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: 382,216 shares; 2024Q4: 406,117 shares; 2025Q1: 394,933 shares; 2025Q2: 380,554 shares; 2025Q3: 379,364 shares 379,364 $254M 4.62% -1,190 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: 314,839 shares; 2024Q4: 317,775 shares; 2025Q1: 317,702 shares; 2025Q2: 487,253 shares; 2025Q3: 479,542 shares 479,542 $248M 4.52% -7,711 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: 742,360 shares; 2024Q4: 729,771 shares; 2025Q1: 728,021 shares; 2025Q2: 919,932 shares; 2025Q3: 877,511 shares 877,511 $223M 4.07% -42,421 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: 744,820 shares; 2024Q4: 787,094 shares; 2025Q1: 814,932 shares; 2025Q2: 880,706 shares; 2025Q3: 870,831 shares 870,831 $162M 2.96% -9,875 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: 218,682 shares; 2024Q4: 194,452 shares; 2025Q1: 191,734 shares; 2025Q2: 375,966 shares; 2025Q3: 360,362 shares 360,362 $114M 2.07% -15,604 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361,230 shares; 2024Q4: 1,346,244 shares; 2025Q1: 1,262,709 shares; 2025Q2: 1,234,811 shares; 2025Q3: 1,154,423 shares 1,154,423 $110M 2% -80,388 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: 432,870 shares; 2024Q4: 457,440 shares; 2025Q1: 462,089 shares; 2025Q2: 491,895 shares; 2025Q3: 493,409 shares 493,409 $108M 1.97% +1,514 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: 413,370 shares; 2024Q4: 417,886 shares; 2025Q1: 417,779 shares; 2025Q2: 419,441 shares; 2025Q3: 429,212 shares 429,212 $104M 1.9% +9,771 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: 276,324 shares; 2024Q4: 238,254 shares; 2025Q1: 238,990 shares; 2025Q2: 256,172 shares; 2025Q3: 255,458 shares 255,458 $84.3M 1.53% -714 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: 98,136 shares; 2024Q4: 100,053 shares; 2025Q1: 99,248 shares; 2025Q2: 112,149 shares; 2025Q3: 112,172 shares 112,172 $82.4M 1.5% +23 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: 83,065 shares; 2024Q4: 84,056 shares; 2025Q1: 82,352 shares; 2025Q2: 193,441 shares; 2025Q3: 188,845 shares 188,845 $76.5M 1.39% -4,596 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: 254,242 shares; 2024Q4: 262,611 shares; 2025Q1: 262,173 shares; 2025Q2: 623,444 shares; 2025Q3: 608,651 shares 608,651 $68.6M 1.25% -14,793 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: 662,183 shares; 2024Q4: 625,101 shares; 2025Q1: 720,580 shares; 2025Q2: 737,538 shares; 2025Q3: 720,941 shares 720,941 $67.3M 1.22% -16,597 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: 192,229 shares; 2024Q4: 194,610 shares; 2025Q1: 188,151 shares; 2025Q2: 185,873 shares; 2025Q3: 180,618 shares 180,618 $64.2M 1.17% -5,255 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: 56,017 shares; 2024Q4: 50,143 shares; 2025Q1: 49,350 shares; 2025Q2: 266,199 shares; 2025Q3: 262,585 shares 262,585 $60.8M 1.11% -3,614 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,280 shares; 2024Q4: 1,069,063 shares; 2025Q1: 1,069,500 shares; 2025Q2: 1,068,395 shares; 2025Q3: 925,314 shares 925,314 $57.9M 1.05% -143,081 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: 97,535 shares; 2024Q4: 97,030 shares; 2025Q1: 97,412 shares; 2025Q2: 383,291 shares; 2025Q3: 369,198 shares 369,198 $52M 0.95% -14,093 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: 549,319 shares; 2024Q4: 568,423 shares; 2025Q1: 685,682 shares; 2025Q2: 756,141 shares; 2025Q3: 752,695 shares 752,695 $49.1M 0.89% -3,446 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,986 shares; 2024Q4: 459,500 shares; 2025Q1: 696,189 shares; 2025Q2: 697,282 shares; 2025Q3: 667,426 shares 667,426 $45.1M 0.82% -29,856 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: 52,447 shares; 2024Q4: 53,853 shares; 2025Q1: 54,740 shares; 2025Q2: 256,928 shares; 2025Q3: 239,695 shares 239,695 $44.4M 0.81% -17,233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,077 shares; 2025Q3: 197,816 shares 197,816 $43.7M 0.79% -5,261 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: 402,392 shares; 2024Q4: 363,960 shares; 2025Q1: 450,647 shares; 2025Q2: 476,796 shares; 2025Q3: 497,974 shares 497,974 $43.5M 0.79% +21,178 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: 44,323 shares; 2024Q4: 41,849 shares; 2025Q1: 66,802 shares; 2025Q2: 154,989 shares; 2025Q3: 153,208 shares 153,208 $43.2M 0.79% -1,781 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: 92,718 shares; 2024Q4: 96,200 shares; 2025Q1: 95,627 shares; 2025Q2: 281,441 shares; 2025Q3: 276,189 shares 276,189 $42.9M 0.78% -5,252 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: 93,570 shares; 2024Q4: 94,394 shares; 2025Q1: 93,712 shares; 2025Q2: 125,164 shares; 2025Q3: 124,137 shares 124,137 $42.4M 0.77% -1,027 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,630 shares; 2024Q4: 39,359 shares; 2025Q1: 40,180 shares; 2025Q2: 41,171 shares; 2025Q3: 93,303 shares 93,303 $39.4M 0.72% +52,132 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: 33,407 shares; 2024Q4: 28,619 shares; 2025Q1: 29,097 shares; 2025Q2: 402,540 shares; 2025Q3: 399,754 shares 399,754 $38.1M 0.69% -2,786 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: 7,634 shares; 2024Q4: 8,456 shares; 2025Q1: 8,456 shares; 2025Q2: 111,645 shares; 2025Q3: 110,067 shares 110,067 $37.5M 0.68% -1,578 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: 10,745 shares; 2024Q4: 12,844 shares; 2025Q1: 12,854 shares; 2025Q2: 208,610 shares; 2025Q3: 204,002 shares 204,002 $37.5M 0.68% -4,608 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: 150,156 shares; 2024Q4: 154,459 shares; 2025Q1: 18,756 shares; 2025Q2: 369,857 shares; 2025Q3: 343,261 shares 343,261 $37.4M 0.68% -26,596 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: 83,956 shares; 2024Q4: 82,269 shares; 2025Q1: 91,835 shares; 2025Q2: 845,757 shares; 2025Q3: 850,379 shares 850,379 $37.4M 0.68% +4,622 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 11,770 shares; 2025Q1: 11,567 shares; 2025Q2: 189,391 shares; 2025Q3: 183,087 shares 183,087 $36.8M 0.67% -6,304 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: 2,424 shares; 2024Q4: 2,282 shares; 2025Q1: 2,404 shares; 2025Q2: 333,065 shares; 2025Q3: 322,191 shares 322,191 $36M 0.65% -10,874 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: 5,250 shares; 2024Q4: 5,343 shares; 2025Q1: 5,365 shares; 2025Q2: 119,262 shares; 2025Q3: 115,349 shares 115,349 $35.2M 0.64% -3,913 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,078 shares; 2025Q3: 298,253 shares 298,253 $34.2M 0.62% -6,825 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: 88,943 shares; 2024Q4: 89,203 shares; 2025Q1: 88,560 shares; 2025Q2: 666,048 shares; 2025Q3: 653,561 shares 653,561 $33.7M 0.61% -12,487 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,370 shares; 2024Q4: 58,637 shares; 2025Q1: 62,317 shares; 2025Q2: 51,961 shares; 2025Q3: 51,262 shares 51,262 $33.3M 0.61% -699 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: 28,836 shares; 2024Q4: 29,241 shares; 2025Q1: 29,315 shares; 2025Q2: 28,184 shares; 2025Q3: 27,766 shares 27,766 $33.3M 0.61% -418 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: 419 shares; 2025Q1: 348 shares; 2025Q2: 28,323 shares; 2025Q3: 27,358 shares 27,358 $31.9M 0.58% -965 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: 12,883 shares; 2024Q4: 17,424 shares; 2025Q1: 27,455 shares; 2025Q2: 278,431 shares; 2025Q3: 270,886 shares 270,886 $31M 0.56% -7,545 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: 108,979 shares; 2024Q4: 111,222 shares; 2025Q1: 100,380 shares; 2025Q2: 204,963 shares; 2025Q3: 200,305 shares 200,305 $30.8M 0.56% -4,658 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: 43,309 shares; 2024Q4: 47,100 shares; 2025Q1: 44,747 shares; 2025Q2: 475,409 shares; 2025Q3: 463,959 shares 463,959 $30.8M 0.56% -11,450 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: 74,320 shares; 2024Q4: 150,307 shares; 2025Q1: 151,250 shares; 2025Q2: 152,719 shares; 2025Q3: 150,884 shares 150,884 $30.7M 0.56% -1,835 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: 18,405 shares; 2024Q4: 17,236 shares; 2025Q1: 17,229 shares; 2025Q2: 221,700 shares; 2025Q3: 222,190 shares 222,190 $29.8M 0.54% +490 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: 225,997 shares; 2024Q4: 223,676 shares; 2025Q1: 222,704 shares; 2025Q2: 252,982 shares; 2025Q3: 248,495 shares 248,495 $29.5M 0.54% -4,487 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: 35,093 shares; 2024Q4: 37,752 shares; 2025Q1: 34,872 shares; 2025Q2: 44,976 shares; 2025Q3: 43,806 shares 43,806 $29.2M 0.53% -1,170 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: 4,782 shares; 2024Q4: 4,721 shares; 2025Q1: 5,110 shares; 2025Q2: 97,846 shares; 2025Q3: 95,986 shares 95,986 $29.2M 0.53% -1,860 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: 3,175 shares; 2024Q4: 6,572 shares; 2025Q1: 6,711 shares; 2025Q2: 124,775 shares; 2025Q3: 122,399 shares 122,399 $28.9M 0.53% -2,376 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: 15,297 shares; 2024Q4: 15,245 shares; 2025Q1: 15,031 shares; 2025Q2: 232,637 shares; 2025Q3: 226,971 shares 226,971 $28.8M 0.52% -5,666 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: 5,519 shares; 2024Q4: 5,672 shares; 2025Q1: 5,848 shares; 2025Q2: 104,694 shares; 2025Q3: 101,576 shares 101,576 $28.7M 0.52% -3,118 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601,499 shares; 2025Q3: 574,858 shares 574,858 $28.2M 0.51% -26,641 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: 23,680 shares; 2024Q4: 23,065 shares; 2025Q1: 25,244 shares; 2025Q2: 371,745 shares; 2025Q3: 364,522 shares 364,522 $27.5M 0.5% -7,223 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: 250,706 shares; 2024Q4: 287,500 shares; 2025Q1: 279,342 shares; 2025Q2: 289,290 shares; 2025Q3: 274,430 shares 274,430 $27.5M 0.5% -14,860 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,428 shares; 2024Q4: 212,714 shares; 2025Q1: 207,917 shares; 2025Q2: 148,066 shares; 2025Q3: 138,819 shares 138,819 $27.2M 0.49% -9,247 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: 4,169 shares; 2024Q4: 4,368 shares; 2025Q1: 4,436 shares; 2025Q2: 222,751 shares; 2025Q3: 218,737 shares 218,737 $27.1M 0.49% -4,014 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: 26,813 shares; 2024Q4: 18,517 shares; 2025Q1: 28,212 shares; 2025Q2: 290,167 shares; 2025Q3: 285,289 shares 285,289 $27M 0.49% -4,878 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: 8,413 shares; 2024Q4: 5,995 shares; 2025Q1: 6,203 shares; 2025Q2: 426,020 shares; 2025Q3: 424,537 shares 424,537 $26.5M 0.48% -1,483 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: 37,110 shares; 2024Q4: 35,308 shares; 2025Q1: 35,973 shares; 2025Q2: 327,036 shares; 2025Q3: 315,335 shares 315,335 $26.5M 0.48% -11,701 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,975 shares; 2024Q4: 75,671 shares; 2025Q1: 76,016 shares; 2025Q2: 99,464 shares; 2025Q3: 86,718 shares 86,718 $25.8M 0.47% -12,746 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: 77,695 shares; 2024Q4: 36,250 shares; 2025Q1: 27,371 shares; 2025Q2: 183,646 shares; 2025Q3: 180,640 shares 180,640 $25.4M 0.46% -3,006 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: 5,237 shares; 2024Q4: 5,208 shares; 2025Q1: 5,416 shares; 2025Q2: 44,420 shares; 2025Q3: 44,458 shares 44,458 $25.3M 0.46% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,178 shares; 2025Q3: 120,764 shares 120,764 $24.3M 0.44% +8,586 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,124 shares; 2025Q1: 2,128 shares; 2025Q2: 177,496 shares; 2025Q3: 173,837 shares 173,837 $24.2M 0.44% -3,659 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: 203,957 shares; 2024Q4: 154,127 shares; 2025Q1: 183,735 shares; 2025Q2: 226,869 shares; 2025Q3: 245,955 shares 245,955 $24.1M 0.44% +19,086 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: 91,962 shares; 2024Q4: 93,239 shares; 2025Q1: 93,218 shares; 2025Q2: 101,122 shares; 2025Q3: 100,019 shares 100,019 $23.9M 0.44% -1,103 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: 72,373 shares; 2024Q4: 73,013 shares; 2025Q1: 72,703 shares; 2025Q2: 72,424 shares; 2025Q3: 71,762 shares 71,762 $23.8M 0.43% -662 Timeline IGIB 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: 257,893 shares; 2024Q4: 256,142 shares; 2025Q1: 245,300 shares; 2025Q2: 452,856 shares; 2025Q3: 440,175 shares 440,175 $23.8M 0.43% -12,681 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: 119,148 shares; 2024Q4: 118,215 shares; 2025Q1: 113,963 shares; 2025Q2: 115,005 shares; 2025Q3: 115,351 shares 115,351 $23.6M 0.43% +346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,869 shares; 2025Q3: 260,095 shares 260,095 $23.3M 0.42% -4,774 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: 43,215 shares; 2025Q1: 48,938 shares; 2025Q2: 121,257 shares; 2025Q3: 121,456 shares 121,456 $23M 0.42% +199 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: 91,060 shares; 2024Q4: 94,659 shares; 2025Q1: 112,981 shares; 2025Q2: 144,379 shares; 2025Q3: 273,426 shares 273,426 $22.9M 0.42% +129,047 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: 46,700 shares; 2024Q4: 49,847 shares; 2025Q1: 50,928 shares; 2025Q2: 51,940 shares; 2025Q3: 51,503 shares 51,503 $22.9M 0.42% -437 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,224 shares; 2024Q4: 97,095 shares; 2025Q1: 102,722 shares; 2025Q2: 107,189 shares; 2025Q3: 105,309 shares 105,309 $22.6M 0.41% -1,880 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: 319,008 shares; 2024Q4: 322,115 shares; 2025Q1: 321,044 shares; 2025Q2: 331,413 shares; 2025Q3: 477,493 shares 477,493 $21.5M 0.39% +146,080 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,189 shares; 2025Q3: 37,364 shares 37,364 $21.1M 0.38% +175 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,113 shares; 2025Q3: 146,658 shares 146,658 $20.5M 0.37% -3,455 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: 131,564 shares; 2024Q4: 132,978 shares; 2025Q1: 132,457 shares; 2025Q2: 149,161 shares; 2025Q3: 141,484 shares 141,484 $20.5M 0.37% -7,677 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: 155,633 shares; 2024Q4: 172,960 shares; 2025Q1: 227,652 shares; 2025Q2: 235,644 shares; 2025Q3: 189,658 shares 189,658 $19.5M 0.36% -45,986 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: 8,964 shares; 2024Q4: 8,608 shares; 2025Q1: 9,010 shares; 2025Q2: 17,793 shares; 2025Q3: 64,188 shares 64,188 $19.3M 0.35% +46,395 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,826 shares; 2024Q4: 81,846 shares; 2025Q1: 98,882 shares; 2025Q2: 104,134 shares; 2025Q3: 93,351 shares 93,351 $19M 0.34% -10,783 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: 74,364 shares; 2024Q4: 75,035 shares; 2025Q1: 74,602 shares; 2025Q2: 75,602 shares; 2025Q3: 60,460 shares 60,460 $18.9M 0.34% -15,142 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: 2,374 shares; 2024Q4: 3,074 shares; 2025Q1: 2,959 shares; 2025Q2: 188,343 shares; 2025Q3: 225,524 shares 225,524 $18.8M 0.34% +37,181 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,065 shares; 2024Q4: 54,015 shares; 2025Q1: 54,125 shares; 2025Q2: 49,803 shares; 2025Q3: 41,977 shares 41,977 $18.8M 0.34% -7,826 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,826 shares; 2025Q1: 1,928 shares; 2025Q2: 30,223 shares; 2025Q3: 88,291 shares 88,291 $18.8M 0.34% +58,068 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,740 shares; 2025Q1: 21,344 shares; 2025Q2: 52,161 shares; 2025Q3: 53,997 shares 53,997 $18.7M 0.34% +1,836 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: 28,378 shares; 2024Q4: 29,218 shares; 2025Q1: 29,252 shares; 2025Q2: 31,936 shares; 2025Q3: 31,356 shares 31,356 $18.7M 0.34% -580 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: 2,955 shares; 2024Q4: 42,164 shares; 2025Q1: 70,426 shares; 2025Q2: 74,956 shares; 2025Q3: 78,106 shares 78,106 $18.4M 0.34% +3,150 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 120,811 shares; 2025Q1: 203,818 shares; 2025Q2: 235,895 shares; 2025Q3: 246,221 shares 246,221 $18.1M 0.33% +10,326 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283,192 shares; 2025Q3: 298,471 shares 298,471 $17.3M 0.31% +15,279 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114,169 shares 1,114,169 $17.1M 0.31% new 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: 5,936 shares; 2025Q1: 5,878 shares; 2025Q2: 6,648 shares; 2025Q3: 124,059 shares 124,059 $16.6M 0.3% +117,411 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: 41,691 shares; 2024Q4: 29,078 shares; 2025Q1: 28,913 shares; 2025Q2: 34,436 shares; 2025Q3: 21,220 shares 21,220 $16.2M 0.29% -13,216 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: 1,816 shares; 2025Q3: 22,310 shares 22,310 $16M 0.29% +20,494 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: 11,825 shares; 2024Q4: 11,638 shares; 2025Q1: 12,033 shares; 2025Q2: 31,643 shares; 2025Q3: 31,547 shares 31,547 $15.9M 0.29% -96 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,486 shares; 2025Q1: 2,783 shares; 2025Q2: 4,988 shares; 2025Q3: 16,993 shares 16,993 $15.6M 0.28% +12,005 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 80,231 shares; 2025Q1: 82,602 shares; 2025Q2: 85,596 shares; 2025Q3: 80,724 shares 80,724 $15.5M 0.28% -4,872 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,797 shares; 2025Q1: 293,755 shares; 2025Q2: 338,452 shares; 2025Q3: 390,596 shares 390,596 $13.9M 0.25% +52,144 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,826 shares; 2024Q4: 185,750 shares; 2025Q1: 131,828 shares; 2025Q2: 126,453 shares; 2025Q3: 122,933 shares 122,933 $13.4M 0.24% -3,520 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 7,778 shares; 2025Q1: 7,635 shares; 2025Q2: 67,106 shares; 2025Q3: 67,673 shares 67,673 $12.9M 0.23% +567 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: 12,547 shares; 2024Q4: 12,531 shares; 2025Q1: 12,606 shares; 2025Q2: 13,667 shares; 2025Q3: 13,780 shares 13,780 $12.8M 0.23% +113 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,079 shares; 2024Q4: 142,137 shares; 2025Q1: 169,868 shares; 2025Q2: 168,595 shares; 2025Q3: 167,058 shares 167,058 $12.7M 0.23% -1,537 Timeline CMBS 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: 219,110 shares; 2025Q2: 253,002 shares; 2025Q3: 256,960 shares 256,960 $12.6M 0.23% +3,958 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: 4,287 shares; 2024Q4: 47,130 shares; 2025Q1: 48,751 shares; 2025Q2: 56,796 shares; 2025Q3: 58,479 shares 58,479 $12.5M 0.23% +1,683 Timeline POST POST HLDGS INC More: the full row for POST 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: 3,025 shares; 2025Q2: 4,989 shares; 2025Q3: 113,789 shares 113,789 $12.2M 0.22% +108,800 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: 38,860 shares; 2024Q4: 42,683 shares; 2025Q1: 34,010 shares; 2025Q2: 44,148 shares; 2025Q3: 50,228 shares 50,228 $12.2M 0.22% +6,080 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,600 shares; 2024Q4: 58,001 shares; 2025Q1: 274,707 shares; 2025Q2: 469,041 shares; 2025Q3: 470,624 shares 470,624 $12.1M 0.22% +1,583 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,733 shares; 2024Q4: 48,473 shares; 2025Q1: 50,455 shares; 2025Q2: 292,296 shares; 2025Q3: 292,392 shares 292,392 $12.1M 0.22% +96 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: 22,040 shares; 2024Q4: 22,661 shares; 2025Q1: 25,066 shares; 2025Q2: 48,828 shares; 2025Q3: 48,784 shares 48,784 $11.9M 0.22% -44 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: 101,972 shares; 2024Q4: 104,577 shares; 2025Q1: 98,528 shares; 2025Q2: 101,214 shares; 2025Q3: 97,262 shares 97,262 $11.7M 0.21% -3,952 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: 118,213 shares; 2024Q4: 123,820 shares; 2025Q1: 122,026 shares; 2025Q2: 124,320 shares; 2025Q3: 122,112 shares 122,112 $11.6M 0.21% -2,208 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 26,615 shares; 2025Q1: 26,360 shares; 2025Q2: 62,389 shares; 2025Q3: 60,454 shares 60,454 $11.4M 0.21% -1,935 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: 11,439 shares; 2024Q4: 11,165 shares; 2025Q1: 10,788 shares; 2025Q2: 10,982 shares; 2025Q3: 122,619 shares 122,619 $11.2M 0.2% +111,637 Timeline PYLD 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: not reported; 2025Q2: 297,718 shares; 2025Q3: 403,858 shares 403,858 $10.8M 0.2% +106,140 Timeline IGF 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: 175,404 shares; 2024Q4: 175,119 shares; 2025Q1: 181,894 shares; 2025Q2: 169,226 shares; 2025Q3: 176,938 shares 176,938 $10.8M 0.2% +7,712 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: 12,730 shares; 2024Q4: 8,923 shares; 2025Q1: 8,609 shares; 2025Q2: 9,437 shares; 2025Q3: 143,010 shares 143,010 $10.8M 0.2% +133,573 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: 12,118 shares; 2024Q4: 15,584 shares; 2025Q1: 34,657 shares; 2025Q2: 130,431 shares; 2025Q3: 130,288 shares 130,288 $10.4M 0.19% -143 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: 9,612 shares; 2024Q4: 9,006 shares; 2025Q1: 9,483 shares; 2025Q2: 20,825 shares; 2025Q3: 61,303 shares 61,303 $10.3M 0.19% +40,478 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,420 shares; 2024Q4: 60,177 shares; 2025Q1: 68,193 shares; 2025Q2: 369,023 shares; 2025Q3: 358,752 shares 358,752 $10.1M 0.18% -10,271 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,477 shares; 2024Q4: 140,044 shares; 2025Q1: 151,111 shares; 2025Q2: 162,784 shares; 2025Q3: 220,009 shares 220,009 $10M 0.18% +57,225 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: not reported; 2024Q4: not reported; 2025Q1: 52,358 shares; 2025Q2: 56,355 shares; 2025Q3: 55,058 shares 55,058 $10M 0.18% -1,297 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: 12,349 shares; 2024Q4: 11,698 shares; 2025Q1: 11,645 shares; 2025Q2: 11,629 shares; 2025Q3: 79,222 shares 79,222 $9.8M 0.18% +67,593 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 8,817 shares; 2025Q1: 9,175 shares; 2025Q2: 68,889 shares; 2025Q3: 66,447 shares 66,447 $9.51M 0.17% -2,442 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 17,220 shares; 2025Q2: 552,464 shares; 2025Q3: 561,973 shares 561,973 $9.46M 0.17% +9,509 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: 44,282 shares; 2024Q4: 46,827 shares; 2025Q1: 44,268 shares; 2025Q2: 46,368 shares; 2025Q3: 44,973 shares 44,973 $9.16M 0.17% -1,395 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 2,516 shares; 2025Q2: 26,841 shares; 2025Q3: 28,428 shares 28,428 $9.15M 0.17% +1,587 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: 43,286 shares; 2024Q4: 45,530 shares; 2025Q1: 46,273 shares; 2025Q2: 50,399 shares; 2025Q3: 47,809 shares 47,809 $9.07M 0.16% -2,590 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: 4,478 shares; 2024Q4: 5,202 shares; 2025Q1: 6,995 shares; 2025Q2: 11,070 shares; 2025Q3: 11,339 shares 11,339 $9.03M 0.16% +269 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: 25,613 shares; 2024Q4: 25,814 shares; 2025Q1: 26,138 shares; 2025Q2: 31,257 shares; 2025Q3: 31,201 shares 31,201 $8.77M 0.16% -56 Timeline HIMU 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: not reported; 2025Q1: 174,723 shares; 2025Q2: 176,981 shares; 2025Q3: 177,920 shares 177,920 $8.75M 0.16% +939 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: 41,468 shares; 2024Q4: 39,239 shares; 2025Q1: 39,871 shares; 2025Q2: 39,130 shares; 2025Q3: 39,174 shares 39,174 $8.51M 0.15% +44 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,848 shares; 2025Q3: 11,337 shares 11,337 $8.46M 0.15% -511 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: 6,846 shares; 2024Q4: 6,940 shares; 2025Q1: 4,877 shares; 2025Q2: 7,827 shares; 2025Q3: 7,788 shares 7,788 $8.4M 0.15% -39 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: 54,410 shares; 2024Q4: 42,684 shares; 2025Q1: 46,474 shares; 2025Q2: 49,464 shares; 2025Q3: 48,760 shares 48,760 $8.3M 0.15% -704 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,204 shares; 2024Q4: 415,271 shares; 2025Q1: 438,771 shares; 2025Q2: 189,252 shares; 2025Q3: 183,054 shares 183,054 $8.15M 0.15% -6,198 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,517 shares; 2025Q1: 156,466 shares; 2025Q2: 57,413 shares; 2025Q3: 54,331 shares 54,331 $7.92M 0.14% -3,082 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: 56,489 shares; 2024Q4: 49,096 shares; 2025Q1: 48,497 shares; 2025Q2: 49,296 shares; 2025Q3: 15,770 shares 15,770 $7.87M 0.14% -33,526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320,220 shares 320,220 $7.86M 0.14% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,339 shares; 2025Q3: 59,161 shares 59,161 $7.76M 0.14% -2,178 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: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,471 shares; 2025Q2: 22,934 shares; 2025Q3: 22,934 shares 22,934 $7.53M 0.14% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 6,804 shares; 2025Q1: 6,483 shares; 2025Q2: 26,912 shares; 2025Q3: 26,491 shares 26,491 $7.4M 0.13% -421 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: not reported; 2025Q2: 71,777 shares; 2025Q3: 70,239 shares 70,239 $7.34M 0.13% -1,538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,846 shares; 2025Q3: 46,936 shares 46,936 $7.24M 0.13% -1,910 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,199 shares; 2025Q1: 3,278 shares; 2025Q2: 37,352 shares; 2025Q3: 41,523 shares 41,523 $7.18M 0.13% +4,171 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: 6,246 shares; 2024Q4: 5,653 shares; 2025Q1: 4,074 shares; 2025Q2: 50,803 shares; 2025Q3: 51,480 shares 51,480 $7.16M 0.13% +677 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: 34,222 shares; 2024Q4: 33,222 shares; 2025Q1: 33,634 shares; 2025Q2: 136,541 shares; 2025Q3: 129,336 shares 129,336 $6.86M 0.12% -7,205 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: 33,735 shares; 2024Q4: 35,467 shares; 2025Q1: 35,263 shares; 2025Q2: 38,821 shares; 2025Q3: 38,729 shares 38,729 $6.85M 0.12% -92 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 4,178 shares; 2025Q1: 4,255 shares; 2025Q2: 4,993 shares; 2025Q3: 49,114 shares 49,114 $6.78M 0.12% +44,121 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: 8,847 shares; 2024Q4: 8,847 shares; 2025Q1: 8,847 shares; 2025Q2: 26,802 shares; 2025Q3: 26,254 shares 26,254 $6.29M 0.11% -548 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: 58,792 shares; 2024Q4: 63,955 shares; 2025Q1: 63,051 shares; 2025Q2: 74,324 shares; 2025Q3: 81,534 shares 81,534 $6.06M 0.11% +7,210 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: 247,215 shares; 2024Q4: 264,239 shares; 2025Q1: 80,193 shares; 2025Q2: 92,909 shares; 2025Q3: 90,572 shares 90,572 $5.97M 0.11% -2,337 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255,257 shares; 2025Q3: 273,683 shares 273,683 $5.81M 0.11% +18,426 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: 117,296 shares; 2024Q4: 79,003 shares; 2025Q1: 122,761 shares; 2025Q2: 144,864 shares; 2025Q3: 108,292 shares 108,292 $5.78M 0.11% -36,572 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: 60,830 shares; 2024Q4: 65,105 shares; 2025Q1: 82,607 shares; 2025Q2: 87,703 shares; 2025Q3: 86,764 shares 86,764 $5.73M 0.1% -939 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,496 shares; 2024Q4: 16,241 shares; 2025Q1: 19,259 shares; 2025Q2: 17,743 shares; 2025Q3: 16,549 shares 16,549 $5.71M 0.1% -1,194 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,710 shares; 2025Q3: 219,327 shares 219,327 $5.62M 0.1% +15,617 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: 132,397 shares; 2024Q4: 131,969 shares; 2025Q1: 69,812 shares; 2025Q2: 104,436 shares; 2025Q3: 103,184 shares 103,184 $5.59M 0.1% -1,252 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: 84,534 shares; 2024Q4: 83,300 shares; 2025Q1: 85,704 shares; 2025Q2: 85,704 shares; 2025Q3: 85,971 shares 85,971 $5.59M 0.1% +267 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: 13,914 shares; 2024Q4: 13,910 shares; 2025Q1: 14,032 shares; 2025Q2: 25,617 shares; 2025Q3: 26,529 shares 26,529 $5.58M 0.1% +912 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: 10,584 shares; 2024Q4: 10,504 shares; 2025Q1: 9,155 shares; 2025Q2: 9,413 shares; 2025Q3: 9,281 shares 9,281 $5.57M 0.1% -132 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,048 shares; 2024Q4: 17,757 shares; 2025Q1: 17,749 shares; 2025Q2: 17,706 shares; 2025Q3: 17,706 shares 17,706 $5.49M 0.1% 0 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: 37,039 shares; 2024Q4: 45,924 shares; 2025Q1: 21,747 shares; 2025Q2: 47,108 shares; 2025Q3: 60,033 shares 60,033 $5.49M 0.1% +12,925 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,315 shares; 2024Q4: 83,663 shares; 2025Q1: 85,828 shares; 2025Q2: 110,668 shares; 2025Q3: 111,072 shares 111,072 $5.45M 0.1% +404 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,825 shares; 2024Q4: 15,837 shares; 2025Q1: 15,456 shares; 2025Q2: 22,005 shares; 2025Q3: 21,932 shares 21,932 $5.42M 0.1% -73 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: 9,473 shares; 2024Q4: 8,595 shares; 2025Q1: 7,496 shares; 2025Q2: 16,855 shares; 2025Q3: 15,644 shares 15,644 $5.4M 0.1% -1,211 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: 362 shares; 2024Q4: 455 shares; 2025Q1: 480 shares; 2025Q2: 1,002 shares; 2025Q3: 992 shares 992 $5.36M 0.1% -10 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: 2,371 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 54,207 shares; 2025Q3: 54,774 shares 54,774 $5.29M 0.1% +567 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: 9,939 shares; 2024Q4: 9,670 shares; 2025Q1: 9,576 shares; 2025Q2: 8,806 shares; 2025Q3: 8,633 shares 8,633 $5.26M 0.1% -173 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,942 shares; 2025Q3: 198,726 shares 198,726 $5.21M 0.09% +15,784 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,820 shares; 2024Q4: 48,304 shares; 2025Q1: 50,206 shares; 2025Q2: 10,965 shares; 2025Q3: 10,036 shares 10,036 $5.16M 0.09% -929 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206,974 shares; 2025Q3: 218,234 shares 218,234 $5.12M 0.09% +11,260 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,918 shares; 2025Q3: 229,680 shares 229,680 $5.09M 0.09% +16,762 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: 4,838 shares; 2024Q4: 4,957 shares; 2025Q1: 5,142 shares; 2025Q2: 18,055 shares; 2025Q3: 19,989 shares 19,989 $5.02M 0.09% +1,934 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,956 shares; 2024Q4: 75,931 shares; 2025Q1: 79,280 shares; 2025Q2: 80,999 shares; 2025Q3: 80,999 shares 80,999 $5.02M 0.09% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,216 shares; 2024Q4: 118,613 shares; 2025Q1: 118,759 shares; 2025Q2: 117,227 shares; 2025Q3: 84,518 shares 84,518 $4.97M 0.09% -32,709 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,476 shares; 2025Q3: 194,235 shares 194,235 $4.96M 0.09% +11,759 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: 12,847 shares; 2024Q4: 13,180 shares; 2025Q1: 14,320 shares; 2025Q2: 11,094 shares; 2025Q3: 10,773 shares 10,773 $4.93M 0.09% -321 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: 139,918 shares; 2024Q4: 114,667 shares; 2025Q1: 152,313 shares; 2025Q2: 1,000,587 shares; 2025Q3: 186,069 shares 186,069 $4.74M 0.09% -814,518 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: 1,733 shares; 2024Q4: 1,706 shares; 2025Q1: 1,724 shares; 2025Q2: 4,982 shares; 2025Q3: 4,959 shares 4,959 $4.73M 0.09% -23 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: 80,734 shares; 2024Q4: 71,204 shares; 2025Q1: 67,473 shares; 2025Q2: 70,501 shares; 2025Q3: 68,252 shares 68,252 $4.67M 0.08% -2,249 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: 4,258 shares; 2024Q4: 4,704 shares; 2025Q1: 4,378 shares; 2025Q2: 10,867 shares; 2025Q3: 9,955 shares 9,955 $4.66M 0.08% -912 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: 48,038 shares; 2024Q4: 19,905 shares; 2025Q1: 17,627 shares; 2025Q2: 17,393 shares; 2025Q3: 19,523 shares 19,523 $4.6M 0.08% +2,130 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,034 shares; 2025Q3: 187,616 shares 187,616 $4.56M 0.08% +9,582 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,933 shares; 2025Q3: 183,386 shares 183,386 $4.46M 0.08% +8,453 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: 3,005 shares; 2024Q4: 3,371 shares; 2025Q1: 4,065 shares; 2025Q2: 7,376 shares; 2025Q3: 7,280 shares 7,280 $4.46M 0.08% -96 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: 3,841 shares; 2024Q4: 6,998 shares; 2025Q1: 5,956 shares; 2025Q2: 12,430 shares; 2025Q3: 12,186 shares 12,186 $4.45M 0.08% -244 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: 50,172 shares; 2024Q4: 48,268 shares; 2025Q1: 47,634 shares; 2025Q2: 48,541 shares; 2025Q3: 39,910 shares 39,910 $4.43M 0.08% -8,631 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: not reported; 2025Q1: not reported; 2025Q2: 34,917 shares; 2025Q3: 33,656 shares 33,656 $4.37M 0.08% -1,261 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,192 shares; 2025Q1: 1,836 shares; 2025Q2: 16,409 shares; 2025Q3: 17,574 shares 17,574 $4.32M 0.08% +1,165 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: 15,653 shares; 2024Q4: 15,747 shares; 2025Q1: 16,483 shares; 2025Q2: 25,529 shares; 2025Q3: 25,742 shares 25,742 $4.31M 0.08% +213 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: 29,115 shares; 2024Q4: 29,825 shares; 2025Q1: 28,699 shares; 2025Q2: 28,989 shares; 2025Q3: 29,384 shares 29,384 $4.18M 0.08% +395 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: 7,732 shares; 2024Q4: 7,736 shares; 2025Q1: 7,637 shares; 2025Q2: 17,735 shares; 2025Q3: 17,622 shares 17,622 $4.14M 0.08% -113 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,408 shares; 2025Q3: 154,593 shares 154,593 $4.09M 0.07% +25,185 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,819 shares; 2024Q4: 206,035 shares; 2025Q1: 209,923 shares; 2025Q2: 217,409 shares; 2025Q3: 219,530 shares 219,530 $4.09M 0.07% +2,121 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: 10,807 shares; 2024Q4: 12,067 shares; 2025Q1: 12,398 shares; 2025Q2: 19,500 shares; 2025Q3: 17,217 shares 17,217 $4.08M 0.07% -2,283 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: 33,938 shares; 2024Q4: 36,104 shares; 2025Q1: 34,650 shares; 2025Q2: 37,078 shares; 2025Q3: 42,611 shares 42,611 $4.06M 0.07% +5,533 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: 5,428 shares; 2024Q4: 5,202 shares; 2025Q1: 4,575 shares; 2025Q2: 51,304 shares; 2025Q3: 51,060 shares 51,060 $4M 0.07% -244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,043 shares; 2025Q3: 45,274 shares 45,274 $3.95M 0.07% -2,769 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,670 shares; 2025Q3: 156,116 shares 156,116 $3.93M 0.07% -1,554 SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,829 shares; 2024Q4: 48,672 shares; 2025Q1: 47,425 shares; 2025Q2: 49,261 shares; 2025Q3: 50,902 shares 50,902 $3.91M 0.07% +1,641 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 3,092 shares; 2025Q1: 3,671 shares; 2025Q2: 10,627 shares; 2025Q3: 10,695 shares 10,695 $3.9M 0.07% +68 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,018 shares; 2024Q4: 35,798 shares; 2025Q1: 22,526 shares; 2025Q2: 19,603 shares; 2025Q3: 18,854 shares 18,854 $3.89M 0.07% -749 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,793 shares; 2025Q2: 22,270 shares; 2025Q3: 22,436 shares 22,436 $3.87M 0.07% +166 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: 18,767 shares; 2024Q4: 19,376 shares; 2025Q1: 3,079 shares; 2025Q2: 5,738 shares; 2025Q3: 5,657 shares 5,657 $3.86M 0.07% -81 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 33,968 shares; 2025Q1: 35,242 shares; 2025Q2: 42,953 shares; 2025Q3: 41,549 shares 41,549 $3.84M 0.07% -1,404 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: 4,756 shares; 2024Q4: 1,170 shares; 2025Q1: 966 shares; 2025Q2: 893 shares; 2025Q3: 880 shares 880 $3.78M 0.07% -13 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,299 shares; 2024Q4: 51,949 shares; 2025Q1: 51,265 shares; 2025Q2: 52,695 shares; 2025Q3: 52,797 shares 52,797 $3.75M 0.07% +102 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: 20,301 shares; 2024Q4: 19,923 shares; 2025Q1: 19,685 shares; 2025Q2: 19,623 shares; 2025Q3: 19,443 shares 19,443 $3.75M 0.07% -180 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,299 shares; 2025Q1: 29,186 shares; 2025Q2: 24,115 shares; 2025Q3: 63,999 shares 63,999 $3.67M 0.07% +39,884 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: 13,508 shares; 2024Q4: 13,500 shares; 2025Q1: 13,288 shares; 2025Q2: 12,931 shares; 2025Q3: 12,947 shares 12,947 $3.62M 0.07% +16 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: 7,495 shares; 2024Q4: 4,045 shares; 2025Q1: 4,157 shares; 2025Q2: 15,991 shares; 2025Q3: 16,720 shares 16,720 $3.61M 0.07% +729 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,088 shares; 2024Q4: 59,547 shares; 2025Q1: 60,096 shares; 2025Q2: 62,332 shares; 2025Q3: 62,643 shares 62,643 $3.6M 0.07% +311 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,562 shares; 2024Q4: 48,945 shares; 2025Q1: 48,759 shares; 2025Q2: 43,055 shares; 2025Q3: 42,759 shares 42,759 $3.6M 0.07% -296 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: 9,307 shares; 2024Q4: 9,739 shares; 2025Q1: 10,094 shares; 2025Q2: 12,108 shares; 2025Q3: 12,108 shares 12,108 $3.55M 0.06% 0 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: 5,544 shares; 2024Q4: 5,341 shares; 2025Q1: 6,024 shares; 2025Q2: 32,972 shares; 2025Q3: 34,744 shares 34,744 $3.53M 0.06% +1,772 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: 102,227 shares; 2024Q4: 102,271 shares; 2025Q1: 102,279 shares; 2025Q2: 124,905 shares; 2025Q3: 123,735 shares 123,735 $3.49M 0.06% -1,170 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: 40,268 shares; 2024Q4: 65,789 shares; 2025Q1: 37,730 shares; 2025Q2: 36,735 shares; 2025Q3: 32,787 shares 32,787 $3.49M 0.06% -3,948 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: 94,907 shares; 2024Q4: 94,131 shares; 2025Q1: 94,779 shares; 2025Q2: 143,881 shares; 2025Q3: 96,839 shares 96,839 $3.44M 0.06% -47,042 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,848 shares; 2025Q3: 56,778 shares 56,778 $3.4M 0.06% -1,070 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: 43,343 shares; 2024Q4: 42,022 shares; 2025Q1: 40,946 shares; 2025Q2: 41,274 shares; 2025Q3: 41,199 shares 41,199 $3.39M 0.06% -75 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: 68,708 shares; 2024Q4: 68,690 shares; 2025Q1: 67,879 shares; 2025Q2: 65,765 shares; 2025Q3: 64,744 shares 64,744 $3.39M 0.06% -1,021 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 7,708 shares; 2025Q1: 6,613 shares; 2025Q2: 8,131 shares; 2025Q3: 8,070 shares 8,070 $3.38M 0.06% -61 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 17,058 shares; 2025Q1: 27,016 shares; 2025Q2: 31,414 shares; 2025Q3: 23,708 shares 23,708 $3.35M 0.06% -7,706 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,449 shares; 2025Q1: 7,471 shares; 2025Q2: 7,451 shares; 2025Q3: 10,166 shares 10,166 $3.34M 0.06% +2,715 Timeline SHM 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: 72,579 shares; 2024Q4: 73,969 shares; 2025Q1: 72,969 shares; 2025Q2: 65,237 shares; 2025Q3: 69,076 shares 69,076 $3.33M 0.06% +3,839 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,477 shares; 2024Q4: 45,039 shares; 2025Q1: 45,701 shares; 2025Q2: 54,140 shares; 2025Q3: 55,706 shares 55,706 $3.31M 0.06% +1,566 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,106 shares; 2024Q4: 32,197 shares; 2025Q1: 40,763 shares; 2025Q2: 41,838 shares; 2025Q3: 41,760 shares 41,760 $3.25M 0.06% -78 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: 13,410 shares; 2025Q2: 15,267 shares; 2025Q3: 15,111 shares 15,111 $3.24M 0.06% -156 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: 16,299 shares; 2024Q4: 16,354 shares; 2025Q1: 13,562 shares; 2025Q2: 17,958 shares; 2025Q3: 19,828 shares 19,828 $3.21M 0.06% +1,870 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,098 shares; 2024Q4: 48,918 shares; 2025Q1: 49,998 shares; 2025Q2: 50,832 shares; 2025Q3: 11,027 shares 11,027 $3.18M 0.06% -39,805 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,449 shares; 2024Q4: 120,782 shares; 2025Q1: 108,486 shares; 2025Q2: 86,276 shares; 2025Q3: 87,739 shares 87,739 $3.11M 0.06% +1,463 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,496 shares; 2025Q2: 7,467 shares; 2025Q3: 29,835 shares 29,835 $3.11M 0.06% +22,368 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,483 shares; 2024Q4: 60,273 shares; 2025Q1: 59,773 shares; 2025Q2: 59,773 shares; 2025Q3: 61,823 shares 61,823 $3.1M 0.06% +2,050 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,182 shares; 2024Q4: 90,629 shares; 2025Q1: 89,633 shares; 2025Q2: 95,080 shares; 2025Q3: 96,495 shares 96,495 $3.09M 0.06% +1,415 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: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 2,404 shares; 2025Q2: 2,596 shares; 2025Q3: 7,410 shares 7,410 $3.07M 0.06% +4,814 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,847 shares; 2025Q3: 123,969 shares 123,969 $3.07M 0.06% +30,122 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: 16,816 shares; 2024Q4: 16,628 shares; 2025Q1: 16,065 shares; 2025Q2: 16,284 shares; 2025Q3: 22,635 shares 22,635 $3.02M 0.05% +6,351 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,494 shares; 2024Q4: 81,223 shares; 2025Q1: 82,438 shares; 2025Q2: 87,538 shares; 2025Q3: 87,575 shares 87,575 $2.96M 0.05% +37 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,425 shares; 2025Q1: 107,466 shares; 2025Q2: 128,532 shares; 2025Q3: 129,153 shares 129,153 $2.96M 0.05% +621 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,129 shares; 2025Q1: 2,514 shares; 2025Q2: 2,382 shares; 2025Q3: 1,964 shares 1,964 $2.94M 0.05% -418 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,280 shares; 2024Q4: 59,570 shares; 2025Q1: 63,951 shares; 2025Q2: 25,002 shares; 2025Q3: 62,440 shares 62,440 $2.93M 0.05% +37,438 Timeline COMT 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: 19,580 shares; 2024Q4: 17,350 shares; 2025Q1: 134,741 shares; 2025Q2: 47,013 shares; 2025Q3: 109,058 shares 109,058 $2.93M 0.05% +62,045 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 15,978 shares; 2025Q1: 16,327 shares; 2025Q2: 16,396 shares; 2025Q3: 16,373 shares 16,373 $2.93M 0.05% -23 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: not reported; 2024Q4: not reported; 2025Q1: 19,090 shares; 2025Q2: 20,129 shares; 2025Q3: 20,399 shares 20,399 $2.89M 0.05% +270 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: 1,909 shares; 2024Q4: 1,863 shares; 2025Q1: 1,789 shares; 2025Q2: 26,512 shares; 2025Q3: 26,415 shares 26,415 $2.85M 0.05% -97 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: 385,986 shares; 2024Q4: 539,345 shares; 2025Q1: 335,872 shares; 2025Q2: 355,181 shares; 2025Q3: 210,460 shares 210,460 $2.83M 0.05% -144,721 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: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,651 shares; 2025Q2: 5,884 shares; 2025Q3: 5,861 shares 5,861 $2.81M 0.05% -23 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: 16,371 shares; 2024Q4: 16,274 shares; 2025Q1: 16,013 shares; 2025Q2: 16,295 shares; 2025Q3: 16,283 shares 16,283 $2.78M 0.05% -12 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,945 shares; 2025Q1: 10,004 shares; 2025Q2: 9,944 shares; 2025Q3: 27,358 shares 27,358 $2.77M 0.05% +17,414 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: 7,631 shares; 2024Q4: 7,359 shares; 2025Q1: 7,317 shares; 2025Q2: 86,443 shares; 2025Q3: 11,104 shares 11,104 $2.74M 0.05% -75,339 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 3,007 shares; 2025Q1: 3,065 shares; 2025Q2: 3,538 shares; 2025Q3: 3,526 shares 3,526 $2.72M 0.05% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,375 shares; 2025Q3: 14,484 shares 14,484 $2.72M 0.05% +109 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 29,239 shares; 2025Q1: 44,662 shares; 2025Q2: 59,835 shares; 2025Q3: 60,150 shares 60,150 $2.7M 0.05% +315 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,741 shares; 2024Q4: 20,379 shares; 2025Q1: 8,450 shares; 2025Q2: 35,369 shares; 2025Q3: 34,653 shares 34,653 $2.69M 0.05% -716 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 4,519 shares; 2025Q2: 7,459 shares; 2025Q3: 10,958 shares 10,958 $2.69M 0.05% +3,499 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: 30,965 shares; 2024Q4: 31,856 shares; 2025Q1: 34,402 shares; 2025Q2: 21,976 shares; 2025Q3: 15,982 shares 15,982 $2.66M 0.05% -5,994 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 7,027 shares; 2025Q1: 6,933 shares; 2025Q2: 8,719 shares; 2025Q3: 8,796 shares 8,796 $2.64M 0.05% +77 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,258 shares; 2024Q4: 40,859 shares; 2025Q1: 40,163 shares; 2025Q2: 42,435 shares; 2025Q3: 43,455 shares 43,455 $2.63M 0.05% +1,020 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: 4,327 shares; 2024Q4: 4,227 shares; 2025Q1: 4,336 shares; 2025Q2: 42,527 shares; 2025Q3: 43,707 shares 43,707 $2.61M 0.05% +1,180 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: 18,569 shares; 2024Q4: 17,094 shares; 2025Q1: 17,832 shares; 2025Q2: 17,890 shares; 2025Q3: 17,798 shares 17,798 $2.6M 0.05% -92 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,080 shares; 2025Q1: 1,985 shares; 2025Q2: 6,905 shares; 2025Q3: 7,997 shares 7,997 $2.58M 0.05% +1,092 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: 4,466 shares; 2024Q4: 5,157 shares; 2025Q1: 6,725 shares; 2025Q2: 7,856 shares; 2025Q3: 7,632 shares 7,632 $2.58M 0.05% -224 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,957 shares; 2024Q4: 65,395 shares; 2025Q1: 74,175 shares; 2025Q2: 72,194 shares; 2025Q3: 70,070 shares 70,070 $2.56M 0.05% -2,124 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: 5,356 shares; 2024Q4: 5,386 shares; 2025Q1: 5,463 shares; 2025Q2: 5,349 shares; 2025Q3: 5,262 shares 5,262 $2.55M 0.05% -87 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: 79,332 shares; 2024Q4: 104,222 shares; 2025Q1: 105,305 shares; 2025Q2: 109,981 shares; 2025Q3: 15,472 shares 15,472 $2.51M 0.05% -94,509 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: 17,355 shares; 2024Q4: 17,689 shares; 2025Q1: 17,223 shares; 2025Q2: 17,784 shares; 2025Q3: 16,102 shares 16,102 $2.5M 0.05% -1,682 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: 20,031 shares; 2024Q4: 20,132 shares; 2025Q1: 4,285 shares; 2025Q2: 2,776 shares; 2025Q3: 2,585 shares 2,585 $2.46M 0.04% -191 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,167 shares; 2024Q4: 67,899 shares; 2025Q1: 73,023 shares; 2025Q2: 20,448 shares; 2025Q3: 19,041 shares 19,041 $2.46M 0.04% -1,407 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,744 shares; 2025Q1: 6,958 shares; 2025Q2: 7,070 shares; 2025Q3: 7,077 shares 7,077 $2.44M 0.04% +7 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: 11,140 shares; 2025Q1: 10,212 shares; 2025Q2: 10,310 shares; 2025Q3: 7,165 shares 7,165 $2.42M 0.04% -3,145 Timeline GAL 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: 35,801 shares; 2024Q4: 41,754 shares; 2025Q1: 44,707 shares; 2025Q2: 48,459 shares; 2025Q3: 48,459 shares 48,459 $2.38M 0.04% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,757 shares; 2025Q3: 56,740 shares 56,740 $2.37M 0.04% -1,017 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: 57,438 shares; 2024Q4: 56,142 shares; 2025Q1: 53,791 shares; 2025Q2: 53,791 shares; 2025Q3: 49,988 shares 49,988 $2.35M 0.04% -3,803 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: 10,239 shares; 2024Q4: 11,425 shares; 2025Q1: 11,334 shares; 2025Q2: 12,014 shares; 2025Q3: 11,844 shares 11,844 $2.34M 0.04% -170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,667 shares; 2025Q3: 7,311 shares 7,311 $2.32M 0.04% +644 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 2,810 shares 2,810 $2.32M 0.04% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,568 shares; 2025Q3: 25,869 shares 25,869 $2.31M 0.04% +301 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: 4,676 shares; 2024Q4: 4,685 shares; 2025Q1: 4,451 shares; 2025Q2: 11,643 shares; 2025Q3: 11,953 shares 11,953 $2.24M 0.04% +310 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,461 shares; 2024Q4: 43,085 shares; 2025Q1: 101,376 shares; 2025Q2: 108,965 shares; 2025Q3: 114,366 shares 114,366 $2.22M 0.04% +5,401 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 5,963 shares; 2025Q1: 5,971 shares; 2025Q2: 6,404 shares; 2025Q3: 6,399 shares 6,399 $2.22M 0.04% -5 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: 80,447 shares; 2024Q4: 81,765 shares; 2025Q1: 64,648 shares; 2025Q2: 64,760 shares; 2025Q3: 65,909 shares 65,909 $2.2M 0.04% +1,149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,714 shares; 2025Q3: 17,053 shares 17,053 $2.2M 0.04% +1,339 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: 833 shares; 2025Q1: 3,338 shares; 2025Q2: 3,179 shares; 2025Q3: 3,144 shares 3,144 $2.19M 0.04% -35 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: 39,601 shares; 2024Q4: 41,014 shares; 2025Q1: 23,326 shares; 2025Q2: 44,312 shares; 2025Q3: 26,585 shares 26,585 $2.19M 0.04% -17,727 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 2,596 shares; 2025Q3: 2,622 shares 2,622 $2.17M 0.04% +26 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: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 3,169 shares; 2025Q2: 5,755 shares; 2025Q3: 5,738 shares 5,738 $2.15M 0.04% -17 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,855 shares; 2025Q3: 22,855 shares 22,855 $2.14M 0.04% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,474 shares; 2024Q4: 24,474 shares; 2025Q1: 25,202 shares; 2025Q2: 25,197 shares; 2025Q3: 25,197 shares 25,197 $2.13M 0.04% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 1,169 shares; 2025Q3: 1,164 shares 1,164 $2.08M 0.04% -5 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: 15,774 shares; 2024Q4: 20,149 shares; 2025Q1: 21,874 shares; 2025Q2: 17,946 shares; 2025Q3: 25,439 shares 25,439 $2.07M 0.04% +7,493 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,195 shares; 2024Q4: 25,368 shares; 2025Q1: 26,472 shares; 2025Q2: 27,418 shares; 2025Q3: 27,703 shares 27,703 $2.06M 0.04% +285 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 4,123 shares; 2025Q1: 14,288 shares; 2025Q2: 20,843 shares; 2025Q3: 21,197 shares 21,197 $2.05M 0.04% +354 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: 2,617 shares; 2024Q4: 2,660 shares; 2025Q1: 2,747 shares; 2025Q2: 2,771 shares; 2025Q3: 4,102 shares 4,102 $2.05M 0.04% +1,331 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 23,286 shares; 2025Q1: 24,189 shares; 2025Q2: 24,183 shares; 2025Q3: 24,148 shares 24,148 $2.02M 0.04% -35 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,826 shares; 2025Q1: 2,838 shares; 2025Q2: 8,240 shares; 2025Q3: 7,745 shares 7,745 $2.02M 0.04% -495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,384 shares; 2025Q3: 28,247 shares 28,247 $2.02M 0.04% -137 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,479 shares; 2024Q4: 18,165 shares; 2025Q1: 13,041 shares; 2025Q2: 7,215 shares; 2025Q3: 7,171 shares 7,171 $2.01M 0.04% -44 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,548 shares; 2025Q1: 8,223 shares; 2025Q2: 12,539 shares; 2025Q3: 23,228 shares 23,228 $2.01M 0.04% +10,689 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,243 shares 24,243 $2M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 3,133 shares 3,133 $2M 0.04% +240 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,697 shares; 2024Q4: 16,941 shares; 2025Q1: 17,657 shares; 2025Q2: 17,889 shares; 2025Q3: 17,868 shares 17,868 $2M 0.04% -21 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: 22,023 shares; 2024Q4: 17,871 shares; 2025Q1: 17,687 shares; 2025Q2: 17,933 shares; 2025Q3: 18,490 shares 18,490 $1.99M 0.04% +557 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,623 shares; 2024Q4: 962,735 shares; 2025Q1: 253,127 shares; 2025Q2: 201,649 shares; 2025Q3: 199,513 shares 199,513 $1.98M 0.04% -2,136 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 2,939 shares; 2025Q1: 2,754 shares; 2025Q2: 2,620 shares; 2025Q3: 2,514 shares 2,514 $1.97M 0.04% -106 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 11,325 shares; 2025Q1: 11,706 shares; 2025Q2: 11,868 shares; 2025Q3: 11,847 shares 11,847 $1.97M 0.04% -21 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 5,744 shares; 2025Q1: 5,593 shares; 2025Q2: 5,751 shares; 2025Q3: 4,292 shares 4,292 $1.96M 0.04% -1,459 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: 26,945 shares; 2024Q4: 26,442 shares; 2025Q1: 26,166 shares; 2025Q2: 16,305 shares; 2025Q3: 16,120 shares 16,120 $1.95M 0.04% -185 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,498 shares; 2024Q4: 31,157 shares; 2025Q1: 29,149 shares; 2025Q2: 28,420 shares; 2025Q3: 23,415 shares 23,415 $1.95M 0.04% -5,005 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,288 shares; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,513 shares 8,513 $1.94M 0.04% +436 Timeline VGIT 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: 60,300 shares; 2024Q4: 59,800 shares; 2025Q1: 60,142 shares; 2025Q2: 57,073 shares; 2025Q3: 32,083 shares 32,083 $1.93M 0.04% -24,990 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 9,655 shares; 2025Q1: 9,849 shares; 2025Q2: 33,874 shares; 2025Q3: 33,858 shares 33,858 $1.93M 0.04% -16 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 1,460 shares; 2025Q2: 9,953 shares; 2025Q3: 9,958 shares 9,958 $1.91M 0.03% +5 Timeline EMLC 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: 60,761 shares; 2024Q4: 86,877 shares; 2025Q1: 25,944 shares; 2025Q2: 109,141 shares; 2025Q3: 74,624 shares 74,624 $1.9M 0.03% -34,517 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: 4,111 shares; 2024Q4: 5,130 shares; 2025Q1: 5,501 shares; 2025Q2: 6,070 shares; 2025Q3: 4,447 shares 4,447 $1.9M 0.03% -1,623 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,852 shares; 2025Q3: 19,761 shares 19,761 $1.89M 0.03% +5,909 Timeline FMDE 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: 50,750 shares; 2024Q4: 50,750 shares; 2025Q1: 50,750 shares; 2025Q2: 50,750 shares; 2025Q3: 50,750 shares 50,750 $1.83M 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,149 shares; 2025Q1: 5,206 shares; 2025Q2: 5,202 shares; 2025Q3: 5,194 shares 5,194 $1.82M 0.03% -8 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 62,159 shares; 2025Q3: 52,433 shares 52,433 $1.82M 0.03% -9,726 Timeline LII LENNOX INTL INC More: the full row for LENNOX 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: 1,597 shares; 2025Q3: 3,423 shares 3,423 $1.81M 0.03% +1,826 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,027 shares 9,027 $1.81M 0.03% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,956 shares; 2025Q1: 18,876 shares; 2025Q2: 29,411 shares; 2025Q3: 43,021 shares 43,021 $1.8M 0.03% +13,610 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,263 shares; 2024Q4: 9,286 shares; 2025Q1: 8,066 shares; 2025Q2: 7,091 shares; 2025Q3: 7,064 shares 7,064 $1.79M 0.03% -27 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: 6,323 shares; 2024Q4: 6,323 shares; 2025Q1: 6,323 shares; 2025Q2: 6,449 shares; 2025Q3: 6,550 shares 6,550 $1.77M 0.03% +101 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 7,217 shares; 2025Q1: 18,134 shares; 2025Q2: 31,420 shares; 2025Q3: 30,652 shares 30,652 $1.75M 0.03% -768 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 27,664 shares; 2025Q2: 47,041 shares; 2025Q3: 46,993 shares 46,993 $1.73M 0.03% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,299 shares 6,299 $1.73M 0.03% new 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: 8,716 shares; 2024Q4: 5,137 shares; 2025Q1: 2,100 shares; 2025Q2: 8,029 shares; 2025Q3: 4,888 shares 4,888 $1.72M 0.03% -3,141 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,513 shares; 2024Q4: 53,851 shares; 2025Q1: 53,594 shares; 2025Q2: 64,859 shares; 2025Q3: 37,554 shares 37,554 $1.72M 0.03% -27,305 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,588 shares; 2024Q4: 52,925 shares; 2025Q1: 56,636 shares; 2025Q2: 12,456 shares; 2025Q3: 10,157 shares 10,157 $1.7M 0.03% -2,299 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: 16,671 shares; 2024Q4: 17,271 shares; 2025Q1: 17,575 shares; 2025Q2: 12,402 shares; 2025Q3: 12,364 shares 12,364 $1.68M 0.03% -38 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: 65,843 shares; 2024Q4: 65,705 shares; 2025Q1: 62,284 shares; 2025Q2: 70,415 shares; 2025Q3: 63,483 shares 63,483 $1.67M 0.03% -6,932 Timeline LQD 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: 8,950 shares; 2024Q4: 12,038 shares; 2025Q1: 13,495 shares; 2025Q2: 17,496 shares; 2025Q3: 15,008 shares 15,008 $1.67M 0.03% -2,488 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: 13,660 shares; 2024Q4: 13,220 shares; 2025Q1: 12,988 shares; 2025Q2: 13,971 shares; 2025Q3: 14,643 shares 14,643 $1.66M 0.03% +672 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: not reported; 2025Q2: 21,204 shares; 2025Q3: 21,081 shares 21,081 $1.66M 0.03% -123 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 43,351 shares; 2025Q2: 60,824 shares; 2025Q3: 62,061 shares 62,061 $1.65M 0.03% +1,237 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,776 shares; 2024Q4: 26,749 shares; 2025Q1: 27,840 shares; 2025Q2: 28,284 shares; 2025Q3: 28,230 shares 28,230 $1.64M 0.03% -54 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,960 shares; 2024Q4: 19,041 shares; 2025Q1: 19,783 shares; 2025Q2: 20,131 shares; 2025Q3: 19,956 shares 19,956 $1.63M 0.03% -175 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: 33,168 shares; 2024Q4: 89,688 shares; 2025Q1: 91,104 shares; 2025Q2: 102,046 shares; 2025Q3: 80,250 shares 80,250 $1.63M 0.03% -21,796 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,541 shares; 2025Q1: 23,780 shares; 2025Q2: 38,140 shares; 2025Q3: 38,304 shares 38,304 $1.62M 0.03% +164 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,885 shares; 2024Q4: 14,442 shares; 2025Q1: 14,686 shares; 2025Q2: 14,899 shares; 2025Q3: 11,421 shares 11,421 $1.62M 0.03% -3,478 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,537 shares; 2025Q1: 3,761 shares; 2025Q2: 6,790 shares; 2025Q3: 4,750 shares 4,750 $1.61M 0.03% -2,040 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,592 shares; 2025Q2: 10,572 shares; 2025Q3: 10,375 shares 10,375 $1.61M 0.03% -197 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 11,255 shares; 2025Q1: 11,835 shares; 2025Q2: 12,339 shares; 2025Q3: 12,377 shares 12,377 $1.59M 0.03% +38 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,568 shares; 2025Q3: 27,889 shares 27,889 $1.58M 0.03% +1,321 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 54,373 shares 54,373 $1.54M 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,123 shares; 2025Q1: 2,194 shares; 2025Q2: 2,609 shares; 2025Q3: 2,497 shares 2,497 $1.54M 0.03% -112 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares 5,940 $1.52M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.03% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,838 shares; 2024Q4: 43,324 shares; 2025Q1: 45,617 shares; 2025Q2: 23,446 shares; 2025Q3: 39,091 shares 39,091 $1.5M 0.03% +15,645 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: 4,398 shares; 2024Q4: 7,123 shares; 2025Q1: 7,587 shares; 2025Q2: 9,455 shares; 2025Q3: 9,406 shares 9,406 $1.5M 0.03% -49 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: 21,203 shares; 2024Q4: 20,464 shares; 2025Q1: 9,039 shares; 2025Q2: 9,624 shares; 2025Q3: 9,286 shares 9,286 $1.46M 0.03% -338 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: 2,613 shares; 2024Q4: 2,568 shares; 2025Q1: 2,789 shares; 2025Q2: 3,249 shares; 2025Q3: 3,050 shares 3,050 $1.46M 0.03% -199 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,899 shares; 2024Q4: 49,380 shares; 2025Q1: 51,226 shares; 2025Q2: 49,302 shares; 2025Q3: 49,148 shares 49,148 $1.45M 0.03% -154 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: 46,042 shares; 2024Q4: 66,109 shares; 2025Q1: 21,096 shares; 2025Q2: 11,486 shares; 2025Q3: 68,459 shares 68,459 $1.43M 0.03% +56,973 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,926 shares; 2025Q3: 16,865 shares 16,865 $1.43M 0.03% +5,939 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,208 shares; 2024Q4: 21,684 shares; 2025Q1: 21,930 shares; 2025Q2: 22,267 shares; 2025Q3: 22,068 shares 22,068 $1.4M 0.03% -199 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,682 shares; 2025Q1: 14,858 shares; 2025Q2: 11,566 shares; 2025Q3: 11,447 shares 11,447 $1.4M 0.03% -119 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 19,293 shares; 2025Q1: 19,984 shares; 2025Q2: 20,246 shares; 2025Q3: 20,284 shares 20,284 $1.39M 0.03% +38 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 85,199 shares; 2025Q1: 83,172 shares; 2025Q2: 84,590 shares; 2025Q3: 86,210 shares 86,210 $1.37M 0.03% +1,620 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: 2,457 shares; 2024Q4: 2,731 shares; 2025Q1: 2,933 shares; 2025Q2: 3,486 shares; 2025Q3: 2,891 shares 2,891 $1.37M 0.02% -595 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: 6,839 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,836 shares; 2025Q3: 6,825 shares 6,825 $1.35M 0.02% -11 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,289 shares; 2025Q1: 4,443 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares 4,517 $1.35M 0.02% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,749 shares; 2024Q4: 63,404 shares; 2025Q1: 59,455 shares; 2025Q2: 14,877 shares; 2025Q3: 13,259 shares 13,259 $1.34M 0.02% -1,618 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: 10,650 shares; 2024Q4: 10,747 shares; 2025Q1: 11,009 shares; 2025Q2: 16,896 shares; 2025Q3: 17,195 shares 17,195 $1.32M 0.02% +299 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,193 shares; 2024Q4: 13,326 shares; 2025Q1: 14,261 shares; 2025Q2: 14,123 shares; 2025Q3: 13,843 shares 13,843 $1.31M 0.02% -280 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: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,529 shares; 2025Q2: 4,566 shares; 2025Q3: 4,530 shares 4,530 $1.31M 0.02% -36 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,917 shares; 2024Q4: 22,212 shares; 2025Q1: 22,933 shares; 2025Q2: 23,219 shares; 2025Q3: 23,170 shares 23,170 $1.31M 0.02% -49 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,766 shares; 2024Q4: 34,926 shares; 2025Q1: 47,480 shares; 2025Q2: 49,301 shares; 2025Q3: 50,157 shares 50,157 $1.31M 0.02% +856 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: 14,812 shares; 2024Q4: 17,337 shares; 2025Q1: 20,915 shares; 2025Q2: 31,380 shares; 2025Q3: 33,232 shares 33,232 $1.3M 0.02% +1,852 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: 4,368 shares; 2024Q4: 3,541 shares; 2025Q1: 3,944 shares; 2025Q2: 5,279 shares; 2025Q3: 4,515 shares 4,515 $1.3M 0.02% -764 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,453 shares; 2025Q1: 20,852 shares; 2025Q2: 56,327 shares; 2025Q3: 30,071 shares 30,071 $1.29M 0.02% -26,256 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,072 shares; 2025Q3: 19,104 shares 19,104 $1.29M 0.02% +32 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,968 shares; 2025Q1: 9,564 shares; 2025Q2: 10,083 shares; 2025Q3: 10,132 shares 10,132 $1.29M 0.02% +49 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: 1,627 shares; 2024Q4: 1,719 shares; 2025Q1: 1,723 shares; 2025Q2: 10,782 shares; 2025Q3: 11,338 shares 11,338 $1.27M 0.02% +556 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: 5,251 shares; 2024Q4: 5,249 shares; 2025Q1: 5,281 shares; 2025Q2: 9,686 shares; 2025Q3: 9,676 shares 9,676 $1.27M 0.02% -10 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND 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: 217,347 shares; 2025Q3: 217,347 shares 217,347 $1.26M 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,616 shares; 2024Q4: 51,688 shares; 2025Q1: 43,295 shares; 2025Q2: 43,037 shares; 2025Q3: 43,815 shares 43,815 $1.26M 0.02% +778 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 25,807 shares 25,807 $1.25M 0.02% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,596 shares; 2025Q1: 14,649 shares; 2025Q2: 9,434 shares; 2025Q3: 9,359 shares 9,359 $1.24M 0.02% -75 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,394 shares; 2024Q4: 8,874 shares; 2025Q1: 3,410 shares; 2025Q2: 2,464 shares; 2025Q3: 2,510 shares 2,510 $1.24M 0.02% +46 Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 14,516 shares; 2025Q1: 14,799 shares; 2025Q2: 14,780 shares; 2025Q3: 14,001 shares 14,001 $1.24M 0.02% -779 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: 3,499 shares; 2025Q2: 5,736 shares; 2025Q3: 5,785 shares 5,785 $1.22M 0.02% +49 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,439 shares; 2024Q4: 35,550 shares; 2025Q1: not reported; 2025Q2: 31,867 shares; 2025Q3: 25,558 shares 25,558 $1.22M 0.02% -6,309 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,129 shares; 2025Q3: 5,382 shares 5,382 $1.21M 0.02% -747 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: 2,691 shares; 2024Q4: 2,656 shares; 2025Q1: 2,639 shares; 2025Q2: 2,589 shares; 2025Q3: 2,589 shares 2,589 $1.2M 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,176 shares; 2025Q1: 10,319 shares; 2025Q2: 10,310 shares; 2025Q3: 10,654 shares 10,654 $1.2M 0.02% +344 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: 4,526 shares; 2024Q4: 5,331 shares; 2025Q1: 5,441 shares; 2025Q2: 5,921 shares; 2025Q3: 5,818 shares 5,818 $1.19M 0.02% -103 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: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,306 shares; 2025Q2: 12,440 shares; 2025Q3: 13,165 shares 13,165 $1.18M 0.02% +725 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,208 shares; 2024Q4: 23,102 shares; 2025Q1: 24,445 shares; 2025Q2: 25,348 shares; 2025Q3: 25,415 shares 25,415 $1.18M 0.02% +67 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: not reported; 2025Q1: 7,121 shares; 2025Q2: 10,380 shares; 2025Q3: 10,387 shares 10,387 $1.17M 0.02% +7 Timeline DVYE 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: 39,155 shares; 2024Q4: 42,073 shares; 2025Q1: 42,683 shares; 2025Q2: 42,568 shares; 2025Q3: 39,335 shares 39,335 $1.17M 0.02% -3,233 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,015 shares; 2024Q4: 14,261 shares; 2025Q1: 14,745 shares; 2025Q2: 15,549 shares; 2025Q3: 16,079 shares 16,079 $1.16M 0.02% +530 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,973 shares; 2025Q3: 29,923 shares 29,923 $1.15M 0.02% +1,950 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: 3,837 shares; 2025Q3: 4,717 shares 4,717 $1.14M 0.02% +880 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,778 shares; 2024Q4: 13,237 shares; 2025Q1: 12,823 shares; 2025Q2: 11,451 shares; 2025Q3: 9,650 shares 9,650 $1.11M 0.02% -1,801 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721 shares; 2024Q4: 5,781 shares; 2025Q1: 5,890 shares; 2025Q2: 5,881 shares; 2025Q3: 5,873 shares 5,873 $1.11M 0.02% -8 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,647 shares; 2024Q4: 13,957 shares; 2025Q1: 13,450 shares; 2025Q2: 14,893 shares; 2025Q3: 10,523 shares 10,523 $1.09M 0.02% -4,370 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 7,723 shares; 2025Q1: 8,230 shares; 2025Q2: 8,604 shares; 2025Q3: 8,555 shares 8,555 $1.08M 0.02% -49 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,803 shares; 2025Q1: 6,017 shares; 2025Q2: 18,686 shares; 2025Q3: 18,757 shares 18,757 $1.08M 0.02% +71 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: 50,145 shares; 2024Q4: 11,570 shares; 2025Q1: 7,523 shares; 2025Q2: 7,056 shares; 2025Q3: 6,613 shares 6,613 $1.07M 0.02% -443 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,197 shares; 2025Q3: 65,243 shares 65,243 $1.06M 0.02% -13,954 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,325 shares; 2024Q4: 15,908 shares; 2025Q1: 17,179 shares; 2025Q2: 17,318 shares; 2025Q3: 17,579 shares 17,579 $1.05M 0.02% +261 MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,371 shares; 2024Q4: 33,304 shares; 2025Q1: 35,665 shares; 2025Q2: 36,876 shares; 2025Q3: 36,857 shares 36,857 $1.05M 0.02% -19 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,577 shares; 2025Q3: 12,429 shares 12,429 $1.04M 0.02% -13,148 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,213 shares; 2025Q1: 7,612 shares; 2025Q2: 8,383 shares; 2025Q3: 8,330 shares 8,330 $1.04M 0.02% -53 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,816 shares; 2025Q1: 33,492 shares; 2025Q2: 46,095 shares; 2025Q3: 46,096 shares 46,096 $1.04M 0.02% +1 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: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares 3,507 $1.03M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,952 shares; 2025Q3: 10,896 shares 10,896 $1.03M 0.02% -56 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,020 shares; 2024Q4: 23,516 shares; 2025Q1: 23,255 shares; 2025Q2: 23,372 shares; 2025Q3: 24,488 shares 24,488 $1.02M 0.02% +1,116 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,421 shares; 2024Q4: 12,149 shares; 2025Q1: 10,297 shares; 2025Q2: 9,589 shares; 2025Q3: 4,308 shares 4,308 $1M 0.02% -5,281 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: not reported; 2024Q4: 13,957 shares; 2025Q1: 16,159 shares; 2025Q2: 3,144 shares; 2025Q3: 1,085 shares 1,085 $999K 0.02% -2,059 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 18,366 shares; 2025Q1: 19,102 shares; 2025Q2: 19,419 shares; 2025Q3: 19,409 shares 19,409 $995K 0.02% -10 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: not reported; 2025Q1: not reported; 2025Q2: 31,108 shares; 2025Q3: 31,108 shares 31,108 $993K 0.02% 0 Timeline BWX 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: 33,477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,330 shares; 2025Q3: 43,070 shares 43,070 $991K 0.02% -32,260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,998 shares; 2025Q3: 4,958 shares 4,958 $983K 0.02% -40 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 6,854 shares; 2025Q1: 7,148 shares; 2025Q2: 8,035 shares; 2025Q3: 8,031 shares 8,031 $981K 0.02% -4 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: 11,202 shares; 2025Q1: 11,446 shares; 2025Q2: 11,547 shares; 2025Q3: 11,511 shares 11,511 $974K 0.02% -36 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 17,433 shares; 2025Q3: 12,560 shares 12,560 $972K 0.02% -4,873 Timeline ORANY ORANGE SPONSORED ADR More: the full row for ORANGE SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,672 shares; 2024Q4: 57,423 shares; 2025Q1: 64,135 shares; 2025Q2: 64,382 shares; 2025Q3: 59,655 shares 59,655 $968K 0.02% -4,727 Timeline MTUAY MTU Aero Engines Holdings AG U More: the full row for MTU Aero Engines Holdings AG U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,578 shares; 2025Q1: 3,984 shares; 2025Q2: 4,159 shares; 2025Q3: 4,208 shares 4,208 $968K 0.02% +49 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 2,127 shares; 2025Q2: 5,488 shares; 2025Q3: 5,527 shares 5,527 $961K 0.02% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,879 shares; 2025Q3: 22,424 shares 22,424 $960K 0.02% -455 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: 27,742 shares; 2025Q3: 27,740 shares 27,740 $956K 0.02% -2 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 54,408 shares; 2025Q1: 8,052 shares; 2025Q2: 3,027 shares; 2025Q3: 8,077 shares 8,077 $956K 0.02% +5,050 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,669 shares; 2025Q3: 9,972 shares 9,972 $947K 0.02% -1,697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,293 shares; 2025Q3: 14,112 shares 14,112 $946K 0.02% +819 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,516 shares; 2024Q4: 49,065 shares; 2025Q1: 49,334 shares; 2025Q2: 49,720 shares; 2025Q3: 49,382 shares 49,382 $940K 0.02% -338 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,333 shares; 2024Q4: 31,353 shares; 2025Q1: 34,543 shares; 2025Q2: 27,288 shares; 2025Q3: 27,288 shares 27,288 $918K 0.02% 0 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 22,268 shares; 2025Q1: 23,579 shares; 2025Q2: 30,115 shares; 2025Q3: 30,236 shares 30,236 $917K 0.02% +121 Timeline HTHIY HITACHI LTD ADR (10COM)NEW More: the full row for HITACHI LTD ADR (10COM)NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,115 shares; 2024Q4: 16,850 shares; 2025Q1: 33,298 shares; 2025Q2: 33,596 shares; 2025Q3: 34,389 shares 34,389 $904K 0.02% +793 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,095 shares 5,095 $904K 0.02% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,541 shares; 2025Q1: 7,835 shares; 2025Q2: 7,921 shares; 2025Q3: 7,940 shares 7,940 $901K 0.02% +19 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: 77,530 shares; 2024Q4: 52,440 shares; 2025Q1: 29,229 shares; 2025Q2: 29,955 shares; 2025Q3: 28,479 shares 28,479 $895K 0.02% -1,476 Timeline ENLAY Enel Societa Per Azioni Unspon More: the full row for Enel Societa Per Azioni Unspon Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,308 shares; 2024Q4: 80,009 shares; 2025Q1: 83,388 shares; 2025Q2: 92,331 shares; 2025Q3: 93,715 shares 93,715 $887K 0.02% +1,384 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,115 shares; 2025Q1: 6,494 shares; 2025Q2: 7,651 shares; 2025Q3: 7,587 shares 7,587 $880K 0.02% -64 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,633 shares; 2024Q4: 30,041 shares; 2025Q1: 30,155 shares; 2025Q2: 28,692 shares; 2025Q3: 28,613 shares 28,613 $868K 0.02% -79 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,195 shares; 2024Q4: 194,280 shares; 2025Q1: 206,318 shares; 2025Q2: 56,970 shares; 2025Q3: 28,683 shares 28,683 $867K 0.02% -28,287 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL 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: 15,277 shares; 2025Q2: 25,407 shares; 2025Q3: 25,712 shares 25,712 $865K 0.02% +305 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: 8,580 shares; 2024Q4: 11,039 shares; 2025Q1: 11,840 shares; 2025Q2: 15,381 shares; 2025Q3: 12,004 shares 12,004 $859K 0.02% -3,377 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: 11,018 shares; 2024Q4: 11,018 shares; 2025Q1: 11,018 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares 11,787 $858K 0.02% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 15,646 shares; 2025Q1: 15,738 shares; 2025Q2: 13,720 shares; 2025Q3: 7,310 shares 7,310 $856K 0.02% -6,410 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: 3,513 shares; 2024Q4: 3,353 shares; 2025Q1: 3,223 shares; 2025Q2: 6,099 shares; 2025Q3: 5,873 shares 5,873 $855K 0.02% -226 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: 6,785 shares; 2024Q4: 6,775 shares; 2025Q1: 3,856 shares; 2025Q2: 2,246 shares; 2025Q3: 1,982 shares 1,982 $853K 0.02% -264 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: 12,143 shares; 2024Q4: 14,098 shares; 2025Q1: 13,798 shares; 2025Q2: 32,489 shares; 2025Q3: 27,029 shares 27,029 $845K 0.02% -5,460 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,971 shares; 2024Q4: 12,279 shares; 2025Q1: 14,104 shares; 2025Q2: 14,164 shares; 2025Q3: 14,394 shares 14,394 $843K 0.02% +230 Timeline VPU 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: 4,064 shares; 2024Q4: 4,464 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,442 shares 4,442 $841K 0.02% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,587 shares; 2025Q3: 13,784 shares 13,784 $838K 0.02% -6,803 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 10,096 shares; 2025Q1: 8,513 shares; 2025Q2: 3,545 shares; 2025Q3: 3,222 shares 3,222 $836K 0.02% -323 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,559 shares; 2024Q4: 13,972 shares; 2025Q1: 14,018 shares; 2025Q2: 14,056 shares; 2025Q3: 13,974 shares 13,974 $835K 0.02% -82 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,459 shares; 2025Q1: 22,605 shares; 2025Q2: 31,396 shares; 2025Q3: 31,493 shares 31,493 $829K 0.02% +97 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: 13,250 shares; 2024Q4: 13,249 shares; 2025Q1: 12,832 shares; 2025Q2: 12,228 shares; 2025Q3: 12,226 shares 12,226 $818K 0.01% -2 Timeline MIELY MITSUBISHI ELECTRIC-UNSP ADR More: the full row for MITSUBISHI ELECTRIC-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 10,555 shares; 2025Q1: 14,755 shares; 2025Q2: 15,835 shares; 2025Q3: 15,917 shares 15,917 $816K 0.01% +82 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,563 shares 4,563 $816K 0.01% new Timeline EWX 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: 8,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,971 shares; 2025Q3: 12,060 shares 12,060 $812K 0.01% -6,911 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 6,050 shares; 2025Q1: 4,559 shares; 2025Q2: 3,640 shares; 2025Q3: 3,434 shares 3,434 $810K 0.01% -206 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,158 shares; 2025Q3: 9,123 shares 9,123 $807K 0.01% -3,035 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,636 shares; 2024Q4: 29,369 shares; 2025Q1: 29,160 shares; 2025Q2: 18,888 shares; 2025Q3: 18,533 shares 18,533 $806K 0.01% -355 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,451 shares; 2025Q1: 3,126 shares; 2025Q2: 3,476 shares; 2025Q3: 4,073 shares 4,073 $805K 0.01% +597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 5,702 shares 5,702 $803K 0.01% -49 Timeline ELEZY ENDESA S A UNSPONSORED ADR (ES More: the full row for ENDESA S A UNSPONSORED ADR (ES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,423 shares; 2024Q4: 41,868 shares; 2025Q1: 44,456 shares; 2025Q2: 42,708 shares; 2025Q3: 49,832 shares 49,832 $802K 0.01% +7,124 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 5,780 shares; 2025Q1: 6,782 shares; 2025Q2: 9,297 shares; 2025Q3: 10,721 shares 10,721 $799K 0.01% +1,424 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: not reported; 2024Q4: not reported; 2025Q1: 25,516 shares; 2025Q2: 30,925 shares; 2025Q3: 17,417 shares 17,417 $798K 0.01% -13,508 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: 20,160 shares; 2024Q4: 19,660 shares; 2025Q1: 20,499 shares; 2025Q2: 22,830 shares; 2025Q3: 23,186 shares 23,186 $797K 0.01% +356 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: 1,531 shares; 2024Q4: 1,559 shares; 2025Q1: 1,634 shares; 2025Q2: 1,715 shares; 2025Q3: 1,631 shares 1,631 $794K 0.01% -84 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 5,153 shares; 2025Q1: 6,491 shares; 2025Q2: 13,238 shares; 2025Q3: 13,332 shares 13,332 $790K 0.01% +94 RNMBY RHEINMETALL AG UNSPONSORED ADR More: the full row for RHEINMETALL AG UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 4,831 shares; 2025Q1: 3,823 shares; 2025Q2: 3,004 shares; 2025Q3: 1,694 shares 1,694 $789K 0.01% -1,310 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 4,713 shares; 2025Q2: 5,784 shares; 2025Q3: 5,657 shares 5,657 $784K 0.01% -127 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,689 shares; 2025Q2: 10,817 shares; 2025Q3: 10,828 shares 10,828 $781K 0.01% +11 Timeline AIQUY AIR LIQUIDE ADR More: the full row for AIR LIQUIDE ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,872 shares; 2024Q4: 16,998 shares; 2025Q1: 17,545 shares; 2025Q2: 18,553 shares; 2025Q3: 18,790 shares 18,790 $778K 0.01% +237 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,677 shares; 2025Q1: 17,677 shares; 2025Q2: 17,677 shares; 2025Q3: 17,677 shares 17,677 $778K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,801 shares 5,801 $768K 0.01% new Timeline FXH 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $768K 0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 15,957 shares; 2025Q2: 43,695 shares; 2025Q3: 43,538 shares 43,538 $762K 0.01% -157 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS 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: 57,969 shares; 2025Q3: 57,665 shares 57,665 $758K 0.01% -304 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,605 shares 13,605 $752K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 9,354 shares; 2025Q1: 8,008 shares; 2025Q2: 7,918 shares; 2025Q3: 7,843 shares 7,843 $752K 0.01% -75 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 2,466 shares 2,466 $752K 0.01% -642 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: 4,936 shares; 2025Q3: 5,995 shares 5,995 $751K 0.01% +1,059 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,936 shares; 2024Q4: 13,465 shares; 2025Q1: 14,082 shares; 2025Q2: 15,095 shares; 2025Q3: 8,885 shares 8,885 $742K 0.01% -6,210 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 20,000 shares; 2025Q3: 20,000 shares 20,000 $738K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,946 shares; 2025Q1: 2,404 shares; 2025Q2: 1,501 shares; 2025Q3: 1,494 shares 1,494 $734K 0.01% -7 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,507 shares; 2025Q1: 36,345 shares; 2025Q2: 57,588 shares; 2025Q3: 57,232 shares 57,232 $733K 0.01% -356 Timeline MPNGY MEITUAN AMERICAN DEPOSITARY RE More: the full row for MEITUAN AMERICAN DEPOSITARY RE 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: 27,301 shares 27,301 $728K 0.01% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 9,861 shares; 2025Q1: 9,884 shares; 2025Q2: 9,931 shares; 2025Q3: 9,911 shares 9,911 $727K 0.01% -20 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,520 shares; 2024Q4: 189,322 shares; 2025Q1: 204,149 shares; 2025Q2: 36,282 shares; 2025Q3: 14,162 shares 14,162 $727K 0.01% -22,120 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,263 shares; 2025Q3: 45,263 shares 45,263 $725K 0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 10,942 shares 10,942 $722K 0.01% new Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,158 shares; 2025Q1: 4,203 shares; 2025Q2: 8,422 shares; 2025Q3: 8,473 shares 8,473 $718K 0.01% +51 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: 22,850 shares; 2024Q4: 16,632 shares; 2025Q1: 16,554 shares; 2025Q2: 29,466 shares; 2025Q3: 28,793 shares 28,793 $714K 0.01% -673 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: 5,482 shares; 2024Q4: 5,625 shares; 2025Q1: 5,560 shares; 2025Q2: 9,548 shares; 2025Q3: 9,123 shares 9,123 $711K 0.01% -425 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 1,819 shares; 2025Q1: 1,989 shares; 2025Q2: 3,120 shares; 2025Q3: 1,977 shares 1,977 $705K 0.01% -1,143 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259,071 shares; 2025Q3: 9,468 shares 9,468 $704K 0.01% -249,603 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,551 shares; 2024Q4: 18,744 shares; 2025Q1: 18,829 shares; 2025Q2: 18,656 shares; 2025Q3: 18,599 shares 18,599 $700K 0.01% -57 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 9,629 shares; 2025Q3: 9,786 shares 9,786 $699K 0.01% +157 Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 18,723 shares 18,723 $697K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 7,414 shares; 2025Q1: 1,764 shares; 2025Q2: 1,250 shares; 2025Q3: 1,230 shares 1,230 $692K 0.01% -20 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,030 shares; 2025Q1: 2,469 shares; 2025Q2: 5,494 shares; 2025Q3: 5,526 shares 5,526 $688K 0.01% +32 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,724 shares; 2025Q2: 10,777 shares; 2025Q3: 10,801 shares 10,801 $687K 0.01% +24 Timeline GLNCY GLENCORE PLC UNSPONSORED ADR ( More: the full row for GLENCORE PLC UNSPONSORED ADR ( Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,968 shares; 2025Q2: 65,930 shares; 2025Q3: 73,647 shares 73,647 $678K 0.01% +7,717 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 3,241 shares 3,241 $674K 0.01% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL 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: 8,957 shares; 2025Q1: 11,040 shares; 2025Q2: 16,907 shares; 2025Q3: 16,895 shares 16,895 $668K 0.01% -12 Timeline