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: 357,365 shares; 2024Q4: 407,896 shares; 2025Q1: 432,042 shares; 2025Q2: 463,694 shares; 2025Q3: 493,275 shares 493,275 $330M 12.17% +29,581 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: 278,664 shares; 2024Q4: 290,857 shares; 2025Q1: 296,673 shares; 2025Q2: 299,508 shares; 2025Q3: 301,873 shares 301,873 $201M 7.41% +2,365 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: 480,711 shares; 2024Q4: 505,767 shares; 2025Q1: 568,678 shares; 2025Q2: 594,127 shares; 2025Q3: 612,847 shares 612,847 $114M 4.21% +18,720 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: 631,277 shares; 2024Q4: 695,279 shares; 2025Q1: 890,893 shares; 2025Q2: 1,125,366 shares; 2025Q3: 1,205,524 shares 1,205,524 $105M 3.88% +80,158 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: 141,549 shares; 2024Q4: 154,901 shares; 2025Q1: 176,729 shares; 2025Q2: 184,144 shares; 2025Q3: 191,730 shares 191,730 $99.3M 3.66% +7,586 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: 278,784 shares; 2024Q4: 291,250 shares; 2025Q1: 321,725 shares; 2025Q2: 361,224 shares; 2025Q3: 369,055 shares 369,055 $94M 3.46% +7,831 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: 5,563 shares; 2024Q4: 5,931 shares; 2025Q1: 8,034 shares; 2025Q2: 15,814 shares; 2025Q3: 1,268,795 shares 1,268,795 $62.2M 2.29% +1,252,981 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: 192,252 shares; 2024Q4: 209,065 shares; 2025Q1: 238,953 shares; 2025Q2: 257,203 shares; 2025Q3: 269,486 shares 269,486 $59.2M 2.18% +12,283 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: 796,144 shares; 2024Q4: 883,526 shares; 2025Q1: 960,825 shares; 2025Q2: 850,048 shares; 2025Q3: 847,090 shares 847,090 $55.3M 2.04% -2,958 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: 163,970 shares; 2024Q4: 174,972 shares; 2025Q1: 195,965 shares; 2025Q2: 219,024 shares; 2025Q3: 225,937 shares 225,937 $54.9M 2.02% +6,913 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: 82,065 shares; 2024Q4: 96,297 shares; 2025Q1: 111,475 shares; 2025Q2: 120,115 shares; 2025Q3: 125,918 shares 125,918 $41.5M 1.53% +5,803 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: 90,288 shares; 2024Q4: 97,908 shares; 2025Q1: 107,779 shares; 2025Q2: 124,399 shares; 2025Q3: 127,887 shares 127,887 $40.3M 1.49% +3,488 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: 37,953 shares; 2024Q4: 41,541 shares; 2025Q1: 47,404 shares; 2025Q2: 50,013 shares; 2025Q3: 52,151 shares 52,151 $38.3M 1.41% +2,138 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: 259,650 shares; 2024Q4: 304,416 shares; 2025Q1: 354,013 shares; 2025Q2: 304,645 shares; 2025Q3: 307,841 shares 307,841 $36.6M 1.35% +3,196 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: 41,816 shares; 2024Q4: 45,768 shares; 2025Q1: 61,582 shares; 2025Q2: 61,884 shares; 2025Q3: 65,745 shares 65,745 $30.8M 1.14% +3,861 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: 71,183 shares; 2024Q4: 80,272 shares; 2025Q1: 91,445 shares; 2025Q2: 101,805 shares; 2025Q3: 100,803 shares 100,803 $24.6M 0.9% -1,002 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: 198,653 shares; 2024Q4: 250,384 shares; 2025Q1: 291,986 shares; 2025Q2: 335,343 shares; 2025Q3: 368,771 shares 368,771 $24.3M 0.9% +33,428 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: 5,347 shares; 2025Q2: 179,503 shares; 2025Q3: 221,649 shares 221,649 $23.2M 0.85% +42,146 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: 37,175 shares; 2024Q4: 43,400 shares; 2025Q1: 47,885 shares; 2025Q2: 48,972 shares; 2025Q3: 50,195 shares 50,195 $22.3M 0.82% +1,223 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: 132,122 shares; 2024Q4: 129,542 shares; 2025Q1: 145,423 shares; 2025Q2: 145,736 shares; 2025Q3: 152,140 shares 152,140 $21.6M 0.8% +6,404 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: 159,723 shares; 2024Q4: 185,848 shares; 2025Q1: 214,478 shares; 2025Q2: 208,791 shares; 2025Q3: 211,714 shares 211,714 $20.4M 0.75% +2,923 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: 27,671 shares; 2024Q4: 31,571 shares; 2025Q1: 33,085 shares; 2025Q2: 37,584 shares; 2025Q3: 38,603 shares 38,603 $19.4M 0.72% +1,019 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: not reported; 2024Q4: not reported; 2025Q1: 7,585 shares; 2025Q2: 280,148 shares; 2025Q3: 350,164 shares 350,164 $19.4M 0.71% +70,016 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: 105,360 shares; 2024Q4: 126,618 shares; 2025Q1: 140,080 shares; 2025Q2: 168,331 shares; 2025Q3: 171,273 shares 171,273 $19.3M 0.71% +2,942 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: 45,919 shares; 2024Q4: 48,894 shares; 2025Q1: 61,909 shares; 2025Q2: 65,019 shares; 2025Q3: 66,090 shares 66,090 $18.6M 0.69% +1,071 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 7,950 shares; 2025Q1: 7,586 shares; 2025Q2: 44,832 shares; 2025Q3: 55,148 shares 55,148 $18.4M 0.68% +10,316 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: 106,280 shares; 2024Q4: 126,012 shares; 2025Q1: 158,982 shares; 2025Q2: 166,421 shares; 2025Q3: 173,942 shares 173,942 $17.9M 0.66% +7,521 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: 659 shares; 2024Q4: 1,023 shares; 2025Q1: 4,271 shares; 2025Q2: 19,146 shares; 2025Q3: 23,686 shares 23,686 $17.7M 0.65% +4,540 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: 32,880 shares; 2024Q4: 36,395 shares; 2025Q1: 39,688 shares; 2025Q2: 41,978 shares; 2025Q3: 42,933 shares 42,933 $17.4M 0.64% +955 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: 118,269 shares; 2024Q4: 151,281 shares; 2025Q1: 166,311 shares; 2025Q2: 175,568 shares; 2025Q3: 182,752 shares 182,752 $17.1M 0.63% +7,184 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: 27,573 shares; 2024Q4: 29,138 shares; 2025Q1: 35,034 shares; 2025Q2: 39,809 shares; 2025Q3: 43,377 shares 43,377 $14.8M 0.55% +3,568 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: 11,593 shares; 2024Q4: 13,287 shares; 2025Q1: 15,205 shares; 2025Q2: 17,395 shares; 2025Q3: 18,543 shares 18,543 $14.1M 0.52% +1,148 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: 4,990 shares; 2024Q4: 7,744 shares; 2025Q1: 8,134 shares; 2025Q2: 22,780 shares; 2025Q3: 23,012 shares 23,012 $14.1M 0.52% +232 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: 179,635 shares; 2024Q4: 190,461 shares; 2025Q1: 215,557 shares; 2025Q2: 252,758 shares; 2025Q3: 264,372 shares 264,372 $13.6M 0.5% +11,614 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: 13,706 shares; 2024Q4: 14,984 shares; 2025Q1: 16,279 shares; 2025Q2: 16,765 shares; 2025Q3: 17,006 shares 17,006 $13.5M 0.5% +241 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: 18,628 shares; 2024Q4: 20,060 shares; 2025Q1: 20,833 shares; 2025Q2: 21,640 shares; 2025Q3: 22,830 shares 22,830 $13M 0.48% +1,190 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: 6,918 shares; 2024Q4: 7,402 shares; 2025Q1: 8,844 shares; 2025Q2: 9,778 shares; 2025Q3: 10,041 shares 10,041 $12M 0.44% +263 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: 26,217 shares; 2024Q4: 26,634 shares; 2025Q1: 28,823 shares; 2025Q2: 30,059 shares; 2025Q3: 31,093 shares 31,093 $11.6M 0.43% +1,034 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: 52,557 shares; 2024Q4: 84,319 shares; 2025Q1: 133,919 shares; 2025Q2: 176,667 shares; 2025Q3: 185,896 shares 185,896 $11.1M 0.41% +9,229 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: 6,940 shares; 2024Q4: 28,315 shares; 2025Q1: 47,479 shares; 2025Q2: 49,551 shares; 2025Q3: 44,321 shares 44,321 $11.1M 0.41% -5,230 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: 44,132 shares; 2024Q4: 43,771 shares; 2025Q1: 51,158 shares; 2025Q2: 46,616 shares; 2025Q3: 47,505 shares 47,505 $11M 0.41% +889 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: 3,698 shares; 2024Q4: 11,084 shares; 2025Q1: 13,395 shares; 2025Q2: 15,967 shares; 2025Q3: 17,573 shares 17,573 $10.8M 0.4% +1,606 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: 14,504 shares; 2024Q4: 16,584 shares; 2025Q1: 21,328 shares; 2025Q2: 32,549 shares; 2025Q3: 34,927 shares 34,927 $10.5M 0.39% +2,378 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: 21,941 shares; 2024Q4: 22,228 shares; 2025Q1: 25,930 shares; 2025Q2: 51,360 shares; 2025Q3: 57,566 shares 57,566 $10.5M 0.39% +6,206 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: 103,051 shares; 2024Q4: 109,259 shares; 2025Q1: 116,753 shares; 2025Q2: 179,429 shares; 2025Q3: 188,993 shares 188,993 $10.2M 0.38% +9,564 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: 8,457 shares; 2024Q4: 8,866 shares; 2025Q1: 9,447 shares; 2025Q2: 10,222 shares; 2025Q3: 10,785 shares 10,785 $9.98M 0.37% +563 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: 37,479 shares; 2024Q4: 37,091 shares; 2025Q1: 44,211 shares; 2025Q2: 55,725 shares; 2025Q3: 59,730 shares 59,730 $9.18M 0.34% +4,005 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: 58,234 shares; 2024Q4: 67,086 shares; 2025Q1: 67,086 shares; 2025Q2: 67,036 shares; 2025Q3: 72,741 shares 72,741 $9.16M 0.34% +5,705 Timeline EMXC 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: 66,200 shares; 2024Q4: 61,195 shares; 2025Q1: 64,486 shares; 2025Q2: 120,427 shares; 2025Q3: 133,689 shares 133,689 $9.03M 0.33% +13,262 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: 55,627 shares; 2024Q4: 56,402 shares; 2025Q1: 58,845 shares; 2025Q2: 59,967 shares; 2025Q3: 61,576 shares 61,576 $8.62M 0.32% +1,609 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: 14,959 shares; 2024Q4: 15,714 shares; 2025Q1: 16,696 shares; 2025Q2: 17,633 shares; 2025Q3: 17,479 shares 17,479 $8.34M 0.31% -154 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: 21,225 shares; 2024Q4: 23,769 shares; 2025Q1: 25,317 shares; 2025Q2: 27,049 shares; 2025Q3: 27,291 shares 27,291 $8.29M 0.31% +242 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: 14,721 shares; 2024Q4: 14,894 shares; 2025Q1: 15,455 shares; 2025Q2: 16,243 shares; 2025Q3: 16,860 shares 16,860 $8.27M 0.3% +617 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: 20,886 shares; 2024Q4: 26,071 shares; 2025Q1: 31,757 shares; 2025Q2: 46,697 shares; 2025Q3: 49,524 shares 49,524 $8.03M 0.3% +2,827 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: 22,122 shares; 2025Q1: 46,401 shares; 2025Q2: 48,329 shares; 2025Q3: 53,292 shares 53,292 $7.77M 0.29% +4,963 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: 36,999 shares; 2024Q4: 33,273 shares; 2025Q1: 38,645 shares; 2025Q2: 42,811 shares; 2025Q3: 48,337 shares 48,337 $7.51M 0.28% +5,526 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: 93,694 shares; 2024Q4: 95,530 shares; 2025Q1: 102,378 shares; 2025Q2: 107,788 shares; 2025Q3: 111,862 shares 111,862 $7.42M 0.27% +4,074 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: 27,814 shares; 2024Q4: 32,693 shares; 2025Q1: 42,105 shares; 2025Q2: 51,805 shares; 2025Q3: 55,283 shares 55,283 $7.4M 0.27% +3,478 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: 7,314 shares; 2024Q4: 5,128 shares; 2025Q1: 38,426 shares; 2025Q2: 54,166 shares; 2025Q3: 86,543 shares 86,543 $7.28M 0.27% +32,377 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: 10,922 shares; 2024Q4: 11,599 shares; 2025Q1: 12,109 shares; 2025Q2: 14,873 shares; 2025Q3: 15,124 shares 15,124 $7.25M 0.27% +251 Timeline VTSAX VNGD MRNGST TS MK IDX FD-ADM More: the full row for VNGD MRNGST TS MK IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,213 shares; 2025Q1: not reported; 2025Q2: 47,882 shares; 2025Q3: 45,211 shares 45,211 $7.22M 0.27% -2,671 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: 36,032 shares; 2024Q4: 47,936 shares; 2025Q1: 55,292 shares; 2025Q2: 58,754 shares; 2025Q3: 59,849 shares 59,849 $7.21M 0.27% +1,095 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: 3,338 shares; 2024Q4: 3,742 shares; 2025Q1: 4,956 shares; 2025Q2: 5,389 shares; 2025Q3: 6,147 shares 6,147 $7.17M 0.26% +758 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: 42,935 shares; 2024Q4: 66,070 shares; 2025Q1: 73,891 shares; 2025Q2: 32,749 shares; 2025Q3: 33,196 shares 33,196 $7.16M 0.26% +447 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: 5,696 shares; 2024Q4: 12,229 shares; 2025Q1: 23,875 shares; 2025Q2: 30,473 shares; 2025Q3: 35,091 shares 35,091 $7.14M 0.26% +4,618 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,091 shares; 2024Q4: 33,091 shares; 2025Q1: 33,091 shares; 2025Q2: 33,095 shares; 2025Q3: 33,134 shares 33,134 $7.11M 0.26% +39 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: 67,389 shares; 2024Q4: 56,185 shares; 2025Q1: 57,914 shares; 2025Q2: 61,109 shares; 2025Q3: 61,654 shares 61,654 $7.06M 0.26% +545 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: 19,775 shares; 2024Q4: 21,575 shares; 2025Q1: 26,613 shares; 2025Q2: 32,942 shares; 2025Q3: 37,669 shares 37,669 $6.98M 0.26% +4,727 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: 21,244 shares; 2024Q4: 23,852 shares; 2025Q1: 28,087 shares; 2025Q2: 25,676 shares; 2025Q3: 26,786 shares 26,786 $6.48M 0.24% +1,110 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: 42,279 shares; 2024Q4: 42,651 shares; 2025Q1: 41,355 shares; 2025Q2: 24,936 shares; 2025Q3: 24,928 shares 24,928 $6.34M 0.23% -8 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: 22,877 shares; 2024Q4: 32,002 shares; 2025Q1: 43,668 shares; 2025Q2: 31,498 shares; 2025Q3: 32,813 shares 32,813 $6.22M 0.23% +1,315 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,150 shares; 2024Q4: 94,085 shares; 2025Q1: 94,056 shares; 2025Q2: 80,030 shares; 2025Q3: 80,030 shares 80,030 $6.13M 0.23% 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: 23,194 shares; 2024Q4: 23,545 shares; 2025Q1: 28,286 shares; 2025Q2: 28,940 shares; 2025Q3: 29,728 shares 29,728 $6.09M 0.22% +788 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: 21,215 shares; 2024Q4: 24,105 shares; 2025Q1: 27,294 shares; 2025Q2: 34,782 shares; 2025Q3: 36,059 shares 36,059 $6.03M 0.22% +1,277 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: 66,316 shares; 2024Q4: 221,281 shares; 2025Q1: 253,237 shares; 2025Q2: 230,571 shares; 2025Q3: 218,227 shares 218,227 $5.96M 0.22% -12,344 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: 53,788 shares; 2024Q4: 56,084 shares; 2025Q1: 69,188 shares; 2025Q2: 79,878 shares; 2025Q3: 83,372 shares 83,372 $5.7M 0.21% +3,494 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: 22,186 shares; 2024Q4: 22,731 shares; 2025Q1: 30,104 shares; 2025Q2: 34,206 shares; 2025Q3: 35,747 shares 35,747 $5.68M 0.21% +1,541 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: 28,217 shares; 2024Q4: 26,252 shares; 2025Q1: 31,521 shares; 2025Q2: 39,062 shares; 2025Q3: 40,208 shares 40,208 $5.65M 0.21% +1,146 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: 3,299 shares; 2024Q4: 39,369 shares; 2025Q1: 39,224 shares; 2025Q2: 43,344 shares; 2025Q3: 41,938 shares 41,938 $5.62M 0.21% -1,406 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: 29,681 shares; 2024Q4: 40,297 shares; 2025Q1: 50,770 shares; 2025Q2: 55,007 shares; 2025Q3: 56,985 shares 56,985 $5.58M 0.21% +1,978 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: 18,023 shares; 2024Q4: 26,758 shares; 2025Q1: 30,448 shares; 2025Q2: 28,007 shares; 2025Q3: 27,758 shares 27,758 $5.58M 0.21% -249 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: 53,346 shares; 2024Q4: 61,666 shares; 2025Q1: 69,695 shares; 2025Q2: 70,812 shares; 2025Q3: 73,179 shares 73,179 $5.52M 0.2% +2,367 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: 13,419 shares; 2024Q4: 14,587 shares; 2025Q1: 19,515 shares; 2025Q2: 24,982 shares; 2025Q3: 26,082 shares 26,082 $5.49M 0.2% +1,100 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: 37,404 shares; 2024Q4: 59,291 shares; 2025Q1: 65,173 shares; 2025Q2: 74,944 shares; 2025Q3: 75,103 shares 75,103 $5.47M 0.2% +159 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: 8,338 shares; 2024Q4: 9,245 shares; 2025Q1: 10,563 shares; 2025Q2: 11,303 shares; 2025Q3: 11,881 shares 11,881 $5.31M 0.2% +578 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: 15,595 shares; 2024Q4: 17,073 shares; 2025Q1: 18,686 shares; 2025Q2: 21,090 shares; 2025Q3: 22,011 shares 22,011 $5.27M 0.19% +921 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: 22,358 shares; 2024Q4: 24,010 shares; 2025Q1: 29,976 shares; 2025Q2: 33,313 shares; 2025Q3: 36,445 shares 36,445 $5.27M 0.19% +3,132 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: 116,297 shares; 2025Q3: 135,565 shares 135,565 $5.22M 0.19% +19,268 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: 8,683 shares; 2024Q4: 9,535 shares; 2025Q1: 10,759 shares; 2025Q2: 11,284 shares; 2025Q3: 10,843 shares 10,843 $5.15M 0.19% -441 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: 45,781 shares; 2024Q4: 49,301 shares; 2025Q1: 53,680 shares; 2025Q2: 64,985 shares; 2025Q3: 61,233 shares 61,233 $5.13M 0.19% -3,752 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: 28,545 shares; 2024Q4: 31,749 shares; 2025Q1: 37,315 shares; 2025Q2: 51,133 shares; 2025Q3: 52,456 shares 52,456 $5.12M 0.19% +1,323 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: 10,234 shares; 2024Q4: 21,106 shares; 2025Q1: 22,431 shares; 2025Q2: 22,880 shares; 2025Q3: 24,970 shares 24,970 $5.08M 0.19% +2,090 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: 12,018 shares; 2024Q4: 13,440 shares; 2025Q1: 14,772 shares; 2025Q2: 15,566 shares; 2025Q3: 14,365 shares 14,365 $4.96M 0.18% -1,201 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: 7,228 shares; 2024Q4: 9,877 shares; 2025Q1: 10,030 shares; 2025Q2: 10,394 shares; 2025Q3: 10,684 shares 10,684 $4.89M 0.18% +290 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: 18,354 shares; 2024Q4: 21,079 shares; 2025Q1: 23,275 shares; 2025Q2: 14,828 shares; 2025Q3: 14,654 shares 14,654 $4.81M 0.18% -174 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,692 shares; 2024Q4: 26,602 shares; 2025Q1: 43,642 shares; 2025Q2: 37,936 shares; 2025Q3: 36,270 shares 36,270 $4.7M 0.17% -1,666 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: 14,369 shares; 2024Q4: 14,085 shares; 2025Q1: 14,120 shares; 2025Q2: 15,238 shares; 2025Q3: 16,037 shares 16,037 $4.53M 0.17% +799 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: 11,709 shares; 2024Q4: 12,207 shares; 2025Q1: 12,540 shares; 2025Q2: 13,710 shares; 2025Q3: 13,447 shares 13,447 $4.47M 0.16% -263 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: 2,927 shares; 2024Q4: 3,955 shares; 2025Q1: 3,959 shares; 2025Q2: 8,221 shares; 2025Q3: 7,374 shares 7,374 $4.43M 0.16% -847 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: 67,790 shares; 2024Q4: 66,155 shares; 2025Q1: 68,367 shares; 2025Q2: 52,753 shares; 2025Q3: 52,080 shares 52,080 $4.37M 0.16% -673 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: 3,495 shares; 2024Q4: 3,906 shares; 2025Q1: 4,960 shares; 2025Q2: 7,359 shares; 2025Q3: 8,546 shares 8,546 $4.27M 0.16% +1,187 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: 13,990 shares; 2024Q4: 14,721 shares; 2025Q1: 16,627 shares; 2025Q2: 17,980 shares; 2025Q3: 17,760 shares 17,760 $4.21M 0.16% -220 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 38,960 shares; 2025Q1: 53,203 shares; 2025Q2: 47,900 shares; 2025Q3: 43,752 shares 43,752 $4.2M 0.15% -4,148 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: 51,443 shares; 2024Q4: 56,906 shares; 2025Q1: 71,972 shares; 2025Q2: 91,940 shares; 2025Q3: 94,258 shares 94,258 $4.14M 0.15% +2,318 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: 3,629 shares; 2024Q4: 3,780 shares; 2025Q1: 3,939 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares 6,921 $4.13M 0.15% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,438 shares; 2025Q1: 3,824 shares; 2025Q2: 3,781 shares; 2025Q3: 3,821 shares 3,821 $4.12M 0.15% +40 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: 15,192 shares; 2024Q4: 16,948 shares; 2025Q1: 23,404 shares; 2025Q2: 24,131 shares; 2025Q3: 24,511 shares 24,511 $4.08M 0.15% +380 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: 11,392 shares; 2024Q4: 13,291 shares; 2025Q1: 15,789 shares; 2025Q2: 14,595 shares; 2025Q3: 15,616 shares 15,616 $3.85M 0.14% +1,021 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: 125,081 shares; 2024Q4: 130,121 shares; 2025Q1: 131,946 shares; 2025Q2: 134,320 shares; 2025Q3: 136,206 shares 136,206 $3.85M 0.14% +1,886 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: 8,546 shares; 2024Q4: 9,806 shares; 2025Q1: 8,724 shares; 2025Q2: 10,522 shares; 2025Q3: 11,152 shares 11,152 $3.8M 0.14% +630 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: 74,286 shares; 2024Q4: 88,519 shares; 2025Q1: 120,285 shares; 2025Q2: 145,041 shares; 2025Q3: 148,737 shares 148,737 $3.79M 0.14% +3,696 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,942 shares; 2025Q1: 6,766 shares; 2025Q2: 17,056 shares; 2025Q3: 17,641 shares 17,641 $3.75M 0.14% +585 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: 7,089 shares; 2024Q4: 7,512 shares; 2025Q1: 8,068 shares; 2025Q2: 8,786 shares; 2025Q3: 8,831 shares 8,831 $3.73M 0.14% +45 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: 20,422 shares; 2024Q4: 21,350 shares; 2025Q1: 21,972 shares; 2025Q2: 22,312 shares; 2025Q3: 22,034 shares 22,034 $3.69M 0.14% -278 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: 22,015 shares; 2024Q4: 23,885 shares; 2025Q1: 25,330 shares; 2025Q2: 24,574 shares; 2025Q3: 20,016 shares 20,016 $3.68M 0.14% -4,558 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: 22,609 shares; 2024Q4: 23,151 shares; 2025Q1: 23,821 shares; 2025Q2: 23,713 shares; 2025Q3: 29,566 shares 29,566 $3.66M 0.13% +5,853 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 6,964 shares; 2025Q1: 7,037 shares; 2025Q2: 7,319 shares; 2025Q3: 7,478 shares 7,478 $3.63M 0.13% +159 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: 37,720 shares; 2024Q4: 44,766 shares; 2025Q1: 19,727 shares; 2025Q2: 20,004 shares; 2025Q3: 22,227 shares 22,227 $3.6M 0.13% +2,223 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,314 shares 36,314 $3.59M 0.13% new 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: 15,604 shares; 2024Q4: 15,174 shares; 2025Q1: 28,574 shares; 2025Q2: 31,756 shares; 2025Q3: 39,278 shares 39,278 $3.51M 0.13% +7,522 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: 5,539 shares; 2024Q4: 5,773 shares; 2025Q1: 7,637 shares; 2025Q2: 8,376 shares; 2025Q3: 9,925 shares 9,925 $3.49M 0.13% +1,549 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 9,272 shares; 2025Q1: 10,086 shares; 2025Q2: 10,541 shares; 2025Q3: 12,365 shares 12,365 $3.49M 0.13% +1,824 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: 37,084 shares; 2024Q4: 39,913 shares; 2025Q1: 45,916 shares; 2025Q2: 51,160 shares; 2025Q3: 52,530 shares 52,530 $3.33M 0.12% +1,370 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 5,140 shares; 2025Q1: 14,189 shares; 2025Q2: 16,886 shares; 2025Q3: 18,117 shares 18,117 $3.23M 0.12% +1,231 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: 2,485 shares; 2024Q4: 2,860 shares; 2025Q1: 9,953 shares; 2025Q2: 14,114 shares; 2025Q3: 14,436 shares 14,436 $3.12M 0.11% +322 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: 7,104 shares; 2024Q4: 8,667 shares; 2025Q1: 11,230 shares; 2025Q2: 11,138 shares; 2025Q3: 10,999 shares 10,999 $3.1M 0.11% -139 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: 15,639 shares; 2024Q4: 16,242 shares; 2025Q1: 15,631 shares; 2025Q2: 12,547 shares; 2025Q3: 13,087 shares 13,087 $3.09M 0.11% +540 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 19,719 shares; 2025Q1: 23,314 shares; 2025Q2: 27,518 shares; 2025Q3: 30,634 shares 30,634 $3.05M 0.11% +3,116 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: 22,922 shares; 2024Q4: 25,411 shares; 2025Q1: 32,608 shares; 2025Q2: 34,871 shares; 2025Q3: 35,587 shares 35,587 $3.01M 0.11% +716 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: 7,274 shares; 2024Q4: 9,317 shares; 2025Q1: 13,688 shares; 2025Q2: 12,077 shares; 2025Q3: 12,019 shares 12,019 $2.95M 0.11% -58 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,923 shares; 2025Q1: 2,303 shares; 2025Q2: 2,805 shares; 2025Q3: 3,109 shares 3,109 $2.86M 0.11% +304 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: 3,744 shares; 2024Q4: 4,065 shares; 2025Q1: 7,410 shares; 2025Q2: 9,623 shares; 2025Q3: 9,661 shares 9,661 $2.84M 0.1% +38 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: 1,135 shares; 2024Q4: 1,170 shares; 2025Q1: 1,538 shares; 2025Q2: 25,115 shares; 2025Q3: 25,887 shares 25,887 $2.79M 0.1% +772 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: 8,621 shares; 2024Q4: 9,391 shares; 2025Q1: 9,474 shares; 2025Q2: 7,989 shares; 2025Q3: 8,175 shares 8,175 $2.69M 0.1% +186 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: 9,826 shares; 2024Q4: 13,131 shares; 2025Q1: 13,508 shares; 2025Q2: 19,024 shares; 2025Q3: 21,550 shares 21,550 $2.67M 0.1% +2,526 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,538 shares; 2025Q1: 6,185 shares; 2025Q2: 8,423 shares; 2025Q3: 9,268 shares 9,268 $2.62M 0.1% +845 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: 5,582 shares; 2024Q4: 6,049 shares; 2025Q1: 8,221 shares; 2025Q2: 8,805 shares; 2025Q3: 9,290 shares 9,290 $2.59M 0.1% +485 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: 10,460 shares; 2024Q4: 10,421 shares; 2025Q1: 7,859 shares; 2025Q2: 7,296 shares; 2025Q3: 7,333 shares 7,333 $2.59M 0.1% +37 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: 2,909 shares; 2024Q4: 3,216 shares; 2025Q1: 3,444 shares; 2025Q2: 3,452 shares; 2025Q3: 3,776 shares 3,776 $2.58M 0.1% +324 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,008 shares; 2025Q1: 4,516 shares; 2025Q2: 4,514 shares; 2025Q3: 4,561 shares 4,561 $2.58M 0.1% +47 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: 4,075 shares; 2024Q4: 4,204 shares; 2025Q1: 5,190 shares; 2025Q2: 5,612 shares; 2025Q3: 6,890 shares 6,890 $2.55M 0.09% +1,278 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,628 shares; 2024Q4: 18,417 shares; 2025Q1: 25,892 shares; 2025Q2: 26,024 shares; 2025Q3: 26,371 shares 26,371 $2.52M 0.09% +347 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: 3,610 shares; 2024Q4: 3,744 shares; 2025Q1: 5,017 shares; 2025Q2: 5,502 shares; 2025Q3: 5,916 shares 5,916 $2.5M 0.09% +414 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 67,527 shares; 2025Q1: 68,527 shares; 2025Q2: 67,539 shares; 2025Q3: 67,543 shares 67,543 $2.47M 0.09% +4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,886 shares; 2024Q4: 43,274 shares; 2025Q1: 39,788 shares; 2025Q2: 38,707 shares; 2025Q3: 39,020 shares 39,020 $2.39M 0.09% +313 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 5,211 shares; 2025Q1: 6,118 shares; 2025Q2: 6,712 shares; 2025Q3: 7,929 shares 7,929 $2.33M 0.09% +1,217 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 4,993 shares; 2025Q2: 7,735 shares; 2025Q3: 7,650 shares 7,650 $2.31M 0.09% -85 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 4,205 shares; 2025Q1: 4,393 shares; 2025Q2: 4,518 shares; 2025Q3: 4,668 shares 4,668 $2.27M 0.08% +150 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: 26,447 shares; 2024Q4: 18,248 shares; 2025Q1: 19,521 shares; 2025Q2: 21,650 shares; 2025Q3: 23,889 shares 23,889 $2.26M 0.08% +2,239 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: 19,372 shares; 2024Q4: 20,267 shares; 2025Q1: 14,562 shares; 2025Q2: 20,895 shares; 2025Q3: 20,510 shares 20,510 $2.23M 0.08% -385 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 8,791 shares; 2025Q1: 7,609 shares; 2025Q2: 14,147 shares; 2025Q3: 14,213 shares 14,213 $2.21M 0.08% +66 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: 25,700 shares; 2024Q4: 43,200 shares; 2025Q1: 41,088 shares; 2025Q2: 34,962 shares; 2025Q3: 41,162 shares 41,162 $2.2M 0.08% +6,200 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: 28,212 shares; 2024Q4: 25,869 shares; 2025Q1: 27,191 shares; 2025Q2: 22,729 shares; 2025Q3: 22,690 shares 22,690 $2.16M 0.08% -39 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,381 shares; 2024Q4: 54,968 shares; 2025Q1: 60,769 shares; 2025Q2: 64,125 shares; 2025Q3: 68,524 shares 68,524 $2.15M 0.08% +4,399 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 55,038 shares; 2025Q1: 58,219 shares; 2025Q2: 54,263 shares; 2025Q3: 54,898 shares 54,898 $2.15M 0.08% +635 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: 10,870 shares; 2024Q4: 11,787 shares; 2025Q1: 12,357 shares; 2025Q2: 12,524 shares; 2025Q3: 12,536 shares 12,536 $2.13M 0.08% +12 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: 14,968 shares; 2024Q4: 15,928 shares; 2025Q1: 15,173 shares; 2025Q2: 42,626 shares; 2025Q3: 46,987 shares 46,987 $2.12M 0.08% +4,361 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: 7,872 shares; 2024Q4: 7,945 shares; 2025Q1: 7,699 shares; 2025Q2: 7,207 shares; 2025Q3: 6,589 shares 6,589 $2.11M 0.08% -618 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: 14,004 shares; 2024Q4: 19,420 shares; 2025Q1: 19,239 shares; 2025Q2: 31,258 shares; 2025Q3: 31,361 shares 31,361 $2.07M 0.08% +103 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,913 shares; 2025Q1: 5,798 shares; 2025Q2: 5,445 shares; 2025Q3: 10,495 shares 10,495 $2.06M 0.08% +5,050 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: 304 shares; 2024Q4: 337 shares; 2025Q1: 395 shares; 2025Q2: 384 shares; 2025Q3: 376 shares 376 $2.03M 0.07% -8 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: 20,395 shares; 2024Q4: 20,257 shares; 2025Q1: 20,872 shares; 2025Q2: 20,699 shares; 2025Q3: 19,963 shares 19,963 $2.03M 0.07% -736 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,045 shares; 2024Q4: 65,631 shares; 2025Q1: 59,725 shares; 2025Q2: 70,420 shares; 2025Q3: 71,490 shares 71,490 $2.02M 0.07% +1,070 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 8,303 shares; 2025Q1: 8,659 shares; 2025Q2: 8,659 shares; 2025Q3: 11,920 shares 11,920 $2.01M 0.07% +3,261 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: 4,640 shares; 2024Q4: 5,113 shares; 2025Q1: 5,974 shares; 2025Q2: 6,744 shares; 2025Q3: 7,288 shares 7,288 $1.99M 0.07% +544 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 8,874 shares; 2025Q1: 9,995 shares; 2025Q2: 10,465 shares; 2025Q3: 10,230 shares 10,230 $1.97M 0.07% -235 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: 3,505 shares; 2024Q4: 3,805 shares; 2025Q1: 4,013 shares; 2025Q2: 3,922 shares; 2025Q3: 3,955 shares 3,955 $1.94M 0.07% +33 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: 1,600 shares; 2024Q4: 1,818 shares; 2025Q1: 3,500 shares; 2025Q2: 10,104 shares; 2025Q3: 10,377 shares 10,377 $1.94M 0.07% +273 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: 10,190 shares; 2024Q4: 17,454 shares; 2025Q1: 43,055 shares; 2025Q2: 38,042 shares; 2025Q3: 40,751 shares 40,751 $1.89M 0.07% +2,709 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,957 shares; 2025Q2: 9,490 shares; 2025Q3: 9,506 shares 9,506 $1.86M 0.07% +16 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: 8,743 shares; 2024Q4: 7,426 shares; 2025Q1: 8,521 shares; 2025Q2: 9,323 shares; 2025Q3: 12,713 shares 12,713 $1.86M 0.07% +3,390 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: 7,264 shares; 2024Q4: 7,778 shares; 2025Q1: 7,766 shares; 2025Q2: 6,700 shares; 2025Q3: 6,868 shares 6,868 $1.86M 0.07% +168 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: 4,264 shares; 2024Q4: 4,297 shares; 2025Q1: 5,104 shares; 2025Q2: 5,866 shares; 2025Q3: 7,085 shares 7,085 $1.83M 0.07% +1,219 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: 23,500 shares; 2024Q4: 26,676 shares; 2025Q1: 29,337 shares; 2025Q2: 34,378 shares; 2025Q3: 52,534 shares 52,534 $1.81M 0.07% +18,156 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: 6,684 shares; 2024Q4: 6,814 shares; 2025Q1: 7,275 shares; 2025Q2: 7,000 shares; 2025Q3: 7,255 shares 7,255 $1.79M 0.07% +255 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: 27,126 shares; 2024Q4: 25,574 shares; 2025Q1: 24,770 shares; 2025Q2: 24,379 shares; 2025Q3: 25,394 shares 25,394 $1.77M 0.07% +1,015 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: 5,860 shares; 2024Q4: 5,992 shares; 2025Q1: 6,754 shares; 2025Q2: 6,766 shares; 2025Q3: 7,383 shares 7,383 $1.77M 0.07% +617 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: 2,805 shares; 2024Q4: 3,225 shares; 2025Q1: 12,247 shares; 2025Q2: 12,184 shares; 2025Q3: 12,125 shares 12,125 $1.73M 0.06% -59 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: not reported; 2024Q4: 1,205 shares; 2025Q1: not reported; 2025Q2: 8,594 shares; 2025Q3: 8,161 shares 8,161 $1.71M 0.06% -433 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,092 shares; 2024Q4: 30,633 shares; 2025Q1: 27,770 shares; 2025Q2: 21,734 shares; 2025Q3: 22,244 shares 22,244 $1.71M 0.06% +510 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: 18,248 shares; 2024Q4: 17,777 shares; 2025Q1: 19,034 shares; 2025Q2: 28,016 shares; 2025Q3: 27,213 shares 27,213 $1.7M 0.06% -803 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: 11,124 shares; 2024Q4: 10,695 shares; 2025Q1: 10,854 shares; 2025Q2: 9,815 shares; 2025Q3: 8,768 shares 8,768 $1.69M 0.06% -1,047 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,437 shares; 2024Q4: 26,093 shares; 2025Q1: 24,990 shares; 2025Q2: 25,310 shares; 2025Q3: 21,341 shares 21,341 $1.68M 0.06% -3,969 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 594 shares; 2025Q3: 2,316 shares 2,316 $1.66M 0.06% +1,722 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,990 shares; 2025Q1: 6,219 shares; 2025Q2: 6,502 shares; 2025Q3: 8,318 shares 8,318 $1.65M 0.06% +1,816 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: 16,343 shares; 2024Q4: 11,747 shares; 2025Q1: 13,517 shares; 2025Q2: 13,948 shares; 2025Q3: 14,352 shares 14,352 $1.64M 0.06% +404 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: 942 shares; 2024Q4: 927 shares; 2025Q1: 1,880 shares; 2025Q2: 4,268 shares; 2025Q3: 4,301 shares 4,301 $1.57M 0.06% +33 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 23,856 shares; 2025Q1: 23,605 shares; 2025Q2: 21,224 shares; 2025Q3: 28,818 shares 28,818 $1.57M 0.06% +7,594 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: 56,250 shares; 2024Q4: 39,272 shares; 2025Q1: 39,923 shares; 2025Q2: 41,987 shares; 2025Q3: 46,487 shares 46,487 $1.56M 0.06% +4,500 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: 12,688 shares; 2024Q4: 14,196 shares; 2025Q1: 20,727 shares; 2025Q2: 21,168 shares; 2025Q3: 23,018 shares 23,018 $1.55M 0.06% +1,850 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: 11,412 shares; 2024Q4: 11,711 shares; 2025Q1: 13,028 shares; 2025Q2: 11,503 shares; 2025Q3: 11,691 shares 11,691 $1.53M 0.06% +188 Timeline IDV 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: 51,890 shares; 2024Q4: 46,766 shares; 2025Q1: 44,835 shares; 2025Q2: 30,213 shares; 2025Q3: 41,760 shares 41,760 $1.53M 0.06% +11,547 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: 3,454 shares; 2024Q4: 3,531 shares; 2025Q1: 4,201 shares; 2025Q2: 4,457 shares; 2025Q3: 4,399 shares 4,399 $1.52M 0.06% -58 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: 5,382 shares; 2024Q4: 5,883 shares; 2025Q1: 10,780 shares; 2025Q2: 12,653 shares; 2025Q3: 13,462 shares 13,462 $1.51M 0.06% +809 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,028 shares; 2025Q1: 4,665 shares; 2025Q2: 4,563 shares; 2025Q3: 4,763 shares 4,763 $1.51M 0.06% +200 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: 5,332 shares; 2024Q4: 5,510 shares; 2025Q1: 5,864 shares; 2025Q2: 5,773 shares; 2025Q3: 5,802 shares 5,802 $1.51M 0.06% +29 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: 12,862 shares; 2024Q4: 11,794 shares; 2025Q1: 13,299 shares; 2025Q2: 12,763 shares; 2025Q3: 13,535 shares 13,535 $1.5M 0.06% +772 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: 11,471 shares; 2024Q4: 16,179 shares; 2025Q1: 22,923 shares; 2025Q2: 23,297 shares; 2025Q3: 22,285 shares 22,285 $1.49M 0.06% -1,012 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,480 shares; 2025Q3: 12,580 shares 12,580 $1.49M 0.05% +100 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: 7,591 shares; 2024Q4: 8,146 shares; 2025Q1: 8,459 shares; 2025Q2: 8,390 shares; 2025Q3: 8,649 shares 8,649 $1.48M 0.05% +259 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,254 shares; 2025Q2: 3,165 shares; 2025Q3: 4,138 shares 4,138 $1.47M 0.05% +973 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: 4,857 shares; 2024Q4: 5,066 shares; 2025Q1: 5,340 shares; 2025Q2: 5,534 shares; 2025Q3: 5,570 shares 5,570 $1.45M 0.05% +36 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares; 2025Q2: 17,483 shares; 2025Q3: 16,026 shares 16,026 $1.41M 0.05% -1,457 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: 2,590 shares; 2024Q4: 5,942 shares; 2025Q1: 11,331 shares; 2025Q2: 11,147 shares; 2025Q3: 12,362 shares 12,362 $1.41M 0.05% +1,215 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,537 shares; 2025Q1: 6,025 shares; 2025Q2: 6,195 shares; 2025Q3: 6,334 shares 6,334 $1.4M 0.05% +139 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,397 shares; 2025Q1: 10,751 shares; 2025Q2: 10,721 shares; 2025Q3: 10,525 shares 10,525 $1.36M 0.05% -196 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: 14,271 shares; 2024Q4: 10,491 shares; 2025Q1: 12,896 shares; 2025Q2: 8,596 shares; 2025Q3: 7,682 shares 7,682 $1.36M 0.05% -914 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,113 shares; 2025Q1: 3,637 shares; 2025Q2: 3,211 shares; 2025Q3: 2,965 shares 2,965 $1.36M 0.05% -246 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: 11,439 shares; 2024Q4: 13,925 shares; 2025Q1: 15,765 shares; 2025Q2: 14,953 shares; 2025Q3: 11,863 shares 11,863 $1.33M 0.05% -3,090 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,529 shares; 2025Q1: 1,662 shares; 2025Q2: 1,667 shares; 2025Q3: 1,742 shares 1,742 $1.32M 0.05% +75 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 6,531 shares; 2025Q1: 7,246 shares; 2025Q2: 14,899 shares; 2025Q3: 14,924 shares 14,924 $1.3M 0.05% +25 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: 22,710 shares; 2024Q4: 22,458 shares; 2025Q1: 21,439 shares; 2025Q2: 14,065 shares; 2025Q3: 14,137 shares 14,137 $1.29M 0.05% +72 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: 4,727 shares; 2024Q4: 6,435 shares; 2025Q1: 7,181 shares; 2025Q2: 6,260 shares; 2025Q3: 6,100 shares 6,100 $1.23M 0.05% -160 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: 55,715 shares; 2024Q4: 37,288 shares; 2025Q1: 39,033 shares; 2025Q2: 44,035 shares; 2025Q3: 34,533 shares 34,533 $1.23M 0.05% -9,502 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: 8,828 shares; 2024Q4: 8,881 shares; 2025Q1: 12,851 shares; 2025Q2: 10,156 shares; 2025Q3: 10,951 shares 10,951 $1.2M 0.04% +795 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: 3,096 shares; 2024Q4: 3,069 shares; 2025Q1: 3,204 shares; 2025Q2: 3,931 shares; 2025Q3: 3,920 shares 3,920 $1.18M 0.04% -11 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: 2,168 shares; 2024Q4: 2,135 shares; 2025Q1: 2,022 shares; 2025Q2: 1,677 shares; 2025Q3: 2,360 shares 2,360 $1.18M 0.04% +683 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: 4,595 shares; 2024Q4: 4,801 shares; 2025Q1: 4,678 shares; 2025Q2: 4,875 shares; 2025Q3: 9,432 shares 9,432 $1.17M 0.04% +4,557 Timeline XLC 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: 6,526 shares; 2024Q4: 7,100 shares; 2025Q1: 8,764 shares; 2025Q2: 9,351 shares; 2025Q3: 9,712 shares 9,712 $1.15M 0.04% +361 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: 3,450 shares; 2024Q4: 3,914 shares; 2025Q1: 4,077 shares; 2025Q2: 4,053 shares; 2025Q3: 4,093 shares 4,093 $1.14M 0.04% +40 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: 2,206 shares; 2024Q4: 2,353 shares; 2025Q1: 3,898 shares; 2025Q2: 3,925 shares; 2025Q3: 3,508 shares 3,508 $1.13M 0.04% -417 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: 5,674 shares; 2024Q4: 5,600 shares; 2025Q1: 5,619 shares; 2025Q2: 5,509 shares; 2025Q3: 5,246 shares 5,246 $1.13M 0.04% -263 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: 3,025 shares; 2024Q4: 3,546 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares; 2025Q3: 4,092 shares 4,092 $1.12M 0.04% +77 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: 2,152 shares; 2024Q4: 1,324 shares; 2025Q1: 1,738 shares; 2025Q2: 1,727 shares; 2025Q3: 1,839 shares 1,839 $1.12M 0.04% +112 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: 6,309 shares; 2024Q4: 6,574 shares; 2025Q1: 7,909 shares; 2025Q2: 9,116 shares; 2025Q3: 9,966 shares 9,966 $1.12M 0.04% +850 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: 4,421 shares; 2024Q4: 4,942 shares; 2025Q1: 7,263 shares; 2025Q2: 7,642 shares; 2025Q3: 16,382 shares 16,382 $1.11M 0.04% +8,740 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: 3,580 shares; 2024Q4: 3,685 shares; 2025Q1: 4,631 shares; 2025Q2: 4,917 shares; 2025Q3: 4,651 shares 4,651 $1.1M 0.04% -266 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: 5,249 shares; 2024Q4: 5,490 shares; 2025Q1: 7,308 shares; 2025Q2: 6,843 shares; 2025Q3: 8,062 shares 8,062 $1.1M 0.04% +1,219 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: 2,944 shares; 2024Q4: 3,602 shares; 2025Q1: 5,389 shares; 2025Q2: 7,100 shares; 2025Q3: 8,521 shares 8,521 $1.09M 0.04% +1,421 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,452 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares 3,974 $1.09M 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,922 shares; 2024Q4: 11,816 shares; 2025Q1: 12,029 shares; 2025Q2: 12,540 shares; 2025Q3: 12,861 shares 12,861 $1.08M 0.04% +321 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: 9,942 shares; 2024Q4: 10,085 shares; 2025Q1: 10,733 shares; 2025Q2: 10,732 shares; 2025Q3: 11,434 shares 11,434 $1.08M 0.04% +702 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: 15,291 shares; 2024Q4: 22,104 shares; 2025Q1: 24,977 shares; 2025Q2: 28,299 shares; 2025Q3: 23,476 shares 23,476 $1.07M 0.04% -4,823 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: 159 shares; 2024Q4: 249 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 249 shares 249 $1.07M 0.04% -9 Timeline SMMD 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: 6,957 shares; 2024Q4: 11,591 shares; 2025Q1: 14,895 shares; 2025Q2: 12,498 shares; 2025Q3: 14,462 shares 14,462 $1.07M 0.04% +1,964 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,360 shares; 2025Q1: 2,461 shares; 2025Q2: 2,458 shares; 2025Q3: 3,282 shares 3,282 $1.06M 0.04% +824 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: 6,489 shares; 2024Q4: 7,085 shares; 2025Q1: 7,529 shares; 2025Q2: 8,745 shares; 2025Q3: 8,184 shares 8,184 $1.06M 0.04% -561 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,281 shares; 2025Q1: 4,213 shares; 2025Q2: 2,872 shares; 2025Q3: 7,581 shares 7,581 $1.02M 0.04% +4,709 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,014 shares; 2025Q3: 10,008 shares 10,008 $1.01M 0.04% -6 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: 7,374 shares; 2024Q4: 7,400 shares; 2025Q1: 7,940 shares; 2025Q2: 7,262 shares; 2025Q3: 7,162 shares 7,162 $1.01M 0.04% -100 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: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares 7,300 $1.01M 0.04% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,538 shares; 2025Q1: 7,877 shares; 2025Q2: 7,745 shares; 2025Q3: 7,708 shares 7,708 $1M 0.04% -37 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: 14,134 shares; 2024Q4: 20,257 shares; 2025Q1: 20,409 shares; 2025Q2: 19,902 shares; 2025Q3: 19,694 shares 19,694 $994K 0.04% -208 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: 5,214 shares; 2024Q4: 5,278 shares; 2025Q1: 6,244 shares; 2025Q2: 6,555 shares; 2025Q3: 6,531 shares 6,531 $993K 0.04% -24 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,631 shares; 2025Q1: 2,243 shares; 2025Q2: 2,182 shares; 2025Q3: 2,376 shares 2,376 $985K 0.04% +194 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: 2,437 shares; 2024Q4: 5,676 shares; 2025Q1: 8,772 shares; 2025Q2: 10,500 shares; 2025Q3: 10,512 shares 10,512 $980K 0.04% +12 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: 9,495 shares; 2024Q4: 10,767 shares; 2025Q1: 11,575 shares; 2025Q2: 11,806 shares; 2025Q3: 12,148 shares 12,148 $971K 0.04% +342 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,257 shares; 2025Q1: 1,214 shares; 2025Q2: 1,217 shares; 2025Q3: 1,170 shares 1,170 $965K 0.04% -47 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 13,767 shares; 2025Q1: 15,549 shares; 2025Q2: 14,707 shares; 2025Q3: 11,548 shares 11,548 $965K 0.04% -3,159 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: 20,084 shares; 2024Q4: 20,030 shares; 2025Q1: 20,323 shares; 2025Q2: 19,417 shares; 2025Q3: 19,784 shares 19,784 $956K 0.04% +367 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 11,167 shares; 2025Q1: 12,768 shares; 2025Q2: 11,637 shares; 2025Q3: 11,607 shares 11,607 $956K 0.04% -30 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,567 shares; 2024Q4: 14,384 shares; 2025Q1: 15,456 shares; 2025Q2: 14,914 shares; 2025Q3: 15,695 shares 15,695 $954K 0.04% +781 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: 2,819 shares; 2024Q4: 2,843 shares; 2025Q1: 2,862 shares; 2025Q2: 2,741 shares; 2025Q3: 3,028 shares 3,028 $938K 0.03% +287 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: 4,871 shares; 2024Q4: 4,614 shares; 2025Q1: 4,820 shares; 2025Q2: 4,452 shares; 2025Q3: 4,761 shares 4,761 $934K 0.03% +309 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: 17,754 shares; 2024Q4: 17,858 shares; 2025Q1: 16,413 shares; 2025Q2: 10,354 shares; 2025Q3: 10,228 shares 10,228 $920K 0.03% -126 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: 4,035 shares; 2024Q4: 3,980 shares; 2025Q1: 3,977 shares; 2025Q2: 6,202 shares; 2025Q3: 8,720 shares 8,720 $917K 0.03% +2,518 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: 2,193 shares; 2024Q4: 2,191 shares; 2025Q1: 2,271 shares; 2025Q2: 2,451 shares; 2025Q3: 3,962 shares 3,962 $909K 0.03% +1,511 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: 4,389 shares; 2024Q4: 4,767 shares; 2025Q1: 4,719 shares; 2025Q2: 4,240 shares; 2025Q3: 4,140 shares 4,140 $909K 0.03% -100 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,298 shares; 2025Q1: 1,415 shares; 2025Q2: 1,332 shares; 2025Q3: 3,301 shares 3,301 $904K 0.03% +1,969 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,360 shares; 2024Q4: 35,360 shares; 2025Q1: 35,360 shares; 2025Q2: 35,360 shares; 2025Q3: 35,360 shares 35,360 $878K 0.03% 0 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: 504 shares; 2024Q4: 1,099 shares; 2025Q1: 1,357 shares; 2025Q2: 1,511 shares; 2025Q3: 1,561 shares 1,561 $878K 0.03% +50 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 891 shares; 2025Q1: 1,607 shares; 2025Q2: 2,009 shares; 2025Q3: 2,044 shares 2,044 $871K 0.03% +35 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: 1,104 shares; 2024Q4: 1,184 shares; 2025Q1: 1,280 shares; 2025Q2: 1,064 shares; 2025Q3: 1,107 shares 1,107 $867K 0.03% +43 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: 757 shares; 2024Q4: 776 shares; 2025Q1: 917 shares; 2025Q2: 913 shares; 2025Q3: 908 shares 908 $867K 0.03% -5 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: 18,581 shares; 2024Q4: 18,758 shares; 2025Q1: 17,623 shares; 2025Q2: 16,630 shares; 2025Q3: 14,178 shares 14,178 $864K 0.03% -2,452 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: 1,354 shares; 2024Q4: 1,340 shares; 2025Q1: 1,472 shares; 2025Q2: 1,407 shares; 2025Q3: 1,723 shares 1,723 $850K 0.03% +316 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 8,812 shares; 2025Q1: 4,188 shares; 2025Q2: 4,654 shares; 2025Q3: 8,000 shares 8,000 $850K 0.03% +3,346 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: 5,628 shares; 2024Q4: 5,576 shares; 2025Q1: 6,419 shares; 2025Q2: 6,591 shares; 2025Q3: 6,565 shares 6,565 $832K 0.03% -26 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: 1,752 shares; 2024Q4: 1,958 shares; 2025Q1: 2,563 shares; 2025Q2: 2,476 shares; 2025Q3: 2,644 shares 2,644 $826K 0.03% +168 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: 11,547 shares; 2024Q4: 11,069 shares; 2025Q1: 12,578 shares; 2025Q2: 10,869 shares; 2025Q3: 10,840 shares 10,840 $817K 0.03% -29 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 5,280 shares; 2025Q1: 5,199 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares 5,153 $812K 0.03% 0 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: 4,174 shares; 2024Q4: 2,699 shares; 2025Q1: 2,768 shares; 2025Q2: 4,248 shares; 2025Q3: 4,333 shares 4,333 $810K 0.03% +85 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,590 shares; 2025Q1: 1,626 shares; 2025Q2: 1,624 shares; 2025Q3: 2,800 shares 2,800 $807K 0.03% +1,176 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,547 shares; 2025Q1: 5,173 shares; 2025Q2: 4,987 shares; 2025Q3: 4,804 shares 4,804 $805K 0.03% -183 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: 2,932 shares; 2024Q4: 16,418 shares; 2025Q1: 14,604 shares; 2025Q2: 13,940 shares; 2025Q3: 14,084 shares 14,084 $801K 0.03% +144 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: 4,021 shares; 2024Q4: 3,808 shares; 2025Q1: 3,829 shares; 2025Q2: 3,761 shares; 2025Q3: 3,890 shares 3,890 $798K 0.03% +129 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 8,168 shares; 2025Q1: 7,251 shares; 2025Q2: 7,672 shares; 2025Q3: 7,662 shares 7,662 $795K 0.03% -10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 10,191 shares; 2025Q1: 10,607 shares; 2025Q2: 11,478 shares; 2025Q3: 11,742 shares 11,742 $794K 0.03% +264 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,152 shares; 2024Q4: 43,321 shares; 2025Q1: 43,537 shares; 2025Q2: 45,212 shares; 2025Q3: 48,837 shares 48,837 $793K 0.03% +3,625 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: 1,082 shares; 2024Q4: 1,080 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,101 shares 1,101 $790K 0.03% +20 Timeline GNR 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: 13,370 shares; 2024Q4: 13,070 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares 13,070 $774K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,761 shares; 2025Q1: 8,914 shares; 2025Q2: 10,164 shares; 2025Q3: 10,757 shares 10,757 $768K 0.03% +593 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: 11,090 shares; 2024Q4: 9,132 shares; 2025Q1: 8,986 shares; 2025Q2: 8,549 shares; 2025Q3: 8,554 shares 8,554 $767K 0.03% +5 Timeline SPMD 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: 7,425 shares; 2025Q1: 12,480 shares; 2025Q2: 9,129 shares; 2025Q3: 13,407 shares 13,407 $767K 0.03% +4,278 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: 28,632 shares; 2024Q4: 22,513 shares; 2025Q1: 19,145 shares; 2025Q2: 20,384 shares; 2025Q3: 19,518 shares 19,518 $765K 0.03% -866 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 8,952 shares; 2025Q1: 8,983 shares; 2025Q2: 9,019 shares; 2025Q3: 9,115 shares 9,115 $764K 0.03% +96 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,270 shares 5,270 $755K 0.03% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,367 shares; 2025Q1: 1,369 shares; 2025Q2: 1,374 shares; 2025Q3: 1,387 shares 1,387 $753K 0.03% +13 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 4,837 shares; 2025Q1: 3,903 shares; 2025Q2: 3,848 shares; 2025Q3: 3,713 shares 3,713 $749K 0.03% -135 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: 10,347 shares; 2024Q4: 10,347 shares; 2025Q1: 10,697 shares; 2025Q2: 16,597 shares; 2025Q3: 17,642 shares 17,642 $747K 0.03% +1,045 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: 4,766 shares; 2024Q4: 4,828 shares; 2025Q1: 4,754 shares; 2025Q2: 15,043 shares; 2025Q3: 10,392 shares 10,392 $743K 0.03% -4,651 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,085 shares; 2025Q1: 2,304 shares; 2025Q2: 2,250 shares; 2025Q3: 2,256 shares 2,256 $742K 0.03% +6 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: 722 shares; 2024Q4: 846 shares; 2025Q1: 872 shares; 2025Q2: 929 shares; 2025Q3: 960 shares 960 $742K 0.03% +31 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,914 shares; 2025Q1: 1,981 shares; 2025Q2: 1,939 shares; 2025Q3: 2,079 shares 2,079 $741K 0.03% +140 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,639 shares; 2025Q1: 3,801 shares; 2025Q2: 3,703 shares; 2025Q3: 3,910 shares 3,910 $734K 0.03% +207 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: 9,365 shares; 2024Q4: 8,480 shares; 2025Q1: 8,658 shares; 2025Q2: 9,719 shares; 2025Q3: 9,403 shares 9,403 $732K 0.03% -316 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: 4,972 shares; 2024Q4: 5,779 shares; 2025Q1: 6,000 shares; 2025Q2: 6,244 shares; 2025Q3: 7,610 shares 7,610 $724K 0.03% +1,366 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,530 shares; 2025Q3: 2,639 shares 2,639 $718K 0.03% +109 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,742 shares; 2025Q1: 4,758 shares; 2025Q2: 4,777 shares; 2025Q3: 4,889 shares 4,889 $712K 0.03% +112 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,503 shares; 2025Q1: 1,563 shares; 2025Q2: 1,516 shares; 2025Q3: 1,481 shares 1,481 $706K 0.03% -35 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: 997 shares; 2024Q4: 1,227 shares; 2025Q1: 1,834 shares; 2025Q2: 1,826 shares; 2025Q3: 1,800 shares 1,800 $705K 0.03% -26 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 2,563 shares; 2025Q1: 3,105 shares; 2025Q2: 3,092 shares; 2025Q3: 3,033 shares 3,033 $691K 0.03% -59 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: 4,295 shares; 2024Q4: 12,986 shares; 2025Q1: 10,826 shares; 2025Q2: 14,115 shares; 2025Q3: 14,004 shares 14,004 $687K 0.03% -111 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,713 shares; 2025Q1: 8,408 shares; 2025Q2: 8,444 shares; 2025Q3: 8,472 shares 8,472 $682K 0.03% +28 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,433 shares; 2024Q4: 15,317 shares; 2025Q1: 14,659 shares; 2025Q2: 16,084 shares; 2025Q3: 13,973 shares 13,973 $681K 0.03% -2,111 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 15,931 shares; 2025Q1: 13,871 shares; 2025Q2: 13,604 shares; 2025Q3: 14,898 shares 14,898 $671K 0.02% +1,294 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,440 shares 7,440 $666K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,530 shares; 2025Q1: 1,588 shares; 2025Q2: 1,883 shares; 2025Q3: 2,284 shares 2,284 $660K 0.02% +401 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: not reported; 2024Q4: 2,569 shares; 2025Q1: 3,960 shares; 2025Q2: 4,244 shares; 2025Q3: 4,418 shares 4,418 $657K 0.02% +174 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,058 shares; 2025Q1: 4,384 shares; 2025Q2: 4,261 shares; 2025Q3: 4,175 shares 4,175 $655K 0.02% -86 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: 2,767 shares; 2024Q4: 3,916 shares; 2025Q1: 6,890 shares; 2025Q2: 6,739 shares; 2025Q3: 7,349 shares 7,349 $650K 0.02% +610 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,457 shares; 2025Q1: 1,827 shares; 2025Q2: 1,904 shares; 2025Q3: 2,569 shares 2,569 $646K 0.02% +665 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: 3,139 shares; 2024Q4: 3,246 shares; 2025Q1: 3,924 shares; 2025Q2: 3,815 shares; 2025Q3: 3,812 shares 3,812 $646K 0.02% -3 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,002 shares; 2025Q1: 5,041 shares; 2025Q2: 5,043 shares; 2025Q3: 5,273 shares 5,273 $646K 0.02% +230 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: 669 shares; 2024Q4: 703 shares; 2025Q1: 700 shares; 2025Q2: 677 shares; 2025Q3: 677 shares 677 $645K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 10,624 shares; 2025Q1: 11,671 shares; 2025Q2: 4,772 shares; 2025Q3: 5,093 shares 5,093 $642K 0.02% +321 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,759 shares; 2025Q1: 2,625 shares; 2025Q2: 2,389 shares; 2025Q3: 2,320 shares 2,320 $638K 0.02% -69 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,187 shares; 2025Q1: 6,209 shares; 2025Q2: 9,364 shares; 2025Q3: 9,367 shares 9,367 $633K 0.02% +3 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 496 shares; 2025Q1: 520 shares; 2025Q2: 470 shares; 2025Q3: 479 shares 479 $631K 0.02% +9 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,701 shares; 2025Q1: 7,742 shares; 2025Q2: 8,028 shares; 2025Q3: 7,640 shares 7,640 $631K 0.02% -388 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,743 shares; 2025Q1: 4,748 shares; 2025Q2: 4,751 shares; 2025Q3: 4,741 shares 4,741 $630K 0.02% -10 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 5,172 shares; 2025Q1: 5,192 shares; 2025Q2: 5,209 shares; 2025Q3: 15,033 shares 15,033 $630K 0.02% +9,824 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: 6,306 shares; 2024Q4: 8,135 shares; 2025Q1: 9,535 shares; 2025Q2: 9,265 shares; 2025Q3: 9,181 shares 9,181 $619K 0.02% -84 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: 885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares 2,487 $615K 0.02% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 8,902 shares; 2025Q3: 18,846 shares 18,846 $615K 0.02% +9,944 Timeline VOOG 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: 1,029 shares; 2024Q4: 2,915 shares; 2025Q1: 3,020 shares; 2025Q2: 1,605 shares; 2025Q3: 1,406 shares 1,406 $612K 0.02% -199 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: not reported; 2024Q4: not reported; 2025Q1: 1,882 shares; 2025Q2: 1,846 shares; 2025Q3: 6,523 shares 6,523 $612K 0.02% +4,677 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,805 shares 1,805 $609K 0.02% +289 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: 6,726 shares; 2024Q4: 6,833 shares; 2025Q1: 6,968 shares; 2025Q2: 7,106 shares; 2025Q3: 7,209 shares 7,209 $606K 0.02% +103 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 5,989 shares; 2025Q1: 6,051 shares; 2025Q2: 6,024 shares; 2025Q3: 6,137 shares 6,137 $605K 0.02% +113 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,373 shares 4,373 $598K 0.02% new 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: 744 shares; 2024Q4: 854 shares; 2025Q1: 914 shares; 2025Q2: 903 shares; 2025Q3: 941 shares 941 $593K 0.02% +38 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,424 shares; 2025Q1: 5,441 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares 5,455 $591K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,962 shares; 2025Q1: 6,151 shares; 2025Q2: 6,736 shares; 2025Q3: 6,452 shares 6,452 $587K 0.02% -284 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 984 shares; 2025Q1: 995 shares; 2025Q2: 901 shares; 2025Q3: 915 shares 915 $585K 0.02% +14 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,112 shares; 2025Q1: 2,400 shares; 2025Q2: 2,300 shares; 2025Q3: 2,428 shares 2,428 $584K 0.02% +128 Timeline NULG 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares 5,813 $578K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 6,285 shares; 2025Q3: 7,014 shares 7,014 $575K 0.02% +729 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: 9,159 shares; 2024Q4: 9,083 shares; 2025Q1: 9,625 shares; 2025Q2: 9,422 shares; 2025Q3: 9,450 shares 9,450 $572K 0.02% +28 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,487 shares 8,487 $569K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 948 shares; 2025Q1: 947 shares; 2025Q2: 946 shares; 2025Q3: 969 shares 969 $568K 0.02% +23 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,669 shares; 2024Q4: 79,744 shares; 2025Q1: 47,329 shares; 2025Q2: 44,101 shares; 2025Q3: 47,436 shares 47,436 $567K 0.02% +3,335 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,329 shares; 2025Q1: 3,579 shares; 2025Q2: 3,357 shares; 2025Q3: 3,284 shares 3,284 $567K 0.02% -73 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,590 shares 24,590 $564K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,684 shares; 2025Q1: 9,220 shares; 2025Q2: 3,666 shares; 2025Q3: 4,646 shares 4,646 $561K 0.02% +980 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,266 shares; 2025Q1: 2,310 shares; 2025Q2: 2,262 shares; 2025Q3: 2,161 shares 2,161 $561K 0.02% -101 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: 3,612 shares; 2024Q4: 3,603 shares; 2025Q1: 3,644 shares; 2025Q2: 14,616 shares; 2025Q3: 8,122 shares 8,122 $559K 0.02% -6,494 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,040 shares; 2025Q1: 4,159 shares; 2025Q2: 4,190 shares; 2025Q3: 4,193 shares 4,193 $559K 0.02% +3 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: 2,021 shares; 2024Q4: 2,093 shares; 2025Q1: 2,206 shares; 2025Q2: 2,476 shares; 2025Q3: 3,708 shares 3,708 $547K 0.02% +1,232 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,625 shares; 2025Q1: 3,732 shares; 2025Q2: 3,326 shares; 2025Q3: 3,417 shares 3,417 $546K 0.02% +91 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,323 shares 7,323 $545K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,285 shares; 2025Q1: 4,415 shares; 2025Q2: 4,165 shares; 2025Q3: 4,068 shares 4,068 $543K 0.02% -97 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: 9,099 shares; 2024Q4: 9,007 shares; 2025Q1: 9,220 shares; 2025Q2: 9,334 shares; 2025Q3: 9,061 shares 9,061 $541K 0.02% -273 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,154 shares; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,809 shares 3,809 $540K 0.02% +122 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,170 shares; 2025Q1: 2,132 shares; 2025Q2: 2,103 shares; 2025Q3: 2,122 shares 2,122 $539K 0.02% +19 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,978 shares; 2025Q1: 2,985 shares; 2025Q2: 2,990 shares; 2025Q3: 3,008 shares 3,008 $538K 0.02% +18 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,895 shares; 2025Q1: 5,904 shares; 2025Q2: 5,168 shares; 2025Q3: 5,168 shares 5,168 $538K 0.02% 0 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: 4,434 shares; 2024Q4: 4,514 shares; 2025Q1: 5,173 shares; 2025Q2: 5,415 shares; 2025Q3: 5,440 shares 5,440 $535K 0.02% +25 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: 2,835 shares; 2024Q4: 3,348 shares; 2025Q1: 3,462 shares; 2025Q2: 3,487 shares; 2025Q3: 3,385 shares 3,385 $533K 0.02% -102 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 4,093 shares; 2025Q1: 4,095 shares; 2025Q2: 4,105 shares; 2025Q3: 4,081 shares 4,081 $532K 0.02% -24 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 5,819 shares 5,819 $532K 0.02% +400 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,299 shares; 2025Q1: 1,301 shares; 2025Q2: 1,303 shares; 2025Q3: 1,310 shares 1,310 $530K 0.02% +7 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,598 shares; 2025Q1: 2,604 shares; 2025Q2: 2,609 shares; 2025Q3: 2,638 shares 2,638 $529K 0.02% +29 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: 15,304 shares; 2024Q4: 14,066 shares; 2025Q1: 11,309 shares; 2025Q2: 10,221 shares; 2025Q3: 9,322 shares 9,322 $529K 0.02% -899 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 3,962 shares; 2025Q1: 4,000 shares; 2025Q2: 4,148 shares; 2025Q3: 3,878 shares 3,878 $525K 0.02% -270 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: 4,805 shares; 2024Q4: 4,762 shares; 2025Q1: 4,637 shares; 2025Q2: 4,437 shares; 2025Q3: 4,447 shares 4,447 $524K 0.02% +10 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 6,865 shares; 2025Q1: 6,569 shares; 2025Q2: 6,545 shares; 2025Q3: 5,380 shares 5,380 $519K 0.02% -1,165 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: 1,709 shares; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 2,892 shares; 2025Q3: 4,230 shares 4,230 $519K 0.02% +1,338 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: 4,489 shares; 2024Q4: 4,531 shares; 2025Q1: 4,788 shares; 2025Q2: 4,520 shares; 2025Q3: 4,522 shares 4,522 $518K 0.02% +2 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares 1,214 $516K 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,177 shares 2,177 $514K 0.02% +77 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,177 shares; 2025Q2: 2,181 shares; 2025Q3: 2,091 shares 2,091 $513K 0.02% -90 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: 5,279 shares; 2024Q4: 7,374 shares; 2025Q1: 8,105 shares; 2025Q2: 5,855 shares; 2025Q3: 9,512 shares 9,512 $512K 0.02% +3,657 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 3,645 shares; 2025Q2: 3,653 shares; 2025Q3: 3,686 shares 3,686 $509K 0.02% +33 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 6,883 shares; 2025Q1: 7,824 shares; 2025Q2: 7,322 shares; 2025Q3: 6,960 shares 6,960 $508K 0.02% -362 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,184 shares; 2025Q1: 1,188 shares; 2025Q2: 1,191 shares; 2025Q3: 1,208 shares 1,208 $506K 0.02% +17 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,832 shares; 2025Q1: 3,735 shares; 2025Q2: 3,635 shares; 2025Q3: 3,625 shares 3,625 $504K 0.02% -10 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,789 shares; 2025Q1: 1,793 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares 1,796 $504K 0.02% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,796 shares; 2025Q1: 5,915 shares; 2025Q2: 5,689 shares; 2025Q3: 5,345 shares 5,345 $498K 0.02% -344 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 5,839 shares; 2025Q1: 5,860 shares; 2025Q2: 5,876 shares; 2025Q3: 5,890 shares 5,890 $497K 0.02% +14 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,894 shares; 2025Q1: 5,006 shares; 2025Q2: 5,106 shares; 2025Q3: 4,080 shares 4,080 $495K 0.02% -1,026 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,055 shares; 2025Q1: 2,069 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares 2,226 $495K 0.02% +1 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 4,948 shares; 2025Q1: 2,540 shares; 2025Q2: 2,521 shares; 2025Q3: 2,526 shares 2,526 $494K 0.02% +5 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: 4,398 shares; 2024Q4: 4,398 shares; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares; 2025Q3: 4,398 shares 4,398 $492K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,372 shares; 2025Q1: 8,409 shares; 2025Q2: 8,436 shares; 2025Q3: 8,477 shares 8,477 $491K 0.02% +41 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: 9,395 shares; 2024Q4: 12,928 shares; 2025Q1: 9,999 shares; 2025Q2: 9,708 shares; 2025Q3: 10,567 shares 10,567 $490K 0.02% +859 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: not reported; 2025Q1: 10,889 shares; 2025Q2: 10,901 shares; 2025Q3: 9,260 shares 9,260 $490K 0.02% -1,641 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,276 shares 3,276 $488K 0.02% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,544 shares; 2025Q1: 9,575 shares; 2025Q2: 9,601 shares; 2025Q3: 9,601 shares 9,601 $488K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,712 shares; 2025Q2: 3,753 shares; 2025Q3: 3,943 shares 3,943 $486K 0.02% +190 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: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,959 shares; 2025Q2: 4,970 shares; 2025Q3: 4,997 shares 4,997 $483K 0.02% +27 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,933 shares; 2025Q1: 5,948 shares; 2025Q2: 5,680 shares; 2025Q3: 5,654 shares 5,654 $480K 0.02% -26 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,377 shares; 2025Q1: 1,669 shares; 2025Q2: 2,003 shares; 2025Q3: 1,797 shares 1,797 $480K 0.02% -206 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,916 shares; 2025Q2: 1,921 shares; 2025Q3: 1,898 shares 1,898 $480K 0.02% -23 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,681 shares; 2025Q1: 1,728 shares; 2025Q2: 1,550 shares; 2025Q3: 1,607 shares 1,607 $479K 0.02% +57 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,311 shares; 2025Q2: 4,327 shares; 2025Q3: 4,447 shares 4,447 $479K 0.02% +120 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,758 shares; 2025Q1: 2,025 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares 2,060 $478K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,483 shares; 2025Q1: 2,595 shares; 2025Q2: 2,625 shares; 2025Q3: 2,759 shares 2,759 $477K 0.02% +134 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: 2,217 shares; 2025Q2: 2,222 shares; 2025Q3: 2,262 shares 2,262 $477K 0.02% +40 EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,355 shares; 2025Q1: 5,270 shares; 2025Q2: 5,185 shares; 2025Q3: 4,448 shares 4,448 $473K 0.02% -737 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,966 shares; 2025Q1: 6,720 shares; 2025Q2: 6,357 shares; 2025Q3: 6,179 shares 6,179 $473K 0.02% -178 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,346 shares; 2025Q1: 2,759 shares; 2025Q2: 2,828 shares; 2025Q3: 2,874 shares 2,874 $470K 0.02% +46 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,876 shares; 2025Q1: 4,159 shares; 2025Q2: 4,180 shares; 2025Q3: 5,815 shares 5,815 $469K 0.02% +1,635 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: 1,535 shares; 2024Q4: 1,525 shares; 2025Q1: 1,544 shares; 2025Q2: 1,532 shares; 2025Q3: 1,519 shares 1,519 $467K 0.02% -13 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: 8,032 shares; 2024Q4: 8,032 shares; 2025Q1: 8,062 shares; 2025Q2: 8,077 shares; 2025Q3: 11,631 shares 11,631 $464K 0.02% +3,554 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,165 shares 8,165 $463K 0.02% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,745 shares 11,745 $463K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,098 shares; 2025Q1: 3,215 shares; 2025Q2: 3,126 shares; 2025Q3: 3,036 shares 3,036 $463K 0.02% -90 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: 15,691 shares; 2024Q4: 15,790 shares; 2025Q1: 16,839 shares; 2025Q2: 15,727 shares; 2025Q3: 16,989 shares 16,989 $463K 0.02% +1,262 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,689 shares; 2024Q4: 20,826 shares; 2025Q1: 20,459 shares; 2025Q2: 20,041 shares; 2025Q3: 20,418 shares 20,418 $462K 0.02% +377 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,480 shares; 2025Q2: 4,490 shares; 2025Q3: 4,545 shares 4,545 $460K 0.02% +55 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: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,840 shares; 2025Q2: 2,843 shares; 2025Q3: 2,836 shares 2,836 $458K 0.02% -7 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,749 shares 9,749 $458K 0.02% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,031 shares; 2025Q2: 2,039 shares; 2025Q3: 2,130 shares 2,130 $453K 0.02% +91 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,911 shares; 2025Q1: 1,916 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares 1,920 $453K 0.02% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,380 shares 5,380 $451K 0.02% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,704 shares; 2025Q2: 5,719 shares; 2025Q3: 5,766 shares 5,766 $448K 0.02% +47 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 3,433 shares; 2025Q1: 3,916 shares; 2025Q2: 3,425 shares; 2025Q3: 3,386 shares 3,386 $447K 0.02% -39 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: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 10,720 shares; 2025Q2: 10,720 shares; 2025Q3: 11,510 shares 11,510 $445K 0.02% +790 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 9,226 shares; 2025Q1: 10,332 shares; 2025Q2: 9,818 shares; 2025Q3: 9,862 shares 9,862 $443K 0.02% +44 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,431 shares 1,431 $442K 0.02% +5 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 20,670 shares; 2025Q1: 22,268 shares; 2025Q2: 22,811 shares; 2025Q3: 22,987 shares 22,987 $440K 0.02% +176 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,181 shares; 2025Q1: 3,191 shares; 2025Q2: 3,124 shares; 2025Q3: 3,133 shares 3,133 $440K 0.02% +9 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: 3,393 shares; 2024Q4: 3,650 shares; 2025Q1: 3,781 shares; 2025Q2: 3,702 shares; 2025Q3: 3,768 shares 3,768 $437K 0.02% +66 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,080 shares; 2025Q1: 3,087 shares; 2025Q2: 3,079 shares; 2025Q3: 3,082 shares 3,082 $436K 0.02% +3 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: 1,153 shares; 2024Q4: 1,229 shares; 2025Q1: 1,309 shares; 2025Q2: 1,171 shares; 2025Q3: 1,247 shares 1,247 $436K 0.02% +76 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,014 shares; 2025Q1: 2,564 shares; 2025Q2: 3,120 shares; 2025Q3: 3,113 shares 3,113 $435K 0.02% -7 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 4,139 shares; 2025Q3: 3,924 shares 3,924 $434K 0.02% -215 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,086 shares; 2025Q1: 2,091 shares; 2025Q2: 2,097 shares; 2025Q3: 2,102 shares 2,102 $431K 0.02% +5 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 2,367 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares 1,874 $431K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 2,051 shares; 2025Q1: 2,065 shares; 2025Q2: 2,886 shares; 2025Q3: 2,783 shares 2,783 $429K 0.02% -103 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: 4,006 shares; 2024Q4: 4,248 shares; 2025Q1: 4,612 shares; 2025Q2: 4,580 shares; 2025Q3: 5,113 shares 5,113 $427K 0.02% +533 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: 2,143 shares; 2024Q4: 3,179 shares; 2025Q1: 24,771 shares; 2025Q2: 3,179 shares; 2025Q3: 3,094 shares 3,094 $426K 0.02% -85 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,145 shares; 2025Q2: 2,075 shares; 2025Q3: 2,025 shares 2,025 $424K 0.02% -50 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: 6,206 shares; 2024Q4: 6,547 shares; 2025Q1: 6,757 shares; 2025Q2: 6,470 shares; 2025Q3: 6,301 shares 6,301 $423K 0.02% -169 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares 6,500 $422K 0.02% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,225 shares; 2025Q2: 1,228 shares; 2025Q3: 1,249 shares 1,249 $421K 0.02% +21 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: 251 shares; 2024Q4: 290 shares; 2025Q1: 295 shares; 2025Q2: 298 shares; 2025Q3: 281 shares 281 $421K 0.02% -17 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,563 shares; 2024Q4: 6,563 shares; 2025Q1: 6,588 shares; 2025Q2: 6,540 shares; 2025Q3: 6,685 shares 6,685 $419K 0.02% +145 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,775 shares; 2025Q1: 5,796 shares; 2025Q2: 5,799 shares; 2025Q3: 5,800 shares 5,800 $418K 0.02% +1 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 9,169 shares; 2025Q3: 9,169 shares 9,169 $417K 0.02% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 745 shares; 2025Q1: 749 shares; 2025Q2: 748 shares; 2025Q3: 730 shares 730 $414K 0.02% -18 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: 1,142 shares; 2024Q4: 1,074 shares; 2025Q1: 1,069 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares 1,056 $412K 0.02% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,187 shares; 2025Q1: 2,192 shares; 2025Q2: 1,656 shares; 2025Q3: 1,619 shares 1,619 $412K 0.02% -37 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,464 shares; 2025Q1: 2,469 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares 2,479 $412K 0.02% 0 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: 5,306 shares; 2024Q4: 5,584 shares; 2025Q1: 5,696 shares; 2025Q2: 5,409 shares; 2025Q3: 5,278 shares 5,278 $410K 0.02% -131 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,947 shares 11,947 $408K 0.02% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,536 shares; 2025Q2: 3,545 shares; 2025Q3: 3,574 shares 3,574 $406K 0.01% +29 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,594 shares 3,594 $403K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 1,591 shares; 2025Q1: 1,435 shares; 2025Q2: 1,244 shares; 2025Q3: 1,320 shares 1,320 $403K 0.01% +76 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,970 shares; 2025Q1: 5,296 shares; 2025Q2: 6,153 shares; 2025Q3: 6,732 shares 6,732 $402K 0.01% +579 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,552 shares 5,552 $401K 0.01% new Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 2,985 shares; 2025Q1: 2,687 shares; 2025Q2: 2,610 shares; 2025Q3: 2,310 shares 2,310 $399K 0.01% -300 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,348 shares; 2025Q3: 4,352 shares 4,352 $399K 0.01% +4 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,519 shares; 2024Q4: 18,138 shares; 2025Q1: 19,756 shares; 2025Q2: 18,610 shares; 2025Q3: 20,408 shares 20,408 $399K 0.01% +1,798 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,198 shares; 2025Q1: 2,203 shares; 2025Q2: 2,098 shares; 2025Q3: 2,073 shares 2,073 $398K 0.01% -25 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 3,093 shares; 2025Q2: 3,102 shares; 2025Q3: 3,130 shares 3,130 $398K 0.01% +28 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,430 shares; 2025Q1: 2,437 shares; 2025Q2: 2,435 shares; 2025Q3: 2,400 shares 2,400 $393K 0.01% -35 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,575 shares; 2025Q1: 6,595 shares; 2025Q2: 6,611 shares; 2025Q3: 6,611 shares 6,611 $393K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,647 shares; 2025Q3: 1,900 shares 1,900 $392K 0.01% +253 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: 13,141 shares; 2024Q4: 13,260 shares; 2025Q1: 5,267 shares; 2025Q2: 4,922 shares; 2025Q3: 4,754 shares 4,754 $391K 0.01% -168 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,399 shares; 2025Q1: 5,464 shares; 2025Q2: 5,394 shares; 2025Q3: 5,574 shares 5,574 $390K 0.01% +180 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,221 shares; 2025Q1: 1,334 shares; 2025Q2: 1,157 shares; 2025Q3: 1,127 shares 1,127 $389K 0.01% -30 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,646 shares; 2024Q4: 6,135 shares; 2025Q1: 7,043 shares; 2025Q2: 5,978 shares; 2025Q3: 5,766 shares 5,766 $388K 0.01% -212 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: 4,999 shares; 2024Q4: 4,927 shares; 2025Q1: 4,940 shares; 2025Q2: 4,654 shares; 2025Q3: 4,655 shares 4,655 $387K 0.01% +1 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: 3,740 shares; 2024Q4: 4,421 shares; 2025Q1: 5,559 shares; 2025Q2: 5,340 shares; 2025Q3: 5,270 shares 5,270 $386K 0.01% -70 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 5,076 shares; 2025Q1: 5,910 shares; 2025Q2: 5,885 shares; 2025Q3: 4,236 shares 4,236 $384K 0.01% -1,649 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,572 shares; 2025Q1: 7,937 shares; 2025Q2: 7,937 shares; 2025Q3: 7,237 shares 7,237 $384K 0.01% -700 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,327 shares; 2025Q3: 2,357 shares 2,357 $384K 0.01% +30 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,233 shares; 2024Q4: 17,196 shares; 2025Q1: 16,185 shares; 2025Q2: 15,355 shares; 2025Q3: 15,573 shares 15,573 $382K 0.01% +218 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 5,310 shares; 2025Q1: 5,410 shares; 2025Q2: 5,548 shares; 2025Q3: 5,365 shares 5,365 $381K 0.01% -183 Timeline EXPGF EXPERIAN PLC More: the full row for EXPERIAN PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,192 shares; 2025Q3: 7,649 shares 7,649 $381K 0.01% -543 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,004 shares; 2025Q2: 4,014 shares; 2025Q3: 4,112 shares 4,112 $380K 0.01% +98 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,136 shares; 2025Q1: 2,218 shares; 2025Q2: 1,979 shares; 2025Q3: 2,017 shares 2,017 $379K 0.01% +38 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: 779 shares; 2024Q4: 749 shares; 2025Q1: 716 shares; 2025Q2: 718 shares; 2025Q3: 737 shares 737 $379K 0.01% +19 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,031 shares 1,031 $376K 0.01% -169 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 468 shares; 2025Q1: 417 shares; 2025Q2: 392 shares; 2025Q3: 407 shares 407 $375K 0.01% +15 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,058 shares; 2025Q2: 1,061 shares; 2025Q3: 1,077 shares 1,077 $371K 0.01% +16 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,099 shares; 2025Q1: 1,629 shares; 2025Q2: 1,575 shares; 2025Q3: 1,557 shares 1,557 $371K 0.01% -18 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 20,696 shares; 2025Q3: 21,603 shares 21,603 $371K 0.01% +907 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,302 shares; 2025Q1: 2,468 shares; 2025Q2: 2,423 shares; 2025Q3: 2,289 shares 2,289 $371K 0.01% -134 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: 4,254 shares; 2024Q4: 4,416 shares; 2025Q1: 4,418 shares; 2025Q2: 4,403 shares; 2025Q3: 4,050 shares 4,050 $370K 0.01% -353 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 7,680 shares; 2025Q1: 7,710 shares; 2025Q2: 7,733 shares; 2025Q3: 7,613 shares 7,613 $369K 0.01% -120 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 2,104 shares 2,104 $367K 0.01% -164 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,663 shares 3,663 $367K 0.01% new Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL 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: 4,588 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares 4,457 $365K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: 1,749 shares 1,749 $365K 0.01% -209 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,494 shares; 2025Q2: 3,504 shares; 2025Q3: 3,517 shares 3,517 $365K 0.01% +13 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 2,995 shares; 2025Q2: 3,001 shares; 2025Q3: 2,982 shares 2,982 $365K 0.01% -19 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 4,327 shares; 2025Q1: 3,702 shares; 2025Q2: 3,502 shares; 2025Q3: 3,613 shares 3,613 $363K 0.01% +111 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 17,110 shares; 2025Q1: 16,674 shares; 2025Q2: 32,908 shares; 2025Q3: 15,755 shares 15,755 $361K 0.01% -17,153 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 8,821 shares; 2025Q1: 8,851 shares; 2025Q2: 8,876 shares; 2025Q3: 8,742 shares 8,742 $361K 0.01% -134 Timeline IJT 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: 2,519 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares 2,545 $360K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,168 shares; 2024Q4: 7,546 shares; 2025Q1: 8,021 shares; 2025Q2: 8,260 shares; 2025Q3: 13,706 shares 13,706 $357K 0.01% +5,446 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,421 shares; 2025Q1: 5,034 shares; 2025Q2: 4,954 shares; 2025Q3: 5,423 shares 5,423 $355K 0.01% +469 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 4,943 shares; 2025Q1: 5,274 shares; 2025Q2: 5,678 shares; 2025Q3: 5,366 shares 5,366 $354K 0.01% -312 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 3,656 shares; 2025Q1: 4,542 shares; 2025Q2: 4,083 shares; 2025Q3: 4,161 shares 4,161 $353K 0.01% +78 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,355 shares; 2025Q1: 1,385 shares; 2025Q2: 1,362 shares; 2025Q3: 1,375 shares 1,375 $353K 0.01% +13 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 2,125 shares; 2025Q1: 2,291 shares; 2025Q2: 2,331 shares; 2025Q3: 2,515 shares 2,515 $350K 0.01% +184 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares 2,458 $350K 0.01% new Timeline