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: 1,547,344 shares; 2024Q4: 1,564,951 shares; 2025Q1: 1,581,384 shares; 2025Q2: 1,574,671 shares; 2025Q3: 1,577,352 shares 1,577,352 $1.06B 11.96% +2,681 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: 10 shares; 2024Q4: 644 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 644 shares 644 $486M 5.5% +1 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: 2,747,073 shares; 2024Q4: 2,891,186 shares; 2025Q1: 2,905,846 shares; 2025Q2: 2,942,078 shares; 2025Q3: 2,935,833 shares 2,935,833 $424M 4.81% -6,245 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174,840 shares; 2024Q4: 13,186,940 shares; 2025Q1: 12,974,117 shares; 2025Q2: 12,711,438 shares; 2025Q3: 12,661,260 shares 12,661,260 $408M 4.62% -50,178 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602,167 shares; 2024Q4: 1,589,393 shares; 2025Q1: 1,585,247 shares; 2025Q2: 1,576,165 shares; 2025Q3: 1,561,192 shares 1,561,192 $398M 4.5% -14,973 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: 4,208,746 shares; 2024Q4: 4,302,214 shares; 2025Q1: 4,218,245 shares; 2025Q2: 4,500,599 shares; 2025Q3: 4,544,065 shares 4,544,065 $397M 4.49% +43,466 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: 669,540 shares; 2024Q4: 671,373 shares; 2025Q1: 677,956 shares; 2025Q2: 666,134 shares; 2025Q3: 675,270 shares 675,270 $350M 3.96% +9,136 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: 5,313,383 shares; 2024Q4: 5,243,444 shares; 2025Q1: 5,118,840 shares; 2025Q2: 4,928,060 shares; 2025Q3: 4,877,690 shares 4,877,690 $292M 3.31% -50,370 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: 743,446 shares; 2024Q4: 751,833 shares; 2025Q1: 763,112 shares; 2025Q2: 757,791 shares; 2025Q3: 749,023 shares 749,023 $182M 2.06% -8,768 Timeline EPS 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: 2,134,388 shares; 2024Q4: 2,260,703 shares; 2025Q1: 2,414,935 shares; 2025Q2: 2,252,225 shares; 2025Q3: 2,117,542 shares 2,117,542 $146M 1.65% -134,683 Timeline EIPX 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: 5,355,165 shares; 2024Q4: 5,394,797 shares; 2025Q1: 5,394,874 shares; 2025Q2: 5,338,530 shares; 2025Q3: 5,333,685 shares 5,333,685 $140M 1.58% -4,845 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: 610,481 shares; 2024Q4: 620,250 shares; 2025Q1: 627,026 shares; 2025Q2: 630,350 shares; 2025Q3: 626,943 shares 626,943 $138M 1.56% -3,407 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: 618,581 shares; 2024Q4: 642,791 shares; 2025Q1: 697,912 shares; 2025Q2: 714,520 shares; 2025Q3: 721,833 shares 721,833 $135M 1.53% +7,313 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: 1,837,587 shares; 2024Q4: 1,863,042 shares; 2025Q1: 1,895,732 shares; 2025Q2: 1,861,265 shares; 2025Q3: 1,834,894 shares 1,834,894 $120M 1.36% -26,371 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: 357,958 shares; 2024Q4: 352,427 shares; 2025Q1: 357,274 shares; 2025Q2: 337,418 shares; 2025Q3: 330,692 shares 330,692 $109M 1.24% -6,726 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: 320,930 shares; 2024Q4: 329,292 shares; 2025Q1: 339,042 shares; 2025Q2: 334,267 shares; 2025Q3: 330,217 shares 330,217 $104M 1.18% -4,050 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,016 shares; 2024Q4: 553,899 shares; 2025Q1: 661,128 shares; 2025Q2: 662,408 shares; 2025Q3: 664,789 shares 664,789 $96.8M 1.1% +2,381 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: 201,752 shares; 2024Q4: 198,822 shares; 2025Q1: 237,048 shares; 2025Q2: 232,192 shares; 2025Q3: 233,067 shares 233,067 $94.4M 1.07% +875 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: 364,554 shares; 2024Q4: 369,582 shares; 2025Q1: 386,616 shares; 2025Q2: 380,478 shares; 2025Q3: 372,356 shares 372,356 $90.7M 1.03% -8,122 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: 299,605 shares; 2024Q4: 303,279 shares; 2025Q1: 328,556 shares; 2025Q2: 327,289 shares; 2025Q3: 330,386 shares 330,386 $76.5M 0.87% +3,097 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: 610,659 shares; 2024Q4: 606,468 shares; 2025Q1: 623,753 shares; 2025Q2: 620,970 shares; 2025Q3: 619,365 shares 619,365 $69.8M 0.79% -1,605 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,541 shares; 2024Q4: 596,233 shares; 2025Q1: 500,139 shares; 2025Q2: 405,057 shares; 2025Q3: 356,137 shares 356,137 $67.6M 0.77% -48,920 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: 315,180 shares; 2024Q4: 308,857 shares; 2025Q1: 342,448 shares; 2025Q2: 334,732 shares; 2025Q3: 343,325 shares 343,325 $63.7M 0.72% +8,593 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: 123,028 shares; 2024Q4: 123,107 shares; 2025Q1: 119,516 shares; 2025Q2: 124,473 shares; 2025Q3: 126,343 shares 126,343 $63.5M 0.72% +1,870 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,604 shares; 2024Q4: 745,392 shares; 2025Q1: 862,544 shares; 2025Q2: 926,093 shares; 2025Q3: 777,173 shares 777,173 $60.8M 0.69% -148,920 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: 367,831 shares; 2024Q4: 372,684 shares; 2025Q1: 367,983 shares; 2025Q2: 364,331 shares; 2025Q3: 375,618 shares 375,618 $57.7M 0.65% +11,287 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,377 shares; 2024Q4: 524,932 shares; 2025Q1: 531,916 shares; 2025Q2: 564,886 shares; 2025Q3: 610,864 shares 610,864 $56.8M 0.64% +45,978 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: 366,242 shares; 2024Q4: 352,679 shares; 2025Q1: 364,152 shares; 2025Q2: 358,324 shares; 2025Q3: 357,205 shares 357,205 $56.8M 0.64% -1,119 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: 463,761 shares; 2024Q4: 456,559 shares; 2025Q1: 459,952 shares; 2025Q2: 452,304 shares; 2025Q3: 447,315 shares 447,315 $53.2M 0.6% -4,989 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: 301,855 shares; 2024Q4: 308,627 shares; 2025Q1: 374,786 shares; 2025Q2: 371,209 shares; 2025Q3: 377,273 shares 377,273 $50.5M 0.57% +6,064 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: 85,960 shares; 2024Q4: 85,295 shares; 2025Q1: 85,908 shares; 2025Q2: 83,890 shares; 2025Q3: 81,635 shares 81,635 $50M 0.57% -2,255 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: 133,858 shares; 2024Q4: 135,392 shares; 2025Q1: 141,103 shares; 2025Q2: 141,675 shares; 2025Q3: 145,572 shares 145,572 $49.7M 0.56% +3,897 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: 157,730 shares; 2024Q4: 163,362 shares; 2025Q1: 164,283 shares; 2025Q2: 166,220 shares; 2025Q3: 169,657 shares 169,657 $47.7M 0.54% +3,437 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: 45,555 shares; 2024Q4: 45,257 shares; 2025Q1: 44,442 shares; 2025Q2: 43,409 shares; 2025Q3: 42,868 shares 42,868 $46.2M 0.52% -541 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279,815 shares; 2024Q4: 1,012,509 shares; 2025Q1: 926,852 shares; 2025Q2: 881,002 shares; 2025Q3: 858,781 shares 858,781 $45.5M 0.52% -22,221 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,070 shares; 2024Q4: 554,385 shares; 2025Q1: 554,395 shares; 2025Q2: 536,679 shares; 2025Q3: 536,728 shares 536,728 $40.8M 0.46% +49 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: 329,071 shares; 2024Q4: 328,781 shares; 2025Q1: 353,008 shares; 2025Q2: 339,665 shares; 2025Q3: 329,340 shares 329,340 $40.8M 0.46% -10,325 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: 41,608 shares; 2024Q4: 43,204 shares; 2025Q1: 43,633 shares; 2025Q2: 44,071 shares; 2025Q3: 43,756 shares 43,756 $40.5M 0.46% -315 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: 575,959 shares; 2024Q4: 560,281 shares; 2025Q1: 586,995 shares; 2025Q2: 583,531 shares; 2025Q3: 589,282 shares 589,282 $40.3M 0.46% +5,751 Timeline ESML 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: 995,071 shares; 2024Q4: 992,461 shares; 2025Q1: 973,329 shares; 2025Q2: 893,345 shares; 2025Q3: 868,826 shares 868,826 $39.2M 0.44% -24,519 Timeline KRE 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: not reported; 2025Q1: not reported; 2025Q2: 5,165 shares; 2025Q3: 604,057 shares 604,057 $38.2M 0.43% +598,892 Timeline WCMI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,194,120 shares 2,194,120 $37M 0.42% new 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: 429,243 shares; 2024Q4: 415,899 shares; 2025Q1: 449,179 shares; 2025Q2: 429,269 shares; 2025Q3: 432,043 shares 432,043 $36.3M 0.41% +2,774 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,310 shares; 2024Q4: 442,941 shares; 2025Q1: 533,659 shares; 2025Q2: 556,464 shares; 2025Q3: 648,389 shares 648,389 $35.1M 0.4% +91,925 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: 50,068 shares; 2024Q4: 52,206 shares; 2025Q1: 57,412 shares; 2025Q2: 57,956 shares; 2025Q3: 61,039 shares 61,039 $34.7M 0.39% +3,083 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: 290,205 shares; 2024Q4: 267,679 shares; 2025Q1: 251,789 shares; 2025Q2: 230,411 shares; 2025Q3: 228,205 shares 228,205 $32M 0.36% -2,206 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: 49,604 shares; 2024Q4: 50,072 shares; 2025Q1: 51,089 shares; 2025Q2: 48,959 shares; 2025Q3: 48,086 shares 48,086 $32M 0.36% -873 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: 191,000 shares; 2024Q4: 193,030 shares; 2025Q1: 189,556 shares; 2025Q2: 189,176 shares; 2025Q3: 188,576 shares 188,576 $31.6M 0.36% -600 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: 66,668 shares; 2024Q4: 66,312 shares; 2025Q1: 66,226 shares; 2025Q2: 63,968 shares; 2025Q3: 64,183 shares 64,183 $31.1M 0.35% +215 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: 62,632 shares; 2024Q4: 64,184 shares; 2025Q1: 65,046 shares; 2025Q2: 64,642 shares; 2025Q3: 64,826 shares 64,826 $30.9M 0.35% +184 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: 101,875 shares; 2024Q4: 101,058 shares; 2025Q1: 100,810 shares; 2025Q2: 96,454 shares; 2025Q3: 99,859 shares 99,859 $30.3M 0.34% +3,405 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: 105,617 shares; 2024Q4: 102,517 shares; 2025Q1: 101,565 shares; 2025Q2: 99,802 shares; 2025Q3: 103,037 shares 103,037 $30.2M 0.34% +3,235 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: 88,034 shares; 2024Q4: 88,136 shares; 2025Q1: 88,374 shares; 2025Q2: 89,044 shares; 2025Q3: 90,617 shares 90,617 $30.1M 0.34% +1,573 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: 29,059 shares; 2024Q4: 30,727 shares; 2025Q1: 33,038 shares; 2025Q2: 35,890 shares; 2025Q3: 37,970 shares 37,970 $27.9M 0.32% +2,080 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 898,395 shares; 2025Q2: 898,395 shares; 2025Q3: 898,395 shares 898,395 $26.4M 0.3% 0 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: 99,406 shares; 2024Q4: 102,213 shares; 2025Q1: 99,775 shares; 2025Q2: 94,505 shares; 2025Q3: 99,467 shares 99,467 $23.5M 0.27% +4,962 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: 295,623 shares; 2024Q4: 292,469 shares; 2025Q1: 295,166 shares; 2025Q2: 303,848 shares; 2025Q3: 309,762 shares 309,762 $23.4M 0.26% +5,914 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: 27,926 shares; 2024Q4: 29,499 shares; 2025Q1: 29,950 shares; 2025Q2: 29,705 shares; 2025Q3: 29,162 shares 29,162 $23.2M 0.26% -543 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: 308,849 shares; 2024Q4: 303,076 shares; 2025Q1: 291,309 shares; 2025Q2: 276,829 shares; 2025Q3: 263,963 shares 263,963 $23.1M 0.26% -12,866 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: 26,298 shares; 2024Q4: 32,566 shares; 2025Q1: 32,506 shares; 2025Q2: 30,314 shares; 2025Q3: 30,197 shares 30,197 $22.5M 0.26% -117 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: 167,729 shares; 2024Q4: 159,172 shares; 2025Q1: 139,828 shares; 2025Q2: 132,337 shares; 2025Q3: 140,938 shares 140,938 $21.9M 0.25% +8,601 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: 999,023 shares; 2024Q4: 999,168 shares; 2025Q1: 955,613 shares; 2025Q2: 912,477 shares; 2025Q3: 908,303 shares 908,303 $21.5M 0.24% -4,174 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: 143,050 shares; 2024Q4: 156,666 shares; 2025Q1: 51,863 shares; 2025Q2: 63,666 shares; 2025Q3: 64,206 shares 64,206 $21.1M 0.24% +540 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: 169,807 shares; 2024Q4: 206,373 shares; 2025Q1: 204,669 shares; 2025Q2: 222,345 shares; 2025Q3: 221,803 shares 221,803 $20.7M 0.23% -542 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: 69,090 shares; 2024Q4: 69,828 shares; 2025Q1: 73,138 shares; 2025Q2: 66,605 shares; 2025Q3: 59,705 shares 59,705 $20.6M 0.23% -6,900 Timeline JMST 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: 977,349 shares; 2024Q4: 682,936 shares; 2025Q1: 481,169 shares; 2025Q2: 437,628 shares; 2025Q3: 399,848 shares 399,848 $20.4M 0.23% -37,780 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: 392,978 shares; 2024Q4: 387,278 shares; 2025Q1: 385,199 shares; 2025Q2: 375,807 shares; 2025Q3: 374,140 shares 374,140 $20.3M 0.23% -1,667 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: 85,278 shares; 2024Q4: 82,969 shares; 2025Q1: 82,320 shares; 2025Q2: 78,288 shares; 2025Q3: 77,728 shares 77,728 $20.3M 0.23% -560 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: 151,845 shares; 2024Q4: 149,429 shares; 2025Q1: 153,981 shares; 2025Q2: 148,532 shares; 2025Q3: 153,476 shares 153,476 $20.1M 0.23% +4,944 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: 53,294 shares; 2024Q4: 54,973 shares; 2025Q1: 70,062 shares; 2025Q2: 67,748 shares; 2025Q3: 69,601 shares 69,601 $19.6M 0.22% +1,853 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: 46,325 shares; 2024Q4: 94,264 shares; 2025Q1: 95,368 shares; 2025Q2: 96,905 shares; 2025Q3: 96,084 shares 96,084 $19.6M 0.22% -821 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: 62,259 shares; 2024Q4: 62,634 shares; 2025Q1: 71,072 shares; 2025Q2: 70,792 shares; 2025Q3: 74,821 shares 74,821 $18.4M 0.21% +4,029 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,302 shares; 2024Q4: 143,966 shares; 2025Q1: 143,468 shares; 2025Q2: 140,983 shares; 2025Q3: 139,847 shares 139,847 $17.6M 0.2% -1,136 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,177 shares; 2024Q4: 153,371 shares; 2025Q1: 152,725 shares; 2025Q2: 151,741 shares; 2025Q3: 150,425 shares 150,425 $17.5M 0.2% -1,316 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,273 shares; 2024Q4: 357,354 shares; 2025Q1: 354,907 shares; 2025Q2: 352,124 shares; 2025Q3: 401,498 shares 401,498 $17.4M 0.2% +49,374 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: 38,117 shares; 2024Q4: 42,221 shares; 2025Q1: 45,758 shares; 2025Q2: 46,641 shares; 2025Q3: 48,762 shares 48,762 $17.3M 0.2% +2,121 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: 171,073 shares; 2024Q4: 168,324 shares; 2025Q1: 179,286 shares; 2025Q2: 350,708 shares; 2025Q3: 344,096 shares 344,096 $16.9M 0.19% -6,612 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: 38,202 shares; 2024Q4: 40,961 shares; 2025Q1: 27,010 shares; 2025Q2: 27,405 shares; 2025Q3: 27,438 shares 27,438 $16.9M 0.19% +33 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: 69,961 shares; 2024Q4: 67,706 shares; 2025Q1: 67,660 shares; 2025Q2: 67,530 shares; 2025Q3: 66,400 shares 66,400 $16.7M 0.19% -1,130 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: 107,635 shares; 2024Q4: 106,734 shares; 2025Q1: 105,285 shares; 2025Q2: 94,188 shares; 2025Q3: 92,448 shares 92,448 $16.3M 0.19% -1,740 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,318 shares; 2025Q1: 14,672 shares; 2025Q2: 13,623 shares; 2025Q3: 13,242 shares 13,242 $16.3M 0.18% -381 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: 33,018 shares; 2024Q4: 32,484 shares; 2025Q1: 35,132 shares; 2025Q2: 31,777 shares; 2025Q3: 33,055 shares 33,055 $16.1M 0.18% +1,278 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: 127,899 shares; 2024Q4: 132,958 shares; 2025Q1: 147,318 shares; 2025Q2: 153,254 shares; 2025Q3: 154,868 shares 154,868 $16M 0.18% +1,614 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: 123,885 shares; 2025Q1: 117,869 shares; 2025Q2: 109,862 shares; 2025Q3: 108,381 shares 108,381 $15.8M 0.18% -1,481 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: 31,602 shares; 2024Q4: 32,415 shares; 2025Q1: 40,455 shares; 2025Q2: 40,812 shares; 2025Q3: 41,714 shares 41,714 $15.4M 0.17% +902 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: 55,493 shares; 2024Q4: 56,395 shares; 2025Q1: 56,783 shares; 2025Q2: 56,555 shares; 2025Q3: 55,772 shares 55,772 $15.3M 0.17% -783 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: 31,050 shares; 2024Q4: 31,577 shares; 2025Q1: 32,860 shares; 2025Q2: 32,469 shares; 2025Q3: 32,037 shares 32,037 $15.2M 0.17% -432 Timeline IGV 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: 137,714 shares; 2024Q4: 136,823 shares; 2025Q1: 135,579 shares; 2025Q2: 133,066 shares; 2025Q3: 130,761 shares 130,761 $15M 0.17% -2,305 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: 187,017 shares; 2024Q4: 200,120 shares; 2025Q1: 191,329 shares; 2025Q2: 207,930 shares; 2025Q3: 297,491 shares 297,491 $14.9M 0.17% +89,561 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: 203,298 shares; 2024Q4: 206,100 shares; 2025Q1: 215,802 shares; 2025Q2: 214,370 shares; 2025Q3: 224,506 shares 224,506 $14.9M 0.17% +10,136 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: 53,295 shares; 2024Q4: 51,890 shares; 2025Q1: 54,247 shares; 2025Q2: 52,486 shares; 2025Q3: 51,863 shares 51,863 $14.6M 0.17% -623 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: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,499 shares; 2025Q2: 128,374 shares; 2025Q3: 124,408 shares 124,408 $13.4M 0.15% -3,966 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,610 shares; 2024Q4: 38,610 shares; 2025Q1: 38,666 shares; 2025Q2: 36,668 shares; 2025Q3: 36,668 shares 36,668 $13.4M 0.15% 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: 58,237 shares; 2024Q4: 64,360 shares; 2025Q1: 64,178 shares; 2025Q2: 62,029 shares; 2025Q3: 62,626 shares 62,626 $13.2M 0.15% +597 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: 130,841 shares; 2024Q4: 128,442 shares; 2025Q1: 121,602 shares; 2025Q2: 116,593 shares; 2025Q3: 114,278 shares 114,278 $13.1M 0.15% -2,315 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: 99,745 shares; 2025Q1: 99,915 shares; 2025Q2: 98,463 shares; 2025Q3: 97,455 shares 97,455 $13M 0.15% -1,008 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: 15,947 shares; 2024Q4: 15,948 shares; 2025Q1: 15,707 shares; 2025Q2: 15,727 shares; 2025Q3: 16,139 shares 16,139 $12.2M 0.14% +412 Timeline VGK 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: 151,744 shares; 2024Q4: 152,166 shares; 2025Q1: 150,633 shares; 2025Q2: 147,913 shares; 2025Q3: 147,813 shares 147,813 $11.8M 0.13% -100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,517 shares; 2024Q4: 126,381 shares; 2025Q1: 74,289 shares; 2025Q2: 80,377 shares; 2025Q3: 82,749 shares 82,749 $11.7M 0.13% +2,372 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: 59,687 shares; 2024Q4: 60,607 shares; 2025Q1: 62,315 shares; 2025Q2: 61,331 shares; 2025Q3: 59,674 shares 59,674 $11.5M 0.13% -1,657 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: 43,565 shares; 2024Q4: 45,238 shares; 2025Q1: 45,790 shares; 2025Q2: 44,452 shares; 2025Q3: 46,776 shares 46,776 $11.1M 0.13% +2,324 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 9,340 shares; 2025Q1: 9,849 shares; 2025Q2: 11,122 shares; 2025Q3: 14,497 shares 14,497 $11.1M 0.13% +3,375 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: 25,221 shares; 2024Q4: 26,670 shares; 2025Q1: 28,508 shares; 2025Q2: 29,082 shares; 2025Q3: 29,445 shares 29,445 $11M 0.12% +363 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,148 shares; 2024Q4: 67,544 shares; 2025Q1: 77,402 shares; 2025Q2: 79,970 shares; 2025Q3: 76,891 shares 76,891 $10.9M 0.12% -3,079 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: 50,047 shares; 2024Q4: 49,494 shares; 2025Q1: 55,640 shares; 2025Q2: 54,030 shares; 2025Q3: 54,832 shares 54,832 $10.9M 0.12% +802 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: 178,009 shares; 2024Q4: 199,383 shares; 2025Q1: 229,010 shares; 2025Q2: 217,663 shares; 2025Q3: 206,703 shares 206,703 $10.7M 0.12% -10,960 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: 114,290 shares; 2024Q4: 114,101 shares; 2025Q1: 115,750 shares; 2025Q2: 110,289 shares; 2025Q3: 99,365 shares 99,365 $10.6M 0.12% -10,924 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: 43,757 shares; 2024Q4: 84,947 shares; 2025Q1: 105,171 shares; 2025Q2: 104,719 shares; 2025Q3: 104,719 shares 104,719 $10.5M 0.12% 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: 19,236 shares; 2024Q4: 19,507 shares; 2025Q1: 20,525 shares; 2025Q2: 22,032 shares; 2025Q3: 22,287 shares 22,287 $10.4M 0.12% +255 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: 42,041 shares; 2024Q4: 40,827 shares; 2025Q1: 42,952 shares; 2025Q2: 42,366 shares; 2025Q3: 41,345 shares 41,345 $10.2M 0.12% -1,021 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,127 shares; 2024Q4: 189,478 shares; 2025Q1: 177,404 shares; 2025Q2: 165,071 shares; 2025Q3: 160,422 shares 160,422 $9.94M 0.11% -4,649 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: 41,370 shares; 2024Q4: 40,140 shares; 2025Q1: 40,228 shares; 2025Q2: 34,950 shares; 2025Q3: 35,538 shares 35,538 $9.69M 0.11% +588 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,192 shares; 2024Q4: 363,357 shares; 2025Q1: 380,186 shares; 2025Q2: 385,570 shares; 2025Q3: 375,755 shares 375,755 $9.66M 0.11% -9,815 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,556 shares; 2024Q4: 140,556 shares; 2025Q1: 140,340 shares; 2025Q2: 139,283 shares; 2025Q3: 139,218 shares 139,218 $9.66M 0.11% -65 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: 61,921 shares; 2024Q4: 65,386 shares; 2025Q1: 63,639 shares; 2025Q2: 62,090 shares; 2025Q3: 62,156 shares 62,156 $9.65M 0.11% +66 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,561 shares; 2024Q4: 113,525 shares; 2025Q1: 113,377 shares; 2025Q2: 113,353 shares; 2025Q3: 113,855 shares 113,855 $9.64M 0.11% +502 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: 135,843 shares; 2024Q4: 138,518 shares; 2025Q1: 128,066 shares; 2025Q2: 124,108 shares; 2025Q3: 118,771 shares 118,771 $9.49M 0.11% -5,337 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: 193,536 shares; 2024Q4: 185,786 shares; 2025Q1: 179,311 shares; 2025Q2: 174,199 shares; 2025Q3: 170,824 shares 170,824 $9.12M 0.1% -3,375 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: 36,214 shares; 2024Q4: 35,664 shares; 2025Q1: 34,052 shares; 2025Q2: 32,464 shares; 2025Q3: 31,530 shares 31,530 $9.11M 0.1% -934 Timeline IWV 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: 23,244 shares; 2024Q4: 23,244 shares; 2025Q1: 23,429 shares; 2025Q2: 23,429 shares; 2025Q3: 23,256 shares 23,256 $8.81M 0.1% -173 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: 14,911 shares; 2024Q4: 14,696 shares; 2025Q1: 14,472 shares; 2025Q2: 15,182 shares; 2025Q3: 14,397 shares 14,397 $8.77M 0.1% -785 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: 6,664 shares; 2025Q1: 7,932 shares; 2025Q2: 7,861 shares; 2025Q3: 7,501 shares 7,501 $8.75M 0.1% -360 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: 12,013 shares; 2024Q4: 13,160 shares; 2025Q1: 17,264 shares; 2025Q2: 17,519 shares; 2025Q3: 21,921 shares 21,921 $8.59M 0.1% +4,402 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: 27,732 shares; 2024Q4: 27,571 shares; 2025Q1: 25,567 shares; 2025Q2: 24,566 shares; 2025Q3: 24,663 shares 24,663 $8.41M 0.1% +97 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: 30,951 shares; 2024Q4: 30,340 shares; 2025Q1: 28,217 shares; 2025Q2: 29,518 shares; 2025Q3: 29,354 shares 29,354 $8.29M 0.09% -164 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,469 shares; 2025Q2: 1,512 shares; 2025Q3: 1,504 shares 1,504 $8.12M 0.09% -8 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: 53,489 shares; 2024Q4: 51,851 shares; 2025Q1: 49,801 shares; 2025Q2: 47,535 shares; 2025Q3: 47,386 shares 47,386 $8.07M 0.09% -149 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: 37,662 shares; 2024Q4: 44,270 shares; 2025Q1: 45,900 shares; 2025Q2: 41,583 shares; 2025Q3: 43,664 shares 43,664 $8.02M 0.09% +2,081 Timeline VT 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: 57,448 shares; 2024Q4: 57,448 shares; 2025Q1: 56,948 shares; 2025Q2: 56,948 shares; 2025Q3: 56,948 shares 56,948 $7.85M 0.09% 0 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: 21,116 shares; 2024Q4: 21,753 shares; 2025Q1: 20,948 shares; 2025Q2: 24,548 shares; 2025Q3: 26,038 shares 26,038 $7.83M 0.09% +1,490 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: 31,069 shares; 2024Q4: 33,378 shares; 2025Q1: 33,018 shares; 2025Q2: 31,059 shares; 2025Q3: 30,575 shares 30,575 $7.77M 0.09% -484 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: 44,617 shares; 2024Q4: 45,888 shares; 2025Q1: 44,284 shares; 2025Q2: 45,497 shares; 2025Q3: 42,540 shares 42,540 $7.76M 0.09% -2,957 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: 306,250 shares; 2024Q4: 277,985 shares; 2025Q1: 319,285 shares; 2025Q2: 299,721 shares; 2025Q3: 299,368 shares 299,368 $7.63M 0.09% -353 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: 7,484 shares; 2024Q4: 7,538 shares; 2025Q1: 7,570 shares; 2025Q2: 7,860 shares; 2025Q3: 10,960 shares 10,960 $7.48M 0.08% +3,100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,957 shares; 2024Q4: 49,558 shares; 2025Q1: 59,423 shares; 2025Q2: 57,995 shares; 2025Q3: 57,833 shares 57,833 $7.42M 0.08% -162 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,941 shares; 2024Q4: 26,706 shares; 2025Q1: 38,395 shares; 2025Q2: 39,699 shares; 2025Q3: 39,175 shares 39,175 $7.4M 0.08% -524 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: 3,010 shares; 2024Q4: 3,233 shares; 2025Q1: 5,133 shares; 2025Q2: 5,653 shares; 2025Q3: 6,102 shares 6,102 $7.32M 0.08% +449 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: 35,201 shares; 2024Q4: 34,776 shares; 2025Q1: 34,790 shares; 2025Q2: 30,646 shares; 2025Q3: 30,149 shares 30,149 $7.29M 0.08% -497 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: 44,004 shares; 2024Q4: 48,171 shares; 2025Q1: 114,163 shares; 2025Q2: 111,710 shares; 2025Q3: 118,521 shares 118,521 $7.03M 0.08% +6,811 TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 87,448 shares; 2025Q1: 86,869 shares; 2025Q2: 86,692 shares; 2025Q3: 87,277 shares 87,277 $6.98M 0.08% +585 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: 5,557 shares; 2024Q4: 5,579 shares; 2025Q1: 6,644 shares; 2025Q2: 7,340 shares; 2025Q3: 7,536 shares 7,536 $6.93M 0.08% +196 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: 22,494 shares; 2024Q4: 22,482 shares; 2025Q1: 22,444 shares; 2025Q2: 21,500 shares; 2025Q3: 21,453 shares 21,453 $6.87M 0.08% -47 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: 198,679 shares; 2024Q4: 197,566 shares; 2025Q1: 167,195 shares; 2025Q2: 142,887 shares; 2025Q3: 123,315 shares 123,315 $6.84M 0.08% -19,572 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: 32,847 shares; 2024Q4: 33,315 shares; 2025Q1: 45,130 shares; 2025Q2: 43,790 shares; 2025Q3: 41,512 shares 41,512 $6.73M 0.08% -2,278 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: 179,560 shares; 2024Q4: 167,615 shares; 2025Q1: 160,128 shares; 2025Q2: 153,631 shares; 2025Q3: 145,228 shares 145,228 $6.55M 0.07% -8,403 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: 84,836 shares; 2024Q4: 88,103 shares; 2025Q1: 115,044 shares; 2025Q2: 110,751 shares; 2025Q3: 108,933 shares 108,933 $6.5M 0.07% -1,818 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 77,115 shares; 2025Q1: 77,150 shares; 2025Q2: 72,150 shares; 2025Q3: 72,150 shares 72,150 $6.48M 0.07% 0 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: 255,496 shares; 2024Q4: 472,724 shares; 2025Q1: 373,878 shares; 2025Q2: 275,257 shares; 2025Q3: 236,381 shares 236,381 $6.45M 0.07% -38,876 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: 31,502 shares; 2024Q4: 34,461 shares; 2025Q1: 35,964 shares; 2025Q2: 35,876 shares; 2025Q3: 38,510 shares 38,510 $6.41M 0.07% +2,634 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: 27,690 shares; 2024Q4: 23,763 shares; 2025Q1: 18,914 shares; 2025Q2: 18,805 shares; 2025Q3: 17,753 shares 17,753 $6.26M 0.07% -1,052 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: 91,804 shares; 2024Q4: 84,169 shares; 2025Q1: 86,742 shares; 2025Q2: 83,505 shares; 2025Q3: 83,505 shares 83,505 $6.08M 0.07% 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: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 26,999 shares; 2025Q2: 25,822 shares; 2025Q3: 28,107 shares 28,107 $6.07M 0.07% +2,285 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: 11,417 shares; 2024Q4: 11,889 shares; 2025Q1: 11,897 shares; 2025Q2: 12,406 shares; 2025Q3: 11,796 shares 11,796 $5.88M 0.07% -610 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,079 shares; 2024Q4: 73,880 shares; 2025Q1: 72,553 shares; 2025Q2: 67,931 shares; 2025Q3: 64,222 shares 64,222 $5.87M 0.07% -3,709 Timeline EFV 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: 80,618 shares; 2024Q4: 81,002 shares; 2025Q1: 80,679 shares; 2025Q2: 85,066 shares; 2025Q3: 84,255 shares 84,255 $5.72M 0.06% -811 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: 11,781 shares; 2024Q4: 11,672 shares; 2025Q1: 12,527 shares; 2025Q2: 11,517 shares; 2025Q3: 11,437 shares 11,437 $5.71M 0.06% -80 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: 108,151 shares; 2024Q4: 89,134 shares; 2025Q1: 79,666 shares; 2025Q2: 78,164 shares; 2025Q3: 74,685 shares 74,685 $5.63M 0.06% -3,479 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 16,418 shares; 2025Q1: 16,064 shares; 2025Q2: 16,057 shares; 2025Q3: 15,340 shares 15,340 $5.32M 0.06% -717 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 9,364 shares; 2025Q1: 12,314 shares; 2025Q2: 12,027 shares; 2025Q3: 13,111 shares 13,111 $5.3M 0.06% +1,084 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: 104,356 shares; 2024Q4: 99,548 shares; 2025Q1: 129,648 shares; 2025Q2: 118,013 shares; 2025Q3: 120,531 shares 120,531 $5.3M 0.06% +2,518 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: 10,594 shares; 2024Q4: 11,162 shares; 2025Q1: 10,178 shares; 2025Q2: 11,016 shares; 2025Q3: 11,871 shares 11,871 $5.28M 0.06% +855 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: 10,175 shares; 2024Q4: 10,286 shares; 2025Q1: 10,614 shares; 2025Q2: 11,611 shares; 2025Q3: 11,790 shares 11,790 $5.27M 0.06% +179 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: 10,530 shares; 2024Q4: 10,550 shares; 2025Q1: 10,957 shares; 2025Q2: 10,776 shares; 2025Q3: 11,489 shares 11,489 $5.25M 0.06% +713 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,372 shares; 2024Q4: 171,302 shares; 2025Q1: 182,274 shares; 2025Q2: 174,382 shares; 2025Q3: 164,227 shares 164,227 $5.25M 0.06% -10,155 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: 632,440 shares; 2024Q4: 632,440 shares; 2025Q1: 627,402 shares; 2025Q2: 634,260 shares; 2025Q3: 633,813 shares 633,813 $5.18M 0.06% -447 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: 8,885 shares; 2024Q4: 8,051 shares; 2025Q1: 8,101 shares; 2025Q2: 8,336 shares; 2025Q3: 8,065 shares 8,065 $5.15M 0.06% -271 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: 27,709 shares; 2024Q4: 29,179 shares; 2025Q1: 36,468 shares; 2025Q2: 38,627 shares; 2025Q3: 39,929 shares 39,929 $5.15M 0.06% +1,302 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: 10,624 shares; 2024Q4: 10,624 shares; 2025Q1: 10,696 shares; 2025Q2: 10,712 shares; 2025Q3: 10,745 shares 10,745 $5.12M 0.06% +33 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: 56,192 shares; 2024Q4: 55,230 shares; 2025Q1: 44,881 shares; 2025Q2: 39,117 shares; 2025Q3: 34,389 shares 34,389 $5.03M 0.06% -4,728 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: 19,946 shares; 2024Q4: 20,042 shares; 2025Q1: 18,051 shares; 2025Q2: 17,463 shares; 2025Q3: 17,419 shares 17,419 $5.02M 0.06% -44 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: 12,394 shares; 2024Q4: 14,423 shares; 2025Q1: 22,658 shares; 2025Q2: 22,555 shares; 2025Q3: 22,661 shares 22,661 $5M 0.06% +106 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,299 shares; 2024Q4: 66,495 shares; 2025Q1: 58,982 shares; 2025Q2: 53,687 shares; 2025Q3: 60,187 shares 60,187 $4.96M 0.06% +6,500 Timeline IEUR 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: 83,472 shares; 2024Q4: 81,739 shares; 2025Q1: 80,739 shares; 2025Q2: 75,522 shares; 2025Q3: 71,416 shares 71,416 $4.86M 0.06% -4,106 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: 9,890 shares; 2024Q4: 10,568 shares; 2025Q1: 10,845 shares; 2025Q2: 11,311 shares; 2025Q3: 11,404 shares 11,404 $4.81M 0.05% +93 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,328 shares; 2024Q4: 107,106 shares; 2025Q1: 100,982 shares; 2025Q2: 95,426 shares; 2025Q3: 94,334 shares 94,334 $4.78M 0.05% -1,092 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: 118,744 shares; 2024Q4: 100,612 shares; 2025Q1: 90,729 shares; 2025Q2: 69,746 shares; 2025Q3: 67,245 shares 67,245 $4.69M 0.05% -2,501 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,481 shares; 2024Q4: 114,241 shares; 2025Q1: 66,563 shares; 2025Q2: 66,503 shares; 2025Q3: 65,576 shares 65,576 $4.68M 0.05% -927 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: 20,594 shares; 2024Q4: 19,616 shares; 2025Q1: 33,477 shares; 2025Q2: 32,161 shares; 2025Q3: 31,695 shares 31,695 $4.67M 0.05% -466 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,613 shares; 2024Q4: 34,239 shares; 2025Q1: 34,949 shares; 2025Q2: 28,249 shares; 2025Q3: 27,918 shares 27,918 $4.66M 0.05% -331 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: 37,742 shares; 2024Q4: 37,999 shares; 2025Q1: 37,929 shares; 2025Q2: 40,310 shares; 2025Q3: 40,225 shares 40,225 $4.58M 0.05% -85 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,733 shares; 2024Q4: 77,600 shares; 2025Q1: 77,499 shares; 2025Q2: 72,390 shares; 2025Q3: 71,234 shares 71,234 $4.58M 0.05% -1,156 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 23,730 shares; 2025Q1: 28,704 shares; 2025Q2: 26,824 shares; 2025Q3: 24,410 shares 24,410 $4.57M 0.05% -2,414 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: 66,760 shares; 2024Q4: 64,916 shares; 2025Q1: 68,624 shares; 2025Q2: 65,622 shares; 2025Q3: 63,659 shares 63,659 $4.55M 0.05% -1,963 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,496 shares; 2024Q4: 72,734 shares; 2025Q1: 71,672 shares; 2025Q2: 70,777 shares; 2025Q3: 69,619 shares 69,619 $4.53M 0.05% -1,158 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,175 shares; 2024Q4: 76,493 shares; 2025Q1: 71,707 shares; 2025Q2: 69,703 shares; 2025Q3: 67,349 shares 67,349 $4.52M 0.05% -2,354 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,066 shares; 2024Q4: 229,801 shares; 2025Q1: 203,336 shares; 2025Q2: 202,536 shares; 2025Q3: 198,179 shares 198,179 $4.48M 0.05% -4,357 Timeline 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: 112,698 shares; 2025Q1: 112,698 shares; 2025Q2: 112,698 shares; 2025Q3: 112,698 shares 112,698 $4.46M 0.05% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 5,462 shares; 2025Q1: 36,370 shares; 2025Q2: 43,094 shares; 2025Q3: 45,187 shares 45,187 $4.43M 0.05% +2,093 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,957 shares; 2024Q4: 22,951 shares; 2025Q1: 22,985 shares; 2025Q2: 22,981 shares; 2025Q3: 23,633 shares 23,633 $4.42M 0.05% +652 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: 8,522 shares; 2024Q4: 8,206 shares; 2025Q1: 7,968 shares; 2025Q2: 7,562 shares; 2025Q3: 7,851 shares 7,851 $4.41M 0.05% +289 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: 18,279 shares; 2024Q4: 22,254 shares; 2025Q1: 23,912 shares; 2025Q2: 25,530 shares; 2025Q3: 25,627 shares 25,627 $4.32M 0.05% +97 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: 49,159 shares; 2024Q4: 48,666 shares; 2025Q1: 46,139 shares; 2025Q2: 45,071 shares; 2025Q3: 45,371 shares 45,371 $4.32M 0.05% +300 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: 49,001 shares; 2024Q4: 49,713 shares; 2025Q1: 50,240 shares; 2025Q2: 50,646 shares; 2025Q3: 50,942 shares 50,942 $4.31M 0.05% +296 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: 83,900 shares; 2024Q4: 78,956 shares; 2025Q1: 78,379 shares; 2025Q2: 78,834 shares; 2025Q3: 78,834 shares 78,834 $4.25M 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 7,593 shares; 2025Q1: 12,724 shares; 2025Q2: 11,995 shares; 2025Q3: 12,057 shares 12,057 $4.21M 0.05% +62 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: 12,484 shares; 2024Q4: 12,471 shares; 2025Q1: 12,485 shares; 2025Q2: 12,490 shares; 2025Q3: 13,951 shares 13,951 $4.19M 0.05% +1,461 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: 37,697 shares; 2024Q4: 37,697 shares; 2025Q1: 38,750 shares; 2025Q2: 38,817 shares; 2025Q3: 37,496 shares 37,496 $4.19M 0.05% -1,321 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 130,776 shares; 2025Q2: 126,159 shares; 2025Q3: 124,749 shares 124,749 $4.19M 0.05% -1,410 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: 7,794 shares; 2024Q4: 7,960 shares; 2025Q1: 8,122 shares; 2025Q2: 8,267 shares; 2025Q3: 8,419 shares 8,419 $4.13M 0.05% +152 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,250 shares; 2025Q2: 94,625 shares; 2025Q3: 128,500 shares 128,500 $3.99M 0.05% +33,875 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: 14,098 shares; 2024Q4: 14,677 shares; 2025Q1: 13,791 shares; 2025Q2: 14,462 shares; 2025Q3: 13,984 shares 13,984 $3.94M 0.04% -478 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: 45,907 shares; 2024Q4: 47,611 shares; 2025Q1: 48,729 shares; 2025Q2: 49,354 shares; 2025Q3: 46,507 shares 46,507 $3.9M 0.04% -2,847 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: 58,204 shares; 2024Q4: 62,867 shares; 2025Q1: 56,756 shares; 2025Q2: 56,064 shares; 2025Q3: 58,736 shares 58,736 $3.87M 0.04% +2,672 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 8,019 shares; 2025Q1: 7,248 shares; 2025Q2: 7,281 shares; 2025Q3: 7,001 shares 7,001 $3.83M 0.04% -280 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: 174,490 shares; 2024Q4: 168,771 shares; 2025Q1: 167,213 shares; 2025Q2: 144,772 shares; 2025Q3: 121,810 shares 121,810 $3.83M 0.04% -22,962 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,844 shares; 2024Q4: 68,558 shares; 2025Q1: 65,282 shares; 2025Q2: 63,786 shares; 2025Q3: 59,947 shares 59,947 $3.69M 0.04% -3,839 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: 6,091 shares; 2024Q4: 6,054 shares; 2025Q1: 6,230 shares; 2025Q2: 6,137 shares; 2025Q3: 6,137 shares 6,137 $3.66M 0.04% 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: 6,377 shares; 2024Q4: 7,447 shares; 2025Q1: 21,619 shares; 2025Q2: 22,118 shares; 2025Q3: 21,762 shares 21,762 $3.64M 0.04% -356 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: 7,784 shares; 2024Q4: 8,023 shares; 2025Q1: 7,910 shares; 2025Q2: 8,779 shares; 2025Q3: 8,762 shares 8,762 $3.63M 0.04% -17 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: 14,410 shares; 2024Q4: 10,334 shares; 2025Q1: 28,919 shares; 2025Q2: 29,113 shares; 2025Q3: 29,088 shares 29,088 $3.62M 0.04% -25 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,927 shares; 2024Q4: 56,548 shares; 2025Q1: 58,322 shares; 2025Q2: 55,315 shares; 2025Q3: 56,188 shares 56,188 $3.61M 0.04% +873 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: 12,110 shares; 2024Q4: 63,596 shares; 2025Q1: 60,098 shares; 2025Q2: 61,795 shares; 2025Q3: 63,173 shares 63,173 $3.59M 0.04% +1,378 Timeline XBI 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: 44,478 shares; 2024Q4: 43,931 shares; 2025Q1: 41,232 shares; 2025Q2: 36,683 shares; 2025Q3: 35,754 shares 35,754 $3.58M 0.04% -929 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: 5,508 shares; 2024Q4: 5,166 shares; 2025Q1: 5,166 shares; 2025Q2: 5,157 shares; 2025Q3: 5,941 shares 5,941 $3.57M 0.04% +784 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: 3,975 shares; 2024Q4: 3,941 shares; 2025Q1: 3,936 shares; 2025Q2: 3,752 shares; 2025Q3: 3,720 shares 3,720 $3.54M 0.04% -32 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,244 shares; 2025Q1: 19,062 shares; 2025Q2: 19,012 shares; 2025Q3: 18,475 shares 18,475 $3.47M 0.04% -537 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: 14,588 shares; 2024Q4: 16,438 shares; 2025Q1: 15,171 shares; 2025Q2: 15,778 shares; 2025Q3: 15,970 shares 15,970 $3.43M 0.04% +192 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: 44,086 shares; 2024Q4: 42,977 shares; 2025Q1: 36,991 shares; 2025Q2: 31,949 shares; 2025Q3: 29,817 shares 29,817 $3.41M 0.04% -2,132 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: 27,656 shares; 2024Q4: 28,757 shares; 2025Q1: 28,883 shares; 2025Q2: 22,064 shares; 2025Q3: 21,921 shares 21,921 $3.34M 0.04% -143 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: 11,750 shares; 2024Q4: 11,748 shares; 2025Q1: 13,214 shares; 2025Q2: 13,393 shares; 2025Q3: 13,391 shares 13,391 $3.28M 0.04% -2 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,599 shares; 2024Q4: 181,998 shares; 2025Q1: 178,021 shares; 2025Q2: 158,715 shares; 2025Q3: 146,056 shares 146,056 $3.28M 0.04% -12,659 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: 76,491 shares; 2024Q4: 84,054 shares; 2025Q1: 84,200 shares; 2025Q2: 73,057 shares; 2025Q3: 66,932 shares 66,932 $3.23M 0.04% -6,125 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: 35,375 shares; 2024Q4: 32,465 shares; 2025Q1: 51,297 shares; 2025Q2: 48,309 shares; 2025Q3: 33,465 shares 33,465 $3.19M 0.04% -14,844 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,246 shares; 2024Q4: 89,246 shares; 2025Q1: 89,246 shares; 2025Q2: 89,246 shares; 2025Q3: 81,670 shares 81,670 $3.16M 0.04% -7,576 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: 35,587 shares; 2024Q4: 35,953 shares; 2025Q1: 40,553 shares; 2025Q2: 45,017 shares; 2025Q3: 45,391 shares 45,391 $3.11M 0.04% +374 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: 27,797 shares; 2024Q4: 27,278 shares; 2025Q1: 26,874 shares; 2025Q2: 26,037 shares; 2025Q3: 25,248 shares 25,248 $3.1M 0.04% -789 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,073 shares; 2024Q4: 63,073 shares; 2025Q1: 63,303 shares; 2025Q2: 63,303 shares; 2025Q3: 63,303 shares 63,303 $3.08M 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,352 shares; 2025Q1: 11,686 shares; 2025Q2: 10,665 shares; 2025Q3: 10,010 shares 10,010 $3.06M 0.03% -655 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: 11,246 shares; 2024Q4: 12,837 shares; 2025Q1: 12,930 shares; 2025Q2: 12,905 shares; 2025Q3: 12,995 shares 12,995 $3.05M 0.03% +90 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: 11,295 shares; 2024Q4: 14,923 shares; 2025Q1: 33,185 shares; 2025Q2: 30,485 shares; 2025Q3: 29,965 shares 29,965 $3.04M 0.03% -520 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,746 shares; 2024Q4: 30,746 shares; 2025Q1: 30,708 shares; 2025Q2: 25,830 shares; 2025Q3: 25,557 shares 25,557 $3.03M 0.03% -273 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: 32,197 shares; 2024Q4: 31,652 shares; 2025Q1: 31,921 shares; 2025Q2: 32,293 shares; 2025Q3: 35,314 shares 35,314 $2.9M 0.03% +3,021 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,046 shares; 2024Q4: 32,397 shares; 2025Q1: 46,427 shares; 2025Q2: 104,388 shares; 2025Q3: 116,238 shares 116,238 $2.85M 0.03% +11,850 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,453 shares; 2024Q4: 122,016 shares; 2025Q1: 118,083 shares; 2025Q2: 111,973 shares; 2025Q3: 112,591 shares 112,591 $2.85M 0.03% +618 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: 39,548 shares; 2024Q4: 40,267 shares; 2025Q1: 38,385 shares; 2025Q2: 33,057 shares; 2025Q3: 31,138 shares 31,138 $2.85M 0.03% -1,919 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: 82,720 shares; 2024Q4: 55,520 shares; 2025Q1: 49,900 shares; 2025Q2: 95,651 shares; 2025Q3: 95,651 shares 95,651 $2.83M 0.03% 0 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: 23,784 shares; 2024Q4: 19,841 shares; 2025Q1: 19,861 shares; 2025Q2: 24,619 shares; 2025Q3: 26,474 shares 26,474 $2.83M 0.03% +1,855 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: 8,586 shares; 2024Q4: 9,126 shares; 2025Q1: 9,726 shares; 2025Q2: 10,731 shares; 2025Q3: 11,775 shares 11,775 $2.82M 0.03% +1,044 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 15,067 shares; 2025Q1: 50,020 shares; 2025Q2: 48,494 shares; 2025Q3: 48,963 shares 48,963 $2.81M 0.03% +469 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: 212,600 shares; 2024Q4: 212,600 shares; 2025Q1: 212,600 shares; 2025Q2: 175,865 shares; 2025Q3: 175,865 shares 175,865 $2.76M 0.03% 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: 8,289 shares; 2024Q4: 8,995 shares; 2025Q1: 9,259 shares; 2025Q2: 9,224 shares; 2025Q3: 9,225 shares 9,225 $2.75M 0.03% +1 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: 91,380 shares; 2024Q4: 92,269 shares; 2025Q1: 90,000 shares; 2025Q2: 92,513 shares; 2025Q3: 97,187 shares 97,187 $2.74M 0.03% +4,674 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: 23,595 shares; 2024Q4: 24,725 shares; 2025Q1: 35,075 shares; 2025Q2: 23,383 shares; 2025Q3: 15,973 shares 15,973 $2.73M 0.03% -7,410 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: 10,160 shares; 2024Q4: 10,212 shares; 2025Q1: 9,564 shares; 2025Q2: 9,335 shares; 2025Q3: 9,254 shares 9,254 $2.72M 0.03% -81 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: 21,155 shares; 2025Q1: 27,163 shares; 2025Q2: 26,663 shares; 2025Q3: 26,760 shares 26,760 $2.69M 0.03% +97 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: 2,542 shares; 2024Q4: 2,264 shares; 2025Q1: 2,097 shares; 2025Q2: 2,716 shares; 2025Q3: 2,731 shares 2,731 $2.64M 0.03% +15 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: 40,147 shares; 2024Q4: 40,817 shares; 2025Q1: 31,574 shares; 2025Q2: 24,594 shares; 2025Q3: 23,385 shares 23,385 $2.63M 0.03% -1,209 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: 9,024 shares; 2024Q4: 9,024 shares; 2025Q1: 18,168 shares; 2025Q2: 16,153 shares; 2025Q3: 20,723 shares 20,723 $2.63M 0.03% +4,570 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 18,564 shares; 2025Q1: 35,037 shares; 2025Q2: 36,003 shares; 2025Q3: 34,303 shares 34,303 $2.62M 0.03% -1,700 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: 11,358 shares; 2024Q4: 10,940 shares; 2025Q1: 11,289 shares; 2025Q2: 10,025 shares; 2025Q3: 10,039 shares 10,039 $2.61M 0.03% +14 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: 7,524 shares; 2024Q4: 4,856 shares; 2025Q1: 4,658 shares; 2025Q2: 4,876 shares; 2025Q3: 5,198 shares 5,198 $2.56M 0.03% +322 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: 37,630 shares; 2024Q4: 37,920 shares; 2025Q1: 38,184 shares; 2025Q2: 30,748 shares; 2025Q3: 30,823 shares 30,823 $2.56M 0.03% +75 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,734 shares; 2024Q4: 20,734 shares; 2025Q1: 23,211 shares; 2025Q2: 23,111 shares; 2025Q3: 22,925 shares 22,925 $2.53M 0.03% -186 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 29,038 shares; 2025Q1: 30,185 shares; 2025Q2: 32,894 shares; 2025Q3: 31,354 shares 31,354 $2.51M 0.03% -1,540 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: 523 shares; 2024Q4: 582 shares; 2025Q1: 606 shares; 2025Q2: 595 shares; 2025Q3: 582 shares 582 $2.5M 0.03% -13 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 10,285 shares; 2025Q2: 9,263 shares; 2025Q3: 10,286 shares 10,286 $2.45M 0.03% +1,023 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: 21,305 shares; 2024Q4: 21,305 shares; 2025Q1: 21,305 shares; 2025Q2: 20,476 shares; 2025Q3: 20,174 shares 20,174 $2.43M 0.03% -302 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 48,080 shares; 2025Q2: 49,650 shares; 2025Q3: 48,680 shares 48,680 $2.43M 0.03% -970 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 11,984 shares; 2025Q1: 19,603 shares; 2025Q2: 20,172 shares; 2025Q3: 22,582 shares 22,582 $2.41M 0.03% +2,410 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: 12,883 shares; 2024Q4: 12,139 shares; 2025Q1: 12,473 shares; 2025Q2: 12,930 shares; 2025Q3: 11,903 shares 11,903 $2.4M 0.03% -1,027 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: 4,157 shares; 2024Q4: 4,428 shares; 2025Q1: 3,639 shares; 2025Q2: 8,266 shares; 2025Q3: 8,555 shares 8,555 $2.39M 0.03% +289 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: 5,618 shares; 2024Q4: 11,244 shares; 2025Q1: 26,893 shares; 2025Q2: 25,598 shares; 2025Q3: 25,597 shares 25,597 $2.39M 0.03% -1 Timeline SCHF 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: 44,502 shares; 2024Q4: 103,983 shares; 2025Q1: 105,262 shares; 2025Q2: 102,811 shares; 2025Q3: 101,636 shares 101,636 $2.37M 0.03% -1,175 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: 3,032 shares; 2024Q4: 3,661 shares; 2025Q1: 3,575 shares; 2025Q2: 3,965 shares; 2025Q3: 4,045 shares 4,045 $2.29M 0.03% +80 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 21,568 shares; 2025Q1: 26,309 shares; 2025Q2: 22,710 shares; 2025Q3: 24,221 shares 24,221 $2.28M 0.03% +1,511 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: 14,005 shares; 2024Q4: 13,712 shares; 2025Q1: 13,858 shares; 2025Q2: 14,326 shares; 2025Q3: 14,408 shares 14,408 $2.27M 0.03% +82 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: 9,073 shares; 2024Q4: 9,585 shares; 2025Q1: 9,033 shares; 2025Q2: 12,053 shares; 2025Q3: 12,064 shares 12,064 $2.25M 0.03% +11 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 6,045 shares; 2025Q1: 5,992 shares; 2025Q2: 6,657 shares; 2025Q3: 6,431 shares 6,431 $2.23M 0.03% -226 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,894 shares; 2024Q4: 22,894 shares; 2025Q1: 22,992 shares; 2025Q2: 20,950 shares; 2025Q3: 18,326 shares 18,326 $2.19M 0.02% -2,624 Timeline VPU 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: 12,685 shares; 2024Q4: 11,644 shares; 2025Q1: 11,529 shares; 2025Q2: 11,469 shares; 2025Q3: 11,538 shares 11,538 $2.19M 0.02% +69 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: 21,722 shares; 2024Q4: 21,722 shares; 2025Q1: 21,574 shares; 2025Q2: 22,574 shares; 2025Q3: 21,323 shares 21,323 $2.17M 0.02% -1,251 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: 20,443 shares; 2024Q4: 20,868 shares; 2025Q1: 27,018 shares; 2025Q2: 28,093 shares; 2025Q3: 25,842 shares 25,842 $2.17M 0.02% -2,251 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,509 shares; 2025Q3: 65,804 shares 65,804 $2.16M 0.02% -19,705 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: 2,596 shares; 2024Q4: 2,176 shares; 2025Q1: 2,929 shares; 2025Q2: 3,206 shares; 2025Q3: 2,996 shares 2,996 $2.15M 0.02% -210 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: 3,633 shares; 2024Q4: 3,634 shares; 2025Q1: 3,614 shares; 2025Q2: 3,309 shares; 2025Q3: 2,766 shares 2,766 $2.14M 0.02% -543 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,811 shares; 2024Q4: 39,762 shares; 2025Q1: 39,118 shares; 2025Q2: 40,735 shares; 2025Q3: 35,544 shares 35,544 $2.09M 0.02% -5,191 Timeline FIW 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: 20,885 shares; 2024Q4: 20,298 shares; 2025Q1: 19,922 shares; 2025Q2: 18,682 shares; 2025Q3: 18,536 shares 18,536 $2.08M 0.02% -146 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: 22,718 shares; 2024Q4: 21,885 shares; 2025Q1: 22,021 shares; 2025Q2: 21,331 shares; 2025Q3: 21,331 shares 21,331 $2.06M 0.02% 0 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: 43,316 shares; 2024Q4: 39,998 shares; 2025Q1: 39,222 shares; 2025Q2: 35,594 shares; 2025Q3: 24,432 shares 24,432 $2.05M 0.02% -11,162 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: 20,467 shares; 2024Q4: 16,418 shares; 2025Q1: 16,422 shares; 2025Q2: 18,373 shares; 2025Q3: 18,604 shares 18,604 $2.05M 0.02% +231 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: 11,506 shares; 2024Q4: 10,903 shares; 2025Q1: 10,758 shares; 2025Q2: 10,705 shares; 2025Q3: 10,134 shares 10,134 $2.04M 0.02% -571 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: 6,616 shares; 2024Q4: 7,229 shares; 2025Q1: 10,029 shares; 2025Q2: 9,855 shares; 2025Q3: 9,896 shares 9,896 $2.03M 0.02% +41 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,453 shares; 2024Q4: 22,578 shares; 2025Q1: 20,785 shares; 2025Q2: 26,688 shares; 2025Q3: 33,494 shares 33,494 $2.01M 0.02% +6,806 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: 2,918 shares; 2024Q4: 5,078 shares; 2025Q1: 5,162 shares; 2025Q2: 5,633 shares; 2025Q3: 6,070 shares 6,070 $2M 0.02% +437 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 10,592 shares; 2025Q1: 29,783 shares; 2025Q2: 29,109 shares; 2025Q3: 29,715 shares 29,715 $1.99M 0.02% +606 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,581 shares; 2024Q4: 35,426 shares; 2025Q1: 36,118 shares; 2025Q2: 32,902 shares; 2025Q3: 39,400 shares 39,400 $1.99M 0.02% +6,498 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,270 shares; 2024Q4: 22,102 shares; 2025Q1: 21,813 shares; 2025Q2: 20,037 shares; 2025Q3: 18,646 shares 18,646 $1.96M 0.02% -1,391 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 4,461 shares; 2025Q1: 9,355 shares; 2025Q2: 8,635 shares; 2025Q3: 8,657 shares 8,657 $1.94M 0.02% +22 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: 8,014 shares; 2024Q4: 5,998 shares; 2025Q1: 10,754 shares; 2025Q2: 10,232 shares; 2025Q3: 12,007 shares 12,007 $1.94M 0.02% +1,775 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $1.94M 0.02% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 38,181 shares; 2025Q2: 38,572 shares; 2025Q3: 40,030 shares 40,030 $1.91M 0.02% +1,458 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 3,013 shares; 2025Q1: 14,231 shares; 2025Q2: 13,616 shares; 2025Q3: 14,057 shares 14,057 $1.88M 0.02% +441 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: 10,760 shares; 2024Q4: 5,763 shares; 2025Q1: 5,768 shares; 2025Q2: 5,807 shares; 2025Q3: 5,792 shares 5,792 $1.87M 0.02% -15 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: 14,136 shares; 2024Q4: 15,250 shares; 2025Q1: 17,322 shares; 2025Q2: 20,003 shares; 2025Q3: 19,813 shares 19,813 $1.86M 0.02% -190 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,873 shares; 2025Q1: 33,988 shares; 2025Q2: 31,816 shares; 2025Q3: 36,150 shares 36,150 $1.82M 0.02% +4,334 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: 6,156 shares; 2024Q4: 6,306 shares; 2025Q1: 6,306 shares; 2025Q2: 6,627 shares; 2025Q3: 6,661 shares 6,661 $1.82M 0.02% +34 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: 3,131 shares; 2024Q4: 3,717 shares; 2025Q1: 3,782 shares; 2025Q2: 4,070 shares; 2025Q3: 5,185 shares 5,185 $1.82M 0.02% +1,115 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: 7,285 shares; 2024Q4: 7,323 shares; 2025Q1: 6,474 shares; 2025Q2: 6,999 shares; 2025Q3: 6,997 shares 6,997 $1.82M 0.02% -2 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 14,810 shares; 2025Q1: 14,750 shares; 2025Q2: 14,462 shares; 2025Q3: 13,810 shares 13,810 $1.81M 0.02% -652 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: 43,929 shares; 2024Q4: 44,957 shares; 2025Q1: 36,475 shares; 2025Q2: 37,057 shares; 2025Q3: 19,943 shares 19,943 $1.78M 0.02% -17,114 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 12,035 shares; 2025Q2: 10,860 shares; 2025Q3: 10,511 shares 10,511 $1.77M 0.02% -349 Timeline BINC 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: not reported; 2025Q2: not reported; 2025Q3: 33,138 shares 33,138 $1.76M 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 5,735 shares; 2025Q1: 5,901 shares; 2025Q2: 6,045 shares; 2025Q3: 6,287 shares 6,287 $1.76M 0.02% +242 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: 27,461 shares; 2024Q4: 29,001 shares; 2025Q1: 28,508 shares; 2025Q2: 28,683 shares; 2025Q3: 28,054 shares 28,054 $1.75M 0.02% -629 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: 13,007 shares; 2024Q4: 12,987 shares; 2025Q1: 13,205 shares; 2025Q2: 11,830 shares; 2025Q3: 12,280 shares 12,280 $1.74M 0.02% +450 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,756 shares; 2025Q1: 5,655 shares; 2025Q2: 5,624 shares; 2025Q3: 5,390 shares 5,390 $1.74M 0.02% -234 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: 5,899 shares; 2024Q4: 5,899 shares; 2025Q1: 28,192 shares; 2025Q2: 26,788 shares; 2025Q3: 25,780 shares 25,780 $1.74M 0.02% -1,008 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: not reported; 2024Q4: not reported; 2025Q1: 13,670 shares; 2025Q2: 23,091 shares; 2025Q3: 32,343 shares 32,343 $1.72M 0.02% +9,252 Timeline GAP GAP INC More: the full row for GAP 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: 80,229 shares 80,229 $1.72M 0.02% new Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,348 shares; 2024Q4: 33,382 shares; 2025Q1: 32,845 shares; 2025Q2: 31,661 shares; 2025Q3: 33,729 shares 33,729 $1.69M 0.02% +2,068 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: 36,300 shares; 2024Q4: 32,276 shares; 2025Q1: 40,297 shares; 2025Q2: 39,114 shares; 2025Q3: 42,934 shares 42,934 $1.68M 0.02% +3,820 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: 3,176 shares; 2024Q4: 2,837 shares; 2025Q1: 7,500 shares; 2025Q2: 6,724 shares; 2025Q3: 6,785 shares 6,785 $1.68M 0.02% +61 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: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,756 shares; 2025Q2: 8,776 shares; 2025Q3: 8,196 shares 8,196 $1.67M 0.02% -580 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: 6,339 shares; 2024Q4: 6,606 shares; 2025Q1: 8,308 shares; 2025Q2: 7,799 shares; 2025Q3: 7,600 shares 7,600 $1.67M 0.02% -199 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: 23,023 shares; 2024Q4: 25,117 shares; 2025Q1: 26,314 shares; 2025Q2: 27,504 shares; 2025Q3: 24,768 shares 24,768 $1.67M 0.02% -2,736 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: 9,810 shares; 2024Q4: 10,533 shares; 2025Q1: 10,148 shares; 2025Q2: 11,608 shares; 2025Q3: 11,608 shares 11,608 $1.65M 0.02% 0 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: 4,896 shares; 2024Q4: 4,958 shares; 2025Q1: 4,956 shares; 2025Q2: 5,357 shares; 2025Q3: 5,359 shares 5,359 $1.65M 0.02% +2 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,386 shares; 2025Q1: 43,445 shares; 2025Q2: 13,511 shares; 2025Q3: 12,414 shares 12,414 $1.64M 0.02% -1,097 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: 45,944 shares; 2024Q4: 49,902 shares; 2025Q1: 49,713 shares; 2025Q2: 49,253 shares; 2025Q3: 46,063 shares 46,063 $1.64M 0.02% -3,190 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,120 shares; 2025Q2: 28,420 shares; 2025Q3: 19,139 shares 19,139 $1.61M 0.02% -9,281 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: 28,759 shares; 2024Q4: 28,759 shares; 2025Q1: 28,759 shares; 2025Q2: 28,759 shares; 2025Q3: 28,759 shares 28,759 $1.59M 0.02% 0 Timeline EDIV 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: 6,527 shares; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 40,933 shares; 2025Q3: 40,933 shares 40,933 $1.59M 0.02% 0 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: 6,797 shares; 2024Q4: 6,510 shares; 2025Q1: 7,605 shares; 2025Q2: 7,602 shares; 2025Q3: 7,763 shares 7,763 $1.59M 0.02% +161 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: 3,174 shares; 2024Q4: 3,671 shares; 2025Q1: 3,507 shares; 2025Q2: 3,606 shares; 2025Q3: 3,228 shares 3,228 $1.59M 0.02% -378 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 14,009 shares; 2025Q1: 14,035 shares; 2025Q2: 14,000 shares; 2025Q3: 13,992 shares 13,992 $1.56M 0.02% -8 Timeline VYGR VOYAGER THERAPEUTICS INC More: the full row for VOYAGER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,397 shares; 2024Q4: 259,397 shares; 2025Q1: 259,397 shares; 2025Q2: 259,397 shares; 2025Q3: 334,397 shares 334,397 $1.56M 0.02% +75,000 Timeline FLOT 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: 30,304 shares; 2024Q4: 30,537 shares; 2025Q1: 30,537 shares; 2025Q2: 30,537 shares; 2025Q3: 30,537 shares 30,537 $1.56M 0.02% 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: 4,662 shares; 2024Q4: 5,327 shares; 2025Q1: 5,084 shares; 2025Q2: 5,540 shares; 2025Q3: 6,279 shares 6,279 $1.55M 0.02% +739 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 15,325 shares; 2025Q2: 15,745 shares; 2025Q3: 15,922 shares 15,922 $1.54M 0.02% +177 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,939 shares; 2024Q4: 58,939 shares; 2025Q1: 58,939 shares; 2025Q2: 58,939 shares; 2025Q3: 58,939 shares 58,939 $1.54M 0.02% 0 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: 28,189 shares; 2025Q2: 27,756 shares; 2025Q3: 26,948 shares 26,948 $1.53M 0.02% -808 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,519 shares; 2024Q4: 47,722 shares; 2025Q1: 63,272 shares; 2025Q2: 64,189 shares; 2025Q3: 64,723 shares 64,723 $1.52M 0.02% +534 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 10,770 shares; 2025Q1: 11,085 shares; 2025Q2: 11,171 shares; 2025Q3: 11,289 shares 11,289 $1.52M 0.02% +118 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,945 shares; 2025Q1: 6,014 shares; 2025Q2: 5,799 shares; 2025Q3: 5,921 shares 5,921 $1.52M 0.02% +122 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: 994 shares; 2024Q4: 977 shares; 2025Q1: 979 shares; 2025Q2: 988 shares; 2025Q3: 1,012 shares 1,012 $1.51M 0.02% +24 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: 13,424 shares; 2024Q4: 12,647 shares; 2025Q1: 12,797 shares; 2025Q2: 13,598 shares; 2025Q3: 13,632 shares 13,632 $1.51M 0.02% +34 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,851 shares; 2025Q1: 11,222 shares; 2025Q2: 16,022 shares; 2025Q3: 15,892 shares 15,892 $1.51M 0.02% -130 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: 12,967 shares; 2024Q4: 12,869 shares; 2025Q1: 12,654 shares; 2025Q2: 13,605 shares; 2025Q3: 13,843 shares 13,843 $1.51M 0.02% +238 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: 1,498 shares; 2024Q4: 1,812 shares; 2025Q1: 2,144 shares; 2025Q2: 2,548 shares; 2025Q3: 2,391 shares 2,391 $1.51M 0.02% -157 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: 13,012 shares; 2024Q4: 13,382 shares; 2025Q1: 13,012 shares; 2025Q2: 13,105 shares; 2025Q3: 15,316 shares 15,316 $1.51M 0.02% +2,211 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: 74,829 shares; 2024Q4: 73,424 shares; 2025Q1: 53,758 shares; 2025Q2: 44,174 shares; 2025Q3: 44,671 shares 44,671 $1.5M 0.02% +497 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,020 shares; 2025Q2: 18,260 shares; 2025Q3: 20,916 shares 20,916 $1.48M 0.02% +2,656 Timeline PYLD 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: not reported; 2025Q2: not reported; 2025Q3: 54,766 shares 54,766 $1.47M 0.02% new 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: 26,755 shares; 2024Q4: 26,779 shares; 2025Q1: 26,030 shares; 2025Q2: 24,547 shares; 2025Q3: 32,856 shares 32,856 $1.46M 0.02% +8,309 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares 1,765 $1.46M 0.02% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 8,658 shares; 2025Q1: 8,371 shares; 2025Q2: 8,371 shares; 2025Q3: 8,446 shares 8,446 $1.46M 0.02% +75 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: 11,080 shares; 2024Q4: 11,287 shares; 2025Q1: 11,176 shares; 2025Q2: 11,515 shares; 2025Q3: 11,788 shares 11,788 $1.46M 0.02% +273 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: 9,637 shares; 2024Q4: 9,255 shares; 2025Q1: 9,380 shares; 2025Q2: 9,458 shares; 2025Q3: 9,440 shares 9,440 $1.43M 0.02% -18 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,084 shares; 2024Q4: 54,402 shares; 2025Q1: 67,896 shares; 2025Q2: 41,187 shares; 2025Q3: 41,706 shares 41,706 $1.43M 0.02% +519 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: 11,424 shares; 2024Q4: 10,754 shares; 2025Q1: 8,270 shares; 2025Q2: 8,296 shares; 2025Q3: 8,402 shares 8,402 $1.42M 0.02% +106 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: 23,188 shares; 2024Q4: 22,888 shares; 2025Q1: 22,318 shares; 2025Q2: 22,414 shares; 2025Q3: 20,945 shares 20,945 $1.38M 0.02% -1,469 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: 9,575 shares; 2024Q4: 9,575 shares; 2025Q1: 9,575 shares; 2025Q2: 9,797 shares; 2025Q3: 10,599 shares 10,599 $1.38M 0.02% +802 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,125 shares; 2024Q4: 241,319 shares; 2025Q1: 18,599 shares; 2025Q2: 18,599 shares; 2025Q3: 18,599 shares 18,599 $1.37M 0.02% 0 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 33,982 shares; 2025Q2: 63,085 shares; 2025Q3: 57,085 shares 57,085 $1.36M 0.02% -6,000 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: 6,879 shares; 2024Q4: 6,868 shares; 2025Q1: 7,281 shares; 2025Q2: 6,498 shares; 2025Q3: 6,498 shares 6,498 $1.34M 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,927 shares; 2025Q1: 4,094 shares; 2025Q2: 4,299 shares; 2025Q3: 4,330 shares 4,330 $1.34M 0.02% +31 Timeline GDXJ 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: 15,065 shares; 2024Q4: 10,065 shares; 2025Q1: 11,691 shares; 2025Q2: 13,510 shares; 2025Q3: 13,510 shares 13,510 $1.34M 0.02% 0 Timeline DFUV 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: 31,498 shares; 2024Q4: 30,680 shares; 2025Q1: 30,186 shares; 2025Q2: 29,786 shares; 2025Q3: 29,786 shares 29,786 $1.33M 0.02% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 2,449 shares; 2025Q1: 4,142 shares; 2025Q2: 4,402 shares; 2025Q3: 4,601 shares 4,601 $1.33M 0.02% +199 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: 1,207 shares; 2024Q4: 1,231 shares; 2025Q1: 1,149 shares; 2025Q2: 1,286 shares; 2025Q3: 1,383 shares 1,383 $1.32M 0.01% +97 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: not reported; 2025Q2: 6,213 shares; 2025Q3: 6,263 shares 6,263 $1.31M 0.01% +50 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 10,136 shares; 2025Q1: 14,233 shares; 2025Q2: 14,703 shares; 2025Q3: 13,802 shares 13,802 $1.31M 0.01% -901 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: 511 shares; 2024Q4: 583 shares; 2025Q1: 567 shares; 2025Q2: 569 shares; 2025Q3: 553 shares 553 $1.29M 0.01% -16 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: 15,351 shares; 2024Q4: 16,085 shares; 2025Q1: 14,808 shares; 2025Q2: 14,266 shares; 2025Q3: 14,165 shares 14,165 $1.29M 0.01% -101 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 2,445 shares; 2025Q2: 2,776 shares; 2025Q3: 2,684 shares 2,684 $1.29M 0.01% -92 Timeline 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: 7,906 shares; 2024Q4: 7,508 shares; 2025Q1: 19,364 shares; 2025Q2: 18,788 shares; 2025Q3: 20,778 shares 20,778 $1.27M 0.01% +1,990 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 29,227 shares; 2025Q1: 44,147 shares; 2025Q2: 44,715 shares; 2025Q3: 43,920 shares 43,920 $1.26M 0.01% -795 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: 2,428 shares; 2024Q4: 2,456 shares; 2025Q1: 2,654 shares; 2025Q2: 2,933 shares; 2025Q3: 2,994 shares 2,994 $1.26M 0.01% +61 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,184 shares; 2025Q2: 30,459 shares; 2025Q3: 29,734 shares 29,734 $1.26M 0.01% -725 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,555 shares; 2024Q4: 136,555 shares; 2025Q1: 136,555 shares; 2025Q2: 136,555 shares; 2025Q3: 136,555 shares 136,555 $1.26M 0.01% 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: 5,492 shares; 2025Q1: 5,980 shares; 2025Q2: 6,328 shares; 2025Q3: 6,385 shares 6,385 $1.25M 0.01% +57 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,341 shares; 2025Q1: 6,040 shares; 2025Q2: 5,529 shares; 2025Q3: 5,661 shares 5,661 $1.25M 0.01% +132 Timeline SPSM 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: 26,103 shares; 2024Q4: 26,103 shares; 2025Q1: 26,103 shares; 2025Q2: 25,971 shares; 2025Q3: 26,545 shares 26,545 $1.23M 0.01% +574 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 1,416 shares; 2025Q3: 1,709 shares 1,709 $1.23M 0.01% +293 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 10,290 shares; 2025Q1: 8,817 shares; 2025Q2: 8,821 shares; 2025Q3: 8,866 shares 8,866 $1.23M 0.01% +45 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: 11,033 shares; 2024Q4: 12,092 shares; 2025Q1: 11,041 shares; 2025Q2: 10,051 shares; 2025Q3: 10,917 shares 10,917 $1.22M 0.01% +866 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 19,055 shares; 2025Q3: 19,027 shares 19,027 $1.22M 0.01% -28 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: 8,443 shares; 2024Q4: 9,952 shares; 2025Q1: 11,117 shares; 2025Q2: 10,326 shares; 2025Q3: 10,593 shares 10,593 $1.21M 0.01% +267 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 9,469 shares; 2025Q2: 9,429 shares; 2025Q3: 8,569 shares 8,569 $1.21M 0.01% -860 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: 513 shares; 2025Q1: 555 shares; 2025Q2: 540 shares; 2025Q3: 1,722 shares 1,722 $1.2M 0.01% +1,182 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,259 shares; 2024Q4: 16,769 shares; 2025Q1: 15,887 shares; 2025Q2: 13,525 shares; 2025Q3: 12,584 shares 12,584 $1.2M 0.01% -941 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: 7,568 shares; 2024Q4: 7,968 shares; 2025Q1: 7,961 shares; 2025Q2: 9,421 shares; 2025Q3: 12,618 shares 12,618 $1.2M 0.01% +3,197 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: 5,336 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares 6,142 $1.19M 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,104 shares; 2024Q4: 16,581 shares; 2025Q1: 16,334 shares; 2025Q2: 16,914 shares; 2025Q3: 24,282 shares 24,282 $1.19M 0.01% +7,368 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,840 shares; 2024Q4: 28,840 shares; 2025Q1: 28,840 shares; 2025Q2: 28,840 shares; 2025Q3: 28,840 shares 28,840 $1.17M 0.01% 0 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: 1,733 shares; 2024Q4: 1,860 shares; 2025Q1: 2,436 shares; 2025Q2: 3,325 shares; 2025Q3: 3,523 shares 3,523 $1.17M 0.01% +198 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: 19,708 shares; 2024Q4: 18,377 shares; 2025Q1: 21,020 shares; 2025Q2: 12,666 shares; 2025Q3: 13,057 shares 13,057 $1.17M 0.01% +391 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,908 shares; 2025Q1: 4,217 shares; 2025Q2: 4,651 shares; 2025Q3: 4,471 shares 4,471 $1.16M 0.01% -180 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $1.15M 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,453 shares; 2024Q4: 12,014 shares; 2025Q1: 12,730 shares; 2025Q2: 8,599 shares; 2025Q3: 8,473 shares 8,473 $1.15M 0.01% -126 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: 8,665 shares; 2024Q4: 8,965 shares; 2025Q1: 12,387 shares; 2025Q2: 9,538 shares; 2025Q3: 9,538 shares 9,538 $1.15M 0.01% 0 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: 29,957 shares; 2024Q4: 28,448 shares; 2025Q1: 33,323 shares; 2025Q2: 34,336 shares; 2025Q3: 36,336 shares 36,336 $1.14M 0.01% +2,000 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,208 shares; 2025Q3: 1,212 shares 1,212 $1.13M 0.01% +4 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 2,067 shares; 2025Q2: 2,393 shares; 2025Q3: 2,198 shares 2,198 $1.13M 0.01% -195 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,291 shares; 2024Q4: 45,626 shares; 2025Q1: 46,695 shares; 2025Q2: 42,059 shares; 2025Q3: 40,996 shares 40,996 $1.12M 0.01% -1,063 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,019 shares; 2024Q4: 32,207 shares; 2025Q1: 46,612 shares; 2025Q2: 49,283 shares; 2025Q3: 42,190 shares 42,190 $1.1M 0.01% -7,093 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: 1,516 shares; 2024Q4: 2,463 shares; 2025Q1: 2,673 shares; 2025Q2: 3,377 shares; 2025Q3: 3,513 shares 3,513 $1.1M 0.01% +136 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: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,416 shares; 2025Q2: 1,365 shares; 2025Q3: 1,391 shares 1,391 $1.09M 0.01% +26 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: 11,643 shares; 2024Q4: 11,628 shares; 2025Q1: 10,090 shares; 2025Q2: 9,316 shares; 2025Q3: 7,777 shares 7,777 $1.08M 0.01% -1,539 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 23,095 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares 23,095 $1.08M 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,860 shares; 2025Q1: 7,277 shares; 2025Q2: 7,341 shares; 2025Q3: 7,195 shares 7,195 $1.07M 0.01% -146 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: 13,225 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,225 shares; 2025Q3: 11,945 shares 11,945 $1.07M 0.01% -1,280 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 14,507 shares; 2025Q2: 13,967 shares; 2025Q3: 14,467 shares 14,467 $1.06M 0.01% +500 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: 2,406 shares; 2024Q4: 2,944 shares; 2025Q1: 4,809 shares; 2025Q2: 5,860 shares; 2025Q3: 7,639 shares 7,639 $1.06M 0.01% +1,779 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,495 shares; 2025Q1: 4,358 shares; 2025Q2: 4,363 shares; 2025Q3: 5,087 shares 5,087 $1.06M 0.01% +724 Timeline JPST 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: 66,140 shares; 2024Q4: 41,286 shares; 2025Q1: 32,384 shares; 2025Q2: 30,551 shares; 2025Q3: 20,775 shares 20,775 $1.05M 0.01% -9,776 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,169 shares; 2024Q4: 13,669 shares; 2025Q1: 13,791 shares; 2025Q2: 14,009 shares; 2025Q3: 14,378 shares 14,378 $1.05M 0.01% +369 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,205 shares; 2025Q1: 5,145 shares; 2025Q2: 5,110 shares; 2025Q3: 5,040 shares 5,040 $1.03M 0.01% -70 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: 6,430 shares; 2025Q1: 4,613 shares; 2025Q2: 13,682 shares; 2025Q3: 13,666 shares 13,666 $1.02M 0.01% -16 Timeline SCHM 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: 11,400 shares; 2024Q4: 34,200 shares; 2025Q1: 34,200 shares; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares 34,200 $1.01M 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,358 shares; 2025Q1: 11,209 shares; 2025Q2: 9,972 shares; 2025Q3: 9,690 shares 9,690 $1.01M 0.01% -282 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $1.01M 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 11,223 shares; 2025Q1: 12,250 shares; 2025Q2: 12,000 shares; 2025Q3: 13,132 shares 13,132 $1.01M 0.01% +1,132 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: 6,915 shares; 2024Q4: 6,915 shares; 2025Q1: 6,915 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares 6,840 $987K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,217 shares; 2025Q1: 13,574 shares; 2025Q2: 10,555 shares; 2025Q3: 10,856 shares 10,856 $977K 0.01% +301 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,665 shares; 2024Q4: 32,323 shares; 2025Q1: 74,086 shares; 2025Q2: 92,831 shares; 2025Q3: 57,616 shares 57,616 $975K 0.01% -35,215 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,888 shares; 2025Q1: 4,100 shares; 2025Q2: 5,147 shares; 2025Q3: 5,722 shares 5,722 $974K 0.01% +575 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 7,063 shares; 2025Q1: 4,712 shares; 2025Q2: 4,880 shares; 2025Q3: 5,083 shares 5,083 $966K 0.01% +203 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: 3,207 shares; 2024Q4: 4,170 shares; 2025Q1: 4,541 shares; 2025Q2: 4,670 shares; 2025Q3: 4,865 shares 4,865 $961K 0.01% +195 Timeline STPZ 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: 17,638 shares; 2024Q4: 17,638 shares; 2025Q1: 17,638 shares; 2025Q2: 17,638 shares; 2025Q3: 17,638 shares 17,638 $956K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 6,279 shares; 2025Q1: 5,976 shares; 2025Q2: 6,052 shares; 2025Q3: 6,669 shares 6,669 $953K 0.01% +617 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: 21,843 shares; 2024Q4: 20,139 shares; 2025Q1: 21,821 shares; 2025Q2: 21,864 shares; 2025Q3: 15,895 shares 15,895 $949K 0.01% -5,969 PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,854 shares; 2025Q1: 8,144 shares; 2025Q2: 6,814 shares; 2025Q3: 6,860 shares 6,860 $942K 0.01% +46 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: 16,912 shares; 2024Q4: 19,607 shares; 2025Q1: 19,607 shares; 2025Q2: 19,607 shares; 2025Q3: 19,607 shares 19,607 $935K 0.01% 0 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: 9,842 shares; 2024Q4: 9,766 shares; 2025Q1: 10,283 shares; 2025Q2: 10,378 shares; 2025Q3: 10,432 shares 10,432 $923K 0.01% +54 Timeline UMBF UMB FINL CORP More: the full row for UMB 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: 2,383 shares; 2025Q1: 4,087 shares; 2025Q2: 4,985 shares; 2025Q3: 7,762 shares 7,762 $919K 0.01% +2,777 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,771 shares; 2025Q1: 3,556 shares; 2025Q2: 3,401 shares; 2025Q3: 3,493 shares 3,493 $918K 0.01% +92 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,603 shares; 2025Q1: 18,194 shares; 2025Q2: 19,015 shares; 2025Q3: 19,617 shares 19,617 $910K 0.01% +602 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: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,474 shares; 2025Q2: 10,693 shares; 2025Q3: 10,823 shares 10,823 $910K 0.01% +130 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,514 shares; 2024Q4: 13,567 shares; 2025Q1: 13,300 shares; 2025Q2: 13,466 shares; 2025Q3: 13,496 shares 13,496 $910K 0.01% +30 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,882 shares; 2024Q4: 31,995 shares; 2025Q1: 26,757 shares; 2025Q2: 23,269 shares; 2025Q3: 18,526 shares 18,526 $909K 0.01% -4,743 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: 2,257 shares; 2024Q4: 2,128 shares; 2025Q1: 3,464 shares; 2025Q2: 3,062 shares; 2025Q3: 3,046 shares 3,046 $907K 0.01% -16 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: 28,585 shares; 2024Q4: 28,520 shares; 2025Q1: 27,843 shares; 2025Q2: 35,131 shares; 2025Q3: 34,309 shares 34,309 $905K 0.01% -822 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,623 shares 23,623 $903K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,732 shares; 2025Q1: 11,591 shares; 2025Q2: 12,570 shares; 2025Q3: 10,957 shares 10,957 $893K 0.01% -1,613 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: 2,832 shares; 2024Q4: 3,143 shares; 2025Q1: 2,890 shares; 2025Q2: 3,321 shares; 2025Q3: 3,290 shares 3,290 $889K 0.01% -31 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,948 shares; 2025Q2: 4,725 shares; 2025Q3: 4,616 shares 4,616 $880K 0.01% -109 Timeline VDE 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: 12,215 shares; 2024Q4: 10,285 shares; 2025Q1: 10,192 shares; 2025Q2: 9,963 shares; 2025Q3: 6,973 shares 6,973 $878K 0.01% -2,990 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,605 shares; 2024Q4: 24,527 shares; 2025Q1: 24,527 shares; 2025Q2: 24,638 shares; 2025Q3: 24,589 shares 24,589 $877K 0.01% -49 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,443 shares; 2025Q1: 3,435 shares; 2025Q2: 3,535 shares; 2025Q3: 3,719 shares 3,719 $877K 0.01% +184 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 10,219 shares; 2025Q1: 10,219 shares; 2025Q2: 10,219 shares; 2025Q3: 10,219 shares 10,219 $867K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,676 shares; 2024Q4: 17,022 shares; 2025Q1: 16,366 shares; 2025Q2: 15,588 shares; 2025Q3: 15,506 shares 15,506 $864K 0.01% -82 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,794 shares; 2025Q1: 16,794 shares; 2025Q2: 16,794 shares; 2025Q3: 16,794 shares 16,794 $846K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 7,002 shares; 2025Q1: 6,748 shares; 2025Q2: 7,060 shares; 2025Q3: 7,067 shares 7,067 $844K 0.01% +7 Timeline IUSB 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: 17,493 shares; 2024Q4: 17,493 shares; 2025Q1: 17,073 shares; 2025Q2: 17,901 shares; 2025Q3: 18,044 shares 18,044 $843K 0.01% +143 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: 13,686 shares; 2024Q4: 14,954 shares; 2025Q1: 10,772 shares; 2025Q2: 10,748 shares; 2025Q3: 10,814 shares 10,814 $841K 0.01% +66 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,072 shares; 2024Q4: 30,717 shares; 2025Q1: 32,950 shares; 2025Q2: 33,132 shares; 2025Q3: 33,248 shares 33,248 $840K 0.01% +116 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,731 shares; 2025Q1: 4,018 shares; 2025Q2: 4,049 shares; 2025Q3: 3,679 shares 3,679 $838K 0.01% -370 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: 8,988 shares; 2024Q4: 13,475 shares; 2025Q1: 15,766 shares; 2025Q2: 14,439 shares; 2025Q3: 18,303 shares 18,303 $837K 0.01% +3,864 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares 3,750 $836K 0.01% 0 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: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,245 shares; 2025Q2: 3,166 shares; 2025Q3: 3,638 shares 3,638 $835K 0.01% +472 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,780 shares; 2025Q2: 9,980 shares; 2025Q3: 9,980 shares 9,980 $831K 0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,880 shares; 2025Q2: 3,880 shares; 2025Q3: 4,424 shares 4,424 $826K 0.01% +544 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: 10,358 shares; 2024Q4: 9,547 shares; 2025Q1: 9,777 shares; 2025Q2: 10,284 shares; 2025Q3: 10,463 shares 10,463 $815K 0.01% +179 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: 8,053 shares; 2024Q4: 8,053 shares; 2025Q1: 7,921 shares; 2025Q2: 7,896 shares; 2025Q3: 8,335 shares 8,335 $814K 0.01% +439 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 3,688 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares 3,688 $810K 0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 3,426 shares; 2025Q2: 5,371 shares; 2025Q3: 4,849 shares 4,849 $809K 0.01% -522 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 10,927 shares; 2025Q1: 23,780 shares; 2025Q2: 17,430 shares; 2025Q3: 20,140 shares 20,140 $804K 0.01% +2,710 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,610 shares; 2024Q4: 33,035 shares; 2025Q1: 23,545 shares; 2025Q2: 20,226 shares; 2025Q3: 10,773 shares 10,773 $802K 0.01% -9,453 Timeline SGOV 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: 7,963 shares 7,963 $802K 0.01% new 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: 1,565 shares; 2025Q1: 2,198 shares; 2025Q2: 11,607 shares; 2025Q3: 11,633 shares 11,633 $800K 0.01% +26 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: 22,728 shares; 2025Q2: 19,880 shares; 2025Q3: 25,030 shares 25,030 $799K 0.01% +5,150 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 7,991 shares; 2025Q3: 7,959 shares 7,959 $795K 0.01% -32 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,810 shares; 2024Q4: 16,810 shares; 2025Q1: 19,910 shares; 2025Q2: 18,759 shares; 2025Q3: 18,759 shares 18,759 $795K 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,860 shares; 2025Q2: 5,850 shares; 2025Q3: 6,325 shares 6,325 $787K 0.01% +475 Timeline ALLY ALLY FINL INC More: the full row for ALLY 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: not reported; 2025Q1: 17,955 shares; 2025Q2: 15,440 shares; 2025Q3: 20,080 shares 20,080 $787K 0.01% +4,640 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: 16,939 shares; 2024Q4: 17,094 shares; 2025Q1: 5,444 shares; 2025Q2: 6,154 shares; 2025Q3: 5,605 shares 5,605 $785K 0.01% -549 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: 2,655 shares; 2024Q4: 2,121 shares; 2025Q1: 2,096 shares; 2025Q2: 2,358 shares; 2025Q3: 2,421 shares 2,421 $782K 0.01% +63 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: 10,744 shares; 2024Q4: 11,447 shares; 2025Q1: 11,611 shares; 2025Q2: 12,063 shares; 2025Q3: 11,632 shares 11,632 $780K 0.01% -431 Timeline ICLN 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: 168,972 shares; 2024Q4: 70,486 shares; 2025Q1: 69,090 shares; 2025Q2: 50,240 shares; 2025Q3: 50,240 shares 50,240 $778K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 11,362 shares; 2025Q1: 11,410 shares; 2025Q2: 11,194 shares; 2025Q3: 22,490 shares 22,490 $768K 0.01% +11,296 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,798 shares; 2025Q1: 6,862 shares; 2025Q2: 6,609 shares; 2025Q3: 6,476 shares 6,476 $763K 0.01% -133 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,908 shares; 2025Q1: 7,945 shares; 2025Q2: 8,280 shares; 2025Q3: 8,442 shares 8,442 $763K 0.01% +162 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 7,803 shares; 2025Q1: 9,564 shares; 2025Q2: 9,567 shares; 2025Q3: 10,210 shares 10,210 $761K 0.01% +643 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,416 shares; 2025Q1: 3,068 shares; 2025Q2: 2,997 shares; 2025Q3: 2,925 shares 2,925 $759K 0.01% -72 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,939 shares; 2025Q1: 2,734 shares; 2025Q2: 2,799 shares; 2025Q3: 2,849 shares 2,849 $759K 0.01% +50 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP 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: 30,181 shares; 2025Q2: 30,307 shares; 2025Q3: 30,307 shares 30,307 $752K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 2,017 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares 1,922 $750K 0.01% 0 Timeline SIL 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: 21,480 shares; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares 10,270 $736K 0.01% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 17,728 shares; 2025Q3: 53,183 shares 53,183 $735K 0.01% +35,455 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 14,616 shares; 2025Q1: 15,820 shares; 2025Q2: 16,400 shares; 2025Q3: 17,019 shares 17,019 $735K 0.01% +619 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,423 shares; 2025Q1: 15,430 shares; 2025Q2: 14,430 shares; 2025Q3: 14,430 shares 14,430 $731K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,789 shares; 2025Q1: 9,103 shares; 2025Q2: 9,655 shares; 2025Q3: 11,479 shares 11,479 $727K 0.01% +1,824 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,821 shares; 2025Q1: 3,412 shares; 2025Q2: 3,020 shares; 2025Q3: 3,030 shares 3,030 $726K 0.01% +10 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: not reported; 2025Q1: not reported; 2025Q2: 4,741 shares; 2025Q3: 4,810 shares 4,810 $726K 0.01% +69 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 3,526 shares; 2025Q2: 3,192 shares; 2025Q3: 2,115 shares 2,115 $718K 0.01% -1,077 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL 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: not reported; 2025Q1: 13,635 shares; 2025Q2: 11,585 shares; 2025Q3: 11,813 shares 11,813 $715K 0.01% +228 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 9,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,585 shares 6,585 $696K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 6,141 shares; 2025Q1: 4,725 shares; 2025Q2: 1,947 shares; 2025Q3: 3,221 shares 3,221 $695K 0.01% +1,274 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 6,174 shares; 2025Q1: 6,175 shares; 2025Q2: 5,194 shares; 2025Q3: 5,015 shares 5,015 $690K 0.01% -179 Timeline TIP 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: 6,200 shares 6,200 $690K 0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,599 shares; 2025Q1: 8,327 shares; 2025Q2: 8,121 shares; 2025Q3: 8,272 shares 8,272 $675K 0.01% +151 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,654 shares; 2025Q2: 2,448 shares; 2025Q3: 2,268 shares 2,268 $672K 0.01% -180 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,753 shares; 2025Q2: 15,758 shares; 2025Q3: 14,053 shares 14,053 $672K 0.01% -1,705 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,185 shares; 2024Q4: 14,216 shares; 2025Q1: 17,776 shares; 2025Q2: 16,647 shares; 2025Q3: 26,927 shares 26,927 $668K 0.01% +10,280 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: 7,983 shares; 2025Q2: 8,088 shares; 2025Q3: 18,779 shares 18,779 $663K 0.01% +10,691 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,774 shares; 2024Q4: 8,925 shares; 2025Q1: 8,774 shares; 2025Q2: 8,434 shares; 2025Q3: 8,434 shares 8,434 $661K 0.01% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,420 shares; 2025Q1: 8,420 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares 8,420 $661K 0.01% 0 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: 3,994 shares; 2025Q3: 3,994 shares 3,994 $657K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 9,330 shares; 2025Q1: 7,380 shares; 2025Q2: 7,045 shares; 2025Q3: 7,873 shares 7,873 $657K 0.01% +828 Timeline