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: 62,163 shares; 2024Q4: 63,399 shares; 2025Q1: 2,526 shares; 2025Q2: 62,896 shares; 2025Q3: 62,941 shares 62,941 $42.6M 11.13% +45 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: 220,859 shares; 2024Q4: 222,646 shares; 2025Q1: 2,322 shares; 2025Q2: 2,252 shares; 2025Q3: 234,805 shares 234,805 $28.4M 7.42% +232,553 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: 231,451 shares; 2024Q4: not reported; 2025Q1: 226,859 shares; 2025Q2: 229,043 shares; 2025Q3: 227,728 shares 227,728 $15.5M 4.04% -1,315 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,629 shares; 2024Q4: not reported; 2025Q1: 182,002 shares; 2025Q2: 177,155 shares; 2025Q3: 174,643 shares 174,643 $15.5M 4.04% -2,512 Timeline GSY 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: 171,766 shares; 2024Q4: 186,112 shares; 2025Q1: 197,919 shares; 2025Q2: 200,287 shares; 2025Q3: 206,090 shares 206,090 $10.4M 2.7% +5,803 Timeline BIL 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: 84,502 shares; 2024Q4: 92,309 shares; 2025Q1: 97,224 shares; 2025Q2: 99,003 shares; 2025Q3: 104,644 shares 104,644 $9.6M 2.5% +5,641 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: 32,084 shares; 2024Q4: 36,813 shares; 2025Q1: 41,007 shares; 2025Q2: 45,725 shares; 2025Q3: 49,669 shares 49,669 $9.5M 2.48% +3,944 Timeline ICSH 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: 153,271 shares; 2024Q4: 166,714 shares; 2025Q1: 175,184 shares; 2025Q2: 177,556 shares; 2025Q3: 183,391 shares 183,391 $9.3M 2.43% +5,835 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,101 shares; 2024Q4: 84,092 shares; 2025Q1: 88,227 shares; 2025Q2: 89,402 shares; 2025Q3: 92,475 shares 92,475 $9.26M 2.42% +3,073 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,928 shares; 2024Q4: 182,424 shares; 2025Q1: 180,131 shares; 2025Q2: 174,218 shares; 2025Q3: 168,143 shares 168,143 $7.4M 1.93% -6,075 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: 12,376 shares; 2024Q4: 12,620 shares; 2025Q1: 12,646 shares; 2025Q2: 12,465 shares; 2025Q3: 12,307 shares 12,307 $6.44M 1.68% -158 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: 10,034 shares; 2024Q4: 11,193 shares; 2025Q1: 12,279 shares; 2025Q2: 12,594 shares; 2025Q3: 13,102 shares 13,102 $6.42M 1.67% +508 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,157 shares; 2024Q4: 85,853 shares; 2025Q1: 82,289 shares; 2025Q2: 97,148 shares; 2025Q3: 109,627 shares 109,627 $5.6M 1.46% +12,479 Timeline SHV 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: 117,384 shares; 2024Q4: 310,675 shares; 2025Q1: 610,366 shares; 2025Q2: 297,098 shares; 2025Q3: 49,789 shares 49,789 $5.5M 1.43% -247,309 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: 6,201 shares; 2024Q4: 6,563 shares; 2025Q1: 7,048 shares; 2025Q2: 7,614 shares; 2025Q3: 8,298 shares 8,298 $5.12M 1.34% +684 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: 10,978 shares; 2024Q4: 12,083 shares; 2025Q1: 12,776 shares; 2025Q2: 13,342 shares; 2025Q3: 13,975 shares 13,975 $4.66M 1.22% +633 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: not reported; 2024Q4: 54,612 shares; 2025Q1: 63,899 shares; 2025Q2: 79,620 shares; 2025Q3: 90,898 shares 90,898 $4.17M 1.09% +11,278 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,529 shares; 2024Q4: 43,134 shares; 2025Q1: 49,512 shares; 2025Q2: 52,167 shares; 2025Q3: 53,746 shares 53,746 $4.16M 1.08% +1,579 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: 43,723 shares; 2024Q4: 40,121 shares; 2025Q1: 41,027 shares; 2025Q2: 51,385 shares; 2025Q3: 59,113 shares 59,113 $4.06M 1.06% +7,728 Timeline VCLT 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: 21,238 shares; 2024Q4: 38,361 shares; 2025Q1: 40,564 shares; 2025Q2: 45,637 shares; 2025Q3: 46,900 shares 46,900 $3.7M 0.97% +1,263 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: not reported; 2024Q4: 113,159 shares; 2025Q1: 153,075 shares; 2025Q2: 150,479 shares; 2025Q3: 176,347 shares 176,347 $3.68M 0.96% +25,868 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: 7,177 shares; 2024Q4: 7,140 shares; 2025Q1: 7,203 shares; 2025Q2: 7,197 shares; 2025Q3: 7,430 shares 7,430 $3.66M 0.95% +233 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: 42,819 shares; 2024Q4: 44,072 shares; 2025Q1: 44,501 shares; 2025Q2: 53,467 shares; 2025Q3: 58,987 shares 58,987 $3.25M 0.85% +5,520 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 2,343 shares; 2025Q1: 2,804 shares; 2025Q2: 2,962 shares; 2025Q3: 2,946 shares 2,946 $3.17M 0.83% -16 Timeline MGC 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: 10,467 shares; 2024Q4: 10,977 shares; 2025Q1: 11,116 shares; 2025Q2: 10,939 shares; 2025Q3: 11,189 shares 11,189 $2.78M 0.73% +250 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: 39,816 shares; 2024Q4: 36,004 shares; 2025Q1: 32,761 shares; 2025Q2: 33,696 shares; 2025Q3: 45,184 shares 45,184 $2.77M 0.72% +11,488 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,767 shares; 2024Q4: 28,335 shares; 2025Q1: 31,703 shares; 2025Q2: 32,786 shares; 2025Q3: 37,507 shares 37,507 $2.73M 0.71% +4,721 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,536 shares; 2024Q4: 22,814 shares; 2025Q1: 23,243 shares; 2025Q2: 26,274 shares; 2025Q3: 28,098 shares 28,098 $2.57M 0.67% +1,824 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: 1,298 shares; 2024Q4: 2,378 shares; 2025Q1: 2,443 shares; 2025Q2: 2,420 shares; 2025Q3: 2,553 shares 2,553 $2.38M 0.62% +133 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 14,114 shares; 2025Q1: 14,663 shares; 2025Q2: 13,997 shares; 2025Q3: 13,620 shares 13,620 $2.32M 0.61% -377 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: not reported; 2024Q4: 11,896 shares; 2025Q1: 13,103 shares; 2025Q2: 17,433 shares; 2025Q3: 21,080 shares 21,080 $2.27M 0.59% +3,647 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,554 shares; 2024Q4: 21,946 shares; 2025Q1: 22,410 shares; 2025Q2: 23,149 shares; 2025Q3: 23,396 shares 23,396 $2.25M 0.59% +247 Timeline XMVM 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: 24,585 shares; 2024Q4: 27,137 shares; 2025Q1: 32,224 shares; 2025Q2: 34,631 shares; 2025Q3: 36,998 shares 36,998 $2.22M 0.58% +2,367 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,709 shares; 2024Q4: 40,100 shares; 2025Q1: 51,028 shares; 2025Q2: 42,137 shares; 2025Q3: 43,004 shares 43,004 $2.17M 0.57% +867 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 9,523 shares; 2025Q1: 9,452 shares; 2025Q2: 9,379 shares; 2025Q3: 9,565 shares 9,565 $2.08M 0.54% +186 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 12,377 shares; 2025Q1: 12,391 shares; 2025Q2: 12,425 shares; 2025Q3: 12,700 shares 12,700 $2.01M 0.52% +275 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: 5,314 shares; 2024Q4: 6,143 shares; 2025Q1: 6,506 shares; 2025Q2: 6,391 shares; 2025Q3: 6,244 shares 6,244 $1.77M 0.46% -147 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: 6,637 shares; 2024Q4: 7,095 shares; 2025Q1: 7,842 shares; 2025Q2: 8,241 shares; 2025Q3: 8,585 shares 8,585 $1.74M 0.46% +344 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,150 shares; 2024Q4: 39,154 shares; 2025Q1: 41,217 shares; 2025Q2: 44,900 shares; 2025Q3: 41,342 shares 41,342 $1.71M 0.45% -3,558 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: 13,412 shares; 2024Q4: 13,497 shares; 2025Q1: 13,012 shares; 2025Q2: 12,987 shares; 2025Q3: 11,105 shares 11,105 $1.69M 0.44% -1,882 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: 15,190 shares; 2024Q4: 16,213 shares; 2025Q1: 16,201 shares; 2025Q2: 16,280 shares; 2025Q3: 18,468 shares 18,468 $1.66M 0.43% +2,188 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,207 shares; 2025Q1: 18,189 shares; 2025Q2: 18,832 shares; 2025Q3: 19,302 shares 19,302 $1.64M 0.43% +470 Timeline RWJ 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: 21,042 shares; 2024Q4: 23,117 shares; 2025Q1: 27,823 shares; 2025Q2: 29,989 shares; 2025Q3: 32,004 shares 32,004 $1.57M 0.41% +2,015 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 12,519 shares; 2025Q1: 14,019 shares; 2025Q2: 14,307 shares; 2025Q3: 15,538 shares 15,538 $1.55M 0.41% +1,231 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,301 shares; 2025Q1: 5,233 shares; 2025Q2: 5,190 shares; 2025Q3: 5,160 shares 5,160 $1.55M 0.4% -30 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,959 shares; 2024Q4: 32,220 shares; 2025Q1: 32,306 shares; 2025Q2: 30,128 shares; 2025Q3: 29,728 shares 29,728 $1.53M 0.4% -400 Timeline USFR 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: 31,809 shares; 2024Q4: 31,950 shares; 2025Q1: 29,904 shares; 2025Q2: 28,921 shares; 2025Q3: 30,095 shares 30,095 $1.52M 0.4% +1,174 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,107 shares; 2024Q4: 21,334 shares; 2025Q1: 22,308 shares; 2025Q2: 21,711 shares; 2025Q3: 21,770 shares 21,770 $1.52M 0.4% +59 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: 5,631 shares; 2024Q4: 6,573 shares; 2025Q1: 5,694 shares; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares 5,635 $1.48M 0.39% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,708 shares; 2024Q4: 24,040 shares; 2025Q1: 24,117 shares; 2025Q2: 15,881 shares; 2025Q3: 14,711 shares 14,711 $1.48M 0.39% -1,170 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,087 shares; 2025Q1: 13,222 shares; 2025Q2: 12,840 shares; 2025Q3: 12,732 shares 12,732 $1.46M 0.38% -108 Timeline XHB 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: 6,051 shares; 2025Q1: 10,018 shares; 2025Q2: 12,563 shares; 2025Q3: 13,346 shares 13,346 $1.45M 0.38% +783 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,664 shares; 2024Q4: 31,826 shares; 2025Q1: 29,766 shares; 2025Q2: 27,406 shares; 2025Q3: 28,463 shares 28,463 $1.44M 0.38% +1,057 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: 6,055 shares; 2024Q4: 6,166 shares; 2025Q1: 5,965 shares; 2025Q2: 5,558 shares; 2025Q3: 5,522 shares 5,522 $1.44M 0.38% -36 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: not reported; 2024Q4: 11,521 shares; 2025Q1: 12,865 shares; 2025Q2: 12,964 shares; 2025Q3: 13,349 shares 13,349 $1.42M 0.37% +385 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,042 shares; 2025Q1: 23,872 shares; 2025Q2: 21,959 shares; 2025Q3: 19,512 shares 19,512 $1.38M 0.36% -2,447 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: not reported; 2024Q4: 6,550 shares; 2025Q1: 7,678 shares; 2025Q2: 7,823 shares; 2025Q3: 8,032 shares 8,032 $1.37M 0.36% +209 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: 6,171 shares; 2024Q4: 12,984 shares; 2025Q1: 14,127 shares; 2025Q2: 13,844 shares; 2025Q3: 13,956 shares 13,956 $1.35M 0.35% +112 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,487 shares; 2025Q1: 6,897 shares; 2025Q2: 6,984 shares; 2025Q3: 7,080 shares 7,080 $1.34M 0.35% +96 Timeline TBLL 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: 50,336 shares; 2024Q4: 54,519 shares; 2025Q1: not reported; 2025Q2: 20,674 shares; 2025Q3: 12,701 shares 12,701 $1.34M 0.35% -7,973 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: 23,881 shares; 2024Q4: 25,618 shares; 2025Q1: 24,818 shares; 2025Q2: 24,657 shares; 2025Q3: 24,873 shares 24,873 $1.34M 0.35% +216 Timeline BIZD 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: 91,097 shares; 2024Q4: 78,728 shares; 2025Q1: 73,659 shares; 2025Q2: 69,390 shares; 2025Q3: 91,652 shares 91,652 $1.31M 0.34% +22,262 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: 14,668 shares; 2024Q4: 13,966 shares; 2025Q1: 14,640 shares; 2025Q2: 14,903 shares; 2025Q3: 15,524 shares 15,524 $1.31M 0.34% +621 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: 55,197 shares; 2024Q4: 40,130 shares; 2025Q1: 52,968 shares; 2025Q2: 54,820 shares; 2025Q3: 55,147 shares 55,147 $1.3M 0.34% +327 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,415 shares; 2025Q1: 9,857 shares; 2025Q2: 10,193 shares; 2025Q3: 10,250 shares 10,250 $1.29M 0.34% +57 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,239 shares; 2025Q1: 6,225 shares; 2025Q2: 6,012 shares; 2025Q3: 6,056 shares 6,056 $1.29M 0.34% +44 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,102 shares; 2025Q1: 1,361 shares; 2025Q2: 1,382 shares; 2025Q3: 1,390 shares 1,390 $1.27M 0.33% +8 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 15,266 shares; 2025Q1: 17,086 shares; 2025Q2: 18,055 shares; 2025Q3: 18,851 shares 18,851 $1.25M 0.33% +796 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,493 shares; 2025Q1: 12,022 shares; 2025Q2: 12,144 shares; 2025Q3: 12,463 shares 12,463 $1.25M 0.33% +319 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 9,234 shares; 2025Q1: 9,664 shares; 2025Q2: 9,817 shares; 2025Q3: 9,840 shares 9,840 $1.23M 0.32% +23 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: not reported; 2024Q4: 4,708 shares; 2025Q1: 5,418 shares; 2025Q2: 5,468 shares; 2025Q3: 5,669 shares 5,669 $1.23M 0.32% +201 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: 2,840 shares; 2024Q4: 3,248 shares; 2025Q1: 3,527 shares; 2025Q2: 3,484 shares; 2025Q3: 3,502 shares 3,502 $1.23M 0.32% +18 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: 833 shares; 2024Q4: 1,428 shares; 2025Q1: 1,923 shares; 2025Q2: 1,764 shares; 2025Q3: 1,773 shares 1,773 $1.21M 0.31% +9 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: 6,313 shares; 2024Q4: 6,239 shares; 2025Q1: 5,237 shares; 2025Q2: 5,244 shares; 2025Q3: 5,188 shares 5,188 $1.16M 0.3% -56 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,499 shares; 2025Q1: 11,499 shares; 2025Q2: 11,494 shares; 2025Q3: 11,494 shares 11,494 $1.16M 0.3% 0 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: 11,088 shares; 2024Q4: 11,180 shares; 2025Q1: 11,682 shares; 2025Q2: 11,925 shares; 2025Q3: 12,337 shares 12,337 $1.16M 0.3% +412 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: 5,802 shares; 2024Q4: 5,892 shares; 2025Q1: 6,324 shares; 2025Q2: 6,540 shares; 2025Q3: 6,830 shares 6,830 $1.15M 0.3% +290 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,918 shares; 2025Q1: 2,468 shares; 2025Q2: 2,528 shares; 2025Q3: 2,619 shares 2,619 $1.14M 0.3% +91 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: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,271 shares; 2025Q2: 1,296 shares; 2025Q3: 1,372 shares 1,372 $1.13M 0.3% +76 Timeline BSV 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: 11,065 shares; 2024Q4: 11,761 shares; 2025Q1: 12,403 shares; 2025Q2: 12,589 shares; 2025Q3: 14,280 shares 14,280 $1.13M 0.3% +1,691 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,183 shares; 2024Q4: 10,185 shares; 2025Q1: 13,409 shares; 2025Q2: 14,177 shares; 2025Q3: 14,897 shares 14,897 $1.1M 0.29% +720 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: 4,230 shares; 2024Q4: 4,238 shares; 2025Q1: 4,135 shares; 2025Q2: 4,130 shares; 2025Q3: 4,200 shares 4,200 $1.09M 0.28% +70 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,453 shares; 2025Q1: 18,038 shares; 2025Q2: 18,566 shares; 2025Q3: 19,285 shares 19,285 $1.09M 0.28% +719 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 11,985 shares; 2025Q1: 13,537 shares; 2025Q2: 13,581 shares; 2025Q3: 13,921 shares 13,921 $1.08M 0.28% +340 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,765 shares; 2025Q1: 24,560 shares; 2025Q2: 24,447 shares; 2025Q3: 22,873 shares 22,873 $1.08M 0.28% -1,574 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 10,117 shares; 2025Q1: 8,392 shares; 2025Q2: 9,834 shares; 2025Q3: 11,545 shares 11,545 $1.07M 0.28% +1,711 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,173 shares; 2025Q1: 20,725 shares; 2025Q2: 22,667 shares; 2025Q3: 24,097 shares 24,097 $1.05M 0.28% +1,430 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,511 shares; 2025Q1: 2,997 shares; 2025Q2: 2,637 shares; 2025Q3: 2,769 shares 2,769 $1.05M 0.27% +132 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,692 shares; 2024Q4: 20,430 shares; 2025Q1: 6,888 shares; 2025Q2: 8,902 shares; 2025Q3: 10,688 shares 10,688 $1.04M 0.27% +1,786 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,882 shares; 2024Q4: 60,724 shares; 2025Q1: 42,785 shares; 2025Q2: 44,194 shares; 2025Q3: 44,948 shares 44,948 $1.02M 0.27% +754 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: 5,273 shares; 2024Q4: 5,118 shares; 2025Q1: 5,554 shares; 2025Q2: 5,621 shares; 2025Q3: 5,928 shares 5,928 $1M 0.26% +307 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: 1,686 shares; 2024Q4: 2,060 shares; 2025Q1: 2,236 shares; 2025Q2: 2,270 shares; 2025Q3: 2,212 shares 2,212 $987K 0.26% -58 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,782 shares; 2025Q1: 11,161 shares; 2025Q2: 12,103 shares; 2025Q3: 12,871 shares 12,871 $972K 0.25% +768 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,848 shares; 2025Q2: 5,232 shares; 2025Q3: 5,702 shares 5,702 $958K 0.25% +470 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,475 shares; 2025Q1: 7,175 shares; 2025Q2: 7,555 shares; 2025Q3: 7,892 shares 7,892 $957K 0.25% +337 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: 21,344 shares; 2024Q4: 29,354 shares; 2025Q1: 30,082 shares; 2025Q2: 27,941 shares; 2025Q3: 24,724 shares 24,724 $946K 0.25% -3,217 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,183 shares; 2024Q4: 67,518 shares; 2025Q1: 72,848 shares; 2025Q2: 68,781 shares; 2025Q3: 68,569 shares 68,569 $933K 0.24% -212 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,896 shares; 2025Q1: 34,806 shares; 2025Q2: 36,332 shares; 2025Q3: 38,889 shares 38,889 $929K 0.24% +2,557 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: not reported; 2024Q4: 2,797 shares; 2025Q1: 3,256 shares; 2025Q2: 3,385 shares; 2025Q3: 3,617 shares 3,617 $922K 0.24% +232 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: 6,114 shares; 2024Q4: 3,298 shares; 2025Q1: 3,018 shares; 2025Q2: 2,999 shares; 2025Q3: 3,059 shares 3,059 $893K 0.23% +60 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,114 shares; 2025Q1: 4,566 shares; 2025Q2: 4,733 shares; 2025Q3: 4,769 shares 4,769 $887K 0.23% +36 Timeline EWT 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: not reported; 2024Q4: 6,426 shares; 2025Q1: 11,473 shares; 2025Q2: 12,375 shares; 2025Q3: 13,032 shares 13,032 $866K 0.23% +657 Timeline EWC 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: not reported; 2024Q4: 8,153 shares; 2025Q1: 14,831 shares; 2025Q2: 16,154 shares; 2025Q3: 17,007 shares 17,007 $865K 0.23% +853 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,036 shares; 2025Q1: 9,091 shares; 2025Q2: 9,982 shares; 2025Q3: 10,479 shares 10,479 $864K 0.23% +497 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: 2,011 shares; 2024Q4: 2,178 shares; 2025Q1: 2,642 shares; 2025Q2: 2,579 shares; 2025Q3: 2,790 shares 2,790 $843K 0.22% +211 Timeline INDA 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: 7,585 shares; 2025Q1: 13,226 shares; 2025Q2: 14,398 shares; 2025Q3: 15,423 shares 15,423 $841K 0.22% +1,025 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO 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: 39,313 shares; 2025Q1: 46,315 shares; 2025Q2: 43,190 shares; 2025Q3: 42,663 shares 42,663 $829K 0.22% -527 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,565 shares; 2025Q1: 13,851 shares; 2025Q2: 15,347 shares; 2025Q3: 17,388 shares 17,388 $828K 0.22% +2,041 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,240 shares; 2025Q1: 1,294 shares; 2025Q2: 1,583 shares; 2025Q3: 1,584 shares 1,584 $820K 0.21% +1 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,174 shares; 2024Q4: 11,205 shares; 2025Q1: 11,885 shares; 2025Q2: 12,447 shares; 2025Q3: 16,260 shares 16,260 $809K 0.21% +3,813 Timeline BLV 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: 4,024 shares; 2024Q4: 4,478 shares; 2025Q1: 4,896 shares; 2025Q2: 5,610 shares; 2025Q3: 11,157 shares 11,157 $806K 0.21% +5,547 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 838 shares; 2025Q1: 888 shares; 2025Q2: 785 shares; 2025Q3: 819 shares 819 $793K 0.21% +34 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: 2,861 shares; 2025Q2: 2,737 shares; 2025Q3: 2,716 shares 2,716 $793K 0.21% -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: 4,919 shares; 2024Q4: 5,282 shares; 2025Q1: 5,636 shares; 2025Q2: 6,089 shares; 2025Q3: 10,053 shares 10,053 $792K 0.21% +3,964 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,515 shares; 2025Q2: 8,889 shares; 2025Q3: 9,420 shares 9,420 $785K 0.2% +531 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,472 shares; 2025Q1: 25,039 shares; 2025Q2: 27,745 shares; 2025Q3: 25,599 shares 25,599 $777K 0.2% -2,146 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,637 shares; 2025Q1: 5,102 shares; 2025Q2: 4,877 shares; 2025Q3: 6,125 shares 6,125 $774K 0.2% +1,248 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,783 shares; 2024Q4: 81,479 shares; 2025Q1: 84,658 shares; 2025Q2: 61,417 shares; 2025Q3: 74,714 shares 74,714 $762K 0.2% +13,297 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: 5,321 shares; 2024Q4: 5,143 shares; 2025Q1: 4,472 shares; 2025Q2: 4,253 shares; 2025Q3: 4,078 shares 4,078 $760K 0.2% -175 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,286 shares; 2025Q1: 8,728 shares; 2025Q2: 8,915 shares; 2025Q3: 9,089 shares 9,089 $758K 0.2% +174 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 4,352 shares; 2025Q1: 4,645 shares; 2025Q2: 4,062 shares; 2025Q3: 3,993 shares 3,993 $756K 0.2% -69 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: 5,956 shares; 2024Q4: 5,844 shares; 2025Q1: 5,592 shares; 2025Q2: 5,545 shares; 2025Q3: 5,227 shares 5,227 $753K 0.2% -318 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,797 shares; 2025Q1: 14,817 shares; 2025Q2: 14,907 shares; 2025Q3: 15,081 shares 15,081 $728K 0.19% +174 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS 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: 12,280 shares; 2025Q1: 12,974 shares; 2025Q2: 12,560 shares; 2025Q3: 12,946 shares 12,946 $716K 0.19% +386 Timeline DON 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: 12,976 shares; 2024Q4: 15,945 shares; 2025Q1: 15,193 shares; 2025Q2: 15,396 shares; 2025Q3: 13,821 shares 13,821 $714K 0.19% -1,575 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 7,527 shares; 2025Q1: 7,001 shares; 2025Q2: 7,121 shares; 2025Q3: 6,781 shares 6,781 $700K 0.18% -340 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,844 shares; 2025Q1: 26,304 shares; 2025Q2: 26,037 shares; 2025Q3: 25,943 shares 25,943 $697K 0.18% -94 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,023 shares; 2025Q1: 3,536 shares; 2025Q2: 3,554 shares; 2025Q3: 3,590 shares 3,590 $697K 0.18% +36 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: 1,706 shares; 2024Q4: 2,101 shares; 2025Q1: 2,275 shares; 2025Q2: 1,943 shares; 2025Q3: 1,630 shares 1,630 $687K 0.18% -313 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 9,796 shares; 2025Q1: 9,796 shares; 2025Q2: 9,796 shares; 2025Q3: 9,982 shares 9,982 $678K 0.18% +186 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 955 shares; 2025Q1: 1,044 shares; 2025Q2: 1,086 shares; 2025Q3: 1,122 shares 1,122 $663K 0.17% +36 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: 7,257 shares; 2024Q4: 2,670 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares 2,188 $657K 0.17% 0 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,128 shares; 2025Q1: 30,243 shares; 2025Q2: 31,148 shares; 2025Q3: 31,988 shares 31,988 $640K 0.17% +840 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,663 shares; 2024Q4: 22,822 shares; 2025Q1: 23,073 shares; 2025Q2: 23,434 shares; 2025Q3: 24,427 shares 24,427 $635K 0.17% +993 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,532 shares; 2025Q1: 8,674 shares; 2025Q2: 8,821 shares; 2025Q3: 9,144 shares 9,144 $623K 0.16% +323 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,030 shares; 2025Q1: 40,910 shares; 2025Q2: 51,942 shares; 2025Q3: 57,739 shares 57,739 $616K 0.16% +5,797 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,236 shares; 2025Q1: 7,233 shares; 2025Q2: 7,430 shares; 2025Q3: 7,674 shares 7,674 $610K 0.16% +244 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 12,821 shares; 2025Q1: not reported; 2025Q2: 20,194 shares; 2025Q3: 22,698 shares 22,698 $603K 0.16% +2,504 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 5,827 shares; 2025Q1: 5,302 shares; 2025Q2: 5,305 shares; 2025Q3: 7,234 shares 7,234 $601K 0.16% +1,929 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,210 shares; 2025Q1: 15,758 shares; 2025Q2: 16,199 shares; 2025Q3: 16,933 shares 16,933 $590K 0.15% +734 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,863 shares; 2025Q1: 6,695 shares; 2025Q2: 6,614 shares; 2025Q3: 6,226 shares 6,226 $588K 0.15% -388 Timeline EWY 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: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares; 2025Q2: 6,075 shares; 2025Q3: 6,221 shares 6,221 $573K 0.15% +146 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 6,462 shares; 2025Q1: 6,937 shares; 2025Q2: 7,108 shares; 2025Q3: 7,415 shares 7,415 $566K 0.15% +307 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 981 shares; 2025Q3: 1,070 shares 1,070 $564K 0.15% +89 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,116 shares; 2025Q1: 5,503 shares; 2025Q2: 5,680 shares; 2025Q3: 5,920 shares 5,920 $556K 0.15% +240 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: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 10,654 shares; 2025Q2: 10,861 shares; 2025Q3: 10,881 shares 10,881 $549K 0.14% +20 Timeline AVES 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: 5,266 shares; 2024Q4: 7,039 shares; 2025Q1: 7,881 shares; 2025Q2: 8,018 shares; 2025Q3: 9,347 shares 9,347 $544K 0.14% +1,329 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,057 shares; 2025Q1: 1,993 shares; 2025Q2: 1,987 shares; 2025Q3: 1,846 shares 1,846 $544K 0.14% -141 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,166 shares; 2025Q1: 5,583 shares; 2025Q2: 6,384 shares; 2025Q3: 6,821 shares 6,821 $521K 0.14% +437 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,760 shares; 2025Q1: 10,168 shares; 2025Q2: 10,633 shares; 2025Q3: 11,280 shares 11,280 $515K 0.13% +647 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: 455 shares; 2025Q2: 634 shares; 2025Q3: 700 shares 700 $515K 0.13% +66 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,001 shares; 2025Q1: 25,018 shares; 2025Q2: 25,360 shares; 2025Q3: 26,402 shares 26,402 $515K 0.13% +1,042 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: 12,002 shares; 2024Q4: 7,484 shares; 2025Q1: 6,481 shares; 2025Q2: 5,925 shares; 2025Q3: 5,836 shares 5,836 $509K 0.13% -89 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS 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: 6,086 shares; 2025Q1: 7,234 shares; 2025Q2: 7,989 shares; 2025Q3: 8,468 shares 8,468 $506K 0.13% +479 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,908 shares; 2025Q1: 25,059 shares; 2025Q2: 25,475 shares; 2025Q3: 26,749 shares 26,749 $502K 0.13% +1,274 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,992 shares; 2025Q1: 2,289 shares; 2025Q2: 2,335 shares; 2025Q3: 2,469 shares 2,469 $500K 0.13% +134 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 6,683 shares; 2025Q1: 7,090 shares; 2025Q2: 7,372 shares; 2025Q3: 10,455 shares 10,455 $495K 0.13% +3,083 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: 1,823 shares; 2025Q3: 1,792 shares 1,792 $483K 0.13% -31 Timeline FLRN 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: 15,468 shares; 2024Q4: 15,468 shares; 2025Q1: 15,468 shares; 2025Q2: 15,468 shares; 2025Q3: 15,468 shares 15,468 $477K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,779 shares; 2025Q2: 5,794 shares; 2025Q3: 4,694 shares 4,694 $475K 0.12% -1,100 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,946 shares 36,946 $460K 0.12% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: 1,687 shares; 2025Q1: 2,040 shares; 2025Q2: 2,094 shares; 2025Q3: 2,274 shares 2,274 $457K 0.12% +180 Timeline EWW 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: not reported; 2024Q4: not reported; 2025Q1: 6,152 shares; 2025Q2: 6,672 shares; 2025Q3: 6,934 shares 6,934 $453K 0.12% +262 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: 11,998 shares; 2024Q4: 9,539 shares; 2025Q1: 8,670 shares; 2025Q2: 9,206 shares; 2025Q3: 7,209 shares 7,209 $438K 0.11% -1,997 Timeline SPLB 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: 27,529 shares; 2025Q2: 17,799 shares; 2025Q3: 17,819 shares 17,819 $419K 0.11% +20 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: 1,703 shares; 2024Q4: 1,893 shares; 2025Q1: 2,022 shares; 2025Q2: 2,014 shares; 2025Q3: 1,902 shares 1,902 $400K 0.1% -112 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: 12,599 shares; 2024Q4: 4,720 shares; 2025Q1: 3,574 shares; 2025Q2: 3,464 shares; 2025Q3: 3,442 shares 3,442 $397K 0.1% -22 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares 2,982 $392K 0.1% 0 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: not reported; 2024Q4: 1,084 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,087 shares 1,087 $385K 0.1% -1 Timeline QQQM 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: 941 shares; 2025Q1: 1,555 shares; 2025Q2: 1,427 shares; 2025Q3: 1,430 shares 1,430 $363K 0.09% +3 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: 2,694 shares; 2024Q4: 2,641 shares; 2025Q1: 2,535 shares; 2025Q2: 2,216 shares; 2025Q3: 2,204 shares 2,204 $343K 0.09% -12 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: 3,286 shares; 2024Q4: 5,286 shares; 2025Q1: 5,286 shares; 2025Q2: 4,538 shares; 2025Q3: 4,540 shares 4,540 $331K 0.09% +2 Timeline VDE 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: 14,019 shares; 2024Q4: 6,100 shares; 2025Q1: 2,819 shares; 2025Q2: 2,854 shares; 2025Q3: 2,659 shares 2,659 $331K 0.09% -195 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: 3,583 shares; 2024Q4: 3,524 shares; 2025Q1: 5,774 shares; 2025Q2: 3,570 shares; 2025Q3: 4,103 shares 4,103 $327K 0.09% +533 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: 2,022 shares; 2024Q4: 1,935 shares; 2025Q1: 1,972 shares; 2025Q2: 1,822 shares; 2025Q3: 1,732 shares 1,732 $326K 0.09% -90 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 3,611 shares; 2025Q1: 3,819 shares; 2025Q2: 4,027 shares; 2025Q3: 4,372 shares 4,372 $319K 0.08% +345 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: 809 shares; 2024Q4: 781 shares; 2025Q1: 762 shares; 2025Q2: 766 shares; 2025Q3: 767 shares 767 $316K 0.08% +1 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: not reported; 2024Q4: not reported; 2025Q1: 8,721 shares; 2025Q2: 676 shares; 2025Q3: 485 shares 485 $302K 0.08% -191 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,411 shares; 2025Q1: 3,363 shares; 2025Q2: 3,476 shares; 2025Q3: 3,037 shares 3,037 $266K 0.07% -439 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 4,845 shares; 2025Q1: 4,744 shares; 2025Q2: 3,010 shares; 2025Q3: 2,541 shares 2,541 $264K 0.07% -469 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,111 shares; 2025Q1: 9,111 shares; 2025Q2: 9,111 shares; 2025Q3: 9,111 shares 9,111 $263K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 444 shares 444 $260K 0.07% +14 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: 32,317 shares; 2024Q4: 4,163 shares; 2025Q1: 2,259 shares; 2025Q2: 2,085 shares; 2025Q3: 2,076 shares 2,076 $255K 0.07% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,494 shares; 2025Q3: 998 shares 998 $252K 0.07% -496 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,395 shares; 2025Q3: 1,153 shares 1,153 $247K 0.06% -242 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 3,642 shares; 2025Q1: 3,583 shares; 2025Q2: not reported; 2025Q3: 1,887 shares 1,887 $246K 0.06% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,462 shares 5,462 $245K 0.06% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 11,757 shares; 2025Q1: 11,129 shares; 2025Q2: 7,055 shares; 2025Q3: 7,425 shares 7,425 $245K 0.06% +370 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,033 shares; 2025Q3: 2,260 shares 2,260 $244K 0.06% +227 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares 1,369 $243K 0.06% 0 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; 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: 17,324 shares 17,324 $241K 0.06% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 319 shares 319 $235K 0.06% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,154 shares 1,154 $235K 0.06% new 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: 1,209 shares; 2024Q4: 1,227 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares 1,067 $231K 0.06% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 463 shares 463 $217K 0.06% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,252 shares; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,751 shares 1,751 $217K 0.06% +84 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 8,344 shares; 2025Q1: 8,188 shares; 2025Q2: 6,494 shares; 2025Q3: 4,886 shares 4,886 $214K 0.06% -1,608 Timeline TUR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,237 shares; 2025Q3: 6,199 shares 6,199 $211K 0.06% -38 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 708 shares 708 $206K 0.05% -241 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,138 shares; 2025Q3: 1,743 shares 1,743 $204K 0.05% -2,395 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: 15,245 shares; 2024Q4: 15,228 shares; 2025Q1: 13,390 shares; 2025Q2: 12,995 shares; 2025Q3: 13,003 shares 13,003 $180K 0.05% +8 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE 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: 16,003 shares 16,003 $152K 0.04% new Timeline