Q3: 1,396 shares 1,396 $265K 0.1% -8 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: 422 shares; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 427 shares; 2025Q3: 435 shares 435 $265K 0.1% +8 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: 11,870 shares; 2024Q4: 10,778 shares; 2025Q1: 10,032 shares; 2025Q2: 7,476 shares; 2025Q3: 7,440 shares 7,440 $264K 0.1% -36 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares 3,696 $262K 0.1% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 14,009 shares; 2025Q1: 14,028 shares; 2025Q2: 13,967 shares; 2025Q3: 11,053 shares 11,053 $261K 0.1% -2,914 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,551 shares; 2025Q1: 10,551 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares 10,551 $261K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: 789 shares 789 $255K 0.1% new 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: 834 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares 859 $252K 0.1% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,112 shares 1,112 $251K 0.1% -6 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,278 shares 1,278 $251K 0.1% -20 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,285 shares; 2025Q1: 2,232 shares; 2025Q2: 2,231 shares; 2025Q3: 2,231 shares 2,231 $249K 0.1% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares 3,333 $248K 0.1% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 972 shares 972 $247K 0.1% +66 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 956 shares; 2025Q1: 975 shares; 2025Q2: 908 shares; 2025Q3: 818 shares 818 $245K 0.1% -90 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: 1,906 shares; 2024Q4: 1,905 shares; 2025Q1: 1,826 shares; 2025Q2: 1,641 shares; 2025Q3: 1,231 shares 1,231 $244K 0.1% -410 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,554 shares; 2025Q3: 3,999 shares 3,999 $243K 0.1% +445 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: 5,014 shares; 2024Q4: 3,849 shares; 2025Q1: 3,858 shares; 2025Q2: 2,924 shares; 2025Q3: 2,869 shares 2,869 $243K 0.1% -55 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: 3,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,192 shares 1,192 $243K 0.1% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 4,450 shares; 2025Q3: 4,177 shares 4,177 $242K 0.1% -273 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares 1,800 $241K 0.1% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,089 shares; 2025Q1: 2,020 shares; 2025Q2: 2,172 shares; 2025Q3: 1,731 shares 1,731 $241K 0.1% -441 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: 687 shares; 2024Q4: 661 shares; 2025Q1: 628 shares; 2025Q2: 596 shares; 2025Q3: 500 shares 500 $238K 0.09% -96 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,162 shares 1,162 $236K 0.09% -153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares 1,497 $236K 0.09% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares 2,030 $233K 0.09% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 374 shares; 2025Q3: 331 shares 331 $231K 0.09% -43 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: 4,791 shares; 2024Q4: 3,864 shares; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 4,056 shares 4,056 $230K 0.09% -751 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,121 shares; 2025Q1: not reported; 2025Q2: 1,833 shares; 2025Q3: 1,769 shares 1,769 $229K 0.09% -64 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares 649 $228K 0.09% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares 535 $226K 0.09% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,719 shares; 2025Q1: 1,558 shares; 2025Q2: 1,534 shares; 2025Q3: 1,401 shares 1,401 $226K 0.09% -133 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,370 shares; 2025Q1: 1,334 shares; 2025Q2: 1,234 shares; 2025Q3: 1,198 shares 1,198 $225K 0.09% -36 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: 3,511 shares; 2024Q4: 3,387 shares; 2025Q1: 4,115 shares; 2025Q2: 4,046 shares; 2025Q3: 4,026 shares 4,026 $223K 0.09% -20 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares 643 $223K 0.09% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,866 shares; 2025Q1: 3,389 shares; 2025Q2: 3,315 shares; 2025Q3: 2,975 shares 2,975 $222K 0.09% -340 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares 4,507 $221K 0.09% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,209 shares 1,209 $216K 0.09% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 12,287 shares; 2025Q2: 7,287 shares; 2025Q3: 7,469 shares 7,469 $216K 0.09% +182 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares 352 $215K 0.09% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,974 shares 1,974 $213K 0.08% new Timeline INSM INSMED INC More: the full row for INSMED 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: 1,453 shares 1,453 $209K 0.08% new 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: 2,380 shares; 2024Q4: 2,309 shares; 2025Q1: 1,998 shares; 2025Q2: 1,894 shares; 2025Q3: 1,865 shares 1,865 $209K 0.08% -29 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,336 shares 6,336 $208K 0.08% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,505 shares; 2025Q3: 4,167 shares 4,167 $205K 0.08% -338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares 211 $204K 0.08% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares 282 $203K 0.08% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares 846 $203K 0.08% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 4,074 shares; 2025Q1: 3,712 shares; 2025Q2: 2,745 shares; 2025Q3: 3,010 shares 3,010 $202K 0.08% +265 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE 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: 2,283 shares 2,283 $201K 0.08% new Timeline MINT 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: not reported; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares 1,994 $201K 0.08% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 17,819 shares; 2025Q1: 15,334 shares; 2025Q2: 14,722 shares; 2025Q3: 12,592 shares 12,592 $190K 0.08% -2,130 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 19,292 shares; 2025Q1: 12,470 shares; 2025Q2: 16,131 shares; 2025Q3: 13,735 shares 13,735 $181K 0.07% -2,396 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares 23,000 $138K 0.05% 0 Timeline