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: 743,150 shares; 2024Q4: 751,596 shares; 2025Q1: 774,474 shares; 2025Q2: 763,615 shares; 2025Q3: 760,075 shares 760,075 $249M 18.37% -3,540 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: 273,106 shares; 2024Q4: 271,285 shares; 2025Q1: 270,555 shares; 2025Q2: 280,605 shares; 2025Q3: 280,432 shares 280,432 $172M 12.64% -173 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451,908 shares; 2024Q4: 1,523,175 shares; 2025Q1: 1,565,232 shares; 2025Q2: 1,570,100 shares; 2025Q3: 1,578,450 shares 1,578,450 $130M 9.6% +8,350 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: 400,929 shares; 2024Q4: 400,823 shares; 2025Q1: 400,580 shares; 2025Q2: 400,505 shares; 2025Q3: 400,867 shares 400,867 $126M 9.31% +362 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073,120 shares; 2024Q4: 1,147,477 shares; 2025Q1: 1,210,857 shares; 2025Q2: 1,236,615 shares; 2025Q3: 1,298,307 shares 1,298,307 $64.2M 4.73% +61,692 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,127 shares; 2024Q4: 951,523 shares; 2025Q1: 1,032,627 shares; 2025Q2: 1,046,624 shares; 2025Q3: 1,038,667 shares 1,038,667 $44.6M 3.29% -7,957 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: 135,617 shares; 2024Q4: 136,107 shares; 2025Q1: 130,186 shares; 2025Q2: 131,131 shares; 2025Q3: 134,124 shares 134,124 $34.2M 2.51% +2,993 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,776 shares; 2024Q4: 403,500 shares; 2025Q1: 402,827 shares; 2025Q2: 401,071 shares; 2025Q3: 394,612 shares 394,612 $29M 2.13% -6,459 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $27.2M 2% 0 Timeline DCOR 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: 170,740 shares; 2024Q4: 186,739 shares; 2025Q1: 242,461 shares; 2025Q2: 282,278 shares; 2025Q3: 297,772 shares 297,772 $21.4M 1.58% +15,494 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: 31,416 shares; 2024Q4: 35,580 shares; 2025Q1: 31,491 shares; 2025Q2: 31,338 shares; 2025Q3: 31,522 shares 31,522 $21M 1.55% +184 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,739 shares 257,739 $20.6M 1.52% new 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: 134,283 shares; 2024Q4: 130,429 shares; 2025Q1: 130,429 shares; 2025Q2: 128,606 shares; 2025Q3: 128,606 shares 128,606 $18.1M 1.33% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,339 shares; 2024Q4: 26,014 shares; 2025Q1: 25,759 shares; 2025Q2: 25,609 shares; 2025Q3: 25,395 shares 25,395 $17M 1.25% -214 Timeline SPSB 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: 566,242 shares; 2024Q4: 557,893 shares; 2025Q1: 564,336 shares; 2025Q2: 556,678 shares; 2025Q3: 556,678 shares 556,678 $16.9M 1.24% 0 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: 132,383 shares; 2024Q4: 132,319 shares; 2025Q1: 132,434 shares; 2025Q2: 132,434 shares; 2025Q3: 132,434 shares 132,434 $15.7M 1.16% 0 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: 26,741 shares; 2024Q4: 27,504 shares; 2025Q1: 27,703 shares; 2025Q2: 26,937 shares; 2025Q3: 28,364 shares 28,364 $14.7M 1.08% +1,427 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: 50,601 shares; 2024Q4: 50,661 shares; 2025Q1: 50,972 shares; 2025Q2: 53,930 shares; 2025Q3: 56,104 shares 56,104 $13.6M 1% +2,174 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: 27,849 shares; 2024Q4: 27,714 shares; 2025Q1: 27,784 shares; 2025Q2: 27,784 shares; 2025Q3: 27,670 shares 27,670 $13M 0.95% -114 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: 190,102 shares; 2024Q4: 189,666 shares; 2025Q1: 189,796 shares; 2025Q2: 189,617 shares; 2025Q3: 188,777 shares 188,777 $12.3M 0.91% -840 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: 126,014 shares; 2024Q4: 126,014 shares; 2025Q1: 126,014 shares; 2025Q2: 125,827 shares; 2025Q3: 125,827 shares 125,827 $11M 0.81% 0 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: 42,557 shares; 2024Q4: 45,878 shares; 2025Q1: 47,469 shares; 2025Q2: 47,319 shares; 2025Q3: 55,965 shares 55,965 $10.4M 0.77% +8,646 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: 31,781 shares; 2024Q4: 31,836 shares; 2025Q1: 32,143 shares; 2025Q2: 34,951 shares; 2025Q3: 37,829 shares 37,829 $8.31M 0.61% +2,878 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,231 shares; 2024Q4: 43,231 shares; 2025Q1: 43,231 shares; 2025Q2: 43,231 shares; 2025Q3: 43,281 shares 43,281 $8.07M 0.59% +50 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: 58,179 shares; 2024Q4: 55,480 shares; 2025Q1: 55,429 shares; 2025Q2: 55,005 shares; 2025Q3: 54,996 shares 54,996 $8.01M 0.59% -9 Timeline DFAS 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: 106,880 shares; 2024Q4: 104,685 shares; 2025Q1: 107,985 shares; 2025Q2: 115,909 shares; 2025Q3: 116,362 shares 116,362 $7.97M 0.59% +453 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,742 shares; 2024Q4: 208,742 shares; 2025Q1: 205,942 shares; 2025Q2: 205,642 shares; 2025Q3: 205,642 shares 205,642 $7.72M 0.57% 0 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: 33,318 shares; 2024Q4: 33,318 shares; 2025Q1: 33,373 shares; 2025Q2: 33,232 shares; 2025Q3: 26,942 shares 26,942 $6.56M 0.48% -6,290 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: 71,426 shares; 2024Q4: 71,199 shares; 2025Q1: 70,572 shares; 2025Q2: 70,572 shares; 2025Q3: 70,334 shares 70,334 $6.43M 0.47% -238 Timeline DFAU 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: 140,555 shares; 2024Q4: 140,555 shares; 2025Q1: 140,555 shares; 2025Q2: 140,471 shares; 2025Q3: 140,471 shares 140,471 $6.43M 0.47% 0 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: 29,678 shares; 2024Q4: 29,678 shares; 2025Q1: 29,678 shares; 2025Q2: 29,678 shares; 2025Q3: 29,678 shares 29,678 $6.04M 0.44% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,633 shares; 2024Q4: 50,743 shares; 2025Q1: 60,935 shares; 2025Q2: 63,198 shares; 2025Q3: 67,373 shares 67,373 $5.26M 0.39% +4,175 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: 90,905 shares; 2024Q4: 90,905 shares; 2025Q1: 90,905 shares; 2025Q2: 90,913 shares; 2025Q3: 92,083 shares 92,083 $4.99M 0.37% +1,170 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: 2,876 shares; 2024Q4: 6,076 shares; 2025Q1: 8,605 shares; 2025Q2: 8,131 shares; 2025Q3: 8,110 shares 8,110 $4.99M 0.37% -21 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: 13,936 shares; 2024Q4: 13,995 shares; 2025Q1: 14,077 shares; 2025Q2: 14,079 shares; 2025Q3: 14,294 shares 14,294 $4.88M 0.36% +215 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,006 shares; 2024Q4: 64,006 shares; 2025Q1: 64,006 shares; 2025Q2: 64,006 shares; 2025Q3: 64,006 shares 64,006 $4.64M 0.34% 0 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: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,025 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares 15,016 $4.51M 0.33% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: 11,086 shares; 2025Q1: 10,051 shares; 2025Q2: 10,178 shares; 2025Q3: 13,249 shares 13,249 $4.37M 0.32% +3,071 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: 1,944 shares; 2024Q4: 2,464 shares; 2025Q1: 4,167 shares; 2025Q2: 5,413 shares; 2025Q3: 5,815 shares 5,815 $4.27M 0.31% +402 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: 11,026 shares; 2024Q4: 11,000 shares; 2025Q1: 10,926 shares; 2025Q2: 10,868 shares; 2025Q3: 10,281 shares 10,281 $4.17M 0.31% -587 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,667 shares 6,667 $4M 0.29% +92 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,678 shares; 2025Q2: 10,679 shares; 2025Q3: 8,604 shares 8,604 $3.63M 0.27% -2,075 Timeline IAGG 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: 66,392 shares; 2024Q4: 70,236 shares; 2025Q1: 64,270 shares; 2025Q2: 63,723 shares; 2025Q3: 64,528 shares 64,528 $3.31M 0.24% +805 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: 24,133 shares; 2024Q4: 24,133 shares; 2025Q1: 24,088 shares; 2025Q2: 24,147 shares; 2025Q3: 24,462 shares 24,462 $3.03M 0.22% +315 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: 4,992 shares; 2024Q4: 5,015 shares; 2025Q1: 5,038 shares; 2025Q2: 5,057 shares; 2025Q3: 5,103 shares 5,103 $2.9M 0.21% +46 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: 8,428 shares; 2024Q4: 8,428 shares; 2025Q1: 8,430 shares; 2025Q2: 8,420 shares; 2025Q3: 8,521 shares 8,521 $2.83M 0.21% +101 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: 29,409 shares; 2024Q4: 28,239 shares; 2025Q1: 28,603 shares; 2025Q2: 28,105 shares; 2025Q3: 24,170 shares 24,170 $2.73M 0.2% -3,935 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: 1,608 shares; 2025Q1: 2,283 shares; 2025Q2: 2,281 shares; 2025Q3: 2,313 shares 2,313 $2.7M 0.2% +32 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 5,060 shares; 2025Q3: 5,080 shares 5,080 $2.46M 0.18% +20 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: 11,530 shares; 2024Q4: 11,514 shares; 2025Q1: 11,648 shares; 2025Q2: 9,846 shares; 2025Q3: 10,261 shares 10,261 $2.38M 0.17% +415 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares 8,048 $2.37M 0.17% 0 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: 13,728 shares; 2024Q4: 13,728 shares; 2025Q1: 13,728 shares; 2025Q2: 13,312 shares; 2025Q3: 13,312 shares 13,312 $2.35M 0.17% 0 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: 12,413 shares; 2024Q4: 12,901 shares; 2025Q1: 12,853 shares; 2025Q2: 12,795 shares; 2025Q3: 12,390 shares 12,390 $2.3M 0.17% -405 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares 9,400 $2.29M 0.17% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000 $2.26M 0.17% 0 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: 397 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 409 shares 409 $2.21M 0.16% +6 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: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 10,382 shares; 2025Q2: 10,115 shares; 2025Q3: 10,193 shares 10,193 $2.15M 0.16% +78 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: 5,104 shares; 2024Q4: 10,208 shares; 2025Q1: 10,525 shares; 2025Q2: 10,519 shares; 2025Q3: 10,514 shares 10,514 $2.14M 0.16% -5 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: 20,942 shares; 2024Q4: 20,835 shares; 2025Q1: 21,014 shares; 2025Q2: 20,938 shares; 2025Q3: 21,404 shares 21,404 $2.1M 0.15% +466 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,567 shares; 2024Q4: 39,567 shares; 2025Q1: 37,045 shares; 2025Q2: 32,259 shares; 2025Q3: 34,835 shares 34,835 $2.09M 0.15% +2,576 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,899 shares; 2024Q4: 15,497 shares; 2025Q1: 24,833 shares; 2025Q2: 24,821 shares; 2025Q3: 25,628 shares 25,628 $2.02M 0.15% +807 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,151 shares; 2025Q2: 4,092 shares; 2025Q3: 4,202 shares 4,202 $2M 0.15% +110 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: 13,747 shares; 2024Q4: 13,572 shares; 2025Q1: 12,450 shares; 2025Q2: 12,343 shares; 2025Q3: 8,052 shares 8,052 $1.99M 0.15% -4,291 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: 27,858 shares; 2024Q4: 27,858 shares; 2025Q1: 27,858 shares; 2025Q2: 27,858 shares; 2025Q3: 27,858 shares 27,858 $1.81M 0.13% 0 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: 18,335 shares; 2024Q4: 18,347 shares; 2025Q1: 10,061 shares; 2025Q2: 10,451 shares; 2025Q3: 10,797 shares 10,797 $1.75M 0.13% +346 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: 22,362 shares; 2024Q4: 22,361 shares; 2025Q1: 22,203 shares; 2025Q2: 22,740 shares; 2025Q3: 23,151 shares 23,151 $1.75M 0.13% +411 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,200 shares; 2025Q1: 3,569 shares; 2025Q2: 3,551 shares; 2025Q3: 3,648 shares 3,648 $1.73M 0.13% +97 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: 13,378 shares; 2024Q4: 13,398 shares; 2025Q1: 13,398 shares; 2025Q2: 13,415 shares; 2025Q3: 13,426 shares 13,426 $1.73M 0.13% +11 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 16,025 shares; 2025Q1: 10,131 shares; 2025Q2: 10,279 shares; 2025Q3: 10,085 shares 10,085 $1.7M 0.13% -194 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: 11,387 shares; 2024Q4: 10,669 shares; 2025Q1: 10,669 shares; 2025Q2: 10,485 shares; 2025Q3: 10,869 shares 10,869 $1.69M 0.12% +384 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: 4,635 shares; 2024Q4: 4,725 shares; 2025Q1: 4,854 shares; 2025Q2: 4,905 shares; 2025Q3: 5,995 shares 5,995 $1.67M 0.12% +1,090 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: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares 2,775 $1.65M 0.12% 0 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,144 shares; 2025Q2: 15,126 shares; 2025Q3: 15,119 shares 15,119 $1.63M 0.12% -7 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: 5,461 shares; 2024Q4: 5,470 shares; 2025Q1: 7,563 shares; 2025Q2: 8,184 shares; 2025Q3: 8,187 shares 8,187 $1.62M 0.12% +3 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: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,290 shares; 2025Q2: 3,276 shares; 2025Q3: 3,284 shares 3,284 $1.62M 0.12% +8 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 7,436 shares; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares 7,436 $1.55M 0.11% 0 Timeline EFG 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: 13,470 shares; 2024Q4: 13,846 shares; 2025Q1: 13,852 shares; 2025Q2: 13,822 shares; 2025Q3: 13,440 shares 13,440 $1.53M 0.11% -382 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: 7,132 shares; 2024Q4: 7,253 shares; 2025Q1: 7,324 shares; 2025Q2: 7,328 shares; 2025Q3: 7,458 shares 7,458 $1.53M 0.11% +130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,823 shares; 2025Q3: 1,908 shares 1,908 $1.52M 0.11% +85 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: 5,805 shares; 2024Q4: 5,781 shares; 2025Q1: 4,949 shares; 2025Q2: 4,966 shares; 2025Q3: 4,999 shares 4,999 $1.5M 0.11% +33 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: 6,334 shares; 2024Q4: 6,345 shares; 2025Q1: 6,300 shares; 2025Q2: 6,270 shares; 2025Q3: 6,212 shares 6,212 $1.47M 0.11% -58 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: 12,657 shares; 2024Q4: 12,657 shares; 2025Q1: 12,629 shares; 2025Q2: 12,877 shares; 2025Q3: 13,740 shares 13,740 $1.42M 0.1% +863 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,901 shares; 2024Q4: 19,333 shares; 2025Q1: 19,426 shares; 2025Q2: 20,182 shares; 2025Q3: 20,305 shares 20,305 $1.41M 0.1% +123 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: 8,754 shares; 2024Q4: 7,819 shares; 2025Q1: 7,953 shares; 2025Q2: 8,236 shares; 2025Q3: 8,438 shares 8,438 $1.4M 0.1% +202 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,255 shares; 2025Q1: 8,394 shares; 2025Q2: 8,459 shares; 2025Q3: 8,538 shares 8,538 $1.3M 0.1% +79 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: 5,815 shares; 2024Q4: 3,669 shares; 2025Q1: 5,880 shares; 2025Q2: 3,639 shares; 2025Q3: 3,662 shares 3,662 $1.29M 0.1% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,397 shares 6,397 $1.29M 0.09% new 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: 13,059 shares; 2024Q4: 13,225 shares; 2025Q1: 13,159 shares; 2025Q2: 13,018 shares; 2025Q3: 13,374 shares 13,374 $1.28M 0.09% +356 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: 8,987 shares; 2024Q4: 8,737 shares; 2025Q1: 8,599 shares; 2025Q2: 8,498 shares; 2025Q3: 8,490 shares 8,490 $1.23M 0.09% -8 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares 4,312 $1.22M 0.09% 0 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: 5,016 shares; 2024Q4: 5,016 shares; 2025Q1: 5,019 shares; 2025Q2: 5,034 shares; 2025Q3: 5,057 shares 5,057 $1.21M 0.09% +23 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,429 shares; 2025Q1: 1,456 shares; 2025Q2: 1,469 shares; 2025Q3: 1,463 shares 1,463 $1.11M 0.08% -6 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,360 shares; 2025Q3: 4,358 shares 4,358 $1.1M 0.08% -2 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,952 shares; 2024Q4: 24,080 shares; 2025Q1: 24,080 shares; 2025Q2: 23,711 shares; 2025Q3: 23,874 shares 23,874 $1.08M 0.08% +163 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: 8,916 shares; 2024Q4: 8,968 shares; 2025Q1: 10,737 shares; 2025Q2: 10,024 shares; 2025Q3: 9,188 shares 9,188 $1.05M 0.08% -836 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: 7,684 shares; 2024Q4: 7,684 shares; 2025Q1: 7,801 shares; 2025Q2: 7,747 shares; 2025Q3: 4,196 shares 4,196 $1.03M 0.08% -3,551 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: 6,886 shares; 2025Q1: 6,997 shares; 2025Q2: 6,848 shares; 2025Q3: 7,178 shares 7,178 $961K 0.07% +330 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: 501 shares; 2024Q4: 498 shares; 2025Q1: 1,108 shares; 2025Q2: 1,036 shares; 2025Q3: 1,204 shares 1,204 $919K 0.07% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares 4,187 $904K 0.07% new 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: 10,103 shares; 2024Q4: 10,103 shares; 2025Q1: 10,103 shares; 2025Q2: 10,103 shares; 2025Q3: 8,903 shares 8,903 $900K 0.07% -1,200 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares 4,010 $891K 0.07% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,573 shares; 2025Q1: 4,022 shares; 2025Q2: 4,010 shares; 2025Q3: 4,028 shares 4,028 $884K 0.07% +18 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,870 shares; 2024Q4: 29,097 shares; 2025Q1: 28,870 shares; 2025Q2: 29,013 shares; 2025Q3: 29,563 shares 29,563 $837K 0.06% +550 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: 4,233 shares; 2024Q4: 4,248 shares; 2025Q1: 4,188 shares; 2025Q2: 5,933 shares; 2025Q3: 2,396 shares 2,396 $827K 0.06% -3,537 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: 6,315 shares; 2024Q4: 6,315 shares; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares 6,170 $810K 0.06% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,270 shares; 2024Q4: 15,270 shares; 2025Q1: 15,270 shares; 2025Q2: 15,270 shares; 2025Q3: 15,270 shares 15,270 $763K 0.06% 0 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: 14,400 shares; 2024Q4: 14,710 shares; 2025Q1: 16,420 shares; 2025Q2: 16,806 shares; 2025Q3: 24,156 shares 24,156 $755K 0.06% +7,350 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,538 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares 2,443 $752K 0.06% 0 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: 5,230 shares; 2024Q4: 5,208 shares; 2025Q1: 4,038 shares; 2025Q2: 4,148 shares; 2025Q3: 4,490 shares 4,490 $751K 0.06% +342 Timeline SUSB 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: 21,420 shares; 2024Q4: 26,457 shares; 2025Q1: 28,272 shares; 2025Q2: 28,272 shares; 2025Q3: 28,543 shares 28,543 $722K 0.05% +271 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,450 shares; 2024Q4: 41,850 shares; 2025Q1: 41,850 shares; 2025Q2: 41,850 shares; 2025Q3: 41,850 shares 41,850 $714K 0.05% 0 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: 21,586 shares; 2024Q4: 21,486 shares; 2025Q1: 18,786 shares; 2025Q2: 18,586 shares; 2025Q3: 18,586 shares 18,586 $686K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,420 shares; 2024Q4: 39,840 shares; 2025Q1: 39,840 shares; 2025Q2: 39,840 shares; 2025Q3: 39,840 shares 39,840 $684K 0.05% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 14,173 shares; 2025Q1: 14,834 shares; 2025Q2: 15,567 shares; 2025Q3: 15,671 shares 15,671 $680K 0.05% +104 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: 25,643 shares; 2024Q4: 25,977 shares; 2025Q1: 25,343 shares; 2025Q2: 25,747 shares; 2025Q3: 25,747 shares 25,747 $679K 0.05% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,659 shares; 2025Q3: 5,659 shares 5,659 $670K 0.05% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,412 shares; 2025Q2: 6,260 shares; 2025Q3: 6,219 shares 6,219 $645K 0.05% -41 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,346 shares; 2025Q2: 10,346 shares; 2025Q3: 10,346 shares 10,346 $633K 0.05% 0 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: 8,964 shares; 2024Q4: 8,964 shares; 2025Q1: 8,948 shares; 2025Q2: 12,902 shares; 2025Q3: 12,838 shares 12,838 $630K 0.05% -64 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: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares 1,854 $625K 0.05% 0 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: 4,911 shares; 2024Q4: 3,389 shares; 2025Q1: 3,416 shares; 2025Q2: 3,404 shares; 2025Q3: 3,731 shares 3,731 $625K 0.05% +327 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 542 shares; 2025Q2: 546 shares; 2025Q3: 641 shares 641 $621K 0.05% +95 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,106 shares; 2025Q1: 7,563 shares; 2025Q2: 7,581 shares; 2025Q3: 7,554 shares 7,554 $616K 0.05% -27 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: 3,268 shares; 2024Q4: 3,298 shares; 2025Q1: 3,060 shares; 2025Q2: 3,100 shares; 2025Q3: 3,176 shares 3,176 $612K 0.05% +76 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,148 shares; 2025Q1: 11,216 shares; 2025Q2: 11,133 shares; 2025Q3: 7,126 shares 7,126 $603K 0.04% -4,007 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: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 4,138 shares; 2025Q2: 4,132 shares; 2025Q3: 4,440 shares 4,440 $595K 0.04% +308 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares 1,498 $593K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares 867 $592K 0.04% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares 5,711 $586K 0.04% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,824 shares; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,469 shares 3,469 $581K 0.04% -190 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares 6,203 $580K 0.04% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 8,713 shares; 2025Q1: 8,713 shares; 2025Q2: 8,713 shares; 2025Q3: 6,280 shares 6,280 $559K 0.04% -2,433 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: 15,628 shares; 2024Q4: 6,681 shares; 2025Q1: 16,061 shares; 2025Q2: 15,338 shares; 2025Q3: 6,507 shares 6,507 $546K 0.04% -8,831 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: 2,060 shares; 2024Q4: 1,909 shares; 2025Q1: 1,921 shares; 2025Q2: 3,384 shares; 2025Q3: 3,867 shares 3,867 $543K 0.04% +483 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,700 shares; 2025Q1: not reported; 2025Q2: 6,600 shares; 2025Q3: 4,820 shares 4,820 $541K 0.04% -1,780 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,203 shares; 2025Q1: 2,236 shares; 2025Q2: 2,227 shares; 2025Q3: 2,279 shares 2,279 $536K 0.04% +52 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: 3,643 shares; 2024Q4: 18,215 shares; 2025Q1: 16,996 shares; 2025Q2: 17,160 shares; 2025Q3: 18,582 shares 18,582 $535K 0.04% +1,422 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 18,850 shares; 2025Q1: 18,850 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares 13,450 $528K 0.04% 0 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: 1,214 shares; 2024Q4: 1,219 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,217 shares 1,217 $510K 0.04% +3 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,643 shares; 2025Q3: 1,704 shares 1,704 $501K 0.04% +61 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $489K 0.04% 0 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: 5,349 shares; 2024Q4: 5,564 shares; 2025Q1: 6,048 shares; 2025Q2: 5,520 shares; 2025Q3: 5,695 shares 5,695 $477K 0.04% +175 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,255 shares; 2025Q2: 1,243 shares; 2025Q3: 1,558 shares 1,558 $474K 0.03% +315 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,990 shares; 2025Q1: 8,990 shares; 2025Q2: 20,090 shares; 2025Q3: 13,690 shares 13,690 $473K 0.03% -6,400 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,797 shares; 2025Q3: 4,956 shares 4,956 $470K 0.03% +159 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: 5,762 shares; 2024Q4: 8,742 shares; 2025Q1: 8,521 shares; 2025Q2: 10,041 shares; 2025Q3: 10,171 shares 10,171 $465K 0.03% +130 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 18,087 shares; 2025Q1: 18,087 shares; 2025Q2: 18,087 shares; 2025Q3: 18,087 shares 18,087 $465K 0.03% 0 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: 9,346 shares; 2024Q4: 5,721 shares; 2025Q1: 5,801 shares; 2025Q2: 5,976 shares; 2025Q3: 6,644 shares 6,644 $455K 0.03% +668 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: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 8,020 shares; 2025Q2: 7,712 shares; 2025Q3: 8,787 shares 8,787 $453K 0.03% +1,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,518 shares 1,518 $452K 0.03% new 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: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,324 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares 1,317 $449K 0.03% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares 4,552 $429K 0.03% 0 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: 3,086 shares; 2024Q4: 3,081 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares 3,079 $429K 0.03% 0 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: 5,877 shares; 2024Q4: 2,287 shares; 2025Q1: 5,861 shares; 2025Q2: 3,576 shares; 2025Q3: 1,322 shares 1,322 $427K 0.03% -2,254 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 6,239 shares; 2025Q1: 6,239 shares; 2025Q2: 6,329 shares; 2025Q3: 6,705 shares 6,705 $425K 0.03% +376 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 741 shares; 2025Q2: 745 shares; 2025Q3: 767 shares 767 $419K 0.03% +22 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,448 shares; 2025Q2: 3,434 shares; 2025Q3: 3,418 shares 3,418 $419K 0.03% -16 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,280 shares; 2025Q1: 3,239 shares; 2025Q2: 5,763 shares; 2025Q3: 5,990 shares 5,990 $418K 0.03% +227 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: 1,936 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 1,945 shares; 2025Q3: 2,319 shares 2,319 $414K 0.03% +374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares 926 $412K 0.03% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,699 shares 3,699 $411K 0.03% -226 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares 5,177 $406K 0.03% 0 Timeline VONE 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: 1,479 shares; 2024Q4: 1,416 shares; 2025Q1: 1,390 shares; 2025Q2: 1,342 shares; 2025Q3: 1,332 shares 1,332 $403K 0.03% -10 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: not reported; 2025Q2: 2,686 shares; 2025Q3: 2,793 shares 2,793 $396K 0.03% +107 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 8,350 shares; 2025Q1: 8,294 shares; 2025Q2: 8,532 shares; 2025Q3: 7,087 shares 7,087 $393K 0.03% -1,445 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: 4,397 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,375 shares; 2025Q3: 5,446 shares 5,446 $390K 0.03% +1,071 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 8,621 shares; 2025Q3: 8,574 shares 8,574 $386K 0.03% -47 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares 3,398 $384K 0.03% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 13,425 shares; 2025Q2: 13,525 shares; 2025Q3: 14,704 shares 14,704 $384K 0.03% +1,179 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,562 shares; 2025Q1: 2,607 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares 2,562 $383K 0.03% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 954 shares; 2025Q2: 960 shares; 2025Q3: 1,434 shares 1,434 $383K 0.03% +474 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,130 shares; 2024Q4: 16,721 shares; 2025Q1: 16,130 shares; 2025Q2: 16,130 shares; 2025Q3: 16,130 shares 16,130 $373K 0.03% 0 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: 20,800 shares; 2024Q4: 20,800 shares; 2025Q1: 20,936 shares; 2025Q2: 20,845 shares; 2025Q3: 23,205 shares 23,205 $370K 0.03% +2,360 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 5,535 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 6,176 shares 6,176 $369K 0.03% +641 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 837 shares; 2025Q2: 731 shares; 2025Q3: 749 shares 749 $365K 0.03% +18 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM 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: 15,590 shares; 2025Q1: 15,490 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares 15,490 $361K 0.03% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 1,735 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares 1,630 $358K 0.03% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares 2,750 $353K 0.03% 0 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: 6,435 shares; 2024Q4: 6,505 shares; 2025Q1: 6,628 shares; 2025Q2: 6,689 shares; 2025Q3: 7,814 shares 7,814 $352K 0.03% +1,125 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,557 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 5,292 shares 5,292 $349K 0.03% 0 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: 1,775 shares; 2024Q4: 1,741 shares; 2025Q1: 1,807 shares; 2025Q2: 1,786 shares; 2025Q3: 1,882 shares 1,882 $346K 0.03% +96 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,032 shares; 2025Q3: 5,372 shares 5,372 $345K 0.03% +1,340 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 6,717 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares 7,302 $338K 0.02% 0 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: 5,045 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,007 shares; 2025Q3: 4,525 shares 4,525 $337K 0.02% -482 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,813 shares; 2025Q2: 2,534 shares; 2025Q3: 2,749 shares 2,749 $330K 0.02% +215 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 12,731 shares; 2025Q2: 21,756 shares; 2025Q3: 22,984 shares 22,984 $325K 0.02% +1,228 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 632 shares 632 $325K 0.02% -105 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,175 shares; 2025Q3: 2,172 shares 2,172 $321K 0.02% -3 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,790 shares 1,790 $319K 0.02% +217 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,962 shares 11,962 $308K 0.02% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 3,065 shares; 2025Q3: 8,997 shares 8,997 $307K 0.02% +5,932 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 126 shares; 2025Q3: 131 shares 131 $306K 0.02% +5 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: 7,307 shares; 2024Q4: 7,307 shares; 2025Q1: 7,307 shares; 2025Q2: 7,225 shares; 2025Q3: 7,225 shares 7,225 $302K 0.02% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares 5,169 $300K 0.02% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,073 shares; 2025Q1: 4,175 shares; 2025Q2: 4,083 shares; 2025Q3: 4,083 shares 4,083 $299K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,907 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 5,026 shares 5,026 $295K 0.02% +119 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: not reported; 2024Q4: not reported; 2025Q1: 8,391 shares; 2025Q2: 8,102 shares; 2025Q3: 10,391 shares 10,391 $293K 0.02% +2,289 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: not reported; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 11,138 shares 11,138 $290K 0.02% +688 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK 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: not reported; 2025Q1: not reported; 2025Q2: 6,711 shares; 2025Q3: 6,751 shares 6,751 $289K 0.02% +40 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: 3,182 shares; 2024Q4: 3,191 shares; 2025Q1: 3,263 shares; 2025Q2: 3,338 shares; 2025Q3: 3,698 shares 3,698 $284K 0.02% +360 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: 1,189 shares; 2024Q4: 1,187 shares; 2025Q1: 1,179 shares; 2025Q2: 1,201 shares; 2025Q3: 1,196 shares 1,196 $282K 0.02% -5 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,288 shares; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares 3,288 $279K 0.02% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,139 shares; 2025Q1: 6,128 shares; 2025Q2: 6,054 shares; 2025Q3: 6,034 shares 6,034 $271K 0.02% -20 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: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 2,600 shares; 2025Q2: 2,586 shares; 2025Q3: 2,817 shares 2,817 $268K 0.02% +231 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,660 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares 3,620 $266K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,675 shares; 2025Q1: 3,755 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares 3,607 $263K 0.02% +5 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 5,004 shares; 2025Q3: 5,004 shares 5,004 $260K 0.02% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,480 shares; 2025Q2: 2,360 shares; 2025Q3: 2,725 shares 2,725 $259K 0.02% +365 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: 3,381 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,170 shares; 2025Q3: 2,267 shares 2,267 $254K 0.02% +97 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,545 shares; 2025Q3: 2,000 shares 2,000 $254K 0.02% -545 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,413 shares; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares 2,413 $250K 0.02% 0 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: 11,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 9,783 shares 9,783 $249K 0.02% +603 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,764 shares 8,764 $248K 0.02% new 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 763 shares; 2025Q2: 622 shares; 2025Q3: 661 shares 661 $247K 0.02% +39 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 335 shares; 2025Q3: 343 shares 343 $246K 0.02% +8 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: not reported; 2024Q4: not reported; 2025Q1: 2,212 shares; 2025Q2: 2,280 shares; 2025Q3: 2,556 shares 2,556 $242K 0.02% +276 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares 1,267 $242K 0.02% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 716 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares 811 $241K 0.02% 0 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: 2,951 shares; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 3,008 shares 3,008 $236K 0.02% +52 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,540 shares; 2024Q4: 23,955 shares; 2025Q1: 23,955 shares; 2025Q2: 32,339 shares; 2025Q3: 25,666 shares 25,666 $234K 0.02% -6,673 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: 589 shares; 2024Q4: 589 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 510 shares 510 $233K 0.02% +34 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: 7,903 shares; 2024Q4: 7,963 shares; 2025Q1: 8,176 shares; 2025Q2: 6,784 shares; 2025Q3: 7,384 shares 7,384 $232K 0.02% +600 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: 15,266 shares; 2024Q4: 15,266 shares; 2025Q1: 15,696 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares 2,815 $232K 0.02% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,097 shares 1,097 $232K 0.02% -90 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 590 shares; 2025Q3: 590 shares 590 $230K 0.02% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,746 shares; 2025Q3: 2,200 shares 2,200 $229K 0.02% -546 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,201 shares 8,201 $223K 0.02% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: not reported; 2025Q3: 1,276 shares 1,276 $220K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,993 shares; 2025Q2: 2,856 shares; 2025Q3: 2,639 shares 2,639 $220K 0.02% -217 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 3,648 shares; 2025Q1: 3,850 shares; 2025Q2: 3,655 shares; 2025Q3: 3,172 shares 3,172 $220K 0.02% -483 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,425 shares; 2025Q3: 2,543 shares 2,543 $219K 0.02% -882 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares 1,975 $214K 0.02% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,123 shares 1,123 $214K 0.02% -115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares 193 $208K 0.02% new Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,077 shares; 2024Q4: 11,077 shares; 2025Q1: 11,077 shares; 2025Q2: 11,077 shares; 2025Q3: 7,960 shares 7,960 $205K 0.02% -3,117 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: 2,630 shares; 2024Q4: 2,600 shares; 2025Q1: 2,615 shares; 2025Q2: 2,600 shares; 2025Q3: 2,698 shares 2,698 $201K 0.01% +98 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: not reported; 2025Q3: 1,144 shares 1,144 $200K 0.01% new Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,167 shares; 2025Q2: 10,733 shares; 2025Q3: 10,918 shares 10,918 $151K 0.01% +185 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,850 shares; 2025Q1: 18,850 shares; 2025Q2: 18,850 shares; 2025Q3: 14,753 shares 14,753 $135K 0.01% -4,097 Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 14,761 shares 14,761 $38.8K <0.01% new Timeline