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: 217,409 shares; 2024Q4: 216,594 shares; 2025Q1: 216,594 shares; 2025Q2: 214,991 shares; 2025Q3: 212,908 shares 212,908 $69.9M 11.76% -2,083 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: 862,533 shares; 2024Q4: 894,751 shares; 2025Q1: 856,546 shares; 2025Q2: 844,949 shares; 2025Q3: 794,444 shares 794,444 $47.6M 8.01% -50,505 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,482 shares; 2024Q4: 277,751 shares; 2025Q1: 276,786 shares; 2025Q2: 294,184 shares; 2025Q3: 302,124 shares 302,124 $30.3M 5.1% +7,940 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: 469,557 shares; 2024Q4: 470,393 shares; 2025Q1: 454,684 shares; 2025Q2: 454,945 shares; 2025Q3: 417,016 shares 417,016 $22.6M 3.8% -37,929 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: 31,810 shares; 2024Q4: 32,708 shares; 2025Q1: 41,113 shares; 2025Q2: 43,329 shares; 2025Q3: 34,914 shares 34,914 $21.4M 3.6% -8,415 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: 34,855 shares; 2024Q4: 34,948 shares; 2025Q1: 34,968 shares; 2025Q2: 34,759 shares; 2025Q3: 34,645 shares 34,645 $17.9M 3.02% -114 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: 114,405 shares; 2024Q4: 114,731 shares; 2025Q1: 124,093 shares; 2025Q2: 127,156 shares; 2025Q3: 120,841 shares 120,841 $14.4M 2.42% -6,315 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: 15,745 shares; 2024Q4: 15,580 shares; 2025Q1: 15,587 shares; 2025Q2: 15,587 shares; 2025Q3: 53,657 shares 53,657 $13.7M 2.3% +38,070 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: 182,992 shares; 2024Q4: 184,192 shares; 2025Q1: 208,696 shares; 2025Q2: 220,532 shares; 2025Q3: 199,223 shares 199,223 $13M 2.19% -21,309 Timeline VOOV 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: 45,762 shares; 2024Q4: 45,762 shares; 2025Q1: 45,762 shares; 2025Q2: 45,762 shares; 2025Q3: 45,762 shares 45,762 $9.13M 1.54% 0 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,272 shares; 2024Q4: 801,307 shares; 2025Q1: 742,252 shares; 2025Q2: 591,804 shares; 2025Q3: 392,028 shares 392,028 $8.2M 1.38% -199,776 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,637 shares; 2024Q4: 45,063 shares; 2025Q1: 46,070 shares; 2025Q2: 43,893 shares; 2025Q3: 42,256 shares 42,256 $7.88M 1.33% -1,637 Timeline VIOV 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: 78,422 shares; 2024Q4: 78,422 shares; 2025Q1: 78,422 shares; 2025Q2: 78,422 shares; 2025Q3: 78,422 shares 78,422 $7.47M 1.26% 0 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: 8,180 shares; 2024Q4: 8,198 shares; 2025Q1: 7,479 shares; 2025Q2: 9,855 shares; 2025Q3: 9,927 shares 9,927 $7.29M 1.23% +72 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,562 shares; 2024Q4: 89,562 shares; 2025Q1: 89,562 shares; 2025Q2: 89,562 shares; 2025Q3: 89,562 shares 89,562 $7.26M 1.22% 0 Timeline GEVO GEVO INC More: the full row for GEVO 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: 3,064,948 shares 3,064,948 $6.01M 1.01% new 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: 26,389 shares; 2024Q4: 26,612 shares; 2025Q1: 27,439 shares; 2025Q2: 27,062 shares; 2025Q3: 26,679 shares 26,679 $5.86M 0.99% -383 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: 60,901 shares; 2024Q4: 60,120 shares; 2025Q1: 57,962 shares; 2025Q2: 60,186 shares; 2025Q3: 60,971 shares 60,971 $4.92M 0.83% +785 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: 42,716 shares; 2024Q4: 36,901 shares; 2025Q1: 35,970 shares; 2025Q2: 31,640 shares; 2025Q3: 29,802 shares 29,802 $4.83M 0.81% -1,838 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: 16,654 shares; 2024Q4: 17,188 shares; 2025Q1: 18,146 shares; 2025Q2: 19,036 shares; 2025Q3: 20,600 shares 20,600 $4.77M 0.8% +1,564 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: 87,720 shares; 2024Q4: 88,171 shares; 2025Q1: 89,401 shares; 2025Q2: 92,936 shares; 2025Q3: 93,514 shares 93,514 $4.72M 0.79% +578 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: 28,076 shares; 2024Q4: 26,489 shares; 2025Q1: 26,402 shares; 2025Q2: 22,039 shares; 2025Q3: 19,136 shares 19,136 $4.66M 0.78% -2,903 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: 43,024 shares; 2024Q4: 39,316 shares; 2025Q1: 38,396 shares; 2025Q2: 38,206 shares; 2025Q3: 37,317 shares 37,317 $4.62M 0.78% -889 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: 110,510 shares; 2024Q4: 108,832 shares; 2025Q1: 107,066 shares; 2025Q2: 105,026 shares; 2025Q3: 104,918 shares 104,918 $4.61M 0.78% -108 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,888 shares; 2024Q4: 56,435 shares; 2025Q1: 66,225 shares; 2025Q2: 69,967 shares; 2025Q3: 75,412 shares 75,412 $4.5M 0.76% +5,445 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: 7,806 shares; 2024Q4: 7,931 shares; 2025Q1: 8,004 shares; 2025Q2: 7,881 shares; 2025Q3: 7,854 shares 7,854 $4.47M 0.75% -27 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: 51,575 shares; 2024Q4: 51,929 shares; 2025Q1: 50,437 shares; 2025Q2: 43,836 shares; 2025Q3: 39,342 shares 39,342 $4.37M 0.73% -4,494 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: 53,646 shares; 2024Q4: 48,894 shares; 2025Q1: 47,826 shares; 2025Q2: 46,783 shares; 2025Q3: 45,244 shares 45,244 $4.29M 0.72% -1,539 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 3,414 shares; 2025Q1: 5,112 shares; 2025Q2: 5,937 shares; 2025Q3: 6,263 shares 6,263 $4.19M 0.71% +326 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: 99,621 shares; 2024Q4: 82,077 shares; 2025Q1: 74,569 shares; 2025Q2: 66,553 shares; 2025Q3: 65,948 shares 65,948 $4.18M 0.7% -605 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: 14,556 shares; 2024Q4: 19,053 shares; 2025Q1: 23,647 shares; 2025Q2: 23,587 shares; 2025Q3: 25,569 shares 25,569 $3.97M 0.67% +1,982 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: 17,628 shares; 2024Q4: 18,168 shares; 2025Q1: 17,185 shares; 2025Q2: 18,066 shares; 2025Q3: 19,743 shares 19,743 $3.97M 0.67% +1,677 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,009 shares; 2024Q4: 39,369 shares; 2025Q1: 45,901 shares; 2025Q2: 53,452 shares; 2025Q3: 53,903 shares 53,903 $3.92M 0.66% +451 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: 77,695 shares; 2024Q4: 66,415 shares; 2025Q1: 69,478 shares; 2025Q2: 71,216 shares; 2025Q3: 151,617 shares 151,617 $3.86M 0.65% +80,401 Timeline VPL 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: 43,465 shares; 2024Q4: 43,465 shares; 2025Q1: 43,465 shares; 2025Q2: 43,465 shares; 2025Q3: 43,465 shares 43,465 $3.82M 0.64% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,135 shares; 2024Q4: 81,297 shares; 2025Q1: 77,935 shares; 2025Q2: 73,092 shares; 2025Q3: 78,204 shares 78,204 $3.78M 0.64% +5,112 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,331 shares; 2025Q1: 4,267 shares; 2025Q2: 4,237 shares; 2025Q3: 4,053 shares 4,053 $3.73M 0.63% -184 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: 39,311 shares; 2024Q4: 34,766 shares; 2025Q1: 38,634 shares; 2025Q2: 38,914 shares; 2025Q3: 37,575 shares 37,575 $3.68M 0.62% -1,339 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,479 shares; 2025Q1: 5,485 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares 5,350 $3.65M 0.61% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,304 shares; 2024Q4: 198,249 shares; 2025Q1: 194,129 shares; 2025Q2: 205,501 shares; 2025Q3: 210,730 shares 210,730 $3.64M 0.61% +5,229 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 3,952 shares; 2025Q3: 3,880 shares 3,880 $3.59M 0.6% -72 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: 6,317 shares; 2024Q4: 10,666 shares; 2025Q1: 14,752 shares; 2025Q2: 25,354 shares; 2025Q3: 31,621 shares 31,621 $3.57M 0.6% +6,267 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: 10,689 shares; 2024Q4: 9,659 shares; 2025Q1: 10,530 shares; 2025Q2: 11,262 shares; 2025Q3: 12,417 shares 12,417 $3.5M 0.59% +1,155 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,267 shares; 2024Q4: 56,964 shares; 2025Q1: 64,565 shares; 2025Q2: 68,717 shares; 2025Q3: 69,753 shares 69,753 $3.29M 0.55% +1,036 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,049 shares; 2024Q4: 58,396 shares; 2025Q1: 58,376 shares; 2025Q2: 59,579 shares; 2025Q3: 59,238 shares 59,238 $3.22M 0.54% -341 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: 16,400 shares; 2024Q4: 16,217 shares; 2025Q1: 16,218 shares; 2025Q2: 15,616 shares; 2025Q3: 15,555 shares 15,555 $3.19M 0.54% -61 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: 8,940 shares; 2024Q4: 8,940 shares; 2025Q1: 8,940 shares; 2025Q2: 8,940 shares; 2025Q3: 8,940 shares 8,940 $3.18M 0.53% 0 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: 10,734 shares; 2024Q4: 10,639 shares; 2025Q1: 10,509 shares; 2025Q2: 10,202 shares; 2025Q3: 10,060 shares 10,060 $3.17M 0.53% -142 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: 30,763 shares; 2024Q4: 27,171 shares; 2025Q1: 27,002 shares; 2025Q2: 26,985 shares; 2025Q3: 27,286 shares 27,286 $3.07M 0.52% +301 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: 45,794 shares; 2024Q4: 29,537 shares; 2025Q1: 24,206 shares; 2025Q2: 45,370 shares; 2025Q3: 56,999 shares 56,999 $3.03M 0.51% +11,629 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: 157,834 shares; 2024Q4: 151,617 shares; 2025Q1: 140,159 shares; 2025Q2: 130,164 shares; 2025Q3: 105,412 shares 105,412 $2.98M 0.5% -24,752 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: not reported; 2024Q4: 6,469 shares; 2025Q1: 10,421 shares; 2025Q2: 12,977 shares; 2025Q3: 15,810 shares 15,810 $2.93M 0.49% +2,833 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: 13,170 shares; 2024Q4: 13,061 shares; 2025Q1: 12,984 shares; 2025Q2: 12,146 shares; 2025Q3: 11,513 shares 11,513 $2.84M 0.48% -633 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: 8,032 shares; 2024Q4: 8,186 shares; 2025Q1: 8,301 shares; 2025Q2: 8,744 shares; 2025Q3: 8,645 shares 8,645 $2.75M 0.46% -99 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: 59,062 shares; 2024Q4: 58,977 shares; 2025Q1: 58,218 shares; 2025Q2: 56,692 shares; 2025Q3: 58,836 shares 58,836 $2.69M 0.45% +2,144 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: 10,317 shares; 2024Q4: 10,391 shares; 2025Q1: 10,439 shares; 2025Q2: 10,254 shares; 2025Q3: 10,252 shares 10,252 $2.66M 0.45% -2 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: 7,432 shares; 2024Q4: 7,202 shares; 2025Q1: 6,704 shares; 2025Q2: 6,091 shares; 2025Q3: 5,881 shares 5,881 $2.63M 0.44% -210 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: 33,507 shares; 2024Q4: 34,373 shares; 2025Q1: 34,633 shares; 2025Q2: 42,802 shares; 2025Q3: 42,869 shares 42,869 $2.61M 0.44% +67 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: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,919 shares; 2025Q2: 2,144 shares; 2025Q3: 2,148 shares 2,148 $2.58M 0.43% +4 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: 6,050 shares; 2024Q4: 16,164 shares; 2025Q1: 19,739 shares; 2025Q2: 21,331 shares; 2025Q3: 21,983 shares 21,983 $2.52M 0.42% +652 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: 3,094 shares; 2024Q4: 3,352 shares; 2025Q1: 3,461 shares; 2025Q2: 3,393 shares; 2025Q3: 4,693 shares 4,693 $2.36M 0.4% +1,300 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: 20,507 shares; 2024Q4: 38,793 shares; 2025Q1: 37,944 shares; 2025Q2: 30,576 shares; 2025Q3: 24,378 shares 24,378 $2.27M 0.38% -6,198 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: 9,490 shares; 2024Q4: 9,613 shares; 2025Q1: 9,537 shares; 2025Q2: 9,208 shares; 2025Q3: 9,139 shares 9,139 $2.22M 0.37% -69 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,667 shares; 2025Q3: 51,151 shares 51,151 $2.21M 0.37% +19,484 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,598 shares; 2025Q1: 15,214 shares; 2025Q2: 16,206 shares; 2025Q3: 16,836 shares 16,836 $2.19M 0.37% +630 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 25,485 shares; 2025Q1: 25,485 shares; 2025Q2: 25,485 shares; 2025Q3: 25,479 shares 25,479 $2.03M 0.34% -6 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: 19,724 shares; 2024Q4: 23,774 shares; 2025Q1: 25,935 shares; 2025Q2: 30,204 shares; 2025Q3: 24,164 shares 24,164 $2.03M 0.34% -6,040 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,223 shares; 2024Q4: 20,844 shares; 2025Q1: 24,737 shares; 2025Q2: 24,562 shares; 2025Q3: 23,980 shares 23,980 $2.02M 0.34% -582 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,646 shares; 2024Q4: 36,329 shares; 2025Q1: 31,052 shares; 2025Q2: 29,410 shares; 2025Q3: 24,755 shares 24,755 $1.98M 0.33% -4,655 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: 27,895 shares; 2024Q4: 27,895 shares; 2025Q1: 27,895 shares; 2025Q2: 27,895 shares; 2025Q3: 27,895 shares 27,895 $1.88M 0.32% 0 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: 21,680 shares; 2024Q4: 22,375 shares; 2025Q1: 21,246 shares; 2025Q2: 21,048 shares; 2025Q3: 21,171 shares 21,171 $1.85M 0.31% +123 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,415 shares; 2024Q4: 49,141 shares; 2025Q1: 44,615 shares; 2025Q2: 44,939 shares; 2025Q3: 45,405 shares 45,405 $1.69M 0.28% +466 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: 27,878 shares; 2024Q4: 25,875 shares; 2025Q1: 25,637 shares; 2025Q2: 25,007 shares; 2025Q3: 24,828 shares 24,828 $1.65M 0.28% -179 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 19,509 shares; 2025Q1: 19,509 shares; 2025Q2: 19,114 shares; 2025Q3: 19,114 shares 19,114 $1.6M 0.27% 0 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: 91,107 shares; 2024Q4: 94,234 shares; 2025Q1: 95,152 shares; 2025Q2: 96,329 shares; 2025Q3: 95,566 shares 95,566 $1.55M 0.26% -763 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: 6,667 shares; 2024Q4: 6,068 shares; 2025Q1: 6,261 shares; 2025Q2: 6,529 shares; 2025Q3: 6,528 shares 6,528 $1.49M 0.25% -1 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,166 shares; 2024Q4: 15,039 shares; 2025Q1: 15,126 shares; 2025Q2: 14,461 shares; 2025Q3: 13,914 shares 13,914 $1.48M 0.25% -547 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: 26,947 shares; 2024Q4: 26,947 shares; 2025Q1: 26,947 shares; 2025Q2: 26,947 shares; 2025Q3: 26,947 shares 26,947 $1.44M 0.24% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 9,186 shares; 2025Q1: 9,054 shares; 2025Q2: 8,753 shares; 2025Q3: 8,472 shares 8,472 $1.42M 0.24% -281 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,464 shares; 2024Q4: 12,589 shares; 2025Q1: 12,464 shares; 2025Q2: 9,263 shares; 2025Q3: 8,839 shares 8,839 $1.41M 0.24% -424 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: 1,190 shares; 2024Q4: 2,915 shares; 2025Q1: 4,736 shares; 2025Q2: 6,721 shares; 2025Q3: 9,781 shares 9,781 $1.37M 0.23% +3,060 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: 961 shares; 2024Q4: 802 shares; 2025Q1: 5,055 shares; 2025Q2: 5,005 shares; 2025Q3: 4,841 shares 4,841 $1.37M 0.23% -164 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,961 shares; 2025Q1: 4,049 shares; 2025Q2: 4,044 shares; 2025Q3: 3,985 shares 3,985 $1.36M 0.23% -59 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: 1,039 shares; 2024Q4: 891 shares; 2025Q1: 892 shares; 2025Q2: 1,006 shares; 2025Q3: 1,013 shares 1,013 $1.34M 0.22% +7 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,312 shares; 2024Q4: 16,747 shares; 2025Q1: 14,745 shares; 2025Q2: 14,166 shares; 2025Q3: 12,339 shares 12,339 $1.33M 0.22% -1,827 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: 9,035 shares; 2025Q3: 9,251 shares 9,251 $1.32M 0.22% +216 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: 3,521 shares; 2024Q4: 3,948 shares; 2025Q1: 4,033 shares; 2025Q2: 4,357 shares; 2025Q3: 4,525 shares 4,525 $1.26M 0.21% +168 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,912 shares; 2025Q3: 27,336 shares 27,336 $1.25M 0.21% +2,424 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: 2,855 shares; 2024Q4: 2,776 shares; 2025Q1: 2,738 shares; 2025Q2: 2,623 shares; 2025Q3: 2,594 shares 2,594 $1.22M 0.2% -29 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: 9,017 shares; 2024Q4: 8,833 shares; 2025Q1: 8,734 shares; 2025Q2: 8,467 shares; 2025Q3: 11,404 shares 11,404 $1.18M 0.2% +2,937 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: 10,002 shares; 2024Q4: 8,628 shares; 2025Q1: 8,523 shares; 2025Q2: 9,183 shares; 2025Q3: 7,893 shares 7,893 $1.15M 0.19% -1,290 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: 3,874 shares; 2024Q4: 4,024 shares; 2025Q1: 3,965 shares; 2025Q2: 2,987 shares; 2025Q3: 2,231 shares 2,231 $1.09M 0.18% -756 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 8,522 shares; 2025Q1: 9,955 shares; 2025Q2: 11,623 shares; 2025Q3: 10,889 shares 10,889 $1.04M 0.17% -734 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: 13,956 shares; 2024Q4: 7,648 shares; 2025Q1: 3,988 shares; 2025Q2: 4,733 shares; 2025Q3: 8,261 shares 8,261 $1.03M 0.17% +3,528 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: 6,770 shares; 2024Q4: 7,324 shares; 2025Q1: 7,422 shares; 2025Q2: 7,725 shares; 2025Q3: 7,866 shares 7,866 $1.02M 0.17% +141 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: 1,750 shares; 2024Q4: 2,021 shares; 2025Q1: 2,764 shares; 2025Q2: 2,759 shares; 2025Q3: 2,811 shares 2,811 $987K 0.17% +52 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,981 shares; 2025Q1: 3,988 shares; 2025Q2: 3,373 shares; 2025Q3: 3,226 shares 3,226 $961K 0.16% -147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,051 shares 13,051 $950K 0.16% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,525 shares; 2025Q1: 1,574 shares; 2025Q2: 1,669 shares; 2025Q3: 3,149 shares 3,149 $947K 0.16% +1,480 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: 4,857 shares; 2024Q4: 4,700 shares; 2025Q1: 4,596 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares 4,584 $933K 0.16% 0 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: 2,616 shares; 2024Q4: 2,890 shares; 2025Q1: 2,945 shares; 2025Q2: 2,909 shares; 2025Q3: 2,810 shares 2,810 $927K 0.16% -99 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: 1,757 shares; 2024Q4: 1,739 shares; 2025Q1: 1,733 shares; 2025Q2: 1,716 shares; 2025Q3: 1,630 shares 1,630 $921K 0.16% -86 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: 2,629 shares; 2024Q4: 2,631 shares; 2025Q1: 2,638 shares; 2025Q2: 3,089 shares; 2025Q3: 3,674 shares 3,674 $889K 0.15% +585 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,189 shares; 2025Q1: 7,749 shares; 2025Q2: 9,425 shares; 2025Q3: 10,737 shares 10,737 $888K 0.15% +1,312 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: 662 shares; 2024Q4: 1,453 shares; 2025Q1: 1,649 shares; 2025Q2: 1,963 shares; 2025Q3: 2,059 shares 2,059 $869K 0.15% +96 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,766 shares 17,766 $858K 0.14% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 5,106 shares; 2025Q1: 5,186 shares; 2025Q2: 5,235 shares; 2025Q3: 4,800 shares 4,800 $853K 0.14% -435 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: 1,148 shares; 2024Q4: 1,080 shares; 2025Q1: 1,075 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares 1,058 $843K 0.14% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,121 shares; 2025Q1: 2,165 shares; 2025Q2: 2,277 shares; 2025Q3: 2,153 shares 2,153 $840K 0.14% -124 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: 762 shares; 2024Q4: 813 shares; 2025Q1: 819 shares; 2025Q2: 811 shares; 2025Q3: 857 shares 857 $818K 0.14% +46 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,555 shares; 2024Q4: 102,935 shares; 2025Q1: 98,271 shares; 2025Q2: 89,492 shares; 2025Q3: 99,602 shares 99,602 $815K 0.14% +10,110 DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,767 shares 21,767 $812K 0.14% new 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: 130 shares; 2024Q4: 139 shares; 2025Q1: 147 shares; 2025Q2: 144 shares; 2025Q3: 147 shares 147 $794K 0.13% +3 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: 3,125 shares; 2024Q4: 2,890 shares; 2025Q1: 2,851 shares; 2025Q2: 2,843 shares; 2025Q3: 2,822 shares 2,822 $794K 0.13% -21 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,935 shares; 2025Q1: 2,059 shares; 2025Q2: 1,430 shares; 2025Q3: 2,971 shares 2,971 $779K 0.13% +1,541 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: 1,848 shares; 2024Q4: 1,943 shares; 2025Q1: 1,881 shares; 2025Q2: 1,712 shares; 2025Q3: 1,702 shares 1,702 $778K 0.13% -10 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,505 shares 10,505 $773K 0.13% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,554 shares; 2025Q1: 9,748 shares; 2025Q2: 23,166 shares; 2025Q3: 15,489 shares 15,489 $759K 0.13% -7,677 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.13% 0 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: 11,392 shares; 2024Q4: 12,083 shares; 2025Q1: 11,361 shares; 2025Q2: 11,349 shares; 2025Q3: 11,324 shares 11,324 $746K 0.13% -25 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,794 shares; 2025Q1: 12,112 shares; 2025Q2: 5,610 shares; 2025Q3: 8,844 shares 8,844 $737K 0.12% +3,234 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,900 shares; 2024Q4: 13,863 shares; 2025Q1: 13,269 shares; 2025Q2: 12,524 shares; 2025Q3: 12,355 shares 12,355 $732K 0.12% -169 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: 4,040 shares; 2024Q4: 6,029 shares; 2025Q1: 6,639 shares; 2025Q2: 5,853 shares; 2025Q3: 2,942 shares 2,942 $708K 0.12% -2,911 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 457 shares 457 $684K 0.12% -117 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: 2,655 shares; 2024Q4: 2,609 shares; 2025Q1: 2,963 shares; 2025Q2: 2,938 shares; 2025Q3: 2,945 shares 2,945 $677K 0.11% +7 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: 3,418 shares; 2024Q4: 3,224 shares; 2025Q1: 3,090 shares; 2025Q2: 3,040 shares; 2025Q3: 3,018 shares 3,018 $671K 0.11% -22 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: 2,251 shares; 2024Q4: 2,260 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,225 shares 2,225 $664K 0.11% -23 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares 1,075 $661K 0.11% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,383 shares; 2025Q1: 1,459 shares; 2025Q2: 1,353 shares; 2025Q3: 1,892 shares 1,892 $653K 0.11% +539 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 8,587 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,567 shares 8,567 $629K 0.11% -20 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,138 shares; 2025Q1: 3,106 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares 3,054 $627K 0.11% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,239 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,204 shares 3,204 $618K 0.1% -23 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 2,097 shares; 2025Q3: 2,073 shares 2,073 $605K 0.1% -24 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,586 shares; 2025Q1: 2,538 shares; 2025Q2: 2,579 shares; 2025Q3: 2,495 shares 2,495 $597K 0.1% -84 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: 4,486 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,195 shares; 2025Q3: 4,155 shares 4,155 $589K 0.1% -40 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: 4,092 shares; 2024Q4: 4,139 shares; 2025Q1: 3,579 shares; 2025Q2: 3,627 shares; 2025Q3: 3,635 shares 3,635 $588K 0.1% +8 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,868 shares 11,868 $564K 0.09% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares 5,400 $564K 0.09% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,499 shares; 2025Q1: 1,187 shares; 2025Q2: 1,160 shares; 2025Q3: 1,122 shares 1,122 $560K 0.09% -38 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: 1,712 shares; 2024Q4: 2,019 shares; 2025Q1: 1,929 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares 1,895 $557K 0.09% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,212 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares 8,212 $554K 0.09% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 273 shares; 2025Q1: 286 shares; 2025Q2: 289 shares; 2025Q3: 302 shares 302 $540K 0.09% +13 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,222 shares; 2025Q1: 2,101 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares 2,099 $538K 0.09% 0 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: 3,658 shares; 2024Q4: 3,660 shares; 2025Q1: 3,698 shares; 2025Q2: 3,990 shares; 2025Q3: 3,797 shares 3,797 $537K 0.09% -193 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,057 shares 14,057 $526K 0.09% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 17,949 shares; 2025Q1: 15,382 shares; 2025Q2: 14,580 shares; 2025Q3: 14,709 shares 14,709 $522K 0.09% +129 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: 3,005 shares; 2024Q4: 3,256 shares; 2025Q1: 3,288 shares; 2025Q2: 3,432 shares; 2025Q3: 3,489 shares 3,489 $504K 0.08% +57 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: 8,056 shares; 2024Q4: 8,170 shares; 2025Q1: 8,037 shares; 2025Q2: 7,670 shares; 2025Q3: 7,264 shares 7,264 $497K 0.08% -406 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 11,067 shares; 2025Q1: 10,712 shares; 2025Q2: 10,509 shares; 2025Q3: 11,799 shares 11,799 $493K 0.08% +1,290 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,642 shares 10,642 $492K 0.08% new Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 13,026 shares 13,026 $485K 0.08% new Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 13,890 shares 13,890 $483K 0.08% new 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: 6,600 shares; 2024Q4: 6,222 shares; 2025Q1: 6,233 shares; 2025Q2: 5,922 shares; 2025Q3: 6,053 shares 6,053 $475K 0.08% +131 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: 12,091 shares; 2024Q4: 6,114 shares; 2025Q1: 6,333 shares; 2025Q2: 6,415 shares; 2025Q3: 6,095 shares 6,095 $474K 0.08% -320 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: 7,075 shares; 2024Q4: 7,533 shares; 2025Q1: 7,858 shares; 2025Q2: 8,887 shares; 2025Q3: 9,029 shares 9,029 $466K 0.08% +142 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: 5,205 shares; 2024Q4: 5,338 shares; 2025Q1: 4,883 shares; 2025Q2: 4,883 shares; 2025Q3: 4,883 shares 4,883 $465K 0.08% 0 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: 35,100 shares; 2024Q4: 21,214 shares; 2025Q1: 23,628 shares; 2025Q2: 6,067 shares; 2025Q3: 9,434 shares 9,434 $463K 0.08% +3,367 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: 1,258 shares; 2024Q4: 1,195 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,132 shares 1,132 $458K 0.08% -53 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,471 shares; 2025Q1: 8,493 shares; 2025Q2: 8,822 shares; 2025Q3: 8,714 shares 8,714 $453K 0.08% -108 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 8,624 shares; 2025Q1: 15,136 shares; 2025Q2: 19,951 shares; 2025Q3: 19,799 shares 19,799 $451K 0.08% -152 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 5,984 shares; 2025Q1: 5,866 shares; 2025Q2: 6,293 shares; 2025Q3: 6,175 shares 6,175 $450K 0.08% -118 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: 2,085 shares; 2024Q4: 2,125 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares 2,065 $446K 0.07% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,589 shares; 2025Q1: 7,505 shares; 2025Q2: 9,361 shares; 2025Q3: 9,272 shares 9,272 $444K 0.07% -89 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: 1,549 shares; 2024Q4: 1,543 shares; 2025Q1: 1,540 shares; 2025Q2: 1,549 shares; 2025Q3: 1,312 shares 1,312 $443K 0.07% -237 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: 3,461 shares; 2024Q4: 3,296 shares; 2025Q1: 3,282 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares 3,295 $441K 0.07% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,599 shares; 2025Q1: 1,364 shares; 2025Q2: 1,380 shares; 2025Q3: 1,356 shares 1,356 $420K 0.07% -24 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 15,145 shares; 2025Q1: 15,198 shares; 2025Q2: 16,142 shares; 2025Q3: 16,205 shares 16,205 $417K 0.07% +63 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 2,090 shares; 2025Q1: 2,074 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares 1,915 $409K 0.07% 0 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: 1,650 shares; 2024Q4: 1,553 shares; 2025Q1: 1,559 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares 1,550 $404K 0.07% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,793 shares; 2025Q1: 5,128 shares; 2025Q2: 6,539 shares; 2025Q3: 6,623 shares 6,623 $395K 0.07% +84 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: 6,515 shares; 2024Q4: 6,751 shares; 2025Q1: 6,263 shares; 2025Q2: 3,650 shares; 2025Q3: 4,727 shares 4,727 $395K 0.07% +1,077 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: 547 shares; 2024Q4: 544 shares; 2025Q1: 538 shares; 2025Q2: 537 shares; 2025Q3: 517 shares 517 $394K 0.07% -20 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares 2,050 $383K 0.06% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,824 shares; 2025Q1: 1,817 shares; 2025Q2: 1,809 shares; 2025Q3: 1,813 shares 1,813 $382K 0.06% +4 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: 1,402 shares; 2024Q4: 1,495 shares; 2025Q1: 1,512 shares; 2025Q2: 1,481 shares; 2025Q3: 1,542 shares 1,542 $379K 0.06% +61 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: 3,238 shares; 2024Q4: 2,386 shares; 2025Q1: 1,202 shares; 2025Q2: 869 shares; 2025Q3: 779 shares 779 $378K 0.06% -90 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 10,383 shares; 2025Q1: 42,135 shares; 2025Q2: 48,774 shares; 2025Q3: 49,703 shares 49,703 $375K 0.06% +929 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares 1,730 $368K 0.06% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 2,950 shares; 2025Q3: 3,155 shares 3,155 $362K 0.06% +205 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,203 shares; 2025Q2: 1,307 shares; 2025Q3: 1,300 shares 1,300 $358K 0.06% -7 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,674 shares; 2025Q3: 7,853 shares 7,853 $358K 0.06% +179 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES 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: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares; 2025Q3: 5,909 shares 5,909 $353K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares 4,177 $352K 0.06% 0 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: 1,439 shares; 2024Q4: 1,565 shares; 2025Q1: 1,619 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares 1,396 $351K 0.06% -4 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,728 shares; 2025Q3: 1,686 shares 1,686 $350K 0.06% -42 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares 6,304 $346K 0.06% 0 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: 848 shares; 2024Q4: 777 shares; 2025Q1: 770 shares; 2025Q2: 731 shares; 2025Q3: 698 shares 698 $343K 0.06% -33 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,372 shares; 2025Q1: 14,357 shares; 2025Q2: 14,043 shares; 2025Q3: 14,228 shares 14,228 $341K 0.06% +185 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares 3,783 $337K 0.06% new 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: 50,068 shares; 2024Q4: 29,054 shares; 2025Q1: 14,672 shares; 2025Q2: 8,461 shares; 2025Q3: 5,452 shares 5,452 $333K 0.06% -3,009 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,936 shares; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,825 shares 1,825 $330K 0.06% -48 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares 2,751 $317K 0.05% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,350 shares; 2025Q1: 2,492 shares; 2025Q2: 2,543 shares; 2025Q3: 2,443 shares 2,443 $315K 0.05% -100 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: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares 1,807 $312K 0.05% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares 1,524 $310K 0.05% 0 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: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,463 shares; 2025Q2: 1,483 shares; 2025Q3: 1,581 shares 1,581 $309K 0.05% +98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares 1,843 $308K 0.05% new Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 3,869 shares; 2025Q1: 3,791 shares; 2025Q2: 3,811 shares; 2025Q3: 3,284 shares 3,284 $308K 0.05% -527 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 6,606 shares; 2025Q3: 6,606 shares 6,606 $306K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,390 shares; 2024Q4: 60,268 shares; 2025Q1: 64,717 shares; 2025Q2: 28,331 shares; 2025Q3: 6,719 shares 6,719 $303K 0.05% -21,612 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,699 shares; 2025Q1: 3,377 shares; 2025Q2: 3,290 shares; 2025Q3: 3,173 shares 3,173 $301K 0.05% -117 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,301 shares 6,301 $300K 0.05% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares 2,116 $299K 0.05% new 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: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 3,082 shares 3,082 $298K 0.05% +139 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: 3,786 shares; 2024Q4: 6,817 shares; 2025Q1: 6,878 shares; 2025Q2: 4,148 shares; 2025Q3: 2,344 shares 2,344 $297K 0.05% -1,804 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,487 shares; 2025Q1: 6,680 shares; 2025Q2: 7,132 shares; 2025Q3: 7,126 shares 7,126 $296K 0.05% -6 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,940 shares; 2025Q1: 3,832 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares 3,561 $295K 0.05% 0 Timeline ATRC ATRICURE INC More: the full row for ATRICURE 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: 8,340 shares; 2025Q3: 8,310 shares 8,310 $293K 0.05% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,562 shares; 2025Q3: 5,477 shares 5,477 $290K 0.05% -85 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,494 shares; 2025Q3: 3,893 shares 3,893 $284K 0.05% +399 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares 3,950 $282K 0.05% 0 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: 2,643 shares; 2024Q4: 2,468 shares; 2025Q1: 2,441 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares 2,441 $279K 0.05% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares 1,575 $275K 0.05% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 2,064 shares 2,064 $273K 0.05% -1,000 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 5,046 shares; 2025Q1: 4,628 shares; 2025Q2: 4,049 shares; 2025Q3: 3,632 shares 3,632 $273K 0.05% -417 Timeline QXO QXO INC More: the full row for QXO 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: 14,318 shares; 2025Q2: 14,676 shares; 2025Q3: 14,262 shares 14,262 $272K 0.05% -414 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares 402 $268K 0.05% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,070 shares; 2024Q4: 7,955 shares; 2025Q1: 7,950 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares 7,950 $267K 0.04% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,506 shares 1,506 $267K 0.04% -7 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: 3,438 shares; 2024Q4: 3,301 shares; 2025Q1: 3,279 shares; 2025Q2: 3,253 shares; 2025Q3: 3,157 shares 3,157 $267K 0.04% -96 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: 2,184 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares 2,184 $264K 0.04% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares 1,396 $263K 0.04% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,240 shares; 2025Q1: 4,300 shares; 2025Q2: 4,304 shares; 2025Q3: 3,890 shares 3,890 $261K 0.04% -414 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares 2,730 $261K 0.04% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,635 shares 1,635 $259K 0.04% -73 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: 281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares 281 $259K 0.04% 0 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: 2,147 shares; 2024Q4: 1,792 shares; 2025Q1: 1,775 shares; 2025Q2: 1,717 shares; 2025Q3: 1,645 shares 1,645 $253K 0.04% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 234 shares 234 $252K 0.04% +7 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 11,424 shares; 2025Q1: 11,953 shares; 2025Q2: 12,098 shares; 2025Q3: 12,098 shares 12,098 $250K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 519 shares 519 $249K 0.04% +29 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: 746 shares; 2024Q4: 699 shares; 2025Q1: 773 shares; 2025Q2: 860 shares; 2025Q3: 767 shares 767 $248K 0.04% -93 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: 709 shares; 2024Q4: 682 shares; 2025Q1: 625 shares; 2025Q2: 522 shares; 2025Q3: 514 shares 514 $245K 0.04% -8 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,164 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,221 shares 3,221 $245K 0.04% +57 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: 3,933 shares; 2024Q4: 3,252 shares; 2025Q1: 2,566 shares; 2025Q2: 955 shares; 2025Q3: 687 shares 687 $242K 0.04% -268 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,530 shares 2,530 $241K 0.04% -176 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 18,899 shares; 2025Q1: 16,952 shares; 2025Q2: 19,950 shares; 2025Q3: 18,868 shares 18,868 $235K 0.04% -1,082 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 12,667 shares; 2025Q1: 12,310 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares 12,310 $230K 0.04% 0 Timeline SMMV 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: 5,963 shares; 2024Q4: 5,963 shares; 2025Q1: 5,955 shares; 2025Q2: 5,881 shares; 2025Q3: 5,322 shares 5,322 $229K 0.04% -559 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: 904 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares 874 $228K 0.04% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares 3,144 $228K 0.04% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,638 shares; 2025Q3: 3,550 shares 3,550 $222K 0.04% -88 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares 2,144 $222K 0.04% new Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares 1,065 $213K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares 1,126 $210K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares 1,254 $209K 0.04% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 3,634 shares 3,634 $209K 0.04% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares 343 $204K 0.03% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 4,609 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares 3,827 $203K 0.03% 0 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG 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: 7,722 shares; 2025Q3: 8,345 shares 8,345 $203K 0.03% +623 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 902 shares 902 $203K 0.03% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,236 shares 3,236 $202K 0.03% +137 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 2,111 shares 2,111 $200K 0.03% new Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,660 shares; 2024Q4: 11,588 shares; 2025Q1: 14,198 shares; 2025Q2: 16,361 shares; 2025Q3: 16,238 shares 16,238 $197K 0.03% -123 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,409 shares; 2024Q4: 24,716 shares; 2025Q1: 24,716 shares; 2025Q2: 23,363 shares; 2025Q3: 23,363 shares 23,363 $137K 0.02% 0 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,317 shares; 2025Q3: 16,239 shares 16,239 $128K 0.02% +1,922 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR 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: 18,768 shares; 2025Q3: 16,946 shares 16,946 $69K 0.01% -1,822 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS 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: 29,262 shares; 2025Q2: 13,725 shares; 2025Q3: 13,725 shares 13,725 $52.2K 0.01% 0 Timeline