FNDF 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: 2,410,146 shares; 2024Q4: 2,592,229 shares; 2025Q1: 2,586,137 shares; 2025Q2: 2,522,946 shares; 2025Q3: 2,497,528 shares 2,497,528 $107M 5.78% -25,418 Timeline JMBS 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: 966,240 shares; 2024Q4: 1,245,271 shares; 2025Q1: 1,381,750 shares; 2025Q2: 1,502,474 shares; 2025Q3: 1,721,810 shares 1,721,810 $78.6M 4.24% +219,336 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: 1,503,385 shares; 2024Q4: 3,162,957 shares; 2025Q1: 3,194,659 shares; 2025Q2: 3,110,308 shares; 2025Q3: 3,098,450 shares 3,098,450 $72.1M 3.89% -11,858 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948,960 shares; 2024Q4: 2,052,663 shares; 2025Q1: 2,051,299 shares; 2025Q2: 1,970,169 shares; 2025Q3: 1,976,009 shares 1,976,009 $70.2M 3.78% +5,840 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: 246,342 shares; 2024Q4: 246,608 shares; 2025Q1: 245,489 shares; 2025Q2: 250,899 shares; 2025Q3: 251,123 shares 251,123 $63.9M 3.45% +224 Timeline FNDE 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: 1,326,394 shares; 2024Q4: 1,333,017 shares; 2025Q1: 1,340,142 shares; 2025Q2: 1,305,819 shares; 2025Q3: 1,278,782 shares 1,278,782 $46.2M 2.49% -27,037 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,907 shares; 2024Q4: 557,242 shares; 2025Q1: 563,268 shares; 2025Q2: 554,256 shares; 2025Q3: 538,462 shares 538,462 $40.4M 2.18% -15,794 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,774 shares; 2024Q4: 991,144 shares; 2025Q1: 1,067,465 shares; 2025Q2: 1,078,918 shares; 2025Q3: 1,068,443 shares 1,068,443 $39.7M 2.14% -10,475 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: 58,250 shares; 2024Q4: 57,215 shares; 2025Q1: 57,180 shares; 2025Q2: 63,687 shares; 2025Q3: 69,373 shares 69,373 $35.9M 1.94% +5,686 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: 643,896 shares; 2024Q4: 1,345,573 shares; 2025Q1: 1,332,570 shares; 2025Q2: 1,185,622 shares; 2025Q3: 1,173,923 shares 1,173,923 $29.5M 1.59% -11,699 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: 101,467 shares; 2024Q4: 104,001 shares; 2025Q1: 117,065 shares; 2025Q2: 121,216 shares; 2025Q3: 117,742 shares 117,742 $28.7M 1.55% -3,474 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: 251,379 shares; 2025Q2: 439,275 shares; 2025Q3: 517,135 shares 517,135 $26.3M 1.42% +77,860 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: 272,034 shares; 2024Q4: 259,596 shares; 2025Q1: 259,735 shares; 2025Q2: 258,238 shares; 2025Q3: 272,352 shares 272,352 $24.9M 1.34% +14,114 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; 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: 639,979 shares; 2025Q3: 643,360 shares 643,360 $23.4M 1.26% +3,381 Timeline SCHP 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: 369,019 shares; 2024Q4: 740,908 shares; 2025Q1: 812,144 shares; 2025Q2: 832,189 shares; 2025Q3: 850,568 shares 850,568 $22.9M 1.24% +18,379 Timeline SCHH 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: 898,033 shares; 2024Q4: 904,666 shares; 2025Q1: 920,550 shares; 2025Q2: 954,619 shares; 2025Q3: 960,971 shares 960,971 $20.7M 1.12% +6,352 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: 111,092 shares; 2024Q4: 104,584 shares; 2025Q1: 100,338 shares; 2025Q2: 82,467 shares; 2025Q3: 68,412 shares 68,412 $19.2M 1.04% -14,055 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,922 shares; 2024Q4: 94,009 shares; 2025Q1: 120,673 shares; 2025Q2: 178,083 shares; 2025Q3: 236,595 shares 236,595 $17.6M 0.95% +58,512 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: 61,260 shares; 2024Q4: 61,526 shares; 2025Q1: 57,738 shares; 2025Q2: 55,962 shares; 2025Q3: 53,796 shares 53,796 $17M 0.91% -2,166 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: 21,522 shares; 2024Q4: 20,957 shares; 2025Q1: 22,095 shares; 2025Q2: 23,092 shares; 2025Q3: 22,665 shares 22,665 $16.6M 0.9% -427 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: 11,311 shares; 2024Q4: 14,199 shares; 2025Q1: 18,282 shares; 2025Q2: 23,676 shares; 2025Q3: 23,869 shares 23,869 $15.9M 0.86% +193 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: 245,762 shares; 2024Q4: 239,417 shares; 2025Q1: 233,807 shares; 2025Q2: 231,244 shares; 2025Q3: 228,671 shares 228,671 $15.4M 0.83% -2,573 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: 242,562 shares; 2024Q4: 265,416 shares; 2025Q1: 292,099 shares; 2025Q2: 287,579 shares; 2025Q3: 305,074 shares 305,074 $15.3M 0.82% +17,495 Timeline FNDA 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: 241,952 shares; 2024Q4: 468,967 shares; 2025Q1: 474,758 shares; 2025Q2: 483,331 shares; 2025Q3: 483,607 shares 483,607 $15.1M 0.81% +276 Timeline INTF 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: 537,332 shares; 2024Q4: 510,040 shares; 2025Q1: 465,966 shares; 2025Q2: 410,664 shares; 2025Q3: 400,405 shares 400,405 $14.4M 0.78% -10,259 Timeline LRGF 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: 220,691 shares; 2024Q4: 212,879 shares; 2025Q1: 209,594 shares; 2025Q2: 206,060 shares; 2025Q3: 205,823 shares 205,823 $14.2M 0.77% -237 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: 34,213 shares; 2024Q4: 34,506 shares; 2025Q1: 33,927 shares; 2025Q2: 33,505 shares; 2025Q3: 32,656 shares 32,656 $13.9M 0.75% -849 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: 105,001 shares; 2024Q4: 104,077 shares; 2025Q1: 104,775 shares; 2025Q2: 101,941 shares; 2025Q3: 102,465 shares 102,465 $13.7M 0.74% +524 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: 57,645 shares; 2024Q4: 58,545 shares; 2025Q1: 57,692 shares; 2025Q2: 58,311 shares; 2025Q3: 57,740 shares 57,740 $13.4M 0.72% -571 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,173 shares; 2024Q4: 52,195 shares; 2025Q1: 55,755 shares; 2025Q2: 60,746 shares; 2025Q3: 60,886 shares 60,886 $13.2M 0.71% +140 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: 146,299 shares; 2024Q4: 148,412 shares; 2025Q1: 144,294 shares; 2025Q2: 138,036 shares; 2025Q3: 127,886 shares 127,886 $11.9M 0.64% -10,150 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,830 shares; 2024Q4: 353,856 shares; 2025Q1: 363,918 shares; 2025Q2: 365,866 shares; 2025Q3: 370,525 shares 370,525 $11.7M 0.63% +4,659 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: 18,725 shares; 2024Q4: 18,142 shares; 2025Q1: 17,106 shares; 2025Q2: 15,989 shares; 2025Q3: 15,109 shares 15,109 $11.7M 0.63% -880 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: 201,687 shares; 2024Q4: 172,517 shares; 2025Q1: 165,444 shares; 2025Q2: 163,834 shares; 2025Q3: 168,281 shares 168,281 $11.5M 0.62% +4,447 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: 186,860 shares; 2024Q4: 185,054 shares; 2025Q1: 184,442 shares; 2025Q2: 185,622 shares; 2025Q3: 182,492 shares 182,492 $11.5M 0.62% -3,130 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: 104,945 shares; 2024Q4: 100,121 shares; 2025Q1: 96,900 shares; 2025Q2: 93,879 shares; 2025Q3: 91,601 shares 91,601 $10.2M 0.55% -2,278 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: 24,314 shares; 2024Q4: 22,627 shares; 2025Q1: 21,971 shares; 2025Q2: 21,514 shares; 2025Q3: 20,799 shares 20,799 $10.2M 0.55% -715 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: 28,455 shares; 2024Q4: 27,281 shares; 2025Q1: 26,586 shares; 2025Q2: 26,446 shares; 2025Q3: 24,073 shares 24,073 $10.2M 0.55% -2,373 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: 8,229 shares; 2024Q4: 8,321 shares; 2025Q1: 8,699 shares; 2025Q2: 10,273 shares; 2025Q3: 10,636 shares 10,636 $10.2M 0.55% +363 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: 114,516 shares; 2024Q4: 115,594 shares; 2025Q1: 119,945 shares; 2025Q2: 123,375 shares; 2025Q3: 125,559 shares 125,559 $9.77M 0.53% +2,184 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: 73,925 shares; 2024Q4: 73,045 shares; 2025Q1: 67,571 shares; 2025Q2: 62,465 shares; 2025Q3: 63,161 shares 63,161 $9.71M 0.52% +696 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,254 shares; 2024Q4: 326,262 shares; 2025Q1: 326,387 shares; 2025Q2: 311,379 shares; 2025Q3: 308,641 shares 308,641 $9.61M 0.52% -2,738 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 45,800 shares; 2025Q1: 72,481 shares; 2025Q2: 80,590 shares; 2025Q3: 100,218 shares 100,218 $9.54M 0.51% +19,628 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,245 shares; 2024Q4: 71,552 shares; 2025Q1: 75,750 shares; 2025Q2: 74,791 shares; 2025Q3: 71,792 shares 71,792 $9.49M 0.51% -2,999 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: 35,235 shares; 2024Q4: 34,882 shares; 2025Q1: 34,106 shares; 2025Q2: 34,459 shares; 2025Q3: 33,589 shares 33,589 $9.48M 0.51% -870 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,310 shares; 2024Q4: 60,782 shares; 2025Q1: 59,871 shares; 2025Q2: 59,160 shares; 2025Q3: 55,934 shares 55,934 $9.48M 0.51% -3,226 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: 38,449 shares; 2024Q4: 37,315 shares; 2025Q1: 35,905 shares; 2025Q2: 34,300 shares; 2025Q3: 33,439 shares 33,439 $9.44M 0.51% -861 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 28,663 shares; 2025Q1: 109,716 shares; 2025Q2: 144,091 shares; 2025Q3: 157,208 shares 157,208 $9.35M 0.5% +13,117 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,549 shares; 2024Q4: 174,143 shares; 2025Q1: 176,869 shares; 2025Q2: 181,501 shares; 2025Q3: 183,337 shares 183,337 $9.31M 0.5% +1,836 Timeline EMB 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: 61,313 shares; 2024Q4: 61,220 shares; 2025Q1: 64,822 shares; 2025Q2: 80,081 shares; 2025Q3: 95,306 shares 95,306 $9.07M 0.49% +15,225 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: 46,644 shares; 2024Q4: 46,789 shares; 2025Q1: 48,387 shares; 2025Q2: 49,385 shares; 2025Q3: 48,214 shares 48,214 $8.94M 0.48% -1,171 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,905 shares; 2024Q4: 37,861 shares; 2025Q1: 41,063 shares; 2025Q2: 44,244 shares; 2025Q3: 44,650 shares 44,650 $8.83M 0.48% +406 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: 390,892 shares; 2024Q4: 393,900 shares; 2025Q1: 389,932 shares; 2025Q2: 371,167 shares; 2025Q3: 355,199 shares 355,199 $8.72M 0.47% -15,968 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: 10,301 shares; 2024Q4: 12,894 shares; 2025Q1: 18,313 shares; 2025Q2: 25,710 shares; 2025Q3: 25,493 shares 25,493 $8.7M 0.47% -217 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: 112,382 shares; 2024Q4: 108,987 shares; 2025Q1: 109,599 shares; 2025Q2: 110,693 shares; 2025Q3: 105,863 shares 105,863 $8.63M 0.47% -4,830 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: 16,659 shares; 2024Q4: 16,949 shares; 2025Q1: 17,818 shares; 2025Q2: 18,904 shares; 2025Q3: 17,722 shares 17,722 $8.46M 0.46% -1,182 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: 7,162 shares; 2024Q4: 16,112 shares; 2025Q1: 26,987 shares; 2025Q2: 36,746 shares; 2025Q3: 40,602 shares 40,602 $8.27M 0.45% +3,856 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: 130,173 shares; 2024Q4: 126,363 shares; 2025Q1: 123,214 shares; 2025Q2: 113,697 shares; 2025Q3: 99,975 shares 99,975 $8.2M 0.44% -13,722 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 49,952 shares; 2025Q1: 63,647 shares; 2025Q2: 134,376 shares; 2025Q3: 198,705 shares 198,705 $8.19M 0.44% +64,329 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,134 shares; 2024Q4: 56,139 shares; 2025Q1: 65,251 shares; 2025Q2: 77,027 shares; 2025Q3: 82,098 shares 82,098 $8.17M 0.44% +5,071 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,805 shares; 2024Q4: 235,835 shares; 2025Q1: 264,836 shares; 2025Q2: 282,546 shares; 2025Q3: 287,556 shares 287,556 $8.16M 0.44% +5,010 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: 3,102 shares; 2024Q4: 2,936 shares; 2025Q1: 9,711 shares; 2025Q2: 13,032 shares; 2025Q3: 13,044 shares 13,044 $7.95M 0.43% +12 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,399 shares; 2024Q4: 96,046 shares; 2025Q1: 82,887 shares; 2025Q2: 79,825 shares; 2025Q3: 76,883 shares 76,883 $7.92M 0.43% -2,942 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,960 shares; 2024Q4: 130,816 shares; 2025Q1: 136,751 shares; 2025Q2: 144,985 shares; 2025Q3: 150,484 shares 150,484 $7.87M 0.42% +5,499 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: 81,901 shares; 2024Q4: 77,174 shares; 2025Q1: 79,918 shares; 2025Q2: 81,747 shares; 2025Q3: 78,718 shares 78,718 $7.74M 0.42% -3,029 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,169 shares; 2024Q4: 90,168 shares; 2025Q1: 119,500 shares; 2025Q2: 122,883 shares; 2025Q3: 125,476 shares 125,476 $7.65M 0.41% +2,593 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: 41,909 shares; 2024Q4: 40,621 shares; 2025Q1: 39,794 shares; 2025Q2: 39,675 shares; 2025Q3: 38,988 shares 38,988 $7.45M 0.4% -687 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: 95,491 shares; 2024Q4: 269,881 shares; 2025Q1: 264,269 shares; 2025Q2: 265,907 shares; 2025Q3: 276,878 shares 276,878 $7.28M 0.39% +10,971 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: 54,914 shares; 2024Q4: 53,561 shares; 2025Q1: 54,204 shares; 2025Q2: 50,070 shares; 2025Q3: 51,171 shares 51,171 $7.25M 0.39% +1,101 Timeline SPIB 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: 114,984 shares; 2024Q4: 109,347 shares; 2025Q1: 118,272 shares; 2025Q2: 147,414 shares; 2025Q3: 208,339 shares 208,339 $7.06M 0.38% +60,925 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: 20,786 shares; 2024Q4: 20,677 shares; 2025Q1: 19,912 shares; 2025Q2: 20,187 shares; 2025Q3: 20,251 shares 20,251 $7.02M 0.38% +64 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: 17,966 shares; 2024Q4: 19,547 shares; 2025Q1: 23,845 shares; 2025Q2: 32,061 shares; 2025Q3: 31,882 shares 31,882 $7M 0.38% -179 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: 17,436 shares; 2024Q4: 19,089 shares; 2025Q1: 29,437 shares; 2025Q2: 41,417 shares; 2025Q3: 40,260 shares 40,260 $6.7M 0.36% -1,157 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: 30,380 shares; 2024Q4: 38,687 shares; 2025Q1: 60,360 shares; 2025Q2: 69,353 shares; 2025Q3: 72,388 shares 72,388 $6.69M 0.36% +3,035 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: 50,293 shares; 2024Q4: 45,097 shares; 2025Q1: 20,213 shares; 2025Q2: 19,268 shares; 2025Q3: 19,720 shares 19,720 $6.51M 0.35% +452 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: 65,214 shares; 2024Q4: 58,552 shares; 2025Q1: 64,608 shares; 2025Q2: 72,593 shares; 2025Q3: 76,936 shares 76,936 $6.34M 0.34% +4,343 Timeline TLT 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: 74,942 shares; 2024Q4: 75,316 shares; 2025Q1: 77,027 shares; 2025Q2: 73,462 shares; 2025Q3: 69,694 shares 69,694 $6.23M 0.34% -3,768 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: 108,142 shares; 2024Q4: 96,679 shares; 2025Q1: 105,668 shares; 2025Q2: 137,722 shares; 2025Q3: 141,709 shares 141,709 $6.23M 0.34% +3,987 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: 29,220 shares; 2024Q4: 28,360 shares; 2025Q1: 27,936 shares; 2025Q2: 27,211 shares; 2025Q3: 24,571 shares 24,571 $6.17M 0.33% -2,640 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 22,108 shares; 2025Q1: 34,573 shares; 2025Q2: 38,032 shares; 2025Q3: 36,931 shares 36,931 $6.05M 0.33% -1,101 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,315 shares; 2024Q4: 40,970 shares; 2025Q1: 37,814 shares; 2025Q2: 36,327 shares; 2025Q3: 26,978 shares 26,978 $6M 0.32% -9,349 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 24,926 shares; 2025Q2: 57,919 shares; 2025Q3: 68,968 shares 68,968 $5.96M 0.32% +11,049 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,330 shares; 2024Q4: 64,483 shares; 2025Q1: 66,009 shares; 2025Q2: 68,494 shares; 2025Q3: 69,639 shares 69,639 $5.91M 0.32% +1,145 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: 65,140 shares; 2024Q4: 65,709 shares; 2025Q1: 65,192 shares; 2025Q2: 53,939 shares; 2025Q3: 54,767 shares 54,767 $5.83M 0.31% +828 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: 19,251 shares; 2024Q4: 17,806 shares; 2025Q1: 17,254 shares; 2025Q2: 16,974 shares; 2025Q3: 17,071 shares 17,071 $5.82M 0.31% +97 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: 23,880 shares; 2024Q4: 23,411 shares; 2025Q1: 25,407 shares; 2025Q2: 33,589 shares; 2025Q3: 36,683 shares 36,683 $5.7M 0.31% +3,094 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: 228,114 shares; 2024Q4: 230,564 shares; 2025Q1: 247,388 shares; 2025Q2: 244,740 shares; 2025Q3: 207,530 shares 207,530 $5.65M 0.3% -37,210 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: 36,633 shares; 2024Q4: 37,797 shares; 2025Q1: 41,170 shares; 2025Q2: 46,956 shares; 2025Q3: 49,699 shares 49,699 $5.57M 0.3% +2,743 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,327 shares; 2024Q4: 54,603 shares; 2025Q1: 85,300 shares; 2025Q2: 117,857 shares; 2025Q3: 130,985 shares 130,985 $5.5M 0.3% +13,128 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: 60,150 shares; 2024Q4: 63,670 shares; 2025Q1: 68,212 shares; 2025Q2: 75,321 shares; 2025Q3: 80,045 shares 80,045 $5.37M 0.29% +4,724 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: 21,006 shares; 2024Q4: 20,324 shares; 2025Q1: 19,781 shares; 2025Q2: 19,279 shares; 2025Q3: 18,430 shares 18,430 $5.15M 0.28% -849 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: 52,258 shares; 2024Q4: 52,352 shares; 2025Q1: 53,155 shares; 2025Q2: 51,915 shares; 2025Q3: 49,399 shares 49,399 $5.12M 0.28% -2,516 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,009 shares; 2024Q4: 8,438 shares; 2025Q1: 21,996 shares; 2025Q2: 24,830 shares; 2025Q3: 27,117 shares 27,117 $5.12M 0.28% +2,287 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,697 shares; 2024Q4: 35,299 shares; 2025Q1: 35,897 shares; 2025Q2: 36,363 shares; 2025Q3: 36,014 shares 36,014 $5.02M 0.27% -349 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,688 shares; 2024Q4: 37,301 shares; 2025Q1: 38,408 shares; 2025Q2: 37,923 shares; 2025Q3: 35,372 shares 35,372 $5M 0.27% -2,551 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,466 shares; 2024Q4: 108,836 shares; 2025Q1: 116,138 shares; 2025Q2: 131,116 shares; 2025Q3: 145,008 shares 145,008 $4.82M 0.26% +13,892 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: 17,348 shares; 2024Q4: 17,613 shares; 2025Q1: 18,100 shares; 2025Q2: 18,550 shares; 2025Q3: 19,502 shares 19,502 $4.81M 0.26% +952 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: 56,584 shares; 2024Q4: 51,549 shares; 2025Q1: 46,033 shares; 2025Q2: 43,766 shares; 2025Q3: 42,046 shares 42,046 $4.74M 0.26% -1,720 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: 61,019 shares; 2024Q4: 59,634 shares; 2025Q1: 61,818 shares; 2025Q2: 66,938 shares; 2025Q3: 90,028 shares 90,028 $4.71M 0.25% +23,090 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: 50,141 shares; 2024Q4: 50,259 shares; 2025Q1: 45,982 shares; 2025Q2: 38,223 shares; 2025Q3: 29,828 shares 29,828 $4.68M 0.25% -8,395 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,716 shares; 2024Q4: 32,364 shares; 2025Q1: 30,629 shares; 2025Q2: 28,785 shares; 2025Q3: 24,562 shares 24,562 $4.68M 0.25% -4,223 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: 27,601 shares; 2024Q4: 27,003 shares; 2025Q1: 26,899 shares; 2025Q2: 25,730 shares; 2025Q3: 25,413 shares 25,413 $4.67M 0.25% -317 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,675 shares; 2024Q4: 39,948 shares; 2025Q1: 39,683 shares; 2025Q2: 38,489 shares; 2025Q3: 37,414 shares 37,414 $4.5M 0.24% -1,075 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: 6,795 shares; 2024Q4: 6,514 shares; 2025Q1: 5,910 shares; 2025Q2: 5,702 shares; 2025Q3: 5,497 shares 5,497 $4.38M 0.24% -205 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: 145,271 shares; 2024Q4: 157,208 shares; 2025Q1: 159,816 shares; 2025Q2: 157,354 shares; 2025Q3: 152,943 shares 152,943 $4.32M 0.23% -4,411 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 11,640 shares; 2025Q1: 20,412 shares; 2025Q2: 19,856 shares; 2025Q3: 19,467 shares 19,467 $4.26M 0.23% -389 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,071 shares; 2024Q4: 31,146 shares; 2025Q1: 37,830 shares; 2025Q2: 45,764 shares; 2025Q3: 51,249 shares 51,249 $4.21M 0.23% +5,485 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,456 shares; 2025Q1: 9,879 shares; 2025Q2: 9,713 shares; 2025Q3: 9,593 shares 9,593 $4.2M 0.23% -120 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: not reported; 2024Q4: not reported; 2025Q1: 4,109 shares; 2025Q2: 12,537 shares; 2025Q3: 15,001 shares 15,001 $4.19M 0.23% +2,464 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,213 shares; 2024Q4: 40,496 shares; 2025Q1: 41,189 shares; 2025Q2: 36,847 shares; 2025Q3: 35,245 shares 35,245 $4.17M 0.23% -1,602 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: 24,068 shares; 2024Q4: 24,531 shares; 2025Q1: 23,259 shares; 2025Q2: 22,190 shares; 2025Q3: 21,532 shares 21,532 $4.15M 0.22% -658 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: 111,430 shares; 2024Q4: 100,075 shares; 2025Q1: 92,090 shares; 2025Q2: 73,738 shares; 2025Q3: 68,971 shares 68,971 $4.14M 0.22% -4,767 Timeline FMB 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: 43,211 shares; 2024Q4: 41,170 shares; 2025Q1: 42,663 shares; 2025Q2: 57,611 shares; 2025Q3: 81,625 shares 81,625 $4.14M 0.22% +24,014 Timeline XLRE 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: 105,849 shares; 2024Q4: 100,722 shares; 2025Q1: 99,812 shares; 2025Q2: 98,772 shares; 2025Q3: 97,025 shares 97,025 $4.09M 0.22% -1,747 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,068 shares; 2024Q4: 34,576 shares; 2025Q1: 44,042 shares; 2025Q2: 54,289 shares; 2025Q3: 57,153 shares 57,153 $4.06M 0.22% +2,864 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: 12,988 shares; 2025Q1: 14,058 shares; 2025Q2: 29,917 shares; 2025Q3: 29,540 shares 29,540 $3.96M 0.21% -377 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 16,815 shares; 2025Q1: 23,832 shares; 2025Q2: 28,734 shares; 2025Q3: 31,580 shares 31,580 $3.86M 0.21% +2,846 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,759 shares; 2024Q4: 175,810 shares; 2025Q1: 166,650 shares; 2025Q2: 155,611 shares; 2025Q3: 149,441 shares 149,441 $3.8M 0.2% -6,170 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: 34,937 shares; 2024Q4: 33,970 shares; 2025Q1: 34,380 shares; 2025Q2: 33,203 shares; 2025Q3: 32,894 shares 32,894 $3.66M 0.2% -309 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: 10,345 shares; 2024Q4: 10,035 shares; 2025Q1: 16,384 shares; 2025Q2: 15,183 shares; 2025Q3: 17,781 shares 17,781 $3.64M 0.2% +2,598 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: 145,301 shares; 2024Q4: 122,933 shares; 2025Q1: 120,671 shares; 2025Q2: 141,917 shares; 2025Q3: 140,083 shares 140,083 $3.57M 0.19% -1,834 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: 20,802 shares; 2024Q4: 22,264 shares; 2025Q1: 22,609 shares; 2025Q2: 22,077 shares; 2025Q3: 20,730 shares 20,730 $3.53M 0.19% -1,347 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 9,509 shares; 2025Q1: 14,189 shares; 2025Q2: 32,829 shares; 2025Q3: 38,642 shares 38,642 $3.47M 0.19% +5,813 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,605 shares; 2024Q4: 29,005 shares; 2025Q1: 29,537 shares; 2025Q2: 34,941 shares; 2025Q3: 40,923 shares 40,923 $3.39M 0.18% +5,982 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: 25,076 shares; 2024Q4: 32,643 shares; 2025Q1: 34,880 shares; 2025Q2: 38,185 shares; 2025Q3: 34,461 shares 34,461 $3.28M 0.18% -3,724 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,735 shares; 2025Q1: 2,834 shares; 2025Q2: 2,984 shares; 2025Q3: 2,941 shares 2,941 $3.17M 0.17% -43 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: 25,522 shares; 2024Q4: 23,050 shares; 2025Q1: 21,554 shares; 2025Q2: 21,133 shares; 2025Q3: 19,812 shares 19,812 $3.16M 0.17% -1,321 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: 20,238 shares; 2024Q4: 17,744 shares; 2025Q1: 16,432 shares; 2025Q2: 15,478 shares; 2025Q3: 15,069 shares 15,069 $3.15M 0.17% -409 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: 11,911 shares; 2024Q4: 11,527 shares; 2025Q1: 11,419 shares; 2025Q2: 11,230 shares; 2025Q3: 11,003 shares 11,003 $3.09M 0.17% -227 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,878 shares; 2024Q4: 24,116 shares; 2025Q1: 35,571 shares; 2025Q2: 44,043 shares; 2025Q3: 46,514 shares 46,514 $3.07M 0.17% +2,471 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,878 shares; 2024Q4: 24,069 shares; 2025Q1: 23,437 shares; 2025Q2: 23,097 shares; 2025Q3: 22,634 shares 22,634 $3.06M 0.17% -463 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,205 shares; 2024Q4: 91,691 shares; 2025Q1: 80,275 shares; 2025Q2: 66,056 shares; 2025Q3: 55,293 shares 55,293 $3.06M 0.16% -10,763 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: 129,400 shares; 2024Q4: 121,905 shares; 2025Q1: 126,177 shares; 2025Q2: 132,251 shares; 2025Q3: 117,126 shares 117,126 $3.05M 0.16% -15,125 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: 23,034 shares; 2024Q4: 32,474 shares; 2025Q1: 38,207 shares; 2025Q2: 36,562 shares; 2025Q3: 33,807 shares 33,807 $3.03M 0.16% -2,755 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,054 shares; 2025Q2: 26,291 shares; 2025Q3: 26,101 shares 26,101 $3M 0.16% -190 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: 13,289 shares; 2024Q4: 12,784 shares; 2025Q1: 12,626 shares; 2025Q2: 12,713 shares; 2025Q3: 12,661 shares 12,661 $2.99M 0.16% -52 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: 44,039 shares; 2024Q4: 42,119 shares; 2025Q1: 39,511 shares; 2025Q2: 37,479 shares; 2025Q3: 34,365 shares 34,365 $2.88M 0.16% -3,114 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,460 shares; 2024Q4: 152,675 shares; 2025Q1: 162,832 shares; 2025Q2: 178,742 shares; 2025Q3: 176,188 shares 176,188 $2.87M 0.15% -2,554 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: 10,227 shares; 2024Q4: 10,914 shares; 2025Q1: 11,292 shares; 2025Q2: 11,116 shares; 2025Q3: 11,282 shares 11,282 $2.74M 0.15% +166 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: 23,358 shares; 2024Q4: 23,552 shares; 2025Q1: 25,156 shares; 2025Q2: 30,036 shares; 2025Q3: 34,466 shares 34,466 $2.71M 0.15% +4,430 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,792 shares; 2024Q4: 42,995 shares; 2025Q1: 42,823 shares; 2025Q2: 41,427 shares; 2025Q3: 35,602 shares 35,602 $2.69M 0.15% -5,825 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: 52,668 shares; 2024Q4: 48,130 shares; 2025Q1: 47,339 shares; 2025Q2: 44,730 shares; 2025Q3: 43,938 shares 43,938 $2.66M 0.14% -792 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 28,587 shares; 2025Q1: 24,823 shares; 2025Q2: 24,472 shares; 2025Q3: 22,851 shares 22,851 $2.59M 0.14% -1,621 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: 10,687 shares; 2024Q4: 10,695 shares; 2025Q1: 13,967 shares; 2025Q2: 13,626 shares; 2025Q3: 13,662 shares 13,662 $2.55M 0.14% +36 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,926 shares; 2024Q4: 82,487 shares; 2025Q1: 86,320 shares; 2025Q2: 96,563 shares; 2025Q3: 96,634 shares 96,634 $2.55M 0.14% +71 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: 18,938 shares; 2024Q4: 18,717 shares; 2025Q1: 18,939 shares; 2025Q2: 19,969 shares; 2025Q3: 19,776 shares 19,776 $2.54M 0.14% -193 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: 3,408 shares; 2025Q2: 25,524 shares; 2025Q3: 25,335 shares 25,335 $2.52M 0.14% -189 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: 9,247 shares; 2024Q4: 9,320 shares; 2025Q1: 11,532 shares; 2025Q2: 15,710 shares; 2025Q3: 14,889 shares 14,889 $2.41M 0.13% -821 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,490 shares; 2025Q2: 41,226 shares; 2025Q3: 53,197 shares 53,197 $2.41M 0.13% +11,971 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: 19,065 shares; 2024Q4: 18,720 shares; 2025Q1: 17,106 shares; 2025Q2: 16,914 shares; 2025Q3: 16,619 shares 16,619 $2.4M 0.13% -295 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: 5,971 shares; 2024Q4: 5,689 shares; 2025Q1: 5,449 shares; 2025Q2: 5,156 shares; 2025Q3: 4,921 shares 4,921 $2.39M 0.13% -235 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,643 shares; 2024Q4: 12,707 shares; 2025Q1: 10,521 shares; 2025Q2: 8,626 shares; 2025Q3: 7,869 shares 7,869 $2.38M 0.13% -757 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: 26,158 shares; 2024Q4: 32,842 shares; 2025Q1: 38,225 shares; 2025Q2: 51,493 shares; 2025Q3: 52,415 shares 52,415 $2.36M 0.13% +922 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,245 shares; 2024Q4: 83,334 shares; 2025Q1: 80,127 shares; 2025Q2: 76,783 shares; 2025Q3: 74,500 shares 74,500 $2.29M 0.12% -2,283 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: 7,593 shares; 2024Q4: 7,907 shares; 2025Q1: 8,210 shares; 2025Q2: 7,990 shares; 2025Q3: 7,150 shares 7,150 $2.23M 0.12% -840 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: 46,270 shares; 2024Q4: 44,670 shares; 2025Q1: 44,369 shares; 2025Q2: 42,074 shares; 2025Q3: 41,750 shares 41,750 $2.23M 0.12% -324 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,025 shares; 2024Q4: 23,799 shares; 2025Q1: 30,396 shares; 2025Q2: 40,272 shares; 2025Q3: 51,526 shares 51,526 $2.19M 0.12% +11,254 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: 11,369 shares; 2024Q4: 20,219 shares; 2025Q1: 29,643 shares; 2025Q2: 37,480 shares; 2025Q3: 39,821 shares 39,821 $2.16M 0.12% +2,341 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,762 shares; 2024Q4: 28,554 shares; 2025Q1: 41,239 shares; 2025Q2: 40,958 shares; 2025Q3: 39,466 shares 39,466 $2.12M 0.11% -1,492 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,835 shares; 2024Q4: 12,607 shares; 2025Q1: 12,048 shares; 2025Q2: 11,458 shares; 2025Q3: 10,734 shares 10,734 $2.1M 0.11% -724 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,928 shares; 2024Q4: 34,606 shares; 2025Q1: 30,058 shares; 2025Q2: 28,878 shares; 2025Q3: 25,413 shares 25,413 $2.06M 0.11% -3,465 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: 126,158 shares; 2024Q4: 114,069 shares; 2025Q1: 92,617 shares; 2025Q2: 84,367 shares; 2025Q3: 65,501 shares 65,501 $2.06M 0.11% -18,866 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: 38,647 shares; 2024Q4: 36,615 shares; 2025Q1: 36,182 shares; 2025Q2: 35,697 shares; 2025Q3: 34,451 shares 34,451 $2.06M 0.11% -1,246 ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 11,480 shares; 2025Q1: 9,942 shares; 2025Q2: 14,730 shares; 2025Q3: 16,896 shares 16,896 $2.04M 0.11% +2,166 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: 10,069 shares; 2024Q4: 9,412 shares; 2025Q1: 6,914 shares; 2025Q2: 6,477 shares; 2025Q3: 6,189 shares 6,189 $2.04M 0.11% -288 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: 603 shares; 2024Q4: 515 shares; 2025Q1: 492 shares; 2025Q2: 479 shares; 2025Q3: 459 shares 459 $1.97M 0.11% -20 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,199 shares; 2025Q2: 17,551 shares; 2025Q3: 17,956 shares 17,956 $1.97M 0.11% +405 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: 6,618 shares; 2024Q4: 6,361 shares; 2025Q1: 6,217 shares; 2025Q2: 5,794 shares; 2025Q3: 4,757 shares 4,757 $1.93M 0.1% -1,037 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 13,446 shares; 2025Q1: 21,225 shares; 2025Q2: 26,904 shares; 2025Q3: 27,077 shares 27,077 $1.91M 0.1% +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: 9,174 shares; 2024Q4: 9,192 shares; 2025Q1: 10,581 shares; 2025Q2: 11,335 shares; 2025Q3: 11,382 shares 11,382 $1.91M 0.1% +47 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: 9,366 shares; 2024Q4: 9,251 shares; 2025Q1: 17,013 shares; 2025Q2: 37,868 shares; 2025Q3: 38,961 shares 38,961 $1.88M 0.1% +1,093 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,984 shares; 2024Q4: 18,299 shares; 2025Q1: 18,212 shares; 2025Q2: 17,341 shares; 2025Q3: 15,541 shares 15,541 $1.88M 0.1% -1,800 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 6,319 shares; 2025Q1: 4,891 shares; 2025Q2: 4,990 shares; 2025Q3: 4,966 shares 4,966 $1.86M 0.1% -24 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: 15,132 shares; 2024Q4: 14,080 shares; 2025Q1: 12,908 shares; 2025Q2: 12,012 shares; 2025Q3: 11,559 shares 11,559 $1.84M 0.1% -453 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: 16,085 shares; 2024Q4: not reported; 2025Q1: 7,618 shares; 2025Q2: 61,871 shares; 2025Q3: 74,552 shares 74,552 $1.82M 0.1% +12,681 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 23,738 shares; 2025Q1: 21,677 shares; 2025Q2: 20,458 shares; 2025Q3: 17,500 shares 17,500 $1.81M 0.1% -2,958 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,248 shares; 2025Q1: 6,083 shares; 2025Q2: 5,978 shares; 2025Q3: 5,948 shares 5,948 $1.81M 0.1% -30 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: 20,855 shares; 2024Q4: 20,827 shares; 2025Q1: 19,568 shares; 2025Q2: 17,164 shares; 2025Q3: 14,181 shares 14,181 $1.79M 0.1% -2,983 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,482 shares; 2024Q4: 52,600 shares; 2025Q1: 48,279 shares; 2025Q2: 41,345 shares; 2025Q3: 36,378 shares 36,378 $1.78M 0.1% -4,967 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 8,140 shares; 2025Q1: 8,280 shares; 2025Q2: 7,489 shares; 2025Q3: 6,060 shares 6,060 $1.74M 0.09% -1,429 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: 76,185 shares; 2024Q4: 66,593 shares; 2025Q1: 66,101 shares; 2025Q2: 64,761 shares; 2025Q3: 61,362 shares 61,362 $1.74M 0.09% -3,399 Timeline SPHY 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: 58,110 shares; 2024Q4: 54,919 shares; 2025Q1: 55,921 shares; 2025Q2: 60,604 shares; 2025Q3: 72,281 shares 72,281 $1.73M 0.09% +11,677 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,479 shares; 2025Q1: 4,708 shares; 2025Q2: 8,889 shares; 2025Q3: 8,459 shares 8,459 $1.72M 0.09% -430 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,002 shares; 2025Q3: 8,036 shares 8,036 $1.71M 0.09% -2,966 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 23,280 shares; 2025Q1: 23,906 shares; 2025Q2: 23,529 shares; 2025Q3: 23,209 shares 23,209 $1.7M 0.09% -320 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 16,773 shares; 2025Q1: 15,639 shares; 2025Q2: 14,514 shares; 2025Q3: 13,399 shares 13,399 $1.7M 0.09% -1,115 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: 28,353 shares; 2024Q4: 27,316 shares; 2025Q1: 25,273 shares; 2025Q2: 24,708 shares; 2025Q3: 23,145 shares 23,145 $1.66M 0.09% -1,563 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: 35,275 shares; 2024Q4: 31,829 shares; 2025Q1: 29,650 shares; 2025Q2: 28,593 shares; 2025Q3: 27,094 shares 27,094 $1.62M 0.09% -1,499 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: 71,038 shares; 2024Q4: 51,159 shares; 2025Q1: 50,156 shares; 2025Q2: 32,487 shares; 2025Q3: 31,414 shares 31,414 $1.59M 0.09% -1,073 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: not reported; 2024Q4: 21,044 shares; 2025Q1: 40,108 shares; 2025Q2: 38,519 shares; 2025Q3: 38,020 shares 38,020 $1.59M 0.09% -499 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: 5,869 shares; 2024Q4: 10,587 shares; 2025Q1: 14,656 shares; 2025Q2: 14,598 shares; 2025Q3: 14,079 shares 14,079 $1.56M 0.08% -519 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: 6,173 shares; 2024Q4: 6,695 shares; 2025Q1: 5,865 shares; 2025Q2: 6,037 shares; 2025Q3: 5,277 shares 5,277 $1.52M 0.08% -760 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,395 shares; 2024Q4: 23,000 shares; 2025Q1: 19,936 shares; 2025Q2: 19,354 shares; 2025Q3: 18,716 shares 18,716 $1.5M 0.08% -638 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: 6,089 shares; 2024Q4: 5,982 shares; 2025Q1: 5,290 shares; 2025Q2: 4,874 shares; 2025Q3: 4,255 shares 4,255 $1.47M 0.08% -619 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: 8,644 shares; 2024Q4: 7,699 shares; 2025Q1: 7,425 shares; 2025Q2: 7,218 shares; 2025Q3: 6,966 shares 6,966 $1.47M 0.08% -252 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: 36,027 shares; 2024Q4: 28,287 shares; 2025Q1: 24,367 shares; 2025Q2: 22,876 shares; 2025Q3: 19,031 shares 19,031 $1.44M 0.08% -3,845 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: 36,037 shares; 2024Q4: 35,452 shares; 2025Q1: 33,244 shares; 2025Q2: 33,016 shares; 2025Q3: 31,879 shares 31,879 $1.44M 0.08% -1,137 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 23,850 shares; 2025Q1: 36,275 shares; 2025Q2: 34,302 shares; 2025Q3: 31,779 shares 31,779 $1.41M 0.08% -2,523 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: 19,223 shares; 2024Q4: 19,223 shares; 2025Q1: 18,337 shares; 2025Q2: 15,718 shares; 2025Q3: 15,857 shares 15,857 $1.38M 0.07% +139 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: 14,350 shares; 2024Q4: 40,375 shares; 2025Q1: 24,816 shares; 2025Q2: 14,579 shares; 2025Q3: 13,729 shares 13,729 $1.38M 0.07% -850 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: 41,823 shares; 2024Q4: 41,270 shares; 2025Q1: 35,559 shares; 2025Q2: 34,875 shares; 2025Q3: 38,399 shares 38,399 $1.36M 0.07% +3,524 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: 6,246 shares; 2024Q4: 6,407 shares; 2025Q1: 5,497 shares; 2025Q2: 5,094 shares; 2025Q3: 4,512 shares 4,512 $1.32M 0.07% -582 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,330 shares; 2024Q4: 22,838 shares; 2025Q1: 21,630 shares; 2025Q2: 27,330 shares; 2025Q3: 30,586 shares 30,586 $1.32M 0.07% +3,256 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: 5,749 shares; 2024Q4: 5,850 shares; 2025Q1: 5,674 shares; 2025Q2: 5,683 shares; 2025Q3: 6,780 shares 6,780 $1.26M 0.07% +1,097 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,989 shares; 2025Q3: 35,225 shares 35,225 $1.24M 0.07% +10,236 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: 21,698 shares; 2024Q4: 17,997 shares; 2025Q1: 12,806 shares; 2025Q2: 11,497 shares; 2025Q3: 11,414 shares 11,414 $1.24M 0.07% -83 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,917 shares; 2024Q4: 5,077 shares; 2025Q1: 4,066 shares; 2025Q2: 3,831 shares; 2025Q3: 3,536 shares 3,536 $1.24M 0.07% -295 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 8,111 shares; 2025Q1: 7,545 shares; 2025Q2: 6,846 shares; 2025Q3: 6,441 shares 6,441 $1.24M 0.07% -405 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 15,681 shares; 2025Q1: 12,441 shares; 2025Q2: 11,696 shares; 2025Q3: 9,976 shares 9,976 $1.22M 0.07% -1,720 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: 4,562 shares; 2024Q4: 4,475 shares; 2025Q1: 4,460 shares; 2025Q2: 4,316 shares; 2025Q3: 4,312 shares 4,312 $1.22M 0.07% -4 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: 9,075 shares; 2024Q4: 16,157 shares; 2025Q1: 14,970 shares; 2025Q2: 13,499 shares; 2025Q3: 12,978 shares 12,978 $1.21M 0.07% -521 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: 8,029 shares; 2024Q4: 9,539 shares; 2025Q1: 11,458 shares; 2025Q2: 27,488 shares; 2025Q3: 26,818 shares 26,818 $1.19M 0.06% -670 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,834 shares; 2024Q4: 120,673 shares; 2025Q1: 114,846 shares; 2025Q2: 109,706 shares; 2025Q3: 94,109 shares 94,109 $1.19M 0.06% -15,597 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: 8,343 shares; 2024Q4: 8,026 shares; 2025Q1: 7,477 shares; 2025Q2: 7,018 shares; 2025Q3: 6,331 shares 6,331 $1.19M 0.06% -687 Timeline NVR NVR INC More: the full row for NVR 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: 146 shares; 2025Q3: 146 shares 146 $1.17M 0.06% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,316 shares; 2025Q1: 3,523 shares; 2025Q2: 3,374 shares; 2025Q3: 3,331 shares 3,331 $1.15M 0.06% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,023 shares; 2025Q3: 25,644 shares 25,644 $1.13M 0.06% +13,621 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,808 shares; 2025Q3: 8,942 shares 8,942 $1.12M 0.06% +6,134 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: 967 shares; 2024Q4: 2,313 shares; 2025Q1: 2,127 shares; 2025Q2: 2,177 shares; 2025Q3: 2,184 shares 2,184 $1.1M 0.06% +7 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: 25,685 shares; 2024Q4: 32,633 shares; 2025Q1: 39,367 shares; 2025Q2: 36,891 shares; 2025Q3: 21,161 shares 21,161 $1.07M 0.06% -15,730 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,944 shares; 2025Q3: 129,614 shares 129,614 $1.06M 0.06% -22,330 LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,594 shares; 2024Q4: 13,705 shares; 2025Q1: 12,536 shares; 2025Q2: 39,328 shares; 2025Q3: 34,359 shares 34,359 $1.05M 0.06% -4,969 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,095 shares; 2024Q4: 14,095 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 10,586 shares 10,586 $1.05M 0.06% -3,509 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,315 shares; 2024Q4: 13,991 shares; 2025Q1: 13,689 shares; 2025Q2: 13,697 shares; 2025Q3: 13,656 shares 13,656 $1.04M 0.06% -41 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares 20,115 $1.04M 0.06% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 23,080 shares; 2025Q1: 23,080 shares; 2025Q2: 21,772 shares; 2025Q3: 20,699 shares 20,699 $1.03M 0.06% -1,073 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 14,699 shares; 2025Q1: 13,558 shares; 2025Q2: 12,318 shares; 2025Q3: 12,118 shares 12,118 $1.03M 0.06% -200 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,245 shares; 2025Q3: 5,582 shares 5,582 $1.01M 0.05% +1,337 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 3,974 shares; 2025Q1: 3,776 shares; 2025Q2: 3,776 shares; 2025Q3: 4,029 shares 4,029 $995K 0.05% +253 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: 15,335 shares; 2024Q4: 19,855 shares; 2025Q1: 18,801 shares; 2025Q2: 18,872 shares; 2025Q3: 19,226 shares 19,226 $992K 0.05% +354 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,272 shares; 2025Q1: 1,269 shares; 2025Q2: 1,231 shares; 2025Q3: 1,466 shares 1,466 $981K 0.05% +235 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,857 shares; 2025Q1: 3,787 shares; 2025Q2: 3,775 shares; 2025Q3: 3,760 shares 3,760 $980K 0.05% -15 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,332 shares; 2024Q4: 37,546 shares; 2025Q1: 35,989 shares; 2025Q2: 32,635 shares; 2025Q3: 30,312 shares 30,312 $969K 0.05% -2,323 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,346 shares; 2024Q4: 22,405 shares; 2025Q1: 53,488 shares; 2025Q2: 72,185 shares; 2025Q3: 71,750 shares 71,750 $964K 0.05% -435 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,741 shares; 2025Q1: 2,641 shares; 2025Q2: 2,504 shares; 2025Q3: 2,069 shares 2,069 $946K 0.05% -435 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: 3,083 shares; 2024Q4: 3,110 shares; 2025Q1: 2,920 shares; 2025Q2: 2,864 shares; 2025Q3: 2,813 shares 2,813 $923K 0.05% -51 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,031 shares; 2024Q4: 18,835 shares; 2025Q1: 16,851 shares; 2025Q2: 15,221 shares; 2025Q3: 14,969 shares 14,969 $916K 0.05% -252 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 26,897 shares 26,897 $898K 0.05% new Timeline DFAE 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: 33,994 shares; 2024Q4: 33,374 shares; 2025Q1: 32,738 shares; 2025Q2: 29,943 shares; 2025Q3: 28,303 shares 28,303 $892K 0.05% -1,640 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,235 shares; 2024Q4: 56,291 shares; 2025Q1: 51,587 shares; 2025Q2: 51,593 shares; 2025Q3: 51,599 shares 51,599 $891K 0.05% +6 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 5,572 shares; 2025Q1: 5,225 shares; 2025Q2: 5,085 shares; 2025Q3: 4,352 shares 4,352 $878K 0.05% -733 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 23,205 shares; 2025Q1: 22,555 shares; 2025Q2: 22,555 shares; 2025Q3: 22,555 shares 22,555 $849K 0.05% 0 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: 2,855 shares; 2024Q4: 3,178 shares; 2025Q1: 3,372 shares; 2025Q2: 3,316 shares; 2025Q3: 3,742 shares 3,742 $822K 0.04% +426 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: 6,019 shares; 2024Q4: 5,967 shares; 2025Q1: 5,994 shares; 2025Q2: 5,857 shares; 2025Q3: 5,737 shares 5,737 $806K 0.04% -120 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,346 shares 8,346 $806K 0.04% new 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: 15,829 shares; 2024Q4: 6,050 shares; 2025Q1: 3,522 shares; 2025Q2: 4,206 shares; 2025Q3: 7,245 shares 7,245 $787K 0.04% +3,039 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,140 shares; 2024Q4: 31,814 shares; 2025Q1: 31,130 shares; 2025Q2: 29,965 shares; 2025Q3: 28,092 shares 28,092 $784K 0.04% -1,873 SMLF 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: 17,384 shares; 2024Q4: 14,010 shares; 2025Q1: 12,094 shares; 2025Q2: 11,064 shares; 2025Q3: 10,290 shares 10,290 $765K 0.04% -774 Timeline HYD 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: 13,959 shares; 2024Q4: 11,859 shares; 2025Q1: 12,545 shares; 2025Q2: 13,994 shares; 2025Q3: 14,986 shares 14,986 $763K 0.04% +992 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: 1,320 shares; 2024Q4: 1,319 shares; 2025Q1: 1,265 shares; 2025Q2: 1,276 shares; 2025Q3: 1,236 shares 1,236 $757K 0.04% -40 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,921 shares; 2024Q4: 30,294 shares; 2025Q1: 28,986 shares; 2025Q2: 27,643 shares; 2025Q3: 26,082 shares 26,082 $741K 0.04% -1,561 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,964 shares; 2024Q4: 37,710 shares; 2025Q1: 35,741 shares; 2025Q2: 20,483 shares; 2025Q3: 11,534 shares 11,534 $741K 0.04% -8,949 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,473 shares; 2025Q1: 9,198 shares; 2025Q2: 9,085 shares; 2025Q3: 9,015 shares 9,015 $739K 0.04% -70 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 1,992 shares; 2025Q3: 2,226 shares 2,226 $732K 0.04% +234 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,055 shares; 2024Q4: 61,341 shares; 2025Q1: 58,743 shares; 2025Q2: 58,052 shares; 2025Q3: 59,558 shares 59,558 $731K 0.04% +1,506 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: 9,856 shares; 2024Q4: 10,556 shares; 2025Q1: 10,556 shares; 2025Q2: 10,356 shares; 2025Q3: 9,506 shares 9,506 $726K 0.04% -850 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: 16,875 shares; 2024Q4: 16,157 shares; 2025Q1: 15,581 shares; 2025Q2: 15,716 shares; 2025Q3: 15,981 shares 15,981 $712K 0.04% +265 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: 3,479 shares; 2024Q4: 3,373 shares; 2025Q1: 3,378 shares; 2025Q2: 3,278 shares; 2025Q3: 3,282 shares 3,282 $708K 0.04% +4 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE 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: 2,062 shares; 2025Q3: 7,468 shares 7,468 $703K 0.04% +5,406 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: 18,955 shares; 2024Q4: 18,223 shares; 2025Q1: 17,217 shares; 2025Q2: 16,217 shares; 2025Q3: 12,898 shares 12,898 $700K 0.04% -3,319 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: 481 shares; 2024Q4: 2,351 shares; 2025Q1: 1,541 shares; 2025Q2: 1,561 shares; 2025Q3: 1,552 shares 1,552 $694K 0.04% -9 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL 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: 7,821 shares; 2025Q2: 10,919 shares; 2025Q3: 10,733 shares 10,733 $683K 0.04% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,651 shares; 2025Q3: 8,253 shares 8,253 $680K 0.04% -398 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,559 shares; 2025Q2: 25,290 shares; 2025Q3: 24,434 shares 24,434 $673K 0.04% -856 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,129 shares; 2024Q4: 16,958 shares; 2025Q1: 16,184 shares; 2025Q2: 15,479 shares; 2025Q3: 14,511 shares 14,511 $671K 0.04% -968 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: 4,664 shares; 2024Q4: 4,523 shares; 2025Q1: 4,491 shares; 2025Q2: 4,476 shares; 2025Q3: 4,251 shares 4,251 $660K 0.04% -225 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,942 shares; 2024Q4: 37,857 shares; 2025Q1: 36,737 shares; 2025Q2: 32,075 shares; 2025Q3: 27,967 shares 27,967 $647K 0.03% -4,108 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: 1,118 shares; 2024Q4: 1,039 shares; 2025Q1: 986 shares; 2025Q2: 1,107 shares; 2025Q3: 1,136 shares 1,136 $646K 0.03% +29 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 7,877 shares; 2025Q1: 7,753 shares; 2025Q2: 6,642 shares; 2025Q3: 6,457 shares 6,457 $642K 0.03% -185 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: 972 shares; 2024Q4: 1,556 shares; 2025Q1: 890 shares; 2025Q2: 958 shares; 2025Q3: 840 shares 840 $641K 0.03% -118 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,226 shares; 2025Q1: 9,226 shares; 2025Q2: 9,226 shares; 2025Q3: 8,734 shares 8,734 $640K 0.03% -492 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,738 shares; 2025Q2: 10,174 shares; 2025Q3: 9,926 shares 9,926 $632K 0.03% -248 Timeline MLPX 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: 11,475 shares; 2024Q4: 10,613 shares; 2025Q1: 10,441 shares; 2025Q2: 10,023 shares; 2025Q3: 10,020 shares 10,020 $628K 0.03% -3 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,664 shares; 2024Q4: 64,109 shares; 2025Q1: 54,275 shares; 2025Q2: 49,745 shares; 2025Q3: 40,511 shares 40,511 $620K 0.03% -9,234 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,604 shares; 2025Q2: 18,074 shares; 2025Q3: 35,269 shares 35,269 $618K 0.03% +17,195 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,494 shares; 2024Q4: 20,520 shares; 2025Q1: 20,275 shares; 2025Q2: 19,220 shares; 2025Q3: 17,727 shares 17,727 $611K 0.03% -1,493 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,163 shares; 2025Q1: 8,138 shares; 2025Q2: 8,108 shares; 2025Q3: 7,777 shares 7,777 $590K 0.03% -331 Timeline SCHE 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: 36,146 shares; 2024Q4: 30,908 shares; 2025Q1: 26,005 shares; 2025Q2: 20,608 shares; 2025Q3: 17,680 shares 17,680 $590K 0.03% -2,928 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 4,590 shares; 2025Q1: 4,316 shares; 2025Q2: 4,067 shares; 2025Q3: 4,610 shares 4,610 $586K 0.03% +543 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,021 shares; 2024Q4: 46,853 shares; 2025Q1: 42,872 shares; 2025Q2: 40,450 shares; 2025Q3: 31,839 shares 31,839 $583K 0.03% -8,611 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 30,275 shares; 2025Q1: 24,189 shares; 2025Q2: 23,936 shares; 2025Q3: 22,126 shares 22,126 $569K 0.03% -1,810 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: 1,939 shares; 2024Q4: 1,899 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,534 shares 1,534 $567K 0.03% -83 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: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,732 shares; 2025Q2: 1,741 shares; 2025Q3: 2,019 shares 2,019 $564K 0.03% +278 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 13,989 shares; 2025Q3: 13,931 shares 13,931 $563K 0.03% -58 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 16,051 shares; 2025Q1: 15,328 shares; 2025Q2: 13,042 shares; 2025Q3: 12,252 shares 12,252 $560K 0.03% -790 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: 1,681 shares; 2024Q4: 1,716 shares; 2025Q1: 1,687 shares; 2025Q2: 1,647 shares; 2025Q3: 1,651 shares 1,651 $548K 0.03% +4 Timeline GNMA 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: 5,451 shares; 2025Q1: 6,272 shares; 2025Q2: 12,104 shares; 2025Q3: 12,311 shares 12,311 $546K 0.03% +207 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,967 shares 1,967 $541K 0.03% +690 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: 4,509 shares; 2024Q4: 5,309 shares; 2025Q1: 4,071 shares; 2025Q2: 4,506 shares; 2025Q3: 3,906 shares 3,906 $523K 0.03% -600 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 6,399 shares; 2025Q1: 6,286 shares; 2025Q2: 5,524 shares; 2025Q3: 5,235 shares 5,235 $523K 0.03% -289 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,734 shares; 2024Q4: 41,585 shares; 2025Q1: 39,906 shares; 2025Q2: 39,495 shares; 2025Q3: 43,648 shares 43,648 $522K 0.03% +4,153 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: 766 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 823 shares; 2025Q3: 866 shares 866 $520K 0.03% +43 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: 3,760 shares; 2024Q4: 3,764 shares; 2025Q1: 3,546 shares; 2025Q2: 3,284 shares; 2025Q3: 3,288 shares 3,288 $520K 0.03% +4 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,249 shares; 2025Q1: 12,318 shares; 2025Q2: 12,011 shares; 2025Q3: 11,425 shares 11,425 $517K 0.03% -586 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: 10,717 shares; 2024Q4: 11,331 shares; 2025Q1: 2,801 shares; 2025Q2: 1,111 shares; 2025Q3: 1,017 shares 1,017 $508K 0.03% -94 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,531 shares; 2025Q3: 2,462 shares 2,462 $503K 0.03% -69 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 5,170 shares; 2025Q2: 6,360 shares; 2025Q3: 5,993 shares 5,993 $501K 0.03% -367 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares 3,540 $459K 0.02% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,207 shares; 2025Q3: 7,999 shares 7,999 $458K 0.02% +1,792 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: 4,692 shares; 2024Q4: 4,572 shares; 2025Q1: 4,210 shares; 2025Q2: 3,690 shares; 2025Q3: 4,277 shares 4,277 $457K 0.02% +587 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: 3,886 shares; 2024Q4: 3,743 shares; 2025Q1: 3,792 shares; 2025Q2: 3,436 shares; 2025Q3: 3,353 shares 3,353 $456K 0.02% -83 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: 416 shares; 2024Q4: 469 shares; 2025Q1: 441 shares; 2025Q2: 471 shares; 2025Q3: 484 shares 484 $448K 0.02% +13 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 2,117 shares 2,117 $448K 0.02% +90 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: 997 shares; 2024Q4: 2,524 shares; 2025Q1: 3,055 shares; 2025Q2: 1,968 shares; 2025Q3: 1,951 shares 1,951 $444K 0.02% -17 Timeline JPUS 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: 4,136 shares; 2024Q4: 4,071 shares; 2025Q1: 3,648 shares; 2025Q2: 3,593 shares; 2025Q3: 3,576 shares 3,576 $443K 0.02% -17 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: 2,988 shares; 2024Q4: 2,801 shares; 2025Q1: 3,697 shares; 2025Q2: 3,574 shares; 2025Q3: 3,804 shares 3,804 $441K 0.02% +230 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,637 shares; 2025Q3: 22,406 shares 22,406 $438K 0.02% -1,231 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: 4,582 shares; 2024Q4: 4,335 shares; 2025Q1: 4,336 shares; 2025Q2: 4,388 shares; 2025Q3: 4,326 shares 4,326 $435K 0.02% -62 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,280 shares; 2025Q1: 4,037 shares; 2025Q2: 3,933 shares; 2025Q3: 4,172 shares 4,172 $428K 0.02% +239 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: 11,836 shares; 2024Q4: 14,150 shares; 2025Q1: 13,013 shares; 2025Q2: 8,574 shares; 2025Q3: 4,514 shares 4,514 $427K 0.02% -4,060 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: 4,822 shares; 2024Q4: 4,251 shares; 2025Q1: 3,615 shares; 2025Q2: 2,382 shares; 2025Q3: 1,766 shares 1,766 $417K 0.02% -616 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: 6,445 shares; 2024Q4: 6,399 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 6,304 shares 6,304 $411K 0.02% -95 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,161 shares; 2024Q4: 20,724 shares; 2025Q1: 29,326 shares; 2025Q2: 28,981 shares; 2025Q3: 17,272 shares 17,272 $408K 0.02% -11,709 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: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 854 shares; 2025Q3: 857 shares 857 $401K 0.02% +3 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: 595 shares; 2024Q4: 590 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 528 shares 528 $400K 0.02% +5 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: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,392 shares; 2025Q2: 3,264 shares; 2025Q3: 3,194 shares 3,194 $397K 0.02% -70 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: 3,330 shares; 2024Q4: 3,336 shares; 2025Q1: 3,295 shares; 2025Q2: 3,288 shares; 2025Q3: 3,291 shares 3,291 $391K 0.02% +3 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: 8,141 shares; 2024Q4: 7,491 shares; 2025Q1: 7,267 shares; 2025Q2: 7,174 shares; 2025Q3: 6,623 shares 6,623 $389K 0.02% -551 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES 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: 15,073 shares 15,073 $388K 0.02% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 4,296 shares; 2025Q1: 3,067 shares; 2025Q2: 1,418 shares; 2025Q3: 1,125 shares 1,125 $379K 0.02% -293 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: 1,170 shares; 2024Q4: 1,065 shares; 2025Q1: 1,040 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares 1,036 $379K 0.02% 0 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: 5,134 shares; 2024Q4: 4,277 shares; 2025Q1: 4,272 shares; 2025Q2: 4,162 shares; 2025Q3: 3,723 shares 3,723 $378K 0.02% -439 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: 5,286 shares; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,488 shares; 2025Q3: 4,488 shares 4,488 $378K 0.02% 0 Timeline DFAU 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: 8,239 shares; 2024Q4: 8,239 shares; 2025Q1: 8,239 shares; 2025Q2: 8,239 shares; 2025Q3: 8,239 shares 8,239 $377K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 9,044 shares; 2025Q1: 6,396 shares; 2025Q2: 6,258 shares; 2025Q3: 6,264 shares 6,264 $374K 0.02% +6 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: 3,287 shares; 2024Q4: 3,289 shares; 2025Q1: 3,287 shares; 2025Q2: 3,238 shares; 2025Q3: 3,244 shares 3,244 $371K 0.02% +6 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,641 shares; 2025Q1: 4,641 shares; 2025Q2: 4,440 shares; 2025Q3: 4,390 shares 4,390 $360K 0.02% -50 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,581 shares; 2024Q4: 5,408 shares; 2025Q1: 5,349 shares; 2025Q2: 5,172 shares; 2025Q3: 5,355 shares 5,355 $353K 0.02% +183 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,949 shares 3,949 $347K 0.02% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,656 shares; 2024Q4: 47,668 shares; 2025Q1: 46,288 shares; 2025Q2: 43,359 shares; 2025Q3: 34,598 shares 34,598 $343K 0.02% -8,761 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 3,467 shares 3,467 $342K 0.02% +1,111 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,086 shares; 2025Q1: 955 shares; 2025Q2: 930 shares; 2025Q3: 879 shares 879 $341K 0.02% -51 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,644 shares; 2025Q1: 2,625 shares; 2025Q2: 2,570 shares; 2025Q3: 2,625 shares 2,625 $338K 0.02% +55 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: 3,720 shares; 2024Q4: 3,400 shares; 2025Q1: 3,375 shares; 2025Q2: 3,318 shares; 2025Q3: 3,283 shares 3,283 $335K 0.02% -35 Timeline SPMB 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: 14,874 shares; 2024Q4: 14,874 shares; 2025Q1: 14,874 shares; 2025Q2: 14,874 shares; 2025Q3: 14,874 shares 14,874 $334K 0.02% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,879 shares; 2025Q1: 4,591 shares; 2025Q2: 3,645 shares; 2025Q3: 3,901 shares 3,901 $325K 0.02% +256 Timeline FNDB 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: 3,933 shares; 2024Q4: 11,847 shares; 2025Q1: 12,125 shares; 2025Q2: 12,172 shares; 2025Q3: 12,209 shares 12,209 $314K 0.02% +37 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: 2,635 shares; 2024Q4: 1,953 shares; 2025Q1: 1,854 shares; 2025Q2: 1,658 shares; 2025Q3: 1,286 shares 1,286 $303K 0.02% -372 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,676 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,634 shares 3,634 $303K 0.02% +27 Timeline SCHA 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: 6,225 shares; 2024Q4: 10,810 shares; 2025Q1: 10,837 shares; 2025Q2: 10,218 shares; 2025Q3: 10,783 shares 10,783 $301K 0.02% +565 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,833 shares; 2025Q1: 18,560 shares; 2025Q2: 14,048 shares; 2025Q3: 11,959 shares 11,959 $299K 0.02% -2,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares 660 $294K 0.02% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 11,535 shares; 2025Q1: 11,139 shares; 2025Q2: 10,184 shares; 2025Q3: 10,371 shares 10,371 $294K 0.02% +187 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,734 shares; 2025Q1: 3,586 shares; 2025Q2: 3,470 shares; 2025Q3: 3,218 shares 3,218 $294K 0.02% -252 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,276 shares; 2025Q1: 15,276 shares; 2025Q2: 14,441 shares; 2025Q3: 14,241 shares 14,241 $290K 0.02% -200 Timeline MLN 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: 23,394 shares; 2024Q4: 22,005 shares; 2025Q1: 21,172 shares; 2025Q2: 21,172 shares; 2025Q3: 16,606 shares 16,606 $290K 0.02% -4,566 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: 9,969 shares; 2024Q4: 9,969 shares; 2025Q1: 9,878 shares; 2025Q2: 9,541 shares; 2025Q3: 8,915 shares 8,915 $286K 0.02% -626 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: 1,651 shares; 2024Q4: 2,489 shares; 2025Q1: 1,328 shares; 2025Q2: 1,363 shares; 2025Q3: 1,420 shares 1,420 $285K 0.02% +57 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: 5,112 shares; 2024Q4: 3,121 shares; 2025Q1: 2,962 shares; 2025Q2: 2,993 shares; 2025Q3: 3,362 shares 3,362 $282K 0.02% +369 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: 7,239 shares; 2025Q1: 5,228 shares; 2025Q2: 3,067 shares; 2025Q3: 1,971 shares 1,971 $282K 0.02% -1,096 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: 3,685 shares; 2024Q4: 10,756 shares; 2025Q1: 10,084 shares; 2025Q2: 10,101 shares; 2025Q3: 10,265 shares 10,265 $280K 0.02% +164 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 299 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares 291 $277K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares 1,198 $275K 0.01% 0 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: 2,434 shares; 2024Q4: 2,583 shares; 2025Q1: 2,113 shares; 2025Q2: 1,940 shares; 2025Q3: 1,644 shares 1,644 $274K 0.01% -296 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,336 shares; 2025Q3: 4,125 shares 4,125 $274K 0.01% +789 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 876 shares; 2025Q3: 768 shares 768 $273K 0.01% -108 Timeline FREL 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: 9,826 shares; 2024Q4: 8,399 shares; 2025Q1: 8,869 shares; 2025Q2: 9,893 shares; 2025Q3: 9,780 shares 9,780 $272K 0.01% -113 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,628 shares; 2025Q1: 3,530 shares; 2025Q2: 3,489 shares; 2025Q3: 3,052 shares 3,052 $271K 0.01% -437 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,125 shares; 2025Q1: 2,970 shares; 2025Q2: 2,907 shares; 2025Q3: 2,802 shares 2,802 $264K 0.01% -105 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 11,563 shares; 2025Q1: 10,205 shares; 2025Q2: 8,651 shares; 2025Q3: 6,616 shares 6,616 $263K 0.01% -2,035 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: 6,233 shares; 2024Q4: 5,918 shares; 2025Q1: 5,367 shares; 2025Q2: 4,177 shares; 2025Q3: 3,949 shares 3,949 $262K 0.01% -228 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: 1,266 shares; 2024Q4: 837 shares; 2025Q1: 856 shares; 2025Q2: 834 shares; 2025Q3: 804 shares 804 $260K 0.01% -30 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 217 shares 217 $260K 0.01% +11 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares 3,565 $259K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares 1,856 $259K 0.01% 0 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 6,556 shares; 2025Q1: 5,498 shares; 2025Q2: 5,301 shares; 2025Q3: 4,599 shares 4,599 $258K 0.01% -702 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: 4,475 shares; 2024Q4: 4,383 shares; 2025Q1: 4,360 shares; 2025Q2: 4,102 shares; 2025Q3: 4,235 shares 4,235 $254K 0.01% +133 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 8,814 shares; 2025Q1: 8,274 shares; 2025Q2: 7,852 shares; 2025Q3: 7,702 shares 7,702 $250K 0.01% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,366 shares 1,366 $249K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares 2,238 $248K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,855 shares 5,855 $248K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,265 shares; 2025Q1: 2,285 shares; 2025Q2: 2,169 shares; 2025Q3: 2,179 shares 2,179 $245K 0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: 1,569 shares; 2025Q2: 1,503 shares; 2025Q3: 1,501 shares 1,501 $243K 0.01% -2 Timeline SHYD 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: 12,070 shares; 2024Q4: 11,915 shares; 2025Q1: 11,191 shares; 2025Q2: 10,865 shares; 2025Q3: 10,603 shares 10,603 $243K 0.01% -262 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 613 shares; 2025Q2: 570 shares; 2025Q3: 570 shares 570 $241K 0.01% 0 Timeline PREMIER INC PREMIER INC More: the full row for PREMIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,579 shares 8,579 $238K 0.01% new MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,782 shares; 2024Q4: 34,093 shares; 2025Q1: 23,770 shares; 2025Q2: 16,611 shares; 2025Q3: 13,260 shares 13,260 $236K 0.01% -3,351 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: 1,234 shares; 2024Q4: 1,154 shares; 2025Q1: 943 shares; 2025Q2: 716 shares; 2025Q3: 696 shares 696 $232K 0.01% -20 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares 1,504 $229K 0.01% new Timeline SCHO 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: 5,358 shares; 2024Q4: 12,654 shares; 2025Q1: 9,753 shares; 2025Q2: 8,802 shares; 2025Q3: 9,353 shares 9,353 $228K 0.01% +551 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares 765 $225K 0.01% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,829 shares; 2025Q1: 9,829 shares; 2025Q2: 9,829 shares; 2025Q3: 8,979 shares 8,979 $222K 0.01% -850 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,252 shares 3,252 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,032 shares; 2025Q3: 4,032 shares 4,032 $214K 0.01% 0 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares 4,325 $211K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 9,155 shares; 2025Q1: 8,121 shares; 2025Q2: not reported; 2025Q3: 8,429 shares 8,429 $210K 0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 5,936 shares; 2025Q1: 5,759 shares; 2025Q2: 4,215 shares; 2025Q3: 3,272 shares 3,272 $207K 0.01% -943 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares 940 $205K 0.01% new Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 19,286 shares; 2025Q2: 3,649 shares; 2025Q3: 2,461 shares 2,461 $205K 0.01% -1,188 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: 848 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 674 shares 674 $202K 0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,007 shares; 2024Q4: 25,699 shares; 2025Q1: 25,345 shares; 2025Q2: 21,755 shares; 2025Q3: 16,544 shares 16,544 $177K 0.01% -5,211 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,780 shares; 2025Q2: 14,780 shares; 2025Q3: 14,780 shares 14,780 $149K 0.01% 0 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares 34,000 $84K <0.01% 0 Timeline