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: 3,488,809 shares; 2024Q4: 3,407,552 shares; 2025Q1: 3,345,115 shares; 2025Q2: 3,264,370 shares; 2025Q3: 3,232,261 shares 3,232,261 $603M 9.56% -32,109 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: 1,065,244 shares; 2024Q4: 1,071,668 shares; 2025Q1: 1,057,456 shares; 2025Q2: 1,074,902 shares; 2025Q3: 1,072,750 shares 1,072,750 $273M 4.33% -2,152 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: 445,186 shares; 2024Q4: 455,268 shares; 2025Q1: 462,410 shares; 2025Q2: 469,213 shares; 2025Q3: 467,248 shares 467,248 $242M 3.84% -1,965 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: 302,324 shares; 2024Q4: 304,061 shares; 2025Q1: 304,114 shares; 2025Q2: 306,654 shares; 2025Q3: 305,040 shares 305,040 $204M 3.24% -1,614 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: 519,772 shares; 2024Q4: 522,296 shares; 2025Q1: 496,785 shares; 2025Q2: 516,196 shares; 2025Q3: 497,513 shares 497,513 $164M 2.6% -18,683 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: 604,538 shares; 2024Q4: 622,750 shares; 2025Q1: 634,245 shares; 2025Q2: 663,975 shares; 2025Q3: 663,224 shares 663,224 $161M 2.56% -751 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275,943 shares; 2024Q4: 1,260,911 shares; 2025Q1: 1,236,800 shares; 2025Q2: 1,207,932 shares; 2025Q3: 1,171,288 shares 1,171,288 $153M 2.42% -36,644 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: 190,047 shares; 2024Q4: 190,471 shares; 2025Q1: 189,111 shares; 2025Q2: 190,276 shares; 2025Q3: 190,812 shares 190,812 $146M 2.31% +536 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: 189,923 shares; 2024Q4: 191,258 shares; 2025Q1: 195,097 shares; 2025Q2: 200,452 shares; 2025Q3: 195,699 shares 195,699 $144M 2.28% -4,753 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308,566 shares; 2024Q4: 2,431,678 shares; 2025Q1: 2,529,427 shares; 2025Q2: 2,655,067 shares; 2025Q3: 2,757,420 shares 2,757,420 $141M 2.23% +102,353 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: 566,496 shares; 2024Q4: 585,909 shares; 2025Q1: 599,159 shares; 2025Q2: 606,742 shares; 2025Q3: 619,787 shares 619,787 $136M 2.16% +13,045 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: 418,320 shares; 2024Q4: 417,182 shares; 2025Q1: 411,906 shares; 2025Q2: 410,131 shares; 2025Q3: 407,339 shares 407,339 $128M 2.04% -2,792 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: 1,192,883 shares; 2024Q4: 1,221,306 shares; 2025Q1: 1,252,223 shares; 2025Q2: 1,285,599 shares; 2025Q3: 1,289,642 shares 1,289,642 $125M 1.97% +4,043 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: 152,465 shares; 2024Q4: 158,434 shares; 2025Q1: 158,692 shares; 2025Q2: 158,132 shares; 2025Q3: 158,968 shares 158,968 $106M 1.68% +836 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,956,465 shares 1,956,465 $98.2M 1.56% new 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: 169,060 shares; 2024Q4: 170,345 shares; 2025Q1: 169,802 shares; 2025Q2: 171,719 shares; 2025Q3: 170,272 shares 170,272 $96.9M 1.54% -1,447 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502,826 shares; 2024Q4: 2,521,496 shares; 2025Q1: 2,565,371 shares; 2025Q2: 2,592,515 shares; 2025Q3: 2,516,853 shares 2,516,853 $96.4M 1.53% -75,662 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: 409,821 shares; 2024Q4: 411,135 shares; 2025Q1: 413,109 shares; 2025Q2: 421,479 shares; 2025Q3: 414,149 shares 414,149 $95.9M 1.52% -7,330 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,054 shares; 2024Q4: 1,560,592 shares; 2025Q1: 1,680,494 shares; 2025Q2: 1,759,213 shares; 2025Q3: 1,810,246 shares 1,810,246 $88.5M 1.4% +51,033 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: 835,913 shares; 2024Q4: 844,600 shares; 2025Q1: 848,748 shares; 2025Q2: 852,733 shares; 2025Q3: 855,945 shares 855,945 $88.2M 1.4% +3,212 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,074 shares; 2024Q4: 284,779 shares; 2025Q1: 286,379 shares; 2025Q2: 295,848 shares; 2025Q3: 289,521 shares 289,521 $81.4M 1.29% -6,327 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: 655,248 shares; 2024Q4: 664,801 shares; 2025Q1: 683,704 shares; 2025Q2: 673,534 shares; 2025Q3: 679,188 shares 679,188 $80.7M 1.28% +5,654 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: 93,652 shares; 2024Q4: 93,600 shares; 2025Q1: 95,246 shares; 2025Q2: 97,763 shares; 2025Q3: 97,870 shares 97,870 $77.9M 1.24% +107 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: 70,347 shares; 2024Q4: 77,324 shares; 2025Q1: 105,747 shares; 2025Q2: 116,727 shares; 2025Q3: 120,540 shares 120,540 $60.6M 0.96% +3,813 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,170 shares; 2024Q4: 111,376 shares; 2025Q1: 111,742 shares; 2025Q2: 114,349 shares; 2025Q3: 114,440 shares 114,440 $51.2M 0.81% +91 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: 131,347 shares; 2024Q4: 147,581 shares; 2025Q1: 165,234 shares; 2025Q2: 175,808 shares; 2025Q3: 190,572 shares 190,572 $47.9M 0.76% +14,764 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: 6,203 shares; 2024Q4: 127,559 shares; 2025Q1: 185,907 shares; 2025Q2: 212,274 shares; 2025Q3: 220,334 shares 220,334 $47.6M 0.75% +8,060 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: 299,099 shares; 2024Q4: 301,750 shares; 2025Q1: 299,314 shares; 2025Q2: 302,168 shares; 2025Q3: 302,892 shares 302,892 $46.5M 0.74% +724 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: 156,555 shares; 2024Q4: 158,109 shares; 2025Q1: 158,142 shares; 2025Q2: 157,760 shares; 2025Q3: 157,431 shares 157,431 $44.4M 0.7% -329 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,069 shares; 2024Q4: 321,652 shares; 2025Q1: 356,772 shares; 2025Q2: 443,775 shares; 2025Q3: 484,375 shares 484,375 $44.3M 0.7% +40,600 Timeline AVLV 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: 345,841 shares; 2024Q4: 437,665 shares; 2025Q1: 534,700 shares; 2025Q2: 558,229 shares; 2025Q3: 602,078 shares 602,078 $43.5M 0.69% +43,849 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: 236,183 shares; 2024Q4: 240,740 shares; 2025Q1: 240,188 shares; 2025Q2: 243,962 shares; 2025Q3: 244,538 shares 244,538 $38M 0.6% +576 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: 154,735 shares; 2024Q4: 158,925 shares; 2025Q1: 160,492 shares; 2025Q2: 156,566 shares; 2025Q3: 151,857 shares 151,857 $37.3M 0.59% -4,709 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: 68,575 shares; 2024Q4: 70,400 shares; 2025Q1: 68,462 shares; 2025Q2: 69,125 shares; 2025Q3: 68,500 shares 68,500 $32.7M 0.52% -625 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: 115,259 shares; 2024Q4: 129,781 shares; 2025Q1: 140,293 shares; 2025Q2: 152,988 shares; 2025Q3: 153,995 shares 153,995 $32.4M 0.51% +1,007 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,491 shares; 2024Q4: 271,199 shares; 2025Q1: 292,954 shares; 2025Q2: 319,398 shares; 2025Q3: 324,002 shares 324,002 $32.2M 0.51% +4,604 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: 129,582 shares; 2024Q4: 129,664 shares; 2025Q1: 132,567 shares; 2025Q2: 136,338 shares; 2025Q3: 134,846 shares 134,846 $31.9M 0.51% -1,492 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: 281,445 shares; 2024Q4: 279,816 shares; 2025Q1: 288,192 shares; 2025Q2: 295,652 shares; 2025Q3: 282,446 shares 282,446 $31.8M 0.5% -13,206 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 642,212 shares; 2025Q1: 759,773 shares; 2025Q2: 901,247 shares; 2025Q3: 938,148 shares 938,148 $31.2M 0.5% +36,901 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: 356,273 shares; 2024Q4: 341,990 shares; 2025Q1: 371,526 shares; 2025Q2: 369,889 shares; 2025Q3: 367,399 shares 367,399 $30.8M 0.49% -2,490 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,295 shares; 2024Q4: 139,404 shares; 2025Q1: 143,072 shares; 2025Q2: 144,252 shares; 2025Q3: 141,379 shares 141,379 $30.3M 0.48% -2,873 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: 455,319 shares; 2024Q4: 457,023 shares; 2025Q1: 456,259 shares; 2025Q2: 457,179 shares; 2025Q3: 454,936 shares 454,936 $30.2M 0.48% -2,243 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: 471,076 shares; 2024Q4: 467,047 shares; 2025Q1: 452,148 shares; 2025Q2: 445,271 shares; 2025Q3: 439,697 shares 439,697 $30.1M 0.48% -5,574 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: 126,748 shares; 2024Q4: 127,062 shares; 2025Q1: 126,778 shares; 2025Q2: 105,481 shares; 2025Q3: 96,971 shares 96,971 $29.5M 0.47% -8,510 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: 48,814 shares; 2024Q4: 63,363 shares; 2025Q1: 69,103 shares; 2025Q2: 77,444 shares; 2025Q3: 100,029 shares 100,029 $29.4M 0.47% +22,585 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: 115,274 shares; 2024Q4: 114,127 shares; 2025Q1: 114,324 shares; 2025Q2: 119,734 shares; 2025Q3: 119,397 shares 119,397 $29.1M 0.46% -337 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: 386 shares; 2024Q4: 391 shares; 2025Q1: 21,535 shares; 2025Q2: 30,133 shares; 2025Q3: 31,451 shares 31,451 $28.9M 0.46% +1,318 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: 53,370 shares; 2024Q4: 53,481 shares; 2025Q1: 54,177 shares; 2025Q2: 57,570 shares; 2025Q3: 57,329 shares 57,329 $28.6M 0.45% -241 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: 111,953 shares; 2024Q4: 110,879 shares; 2025Q1: 81,274 shares; 2025Q2: 83,367 shares; 2025Q3: 83,121 shares 83,121 $28.4M 0.45% -246 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,989 shares; 2024Q4: 54,841 shares; 2025Q1: 91,772 shares; 2025Q2: 126,841 shares; 2025Q3: 119,026 shares 119,026 $28.2M 0.45% -7,815 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: 157,390 shares; 2024Q4: 153,384 shares; 2025Q1: 150,664 shares; 2025Q2: 150,795 shares; 2025Q3: 150,206 shares 150,206 $27.9M 0.44% -589 Timeline AVUS 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: 207,774 shares; 2024Q4: 214,919 shares; 2025Q1: 231,815 shares; 2025Q2: 231,732 shares; 2025Q3: 245,360 shares 245,360 $26.7M 0.42% +13,628 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,414 shares; 2024Q4: 225,675 shares; 2025Q1: 246,937 shares; 2025Q2: 259,843 shares; 2025Q3: 261,107 shares 261,107 $26.5M 0.42% +1,264 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,716 shares; 2024Q4: 599,985 shares; 2025Q1: 390,173 shares; 2025Q2: 333,046 shares; 2025Q3: 312,324 shares 312,324 $26.3M 0.42% -20,722 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: 88,041 shares; 2024Q4: 87,447 shares; 2025Q1: 88,229 shares; 2025Q2: 88,887 shares; 2025Q3: 89,018 shares 89,018 $26.1M 0.41% +131 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: 6,650 shares; 2024Q4: 16,812 shares; 2025Q1: 34,573 shares; 2025Q2: 38,417 shares; 2025Q3: 40,729 shares 40,729 $26M 0.41% +2,312 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: 185,040 shares; 2024Q4: 187,344 shares; 2025Q1: 192,203 shares; 2025Q2: 190,355 shares; 2025Q3: 314,315 shares 314,315 $26M 0.41% +123,960 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: 344,406 shares; 2024Q4: 348,987 shares; 2025Q1: 353,010 shares; 2025Q2: 353,131 shares; 2025Q3: 352,999 shares 352,999 $23M 0.37% -132 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: 68,727 shares; 2024Q4: 68,195 shares; 2025Q1: 69,460 shares; 2025Q2: 90,668 shares; 2025Q3: 89,752 shares 89,752 $22.8M 0.36% -916 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: 226,370 shares; 2024Q4: 232,452 shares; 2025Q1: 259,523 shares; 2025Q2: 285,444 shares; 2025Q3: 285,274 shares 285,274 $21.5M 0.34% -170 Timeline ISHARES TR 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: 817,737 shares; 2024Q4: 933,448 shares; 2025Q1: 933,659 shares; 2025Q2: 899,685 shares; 2025Q3: 851,541 shares 851,541 $21.5M 0.34% -48,144 ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,538 shares; 2024Q4: 24,612 shares; 2025Q1: 23,868 shares; 2025Q2: 23,653 shares; 2025Q3: 77,909 shares 77,909 $21.3M 0.34% +54,256 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: 446,662 shares; 2024Q4: 438,838 shares; 2025Q1: 430,033 shares; 2025Q2: 424,014 shares; 2025Q3: 410,307 shares 410,307 $21.2M 0.34% -13,707 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,093 shares; 2024Q4: 220,270 shares; 2025Q1: 214,230 shares; 2025Q2: 214,275 shares; 2025Q3: 216,599 shares 216,599 $21M 0.33% +2,324 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: 43,927 shares; 2024Q4: 46,477 shares; 2025Q1: 48,337 shares; 2025Q2: 52,816 shares; 2025Q3: 51,732 shares 51,732 $21M 0.33% -1,084 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: 298,922 shares; 2024Q4: 287,247 shares; 2025Q1: 281,855 shares; 2025Q2: 242,316 shares; 2025Q3: 233,252 shares 233,252 $20.9M 0.33% -9,064 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,430 shares; 2025Q1: 3,518 shares; 2025Q2: 3,897 shares; 2025Q3: 103,427 shares 103,427 $20.8M 0.33% +99,530 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: 164,200 shares; 2024Q4: 163,605 shares; 2025Q1: 176,499 shares; 2025Q2: 183,858 shares; 2025Q3: 187,726 shares 187,726 $20.8M 0.33% +3,868 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,040 shares; 2024Q4: 88,740 shares; 2025Q1: 84,237 shares; 2025Q2: 82,068 shares; 2025Q3: 79,809 shares 79,809 $20.5M 0.32% -2,259 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: 120,827 shares; 2024Q4: 120,821 shares; 2025Q1: 121,909 shares; 2025Q2: 122,020 shares; 2025Q3: 121,908 shares 121,908 $20.4M 0.32% -112 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: 61,939 shares; 2024Q4: 64,042 shares; 2025Q1: 69,681 shares; 2025Q2: 78,219 shares; 2025Q3: 83,766 shares 83,766 $20.1M 0.32% +5,547 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: 84,922 shares; 2024Q4: 84,541 shares; 2025Q1: 84,190 shares; 2025Q2: 82,487 shares; 2025Q3: 81,489 shares 81,489 $19.7M 0.31% -998 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: 58,676 shares; 2024Q4: 58,753 shares; 2025Q1: 58,349 shares; 2025Q2: 58,936 shares; 2025Q3: 58,930 shares 58,930 $19.3M 0.31% -6 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: 208,370 shares; 2024Q4: 209,644 shares; 2025Q1: 213,893 shares; 2025Q2: 213,932 shares; 2025Q3: 216,666 shares 216,666 $18.1M 0.29% +2,734 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: 126,595 shares; 2024Q4: 125,830 shares; 2025Q1: 124,833 shares; 2025Q2: 119,918 shares; 2025Q3: 123,244 shares 123,244 $17.8M 0.28% +3,326 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: 39,532 shares; 2024Q4: 39,345 shares; 2025Q1: 38,851 shares; 2025Q2: 38,846 shares; 2025Q3: 38,605 shares 38,605 $17.7M 0.28% -241 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,121 shares; 2025Q1: 2,155 shares; 2025Q2: 70,309 shares; 2025Q3: 76,646 shares 76,646 $17.5M 0.28% +6,337 Timeline IBDS 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: 485,665 shares; 2024Q4: 573,363 shares; 2025Q1: 598,941 shares; 2025Q2: 643,728 shares; 2025Q3: 708,656 shares 708,656 $17.2M 0.27% +64,928 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: 34,519 shares; 2024Q4: 34,031 shares; 2025Q1: 33,671 shares; 2025Q2: 33,216 shares; 2025Q3: 32,835 shares 32,835 $16.4M 0.26% -381 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: 29,158 shares; 2024Q4: 29,254 shares; 2025Q1: 28,507 shares; 2025Q2: 27,548 shares; 2025Q3: 26,721 shares 26,721 $16.4M 0.26% -827 Timeline IBDR 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: 561,339 shares; 2024Q4: 618,756 shares; 2025Q1: 632,666 shares; 2025Q2: 622,087 shares; 2025Q3: 657,888 shares 657,888 $16M 0.25% +35,801 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,835 shares; 2025Q2: 13,713 shares; 2025Q3: 13,605 shares 13,605 $15.9M 0.25% -108 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,258 shares; 2024Q4: 582,958 shares; 2025Q1: 585,323 shares; 2025Q2: 585,323 shares; 2025Q3: 581,481 shares 581,481 $15.7M 0.25% -3,842 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,171 shares; 2024Q4: 301,670 shares; 2025Q1: 299,021 shares; 2025Q2: 239,326 shares; 2025Q3: 238,562 shares 238,562 $15.7M 0.25% -764 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: 12,331 shares; 2024Q4: 14,214 shares; 2025Q1: 14,604 shares; 2025Q2: 14,985 shares; 2025Q3: 15,939 shares 15,939 $15.2M 0.24% +954 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: 7,403 shares; 2024Q4: 7,816 shares; 2025Q1: 8,275 shares; 2025Q2: 137,580 shares; 2025Q3: 137,384 shares 137,384 $14.8M 0.23% -196 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: 3,870 shares; 2024Q4: 3,844 shares; 2025Q1: 49,063 shares; 2025Q2: 56,847 shares; 2025Q3: 59,107 shares 59,107 $14.6M 0.23% +2,260 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: 89,430 shares; 2024Q4: 90,133 shares; 2025Q1: 94,568 shares; 2025Q2: 97,166 shares; 2025Q3: 99,848 shares 99,848 $14.5M 0.23% +2,682 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: 41,790 shares; 2024Q4: 41,544 shares; 2025Q1: 39,111 shares; 2025Q2: 39,242 shares; 2025Q3: 39,173 shares 39,173 $14.3M 0.23% -69 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: 5,424 shares; 2024Q4: 5,061 shares; 2025Q1: 5,042 shares; 2025Q2: 225,985 shares; 2025Q3: 245,711 shares 245,711 $13.9M 0.22% +19,726 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: 170,537 shares; 2024Q4: 173,977 shares; 2025Q1: 202,409 shares; 2025Q2: 208,310 shares; 2025Q3: 207,838 shares 207,838 $13.9M 0.22% -472 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: 25,838 shares; 2024Q4: 27,804 shares; 2025Q1: 27,112 shares; 2025Q2: 27,454 shares; 2025Q3: 28,533 shares 28,533 $13.9M 0.22% +1,079 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,788 shares; 2024Q4: 110,424 shares; 2025Q1: 115,869 shares; 2025Q2: 119,875 shares; 2025Q3: 121,569 shares 121,569 $13.6M 0.22% +1,694 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,454 shares; 2024Q4: 501,191 shares; 2025Q1: 501,594 shares; 2025Q2: 501,594 shares; 2025Q3: 504,279 shares 504,279 $13.6M 0.22% +2,685 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: 20,060 shares; 2024Q4: 18,408 shares; 2025Q1: 14,198 shares; 2025Q2: 115,283 shares; 2025Q3: 140,090 shares 140,090 $13.3M 0.21% +24,807 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,311 shares; 2025Q2: 97,567 shares; 2025Q3: 98,234 shares 98,234 $13.2M 0.21% +667 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: 97,753 shares; 2024Q4: 64,341 shares; 2025Q1: 55,766 shares; 2025Q2: 45,142 shares; 2025Q3: 43,637 shares 43,637 $13.1M 0.21% -1,505 Timeline IBDT 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: 205,280 shares; 2024Q4: 375,097 shares; 2025Q1: 409,236 shares; 2025Q2: 479,654 shares; 2025Q3: 508,868 shares 508,868 $13M 0.21% +29,214 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: 24,740 shares; 2024Q4: 99,050 shares; 2025Q1: 187,199 shares; 2025Q2: 184,358 shares; 2025Q3: 185,132 shares 185,132 $12.9M 0.2% +774 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: 1,124 shares; 2024Q4: 2,452 shares; 2025Q1: 2,661 shares; 2025Q2: 2,505 shares; 2025Q3: 18,520 shares 18,520 $12.6M 0.2% +16,015 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: 89,787 shares; 2024Q4: 87,791 shares; 2025Q1: 86,922 shares; 2025Q2: 90,060 shares; 2025Q3: 89,853 shares 89,853 $12.6M 0.2% -207 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: 69,387 shares; 2024Q4: 58,054 shares; 2025Q1: 50,484 shares; 2025Q2: 47,575 shares; 2025Q3: 43,679 shares 43,679 $12.3M 0.2% -3,896 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: 89,495 shares; 2024Q4: 93,316 shares; 2025Q1: 90,421 shares; 2025Q2: 91,228 shares; 2025Q3: 90,854 shares 90,854 $12.2M 0.19% -374 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: 60,542 shares; 2024Q4: 59,100 shares; 2025Q1: 59,958 shares; 2025Q2: 59,801 shares; 2025Q3: 59,787 shares 59,787 $12M 0.19% -14 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,203 shares; 2024Q4: 73,708 shares; 2025Q1: 178,455 shares; 2025Q2: 202,268 shares; 2025Q3: 235,738 shares 235,738 $11.9M 0.19% +33,470 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: 74,800 shares; 2024Q4: 74,090 shares; 2025Q1: 74,354 shares; 2025Q2: 75,004 shares; 2025Q3: 73,428 shares 73,428 $11.9M 0.19% -1,576 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,079 shares; 2024Q4: 312,262 shares; 2025Q1: 308,529 shares; 2025Q2: 303,329 shares; 2025Q3: 142,274 shares 142,274 $11.7M 0.19% -161,055 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: 32,867 shares; 2024Q4: 28,776 shares; 2025Q1: 26,853 shares; 2025Q2: 23,511 shares; 2025Q3: 24,142 shares 24,142 $11.7M 0.19% +631 Timeline USRT 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: 216,913 shares; 2024Q4: 214,536 shares; 2025Q1: 217,828 shares; 2025Q2: 197,182 shares; 2025Q3: 199,172 shares 199,172 $11.7M 0.19% +1,990 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,992 shares; 2025Q3: 35,536 shares 35,536 $11.7M 0.19% +33,544 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 9,496 shares; 2025Q1: 9,643 shares; 2025Q2: 11,127 shares; 2025Q3: 12,425 shares 12,425 $11.5M 0.18% +1,298 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: 328,692 shares; 2024Q4: 323,957 shares; 2025Q1: 335,214 shares; 2025Q2: 341,767 shares; 2025Q3: 136,965 shares 136,965 $11.5M 0.18% -204,802 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: 102,676 shares; 2024Q4: 103,034 shares; 2025Q1: 107,062 shares; 2025Q2: 114,378 shares; 2025Q3: 119,839 shares 119,839 $11.4M 0.18% +5,461 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: 521,055 shares; 2024Q4: 420,530 shares; 2025Q1: 493,600 shares; 2025Q2: 464,834 shares; 2025Q3: 443,853 shares 443,853 $11.3M 0.18% -20,981 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: 151 shares; 2024Q4: 83 shares; 2025Q1: 952 shares; 2025Q2: 1,800 shares; 2025Q3: 2,076 shares 2,076 $11.2M 0.18% +276 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: 74,982 shares; 2024Q4: 70,873 shares; 2025Q1: 84,277 shares; 2025Q2: 86,517 shares; 2025Q3: 58,986 shares 58,986 $11M 0.18% -27,531 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,544 shares; 2024Q4: 357,562 shares; 2025Q1: 176,908 shares; 2025Q2: 150,556 shares; 2025Q3: 134,155 shares 134,155 $10.4M 0.17% -16,401 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,525 shares; 2024Q4: 37,110 shares; 2025Q1: 40,478 shares; 2025Q2: 38,329 shares; 2025Q3: 38,133 shares 38,133 $9.92M 0.16% -196 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: 743,784 shares; 2024Q4: 835,866 shares; 2025Q1: 845,263 shares; 2025Q2: 846,550 shares; 2025Q3: 279,207 shares 279,207 $9.91M 0.16% -567,343 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,209 shares; 2024Q4: 120,276 shares; 2025Q1: 130,587 shares; 2025Q2: 131,610 shares; 2025Q3: 129,177 shares 129,177 $9.61M 0.15% -2,433 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: 49,657 shares; 2024Q4: 52,040 shares; 2025Q1: 50,729 shares; 2025Q2: 53,806 shares; 2025Q3: 54,122 shares 54,122 $9.21M 0.15% +316 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: 217,467 shares; 2024Q4: 219,983 shares; 2025Q1: 110,510 shares; 2025Q2: 80,667 shares; 2025Q3: 67,886 shares 67,886 $8.91M 0.14% -12,781 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: 10,115 shares; 2024Q4: 10,843 shares; 2025Q1: 14,279 shares; 2025Q2: 19,760 shares; 2025Q3: 23,754 shares 23,754 $8.89M 0.14% +3,994 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: 324,530 shares; 2024Q4: 322,548 shares; 2025Q1: 178,009 shares; 2025Q2: 114,352 shares; 2025Q3: 99,526 shares 99,526 $8.42M 0.13% -14,826 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,982 shares; 2024Q4: 26,066 shares; 2025Q1: 26,350 shares; 2025Q2: 26,574 shares; 2025Q3: 26,879 shares 26,879 $8.27M 0.13% +305 Timeline IBDU 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: 91,700 shares; 2024Q4: 162,236 shares; 2025Q1: 195,836 shares; 2025Q2: 277,086 shares; 2025Q3: 331,601 shares 331,601 $7.78M 0.12% +54,515 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: 46,227 shares; 2024Q4: 46,177 shares; 2025Q1: 46,177 shares; 2025Q2: 46,277 shares; 2025Q3: 46,467 shares 46,467 $7.72M 0.12% +190 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: 68,980 shares; 2024Q4: 65,006 shares; 2025Q1: 69,427 shares; 2025Q2: 64,435 shares; 2025Q3: 55,621 shares 55,621 $7.49M 0.12% -8,814 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: 16,169 shares; 2024Q4: 15,860 shares; 2025Q1: 15,553 shares; 2025Q2: 15,548 shares; 2025Q3: 15,150 shares 15,150 $7.44M 0.12% -398 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: 47,885 shares; 2024Q4: 47,793 shares; 2025Q1: 48,465 shares; 2025Q2: 49,570 shares; 2025Q3: 44,633 shares 44,633 $7.09M 0.11% -4,937 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares 9 $6.79M 0.11% -1 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: 139,217 shares; 2024Q4: 134,471 shares; 2025Q1: 128,013 shares; 2025Q2: 126,905 shares; 2025Q3: 126,592 shares 126,592 $6.76M 0.11% -313 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: 46,514 shares; 2024Q4: 47,310 shares; 2025Q1: 49,097 shares; 2025Q2: 48,853 shares; 2025Q3: 47,227 shares 47,227 $6.71M 0.11% -1,626 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,860 shares; 2024Q4: 70,323 shares; 2025Q1: 78,491 shares; 2025Q2: 81,805 shares; 2025Q3: 83,327 shares 83,327 $6.66M 0.11% +1,522 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: 26,898 shares; 2024Q4: 30,635 shares; 2025Q1: 32,744 shares; 2025Q2: 33,997 shares; 2025Q3: 32,127 shares 32,127 $6.58M 0.1% -1,870 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,734 shares; 2024Q4: 119,208 shares; 2025Q1: 119,355 shares; 2025Q2: 83,235 shares; 2025Q3: 84,100 shares 84,100 $6.43M 0.1% +865 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,626 shares; 2024Q4: 30,998 shares; 2025Q1: 53,367 shares; 2025Q2: 55,382 shares; 2025Q3: 60,041 shares 60,041 $6.41M 0.1% +4,659 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,454 shares; 2024Q4: 21,816 shares; 2025Q1: 22,128 shares; 2025Q2: 22,128 shares; 2025Q3: 22,334 shares 22,334 $6.3M 0.1% +206 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: 3,866 shares; 2024Q4: 5,552 shares; 2025Q1: 6,949 shares; 2025Q2: 12,475 shares; 2025Q3: 14,773 shares 14,773 $6.12M 0.1% +2,298 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: 90,225 shares; 2024Q4: 82,860 shares; 2025Q1: 70,475 shares; 2025Q2: 72,397 shares; 2025Q3: 71,067 shares 71,067 $5.9M 0.09% -1,330 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: 18,130 shares; 2024Q4: 17,305 shares; 2025Q1: 16,822 shares; 2025Q2: 17,129 shares; 2025Q3: 17,410 shares 17,410 $5.78M 0.09% +281 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 35,000 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares 42,500 $5.77M 0.09% 0 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: 10,693 shares; 2024Q4: 10,762 shares; 2025Q1: 10,763 shares; 2025Q2: 11,535 shares; 2025Q3: 11,969 shares 11,969 $5.69M 0.09% +434 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: 28,389 shares; 2024Q4: 30,868 shares; 2025Q1: 30,874 shares; 2025Q2: 32,556 shares; 2025Q3: 33,659 shares 33,659 $5.6M 0.09% +1,103 Timeline IBDV 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: 33,500 shares; 2024Q4: 66,500 shares; 2025Q1: 131,756 shares; 2025Q2: 194,506 shares; 2025Q3: 252,595 shares 252,595 $5.59M 0.09% +58,089 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,774 shares; 2025Q3: 105,962 shares 105,962 $5.36M 0.09% +82,188 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,154 shares; 2024Q4: 11,204 shares; 2025Q1: 11,971 shares; 2025Q2: 11,851 shares; 2025Q3: 12,171 shares 12,171 $5.24M 0.08% +320 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,064 shares; 2024Q4: 39,857 shares; 2025Q1: 39,892 shares; 2025Q2: 39,892 shares; 2025Q3: 39,520 shares 39,520 $5.22M 0.08% -372 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: 27,410 shares; 2024Q4: 28,190 shares; 2025Q1: 29,213 shares; 2025Q2: 26,793 shares; 2025Q3: 31,993 shares 31,993 $5.18M 0.08% +5,200 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: 16,533 shares; 2024Q4: 16,807 shares; 2025Q1: 17,271 shares; 2025Q2: 17,253 shares; 2025Q3: 17,939 shares 17,939 $5.17M 0.08% +686 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: 34,385 shares; 2024Q4: 35,175 shares; 2025Q1: 35,122 shares; 2025Q2: 33,370 shares; 2025Q3: 33,314 shares 33,314 $5.17M 0.08% -56 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,764 shares; 2025Q1: 167,136 shares; 2025Q2: 199,136 shares; 2025Q3: 243,276 shares 243,276 $5.16M 0.08% +44,140 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,372 shares; 2024Q4: 41,935 shares; 2025Q1: 48,124 shares; 2025Q2: 50,728 shares; 2025Q3: 51,109 shares 51,109 $5.12M 0.08% +381 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: 53,116 shares; 2024Q4: 51,495 shares; 2025Q1: 50,343 shares; 2025Q2: 46,521 shares; 2025Q3: 44,597 shares 44,597 $5.11M 0.08% -1,924 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 23,280 shares; 2025Q1: 41,562 shares; 2025Q2: 52,434 shares; 2025Q3: 59,443 shares 59,443 $5M 0.08% +7,009 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: 31,415 shares; 2024Q4: 32,020 shares; 2025Q1: 30,493 shares; 2025Q2: 40,539 shares; 2025Q3: 40,202 shares 40,202 $4.85M 0.08% -337 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: 70,059 shares; 2024Q4: 63,903 shares; 2025Q1: 63,781 shares; 2025Q2: 72,719 shares; 2025Q3: 73,233 shares 73,233 $4.84M 0.08% +514 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: 58,197 shares; 2024Q4: 57,643 shares; 2025Q1: 57,244 shares; 2025Q2: 58,300 shares; 2025Q3: 57,465 shares 57,465 $4.8M 0.08% -835 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: 54,081 shares; 2024Q4: 54,096 shares; 2025Q1: 53,041 shares; 2025Q2: 52,849 shares; 2025Q3: 49,853 shares 49,853 $4.75M 0.08% -2,996 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: 9,226 shares; 2024Q4: 9,226 shares; 2025Q1: 9,227 shares; 2025Q2: 9,089 shares; 2025Q3: 9,893 shares 9,893 $4.71M 0.07% +804 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: 26,383 shares; 2024Q4: 30,903 shares; 2025Q1: 25,261 shares; 2025Q2: 27,350 shares; 2025Q3: 26,855 shares 26,855 $4.69M 0.07% -495 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: 16,166 shares; 2024Q4: 15,972 shares; 2025Q1: 15,690 shares; 2025Q2: 15,896 shares; 2025Q3: 15,872 shares 15,872 $4.66M 0.07% -24 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: 102,531 shares; 2024Q4: 106,780 shares; 2025Q1: 106,425 shares; 2025Q2: 105,606 shares; 2025Q3: 102,386 shares 102,386 $4.62M 0.07% -3,220 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,281 shares; 2024Q4: 128,315 shares; 2025Q1: 128,554 shares; 2025Q2: 104,642 shares; 2025Q3: 84,762 shares 84,762 $4.59M 0.07% -19,880 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: 120,134 shares; 2024Q4: 116,693 shares; 2025Q1: 114,280 shares; 2025Q2: 104,328 shares; 2025Q3: 93,687 shares 93,687 $4.53M 0.07% -10,641 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: 25,877 shares; 2024Q4: 27,065 shares; 2025Q1: 26,373 shares; 2025Q2: 26,513 shares; 2025Q3: 26,448 shares 26,448 $4.52M 0.07% -65 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: 1,945 shares; 2024Q4: 3,783 shares; 2025Q1: 3,814 shares; 2025Q2: 4,103 shares; 2025Q3: 4,625 shares 4,625 $4.48M 0.07% +522 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: 5,090 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 21,207 shares; 2025Q3: 20,990 shares 20,990 $4.46M 0.07% -217 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: 31,042 shares; 2024Q4: 33,349 shares; 2025Q1: 32,779 shares; 2025Q2: 32,864 shares; 2025Q3: 33,678 shares 33,678 $4.34M 0.07% +814 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,136 shares; 2024Q4: 56,036 shares; 2025Q1: 55,986 shares; 2025Q2: 59,736 shares; 2025Q3: 59,712 shares 59,712 $4.18M 0.07% -24 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: 15,986 shares; 2024Q4: 15,926 shares; 2025Q1: 16,216 shares; 2025Q2: 20,671 shares; 2025Q3: 20,353 shares 20,353 $4.14M 0.07% -318 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,727 shares; 2024Q4: 44,724 shares; 2025Q1: 44,740 shares; 2025Q2: 46,074 shares; 2025Q3: 46,074 shares 46,074 $4.13M 0.07% 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: 136,912 shares; 2024Q4: 119,102 shares; 2025Q1: 99,583 shares; 2025Q2: 95,212 shares; 2025Q3: 93,489 shares 93,489 $4.11M 0.07% -1,723 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: 15,913 shares; 2024Q4: 34,393 shares; 2025Q1: 38,925 shares; 2025Q2: 42,563 shares; 2025Q3: 11,536 shares 11,536 $4.07M 0.06% -31,027 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: 9,319 shares; 2024Q4: 12,299 shares; 2025Q1: 12,248 shares; 2025Q2: 14,484 shares; 2025Q3: 16,436 shares 16,436 $4.06M 0.06% +1,952 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,300 shares; 2024Q4: 40,279 shares; 2025Q1: 39,743 shares; 2025Q2: 78,611 shares; 2025Q3: 79,274 shares 79,274 $3.89M 0.06% +663 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: 47,796 shares; 2024Q4: 49,572 shares; 2025Q1: 51,836 shares; 2025Q2: 15,431 shares; 2025Q3: 11,166 shares 11,166 $3.86M 0.06% -4,265 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: 10,235 shares; 2024Q4: 11,228 shares; 2025Q1: 9,904 shares; 2025Q2: 10,460 shares; 2025Q3: 11,074 shares 11,074 $3.78M 0.06% +614 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: 15,038 shares; 2024Q4: 14,275 shares; 2025Q1: 14,217 shares; 2025Q2: 14,228 shares; 2025Q3: 14,304 shares 14,304 $3.73M 0.06% +76 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: 19,187 shares; 2024Q4: 19,517 shares; 2025Q1: 18,235 shares; 2025Q2: 18,949 shares; 2025Q3: 19,870 shares 19,870 $3.71M 0.06% +921 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: 58,080 shares; 2024Q4: 57,664 shares; 2025Q1: 56,924 shares; 2025Q2: 59,962 shares; 2025Q3: 59,088 shares 59,088 $3.69M 0.06% -874 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: 11,536 shares; 2024Q4: 11,750 shares; 2025Q1: 12,559 shares; 2025Q2: 11,935 shares; 2025Q3: 12,262 shares 12,262 $3.69M 0.06% +327 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: 93,101 shares; 2024Q4: 92,950 shares; 2025Q1: 93,611 shares; 2025Q2: 93,432 shares; 2025Q3: 92,912 shares 92,912 $3.64M 0.06% -520 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 10,952 shares 10,952 $3.6M 0.06% +7,446 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: 19,478 shares; 2024Q4: 19,174 shares; 2025Q1: 19,421 shares; 2025Q2: 28,673 shares; 2025Q3: 28,935 shares 28,935 $3.58M 0.06% +262 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: 7,801 shares; 2024Q4: 7,753 shares; 2025Q1: 7,561 shares; 2025Q2: 7,526 shares; 2025Q3: 7,526 shares 7,526 $3.53M 0.06% 0 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: 113,626 shares; 2024Q4: 98,847 shares; 2025Q1: 97,321 shares; 2025Q2: 128,730 shares; 2025Q3: 124,046 shares 124,046 $3.5M 0.06% -4,684 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: 34,561 shares; 2024Q4: 34,546 shares; 2025Q1: 35,590 shares; 2025Q2: 37,853 shares; 2025Q3: 42,702 shares 42,702 $3.48M 0.06% +4,849 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: 30,845 shares; 2024Q4: 25,047 shares; 2025Q1: 23,844 shares; 2025Q2: 23,819 shares; 2025Q3: 23,819 shares 23,819 $3.39M 0.05% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,086 shares; 2024Q4: 29,714 shares; 2025Q1: 65,035 shares; 2025Q2: 69,173 shares; 2025Q3: 67,565 shares 67,565 $3.38M 0.05% -1,608 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: 842 shares; 2024Q4: 1,231 shares; 2025Q1: 1,425 shares; 2025Q2: 2,047 shares; 2025Q3: 2,521 shares 2,521 $3.32M 0.05% +474 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,940 shares; 2024Q4: 22,940 shares; 2025Q1: 23,665 shares; 2025Q2: 24,660 shares; 2025Q3: 24,660 shares 24,660 $3.16M 0.05% 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: 27,560 shares; 2024Q4: 24,873 shares; 2025Q1: 24,685 shares; 2025Q2: 25,282 shares; 2025Q3: 25,087 shares 25,087 $3.12M 0.05% -195 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,239 shares; 2024Q4: 38,192 shares; 2025Q1: 38,333 shares; 2025Q2: 37,286 shares; 2025Q3: 37,286 shares 37,286 $3.07M 0.05% 0 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: 1,770 shares; 2024Q4: 1,710 shares; 2025Q1: 1,655 shares; 2025Q2: 1,640 shares; 2025Q3: 1,584 shares 1,584 $3.03M 0.05% -56 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,085 shares; 2024Q4: 30,084 shares; 2025Q1: 30,353 shares; 2025Q2: 30,381 shares; 2025Q3: 30,672 shares 30,672 $2.99M 0.05% +291 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: 13,052 shares; 2024Q4: 9,268 shares; 2025Q1: 8,500 shares; 2025Q2: 5,957 shares; 2025Q3: 5,428 shares 5,428 $2.97M 0.05% -529 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: 369,673 shares; 2024Q4: 113,035 shares; 2025Q1: 100,678 shares; 2025Q2: 88,383 shares; 2025Q3: 84,390 shares 84,390 $2.83M 0.04% -3,993 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: 19,347 shares; 2024Q4: 18,934 shares; 2025Q1: 18,339 shares; 2025Q2: 18,820 shares; 2025Q3: 18,581 shares 18,581 $2.82M 0.04% -239 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,768 shares; 2024Q4: 14,216 shares; 2025Q1: 14,051 shares; 2025Q2: 13,791 shares; 2025Q3: 13,932 shares 13,932 $2.76M 0.04% +141 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: 4,438 shares; 2024Q4: 4,315 shares; 2025Q1: 4,259 shares; 2025Q2: 4,577 shares; 2025Q3: 4,596 shares 4,596 $2.76M 0.04% +19 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,890 shares; 2025Q1: 6,920 shares; 2025Q2: 7,076 shares; 2025Q3: 6,981 shares 6,981 $2.73M 0.04% -95 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: 30,056 shares; 2024Q4: 29,654 shares; 2025Q1: 29,427 shares; 2025Q2: 29,426 shares; 2025Q3: 31,265 shares 31,265 $2.73M 0.04% +1,839 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: 14,165 shares; 2024Q4: 24,621 shares; 2025Q1: 16,211 shares; 2025Q2: 13,700 shares; 2025Q3: 13,666 shares 13,666 $2.68M 0.04% -34 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,808 shares; 2024Q4: 39,605 shares; 2025Q1: 39,548 shares; 2025Q2: 39,362 shares; 2025Q3: 26,740 shares 26,740 $2.6M 0.04% -12,622 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 12,294 shares; 2025Q1: 12,294 shares; 2025Q2: 12,396 shares; 2025Q3: 12,394 shares 12,394 $2.58M 0.04% -2 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: 2,621 shares; 2024Q4: 2,545 shares; 2025Q1: 3,114 shares; 2025Q2: 3,205 shares; 2025Q3: 3,399 shares 3,399 $2.58M 0.04% +194 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,074 shares; 2024Q4: 62,051 shares; 2025Q1: 59,394 shares; 2025Q2: 60,123 shares; 2025Q3: 58,963 shares 58,963 $2.48M 0.04% -1,160 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: 20,233 shares; 2024Q4: 19,872 shares; 2025Q1: 19,372 shares; 2025Q2: 19,531 shares; 2025Q3: 19,428 shares 19,428 $2.46M 0.04% -103 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,076 shares; 2024Q4: 34,076 shares; 2025Q1: 34,076 shares; 2025Q2: 34,076 shares; 2025Q3: 34,076 shares 34,076 $2.46M 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 11,460 shares; 2025Q1: 9,098 shares; 2025Q2: 31,181 shares; 2025Q3: 32,937 shares 32,937 $2.4M 0.04% +1,756 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: 2,810 shares; 2024Q4: 3,131 shares; 2025Q1: 3,830 shares; 2025Q2: 3,913 shares; 2025Q3: 3,899 shares 3,899 $2.4M 0.04% -14 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: 9,380 shares; 2024Q4: 8,663 shares; 2025Q1: 8,528 shares; 2025Q2: 8,472 shares; 2025Q3: 8,411 shares 8,411 $2.37M 0.04% -61 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 9,192 shares; 2025Q1: 9,545 shares; 2025Q2: 9,772 shares; 2025Q3: 11,586 shares 11,586 $2.36M 0.04% +1,814 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,868 shares; 2024Q4: 52,105 shares; 2025Q1: 36,518 shares; 2025Q2: 33,037 shares; 2025Q3: 20,192 shares 20,192 $2.31M 0.04% -12,845 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: 26,673 shares; 2024Q4: 25,861 shares; 2025Q1: 25,184 shares; 2025Q2: 25,565 shares; 2025Q3: 24,487 shares 24,487 $2.29M 0.04% -1,078 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,071 shares; 2025Q1: 3,515 shares; 2025Q2: 3,978 shares; 2025Q3: 3,968 shares 3,968 $2.23M 0.04% -10 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: 8,437 shares; 2024Q4: 7,337 shares; 2025Q1: 7,340 shares; 2025Q2: 7,337 shares; 2025Q3: 7,337 shares 7,337 $2.2M 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,889 shares; 2025Q1: 2,862 shares; 2025Q2: 2,849 shares; 2025Q3: 2,837 shares 2,837 $2.19M 0.03% -12 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,099 shares; 2024Q4: 17,099 shares; 2025Q1: 16,964 shares; 2025Q2: 18,423 shares; 2025Q3: 18,423 shares 18,423 $2.18M 0.03% 0 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: 10,587 shares; 2024Q4: 10,199 shares; 2025Q1: 10,238 shares; 2025Q2: 9,555 shares; 2025Q3: 9,149 shares 9,149 $2.16M 0.03% -406 Timeline IBMP 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: 73,923 shares; 2024Q4: 83,324 shares; 2025Q1: 83,324 shares; 2025Q2: 83,324 shares; 2025Q3: 83,324 shares 83,324 $2.12M 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 7,984 shares; 2025Q1: 7,947 shares; 2025Q2: 41,787 shares; 2025Q3: 41,836 shares 41,836 $2.11M 0.03% +49 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: 18,457 shares; 2024Q4: 18,643 shares; 2025Q1: 18,379 shares; 2025Q2: 18,373 shares; 2025Q3: 18,373 shares 18,373 $2.05M 0.03% 0 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: 87,833 shares; 2024Q4: 83,290 shares; 2025Q1: 85,285 shares; 2025Q2: 24,794 shares; 2025Q3: 19,522 shares 19,522 $2.02M 0.03% -5,272 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 14,016 shares; 2025Q1: 15,742 shares; 2025Q2: 15,910 shares; 2025Q3: 15,910 shares 15,910 $2.01M 0.03% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,617 shares; 2025Q1: 3,803 shares; 2025Q2: 3,849 shares; 2025Q3: 4,145 shares 4,145 $1.99M 0.03% +296 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: 1,543 shares; 2024Q4: 1,542 shares; 2025Q1: 1,624 shares; 2025Q2: 1,644 shares; 2025Q3: 1,623 shares 1,623 $1.95M 0.03% -21 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: 14,974 shares; 2024Q4: 14,838 shares; 2025Q1: 15,275 shares; 2025Q2: 15,297 shares; 2025Q3: 15,297 shares 15,297 $1.89M 0.03% 0 Timeline AVDE 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: 10,109 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 23,381 shares 23,381 $1.84M 0.03% +11,892 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: 6,627 shares; 2024Q4: 6,850 shares; 2025Q1: 5,960 shares; 2025Q2: 6,535 shares; 2025Q3: 6,705 shares 6,705 $1.83M 0.03% +170 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 54,437 shares; 2025Q1: 52,623 shares; 2025Q2: 53,162 shares; 2025Q3: 52,717 shares 52,717 $1.81M 0.03% -445 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,860 shares; 2025Q1: 10,873 shares; 2025Q2: 10,860 shares; 2025Q3: 24,049 shares 24,049 $1.81M 0.03% +13,189 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: 22,065 shares; 2024Q4: 22,905 shares; 2025Q1: 22,288 shares; 2025Q2: 19,650 shares; 2025Q3: 18,913 shares 18,913 $1.79M 0.03% -737 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,132 shares; 2024Q4: 17,132 shares; 2025Q1: 16,334 shares; 2025Q2: 16,334 shares; 2025Q3: 16,616 shares 16,616 $1.75M 0.03% +282 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: 7,452 shares; 2024Q4: 7,548 shares; 2025Q1: 7,534 shares; 2025Q2: 7,584 shares; 2025Q3: 6,189 shares 6,189 $1.73M 0.03% -1,395 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,281 shares; 2025Q1: 7,281 shares; 2025Q2: 7,286 shares; 2025Q3: 13,171 shares 13,171 $1.72M 0.03% +5,885 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,382 shares; 2025Q1: 4,370 shares; 2025Q2: 4,625 shares; 2025Q3: 4,611 shares 4,611 $1.7M 0.03% -14 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: 267,691 shares; 2024Q4: 201,628 shares; 2025Q1: 120,761 shares; 2025Q2: 76,200 shares; 2025Q3: 53,904 shares 53,904 $1.69M 0.03% -22,296 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: 13,197 shares; 2024Q4: 20,566 shares; 2025Q1: 20,571 shares; 2025Q2: 21,317 shares; 2025Q3: 30,328 shares 30,328 $1.68M 0.03% +9,011 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: 9,184 shares; 2024Q4: 9,184 shares; 2025Q1: 8,424 shares; 2025Q2: 8,259 shares; 2025Q3: 8,014 shares 8,014 $1.65M 0.03% -245 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,682 shares; 2025Q1: 7,682 shares; 2025Q2: 7,402 shares; 2025Q3: 7,400 shares 7,400 $1.62M 0.03% -2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,219 shares; 2025Q1: 3,202 shares; 2025Q2: 3,936 shares; 2025Q3: 3,783 shares 3,783 $1.6M 0.03% -153 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,241 shares; 2024Q4: 28,683 shares; 2025Q1: 28,545 shares; 2025Q2: 27,663 shares; 2025Q3: 25,980 shares 25,980 $1.55M 0.02% -1,683 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 12,566 shares; 2025Q1: 14,162 shares; 2025Q2: 14,007 shares; 2025Q3: 13,555 shares 13,555 $1.52M 0.02% -452 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,958 shares; 2025Q1: 11,958 shares; 2025Q2: 11,963 shares; 2025Q3: 11,958 shares 11,958 $1.5M 0.02% -5 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,838 shares; 2024Q4: 58,838 shares; 2025Q1: 58,838 shares; 2025Q2: 58,838 shares; 2025Q3: 57,854 shares 57,854 $1.48M 0.02% -984 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: 4,766 shares; 2024Q4: 4,757 shares; 2025Q1: 4,823 shares; 2025Q2: 5,264 shares; 2025Q3: 5,258 shares 5,258 $1.47M 0.02% -6 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: 4,181 shares; 2024Q4: 4,207 shares; 2025Q1: 3,503 shares; 2025Q2: 3,426 shares; 2025Q3: 3,423 shares 3,423 $1.44M 0.02% -3 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: 21,079 shares; 2024Q4: 21,079 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares; 2025Q3: 17,604 shares 17,604 $1.44M 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 8,370 shares; 2025Q1: 8,070 shares; 2025Q2: 8,609 shares; 2025Q3: 8,605 shares 8,605 $1.44M 0.02% -4 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 311 shares; 2025Q1: 312 shares; 2025Q2: 322 shares; 2025Q3: 334 shares 334 $1.43M 0.02% +12 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: 20,869 shares; 2024Q4: 20,869 shares; 2025Q1: 20,737 shares; 2025Q2: 20,749 shares; 2025Q3: 18,082 shares 18,082 $1.42M 0.02% -2,667 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 5,816 shares; 2025Q1: 5,831 shares; 2025Q2: 5,833 shares; 2025Q3: 5,831 shares 5,831 $1.4M 0.02% -2 Timeline SPTM 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: 17,861 shares; 2024Q4: 17,861 shares; 2025Q1: 17,861 shares; 2025Q2: 17,861 shares; 2025Q3: 17,293 shares 17,293 $1.39M 0.02% -568 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: 3,131 shares; 2024Q4: 3,135 shares; 2025Q1: 2,646 shares; 2025Q2: 2,789 shares; 2025Q3: 3,004 shares 3,004 $1.34M 0.02% +215 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,713 shares; 2025Q3: 5,998 shares 5,998 $1.33M 0.02% +1,285 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,665 shares; 2025Q3: 77,665 shares 77,665 $1.33M 0.02% 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: 3,875 shares; 2024Q4: 3,851 shares; 2025Q1: 3,802 shares; 2025Q2: 3,787 shares; 2025Q3: 3,742 shares 3,742 $1.33M 0.02% -45 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,424 shares; 2024Q4: 19,323 shares; 2025Q1: 18,235 shares; 2025Q2: 17,723 shares; 2025Q3: 24,298 shares 24,298 $1.31M 0.02% +6,575 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,134 shares; 2025Q2: 20,534 shares; 2025Q3: 51,086 shares 51,086 $1.31M 0.02% +30,552 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 10,978 shares; 2025Q1: 9,317 shares; 2025Q2: 9,214 shares; 2025Q3: 9,368 shares 9,368 $1.3M 0.02% +154 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,149 shares; 2024Q4: 32,113 shares; 2025Q1: 31,097 shares; 2025Q2: 32,862 shares; 2025Q3: 31,695 shares 31,695 $1.3M 0.02% -1,167 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: 5,993 shares; 2024Q4: 10,184 shares; 2025Q1: 7,612 shares; 2025Q2: 7,657 shares; 2025Q3: 7,589 shares 7,589 $1.29M 0.02% -68 Timeline IYH 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: 30,704 shares; 2024Q4: 104,940 shares; 2025Q1: 33,804 shares; 2025Q2: 21,509 shares; 2025Q3: 21,414 shares 21,414 $1.26M 0.02% -95 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: 14,645 shares; 2024Q4: 14,628 shares; 2025Q1: 14,628 shares; 2025Q2: 14,474 shares; 2025Q3: 13,818 shares 13,818 $1.26M 0.02% -656 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: 4,544 shares; 2024Q4: 5,408 shares; 2025Q1: 5,033 shares; 2025Q2: 7,214 shares; 2025Q3: 7,192 shares 7,192 $1.21M 0.02% -22 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,063 shares; 2025Q1: 4,971 shares; 2025Q2: 5,221 shares; 2025Q3: 5,133 shares 5,133 $1.21M 0.02% -88 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: 1,797 shares; 2024Q4: 15,288 shares; 2025Q1: 14,433 shares; 2025Q2: 19,627 shares; 2025Q3: 21,238 shares 21,238 $1.21M 0.02% +1,611 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: 1,558 shares; 2024Q4: 2,599 shares; 2025Q1: 2,439 shares; 2025Q2: 2,441 shares; 2025Q3: 2,578 shares 2,578 $1.18M 0.02% +137 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: 23,000 shares; 2024Q4: 27,680 shares; 2025Q1: 31,455 shares; 2025Q2: 17,180 shares; 2025Q3: 17,180 shares 17,180 $1.17M 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,790 shares; 2024Q4: 18,790 shares; 2025Q1: 16,362 shares; 2025Q2: 16,622 shares; 2025Q3: 16,362 shares 16,362 $1.17M 0.02% -260 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,866 shares; 2025Q1: 1,870 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares 1,917 $1.17M 0.02% 0 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: 6,373 shares; 2024Q4: 6,508 shares; 2025Q1: 6,829 shares; 2025Q2: 6,829 shares; 2025Q3: 7,119 shares 7,119 $1.16M 0.02% +290 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,448 shares; 2025Q1: 3,101 shares; 2025Q2: 3,249 shares; 2025Q3: 3,307 shares 3,307 $1.15M 0.02% +58 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,352 shares; 2025Q3: 20,090 shares 20,090 $1.14M 0.02% +8,738 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: 16,833 shares; 2024Q4: 11,074 shares; 2025Q1: 11,726 shares; 2025Q2: 11,691 shares; 2025Q3: 11,672 shares 11,672 $1.14M 0.02% -19 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 5,609 shares; 2025Q2: 5,508 shares; 2025Q3: 5,822 shares 5,822 $1.13M 0.02% +314 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,851 shares; 2024Q4: 17,851 shares; 2025Q1: 17,851 shares; 2025Q2: 27,750 shares; 2025Q3: 27,750 shares 27,750 $1.12M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,005 shares; 2025Q3: 11,000 shares 11,000 $1.12M 0.02% -5 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: 8,630 shares; 2024Q4: 9,168 shares; 2025Q1: 8,720 shares; 2025Q2: 8,949 shares; 2025Q3: 8,235 shares 8,235 $1.12M 0.02% -714 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,093 shares; 2025Q1: 8,093 shares; 2025Q2: 33,648 shares; 2025Q3: 35,373 shares 35,373 $1.11M 0.02% +1,725 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,749 shares; 2025Q2: 3,836 shares; 2025Q3: 6,798 shares 6,798 $1.09M 0.02% +2,962 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: 16,778 shares; 2024Q4: 7,962 shares; 2025Q1: 7,780 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares 7,780 $1.09M 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,289 shares; 2025Q1: 11,289 shares; 2025Q2: 12,384 shares; 2025Q3: 14,913 shares 14,913 $1.09M 0.02% +2,529 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,739 shares; 2025Q1: 4,334 shares; 2025Q2: 4,463 shares; 2025Q3: 5,760 shares 5,760 $1.08M 0.02% +1,297 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: 26,259 shares; 2024Q4: 21,436 shares; 2025Q1: 21,782 shares; 2025Q2: 21,759 shares; 2025Q3: 23,185 shares 23,185 $1.06M 0.02% +1,426 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: 2,771 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,773 shares; 2025Q3: 2,793 shares 2,793 $1.06M 0.02% +20 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: 6,264 shares; 2024Q4: 6,048 shares; 2025Q1: 3,799 shares; 2025Q2: 5,598 shares; 2025Q3: 5,487 shares 5,487 $1.06M 0.02% -111 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 10,696 shares; 2025Q1: 10,389 shares; 2025Q2: 7,258 shares; 2025Q3: 6,878 shares 6,878 $1.05M 0.02% -380 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 3,950 shares; 2025Q1: 4,036 shares; 2025Q2: 6,351 shares; 2025Q3: 7,606 shares 7,606 $1.03M 0.02% +1,255 Timeline DGRW 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: 11,592 shares; 2024Q4: 11,592 shares; 2025Q1: 11,592 shares; 2025Q2: 11,957 shares; 2025Q3: 11,561 shares 11,561 $1.03M 0.02% -396 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,137 shares; 2024Q4: 13,948 shares; 2025Q1: 13,272 shares; 2025Q2: 13,272 shares; 2025Q3: 13,272 shares 13,272 $1.02M 0.02% 0 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: 8,471 shares; 2024Q4: 8,450 shares; 2025Q1: 16,695 shares; 2025Q2: 16,992 shares; 2025Q3: 16,769 shares 16,769 $1M 0.02% -223 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,899 shares; 2025Q1: 12,899 shares; 2025Q2: 17,385 shares; 2025Q3: 17,047 shares 17,047 $1M 0.02% -338 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: 15,307 shares; 2024Q4: 14,207 shares; 2025Q1: 14,119 shares; 2025Q2: 14,126 shares; 2025Q3: 12,494 shares 12,494 $999K 0.02% -1,632 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: 6,224 shares; 2024Q4: 5,856 shares; 2025Q1: 5,799 shares; 2025Q2: 5,473 shares; 2025Q3: 5,290 shares 5,290 $972K 0.02% -183 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 6,930 shares; 2025Q1: 6,700 shares; 2025Q2: 7,701 shares; 2025Q3: 6,798 shares 6,798 $958K 0.02% -903 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 781 shares; 2025Q3: 775 shares 775 $951K 0.02% -6 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 36,400 shares; 2025Q1: 36,400 shares; 2025Q2: 36,400 shares; 2025Q3: 36,400 shares 36,400 $933K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 6,469 shares; 2025Q2: 6,740 shares; 2025Q3: 7,118 shares 7,118 $925K 0.01% +378 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,056 shares; 2025Q1: 6,577 shares; 2025Q2: 6,166 shares; 2025Q3: 4,691 shares 4,691 $902K 0.01% -1,475 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: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 4,989 shares; 2025Q2: 5,409 shares; 2025Q3: 5,659 shares 5,659 $895K 0.01% +250 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 21,608 shares; 2025Q1: 12,769 shares; 2025Q2: 10,085 shares; 2025Q3: 7,554 shares 7,554 $894K 0.01% -2,531 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 9,360 shares; 2025Q1: 9,397 shares; 2025Q2: 8,145 shares; 2025Q3: 8,295 shares 8,295 $883K 0.01% +150 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: 3,261 shares; 2024Q4: 3,150 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,757 shares 2,757 $882K 0.01% -65 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,740 shares; 2025Q1: not reported; 2025Q2: 4,775 shares; 2025Q3: 4,808 shares 4,808 $877K 0.01% +33 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: 9,048 shares; 2024Q4: 9,749 shares; 2025Q1: 9,537 shares; 2025Q2: 9,304 shares; 2025Q3: 9,107 shares 9,107 $854K 0.01% -197 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: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 11,257 shares; 2025Q2: 18,839 shares; 2025Q3: 13,869 shares 13,869 $848K 0.01% -4,970 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,822 shares; 2024Q4: 6,764 shares; 2025Q1: 6,656 shares; 2025Q2: 7,021 shares; 2025Q3: 6,902 shares 6,902 $845K 0.01% -119 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 11,634 shares; 2025Q2: 11,630 shares; 2025Q3: 11,275 shares 11,275 $844K 0.01% -355 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 3,652 shares; 2025Q1: 4,282 shares; 2025Q2: 4,252 shares; 2025Q3: 4,397 shares 4,397 $834K 0.01% +145 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,265 shares; 2025Q1: 3,374 shares; 2025Q2: 3,375 shares; 2025Q3: 3,315 shares 3,315 $834K 0.01% -60 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,387 shares; 2025Q3: 4,195 shares 4,195 $829K 0.01% -192 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 15,540 shares 15,540 $825K 0.01% +420 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: 2,453 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares 2,753 $819K 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: 3,541 shares; 2024Q4: 3,540 shares; 2025Q1: 3,710 shares; 2025Q2: 3,714 shares; 2025Q3: 3,982 shares 3,982 $817K 0.01% +268 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,419 shares; 2024Q4: 27,392 shares; 2025Q1: 27,239 shares; 2025Q2: 27,173 shares; 2025Q3: 27,149 shares 27,149 $815K 0.01% -24 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,570 shares; 2024Q4: 45,143 shares; 2025Q1: 45,105 shares; 2025Q2: 30,793 shares; 2025Q3: 29,330 shares 29,330 $799K 0.01% -1,463 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: 3,063 shares; 2024Q4: 3,148 shares; 2025Q1: 3,176 shares; 2025Q2: 3,338 shares; 2025Q3: 3,537 shares 3,537 $781K 0.01% +199 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,148 shares; 2025Q1: 3,111 shares; 2025Q2: 3,571 shares; 2025Q3: 3,596 shares 3,596 $776K 0.01% +25 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,243 shares; 2024Q4: 9,213 shares; 2025Q1: 9,120 shares; 2025Q2: 9,177 shares; 2025Q3: 9,213 shares 9,213 $775K 0.01% +36 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: 3,811 shares; 2024Q4: 4,221 shares; 2025Q1: 4,274 shares; 2025Q2: 4,780 shares; 2025Q3: 5,147 shares 5,147 $753K 0.01% +367 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: 8,863 shares; 2024Q4: 10,563 shares; 2025Q1: 10,258 shares; 2025Q2: 10,356 shares; 2025Q3: 10,258 shares 10,258 $752K 0.01% -98 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,154 shares; 2025Q1: 2,474 shares; 2025Q2: 2,489 shares; 2025Q3: 3,165 shares 3,165 $744K 0.01% +676 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 11,288 shares; 2025Q1: 11,084 shares; 2025Q2: 10,882 shares; 2025Q3: 11,729 shares 11,729 $743K 0.01% +847 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: 4,485 shares; 2024Q4: 7,168 shares; 2025Q1: 8,538 shares; 2025Q2: 8,546 shares; 2025Q3: 9,164 shares 9,164 $739K 0.01% +618 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,754 shares; 2024Q4: 43,731 shares; 2025Q1: 41,985 shares; 2025Q2: 29,969 shares; 2025Q3: 28,373 shares 28,373 $739K 0.01% -1,596 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,148 shares; 2024Q4: 28,148 shares; 2025Q1: 28,148 shares; 2025Q2: 28,148 shares; 2025Q3: 27,204 shares 27,204 $729K 0.01% -944 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: not reported; 2024Q4: 2,733 shares; 2025Q1: 2,742 shares; 2025Q2: 2,738 shares; 2025Q3: 2,782 shares 2,782 $725K 0.01% +44 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 15,113 shares; 2025Q1: 14,988 shares; 2025Q2: 16,801 shares; 2025Q3: 15,769 shares 15,769 $723K 0.01% -1,032 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: 157,515 shares; 2024Q4: 30,785 shares; 2025Q1: 19,785 shares; 2025Q2: 9,757 shares; 2025Q3: 9,583 shares 9,583 $722K 0.01% -174 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: 1,978 shares; 2024Q4: 1,802 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 2,022 shares 2,022 $701K 0.01% +74 Timeline IHF 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: 20,835 shares; 2024Q4: 14,335 shares; 2025Q1: 13,675 shares; 2025Q2: 13,475 shares; 2025Q3: 14,120 shares 14,120 $697K 0.01% +645 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: 1,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,916 shares; 2025Q3: 6,904 shares 6,904 $694K 0.01% -12 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: 4,515 shares; 2024Q4: 4,520 shares; 2025Q1: 6,980 shares; 2025Q2: 7,537 shares; 2025Q3: 7,194 shares 7,194 $690K 0.01% -343 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,660 shares; 2025Q1: 5,675 shares; 2025Q2: 7,186 shares; 2025Q3: 6,175 shares 6,175 $687K 0.01% -1,011 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 10,006 shares; 2025Q2: 10,006 shares; 2025Q3: 10,006 shares 10,006 $686K 0.01% 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: 5,604 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,563 shares; 2025Q3: 5,545 shares 5,545 $684K 0.01% -18 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares 6,804 $683K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,656 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares 4,656 $679K 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: 3,953 shares; 2024Q4: 3,958 shares; 2025Q1: 3,950 shares; 2025Q2: 3,889 shares; 2025Q3: 3,812 shares 3,812 $679K 0.01% -77 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 7,924 shares; 2025Q1: 5,472 shares; 2025Q2: 5,323 shares; 2025Q3: 5,323 shares 5,323 $674K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 9,044 shares; 2025Q1: 8,554 shares; 2025Q2: 8,440 shares; 2025Q3: 8,433 shares 8,433 $657K 0.01% -7 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: 2,748 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 3,262 shares; 2025Q3: 3,146 shares 3,146 $657K 0.01% -116 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: 8,089 shares; 2024Q4: 8,089 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000 $655K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 6,616 shares; 2025Q1: 6,782 shares; 2025Q2: 6,251 shares; 2025Q3: 7,160 shares 7,160 $640K 0.01% +909 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: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 7,416 shares; 2025Q2: 7,024 shares; 2025Q3: 6,973 shares 6,973 $638K 0.01% -51 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 9,349 shares; 2025Q1: 9,343 shares; 2025Q2: 9,352 shares; 2025Q3: 9,343 shares 9,343 $632K 0.01% -9 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: 10,179 shares; 2024Q4: 10,179 shares; 2025Q1: 10,164 shares; 2025Q2: 10,904 shares; 2025Q3: 10,607 shares 10,607 $629K 0.01% -297 OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares 1,831 $609K 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: 8,791 shares; 2024Q4: 8,791 shares; 2025Q1: 8,879 shares; 2025Q2: 9,516 shares; 2025Q3: 8,879 shares 8,879 $604K 0.01% -637 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: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,451 shares; 2025Q2: 1,455 shares; 2025Q3: 1,396 shares 1,396 $595K 0.01% -59 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,637 shares; 2024Q4: 32,500 shares; 2025Q1: not reported; 2025Q2: 23,200 shares; 2025Q3: 29,022 shares 29,022 $592K 0.01% +5,822 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,502 shares 9,502 $586K 0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,149 shares; 2025Q1: 4,149 shares; 2025Q2: 4,412 shares; 2025Q3: 4,409 shares 4,409 $581K 0.01% -3 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 4,986 shares; 2025Q1: 3,670 shares; 2025Q2: 4,060 shares; 2025Q3: 4,055 shares 4,055 $564K 0.01% -5 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,239 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares 2,163 $561K 0.01% 0 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: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,529 shares; 2025Q2: 2,135 shares; 2025Q3: 2,552 shares 2,552 $560K 0.01% +417 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,406 shares; 2024Q4: 17,304 shares; 2025Q1: 16,033 shares; 2025Q2: 16,495 shares; 2025Q3: 16,033 shares 16,033 $552K 0.01% -462 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $552K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,331 shares; 2025Q1: 5,965 shares; 2025Q2: 6,390 shares; 2025Q3: 5,792 shares 5,792 $551K 0.01% -598 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: 5,292 shares; 2024Q4: 7,859 shares; 2025Q1: 8,577 shares; 2025Q2: 8,588 shares; 2025Q3: 7,639 shares 7,639 $543K 0.01% -949 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,486 shares; 2025Q1: 3,676 shares; 2025Q2: 3,576 shares; 2025Q3: 3,628 shares 3,628 $539K 0.01% +52 Timeline SAFETY SHOT INC SAFETY SHOT INC More: the full row for SAFETY SHOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990,000 shares; 2024Q4: 1,990,000 shares; 2025Q1: 1,990,000 shares; 2025Q2: 1,990,000 shares; 2025Q3: 1,990,000 shares 1,990,000 $533K 0.01% 0 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: 3,130 shares; 2024Q4: 3,080 shares; 2025Q1: 3,030 shares; 2025Q2: 2,940 shares; 2025Q3: 2,840 shares 2,840 $533K 0.01% -100 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 890 shares 890 $530K 0.01% +3 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 4,693 shares; 2025Q1: 6,485 shares; 2025Q2: 7,522 shares; 2025Q3: 7,514 shares 7,514 $526K 0.01% -8 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,051 shares; 2025Q1: 5,632 shares; 2025Q2: 5,706 shares; 2025Q3: 5,333 shares 5,333 $525K 0.01% -373 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 3,502 shares; 2025Q3: 3,600 shares 3,600 $525K 0.01% +98 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,285 shares; 2024Q4: 12,261 shares; 2025Q1: 12,261 shares; 2025Q2: 12,277 shares; 2025Q3: 12,261 shares 12,261 $522K 0.01% -16 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,984 shares; 2025Q1: 18,984 shares; 2025Q2: 18,984 shares; 2025Q3: 18,984 shares 18,984 $518K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 7,987 shares; 2025Q1: 7,815 shares; 2025Q2: 7,738 shares; 2025Q3: 7,738 shares 7,738 $518K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 717 shares; 2025Q1: 702 shares; 2025Q2: 1,055 shares; 2025Q3: 1,052 shares 1,052 $516K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,709 shares 5,709 $514K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,038 shares; 2025Q1: 1,144 shares; 2025Q2: 1,619 shares; 2025Q3: 1,572 shares 1,572 $508K 0.01% -47 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,444 shares; 2025Q1: 9,238 shares; 2025Q2: 9,307 shares; 2025Q3: 9,788 shares 9,788 $497K 0.01% +481 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: 3,019 shares; 2024Q4: not reported; 2025Q1: 3,019 shares; 2025Q2: 6,265 shares; 2025Q3: 5,960 shares 5,960 $492K 0.01% -305 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: 18,758 shares; 2024Q4: 18,758 shares; 2025Q1: 16,703 shares; 2025Q2: 16,730 shares; 2025Q3: 18,558 shares 18,558 $489K 0.01% +1,828 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: 5,496 shares; 2024Q4: 5,515 shares; 2025Q1: 5,541 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares 5,515 $489K 0.01% 0 Timeline MGK 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: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares 1,161 $467K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,229 shares 5,229 $463K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares 5,863 $456K 0.01% 0 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: 4,095 shares; 2024Q4: 3,945 shares; 2025Q1: 3,945 shares; 2025Q2: 3,900 shares; 2025Q3: 3,224 shares 3,224 $456K 0.01% -676 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: 3,707 shares; 2024Q4: 3,715 shares; 2025Q1: 3,716 shares; 2025Q2: 3,800 shares; 2025Q3: 3,554 shares 3,554 $456K 0.01% -246 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,391 shares; 2025Q1: 7,109 shares; 2025Q2: 7,109 shares; 2025Q3: 7,109 shares 7,109 $446K 0.01% 0 Timeline IYK 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: 22,379 shares; 2024Q4: 19,514 shares; 2025Q1: 9,140 shares; 2025Q2: 8,750 shares; 2025Q3: 6,491 shares 6,491 $444K 0.01% -2,259 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares 1,413 $435K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,288 shares; 2024Q4: 29,863 shares; 2025Q1: 29,997 shares; 2025Q2: 4,957 shares; 2025Q3: 5,807 shares 5,807 $432K 0.01% +850 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares 2,654 $430K 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: 1,368 shares; 2024Q4: 1,361 shares; 2025Q1: 1,334 shares; 2025Q2: 1,336 shares; 2025Q3: 1,344 shares 1,344 $427K 0.01% +8 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,211 shares; 2025Q1: 3,646 shares; 2025Q2: 3,465 shares; 2025Q3: 3,296 shares 3,296 $423K 0.01% -169 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 3,693 shares; 2025Q2: 3,734 shares; 2025Q3: 3,434 shares 3,434 $419K 0.01% -300 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 3,043 shares; 2025Q1: 3,070 shares; 2025Q2: 2,597 shares; 2025Q3: 2,396 shares 2,396 $419K 0.01% -201 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: 2,052 shares; 2024Q4: 2,064 shares; 2025Q1: 2,030 shares; 2025Q2: 2,013 shares; 2025Q3: 1,688 shares 1,688 $418K 0.01% -325 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 9,222 shares; 2025Q1: 9,499 shares; 2025Q2: 9,343 shares; 2025Q3: 8,782 shares 8,782 $395K 0.01% -561 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,857 shares; 2025Q1: not reported; 2025Q2: 2,558 shares; 2025Q3: 2,657 shares 2,657 $392K 0.01% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 524 shares 524 $391K 0.01% +86 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares 6,100 $388K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,721 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares 2,725 $380K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares 3,750 $379K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,076 shares; 2025Q3: 22,076 shares 22,076 $377K 0.01% 0 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: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,368 shares; 2025Q2: 2,696 shares; 2025Q3: 2,692 shares 2,692 $373K 0.01% -4 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,862 shares; 2025Q2: 12,862 shares; 2025Q3: 14,104 shares 14,104 $370K 0.01% +1,242 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,413 shares; 2025Q1: 4,342 shares; 2025Q2: 5,107 shares; 2025Q3: 4,793 shares 4,793 $368K 0.01% -314 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 9,688 shares; 2025Q1: 9,020 shares; 2025Q2: 8,897 shares; 2025Q3: 8,882 shares 8,882 $362K 0.01% -15 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: 3,918 shares; 2024Q4: 3,429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,640 shares 3,640 $351K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,523 shares; 2024Q4: 7,191 shares; 2025Q1: 6,592 shares; 2025Q2: 6,217 shares; 2025Q3: 5,874 shares 5,874 $350K 0.01% -343 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: not reported; 2025Q1: 5,392 shares; 2025Q2: 6,978 shares; 2025Q3: 8,724 shares 8,724 $348K 0.01% +1,746 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,263 shares; 2025Q1: 5,087 shares; 2025Q2: 5,095 shares; 2025Q3: 5,086 shares 5,086 $343K 0.01% -9 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 531 shares; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 411 shares 411 $339K 0.01% -122 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,109 shares; 2025Q2: 12,109 shares; 2025Q3: 12,609 shares 12,609 $334K 0.01% +500 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,885 shares; 2025Q1: 1,923 shares; 2025Q2: 2,300 shares; 2025Q3: 2,095 shares 2,095 $334K 0.01% -205 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 4,939 shares; 2025Q1: 4,708 shares; 2025Q2: 4,558 shares; 2025Q3: 4,557 shares 4,557 $333K 0.01% -1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares 1,583 $331K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 6,085 shares; 2025Q1: 6,085 shares; 2025Q2: 6,213 shares; 2025Q3: 6,085 shares 6,085 $330K 0.01% -128 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,340 shares; 2025Q1: 2,376 shares; 2025Q2: 2,344 shares; 2025Q3: 2,340 shares 2,340 $330K 0.01% -4 Timeline IVOV 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: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,659 shares; 2025Q2: 3,409 shares; 2025Q3: 3,234 shares 3,234 $326K 0.01% -175 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares 6,500 $325K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares 3,887 $323K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,417 shares; 2025Q1: 5,316 shares; 2025Q2: 3,158 shares; 2025Q3: 3,068 shares 3,068 $322K 0.01% -90 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares 2,350 $315K <0.01% 0 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: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares 1,445 $315K <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: 3,120 shares; 2024Q4: 2,978 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,735 shares 2,735 $313K <0.01% +282 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 980 shares; 2025Q1: 1,041 shares; 2025Q2: 1,046 shares; 2025Q3: 1,010 shares 1,010 $313K <0.01% -36 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,228 shares; 2025Q3: 14,228 shares 14,228 $312K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,501 shares; 2025Q1: 1,347 shares; 2025Q2: 1,351 shares; 2025Q3: 1,359 shares 1,359 $312K <0.01% +8 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 7,869 shares; 2025Q1: 7,213 shares; 2025Q2: 7,446 shares; 2025Q3: 7,213 shares 7,213 $311K <0.01% -233 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,804 shares; 2025Q2: 3,758 shares; 2025Q3: 4,051 shares 4,051 $308K <0.01% +293 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares 1,624 $305K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,189 shares; 2025Q2: 18,131 shares; 2025Q3: 10,752 shares 10,752 $304K <0.01% -7,379 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 7,772 shares; 2025Q1: 9,662 shares; 2025Q2: 9,518 shares; 2025Q3: 9,518 shares 9,518 $304K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,802 shares 1,802 $302K <0.01% +302 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $297K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,082 shares; 2025Q1: 2,862 shares; 2025Q2: 2,870 shares; 2025Q3: 2,862 shares 2,862 $297K <0.01% -8 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,054 shares; 2025Q3: 1,534 shares 1,534 $297K <0.01% +480 Timeline HEI-A 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: 1,025 shares; 2024Q4: 1,241 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares 1,161 $295K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares 1,030 $279K <0.01% 0 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 500 shares; 2025Q2: 442 shares; 2025Q3: 561 shares 561 $277K <0.01% +119 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: 3,187 shares; 2024Q4: 3,192 shares; 2025Q1: 3,219 shares; 2025Q2: 3,175 shares; 2025Q3: 2,923 shares 2,923 $276K <0.01% -252 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,740 shares 3,740 $274K <0.01% new Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 6,933 shares 6,933 $272K <0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 799 shares 799 $271K <0.01% -238 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,386 shares; 2025Q1: 10,386 shares; 2025Q2: 11,216 shares; 2025Q3: 10,386 shares 10,386 $271K <0.01% -830 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: 3,432 shares; 2024Q4: 3,042 shares; 2025Q1: 2,824 shares; 2025Q2: 2,809 shares; 2025Q3: 2,824 shares 2,824 $269K <0.01% +15 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,298 shares; 2025Q3: 1,995 shares 1,995 $269K <0.01% -303 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,044 shares; 2025Q1: 1,036 shares; 2025Q2: 1,038 shares; 2025Q3: 1,036 shares 1,036 $266K <0.01% -2 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: not reported; 2024Q4: 7,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares 6,179 $265K <0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares 9,900 $258K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares 3,021 $255K <0.01% 0 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: 2,021 shares; 2024Q4: 2,017 shares; 2025Q1: 1,750 shares; 2025Q2: 1,253 shares; 2025Q3: 1,250 shares 1,250 $252K <0.01% -3 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,247 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares 1,308 $249K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares 508 $246K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 876 shares; 2025Q1: 844 shares; 2025Q2: 1,001 shares; 2025Q3: 921 shares 921 $246K <0.01% -80 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 6,210 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares 6,155 $244K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,204 shares 6,204 $237K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 511 shares 511 $237K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 672 shares 672 $236K <0.01% -61 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares 3,607 $234K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares 3,838 $229K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 904 shares 904 $229K <0.01% +43 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,825 shares; 2025Q2: 6,925 shares; 2025Q3: 2,425 shares 2,425 $227K <0.01% -4,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 413 shares 413 $224K <0.01% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares 1,423 $224K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares 800 $223K <0.01% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares 9,700 $222K <0.01% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,613 shares; 2024Q4: 8,613 shares; 2025Q1: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares 8,613 $220K <0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,039 shares; 2025Q2: 6,039 shares; 2025Q3: 6,039 shares 6,039 $217K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 3,130 shares; 2025Q2: 3,177 shares; 2025Q3: 2,234 shares 2,234 $215K <0.01% -943 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares 3,650 $212K <0.01% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,241 shares; 2024Q4: 7,340 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 7,415 shares 7,415 $210K <0.01% -1,785 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,613 shares; 2025Q1: 5,017 shares; 2025Q2: 5,705 shares; 2025Q3: 4,500 shares 4,500 $208K <0.01% -1,205 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares 3,200 $208K <0.01% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 558 shares; 2025Q3: 423 shares 423 $204K <0.01% -135 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: 6,820 shares; 2024Q4: 6,319 shares; 2025Q1: 6,057 shares; 2025Q2: 5,703 shares; 2025Q3: 4,046 shares 4,046 $204K <0.01% -1,657 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,618 shares; 2025Q1: 4,854 shares; 2025Q2: 4,727 shares; 2025Q3: 4,704 shares 4,704 $202K <0.01% -23 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: 1,140 shares; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares 1,139 $200K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,126 shares; 2025Q2: 2,075 shares; 2025Q3: 1,843 shares 1,843 $200K <0.01% -232 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 10,001 shares; 2025Q1: 12,849 shares; 2025Q2: 12,653 shares; 2025Q3: 12,106 shares 12,106 $183K <0.01% -547 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,486 shares; 2025Q2: 10,331 shares; 2025Q3: 10,032 shares 10,032 $163K <0.01% -299 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: 18,094 shares; 2024Q4: 12,247 shares; 2025Q1: 12,194 shares; 2025Q2: 12,592 shares; 2025Q3: 12,194 shares 12,194 $146K <0.01% -398 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares 10,100 $97.4K <0.01% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,650 shares; 2025Q3: 10,650 shares 10,650 $94.7K <0.01% 0 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,978 shares; 2025Q1: 23,978 shares; 2025Q2: 43,128 shares; 2025Q3: 43,128 shares 43,128 $88.8K <0.01% 0 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $29.9K <0.01% 0 Timeline FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,949 shares; 2024Q4: 21,074 shares; 2025Q1: 17,724 shares; 2025Q2: 17,724 shares; 2025Q3: 17,724 shares 17,724 $28.4K <0.01% 0 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares 14,350 $20.8K <0.01% 0 Timeline