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: 220,444 shares; 2024Q4: 249,087 shares; 2025Q1: 236,057 shares; 2025Q2: 239,169 shares; 2025Q3: 250,606 shares 250,606 $63.8M 4.98% +11,437 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: 55,675 shares; 2024Q4: 76,151 shares; 2025Q1: 94,495 shares; 2025Q2: 95,031 shares; 2025Q3: 95,165 shares 95,165 $63.4M 4.95% +134 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: 102,210 shares; 2024Q4: 114,183 shares; 2025Q1: 100,371 shares; 2025Q2: 102,826 shares; 2025Q3: 108,660 shares 108,660 $56.3M 4.4% +5,834 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: 264,053 shares; 2024Q4: 289,535 shares; 2025Q1: 269,752 shares; 2025Q2: 264,162 shares; 2025Q3: 300,417 shares 300,417 $56.1M 4.38% +36,255 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,548 shares; 2024Q4: 71,126 shares; 2025Q1: 74,761 shares; 2025Q2: 74,185 shares; 2025Q3: 75,819 shares 75,819 $50.7M 3.96% +1,634 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: 30,013 shares; 2024Q4: 32,755 shares; 2025Q1: 55,477 shares; 2025Q2: 57,465 shares; 2025Q3: 57,666 shares 57,666 $35.3M 2.76% +201 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: 88,564 shares; 2024Q4: 101,119 shares; 2025Q1: 98,887 shares; 2025Q2: 100,521 shares; 2025Q3: 108,194 shares 108,194 $26.3M 2.05% +7,673 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,300 shares; 2024Q4: 1,630,350 shares; 2025Q1: 1,632,350 shares; 2025Q2: 1,618,160 shares; 2025Q3: 1,618,160 shares 1,618,160 $25.4M 1.98% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,372 shares; 2024Q4: 51,899 shares; 2025Q1: 51,349 shares; 2025Q2: 53,685 shares; 2025Q3: 53,695 shares 53,695 $25.2M 1.96% +10 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: 110,837 shares; 2024Q4: 122,190 shares; 2025Q1: 101,205 shares; 2025Q2: 104,476 shares; 2025Q3: 112,250 shares 112,250 $24.6M 1.93% +7,774 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: 42,137 shares; 2024Q4: 54,684 shares; 2025Q1: 58,040 shares; 2025Q2: 58,940 shares; 2025Q3: 64,976 shares 64,976 $20.5M 1.6% +6,036 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: 20,359 shares; 2024Q4: 23,088 shares; 2025Q1: 24,387 shares; 2025Q2: 25,243 shares; 2025Q3: 27,824 shares 27,824 $20.4M 1.6% +2,581 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: 45,110 shares; 2024Q4: 48,968 shares; 2025Q1: 49,156 shares; 2025Q2: 49,904 shares; 2025Q3: 61,590 shares 61,590 $20.3M 1.59% +11,686 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: 72,356 shares; 2024Q4: 72,794 shares; 2025Q1: 74,429 shares; 2025Q2: 75,171 shares; 2025Q3: 76,183 shares 76,183 $18.6M 1.45% +1,012 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: 38,638 shares; 2024Q4: 42,106 shares; 2025Q1: 51,029 shares; 2025Q2: 51,258 shares; 2025Q3: 52,156 shares 52,156 $18.5M 1.45% +898 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: 56,048 shares; 2024Q4: 69,072 shares; 2025Q1: 56,950 shares; 2025Q2: 56,132 shares; 2025Q3: 56,043 shares 56,043 $16.5M 1.29% -89 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,280 shares; 2024Q4: 550,280 shares; 2025Q1: 553,280 shares; 2025Q2: 543,915 shares; 2025Q3: 543,915 shares 543,915 $16.1M 1.26% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,847 shares; 2024Q4: 161,454 shares; 2025Q1: 161,558 shares; 2025Q2: 161,228 shares; 2025Q3: 161,799 shares 161,799 $15.6M 1.22% +571 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,463 shares; 2024Q4: 50,821 shares; 2025Q1: 60,197 shares; 2025Q2: 60,951 shares; 2025Q3: 60,048 shares 60,048 $14.5M 1.13% -903 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: 19,803 shares; 2024Q4: 22,528 shares; 2025Q1: 23,880 shares; 2025Q2: 25,692 shares; 2025Q3: 27,989 shares 27,989 $14.1M 1.1% +2,297 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: 84,325 shares; 2024Q4: 84,479 shares; 2025Q1: 154,601 shares; 2025Q2: 175,513 shares; 2025Q3: 190,589 shares 190,589 $12.4M 0.97% +15,076 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: 34,378 shares; 2024Q4: 258,157 shares; 2025Q1: 207,085 shares; 2025Q2: 205,807 shares; 2025Q3: 225,610 shares 225,610 $11.6M 0.91% +19,803 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,508 shares; 2024Q4: 75,902 shares; 2025Q1: 90,366 shares; 2025Q2: 85,812 shares; 2025Q3: 88,293 shares 88,293 $10.5M 0.82% +2,481 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: 77,095 shares; 2024Q4: 85,846 shares; 2025Q1: 90,481 shares; 2025Q2: 90,994 shares; 2025Q3: 89,842 shares 89,842 $10.1M 0.79% -1,152 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,532 shares; 2024Q4: 135,405 shares; 2025Q1: 112,195 shares; 2025Q2: 111,300 shares; 2025Q3: 115,435 shares 115,435 $10.1M 0.79% +4,135 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: 15,054 shares; 2024Q4: 19,563 shares; 2025Q1: 20,669 shares; 2025Q2: 20,205 shares; 2025Q3: 21,346 shares 21,346 $9.49M 0.74% +1,141 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: 46,366 shares; 2024Q4: 45,741 shares; 2025Q1: 44,943 shares; 2025Q2: 46,105 shares; 2025Q3: 45,307 shares 45,307 $9.22M 0.72% -798 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: 21,262 shares; 2024Q4: 23,880 shares; 2025Q1: 25,221 shares; 2025Q2: 25,740 shares; 2025Q3: 26,477 shares 26,477 $9.04M 0.71% +737 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: 12,728 shares; 2024Q4: 15,860 shares; 2025Q1: 18,452 shares; 2025Q2: 19,156 shares; 2025Q3: 31,439 shares 31,439 $8.84M 0.69% +12,283 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: 12,116 shares; 2024Q4: 28,272 shares; 2025Q1: 40,146 shares; 2025Q2: 43,977 shares; 2025Q3: 47,899 shares 47,899 $8.74M 0.68% +3,922 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,862 shares; 2024Q4: 127,920 shares; 2025Q1: 139,755 shares; 2025Q2: 136,196 shares; 2025Q3: 135,697 shares 135,697 $8.13M 0.64% -499 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,876 shares; 2024Q4: 33,556 shares; 2025Q1: 56,421 shares; 2025Q2: 78,345 shares; 2025Q3: 82,056 shares 82,056 $7.66M 0.6% +3,711 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: 17,554 shares; 2024Q4: 16,859 shares; 2025Q1: 7,942 shares; 2025Q2: 8,053 shares; 2025Q3: 8,204 shares 8,204 $7.59M 0.59% +151 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 13,845 shares; 2025Q1: 11,334 shares; 2025Q2: 12,441 shares; 2025Q3: 12,606 shares 12,606 $7.57M 0.59% +165 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: 24,745 shares; 2024Q4: 26,959 shares; 2025Q1: 28,519 shares; 2025Q2: 28,374 shares; 2025Q3: 32,325 shares 32,325 $7.48M 0.58% +3,951 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: 28,760 shares; 2024Q4: 29,973 shares; 2025Q1: 32,609 shares; 2025Q2: 32,731 shares; 2025Q3: 37,346 shares 37,346 $6.92M 0.54% +4,615 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,608 shares; 2024Q4: 55,964 shares; 2025Q1: 55,012 shares; 2025Q2: 55,286 shares; 2025Q3: 55,236 shares 55,236 $6.66M 0.52% -50 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: 4,476 shares; 2024Q4: 7,418 shares; 2025Q1: 7,211 shares; 2025Q2: 7,314 shares; 2025Q3: 8,348 shares 8,348 $6.65M 0.52% +1,034 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: 10,200 shares; 2024Q4: 10,992 shares; 2025Q1: 12,546 shares; 2025Q2: 13,034 shares; 2025Q3: 15,763 shares 15,763 $6.39M 0.5% +2,729 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: 6,943 shares; 2024Q4: 7,179 shares; 2025Q1: 7,955 shares; 2025Q2: 7,900 shares; 2025Q3: 8,169 shares 8,169 $6.23M 0.49% +269 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: 40,249 shares; 2024Q4: 36,495 shares; 2025Q1: 36,854 shares; 2025Q2: 32,782 shares; 2025Q3: 32,037 shares 32,037 $6.23M 0.49% -745 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: 31,527 shares; 2024Q4: 31,737 shares; 2025Q1: 30,377 shares; 2025Q2: 33,820 shares; 2025Q3: 38,646 shares 38,646 $6M 0.47% +4,826 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: 4,177 shares; 2024Q4: 4,536 shares; 2025Q1: 4,557 shares; 2025Q2: 4,702 shares; 2025Q3: 4,883 shares 4,883 $5.85M 0.46% +181 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,775 shares; 2025Q1: 8,787 shares; 2025Q2: 126,612 shares; 2025Q3: 152,999 shares 152,999 $5.7M 0.45% +26,387 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: 5,654 shares; 2024Q4: 8,262 shares; 2025Q1: 8,602 shares; 2025Q2: 8,744 shares; 2025Q3: 18,630 shares 18,630 $5.6M 0.44% +9,886 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: 8,684 shares; 2024Q4: 10,005 shares; 2025Q1: 9,970 shares; 2025Q2: 10,245 shares; 2025Q3: 11,697 shares 11,697 $5.58M 0.44% +1,452 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: 12,696 shares; 2024Q4: 27,209 shares; 2025Q1: 25,065 shares; 2025Q2: 25,069 shares; 2025Q3: 26,651 shares 26,651 $5.43M 0.42% +1,582 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,019 shares; 2024Q4: 99,657 shares; 2025Q1: 100,999 shares; 2025Q2: 88,914 shares; 2025Q3: 92,322 shares 92,322 $5.31M 0.41% +3,408 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 21,401 shares; 2025Q1: 21,174 shares; 2025Q2: 19,109 shares; 2025Q3: 19,109 shares 19,109 $5.23M 0.41% 0 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: 20,201 shares; 2024Q4: 21,229 shares; 2025Q1: 22,799 shares; 2025Q2: 22,112 shares; 2025Q3: 30,390 shares 30,390 $5.06M 0.39% +8,278 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 34,641 shares; 2025Q1: 34,719 shares; 2025Q2: 35,071 shares; 2025Q3: 35,071 shares 35,071 $4.99M 0.39% 0 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: 26,666 shares; 2024Q4: 32,263 shares; 2025Q1: 41,199 shares; 2025Q2: 45,963 shares; 2025Q3: 47,567 shares 47,567 $4.9M 0.38% +1,604 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,434 shares; 2024Q4: 54,652 shares; 2025Q1: 54,429 shares; 2025Q2: 54,358 shares; 2025Q3: 54,358 shares 54,358 $4.86M 0.38% 0 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: 63,799 shares; 2024Q4: 59,909 shares; 2025Q1: 59,711 shares; 2025Q2: 60,986 shares; 2025Q3: 69,539 shares 69,539 $4.76M 0.37% +8,553 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: 27,139 shares; 2024Q4: 28,744 shares; 2025Q1: 28,574 shares; 2025Q2: 29,481 shares; 2025Q3: 29,845 shares 29,845 $4.74M 0.37% +364 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,049 shares 61,049 $4.59M 0.36% new 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: 11,615 shares; 2024Q4: 12,741 shares; 2025Q1: 12,738 shares; 2025Q2: 13,465 shares; 2025Q3: 27,052 shares 27,052 $4.53M 0.35% +13,587 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 5,109 shares; 2025Q1: 7,527 shares; 2025Q2: 7,377 shares; 2025Q3: 7,352 shares 7,352 $4.38M 0.34% -25 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,054 shares; 2024Q4: 83,646 shares; 2025Q1: 83,265 shares; 2025Q2: 102,603 shares; 2025Q3: 99,594 shares 99,594 $4.26M 0.33% -3,009 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: 26,625 shares; 2024Q4: 28,724 shares; 2025Q1: 28,675 shares; 2025Q2: 28,974 shares; 2025Q3: 67,248 shares 67,248 $4.26M 0.33% +38,274 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: 2,374 shares; 2024Q4: 3,945 shares; 2025Q1: 8,659 shares; 2025Q2: 12,536 shares; 2025Q3: 24,707 shares 24,707 $4.22M 0.33% +12,171 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,052 shares; 2024Q4: 108,001 shares; 2025Q1: 106,620 shares; 2025Q2: 107,216 shares; 2025Q3: 106,429 shares 106,429 $4.17M 0.33% -787 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,664 shares; 2025Q1: 3,504 shares; 2025Q2: 3,458 shares; 2025Q3: 3,784 shares 3,784 $4.08M 0.32% +326 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: 23,691 shares; 2024Q4: 29,121 shares; 2025Q1: 24,338 shares; 2025Q2: 23,850 shares; 2025Q3: 26,421 shares 26,421 $4.06M 0.32% +2,571 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: 5,107 shares; 2024Q4: 6,185 shares; 2025Q1: 6,251 shares; 2025Q2: 6,412 shares; 2025Q3: 7,035 shares 7,035 $4M 0.31% +623 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: 5,567 shares; 2024Q4: 6,117 shares; 2025Q1: 6,099 shares; 2025Q2: 5,675 shares; 2025Q3: 8,002 shares 8,002 $3.99M 0.31% +2,327 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: 40,301 shares; 2024Q4: 40,301 shares; 2025Q1: 39,301 shares; 2025Q2: 42,440 shares; 2025Q3: 41,910 shares 41,910 $3.99M 0.31% -530 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,878 shares; 2024Q4: 13,351 shares; 2025Q1: 14,055 shares; 2025Q2: 14,086 shares; 2025Q3: 14,090 shares 14,090 $3.97M 0.31% +4 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,945 shares; 2024Q4: 52,886 shares; 2025Q1: 50,719 shares; 2025Q2: 50,719 shares; 2025Q3: 52,816 shares 52,816 $3.84M 0.3% +2,097 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: 7,719 shares; 2024Q4: 8,276 shares; 2025Q1: 9,943 shares; 2025Q2: 10,000 shares; 2025Q3: 10,024 shares 10,024 $3.75M 0.29% +24 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,701 shares; 2024Q4: 25,573 shares; 2025Q1: 25,629 shares; 2025Q2: 26,361 shares; 2025Q3: 26,287 shares 26,287 $3.67M 0.29% -74 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,873 shares; 2024Q4: 69,768 shares; 2025Q1: 67,528 shares; 2025Q2: 67,758 shares; 2025Q3: 67,490 shares 67,490 $3.66M 0.29% -268 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: 18,637 shares; 2024Q4: 19,969 shares; 2025Q1: 20,195 shares; 2025Q2: 20,290 shares; 2025Q3: 26,530 shares 26,530 $3.55M 0.28% +6,240 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: 21,705 shares; 2024Q4: 23,910 shares; 2025Q1: 23,452 shares; 2025Q2: 23,582 shares; 2025Q3: 24,081 shares 24,081 $3.48M 0.27% +499 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 22,018 shares; 2025Q1: 38,705 shares; 2025Q2: 34,686 shares; 2025Q3: 34,967 shares 34,967 $3.48M 0.27% +281 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: 42,274 shares; 2024Q4: 46,571 shares; 2025Q1: 37,083 shares; 2025Q2: 36,285 shares; 2025Q3: 40,089 shares 40,089 $3.36M 0.26% +3,804 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,485 shares; 2024Q4: 32,464 shares; 2025Q1: 31,469 shares; 2025Q2: 32,281 shares; 2025Q3: 39,938 shares 39,938 $3.35M 0.26% +7,657 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,224 shares; 2024Q4: 9,996 shares; 2025Q1: 10,255 shares; 2025Q2: 12,502 shares; 2025Q3: 13,133 shares 13,133 $3.34M 0.26% +631 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: 8,356 shares; 2024Q4: 9,956 shares; 2025Q1: 9,469 shares; 2025Q2: 8,640 shares; 2025Q3: 9,646 shares 9,646 $3.33M 0.26% +1,006 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 7,983 shares; 2025Q1: 8,480 shares; 2025Q2: 8,841 shares; 2025Q3: 11,229 shares 11,229 $3.17M 0.25% +2,388 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: 24,701 shares; 2024Q4: 16,988 shares; 2025Q1: 17,407 shares; 2025Q2: 19,013 shares; 2025Q3: 19,259 shares 19,259 $3.12M 0.24% +246 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: 907 shares; 2024Q4: 1,718 shares; 2025Q1: 2,111 shares; 2025Q2: 2,373 shares; 2025Q3: 5,043 shares 5,043 $3.1M 0.24% +2,670 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: 3,665 shares; 2024Q4: 3,762 shares; 2025Q1: 3,727 shares; 2025Q2: 13,861 shares; 2025Q3: 14,193 shares 14,193 $3.02M 0.24% +332 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: 10,322 shares; 2024Q4: 11,759 shares; 2025Q1: 12,134 shares; 2025Q2: 11,882 shares; 2025Q3: 12,503 shares 12,503 $2.96M 0.23% +621 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,550 shares; 2024Q4: 35,180 shares; 2025Q1: 38,519 shares; 2025Q2: 40,798 shares; 2025Q3: 43,673 shares 43,673 $2.88M 0.22% +2,875 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: 3,179 shares; 2024Q4: 3,355 shares; 2025Q1: 3,635 shares; 2025Q2: 3,648 shares; 2025Q3: 3,723 shares 3,723 $2.88M 0.22% +75 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,566 shares; 2025Q1: 23,114 shares; 2025Q2: 33,117 shares; 2025Q3: 33,117 shares 33,117 $2.76M 0.22% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 16,826 shares; 2025Q1: 15,845 shares; 2025Q2: 16,380 shares; 2025Q3: 16,484 shares 16,484 $2.76M 0.22% +104 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,402 shares; 2025Q1: 5,849 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares 5,849 $2.71M 0.21% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,643 shares; 2025Q1: 4,271 shares; 2025Q2: 4,074 shares; 2025Q3: 5,522 shares 5,522 $2.68M 0.21% +1,448 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: 1,201 shares; 2025Q1: 1,160 shares; 2025Q2: 1,201 shares; 2025Q3: 3,515 shares 3,515 $2.53M 0.2% +2,314 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,637 shares; 2024Q4: 42,110 shares; 2025Q1: 67,549 shares; 2025Q2: 66,294 shares; 2025Q3: 66,294 shares 66,294 $2.5M 0.2% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,934 shares; 2024Q4: 10,464 shares; 2025Q1: 10,249 shares; 2025Q2: 10,382 shares; 2025Q3: 11,800 shares 11,800 $2.48M 0.19% +1,418 Timeline VOT 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: 3,334 shares; 2024Q4: 6,997 shares; 2025Q1: 6,550 shares; 2025Q2: 8,389 shares; 2025Q3: 8,389 shares 8,389 $2.46M 0.19% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 10,769 shares; 2025Q1: 10,769 shares; 2025Q2: 11,111 shares; 2025Q3: 11,111 shares 11,111 $2.4M 0.19% 0 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: 7,844 shares; 2024Q4: 7,915 shares; 2025Q1: 7,700 shares; 2025Q2: 7,853 shares; 2025Q3: 8,013 shares 8,013 $2.35M 0.18% +160 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: 11,905 shares; 2024Q4: 13,052 shares; 2025Q1: 14,684 shares; 2025Q2: 14,143 shares; 2025Q3: 16,357 shares 16,357 $2.3M 0.18% +2,214 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 5,056 shares; 2025Q1: 5,447 shares; 2025Q2: 8,780 shares; 2025Q3: 9,669 shares 9,669 $2.27M 0.18% +889 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $2.26M 0.18% 0 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: 6,869 shares; 2024Q4: 7,241 shares; 2025Q1: 7,394 shares; 2025Q2: 7,237 shares; 2025Q3: 7,330 shares 7,330 $2.23M 0.17% +93 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,097 shares; 2024Q4: 108,193 shares; 2025Q1: 91,002 shares; 2025Q2: 50,645 shares; 2025Q3: 43,494 shares 43,494 $2.18M 0.17% -7,151 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,763 shares; 2025Q1: 1,736 shares; 2025Q2: 1,747 shares; 2025Q3: 2,359 shares 2,359 $2.17M 0.17% +612 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: 7,331 shares; 2024Q4: 8,511 shares; 2025Q1: 8,492 shares; 2025Q2: 8,615 shares; 2025Q3: 16,492 shares 16,492 $2.16M 0.17% +7,877 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,609 shares; 2025Q1: 4,623 shares; 2025Q2: 4,651 shares; 2025Q3: 7,555 shares 7,555 $2.13M 0.17% +2,904 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: 9,199 shares; 2024Q4: 8,475 shares; 2025Q1: 8,669 shares; 2025Q2: 9,618 shares; 2025Q3: 13,132 shares 13,132 $2.13M 0.17% +3,514 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,117 shares; 2025Q1: 1,872 shares; 2025Q2: 1,738 shares; 2025Q3: 1,781 shares 1,781 $2.08M 0.16% +43 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; 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: 49,943 shares; 2025Q3: 51,059 shares 51,059 $2.06M 0.16% +1,116 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 16,878 shares; 2025Q1: 15,944 shares; 2025Q2: 14,494 shares; 2025Q3: 14,494 shares 14,494 $2.06M 0.16% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,698 shares; 2024Q4: 27,651 shares; 2025Q1: 29,259 shares; 2025Q2: 29,916 shares; 2025Q3: 30,551 shares 30,551 $2.06M 0.16% +635 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 21,939 shares; 2025Q1: 22,904 shares; 2025Q2: 22,974 shares; 2025Q3: 22,984 shares 22,984 $2.05M 0.16% +10 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: 32,453 shares; 2024Q4: 28,904 shares; 2025Q1: 28,924 shares; 2025Q2: 29,380 shares; 2025Q3: 30,929 shares 30,929 $2.05M 0.16% +1,549 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,417 shares; 2024Q4: 12,524 shares; 2025Q1: 12,418 shares; 2025Q2: 13,005 shares; 2025Q3: 21,060 shares 21,060 $2M 0.16% +8,055 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,546 shares; 2025Q1: 3,972 shares; 2025Q2: 5,485 shares; 2025Q3: 6,053 shares 6,053 $1.99M 0.16% +568 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 31,141 shares; 2025Q1: 31,409 shares; 2025Q2: 42,054 shares; 2025Q3: 42,054 shares 42,054 $1.97M 0.15% 0 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: 1,592 shares; 2024Q4: 1,609 shares; 2025Q1: 1,675 shares; 2025Q2: 1,598 shares; 2025Q3: 3,195 shares 3,195 $1.95M 0.15% +1,597 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 7,428 shares; 2025Q1: 5,897 shares; 2025Q2: 8,906 shares; 2025Q3: 14,979 shares 14,979 $1.95M 0.15% +6,073 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 12,037 shares; 2025Q1: 12,316 shares; 2025Q2: 11,478 shares; 2025Q3: 11,371 shares 11,371 $1.94M 0.15% -107 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: 13,477 shares; 2025Q1: 13,574 shares; 2025Q2: 14,067 shares; 2025Q3: 14,203 shares 14,203 $1.9M 0.15% +136 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: 5,466 shares; 2025Q1: 5,326 shares; 2025Q2: 6,947 shares; 2025Q3: 9,152 shares 9,152 $1.87M 0.15% +2,205 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,789 shares 8,789 $1.87M 0.15% new 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: 42,286 shares; 2024Q4: 43,856 shares; 2025Q1: 41,122 shares; 2025Q2: 43,222 shares; 2025Q3: 52,100 shares 52,100 $1.85M 0.14% +8,878 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 3,402 shares; 2025Q1: 4,544 shares; 2025Q2: 4,719 shares; 2025Q3: 5,001 shares 5,001 $1.85M 0.14% +282 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: 1,413 shares; 2024Q4: 2,555 shares; 2025Q1: 2,862 shares; 2025Q2: 3,908 shares; 2025Q3: 3,845 shares 3,845 $1.84M 0.14% -63 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: 2,290 shares; 2024Q4: 2,446 shares; 2025Q1: 2,550 shares; 2025Q2: 2,595 shares; 2025Q3: 4,009 shares 4,009 $1.83M 0.14% +1,414 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: 3,024 shares; 2024Q4: 3,200 shares; 2025Q1: 3,354 shares; 2025Q2: 3,347 shares; 2025Q3: 3,839 shares 3,839 $1.82M 0.14% +492 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: 10,203 shares; 2025Q1: 10,907 shares; 2025Q2: 11,206 shares; 2025Q3: 12,500 shares 12,500 $1.82M 0.14% +1,294 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,858 shares; 2024Q4: 41,960 shares; 2025Q1: 41,960 shares; 2025Q2: 41,960 shares; 2025Q3: 105,003 shares 105,003 $1.8M 0.14% +63,043 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: 8,808 shares; 2024Q4: 8,942 shares; 2025Q1: 8,706 shares; 2025Q2: 8,965 shares; 2025Q3: 7,617 shares 7,617 $1.8M 0.14% -1,348 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: 31,581 shares; 2024Q4: 36,935 shares; 2025Q1: 39,893 shares; 2025Q2: 42,985 shares; 2025Q3: 40,650 shares 40,650 $1.79M 0.14% -2,335 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,198 shares; 2025Q1: 3,558 shares; 2025Q2: 3,624 shares; 2025Q3: 6,822 shares 6,822 $1.78M 0.14% +3,198 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,930 shares 34,930 $1.75M 0.14% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,925 shares; 2025Q1: 8,050 shares; 2025Q2: 8,358 shares; 2025Q3: 8,424 shares 8,424 $1.73M 0.14% +66 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: 3,984 shares; 2024Q4: 5,639 shares; 2025Q1: 4,828 shares; 2025Q2: 5,227 shares; 2025Q3: 5,179 shares 5,179 $1.72M 0.13% -48 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,095 shares; 2024Q4: 26,258 shares; 2025Q1: 27,802 shares; 2025Q2: 31,493 shares; 2025Q3: 30,493 shares 30,493 $1.69M 0.13% -1,000 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: 946 shares; 2024Q4: 1,016 shares; 2025Q1: 1,011 shares; 2025Q2: 15,170 shares; 2025Q3: 15,504 shares 15,504 $1.67M 0.13% +334 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,875 shares; 2024Q4: 28,545 shares; 2025Q1: 29,319 shares; 2025Q2: 31,087 shares; 2025Q3: 31,087 shares 31,087 $1.66M 0.13% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 9,445 shares; 2025Q1: 9,438 shares; 2025Q2: 9,259 shares; 2025Q3: 9,321 shares 9,321 $1.65M 0.13% +62 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: 7,810 shares; 2024Q4: 7,138 shares; 2025Q1: 6,167 shares; 2025Q2: 5,513 shares; 2025Q3: 9,754 shares 9,754 $1.64M 0.13% +4,241 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 16,530 shares; 2025Q1: 16,529 shares; 2025Q2: 16,768 shares; 2025Q3: 16,692 shares 16,692 $1.63M 0.13% -76 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: 33,723 shares; 2024Q4: 40,505 shares; 2025Q1: 43,396 shares; 2025Q2: 44,755 shares; 2025Q3: 56,795 shares 56,795 $1.6M 0.13% +12,040 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: 4,235 shares; 2024Q4: 5,287 shares; 2025Q1: 7,401 shares; 2025Q2: 7,570 shares; 2025Q3: 7,794 shares 7,794 $1.57M 0.12% +224 Timeline ITA 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: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,470 shares; 2025Q3: 7,470 shares 7,470 $1.56M 0.12% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,161 shares; 2024Q4: 12,774 shares; 2025Q1: 10,774 shares; 2025Q2: 11,345 shares; 2025Q3: 10,695 shares 10,695 $1.56M 0.12% -650 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: 2,052 shares; 2024Q4: 2,222 shares; 2025Q1: 1,627 shares; 2025Q2: 1,777 shares; 2025Q3: 5,455 shares 5,455 $1.52M 0.12% +3,678 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: 167 shares; 2024Q4: 196 shares; 2025Q1: 305 shares; 2025Q2: 342 shares; 2025Q3: 353 shares 353 $1.51M 0.12% +11 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: 5,560 shares; 2024Q4: 5,842 shares; 2025Q1: 5,417 shares; 2025Q2: 5,339 shares; 2025Q3: 5,941 shares 5,941 $1.49M 0.12% +602 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: 16,542 shares; 2024Q4: 17,547 shares; 2025Q1: 17,544 shares; 2025Q2: 18,640 shares; 2025Q3: 19,716 shares 19,716 $1.49M 0.12% +1,076 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: 31,674 shares; 2024Q4: 35,031 shares; 2025Q1: 33,595 shares; 2025Q2: 16,954 shares; 2025Q3: 15,708 shares 15,708 $1.49M 0.12% -1,246 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: 4,788 shares; 2025Q2: 4,693 shares; 2025Q3: 10,295 shares 10,295 $1.47M 0.12% +5,602 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: 1,395 shares; 2024Q4: 890 shares; 2025Q1: 960 shares; 2025Q2: 1,250 shares; 2025Q3: 1,489 shares 1,489 $1.44M 0.11% +239 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,428 shares; 2025Q1: 4,441 shares; 2025Q2: 4,619 shares; 2025Q3: 4,620 shares 4,620 $1.42M 0.11% +1 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,384 shares; 2025Q1: 8,675 shares; 2025Q2: 8,760 shares; 2025Q3: 10,705 shares 10,705 $1.41M 0.11% +1,945 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: 6,771 shares; 2024Q4: 11,392 shares; 2025Q1: 11,066 shares; 2025Q2: 12,131 shares; 2025Q3: 12,329 shares 12,329 $1.41M 0.11% +198 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: 5,956 shares; 2024Q4: 5,787 shares; 2025Q1: 6,251 shares; 2025Q2: 6,122 shares; 2025Q3: 5,714 shares 5,714 $1.41M 0.11% -408 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,374 shares; 2024Q4: 41,374 shares; 2025Q1: 41,374 shares; 2025Q2: 41,371 shares; 2025Q3: 44,568 shares 44,568 $1.39M 0.11% +3,197 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: 4,495 shares; 2024Q4: 5,025 shares; 2025Q1: 4,219 shares; 2025Q2: 4,129 shares; 2025Q3: 3,948 shares 3,948 $1.39M 0.11% -181 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: 1,163 shares; 2024Q4: 2,401 shares; 2025Q1: 2,508 shares; 2025Q2: 2,641 shares; 2025Q3: 2,815 shares 2,815 $1.38M 0.11% +174 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: 16,761 shares; 2025Q1: 16,888 shares; 2025Q2: 15,678 shares; 2025Q3: 15,678 shares 15,678 $1.38M 0.11% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,716 shares; 2025Q1: 1,830 shares; 2025Q2: 1,947 shares; 2025Q3: 1,968 shares 1,968 $1.34M 0.1% +21 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,693 shares; 2025Q1: 3,802 shares; 2025Q2: 3,825 shares; 2025Q3: 12,020 shares 12,020 $1.31M 0.1% +8,195 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares 7,695 $1.3M 0.1% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 919 shares; 2025Q1: 911 shares; 2025Q2: 906 shares; 2025Q3: 977 shares 977 $1.29M 0.1% +71 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: 1,037 shares; 2024Q4: 1,106 shares; 2025Q1: 1,081 shares; 2025Q2: 1,262 shares; 2025Q3: 3,706 shares 3,706 $1.26M 0.1% +2,444 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: 7,286 shares; 2024Q4: 6,276 shares; 2025Q1: 13,686 shares; 2025Q2: 16,314 shares; 2025Q3: 16,731 shares 16,731 $1.26M 0.1% +417 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: 2,576 shares; 2024Q4: 6,663 shares; 2025Q1: 6,663 shares; 2025Q2: 6,524 shares; 2025Q3: 6,739 shares 6,739 $1.26M 0.1% +215 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,934 shares; 2025Q1: 1,937 shares; 2025Q2: 2,001 shares; 2025Q3: 7,924 shares 7,924 $1.24M 0.1% +5,923 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: 437 shares; 2025Q3: 531 shares 531 $1.24M 0.1% +94 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,785 shares; 2025Q1: 4,732 shares; 2025Q2: 4,764 shares; 2025Q3: 4,741 shares 4,741 $1.23M 0.1% -23 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,913 shares; 2024Q4: 21,457 shares; 2025Q1: 21,677 shares; 2025Q2: 42,557 shares; 2025Q3: 24,845 shares 24,845 $1.22M 0.1% -17,712 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: 6,759 shares; 2024Q4: 6,185 shares; 2025Q1: 6,191 shares; 2025Q2: 6,210 shares; 2025Q3: 5,933 shares 5,933 $1.2M 0.09% -277 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: not reported; 2024Q4: 1,959 shares; 2025Q1: 2,166 shares; 2025Q2: 3,149 shares; 2025Q3: 5,531 shares 5,531 $1.19M 0.09% +2,382 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: 4,355 shares; 2024Q4: 4,459 shares; 2025Q1: 4,559 shares; 2025Q2: 4,731 shares; 2025Q3: 6,393 shares 6,393 $1.17M 0.09% +1,662 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: 6,369 shares; 2024Q4: 7,164 shares; 2025Q1: 6,297 shares; 2025Q2: 5,828 shares; 2025Q3: 5,864 shares 5,864 $1.16M 0.09% +36 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,426 shares; 2025Q1: 1,492 shares; 2025Q2: 1,447 shares; 2025Q3: 1,477 shares 1,477 $1.16M 0.09% +30 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: 23,624 shares; 2024Q4: 9,932 shares; 2025Q1: 8,788 shares; 2025Q2: 11,027 shares; 2025Q3: 11,380 shares 11,380 $1.16M 0.09% +353 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,679 shares; 2025Q2: 5,690 shares; 2025Q3: 6,426 shares 6,426 $1.15M 0.09% +736 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,146 shares; 2025Q1: 1,055 shares; 2025Q2: 1,162 shares; 2025Q3: 4,112 shares 4,112 $1.13M 0.09% +2,950 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,412 shares 7,412 $1.12M 0.09% new 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: 3,465 shares; 2024Q4: 3,740 shares; 2025Q1: 3,343 shares; 2025Q2: 3,465 shares; 2025Q3: 5,790 shares 5,790 $1.11M 0.09% +2,325 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: 15,430 shares; 2024Q4: 16,381 shares; 2025Q1: 15,617 shares; 2025Q2: 16,589 shares; 2025Q3: 16,769 shares 16,769 $1.11M 0.09% +180 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 1,250 shares; 2025Q1: 1,125 shares; 2025Q2: 1,201 shares; 2025Q3: 1,157 shares 1,157 $1.1M 0.09% -44 Timeline SHY 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: 19,397 shares; 2024Q4: 13,397 shares; 2025Q1: 13,397 shares; 2025Q2: 13,217 shares; 2025Q3: 13,217 shares 13,217 $1.1M 0.09% 0 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: 4,142 shares; 2024Q4: 4,189 shares; 2025Q1: 4,111 shares; 2025Q2: 3,992 shares; 2025Q3: 4,378 shares 4,378 $1.08M 0.08% +386 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: 2,640 shares; 2024Q4: 2,664 shares; 2025Q1: 2,613 shares; 2025Q2: 2,856 shares; 2025Q3: 3,029 shares 3,029 $1.06M 0.08% +173 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 7,622 shares; 2025Q1: 7,209 shares; 2025Q2: 8,961 shares; 2025Q3: 10,779 shares 10,779 $1.06M 0.08% +1,818 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,285 shares; 2025Q1: 2,380 shares; 2025Q2: 2,455 shares; 2025Q3: 2,346 shares 2,346 $1.05M 0.08% -109 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: 3,783 shares; 2024Q4: 3,673 shares; 2025Q1: 3,526 shares; 2025Q2: 3,691 shares; 2025Q3: 3,707 shares 3,707 $1.05M 0.08% +16 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,999 shares; 2024Q4: 9,524 shares; 2025Q1: 9,256 shares; 2025Q2: 8,980 shares; 2025Q3: 9,069 shares 9,069 $1.04M 0.08% +89 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 3,389 shares; 2025Q1: 3,386 shares; 2025Q2: 3,282 shares; 2025Q3: 3,239 shares 3,239 $1.04M 0.08% -43 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,710 shares; 2025Q3: 24,908 shares 24,908 $1.03M 0.08% +12,198 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 4,633 shares; 2025Q1: 4,595 shares; 2025Q2: 4,619 shares; 2025Q3: 4,649 shares 4,649 $1.03M 0.08% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,014 shares 18,014 $1.02M 0.08% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,013 shares 46,013 $1.01M 0.08% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,713 shares; 2025Q1: 2,286 shares; 2025Q2: 2,172 shares; 2025Q3: 2,193 shares 2,193 $1M 0.08% +21 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,576 shares; 2024Q4: 15,101 shares; 2025Q1: 18,888 shares; 2025Q2: 18,896 shares; 2025Q3: 18,598 shares 18,598 $1M 0.08% -298 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: 2,105 shares; 2024Q4: 3,080 shares; 2025Q1: 3,551 shares; 2025Q2: 3,682 shares; 2025Q3: 3,673 shares 3,673 $1M 0.08% -9 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,650 shares 50,650 $998K 0.08% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 3,698 shares 3,698 $988K 0.08% +2,828 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,262 shares; 2025Q3: 7,112 shares 7,112 $973K 0.08% +2,850 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,531 shares; 2025Q1: 1,799 shares; 2025Q2: 1,874 shares; 2025Q3: 1,993 shares 1,993 $970K 0.08% +119 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,954 shares; 2025Q3: 2,954 shares 2,954 $969K 0.08% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,704 shares; 2025Q1: 7,447 shares; 2025Q2: 7,610 shares; 2025Q3: 7,826 shares 7,826 $968K 0.08% +216 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,584 shares 4,584 $947K 0.07% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,157 shares; 2025Q1: 2,173 shares; 2025Q2: 2,183 shares; 2025Q3: 2,194 shares 2,194 $935K 0.07% +11 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: 5,158 shares; 2024Q4: 6,325 shares; 2025Q1: 6,399 shares; 2025Q2: 6,530 shares; 2025Q3: 7,532 shares 7,532 $932K 0.07% +1,002 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: 12,205 shares; 2024Q4: 10,662 shares; 2025Q1: 12,005 shares; 2025Q2: 12,537 shares; 2025Q3: 14,900 shares 14,900 $931K 0.07% +2,363 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: 149 shares; 2024Q4: 165 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 172 shares 172 $929K 0.07% +5 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,844 shares; 2024Q4: 17,719 shares; 2025Q1: 16,462 shares; 2025Q2: 19,864 shares; 2025Q3: 19,466 shares 19,466 $928K 0.07% -398 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 7,002 shares; 2025Q1: 7,153 shares; 2025Q2: 7,308 shares; 2025Q3: 7,106 shares 7,106 $926K 0.07% -202 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,798 shares; 2025Q1: 9,459 shares; 2025Q2: 9,350 shares; 2025Q3: 9,199 shares 9,199 $925K 0.07% -151 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: 7,771 shares; 2024Q4: 7,771 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares 7,635 $922K 0.07% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 12,894 shares; 2025Q1: 22,993 shares; 2025Q2: 21,778 shares; 2025Q3: 20,425 shares 20,425 $921K 0.07% -1,353 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,977 shares; 2025Q1: 6,977 shares; 2025Q2: 6,977 shares; 2025Q3: 7,172 shares 7,172 $918K 0.07% +195 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,969 shares; 2025Q1: 6,397 shares; 2025Q2: 6,266 shares; 2025Q3: 6,239 shares 6,239 $913K 0.07% -27 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: not reported; 2025Q3: 12,273 shares 12,273 $913K 0.07% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,029 shares; 2024Q4: 9,753 shares; 2025Q1: 10,550 shares; 2025Q2: 10,824 shares; 2025Q3: 12,407 shares 12,407 $887K 0.07% +1,583 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,469 shares; 2025Q1: 4,906 shares; 2025Q2: 5,169 shares; 2025Q3: 5,210 shares 5,210 $883K 0.07% +41 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,572 shares; 2025Q1: 5,564 shares; 2025Q2: 5,565 shares; 2025Q3: 5,692 shares 5,692 $878K 0.07% +127 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 15,141 shares; 2025Q1: 9,232 shares; 2025Q2: 7,856 shares; 2025Q3: 7,849 shares 7,849 $877K 0.07% -7 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,607 shares; 2024Q4: 7,284 shares; 2025Q1: 7,362 shares; 2025Q2: 9,134 shares; 2025Q3: 8,655 shares 8,655 $868K 0.07% -479 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,031 shares; 2025Q1: 3,080 shares; 2025Q2: 3,024 shares; 2025Q3: 2,987 shares 2,987 $861K 0.07% -37 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: 13,177 shares; 2024Q4: 13,976 shares; 2025Q1: 14,468 shares; 2025Q2: 14,554 shares; 2025Q3: 7,529 shares 7,529 $844K 0.07% -7,025 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,270 shares; 2025Q1: 3,224 shares; 2025Q2: 3,440 shares; 2025Q3: 3,407 shares 3,407 $837K 0.07% -33 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 3,669 shares; 2025Q1: 4,521 shares; 2025Q2: 4,636 shares; 2025Q3: 4,697 shares 4,697 $837K 0.07% +61 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: 2,252 shares; 2024Q4: 2,686 shares; 2025Q1: 2,633 shares; 2025Q2: 2,776 shares; 2025Q3: 2,783 shares 2,783 $836K 0.07% +7 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: 1,006 shares; 2024Q4: 1,075 shares; 2025Q1: 2,828 shares; 2025Q2: 2,951 shares; 2025Q3: 2,994 shares 2,994 $836K 0.07% +43 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: 965 shares; 2024Q4: 1,341 shares; 2025Q1: 1,057 shares; 2025Q2: 1,071 shares; 2025Q3: 1,100 shares 1,100 $834K 0.07% +29 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: 25,835 shares; 2024Q4: 24,518 shares; 2025Q1: 15,750 shares; 2025Q2: 27,283 shares; 2025Q3: 32,384 shares 32,384 $825K 0.06% +5,101 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: 2,607 shares; 2024Q4: 2,488 shares; 2025Q1: 2,498 shares; 2025Q2: 2,521 shares; 2025Q3: 2,526 shares 2,526 $817K 0.06% +5 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 17,975 shares; 2025Q1: 17,975 shares; 2025Q2: 17,975 shares; 2025Q3: 17,975 shares 17,975 $816K 0.06% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,837 shares; 2024Q4: 6,579 shares; 2025Q1: 7,256 shares; 2025Q2: 8,086 shares; 2025Q3: 8,519 shares 8,519 $813K 0.06% +433 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,504 shares; 2024Q4: 14,159 shares; 2025Q1: 14,902 shares; 2025Q2: 14,869 shares; 2025Q3: 14,682 shares 14,682 $812K 0.06% -187 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 22,815 shares; 2025Q2: 22,864 shares; 2025Q3: 22,957 shares 22,957 $810K 0.06% +93 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,411 shares 16,411 $800K 0.06% new 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: 3,648 shares; 2024Q4: 3,469 shares; 2025Q1: 3,297 shares; 2025Q2: 3,349 shares; 2025Q3: 3,632 shares 3,632 $797K 0.06% +283 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: 5,465 shares; 2024Q4: 5,520 shares; 2025Q1: 5,604 shares; 2025Q2: 5,355 shares; 2025Q3: 2,019 shares 2,019 $791K 0.06% -3,336 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,713 shares; 2024Q4: 13,952 shares; 2025Q1: 13,265 shares; 2025Q2: 12,536 shares; 2025Q3: 29,315 shares 29,315 $773K 0.06% +16,779 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: 27,529 shares; 2024Q4: 31,264 shares; 2025Q1: 25,907 shares; 2025Q2: 23,932 shares; 2025Q3: 24,341 shares 24,341 $765K 0.06% +409 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,146 shares; 2025Q1: 1,090 shares; 2025Q2: 1,145 shares; 2025Q3: 1,176 shares 1,176 $764K 0.06% +31 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,131 shares; 2025Q1: 26,459 shares; 2025Q2: 18,893 shares; 2025Q3: 22,755 shares 22,755 $763K 0.06% +3,862 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares 3,816 $754K 0.06% 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: 897 shares; 2025Q1: 922 shares; 2025Q2: 992 shares; 2025Q3: 1,065 shares 1,065 $743K 0.06% +73 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,044 shares; 2025Q1: 2,071 shares; 2025Q2: 2,027 shares; 2025Q3: 2,076 shares 2,076 $740K 0.06% +49 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: 2,864 shares; 2024Q4: 2,963 shares; 2025Q1: 3,020 shares; 2025Q2: 2,971 shares; 2025Q3: 3,034 shares 3,034 $726K 0.06% +63 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: 1,072 shares; 2024Q4: 1,106 shares; 2025Q1: 1,092 shares; 2025Q2: 1,113 shares; 2025Q3: 1,115 shares 1,115 $703K 0.05% +2 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 2,012 shares; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 6,767 shares 6,767 $702K 0.05% +4,708 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 6,381 shares; 2025Q1: 5,427 shares; 2025Q2: 5,557 shares; 2025Q3: 5,750 shares 5,750 $698K 0.05% +193 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: 501 shares; 2024Q4: 447 shares; 2025Q1: 427 shares; 2025Q2: not reported; 2025Q3: 1,239 shares 1,239 $697K 0.05% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,679 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,276 shares 9,276 $697K 0.05% new Timeline IBB 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: 5,253 shares; 2024Q4: 5,118 shares; 2025Q1: 5,009 shares; 2025Q2: 5,052 shares; 2025Q3: 4,815 shares 4,815 $695K 0.05% -237 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: 3,994 shares; 2024Q4: 4,098 shares; 2025Q1: 4,223 shares; 2025Q2: 4,292 shares; 2025Q3: 4,349 shares 4,349 $685K 0.05% +57 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,219 shares; 2025Q1: 1,205 shares; 2025Q2: 1,194 shares; 2025Q3: 1,203 shares 1,203 $682K 0.05% +9 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 3,143 shares; 2025Q1: 3,140 shares; 2025Q2: 2,757 shares; 2025Q3: 7,161 shares 7,161 $682K 0.05% +4,404 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,398 shares; 2024Q4: 15,815 shares; 2025Q1: 15,242 shares; 2025Q2: 14,857 shares; 2025Q3: 14,913 shares 14,913 $671K 0.05% +56 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 35,000 shares; 2025Q3: 35,000 shares 35,000 $666K 0.05% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 2,368 shares; 2025Q1: 2,190 shares; 2025Q2: 2,111 shares; 2025Q3: 2,129 shares 2,129 $665K 0.05% +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: not reported; 2024Q4: 8,131 shares; 2025Q1: 15,583 shares; 2025Q2: 8,011 shares; 2025Q3: 8,049 shares 8,049 $660K 0.05% +38 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 16,578 shares; 2025Q1: 16,563 shares; 2025Q2: 16,589 shares; 2025Q3: 16,632 shares 16,632 $653K 0.05% +43 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,266 shares; 2025Q1: 4,862 shares; 2025Q2: 6,239 shares; 2025Q3: 6,239 shares 6,239 $652K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 5,024 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,681 shares 4,681 $651K 0.05% -312 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 7,759 shares; 2025Q1: 8,354 shares; 2025Q2: 8,371 shares; 2025Q3: 8,354 shares 8,354 $641K 0.05% -17 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: 1,401 shares; 2024Q4: 1,343 shares; 2025Q1: 1,192 shares; 2025Q2: 1,190 shares; 2025Q3: 1,530 shares 1,530 $634K 0.05% +340 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: 2,895 shares; 2024Q4: 3,067 shares; 2025Q1: 3,155 shares; 2025Q2: 3,185 shares; 2025Q3: 4,566 shares 4,566 $621K 0.05% +1,381 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,831 shares 21,831 $618K 0.05% new 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: 7,832 shares; 2024Q4: 8,227 shares; 2025Q1: 7,529 shares; 2025Q2: 7,795 shares; 2025Q3: 7,291 shares 7,291 $617K 0.05% -504 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,772 shares 13,772 $614K 0.05% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 953 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 2,101 shares 2,101 $607K 0.05% +1,182 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: 3,296 shares; 2024Q4: 3,386 shares; 2025Q1: 3,365 shares; 2025Q2: 3,410 shares; 2025Q3: 7,504 shares 7,504 $605K 0.05% +4,094 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,800 shares; 2025Q1: 1,817 shares; 2025Q2: 1,870 shares; 2025Q3: 1,923 shares 1,923 $596K 0.05% +53 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,405 shares; 2025Q1: 3,320 shares; 2025Q2: 3,472 shares; 2025Q3: 3,638 shares 3,638 $594K 0.05% +166 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: 1,149 shares; 2024Q4: 1,242 shares; 2025Q1: 1,193 shares; 2025Q2: 1,233 shares; 2025Q3: 1,407 shares 1,407 $594K 0.05% +174 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 9,139 shares; 2025Q1: 9,658 shares; 2025Q2: 9,888 shares; 2025Q3: 9,683 shares 9,683 $592K 0.05% -205 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 10,344 shares 10,344 $591K 0.05% +6,760 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 6,214 shares; 2025Q1: 5,572 shares; 2025Q2: 5,700 shares; 2025Q3: 5,713 shares 5,713 $582K 0.05% +13 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: 2,932 shares; 2024Q4: 3,010 shares; 2025Q1: 2,749 shares; 2025Q2: 2,952 shares; 2025Q3: 3,002 shares 3,002 $579K 0.05% +50 Timeline FOXA FOX CORP More: the full row for FOX 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: 9,077 shares; 2025Q2: 9,352 shares; 2025Q3: 9,101 shares 9,101 $574K 0.04% -251 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 17,912 shares 17,912 $572K 0.04% 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: 2,296 shares; 2024Q4: 2,540 shares; 2025Q1: 2,468 shares; 2025Q2: 2,312 shares; 2025Q3: 2,881 shares 2,881 $564K 0.04% +569 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,719 shares; 2025Q1: 8,856 shares; 2025Q2: 9,421 shares; 2025Q3: 9,317 shares 9,317 $556K 0.04% -104 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: 3,244 shares; 2024Q4: 3,472 shares; 2025Q1: 3,433 shares; 2025Q2: 3,613 shares; 2025Q3: 6,751 shares 6,751 $556K 0.04% +3,138 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: 4,494 shares; 2024Q4: 4,709 shares; 2025Q1: 4,716 shares; 2025Q2: 5,291 shares; 2025Q3: 4,986 shares 4,986 $553K 0.04% -305 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 5,806 shares; 2025Q1: 2,104 shares; 2025Q2: 2,146 shares; 2025Q3: 2,117 shares 2,117 $551K 0.04% -29 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares 3,150 $550K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,093 shares; 2025Q1: 1,050 shares; 2025Q2: 1,088 shares; 2025Q3: 1,147 shares 1,147 $547K 0.04% +59 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 8,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,146 shares 22,146 $545K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,725 shares; 2025Q1: 1,742 shares; 2025Q2: 1,781 shares; 2025Q3: 1,783 shares 1,783 $545K 0.04% +2 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 5,258 shares 5,258 $540K 0.04% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,030 shares; 2025Q2: 14,030 shares; 2025Q3: 14,030 shares 14,030 $538K 0.04% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares 12,200 $536K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares 716 $535K 0.04% new 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: not reported; 2024Q4: 1,475 shares; 2025Q1: 1,961 shares; 2025Q2: 2,076 shares; 2025Q3: 3,432 shares 3,432 $533K 0.04% +1,356 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,707 shares; 2025Q2: 18,707 shares; 2025Q3: 19,486 shares 19,486 $532K 0.04% +779 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,373 shares; 2025Q1: 5,230 shares; 2025Q2: 5,579 shares; 2025Q3: 5,658 shares 5,658 $531K 0.04% +79 Timeline VBK 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: 1,193 shares; 2025Q1: 1,131 shares; 2025Q2: 1,787 shares; 2025Q3: 1,775 shares 1,775 $528K 0.04% -12 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 5,084 shares; 2025Q2: 5,142 shares; 2025Q3: 5,176 shares 5,176 $520K 0.04% +34 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 11,274 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares 11,373 $518K 0.04% 0 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: 951 shares; 2024Q4: 1,102 shares; 2025Q1: 954 shares; 2025Q2: 1,176 shares; 2025Q3: 1,047 shares 1,047 $517K 0.04% -129 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: 577 shares; 2024Q4: 553 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 538 shares 538 $513K 0.04% -3 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,261 shares; 2025Q1: 2,164 shares; 2025Q2: 2,015 shares; 2025Q3: 2,014 shares 2,014 $512K 0.04% -1 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: 1,734 shares; 2024Q4: 2,169 shares; 2025Q1: 2,612 shares; 2025Q2: 2,665 shares; 2025Q3: 2,712 shares 2,712 $510K 0.04% +47 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 732 shares; 2025Q1: 750 shares; 2025Q2: 777 shares; 2025Q3: 797 shares 797 $509K 0.04% +20 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares 75,000 $506K 0.04% 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: 4,051 shares; 2024Q4: 1,626 shares; 2025Q1: 1,691 shares; 2025Q2: 1,541 shares; 2025Q3: 1,563 shares 1,563 $505K 0.04% +22 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: 1,782 shares; 2024Q4: 1,561 shares; 2025Q1: 1,432 shares; 2025Q2: 1,460 shares; 2025Q3: 1,570 shares 1,570 $499K 0.04% +110 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: 1,025 shares; 2024Q4: 1,067 shares; 2025Q1: 1,129 shares; 2025Q2: 1,158 shares; 2025Q3: 1,163 shares 1,163 $491K 0.04% +5 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: 10,739 shares; 2025Q1: 12,916 shares; 2025Q2: 13,910 shares; 2025Q3: 40,821 shares 40,821 $488K 0.04% +26,911 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares 10,516 $488K 0.04% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,828 shares; 2025Q1: 5,858 shares; 2025Q2: 5,853 shares; 2025Q3: 5,764 shares 5,764 $486K 0.04% -89 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,579 shares; 2025Q1: 2,500 shares; 2025Q2: 2,106 shares; 2025Q3: 2,095 shares 2,095 $481K 0.04% -11 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 7,099 shares; 2025Q1: 7,364 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares 6,999 $480K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,159 shares; 2025Q1: 3,096 shares; 2025Q2: 3,113 shares; 2025Q3: 3,138 shares 3,138 $478K 0.04% +25 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: 6,305 shares; 2024Q4: 6,614 shares; 2025Q1: 6,914 shares; 2025Q2: 6,984 shares; 2025Q3: 7,040 shares 7,040 $474K 0.04% +56 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,551 shares 10,551 $470K 0.04% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 9,195 shares; 2025Q1: 10,358 shares; 2025Q2: 10,390 shares; 2025Q3: 10,435 shares 10,435 $470K 0.04% +45 Timeline VBR 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: 2,085 shares; 2024Q4: 2,415 shares; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares 2,247 $469K 0.04% 0 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,240 shares; 2025Q3: 10,240 shares 10,240 $468K 0.04% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,882 shares; 2025Q1: 3,823 shares; 2025Q2: 3,709 shares; 2025Q3: 3,625 shares 3,625 $467K 0.04% -84 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,967 shares 5,967 $465K 0.04% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,836 shares 7,836 $465K 0.04% new GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,212 shares; 2024Q4: 9,185 shares; 2025Q1: 7,532 shares; 2025Q2: 7,565 shares; 2025Q3: 7,528 shares 7,528 $459K 0.04% -37 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares 5,500 $458K 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: not reported; 2025Q1: 3,764 shares; 2025Q2: 5,213 shares; 2025Q3: 5,414 shares 5,414 $456K 0.04% +201 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: 11,681 shares; 2024Q4: 11,823 shares; 2025Q1: 11,067 shares; 2025Q2: 11,570 shares; 2025Q3: 11,617 shares 11,617 $456K 0.04% +47 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,045 shares; 2024Q4: 19,045 shares; 2025Q1: 9,045 shares; 2025Q2: 9,045 shares; 2025Q3: 9,045 shares 9,045 $455K 0.04% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 945 shares; 2025Q1: 928 shares; 2025Q2: 917 shares; 2025Q3: 911 shares 911 $454K 0.04% -6 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,812 shares; 2024Q4: 15,171 shares; 2025Q1: 14,025 shares; 2025Q2: 14,575 shares; 2025Q3: 5,666 shares 5,666 $453K 0.04% -8,909 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 9,032 shares; 2025Q1: 9,032 shares; 2025Q2: 9,032 shares; 2025Q3: 9,032 shares 9,032 $451K 0.04% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,392 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares 1,394 $450K 0.04% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,970 shares; 2024Q4: 8,074 shares; 2025Q1: 8,281 shares; 2025Q2: 8,274 shares; 2025Q3: 8,266 shares 8,266 $450K 0.04% -8 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,336 shares; 2024Q4: 10,336 shares; 2025Q1: 10,336 shares; 2025Q2: 10,337 shares; 2025Q3: 10,458 shares 10,458 $449K 0.04% +121 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,764 shares; 2025Q1: 4,702 shares; 2025Q2: 4,745 shares; 2025Q3: 4,775 shares 4,775 $445K 0.03% +30 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,226 shares; 2025Q1: 2,084 shares; 2025Q2: 2,261 shares; 2025Q3: 2,344 shares 2,344 $440K 0.03% +83 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares 2,630 $433K 0.03% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,516 shares; 2025Q1: 1,718 shares; 2025Q2: 1,725 shares; 2025Q3: 1,704 shares 1,704 $429K 0.03% -21 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,625 shares; 2025Q1: 2,609 shares; 2025Q2: 2,867 shares; 2025Q3: 2,645 shares 2,645 $428K 0.03% -222 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,541 shares; 2025Q1: 1,057 shares; 2025Q2: 1,063 shares; 2025Q3: 1,115 shares 1,115 $421K 0.03% +52 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,687 shares 3,687 $420K 0.03% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,251 shares; 2025Q3: 12,742 shares 12,742 $419K 0.03% -1,509 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,228 shares; 2025Q1: 1,234 shares; 2025Q2: 1,204 shares; 2025Q3: 1,205 shares 1,205 $416K 0.03% +1 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: 4,931 shares; 2024Q4: 4,598 shares; 2025Q1: 4,537 shares; 2025Q2: 4,930 shares; 2025Q3: 5,321 shares 5,321 $408K 0.03% +391 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,335 shares; 2025Q1: 5,185 shares; 2025Q2: 4,791 shares; 2025Q3: 4,494 shares 4,494 $403K 0.03% -297 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 4,110 shares; 2025Q1: 4,126 shares; 2025Q2: 4,217 shares; 2025Q3: 4,410 shares 4,410 $401K 0.03% +193 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 6,563 shares; 2025Q1: 5,598 shares; 2025Q2: 4,386 shares; 2025Q3: 5,723 shares 5,723 $399K 0.03% +1,337 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,758 shares; 2025Q1: 1,920 shares; 2025Q2: 1,943 shares; 2025Q3: 1,962 shares 1,962 $396K 0.03% +19 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; 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: 3,518 shares 3,518 $395K 0.03% new 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: 687 shares; 2024Q4: 696 shares; 2025Q1: 701 shares; 2025Q2: 711 shares; 2025Q3: 799 shares 799 $393K 0.03% +88 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: 776 shares; 2024Q4: 1,005 shares; 2025Q1: 937 shares; 2025Q2: 833 shares; 2025Q3: 262 shares 262 $392K 0.03% -571 Timeline NYF 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: 5,755 shares; 2024Q4: 6,440 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares 7,290 $389K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,787 shares; 2025Q1: 2,772 shares; 2025Q2: 2,799 shares; 2025Q3: 2,788 shares 2,788 $389K 0.03% -11 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,291 shares; 2025Q1: 5,271 shares; 2025Q2: 5,386 shares; 2025Q3: 5,449 shares 5,449 $387K 0.03% +63 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,369 shares; 2025Q1: 4,275 shares; 2025Q2: 4,343 shares; 2025Q3: 4,355 shares 4,355 $385K 0.03% +12 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 534 shares; 2025Q1: 619 shares; 2025Q2: 536 shares; 2025Q3: 532 shares 532 $382K 0.03% -4 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 3,904 shares 3,904 $374K 0.03% -305 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,650 shares; 2025Q1: 3,654 shares; 2025Q2: 3,759 shares; 2025Q3: 3,772 shares 3,772 $371K 0.03% +13 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: 967 shares; 2024Q4: 1,093 shares; 2025Q1: 1,204 shares; 2025Q2: 1,261 shares; 2025Q3: 1,369 shares 1,369 $370K 0.03% +108 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,574 shares; 2025Q1: 12,224 shares; 2025Q2: 14,204 shares; 2025Q3: 14,204 shares 14,204 $364K 0.03% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,069 shares; 2025Q1: 2,507 shares; 2025Q2: 2,458 shares; 2025Q3: 2,987 shares 2,987 $362K 0.03% +529 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,900 shares; 2025Q1: 2,988 shares; 2025Q2: 2,747 shares; 2025Q3: 2,807 shares 2,807 $360K 0.03% +60 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 182 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 188 shares 188 $359K 0.03% +8 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: 12,104 shares; 2024Q4: 12,209 shares; 2025Q1: 12,238 shares; 2025Q2: 12,381 shares; 2025Q3: 12,421 shares 12,421 $359K 0.03% +40 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: 5,107 shares; 2024Q4: 15,866 shares; 2025Q1: 12,282 shares; 2025Q2: 12,491 shares; 2025Q3: 5,288 shares 5,288 $355K 0.03% -7,203 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 8,950 shares 8,950 $352K 0.03% +2,650 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 5,194 shares; 2025Q1: 3,954 shares; 2025Q2: 3,991 shares; 2025Q3: 4,178 shares 4,178 $351K 0.03% +187 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares 2,517 $349K 0.03% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,110 shares; 2025Q1: 1,063 shares; 2025Q2: 1,178 shares; 2025Q3: 1,274 shares 1,274 $349K 0.03% +96 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,020 shares; 2025Q1: 2,395 shares; 2025Q2: 2,502 shares; 2025Q3: 2,507 shares 2,507 $346K 0.03% +5 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: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,200 shares; 2025Q2: 4,494 shares; 2025Q3: 4,960 shares 4,960 $341K 0.03% +466 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,087 shares; 2025Q1: 2,871 shares; 2025Q2: 3,001 shares; 2025Q3: 3,087 shares 3,087 $339K 0.03% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,953 shares 6,953 $336K 0.03% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,611 shares; 2025Q1: 12,200 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares 7,524 $332K 0.03% 0 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: 1,614 shares; 2025Q3: 1,689 shares 1,689 $331K 0.03% +75 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 6,375 shares; 2025Q1: 5,960 shares; 2025Q2: 6,174 shares; 2025Q3: 6,214 shares 6,214 $330K 0.03% +40 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 345 shares; 2025Q3: 400 shares 400 $330K 0.03% +55 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 5,333 shares; 2025Q1: 6,631 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares 3,079 $328K 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,944 shares 2,944 $326K 0.03% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: 795 shares; 2025Q2: 897 shares; 2025Q3: 970 shares 970 $323K 0.03% +73 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: 986 shares; 2024Q4: 1,293 shares; 2025Q1: 846 shares; 2025Q2: 941 shares; 2025Q3: 927 shares 927 $321K 0.03% -14 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 3,963 shares; 2025Q1: 3,601 shares; 2025Q2: 4,070 shares; 2025Q3: 4,082 shares 4,082 $317K 0.02% +12 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: 2,385 shares; 2024Q4: 2,468 shares; 2025Q1: 2,478 shares; 2025Q2: 2,750 shares; 2025Q3: 2,766 shares 2,766 $317K 0.02% +16 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $316K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,634 shares; 2025Q1: 3,486 shares; 2025Q2: 3,501 shares; 2025Q3: 3,442 shares 3,442 $315K 0.02% -59 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: 2,277 shares; 2024Q4: 2,457 shares; 2025Q1: 2,672 shares; 2025Q2: 2,448 shares; 2025Q3: 2,492 shares 2,492 $314K 0.02% +44 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 912 shares; 2025Q3: 973 shares 973 $314K 0.02% +61 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 5,890 shares; 2025Q1: 5,709 shares; 2025Q2: 5,770 shares; 2025Q3: 5,506 shares 5,506 $313K 0.02% -264 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,453 shares; 2025Q1: 1,488 shares; 2025Q2: 1,512 shares; 2025Q3: 1,517 shares 1,517 $308K 0.02% +5 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,181 shares; 2025Q1: 1,201 shares; 2025Q2: 1,200 shares; 2025Q3: 1,240 shares 1,240 $305K 0.02% +40 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares 2,851 $304K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 951 shares; 2025Q2: 956 shares; 2025Q3: 1,013 shares 1,013 $302K 0.02% +57 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: 17,491 shares; 2024Q4: 2,916 shares; 2025Q1: 3,662 shares; 2025Q2: 3,653 shares; 2025Q3: 3,932 shares 3,932 $302K 0.02% +279 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 710 shares; 2025Q1: 689 shares; 2025Q2: 688 shares; 2025Q3: 680 shares 680 $294K 0.02% -8 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,636 shares; 2025Q1: 1,729 shares; 2025Q2: 1,926 shares; 2025Q3: 2,354 shares 2,354 $293K 0.02% +428 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 866 shares 866 $292K 0.02% +152 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares 3,120 $292K 0.02% 0 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: 3,629 shares; 2024Q4: 3,629 shares; 2025Q1: 4,594 shares; 2025Q2: 4,832 shares; 2025Q3: 4,888 shares 4,888 $292K 0.02% +56 MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,427 shares; 2025Q1: 1,481 shares; 2025Q2: 1,415 shares; 2025Q3: 1,414 shares 1,414 $290K 0.02% -1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 5,223 shares; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 3,437 shares 3,437 $288K 0.02% +40 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,156 shares; 2025Q1: 6,938 shares; 2025Q2: 7,011 shares; 2025Q3: 6,991 shares 6,991 $287K 0.02% -20 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,528 shares; 2025Q1: 2,676 shares; 2025Q2: 2,526 shares; 2025Q3: 3,434 shares 3,434 $287K 0.02% +908 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 2,123 shares; 2025Q1: 2,147 shares; 2025Q2: 2,366 shares; 2025Q3: 2,187 shares 2,187 $277K 0.02% -179 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares 6,725 $276K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,051 shares; 2025Q1: 1,951 shares; 2025Q2: 2,037 shares; 2025Q3: 2,045 shares 2,045 $273K 0.02% +8 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 1,975 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,097 shares 2,097 $272K 0.02% -128 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,590 shares; 2025Q1: 1,927 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares 1,916 $271K 0.02% 0 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: 2,926 shares; 2024Q4: 3,323 shares; 2025Q1: 3,280 shares; 2025Q2: 3,396 shares; 2025Q3: 3,449 shares 3,449 $271K 0.02% +53 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,237 shares; 2025Q1: 2,187 shares; 2025Q2: 2,163 shares; 2025Q3: 2,150 shares 2,150 $264K 0.02% -13 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,566 shares; 2025Q3: 3,699 shares 3,699 $263K 0.02% +133 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares 1,564 $263K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,273 shares; 2025Q1: 3,298 shares; 2025Q2: 3,294 shares; 2025Q3: 2,994 shares 2,994 $262K 0.02% -300 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; 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: 10,782 shares 10,782 $262K 0.02% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,032 shares; 2025Q1: 1,001 shares; 2025Q2: 1,030 shares; 2025Q3: 1,040 shares 1,040 $257K 0.02% +10 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,736 shares 1,736 $256K 0.02% +43 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 466 shares 466 $253K 0.02% -1 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: 2,010 shares; 2024Q4: 2,135 shares; 2025Q1: 2,145 shares; 2025Q2: 2,215 shares; 2025Q3: 2,222 shares 2,222 $250K 0.02% +7 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,615 shares; 2025Q3: 1,785 shares 1,785 $250K 0.02% +170 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,142 shares; 2025Q1: 1,104 shares; 2025Q2: 1,121 shares; 2025Q3: 1,164 shares 1,164 $250K 0.02% +43 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: 1,660 shares; 2024Q4: 1,656 shares; 2025Q1: 1,649 shares; 2025Q2: 1,654 shares; 2025Q3: 1,640 shares 1,640 $249K 0.02% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,871 shares 5,871 $249K 0.02% new 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: 536 shares; 2025Q3: 539 shares 539 $246K 0.02% +3 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,837 shares 7,837 $244K 0.02% new Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,315 shares; 2024Q4: 53,979 shares; 2025Q1: 54,057 shares; 2025Q2: 54,319 shares; 2025Q3: 54,314 shares 54,314 $240K 0.02% -5 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,411 shares; 2025Q1: 1,433 shares; 2025Q2: 1,418 shares; 2025Q3: 1,429 shares 1,429 $239K 0.02% +11 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,067 shares; 2025Q1: 3,072 shares; 2025Q2: 3,090 shares; 2025Q3: 3,077 shares 3,077 $239K 0.02% -13 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 138 shares; 2025Q2: 135 shares; 2025Q3: 134 shares 134 $239K 0.02% -1 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares 1,703 $239K 0.02% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 3,554 shares 3,554 $238K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,355 shares; 2025Q1: 3,245 shares; 2025Q2: 2,549 shares; 2025Q3: 2,621 shares 2,621 $238K 0.02% +72 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 7,912 shares; 2025Q1: 7,912 shares; 2025Q2: 7,912 shares; 2025Q3: 7,912 shares 7,912 $237K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,795 shares; 2025Q1: 3,140 shares; 2025Q2: 3,215 shares; 2025Q3: 2,818 shares 2,818 $237K 0.02% -397 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER 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: 1,116 shares; 2025Q3: 1,118 shares 1,118 $236K 0.02% +2 HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,938 shares 5,938 $235K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,421 shares; 2025Q1: 3,445 shares; 2025Q2: 3,589 shares; 2025Q3: 3,204 shares 3,204 $234K 0.02% -385 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,714 shares 1,714 $232K 0.02% +12 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,905 shares; 2025Q3: 2,320 shares 2,320 $232K 0.02% -585 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,009 shares; 2025Q1: 5,802 shares; 2025Q2: 6,106 shares; 2025Q3: 6,141 shares 6,141 $228K 0.02% +35 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: 401 shares; 2024Q4: 395 shares; 2025Q1: 435 shares; 2025Q2: 394 shares; 2025Q3: 431 shares 431 $228K 0.02% +37 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,098 shares; 2025Q1: 906 shares; 2025Q2: 758 shares; 2025Q3: 816 shares 816 $228K 0.02% +58 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: 9,130 shares; 2024Q4: 9,385 shares; 2025Q1: 9,226 shares; 2025Q2: 10,157 shares; 2025Q3: 9,643 shares 9,643 $228K 0.02% -514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,825 shares 4,825 $227K 0.02% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 871 shares; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 871 shares 871 $226K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares 957 $226K 0.02% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,031 shares; 2025Q2: 4,309 shares; 2025Q3: 4,309 shares 4,309 $225K 0.02% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,715 shares; 2025Q1: 2,719 shares; 2025Q2: 2,727 shares; 2025Q3: 2,742 shares 2,742 $225K 0.02% +15 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares 2,499 $222K 0.02% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 1,035 shares 1,035 $222K 0.02% +87 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: 1,419 shares; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,546 shares; 2025Q3: 1,594 shares 1,594 $222K 0.02% +48 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 4,181 shares; 2025Q2: 4,389 shares; 2025Q3: 4,389 shares 4,389 $222K 0.02% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 10,508 shares; 2025Q1: 1,993 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares 2,184 $221K 0.02% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares 2,371 $219K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL 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: 827 shares; 2025Q3: 894 shares 894 $219K 0.02% +67 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares 2,669 $219K 0.02% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 440 shares; 2025Q1: 418 shares; 2025Q2: 410 shares; 2025Q3: 417 shares 417 $218K 0.02% +7 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: not reported; 2025Q3: 1,074 shares 1,074 $218K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares 2,200 $217K 0.02% new Timeline FXI 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: 21,069 shares; 2024Q4: 7,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,272 shares 5,272 $217K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares 791 $215K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,430 shares; 2025Q2: 5,145 shares; 2025Q3: 3,308 shares 3,308 $215K 0.02% -1,837 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,912 shares; 2025Q1: 1,886 shares; 2025Q2: 1,798 shares; 2025Q3: 1,525 shares 1,525 $215K 0.02% -273 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,865 shares; 2025Q2: 8,865 shares; 2025Q3: 8,865 shares 8,865 $212K 0.02% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,573 shares; 2025Q3: 2,490 shares 2,490 $212K 0.02% -83 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,691 shares; 2025Q2: 1,553 shares; 2025Q3: 1,586 shares 1,586 $211K 0.02% +33 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 1,773 shares; 2025Q3: 1,773 shares 1,773 $211K 0.02% 0 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: 20,313 shares; 2024Q4: 14,329 shares; 2025Q1: 4,183 shares; 2025Q2: 4,794 shares; 2025Q3: 3,788 shares 3,788 $210K 0.02% -1,006 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares 2,824 $210K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 1,465 shares; 2025Q3: 1,479 shares 1,479 $209K 0.02% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,222 shares 1,222 $209K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,534 shares 4,534 $207K 0.02% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,572 shares 4,572 $207K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,014 shares; 2025Q3: 5,959 shares 5,959 $205K 0.02% -55 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,560 shares 4,560 $203K 0.02% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,739 shares 5,739 $201K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares 1,134 $201K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares 342 $200K 0.02% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,111 shares; 2025Q1: 10,111 shares; 2025Q2: 10,111 shares; 2025Q3: 10,111 shares 10,111 $194K 0.02% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 21,678 shares; 2025Q2: 19,476 shares; 2025Q3: 19,475 shares 19,475 $191K 0.01% -1 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,269 shares; 2025Q1: 13,376 shares; 2025Q2: 13,603 shares; 2025Q3: 13,716 shares 13,716 $170K 0.01% +113 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: 17,310 shares; 2024Q4: not reported; 2025Q1: 10,544 shares; 2025Q2: 10,415 shares; 2025Q3: 10,415 shares 10,415 $166K 0.01% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,183 shares 24,183 $162K 0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 12,306 shares; 2025Q1: 12,306 shares; 2025Q2: 12,306 shares; 2025Q3: 12,000 shares 12,000 $152K 0.01% -306 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 11,995 shares; 2025Q1: 10,712 shares; 2025Q2: 22,710 shares; 2025Q3: 17,096 shares 17,096 $140K 0.01% -5,614 SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,962 shares 12,962 $127K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,199 shares; 2025Q3: 10,200 shares 10,200 $107K 0.01% +1 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,350 shares 16,350 $107K 0.01% new Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 18,545 shares; 2025Q1: 18,608 shares; 2025Q2: 16,187 shares; 2025Q3: 16,255 shares 16,255 $99K 0.01% +68 Timeline CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,023 shares; 2024Q4: 14,084 shares; 2025Q1: 14,023 shares; 2025Q2: 12,956 shares; 2025Q3: 12,968 shares 12,968 $90.3K 0.01% +12 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,515 shares; 2024Q4: 26,781 shares; 2025Q1: 20,432 shares; 2025Q2: 20,472 shares; 2025Q3: 20,449 shares 20,449 $81.6K 0.01% -23 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,415 shares; 2025Q1: 10,056 shares; 2025Q2: 11,520 shares; 2025Q3: 11,528 shares 11,528 $73.2K 0.01% +8 Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,425 shares; 2025Q3: 12,424 shares 12,424 $28.9K <0.01% -1 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,377 shares; 2025Q2: 14,396 shares; 2025Q3: 14,405 shares 14,405 $24.1K <0.01% +9 Timeline