SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,462,363 shares; 2025Q1: 1,458,877 shares; 2025Q2: 1,465,966 shares; 2025Q3: 1,460,301 shares 1,460,301 $46.6M 1.96% -5,665 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: restricted; 2024Q4: 166,703 shares; 2025Q1: 163,025 shares; 2025Q2: 160,104 shares; 2025Q3: 166,914 shares 166,914 $42.5M 1.79% +6,810 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: restricted; 2024Q4: 72,841 shares; 2025Q1: 73,446 shares; 2025Q2: 74,038 shares; 2025Q3: 72,658 shares 72,658 $37.6M 1.58% -1,380 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: restricted; 2024Q4: 514,663 shares; 2025Q1: 511,444 shares; 2025Q2: 513,518 shares; 2025Q3: 508,585 shares 508,585 $30.5M 1.28% -4,933 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: restricted; 2024Q4: 92,756 shares; 2025Q1: 94,432 shares; 2025Q2: 94,961 shares; 2025Q3: 93,252 shares 93,252 $29.4M 1.24% -1,709 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: restricted; 2024Q4: 1,221,084 shares; 2025Q1: 1,232,337 shares; 2025Q2: 1,250,086 shares; 2025Q3: 1,254,623 shares 1,254,623 $29.2M 1.23% +4,537 Timeline SCHV 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: restricted; 2024Q4: 961,795 shares; 2025Q1: 973,372 shares; 2025Q2: 985,530 shares; 2025Q3: 1,001,064 shares 1,001,064 $29.1M 1.22% +15,534 Timeline MDYG 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: restricted; 2024Q4: 290,957 shares; 2025Q1: 298,859 shares; 2025Q2: 308,112 shares; 2025Q3: 316,064 shares 316,064 $28.9M 1.22% +7,952 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: restricted; 2024Q4: 115,968 shares; 2025Q1: 115,554 shares; 2025Q2: 115,338 shares; 2025Q3: 116,597 shares 116,597 $28.4M 1.19% +1,259 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: restricted; 2024Q4: 53,486 shares; 2025Q1: 53,219 shares; 2025Q2: 54,614 shares; 2025Q3: 54,957 shares 54,957 $27.6M 1.16% +343 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713,450 shares; 2025Q1: 724,423 shares; 2025Q2: 746,664 shares; 2025Q3: 750,112 shares 750,112 $27.4M 1.15% +3,448 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: restricted; 2024Q4: 293,139 shares; 2025Q1: 295,581 shares; 2025Q2: 302,859 shares; 2025Q3: 303,325 shares 303,325 $26.5M 1.11% +466 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: restricted; 2024Q4: 97,666 shares; 2025Q1: 98,221 shares; 2025Q2: 98,805 shares; 2025Q3: 93,628 shares 93,628 $26.3M 1.11% -5,177 Timeline FNDC 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: restricted; 2024Q4: 572,628 shares; 2025Q1: 577,140 shares; 2025Q2: 581,557 shares; 2025Q3: 581,371 shares 581,371 $25.9M 1.09% -186 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724,284 shares; 2025Q1: 738,578 shares; 2025Q2: 762,225 shares; 2025Q3: 770,416 shares 770,416 $24.9M 1.05% +8,191 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: restricted; 2024Q4: 53,710 shares; 2025Q1: 53,278 shares; 2025Q2: 53,109 shares; 2025Q3: 52,941 shares 52,941 $24.8M 1.04% -168 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,087 shares; 2025Q1: 209,294 shares; 2025Q2: 206,911 shares; 2025Q3: 203,848 shares 203,848 $24.6M 1.03% -3,063 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,843 shares; 2025Q1: 120,262 shares; 2025Q2: 119,440 shares; 2025Q3: 118,985 shares 118,985 $24.4M 1.03% -455 Timeline MDYV 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: restricted; 2024Q4: 273,646 shares; 2025Q1: 275,305 shares; 2025Q2: 278,533 shares; 2025Q3: 280,082 shares 280,082 $23.4M 0.98% +1,549 Timeline SLYG 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: restricted; 2024Q4: 235,513 shares; 2025Q1: 237,710 shares; 2025Q2: 241,820 shares; 2025Q3: 247,057 shares 247,057 $23.3M 0.98% +5,237 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: restricted; 2024Q4: 78,694 shares; 2025Q1: 79,065 shares; 2025Q2: 80,449 shares; 2025Q3: 80,183 shares 80,183 $22.6M 0.95% -266 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,142 shares; 2025Q1: 161,730 shares; 2025Q2: 160,166 shares; 2025Q3: 158,033 shares 158,033 $22.4M 0.94% -2,133 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,562 shares; 2025Q1: 36,758 shares; 2025Q2: 36,332 shares; 2025Q3: 34,360 shares 34,360 $22.3M 0.94% -1,972 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: restricted; 2024Q4: 207,320 shares; 2025Q1: 203,918 shares; 2025Q2: 199,510 shares; 2025Q3: 197,897 shares 197,897 $21.9M 0.92% -1,613 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: restricted; 2024Q4: 130,502 shares; 2025Q1: 131,324 shares; 2025Q2: 131,238 shares; 2025Q3: 130,069 shares 130,069 $21.8M 0.91% -1,169 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474,197 shares; 2025Q1: 474,624 shares; 2025Q2: 470,749 shares; 2025Q3: 468,694 shares 468,694 $21.3M 0.9% -2,055 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: restricted; 2024Q4: 142,303 shares; 2025Q1: 142,628 shares; 2025Q2: 144,150 shares; 2025Q3: 145,260 shares 145,260 $21M 0.88% +1,110 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,015 shares; 2025Q1: 191,106 shares; 2025Q2: 197,256 shares; 2025Q3: 199,058 shares 199,058 $20.8M 0.87% +1,802 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,709 shares; 2025Q1: 32,687 shares; 2025Q2: 34,424 shares; 2025Q3: 35,365 shares 35,365 $20.7M 0.87% +941 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,423 shares; 2025Q1: 101,892 shares; 2025Q2: 98,683 shares; 2025Q3: 96,951 shares 96,951 $20.5M 0.86% -1,732 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,978 shares; 2025Q1: 98,533 shares; 2025Q2: 97,933 shares; 2025Q3: 96,875 shares 96,875 $20M 0.84% -1,058 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,816 shares; 2025Q1: 50,348 shares; 2025Q2: 53,786 shares; 2025Q3: 55,988 shares 55,988 $19.6M 0.82% +2,202 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: restricted; 2024Q4: 16,882 shares; 2025Q1: 16,954 shares; 2025Q2: 17,760 shares; 2025Q3: 17,691 shares 17,691 $19.1M 0.8% -69 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: restricted; 2024Q4: 55,814 shares; 2025Q1: 55,704 shares; 2025Q2: 55,856 shares; 2025Q3: 55,738 shares 55,738 $18.5M 0.78% -118 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,147 shares; 2025Q1: 78,550 shares; 2025Q2: 77,827 shares; 2025Q3: 77,681 shares 77,681 $18.3M 0.77% -146 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: restricted; 2024Q4: 91,180 shares; 2025Q1: 90,259 shares; 2025Q2: 89,758 shares; 2025Q3: 89,074 shares 89,074 $18.1M 0.76% -684 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: restricted; 2024Q4: 23,920 shares; 2025Q1: 24,180 shares; 2025Q2: 24,456 shares; 2025Q3: 24,419 shares 24,419 $17.9M 0.75% -37 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: restricted; 2024Q4: 240,125 shares; 2025Q1: 241,248 shares; 2025Q2: 231,178 shares; 2025Q3: 215,861 shares 215,861 $17.7M 0.74% -15,317 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,039 shares; 2025Q1: 36,703 shares; 2025Q2: 37,203 shares; 2025Q3: 37,090 shares 37,090 $17.7M 0.74% -113 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,774 shares; 2025Q1: 31,360 shares; 2025Q2: 32,000 shares; 2025Q3: 32,162 shares 32,162 $17.6M 0.74% +162 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: restricted; 2024Q4: 14,855 shares; 2025Q1: 16,010 shares; 2025Q2: 17,362 shares; 2025Q3: 18,129 shares 18,129 $17.3M 0.73% +767 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,467 shares; 2025Q1: 52,401 shares; 2025Q2: 51,720 shares; 2025Q3: 31,764 shares 31,764 $17.2M 0.72% -19,956 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: restricted; 2024Q4: 173,736 shares; 2025Q1: 171,753 shares; 2025Q2: 168,340 shares; 2025Q3: 160,647 shares 160,647 $16.6M 0.7% -7,693 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,298 shares; 2025Q1: 61,484 shares; 2025Q2: 64,150 shares; 2025Q3: 66,237 shares 66,237 $16.4M 0.69% +2,087 Timeline SLYV 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: restricted; 2024Q4: 173,392 shares; 2025Q1: 174,495 shares; 2025Q2: 177,470 shares; 2025Q3: 178,809 shares 178,809 $15.9M 0.67% +1,339 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,382 shares; 2025Q1: 63,078 shares; 2025Q2: 62,180 shares; 2025Q3: 61,252 shares 61,252 $15.1M 0.63% -928 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,387 shares; 2025Q1: 68,300 shares; 2025Q2: 74,327 shares; 2025Q3: 79,344 shares 79,344 $14.9M 0.63% +5,017 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,504 shares; 2025Q1: 149,023 shares; 2025Q2: 159,143 shares; 2025Q3: 167,862 shares 167,862 $14.8M 0.62% +8,719 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: restricted; 2024Q4: 50,738 shares; 2025Q1: 51,971 shares; 2025Q2: 53,201 shares; 2025Q3: 53,171 shares 53,171 $14.8M 0.62% -30 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: restricted; 2024Q4: 37,618 shares; 2025Q1: 37,286 shares; 2025Q2: 38,010 shares; 2025Q3: 39,153 shares 39,153 $14.5M 0.61% +1,143 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: restricted; 2024Q4: 17,457 shares; 2025Q1: 17,528 shares; 2025Q2: 18,145 shares; 2025Q3: 18,576 shares 18,576 $14.4M 0.6% +431 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: restricted; 2024Q4: 57,466 shares; 2025Q1: 57,372 shares; 2025Q2: 57,254 shares; 2025Q3: 56,700 shares 56,700 $14M 0.59% -554 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,414 shares; 2025Q1: 182,633 shares; 2025Q2: 184,111 shares; 2025Q3: 180,135 shares 180,135 $13.8M 0.58% -3,976 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,669 shares; 2025Q1: 143,956 shares; 2025Q2: 142,933 shares; 2025Q3: 142,029 shares 142,029 $13.6M 0.57% -904 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: restricted; 2024Q4: 109,282 shares; 2025Q1: 106,554 shares; 2025Q2: 106,052 shares; 2025Q3: 104,948 shares 104,948 $13.6M 0.57% -1,104 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: restricted; 2024Q4: 120,470 shares; 2025Q1: 121,239 shares; 2025Q2: 117,643 shares; 2025Q3: 113,464 shares 113,464 $13.4M 0.56% -4,179 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: restricted; 2024Q4: 189,182 shares; 2025Q1: 195,034 shares; 2025Q2: 196,667 shares; 2025Q3: 195,284 shares 195,284 $13.4M 0.56% -1,383 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,168 shares; 2025Q1: 51,093 shares; 2025Q2: 54,090 shares; 2025Q3: 56,071 shares 56,071 $13.4M 0.56% +1,981 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: restricted; 2024Q4: 86,716 shares; 2025Q1: 87,798 shares; 2025Q2: 87,344 shares; 2025Q3: 86,777 shares 86,777 $13.3M 0.56% -567 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,105 shares; 2025Q1: 45,106 shares; 2025Q2: 44,680 shares; 2025Q3: 44,997 shares 44,997 $13.2M 0.56% +317 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,252 shares; 2025Q1: 64,200 shares; 2025Q2: 60,517 shares; 2025Q3: 57,936 shares 57,936 $13.1M 0.55% -2,581 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,201 shares; 2025Q1: 88,514 shares; 2025Q2: 95,130 shares; 2025Q3: 98,994 shares 98,994 $13M 0.55% +3,864 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,300 shares; 2025Q1: 18,352 shares; 2025Q2: 19,416 shares; 2025Q3: 20,222 shares 20,222 $12.7M 0.54% +806 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: restricted; 2024Q4: 16,297 shares; 2025Q1: 16,441 shares; 2025Q2: 16,751 shares; 2025Q3: 16,672 shares 16,672 $12.6M 0.53% -79 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,089 shares; 2025Q1: 214,779 shares; 2025Q2: 221,815 shares; 2025Q3: 228,330 shares 228,330 $12.6M 0.53% +6,515 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,931 shares; 2025Q1: 138,957 shares; 2025Q2: 141,931 shares; 2025Q3: 140,865 shares 140,865 $12.5M 0.53% -1,066 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 49,493 shares; 2025Q3: 90,601 shares 90,601 $12.5M 0.52% +41,108 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: restricted; 2024Q4: 55,647 shares; 2025Q1: 56,536 shares; 2025Q2: 56,668 shares; 2025Q3: 55,734 shares 55,734 $12.1M 0.51% -934 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,083 shares; 2025Q1: 48,297 shares; 2025Q2: 48,696 shares; 2025Q3: 49,028 shares 49,028 $12M 0.51% +332 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: restricted; 2024Q4: 339,453 shares; 2025Q1: 341,963 shares; 2025Q2: 334,377 shares; 2025Q3: 338,246 shares 338,246 $12M 0.5% +3,869 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,815 shares; 2025Q1: 16,792 shares; 2025Q2: 17,406 shares; 2025Q3: 17,465 shares 17,465 $11.9M 0.5% +59 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: restricted; 2024Q4: 35,029 shares; 2025Q1: 35,036 shares; 2025Q2: 34,855 shares; 2025Q3: 34,815 shares 34,815 $11.9M 0.5% -40 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: restricted; 2024Q4: 86,304 shares; 2025Q1: 90,141 shares; 2025Q2: 93,366 shares; 2025Q3: 96,621 shares 96,621 $11.8M 0.5% +3,255 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,023 shares; 2025Q1: 82,370 shares; 2025Q2: 81,684 shares; 2025Q3: 81,507 shares 81,507 $11.8M 0.5% -177 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,864 shares; 2025Q1: 31,806 shares; 2025Q2: 32,604 shares; 2025Q3: 37,278 shares 37,278 $11.4M 0.48% +4,674 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,067 shares; 2025Q1: 21,842 shares; 2025Q2: 21,680 shares; 2025Q3: 21,782 shares 21,782 $10.9M 0.46% +102 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: restricted; 2024Q4: 54,704 shares; 2025Q1: 55,026 shares; 2025Q2: 55,779 shares; 2025Q3: 56,183 shares 56,183 $10.4M 0.44% +404 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,516 shares; 2025Q1: 19,934 shares; 2025Q2: 21,026 shares; 2025Q3: 20,926 shares 20,926 $10.3M 0.43% -100 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,373 shares; 2025Q1: 155,250 shares; 2025Q2: 169,728 shares; 2025Q3: 180,223 shares 180,223 $10.2M 0.43% +10,495 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: restricted; 2024Q4: 37,074 shares; 2025Q1: 38,769 shares; 2025Q2: 37,074 shares; 2025Q3: 35,567 shares 35,567 $10.2M 0.43% -1,507 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: restricted; 2024Q4: 11,584 shares; 2025Q1: 11,449 shares; 2025Q2: 11,333 shares; 2025Q3: 10,908 shares 10,908 $10.1M 0.42% -425 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: restricted; 2024Q4: 50,954 shares; 2025Q1: 52,429 shares; 2025Q2: 52,400 shares; 2025Q3: 53,339 shares 53,339 $9.8M 0.41% +939 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,283 shares; 2025Q1: 67,605 shares; 2025Q2: 76,831 shares; 2025Q3: 78,019 shares 78,019 $9.65M 0.41% +1,188 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: restricted; 2024Q4: 122,020 shares; 2025Q1: 120,859 shares; 2025Q2: 117,049 shares; 2025Q3: 113,610 shares 113,610 $9.54M 0.4% -3,439 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,994 shares; 2025Q1: 26,315 shares; 2025Q2: 26,475 shares; 2025Q3: 26,635 shares 26,635 $9.5M 0.4% +160 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,084 shares; 2025Q1: 193,733 shares; 2025Q2: 211,530 shares; 2025Q3: 215,137 shares 215,137 $9.47M 0.4% +3,607 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: restricted; 2024Q4: 27,246 shares; 2025Q1: 27,410 shares; 2025Q2: 27,324 shares; 2025Q3: 27,038 shares 27,038 $9.37M 0.39% -286 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: restricted; 2024Q4: 79,508 shares; 2025Q1: 78,944 shares; 2025Q2: 78,469 shares; 2025Q3: 77,429 shares 77,429 $9.2M 0.39% -1,040 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: restricted; 2024Q4: 30,364 shares; 2025Q1: 30,491 shares; 2025Q2: 30,652 shares; 2025Q3: 30,782 shares 30,782 $9.03M 0.38% +130 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,481 shares; 2025Q1: 1,498 shares; 2025Q2: 1,593 shares; 2025Q3: 1,637 shares 1,637 $8.84M 0.37% +44 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,469 shares; 2025Q1: 39,062 shares; 2025Q2: 40,146 shares; 2025Q3: 39,122 shares 39,122 $8.79M 0.37% -1,024 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,332 shares; 2025Q1: 37,602 shares; 2025Q2: 33,501 shares; 2025Q3: 33,680 shares 33,680 $8.72M 0.37% +179 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,235 shares; 2025Q1: 19,020 shares; 2025Q2: 18,834 shares; 2025Q3: 18,787 shares 18,787 $8.71M 0.37% -47 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: restricted; 2024Q4: 132,069 shares; 2025Q1: 131,958 shares; 2025Q2: 131,684 shares; 2025Q3: 130,523 shares 130,523 $8.52M 0.36% -1,161 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: restricted; 2024Q4: 69,089 shares; 2025Q1: 70,940 shares; 2025Q2: 72,078 shares; 2025Q3: 73,570 shares 73,570 $8.42M 0.35% +1,492 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: restricted; 2024Q4: 102,932 shares; 2025Q1: 103,993 shares; 2025Q2: 104,189 shares; 2025Q3: 102,629 shares 102,629 $8.42M 0.35% -1,560 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,686 shares; 2025Q1: 59,815 shares; 2025Q2: 59,369 shares; 2025Q3: 58,422 shares 58,422 $8.32M 0.35% -947 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: restricted; 2024Q4: 57,268 shares; 2025Q1: 59,695 shares; 2025Q2: 62,787 shares; 2025Q3: 62,216 shares 62,216 $8.3M 0.35% -571 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,420 shares; 2025Q1: 23,114 shares; 2025Q2: 27,350 shares; 2025Q3: 30,573 shares 30,573 $8.26M 0.35% +3,223 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: restricted; 2024Q4: 22,227 shares; 2025Q1: 23,243 shares; 2025Q2: 23,732 shares; 2025Q3: 24,101 shares 24,101 $8.22M 0.35% +369 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,916 shares; 2025Q1: 31,628 shares; 2025Q2: 32,126 shares; 2025Q3: 32,752 shares 32,752 $8.16M 0.34% +626 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: restricted; 2024Q4: 18,151 shares; 2025Q1: 18,596 shares; 2025Q2: 18,837 shares; 2025Q3: 19,244 shares 19,244 $8.13M 0.34% +407 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: restricted; 2024Q4: 65,768 shares; 2025Q1: 64,481 shares; 2025Q2: 56,808 shares; 2025Q3: 56,548 shares 56,548 $7.94M 0.33% -260 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,093 shares; 2025Q1: 26,703 shares; 2025Q2: 26,540 shares; 2025Q3: 26,656 shares 26,656 $7.93M 0.33% +116 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: restricted; 2024Q4: 64,515 shares; 2025Q1: 67,224 shares; 2025Q2: 68,449 shares; 2025Q3: 69,978 shares 69,978 $7.89M 0.33% +1,529 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,167 shares; 2025Q1: 29,008 shares; 2025Q2: 28,665 shares; 2025Q3: 28,656 shares 28,656 $7.82M 0.33% -9 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,531 shares; 2025Q1: 45,508 shares; 2025Q2: 46,229 shares; 2025Q3: 46,903 shares 46,903 $7.79M 0.33% +674 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,681 shares; 2025Q1: 207,351 shares; 2025Q2: 221,022 shares; 2025Q3: 230,591 shares 230,591 $7.7M 0.32% +9,569 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: restricted; 2024Q4: 26,486 shares; 2025Q1: 27,344 shares; 2025Q2: 27,495 shares; 2025Q3: 26,882 shares 26,882 $7.59M 0.32% -613 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: restricted; 2024Q4: 38,172 shares; 2025Q1: 40,164 shares; 2025Q2: 40,502 shares; 2025Q3: 39,255 shares 39,255 $7.48M 0.31% -1,247 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: restricted; 2024Q4: 25,517 shares; 2025Q1: 25,844 shares; 2025Q2: 25,930 shares; 2025Q3: 25,788 shares 25,788 $7.43M 0.31% -142 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,333 shares; 2025Q1: 114,576 shares; 2025Q2: 114,610 shares; 2025Q3: 115,211 shares 115,211 $7.42M 0.31% +601 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: restricted; 2024Q4: 29,561 shares; 2025Q1: 30,236 shares; 2025Q2: 30,574 shares; 2025Q3: 30,892 shares 30,892 $7.28M 0.31% +318 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: restricted; 2024Q4: 35,215 shares; 2025Q1: 35,111 shares; 2025Q2: 35,278 shares; 2025Q3: 35,347 shares 35,347 $7.23M 0.3% +69 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,499 shares; 2025Q1: 13,656 shares; 2025Q2: 14,275 shares; 2025Q3: 14,823 shares 14,823 $7.21M 0.3% +548 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: restricted; 2024Q4: 21,787 shares; 2025Q1: 25,172 shares; 2025Q2: 29,104 shares; 2025Q3: 34,854 shares 34,854 $7.14M 0.3% +5,750 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,342 shares; 2025Q1: 100,683 shares; 2025Q2: 100,113 shares; 2025Q3: 100,219 shares 100,219 $7.12M 0.3% +106 Timeline EWU 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: restricted; 2024Q4: 191,737 shares; 2025Q1: 179,769 shares; 2025Q2: 178,603 shares; 2025Q3: 169,502 shares 169,502 $7.11M 0.3% -9,101 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: restricted; 2024Q4: 131,299 shares; 2025Q1: 133,600 shares; 2025Q2: 137,217 shares; 2025Q3: 137,598 shares 137,598 $7.1M 0.3% +381 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: restricted; 2024Q4: 61,741 shares; 2025Q1: 70,526 shares; 2025Q2: 69,420 shares; 2025Q3: 69,115 shares 69,115 $6.8M 0.29% -305 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 10,906 shares; 2025Q2: 23,188 shares; 2025Q3: 23,652 shares 23,652 $6.78M 0.28% +464 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,159 shares; 2025Q1: 67,719 shares; 2025Q2: 68,390 shares; 2025Q3: 70,071 shares 70,071 $6.69M 0.28% +1,681 Timeline IMCV 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: restricted; 2024Q4: 84,685 shares; 2025Q1: 83,472 shares; 2025Q2: 83,380 shares; 2025Q3: 83,155 shares 83,155 $6.68M 0.28% -225 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,477 shares; 2025Q2: 3,513 shares; 2025Q3: 3,468 shares 3,468 $6.63M 0.28% -45 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,540 shares; 2025Q1: 39,463 shares; 2025Q2: 39,274 shares; 2025Q3: 39,305 shares 39,305 $6.62M 0.28% +31 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,597 shares; 2025Q1: 48,120 shares; 2025Q2: 48,688 shares; 2025Q3: 47,700 shares 47,700 $6.61M 0.28% -988 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,041 shares 70,041 $6.57M 0.28% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,703 shares; 2025Q1: 23,490 shares; 2025Q2: 23,818 shares; 2025Q3: 21,621 shares 21,621 $6.48M 0.27% -2,197 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: restricted; 2024Q4: 26,354 shares; 2025Q1: 25,850 shares; 2025Q2: 26,096 shares; 2025Q3: 25,939 shares 25,939 $6.31M 0.26% -157 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,384 shares; 2025Q1: 46,472 shares; 2025Q2: 46,640 shares; 2025Q3: 46,477 shares 46,477 $6.21M 0.26% -163 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: restricted; 2024Q4: 14,446 shares; 2025Q1: 15,098 shares; 2025Q2: 15,170 shares; 2025Q3: 15,203 shares 15,203 $6.16M 0.26% +33 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: restricted; 2024Q4: 37,584 shares; 2025Q1: 38,830 shares; 2025Q2: 39,771 shares; 2025Q3: 39,219 shares 39,219 $6.16M 0.26% -552 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,165 shares; 2025Q1: 64,456 shares; 2025Q2: 61,044 shares; 2025Q3: 62,980 shares 62,980 $6M 0.25% +1,936 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,352 shares; 2025Q1: 19,944 shares; 2025Q2: 19,965 shares; 2025Q3: 19,970 shares 19,970 $5.93M 0.25% +5 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,670 shares; 2025Q1: 4,789 shares; 2025Q2: 4,907 shares; 2025Q3: 4,930 shares 4,930 $5.75M 0.24% +23 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,135 shares; 2025Q1: 47,194 shares; 2025Q2: 45,683 shares; 2025Q3: 46,184 shares 46,184 $5.72M 0.24% +501 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: restricted; 2024Q4: 34,379 shares; 2025Q1: 37,033 shares; 2025Q2: 35,814 shares; 2025Q3: 36,223 shares 36,223 $5.62M 0.24% +409 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,243 shares; 2025Q1: 123,252 shares; 2025Q2: 126,060 shares; 2025Q3: 127,956 shares 127,956 $5.5M 0.23% +1,896 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,597 shares; 2025Q1: 33,713 shares; 2025Q2: 40,196 shares; 2025Q3: 42,408 shares 42,408 $5.5M 0.23% +2,212 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,146 shares; 2025Q1: 15,332 shares; 2025Q2: 16,028 shares; 2025Q3: 15,456 shares 15,456 $5.45M 0.23% -572 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,490 shares; 2025Q1: 44,538 shares; 2025Q2: 45,245 shares; 2025Q3: 45,887 shares 45,887 $5.43M 0.23% +642 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,159 shares; 2025Q1: 85,719 shares; 2025Q2: 85,991 shares; 2025Q3: 86,068 shares 86,068 $5.37M 0.23% +77 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,083 shares; 2025Q1: 41,937 shares; 2025Q2: 40,732 shares; 2025Q3: 40,210 shares 40,210 $5.34M 0.22% -522 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: restricted; 2024Q4: 21,213 shares; 2025Q1: 21,745 shares; 2025Q2: 21,730 shares; 2025Q3: 21,390 shares 21,390 $5.27M 0.22% -340 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: restricted; 2024Q4: 17,433 shares; 2025Q1: 17,381 shares; 2025Q2: 15,246 shares; 2025Q3: 14,572 shares 14,572 $5.03M 0.21% -674 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: restricted; 2024Q4: 69,784 shares; 2025Q1: 77,942 shares; 2025Q2: 80,072 shares; 2025Q3: 74,742 shares 74,742 $5.01M 0.21% -5,330 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,353 shares; 2025Q1: 59,692 shares; 2025Q2: 59,094 shares; 2025Q3: 58,642 shares 58,642 $4.98M 0.21% -452 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: restricted; 2024Q4: 54,158 shares; 2025Q1: 56,835 shares; 2025Q2: 63,311 shares; 2025Q3: 65,519 shares 65,519 $4.94M 0.21% +2,208 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,452 shares; 2025Q1: 55,117 shares; 2025Q2: 45,236 shares; 2025Q3: 39,905 shares 39,905 $4.89M 0.21% -5,331 Timeline IGRO 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: restricted; 2024Q4: 63,345 shares; 2025Q1: 60,234 shares; 2025Q2: 60,254 shares; 2025Q3: 59,667 shares 59,667 $4.75M 0.2% -587 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: restricted; 2024Q4: 8,597 shares; 2025Q1: 8,586 shares; 2025Q2: 8,160 shares; 2025Q3: 8,329 shares 8,329 $4.74M 0.2% +169 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: restricted; 2024Q4: 46,301 shares; 2025Q1: 47,458 shares; 2025Q2: 47,973 shares; 2025Q3: 48,131 shares 48,131 $4.58M 0.19% +158 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: restricted; 2024Q4: 65,758 shares; 2025Q1: 66,996 shares; 2025Q2: 60,802 shares; 2025Q3: 54,681 shares 54,681 $4.46M 0.19% -6,121 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: restricted; 2024Q4: 86,197 shares; 2025Q1: 88,101 shares; 2025Q2: 90,815 shares; 2025Q3: 91,906 shares 91,906 $4.44M 0.19% +1,091 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,055 shares; 2025Q1: 49,566 shares; 2025Q2: 52,439 shares; 2025Q3: 53,062 shares 53,062 $4.34M 0.18% +623 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 14,186 shares; 2025Q3: 23,735 shares 23,735 $4.21M 0.18% +9,549 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253,782 shares; 2025Q1: 272,819 shares; 2025Q2: 272,819 shares; 2025Q3: 272,819 shares 272,819 $4.19M 0.18% 0 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,572 shares; 2025Q1: 106,989 shares; 2025Q2: 116,501 shares; 2025Q3: 95,251 shares 95,251 $4.18M 0.18% -21,250 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: restricted; 2024Q4: 160,045 shares; 2025Q1: 163,623 shares; 2025Q2: 162,278 shares; 2025Q3: 158,092 shares 158,092 $4.17M 0.18% -4,186 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: restricted; 2024Q4: 38,537 shares; 2025Q1: 36,859 shares; 2025Q2: 36,223 shares; 2025Q3: 36,757 shares 36,757 $3.99M 0.17% +534 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: restricted; 2024Q4: 13,288 shares; 2025Q1: 13,302 shares; 2025Q2: 14,155 shares; 2025Q3: 12,351 shares 12,351 $3.99M 0.17% -1,804 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,816 shares; 2025Q1: 18,010 shares; 2025Q2: 18,172 shares; 2025Q3: 18,329 shares 18,329 $3.97M 0.17% +157 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,448 shares; 2025Q1: 13,784 shares; 2025Q2: 13,430 shares; 2025Q3: 13,230 shares 13,230 $3.94M 0.17% -200 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: restricted; 2024Q4: 28,532 shares; 2025Q1: 29,491 shares; 2025Q2: 29,713 shares; 2025Q3: 29,319 shares 29,319 $3.93M 0.16% -394 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,656 shares; 2025Q1: 47,426 shares; 2025Q2: 49,187 shares; 2025Q3: 43,953 shares 43,953 $3.92M 0.16% -5,234 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: restricted; 2024Q4: 49,265 shares; 2025Q1: 57,780 shares; 2025Q2: 65,504 shares; 2025Q3: 62,876 shares 62,876 $3.8M 0.16% -2,628 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,517 shares; 2025Q1: 18,382 shares; 2025Q2: 17,983 shares; 2025Q3: 17,776 shares 17,776 $3.8M 0.16% -207 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: restricted; 2024Q4: 125,463 shares; 2025Q1: 123,235 shares; 2025Q2: 123,130 shares; 2025Q3: 120,276 shares 120,276 $3.78M 0.16% -2,854 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,129 shares; 2025Q1: 25,415 shares; 2025Q2: 24,299 shares; 2025Q3: 23,132 shares 23,132 $3.74M 0.16% -1,167 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: restricted; 2024Q4: 5,176 shares; 2025Q1: 5,714 shares; 2025Q2: 7,096 shares; 2025Q3: 7,395 shares 7,395 $3.69M 0.16% +299 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: restricted; 2024Q4: 5,257 shares; 2025Q1: 5,561 shares; 2025Q2: 5,837 shares; 2025Q3: 5,803 shares 5,803 $3.55M 0.15% -34 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,666 shares; 2025Q1: 31,029 shares; 2025Q2: 35,448 shares; 2025Q3: 38,367 shares 38,367 $3.54M 0.15% +2,919 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,013 shares; 2025Q1: 31,612 shares; 2025Q2: 31,120 shares; 2025Q3: 31,076 shares 31,076 $3.52M 0.15% -44 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: restricted; 2024Q4: 55,739 shares; 2025Q1: 55,142 shares; 2025Q2: 55,207 shares; 2025Q3: 52,449 shares 52,449 $3.48M 0.15% -2,758 Timeline PKW 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: restricted; 2024Q4: 27,610 shares; 2025Q1: 27,009 shares; 2025Q2: 25,925 shares; 2025Q3: 25,681 shares 25,681 $3.4M 0.14% -244 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,399 shares; 2025Q1: 7,193 shares; 2025Q2: 7,214 shares; 2025Q3: 7,068 shares 7,068 $3.39M 0.14% -146 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,410 shares; 2025Q1: 9,265 shares; 2025Q2: 10,151 shares; 2025Q3: 11,589 shares 11,589 $3.34M 0.14% +1,438 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: restricted; 2024Q4: 169,527 shares; 2025Q1: 182,310 shares; 2025Q2: 189,065 shares; 2025Q3: 191,421 shares 191,421 $3.31M 0.14% +2,356 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,760 shares; 2025Q1: 37,693 shares; 2025Q2: 37,518 shares; 2025Q3: 36,842 shares 36,842 $3.23M 0.14% -676 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: restricted; 2024Q4: 9,532 shares; 2025Q1: 8,872 shares; 2025Q2: 8,841 shares; 2025Q3: 8,816 shares 8,816 $3.22M 0.14% -25 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,076 shares 12,076 $3.17M 0.13% new Timeline RWK 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: restricted; 2024Q4: 26,871 shares; 2025Q1: 26,185 shares; 2025Q2: 25,472 shares; 2025Q3: 25,223 shares 25,223 $3.15M 0.13% -249 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,307 shares; 2025Q1: 15,307 shares; 2025Q2: 15,307 shares; 2025Q3: 15,307 shares 15,307 $3.14M 0.13% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,404 shares; 2025Q1: 18,171 shares; 2025Q2: 17,676 shares; 2025Q3: 17,698 shares 17,698 $3.13M 0.13% +22 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,148 shares; 2025Q1: 47,746 shares; 2025Q2: 47,733 shares; 2025Q3: 48,366 shares 48,366 $3.07M 0.13% +633 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,929 shares; 2025Q1: 23,832 shares; 2025Q2: 23,833 shares; 2025Q3: 22,876 shares 22,876 $3.04M 0.13% -957 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: restricted; 2024Q4: 4,552 shares; 2025Q1: 4,636 shares; 2025Q2: 4,483 shares; 2025Q3: 4,486 shares 4,486 $3M 0.13% +3 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,820 shares; 2025Q1: 92,347 shares; 2025Q2: 95,946 shares; 2025Q3: 98,550 shares 98,550 $2.91M 0.12% +2,604 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,475 shares; 2025Q1: 11,472 shares; 2025Q2: 11,136 shares; 2025Q3: 11,146 shares 11,146 $2.9M 0.12% +10 Timeline PEY 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: restricted; 2024Q4: 158,094 shares; 2025Q1: 155,339 shares; 2025Q2: 140,562 shares; 2025Q3: 137,448 shares 137,448 $2.9M 0.12% -3,114 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: restricted; 2024Q4: 31,965 shares; 2025Q1: 32,922 shares; 2025Q2: 33,462 shares; 2025Q3: 33,880 shares 33,880 $2.84M 0.12% +418 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: restricted; 2024Q4: 7,670 shares; 2025Q1: 11,521 shares; 2025Q2: 12,661 shares; 2025Q3: 16,494 shares 16,494 $2.8M 0.12% +3,833 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,639 shares; 2025Q1: 16,812 shares; 2025Q2: 19,528 shares; 2025Q3: 17,083 shares 17,083 $2.78M 0.12% -2,445 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: restricted; 2024Q4: 12,856 shares; 2025Q1: 13,200 shares; 2025Q2: 13,781 shares; 2025Q3: 13,784 shares 13,784 $2.77M 0.12% +3 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: restricted; 2024Q4: 6,287 shares; 2025Q1: 6,790 shares; 2025Q2: 5,582 shares; 2025Q3: 5,654 shares 5,654 $2.74M 0.12% +72 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,418 shares; 2025Q1: 46,735 shares; 2025Q2: 44,766 shares; 2025Q3: 46,076 shares 46,076 $2.73M 0.11% +1,310 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,413 shares; 2025Q1: 41,284 shares; 2025Q2: 42,932 shares; 2025Q3: 40,424 shares 40,424 $2.7M 0.11% -2,508 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,130 shares; 2025Q1: 46,857 shares; 2025Q2: 39,840 shares; 2025Q3: 32,197 shares 32,197 $2.67M 0.11% -7,643 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,591 shares; 2025Q1: 29,081 shares; 2025Q2: 28,745 shares; 2025Q3: 28,630 shares 28,630 $2.62M 0.11% -115 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,653 shares; 2025Q1: 40,774 shares; 2025Q2: 40,137 shares; 2025Q3: 39,352 shares 39,352 $2.59M 0.11% -785 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,411 shares; 2025Q1: 63,389 shares; 2025Q2: 59,955 shares; 2025Q3: 57,477 shares 57,477 $2.58M 0.11% -2,478 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: restricted; 2024Q4: 15,075 shares; 2025Q1: 15,034 shares; 2025Q2: 15,340 shares; 2025Q3: 15,378 shares 15,378 $2.52M 0.11% +38 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,152 shares; 2025Q1: 12,063 shares; 2025Q2: 12,936 shares; 2025Q3: 13,187 shares 13,187 $2.52M 0.11% +251 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,601 shares; 2025Q1: 33,030 shares; 2025Q2: 32,827 shares; 2025Q3: 32,012 shares 32,012 $2.47M 0.1% -815 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: restricted; 2024Q4: 95,786 shares; 2025Q1: 90,712 shares; 2025Q2: 82,893 shares; 2025Q3: 86,871 shares 86,871 $2.47M 0.1% +3,978 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,285 shares; 2025Q1: 7,217 shares; 2025Q2: 8,144 shares; 2025Q3: 8,182 shares 8,182 $2.45M 0.1% +38 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: restricted; 2024Q4: 18,792 shares; 2025Q1: 18,601 shares; 2025Q2: 19,035 shares; 2025Q3: 19,226 shares 19,226 $2.44M 0.1% +191 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,458 shares; 2025Q1: 33,678 shares; 2025Q2: 34,273 shares; 2025Q3: 34,370 shares 34,370 $2.38M 0.1% +97 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,464 shares; 2025Q1: 16,583 shares; 2025Q2: 17,552 shares; 2025Q3: 18,198 shares 18,198 $2.31M 0.1% +646 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares 4,463 $2.28M 0.1% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,273 shares; 2025Q1: 17,697 shares; 2025Q2: 16,432 shares; 2025Q3: 16,087 shares 16,087 $2.26M 0.1% -345 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,479 shares; 2025Q1: 27,489 shares; 2025Q2: 27,499 shares; 2025Q3: 27,131 shares 27,131 $2.24M 0.09% -368 Timeline SPHQ 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: restricted; 2024Q4: 31,002 shares; 2025Q1: 31,574 shares; 2025Q2: 31,207 shares; 2025Q3: 30,425 shares 30,425 $2.23M 0.09% -782 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,152 shares; 2025Q1: 31,053 shares; 2025Q2: 30,951 shares; 2025Q3: 29,881 shares 29,881 $2.23M 0.09% -1,070 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,720 shares; 2025Q1: 39,877 shares; 2025Q2: 39,215 shares; 2025Q3: 41,370 shares 41,370 $2.16M 0.09% +2,155 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,098 shares; 2025Q1: 27,562 shares; 2025Q2: 28,117 shares; 2025Q3: 29,126 shares 29,126 $2.14M 0.09% +1,009 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares 6,614 $2.11M 0.09% 0 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: restricted; 2024Q4: 43,733 shares; 2025Q1: 44,433 shares; 2025Q2: 44,872 shares; 2025Q3: 45,848 shares 45,848 $2.1M 0.09% +976 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: restricted; 2024Q4: 11,045 shares; 2025Q1: 10,906 shares; 2025Q2: 11,325 shares; 2025Q3: 11,234 shares 11,234 $2.09M 0.09% -91 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,401 shares; 2025Q1: 16,661 shares; 2025Q2: 15,414 shares; 2025Q3: 14,517 shares 14,517 $2.08M 0.09% -897 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: restricted; 2024Q4: 71,341 shares; 2025Q1: 72,876 shares; 2025Q2: 73,470 shares; 2025Q3: 74,849 shares 74,849 $2.04M 0.09% +1,379 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,129 shares; 2025Q1: 59,381 shares; 2025Q2: 49,901 shares; 2025Q3: 51,294 shares 51,294 $2.03M 0.09% +1,393 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: restricted; 2024Q4: 9,663 shares; 2025Q1: 10,322 shares; 2025Q2: 10,568 shares; 2025Q3: 10,386 shares 10,386 $2M 0.08% -182 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: restricted; 2024Q4: 3,233 shares; 2025Q1: 3,270 shares; 2025Q2: 3,315 shares; 2025Q3: 3,323 shares 3,323 $2M 0.08% +8 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: restricted; 2024Q4: 7,265 shares; 2025Q1: 7,276 shares; 2025Q2: 10,564 shares; 2025Q3: 10,655 shares 10,655 $1.99M 0.08% +91 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,715 shares; 2025Q1: 14,523 shares; 2025Q2: 13,800 shares; 2025Q3: 13,835 shares 13,835 $1.97M 0.08% +35 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: restricted; 2024Q4: 11,993 shares; 2025Q1: 14,991 shares; 2025Q2: 18,814 shares; 2025Q3: 22,911 shares 22,911 $1.94M 0.08% +4,097 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,662 shares; 2025Q1: 26,600 shares; 2025Q2: 25,080 shares; 2025Q3: 24,262 shares 24,262 $1.93M 0.08% -818 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,807 shares; 2025Q1: 21,431 shares; 2025Q2: 17,053 shares; 2025Q3: 14,300 shares 14,300 $1.93M 0.08% -2,753 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: restricted; 2024Q4: 18,217 shares; 2025Q1: 17,491 shares; 2025Q2: 18,245 shares; 2025Q3: 19,308 shares 19,308 $1.92M 0.08% +1,063 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,426 shares; 2025Q1: 40,981 shares; 2025Q2: 34,950 shares; 2025Q3: 29,720 shares 29,720 $1.87M 0.08% -5,230 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,670 shares; 2025Q1: 19,501 shares; 2025Q2: 19,236 shares; 2025Q3: 18,053 shares 18,053 $1.87M 0.08% -1,183 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,496 shares; 2025Q1: 105,701 shares; 2025Q2: 109,957 shares; 2025Q3: 112,662 shares 112,662 $1.81M 0.08% +2,705 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,231 shares; 2025Q1: 10,947 shares; 2025Q2: 10,623 shares; 2025Q3: 10,723 shares 10,723 $1.73M 0.07% +100 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,608 shares; 2025Q1: 11,075 shares; 2025Q2: 14,023 shares; 2025Q3: 16,114 shares 16,114 $1.71M 0.07% +2,091 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,328 shares; 2025Q1: 18,016 shares; 2025Q2: 18,016 shares; 2025Q3: 22,437 shares 22,437 $1.62M 0.07% +4,421 Timeline IWC 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: restricted; 2024Q4: 11,421 shares; 2025Q1: 11,340 shares; 2025Q2: 11,062 shares; 2025Q3: 10,756 shares 10,756 $1.6M 0.07% -306 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,195 shares; 2025Q1: 26,128 shares; 2025Q2: 25,577 shares; 2025Q3: 24,209 shares 24,209 $1.6M 0.07% -1,368 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,472 shares; 2025Q1: 96,557 shares; 2025Q2: 27,349 shares; 2025Q3: 23,208 shares 23,208 $1.59M 0.07% -4,141 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: restricted; 2024Q4: 6,455 shares; 2025Q1: 6,661 shares; 2025Q2: 7,139 shares; 2025Q3: 7,144 shares 7,144 $1.57M 0.07% +5 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.06% 0 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,768 shares; 2025Q1: 44,459 shares; 2025Q2: 38,940 shares; 2025Q3: 37,103 shares 37,103 $1.5M 0.06% -1,837 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,015 shares; 2025Q1: 7,015 shares; 2025Q2: 7,015 shares; 2025Q3: 7,015 shares 7,015 $1.45M 0.06% 0 Timeline 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: restricted; 2024Q4: 62,894 shares; 2025Q1: 61,788 shares; 2025Q2: 62,881 shares; 2025Q3: 47,459 shares 47,459 $1.45M 0.06% -15,422 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,009 shares; 2025Q1: 6,082 shares; 2025Q2: 4,760 shares; 2025Q3: 3,562 shares 3,562 $1.44M 0.06% -1,198 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: restricted; 2024Q4: 16,613 shares; 2025Q1: 15,868 shares; 2025Q2: 15,455 shares; 2025Q3: 15,020 shares 15,020 $1.43M 0.06% -435 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: restricted; 2024Q4: 11,354 shares; 2025Q1: 12,389 shares; 2025Q2: 12,513 shares; 2025Q3: 12,669 shares 12,669 $1.41M 0.06% +156 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,233 shares; 2025Q1: 19,965 shares; 2025Q2: 18,529 shares; 2025Q3: 17,555 shares 17,555 $1.4M 0.06% -974 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,373 shares; 2025Q1: 42,584 shares; 2025Q2: 38,146 shares; 2025Q3: 39,425 shares 39,425 $1.39M 0.06% +1,279 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 3,193 shares; 2025Q3: 3,993 shares 3,993 $1.38M 0.06% +800 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,461 shares; 2025Q1: 19,024 shares; 2025Q2: 17,751 shares; 2025Q3: 16,347 shares 16,347 $1.37M 0.06% -1,404 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,078 shares; 2025Q1: 18,631 shares; 2025Q2: 17,283 shares; 2025Q3: 17,993 shares 17,993 $1.35M 0.06% +710 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,897 shares; 2025Q1: 30,895 shares; 2025Q2: 30,269 shares; 2025Q3: 30,229 shares 30,229 $1.34M 0.06% -40 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: restricted; 2024Q4: 5,957 shares; 2025Q1: 6,036 shares; 2025Q2: 5,824 shares; 2025Q3: 5,759 shares 5,759 $1.33M 0.06% -65 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,200 shares; 2025Q1: 17,034 shares; 2025Q2: 16,651 shares; 2025Q3: 19,772 shares 19,772 $1.33M 0.06% +3,121 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: restricted; 2024Q4: 1,836 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,730 shares 1,730 $1.32M 0.06% +2 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,356 shares; 2025Q1: 9,585 shares; 2025Q2: 8,411 shares; 2025Q3: 8,376 shares 8,376 $1.32M 0.06% -35 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: restricted; 2024Q4: 5,401 shares; 2025Q1: 5,401 shares; 2025Q2: 4,714 shares; 2025Q3: 4,662 shares 4,662 $1.3M 0.05% -52 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 6,973 shares; 2025Q3: 7,408 shares 7,408 $1.28M 0.05% +435 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: restricted; 2024Q4: 73,996 shares; 2025Q1: 74,764 shares; 2025Q2: 68,312 shares; 2025Q3: 13,797 shares 13,797 $1.24M 0.05% -54,515 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: restricted; 2024Q4: 42,334 shares; 2025Q1: 43,234 shares; 2025Q2: 43,037 shares; 2025Q3: 43,619 shares 43,619 $1.22M 0.05% +582 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,752 shares; 2025Q1: 17,615 shares; 2025Q2: 17,901 shares; 2025Q3: 18,198 shares 18,198 $1.21M 0.05% +297 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,166 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares 3,167 $1.2M 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,528 shares; 2025Q1: 40,084 shares; 2025Q2: 39,711 shares; 2025Q3: 39,657 shares 39,657 $1.18M 0.05% -54 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: restricted; 2024Q4: 5,544 shares; 2025Q1: 5,472 shares; 2025Q2: 5,469 shares; 2025Q3: 5,552 shares 5,552 $1.16M 0.05% +83 Timeline MGIC MAGIC SOFTWARE ENTERPRISES More: the full row for MAGIC SOFTWARE ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,551 shares; 2025Q1: 56,751 shares; 2025Q2: 56,751 shares; 2025Q3: 56,751 shares 56,751 $1.16M 0.05% 0 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: restricted; 2024Q4: 24,350 shares; 2025Q1: 23,521 shares; 2025Q2: 16,260 shares; 2025Q3: 10,965 shares 10,965 $1.13M 0.05% -5,295 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,880 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,693 shares 7,693 $1.11M 0.05% +633 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares 2,560 $1.11M 0.05% new 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: restricted; 2024Q4: 2,202 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,286 shares 2,286 $1.09M 0.05% -1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,404 shares; 2025Q1: 5,357 shares; 2025Q2: 5,346 shares; 2025Q3: 6,212 shares 6,212 $1.08M 0.05% +866 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,961 shares; 2025Q1: 6,961 shares; 2025Q2: 6,961 shares; 2025Q3: 7,716 shares 7,716 $1.08M 0.05% +755 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: restricted; 2024Q4: 3,397 shares; 2025Q1: 2,783 shares; 2025Q2: 3,052 shares; 2025Q3: 3,260 shares 3,260 $1.07M 0.04% +208 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,065 shares; 2025Q1: 50,884 shares; 2025Q2: 50,884 shares; 2025Q3: 50,884 shares 50,884 $1.03M 0.04% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,313 shares; 2025Q1: 9,020 shares; 2025Q2: 8,478 shares; 2025Q3: 8,398 shares 8,398 $1.03M 0.04% -80 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: restricted; 2024Q4: 3,357 shares; 2025Q1: 3,117 shares; 2025Q2: 3,120 shares; 2025Q3: 3,110 shares 3,110 $1.03M 0.04% -10 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,852 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,615 shares 6,615 $964K 0.04% -294 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: restricted; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 4,536 shares 4,536 $955K 0.04% 0 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: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,526 shares; 2025Q2: 1,497 shares; 2025Q3: 1,390 shares 1,390 $926K 0.04% -107 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 5,990 shares; 2025Q3: 5,976 shares 5,976 $901K 0.04% -14 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: restricted; 2024Q4: 2,511 shares; 2025Q1: 2,566 shares; 2025Q2: 2,666 shares; 2025Q3: 2,946 shares 2,946 $895K 0.04% +280 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares 1,285 $821K 0.03% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,053 shares 5,053 $788K 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,488 shares; 2025Q2: 2,421 shares; 2025Q3: 2,432 shares 2,432 $778K 0.03% +11 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: restricted; 2024Q4: 1,262 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares 1,263 $769K 0.03% 0 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: restricted; 2024Q4: 11,250 shares; 2025Q1: 11,379 shares; 2025Q2: 11,387 shares; 2025Q3: 11,395 shares 11,395 $756K 0.03% +8 Timeline XSHQ 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: restricted; 2024Q4: 17,327 shares; 2025Q1: 17,376 shares; 2025Q2: 17,406 shares; 2025Q3: 17,446 shares 17,446 $751K 0.03% +40 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 1,166 shares; 2025Q2: 2,943 shares; 2025Q3: 4,887 shares 4,887 $715K 0.03% +1,944 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,847 shares; 2025Q1: 28,365 shares; 2025Q2: 26,863 shares; 2025Q3: 24,881 shares 24,881 $697K 0.03% -1,982 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,342 shares; 2025Q1: 68,107 shares; 2025Q2: 68,107 shares; 2025Q3: 68,107 shares 68,107 $654K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,294 shares; 2025Q1: 24,830 shares; 2025Q2: 24,855 shares; 2025Q3: 24,820 shares 24,820 $654K 0.03% -35 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: restricted; 2024Q4: 2,073 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 2,056 shares 2,056 $618K 0.03% -3 Timeline QARP 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: restricted; 2024Q4: 11,877 shares; 2025Q1: 11,530 shares; 2025Q2: 11,317 shares; 2025Q3: 10,628 shares 10,628 $607K 0.03% -689 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,084 shares; 2025Q1: 8,979 shares; 2025Q2: 8,775 shares; 2025Q3: 8,775 shares 8,775 $595K 0.03% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,812 shares; 2025Q1: 4,875 shares; 2025Q2: 6,696 shares; 2025Q3: 7,437 shares 7,437 $567K 0.02% +741 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: restricted; 2024Q4: 5,049 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares 5,049 $564K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares 5,045 $550K 0.02% 0 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,801 shares; 2025Q1: 17,544 shares; 2025Q2: 15,301 shares; 2025Q3: 13,219 shares 13,219 $520K 0.02% -2,082 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,213 shares; 2025Q1: 3,168 shares; 2025Q2: 3,694 shares; 2025Q3: 3,678 shares 3,678 $515K 0.02% -16 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,713 shares; 2025Q1: 5,713 shares; 2025Q2: 5,643 shares; 2025Q3: 5,643 shares 5,643 $513K 0.02% 0 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: restricted; 2024Q4: 71,900 shares; 2025Q1: 70,255 shares; 2025Q2: 58,545 shares; 2025Q3: 10,066 shares 10,066 $508K 0.02% -48,479 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: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,802 shares; 2025Q2: 1,714 shares; 2025Q3: 1,726 shares 1,726 $507K 0.02% +12 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares 1,067 $507K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,890 shares 15,890 $501K 0.02% new 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: restricted; 2024Q4: 810 shares; 2025Q1: 812 shares; 2025Q2: 2,320 shares; 2025Q3: 2,322 shares 2,322 $494K 0.02% +2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,860 shares; 2025Q1: 5,172 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares 5,171 $490K 0.02% 0 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: restricted; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares 2,610 $489K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,235 shares; 2025Q1: 7,751 shares; 2025Q2: 7,165 shares; 2025Q3: 6,415 shares 6,415 $486K 0.02% -750 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: restricted; 2024Q4: 3,576 shares; 2025Q1: 1,998 shares; 2025Q2: 4,456 shares; 2025Q3: 4,777 shares 4,777 $481K 0.02% +321 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,726 shares; 2025Q1: 5,659 shares; 2025Q2: 5,614 shares; 2025Q3: 5,616 shares 5,616 $475K 0.02% +2 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: restricted; 2024Q4: 4,143 shares; 2025Q1: 3,592 shares; 2025Q2: 2,637 shares; 2025Q3: 2,417 shares 2,417 $472K 0.02% -220 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: restricted; 2024Q4: 567 shares; 2025Q1: 572 shares; 2025Q2: 573 shares; 2025Q3: 572 shares 572 $456K 0.02% -1 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: restricted; 2024Q4: 5,201 shares; 2025Q1: 4,899 shares; 2025Q2: 4,908 shares; 2025Q3: 4,797 shares 4,797 $448K 0.02% -111 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: restricted; 2024Q4: 16,367 shares; 2025Q1: 15,130 shares; 2025Q2: 15,685 shares; 2025Q3: 15,817 shares 15,817 $447K 0.02% +132 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,366 shares; 2025Q1: 2,367 shares; 2025Q2: 3,166 shares; 2025Q3: 3,168 shares 3,168 $446K 0.02% +2 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,945 shares; 2025Q1: 1,903 shares; 2025Q2: 1,885 shares; 2025Q3: 1,642 shares 1,642 $440K 0.02% -243 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,808 shares; 2025Q1: 1,809 shares; 2025Q2: 1,811 shares; 2025Q3: 1,768 shares 1,768 $428K 0.02% -43 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: restricted; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,152 shares; 2025Q3: 3,138 shares 3,138 $427K 0.02% -14 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares 315 $415K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 3,662 shares; 2025Q2: 3,590 shares; 2025Q3: 3,578 shares 3,578 $407K 0.02% -12 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: restricted; 2024Q4: 348 shares; 2025Q1: 329 shares; 2025Q2: 339 shares; 2025Q3: 339 shares 339 $406K 0.02% 0 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,914 shares; 2025Q1: 4,812 shares; 2025Q2: 4,278 shares; 2025Q3: 4,285 shares 4,285 $402K 0.02% +7 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,269 shares; 2025Q1: 13,269 shares; 2025Q2: 13,269 shares; 2025Q3: 13,300 shares 13,300 $402K 0.02% +31 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: restricted; 2024Q4: 2,059 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,059 shares 2,059 $397K 0.02% -8 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares 2,456 $387K 0.02% 0 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: restricted; 2024Q4: 2,871 shares; 2025Q1: 2,785 shares; 2025Q2: 3,126 shares; 2025Q3: 3,089 shares 3,089 $384K 0.02% -37 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: restricted; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares 1,835 $370K 0.02% 0 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: restricted; 2024Q4: 917 shares; 2025Q1: 774 shares; 2025Q2: 809 shares; 2025Q3: 809 shares 809 $360K 0.02% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,207 shares; 2025Q1: 9,207 shares; 2025Q2: 8,104 shares; 2025Q3: 8,104 shares 8,104 $358K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,568 shares; 2025Q1: 3,471 shares; 2025Q2: 3,474 shares; 2025Q3: 2,900 shares 2,900 $358K 0.02% -574 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares 5,711 $354K 0.01% 0 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: restricted; 2024Q4: 2,079 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares 2,279 $354K 0.01% 0 Timeline SMIN 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: restricted; 2024Q4: 5,565 shares; 2025Q1: 5,565 shares; 2025Q2: 4,899 shares; 2025Q3: 4,899 shares 4,899 $351K 0.01% 0 Timeline IEUS 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: restricted; 2024Q4: 5,157 shares; 2025Q1: 5,157 shares; 2025Q2: 5,157 shares; 2025Q3: 5,157 shares 5,157 $347K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,147 shares 1,147 $345K 0.01% -1 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,094 shares; 2025Q1: 5,082 shares; 2025Q2: 5,518 shares; 2025Q3: 5,415 shares 5,415 $338K 0.01% -103 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: restricted; 2024Q4: 6,333 shares; 2025Q1: 6,333 shares; 2025Q2: 7,482 shares; 2025Q3: 7,482 shares 7,482 $337K 0.01% 0 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: restricted; 2024Q4: 12,006 shares; 2025Q1: 13,523 shares; 2025Q2: 12,925 shares; 2025Q3: 13,035 shares 13,035 $332K 0.01% +110 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: restricted; 2024Q4: 4,260 shares; 2025Q1: 4,180 shares; 2025Q2: 4,106 shares; 2025Q3: 4,124 shares 4,124 $324K 0.01% +18 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: restricted; 2024Q4: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,911 shares; 2025Q3: 5,911 shares 5,911 $316K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares 3,229 $312K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,723 shares; 2025Q2: 1,784 shares; 2025Q3: 1,793 shares 1,793 $306K 0.01% +9 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: restricted; 2024Q4: 660 shares; 2025Q1: 662 shares; 2025Q2: 664 shares; 2025Q3: 666 shares 666 $305K 0.01% +2 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares 1,143 $298K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 332 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares 2,730 $294K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,433 shares; 2025Q1: 5,703 shares; 2025Q2: 3,623 shares; 2025Q3: 3,612 shares 3,612 $293K 0.01% -11 Timeline RPG 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: restricted; 2024Q4: 7,185 shares; 2025Q1: 7,186 shares; 2025Q2: 7,186 shares; 2025Q3: 6,063 shares 6,063 $289K 0.01% -1,123 Timeline EWO 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: restricted; 2024Q4: 9,215 shares; 2025Q1: 9,215 shares; 2025Q2: 9,215 shares; 2025Q3: 9,215 shares 9,215 $286K 0.01% 0 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: restricted; 2024Q4: 7,648 shares; 2025Q1: 8,444 shares; 2025Q2: 7,486 shares; 2025Q3: 6,482 shares 6,482 $285K 0.01% -1,004 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,738 shares; 2025Q2: 1,431 shares; 2025Q3: 1,112 shares 1,112 $283K 0.01% -319 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: restricted; 2024Q4: 1,344 shares; 2025Q1: 1,175 shares; 2025Q2: 1,245 shares; 2025Q3: 1,171 shares 1,171 $277K 0.01% -74 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: restricted; 2024Q4: 3,397 shares; 2025Q1: 3,420 shares; 2025Q2: 2,318 shares; 2025Q3: 2,334 shares 2,334 $271K 0.01% +16 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,738 shares; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 4,771 shares 4,771 $265K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 1,322 shares; 2025Q2: 1,233 shares; 2025Q3: 1,222 shares 1,222 $264K 0.01% -11 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: restricted; 2024Q4: 694 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares 689 $258K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares 792 $256K 0.01% 0 Timeline IDLV 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: restricted; 2024Q4: 7,820 shares; 2025Q1: 7,568 shares; 2025Q2: 7,598 shares; 2025Q3: 7,621 shares 7,621 $255K 0.01% +23 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,603 shares; 2025Q1: 5,603 shares; 2025Q2: 5,655 shares; 2025Q3: 5,882 shares 5,882 $252K 0.01% +227 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: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares 1,797 $251K 0.01% 0 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: restricted; 2024Q4: 999 shares; 2025Q1: 799 shares; 2025Q2: 885 shares; 2025Q3: 885 shares 885 $250K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,188 shares; 2025Q2: 1,190 shares; 2025Q3: 1,192 shares 1,192 $245K 0.01% +2 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: restricted; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares 1,516 $241K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,372 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,671 shares 2,671 $238K 0.01% +1 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 884 shares; 2025Q2: 875 shares; 2025Q3: 993 shares 993 $238K 0.01% +118 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,914 shares; 2025Q1: 2,877 shares; 2025Q2: 2,891 shares; 2025Q3: 2,904 shares 2,904 $234K 0.01% +13 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: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,347 shares; 2025Q2: 1,411 shares; 2025Q3: 1,441 shares 1,441 $234K 0.01% +30 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares 1,383 $233K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares 2,821 $233K 0.01% 0 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: restricted; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares 732 $229K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 874 shares; 2025Q1: 815 shares; 2025Q2: 1,032 shares; 2025Q3: 1,033 shares 1,033 $228K 0.01% +1 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: restricted; 2024Q4: 903 shares; 2025Q1: 817 shares; 2025Q2: 1,063 shares; 2025Q3: 1,036 shares 1,036 $227K 0.01% -27 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: restricted; 2024Q4: 963 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares 863 $225K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,053 shares; 2025Q1: 1,452 shares; 2025Q2: 1,457 shares; 2025Q3: 1,462 shares 1,462 $222K 0.01% +5 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares 2,850 $219K 0.01% 0 Timeline EWP 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: restricted; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares 4,370 $216K 0.01% 0 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: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $213K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $209K 0.01% 0 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: restricted; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 490 shares 490 $209K 0.01% -13 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares 414 $206K 0.01% 0 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: restricted; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares 12,600 $205K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares 330 $203K 0.01% 0 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: restricted; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares 1,993 $200K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares 5,100 $200K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares 1,056 $199K 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: restricted; 2024Q4: 1,112 shares; 2025Q1: 1,000 shares; 2025Q2: 1,776 shares; 2025Q3: 1,768 shares 1,768 $199K 0.01% -8 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: restricted; 2024Q4: 2,597 shares; 2025Q1: 2,609 shares; 2025Q2: 2,500 shares; 2025Q3: 2,167 shares 2,167 $198K 0.01% -333 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: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 919 shares; 2025Q3: 788 shares 788 $198K 0.01% -131 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: restricted; 2024Q4: 1,425 shares; 2025Q1: 1,295 shares; 2025Q2: 1,468 shares; 2025Q3: 903 shares 903 $195K 0.01% -565 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,359 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares 1,359 $192K 0.01% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares 4,926 $188K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares 452 $187K 0.01% 0 Timeline DGRO 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: restricted; 2024Q4: 2,963 shares; 2025Q1: 3,188 shares; 2025Q2: 3,009 shares; 2025Q3: 2,733 shares 2,733 $186K 0.01% -276 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $183K 0.01% 0 Timeline ISCF 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: restricted; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares 4,360 $179K 0.01% 0 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: restricted; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,224 shares; 2025Q3: 1,225 shares 1,225 $174K 0.01% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 145 shares; 2025Q3: 178 shares 178 $172K 0.01% +33 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 739 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares 2,501 $172K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,539 shares; 2025Q1: 2,550 shares; 2025Q2: 2,560 shares; 2025Q3: 2,570 shares 2,570 $170K 0.01% +10 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,461 shares; 2025Q1: 2,390 shares; 2025Q2: 2,451 shares; 2025Q3: 2,367 shares 2,367 $165K 0.01% -84 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,171 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,937 shares 1,937 $161K 0.01% +510 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,191 shares; 2025Q1: 3,195 shares; 2025Q2: 3,227 shares; 2025Q3: 3,237 shares 3,237 $161K 0.01% +10 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: restricted; 2024Q4: 1,501 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares 1,249 $160K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,328 shares; 2025Q1: 1,076 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares 1,083 $158K 0.01% 0 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: restricted; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 5,979 shares 5,979 $157K 0.01% +5,841 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 815 shares; 2025Q2: 4,515 shares; 2025Q3: 2,005 shares 2,005 $151K 0.01% -2,510 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares 1,678 $151K 0.01% 0 Timeline COYA COYA THERAPEUTICS INC More: the full row for COYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,171 shares; 2025Q1: 26,171 shares; 2025Q2: 26,171 shares; 2025Q3: 26,171 shares 26,171 $149K 0.01% 0 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,575 shares; 2025Q1: 46,520 shares; 2025Q2: 1,752 shares; 2025Q3: 1,585 shares 1,585 $147K 0.01% -167 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares 3,925 $142K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares 154 $141K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares 775 $138K 0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 773 shares 773 $138K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares 184 $137K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107 shares; 2025Q1: 1,187 shares; 2025Q2: 1,274 shares; 2025Q3: 1,373 shares 1,373 $137K 0.01% +99 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 358 shares; 2025Q2: 1,403 shares; 2025Q3: 1,399 shares 1,399 $137K 0.01% -4 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares 868 $135K 0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,441 shares; 2025Q1: 2,449 shares; 2025Q2: 2,085 shares; 2025Q3: 2,090 shares 2,090 $134K 0.01% +5 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,104 shares; 2025Q1: 4,108 shares; 2025Q2: 4,112 shares; 2025Q3: 4,114 shares 4,114 $133K 0.01% +2 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: restricted; 2024Q4: 444 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares 305 $129K 0.01% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 1,592 shares; 2025Q2: 2,013 shares; 2025Q3: 2,453 shares 2,453 $128K 0.01% +440 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 520 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares 1,028 $127K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 1,048 shares 1,048 $125K 0.01% +350 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: restricted; 2024Q4: 964 shares; 2025Q1: 1,026 shares; 2025Q2: 586 shares; 2025Q3: 676 shares 676 $123K 0.01% +90 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 6,382 shares 6,382 $123K 0.01% 0 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: restricted; 2024Q4: 740 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares 721 $123K 0.01% 0 Timeline QGRO 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: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares 1,072 $123K 0.01% 0 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: restricted; 2024Q4: 3,016 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares 2,016 $120K 0.01% 0 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: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 1,730 shares; 2025Q3: 1,288 shares 1,288 $120K 0.01% -442 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $120K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 2,867 shares; 2025Q3: 1,653 shares 1,653 $118K <0.01% -1,214 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: restricted; 2024Q4: 691 shares; 2025Q1: 694 shares; 2025Q2: 696 shares; 2025Q3: 698 shares 698 $116K <0.01% +2 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 839 shares 839 $116K <0.01% +488 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: restricted; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,046 shares 1,046 $115K <0.01% +10 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares 1,028 $111K <0.01% 0 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: restricted; 2024Q4: 2,049 shares; 2025Q1: 1,900 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares 2,438 $110K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 917 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares 854 $110K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares 2,149 $108K <0.01% 0 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: restricted; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares 671 $106K <0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares 2,750 $105K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,206 shares; 2025Q1: 1,213 shares; 2025Q2: 1,167 shares; 2025Q3: 1,172 shares 1,172 $105K <0.01% +5 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 758 shares; 2025Q2: 648 shares; 2025Q3: 594 shares 594 $105K <0.01% -54 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares 875 $97.5K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 2,647 shares 2,647 $97.4K <0.01% -773 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: restricted; 2024Q4: 1,256 shares; 2025Q1: 925 shares; 2025Q2: 1,026 shares; 2025Q3: 1,016 shares 1,016 $96.2K <0.01% -10 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: restricted; 2024Q4: 1,114 shares; 2025Q1: 1,120 shares; 2025Q2: 1,127 shares; 2025Q3: 1,133 shares 1,133 $94.6K <0.01% +6 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 2,767 shares 2,767 $94.1K <0.01% -1,233 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 27 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares 1,635 $92.8K <0.01% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares 2,013 $92.4K <0.01% 0 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares 377 $89.4K <0.01% 0 Timeline EWA 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: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares 3,300 $89.1K <0.01% 0 Timeline RFG 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: restricted; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares 1,734 $88.4K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,477 shares 1,477 $87.6K <0.01% 0 EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,703 shares; 2025Q1: 4,724 shares; 2025Q2: 4,748 shares; 2025Q3: 4,772 shares 4,772 $87.2K <0.01% +24 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 826 shares; 2025Q2: 829 shares; 2025Q3: 838 shares 838 $86.4K <0.01% +9 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares 634 $85.1K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,772 shares; 2025Q1: 5,342 shares; 2025Q2: 5,652 shares; 2025Q3: 2,528 shares 2,528 $84.8K <0.01% -3,124 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 479 shares; 2025Q2: 482 shares; 2025Q3: 485 shares 485 $83.8K <0.01% +3 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 442 shares; 2025Q3: 446 shares 446 $83.7K <0.01% +4 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: restricted; 2024Q4: 2,145 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares 2,002 $83.7K <0.01% 0 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: restricted; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 999 shares 999 $82.8K <0.01% +615 Timeline SPAB 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: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $82.7K <0.01% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares 2,508 $82.3K <0.01% 0 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: restricted; 2024Q4: 1,536 shares; 2025Q1: 1,368 shares; 2025Q2: 1,335 shares; 2025Q3: 1,336 shares 1,336 $81.5K <0.01% +1 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $81.2K <0.01% 0 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: restricted; 2024Q4: 7,392 shares; 2025Q1: 6,601 shares; 2025Q2: 6,691 shares; 2025Q3: 6,762 shares 6,762 $80.9K <0.01% +71 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: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,135 shares; 2025Q2: 1,141 shares; 2025Q3: 1,145 shares 1,145 $80.6K <0.01% +4 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 802 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares 731 $80.3K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $80.3K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,222 shares; 2025Q1: 3,075 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares 4,675 $80.2K <0.01% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 421 shares 421 $80.2K <0.01% +1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 966 shares 966 $79.8K <0.01% +864 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 1,173 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023 $79.7K <0.01% 0 Timeline PPA 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 501 shares; 2025Q3: 501 shares 501 $77.9K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares 679 $76.8K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares 241 $76.6K <0.01% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares 908 $75.5K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 317 shares; 2025Q2: 258 shares; 2025Q3: 215 shares 215 $75.4K <0.01% -43 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 230 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares 1,232 $75.4K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares 164 $75.1K <0.01% 0 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: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $74.8K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,891 shares 2,891 $74.3K <0.01% -574 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 608 shares; 2025Q3: 608 shares 608 $73.8K <0.01% 0 Timeline FUTY 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: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $73.4K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 753 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $72.4K <0.01% 0 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: restricted; 2024Q4: 282 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares 248 $68.1K <0.01% 0 Timeline 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: restricted; 2024Q4: 1,844 shares; 2025Q1: 1,639 shares; 2025Q2: 1,647 shares; 2025Q3: 1,585 shares 1,585 $68.1K <0.01% -62 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares 1,217 $67.3K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares 335 $65.6K <0.01% 0 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: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $65.2K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 564 shares; 2025Q3: 569 shares 569 $65.2K <0.01% +5 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares 748 $65.1K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares 345 $64.8K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $64.5K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,517 shares; 2025Q1: 1,452 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares 1,106 $64.1K <0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares 262 $63.6K <0.01% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 407 shares 407 $63.5K <0.01% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 648 shares; 2025Q1: 479 shares; 2025Q2: 483 shares; 2025Q3: 444 shares 444 $63.1K <0.01% -39 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: restricted; 2024Q4: 606 shares; 2025Q1: 610 shares; 2025Q2: 615 shares; 2025Q3: 618 shares 618 $63K <0.01% +3 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares 657 $62.7K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares 213 $61.5K <0.01% 0 Timeline