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: 946,902 shares; 2024Q4: 1,051,105 shares; 2025Q1: 1,154,594 shares; 2025Q2: 1,175,676 shares; 2025Q3: 1,208,988 shares 1,208,988 $809M 12.1% +33,312 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: 3,761,723 shares; 2024Q4: 3,160,511 shares; 2025Q1: 3,245,675 shares; 2025Q2: 4,076,309 shares; 2025Q3: 4,843,951 shares 4,843,951 $423M 6.32% +767,642 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: 533,877 shares; 2024Q4: 547,159 shares; 2025Q1: 529,351 shares; 2025Q2: 510,895 shares; 2025Q3: 595,004 shares 595,004 $308M 4.61% +84,109 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: 1,174,768 shares; 2024Q4: 1,285,929 shares; 2025Q1: 1,333,979 shares; 2025Q2: 1,287,041 shares; 2025Q3: 1,579,252 shares 1,579,252 $295M 4.41% +292,211 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: 915,523 shares; 2024Q4: 942,749 shares; 2025Q1: 927,659 shares; 2025Q2: 886,371 shares; 2025Q3: 878,872 shares 878,872 $224M 3.35% -7,499 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: 578,271 shares; 2024Q4: 529,664 shares; 2025Q1: 516,595 shares; 2025Q2: 516,633 shares; 2025Q3: 472,808 shares 472,808 $156M 2.33% -43,825 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: 574,989 shares; 2024Q4: 577,651 shares; 2025Q1: 564,748 shares; 2025Q2: 570,913 shares; 2025Q3: 637,873 shares 637,873 $155M 2.32% +66,960 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: 538,919 shares; 2024Q4: 534,170 shares; 2025Q1: 546,377 shares; 2025Q2: 553,016 shares; 2025Q3: 628,083 shares 628,083 $138M 2.06% +75,067 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228,228 shares; 2024Q4: 1,024,276 shares; 2025Q1: 1,006,200 shares; 2025Q2: 1,261,024 shares; 2025Q3: 1,331,282 shares 1,331,282 $124M 1.85% +70,258 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,210 shares; 2024Q4: 1,823,546 shares; 2025Q1: 1,899,363 shares; 2025Q2: 1,947,142 shares; 2025Q3: 2,155,487 shares 2,155,487 $114M 1.71% +208,345 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: 3,170,085 shares; 2024Q4: 2,634,865 shares; 2025Q1: 2,596,666 shares; 2025Q2: 1,552,763 shares; 2025Q3: 1,635,815 shares 1,635,815 $107M 1.6% +83,052 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: 337,194 shares; 2024Q4: 339,022 shares; 2025Q1: 334,143 shares; 2025Q2: 330,730 shares; 2025Q3: 325,448 shares 325,448 $103M 1.53% -5,282 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: 203,606 shares; 2024Q4: 220,217 shares; 2025Q1: 224,120 shares; 2025Q2: 229,803 shares; 2025Q3: 270,471 shares 270,471 $92.3M 1.38% +40,668 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: 454,267 shares; 2024Q4: 705,873 shares; 2025Q1: 740,606 shares; 2025Q2: 808,808 shares; 2025Q3: 862,244 shares 862,244 $89.1M 1.33% +53,436 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,611 shares; 2024Q4: 1,148,745 shares; 2025Q1: 1,182,988 shares; 2025Q2: 1,215,366 shares; 2025Q3: 1,614,802 shares 1,614,802 $82.5M 1.23% +399,436 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: 1,870,112 shares; 2024Q4: 1,851,744 shares; 2025Q1: 1,271,642 shares; 2025Q2: 1,231,071 shares; 2025Q3: 1,209,694 shares 1,209,694 $66.9M 1% -21,377 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471,389 shares; 2025Q1: 476,212 shares; 2025Q2: 471,681 shares; 2025Q3: 496,854 shares 496,854 $66.5M 0.99% +25,173 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: 30,894 shares; 2024Q4: 33,775 shares; 2025Q1: 45,654 shares; 2025Q2: 51,201 shares; 2025Q3: 88,880 shares 88,880 $65.3M 0.98% +37,679 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: 256,284 shares; 2024Q4: 157,819 shares; 2025Q1: 154,474 shares; 2025Q2: 155,566 shares; 2025Q3: 260,083 shares 260,083 $63.3M 0.95% +104,517 Timeline VCIT 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: 200,819 shares; 2024Q4: 536,612 shares; 2025Q1: 602,598 shares; 2025Q2: 636,783 shares; 2025Q3: 729,897 shares 729,897 $61.4M 0.92% +93,114 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: 5,028 shares; 2025Q3: 83,491 shares 83,491 $60M 0.9% +78,463 Timeline SPTS 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: 854,749 shares; 2024Q4: 1,232,305 shares; 2025Q1: 1,388,547 shares; 2025Q2: 1,835,886 shares; 2025Q3: 2,035,594 shares 2,035,594 $59.7M 0.89% +199,708 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: 65,613 shares; 2024Q4: 64,824 shares; 2025Q1: 61,168 shares; 2025Q2: 61,140 shares; 2025Q3: 60,652 shares 60,652 $56.1M 0.84% -488 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: 382,351 shares; 2024Q4: 388,438 shares; 2025Q1: 402,377 shares; 2025Q2: 403,223 shares; 2025Q3: 383,960 shares 383,960 $55.5M 0.83% -19,263 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: 82,338 shares; 2024Q4: 77,636 shares; 2025Q1: 74,586 shares; 2025Q2: 76,605 shares; 2025Q3: 78,054 shares 78,054 $52M 0.78% +1,449 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: 12,133 shares; 2024Q4: 13,468 shares; 2025Q1: 12,611 shares; 2025Q2: 20,428 shares; 2025Q3: 42,534 shares 42,534 $51M 0.76% +22,106 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,461 shares; 2024Q4: 143,493 shares; 2025Q1: 157,170 shares; 2025Q2: 159,781 shares; 2025Q3: 151,245 shares 151,245 $49.6M 0.74% -8,536 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,164 shares; 2024Q4: 619,386 shares; 2025Q1: 659,753 shares; 2025Q2: 640,114 shares; 2025Q3: 690,528 shares 690,528 $41.5M 0.62% +50,414 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: 172,681 shares; 2024Q4: 176,222 shares; 2025Q1: 178,780 shares; 2025Q2: 181,354 shares; 2025Q3: 180,304 shares 180,304 $41.4M 0.62% -1,050 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: 39,310 shares; 2024Q4: 35,440 shares; 2025Q1: 35,768 shares; 2025Q2: 26,367 shares; 2025Q3: 53,814 shares 53,814 $41.1M 0.61% +27,447 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: 144,542 shares; 2024Q4: 272,888 shares; 2025Q1: 299,782 shares; 2025Q2: 302,543 shares; 2025Q3: 304,929 shares 304,929 $39.8M 0.59% +2,386 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: 84,500 shares; 2024Q4: 75,271 shares; 2025Q1: 75,566 shares; 2025Q2: 77,318 shares; 2025Q3: 98,131 shares 98,131 $39.8M 0.59% +20,813 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: 38,771 shares; 2024Q4: 92,137 shares; 2025Q1: 104,147 shares; 2025Q2: 106,062 shares; 2025Q3: 107,386 shares 107,386 $39.7M 0.59% +1,324 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: 5,062 shares; 2024Q4: 5,217 shares; 2025Q1: 5,534 shares; 2025Q2: 5,575 shares; 2025Q3: 7,234 shares 7,234 $39.1M 0.58% +1,659 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 339,141 shares; 2025Q3: 513,390 shares 513,390 $38.8M 0.58% +174,249 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: 148,006 shares; 2024Q4: 149,352 shares; 2025Q1: 148,940 shares; 2025Q2: 151,294 shares; 2025Q3: 153,572 shares 153,572 $36.8M 0.55% +2,278 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: 164,230 shares; 2024Q4: 169,881 shares; 2025Q1: 165,024 shares; 2025Q2: 163,874 shares; 2025Q3: 166,996 shares 166,996 $34.3M 0.51% +3,122 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: 213,769 shares; 2024Q4: 217,418 shares; 2025Q1: 218,028 shares; 2025Q2: 215,820 shares; 2025Q3: 167,968 shares 167,968 $33.9M 0.51% -47,852 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: 41,053 shares; 2024Q4: 163,330 shares; 2025Q1: 167,318 shares; 2025Q2: 169,325 shares; 2025Q3: 165,126 shares 165,126 $33.6M 0.5% -4,199 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: 147,692 shares; 2024Q4: 148,164 shares; 2025Q1: 148,466 shares; 2025Q2: 144,755 shares; 2025Q3: 143,994 shares 143,994 $33.3M 0.5% -761 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: 4,238 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 99,473 shares; 2025Q3: 336,059 shares 336,059 $32.8M 0.49% +236,586 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: 2,447 shares; 2024Q4: 2,451 shares; 2025Q1: 30,667 shares; 2025Q2: 42,023 shares; 2025Q3: 42,070 shares 42,070 $32.5M 0.49% +47 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: 305,314 shares; 2024Q4: 286,180 shares; 2025Q1: 237,531 shares; 2025Q2: 232,138 shares; 2025Q3: 239,770 shares 239,770 $32M 0.48% +7,632 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: 380,903 shares; 2024Q4: 327,418 shares; 2025Q1: 332,774 shares; 2025Q2: 329,155 shares; 2025Q3: 328,157 shares 328,157 $31.3M 0.47% -998 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: 126,639 shares; 2024Q4: 118,157 shares; 2025Q1: 118,491 shares; 2025Q2: 80,871 shares; 2025Q3: 81,904 shares 81,904 $30.7M 0.46% +1,033 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,133 shares; 2024Q4: 218,190 shares; 2025Q1: 237,217 shares; 2025Q2: 394,192 shares; 2025Q3: 573,411 shares 573,411 $29.3M 0.44% +179,219 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: 63,243 shares; 2024Q4: 60,255 shares; 2025Q1: 59,364 shares; 2025Q2: 95,358 shares; 2025Q3: 103,108 shares 103,108 $29.1M 0.43% +7,750 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: 125,696 shares; 2024Q4: 126,651 shares; 2025Q1: 127,078 shares; 2025Q2: 125,276 shares; 2025Q3: 121,364 shares 121,364 $28.7M 0.43% -3,912 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: 12,311 shares; 2025Q1: 13,343 shares; 2025Q2: 13,939 shares; 2025Q3: 83,514 shares 83,514 $28.2M 0.42% +69,575 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: 91,143 shares; 2024Q4: 92,002 shares; 2025Q1: 101,927 shares; 2025Q2: 101,161 shares; 2025Q3: 99,725 shares 99,725 $28.1M 0.42% -1,436 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: 418,075 shares; 2024Q4: 377,877 shares; 2025Q1: 374,264 shares; 2025Q2: 375,128 shares; 2025Q3: 367,879 shares 367,879 $27.8M 0.42% -7,249 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: 22,807 shares; 2024Q4: 23,415 shares; 2025Q1: 24,570 shares; 2025Q2: 27,825 shares; 2025Q3: 48,401 shares 48,401 $27.5M 0.41% +20,576 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: 41,458 shares; 2024Q4: 40,675 shares; 2025Q1: 42,877 shares; 2025Q2: 42,667 shares; 2025Q3: 44,879 shares 44,879 $26.9M 0.4% +2,212 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: 80,238 shares; 2024Q4: 79,915 shares; 2025Q1: 48,324 shares; 2025Q2: 64,144 shares; 2025Q3: 91,290 shares 91,290 $25.7M 0.38% +27,146 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,315 shares; 2024Q4: 293,574 shares; 2025Q1: 306,575 shares; 2025Q2: 317,563 shares; 2025Q3: 323,502 shares 323,502 $24.8M 0.37% +5,939 Timeline GVI 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: 200,408 shares; 2024Q4: 196,457 shares; 2025Q1: 199,127 shares; 2025Q2: 199,344 shares; 2025Q3: 226,406 shares 226,406 $24.3M 0.36% +27,062 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: 77,801 shares; 2024Q4: 79,564 shares; 2025Q1: 81,320 shares; 2025Q2: 83,233 shares; 2025Q3: 80,754 shares 80,754 $23.3M 0.35% -2,479 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: 112,342 shares; 2024Q4: 110,570 shares; 2025Q1: 106,156 shares; 2025Q2: 94,210 shares; 2025Q3: 91,826 shares 91,826 $23.1M 0.35% -2,384 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: 299,929 shares; 2024Q4: 240,064 shares; 2025Q1: 244,444 shares; 2025Q2: 246,446 shares; 2025Q3: 245,408 shares 245,408 $22.9M 0.34% -1,038 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: 416,139 shares; 2024Q4: 426,505 shares; 2025Q1: 425,424 shares; 2025Q2: 422,432 shares; 2025Q3: 415,597 shares 415,597 $21.4M 0.32% -6,835 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: 840 shares; 2024Q4: not reported; 2025Q1: 85,580 shares; 2025Q2: 449,958 shares; 2025Q3: 514,296 shares 514,296 $20.5M 0.31% +64,338 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,216 shares; 2025Q1: 8,367 shares; 2025Q2: 138,034 shares; 2025Q3: 188,773 shares 188,773 $20.4M 0.3% +50,739 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,469 shares; 2024Q4: 56,614 shares; 2025Q1: 81,203 shares; 2025Q2: 83,307 shares; 2025Q3: 84,459 shares 84,459 $19.8M 0.3% +1,152 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: 63,411 shares; 2024Q4: 63,068 shares; 2025Q1: 71,556 shares; 2025Q2: 71,173 shares; 2025Q3: 70,616 shares 70,616 $19.7M 0.29% -557 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,496 shares; 2025Q1: 15,625 shares; 2025Q2: 15,581 shares; 2025Q3: 16,320 shares 16,320 $19M 0.28% +739 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: 366,372 shares; 2024Q4: 355,412 shares; 2025Q1: 305,477 shares; 2025Q2: 314,721 shares; 2025Q3: 309,535 shares 309,535 $18.5M 0.28% -5,186 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: 90,487 shares; 2024Q4: 79,981 shares; 2025Q1: 95,730 shares; 2025Q2: 81,867 shares; 2025Q3: 77,988 shares 77,988 $18.5M 0.28% -3,879 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: 115,009 shares; 2025Q1: 68,609 shares; 2025Q2: 59,184 shares; 2025Q3: 124,533 shares 124,533 $18.1M 0.27% +65,349 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: 134,499 shares; 2024Q4: 135,048 shares; 2025Q1: 137,174 shares; 2025Q2: 129,478 shares; 2025Q3: 138,144 shares 138,144 $18.1M 0.27% +8,666 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,015 shares; 2024Q4: 110,721 shares; 2025Q1: 125,735 shares; 2025Q2: 125,868 shares; 2025Q3: 124,151 shares 124,151 $18.1M 0.27% -1,717 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: 295,089 shares; 2024Q4: 221,837 shares; 2025Q1: 232,399 shares; 2025Q2: 214,947 shares; 2025Q3: 214,383 shares 214,383 $18M 0.27% -564 Timeline IEF 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: 281,576 shares; 2024Q4: 234,159 shares; 2025Q1: 255,096 shares; 2025Q2: 166,856 shares; 2025Q3: 176,226 shares 176,226 $17M 0.25% +9,370 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: 48,352 shares; 2024Q4: 49,040 shares; 2025Q1: 49,091 shares; 2025Q2: 48,561 shares; 2025Q3: 48,137 shares 48,137 $16.7M 0.25% -424 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: 147,019 shares; 2024Q4: 141,898 shares; 2025Q1: 146,294 shares; 2025Q2: 155,233 shares; 2025Q3: 155,559 shares 155,559 $16.6M 0.25% +326 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 459 shares; 2025Q2: 469 shares; 2025Q3: 7,012 shares 7,012 $16.4M 0.24% +6,543 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: 22,021 shares; 2024Q4: 132,616 shares; 2025Q1: 140,708 shares; 2025Q2: 160,178 shares; 2025Q3: 128,818 shares 128,818 $15.9M 0.24% -31,360 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: 198,566 shares; 2024Q4: 95,773 shares; 2025Q1: 97,811 shares; 2025Q2: 91,408 shares; 2025Q3: 100,960 shares 100,960 $15.7M 0.23% +9,552 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,777 shares; 2024Q4: 64,586 shares; 2025Q1: 76,482 shares; 2025Q2: 76,123 shares; 2025Q3: 76,991 shares 76,991 $15.6M 0.23% +868 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: 50,408 shares; 2024Q4: 51,924 shares; 2025Q1: 95,399 shares; 2025Q2: 98,132 shares; 2025Q3: 98,580 shares 98,580 $15.5M 0.23% +448 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: 224,128 shares; 2024Q4: 222,118 shares; 2025Q1: 231,044 shares; 2025Q2: 245,793 shares; 2025Q3: 244,381 shares 244,381 $15.5M 0.23% -1,412 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,781 shares; 2025Q1: 4,776 shares; 2025Q2: 49,874 shares; 2025Q3: 81,185 shares 81,185 $15.5M 0.23% +31,311 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: 73,195 shares; 2024Q4: 58,326 shares; 2025Q1: 56,705 shares; 2025Q2: 53,080 shares; 2025Q3: 54,124 shares 54,124 $15.3M 0.23% +1,044 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: 56,952 shares; 2024Q4: 41,054 shares; 2025Q1: 35,655 shares; 2025Q2: 28,724 shares; 2025Q3: 31,456 shares 31,456 $15.3M 0.23% +2,732 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: 165,320 shares; 2024Q4: 168,367 shares; 2025Q1: 170,253 shares; 2025Q2: 187,726 shares; 2025Q3: 187,168 shares 187,168 $15M 0.22% -558 Timeline EFAX 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: 250,034 shares; 2024Q4: 240,166 shares; 2025Q1: 248,458 shares; 2025Q2: 276,775 shares; 2025Q3: 301,758 shares 301,758 $14.9M 0.22% +24,983 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: 153,103 shares; 2024Q4: 166,939 shares; 2025Q1: 158,367 shares; 2025Q2: 155,604 shares; 2025Q3: 96,836 shares 96,836 $14.9M 0.22% -58,768 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,594 shares; 2025Q1: 6,504 shares; 2025Q2: 11,197 shares; 2025Q3: 88,493 shares 88,493 $14.8M 0.22% +77,296 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: 115,052 shares; 2024Q4: 111,004 shares; 2025Q1: 83,019 shares; 2025Q2: 86,020 shares; 2025Q3: 77,962 shares 77,962 $14.8M 0.22% -8,058 Timeline SCHX 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: 117,157 shares; 2024Q4: 380,916 shares; 2025Q1: 407,230 shares; 2025Q2: 516,357 shares; 2025Q3: 559,758 shares 559,758 $14.7M 0.22% +43,401 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: 120,355 shares; 2024Q4: 125,523 shares; 2025Q1: 125,371 shares; 2025Q2: 111,111 shares; 2025Q3: 110,070 shares 110,070 $14.7M 0.22% -1,041 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: 54,474 shares; 2024Q4: 56,879 shares; 2025Q1: 57,704 shares; 2025Q2: 56,935 shares; 2025Q3: 59,612 shares 59,612 $14.6M 0.22% +2,677 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: 311,348 shares; 2024Q4: 249,397 shares; 2025Q1: 226,359 shares; 2025Q2: 295,471 shares; 2025Q3: 211,530 shares 211,530 $14.5M 0.22% -83,941 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: 9,302 shares; 2024Q4: 31,443 shares; 2025Q1: 36,496 shares; 2025Q2: 37,741 shares; 2025Q3: 34,676 shares 34,676 $13.6M 0.2% -3,065 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: 184,798 shares; 2024Q4: 179,876 shares; 2025Q1: 173,920 shares; 2025Q2: 164,627 shares; 2025Q3: 160,289 shares 160,289 $13.1M 0.2% -4,338 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: 24,852 shares; 2024Q4: 23,319 shares; 2025Q1: 24,917 shares; 2025Q2: 25,530 shares; 2025Q3: 25,473 shares 25,473 $12.8M 0.19% -57 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: 12,421 shares; 2024Q4: 7,586 shares; 2025Q1: 16,077 shares; 2025Q2: 16,576 shares; 2025Q3: 16,867 shares 16,867 $12.8M 0.19% +291 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: 116,593 shares; 2024Q4: 111,911 shares; 2025Q1: 109,625 shares; 2025Q2: 106,985 shares; 2025Q3: 90,839 shares 90,839 $12.8M 0.19% -16,146 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: 61,294 shares; 2024Q4: 60,421 shares; 2025Q1: 60,645 shares; 2025Q2: 62,792 shares; 2025Q3: 59,095 shares 59,095 $12.8M 0.19% -3,697 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: 79,579 shares; 2024Q4: 49,255 shares; 2025Q1: 50,200 shares; 2025Q2: 50,003 shares; 2025Q3: 62,275 shares 62,275 $12.8M 0.19% +12,272 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: 28,006 shares; 2024Q4: 28,499 shares; 2025Q1: 28,198 shares; 2025Q2: 27,070 shares; 2025Q3: 26,897 shares 26,897 $12.6M 0.19% -173 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: 70,064 shares; 2024Q4: 76,883 shares; 2025Q1: 75,923 shares; 2025Q2: 75,709 shares; 2025Q3: 74,189 shares 74,189 $12.4M 0.19% -1,520 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: 73,553 shares; 2024Q4: 76,125 shares; 2025Q1: 88,629 shares; 2025Q2: 71,102 shares; 2025Q3: 77,898 shares 77,898 $12.4M 0.19% +6,796 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,281 shares; 2024Q4: 122,584 shares; 2025Q1: 116,645 shares; 2025Q2: 114,320 shares; 2025Q3: 115,487 shares 115,487 $12.3M 0.18% +1,167 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: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,997 shares; 2025Q3: 68,155 shares 68,155 $12.1M 0.18% +61,158 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: 183,981 shares; 2024Q4: 99,771 shares; 2025Q1: 84,995 shares; 2025Q2: 74,995 shares; 2025Q3: 65,207 shares 65,207 $12.1M 0.18% -9,788 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: 11,687 shares; 2024Q4: 4,599 shares; 2025Q1: 4,884 shares; 2025Q2: 4,889 shares; 2025Q3: 34,312 shares 34,312 $12.1M 0.18% +29,423 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,033 shares; 2024Q4: 169,515 shares; 2025Q1: 160,715 shares; 2025Q2: 155,565 shares; 2025Q3: 144,909 shares 144,909 $12M 0.18% -10,656 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,416 shares; 2025Q2: 160,205 shares; 2025Q3: 118,690 shares 118,690 $11.8M 0.18% -41,515 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: 153,568 shares; 2024Q4: 159,375 shares; 2025Q1: 154,496 shares; 2025Q2: 151,275 shares; 2025Q3: 176,742 shares 176,742 $11.7M 0.18% +25,467 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: 45,252 shares; 2024Q4: 58,266 shares; 2025Q1: 64,073 shares; 2025Q2: 61,832 shares; 2025Q3: 69,149 shares 69,149 $11.5M 0.17% +7,317 Timeline XJH 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: 257,674 shares 257,674 $11.3M 0.17% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,709 shares; 2024Q4: 23,043 shares; 2025Q1: 23,241 shares; 2025Q2: 24,188 shares; 2025Q3: 24,679 shares 24,679 $11.3M 0.17% +491 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: 36,884 shares; 2024Q4: 39,286 shares; 2025Q1: 37,044 shares; 2025Q2: 37,578 shares; 2025Q3: 37,101 shares 37,101 $11.3M 0.17% -477 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: 17,773 shares; 2024Q4: 21,123 shares; 2025Q1: 21,904 shares; 2025Q2: 22,148 shares; 2025Q3: 22,455 shares 22,455 $10.7M 0.16% +307 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: 259,546 shares; 2024Q4: 239,853 shares; 2025Q1: 249,638 shares; 2025Q2: 247,469 shares; 2025Q3: 241,264 shares 241,264 $10.6M 0.16% -6,205 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: 177,438 shares; 2024Q4: 180,586 shares; 2025Q1: 75,664 shares; 2025Q2: 69,540 shares; 2025Q3: 67,426 shares 67,426 $10.6M 0.16% -2,114 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: 67,488 shares; 2024Q4: 63,668 shares; 2025Q1: 57,317 shares; 2025Q2: 41,752 shares; 2025Q3: 42,603 shares 42,603 $10.3M 0.15% +851 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: 13,250 shares; 2024Q4: 14,064 shares; 2025Q1: 17,488 shares; 2025Q2: 17,221 shares; 2025Q3: 16,812 shares 16,812 $10.3M 0.15% -409 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: 93,225 shares; 2024Q4: 109,816 shares; 2025Q1: 81,394 shares; 2025Q2: 86,484 shares; 2025Q3: 88,772 shares 88,772 $10M 0.15% +2,288 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,277 shares; 2024Q4: 378,584 shares; 2025Q1: 383,109 shares; 2025Q2: 370,847 shares; 2025Q3: 391,542 shares 391,542 $9.91M 0.15% +20,695 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: 16,771 shares; 2024Q4: 16,594 shares; 2025Q1: 16,235 shares; 2025Q2: 15,709 shares; 2025Q3: 15,476 shares 15,476 $9.89M 0.15% -233 Timeline SCHG 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: 128,152 shares; 2025Q2: 443,719 shares; 2025Q3: 304,737 shares 304,737 $9.72M 0.15% -138,982 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS 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: 86,952 shares; 2025Q3: 1,048,102 shares 1,048,102 $9.59M 0.14% +961,150 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: 19,434 shares; 2024Q4: 20,229 shares; 2025Q1: 21,964 shares; 2025Q2: 22,249 shares; 2025Q3: 22,584 shares 22,584 $9.53M 0.14% +335 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001,441 shares; 2024Q4: 1,343,677 shares; 2025Q1: 1,314,736 shares; 2025Q2: 583,378 shares; 2025Q3: 208,439 shares 208,439 $9.4M 0.14% -374,939 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: 15,665 shares; 2024Q4: 4,058 shares; 2025Q1: 3,947 shares; 2025Q2: 3,796 shares; 2025Q3: 8,684 shares 8,684 $9.37M 0.14% +4,888 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: 56,104 shares; 2024Q4: 47,916 shares; 2025Q1: 45,796 shares; 2025Q2: 44,701 shares; 2025Q3: 42,306 shares 42,306 $8.91M 0.13% -2,395 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: 14,607 shares; 2024Q4: 14,718 shares; 2025Q1: 42,253 shares; 2025Q2: 54,991 shares; 2025Q3: 41,864 shares 41,864 $8.9M 0.13% -13,127 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: 144,178 shares; 2024Q4: 145,758 shares; 2025Q1: 222,079 shares; 2025Q2: 122,168 shares; 2025Q3: 186,301 shares 186,301 $8.4M 0.13% +64,133 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: 42,487 shares; 2024Q4: 29,187 shares; 2025Q1: 29,068 shares; 2025Q2: 28,411 shares; 2025Q3: 28,329 shares 28,329 $8.31M 0.12% -82 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: 9,510 shares; 2024Q4: 8,696 shares; 2025Q1: 13,009 shares; 2025Q2: 12,754 shares; 2025Q3: 11,111 shares 11,111 $8.3M 0.12% -1,643 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: 125,652 shares; 2024Q4: 127,350 shares; 2025Q1: 127,341 shares; 2025Q2: 73,128 shares; 2025Q3: 72,254 shares 72,254 $8.27M 0.12% -874 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: 24,684 shares; 2024Q4: 24,596 shares; 2025Q1: 177,326 shares; 2025Q2: 121,142 shares; 2025Q3: 121,335 shares 121,335 $8.14M 0.12% +193 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: 55,431 shares; 2024Q4: 55,236 shares; 2025Q1: 69,262 shares; 2025Q2: 73,934 shares; 2025Q3: 111,081 shares 111,081 $8.08M 0.12% +37,147 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: 15,728 shares; 2024Q4: 16,328 shares; 2025Q1: 16,523 shares; 2025Q2: 16,253 shares; 2025Q3: 16,581 shares 16,581 $7.91M 0.12% +328 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,919 shares; 2025Q2: 272,850 shares; 2025Q3: 205,988 shares 205,988 $7.89M 0.12% -66,862 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT 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: 65,241 shares; 2025Q2: 208,028 shares; 2025Q3: 152,593 shares 152,593 $7.75M 0.12% -55,435 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: 30,677 shares; 2024Q4: 34,285 shares; 2025Q1: 36,935 shares; 2025Q2: 30,837 shares; 2025Q3: 33,965 shares 33,965 $7.46M 0.11% +3,128 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: 176,935 shares; 2024Q4: 212,330 shares; 2025Q1: 217,504 shares; 2025Q2: 217,694 shares; 2025Q3: 233,574 shares 233,574 $7.34M 0.11% +15,880 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: 126,551 shares; 2024Q4: 132,457 shares; 2025Q1: 133,716 shares; 2025Q2: 131,887 shares; 2025Q3: 57,340 shares 57,340 $7.27M 0.11% -74,547 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 64,393 shares; 2025Q1: 60,005 shares; 2025Q2: 59,065 shares; 2025Q3: 56,629 shares 56,629 $7.27M 0.11% -2,436 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: 34,769 shares; 2024Q4: 35,280 shares; 2025Q1: 36,276 shares; 2025Q2: 49,959 shares; 2025Q3: 49,868 shares 49,868 $7.26M 0.11% -91 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,262 shares; 2025Q1: 73,823 shares; 2025Q2: 68,654 shares; 2025Q3: 49,357 shares 49,357 $7.19M 0.11% -19,297 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,007 shares; 2025Q2: 97,533 shares; 2025Q3: 73,328 shares 73,328 $7.09M 0.11% -24,205 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: 5,282 shares; 2024Q4: 5,772 shares; 2025Q1: 30,371 shares; 2025Q2: 60,102 shares; 2025Q3: 63,497 shares 63,497 $7.05M 0.11% +3,395 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,491 shares 80,491 $6.93M 0.1% new 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: 8,054 shares; 2024Q4: 25,104 shares; 2025Q1: 85,710 shares; 2025Q2: 330,930 shares; 2025Q3: 253,442 shares 253,442 $6.92M 0.1% -77,488 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: 4,389 shares; 2024Q4: 4,158 shares; 2025Q1: 30,670 shares; 2025Q2: 32,821 shares; 2025Q3: 32,115 shares 32,115 $6.89M 0.1% -706 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: 129,126 shares; 2024Q4: 121,460 shares; 2025Q1: 169,480 shares; 2025Q2: 180,767 shares; 2025Q3: 175,740 shares 175,740 $6.89M 0.1% -5,027 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,145 shares; 2024Q4: 13,874 shares; 2025Q1: 1,590 shares; 2025Q2: 2,061 shares; 2025Q3: 7,115 shares 7,115 $6.89M 0.1% +5,054 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,510 shares; 2024Q4: 113,533 shares; 2025Q1: 92,391 shares; 2025Q2: 74,172 shares; 2025Q3: 64,526 shares 64,526 $6.87M 0.1% -9,646 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,551 shares; 2025Q3: 21,133 shares 21,133 $6.84M 0.1% +1,582 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: 5,960 shares; 2024Q4: 6,926 shares; 2025Q1: 69,332 shares; 2025Q2: 72,171 shares; 2025Q3: 80,806 shares 80,806 $6.77M 0.1% +8,635 Timeline LQD 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: 44,627 shares; 2024Q4: 47,247 shares; 2025Q1: 52,873 shares; 2025Q2: 54,115 shares; 2025Q3: 60,348 shares 60,348 $6.73M 0.1% +6,233 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,918 shares; 2025Q3: 64,387 shares 64,387 $6.73M 0.1% +58,469 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,234 shares; 2025Q2: 177,271 shares; 2025Q3: 130,798 shares 130,798 $6.45M 0.1% -46,473 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: 135,053 shares; 2024Q4: 136,043 shares; 2025Q1: 133,758 shares; 2025Q2: 131,546 shares; 2025Q3: 132,074 shares 132,074 $6.43M 0.1% +528 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: not reported; 2024Q4: not reported; 2025Q1: 130,778 shares; 2025Q2: 142,520 shares; 2025Q3: 141,166 shares 141,166 $6.35M 0.09% -1,354 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: 109,622 shares; 2024Q4: 120,293 shares; 2025Q1: 118,394 shares; 2025Q2: 104,912 shares; 2025Q3: 25,169 shares 25,169 $6.21M 0.09% -79,743 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: 72,384 shares; 2024Q4: 70,588 shares; 2025Q1: 60,065 shares; 2025Q2: 59,551 shares; 2025Q3: 59,245 shares 59,245 $6.11M 0.09% -306 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,518 shares; 2024Q4: 201,329 shares; 2025Q1: 211,193 shares; 2025Q2: 187,515 shares; 2025Q3: 121,701 shares 121,701 $6.09M 0.09% -65,814 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: 50,454 shares; 2024Q4: 47,508 shares; 2025Q1: 47,387 shares; 2025Q2: 47,103 shares; 2025Q3: 45,578 shares 45,578 $6.08M 0.09% -1,525 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,425 shares; 2024Q4: 9,377 shares; 2025Q1: 10,058 shares; 2025Q2: 10,114 shares; 2025Q3: 30,051 shares 30,051 $6.02M 0.09% +19,937 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,961 shares; 2024Q4: 41,988 shares; 2025Q1: 41,481 shares; 2025Q2: 41,309 shares; 2025Q3: 41,014 shares 41,014 $5.73M 0.09% -295 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: 3,143 shares; 2024Q4: 2,929 shares; 2025Q1: 26,545 shares; 2025Q2: 30,278 shares; 2025Q3: 27,588 shares 27,588 $5.66M 0.08% -2,690 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: 44,696 shares; 2024Q4: 45,286 shares; 2025Q1: 57,937 shares; 2025Q2: 57,340 shares; 2025Q3: 56,727 shares 56,727 $5.6M 0.08% -613 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: 21,676 shares; 2024Q4: 25,930 shares; 2025Q1: 26,392 shares; 2025Q2: 27,047 shares; 2025Q3: 18,017 shares 18,017 $5.58M 0.08% -9,030 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: 38,321 shares; 2024Q4: 42,225 shares; 2025Q1: 25,697 shares; 2025Q2: 20,519 shares; 2025Q3: 166,134 shares 166,134 $5.57M 0.08% +145,615 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: 12,821 shares; 2024Q4: 33,728 shares; 2025Q1: 28,771 shares; 2025Q2: 37,026 shares; 2025Q3: 37,026 shares 37,026 $5.46M 0.08% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,915 shares; 2024Q4: 173,979 shares; 2025Q1: 245,728 shares; 2025Q2: 232,191 shares; 2025Q3: 80,284 shares 80,284 $5.41M 0.08% -151,907 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: 42,028 shares; 2024Q4: 35,257 shares; 2025Q1: 41,825 shares; 2025Q2: 47,523 shares; 2025Q3: 46,660 shares 46,660 $5.34M 0.08% -863 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: 10,073 shares; 2024Q4: 9,716 shares; 2025Q1: 10,077 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares 8,912 $5.31M 0.08% -397 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: 99,238 shares; 2024Q4: 90,533 shares; 2025Q1: 89,174 shares; 2025Q2: 58,619 shares; 2025Q3: 53,531 shares 53,531 $5.26M 0.08% -5,088 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: not reported; 2024Q4: 48,324 shares; 2025Q1: 53,505 shares; 2025Q2: 2,527 shares; 2025Q3: 31,109 shares 31,109 $5.04M 0.08% +28,582 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,826 shares; 2024Q4: 186,408 shares; 2025Q1: 192,489 shares; 2025Q2: 193,177 shares; 2025Q3: 207,589 shares 207,589 $4.89M 0.07% +14,412 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: 12,300 shares; 2024Q4: 7,135 shares; 2025Q1: 7,057 shares; 2025Q2: 6,797 shares; 2025Q3: 14,061 shares 14,061 $4.67M 0.07% +7,264 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV 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: 61,104 shares; 2025Q2: 70,278 shares; 2025Q3: 69,330 shares 69,330 $4.57M 0.07% -948 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: 95,793 shares; 2024Q4: 72,304 shares; 2025Q1: 76,883 shares; 2025Q2: 79,011 shares; 2025Q3: 75,570 shares 75,570 $4.51M 0.07% -3,441 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: 46,166 shares; 2024Q4: 46,291 shares; 2025Q1: 45,362 shares; 2025Q2: 28,526 shares; 2025Q3: 26,090 shares 26,090 $4.4M 0.07% -2,436 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: 28,801 shares; 2024Q4: 10,179 shares; 2025Q1: 9,741 shares; 2025Q2: 9,033 shares; 2025Q3: 8,749 shares 8,749 $4.37M 0.07% -284 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,809 shares 65,809 $4.15M 0.06% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,186 shares; 2024Q4: 71,601 shares; 2025Q1: 67,951 shares; 2025Q2: 63,077 shares; 2025Q3: 51,645 shares 51,645 $4.13M 0.06% -11,432 Timeline SPYX 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: 72,899 shares; 2024Q4: 77,329 shares; 2025Q1: 72,819 shares; 2025Q2: 74,757 shares; 2025Q3: 75,130 shares 75,130 $4.12M 0.06% +373 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: 62,943 shares; 2024Q4: 12,277 shares; 2025Q1: 13,577 shares; 2025Q2: 13,579 shares; 2025Q3: 13,589 shares 13,589 $4.08M 0.06% +10 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: 14,980 shares; 2024Q4: 13,994 shares; 2025Q1: 6,017 shares; 2025Q2: 6,011 shares; 2025Q3: 5,931 shares 5,931 $4.05M 0.06% -80 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: 143,231 shares; 2024Q4: 151,774 shares; 2025Q1: 141,683 shares; 2025Q2: 137,542 shares; 2025Q3: 142,768 shares 142,768 $4.03M 0.06% +5,226 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,925 shares; 2025Q3: 122,650 shares 122,650 $4.02M 0.06% -8,275 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,836 shares; 2025Q1: 6,306 shares; 2025Q2: 14,752 shares; 2025Q3: 16,836 shares 16,836 $3.97M 0.06% +2,084 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 8,868 shares; 2025Q1: 8,879 shares; 2025Q2: 10,339 shares; 2025Q3: 11,327 shares 11,327 $3.93M 0.06% +988 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: 434,315 shares; 2024Q4: 395,146 shares; 2025Q1: 373,971 shares; 2025Q2: 35,755 shares; 2025Q3: 33,004 shares 33,004 $3.92M 0.06% -2,751 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 15,849 shares; 2025Q1: 17,275 shares; 2025Q2: 42,535 shares; 2025Q3: 47,427 shares 47,427 $3.92M 0.06% +4,892 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,521 shares; 2025Q2: 93,983 shares; 2025Q3: 69,198 shares 69,198 $3.89M 0.06% -24,785 Timeline ITRI ITRON INC More: the full row for ITRON 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: 17,751 shares; 2025Q3: 31,009 shares 31,009 $3.86M 0.06% +13,258 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: 36,865 shares; 2024Q4: 36,885 shares; 2025Q1: 35,060 shares; 2025Q2: 28,794 shares; 2025Q3: 19,661 shares 19,661 $3.85M 0.06% -9,133 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: 30,953 shares; 2024Q4: 30,695 shares; 2025Q1: 18,435 shares; 2025Q2: 13,541 shares; 2025Q3: 12,471 shares 12,471 $3.81M 0.06% -1,070 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,562 shares; 2025Q1: 9,420 shares; 2025Q2: 10,850 shares; 2025Q3: 10,948 shares 10,948 $3.73M 0.06% +98 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: 8,698 shares; 2024Q4: 9,435 shares; 2025Q1: 9,794 shares; 2025Q2: 15,673 shares; 2025Q3: 13,686 shares 13,686 $3.7M 0.06% -1,987 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: 10,609 shares; 2024Q4: 10,683 shares; 2025Q1: 10,244 shares; 2025Q2: 10,175 shares; 2025Q3: 10,285 shares 10,285 $3.66M 0.05% +110 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: 36,852 shares; 2024Q4: 13,457 shares; 2025Q1: 13,967 shares; 2025Q2: 14,072 shares; 2025Q3: 13,971 shares 13,971 $3.64M 0.05% -101 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: 34,737 shares; 2024Q4: 28,238 shares; 2025Q1: 29,443 shares; 2025Q2: 29,742 shares; 2025Q3: 26,015 shares 26,015 $3.62M 0.05% -3,727 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: 18,479 shares; 2024Q4: 11,718 shares; 2025Q1: 11,624 shares; 2025Q2: 9,169 shares; 2025Q3: 8,549 shares 8,549 $3.61M 0.05% -620 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: 20,756 shares; 2024Q4: 16,680 shares; 2025Q1: 16,066 shares; 2025Q2: 14,629 shares; 2025Q3: 13,102 shares 13,102 $3.57M 0.05% -1,527 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: 23,789 shares; 2024Q4: 23,185 shares; 2025Q1: 20,405 shares; 2025Q2: 19,786 shares; 2025Q3: 19,248 shares 19,248 $3.54M 0.05% -538 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: 17,098 shares; 2024Q4: 17,206 shares; 2025Q1: 17,887 shares; 2025Q2: 17,854 shares; 2025Q3: 17,272 shares 17,272 $3.46M 0.05% -582 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: 37,968 shares; 2024Q4: 15,917 shares; 2025Q1: 16,617 shares; 2025Q2: 13,216 shares; 2025Q3: 11,943 shares 11,943 $3.44M 0.05% -1,273 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,765 shares; 2025Q3: 44,250 shares 44,250 $3.44M 0.05% -18,515 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 16,437 shares; 2025Q1: 1,411 shares; 2025Q2: 1,432 shares; 2025Q3: 9,893 shares 9,893 $3.26M 0.05% +8,461 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: 5,406 shares; 2024Q4: 5,603 shares; 2025Q1: 7,007 shares; 2025Q2: 6,363 shares; 2025Q3: 6,691 shares 6,691 $3.21M 0.05% +328 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES 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: 69,240 shares; 2025Q2: 63,863 shares; 2025Q3: 39,567 shares 39,567 $3.16M 0.05% -24,296 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,401 shares; 2024Q4: 70,026 shares; 2025Q1: 65,376 shares; 2025Q2: 62,226 shares; 2025Q3: 49,876 shares 49,876 $3.16M 0.05% -12,350 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 15,733 shares; 2025Q1: 16,371 shares; 2025Q2: 16,222 shares; 2025Q3: 16,036 shares 16,036 $3.12M 0.05% -186 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: 17,669 shares; 2024Q4: 38,407 shares; 2025Q1: 39,119 shares; 2025Q2: 41,149 shares; 2025Q3: 37,762 shares 37,762 $3.11M 0.05% -3,387 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,686 shares; 2025Q2: 259,429 shares; 2025Q3: 207,029 shares 207,029 $3.09M 0.05% -52,400 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: 9,502 shares; 2024Q4: 9,682 shares; 2025Q1: 3,518 shares; 2025Q2: 3,305 shares; 2025Q3: 3,235 shares 3,235 $3.09M 0.05% -70 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: 10,650 shares; 2024Q4: 10,789 shares; 2025Q1: 9,824 shares; 2025Q2: 10,320 shares; 2025Q3: 10,254 shares 10,254 $3.08M 0.05% -66 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: 14,143 shares; 2024Q4: 13,777 shares; 2025Q1: 13,375 shares; 2025Q2: 13,448 shares; 2025Q3: 12,797 shares 12,797 $3.05M 0.05% -651 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,635 shares; 2024Q4: 151,604 shares; 2025Q1: 142,343 shares; 2025Q2: 138,707 shares; 2025Q3: 121,867 shares 121,867 $3.02M 0.05% -16,840 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: 11,024 shares; 2024Q4: 10,080 shares; 2025Q1: 11,075 shares; 2025Q2: 14,557 shares; 2025Q3: 14,269 shares 14,269 $2.91M 0.04% -288 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153,666 shares; 2025Q3: 157,204 shares 157,204 $2.87M 0.04% +3,538 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,867 shares; 2024Q4: 34,217 shares; 2025Q1: 33,320 shares; 2025Q2: 32,228 shares; 2025Q3: 30,569 shares 30,569 $2.82M 0.04% -1,659 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,513 shares; 2024Q4: 7,511 shares; 2025Q1: 7,507 shares; 2025Q2: 7,445 shares; 2025Q3: 7,401 shares 7,401 $2.8M 0.04% -44 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,649 shares; 2024Q4: 65,036 shares; 2025Q1: 58,759 shares; 2025Q2: 63,144 shares; 2025Q3: 62,914 shares 62,914 $2.78M 0.04% -230 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: 8,345 shares; 2024Q4: 8,377 shares; 2025Q1: 9,817 shares; 2025Q2: 9,422 shares; 2025Q3: 9,369 shares 9,369 $2.75M 0.04% -53 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: 21,932 shares; 2024Q4: 19,048 shares; 2025Q1: 18,286 shares; 2025Q2: 16,788 shares; 2025Q3: 13,874 shares 13,874 $2.75M 0.04% -2,914 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: 14,837 shares; 2024Q4: 14,794 shares; 2025Q1: 13,966 shares; 2025Q2: 13,629 shares; 2025Q3: 13,674 shares 13,674 $2.75M 0.04% +45 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: 33,141 shares; 2024Q4: 36,876 shares; 2025Q1: 15,803 shares; 2025Q2: 15,103 shares; 2025Q3: 16,962 shares 16,962 $2.74M 0.04% +1,859 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: 31,457 shares; 2024Q4: 31,338 shares; 2025Q1: 24,646 shares; 2025Q2: 24,433 shares; 2025Q3: 24,422 shares 24,422 $2.73M 0.04% -11 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: 9,924 shares; 2024Q4: 9,056 shares; 2025Q1: 8,868 shares; 2025Q2: 8,783 shares; 2025Q3: 8,658 shares 8,658 $2.71M 0.04% -125 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: 4,500 shares; 2024Q4: 5,140 shares; 2025Q1: 7,481 shares; 2025Q2: 7,479 shares; 2025Q3: 6,080 shares 6,080 $2.7M 0.04% -1,399 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: 56,920 shares; 2024Q4: 50,568 shares; 2025Q1: 46,139 shares; 2025Q2: 37,425 shares; 2025Q3: 37,251 shares 37,251 $2.66M 0.04% -174 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: 34,987 shares; 2024Q4: 35,028 shares; 2025Q1: 34,737 shares; 2025Q2: 34,553 shares; 2025Q3: 33,177 shares 33,177 $2.61M 0.04% -1,376 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: 10,103 shares; 2024Q4: 9,876 shares; 2025Q1: 13,749 shares; 2025Q2: 13,840 shares; 2025Q3: 13,734 shares 13,734 $2.56M 0.04% -106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,674 shares; 2025Q3: 28,955 shares 28,955 $2.56M 0.04% +3,281 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: 15,881 shares; 2024Q4: 27,675 shares; 2025Q1: 19,788 shares; 2025Q2: 19,979 shares; 2025Q3: 19,892 shares 19,892 $2.51M 0.04% -87 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: 234,603 shares; 2024Q4: 195,257 shares; 2025Q1: 107,606 shares; 2025Q2: 107,904 shares; 2025Q3: 95,704 shares 95,704 $2.44M 0.04% -12,200 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,343 shares; 2024Q4: 11,729 shares; 2025Q1: 11,823 shares; 2025Q2: 12,760 shares; 2025Q3: 12,337 shares 12,337 $2.44M 0.04% -423 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: 17,183 shares; 2024Q4: 21,632 shares; 2025Q1: 21,716 shares; 2025Q2: 21,332 shares; 2025Q3: 21,103 shares 21,103 $2.42M 0.04% -229 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: 9,509 shares; 2024Q4: 9,363 shares; 2025Q1: 9,909 shares; 2025Q2: 12,777 shares; 2025Q3: 12,565 shares 12,565 $2.42M 0.04% -212 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: 47,656 shares; 2024Q4: 47,421 shares; 2025Q1: 37,392 shares; 2025Q2: 34,317 shares; 2025Q3: 33,098 shares 33,098 $2.42M 0.04% -1,219 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,031 shares; 2024Q4: 81,081 shares; 2025Q1: 110,745 shares; 2025Q2: 132,532 shares; 2025Q3: 47,520 shares 47,520 $2.4M 0.04% -85,012 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 6,097 shares; 2025Q1: 7,397 shares; 2025Q2: 7,397 shares; 2025Q3: 7,397 shares 7,397 $2.33M 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,867 shares; 2024Q4: 183,477 shares; 2025Q1: 64,087 shares; 2025Q2: 43,923 shares; 2025Q3: 42,984 shares 42,984 $2.33M 0.03% -939 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: 10,555 shares; 2024Q4: 11,139 shares; 2025Q1: 8,472 shares; 2025Q2: 8,199 shares; 2025Q3: 8,084 shares 8,084 $2.28M 0.03% -115 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: 112,019 shares; 2024Q4: 12,516 shares; 2025Q1: 14,056 shares; 2025Q2: 15,603 shares; 2025Q3: 15,919 shares 15,919 $2.24M 0.03% +316 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,389 shares; 2025Q2: 29,280 shares; 2025Q3: 23,093 shares 23,093 $2.21M 0.03% -6,187 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: 70,865 shares; 2024Q4: 68,603 shares; 2025Q1: 48,715 shares; 2025Q2: 13,433 shares; 2025Q3: 6,374 shares 6,374 $2.2M 0.03% -7,059 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: 18,431 shares; 2024Q4: 19,375 shares; 2025Q1: 20,499 shares; 2025Q2: 21,403 shares; 2025Q3: 21,876 shares 21,876 $2.2M 0.03% +473 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: 19,363 shares; 2024Q4: 20,271 shares; 2025Q1: 19,657 shares; 2025Q2: 19,635 shares; 2025Q3: 19,357 shares 19,357 $2.18M 0.03% -278 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: 18,840 shares; 2024Q4: 17,063 shares; 2025Q1: 15,839 shares; 2025Q2: 15,315 shares; 2025Q3: 15,340 shares 15,340 $2.17M 0.03% +25 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: not reported; 2024Q4: not reported; 2025Q1: 16,370 shares; 2025Q2: 18,327 shares; 2025Q3: 18,652 shares 18,652 $2.16M 0.03% +325 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: 6,279 shares; 2024Q4: 4,740 shares; 2025Q1: 4,519 shares; 2025Q2: 4,465 shares; 2025Q3: 4,394 shares 4,394 $2.16M 0.03% -71 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,206 shares 86,206 $2.09M 0.03% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,636 shares; 2024Q4: 29,958 shares; 2025Q1: 27,573 shares; 2025Q2: 27,136 shares; 2025Q3: 25,042 shares 25,042 $2.04M 0.03% -2,094 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: 16,728 shares; 2024Q4: 15,923 shares; 2025Q1: 17,565 shares; 2025Q2: 16,908 shares; 2025Q3: 16,685 shares 16,685 $2.01M 0.03% -223 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,810 shares; 2024Q4: 23,467 shares; 2025Q1: 24,199 shares; 2025Q2: 23,575 shares; 2025Q3: 12,212 shares 12,212 $1.93M 0.03% -11,363 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 12,555 shares; 2025Q1: 12,750 shares; 2025Q2: 18,076 shares; 2025Q3: 18,746 shares 18,746 $1.91M 0.03% +670 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: 3,726 shares; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,311 shares; 2025Q3: 5,227 shares 5,227 $1.91M 0.03% -84 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: 69,210 shares; 2024Q4: 64,168 shares; 2025Q1: 97,568 shares; 2025Q2: 56,568 shares; 2025Q3: 54,837 shares 54,837 $1.88M 0.03% -1,731 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,389 shares; 2024Q4: 21,934 shares; 2025Q1: 22,799 shares; 2025Q2: 23,054 shares; 2025Q3: 5,281 shares 5,281 $1.86M 0.03% -17,773 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: 1,375,656 shares; 2024Q4: 17,612 shares; 2025Q1: 16,345 shares; 2025Q2: 15,803 shares; 2025Q3: 14,970 shares 14,970 $1.86M 0.03% -833 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: 14,660 shares; 2024Q4: 14,661 shares; 2025Q1: 14,723 shares; 2025Q2: 17,472 shares; 2025Q3: 17,896 shares 17,896 $1.86M 0.03% +424 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,986 shares; 2024Q4: 75,335 shares; 2025Q1: 71,520 shares; 2025Q2: 57,974 shares; 2025Q3: 52,593 shares 52,593 $1.84M 0.03% -5,381 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: 8,399 shares; 2024Q4: 8,686 shares; 2025Q1: 9,146 shares; 2025Q2: 11,429 shares; 2025Q3: 10,046 shares 10,046 $1.83M 0.03% -1,383 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: 13,857 shares; 2024Q4: 15,620 shares; 2025Q1: 15,006 shares; 2025Q2: 13,469 shares; 2025Q3: 13,006 shares 13,006 $1.82M 0.03% -463 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 39,936 shares; 2025Q3: 40,892 shares 40,892 $1.82M 0.03% +956 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 9,264 shares 9,264 $1.81M 0.03% new 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: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,785 shares; 2025Q3: 26,278 shares 26,278 $1.78M 0.03% -507 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,130 shares; 2025Q2: 1,872 shares; 2025Q3: 1,871 shares 1,871 $1.75M 0.03% -1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,049 shares; 2024Q4: 32,920 shares; 2025Q1: 28,697 shares; 2025Q2: 26,816 shares; 2025Q3: 26,379 shares 26,379 $1.71M 0.03% -437 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,911 shares 22,911 $1.7M 0.03% new 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: 9,063 shares; 2024Q4: 9,129 shares; 2025Q1: 12,132 shares; 2025Q2: 14,544 shares; 2025Q3: 13,634 shares 13,634 $1.68M 0.03% -910 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,835 shares; 2024Q4: 45,889 shares; 2025Q1: 45,889 shares; 2025Q2: 45,889 shares; 2025Q3: 45,566 shares 45,566 $1.67M 0.02% -323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,404 shares; 2025Q3: 22,924 shares 22,924 $1.67M 0.02% +520 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 12,117 shares; 2025Q1: 11,964 shares; 2025Q2: 93,059 shares; 2025Q3: 77,031 shares 77,031 $1.66M 0.02% -16,028 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 38,681 shares; 2025Q1: 39,532 shares; 2025Q2: 32,129 shares; 2025Q3: 47,985 shares 47,985 $1.66M 0.02% +15,856 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: 7,436 shares; 2024Q4: 5,655 shares; 2025Q1: 5,955 shares; 2025Q2: 6,031 shares; 2025Q3: 6,031 shares 6,031 $1.65M 0.02% 0 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: 2,664 shares; 2024Q4: 2,673 shares; 2025Q1: 2,779 shares; 2025Q2: 2,165 shares; 2025Q3: 3,975 shares 3,975 $1.65M 0.02% +1,810 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: 3,530 shares; 2024Q4: 2,777 shares; 2025Q1: 2,575 shares; 2025Q2: 2,652 shares; 2025Q3: 2,670 shares 2,670 $1.64M 0.02% +18 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,558 shares; 2024Q4: 40,113 shares; 2025Q1: 22,361 shares; 2025Q2: 20,348 shares; 2025Q3: 16,315 shares 16,315 $1.63M 0.02% -4,033 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: 12,482 shares; 2024Q4: 11,596 shares; 2025Q1: 10,654 shares; 2025Q2: 9,714 shares; 2025Q3: 9,386 shares 9,386 $1.6M 0.02% -328 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: 11,307 shares; 2024Q4: 10,691 shares; 2025Q1: 10,579 shares; 2025Q2: 12,841 shares; 2025Q3: 12,199 shares 12,199 $1.56M 0.02% -642 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,875 shares; 2024Q4: 91,011 shares; 2025Q1: 46,479 shares; 2025Q2: 56,957 shares; 2025Q3: 63,823 shares 63,823 $1.56M 0.02% +6,866 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,910 shares; 2025Q1: 10,014 shares; 2025Q2: 14,547 shares; 2025Q3: 14,329 shares 14,329 $1.56M 0.02% -218 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: 5,700 shares; 2024Q4: 5,616 shares; 2025Q1: 5,611 shares; 2025Q2: 5,646 shares; 2025Q3: 5,665 shares 5,665 $1.55M 0.02% +19 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: 15,048 shares; 2024Q4: 9,441 shares; 2025Q1: 8,609 shares; 2025Q2: 8,323 shares; 2025Q3: 7,922 shares 7,922 $1.53M 0.02% -401 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,803 shares; 2025Q3: 27,938 shares 27,938 $1.52M 0.02% +135 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: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.02% 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: 43,170 shares; 2024Q4: 40,350 shares; 2025Q1: 39,481 shares; 2025Q2: 32,598 shares; 2025Q3: 57,062 shares 57,062 $1.49M 0.02% +24,464 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY 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: 42,423 shares; 2025Q2: 129,217 shares; 2025Q3: 129,217 shares 129,217 $1.47M 0.02% 0 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: 17,055 shares; 2024Q4: 17,264 shares; 2025Q1: 13,646 shares; 2025Q2: 6,514 shares; 2025Q3: 5,716 shares 5,716 $1.45M 0.02% -798 Timeline SCHR 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: 134,696 shares; 2024Q4: 258,286 shares; 2025Q1: 156,891 shares; 2025Q2: 96,092 shares; 2025Q3: 57,713 shares 57,713 $1.45M 0.02% -38,379 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 9,123 shares; 2025Q1: 8,985 shares; 2025Q2: 9,099 shares; 2025Q3: 8,914 shares 8,914 $1.45M 0.02% -185 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,280 shares; 2025Q1: 2,968 shares; 2025Q2: 3,013 shares; 2025Q3: 3,113 shares 3,113 $1.44M 0.02% +100 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,817 shares; 2024Q4: 65,451 shares; 2025Q1: 50,483 shares; 2025Q2: 47,383 shares; 2025Q3: 32,833 shares 32,833 $1.44M 0.02% -14,550 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 5,850 shares; 2025Q1: 6,355 shares; 2025Q2: 6,526 shares; 2025Q3: 6,374 shares 6,374 $1.44M 0.02% -152 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: 13,829 shares; 2024Q4: 12,752 shares; 2025Q1: 14,519 shares; 2025Q2: 14,079 shares; 2025Q3: 15,050 shares 15,050 $1.43M 0.02% +971 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,647 shares; 2024Q4: 85,550 shares; 2025Q1: 13,447 shares; 2025Q2: 9,446 shares; 2025Q3: 9,281 shares 9,281 $1.4M 0.02% -165 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: 18,900 shares; 2024Q4: 18,830 shares; 2025Q1: 18,123 shares; 2025Q2: 15,370 shares; 2025Q3: 14,467 shares 14,467 $1.4M 0.02% -903 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,097 shares; 2025Q1: 3,092 shares; 2025Q2: 2,946 shares; 2025Q3: 2,845 shares 2,845 $1.39M 0.02% -101 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,381 shares; 2024Q4: 161,358 shares; 2025Q1: 157,987 shares; 2025Q2: 40,383 shares; 2025Q3: 31,089 shares 31,089 $1.37M 0.02% -9,294 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares 4,426 $1.36M 0.02% 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: 16,223 shares; 2024Q4: 15,925 shares; 2025Q1: 7,694 shares; 2025Q2: 6,550 shares; 2025Q3: 6,388 shares 6,388 $1.33M 0.02% -162 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: 24,482 shares; 2024Q4: 20,447 shares; 2025Q1: 14,512 shares; 2025Q2: 14,204 shares; 2025Q3: 14,065 shares 14,065 $1.33M 0.02% -139 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,042 shares; 2024Q4: 214,042 shares; 2025Q1: 214,042 shares; 2025Q2: 214,042 shares; 2025Q3: 214,042 shares 214,042 $1.29M 0.02% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: 10,530 shares; 2025Q1: 47,938 shares; 2025Q2: 37,555 shares; 2025Q3: 24,747 shares 24,747 $1.29M 0.02% -12,808 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,577 shares; 2025Q1: 2,605 shares; 2025Q2: 2,731 shares; 2025Q3: 2,651 shares 2,651 $1.29M 0.02% -80 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: 48,443 shares; 2024Q4: 67,989 shares; 2025Q1: 66,166 shares; 2025Q2: 54,685 shares; 2025Q3: 47,199 shares 47,199 $1.29M 0.02% -7,486 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: 6,169 shares; 2024Q4: 6,057 shares; 2025Q1: 5,539 shares; 2025Q2: 5,503 shares; 2025Q3: 5,399 shares 5,399 $1.27M 0.02% -104 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX 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: 37,159 shares; 2025Q3: 300,290 shares 300,290 $1.26M 0.02% +263,131 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,258 shares; 2024Q4: 11,365 shares; 2025Q1: 13,035 shares; 2025Q2: 13,503 shares; 2025Q3: 2,763 shares 2,763 $1.24M 0.02% -10,740 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: 3,797 shares; 2024Q4: 4,122 shares; 2025Q1: 4,150 shares; 2025Q2: 4,569 shares; 2025Q3: 7,203 shares 7,203 $1.23M 0.02% +2,634 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY 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: 53,863 shares; 2025Q3: 597,233 shares 597,233 $1.23M 0.02% +543,370 Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS 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: 657,702 shares; 2025Q3: 657,702 shares 657,702 $1.22M 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,701 shares; 2024Q4: 71,854 shares; 2025Q1: 58,357 shares; 2025Q2: 52,178 shares; 2025Q3: 23,936 shares 23,936 $1.2M 0.02% -28,242 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: 991 shares; 2024Q4: 985 shares; 2025Q1: 9,881 shares; 2025Q2: 8,201 shares; 2025Q3: 1,294 shares 1,294 $1.19M 0.02% -6,907 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: 15,051 shares; 2024Q4: 14,958 shares; 2025Q1: 13,960 shares; 2025Q2: 13,194 shares; 2025Q3: 10,567 shares 10,567 $1.18M 0.02% -2,627 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,026 shares; 2024Q4: 88,575 shares; 2025Q1: 25,881 shares; 2025Q2: 27,997 shares; 2025Q3: 27,244 shares 27,244 $1.17M 0.02% -753 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,168 shares; 2024Q4: 52,499 shares; 2025Q1: 50,054 shares; 2025Q2: 50,090 shares; 2025Q3: 49,942 shares 49,942 $1.16M 0.02% -148 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,737 shares; 2024Q4: 74,081 shares; 2025Q1: 71,789 shares; 2025Q2: 29,915 shares; 2025Q3: 27,079 shares 27,079 $1.14M 0.02% -2,836 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: 5,566 shares; 2024Q4: 5,468 shares; 2025Q1: 4,645 shares; 2025Q2: 4,618 shares; 2025Q3: 4,074 shares 4,074 $1.14M 0.02% -544 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 9,662 shares; 2025Q1: 9,996 shares; 2025Q2: 9,586 shares; 2025Q3: 8,186 shares 8,186 $1.13M 0.02% -1,400 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,061 shares; 2025Q2: 38,519 shares; 2025Q3: 22,851 shares 22,851 $1.12M 0.02% -15,668 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 23,861 shares; 2025Q1: 21,086 shares; 2025Q2: 33,337 shares; 2025Q3: 37,555 shares 37,555 $1.08M 0.02% +4,218 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,860 shares; 2025Q1: 1,682 shares; 2025Q2: 1,751 shares; 2025Q3: 1,770 shares 1,770 $1.08M 0.02% +19 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: 14,858 shares; 2024Q4: 14,192 shares; 2025Q1: 14,084 shares; 2025Q2: 13,949 shares; 2025Q3: 13,949 shares 13,949 $1.07M 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,112 shares; 2024Q4: 24,176 shares; 2025Q1: 29,636 shares; 2025Q2: 17,708 shares; 2025Q3: 18,728 shares 18,728 $1.07M 0.02% +1,020 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES 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: 51,533 shares; 2025Q2: 35,158 shares; 2025Q3: 25,594 shares 25,594 $1.05M 0.02% -9,564 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares 5,865 $1.05M 0.02% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 10,807 shares; 2025Q1: 10,657 shares; 2025Q2: 17,812 shares; 2025Q3: 18,627 shares 18,627 $1.04M 0.02% +815 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: 150,593 shares; 2024Q4: 136,434 shares; 2025Q1: 23,538 shares; 2025Q2: 17,536 shares; 2025Q3: 16,600 shares 16,600 $1.04M 0.02% -936 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: 1,841 shares; 2024Q4: 1,858 shares; 2025Q1: 1,293 shares; 2025Q2: 1,282 shares; 2025Q3: 1,295 shares 1,295 $1.01M 0.02% +13 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: 13,525 shares; 2024Q4: 14,537 shares; 2025Q1: 11,397 shares; 2025Q2: 5,794 shares; 2025Q3: 8,237 shares 8,237 $975K 0.01% +2,443 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: 9,596 shares; 2024Q4: 9,979 shares; 2025Q1: 9,130 shares; 2025Q2: 8,932 shares; 2025Q3: 8,903 shares 8,903 $970K 0.01% -29 Timeline SUSA 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: 7,847 shares; 2024Q4: 7,594 shares; 2025Q1: 7,594 shares; 2025Q2: 8,478 shares; 2025Q3: 7,107 shares 7,107 $964K 0.01% -1,371 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: 5,826 shares; 2024Q4: 4,508 shares; 2025Q1: 3,716 shares; 2025Q2: 3,129 shares; 2025Q3: 2,821 shares 2,821 $912K 0.01% -308 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: 14,751 shares; 2024Q4: 14,477 shares; 2025Q1: 9,735 shares; 2025Q2: 4,432 shares; 2025Q3: 4,335 shares 4,335 $907K 0.01% -97 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 13,522 shares; 2025Q1: 13,395 shares; 2025Q2: 13,445 shares; 2025Q3: 13,293 shares 13,293 $897K 0.01% -152 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: 1,038 shares; 2024Q4: 1,128 shares; 2025Q1: 1,167 shares; 2025Q2: 1,108 shares; 2025Q3: 1,094 shares 1,094 $871K 0.01% -14 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,366 shares; 2025Q1: 7,910 shares; 2025Q2: 7,430 shares; 2025Q3: 6,932 shares 6,932 $867K 0.01% -498 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 16,332 shares; 2025Q1: 16,103 shares; 2025Q2: 49,053 shares; 2025Q3: 53,888 shares 53,888 $859K 0.01% +4,835 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: 8,972 shares; 2024Q4: 14,498 shares; 2025Q1: 15,635 shares; 2025Q2: 15,814 shares; 2025Q3: 12,672 shares 12,672 $850K 0.01% -3,142 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: 10,943 shares; 2024Q4: 10,873 shares; 2025Q1: 10,806 shares; 2025Q2: 9,494 shares; 2025Q3: 9,426 shares 9,426 $845K 0.01% -68 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: 2,000 shares; 2024Q4: 8,084 shares; 2025Q1: 8,084 shares; 2025Q2: 8,084 shares; 2025Q3: 8,284 shares 8,284 $838K 0.01% +200 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: 6,032 shares; 2024Q4: 7,789 shares; 2025Q1: 6,422 shares; 2025Q2: 7,368 shares; 2025Q3: 8,306 shares 8,306 $833K 0.01% +938 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: 5,206 shares; 2024Q4: 4,964 shares; 2025Q1: 4,964 shares; 2025Q2: 4,965 shares; 2025Q3: 4,953 shares 4,953 $826K 0.01% -12 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: 17,039 shares; 2024Q4: 12,345 shares; 2025Q1: 12,158 shares; 2025Q2: 11,627 shares; 2025Q3: 12,432 shares 12,432 $821K 0.01% +805 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 12,975 shares; 2025Q1: 7,909 shares; 2025Q2: 7,809 shares; 2025Q3: 7,506 shares 7,506 $817K 0.01% -303 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,782 shares; 2025Q1: 4,782 shares; 2025Q2: 4,782 shares; 2025Q3: 4,782 shares 4,782 $814K 0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 5,452 shares; 2025Q1: 6,363 shares; 2025Q2: 2,083 shares; 2025Q3: 2,048 shares 2,048 $800K 0.01% -35 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,686 shares; 2024Q4: 91,958 shares; 2025Q1: 91,596 shares; 2025Q2: not reported; 2025Q3: 9,455 shares 9,455 $800K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 6,919 shares; 2025Q1: 6,946 shares; 2025Q2: 9,422 shares; 2025Q3: 11,134 shares 11,134 $796K 0.01% +1,712 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,586 shares; 2024Q4: 177,841 shares; 2025Q1: 56,516 shares; 2025Q2: 38,129 shares; 2025Q3: 24,805 shares 24,805 $795K 0.01% -13,324 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: 14,435 shares; 2024Q4: 14,731 shares; 2025Q1: 13,187 shares; 2025Q2: 13,367 shares; 2025Q3: 13,311 shares 13,311 $795K 0.01% -56 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: 19,955 shares; 2024Q4: 19,477 shares; 2025Q1: 5,816 shares; 2025Q2: 5,233 shares; 2025Q3: 5,091 shares 5,091 $790K 0.01% -142 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: 8,583 shares; 2024Q4: 8,640 shares; 2025Q1: 9,301 shares; 2025Q2: 8,760 shares; 2025Q3: 8,529 shares 8,529 $780K 0.01% -231 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,277 shares; 2024Q4: 39,958 shares; 2025Q1: 40,617 shares; 2025Q2: 17,511 shares; 2025Q3: 14,821 shares 14,821 $775K 0.01% -2,690 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,159 shares; 2024Q4: 27,038 shares; 2025Q1: 25,246 shares; 2025Q2: 25,246 shares; 2025Q3: 25,101 shares 25,101 $771K 0.01% -145 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 42,383 shares; 2025Q1: 29,594 shares; 2025Q2: 27,034 shares; 2025Q3: 25,869 shares 25,869 $767K 0.01% -1,165 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: 3,343 shares; 2024Q4: 16,510 shares; 2025Q1: 14,195 shares; 2025Q2: 13,956 shares; 2025Q3: 13,283 shares 13,283 $755K 0.01% -673 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,292 shares; 2025Q1: 2,222 shares; 2025Q2: 3,174 shares; 2025Q3: 3,879 shares 3,879 $741K 0.01% +705 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: 3,014 shares; 2024Q4: 2,775 shares; 2025Q1: 2,394 shares; 2025Q2: 2,123 shares; 2025Q3: 2,069 shares 2,069 $723K 0.01% -54 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: 119,123 shares; 2024Q4: 15,791 shares; 2025Q1: 8,745 shares; 2025Q2: 9,514 shares; 2025Q3: 8,441 shares 8,441 $705K 0.01% -1,073 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,610 shares; 2025Q3: 13,821 shares 13,821 $701K 0.01% +7,211 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,853 shares; 2024Q4: 11,992 shares; 2025Q1: 12,582 shares; 2025Q2: 12,241 shares; 2025Q3: 12,155 shares 12,155 $697K 0.01% -86 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,893 shares; 2025Q1: 3,743 shares; 2025Q2: 3,398 shares; 2025Q3: 3,372 shares 3,372 $691K 0.01% -26 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,965 shares; 2024Q4: 62,079 shares; 2025Q1: 19,621 shares; 2025Q2: 16,484 shares; 2025Q3: 15,625 shares 15,625 $685K 0.01% -859 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,352 shares; 2025Q3: 6,099 shares 6,099 $680K 0.01% +747 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares 6,742 $679K 0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,356 shares; 2024Q4: 50,356 shares; 2025Q1: 50,025 shares; 2025Q2: 48,789 shares; 2025Q3: 46,871 shares 46,871 $678K 0.01% -1,918 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: 10,311 shares; 2024Q4: 11,285 shares; 2025Q1: 8,286 shares; 2025Q2: 9,821 shares; 2025Q3: 9,456 shares 9,456 $659K 0.01% -365 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: 10,633 shares; 2024Q4: 10,567 shares; 2025Q1: 13,715 shares; 2025Q2: 13,582 shares; 2025Q3: 13,535 shares 13,535 $654K 0.01% -47 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,815 shares; 2025Q2: 6,796 shares; 2025Q3: 6,796 shares 6,796 $654K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,302 shares; 2025Q3: 1,247 shares 1,247 $652K 0.01% -55 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,176 shares; 2025Q1: 1,147 shares; 2025Q2: 1,146 shares; 2025Q3: 1,144 shares 1,144 $649K 0.01% -2 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,762 shares; 2024Q4: 100,751 shares; 2025Q1: 40,930 shares; 2025Q2: 25,934 shares; 2025Q3: 18,182 shares 18,182 $649K 0.01% -7,752 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: 16,927 shares; 2024Q4: 11,969 shares; 2025Q1: 9,351 shares; 2025Q2: 8,238 shares; 2025Q3: 6,963 shares 6,963 $649K 0.01% -1,275 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,189 shares; 2024Q4: 13,524 shares; 2025Q1: 16,363 shares; 2025Q2: 14,776 shares; 2025Q3: 14,396 shares 14,396 $641K 0.01% -380 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,751 shares; 2025Q1: 2,487 shares; 2025Q2: 2,634 shares; 2025Q3: 2,580 shares 2,580 $637K 0.01% -54 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: 4,605 shares; 2024Q4: 5,256 shares; 2025Q1: 5,226 shares; 2025Q2: 6,302 shares; 2025Q3: 6,271 shares 6,271 $636K 0.01% -31 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: 3,831 shares; 2024Q4: 3,845 shares; 2025Q1: 3,976 shares; 2025Q2: 3,841 shares; 2025Q3: 3,551 shares 3,551 $633K 0.01% -290 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: 2,480 shares; 2024Q4: 2,730 shares; 2025Q1: 2,590 shares; 2025Q2: 2,637 shares; 2025Q3: 2,511 shares 2,511 $632K 0.01% -126 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,763 shares; 2025Q1: 9,105 shares; 2025Q2: 8,816 shares; 2025Q3: 7,287 shares 7,287 $628K 0.01% -1,529 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: 23,297 shares; 2024Q4: 16,705 shares; 2025Q1: 8,554 shares; 2025Q2: 8,284 shares; 2025Q3: 7,432 shares 7,432 $627K 0.01% -852 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,749 shares; 2024Q4: 189,795 shares; 2025Q1: 91,450 shares; 2025Q2: 23,600 shares; 2025Q3: 19,491 shares 19,491 $621K 0.01% -4,109 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: 10,326 shares; 2024Q4: 6,117 shares; 2025Q1: 8,082 shares; 2025Q2: 9,958 shares; 2025Q3: 9,147 shares 9,147 $620K 0.01% -811 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: 4,578 shares; 2024Q4: 4,707 shares; 2025Q1: 4,477 shares; 2025Q2: 4,820 shares; 2025Q3: 4,866 shares 4,866 $602K 0.01% +46 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,144 shares; 2025Q1: 2,183 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares 2,144 $599K 0.01% 0 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: 4,995 shares; 2024Q4: 5,545 shares; 2025Q1: 5,533 shares; 2025Q2: 5,438 shares; 2025Q3: 5,438 shares 5,438 $598K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 5,303 shares; 2025Q3: 5,936 shares 5,936 $582K 0.01% +633 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,827 shares; 2025Q1: 7,135 shares; 2025Q2: 10,080 shares; 2025Q3: 5,641 shares 5,641 $581K 0.01% -4,439 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares 2,612 $580K 0.01% 0 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: 4,819 shares; 2024Q4: 4,819 shares; 2025Q1: 5,251 shares; 2025Q2: 4,551 shares; 2025Q3: 4,600 shares 4,600 $579K 0.01% +49 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 24,473 shares; 2025Q1: 24,473 shares; 2025Q2: 24,473 shares; 2025Q3: 57,840 shares 57,840 $577K 0.01% +33,367 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 11,007 shares; 2025Q1: 10,329 shares; 2025Q2: 5,606 shares; 2025Q3: 5,179 shares 5,179 $576K 0.01% -427 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,864 shares; 2025Q1: 3,734 shares; 2025Q2: 4,148 shares; 2025Q3: 4,694 shares 4,694 $575K 0.01% +546 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: 3,067 shares; 2024Q4: 3,074 shares; 2025Q1: 3,313 shares; 2025Q2: 3,206 shares; 2025Q3: 2,890 shares 2,890 $566K 0.01% -316 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: 14,731 shares; 2024Q4: 13,739 shares; 2025Q1: 9,004 shares; 2025Q2: 7,521 shares; 2025Q3: 7,455 shares 7,455 $562K 0.01% -66 Timeline VSS 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: 4,657 shares; 2024Q4: 4,215 shares; 2025Q1: 3,970 shares; 2025Q2: 3,941 shares; 2025Q3: 3,938 shares 3,938 $561K 0.01% -3 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,151 shares 2,151 $558K 0.01% +19 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 10,779 shares; 2025Q3: 7,278 shares 7,278 $556K 0.01% -3,501 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: 7,910 shares; 2024Q4: 2,278 shares; 2025Q1: 2,210 shares; 2025Q2: 2,020 shares; 2025Q3: 2,694 shares 2,694 $556K 0.01% +674 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,721 shares; 2025Q1: 9,695 shares; 2025Q2: 9,695 shares; 2025Q3: 9,695 shares 9,695 $554K 0.01% 0 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: 17,238 shares; 2024Q4: 2,742 shares; 2025Q1: 2,708 shares; 2025Q2: 2,540 shares; 2025Q3: 2,562 shares 2,562 $553K 0.01% +22 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,931 shares; 2025Q1: 3,801 shares; 2025Q2: 3,043 shares; 2025Q3: 6,964 shares 6,964 $546K 0.01% +3,921 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: 3,419 shares; 2024Q4: 3,305 shares; 2025Q1: 3,455 shares; 2025Q2: 3,456 shares; 2025Q3: 3,664 shares 3,664 $545K 0.01% +208 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: 12,812 shares; 2024Q4: 10,221 shares; 2025Q1: 12,329 shares; 2025Q2: 6,614 shares; 2025Q3: 7,357 shares 7,357 $542K 0.01% +743 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: 21,796 shares; 2024Q4: 9,675 shares; 2025Q1: 9,552 shares; 2025Q2: 9,065 shares; 2025Q3: 9,065 shares 9,065 $542K 0.01% 0 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: 13,552 shares; 2024Q4: 12,117 shares; 2025Q1: 9,987 shares; 2025Q2: 8,655 shares; 2025Q3: 8,877 shares 8,877 $526K 0.01% +222 VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,407 shares; 2025Q1: 2,126 shares; 2025Q2: 2,132 shares; 2025Q3: 1,788 shares 1,788 $525K 0.01% -344 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: 2,667 shares; 2024Q4: 2,177 shares; 2025Q1: 1,779 shares; 2025Q2: 1,715 shares; 2025Q3: 1,857 shares 1,857 $522K 0.01% +142 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,411 shares; 2025Q1: 3,674 shares; 2025Q2: 3,585 shares; 2025Q3: 3,464 shares 3,464 $519K 0.01% -121 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares 2,682 $518K 0.01% 0 Timeline SPTI 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: 30,674 shares; 2024Q4: 30,674 shares; 2025Q1: 23,764 shares; 2025Q2: 16,625 shares; 2025Q3: 17,818 shares 17,818 $515K 0.01% +1,193 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: 5,975 shares; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 9,977 shares; 2025Q3: 12,276 shares 12,276 $513K 0.01% +2,299 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,417 shares; 2024Q4: 13,555 shares; 2025Q1: 12,953 shares; 2025Q2: 18,086 shares; 2025Q3: 18,086 shares 18,086 $511K 0.01% 0 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: 6,457 shares; 2024Q4: 6,451 shares; 2025Q1: 7,890 shares; 2025Q2: 11,655 shares; 2025Q3: 10,306 shares 10,306 $505K 0.01% -1,349 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: 5,536 shares; 2024Q4: 5,046 shares; 2025Q1: 5,581 shares; 2025Q2: 4,496 shares; 2025Q3: 5,301 shares 5,301 $505K 0.01% +805 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: 4,887 shares; 2024Q4: 4,722 shares; 2025Q1: 4,788 shares; 2025Q2: 4,575 shares; 2025Q3: 4,673 shares 4,673 $488K 0.01% +98 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 2,972 shares; 2025Q1: 2,773 shares; 2025Q2: 2,092 shares; 2025Q3: 2,608 shares 2,608 $488K 0.01% +516 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: 7,608 shares; 2024Q4: 7,622 shares; 2025Q1: 7,221 shares; 2025Q2: 8,612 shares; 2025Q3: 7,995 shares 7,995 $486K 0.01% -617 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,230 shares; 2025Q1: 3,217 shares; 2025Q2: 6,210 shares; 2025Q3: 14,002 shares 14,002 $478K 0.01% +7,792 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: 4,334 shares; 2024Q4: 4,333 shares; 2025Q1: 4,779 shares; 2025Q2: 3,508 shares; 2025Q3: 3,333 shares 3,333 $475K 0.01% -175 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: 7,175 shares; 2024Q4: 7,175 shares; 2025Q1: 7,145 shares; 2025Q2: 7,020 shares; 2025Q3: 3,645 shares 3,645 $471K 0.01% -3,375 Timeline OKLO OKLO INC More: the full row for OKLO 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: 7,200 shares; 2025Q3: 4,205 shares 4,205 $469K 0.01% -2,995 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,624 shares; 2025Q1: 5,437 shares; 2025Q2: 5,373 shares; 2025Q3: 4,171 shares 4,171 $463K 0.01% -1,202 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: 20,112 shares; 2024Q4: 7,493 shares; 2025Q1: 1,501 shares; 2025Q2: 1,019 shares; 2025Q3: 823 shares 823 $463K 0.01% -196 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,683 shares; 2024Q4: 175,552 shares; 2025Q1: 31,239 shares; 2025Q2: 17,243 shares; 2025Q3: 9,286 shares 9,286 $459K 0.01% -7,957 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: 15,161 shares; 2024Q4: 15,794 shares; 2025Q1: 14,292 shares; 2025Q2: 12,610 shares; 2025Q3: 8,423 shares 8,423 $456K 0.01% -4,187 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: 1,497 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,476 shares 1,476 $454K 0.01% +100 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,705 shares 7,705 $452K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 2,485 shares; 2025Q1: 2,251 shares; 2025Q2: 2,201 shares; 2025Q3: 2,045 shares 2,045 $451K 0.01% -156 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: 4,464 shares; 2024Q4: 4,362 shares; 2025Q1: 4,315 shares; 2025Q2: 3,374 shares; 2025Q3: 3,216 shares 3,216 $449K 0.01% -158 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,861 shares; 2024Q4: 40,863 shares; 2025Q1: 39,693 shares; 2025Q2: 14,308 shares; 2025Q3: 11,332 shares 11,332 $448K 0.01% -2,976 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 319 shares; 2025Q2: 314 shares; 2025Q3: 298 shares 298 $446K 0.01% -16 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 2,637 shares; 2025Q1: 2,632 shares; 2025Q2: 4,746 shares; 2025Q3: 5,340 shares 5,340 $444K 0.01% +594 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: 6,597 shares; 2024Q4: 6,501 shares; 2025Q1: 5,910 shares; 2025Q2: 5,345 shares; 2025Q3: 5,386 shares 5,386 $444K 0.01% +41 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: 3,287 shares; 2024Q4: 3,179 shares; 2025Q1: 3,072 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares 3,194 $442K 0.01% 0 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: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,479 shares 2,479 $433K 0.01% +148 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 34,483 shares; 2025Q3: 34,483 shares 34,483 $431K 0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,400 shares 5,400 $429K 0.01% new 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: 4,910 shares; 2024Q4: 4,863 shares; 2025Q1: 2,600 shares; 2025Q2: 2,551 shares; 2025Q3: 3,145 shares 3,145 $428K 0.01% +594 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: 857 shares; 2024Q4: 855 shares; 2025Q1: 806 shares; 2025Q2: 865 shares; 2025Q3: 892 shares 892 $425K 0.01% +27 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 32,065 shares 32,065 $421K 0.01% new 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: 1,379 shares; 2024Q4: 1,407 shares; 2025Q1: 1,499 shares; 2025Q2: 1,648 shares; 2025Q3: 1,895 shares 1,895 $418K 0.01% +247 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: 14,118 shares; 2024Q4: 11,723 shares; 2025Q1: 11,496 shares; 2025Q2: 7,403 shares; 2025Q3: 7,308 shares 7,308 $418K 0.01% -95 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: 2,877 shares; 2024Q4: 2,869 shares; 2025Q1: 2,664 shares; 2025Q2: 2,671 shares; 2025Q3: 1,831 shares 1,831 $417K 0.01% -840 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,950 shares; 2025Q3: 6,917 shares 6,917 $414K 0.01% -33 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: 1,030 shares; 2024Q4: 1,855 shares; 2025Q1: 1,716 shares; 2025Q2: 1,806 shares; 2025Q3: 1,729 shares 1,729 $414K 0.01% -77 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: 8,560 shares; 2024Q4: 8,560 shares; 2025Q1: 9,307 shares; 2025Q2: 9,907 shares; 2025Q3: 9,737 shares 9,737 $413K 0.01% -170 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: 19,565 shares; 2024Q4: 19,287 shares; 2025Q1: 16,771 shares; 2025Q2: 16,672 shares; 2025Q3: 16,772 shares 16,772 $412K 0.01% +100 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,542 shares 15,542 $405K 0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares 4,787 $402K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares 5,575 $402K 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,362 shares; 2025Q1: 1,913 shares; 2025Q2: 1,781 shares; 2025Q3: 1,440 shares 1,440 $400K 0.01% -341 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: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 3,543 shares; 2025Q2: 2,661 shares; 2025Q3: 2,536 shares 2,536 $399K 0.01% -125 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: 11,015 shares; 2024Q4: 12,083 shares; 2025Q1: 9,090 shares; 2025Q2: 7,694 shares; 2025Q3: 7,349 shares 7,349 $396K 0.01% -345 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 4,639 shares; 2025Q1: 4,230 shares; 2025Q2: 4,237 shares; 2025Q3: 4,659 shares 4,659 $393K 0.01% +422 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,013 shares; 2025Q1: 2,816 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares 2,063 $392K 0.01% +1 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 96 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $390K 0.01% 0 Timeline CLIP 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: 38,878 shares; 2024Q4: 61,125 shares; 2025Q1: 62,608 shares; 2025Q2: 2,935 shares; 2025Q3: 3,882 shares 3,882 $390K 0.01% +947 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: 16,895 shares; 2024Q4: 16,331 shares; 2025Q1: 18,843 shares; 2025Q2: 15,268 shares; 2025Q3: 13,709 shares 13,709 $388K 0.01% -1,559 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: 1,346 shares; 2024Q4: 1,347 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,157 shares 1,157 $385K 0.01% -130 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,032 shares; 2025Q1: 6,392 shares; 2025Q2: 6,337 shares; 2025Q3: 5,687 shares 5,687 $381K 0.01% -650 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 2,353 shares; 2025Q3: 2,127 shares 2,127 $380K 0.01% -226 Timeline PSK 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: 544,504 shares; 2024Q4: 573,747 shares; 2025Q1: 628,350 shares; 2025Q2: 19,036 shares; 2025Q3: 11,473 shares 11,473 $379K 0.01% -7,563 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: 17,146 shares; 2024Q4: 20,288 shares; 2025Q1: 12,610 shares; 2025Q2: 12,434 shares; 2025Q3: 10,654 shares 10,654 $378K 0.01% -1,780 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: 4,313 shares; 2024Q4: 6,109 shares; 2025Q1: 3,428 shares; 2025Q2: 2,903 shares; 2025Q3: 2,688 shares 2,688 $374K 0.01% -215 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,274 shares; 2025Q3: 2,218 shares 2,218 $374K 0.01% -56 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: 6,767 shares; 2024Q4: 5,109 shares; 2025Q1: 5,105 shares; 2025Q2: 8,289 shares; 2025Q3: 7,899 shares 7,899 $373K 0.01% -390 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,522 shares; 2025Q2: 14,832 shares; 2025Q3: 6,336 shares 6,336 $362K 0.01% -8,496 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,442 shares; 2025Q1: 4,435 shares; 2025Q2: 3,756 shares; 2025Q3: 3,988 shares 3,988 $361K 0.01% +232 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: 8,012 shares; 2024Q4: 7,065 shares; 2025Q1: 6,733 shares; 2025Q2: 6,733 shares; 2025Q3: 6,733 shares 6,733 $360K 0.01% 0 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: 885 shares; 2024Q4: 821 shares; 2025Q1: 874 shares; 2025Q2: 909 shares; 2025Q3: 889 shares 889 $359K 0.01% -20 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,962 shares 7,962 $355K 0.01% +115 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: 2,463 shares; 2024Q4: 2,075 shares; 2025Q1: 1,733 shares; 2025Q2: 2,175 shares; 2025Q3: 2,425 shares 2,425 $355K 0.01% +250 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 4,660 shares; 2025Q1: 4,601 shares; 2025Q2: 5,788 shares; 2025Q3: 4,988 shares 4,988 $354K 0.01% -800 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: 4,352 shares; 2024Q4: 2,824 shares; 2025Q1: 2,699 shares; 2025Q2: 876 shares; 2025Q3: 771 shares 771 $353K 0.01% -105 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: 1,111 shares; 2024Q4: 1,090 shares; 2025Q1: 1,112 shares; 2025Q2: 1,165 shares; 2025Q3: 1,305 shares 1,305 $349K 0.01% +140 Timeline FNDX 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: 4,352 shares; 2024Q4: 13,056 shares; 2025Q1: 13,056 shares; 2025Q2: 13,056 shares; 2025Q3: 13,233 shares 13,233 $348K 0.01% +177 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,554 shares 4,554 $348K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,721 shares; 2025Q1: 2,469 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares 2,279 $346K 0.01% 0 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: 8,784 shares; 2024Q4: 8,778 shares; 2025Q1: 8,089 shares; 2025Q2: 5,216 shares; 2025Q3: 5,649 shares 5,649 $342K 0.01% +433 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,525 shares; 2025Q1: 1,408 shares; 2025Q2: 2,334 shares; 2025Q3: 2,348 shares 2,348 $340K 0.01% +14 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: 2,033 shares 2,033 $338K 0.01% +391 Timeline RSPM 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: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares 10,300 $337K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 4,653 shares; 2025Q1: 6,071 shares; 2025Q2: 4,776 shares; 2025Q3: 5,241 shares 5,241 $337K 0.01% +465 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: not reported; 2024Q4: 2,438 shares; 2025Q1: 1,697 shares; 2025Q2: 1,649 shares; 2025Q3: 2,172 shares 2,172 $335K 0.01% +523 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: 18,848 shares; 2024Q4: 9,996 shares; 2025Q1: 8,798 shares; 2025Q2: 8,805 shares; 2025Q3: 4,305 shares 4,305 $335K 0.01% -4,500 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: 8,704 shares; 2024Q4: 8,728 shares; 2025Q1: 9,490 shares; 2025Q2: 9,609 shares; 2025Q3: 8,504 shares 8,504 $333K <0.01% -1,105 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR 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: 5,479 shares 5,479 $330K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 885 shares; 2025Q1: 828 shares; 2025Q2: 885 shares; 2025Q3: 773 shares 773 $329K <0.01% -112 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,955 shares; 2024Q4: 29,082 shares; 2025Q1: 16,055 shares; 2025Q2: 14,514 shares; 2025Q3: 13,511 shares 13,511 $329K <0.01% -1,003 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 10,930 shares; 2025Q3: 9,730 shares 9,730 $329K <0.01% -1,200 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: 4,163 shares; 2024Q4: 2,459 shares; 2025Q1: 3,765 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares 2,851 $325K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 4,498 shares; 2025Q1: 2,087 shares; 2025Q2: 1,811 shares; 2025Q3: 2,020 shares 2,020 $322K <0.01% +209 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares 1,629 $320K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,726 shares; 2025Q1: 2,123 shares; 2025Q2: 2,074 shares; 2025Q3: 2,179 shares 2,179 $315K <0.01% +105 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,963 shares; 2025Q3: 1,643 shares 1,643 $309K <0.01% -320 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: not reported; 2024Q4: not reported; 2025Q1: 4,576 shares; 2025Q2: 3,388 shares; 2025Q3: 2,170 shares 2,170 $308K <0.01% -1,218 Timeline XSD 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: 1,675 shares; 2025Q2: 1,650 shares; 2025Q3: 950 shares 950 $303K <0.01% -700 Timeline