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: 306,591 shares; 2024Q4: 302,261 shares; 2025Q1: 286,079 shares; 2025Q2: 289,689 shares; 2025Q3: 286,941 shares 286,941 $149M 5.66% -2,748 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: 565,671 shares; 2024Q4: 568,781 shares; 2025Q1: 571,895 shares; 2025Q2: 592,215 shares; 2025Q3: 586,745 shares 586,745 $143M 5.43% -5,470 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: 2,557,570 shares; 2024Q4: 2,555,953 shares; 2025Q1: 1,970,170 shares; 2025Q2: 1,978,324 shares; 2025Q3: 1,967,766 shares 1,967,766 $140M 5.35% -10,558 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: 413,181 shares; 2024Q4: 414,329 shares; 2025Q1: 448,414 shares; 2025Q2: 498,516 shares; 2025Q3: 527,531 shares 527,531 $134M 5.12% +29,015 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: 430,449 shares; 2024Q4: 449,476 shares; 2025Q1: 481,443 shares; 2025Q2: 483,998 shares; 2025Q3: 492,225 shares 492,225 $91.8M 3.5% +8,227 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: 194,059 shares; 2024Q4: 190,070 shares; 2025Q1: 183,089 shares; 2025Q2: 181,421 shares; 2025Q3: 180,593 shares 180,593 $90.8M 3.46% -828 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: 712,184 shares; 2024Q4: 686,300 shares; 2025Q1: 678,683 shares; 2025Q2: 667,628 shares; 2025Q3: 650,259 shares 650,259 $80.6M 3.07% -17,369 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: 94,570 shares; 2024Q4: 95,433 shares; 2025Q1: 95,403 shares; 2025Q2: 95,915 shares; 2025Q3: 97,335 shares 97,335 $71.5M 2.72% +1,420 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: 480,221 shares; 2024Q4: 468,950 shares; 2025Q1: 450,788 shares; 2025Q2: 433,845 shares; 2025Q3: 432,475 shares 432,475 $62.5M 2.38% -1,370 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: 71,395 shares; 2024Q4: 73,394 shares; 2025Q1: 140,331 shares; 2025Q2: 232,323 shares; 2025Q3: 282,441 shares 282,441 $62M 2.36% +50,118 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: 185,548 shares; 2024Q4: 183,249 shares; 2025Q1: 177,319 shares; 2025Q2: 178,412 shares; 2025Q3: 178,634 shares 178,634 $61M 2.32% +222 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: 27,484 shares; 2024Q4: 27,868 shares; 2025Q1: 30,575 shares; 2025Q2: 464,349 shares; 2025Q3: 466,877 shares 466,877 $50.3M 1.92% +2,528 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,824 shares; 2024Q4: 105,169 shares; 2025Q1: 103,794 shares; 2025Q2: 102,421 shares; 2025Q3: 101,117 shares 101,117 $49.2M 1.87% -1,304 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,082 shares; 2024Q4: 167,619 shares; 2025Q1: 169,534 shares; 2025Q2: 168,589 shares; 2025Q3: 168,096 shares 168,096 $46.1M 1.76% -493 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: 211,132 shares; 2024Q4: 218,154 shares; 2025Q1: 212,119 shares; 2025Q2: 210,800 shares; 2025Q3: 209,809 shares 209,809 $46.1M 1.75% -991 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: 32,054 shares; 2024Q4: 35,214 shares; 2025Q1: 58,622 shares; 2025Q2: 70,601 shares; 2025Q3: 70,986 shares 70,986 $43.6M 1.66% +385 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: 206,205 shares; 2024Q4: 203,825 shares; 2025Q1: 196,801 shares; 2025Q2: 195,007 shares; 2025Q3: 195,448 shares 195,448 $37.9M 1.44% +441 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: 352,227 shares; 2024Q4: 351,490 shares; 2025Q1: 357,931 shares; 2025Q2: 360,211 shares; 2025Q3: 365,781 shares 365,781 $37.7M 1.44% +5,570 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,850 shares; 2024Q4: 87,461 shares; 2025Q1: 97,132 shares; 2025Q2: 97,379 shares; 2025Q3: 99,995 shares 99,995 $37M 1.41% +2,616 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,255 shares; 2024Q4: 118,893 shares; 2025Q1: 114,824 shares; 2025Q2: 110,429 shares; 2025Q3: 91,112 shares 91,112 $36.8M 1.4% -19,317 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: 77,673 shares; 2024Q4: 79,771 shares; 2025Q1: 78,809 shares; 2025Q2: 75,177 shares; 2025Q3: 75,731 shares 75,731 $36.8M 1.4% +554 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: 185,438 shares; 2024Q4: 189,929 shares; 2025Q1: 189,324 shares; 2025Q2: 175,508 shares; 2025Q3: 178,155 shares 178,155 $35.4M 1.35% +2,647 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: 54,663 shares; 2024Q4: 54,459 shares; 2025Q1: 53,323 shares; 2025Q2: 52,812 shares; 2025Q3: 52,273 shares 52,273 $34.9M 1.33% -539 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,199 shares; 2024Q4: 91,215 shares; 2025Q1: 81,213 shares; 2025Q2: 79,982 shares; 2025Q3: 78,269 shares 78,269 $33.3M 1.27% -1,713 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,879 shares; 2024Q4: 1,198,800 shares; 2025Q1: 1,194,473 shares; 2025Q2: 1,236,100 shares; 2025Q3: 1,330,402 shares 1,330,402 $32.3M 1.23% +94,302 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: 16,486 shares; 2024Q4: 16,544 shares; 2025Q1: 16,146 shares; 2025Q2: 13,845 shares; 2025Q3: 13,228 shares 13,228 $30.9M 1.18% -617 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,854 shares; 2024Q4: 49,965 shares; 2025Q1: 47,882 shares; 2025Q2: 47,100 shares; 2025Q3: 46,651 shares 46,651 $29.8M 1.14% -449 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,170 shares; 2024Q4: 926,674 shares; 2025Q1: 955,817 shares; 2025Q2: 1,017,452 shares; 2025Q3: 1,126,598 shares 1,126,598 $28.8M 1.1% +109,146 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808,513 shares; 2024Q4: 966,180 shares; 2025Q1: 1,005,030 shares; 2025Q2: 1,056,059 shares; 2025Q3: 1,172,950 shares 1,172,950 $28.5M 1.09% +116,891 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,663 shares; 2024Q4: 189,848 shares; 2025Q1: 199,907 shares; 2025Q2: 198,655 shares; 2025Q3: 198,363 shares 198,363 $27.6M 1.05% -292 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,722 shares; 2024Q4: 97,672 shares; 2025Q1: 97,107 shares; 2025Q2: 96,749 shares; 2025Q3: 97,274 shares 97,274 $27.5M 1.05% +525 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: 93,408 shares; 2024Q4: 92,822 shares; 2025Q1: 91,842 shares; 2025Q2: 91,320 shares; 2025Q3: 93,076 shares 93,076 $27.5M 1.05% +1,756 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: 22,553 shares; 2024Q4: 22,811 shares; 2025Q1: 26,100 shares; 2025Q2: 26,306 shares; 2025Q3: 28,573 shares 28,573 $26.3M 1% +2,267 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,075 shares; 2024Q4: 16,063 shares; 2025Q1: 18,449 shares; 2025Q2: 19,172 shares; 2025Q3: 19,247 shares 19,247 $25.4M 0.97% +75 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,124 shares; 2024Q4: 962,942 shares; 2025Q1: 989,283 shares; 2025Q2: 978,740 shares; 2025Q3: 973,740 shares 973,740 $24.5M 0.93% -5,000 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: 110,534 shares; 2024Q4: 118,164 shares; 2025Q1: 148,643 shares; 2025Q2: 158,127 shares; 2025Q3: 159,285 shares 159,285 $24.5M 0.93% +1,158 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: 229,027 shares; 2024Q4: 203,184 shares; 2025Q1: 237,637 shares; 2025Q2: 243,613 shares; 2025Q3: 245,910 shares 245,910 $24.1M 0.92% +2,297 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: 166,988 shares; 2024Q4: 142,952 shares; 2025Q1: 134,618 shares; 2025Q2: 139,238 shares; 2025Q3: 151,032 shares 151,032 $23.5M 0.89% +11,794 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: 222,850 shares; 2024Q4: 229,030 shares; 2025Q1: 230,030 shares; 2025Q2: 230,030 shares; 2025Q3: 182,530 shares 182,530 $20.5M 0.78% -47,500 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,512 shares; 2024Q4: 603,672 shares; 2025Q1: 747,461 shares; 2025Q2: 794,261 shares; 2025Q3: 868,989 shares 868,989 $20.4M 0.78% +74,728 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,081 shares; 2024Q4: 302,174 shares; 2025Q1: 309,451 shares; 2025Q2: 308,242 shares; 2025Q3: 303,039 shares 303,039 $20.3M 0.77% -5,203 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 15,437 shares; 2025Q1: 26,688 shares; 2025Q2: 31,795 shares; 2025Q3: 35,685 shares 35,685 $20.1M 0.76% +3,890 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: 64,255 shares; 2024Q4: 64,068 shares; 2025Q1: 64,756 shares; 2025Q2: 64,708 shares; 2025Q3: 64,599 shares 64,599 $19.5M 0.74% -109 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,360 shares; 2024Q4: 276,132 shares; 2025Q1: 220,150 shares; 2025Q2: 217,800 shares; 2025Q3: 203,944 shares 203,944 $19M 0.72% -13,856 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: 139,393 shares; 2024Q4: 139,146 shares; 2025Q1: 137,645 shares; 2025Q2: 156,667 shares; 2025Q3: 154,077 shares 154,077 $17.4M 0.66% -2,590 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: 40,038 shares; 2024Q4: 39,585 shares; 2025Q1: 39,887 shares; 2025Q2: 40,042 shares; 2025Q3: 34,570 shares 34,570 $17.1M 0.65% -5,472 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 16,468 shares; 2025Q1: 16,468 shares; 2025Q2: 16,468 shares; 2025Q3: 16,468 shares 16,468 $15.4M 0.59% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,519 shares; 2024Q4: 411,131 shares; 2025Q1: 562,248 shares; 2025Q2: 623,340 shares; 2025Q3: 692,153 shares 692,153 $15.3M 0.58% +68,813 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: 132,918 shares; 2024Q4: 103,034 shares; 2025Q1: 74,439 shares; 2025Q2: 70,052 shares; 2025Q3: 74,668 shares 74,668 $13.8M 0.53% +4,616 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: 197,245 shares; 2024Q4: 195,145 shares; 2025Q1: 166,010 shares; 2025Q2: 160,671 shares; 2025Q3: 160,608 shares 160,608 $13.3M 0.51% -63 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: 61,278 shares; 2024Q4: 104,932 shares; 2025Q1: 133,036 shares; 2025Q2: 138,957 shares; 2025Q3: 137,709 shares 137,709 $12.3M 0.47% -1,248 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: 35,294 shares; 2024Q4: 37,737 shares; 2025Q1: 43,752 shares; 2025Q2: 47,629 shares; 2025Q3: 47,044 shares 47,044 $11.5M 0.44% -585 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: 36,290 shares; 2024Q4: 34,519 shares; 2025Q1: 37,657 shares; 2025Q2: 35,994 shares; 2025Q3: 35,766 shares 35,766 $11.3M 0.43% -228 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: 15,912 shares; 2024Q4: 15,862 shares; 2025Q1: 15,968 shares; 2025Q2: 15,948 shares; 2025Q3: 15,948 shares 15,948 $9.81M 0.37% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 17 shares; 2025Q1: 14 shares; 2025Q2: 13 shares; 2025Q3: 13 shares 13 $9.8M 0.37% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,780 shares; 2025Q2: 230,535 shares; 2025Q3: 251,501 shares 251,501 $9.68M 0.37% +20,966 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: 41,354 shares; 2024Q4: 43,337 shares; 2025Q1: 44,328 shares; 2025Q2: 46,073 shares; 2025Q3: 55,015 shares 55,015 $9.4M 0.36% +8,942 Timeline IBMQ 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: 170,415 shares; 2024Q4: 299,415 shares; 2025Q1: 332,915 shares; 2025Q2: 338,675 shares; 2025Q3: 360,520 shares 360,520 $9.24M 0.35% +21,845 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: 9,290 shares; 2024Q4: 9,266 shares; 2025Q1: 9,904 shares; 2025Q2: 9,748 shares; 2025Q3: 9,814 shares 9,814 $9.08M 0.35% +66 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,792 shares; 2024Q4: 105,811 shares; 2025Q1: 99,243 shares; 2025Q2: 96,330 shares; 2025Q3: 89,900 shares 89,900 $9.05M 0.34% -6,430 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,490 shares; 2024Q4: 122,344 shares; 2025Q1: 124,185 shares; 2025Q2: 129,126 shares; 2025Q3: 134,465 shares 134,465 $7.68M 0.29% +5,339 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: 20,770 shares; 2024Q4: 20,720 shares; 2025Q1: 20,720 shares; 2025Q2: 20,863 shares; 2025Q3: 20,968 shares 20,968 $7.45M 0.28% +105 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,013 shares; 2024Q4: 77,951 shares; 2025Q1: 77,040 shares; 2025Q2: 77,974 shares; 2025Q3: 72,383 shares 72,383 $6.96M 0.27% -5,591 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,497 shares; 2024Q4: 165,892 shares; 2025Q1: 241,900 shares; 2025Q2: 303,344 shares; 2025Q3: 316,231 shares 316,231 $6.71M 0.26% +12,887 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: 23,484 shares; 2024Q4: 23,579 shares; 2025Q1: 28,503 shares; 2025Q2: 28,491 shares; 2025Q3: 28,777 shares 28,777 $6.66M 0.25% +286 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: 31,442 shares; 2024Q4: 30,511 shares; 2025Q1: 42,147 shares; 2025Q2: 42,338 shares; 2025Q3: 44,896 shares 44,896 $6.01M 0.23% +2,558 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: 17,685 shares; 2024Q4: 17,685 shares; 2025Q1: 17,493 shares; 2025Q2: 17,502 shares; 2025Q3: 17,797 shares 17,797 $5.86M 0.22% +295 Timeline IUSV 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: 54,270 shares; 2024Q4: 54,270 shares; 2025Q1: 54,270 shares; 2025Q2: 54,270 shares; 2025Q3: 54,270 shares 54,270 $5.42M 0.21% 0 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: 16,481 shares; 2024Q4: 15,810 shares; 2025Q1: 15,401 shares; 2025Q2: 14,997 shares; 2025Q3: 14,083 shares 14,083 $5.27M 0.2% -914 Timeline IBMP 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: 160,414 shares; 2024Q4: 164,864 shares; 2025Q1: 176,600 shares; 2025Q2: 185,945 shares; 2025Q3: 195,710 shares 195,710 $4.99M 0.19% +9,765 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,705 shares; 2024Q4: 165,355 shares; 2025Q1: 181,686 shares; 2025Q2: 188,806 shares; 2025Q3: 192,756 shares 192,756 $4.95M 0.19% +3,950 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,409 shares; 2024Q4: 108,012 shares; 2025Q1: 106,976 shares; 2025Q2: 98,446 shares; 2025Q3: 94,903 shares 94,903 $4.68M 0.18% -3,543 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: 69,015 shares; 2024Q4: 70,679 shares; 2025Q1: 71,406 shares; 2025Q2: 69,929 shares; 2025Q3: 69,109 shares 69,109 $4.62M 0.18% -820 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: 7,617 shares; 2024Q4: 7,544 shares; 2025Q1: 12,708 shares; 2025Q2: 17,076 shares; 2025Q3: 16,205 shares 16,205 $4.57M 0.17% -871 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: 37,551 shares; 2024Q4: 37,247 shares; 2025Q1: 35,660 shares; 2025Q2: 31,681 shares; 2025Q3: 31,668 shares 31,668 $4.45M 0.17% -13 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: 9,139 shares; 2024Q4: 8,969 shares; 2025Q1: 8,969 shares; 2025Q2: 8,882 shares; 2025Q3: 9,108 shares 9,108 $4.27M 0.16% +226 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: 4,881 shares; 2024Q4: 4,842 shares; 2025Q1: 6,527 shares; 2025Q2: 6,632 shares; 2025Q3: 7,265 shares 7,265 $4.13M 0.16% +633 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,010 shares; 2024Q4: 29,402 shares; 2025Q1: 21,587 shares; 2025Q2: 21,587 shares; 2025Q3: 21,594 shares 21,594 $4.1M 0.16% +7 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: 38,956 shares; 2024Q4: 40,400 shares; 2025Q1: 38,463 shares; 2025Q2: 45,090 shares; 2025Q3: 46,301 shares 46,301 $3.92M 0.15% +1,211 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: 89,253 shares; 2024Q4: 88,058 shares; 2025Q1: 77,719 shares; 2025Q2: 76,149 shares; 2025Q3: 72,333 shares 72,333 $3.92M 0.15% -3,816 Timeline IBTG 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: 46,620 shares; 2024Q4: 87,847 shares; 2025Q1: 145,368 shares; 2025Q2: 157,661 shares; 2025Q3: 164,988 shares 164,988 $3.79M 0.14% +7,327 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: 13,272 shares; 2024Q4: 14,227 shares; 2025Q1: 20,562 shares; 2025Q2: 21,442 shares; 2025Q3: 22,504 shares 22,504 $3.77M 0.14% +1,062 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,483 shares; 2024Q4: 72,753 shares; 2025Q1: 68,735 shares; 2025Q2: 70,298 shares; 2025Q3: 72,560 shares 72,560 $3.68M 0.14% +2,262 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: 2,874 shares; 2024Q4: 3,417 shares; 2025Q1: 4,669 shares; 2025Q2: 12,746 shares; 2025Q3: 14,393 shares 14,393 $3.55M 0.14% +1,647 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,300 shares; 2024Q4: 74,300 shares; 2025Q1: 49,800 shares; 2025Q2: 49,800 shares; 2025Q3: 49,800 shares 49,800 $3.47M 0.13% 0 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: 7,046 shares; 2024Q4: 7,005 shares; 2025Q1: 8,018 shares; 2025Q2: 8,115 shares; 2025Q3: 8,430 shares 8,430 $3.42M 0.13% +315 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,440 shares; 2024Q4: 26,494 shares; 2025Q1: 26,184 shares; 2025Q2: 25,653 shares; 2025Q3: 24,551 shares 24,551 $3.22M 0.12% -1,102 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,925 shares; 2025Q1: 124,700 shares; 2025Q2: 125,243 shares; 2025Q3: 161,528 shares 161,528 $3.21M 0.12% +36,285 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: 6,901 shares; 2024Q4: 7,817 shares; 2025Q1: 7,817 shares; 2025Q2: 6,875 shares; 2025Q3: 6,725 shares 6,725 $3.21M 0.12% -150 Timeline IBMR 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: 39,354 shares; 2024Q4: 42,354 shares; 2025Q1: 98,654 shares; 2025Q2: 86,746 shares; 2025Q3: 123,101 shares 123,101 $3.14M 0.12% +36,355 Timeline IBTJ 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: 39,178 shares; 2025Q1: 132,066 shares; 2025Q2: 138,377 shares; 2025Q3: 139,095 shares 139,095 $3.05M 0.12% +718 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,292 shares; 2024Q4: 34,502 shares; 2025Q1: 26,010 shares; 2025Q2: 25,000 shares; 2025Q3: 23,706 shares 23,706 $3M 0.11% -1,294 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 38,147 shares; 2025Q1: 39,770 shares; 2025Q2: 39,970 shares; 2025Q3: 40,190 shares 40,190 $2.92M 0.11% +220 Timeline IBTI 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: 37,949 shares; 2025Q1: 114,663 shares; 2025Q2: 124,988 shares; 2025Q3: 125,556 shares 125,556 $2.81M 0.11% +568 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: 2,176 shares; 2024Q4: 2,198 shares; 2025Q1: 2,288 shares; 2025Q2: 2,287 shares; 2025Q3: 2,319 shares 2,319 $2.78M 0.11% +32 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,218 shares; 2024Q4: 21,477 shares; 2025Q1: 20,867 shares; 2025Q2: 20,083 shares; 2025Q3: 19,983 shares 19,983 $2.72M 0.1% -100 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: 9,214 shares; 2024Q4: 8,837 shares; 2025Q1: 8,763 shares; 2025Q2: 8,837 shares; 2025Q3: 8,820 shares 8,820 $2.68M 0.1% -17 Timeline IBTH 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: 25,575 shares; 2024Q4: 61,495 shares; 2025Q1: 96,951 shares; 2025Q2: 114,338 shares; 2025Q3: 117,379 shares 117,379 $2.64M 0.1% +3,041 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,104 shares; 2024Q4: 91,313 shares; 2025Q1: 106,747 shares; 2025Q2: 112,620 shares; 2025Q3: 112,627 shares 112,627 $2.63M 0.1% +7 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: 7,449 shares; 2024Q4: 7,942 shares; 2025Q1: 7,450 shares; 2025Q2: 7,501 shares; 2025Q3: 7,830 shares 7,830 $2.58M 0.1% +329 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: 16,316 shares; 2024Q4: 16,298 shares; 2025Q1: 16,298 shares; 2025Q2: 16,074 shares; 2025Q3: 15,639 shares 15,639 $2.49M 0.09% -435 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: 16,258 shares; 2024Q4: 21,944 shares; 2025Q1: 35,790 shares; 2025Q2: 36,220 shares; 2025Q3: 36,057 shares 36,057 $2.47M 0.09% -163 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,180 shares; 2024Q4: 29,187 shares; 2025Q1: 29,120 shares; 2025Q2: 29,936 shares; 2025Q3: 31,089 shares 31,089 $2.42M 0.09% +1,153 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,715 shares; 2024Q4: 17,566 shares; 2025Q1: 17,314 shares; 2025Q2: 17,075 shares; 2025Q3: 16,698 shares 16,698 $2.37M 0.09% -377 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: 10,760 shares; 2025Q1: 11,982 shares; 2025Q2: 11,682 shares; 2025Q3: 11,694 shares 11,694 $2.36M 0.09% +12 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: 8,588 shares; 2024Q4: 12,488 shares; 2025Q1: 16,488 shares; 2025Q2: 16,488 shares; 2025Q3: 16,688 shares 16,688 $2.35M 0.09% +200 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: 3,839 shares; 2024Q4: 3,584 shares; 2025Q1: 3,408 shares; 2025Q2: 3,175 shares; 2025Q3: 3,034 shares 3,034 $2.31M 0.09% -141 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: 32,630 shares; 2024Q4: 32,339 shares; 2025Q1: 32,194 shares; 2025Q2: 29,349 shares; 2025Q3: 27,694 shares 27,694 $2.28M 0.09% -1,655 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: 9,425 shares; 2024Q4: 10,900 shares; 2025Q1: 7,800 shares; 2025Q2: 7,687 shares; 2025Q3: 7,657 shares 7,657 $2.26M 0.09% -30 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: 3,868 shares; 2024Q4: 3,411 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,338 shares 3,338 $2.23M 0.09% -98 Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,608 shares; 2024Q4: 262,608 shares; 2025Q1: 282,808 shares; 2025Q2: 285,308 shares; 2025Q3: 330,673 shares 330,673 $2.16M 0.08% +45,365 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 8,964 shares; 2025Q2: 8,799 shares; 2025Q3: 8,199 shares 8,199 $2.15M 0.08% -600 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,450 shares; 2024Q4: 77,200 shares; 2025Q1: 82,200 shares; 2025Q2: 81,020 shares; 2025Q3: 79,140 shares 79,140 $2.12M 0.08% -1,880 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: 113,044 shares; 2024Q4: 116,426 shares; 2025Q1: 9,918 shares; 2025Q2: 9,380 shares; 2025Q3: 8,880 shares 8,880 $2.1M 0.08% -500 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: 8,123 shares; 2024Q4: 8,180 shares; 2025Q1: 7,711 shares; 2025Q2: 7,295 shares; 2025Q3: 7,266 shares 7,266 $2.04M 0.08% -29 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: 37,224 shares; 2024Q4: 37,683 shares; 2025Q1: 37,668 shares; 2025Q2: 37,593 shares; 2025Q3: 38,993 shares 38,993 $2.01M 0.08% +1,400 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,511 shares; 2024Q4: 11,342 shares; 2025Q1: 11,248 shares; 2025Q2: 11,488 shares; 2025Q3: 10,682 shares 10,682 $2M 0.08% -806 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: 61,317 shares; 2024Q4: 60,561 shares; 2025Q1: 37,906 shares; 2025Q2: 37,758 shares; 2025Q3: 37,236 shares 37,236 $1.99M 0.08% -522 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,125 shares; 2024Q4: 24,755 shares; 2025Q1: 25,602 shares; 2025Q2: 24,902 shares; 2025Q3: 24,402 shares 24,402 $1.95M 0.07% -500 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,243 shares 4,243 $1.93M 0.07% +243 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,220 shares; 2025Q1: 9,220 shares; 2025Q2: 9,220 shares; 2025Q3: 9,302 shares 9,302 $1.91M 0.07% +82 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: 5,720 shares; 2024Q4: 5,935 shares; 2025Q1: 7,635 shares; 2025Q2: 7,447 shares; 2025Q3: 7,456 shares 7,456 $1.9M 0.07% +9 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,053 shares; 2024Q4: 20,287 shares; 2025Q1: 19,682 shares; 2025Q2: 20,022 shares; 2025Q3: 19,011 shares 19,011 $1.81M 0.07% -1,011 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: 13,294 shares; 2024Q4: 13,810 shares; 2025Q1: 13,874 shares; 2025Q2: 13,941 shares; 2025Q3: 13,941 shares 13,941 $1.8M 0.07% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 16,118 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares 16,000 $1.79M 0.07% 0 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: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 2,939 shares; 2025Q3: 2,849 shares 2,849 $1.71M 0.07% -90 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 4,202 shares; 2025Q1: 4,184 shares; 2025Q2: 3,734 shares; 2025Q3: 3,781 shares 3,781 $1.69M 0.06% +47 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,340 shares; 2024Q4: 52,340 shares; 2025Q1: 52,340 shares; 2025Q2: 52,240 shares; 2025Q3: 52,040 shares 52,040 $1.68M 0.06% -200 Timeline IBTL 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: 30,323 shares; 2025Q1: 79,340 shares; 2025Q2: 79,462 shares; 2025Q3: 79,462 shares 79,462 $1.63M 0.06% 0 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: 9,047 shares; 2024Q4: 9,047 shares; 2025Q1: 9,047 shares; 2025Q2: 8,692 shares; 2025Q3: 8,692 shares 8,692 $1.63M 0.06% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,396 shares; 2024Q4: 13,396 shares; 2025Q1: 13,196 shares; 2025Q2: 12,528 shares; 2025Q3: 12,528 shares 12,528 $1.59M 0.06% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 9,040 shares; 2025Q1: 9,040 shares; 2025Q2: 9,042 shares; 2025Q3: 9,042 shares 9,042 $1.59M 0.06% 0 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: 20,371 shares; 2024Q4: 20,355 shares; 2025Q1: 20,393 shares; 2025Q2: 20,210 shares; 2025Q3: 20,131 shares 20,131 $1.51M 0.06% -79 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: 18,566 shares; 2024Q4: 18,314 shares; 2025Q1: 18,314 shares; 2025Q2: 17,980 shares; 2025Q3: 17,980 shares 17,980 $1.5M 0.06% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares 6,422 $1.43M 0.05% 0 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: 18,077 shares; 2024Q4: 15,397 shares; 2025Q1: 15,301 shares; 2025Q2: 14,853 shares; 2025Q3: 14,926 shares 14,926 $1.41M 0.05% +73 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,347 shares 53,347 $1.41M 0.05% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,741 shares; 2024Q4: 13,833 shares; 2025Q1: 13,949 shares; 2025Q2: 15,125 shares; 2025Q3: 13,949 shares 13,949 $1.4M 0.05% -1,176 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: 12,154 shares; 2024Q4: 12,078 shares; 2025Q1: 12,078 shares; 2025Q2: 11,683 shares; 2025Q3: 11,695 shares 11,695 $1.39M 0.05% +12 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: 59,337 shares; 2024Q4: 62,501 shares; 2025Q1: 48,283 shares; 2025Q2: 42,913 shares; 2025Q3: 53,303 shares 53,303 $1.36M 0.05% +10,390 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: 8,523 shares; 2024Q4: 6,596 shares; 2025Q1: 6,596 shares; 2025Q2: 7,096 shares; 2025Q3: 7,096 shares 7,096 $1.33M 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 4,057 shares; 2025Q1: 4,856 shares; 2025Q2: 5,854 shares; 2025Q3: 4,586 shares 4,586 $1.32M 0.05% -1,268 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: 5,770 shares; 2024Q4: 5,754 shares; 2025Q1: 5,657 shares; 2025Q2: 4,906 shares; 2025Q3: 4,686 shares 4,686 $1.32M 0.05% -220 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: 2,515 shares; 2024Q4: 2,711 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,669 shares 2,669 $1.31M 0.05% +58 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,700 shares; 2024Q4: 82,700 shares; 2025Q1: 82,700 shares; 2025Q2: 82,700 shares; 2025Q3: 82,700 shares 82,700 $1.28M 0.05% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,502 shares; 2025Q2: 32,890 shares; 2025Q3: 49,093 shares 49,093 $1.26M 0.05% +16,203 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: 20,423 shares; 2024Q4: 20,817 shares; 2025Q1: 9,870 shares; 2025Q2: 38,279 shares; 2025Q3: 37,279 shares 37,279 $1.25M 0.05% -1,000 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: 1,384 shares; 2024Q4: 1,390 shares; 2025Q1: 1,396 shares; 2025Q2: 1,574 shares; 2025Q3: 1,807 shares 1,807 $1.23M 0.05% +233 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $1.23M 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 13,086 shares; 2025Q1: 11,065 shares; 2025Q2: 11,065 shares; 2025Q3: 11,065 shares 11,065 $1.23M 0.05% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,071 shares; 2024Q4: 20,071 shares; 2025Q1: 19,671 shares; 2025Q2: 19,071 shares; 2025Q3: 17,271 shares 17,271 $1.22M 0.05% -1,800 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: 5,377 shares; 2024Q4: 5,062 shares; 2025Q1: 4,447 shares; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares 4,298 $1.17M 0.04% 0 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: 3,946 shares; 2024Q4: 3,896 shares; 2025Q1: 3,282 shares; 2025Q2: 3,102 shares; 2025Q3: 3,128 shares 3,128 $1.1M 0.04% +26 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: 19,594 shares; 2024Q4: 19,732 shares; 2025Q1: 29,267 shares; 2025Q2: 26,507 shares; 2025Q3: 24,260 shares 24,260 $1.09M 0.04% -2,247 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: 16,665 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,665 shares; 2025Q3: 16,665 shares 16,665 $1.09M 0.04% 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: 11,600 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares 11,600 $1.04M 0.04% 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: 5,697 shares; 2024Q4: 5,685 shares; 2025Q1: 5,685 shares; 2025Q2: 5,685 shares; 2025Q3: 5,685 shares 5,685 $1.01M 0.04% 0 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: 2,890 shares; 2024Q4: 2,821 shares; 2025Q1: 2,943 shares; 2025Q2: 2,875 shares; 2025Q3: 3,475 shares 3,475 $981K 0.04% +600 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,949 shares; 2025Q1: 8,949 shares; 2025Q2: 11,949 shares; 2025Q3: 11,949 shares 11,949 $970K 0.04% 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: 19,923 shares; 2024Q4: 17,330 shares; 2025Q1: 16,319 shares; 2025Q2: 16,089 shares; 2025Q3: 15,998 shares 15,998 $959K 0.04% -91 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,378 shares; 2025Q1: 17,458 shares; 2025Q2: 14,843 shares; 2025Q3: 14,719 shares 14,719 $957K 0.04% -124 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: 16,750 shares; 2024Q4: 16,149 shares; 2025Q1: 15,549 shares; 2025Q2: 15,549 shares; 2025Q3: 13,149 shares 13,149 $941K 0.04% -2,400 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: 6,972 shares; 2024Q4: 5,854 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares 5,854 $908K 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: 2,681 shares; 2024Q4: 2,645 shares; 2025Q1: 4,645 shares; 2025Q2: 4,741 shares; 2025Q3: 4,702 shares 4,702 $864K 0.03% -39 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: not reported; 2024Q4: 9,768 shares; 2025Q1: 9,768 shares; 2025Q2: 10,331 shares; 2025Q3: 10,331 shares 10,331 $847K 0.03% 0 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: 1,729 shares; 2024Q4: 1,768 shares; 2025Q1: 3,464 shares; 2025Q2: 3,448 shares; 2025Q3: 3,560 shares 3,560 $845K 0.03% +112 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: 7,269 shares; 2024Q4: 6,761 shares; 2025Q1: 8,873 shares; 2025Q2: 9,165 shares; 2025Q3: 9,641 shares 9,641 $816K 0.03% +476 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: 29,103 shares; 2024Q4: 29,103 shares; 2025Q1: 29,037 shares; 2025Q2: 21,887 shares; 2025Q3: 21,887 shares 21,887 $777K 0.03% 0 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: 5,009 shares; 2024Q4: 7,974 shares; 2025Q1: 9,739 shares; 2025Q2: 10,094 shares; 2025Q3: 10,199 shares 10,199 $770K 0.03% +105 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,725 shares; 2025Q1: 1,975 shares; 2025Q2: 1,776 shares; 2025Q3: 1,918 shares 1,918 $751K 0.03% +142 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 32,240 shares; 2025Q1: 32,240 shares; 2025Q2: 32,240 shares; 2025Q3: 32,240 shares 32,240 $749K 0.03% 0 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: 2,357 shares; 2024Q4: 2,391 shares; 2025Q1: 2,391 shares; 2025Q2: 2,384 shares; 2025Q3: 2,408 shares 2,408 $735K 0.03% +24 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: 2,126 shares; 2024Q4: 2,133 shares; 2025Q1: 2,126 shares; 2025Q2: 2,216 shares; 2025Q3: 2,205 shares 2,205 $732K 0.03% -11 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: 4,850 shares; 2024Q4: 4,949 shares; 2025Q1: 4,849 shares; 2025Q2: 4,799 shares; 2025Q3: 4,837 shares 4,837 $719K 0.03% +38 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 11,311 shares; 2025Q1: 9,800 shares; 2025Q2: 14,050 shares; 2025Q3: 14,048 shares 14,048 $708K 0.03% -2 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: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 5,891 shares; 2025Q2: 5,621 shares; 2025Q3: 5,621 shares 5,621 $706K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,629 shares; 2024Q4: 31,121 shares; 2025Q1: 30,896 shares; 2025Q2: 29,940 shares; 2025Q3: 28,308 shares 28,308 $702K 0.03% -1,632 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $698K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,452 shares; 2025Q1: 3,058 shares; 2025Q2: 2,952 shares; 2025Q3: 3,429 shares 3,429 $698K 0.03% +477 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares 3,221 $698K 0.03% 0 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: 2,195 shares; 2024Q4: 1,562 shares; 2025Q1: 3,830 shares; 2025Q2: 3,364 shares; 2025Q3: 3,300 shares 3,300 $695K 0.03% -64 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,406 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,602 shares 3,602 $686K 0.03% -6 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares 2,277 $684K 0.03% 0 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: 1,582 shares; 2024Q4: 1,598 shares; 2025Q1: 1,371 shares; 2025Q2: 1,430 shares; 2025Q3: 1,414 shares 1,414 $672K 0.03% -16 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: 28,985 shares; 2024Q4: 27,653 shares; 2025Q1: 16,242 shares; 2025Q2: 16,056 shares; 2025Q3: 15,368 shares 15,368 $667K 0.03% -688 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,137 shares; 2025Q1: 3,035 shares; 2025Q2: 2,688 shares; 2025Q3: 2,608 shares 2,608 $655K 0.02% -80 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,087 shares 1,087 $650K 0.02% -410 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: 116,157 shares; 2024Q4: 106,979 shares; 2025Q1: 4,716 shares; 2025Q2: 4,340 shares; 2025Q3: 4,246 shares 4,246 $645K 0.02% -94 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $642K 0.02% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,988 shares; 2024Q4: 39,988 shares; 2025Q1: 39,988 shares; 2025Q2: 26,988 shares; 2025Q3: 35,270 shares 35,270 $640K 0.02% +8,282 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,488 shares; 2025Q1: 3,510 shares; 2025Q2: 3,285 shares; 2025Q3: 3,346 shares 3,346 $626K 0.02% +61 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: 5,793 shares; 2024Q4: 5,349 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 5,100 shares 5,100 $584K 0.02% +150 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: 2,794 shares; 2024Q4: 2,801 shares; 2025Q1: 2,794 shares; 2025Q2: 2,794 shares; 2025Q3: 2,798 shares 2,798 $573K 0.02% +4 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares 6,800 $572K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,750 shares; 2025Q1: 6,000 shares; 2025Q2: 1,900 shares; 2025Q3: 3,075 shares 3,075 $561K 0.02% +1,175 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,740 shares; 2025Q1: 5,097 shares; 2025Q2: 5,350 shares; 2025Q3: 3,424 shares 3,424 $555K 0.02% -1,926 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: 6,956 shares; 2024Q4: 6,079 shares; 2025Q1: 8,774 shares; 2025Q2: 7,366 shares; 2025Q3: 7,710 shares 7,710 $541K 0.02% +344 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: 8,814 shares; 2024Q4: 8,907 shares; 2025Q1: 7,000 shares; 2025Q2: 7,046 shares; 2025Q3: 7,000 shares 7,000 $537K 0.02% -46 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: 7,944 shares; 2024Q4: 7,376 shares; 2025Q1: 6,031 shares; 2025Q2: 5,753 shares; 2025Q3: 5,714 shares 5,714 $534K 0.02% -39 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: 2,716 shares; 2024Q4: 2,714 shares; 2025Q1: 2,564 shares; 2025Q2: 2,464 shares; 2025Q3: 2,164 shares 2,164 $513K 0.02% -300 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares 1,053 $502K 0.02% 0 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: 2,316 shares; 2024Q4: 2,223 shares; 2025Q1: 2,140 shares; 2025Q2: 1,606 shares; 2025Q3: 2,016 shares 2,016 $488K 0.02% +410 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,153 shares; 2025Q1: 5,196 shares; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares 5,196 $487K 0.02% 0 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: 4,457 shares; 2024Q4: 4,457 shares; 2025Q1: 4,542 shares; 2025Q2: 6,249 shares; 2025Q3: 6,247 shares 6,247 $487K 0.02% -2 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: 22,036 shares; 2024Q4: 21,113 shares; 2025Q1: 18,057 shares; 2025Q2: 16,047 shares; 2025Q3: 15,389 shares 15,389 $484K 0.02% -658 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,891 shares; 2025Q1: 3,400 shares; 2025Q2: 4,070 shares; 2025Q3: 5,026 shares 5,026 $440K 0.02% +956 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: 6,066 shares; 2024Q4: 6,053 shares; 2025Q1: 5,047 shares; 2025Q2: 4,913 shares; 2025Q3: 5,133 shares 5,133 $429K 0.02% +220 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 1,831 shares; 2025Q1: 1,728 shares; 2025Q2: 1,622 shares; 2025Q3: 1,509 shares 1,509 $421K 0.02% -113 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: 6,007 shares; 2024Q4: 15,621 shares; 2025Q1: 15,332 shares; 2025Q2: 15,332 shares; 2025Q3: 15,326 shares 15,326 $418K 0.02% -6 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: not reported; 2025Q1: 5,468 shares; 2025Q2: 5,468 shares; 2025Q3: 5,468 shares 5,468 $418K 0.02% 0 Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,040 shares; 2025Q1: 22,080 shares; 2025Q2: 22,080 shares; 2025Q3: 22,080 shares 22,080 $407K 0.02% 0 Timeline VXF 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: 1,960 shares; 2024Q4: 1,956 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,900 shares 1,900 $398K 0.02% -6 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: 517 shares; 2024Q4: 518 shares; 2025Q1: 464 shares; 2025Q2: 369 shares; 2025Q3: 364 shares 364 $393K 0.01% -5 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares 910 $384K 0.01% 0 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: 10,858 shares; 2024Q4: 11,735 shares; 2025Q1: 8,673 shares; 2025Q2: 8,443 shares; 2025Q3: 8,338 shares 8,338 $366K 0.01% -105 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares 189 $361K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,430 shares; 2025Q1: 6,048 shares; 2025Q2: 4,748 shares; 2025Q3: 3,498 shares 3,498 $361K 0.01% -1,250 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; 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: 3,558 shares; 2025Q3: 6,383 shares 6,383 $357K 0.01% +2,825 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,180 shares 2,180 $354K 0.01% -56 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175 $346K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 1,231 shares 1,231 $345K 0.01% +129 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: 4,756 shares; 2024Q4: 1,952 shares; 2025Q1: 2,077 shares; 2025Q2: 2,091 shares; 2025Q3: 2,060 shares 2,060 $343K 0.01% -31 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: 2,253 shares; 2024Q4: 2,594 shares; 2025Q1: 2,045 shares; 2025Q2: 2,137 shares; 2025Q3: 2,341 shares 2,341 $343K 0.01% +204 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500 $342K 0.01% new 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: 5,720 shares; 2024Q4: 5,720 shares; 2025Q1: 5,720 shares; 2025Q2: 5,720 shares; 2025Q3: 5,720 shares 5,720 $339K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $336K 0.01% 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: 363 shares; 2024Q4: 389 shares; 2025Q1: 366 shares; 2025Q2: 334 shares; 2025Q3: 347 shares 347 $336K 0.01% +13 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 644 shares; 2025Q3: 444 shares 444 $332K 0.01% -200 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: 5,416 shares; 2024Q4: 3,516 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 3,416 shares 3,416 $330K 0.01% -100 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: 2,448 shares; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 2,663 shares; 2025Q3: 2,353 shares 2,353 $327K 0.01% -310 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: 10,835 shares; 2024Q4: 13,225 shares; 2025Q1: 12,176 shares; 2025Q2: 9,549 shares; 2025Q3: 9,444 shares 9,444 $327K 0.01% -105 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,768 shares 32,768 $325K 0.01% new Timeline IBHF 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: 13,740 shares; 2024Q4: 13,740 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares 13,740 $321K 0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,048 shares; 2025Q1: 3,048 shares; 2025Q2: 3,010 shares; 2025Q3: 3,058 shares 3,058 $319K 0.01% +48 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares 1,298 $318K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 899 shares; 2025Q1: 888 shares; 2025Q2: 877 shares; 2025Q3: 915 shares 915 $317K 0.01% +38 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,700 shares; 2025Q3: 3,320 shares 3,320 $313K 0.01% +620 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 4,979 shares; 2025Q1: 4,979 shares; 2025Q2: 4,712 shares; 2025Q3: 4,712 shares 4,712 $308K 0.01% 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: 7,109 shares; 2024Q4: 6,780 shares; 2025Q1: 6,162 shares; 2025Q2: 6,353 shares; 2025Q3: 4,553 shares 4,553 $306K 0.01% -1,800 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: 6,445 shares; 2024Q4: 6,396 shares; 2025Q1: 4,045 shares; 2025Q2: 4,173 shares; 2025Q3: 5,409 shares 5,409 $300K 0.01% +1,236 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares 3,300 $300K 0.01% 0 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: 2,469 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 3,252 shares; 2025Q3: 3,252 shares 3,252 $297K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,974 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares 1,931 $294K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,477 shares; 2025Q1: 2,640 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares 2,510 $291K 0.01% 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: 1,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 1,172 shares 1,172 $288K 0.01% +290 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,134 shares; 2024Q4: 8,734 shares; 2025Q1: 8,673 shares; 2025Q2: 8,273 shares; 2025Q3: 8,273 shares 8,273 $285K 0.01% 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: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares 8,950 $280K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,279 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,727 shares 2,727 $279K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 4,029 shares 4,029 $272K 0.01% -1 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 29,454 shares; 2025Q1: 28,121 shares; 2025Q2: 35,121 shares; 2025Q3: 35,121 shares 35,121 $271K 0.01% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 10,257 shares; 2025Q1: 10,257 shares; 2025Q2: 10,257 shares; 2025Q3: 10,257 shares 10,257 $266K 0.01% 0 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: 1,918 shares; 2024Q4: 2,366 shares; 2025Q1: not reported; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares 1,838 $261K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,772 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares 2,845 $256K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,841 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares 1,868 $254K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,757 shares; 2025Q1: 1,672 shares; 2025Q2: 1,458 shares; 2025Q3: 1,052 shares 1,052 $252K 0.01% -406 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares 2,174 $242K 0.01% new 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: 2,840 shares; 2024Q4: 2,846 shares; 2025Q1: 2,530 shares; 2025Q2: 2,511 shares; 2025Q3: 2,475 shares 2,475 $242K 0.01% -36 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: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares 8,750 $239K 0.01% 0 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: 3,335 shares; 2024Q4: 3,271 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,510 shares 3,510 $235K 0.01% +510 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: 5,536 shares; 2024Q4: 5,852 shares; 2025Q1: 5,778 shares; 2025Q2: 6,578 shares; 2025Q3: 3,936 shares 3,936 $235K 0.01% -2,642 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,434 shares; 2025Q3: 1,395 shares 1,395 $233K 0.01% -39 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 623 shares; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 623 shares 623 $228K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,620 shares; 2025Q1: not reported; 2025Q2: 1,995 shares; 2025Q3: 2,087 shares 2,087 $223K 0.01% +92 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: 9,199 shares; 2024Q4: 9,205 shares; 2025Q1: 7,273 shares; 2025Q2: 7,238 shares; 2025Q3: 3,423 shares 3,423 $216K 0.01% -3,815 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares 5,700 $215K 0.01% 0 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: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,324 shares 1,324 $214K 0.01% new 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: 5,724 shares; 2024Q4: 5,724 shares; 2025Q1: 5,724 shares; 2025Q2: 5,724 shares; 2025Q3: 4,724 shares 4,724 $212K 0.01% -1,000 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 3,775 shares; 2025Q1: 3,175 shares; 2025Q2: 2,975 shares; 2025Q3: 2,750 shares 2,750 $208K 0.01% -225 Timeline DSI 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: 1,630 shares 1,630 $205K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 710 shares; 2025Q2: 698 shares; 2025Q3: 630 shares 630 $203K 0.01% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650 $201K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $192K 0.01% 0 Timeline VHI VALHI INC NEW More: the full row for VALHI INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $158K 0.01% 0 Timeline DVS DOLLY VARDEN SILVER CORP More: the full row for DOLLY VARDEN SILVER 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: 15,900 shares 15,900 $79.7K <0.01% new Timeline