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: 731,786 shares; 2024Q4: 736,090 shares; 2025Q1: 730,807 shares; 2025Q2: 726,513 shares; 2025Q3: 717,131 shares 717,131 $183M 5.46% -9,382 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: 608,004 shares; 2024Q4: 598,990 shares; 2025Q1: 599,760 shares; 2025Q2: 566,406 shares; 2025Q3: 539,879 shares 539,879 $178M 5.32% -26,527 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: 302,361 shares; 2024Q4: 303,135 shares; 2025Q1: 304,445 shares; 2025Q2: 293,555 shares; 2025Q3: 292,491 shares 292,491 $151M 4.53% -1,064 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: 294,715 shares; 2024Q4: 582,650 shares; 2025Q1: 582,361 shares; 2025Q2: 566,648 shares; 2025Q3: 565,052 shares 565,052 $115M 3.44% -1,596 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: 420,235 shares; 2024Q4: 420,173 shares; 2025Q1: 423,981 shares; 2025Q2: 422,599 shares; 2025Q3: 410,221 shares 410,221 $99.7M 2.98% -12,378 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: 522,556 shares; 2024Q4: 513,672 shares; 2025Q1: 522,886 shares; 2025Q2: 510,983 shares; 2025Q3: 501,240 shares 501,240 $93.5M 2.8% -9,743 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: 400,651 shares; 2024Q4: 398,574 shares; 2025Q1: 397,753 shares; 2025Q2: 395,086 shares; 2025Q3: 383,074 shares 383,074 $93.3M 2.79% -12,012 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: 136,634 shares; 2024Q4: 135,545 shares; 2025Q1: 133,400 shares; 2025Q2: 130,655 shares; 2025Q3: 129,071 shares 129,071 $73.4M 2.19% -1,584 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: 327,429 shares; 2024Q4: 328,009 shares; 2025Q1: 330,889 shares; 2025Q2: 328,569 shares; 2025Q3: 329,605 shares 329,605 $72.4M 2.16% +1,036 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: 214,400 shares; 2024Q4: 213,069 shares; 2025Q1: 208,279 shares; 2025Q2: 204,014 shares; 2025Q3: 194,984 shares 194,984 $61.5M 1.84% -9,030 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,585 shares; 2024Q4: 233,119 shares; 2025Q1: 232,064 shares; 2025Q2: 232,732 shares; 2025Q3: 232,370 shares 232,370 $60.5M 1.81% -362 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: 130,477 shares; 2024Q4: 129,700 shares; 2025Q1: 128,969 shares; 2025Q2: 130,410 shares; 2025Q3: 125,392 shares 125,392 $59.8M 1.79% -5,018 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: 130,033 shares; 2024Q4: 129,596 shares; 2025Q1: 132,243 shares; 2025Q2: 137,798 shares; 2025Q3: 137,458 shares 137,458 $55.7M 1.66% -340 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: 168,986 shares; 2024Q4: 165,391 shares; 2025Q1: 165,272 shares; 2025Q2: 164,113 shares; 2025Q3: 158,970 shares 158,970 $52.8M 1.58% -5,143 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: 538,305 shares; 2024Q4: 531,026 shares; 2025Q1: 525,315 shares; 2025Q2: 515,396 shares; 2025Q3: 497,986 shares 497,986 $51.3M 1.53% -17,410 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: 397,663 shares; 2024Q4: 397,711 shares; 2025Q1: 405,865 shares; 2025Q2: 406,304 shares; 2025Q3: 405,657 shares 405,657 $46.4M 1.39% -647 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: not reported; 2025Q1: 39,406 shares; 2025Q2: 39,705 shares; 2025Q3: 39,007 shares 39,007 $45.5M 1.36% -698 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: 63,474 shares; 2024Q4: 62,731 shares; 2025Q1: 61,453 shares; 2025Q2: 60,639 shares; 2025Q3: 56,942 shares 56,942 $45.3M 1.36% -3,697 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: 682,056 shares; 2024Q4: 678,913 shares; 2025Q1: 669,492 shares; 2025Q2: 655,133 shares; 2025Q3: 651,492 shares 651,492 $44.6M 1.33% -3,641 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: 176,473 shares; 2024Q4: 176,008 shares; 2025Q1: 177,238 shares; 2025Q2: 181,493 shares; 2025Q3: 187,084 shares 187,084 $44.3M 1.33% +5,591 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: 270,083 shares; 2024Q4: 269,603 shares; 2025Q1: 264,788 shares; 2025Q2: 257,749 shares; 2025Q3: 247,227 shares 247,227 $41.4M 1.24% -10,522 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,437 shares; 2024Q4: 63,843 shares; 2025Q1: 66,154 shares; 2025Q2: 65,646 shares; 2025Q3: 64,326 shares 64,326 $40.5M 1.21% -1,320 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: 744,363 shares; 2024Q4: 738,451 shares; 2025Q1: 736,242 shares; 2025Q2: 731,508 shares; 2025Q3: 732,335 shares 732,335 $37.8M 1.13% +827 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,432 shares; 2024Q4: 149,013 shares; 2025Q1: 146,585 shares; 2025Q2: 146,132 shares; 2025Q3: 145,217 shares 145,217 $36.9M 1.1% -915 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: 261,146 shares; 2024Q4: 257,717 shares; 2025Q1: 252,016 shares; 2025Q2: 246,115 shares; 2025Q3: 231,675 shares 231,675 $36.8M 1.1% -14,440 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: 173,223 shares; 2024Q4: 177,029 shares; 2025Q1: 175,551 shares; 2025Q2: 175,689 shares; 2025Q3: 173,278 shares 173,278 $32.1M 0.96% -2,411 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: 107,500 shares; 2024Q4: 107,460 shares; 2025Q1: 106,224 shares; 2025Q2: 104,921 shares; 2025Q3: 104,952 shares 104,952 $31.9M 0.95% +31 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: 142,066 shares; 2024Q4: 139,826 shares; 2025Q1: 136,557 shares; 2025Q2: 154,146 shares; 2025Q3: 145,935 shares 145,935 $31M 0.93% -8,211 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: 335,505 shares; 2024Q4: 328,936 shares; 2025Q1: 321,321 shares; 2025Q2: 315,667 shares; 2025Q3: 304,576 shares 304,576 $30.9M 0.92% -11,091 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: 479,800 shares; 2024Q4: 467,265 shares; 2025Q1: 460,494 shares; 2025Q2: 453,298 shares; 2025Q3: 425,057 shares 425,057 $30.2M 0.9% -28,241 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: 52,313 shares; 2024Q4: 51,967 shares; 2025Q1: 51,469 shares; 2025Q2: 50,907 shares; 2025Q3: 50,510 shares 50,510 $30.1M 0.9% -397 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: 178,767 shares; 2024Q4: 185,104 shares; 2025Q1: 195,089 shares; 2025Q2: 196,467 shares; 2025Q3: 200,204 shares 200,204 $29.3M 0.88% +3,737 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: 281,707 shares; 2024Q4: 305,611 shares; 2025Q1: 320,847 shares; 2025Q2: 328,920 shares; 2025Q3: 329,661 shares 329,661 $27.7M 0.83% +741 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: 43,253 shares; 2024Q4: 48,904 shares; 2025Q1: 51,616 shares; 2025Q2: 56,587 shares; 2025Q3: 56,761 shares 56,761 $27.5M 0.82% +174 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: 67,051 shares; 2024Q4: 68,313 shares; 2025Q1: 74,443 shares; 2025Q2: 79,403 shares; 2025Q3: 79,676 shares 79,676 $27.5M 0.82% +273 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: 23,212 shares; 2024Q4: 23,266 shares; 2025Q1: 26,101 shares; 2025Q2: 26,354 shares; 2025Q3: 29,814 shares 29,814 $27.4M 0.82% +3,460 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: 352,199 shares; 2024Q4: 356,087 shares; 2025Q1: 374,526 shares; 2025Q2: 365,707 shares; 2025Q3: 363,072 shares 363,072 $25.3M 0.76% -2,635 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: 160,112 shares; 2024Q4: 161,661 shares; 2025Q1: 160,605 shares; 2025Q2: 160,989 shares; 2025Q3: 158,931 shares 158,931 $24.7M 0.74% -2,058 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: 91,449 shares; 2024Q4: 92,322 shares; 2025Q1: 98,951 shares; 2025Q2: 102,062 shares; 2025Q3: 103,661 shares 103,661 $24.4M 0.73% +1,599 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: 114,138 shares; 2024Q4: 118,167 shares; 2025Q1: 117,602 shares; 2025Q2: 115,062 shares; 2025Q3: 112,994 shares 112,994 $24.4M 0.73% -2,068 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: 28,089 shares; 2024Q4: 28,210 shares; 2025Q1: 28,153 shares; 2025Q2: 29,083 shares; 2025Q3: 30,002 shares 30,002 $23.5M 0.7% +919 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: 47,976 shares; 2024Q4: 53,538 shares; 2025Q1: 60,061 shares; 2025Q2: 63,161 shares; 2025Q3: 65,431 shares 65,431 $23.1M 0.69% +2,270 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: 30,015 shares; 2024Q4: 29,795 shares; 2025Q1: 30,326 shares; 2025Q2: 30,612 shares; 2025Q3: 30,488 shares 30,488 $22.4M 0.67% -124 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: 23,182 shares; 2024Q4: 23,034 shares; 2025Q1: 23,404 shares; 2025Q2: 22,895 shares; 2025Q3: 24,014 shares 24,014 $22.2M 0.66% +1,119 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: 116,977 shares; 2024Q4: 131,760 shares; 2025Q1: 143,965 shares; 2025Q2: 153,848 shares; 2025Q3: 158,126 shares 158,126 $22.2M 0.66% +4,278 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,873 shares; 2024Q4: 106,870 shares; 2025Q1: 107,125 shares; 2025Q2: 108,106 shares; 2025Q3: 113,248 shares 113,248 $21.8M 0.65% +5,142 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: 76,417 shares; 2024Q4: 74,875 shares; 2025Q1: 71,931 shares; 2025Q2: 70,661 shares; 2025Q3: 69,797 shares 69,797 $20.5M 0.61% -864 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,098 shares; 2024Q4: 128,316 shares; 2025Q1: 138,214 shares; 2025Q2: 146,827 shares; 2025Q3: 149,811 shares 149,811 $20.2M 0.6% +2,984 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: 95,111 shares; 2024Q4: 97,856 shares; 2025Q1: 106,545 shares; 2025Q2: 105,981 shares; 2025Q3: 105,594 shares 105,594 $20M 0.6% -387 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,048 shares; 2024Q4: 87,744 shares; 2025Q1: 94,795 shares; 2025Q2: 104,704 shares; 2025Q3: 104,242 shares 104,242 $19.8M 0.59% -462 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,356 shares; 2024Q4: 415,163 shares; 2025Q1: 449,268 shares; 2025Q2: 466,560 shares; 2025Q3: 498,120 shares 498,120 $19.5M 0.58% +31,560 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: 198,580 shares; 2024Q4: 206,515 shares; 2025Q1: 206,516 shares; 2025Q2: 206,051 shares; 2025Q3: 205,628 shares 205,628 $19.4M 0.58% -423 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: 51,896 shares; 2024Q4: 53,131 shares; 2025Q1: 56,532 shares; 2025Q2: 62,612 shares; 2025Q3: 77,121 shares 77,121 $19M 0.57% +14,509 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: 523,331 shares; 2024Q4: 532,445 shares; 2025Q1: 538,274 shares; 2025Q2: 540,401 shares; 2025Q3: 534,411 shares 534,411 $19M 0.57% -5,990 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: 680,028 shares; 2024Q4: 670,238 shares; 2025Q1: 663,065 shares; 2025Q2: 651,405 shares; 2025Q3: 648,556 shares 648,556 $18.3M 0.55% -2,849 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: 69,531 shares; 2024Q4: 67,660 shares; 2025Q1: 65,163 shares; 2025Q2: 63,665 shares; 2025Q3: 61,439 shares 61,439 $18M 0.54% -2,226 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,464 shares; 2024Q4: 64,088 shares; 2025Q1: 63,842 shares; 2025Q2: 65,277 shares; 2025Q3: 65,941 shares 65,941 $18M 0.54% +664 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: 262,258 shares; 2024Q4: 278,232 shares; 2025Q1: 275,404 shares; 2025Q2: 266,897 shares; 2025Q3: 270,730 shares 270,730 $18M 0.54% +3,833 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,102 shares; 2024Q4: 429,971 shares; 2025Q1: 422,278 shares; 2025Q2: 420,554 shares; 2025Q3: 416,384 shares 416,384 $17.9M 0.53% -4,170 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,200 shares; 2024Q4: 123,496 shares; 2025Q1: 120,170 shares; 2025Q2: 117,893 shares; 2025Q3: 117,379 shares 117,379 $17.8M 0.53% -514 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: 393,649 shares; 2024Q4: 412,099 shares; 2025Q1: 410,035 shares; 2025Q2: 406,339 shares; 2025Q3: 404,510 shares 404,510 $17.8M 0.53% -1,829 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,864 shares; 2024Q4: 195,157 shares; 2025Q1: 186,365 shares; 2025Q2: 178,160 shares; 2025Q3: 173,454 shares 173,454 $16.9M 0.51% -4,706 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,589 shares; 2024Q4: 170,626 shares; 2025Q1: 168,852 shares; 2025Q2: 169,159 shares; 2025Q3: 169,042 shares 169,042 $16.6M 0.5% -117 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: 187,804 shares; 2024Q4: 181,823 shares; 2025Q1: 181,893 shares; 2025Q2: 173,986 shares; 2025Q3: 158,796 shares 158,796 $16.3M 0.49% -15,190 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,672 shares; 2024Q4: 492,124 shares; 2025Q1: 492,967 shares; 2025Q2: 497,765 shares; 2025Q3: 483,854 shares 483,854 $16.2M 0.49% -13,911 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: 59,035 shares; 2024Q4: 59,130 shares; 2025Q1: 58,138 shares; 2025Q2: 57,566 shares; 2025Q3: 57,473 shares 57,473 $16.2M 0.48% -93 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: 21,191 shares; 2024Q4: 21,224 shares; 2025Q1: 20,642 shares; 2025Q2: 20,547 shares; 2025Q3: 20,354 shares 20,354 $15.7M 0.47% -193 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: 69,624 shares; 2024Q4: 69,626 shares; 2025Q1: 67,809 shares; 2025Q2: 67,356 shares; 2025Q3: 66,371 shares 66,371 $15.4M 0.46% -985 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: 23,189 shares; 2024Q4: 23,524 shares; 2025Q1: 25,358 shares; 2025Q2: 29,531 shares; 2025Q3: 29,597 shares 29,597 $14.8M 0.44% +66 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,936 shares; 2024Q4: 151,614 shares; 2025Q1: 151,699 shares; 2025Q2: 148,581 shares; 2025Q3: 145,994 shares 145,994 $14.4M 0.43% -2,587 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: 42,370 shares; 2024Q4: 42,996 shares; 2025Q1: 41,834 shares; 2025Q2: 40,631 shares; 2025Q3: 41,086 shares 41,086 $14M 0.42% +455 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: 51,062 shares; 2024Q4: 51,756 shares; 2025Q1: 50,529 shares; 2025Q2: 48,741 shares; 2025Q3: 48,731 shares 48,731 $13.8M 0.41% -10 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: 391,122 shares; 2024Q4: 390,408 shares; 2025Q1: 394,749 shares; 2025Q2: 398,586 shares; 2025Q3: 423,536 shares 423,536 $13.3M 0.4% +24,950 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: 61,410 shares; 2024Q4: 61,635 shares; 2025Q1: 62,201 shares; 2025Q2: 61,689 shares; 2025Q3: 62,553 shares 62,553 $13.2M 0.39% +864 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: 171,535 shares; 2024Q4: 174,186 shares; 2025Q1: 174,304 shares; 2025Q2: 175,344 shares; 2025Q3: 173,793 shares 173,793 $13.1M 0.39% -1,551 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: 78,946 shares; 2024Q4: 78,235 shares; 2025Q1: 78,165 shares; 2025Q2: 78,705 shares; 2025Q3: 78,900 shares 78,900 $12.1M 0.36% +195 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: 155,235 shares; 2024Q4: 154,441 shares; 2025Q1: 154,456 shares; 2025Q2: 154,939 shares; 2025Q3: 152,342 shares 152,342 $11.9M 0.35% -2,597 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: 150,770 shares; 2024Q4: 152,629 shares; 2025Q1: 150,505 shares; 2025Q2: 148,130 shares; 2025Q3: 135,228 shares 135,228 $11.8M 0.35% -12,902 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: 25,893 shares; 2024Q4: 25,856 shares; 2025Q1: 25,252 shares; 2025Q2: 25,021 shares; 2025Q3: 24,718 shares 24,718 $11.7M 0.35% -303 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,633 shares; 2024Q4: 45,156 shares; 2025Q1: 46,518 shares; 2025Q2: 46,242 shares; 2025Q3: 45,773 shares 45,773 $11.6M 0.35% -469 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: 169,072 shares; 2024Q4: 167,301 shares; 2025Q1: 165,583 shares; 2025Q2: 160,895 shares; 2025Q3: 160,411 shares 160,411 $11.4M 0.34% -484 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: 97,638 shares; 2024Q4: 103,139 shares; 2025Q1: 100,837 shares; 2025Q2: 99,434 shares; 2025Q3: 98,323 shares 98,323 $11.1M 0.33% -1,111 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: 81,699 shares; 2024Q4: 82,381 shares; 2025Q1: 82,539 shares; 2025Q2: 82,411 shares; 2025Q3: 79,866 shares 79,866 $10.9M 0.32% -2,545 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: 124,308 shares; 2024Q4: 121,591 shares; 2025Q1: 120,233 shares; 2025Q2: 117,308 shares; 2025Q3: 114,936 shares 114,936 $10.7M 0.32% -2,372 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: 525,318 shares; 2024Q4: 478,218 shares; 2025Q1: 469,041 shares; 2025Q2: 465,146 shares; 2025Q3: 402,987 shares 402,987 $10.3M 0.31% -62,159 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,876 shares; 2024Q4: 94,734 shares; 2025Q1: 91,006 shares; 2025Q2: 86,054 shares; 2025Q3: 83,711 shares 83,711 $10.1M 0.3% -2,343 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 9,771 shares; 2025Q1: 56,540 shares; 2025Q2: 67,896 shares; 2025Q3: 71,040 shares 71,040 $10.1M 0.3% +3,144 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: 186,458 shares; 2024Q4: 228,612 shares; 2025Q1: 257,402 shares; 2025Q2: 265,317 shares; 2025Q3: 285,643 shares 285,643 $9.82M 0.29% +20,326 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: 18,811 shares; 2024Q4: 18,625 shares; 2025Q1: 18,245 shares; 2025Q2: 18,696 shares; 2025Q3: 18,730 shares 18,730 $9.42M 0.28% +34 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: 147,403 shares; 2024Q4: 144,152 shares; 2025Q1: 142,976 shares; 2025Q2: 141,514 shares; 2025Q3: 139,280 shares 139,280 $9.34M 0.28% -2,234 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: 40,766 shares; 2024Q4: 40,245 shares; 2025Q1: 39,720 shares; 2025Q2: 39,277 shares; 2025Q3: 31,056 shares 31,056 $9.33M 0.28% -8,221 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: 30,521 shares; 2024Q4: 30,081 shares; 2025Q1: 30,404 shares; 2025Q2: 30,148 shares; 2025Q3: 29,517 shares 29,517 $9.02M 0.27% -631 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: 163,614 shares; 2024Q4: 160,490 shares; 2025Q1: 158,803 shares; 2025Q2: 156,709 shares; 2025Q3: 150,622 shares 150,622 $9M 0.27% -6,087 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: 136,315 shares; 2024Q4: 142,757 shares; 2025Q1: 143,254 shares; 2025Q2: 142,437 shares; 2025Q3: 143,757 shares 143,757 $8.98M 0.27% +1,320 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: 46,203 shares; 2024Q4: 46,183 shares; 2025Q1: 46,053 shares; 2025Q2: 46,053 shares; 2025Q3: 45,688 shares 45,688 $8.73M 0.26% -365 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: 29,428 shares; 2024Q4: 29,928 shares; 2025Q1: 29,819 shares; 2025Q2: 31,531 shares; 2025Q3: 32,222 shares 32,222 $7.62M 0.23% +691 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: 25,454 shares; 2024Q4: 24,839 shares; 2025Q1: 24,915 shares; 2025Q2: 23,555 shares; 2025Q3: 22,580 shares 22,580 $7.41M 0.22% -975 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,320 shares; 2024Q4: 22,220 shares; 2025Q1: 22,285 shares; 2025Q2: 22,015 shares; 2025Q3: 21,909 shares 21,909 $7.06M 0.21% -106 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: 110,133 shares; 2024Q4: 113,124 shares; 2025Q1: 115,359 shares; 2025Q2: 116,527 shares; 2025Q3: 104,421 shares 104,421 $6.88M 0.21% -12,106 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: 1,149 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,204 shares; 2025Q3: 8,913 shares 8,913 $6.8M 0.2% +7,709 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: 128,614 shares; 2024Q4: 125,808 shares; 2025Q1: 120,918 shares; 2025Q2: 121,493 shares; 2025Q3: 122,861 shares 122,861 $6.66M 0.2% +1,368 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: 163,144 shares; 2024Q4: 159,571 shares; 2025Q1: 153,858 shares; 2025Q2: 153,453 shares; 2025Q3: 147,217 shares 147,217 $6.64M 0.2% -6,236 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: 95,178 shares; 2024Q4: 96,050 shares; 2025Q1: 95,635 shares; 2025Q2: 93,583 shares; 2025Q3: 92,702 shares 92,702 $6.63M 0.2% -881 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: 81,941 shares; 2024Q4: 82,448 shares; 2025Q1: 80,232 shares; 2025Q2: 78,317 shares; 2025Q3: 77,547 shares 77,547 $6.48M 0.19% -770 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: 65,217 shares; 2024Q4: 59,081 shares; 2025Q1: 45,449 shares; 2025Q2: 40,567 shares; 2025Q3: 39,875 shares 39,875 $6.47M 0.19% -692 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: 78,554 shares; 2024Q4: 74,992 shares; 2025Q1: 72,705 shares; 2025Q2: 70,880 shares; 2025Q3: 65,777 shares 65,777 $6.26M 0.19% -5,103 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: 22,916 shares; 2024Q4: 22,328 shares; 2025Q1: 21,170 shares; 2025Q2: 20,954 shares; 2025Q3: 20,652 shares 20,652 $6.21M 0.19% -302 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,242 shares; 2024Q4: 33,799 shares; 2025Q1: 31,797 shares; 2025Q2: 30,013 shares; 2025Q3: 29,134 shares 29,134 $5.72M 0.17% -879 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: 43,997 shares; 2024Q4: 43,713 shares; 2025Q1: 42,939 shares; 2025Q2: 42,088 shares; 2025Q3: 41,656 shares 41,656 $5.58M 0.17% -432 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,567 shares; 2024Q4: 78,567 shares; 2025Q1: 79,667 shares; 2025Q2: 77,905 shares; 2025Q3: 77,770 shares 77,770 $5.26M 0.16% -135 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: 7,987 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 7,193 shares; 2025Q3: 7,165 shares 7,165 $5.14M 0.15% -28 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: 45,846 shares; 2024Q4: 45,024 shares; 2025Q1: 44,591 shares; 2025Q2: 44,377 shares; 2025Q3: 44,422 shares 44,422 $4.98M 0.15% +45 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 26,130 shares; 2025Q1: 25,951 shares; 2025Q2: 25,574 shares; 2025Q3: 25,255 shares 25,255 $4.72M 0.14% -319 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: 15,023 shares; 2024Q4: 13,645 shares; 2025Q1: 6,898 shares; 2025Q2: 6,271 shares; 2025Q3: 7,410 shares 7,410 $4.54M 0.14% +1,139 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,725 shares; 2024Q4: 84,725 shares; 2025Q1: 84,725 shares; 2025Q2: 180,425 shares; 2025Q3: 179,820 shares 179,820 $4.42M 0.13% -605 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: 7,683 shares; 2024Q4: 7,668 shares; 2025Q1: 7,668 shares; 2025Q2: 7,668 shares; 2025Q3: 6,745 shares 6,745 $4.38M 0.13% -923 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: 17,725 shares; 2024Q4: 17,600 shares; 2025Q1: 17,233 shares; 2025Q2: 17,218 shares; 2025Q3: 17,402 shares 17,402 $4.21M 0.13% +184 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,245 shares; 2024Q4: 31,245 shares; 2025Q1: 31,245 shares; 2025Q2: 31,245 shares; 2025Q3: 31,242 shares 31,242 $4.11M 0.12% -3 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,754 shares; 2024Q4: 107,873 shares; 2025Q1: 99,783 shares; 2025Q2: 99,605 shares; 2025Q3: 93,000 shares 93,000 $4.02M 0.12% -6,605 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: 12,752 shares; 2024Q4: 12,658 shares; 2025Q1: 12,596 shares; 2025Q2: 12,691 shares; 2025Q3: 13,814 shares 13,814 $3.98M 0.12% +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: 24,940 shares; 2024Q4: 25,313 shares; 2025Q1: 25,810 shares; 2025Q2: 25,095 shares; 2025Q3: 23,835 shares 23,835 $3.96M 0.12% -1,260 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,980 shares; 2024Q4: 165,480 shares; 2025Q1: 153,525 shares; 2025Q2: 146,140 shares; 2025Q3: 141,300 shares 141,300 $3.91M 0.12% -4,840 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: 36,255 shares; 2024Q4: 37,214 shares; 2025Q1: 37,922 shares; 2025Q2: 38,837 shares; 2025Q3: 31,879 shares 31,879 $3.79M 0.11% -6,958 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: 26,454 shares; 2024Q4: 26,279 shares; 2025Q1: 25,394 shares; 2025Q2: 25,154 shares; 2025Q3: 24,186 shares 24,186 $3.75M 0.11% -968 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,462 shares; 2024Q4: 159,837 shares; 2025Q1: 153,127 shares; 2025Q2: 140,511 shares; 2025Q3: 129,436 shares 129,436 $3.67M 0.11% -11,075 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: 68,039 shares; 2024Q4: 69,225 shares; 2025Q1: 70,030 shares; 2025Q2: 70,937 shares; 2025Q3: 55,832 shares 55,832 $3.64M 0.11% -15,105 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: 45,978 shares; 2024Q4: 44,479 shares; 2025Q1: 43,965 shares; 2025Q2: 42,853 shares; 2025Q3: 39,917 shares 39,917 $3.58M 0.11% -2,936 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: 5,523 shares; 2024Q4: 5,417 shares; 2025Q1: 5,291 shares; 2025Q2: 5,291 shares; 2025Q3: 5,266 shares 5,266 $3.24M 0.1% -25 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,286 shares; 2024Q4: 76,395 shares; 2025Q1: 69,903 shares; 2025Q2: 67,425 shares; 2025Q3: 54,375 shares 54,375 $2.98M 0.09% -13,050 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: 47,850 shares; 2024Q4: 46,421 shares; 2025Q1: 48,635 shares; 2025Q2: 48,265 shares; 2025Q3: 48,265 shares 48,265 $2.88M 0.09% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,665 shares; 2024Q4: 160,390 shares; 2025Q1: 154,548 shares; 2025Q2: 148,469 shares; 2025Q3: 131,669 shares 131,669 $2.65M 0.08% -16,800 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: 5,259 shares; 2024Q4: 5,110 shares; 2025Q1: 4,474 shares; 2025Q2: 4,302 shares; 2025Q3: 4,297 shares 4,297 $2.58M 0.08% -5 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 23,888 shares; 2025Q1: 23,520 shares; 2025Q2: 23,260 shares; 2025Q3: 23,260 shares 23,260 $2.13M 0.06% 0 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,598 shares; 2024Q4: 36,448 shares; 2025Q1: 36,448 shares; 2025Q2: 36,428 shares; 2025Q3: 36,428 shares 36,428 $2M 0.06% 0 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: 38,173 shares; 2024Q4: 37,659 shares; 2025Q1: 37,049 shares; 2025Q2: 37,124 shares; 2025Q3: 36,929 shares 36,929 $1.97M 0.06% -195 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,095 shares; 2024Q4: 82,929 shares; 2025Q1: 73,360 shares; 2025Q2: 67,596 shares; 2025Q3: 54,003 shares 54,003 $1.84M 0.06% -13,593 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,932 shares; 2024Q4: 39,432 shares; 2025Q1: 37,246 shares; 2025Q2: 33,475 shares; 2025Q3: 29,401 shares 29,401 $1.79M 0.05% -4,074 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: 1,369 shares; 2024Q4: 1,381 shares; 2025Q1: 1,521 shares; 2025Q2: 1,495 shares; 2025Q3: 1,485 shares 1,485 $1.78M 0.05% -10 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,148 shares; 2024Q4: 105,322 shares; 2025Q1: 105,322 shares; 2025Q2: 104,618 shares; 2025Q3: 104,618 shares 104,618 $1.66M 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,870 shares; 2024Q4: 17,845 shares; 2025Q1: 17,585 shares; 2025Q2: 17,310 shares; 2025Q3: 16,850 shares 16,850 $1.63M 0.05% -460 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,524 shares; 2024Q4: 9,209 shares; 2025Q1: 9,096 shares; 2025Q2: 9,096 shares; 2025Q3: 8,566 shares 8,566 $1.46M 0.04% -530 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,249 shares; 2024Q4: 106,629 shares; 2025Q1: 103,379 shares; 2025Q2: 103,109 shares; 2025Q3: 99,872 shares 99,872 $1.46M 0.04% -3,237 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,413 shares; 2024Q4: 48,413 shares; 2025Q1: 48,413 shares; 2025Q2: 48,413 shares; 2025Q3: 48,413 shares 48,413 $1.46M 0.04% 0 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: 48,789 shares; 2024Q4: 45,232 shares; 2025Q1: 29,135 shares; 2025Q2: 23,445 shares; 2025Q3: 21,857 shares 21,857 $1.44M 0.04% -1,588 Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,300 shares; 2024Q4: 38,268 shares; 2025Q1: 38,268 shares; 2025Q2: 38,268 shares; 2025Q3: 38,268 shares 38,268 $1.41M 0.04% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,063 shares; 2024Q4: 21,063 shares; 2025Q1: 21,063 shares; 2025Q2: 21,063 shares; 2025Q3: 20,289 shares 20,289 $1.39M 0.04% -774 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: 26,632 shares; 2024Q4: 23,117 shares; 2025Q1: 17,980 shares; 2025Q2: 17,330 shares; 2025Q3: 17,004 shares 17,004 $1.33M 0.04% -326 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,728 shares; 2024Q4: 69,514 shares; 2025Q1: 69,487 shares; 2025Q2: 73,409 shares; 2025Q3: 67,119 shares 67,119 $1.31M 0.04% -6,290 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: 13,811 shares; 2024Q4: 12,759 shares; 2025Q1: 12,614 shares; 2025Q2: 12,138 shares; 2025Q3: 9,979 shares 9,979 $1.25M 0.04% -2,159 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,097 shares; 2024Q4: 29,097 shares; 2025Q1: 29,097 shares; 2025Q2: 29,097 shares; 2025Q3: 29,097 shares 29,097 $1.25M 0.04% 0 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 11,721 shares; 2025Q1: 11,561 shares; 2025Q2: 11,511 shares; 2025Q3: 11,511 shares 11,511 $1.24M 0.04% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,356 shares; 2024Q4: 58,256 shares; 2025Q1: 58,256 shares; 2025Q2: 58,256 shares; 2025Q3: 58,256 shares 58,256 $1.22M 0.04% 0 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: 5,088 shares; 2024Q4: 5,401 shares; 2025Q1: 5,371 shares; 2025Q2: 5,311 shares; 2025Q3: 4,789 shares 4,789 $1.18M 0.04% -522 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS 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: 49,611 shares; 2025Q1: 49,341 shares; 2025Q2: 49,895 shares; 2025Q3: 48,133 shares 48,133 $1.1M 0.03% -1,762 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 3,695 shares; 2025Q1: 3,695 shares; 2025Q2: 3,492 shares; 2025Q3: 3,472 shares 3,472 $1.08M 0.03% -20 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,130 shares; 2024Q4: 53,500 shares; 2025Q1: 53,200 shares; 2025Q2: 53,200 shares; 2025Q3: 53,200 shares 53,200 $1.07M 0.03% 0 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: 1,208 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,107 shares 1,107 $1.07M 0.03% -126 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: 2,476 shares; 2024Q4: 3,150 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 2,980 shares 2,980 $1.06M 0.03% -120 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: 1,755 shares; 2024Q4: 1,760 shares; 2025Q1: 1,644 shares; 2025Q2: 1,495 shares; 2025Q3: 1,485 shares 1,485 $989K 0.03% -10 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares 7,040 $988K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,564 shares; 2024Q4: 12,498 shares; 2025Q1: 12,493 shares; 2025Q2: 12,493 shares; 2025Q3: 12,024 shares 12,024 $986K 0.03% -469 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: 4,575 shares; 2024Q4: 4,475 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares 4,175 $986K 0.03% 0 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: 3,565 shares; 2024Q4: 3,665 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,479 shares 3,479 $978K 0.03% -61 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: 8,116 shares; 2024Q4: 9,177 shares; 2025Q1: 7,661 shares; 2025Q2: 7,795 shares; 2025Q3: 7,759 shares 7,759 $960K 0.03% -36 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: 1,550 shares; 2024Q4: 1,483 shares; 2025Q1: 1,628 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares 1,338 $914K 0.03% 0 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: 4,638 shares; 2024Q4: 4,594 shares; 2025Q1: 4,531 shares; 2025Q2: 4,647 shares; 2025Q3: 4,597 shares 4,597 $911K 0.03% -50 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: 1,709 shares; 2024Q4: 2,626 shares; 2025Q1: 2,036 shares; 2025Q2: 2,016 shares; 2025Q3: 1,944 shares 1,944 $911K 0.03% -72 Timeline IWO 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: 1,983 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,696 shares; 2025Q3: 2,821 shares 2,821 $903K 0.03% +125 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,719 shares; 2024Q4: 66,303 shares; 2025Q1: 64,087 shares; 2025Q2: 63,637 shares; 2025Q3: 63,637 shares 63,637 $867K 0.03% 0 Timeline PNRG PRIMEENERGY RESOURCES CORP More: the full row for PRIMEENERGY RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares 4,970 $830K 0.02% 0 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: 9,245 shares; 2024Q4: 10,245 shares; 2025Q1: 10,705 shares; 2025Q2: 10,799 shares; 2025Q3: 12,788 shares 12,788 $766K 0.02% +1,989 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,594 shares; 2024Q4: 24,862 shares; 2025Q1: 24,862 shares; 2025Q2: 24,862 shares; 2025Q3: 24,178 shares 24,178 $764K 0.02% -684 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: 59,585 shares; 2024Q4: 59,585 shares; 2025Q1: 59,585 shares; 2025Q2: 59,585 shares; 2025Q3: 59,584 shares 59,584 $763K 0.02% -1 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: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 0 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: 26,161 shares; 2024Q4: 14,162 shares; 2025Q1: 12,272 shares; 2025Q2: 9,972 shares; 2025Q3: 9,833 shares 9,833 $741K 0.02% -139 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 6,921 shares; 2025Q1: 6,846 shares; 2025Q2: 6,846 shares; 2025Q3: 6,846 shares 6,846 $737K 0.02% 0 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: 3,657 shares; 2024Q4: 3,657 shares; 2025Q1: 3,657 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares 3,657 $732K 0.02% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,245 shares; 2024Q4: 28,841 shares; 2025Q1: 24,640 shares; 2025Q2: 23,203 shares; 2025Q3: 19,775 shares 19,775 $698K 0.02% -3,428 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,776 shares; 2025Q1: 4,726 shares; 2025Q2: 4,651 shares; 2025Q3: 4,651 shares 4,651 $691K 0.02% 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: 24,160 shares; 2024Q4: 21,850 shares; 2025Q1: 21,850 shares; 2025Q2: 21,850 shares; 2025Q3: 21,850 shares 21,850 $683K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 11,710 shares; 2025Q1: 15,510 shares; 2025Q2: 11,128 shares; 2025Q3: 11,028 shares 11,028 $675K 0.02% -100 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,727 shares; 2025Q3: 5,506 shares 5,506 $665K 0.02% -221 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,963 shares; 2025Q1: 7,963 shares; 2025Q2: 7,963 shares; 2025Q3: 7,930 shares 7,930 $660K 0.02% -33 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: 4,592 shares; 2024Q4: 4,484 shares; 2025Q1: 4,440 shares; 2025Q2: 4,428 shares; 2025Q3: 3,793 shares 3,793 $656K 0.02% -635 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 3,850 shares 3,850 $652K 0.02% -200 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,480 shares; 2024Q4: 28,176 shares; 2025Q1: 27,523 shares; 2025Q2: 23,998 shares; 2025Q3: 23,056 shares 23,056 $624K 0.02% -942 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: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 3,190 shares; 2025Q2: 3,240 shares; 2025Q3: 3,190 shares 3,190 $615K 0.02% -50 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,266 shares; 2024Q4: 29,978 shares; 2025Q1: 29,978 shares; 2025Q2: 29,978 shares; 2025Q3: 29,978 shares 29,978 $606K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,390 shares; 2025Q1: 9,290 shares; 2025Q2: 9,290 shares; 2025Q3: 9,290 shares 9,290 $604K 0.02% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,423 shares; 2024Q4: 59,693 shares; 2025Q1: 58,943 shares; 2025Q2: 58,115 shares; 2025Q3: 53,585 shares 53,585 $572K 0.02% -4,530 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,096 shares 6,096 $571K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,430 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,347 shares 3,347 $570K 0.02% -50 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 7,675 shares; 2025Q1: 7,506 shares; 2025Q2: 7,506 shares; 2025Q3: 7,494 shares 7,494 $563K 0.02% -12 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: not reported; 2025Q3: 733 shares 733 $547K 0.02% new 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: 10,975 shares; 2024Q4: 11,775 shares; 2025Q1: 11,775 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares 11,775 $538K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,088 shares; 2025Q1: 6,018 shares; 2025Q2: 6,968 shares; 2025Q3: 6,912 shares 6,912 $505K 0.02% -56 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 4,919 shares; 2025Q2: 4,919 shares; 2025Q3: 4,919 shares 4,919 $489K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,515 shares; 2024Q4: 19,840 shares; 2025Q1: 16,315 shares; 2025Q2: 15,940 shares; 2025Q3: 15,498 shares 15,498 $477K 0.01% -442 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 5,685 shares; 2025Q1: 5,685 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares 5,760 $440K 0.01% 0 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,729 shares; 2024Q4: 97,545 shares; 2025Q1: 75,386 shares; 2025Q2: 46,815 shares; 2025Q3: 23,349 shares 23,349 $438K 0.01% -23,466 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,175 shares; 2024Q4: 18,649 shares; 2025Q1: 18,649 shares; 2025Q2: 18,649 shares; 2025Q3: 18,649 shares 18,649 $428K 0.01% 0 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: 5,961 shares; 2024Q4: 5,611 shares; 2025Q1: 5,229 shares; 2025Q2: 5,029 shares; 2025Q3: 4,864 shares 4,864 $411K 0.01% -165 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: 1,931 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,922 shares; 2025Q3: 2,017 shares 2,017 $405K 0.01% +95 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,032 shares; 2024Q4: 23,613 shares; 2025Q1: 20,109 shares; 2025Q2: 20,134 shares; 2025Q3: 17,788 shares 17,788 $405K 0.01% -2,346 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: 10,009 shares; 2024Q4: 10,944 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,269 shares 10,269 $403K 0.01% -175 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 16,950 shares; 2025Q1: 17,020 shares; 2025Q2: 16,834 shares; 2025Q3: 17,028 shares 17,028 $396K 0.01% +194 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,524 shares; 2024Q4: 35,758 shares; 2025Q1: 33,858 shares; 2025Q2: 32,358 shares; 2025Q3: 31,010 shares 31,010 $371K 0.01% -1,348 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 1,992 shares 1,992 $367K 0.01% -112 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: 2,000 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $365K 0.01% 0 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: 3,002 shares; 2024Q4: 3,002 shares; 2025Q1: 2,852 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares 2,652 $354K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 6,528 shares; 2025Q1: 6,528 shares; 2025Q2: 6,778 shares; 2025Q3: 6,828 shares 6,828 $337K 0.01% +50 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,880 shares; 2024Q4: 15,580 shares; 2025Q1: 15,580 shares; 2025Q2: 15,580 shares; 2025Q3: 15,580 shares 15,580 $331K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 953 shares 953 $325K 0.01% +80 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,057 shares; 2025Q3: 1,041 shares 1,041 $320K 0.01% -16 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $320K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 659 shares; 2025Q1: 859 shares; 2025Q2: 649 shares; 2025Q3: 649 shares 649 $318K 0.01% 0 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: 7,728 shares; 2024Q4: 7,728 shares; 2025Q1: 7,728 shares; 2025Q2: 7,644 shares; 2025Q3: 7,656 shares 7,656 $316K 0.01% +12 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,366 shares; 2025Q1: 2,566 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares 2,536 $315K 0.01% 0 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: 886 shares; 2024Q4: 886 shares; 2025Q1: 861 shares; 2025Q2: 801 shares; 2025Q3: 703 shares 703 $313K 0.01% -98 Timeline IJJ 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares 2,380 $309K 0.01% 0 Timeline SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; 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: 30,769 shares; 2025Q3: 30,769 shares 30,769 $304K 0.01% 0 Timeline ICLN 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: 21,743 shares; 2024Q4: 19,968 shares; 2025Q1: 20,583 shares; 2025Q2: 18,773 shares; 2025Q3: 18,813 shares 18,813 $291K 0.01% +40 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 1,795 shares 1,795 $290K 0.01% -506 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,948 shares; 2025Q1: 4,948 shares; 2025Q2: 4,948 shares; 2025Q3: 4,948 shares 4,948 $282K 0.01% 0 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares 2,900 $278K 0.01% 0 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: 2,208 shares; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares 2,208 $275K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,379 shares; 2024Q4: 22,562 shares; 2025Q1: 22,562 shares; 2025Q2: 22,562 shares; 2025Q3: 22,562 shares 22,562 $275K 0.01% 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 552 shares; 2025Q2: 444 shares; 2025Q3: 404 shares 404 $270K 0.01% -40 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,042 shares; 2025Q1: 12,042 shares; 2025Q2: 12,142 shares; 2025Q3: 12,142 shares 12,142 $270K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,451 shares 1,451 $256K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $249K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,970 shares; 2025Q3: 4,550 shares 4,550 $246K 0.01% +580 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 5,092 shares; 2025Q1: 5,092 shares; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares 4,977 $244K 0.01% 0 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: 2,800 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $241K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: 1,010 shares; 2025Q3: 885 shares 885 $239K 0.01% -125 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares 2,340 $235K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares 1,692 $234K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,318 shares 8,318 $227K 0.01% new Timeline IJT 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $226K 0.01% 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: not reported; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares 939 $225K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,286 shares; 2025Q2: 3,886 shares; 2025Q3: 4,126 shares 4,126 $219K 0.01% +240 Timeline EEMV 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $217K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $215K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares 2,044 $214K 0.01% new Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,442 shares; 2024Q4: 19,882 shares; 2025Q1: 19,882 shares; 2025Q2: 19,882 shares; 2025Q3: 19,882 shares 19,882 $163K <0.01% 0 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,625 shares; 2025Q1: 16,425 shares; 2025Q2: 16,425 shares; 2025Q3: 12,866 shares 12,866 $122K <0.01% -3,559 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 11,786 shares; 2025Q1: 11,786 shares; 2025Q2: 11,786 shares; 2025Q3: 11,786 shares 11,786 $120K <0.01% 0 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: 11,006 shares; 2024Q4: 10,481 shares; 2025Q1: 10,432 shares; 2025Q2: 10,263 shares; 2025Q3: 10,266 shares 10,266 $102K <0.01% +3 Timeline DTST DATA STORAGE CORP More: the full row for DATA STORAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 25,000 shares; 2025Q1: 21,400 shares; 2025Q2: 20,000 shares; 2025Q3: 16,728 shares 16,728 $72K <0.01% -3,272 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,250 shares; 2025Q1: 16,250 shares; 2025Q2: 16,250 shares; 2025Q3: 10,673 shares 10,673 $43K <0.01% -5,577 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,736 shares; 2024Q4: 10,571 shares; 2025Q1: 10,571 shares; 2025Q2: 10,571 shares; 2025Q3: 10,571 shares 10,571 $33K <0.01% 0 Timeline