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: 47,578 shares; 2024Q4: 55,957 shares; 2025Q1: 39,049 shares; 2025Q2: 63,867 shares; 2025Q3: 60,248 shares 60,248 $40.3M 4.65% -3,619 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: 147,043 shares; 2024Q4: 145,398 shares; 2025Q1: 138,201 shares; 2025Q2: 148,020 shares; 2025Q3: 146,552 shares 146,552 $37.3M 4.31% -1,468 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: 65,497 shares; 2024Q4: 65,057 shares; 2025Q1: 67,232 shares; 2025Q2: 63,664 shares; 2025Q3: 63,073 shares 63,073 $32.7M 3.77% -591 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: 128,513 shares; 2024Q4: 122,669 shares; 2025Q1: 127,973 shares; 2025Q2: 124,566 shares; 2025Q3: 115,231 shares 115,231 $28M 3.23% -9,335 Timeline BBEU 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: 293,047 shares; 2024Q4: 315,200 shares; 2025Q1: 329,796 shares; 2025Q2: 350,398 shares; 2025Q3: 362,897 shares 362,897 $25.3M 2.92% +12,499 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: 90,934 shares; 2024Q4: 87,479 shares; 2025Q1: 84,872 shares; 2025Q2: 82,186 shares; 2025Q3: 85,273 shares 85,273 $18.7M 2.16% +3,087 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: 34,356 shares; 2024Q4: 36,919 shares; 2025Q1: 32,973 shares; 2025Q2: 33,358 shares; 2025Q3: 34,546 shares 34,546 $17.4M 2% +1,188 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,926 shares; 2024Q4: 133,255 shares; 2025Q1: 133,358 shares; 2025Q2: 135,305 shares; 2025Q3: 137,157 shares 137,157 $14.7M 1.7% +1,852 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: 126,141 shares; 2024Q4: 124,754 shares; 2025Q1: 127,298 shares; 2025Q2: 129,661 shares; 2025Q3: 132,727 shares 132,727 $13.3M 1.54% +3,066 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: 71,830 shares; 2024Q4: 49,288 shares; 2025Q1: 48,757 shares; 2025Q2: 38,989 shares; 2025Q3: 47,153 shares 47,153 $13.3M 1.54% +8,164 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: 44,360 shares; 2024Q4: 43,165 shares; 2025Q1: 40,895 shares; 2025Q2: 41,114 shares; 2025Q3: 39,116 shares 39,116 $12.3M 1.42% -1,998 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,542 shares; 2024Q4: 159,341 shares; 2025Q1: 166,826 shares; 2025Q2: 175,347 shares; 2025Q3: 182,465 shares 182,465 $12.3M 1.42% +7,118 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,567 shares; 2024Q4: 46,995 shares; 2025Q1: 55,554 shares; 2025Q2: 47,459 shares; 2025Q3: 36,952 shares 36,952 $12.2M 1.41% -10,507 Timeline IPAC 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: 110,162 shares; 2024Q4: 152,137 shares; 2025Q1: 156,840 shares; 2025Q2: 163,950 shares; 2025Q3: 165,292 shares 165,292 $12.1M 1.4% +1,342 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: 47,478 shares; 2024Q4: 113,948 shares; 2025Q1: 118,719 shares; 2025Q2: 125,320 shares; 2025Q3: 127,788 shares 127,788 $10.6M 1.22% +2,468 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: 22,996 shares; 2024Q4: 44,964 shares; 2025Q1: 44,795 shares; 2025Q2: 42,755 shares; 2025Q3: 49,835 shares 49,835 $10.1M 1.17% +7,080 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: 184,497 shares; 2024Q4: 184,981 shares; 2025Q1: 178,510 shares; 2025Q2: 173,914 shares; 2025Q3: 171,396 shares 171,396 $10.1M 1.16% -2,518 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: 10,912 shares; 2024Q4: 10,813 shares; 2025Q1: 10,649 shares; 2025Q2: 10,496 shares; 2025Q3: 13,169 shares 13,169 $10M 1.16% +2,673 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,782 shares; 2025Q1: 173,945 shares; 2025Q2: 261,736 shares; 2025Q3: 313,913 shares 313,913 $9.85M 1.14% +52,177 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: not reported; 2024Q4: 6,230 shares; 2025Q1: 12,498 shares; 2025Q2: 13,062 shares; 2025Q3: 13,057 shares 13,057 $9.59M 1.11% -5 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: 71,927 shares; 2024Q4: 69,079 shares; 2025Q1: 53,983 shares; 2025Q2: 51,821 shares; 2025Q3: 50,724 shares 50,724 $9.41M 1.09% -1,097 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: 74,976 shares; 2024Q4: 72,103 shares; 2025Q1: 79,111 shares; 2025Q2: 63,152 shares; 2025Q3: 58,520 shares 58,520 $9.3M 1.07% -4,632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,795 shares; 2025Q3: 9,113 shares 9,113 $8.82M 1.02% +2,318 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: 57,485 shares; 2024Q4: 86,600 shares; 2025Q1: 87,212 shares; 2025Q2: 88,552 shares; 2025Q3: 89,556 shares 89,556 $8.64M 1% +1,004 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: 106,787 shares; 2024Q4: 104,920 shares; 2025Q1: 105,405 shares; 2025Q2: 102,770 shares; 2025Q3: 67,686 shares 67,686 $8.38M 0.97% -35,084 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: 96,465 shares; 2024Q4: 96,364 shares; 2025Q1: 111,645 shares; 2025Q2: 83,922 shares; 2025Q3: 86,297 shares 86,297 $8.22M 0.95% +2,375 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: 74,164 shares; 2024Q4: 71,392 shares; 2025Q1: 78,356 shares; 2025Q2: 97,243 shares; 2025Q3: 108,012 shares 108,012 $8.15M 0.94% +10,769 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,134 shares; 2024Q4: 51,826 shares; 2025Q1: 57,736 shares; 2025Q2: 56,464 shares; 2025Q3: 58,059 shares 58,059 $8.11M 0.94% +1,595 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,143 shares; 2025Q1: 70,729 shares; 2025Q2: 85,782 shares; 2025Q3: 109,004 shares 109,004 $7.9M 0.91% +23,222 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: not reported; 2024Q4: 29,581 shares; 2025Q1: 77,241 shares; 2025Q2: 89,704 shares; 2025Q3: 114,481 shares 114,481 $7.83M 0.9% +24,777 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,788 shares; 2024Q4: 100,831 shares; 2025Q1: 67,421 shares; 2025Q2: 66,223 shares; 2025Q3: 63,507 shares 63,507 $7.61M 0.88% -2,716 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,765 shares; 2024Q4: 233,525 shares; 2025Q1: 377,031 shares; 2025Q2: 314,305 shares; 2025Q3: 370,436 shares 370,436 $7.48M 0.86% +56,131 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: 917 shares; 2024Q4: 23,284 shares; 2025Q1: 21,321 shares; 2025Q2: 17,021 shares; 2025Q3: 18,264 shares 18,264 $7.4M 0.85% +1,243 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: 25,542 shares; 2024Q4: 27,752 shares; 2025Q1: 27,215 shares; 2025Q2: 26,305 shares; 2025Q3: 24,544 shares 24,544 $7.38M 0.85% -1,761 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: not reported; 2024Q4: 25,870 shares; 2025Q1: 41,544 shares; 2025Q2: 33,455 shares; 2025Q3: 40,061 shares 40,061 $7.36M 0.85% +6,606 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: 69,269 shares; 2024Q4: 66,392 shares; 2025Q1: 75,697 shares; 2025Q2: 65,169 shares; 2025Q3: 65,255 shares 65,255 $7.36M 0.85% +86 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,906 shares; 2025Q1: 60,134 shares; 2025Q2: 82,571 shares; 2025Q3: 99,759 shares 99,759 $7.34M 0.85% +17,188 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,743 shares; 2024Q4: 103,081 shares; 2025Q1: 128,414 shares; 2025Q2: 126,822 shares; 2025Q3: 131,070 shares 131,070 $7.25M 0.84% +4,248 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: 61,833 shares; 2024Q4: 63,565 shares; 2025Q1: 138,311 shares; 2025Q2: 126,436 shares; 2025Q3: 108,558 shares 108,558 $7.08M 0.82% -17,878 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: not reported; 2024Q4: not reported; 2025Q1: 8,442 shares; 2025Q2: 12,861 shares; 2025Q3: 12,591 shares 12,591 $7.08M 0.82% -270 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 28,475 shares; 2025Q2: 38,976 shares; 2025Q3: 53,291 shares 53,291 $7.02M 0.81% +14,315 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: 31,911 shares; 2024Q4: 51,501 shares; 2025Q1: 52,219 shares; 2025Q2: 48,637 shares; 2025Q3: 47,945 shares 47,945 $6.93M 0.8% -692 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: 22,964 shares; 2024Q4: 22,810 shares; 2025Q1: 17,734 shares; 2025Q2: 17,057 shares; 2025Q3: 18,064 shares 18,064 $6.68M 0.77% +1,007 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: 17,414 shares; 2024Q4: 12,818 shares; 2025Q1: 10,902 shares; 2025Q2: 10,672 shares; 2025Q3: 94,913 shares 94,913 $6.62M 0.76% +84,241 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: 96,765 shares; 2024Q4: 82,925 shares; 2025Q1: 58,214 shares; 2025Q2: 56,164 shares; 2025Q3: 64,089 shares 64,089 $6.61M 0.76% +7,925 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,749 shares; 2024Q4: 33,094 shares; 2025Q1: 24,253 shares; 2025Q2: 23,850 shares; 2025Q3: 24,247 shares 24,247 $6.55M 0.76% +397 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: not reported; 2024Q4: 11,522 shares; 2025Q1: 16,501 shares; 2025Q2: 8,962 shares; 2025Q3: 17,300 shares 17,300 $6.47M 0.75% +8,338 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: not reported; 2024Q4: not reported; 2025Q1: 4,537 shares; 2025Q2: 9,205 shares; 2025Q3: 13,539 shares 13,539 $6.19M 0.71% +4,334 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: 123,267 shares; 2024Q4: 125,848 shares; 2025Q1: 126,000 shares; 2025Q2: 120,710 shares; 2025Q3: 119,039 shares 119,039 $6.14M 0.71% -1,671 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: 53,241 shares; 2024Q4: 52,430 shares; 2025Q1: 51,960 shares; 2025Q2: 50,226 shares; 2025Q3: 50,096 shares 50,096 $5.62M 0.65% -130 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: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 6,450 shares; 2025Q3: 12,201 shares 12,201 $5.58M 0.64% +5,751 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: 2,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,234 shares; 2025Q3: 34,335 shares 34,335 $5.56M 0.64% -5,899 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: 5,606 shares; 2024Q4: 5,529 shares; 2025Q1: 5,221 shares; 2025Q2: 4,905 shares; 2025Q3: 4,544 shares 4,544 $5.45M 0.63% -361 Timeline MCHI 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: 76,723 shares; 2024Q4: 74,990 shares; 2025Q1: 77,814 shares; 2025Q2: 81,791 shares; 2025Q3: 81,769 shares 81,769 $5.38M 0.62% -22 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: 66,868 shares; 2024Q4: 50,804 shares; 2025Q1: 58,191 shares; 2025Q2: 42,139 shares; 2025Q3: 45,660 shares 45,660 $5.23M 0.6% +3,521 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: 75,683 shares; 2024Q4: 75,681 shares; 2025Q1: 78,863 shares; 2025Q2: 79,167 shares; 2025Q3: 78,730 shares 78,730 $5.22M 0.6% -437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,119 shares; 2025Q3: 15,061 shares 15,061 $5.2M 0.6% +6,942 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: 4,507 shares; 2024Q4: 8,708 shares; 2025Q1: 8,714 shares; 2025Q2: 8,501 shares; 2025Q3: 8,401 shares 8,401 $5.04M 0.58% -100 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: 20,524 shares; 2024Q4: 18,465 shares; 2025Q1: 11,893 shares; 2025Q2: 10,298 shares; 2025Q3: 12,812 shares 12,812 $5.02M 0.58% +2,514 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: 22,378 shares; 2025Q2: 15,916 shares; 2025Q3: 15,135 shares 15,135 $4.98M 0.57% -781 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370,624 shares; 2025Q1: 373,168 shares; 2025Q2: 287,046 shares; 2025Q3: 286,885 shares 286,885 $4.95M 0.57% -161 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: not reported; 2024Q4: 14,589 shares; 2025Q1: 16,088 shares; 2025Q2: 15,901 shares; 2025Q3: 15,856 shares 15,856 $4.82M 0.56% -45 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,390 shares; 2025Q2: 56,956 shares; 2025Q3: 95,381 shares 95,381 $4.53M 0.52% +38,425 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 28,552 shares; 2025Q1: 37,437 shares; 2025Q2: 29,858 shares; 2025Q3: 29,590 shares 29,590 $4.43M 0.51% -268 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: 16,243 shares; 2024Q4: 15,576 shares; 2025Q1: 13,625 shares; 2025Q2: 10,487 shares; 2025Q3: 10,319 shares 10,319 $4.35M 0.5% -168 Timeline BBCA 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: 47,053 shares; 2024Q4: 44,835 shares; 2025Q1: 45,533 shares; 2025Q2: 46,578 shares; 2025Q3: 49,575 shares 49,575 $4.32M 0.5% +2,997 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: not reported; 2024Q4: not reported; 2025Q1: 9,192 shares; 2025Q2: 12,592 shares; 2025Q3: 18,184 shares 18,184 $4.27M 0.49% +5,592 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: 40,414 shares; 2024Q4: 45,504 shares; 2025Q1: 51,944 shares; 2025Q2: 43,437 shares; 2025Q3: 14,898 shares 14,898 $4.19M 0.48% -28,539 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: 52,096 shares; 2024Q4: 40,151 shares; 2025Q1: 20,256 shares; 2025Q2: 14,583 shares; 2025Q3: 14,539 shares 14,539 $4.1M 0.47% -44 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,156 shares 50,156 $4.07M 0.47% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,637 shares; 2024Q4: 27,514 shares; 2025Q1: 29,018 shares; 2025Q2: 28,020 shares; 2025Q3: 28,332 shares 28,332 $4.05M 0.47% +312 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: 10,395 shares; 2024Q4: 11,761 shares; 2025Q1: 12,910 shares; 2025Q2: 12,672 shares; 2025Q3: 14,234 shares 14,234 $4.02M 0.46% +1,562 Timeline VMBS 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: 23,583 shares; 2024Q4: 59,318 shares; 2025Q1: 80,364 shares; 2025Q2: 82,424 shares; 2025Q3: 83,702 shares 83,702 $3.93M 0.45% +1,278 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: 82,477 shares; 2024Q4: 55,416 shares; 2025Q1: 42,163 shares; 2025Q2: 40,626 shares; 2025Q3: 29,663 shares 29,663 $3.89M 0.45% -10,963 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,094 shares; 2025Q2: 29,078 shares; 2025Q3: 28,959 shares 28,959 $3.86M 0.45% -119 Timeline VGLT 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: not reported; 2024Q4: 27,277 shares; 2025Q1: 49,178 shares; 2025Q2: 57,234 shares; 2025Q3: 64,714 shares 64,714 $3.68M 0.42% +7,480 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS 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: 22,714 shares; 2025Q3: 41,142 shares 41,142 $3.63M 0.42% +18,428 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: 11,898 shares; 2024Q4: 11,865 shares; 2025Q1: 11,865 shares; 2025Q2: 11,847 shares; 2025Q3: 11,829 shares 11,829 $3.47M 0.4% -18 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: 15,977 shares; 2024Q4: 15,921 shares; 2025Q1: 15,921 shares; 2025Q2: 13,621 shares; 2025Q3: 13,621 shares 13,621 $3.32M 0.38% 0 Timeline XLU 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: 37,190 shares; 2024Q4: 36,515 shares; 2025Q1: 39,576 shares; 2025Q2: 38,305 shares; 2025Q3: 37,841 shares 37,841 $3.3M 0.38% -464 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: 29,607 shares; 2024Q4: 31,087 shares; 2025Q1: 31,999 shares; 2025Q2: 25,588 shares; 2025Q3: 25,783 shares 25,783 $3.19M 0.37% +195 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: 37,298 shares; 2024Q4: 27,128 shares; 2025Q1: 26,775 shares; 2025Q2: 26,364 shares; 2025Q3: 25,860 shares 25,860 $3.07M 0.35% -504 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: not reported; 2024Q4: 14,713 shares; 2025Q1: 25,163 shares; 2025Q2: 34,322 shares; 2025Q3: 40,346 shares 40,346 $3.03M 0.35% +6,024 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,396 shares 35,396 $2.98M 0.34% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,513 shares; 2024Q4: 153,764 shares; 2025Q1: 161,866 shares; 2025Q2: 146,874 shares; 2025Q3: 124,959 shares 124,959 $2.83M 0.33% -21,915 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: 8,924 shares; 2024Q4: 8,085 shares; 2025Q1: 9,522 shares; 2025Q2: 9,382 shares; 2025Q3: 9,438 shares 9,438 $2.81M 0.32% +56 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: 73,592 shares; 2024Q4: 72,324 shares; 2025Q1: 79,104 shares; 2025Q2: 63,785 shares; 2025Q3: 63,541 shares 63,541 $2.79M 0.32% -244 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,496 shares; 2025Q1: 42,845 shares; 2025Q2: 51,998 shares; 2025Q3: 65,610 shares 65,610 $2.7M 0.31% +13,612 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: not reported; 2024Q4: 7,486 shares; 2025Q1: 22,109 shares; 2025Q2: 26,388 shares; 2025Q3: 34,814 shares 34,814 $2.52M 0.29% +8,426 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,240 shares 120,240 $2.34M 0.27% new 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: 15,049 shares; 2024Q4: 14,512 shares; 2025Q1: 15,471 shares; 2025Q2: 13,747 shares; 2025Q3: 13,750 shares 13,750 $2.14M 0.25% +3 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: 17,749 shares; 2024Q4: 19,405 shares; 2025Q1: 22,058 shares; 2025Q2: 24,012 shares; 2025Q3: 28,062 shares 28,062 $2.05M 0.24% +4,050 Timeline PFF 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: 240,002 shares; 2024Q4: 185,302 shares; 2025Q1: 134,788 shares; 2025Q2: 135,277 shares; 2025Q3: 64,666 shares 64,666 $2.04M 0.24% -70,611 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,695 shares; 2024Q4: 57,167 shares; 2025Q1: 80,089 shares; 2025Q2: 59,836 shares; 2025Q3: 52,104 shares 52,104 $2.04M 0.24% -7,732 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: 15,468 shares; 2024Q4: 15,469 shares; 2025Q1: 16,392 shares; 2025Q2: 19,111 shares; 2025Q3: 18,708 shares 18,708 $1.94M 0.22% -403 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,337 shares; 2024Q4: 65,905 shares; 2025Q1: 84,012 shares; 2025Q2: 78,929 shares; 2025Q3: 79,737 shares 79,737 $1.89M 0.22% +808 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: 42,355 shares; 2024Q4: 50,620 shares; 2025Q1: 71,973 shares; 2025Q2: 72,400 shares; 2025Q3: 70,466 shares 70,466 $1.86M 0.21% -1,934 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,024 shares; 2024Q4: 41,562 shares; 2025Q1: 43,715 shares; 2025Q2: 42,199 shares; 2025Q3: 41,445 shares 41,445 $1.84M 0.21% -754 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,901 shares; 2024Q4: 22,777 shares; 2025Q1: 29,589 shares; 2025Q2: 41,092 shares; 2025Q3: 40,386 shares 40,386 $1.8M 0.21% -706 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,872 shares; 2024Q4: 29,727 shares; 2025Q1: 40,246 shares; 2025Q2: 37,549 shares; 2025Q3: 36,651 shares 36,651 $1.8M 0.21% -898 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,650 shares; 2024Q4: 82,517 shares; 2025Q1: 100,055 shares; 2025Q2: 94,778 shares; 2025Q3: 93,621 shares 93,621 $1.75M 0.2% -1,157 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: not reported; 2024Q4: 19,074 shares; 2025Q1: 28,157 shares; 2025Q2: 28,489 shares; 2025Q3: 28,490 shares 28,490 $1.74M 0.2% +1 Timeline USIG 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: 32,765 shares; 2025Q3: 33,111 shares 33,111 $1.73M 0.2% +346 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: 11,730 shares; 2024Q4: 11,332 shares; 2025Q1: 12,270 shares; 2025Q2: 8,685 shares; 2025Q3: 8,481 shares 8,481 $1.7M 0.2% -204 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 13,779 shares; 2025Q1: 17,025 shares; 2025Q2: 24,975 shares; 2025Q3: 24,464 shares 24,464 $1.68M 0.19% -511 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: 50,010 shares; 2024Q4: 23,056 shares; 2025Q1: 10,882 shares; 2025Q2: 10,373 shares; 2025Q3: 9,956 shares 9,956 $1.66M 0.19% -417 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,507 shares; 2024Q4: 71,686 shares; 2025Q1: 77,463 shares; 2025Q2: 75,023 shares; 2025Q3: 72,169 shares 72,169 $1.66M 0.19% -2,854 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: 13,914 shares; 2024Q4: 14,079 shares; 2025Q1: 15,708 shares; 2025Q2: 18,191 shares; 2025Q3: 18,196 shares 18,196 $1.64M 0.19% +5 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,083 shares; 2025Q3: 48,333 shares 48,333 $1.64M 0.19% +13,250 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: 34,832 shares; 2024Q4: 35,675 shares; 2025Q1: 42,853 shares; 2025Q2: 44,914 shares; 2025Q3: 57,396 shares 57,396 $1.56M 0.18% +12,482 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 16,846 shares; 2025Q1: 12,446 shares; 2025Q2: 17,193 shares; 2025Q3: 20,327 shares 20,327 $1.54M 0.18% +3,134 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 17,679 shares; 2025Q1: 20,733 shares; 2025Q2: 28,183 shares; 2025Q3: 28,183 shares 28,183 $1.53M 0.18% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,212 shares; 2024Q4: 37,539 shares; 2025Q1: 39,450 shares; 2025Q2: 38,595 shares; 2025Q3: 37,524 shares 37,524 $1.51M 0.17% -1,071 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 20,462 shares; 2025Q2: 22,045 shares; 2025Q3: 21,118 shares 21,118 $1.51M 0.17% -927 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,139 shares; 2024Q4: 25,522 shares; 2025Q1: 27,614 shares; 2025Q2: 31,028 shares; 2025Q3: 31,088 shares 31,088 $1.5M 0.17% +60 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,043 shares; 2025Q1: 29,149 shares; 2025Q2: 34,969 shares; 2025Q3: 39,620 shares 39,620 $1.45M 0.17% +4,651 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: 37,097 shares; 2024Q4: 32,399 shares; 2025Q1: 34,047 shares; 2025Q2: 32,536 shares; 2025Q3: 32,066 shares 32,066 $1.45M 0.17% -470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,935 shares; 2025Q3: 18,874 shares 18,874 $1.42M 0.16% -61 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,349 shares; 2025Q3: 18,446 shares 18,446 $1.42M 0.16% +10,097 Timeline JMEE 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: 5,401 shares; 2025Q1: 15,350 shares; 2025Q2: 18,489 shares; 2025Q3: 22,259 shares 22,259 $1.41M 0.16% +3,770 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: 9,989 shares; 2024Q4: 10,279 shares; 2025Q1: 11,438 shares; 2025Q2: 11,378 shares; 2025Q3: 11,317 shares 11,317 $1.41M 0.16% -61 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,038 shares; 2025Q2: 9,749 shares; 2025Q3: 20,360 shares 20,360 $1.39M 0.16% +10,611 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: 3,952 shares; 2024Q4: 2,416 shares; 2025Q1: 2,749 shares; 2025Q2: 2,730 shares; 2025Q3: 2,769 shares 2,769 $1.38M 0.16% +39 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: not reported; 2025Q3: 22,984 shares 22,984 $1.37M 0.16% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,359 shares; 2024Q4: 17,578 shares; 2025Q1: 18,688 shares; 2025Q2: 16,948 shares; 2025Q3: 16,497 shares 16,497 $1.37M 0.16% -451 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,265 shares; 2025Q2: 36,252 shares; 2025Q3: 43,229 shares 43,229 $1.35M 0.16% +6,977 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: 50,899 shares; 2024Q4: 50,793 shares; 2025Q1: 58,068 shares; 2025Q2: 53,622 shares; 2025Q3: 52,881 shares 52,881 $1.35M 0.16% -741 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,797 shares 21,797 $1.28M 0.15% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,080 shares 29,080 $1.24M 0.14% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,987 shares; 2024Q4: 25,469 shares; 2025Q1: 26,711 shares; 2025Q2: 26,276 shares; 2025Q3: 26,236 shares 26,236 $1.22M 0.14% -40 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,547 shares; 2025Q3: 5,039 shares 5,039 $1.17M 0.13% +492 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,303 shares; 2025Q1: 7,891 shares; 2025Q2: 7,936 shares; 2025Q3: 14,144 shares 14,144 $1.11M 0.13% +6,208 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: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,902 shares; 2025Q2: 3,542 shares; 2025Q3: 2,880 shares 2,880 $1.09M 0.13% -662 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: 12,087 shares; 2024Q4: 11,259 shares; 2025Q1: 13,822 shares; 2025Q2: 14,406 shares; 2025Q3: 14,565 shares 14,565 $1.08M 0.12% +159 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 17,890 shares; 2025Q1: 21,328 shares; 2025Q2: 21,070 shares; 2025Q3: 21,391 shares 21,391 $1.08M 0.12% +321 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,324 shares; 2025Q1: not reported; 2025Q2: 7,653 shares; 2025Q3: 7,570 shares 7,570 $1.08M 0.12% -83 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: 23,454 shares; 2024Q4: 24,538 shares; 2025Q1: 23,742 shares; 2025Q2: 22,742 shares; 2025Q3: 22,742 shares 22,742 $1.04M 0.12% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 19,710 shares; 2025Q3: 19,098 shares 19,098 $1.01M 0.12% -612 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,330 shares; 2025Q3: 12,400 shares 12,400 $1.01M 0.12% +70 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,026 shares; 2025Q2: 10,968 shares; 2025Q3: 17,758 shares 17,758 $958K 0.11% +6,790 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: 8,710 shares; 2025Q1: 10,703 shares; 2025Q2: 19,176 shares; 2025Q3: 19,459 shares 19,459 $954K 0.11% +283 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,945 shares; 2024Q4: 22,448 shares; 2025Q1: 41,157 shares; 2025Q2: 45,894 shares; 2025Q3: 70,469 shares 70,469 $946K 0.11% +24,575 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 23,476 shares; 2025Q1: 30,531 shares; 2025Q2: 27,194 shares; 2025Q3: 27,055 shares 27,055 $910K 0.1% -139 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,672 shares; 2025Q2: 24,142 shares; 2025Q3: 29,058 shares 29,058 $889K 0.1% +4,916 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares 4,472 $884K 0.1% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,305 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares 4,705 $878K 0.1% 0 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: 23,511 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,811 shares; 2025Q3: 1,802 shares 1,802 $877K 0.1% -9 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: 33,526 shares; 2024Q4: 29,931 shares; 2025Q1: 6,397 shares; 2025Q2: 5,499 shares; 2025Q3: 4,209 shares 4,209 $834K 0.1% -1,290 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 3,518 shares; 2025Q3: 3,318 shares 3,318 $834K 0.1% -200 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: 33,959 shares; 2024Q4: 34,717 shares; 2025Q1: 37,940 shares; 2025Q2: 29,715 shares; 2025Q3: 13,935 shares 13,935 $826K 0.1% -15,780 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: 2,636 shares; 2024Q4: 2,671 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,492 shares 2,492 $818K 0.09% -28 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 9,635 shares; 2025Q2: 11,719 shares; 2025Q3: 11,330 shares 11,330 $817K 0.09% -389 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 7,048 shares; 2025Q2: 9,197 shares; 2025Q3: 8,713 shares 8,713 $799K 0.09% -484 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 5,551 shares; 2025Q1: 10,428 shares; 2025Q2: 14,775 shares; 2025Q3: 13,641 shares 13,641 $784K 0.09% -1,134 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: not reported; 2024Q4: 5,500 shares; 2025Q1: 10,676 shares; 2025Q2: 9,228 shares; 2025Q3: 9,333 shares 9,333 $780K 0.09% +105 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,443 shares; 2025Q1: 2,099 shares; 2025Q2: 1,831 shares; 2025Q3: 1,804 shares 1,804 $779K 0.09% -27 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,565 shares; 2025Q3: 1,369 shares 1,369 $774K 0.09% -196 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 9,453 shares; 2025Q1: 10,436 shares; 2025Q2: 10,362 shares; 2025Q3: 13,209 shares 13,209 $756K 0.09% +2,847 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 10,077 shares; 2025Q2: 9,966 shares; 2025Q3: 9,382 shares 9,382 $726K 0.08% -584 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 13,605 shares; 2025Q2: 16,874 shares; 2025Q3: 26,102 shares 26,102 $713K 0.08% +9,228 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,164 shares; 2025Q1: 4,198 shares; 2025Q2: 3,670 shares; 2025Q3: 5,193 shares 5,193 $669K 0.08% +1,523 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 6,754 shares; 2025Q1: 10,402 shares; 2025Q2: 9,218 shares; 2025Q3: 6,361 shares 6,361 $663K 0.08% -2,857 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,593 shares; 2025Q1: 3,070 shares; 2025Q2: 3,061 shares; 2025Q3: 5,100 shares 5,100 $659K 0.08% +2,039 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,922 shares 10,922 $624K 0.07% new Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,322 shares; 2024Q4: 49,187 shares; 2025Q1: 20,957 shares; 2025Q2: 16,545 shares; 2025Q3: 19,116 shares 19,116 $622K 0.07% +2,571 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 6,481 shares; 2025Q3: 8,470 shares 8,470 $621K 0.07% +1,989 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: 10,061 shares; 2024Q4: 9,051 shares; 2025Q1: 9,021 shares; 2025Q2: 6,629 shares; 2025Q3: 6,119 shares 6,119 $614K 0.07% -510 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,765 shares; 2025Q1: 9,727 shares; 2025Q2: 8,294 shares; 2025Q3: 7,213 shares 7,213 $612K 0.07% -1,081 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,313 shares 17,313 $600K 0.07% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,717 shares; 2025Q3: 14,803 shares 14,803 $599K 0.07% +2,086 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,755 shares; 2025Q2: 52,692 shares; 2025Q3: 48,112 shares 48,112 $596K 0.07% -4,580 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,917 shares; 2024Q4: 247,336 shares; 2025Q1: 10,134 shares; 2025Q2: 8,146 shares; 2025Q3: 11,021 shares 11,021 $583K 0.07% +2,875 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,349 shares; 2025Q2: 2,210 shares; 2025Q3: 1,388 shares 1,388 $582K 0.07% -822 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: 13,430 shares; 2024Q4: 13,334 shares; 2025Q1: 13,120 shares; 2025Q2: 12,323 shares; 2025Q3: 13,696 shares 13,696 $576K 0.07% +1,373 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: not reported; 2024Q4: not reported; 2025Q1: 10,223 shares; 2025Q2: 10,012 shares; 2025Q3: 9,155 shares 9,155 $574K 0.07% -857 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,760 shares; 2024Q4: 64,369 shares; 2025Q1: 66,221 shares; 2025Q2: 40,175 shares; 2025Q3: 26,343 shares 26,343 $574K 0.07% -13,832 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: 3,444 shares; 2024Q4: 2,991 shares; 2025Q1: 1,865 shares; 2025Q2: 1,377 shares; 2025Q3: 687 shares 687 $567K 0.07% -690 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 9,691 shares; 2025Q1: 9,721 shares; 2025Q2: 6,554 shares; 2025Q3: 6,119 shares 6,119 $565K 0.07% -435 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: 38,765 shares; 2024Q4: 28,733 shares; 2025Q1: 11,809 shares; 2025Q2: 11,444 shares; 2025Q3: 10,417 shares 10,417 $561K 0.06% -1,027 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,326 shares; 2025Q2: 13,838 shares; 2025Q3: 23,287 shares 23,287 $555K 0.06% +9,449 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: 1,321 shares; 2024Q4: 1,123 shares; 2025Q1: 1,693 shares; 2025Q2: 1,413 shares; 2025Q3: 1,288 shares 1,288 $554K 0.06% -125 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: 4,478 shares; 2024Q4: 4,285 shares; 2025Q1: 4,306 shares; 2025Q2: 3,993 shares; 2025Q3: 3,264 shares 3,264 $546K 0.06% -729 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,032 shares; 2025Q1: 14,113 shares; 2025Q2: 14,082 shares; 2025Q3: 14,082 shares 14,082 $543K 0.06% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,087 shares; 2025Q2: 7,987 shares; 2025Q3: 11,110 shares 11,110 $541K 0.06% +3,123 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 1,069 shares 1,069 $533K 0.06% +361 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: 3,474 shares; 2025Q1: 5,238 shares; 2025Q2: 4,660 shares; 2025Q3: 4,152 shares 4,152 $533K 0.06% -508 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2,667 shares; 2025Q1: 3,426 shares; 2025Q2: 2,819 shares; 2025Q3: 2,593 shares 2,593 $532K 0.06% -226 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,332 shares; 2025Q1: 9,253 shares; 2025Q2: 7,383 shares; 2025Q3: 6,805 shares 6,805 $521K 0.06% -578 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: 14,966 shares; 2024Q4: 13,313 shares; 2025Q1: 13,274 shares; 2025Q2: 8,912 shares; 2025Q3: 8,004 shares 8,004 $518K 0.06% -908 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 11,035 shares; 2025Q1: 17,426 shares; 2025Q2: 17,084 shares; 2025Q3: 23,924 shares 23,924 $516K 0.06% +6,840 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG 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: 9,137 shares; 2025Q3: 12,110 shares 12,110 $513K 0.06% +2,973 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: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares 1,074 $512K 0.06% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,386 shares; 2025Q2: 47,167 shares; 2025Q3: 47,150 shares 47,150 $512K 0.06% -17 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,814 shares; 2025Q1: 1,836 shares; 2025Q2: 1,519 shares; 2025Q3: 1,441 shares 1,441 $505K 0.06% -78 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,891 shares 9,891 $501K 0.06% new 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: 5,354 shares; 2024Q4: 8,317 shares; 2025Q1: 9,629 shares; 2025Q2: 7,879 shares; 2025Q3: 7,879 shares 7,879 $472K 0.05% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 5,864 shares; 2025Q1: 5,491 shares; 2025Q2: 4,871 shares; 2025Q3: 4,680 shares 4,680 $468K 0.05% -191 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 9,671 shares; 2025Q1: 6,021 shares; 2025Q2: 5,059 shares; 2025Q3: 5,486 shares 5,486 $458K 0.05% +427 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: not reported; 2025Q3: 11,795 shares 11,795 $451K 0.05% new Timeline VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,563 shares; 2025Q3: 11,795 shares 11,795 $451K 0.05% +3,232 PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares 2,740 $445K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,714 shares; 2024Q4: 24,398 shares; 2025Q1: 26,822 shares; 2025Q2: 34,988 shares; 2025Q3: 2,856 shares 2,856 $439K 0.05% -32,132 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 10,206 shares; 2025Q1: 10,146 shares; 2025Q2: 7,890 shares; 2025Q3: 8,166 shares 8,166 $420K 0.05% +276 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 10,958 shares 10,958 $416K 0.05% new Timeline JPIE 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: 8,802 shares 8,802 $409K 0.05% new 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: 3,330 shares; 2024Q4: 2,927 shares; 2025Q1: 1,944 shares; 2025Q2: 1,494 shares; 2025Q3: 750 shares 750 $407K 0.05% -744 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 4,890 shares; 2025Q1: 2,813 shares; 2025Q2: 2,307 shares; 2025Q3: 2,174 shares 2,174 $406K 0.05% -133 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,689 shares 9,689 $400K 0.05% new Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,558 shares; 2024Q4: 22,527 shares; 2025Q1: 23,139 shares; 2025Q2: 21,993 shares; 2025Q3: 19,917 shares 19,917 $400K 0.05% -2,076 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,719 shares; 2025Q3: 6,570 shares 6,570 $397K 0.05% +2,851 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: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares 2,720 $396K 0.05% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,219 shares 6,219 $396K 0.05% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 6,875 shares; 2025Q1: 11,508 shares; 2025Q2: 8,345 shares; 2025Q3: 11,752 shares 11,752 $395K 0.05% +3,407 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 17,389 shares; 2025Q1: 9,049 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares 8,578 $388K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $385K 0.04% 0 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,156 shares; 2025Q3: 14,898 shares 14,898 $384K 0.04% +1,742 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: 4,538 shares; 2024Q4: 3,474 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,359 shares 1,359 $383K 0.04% -165 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,674 shares; 2025Q3: 1,062 shares 1,062 $378K 0.04% -612 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,321 shares; 2025Q3: 3,886 shares 3,886 $369K 0.04% -435 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: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares 4,386 $369K 0.04% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,684 shares 15,684 $357K 0.04% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,367 shares; 2025Q1: 7,345 shares; 2025Q2: 6,082 shares; 2025Q3: 5,591 shares 5,591 $351K 0.04% -491 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,699 shares; 2025Q1: 2,915 shares; 2025Q2: 2,189 shares; 2025Q3: 1,472 shares 1,472 $343K 0.04% -717 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,694 shares; 2025Q3: 13,998 shares 13,998 $333K 0.04% +5,304 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,626 shares; 2025Q3: 17,153 shares 17,153 $332K 0.04% +6,527 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 7,113 shares 7,113 $330K 0.04% +2,712 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: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares 1,936 $324K 0.04% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,255 shares 10,255 $313K 0.04% new 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,100 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares 1,015 $312K 0.04% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 944 shares; 2025Q1: 895 shares; 2025Q2: 468 shares; 2025Q3: 468 shares 468 $312K 0.04% 0 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,532 shares 8,532 $308K 0.04% new Timeline HUBG HUB GROUP INC More: the full row for HUB 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: 8,888 shares 8,888 $306K 0.04% new 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,064 shares; 2025Q2: 902 shares; 2025Q3: 892 shares 892 $305K 0.04% -10 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,486 shares 12,486 $299K 0.03% new 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: 690 shares; 2024Q4: 526 shares; 2025Q1: 511 shares; 2025Q2: 321 shares; 2025Q3: 321 shares 321 $297K 0.03% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,247 shares 4,247 $297K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares 3,175 $296K 0.03% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I 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: 5,549 shares 5,549 $296K 0.03% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,880 shares; 2024Q4: 16,024 shares; 2025Q1: 5,534 shares; 2025Q2: 4,354 shares; 2025Q3: 3,692 shares 3,692 $296K 0.03% -662 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares 7,535 $289K 0.03% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,339 shares 11,339 $286K 0.03% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,874 shares 7,874 $280K 0.03% new Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 5,855 shares 5,855 $280K 0.03% +1,512 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $279K 0.03% 0 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: 43,477 shares; 2024Q4: 41,982 shares; 2025Q1: 6,369 shares; 2025Q2: 2,152 shares; 2025Q3: 1,951 shares 1,951 $274K 0.03% -201 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 6,820 shares; 2025Q1: 2,482 shares; 2025Q2: 1,892 shares; 2025Q3: 1,753 shares 1,753 $270K 0.03% -139 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,494 shares 16,494 $263K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares 2,160 $261K 0.03% 0 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: 1,917 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: not reported; 2025Q3: 1,869 shares 1,869 $250K 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,196 shares 5,196 $244K 0.03% new Timeline IGV 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: 5,757 shares; 2024Q4: 4,734 shares; 2025Q1: 2,463 shares; 2025Q2: 2,174 shares; 2025Q3: 2,065 shares 2,065 $237K 0.03% -109 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $222K 0.03% 0 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,062 shares; 2024Q4: 100,846 shares; 2025Q1: 10,443 shares; 2025Q2: 10,029 shares; 2025Q3: 10,029 shares 10,029 $104K 0.01% 0 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,820 shares; 2024Q4: 231,758 shares; 2025Q1: 23,671 shares; 2025Q2: 22,789 shares; 2025Q3: 22,789 shares 22,789 $48.8K 0.01% 0 Timeline HBIO HARVARD BIOSCIENCE INC More: the full row for HARVARD BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,866 shares; 2024Q4: 216,298 shares; 2025Q1: 28,489 shares; 2025Q2: 27,754 shares; 2025Q3: 27,754 shares 27,754 $12.2K <0.01% 0 Timeline