IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825,312 shares; 2024Q4: 509,777 shares; 2025Q1: 1,985,508 shares; 2025Q2: 3,542,276 shares; 2025Q3: 3,539,446 shares 3,539,446 $309M 7.63% -2,830 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: 674,793 shares; 2024Q4: 702,124 shares; 2025Q1: 576,190 shares; 2025Q2: 583,423 shares; 2025Q3: 1,078,309 shares 1,078,309 $274M 6.77% +494,886 Timeline SJNK 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: 7,469,528 shares; 2024Q4: 7,848,992 shares; 2025Q1: 8,158,438 shares; 2025Q2: 6,641,043 shares; 2025Q3: 6,820,008 shares 6,820,008 $175M 4.31% +178,965 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,445,406 shares; 2025Q3: 4,579,261 shares 4,579,261 $173M 4.27% +133,855 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,014,494 shares; 2025Q3: 7,200,554 shares 7,200,554 $172M 4.26% +186,060 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: 239,058 shares; 2024Q4: 240,376 shares; 2025Q1: 221,930 shares; 2025Q2: 246,516 shares; 2025Q3: 255,149 shares 255,149 $171M 4.22% +8,633 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: 2,766,041 shares; 2024Q4: 2,827,534 shares; 2025Q1: 1,674,942 shares; 2025Q2: 2,524,911 shares; 2025Q3: 2,539,381 shares 2,539,381 $167M 4.13% +14,470 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: 368,543 shares; 2024Q4: 385,570 shares; 2025Q1: 306,015 shares; 2025Q2: 523,385 shares; 2025Q3: 548,900 shares 548,900 $155M 3.82% +25,515 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709,019 shares; 2024Q4: 1,686,491 shares; 2025Q1: 1,652,482 shares; 2025Q2: 1,636,251 shares; 2025Q3: 1,608,257 shares 1,608,257 $126M 3.11% -27,994 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: 487,634 shares; 2024Q4: 438,289 shares; 2025Q1: 437,614 shares; 2025Q2: 433,658 shares; 2025Q3: 412,082 shares 412,082 $105M 2.59% -21,576 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: 168,155 shares; 2024Q4: 168,563 shares; 2025Q1: 168,336 shares; 2025Q2: 165,170 shares; 2025Q3: 174,716 shares 174,716 $90.5M 2.23% +9,546 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: 125,630 shares; 2024Q4: 123,486 shares; 2025Q1: 122,281 shares; 2025Q2: 121,351 shares; 2025Q3: 120,801 shares 120,801 $57.9M 1.43% -550 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313,547 shares; 2024Q4: 2,411,751 shares; 2025Q1: 18,260 shares; 2025Q2: 2,274,020 shares; 2025Q3: 2,207,601 shares 2,207,601 $55M 1.36% -66,419 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089,770 shares; 2025Q3: 1,050,893 shares 1,050,893 $53.6M 1.32% -38,877 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: 178,295 shares; 2024Q4: 181,371 shares; 2025Q1: 116,127 shares; 2025Q2: 128,502 shares; 2025Q3: 265,995 shares 265,995 $50.5M 1.25% +137,493 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: 116,392 shares; 2024Q4: 106,444 shares; 2025Q1: 233,852 shares; 2025Q2: 224,064 shares; 2025Q3: 258,779 shares 258,779 $48.3M 1.19% +34,715 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: 178,993 shares; 2024Q4: 178,159 shares; 2025Q1: 177,540 shares; 2025Q2: 174,196 shares; 2025Q3: 161,297 shares 161,297 $45M 1.11% -12,899 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: 762,668 shares; 2024Q4: 784,555 shares; 2025Q1: 643,406 shares; 2025Q2: 634,896 shares; 2025Q3: 353,158 shares 353,158 $41.8M 1.03% -281,738 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: 173,507 shares; 2024Q4: 172,932 shares; 2025Q1: 171,074 shares; 2025Q2: 166,674 shares; 2025Q3: 163,451 shares 163,451 $39.7M 0.98% -3,223 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: 50,949 shares; 2024Q4: 50,711 shares; 2025Q1: 50,055 shares; 2025Q2: 48,158 shares; 2025Q3: 50,891 shares 50,891 $37.4M 0.92% +2,733 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,328 shares; 2024Q4: 810,807 shares; 2025Q1: 797,645 shares; 2025Q2: 791,327 shares; 2025Q3: 785,279 shares 785,279 $35.5M 0.88% -6,048 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: 137,519 shares; 2024Q4: 141,827 shares; 2025Q1: 145,889 shares; 2025Q2: 146,516 shares; 2025Q3: 157,194 shares 157,194 $34.5M 0.85% +10,678 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,528 shares; 2024Q4: 194,980 shares; 2025Q1: 100,287 shares; 2025Q2: 109,516 shares; 2025Q3: 134,792 shares 134,792 $32.3M 0.8% +25,276 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: 362,548 shares; 2024Q4: 266,214 shares; 2025Q1: 288,298 shares; 2025Q2: 178,110 shares; 2025Q3: 358,670 shares 358,670 $32M 0.79% +180,560 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: 89,559 shares; 2024Q4: 89,513 shares; 2025Q1: 90,208 shares; 2025Q2: 87,294 shares; 2025Q3: 97,282 shares 97,282 $30.7M 0.76% +9,988 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,610 shares; 2024Q4: 420,744 shares; 2025Q1: 303,202 shares; 2025Q2: 319,029 shares; 2025Q3: 373,054 shares 373,054 $29.2M 0.72% +54,025 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: 84,104 shares; 2024Q4: 83,358 shares; 2025Q1: 84,270 shares; 2025Q2: 76,188 shares; 2025Q3: 87,916 shares 87,916 $29M 0.72% +11,728 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: 165,666 shares; 2024Q4: 168,940 shares; 2025Q1: 184,173 shares; 2025Q2: 180,626 shares; 2025Q3: 168,904 shares 168,904 $28.1M 0.69% -11,722 Timeline RMIF ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,735 shares; 2024Q4: 1,091,723 shares; 2025Q1: 1,071,218 shares; 2025Q2: 1,054,694 shares; 2025Q3: 1,010,442 shares 1,010,442 $25.3M 0.62% -44,252 Timeline AVLC 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: 9,574 shares; 2024Q4: 68,012 shares; 2025Q1: 143,814 shares; 2025Q2: 228,760 shares; 2025Q3: 327,058 shares 327,058 $25M 0.62% +98,298 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: 101,609 shares; 2024Q4: 102,254 shares; 2025Q1: 103,106 shares; 2025Q2: 105,278 shares; 2025Q3: 106,986 shares 106,986 $24.8M 0.61% +1,708 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: 91,504 shares; 2024Q4: 92,264 shares; 2025Q1: 91,534 shares; 2025Q2: 91,679 shares; 2025Q3: 86,240 shares 86,240 $24.3M 0.6% -5,439 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: 38,886 shares; 2024Q4: 39,266 shares; 2025Q1: 67,160 shares; 2025Q2: 68,091 shares; 2025Q3: 64,581 shares 64,581 $24.2M 0.6% -3,510 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: 946,555 shares; 2024Q4: 962,900 shares; 2025Q1: 973,369 shares; 2025Q2: 978,360 shares; 2025Q3: 904,083 shares 904,083 $23.8M 0.59% -74,277 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: 216,891 shares; 2024Q4: 59,375 shares; 2025Q1: 282,995 shares; 2025Q2: 144,394 shares; 2025Q3: 161,319 shares 161,319 $22.5M 0.55% +16,925 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: 100,742 shares; 2024Q4: 102,409 shares; 2025Q1: 103,437 shares; 2025Q2: 106,981 shares; 2025Q3: 117,712 shares 117,712 $21.8M 0.54% +10,731 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: not reported; 2024Q4: not reported; 2025Q1: 372,475 shares; 2025Q2: 385,364 shares; 2025Q3: 398,618 shares 398,618 $21.5M 0.53% +13,254 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: 71,485 shares; 2024Q4: 71,174 shares; 2025Q1: 71,304 shares; 2025Q2: 72,444 shares; 2025Q3: 87,604 shares 87,604 $21.3M 0.53% +15,160 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: 231,081 shares; 2024Q4: 150,843 shares; 2025Q1: 267,667 shares; 2025Q2: 263,076 shares; 2025Q3: 136,476 shares 136,476 $21M 0.52% -126,600 Timeline XLB 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: 51,568 shares; 2024Q4: 165,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,638 shares 228,638 $20.5M 0.51% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295,493 shares; 2024Q4: 1,299,276 shares; 2025Q1: 1,318,417 shares; 2025Q2: 924,597 shares; 2025Q3: 806,980 shares 806,980 $19.8M 0.49% -117,617 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: 94,354 shares; 2024Q4: 131,005 shares; 2025Q1: 133,819 shares; 2025Q2: 182,864 shares; 2025Q3: 193,127 shares 193,127 $19.4M 0.48% +10,263 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: 126,832 shares; 2024Q4: 125,195 shares; 2025Q1: 127,895 shares; 2025Q2: 120,065 shares; 2025Q3: 113,420 shares 113,420 $18.4M 0.45% -6,645 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: 194,864 shares; 2024Q4: 191,631 shares; 2025Q1: 203,048 shares; 2025Q2: 205,825 shares; 2025Q3: 189,742 shares 189,742 $18.1M 0.45% -16,083 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: 56,011 shares; 2024Q4: 55,962 shares; 2025Q1: 52,593 shares; 2025Q2: 51,988 shares; 2025Q3: 52,753 shares 52,753 $18M 0.44% +765 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: 177,894 shares; 2024Q4: 179,429 shares; 2025Q1: 163,619 shares; 2025Q2: 157,273 shares; 2025Q3: 160,145 shares 160,145 $17.8M 0.44% +2,872 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: 137,058 shares; 2024Q4: 140,541 shares; 2025Q1: 142,173 shares; 2025Q2: 148,406 shares; 2025Q3: 138,116 shares 138,116 $17.2M 0.42% -10,290 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: 549,176 shares; 2024Q4: 554,522 shares; 2025Q1: 245,949 shares; 2025Q2: 237,431 shares; 2025Q3: 248,700 shares 248,700 $17M 0.42% +11,269 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: 445,508 shares; 2024Q4: 436,001 shares; 2025Q1: 422,774 shares; 2025Q2: 397,858 shares; 2025Q3: 375,643 shares 375,643 $16.9M 0.42% -22,215 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: 144,628 shares; 2024Q4: 147,948 shares; 2025Q1: 150,425 shares; 2025Q2: 152,350 shares; 2025Q3: 141,403 shares 141,403 $15.9M 0.39% -10,947 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,179 shares; 2024Q4: 312,058 shares; 2025Q1: 378,657 shares; 2025Q2: 429,356 shares; 2025Q3: 494,880 shares 494,880 $15.6M 0.39% +65,524 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: 64,735 shares; 2024Q4: 65,503 shares; 2025Q1: 66,645 shares; 2025Q2: 66,391 shares; 2025Q3: 63,218 shares 63,218 $15.6M 0.38% -3,173 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: 137,718 shares; 2024Q4: 136,205 shares; 2025Q1: 133,707 shares; 2025Q2: 128,433 shares; 2025Q3: 128,458 shares 128,458 $15.3M 0.38% +25 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: 22,173 shares; 2024Q4: 22,227 shares; 2025Q1: 21,942 shares; 2025Q2: 21,798 shares; 2025Q3: 21,705 shares 21,705 $14.5M 0.36% -93 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: 278,453 shares; 2024Q4: 278,905 shares; 2025Q1: 273,385 shares; 2025Q2: 285,283 shares; 2025Q3: 280,163 shares 280,163 $14.5M 0.36% -5,120 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,505 shares; 2024Q4: 211,247 shares; 2025Q1: 207,442 shares; 2025Q2: 199,832 shares; 2025Q3: 174,358 shares 174,358 $14.4M 0.36% -25,474 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: 171,880 shares; 2024Q4: 172,979 shares; 2025Q1: 122,595 shares; 2025Q2: 122,227 shares; 2025Q3: 111,294 shares 111,294 $14.1M 0.35% -10,933 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: 17,717 shares; 2025Q2: 16,176 shares; 2025Q3: 14,471 shares 14,471 $14M 0.35% -1,705 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: 4,427 shares; 2024Q4: 48,035 shares; 2025Q1: 97,868 shares; 2025Q2: 135,004 shares; 2025Q3: 189,410 shares 189,410 $13.9M 0.34% +54,406 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: 183,923 shares; 2024Q4: 183,830 shares; 2025Q1: 184,233 shares; 2025Q2: 180,015 shares; 2025Q3: 163,132 shares 163,132 $13.8M 0.34% -16,883 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: 74,374 shares; 2024Q4: 74,931 shares; 2025Q1: 75,814 shares; 2025Q2: 73,002 shares; 2025Q3: 66,624 shares 66,624 $13.6M 0.34% -6,378 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,918 shares; 2024Q4: 533,648 shares; 2025Q1: 427,552 shares; 2025Q2: 506,933 shares; 2025Q3: 505,939 shares 505,939 $13.3M 0.33% -994 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: 15,895 shares; 2024Q4: 15,333 shares; 2025Q1: 41,005 shares; 2025Q2: 41,387 shares; 2025Q3: 37,043 shares 37,043 $13.1M 0.32% -4,344 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: 62,594 shares; 2024Q4: 62,031 shares; 2025Q1: 62,117 shares; 2025Q2: 61,008 shares; 2025Q3: 54,920 shares 54,920 $13M 0.32% -6,088 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: 40,697 shares; 2024Q4: 40,118 shares; 2025Q1: 40,130 shares; 2025Q2: 40,391 shares; 2025Q3: 39,056 shares 39,056 $13M 0.32% -1,335 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,304 shares; 2024Q4: 191,099 shares; 2025Q1: 209,819 shares; 2025Q2: 137,211 shares; 2025Q3: 124,640 shares 124,640 $12.8M 0.32% -12,571 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: 162,775 shares; 2024Q4: 170,049 shares; 2025Q1: 175,508 shares; 2025Q2: 175,391 shares; 2025Q3: 179,048 shares 179,048 $11.7M 0.29% +3,657 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: 260,842 shares; 2024Q4: 250,971 shares; 2025Q1: 268,667 shares; 2025Q2: 271,947 shares; 2025Q3: 264,341 shares 264,341 $11.6M 0.29% -7,606 Timeline VCR 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: 38,651 shares; 2024Q4: 41,491 shares; 2025Q1: 28,452 shares; 2025Q2: 30,298 shares; 2025Q3: 29,243 shares 29,243 $11.6M 0.29% -1,055 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: 70,555 shares; 2024Q4: 77,627 shares; 2025Q1: 77,561 shares; 2025Q2: 80,312 shares; 2025Q3: 101,158 shares 101,158 $11.4M 0.28% +20,846 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,117 shares; 2025Q1: 169,422 shares; 2025Q2: 81,603 shares; 2025Q3: 67,098 shares 67,098 $11.2M 0.28% -14,505 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: 59,593 shares; 2024Q4: 62,104 shares; 2025Q1: 64,514 shares; 2025Q2: 71,468 shares; 2025Q3: 69,884 shares 69,884 $10.9M 0.27% -1,584 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: 461,333 shares; 2024Q4: 452,963 shares; 2025Q1: 50,029 shares; 2025Q2: 43,919 shares; 2025Q3: 44,740 shares 44,740 $10.8M 0.27% +821 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: 91,231 shares; 2024Q4: 75,108 shares; 2025Q1: 97,460 shares; 2025Q2: 59,803 shares; 2025Q3: 56,746 shares 56,746 $10.6M 0.26% -3,057 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: 16,788 shares; 2024Q4: 17,664 shares; 2025Q1: 17,990 shares; 2025Q2: 17,952 shares; 2025Q3: 21,061 shares 21,061 $10.6M 0.26% +3,109 Timeline FTXL 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: 90,142 shares; 2025Q3: 88,289 shares 88,289 $9.87M 0.24% -1,853 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: 141,688 shares; 2024Q4: 128,433 shares; 2025Q1: 150,842 shares; 2025Q2: 122,892 shares; 2025Q3: 117,338 shares 117,338 $9.8M 0.24% -5,554 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: not reported; 2024Q4: not reported; 2025Q1: 109,630 shares; 2025Q2: 75,619 shares; 2025Q3: 65,443 shares 65,443 $9.65M 0.24% -10,176 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: 164,540 shares; 2024Q4: 163,768 shares; 2025Q1: 161,327 shares; 2025Q2: 76,484 shares; 2025Q3: 84,221 shares 84,221 $9.64M 0.24% +7,737 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,137 shares; 2024Q4: 230,537 shares; 2025Q1: 219,649 shares; 2025Q2: 222,186 shares; 2025Q3: 224,099 shares 224,099 $9.59M 0.24% +1,913 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: 57,945 shares; 2024Q4: 58,124 shares; 2025Q1: 58,975 shares; 2025Q2: 59,789 shares; 2025Q3: 70,424 shares 70,424 $9.43M 0.23% +10,635 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: 102,558 shares; 2024Q4: 98,659 shares; 2025Q1: 97,006 shares; 2025Q2: 97,408 shares; 2025Q3: 99,763 shares 99,763 $9.31M 0.23% +2,355 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: 71,654 shares; 2024Q4: 72,673 shares; 2025Q1: 74,861 shares; 2025Q2: 65,782 shares; 2025Q3: 64,815 shares 64,815 $9.1M 0.22% -967 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,851 shares; 2024Q4: 151,277 shares; 2025Q1: 152,487 shares; 2025Q2: 149,281 shares; 2025Q3: 134,371 shares 134,371 $9.01M 0.22% -14,910 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: 15,270 shares; 2024Q4: 15,978 shares; 2025Q1: 16,481 shares; 2025Q2: 17,445 shares; 2025Q3: 17,358 shares 17,358 $8.67M 0.21% -87 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,096 shares; 2025Q3: 38,961 shares 38,961 $8.66M 0.21% -1,135 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: not reported; 2024Q4: 139,875 shares; 2025Q1: 156,309 shares; 2025Q2: 201,452 shares; 2025Q3: 196,320 shares 196,320 $8.47M 0.21% -5,132 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: 140,887 shares; 2024Q4: 141,373 shares; 2025Q1: 142,962 shares; 2025Q2: 140,390 shares; 2025Q3: 125,456 shares 125,456 $8.41M 0.21% -14,934 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: 238,173 shares; 2024Q4: 226,536 shares; 2025Q1: 266,476 shares; 2025Q2: 265,903 shares; 2025Q3: 243,212 shares 243,212 $8.36M 0.21% -22,691 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: not reported; 2024Q4: not reported; 2025Q1: 59,264 shares; 2025Q2: 68,879 shares; 2025Q3: 66,468 shares 66,468 $8.2M 0.2% -2,411 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,775 shares; 2025Q3: 52,309 shares 52,309 $8M 0.2% -1,466 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 134,935 shares; 2025Q2: 134,054 shares; 2025Q3: 116,500 shares 116,500 $7.84M 0.19% -17,554 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: 44,601 shares; 2024Q4: 43,644 shares; 2025Q1: 42,834 shares; 2025Q2: 41,808 shares; 2025Q3: 45,478 shares 45,478 $7.61M 0.19% +3,670 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: 9,594 shares; 2024Q4: 9,529 shares; 2025Q1: 9,441 shares; 2025Q2: 11,056 shares; 2025Q3: 11,886 shares 11,886 $7.28M 0.18% +830 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 127,420 shares; 2025Q3: 125,514 shares 125,514 $7.1M 0.18% -1,906 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: 2,390 shares; 2024Q4: 14,390 shares; 2025Q1: 15,999 shares; 2025Q2: 16,143 shares; 2025Q3: 14,534 shares 14,534 $7.05M 0.17% -1,609 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,510 shares; 2024Q4: 296,720 shares; 2025Q1: 297,339 shares; 2025Q2: 312,439 shares; 2025Q3: 301,098 shares 301,098 $7.01M 0.17% -11,341 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: not reported; 2024Q4: not reported; 2025Q1: 49,468 shares; 2025Q2: 50,219 shares; 2025Q3: 41,535 shares 41,535 $6.95M 0.17% -8,684 Timeline RSPC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,134 shares; 2025Q3: 166,691 shares 166,691 $6.87M 0.17% -3,443 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,793 shares; 2024Q4: 256,889 shares; 2025Q1: 277,775 shares; 2025Q2: 203,139 shares; 2025Q3: 194,692 shares 194,692 $6.62M 0.16% -8,447 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: 105,941 shares; 2024Q4: 103,680 shares; 2025Q1: 106,953 shares; 2025Q2: 125,356 shares; 2025Q3: 113,752 shares 113,752 $6.31M 0.16% -11,604 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: 81,660 shares; 2024Q4: 84,537 shares; 2025Q1: 93,096 shares; 2025Q2: 96,626 shares; 2025Q3: 93,247 shares 93,247 $6.24M 0.15% -3,379 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,245 shares; 2025Q3: 25,902 shares 25,902 $6.24M 0.15% -3,343 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: 197,057 shares; 2024Q4: 194,212 shares; 2025Q1: 215,880 shares; 2025Q2: 198,045 shares; 2025Q3: 194,565 shares 194,565 $6.11M 0.15% -3,480 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: 146,488 shares; 2024Q4: 102,845 shares; 2025Q1: 150,332 shares; 2025Q2: 101,667 shares; 2025Q3: 87,275 shares 87,275 $6.09M 0.15% -14,392 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: 144,321 shares; 2024Q4: 99,744 shares; 2025Q1: 97,707 shares; 2025Q2: 91,784 shares; 2025Q3: 97,091 shares 97,091 $5.82M 0.14% +5,307 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: 22,196 shares; 2024Q4: 22,849 shares; 2025Q1: 30,280 shares; 2025Q2: 30,164 shares; 2025Q3: 31,237 shares 31,237 $5.74M 0.14% +1,073 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: 15,923 shares; 2024Q4: 15,988 shares; 2025Q1: 15,939 shares; 2025Q2: 16,080 shares; 2025Q3: 20,085 shares 20,085 $5.67M 0.14% +4,005 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,533 shares; 2025Q1: 1,535 shares; 2025Q2: 1,543 shares; 2025Q3: 5,236 shares 5,236 $5.65M 0.14% +3,693 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: 11,666 shares; 2024Q4: 11,726 shares; 2025Q1: 11,697 shares; 2025Q2: 11,889 shares; 2025Q3: 9,588 shares 9,588 $5.45M 0.13% -2,301 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: 32,666 shares; 2024Q4: 33,151 shares; 2025Q1: 33,285 shares; 2025Q2: 34,825 shares; 2025Q3: 34,875 shares 34,875 $5.36M 0.13% +50 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: 13,902 shares; 2024Q4: 13,981 shares; 2025Q1: 13,781 shares; 2025Q2: 13,679 shares; 2025Q3: 17,421 shares 17,421 $5.24M 0.13% +3,742 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 45,026 shares; 2025Q3: 40,016 shares 40,016 $5.01M 0.12% -5,010 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: 11,957 shares; 2024Q4: 12,204 shares; 2025Q1: 12,283 shares; 2025Q2: 13,546 shares; 2025Q3: 17,815 shares 17,815 $5.01M 0.12% +4,269 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,092 shares; 2024Q4: 78,352 shares; 2025Q1: 78,259 shares; 2025Q2: 78,057 shares; 2025Q3: 77,256 shares 77,256 $5M 0.12% -801 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,467 shares; 2024Q4: 25,613 shares; 2025Q1: 59,334 shares; 2025Q2: 41,024 shares; 2025Q3: 35,297 shares 35,297 $4.94M 0.12% -5,727 Timeline FDIS 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: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 47,687 shares 47,687 $4.91M 0.12% +44,728 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: 4,073 shares; 2024Q4: 4,152 shares; 2025Q1: 4,338 shares; 2025Q2: 4,659 shares; 2025Q3: 6,210 shares 6,210 $4.74M 0.12% +1,551 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: 15,143 shares; 2024Q4: 15,179 shares; 2025Q1: 15,005 shares; 2025Q2: 15,524 shares; 2025Q3: 15,547 shares 15,547 $4.63M 0.11% +23 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: 12,111 shares; 2024Q4: 12,037 shares; 2025Q1: 11,970 shares; 2025Q2: 12,585 shares; 2025Q3: 15,152 shares 15,152 $4.6M 0.11% +2,567 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: 7,318 shares; 2024Q4: 6,721 shares; 2025Q1: 5,426 shares; 2025Q2: 5,079 shares; 2025Q3: 9,826 shares 9,826 $4.37M 0.11% +4,747 Timeline VIS 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: 2,401 shares; 2025Q1: not reported; 2025Q2: 14,874 shares; 2025Q3: 14,241 shares 14,241 $4.22M 0.1% -633 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: 30,010 shares; 2024Q4: 29,890 shares; 2025Q1: 30,084 shares; 2025Q2: 31,004 shares; 2025Q3: 31,088 shares 31,088 $4.22M 0.1% +84 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,396 shares; 2025Q1: 4,398 shares; 2025Q2: 4,404 shares; 2025Q3: 4,411 shares 4,411 $4.12M 0.1% +7 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: 64,747 shares; 2024Q4: 64,912 shares; 2025Q1: 63,533 shares; 2025Q2: 68,549 shares; 2025Q3: 74,083 shares 74,083 $4.01M 0.1% +5,534 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 6,590 shares; 2025Q1: 6,581 shares; 2025Q2: 7,453 shares; 2025Q3: 9,593 shares 9,593 $3.89M 0.1% +2,140 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: 6,340 shares; 2024Q4: 5,977 shares; 2025Q1: 5,796 shares; 2025Q2: 6,950 shares; 2025Q3: 6,390 shares 6,390 $3.84M 0.09% -560 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 5,842 shares; 2025Q1: 6,013 shares; 2025Q2: 6,209 shares; 2025Q3: 35,178 shares 35,178 $3.83M 0.09% +28,969 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,456 shares; 2024Q4: 58,720 shares; 2025Q1: 57,951 shares; 2025Q2: 55,861 shares; 2025Q3: 21,504 shares 21,504 $3.83M 0.09% -34,357 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,004 shares; 2025Q3: 58,209 shares 58,209 $3.74M 0.09% -1,795 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: 7,343 shares; 2024Q4: 7,465 shares; 2025Q1: 7,639 shares; 2025Q2: 7,700 shares; 2025Q3: 8,008 shares 8,008 $3.71M 0.09% +308 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: 345 shares; 2024Q4: 362 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 3,060 shares 3,060 $3.67M 0.09% +2,613 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497,020 shares; 2024Q4: 9,792,889 shares; 2025Q1: 10,228,132 shares; 2025Q2: 169,224 shares; 2025Q3: 174,373 shares 174,373 $3.65M 0.09% +5,149 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,050 shares; 2024Q4: 82,154 shares; 2025Q1: 76,396 shares; 2025Q2: 77,536 shares; 2025Q3: 77,354 shares 77,354 $3.62M 0.09% -182 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: 7,295 shares; 2024Q4: 6,410 shares; 2025Q1: 6,548 shares; 2025Q2: 6,554 shares; 2025Q3: 7,623 shares 7,623 $3.57M 0.09% +1,069 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: 7,176 shares; 2024Q4: 7,255 shares; 2025Q1: 7,269 shares; 2025Q2: 7,271 shares; 2025Q3: 11,457 shares 11,457 $3.55M 0.09% +4,186 Timeline IYT 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: 32,703 shares; 2025Q1: not reported; 2025Q2: 51,487 shares; 2025Q3: 49,008 shares 49,008 $3.51M 0.09% -2,479 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: not reported; 2024Q4: 27,600 shares; 2025Q1: 31,277 shares; 2025Q2: 26,539 shares; 2025Q3: 25,911 shares 25,911 $3.49M 0.09% -628 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: 15,055 shares; 2024Q4: 16,298 shares; 2025Q1: 16,805 shares; 2025Q2: 20,334 shares; 2025Q3: 33,336 shares 33,336 $3.44M 0.08% +13,002 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: 1,371 shares; 2024Q4: 1,409 shares; 2025Q1: 1,442 shares; 2025Q2: 2,111 shares; 2025Q3: 3,671 shares 3,671 $3.4M 0.08% +1,560 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: 76,319 shares; 2024Q4: 76,350 shares; 2025Q1: 76,359 shares; 2025Q2: 76,373 shares; 2025Q3: 76,382 shares 76,382 $3.31M 0.08% +9 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: 77,529 shares; 2024Q4: 78,739 shares; 2025Q1: 76,381 shares; 2025Q2: 71,061 shares; 2025Q3: 70,516 shares 70,516 $3.27M 0.08% -545 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: 31,678 shares; 2024Q4: 32,378 shares; 2025Q1: 32,010 shares; 2025Q2: 33,997 shares; 2025Q3: 38,932 shares 38,932 $3.26M 0.08% +4,935 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: 8,239 shares; 2024Q4: 8,277 shares; 2025Q1: 8,343 shares; 2025Q2: 8,685 shares; 2025Q3: 8,767 shares 8,767 $3.24M 0.08% +82 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: 16,637 shares; 2024Q4: 16,767 shares; 2025Q1: 21,285 shares; 2025Q2: 22,687 shares; 2025Q3: 22,563 shares 22,563 $3.18M 0.08% -124 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: 3,893 shares; 2024Q4: 3,927 shares; 2025Q1: 3,918 shares; 2025Q2: 3,906 shares; 2025Q3: 3,950 shares 3,950 $3.15M 0.08% +44 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: 4,689 shares; 2024Q4: 6,131 shares; 2025Q1: 19,513 shares; 2025Q2: 28,907 shares; 2025Q3: 45,767 shares 45,767 $3.12M 0.08% +16,860 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,788 shares; 2024Q4: 137,697 shares; 2025Q1: 50,961 shares; 2025Q2: 47,493 shares; 2025Q3: 36,608 shares 36,608 $3.11M 0.08% -10,885 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,138 shares; 2025Q1: 59,949 shares; 2025Q2: 59,703 shares; 2025Q3: 57,700 shares 57,700 $3.07M 0.08% -2,003 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $3.02M 0.07% 0 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: 38,452 shares; 2024Q4: 35,376 shares; 2025Q1: 17,587 shares; 2025Q2: 16,609 shares; 2025Q3: 31,258 shares 31,258 $2.98M 0.07% +14,649 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 43,913 shares; 2025Q1: 43,421 shares; 2025Q2: 42,585 shares; 2025Q3: 42,546 shares 42,546 $2.94M 0.07% -39 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: 58,820 shares; 2024Q4: 58,813 shares; 2025Q1: 58,407 shares; 2025Q2: 55,796 shares; 2025Q3: 54,950 shares 54,950 $2.93M 0.07% -846 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,488 shares; 2025Q1: 3,478 shares; 2025Q2: 3,513 shares; 2025Q3: 4,710 shares 4,710 $2.9M 0.07% +1,197 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: 7,846 shares; 2024Q4: 9,701 shares; 2025Q1: 9,972 shares; 2025Q2: 10,291 shares; 2025Q3: 8,715 shares 8,715 $2.86M 0.07% -1,576 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: 4,702 shares; 2024Q4: 4,473 shares; 2025Q1: 4,502 shares; 2025Q2: 4,468 shares; 2025Q3: 4,401 shares 4,401 $2.81M 0.07% -67 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,773 shares; 2024Q4: 16,908 shares; 2025Q1: 16,792 shares; 2025Q2: 15,483 shares; 2025Q3: 15,759 shares 15,759 $2.79M 0.07% +276 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,673 shares; 2024Q4: 83,104 shares; 2025Q1: 78,039 shares; 2025Q2: 82,336 shares; 2025Q3: 81,181 shares 81,181 $2.71M 0.07% -1,155 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: 97,926 shares; 2024Q4: 93,829 shares; 2025Q1: 95,683 shares; 2025Q2: 97,772 shares; 2025Q3: 105,647 shares 105,647 $2.69M 0.07% +7,875 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: 9,427 shares; 2024Q4: 9,459 shares; 2025Q1: 9,792 shares; 2025Q2: 10,224 shares; 2025Q3: 10,275 shares 10,275 $2.68M 0.07% +51 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: 9,023 shares; 2024Q4: 9,148 shares; 2025Q1: 9,187 shares; 2025Q2: 9,581 shares; 2025Q3: 17,193 shares 17,193 $2.67M 0.07% +7,612 Timeline HYG 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: 50,869 shares; 2024Q4: 53,762 shares; 2025Q1: 59,384 shares; 2025Q2: 30,679 shares; 2025Q3: 32,605 shares 32,605 $2.65M 0.07% +1,926 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: 1,319 shares; 2024Q4: 1,323 shares; 2025Q1: 1,325 shares; 2025Q2: 3,552 shares; 2025Q3: 3,542 shares 3,542 $2.64M 0.07% -10 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,182 shares; 2025Q1: not reported; 2025Q2: 18,163 shares; 2025Q3: 17,752 shares 17,752 $2.56M 0.06% -411 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: 9,794 shares; 2024Q4: 9,902 shares; 2025Q1: 10,214 shares; 2025Q2: 10,632 shares; 2025Q3: 17,344 shares 17,344 $2.51M 0.06% +6,712 Timeline IEO 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: 33,220 shares; 2024Q4: 33,316 shares; 2025Q1: 33,281 shares; 2025Q2: 27,390 shares; 2025Q3: 26,878 shares 26,878 $2.49M 0.06% -512 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: 10,881 shares; 2024Q4: 10,766 shares; 2025Q1: 10,988 shares; 2025Q2: 11,397 shares; 2025Q3: 11,526 shares 11,526 $2.49M 0.06% +129 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,794 shares; 2024Q4: 6,850 shares; 2025Q1: 16,453 shares; 2025Q2: 26,165 shares; 2025Q3: 26,585 shares 26,585 $2.47M 0.06% +420 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: 14,455 shares; 2024Q4: 14,516 shares; 2025Q1: 14,588 shares; 2025Q2: 13,905 shares; 2025Q3: 13,962 shares 13,962 $2.44M 0.06% +57 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: 9,900 shares; 2024Q4: 9,895 shares; 2025Q1: 11,225 shares; 2025Q2: 11,270 shares; 2025Q3: 11,789 shares 11,789 $2.4M 0.06% +519 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: 7,992 shares; 2024Q4: 12,943 shares; 2025Q1: 8,562 shares; 2025Q2: 8,462 shares; 2025Q3: 24,409 shares 24,409 $2.38M 0.06% +15,947 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,078 shares; 2024Q4: 33,176 shares; 2025Q1: 33,273 shares; 2025Q2: 33,674 shares; 2025Q3: 29,770 shares 29,770 $2.38M 0.06% -3,904 Timeline VDC 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: 16,566 shares; 2025Q1: not reported; 2025Q2: 12,190 shares; 2025Q3: 11,082 shares 11,082 $2.37M 0.06% -1,108 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,668 shares; 2024Q4: 27,855 shares; 2025Q1: 28,338 shares; 2025Q2: 28,338 shares; 2025Q3: 25,925 shares 25,925 $2.33M 0.06% -2,413 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: 17,563 shares; 2024Q4: 18,466 shares; 2025Q1: 18,612 shares; 2025Q2: 25,025 shares; 2025Q3: 30,738 shares 30,738 $2.29M 0.06% +5,713 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: 21,317 shares; 2024Q4: 21,658 shares; 2025Q1: 20,709 shares; 2025Q2: 24,192 shares; 2025Q3: 26,919 shares 26,919 $2.26M 0.06% +2,727 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,872 shares; 2024Q4: 48,443 shares; 2025Q1: 29,917 shares; 2025Q2: 29,999 shares; 2025Q3: 48,342 shares 48,342 $2.18M 0.05% +18,343 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: 22,589 shares; 2024Q4: 22,823 shares; 2025Q1: 23,005 shares; 2025Q2: 3,285 shares; 2025Q3: 6,111 shares 6,111 $2.11M 0.05% +2,826 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,936 shares; 2025Q3: 6,607 shares 6,607 $2.11M 0.05% -329 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,086 shares; 2025Q2: 3,408 shares; 2025Q3: 11,143 shares 11,143 $2.03M 0.05% +7,735 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: 103,984 shares; 2024Q4: 84,700 shares; 2025Q1: 79,807 shares; 2025Q2: 59,631 shares; 2025Q3: 58,958 shares 58,958 $1.98M 0.05% -673 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: 4,455 shares; 2024Q4: 4,492 shares; 2025Q1: 4,504 shares; 2025Q2: 4,531 shares; 2025Q3: 4,543 shares 4,543 $1.92M 0.05% +12 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: 8,142 shares; 2024Q4: 8,751 shares; 2025Q1: 8,899 shares; 2025Q2: 9,614 shares; 2025Q3: 10,193 shares 10,193 $1.9M 0.05% +579 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: 7,079 shares; 2024Q4: 7,385 shares; 2025Q1: 6,987 shares; 2025Q2: 7,882 shares; 2025Q3: 7,884 shares 7,884 $1.86M 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,164 shares 17,164 $1.85M 0.05% new 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: 9,315 shares; 2024Q4: 9,071 shares; 2025Q1: 8,936 shares; 2025Q2: 8,829 shares; 2025Q3: 8,804 shares 8,804 $1.77M 0.04% -25 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: 4,246 shares; 2024Q4: 4,276 shares; 2025Q1: 4,187 shares; 2025Q2: 4,932 shares; 2025Q3: 4,947 shares 4,947 $1.76M 0.04% +15 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: 6,932 shares; 2024Q4: 7,519 shares; 2025Q1: 7,464 shares; 2025Q2: 8,387 shares; 2025Q3: 8,102 shares 8,102 $1.71M 0.04% -285 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: 7,448 shares; 2024Q4: 7,415 shares; 2025Q1: 7,335 shares; 2025Q2: 6,758 shares; 2025Q3: 6,752 shares 6,752 $1.7M 0.04% -6 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: 22,471 shares; 2024Q4: 23,392 shares; 2025Q1: 23,577 shares; 2025Q2: 26,140 shares; 2025Q3: 25,187 shares 25,187 $1.67M 0.04% -953 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: 3,190 shares; 2024Q4: 3,354 shares; 2025Q1: 3,351 shares; 2025Q2: 3,318 shares; 2025Q3: 3,483 shares 3,483 $1.66M 0.04% +165 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,393 shares; 2025Q1: 3,263 shares; 2025Q2: 3,522 shares; 2025Q3: 15,047 shares 15,047 $1.65M 0.04% +11,525 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 9,182 shares 9,182 $1.64M 0.04% +6,451 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,055 shares 8,055 $1.58M 0.04% new Timeline IHE 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: 14,715 shares; 2025Q1: not reported; 2025Q2: 22,396 shares; 2025Q3: 21,500 shares 21,500 $1.56M 0.04% -896 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: 5,221 shares; 2024Q4: 5,472 shares; 2025Q1: 5,517 shares; 2025Q2: 6,305 shares; 2025Q3: 9,614 shares 9,614 $1.56M 0.04% +3,309 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: 3,092 shares; 2024Q4: 3,867 shares; 2025Q1: 3,012 shares; 2025Q2: 3,548 shares; 2025Q3: 7,178 shares 7,178 $1.55M 0.04% +3,630 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: 5,441 shares; 2024Q4: 5,447 shares; 2025Q1: 5,453 shares; 2025Q2: 5,168 shares; 2025Q3: 5,247 shares 5,247 $1.54M 0.04% +79 Timeline RSPS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,803 shares; 2025Q3: 52,718 shares 52,718 $1.54M 0.04% -3,085 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: 7,347 shares; 2024Q4: 7,390 shares; 2025Q1: 7,522 shares; 2025Q2: 7,685 shares; 2025Q3: 7,701 shares 7,701 $1.53M 0.04% +16 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: 797 shares; 2024Q4: 787 shares; 2025Q1: 872 shares; 2025Q2: 1,164 shares; 2025Q3: 3,100 shares 3,100 $1.52M 0.04% +1,936 Timeline FCOM 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: 6,238 shares; 2025Q1: not reported; 2025Q2: 21,192 shares; 2025Q3: 21,201 shares 21,201 $1.5M 0.04% +9 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: 33,530 shares; 2024Q4: 33,290 shares; 2025Q1: 33,292 shares; 2025Q2: 35,483 shares; 2025Q3: 52,106 shares 52,106 $1.47M 0.04% +16,623 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,238 shares; 2024Q4: 70,596 shares; 2025Q1: 67,261 shares; 2025Q2: 53,170 shares; 2025Q3: 51,850 shares 51,850 $1.45M 0.04% -1,320 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: 1,440 shares; 2024Q4: 1,452 shares; 2025Q1: 1,514 shares; 2025Q2: 1,525 shares; 2025Q3: 4,296 shares 4,296 $1.41M 0.03% +2,771 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: 34,757 shares; 2024Q4: 31,712 shares; 2025Q1: 17,912 shares; 2025Q2: 17,368 shares; 2025Q3: 16,523 shares 16,523 $1.4M 0.03% -845 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 11,304 shares; 2025Q1: 11,318 shares; 2025Q2: 11,321 shares; 2025Q3: 11,321 shares 11,321 $1.39M 0.03% 0 Timeline FXG 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: 22,562 shares; 2025Q3: 22,144 shares 22,144 $1.39M 0.03% -418 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: 471 shares; 2025Q2: 653 shares; 2025Q3: 3,027 shares 3,027 $1.38M 0.03% +2,374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,825 shares 13,825 $1.35M 0.03% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,314 shares; 2024Q4: 46,898 shares; 2025Q1: 78,917 shares; 2025Q2: 14,202 shares; 2025Q3: 13,293 shares 13,293 $1.34M 0.03% -909 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: 16,947 shares; 2024Q4: 16,241 shares; 2025Q1: 9,343 shares; 2025Q2: 9,508 shares; 2025Q3: 10,188 shares 10,188 $1.34M 0.03% +680 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: 10,772 shares; 2024Q4: 14,954 shares; 2025Q1: 14,070 shares; 2025Q2: 17,392 shares; 2025Q3: 17,615 shares 17,615 $1.33M 0.03% +223 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: 2,858 shares; 2024Q4: 2,275 shares; 2025Q1: 2,221 shares; 2025Q2: 2,234 shares; 2025Q3: 6,649 shares 6,649 $1.31M 0.03% +4,415 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: 9,060 shares; 2024Q4: 9,353 shares; 2025Q1: 9,132 shares; 2025Q2: 9,168 shares; 2025Q3: 9,201 shares 9,201 $1.31M 0.03% +33 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: 270,353 shares; 2024Q4: 10,041 shares; 2025Q1: 9,018 shares; 2025Q2: 9,537 shares; 2025Q3: 17,136 shares 17,136 $1.29M 0.03% +7,599 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: 12,040 shares; 2024Q4: 12,310 shares; 2025Q1: 12,529 shares; 2025Q2: 12,665 shares; 2025Q3: 13,588 shares 13,588 $1.29M 0.03% +923 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: not reported; 2025Q2: not reported; 2025Q3: 9,356 shares 9,356 $1.25M 0.03% new Timeline ESGE 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: 30,955 shares; 2024Q4: 31,156 shares; 2025Q1: 19,196 shares; 2025Q2: 28,314 shares; 2025Q3: 28,482 shares 28,482 $1.24M 0.03% +168 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,549 shares; 2024Q4: 31,875 shares; 2025Q1: 31,933 shares; 2025Q2: 29,652 shares; 2025Q3: 29,604 shares 29,604 $1.23M 0.03% -48 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: 5,328 shares; 2024Q4: 5,052 shares; 2025Q1: 4,424 shares; 2025Q2: 4,238 shares; 2025Q3: 4,090 shares 4,090 $1.2M 0.03% -148 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: 14,641 shares; 2024Q4: 12,266 shares; 2025Q1: 13,017 shares; 2025Q2: 12,935 shares; 2025Q3: 12,671 shares 12,671 $1.2M 0.03% -264 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: 9,136 shares; 2024Q4: 8,973 shares; 2025Q1: 9,360 shares; 2025Q2: 9,400 shares; 2025Q3: 9,452 shares 9,452 $1.17M 0.03% +52 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: 23,853 shares; 2024Q4: 23,988 shares; 2025Q1: 23,505 shares; 2025Q2: 23,448 shares; 2025Q3: 23,470 shares 23,470 $1.13M 0.03% +22 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: 6,786 shares; 2024Q4: 6,781 shares; 2025Q1: 6,786 shares; 2025Q2: 8,340 shares; 2025Q3: 8,323 shares 8,323 $1.13M 0.03% -17 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,500 shares; 2024Q4: 63,500 shares; 2025Q1: 83,745 shares; 2025Q2: 83,745 shares; 2025Q3: 83,745 shares 83,745 $1.12M 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 9,673 shares; 2025Q3: 14,994 shares 14,994 $1.1M 0.03% +5,321 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 35,536 shares; 2025Q1: 35,640 shares; 2025Q2: 35,743 shares; 2025Q3: 42,503 shares 42,503 $1.09M 0.03% +6,760 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 12,919 shares; 2025Q1: 12,244 shares; 2025Q2: 11,736 shares; 2025Q3: 11,027 shares 11,027 $1.08M 0.03% -709 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 8,454 shares 8,454 $1.05M 0.03% +6,141 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: 7,962 shares; 2024Q4: 7,945 shares; 2025Q1: 7,774 shares; 2025Q2: 8,108 shares; 2025Q3: 8,091 shares 8,091 $1.04M 0.03% -17 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,637 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares 2,633 $1.02M 0.03% 0 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: 895 shares; 2025Q1: 886 shares; 2025Q2: 867 shares; 2025Q3: 873 shares 873 $1.02M 0.03% +6 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: 12,093 shares; 2024Q4: 12,503 shares; 2025Q1: 12,377 shares; 2025Q2: 12,495 shares; 2025Q3: 12,521 shares 12,521 $1M 0.02% +26 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: 2,867 shares; 2024Q4: 2,787 shares; 2025Q1: 2,658 shares; 2025Q2: 2,650 shares; 2025Q3: 2,439 shares 2,439 $981K 0.02% -211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,271 shares 4,271 $980K 0.02% new 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: 57 shares; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 180 shares 180 $974K 0.02% +139 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: 3,123 shares; 2024Q4: 3,252 shares; 2025Q1: 3,343 shares; 2025Q2: 3,372 shares; 2025Q3: 3,305 shares 3,305 $970K 0.02% -67 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: 4,824 shares; 2024Q4: 4,884 shares; 2025Q1: 4,912 shares; 2025Q2: 4,908 shares; 2025Q3: 4,939 shares 4,939 $952K 0.02% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares 14,000 $947K 0.02% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 3,973 shares; 2025Q1: 3,973 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares 4,345 $899K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,273 shares; 2025Q3: 4,538 shares 4,538 $889K 0.02% -735 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,467 shares; 2024Q4: 31,275 shares; 2025Q1: 31,488 shares; 2025Q2: 31,610 shares; 2025Q3: 28,096 shares 28,096 $875K 0.02% -3,514 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 4,060 shares 4,060 $871K 0.02% new 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: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 1,449 shares; 2025Q2: 1,445 shares; 2025Q3: 1,449 shares 1,449 $863K 0.02% +4 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: 3,704 shares; 2024Q4: 3,750 shares; 2025Q1: 3,703 shares; 2025Q2: 3,974 shares; 2025Q3: 4,103 shares 4,103 $856K 0.02% +129 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: 16,046 shares; 2024Q4: 15,939 shares; 2025Q1: 10,736 shares; 2025Q2: 10,769 shares; 2025Q3: 10,336 shares 10,336 $851K 0.02% -433 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: 10,817 shares; 2024Q4: 10,872 shares; 2025Q1: 9,920 shares; 2025Q2: 13,038 shares; 2025Q3: 12,783 shares 12,783 $844K 0.02% -255 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,192 shares 5,192 $815K 0.02% new Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,761 shares; 2024Q4: 219,761 shares; 2025Q1: 219,761 shares; 2025Q2: 406,987 shares; 2025Q3: 406,987 shares 406,987 $810K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 10,702 shares; 2025Q1: 10,679 shares; 2025Q2: 8,284 shares; 2025Q3: 8,312 shares 8,312 $803K 0.02% +28 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,439 shares; 2025Q1: 5,466 shares; 2025Q2: 5,497 shares; 2025Q3: 5,526 shares 5,526 $774K 0.02% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,462 shares 8,462 $770K 0.02% new 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: not reported; 2024Q4: 3,286 shares; 2025Q1: 3,334 shares; 2025Q2: 3,466 shares; 2025Q3: 7,582 shares 7,582 $770K 0.02% +4,116 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: 3,989 shares; 2024Q4: 4,350 shares; 2025Q1: 4,396 shares; 2025Q2: 4,441 shares; 2025Q3: 4,469 shares 4,469 $761K 0.02% +28 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 1,060 shares 1,060 $761K 0.02% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,354 shares; 2025Q1: 2,324 shares; 2025Q2: 2,278 shares; 2025Q3: 2,283 shares 2,283 $760K 0.02% +5 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: 6,564 shares; 2024Q4: 6,672 shares; 2025Q1: 6,674 shares; 2025Q2: 6,701 shares; 2025Q3: 6,707 shares 6,707 $749K 0.02% +6 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: 1,661 shares; 2024Q4: 1,477 shares; 2025Q1: 1,470 shares; 2025Q2: 1,528 shares; 2025Q3: 1,525 shares 1,525 $749K 0.02% -3 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 8,845 shares 8,845 $742K 0.02% new 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: 342 shares; 2024Q4: 366 shares; 2025Q1: 390 shares; 2025Q2: 387 shares; 2025Q3: 1,070 shares 1,070 $731K 0.02% +683 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares 308 $721K 0.02% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,180 shares; 2025Q2: 11,802 shares; 2025Q3: 13,711 shares 13,711 $717K 0.02% +1,909 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: 2,446 shares; 2024Q4: 2,541 shares; 2025Q1: 2,601 shares; 2025Q2: 2,441 shares; 2025Q3: 2,514 shares 2,514 $702K 0.02% +73 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 2,574 shares 2,574 $700K 0.02% new 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: 11,163 shares; 2024Q4: 11,072 shares; 2025Q1: 11,713 shares; 2025Q2: 11,758 shares; 2025Q3: 11,708 shares 11,708 $699K 0.02% -50 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: 2,469 shares; 2024Q4: 2,574 shares; 2025Q1: 2,535 shares; 2025Q2: 2,529 shares; 2025Q3: 2,534 shares 2,534 $691K 0.02% +5 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: 7,780 shares; 2024Q4: 12,183 shares; 2025Q1: 12,263 shares; 2025Q2: 12,320 shares; 2025Q3: 12,388 shares 12,388 $685K 0.02% +68 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,345 shares; 2024Q4: 47,365 shares; 2025Q1: 2,865 shares; 2025Q2: 2,655 shares; 2025Q3: 2,120 shares 2,120 $685K 0.02% -535 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: 2,162 shares; 2024Q4: 3,190 shares; 2025Q1: 3,199 shares; 2025Q2: 3,209 shares; 2025Q3: 4,691 shares 4,691 $683K 0.02% +1,482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares 1,642 $680K 0.02% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 28,748 shares; 2025Q1: 21,561 shares; 2025Q2: 21,773 shares; 2025Q3: 24,883 shares 24,883 $679K 0.02% +3,110 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: 10,910 shares; 2024Q4: 10,658 shares; 2025Q1: 10,841 shares; 2025Q2: 10,897 shares; 2025Q3: 10,985 shares 10,985 $672K 0.02% +88 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 577 shares; 2025Q3: 2,082 shares 2,082 $671K 0.02% +1,505 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: 56,502 shares; 2024Q4: 8,212 shares; 2025Q1: 7,175 shares; 2025Q2: 7,041 shares; 2025Q3: 7,465 shares 7,465 $670K 0.02% +424 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: 9,062 shares; 2024Q4: 9,921 shares; 2025Q1: 9,398 shares; 2025Q2: 9,227 shares; 2025Q3: 9,289 shares 9,289 $664K 0.02% +62 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041 shares 2,041 $661K 0.02% new 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: 1,628 shares; 2024Q4: 1,583 shares; 2025Q1: 1,589 shares; 2025Q2: 1,608 shares; 2025Q3: 2,140 shares 2,140 $659K 0.02% +532 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,075 shares; 2025Q1: 2,115 shares; 2025Q2: 1,897 shares; 2025Q3: 1,880 shares 1,880 $657K 0.02% -17 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,363 shares; 2025Q1: 3,199 shares; 2025Q2: 2,981 shares; 2025Q3: 3,006 shares 3,006 $642K 0.02% +25 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 19,901 shares 19,901 $641K 0.02% new 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: not reported; 2024Q4: 8,255 shares; 2025Q1: 6,631 shares; 2025Q2: 18,350 shares; 2025Q3: 12,607 shares 12,607 $623K 0.02% -5,743 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: 1,867 shares; 2024Q4: 1,923 shares; 2025Q1: 1,937 shares; 2025Q2: 2,185 shares; 2025Q3: 2,204 shares 2,204 $622K 0.02% +19 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 21,032 shares; 2025Q1: 21,860 shares; 2025Q2: 21,727 shares; 2025Q3: 20,984 shares 20,984 $622K 0.02% -743 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: not reported; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,287 shares 2,287 $620K 0.02% -409 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748 shares 2,748 $620K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares 883 $616K 0.02% new 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: 5,610 shares; 2024Q4: 5,203 shares; 2025Q1: 4,988 shares; 2025Q2: 547,610 shares; 2025Q3: 5,753 shares 5,753 $614K 0.02% -541,857 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: not reported; 2025Q3: 1,729 shares 1,729 $607K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,475 shares 6,475 $603K 0.01% new Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP 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: not reported; 2025Q3: 22,007 shares 22,007 $592K 0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,239 shares; 2025Q1: 128,262 shares; 2025Q2: 85,024 shares; 2025Q3: 84,317 shares 84,317 $583K 0.01% -707 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: 270,252 shares; 2024Q4: 254,619 shares; 2025Q1: 10,975 shares; 2025Q2: 9,831 shares; 2025Q3: 7,966 shares 7,966 $574K 0.01% -1,865 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares 1,465 $572K 0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,743 shares; 2025Q1: 4,626 shares; 2025Q2: 11,646 shares; 2025Q3: 12,374 shares 12,374 $572K 0.01% +728 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: 606 shares; 2024Q4: 604 shares; 2025Q1: 608 shares; 2025Q2: 728 shares; 2025Q3: 738 shares 738 $570K 0.01% +10 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,107 shares 6,107 $570K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,939 shares 8,939 $566K 0.01% new Timeline PSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,553 shares; 2025Q3: 7,937 shares 7,937 $558K 0.01% -616 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: 4,571 shares; 2024Q4: 4,487 shares; 2025Q1: 4,622 shares; 2025Q2: 4,528 shares; 2025Q3: 4,351 shares 4,351 $558K 0.01% -177 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: 2,979 shares; 2024Q4: 2,982 shares; 2025Q1: 2,984 shares; 2025Q2: 2,987 shares; 2025Q3: 3,908 shares 3,908 $556K 0.01% +921 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,677 shares; 2025Q1: 2,318 shares; 2025Q2: 2,336 shares; 2025Q3: 2,023 shares 2,023 $554K 0.01% -313 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares 2,313 $546K 0.01% new 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: 1,867 shares; 2024Q4: 2,318 shares; 2025Q1: 2,221 shares; 2025Q2: 2,224 shares; 2025Q3: 2,275 shares 2,275 $535K 0.01% +51 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,201 shares 8,201 $533K 0.01% new 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: 5,427 shares; 2024Q4: 5,297 shares; 2025Q1: 5,337 shares; 2025Q2: 5,221 shares; 2025Q3: 5,278 shares 5,278 $531K 0.01% +57 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,666 shares; 2025Q3: 13,634 shares 13,634 $522K 0.01% -32 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,594 shares; 2025Q1: 3,583 shares; 2025Q2: 3,555 shares; 2025Q3: 3,534 shares 3,534 $515K 0.01% -21 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: 876 shares; 2024Q4: 916 shares; 2025Q1: 1,007 shares; 2025Q2: 1,074 shares; 2025Q3: 1,068 shares 1,068 $507K 0.01% -6 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS 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: 2,728 shares; 2025Q2: 2,746 shares; 2025Q3: 2,966 shares 2,966 $506K 0.01% +220 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 7,361 shares; 2025Q1: 7,442 shares; 2025Q2: 7,526 shares; 2025Q3: 7,611 shares 7,611 $505K 0.01% +85 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: 105 shares; 2024Q4: 108 shares; 2025Q1: 107 shares; 2025Q2: 115 shares; 2025Q3: 117 shares 117 $502K 0.01% +2 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: 3,383 shares; 2024Q4: 3,494 shares; 2025Q1: 3,474 shares; 2025Q2: 3,518 shares; 2025Q3: 3,543 shares 3,543 $491K 0.01% +25 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: 1,612 shares; 2024Q4: 1,553 shares; 2025Q1: 1,395 shares; 2025Q2: 1,398 shares; 2025Q3: 2,523 shares 2,523 $491K 0.01% +1,125 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: 3,115 shares; 2024Q4: 3,138 shares; 2025Q1: 3,170 shares; 2025Q2: 3,126 shares; 2025Q3: 3,197 shares 3,197 $486K 0.01% +71 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,814 shares; 2025Q3: 9,653 shares 9,653 $484K 0.01% -1,161 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: 552 shares; 2024Q4: 932 shares; 2025Q1: 731 shares; 2025Q2: 755 shares; 2025Q3: 757 shares 757 $461K 0.01% +2 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: 13,100 shares; 2024Q4: 13,520 shares; 2025Q1: 14,113 shares; 2025Q2: 13,909 shares; 2025Q3: 14,757 shares 14,757 $461K 0.01% +848 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,993 shares; 2024Q4: 20,101 shares; 2025Q1: 20,094 shares; 2025Q2: 9,889 shares; 2025Q3: 9,629 shares 9,629 $458K 0.01% -260 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,169 shares; 2025Q1: 1,172 shares; 2025Q2: 1,245 shares; 2025Q3: 1,248 shares 1,248 $456K 0.01% +3 Timeline IWY 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: 1,653 shares; 2024Q4: 1,655 shares; 2025Q1: 1,656 shares; 2025Q2: 1,658 shares; 2025Q3: 1,660 shares 1,660 $454K 0.01% +2 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,465 shares; 2025Q1: 5,471 shares; 2025Q2: 7,983 shares; 2025Q3: 7,088 shares 7,088 $449K 0.01% -895 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: 5,633 shares; 2024Q4: 4,624 shares; 2025Q1: 4,993 shares; 2025Q2: 4,986 shares; 2025Q3: 4,903 shares 4,903 $448K 0.01% -83 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: 10,743 shares; 2024Q4: 10,542 shares; 2025Q1: 5,775 shares; 2025Q2: 5,696 shares; 2025Q3: 5,362 shares 5,362 $442K 0.01% -334 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: 10,296 shares; 2024Q4: 10,366 shares; 2025Q1: 9,620 shares; 2025Q2: 9,726 shares; 2025Q3: 9,518 shares 9,518 $442K 0.01% -208 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: not reported; 2024Q4: 1,716 shares; 2025Q1: 2,126 shares; 2025Q2: 2,893 shares; 2025Q3: 2,771 shares 2,771 $441K 0.01% -122 Timeline NYF 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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares 8,250 $440K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 2,538 shares 2,538 $428K 0.01% +11 Timeline EQT EQT CORP More: the full row for EQT 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: 7,856 shares 7,856 $428K 0.01% new 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: 9,000 shares; 2024Q4: 9,039 shares; 2025Q1: 9,046 shares; 2025Q2: 9,077 shares; 2025Q3: 9,078 shares 9,078 $416K 0.01% +1 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,275 shares; 2024Q4: 75,275 shares; 2025Q1: 72,707 shares; 2025Q2: 53,474 shares; 2025Q3: 53,963 shares 53,963 $410K 0.01% +489 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: 4,334 shares; 2025Q3: 6,299 shares 6,299 $409K 0.01% +1,965 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 41,163 shares; 2025Q1: 41,163 shares; 2025Q2: 41,163 shares; 2025Q3: 41,163 shares 41,163 $409K 0.01% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,029 shares; 2025Q3: 8,126 shares 8,126 $408K 0.01% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares 11,781 $406K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,226 shares; 2025Q1: 1,228 shares; 2025Q2: 1,272 shares; 2025Q3: 1,294 shares 1,294 $405K 0.01% +22 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: 5,096 shares; 2024Q4: 5,393 shares; 2025Q1: 5,135 shares; 2025Q2: 5,290 shares; 2025Q3: 5,238 shares 5,238 $402K 0.01% -52 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,772 shares; 2025Q1: 2,764 shares; 2025Q2: 2,802 shares; 2025Q3: 2,814 shares 2,814 $399K 0.01% +12 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 8,803 shares; 2025Q1: 9,404 shares; 2025Q2: 11,915 shares; 2025Q3: 15,100 shares 15,100 $397K 0.01% +3,185 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,982 shares; 2025Q3: 3,000 shares 3,000 $397K 0.01% +18 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: 657 shares; 2024Q4: 1,244 shares; 2025Q1: 1,310 shares; 2025Q2: 1,817 shares; 2025Q3: 1,935 shares 1,935 $394K 0.01% +118 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: 13,410 shares; 2024Q4: 13,858 shares; 2025Q1: 12,771 shares; 2025Q2: 13,274 shares; 2025Q3: 13,780 shares 13,780 $390K 0.01% +506 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,473 shares; 2025Q1: 7,688 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares 7,688 $389K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,310 shares; 2025Q1: 1,234 shares; 2025Q2: 1,311 shares; 2025Q3: 1,272 shares 1,272 $388K 0.01% -39 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: 1,259 shares; 2024Q4: 1,378 shares; 2025Q1: 1,253 shares; 2025Q2: 1,442 shares; 2025Q3: 1,345 shares 1,345 $388K 0.01% -97 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: 2,926 shares; 2024Q4: 2,930 shares; 2025Q1: 2,906 shares; 2025Q2: 3,188 shares; 2025Q3: 3,192 shares 3,192 $385K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,489 shares 9,489 $383K 0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,059 shares; 2025Q1: 2,069 shares; 2025Q2: 2,078 shares; 2025Q3: 2,086 shares 2,086 $379K 0.01% +8 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,624 shares; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 3,790 shares 3,790 $378K 0.01% +50 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,436 shares; 2025Q3: 1,139 shares 1,139 $372K 0.01% -297 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: 433 shares; 2024Q4: 428 shares; 2025Q1: 461 shares; 2025Q2: 474 shares; 2025Q3: 476 shares 476 $361K 0.01% +2 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: 4,871 shares; 2024Q4: 13,272 shares; 2025Q1: 2,836 shares; 2025Q2: 3,353 shares; 2025Q3: 3,377 shares 3,377 $360K 0.01% +24 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: 988 shares; 2024Q4: 977 shares; 2025Q1: 971 shares; 2025Q2: 1,019 shares; 2025Q3: 1,035 shares 1,035 $353K 0.01% +16 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,235 shares; 2025Q1: 3,244 shares; 2025Q2: 3,133 shares; 2025Q3: 3,162 shares 3,162 $350K 0.01% +29 Timeline SHYG 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: 4,400,345 shares; 2024Q4: 4,637,431 shares; 2025Q1: 4,821,058 shares; 2025Q2: 10,034 shares; 2025Q3: 8,054 shares 8,054 $349K 0.01% -1,980 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: 5,915 shares; 2024Q4: 5,977 shares; 2025Q1: 4,948 shares; 2025Q2: 4,980 shares; 2025Q3: 4,235 shares 4,235 $347K 0.01% -745 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,833 shares; 2025Q1: 1,838 shares; 2025Q2: 1,899 shares; 2025Q3: 1,846 shares 1,846 $347K 0.01% -53 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 4,879 shares; 2025Q1: 5,020 shares; 2025Q2: 5,237 shares; 2025Q3: 5,383 shares 5,383 $346K 0.01% +146 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: 7,877 shares; 2024Q4: 7,752 shares; 2025Q1: 7,806 shares; 2025Q2: 8,044 shares; 2025Q3: 4,760 shares 4,760 $339K 0.01% -3,284 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,825 shares; 2025Q1: 24,729 shares; 2025Q2: 26,600 shares; 2025Q3: 10,609 shares 10,609 $339K 0.01% -15,991 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: 3,765 shares; 2024Q4: 3,825 shares; 2025Q1: 3,807 shares; 2025Q2: 3,973 shares; 2025Q3: 4,073 shares 4,073 $336K 0.01% +100 Timeline SPYM 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: 3,842 shares; 2024Q4: 3,086 shares; 2025Q1: 3,294 shares; 2025Q2: 3,732 shares; 2025Q3: 4,284 shares 4,284 $336K 0.01% +552 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: 2,061 shares; 2024Q4: 2,104 shares; 2025Q1: 1,579 shares; 2025Q2: 1,609 shares; 2025Q3: 1,630 shares 1,630 $334K 0.01% +21 Timeline BIV 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: 4,366 shares; 2024Q4: 4,301 shares; 2025Q1: 4,324 shares; 2025Q2: 4,361 shares; 2025Q3: 4,242 shares 4,242 $331K 0.01% -119 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: 7,850 shares; 2024Q4: 8,033 shares; 2025Q1: 7,913 shares; 2025Q2: 9,000 shares; 2025Q3: 9,244 shares 9,244 $328K 0.01% +244 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: not reported; 2025Q2: not reported; 2025Q3: 4,220 shares 4,220 $327K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,100 shares; 2025Q1: 4,145 shares; 2025Q2: 4,208 shares; 2025Q3: 4,258 shares 4,258 $320K 0.01% +50 Timeline ECBK ECB BANCORP INC More: the full row for ECB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $317K 0.01% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE 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: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares 3,300 $313K 0.01% 0 Timeline VONG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares 2,579 $311K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 2,847 shares; 2025Q3: 2,748 shares 2,748 $307K 0.01% -99 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON 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: 7,088 shares; 2025Q2: 7,088 shares; 2025Q3: 6,229 shares 6,229 $307K 0.01% -859 Timeline SPGP 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: 2,886 shares; 2024Q4: 2,867 shares; 2025Q1: 2,760 shares; 2025Q2: 2,722 shares; 2025Q3: 2,703 shares 2,703 $307K 0.01% -19 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: 4,160 shares; 2024Q4: 3,703 shares; 2025Q1: 3,725 shares; 2025Q2: 4,002 shares; 2025Q3: 3,806 shares 3,806 $304K 0.01% -196 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,421 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares 5,420 $302K 0.01% 0 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: 3,661 shares; 2024Q4: 3,823 shares; 2025Q1: 3,506 shares; 2025Q2: 3,433 shares; 2025Q3: 3,153 shares 3,153 $301K 0.01% -280 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 7,331 shares; 2025Q1: 6,482 shares; 2025Q2: 6,461 shares; 2025Q3: 5,613 shares 5,613 $298K 0.01% -848 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares 406 $292K 0.01% new Timeline FIDU 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: not reported; 2025Q1: not reported; 2025Q2: 4,078 shares; 2025Q3: 3,537 shares 3,537 $290K 0.01% -541 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: 562 shares; 2024Q4: 535 shares; 2025Q1: 561 shares; 2025Q2: 591 shares; 2025Q3: 595 shares 595 $290K 0.01% +4 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 11,057 shares; 2025Q1: 11,197 shares; 2025Q2: 11,339 shares; 2025Q3: 11,483 shares 11,483 $288K 0.01% +144 Timeline INSM INSMED INC More: the full row for INSMED 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: 2,000 shares 2,000 $288K 0.01% new Timeline XLG 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: 4,963 shares; 2024Q4: 5,004 shares; 2025Q1: 4,982 shares; 2025Q2: 4,992 shares; 2025Q3: 4,999 shares 4,999 $288K 0.01% +7 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,960 shares; 2025Q1: 2,971 shares; 2025Q2: 2,982 shares; 2025Q3: 3,002 shares 3,002 $283K 0.01% +20 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares 4,160 $280K 0.01% new 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: 1,286 shares; 2024Q4: 1,288 shares; 2025Q1: 1,328 shares; 2025Q2: 1,472 shares; 2025Q3: 1,495 shares 1,495 $280K 0.01% +23 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,785 shares 2,785 $279K 0.01% +1 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER 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: not reported; 2025Q3: 26,513 shares 26,513 $278K 0.01% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 18,599 shares; 2025Q2: 13,303 shares; 2025Q3: 12,633 shares 12,633 $276K 0.01% -670 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: 18,400 shares; 2024Q4: 23,394 shares; 2025Q1: not reported; 2025Q2: 12,161 shares; 2025Q3: 11,924 shares 11,924 $273K 0.01% -237 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 15,013 shares; 2025Q2: 14,846 shares; 2025Q3: 14,901 shares 14,901 $270K 0.01% +55 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 5,909 shares; 2025Q1: 4,171 shares; 2025Q2: 4,296 shares; 2025Q3: 4,407 shares 4,407 $268K 0.01% +111 Timeline BBUS 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: 2,188 shares; 2025Q1: 2,194 shares; 2025Q2: 2,200 shares; 2025Q3: 2,207 shares 2,207 $266K 0.01% +7 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,489 shares 1,489 $264K 0.01% +30 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,643 shares; 2024Q4: 1,189,221 shares; 2025Q1: 1,200,224 shares; 2025Q2: 5,917 shares; 2025Q3: 5,161 shares 5,161 $263K 0.01% -756 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 3,692 shares; 2025Q3: 3,672 shares 3,672 $262K 0.01% -20 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: 963 shares; 2024Q4: 926 shares; 2025Q1: 1,076 shares; 2025Q2: 1,092 shares; 2025Q3: 1,099 shares 1,099 $259K 0.01% +7 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,635 shares 7,635 $259K 0.01% new Timeline PWV 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: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,871 shares; 2025Q2: 3,871 shares; 2025Q3: 3,871 shares 3,871 $252K 0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $249K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,387 shares 3,387 $247K 0.01% +92 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,440 shares; 2025Q1: 4,030 shares; 2025Q2: 4,076 shares; 2025Q3: 4,106 shares 4,106 $246K 0.01% +30 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares 1,159 $245K 0.01% new 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: 630 shares; 2024Q4: 649 shares; 2025Q1: 706 shares; 2025Q2: 708 shares; 2025Q3: 621 shares 621 $243K 0.01% -87 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares 21,400 $240K 0.01% 0 Timeline WCLD 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: 6,824 shares; 2024Q4: 6,824 shares; 2025Q1: 6,824 shares; 2025Q2: 6,824 shares; 2025Q3: 6,824 shares 6,824 $240K 0.01% 0 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: 7,702 shares; 2024Q4: 7,703 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,488 shares 3,488 $239K 0.01% +38 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares 1,081 $239K 0.01% new 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: 2,640 shares; 2024Q4: 2,651 shares; 2025Q1: 2,661 shares; 2025Q2: 2,672 shares; 2025Q3: 2,682 shares 2,682 $239K 0.01% +10 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,009 shares; 2025Q1: 5,010 shares; 2025Q2: 5,011 shares; 2025Q3: 5,021 shares 5,021 $238K 0.01% +10 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,164 shares; 2025Q2: 2,226 shares; 2025Q3: 2,231 shares 2,231 $238K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares 1,391 $238K 0.01% new 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: 1,596 shares; 2024Q4: 1,602 shares; 2025Q1: 1,607 shares; 2025Q2: not reported; 2025Q3: 1,689 shares 1,689 $236K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 964 shares; 2025Q2: 850 shares; 2025Q3: 750 shares 750 $235K 0.01% -100 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,111 shares 1,111 $235K 0.01% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 5,153 shares; 2025Q3: 5,200 shares 5,200 $234K 0.01% +47 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: 1,119 shares; 2024Q4: not reported; 2025Q1: 1,082 shares; 2025Q2: 1,228 shares; 2025Q3: 1,209 shares 1,209 $232K 0.01% -19 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 803 shares; 2025Q1: 826 shares; 2025Q2: 840 shares; 2025Q3: 802 shares 802 $232K 0.01% -38 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: 3,133 shares; 2024Q4: 2,961 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 2,965 shares 2,965 $231K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,530 shares 4,530 $229K 0.01% new 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: not reported; 2024Q4: 49,289 shares; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 3,330 shares 3,330 $228K 0.01% -40 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,950 shares; 2024Q4: 298,950 shares; 2025Q1: 298,950 shares; 2025Q2: 298,950 shares; 2025Q3: 189,750 shares 189,750 $228K 0.01% -109,200 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: 1,569 shares; 2024Q4: 1,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,795 shares 1,795 $226K 0.01% new Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO 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: 3,602 shares; 2025Q3: 3,602 shares 3,602 $224K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661 shares 661 $223K 0.01% new 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: 93,340 shares; 2024Q4: 93,386 shares; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 1,729 shares 1,729 $222K 0.01% -28 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG 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: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares 6,100 $220K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,474 shares; 2024Q4: 13,507 shares; 2025Q1: 12,500 shares; 2025Q2: 12,514 shares; 2025Q3: 12,831 shares 12,831 $220K 0.01% +317 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: not reported; 2024Q4: not reported; 2025Q1: 2,909 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares 3,009 $220K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares 1,085 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 2,714 shares; 2025Q3: 2,741 shares 2,741 $215K 0.01% +27 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,246 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 3,176 shares 3,176 $214K 0.01% -5 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,373 shares; 2025Q1: 1,363 shares; 2025Q2: 1,451 shares; 2025Q3: 1,482 shares 1,482 $209K 0.01% +31 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,484 shares 3,484 $207K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares 485 $207K 0.01% new Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,897 shares; 2024Q4: 11,897 shares; 2025Q1: 11,324 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares 11,324 $207K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,325 shares; 2025Q3: 3,253 shares 3,253 $203K 0.01% -72 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: 854 shares; 2024Q4: 782 shares; 2025Q1: 800 shares; 2025Q2: 815 shares; 2025Q3: 638 shares 638 $203K 0.01% -177 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: 1,347 shares; 2024Q4: 1,288 shares; 2025Q1: 1,386 shares; 2025Q2: 1,409 shares; 2025Q3: 1,379 shares 1,379 $202K <0.01% -30 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,285 shares; 2024Q4: 22,812 shares; 2025Q1: 21,690 shares; 2025Q2: 13,674 shares; 2025Q3: 13,674 shares 13,674 $200K <0.01% 0 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 24,270 shares; 2025Q1: 23,210 shares; 2025Q2: 23,927 shares; 2025Q3: 24,383 shares 24,383 $192K <0.01% +456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,846 shares; 2025Q3: 12,866 shares 12,866 $154K <0.01% +20 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 58,436 shares; 2025Q3: 58,436 shares 58,436 $144K <0.01% 0 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP 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: 13,271 shares; 2025Q2: 13,271 shares; 2025Q3: 13,271 shares 13,271 $130K <0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $129K <0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,625 shares; 2024Q4: 33,625 shares; 2025Q1: 32,167 shares; 2025Q2: 37,839 shares; 2025Q3: 43,345 shares 43,345 $94.1K <0.01% +5,506 Timeline BCG BINAH CAP GROUP INC More: the full row for BINAH CAP 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: 33,482 shares 33,482 $57.6K <0.01% new Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,675 shares; 2024Q4: 42,675 shares; 2025Q1: 40,994 shares; 2025Q2: 40,994 shares; 2025Q3: 40,994 shares 40,994 $53.7K <0.01% 0 Timeline RCKT ROCKET PHARMACEUTICALS INC More: the full row for ROCKET PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,411 shares 15,411 $50.2K <0.01% new Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 10,030 shares; 2025Q3: 10,030 shares 10,030 $38.1K <0.01% 0 Timeline