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: 119,136 shares; 2024Q4: 112,138 shares; 2025Q1: 113,031 shares; 2025Q2: 115,552 shares; 2025Q3: 111,406 shares 111,406 $52.2M 8.86% -4,146 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,269 shares; 2024Q4: 335,642 shares; 2025Q1: 392,629 shares; 2025Q2: 334,003 shares; 2025Q3: 331,728 shares 331,728 $47.2M 8.02% -2,275 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,688 shares; 2024Q4: 95,914 shares; 2025Q1: 115,655 shares; 2025Q2: not reported; 2025Q3: 5,357,968 shares 5,357,968 $32.6M 5.54% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,194 shares; 2024Q4: 85,612 shares; 2025Q1: 88,017 shares; 2025Q2: 95,050 shares; 2025Q3: 96,919 shares 96,919 $18.7M 3.17% +1,869 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,842 shares; 2024Q4: 174,905 shares; 2025Q1: 257,247 shares; 2025Q2: 317,803 shares; 2025Q3: 353,983 shares 353,983 $18.2M 3.08% +36,180 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,915 shares; 2024Q4: 169,822 shares; 2025Q1: 175,883 shares; 2025Q2: 186,076 shares; 2025Q3: 194,677 shares 194,677 $17M 2.88% +8,601 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: 182,071 shares; 2024Q4: 561,993 shares; 2025Q1: 592,085 shares; 2025Q2: 574,846 shares; 2025Q3: 561,365 shares 561,365 $15.3M 2.6% -13,481 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,923 shares; 2024Q4: 104,486 shares; 2025Q1: 115,249 shares; 2025Q2: 116,007 shares; 2025Q3: 123,148 shares 123,148 $14.8M 2.52% +7,141 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,272 shares; 2024Q4: 27,137 shares; 2025Q1: 28,788 shares; 2025Q2: 26,932 shares; 2025Q3: 25,539 shares 25,539 $13.2M 2.24% -1,393 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: 14,960 shares; 2024Q4: 14,815 shares; 2025Q1: 15,666 shares; 2025Q2: 15,673 shares; 2025Q3: 18,526 shares 18,526 $12.4M 2.1% +2,853 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,871 shares; 2024Q4: 22,473 shares; 2025Q1: 27,089 shares; 2025Q2: 25,911 shares; 2025Q3: 124,494 shares 124,494 $11.9M 2.01% +98,583 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: 1,736,650 shares; 2024Q4: 43,441 shares; 2025Q1: 47,251 shares; 2025Q2: 44,690 shares; 2025Q3: 44,904 shares 44,904 $11.4M 1.94% +214 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 16,033 shares; 2025Q1: 11,809 shares; 2025Q2: not reported; 2025Q3: 427,281 shares 427,281 $11.2M 1.91% new 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: 180,228 shares; 2024Q4: 180,498 shares; 2025Q1: 174,833 shares; 2025Q2: 179,073 shares; 2025Q3: 178,941 shares 178,941 $10.7M 1.82% -132 Timeline IMCG 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: 112,763 shares; 2024Q4: 113,762 shares; 2025Q1: 123,849 shares; 2025Q2: 122,662 shares; 2025Q3: 127,487 shares 127,487 $10.3M 1.75% +4,825 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363,311 shares; 2025Q1: 350,111 shares; 2025Q2: 350,111 shares; 2025Q3: 350,111 shares 350,111 $9.8M 1.66% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,892 shares; 2024Q4: 189,758 shares; 2025Q1: 178,904 shares; 2025Q2: 182,962 shares; 2025Q3: 185,885 shares 185,885 $8.7M 1.48% +2,923 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,253 shares; 2024Q4: 274,756 shares; 2025Q1: 271,557 shares; 2025Q2: 263,300 shares; 2025Q3: 263,374 shares 263,374 $8.4M 1.43% +74 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: 40,142 shares; 2024Q4: 19,634 shares; 2025Q1: 29,789 shares; 2025Q2: 26,045 shares; 2025Q3: 25,245 shares 25,245 $7.96M 1.35% -800 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,865 shares; 2024Q4: 92,279 shares; 2025Q1: 91,406 shares; 2025Q2: 106,841 shares; 2025Q3: 109,041 shares 109,041 $7.42M 1.26% +2,200 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: 19,324 shares; 2024Q4: 25,969 shares; 2025Q1: 20,182 shares; 2025Q2: 28,319 shares; 2025Q3: 36,387 shares 36,387 $6.43M 1.09% +8,068 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: 8,392 shares; 2024Q4: 8,694 shares; 2025Q1: 8,552 shares; 2025Q2: 9,772 shares; 2025Q3: 10,706 shares 10,706 $6.43M 1.09% +934 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: 34,116 shares; 2024Q4: 34,276 shares; 2025Q1: 33,901 shares; 2025Q2: 34,026 shares; 2025Q3: 34,160 shares 34,160 $6.37M 1.08% +134 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: 23,104 shares; 2024Q4: 23,292 shares; 2025Q1: 27,114 shares; 2025Q2: 29,687 shares; 2025Q3: 25,875 shares 25,875 $6.29M 1.07% -3,812 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: 6,860 shares; 2024Q4: 6,934 shares; 2025Q1: 7,182 shares; 2025Q2: 9,032 shares; 2025Q3: 8,310 shares 8,310 $5.09M 0.86% -722 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: 15,999 shares; 2024Q4: 17,599 shares; 2025Q1: 21,554 shares; 2025Q2: 22,972 shares; 2025Q3: 22,251 shares 22,251 $4.89M 0.83% -721 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,460 shares; 2024Q4: 31,722 shares; 2025Q1: 43,923 shares; 2025Q2: 43,493 shares; 2025Q3: 54,263 shares 54,263 $4.85M 0.82% +10,770 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,691 shares; 2025Q1: 9,821 shares; 2025Q2: 11,145 shares; 2025Q3: 10,041 shares 10,041 $4.82M 0.82% -1,104 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,618 shares; 2024Q4: 105,554 shares; 2025Q1: 247,458 shares; 2025Q2: 61,461 shares; 2025Q3: 61,461 shares 61,461 $4.69M 0.8% 0 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: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 9,695 shares; 2025Q2: 9,701 shares; 2025Q3: 10,890 shares 10,890 $3.87M 0.66% +1,189 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,600 shares; 2024Q4: 60,565 shares; 2025Q1: 63,455 shares; 2025Q2: 86,465 shares; 2025Q3: 72,349 shares 72,349 $3.65M 0.62% -14,116 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: 4,132,870 shares; 2024Q4: 6,496 shares; 2025Q1: 6,109 shares; 2025Q2: 6,128 shares; 2025Q3: 4,759 shares 4,759 $3.49M 0.59% -1,369 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: 11,970 shares; 2024Q4: 12,633 shares; 2025Q1: 16,096 shares; 2025Q2: 18,836 shares; 2025Q3: 18,578 shares 18,578 $3.47M 0.59% -258 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: 297,722 shares; 2024Q4: 6,864 shares; 2025Q1: 7,046 shares; 2025Q2: 7,496 shares; 2025Q3: 6,531 shares 6,531 $3.28M 0.56% -965 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,392 shares; 2025Q1: 16,898 shares; 2025Q2: 9,381 shares; 2025Q3: 9,362 shares 9,362 $3.09M 0.52% -19 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: 52,783 shares; 2024Q4: 33,346 shares; 2025Q1: 38,329 shares; 2025Q2: 51,169 shares; 2025Q3: 53,671 shares 53,671 $2.87M 0.49% +2,502 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: 10,767 shares; 2024Q4: 10,689 shares; 2025Q1: 10,837 shares; 2025Q2: 10,819 shares; 2025Q3: 10,817 shares 10,817 $2.82M 0.48% -2 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,000 shares 55,000 $2.81M 0.48% new 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: 169,189 shares; 2024Q4: 16,169 shares; 2025Q1: 16,729 shares; 2025Q2: 11,328 shares; 2025Q3: 11,285 shares 11,285 $2.61M 0.44% -43 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,857 shares; 2024Q4: 170,306 shares; 2025Q1: 170,306 shares; 2025Q2: 166,260 shares; 2025Q3: 85,335 shares 85,335 $2.51M 0.43% -80,925 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: 16,970 shares; 2024Q4: 7,450 shares; 2025Q1: 9,679 shares; 2025Q2: 8,212 shares; 2025Q3: 8,126 shares 8,126 $2.47M 0.42% -86 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: 5,468 shares; 2024Q4: 5,850 shares; 2025Q1: 6,069 shares; 2025Q2: 8,433 shares; 2025Q3: 8,411 shares 8,411 $2.05M 0.35% -22 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: not reported; 2024Q4: not reported; 2025Q1: 12,159 shares; 2025Q2: 5,860 shares; 2025Q3: 5,862 shares 5,862 $2.03M 0.34% +2 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: 12,999 shares; 2024Q4: 20,094 shares; 2025Q1: 19,144 shares; 2025Q2: 19,601 shares; 2025Q3: 19,515 shares 19,515 $1.96M 0.33% -86 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,168 shares; 2025Q2: 17,168 shares; 2025Q3: 16,934 shares 16,934 $1.92M 0.33% -234 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,278 shares; 2024Q4: 28,356 shares; 2025Q1: 27,820 shares; 2025Q2: 24,966 shares; 2025Q3: 19,487 shares 19,487 $1.86M 0.32% -5,479 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: not reported; 2024Q4: not reported; 2025Q1: 6,889 shares; 2025Q2: 6,706 shares; 2025Q3: 6,306 shares 6,306 $1.85M 0.31% -400 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 67,480 shares; 2025Q1: 67,312 shares; 2025Q2: 70,743 shares; 2025Q3: 43,520 shares 43,520 $1.83M 0.31% -27,223 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: 6,720 shares; 2024Q4: 30,456 shares; 2025Q1: 8,249 shares; 2025Q2: 18,374 shares; 2025Q3: 19,482 shares 19,482 $1.82M 0.31% +1,108 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: 107,880 shares; 2024Q4: 12,882 shares; 2025Q1: 12,882 shares; 2025Q2: 12,882 shares; 2025Q3: 12,807 shares 12,807 $1.81M 0.31% -75 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,458 shares; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares 13,458 $1.74M 0.29% 0 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: 114,032 shares; 2024Q4: 19,987 shares; 2025Q1: 17,014 shares; 2025Q2: 12,929 shares; 2025Q3: 12,929 shares 12,929 $1.73M 0.29% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,320 shares; 2024Q4: 23,326 shares; 2025Q1: 23,224 shares; 2025Q2: 26,311 shares; 2025Q3: 19,496 shares 19,496 $1.73M 0.29% -6,815 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,932 shares; 2025Q1: 14,973 shares; 2025Q2: 14,587 shares; 2025Q3: 14,205 shares 14,205 $1.71M 0.29% -382 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: 20,672 shares; 2024Q4: 12,459 shares; 2025Q1: 5,871 shares; 2025Q2: 5,871 shares; 2025Q3: 5,871 shares 5,871 $1.66M 0.28% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,035 shares; 2024Q4: 46,109 shares; 2025Q1: 37,184 shares; 2025Q2: 23,230 shares; 2025Q3: 24,072 shares 24,072 $1.65M 0.28% +842 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: 694,167 shares; 2024Q4: 3,708 shares; 2025Q1: 2,061 shares; 2025Q2: 2,172 shares; 2025Q3: 2,150 shares 2,150 $1.64M 0.28% -22 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: 613,412 shares; 2024Q4: 28,550 shares; 2025Q1: 19,883 shares; 2025Q2: 19,520 shares; 2025Q3: 18,729 shares 18,729 $1.57M 0.27% -791 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,793 shares; 2025Q1: 7,793 shares; 2025Q2: 7,793 shares; 2025Q3: 7,793 shares 7,793 $1.55M 0.26% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,465 shares; 2025Q1: 7,176 shares; 2025Q2: 6,643 shares; 2025Q3: 4,658 shares 4,658 $1.55M 0.26% -1,985 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: 65,312 shares; 2024Q4: 13,026 shares; 2025Q1: 11,021 shares; 2025Q2: 8,249 shares; 2025Q3: 8,321 shares 8,321 $1.54M 0.26% +72 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,426 shares 7,426 $1.45M 0.25% -24 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: 9,166 shares; 2024Q4: 9,541 shares; 2025Q1: 10,842 shares; 2025Q2: 10,775 shares; 2025Q3: 10,683 shares 10,683 $1.27M 0.22% -92 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: 2,124 shares; 2024Q4: 2,130 shares; 2025Q1: 4,049 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares 3,071 $1.24M 0.21% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 17,164 shares; 2025Q1: 5,784 shares; 2025Q2: 7,801 shares; 2025Q3: 7,308 shares 7,308 $1.22M 0.21% -493 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: 15,623 shares; 2024Q4: 39,432 shares; 2025Q1: 17,044 shares; 2025Q2: 12,131 shares; 2025Q3: 11,834 shares 11,834 $1.22M 0.21% -297 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,334 shares; 2025Q2: 1,340 shares; 2025Q3: 1,317 shares 1,317 $1.22M 0.21% -23 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,489 shares; 2025Q2: 12,573 shares; 2025Q3: 28,502 shares 28,502 $1.22M 0.21% +15,929 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: 3,836 shares; 2024Q4: 3,424 shares; 2025Q1: 3,472 shares; 2025Q2: 3,279 shares; 2025Q3: 3,276 shares 3,276 $1.21M 0.21% -3 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,529 shares; 2024Q4: 28,993 shares; 2025Q1: 28,467 shares; 2025Q2: 23,588 shares; 2025Q3: 20,007 shares 20,007 $1.19M 0.2% -3,581 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: 256,038 shares; 2024Q4: 22,175 shares; 2025Q1: 14,157 shares; 2025Q2: 10,750 shares; 2025Q3: 10,557 shares 10,557 $1.19M 0.2% -193 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: 18,911 shares; 2024Q4: 18,729 shares; 2025Q1: 17,378 shares; 2025Q2: 17,532 shares; 2025Q3: 21,801 shares 21,801 $1.18M 0.2% +4,269 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: 5,283 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,022 shares; 2025Q3: 4,004 shares 4,004 $1.18M 0.2% -18 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: 23,543 shares; 2024Q4: 5,555 shares; 2025Q1: 6,247 shares; 2025Q2: 7,516 shares; 2025Q3: 7,373 shares 7,373 $1.14M 0.19% -143 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,070 shares; 2025Q1: 5,073 shares; 2025Q2: 5,167 shares; 2025Q3: 5,147 shares 5,147 $1.11M 0.19% -20 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: 2,887 shares; 2024Q4: 2,967 shares; 2025Q1: 3,064 shares; 2025Q2: 3,267 shares; 2025Q3: 3,248 shares 3,248 $1.11M 0.19% -19 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,323 shares; 2025Q1: 6,010 shares; 2025Q2: 5,931 shares; 2025Q3: 5,309 shares 5,309 $1.1M 0.19% -622 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: not reported; 2024Q4: not reported; 2025Q1: 10,081 shares; 2025Q2: 10,289 shares; 2025Q3: 16,777 shares 16,777 $1.09M 0.19% +6,488 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 9,828 shares; 2025Q1: 12,781 shares; 2025Q2: 7,106 shares; 2025Q3: 7,113 shares 7,113 $1.09M 0.19% +7 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: 2,837 shares; 2024Q4: 2,837 shares; 2025Q1: 6,129 shares; 2025Q2: 4,474 shares; 2025Q3: 4,448 shares 4,448 $1.08M 0.18% -26 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: 35,397 shares; 2024Q4: 69,462 shares; 2025Q1: 39,317 shares; 2025Q2: 29,034 shares; 2025Q3: 20,762 shares 20,762 $1.07M 0.18% -8,272 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: not reported; 2024Q4: 14,648 shares; 2025Q1: 11,087 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares 7,925 $1.04M 0.18% 0 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: 63,293 shares; 2024Q4: 12,750 shares; 2025Q1: 11,759 shares; 2025Q2: 9,407 shares; 2025Q3: 9,011 shares 9,011 $1.03M 0.18% -396 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: 632 shares; 2024Q4: 657 shares; 2025Q1: 676 shares; 2025Q2: 668 shares; 2025Q3: 2,901 shares 2,901 $1.02M 0.17% +2,233 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: 6,207 shares; 2024Q4: 6,298 shares; 2025Q1: 5,239 shares; 2025Q2: 5,230 shares; 2025Q3: 3,629 shares 3,629 $1.02M 0.17% -1,601 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,736 shares; 2025Q1: 5,779 shares; 2025Q2: 10,410 shares; 2025Q3: 7,748 shares 7,748 $1.01M 0.17% -2,662 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 451,784 shares; 2025Q1: 288,476 shares; 2025Q2: 1,436 shares; 2025Q3: 1,499 shares 1,499 $998K 0.17% +63 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,198 shares; 2025Q1: 2,226 shares; 2025Q2: 1,751 shares; 2025Q3: 1,272 shares 1,272 $983K 0.17% -479 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: 3,879 shares; 2024Q4: 12,101 shares; 2025Q1: 5,535 shares; 2025Q2: 6,569 shares; 2025Q3: 6,837 shares 6,837 $960K 0.16% +268 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 15,969 shares; 2025Q1: 15,969 shares; 2025Q2: 15,969 shares; 2025Q3: 15,969 shares 15,969 $938K 0.16% 0 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: not reported; 2024Q4: 170,488 shares; 2025Q1: 171,067 shares; 2025Q2: 2,885 shares; 2025Q3: 2,851 shares 2,851 $936K 0.16% -34 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,244 shares; 2025Q1: 7,885 shares; 2025Q2: 8,257 shares; 2025Q3: 21,279 shares 21,279 $935K 0.16% +13,022 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 1,867 shares 1,867 $916K 0.16% +1,472 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 692 shares; 2025Q1: 2,185 shares; 2025Q2: 2,172 shares; 2025Q3: 1,749 shares 1,749 $899K 0.15% -423 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,574 shares; 2025Q3: 1,637 shares 1,637 $895K 0.15% -937 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 6,212 shares; 2025Q1: 9,048 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares 4,314 $886K 0.15% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 4,507 shares; 2025Q1: 4,264 shares; 2025Q2: 3,816 shares; 2025Q3: 4,146 shares 4,146 $881K 0.15% +330 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares 31,000 $862K 0.15% 0 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: 2,185 shares; 2024Q4: 2,177 shares; 2025Q1: 3,496 shares; 2025Q2: 2,825 shares; 2025Q3: 2,862 shares 2,862 $861K 0.15% +37 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: 1,458 shares; 2024Q4: 1,510 shares; 2025Q1: 3,546 shares; 2025Q2: 3,054 shares; 2025Q3: 3,612 shares 3,612 $856K 0.15% +558 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,605 shares; 2025Q1: 2,644 shares; 2025Q2: 2,279 shares; 2025Q3: 2,392 shares 2,392 $826K 0.14% +113 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,099 shares; 2024Q4: 23,099 shares; 2025Q1: 23,099 shares; 2025Q2: 23,099 shares; 2025Q3: 23,099 shares 23,099 $825K 0.14% 0 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,602 shares; 2025Q2: 36,565 shares; 2025Q3: 37,339 shares 37,339 $823K 0.14% +774 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 25,586 shares; 2025Q1: 9,820 shares; 2025Q2: 9,667 shares; 2025Q3: 9,610 shares 9,610 $806K 0.14% -57 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: 48,474 shares; 2024Q4: 16,425 shares; 2025Q1: 15,849 shares; 2025Q2: 15,849 shares; 2025Q3: 15,849 shares 15,849 $801K 0.14% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,861 shares; 2024Q4: 10,861 shares; 2025Q1: 10,861 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares 10,861 $796K 0.14% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 3,031 shares; 2025Q1: 3,056 shares; 2025Q2: 3,023 shares; 2025Q3: 2,652 shares 2,652 $760K 0.13% -371 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.13% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,400 shares; 2025Q2: 62,400 shares; 2025Q3: 62,657 shares 62,657 $749K 0.13% +257 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 7,237 shares; 2025Q1: 7,769 shares; 2025Q2: 9,070 shares; 2025Q3: 11,198 shares 11,198 $749K 0.13% +2,128 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 11,218 shares; 2025Q1: 11,380 shares; 2025Q2: 12,485 shares; 2025Q3: 8,735 shares 8,735 $732K 0.12% -3,750 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 9,078 shares; 2025Q2: 9,078 shares; 2025Q3: 9,078 shares 9,078 $726K 0.12% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,398 shares; 2025Q1: 3,396 shares; 2025Q2: 3,327 shares; 2025Q3: 2,066 shares 2,066 $722K 0.12% -1,261 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: 8,121 shares; 2024Q4: 7,785 shares; 2025Q1: 7,865 shares; 2025Q2: 10,781 shares; 2025Q3: 10,144 shares 10,144 $714K 0.12% -637 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares 2,395 $713K 0.12% 0 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: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 19,205 shares; 2025Q2: 19,197 shares; 2025Q3: 19,197 shares 19,197 $682K 0.12% 0 Timeline TLT 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: 7,339 shares; 2024Q4: 12,784 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 7,424 shares 7,424 $663K 0.11% -1,180 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,942 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares 2,031 $656K 0.11% 0 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: 361 shares; 2024Q4: 334 shares; 2025Q1: 554 shares; 2025Q2: 552 shares; 2025Q3: 536 shares 536 $643K 0.11% -16 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: 112,885 shares; 2024Q4: 49,305 shares; 2025Q1: 32,065 shares; 2025Q2: 24,038 shares; 2025Q3: 25,151 shares 25,151 $641K 0.11% +1,113 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: not reported; 2024Q4: 1,475 shares; 2025Q1: 4,159 shares; 2025Q2: 3,318 shares; 2025Q3: 3,833 shares 3,833 $638K 0.11% +515 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: 17,221 shares; 2024Q4: 1,865 shares; 2025Q1: 1,897 shares; 2025Q2: 4,631 shares; 2025Q3: 3,998 shares 3,998 $636K 0.11% -633 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,181 shares; 2025Q1: 1,295 shares; 2025Q2: 1,434 shares; 2025Q3: 1,428 shares 1,428 $635K 0.11% -6 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: 819 shares; 2024Q4: 633 shares; 2025Q1: 1,246 shares; 2025Q2: 1,000 shares; 2025Q3: 1,018 shares 1,018 $626K 0.11% +18 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,026 shares; 2024Q4: 22,051 shares; 2025Q1: 22,044 shares; 2025Q2: 17,001 shares; 2025Q3: 15,651 shares 15,651 $614K 0.1% -1,350 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 3,103 shares; 2025Q1: 3,125 shares; 2025Q2: 3,099 shares; 2025Q3: 2,054 shares 2,054 $610K 0.1% -1,045 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: 5,660 shares; 2024Q4: 20,864 shares; 2025Q1: 17,026 shares; 2025Q2: 8,790 shares; 2025Q3: 9,086 shares 9,086 $603K 0.1% +296 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,807 shares; 2025Q1: 1,191 shares; 2025Q2: 744 shares; 2025Q3: 746 shares 746 $594K 0.1% +2 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,349 shares; 2025Q1: 5,379 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares 3,140 $586K 0.1% 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: 1,074 shares; 2024Q4: 988 shares; 2025Q1: 1,006 shares; 2025Q2: 1,656 shares; 2025Q3: 2,030 shares 2,030 $585K 0.1% +374 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: 2,826 shares; 2024Q4: 2,739 shares; 2025Q1: 4,697 shares; 2025Q2: 3,442 shares; 2025Q3: 2,051 shares 2,051 $579K 0.1% -1,391 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: 1,922 shares; 2024Q4: 1,743 shares; 2025Q1: 1,855 shares; 2025Q2: 1,860 shares; 2025Q3: 1,737 shares 1,737 $577K 0.1% -123 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: 18,187 shares; 2024Q4: 1,199 shares; 2025Q1: 1,204 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares 1,199 $572K 0.1% 0 Timeline SUSA 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: 9,977 shares; 2024Q4: 9,793 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 4,210 shares 4,210 $571K 0.1% -5,350 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: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,558 shares 1,558 $569K 0.1% +58 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,411 shares; 2025Q2: 2,123 shares; 2025Q3: 2,047 shares 2,047 $558K 0.09% -76 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,666 shares; 2025Q2: 11,322 shares; 2025Q3: 11,322 shares 11,322 $555K 0.09% 0 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: 8,159 shares; 2024Q4: 8,769 shares; 2025Q1: 8,748 shares; 2025Q2: 7,964 shares; 2025Q3: 5,869 shares 5,869 $550K 0.09% -2,095 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: 86,820 shares; 2024Q4: not reported; 2025Q1: 2,272 shares; 2025Q2: 3,679 shares; 2025Q3: 3,004 shares 3,004 $548K 0.09% -675 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,251 shares; 2025Q1: 1,253 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares 1,251 $528K 0.09% 0 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: 8,937 shares; 2024Q4: 7,082 shares; 2025Q1: 7,004 shares; 2025Q2: 6,370 shares; 2025Q3: 6,387 shares 6,387 $526K 0.09% +17 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: not reported; 2024Q4: not reported; 2025Q1: 2,548 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares 1,383 $518K 0.09% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,251 shares; 2025Q1: 3,301 shares; 2025Q2: 2,997 shares; 2025Q3: 2,983 shares 2,983 $503K 0.09% -14 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 2,963 shares; 2025Q1: 3,429 shares; 2025Q2: 3,926 shares; 2025Q3: 4,226 shares 4,226 $501K 0.08% +300 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,833 shares; 2025Q1: 1,861 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares 1,425 $491K 0.08% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 4,619 shares; 2025Q1: 4,691 shares; 2025Q2: 6,407 shares; 2025Q3: 5,976 shares 5,976 $490K 0.08% -431 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 11,111 shares; 2025Q1: 11,283 shares; 2025Q2: 17,312 shares; 2025Q3: 15,957 shares 15,957 $487K 0.08% -1,355 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,697 shares 15,697 $484K 0.08% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,594 shares; 2025Q1: 4,567 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares 2,838 $483K 0.08% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares 3,375 $483K 0.08% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 1,146 shares 1,146 $480K 0.08% +283 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,380 shares; 2025Q3: 4,473 shares 4,473 $476K 0.08% +93 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 11,205 shares; 2025Q1: 11,205 shares; 2025Q2: 11,040 shares; 2025Q3: 11,040 shares 11,040 $472K 0.08% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,087 shares; 2025Q1: 1,103 shares; 2025Q2: 1,078 shares; 2025Q3: 825 shares 825 $468K 0.08% -253 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 2,537 shares; 2025Q1: 1,993 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares 2,186 $467K 0.08% 0 Timeline AOR 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: 297,294 shares; 2025Q2: 367,598 shares; 2025Q3: 384,902 shares 384,902 $464K 0.08% +17,304 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 9,086 shares; 2025Q1: 9,060 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares 5,587 $463K 0.08% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 3,007 shares; 2025Q1: 3,007 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares 2,922 $460K 0.08% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,966 shares; 2025Q1: 11,138 shares; 2025Q2: 12,955 shares; 2025Q3: 12,955 shares 12,955 $458K 0.08% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 5,439 shares; 2025Q1: 5,442 shares; 2025Q2: 5,403 shares; 2025Q3: 5,403 shares 5,403 $456K 0.08% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,896 shares 6,896 $455K 0.08% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,595 shares; 2025Q1: 4,570 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares 2,842 $450K 0.08% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 674 shares; 2025Q2: 659 shares; 2025Q3: 659 shares 659 $450K 0.08% 0 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,589 shares; 2025Q2: 1,737 shares; 2025Q3: 1,594 shares 1,594 $449K 0.08% -143 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: 63,447 shares; 2024Q4: 5,166 shares; 2025Q1: 5,298 shares; 2025Q2: 6,081 shares; 2025Q3: 6,681 shares 6,681 $448K 0.08% +600 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: 338,118 shares; 2024Q4: 22,873 shares; 2025Q1: 9,512 shares; 2025Q2: 9,487 shares; 2025Q3: 9,887 shares 9,887 $446K 0.08% +400 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: 1,067 shares; 2024Q4: 3,468 shares; 2025Q1: 4,881 shares; 2025Q2: 1,733 shares; 2025Q3: 1,755 shares 1,755 $433K 0.07% +22 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,248 shares; 2024Q4: 13,207 shares; 2025Q1: 13,160 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares 8,082 $429K 0.07% 0 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: 570 shares; 2024Q4: 609 shares; 2025Q1: 894 shares; 2025Q2: 684 shares; 2025Q3: 756 shares 756 $425K 0.07% +72 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,907 shares; 2025Q1: 3,883 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares 2,415 $422K 0.07% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 260 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares 3,900 $420K 0.07% 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: 1,545 shares; 2024Q4: 1,785 shares; 2025Q1: 1,490 shares; 2025Q2: 1,510 shares; 2025Q3: 1,505 shares 1,505 $420K 0.07% -5 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,456 shares; 2025Q1: 2,608 shares; 2025Q2: 2,006 shares; 2025Q3: 1,995 shares 1,995 $420K 0.07% -11 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares 12,100 $420K 0.07% 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: 11,091 shares; 2024Q4: 1,842 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares 2,030 $413K 0.07% 0 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: 423 shares; 2024Q4: 439 shares; 2025Q1: 450 shares; 2025Q2: 449 shares; 2025Q3: 449 shares 449 $413K 0.07% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,301 shares; 2025Q1: 5,301 shares; 2025Q2: 5,167 shares; 2025Q3: 5,715 shares 5,715 $406K 0.07% +548 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,610 shares; 2025Q1: 3,579 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares 1,949 $405K 0.07% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 17,262 shares; 2025Q1: 17,262 shares; 2025Q2: 17,262 shares; 2025Q3: 17,263 shares 17,263 $402K 0.07% +1 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 10,584 shares; 2025Q1: 10,607 shares; 2025Q2: 10,584 shares; 2025Q3: 10,584 shares 10,584 $396K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,934 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares 1,929 $395K 0.07% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,954 shares; 2025Q2: 4,954 shares; 2025Q3: 4,811 shares 4,811 $395K 0.07% -143 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 2,932 shares 2,932 $393K 0.07% -331 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: 1,484 shares; 2024Q4: 1,579 shares; 2025Q1: 1,582 shares; 2025Q2: 1,579 shares; 2025Q3: 1,590 shares 1,590 $391K 0.07% +11 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,179 shares; 2025Q1: 7,086 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares 4,350 $390K 0.07% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 42,806 shares; 2025Q3: 42,806 shares 42,806 $388K 0.07% 0 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: 15,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,500 shares; 2025Q3: 39,535 shares 39,535 $387K 0.07% -25,965 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,027 shares; 2025Q1: 1,048 shares; 2025Q2: 1,042 shares; 2025Q3: 1,187 shares 1,187 $384K 0.07% +145 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 12,687 shares; 2025Q2: 12,687 shares; 2025Q3: 12,687 shares 12,687 $383K 0.07% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,870 shares 3,870 $383K 0.06% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,424 shares; 2025Q3: 1,246 shares 1,246 $381K 0.06% -178 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,172 shares; 2025Q1: 4,176 shares; 2025Q2: 4,092 shares; 2025Q3: 3,942 shares 3,942 $378K 0.06% -150 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares 722 $378K 0.06% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,538 shares; 2024Q4: 15,007 shares; 2025Q1: 16,036 shares; 2025Q2: 16,036 shares; 2025Q3: 16,061 shares 16,061 $374K 0.06% +25 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,862 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,862 shares 8,862 $373K 0.06% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 11,643 shares; 2025Q2: 8,290 shares; 2025Q3: 8,290 shares 8,290 $369K 0.06% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,389 shares; 2025Q1: 5,411 shares; 2025Q2: 5,389 shares; 2025Q3: 5,389 shares 5,389 $369K 0.06% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 86 shares 86 $369K 0.06% -21 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 1,879 shares 1,879 $369K 0.06% -421 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares 3,805 $368K 0.06% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 439 shares; 2025Q1: 1,169 shares; 2025Q2: 803 shares; 2025Q3: 803 shares 803 $367K 0.06% 0 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 762 shares; 2025Q2: 759 shares; 2025Q3: 754 shares 754 $367K 0.06% -5 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 12,448 shares; 2025Q1: 12,280 shares; 2025Q2: 6,679 shares; 2025Q3: 6,679 shares 6,679 $365K 0.06% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,081 shares; 2025Q3: 854 shares 854 $364K 0.06% -227 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,266 shares; 2025Q1: 6,266 shares; 2025Q2: 6,266 shares; 2025Q3: 6,266 shares 6,266 $363K 0.06% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,635 shares; 2025Q1: 5,309 shares; 2025Q2: 3,314 shares; 2025Q3: 3,188 shares 3,188 $362K 0.06% -126 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: 27,305 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,518 shares; 2025Q3: 10,447 shares 10,447 $360K 0.06% -71 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,607 shares; 2025Q1: 7,622 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares 3,787 $359K 0.06% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 4,167 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares 4,232 $359K 0.06% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,057 shares; 2025Q1: 3,068 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares 1,901 $359K 0.06% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,192 shares; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,339 shares 10,339 $359K 0.06% +77 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 10,691 shares; 2025Q1: 10,598 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares 12,377 $352K 0.06% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,753 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares 2,960 $350K 0.06% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares 1,438 $349K 0.06% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,990 shares 6,990 $348K 0.06% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 2,606 shares; 2025Q2: 2,130 shares; 2025Q3: 1,638 shares 1,638 $346K 0.06% -492 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,382 shares; 2025Q1: 5,345 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares 3,324 $343K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,383 shares; 2025Q1: 1,411 shares; 2025Q2: 1,573 shares; 2025Q3: 1,722 shares 1,722 $341K 0.06% +149 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 15,423 shares; 2025Q1: 16,122 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares 10,861 $340K 0.06% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,874 shares; 2024Q4: 27,874 shares; 2025Q1: 27,874 shares; 2025Q2: 27,874 shares; 2025Q3: 27,874 shares 27,874 $340K 0.06% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares 3,134 $340K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,735 shares; 2025Q2: 3,691 shares; 2025Q3: 3,981 shares 3,981 $337K 0.06% +290 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 14,748 shares; 2025Q1: 14,821 shares; 2025Q2: 9,154 shares; 2025Q3: 9,154 shares 9,154 $333K 0.06% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,519 shares; 2025Q2: 6,266 shares; 2025Q3: 5,438 shares 5,438 $331K 0.06% -828 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,349 shares; 2025Q1: 3,337 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares 1,720 $330K 0.06% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 7,895 shares; 2025Q1: 7,857 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares 5,771 $329K 0.06% 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: 275,920 shares; 2024Q4: 18,552 shares; 2025Q1: 8,090 shares; 2025Q2: 6,720 shares; 2025Q3: 7,457 shares 7,457 $328K 0.06% +737 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: 6,911 shares; 2024Q4: 7,257 shares; 2025Q1: 7,257 shares; 2025Q2: 4,800 shares; 2025Q3: 4,844 shares 4,844 $328K 0.06% +44 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: 13,566 shares; 2024Q4: 14,890 shares; 2025Q1: 4,097 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares 4,090 $327K 0.06% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 12,537 shares; 2025Q1: 12,560 shares; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares 8,762 $326K 0.06% 0 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,134 shares; 2024Q4: 15,052 shares; 2025Q1: 15,046 shares; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares 8,180 $324K 0.05% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 8,442 shares; 2025Q1: 8,369 shares; 2025Q2: 5,138 shares; 2025Q3: 5,138 shares 5,138 $322K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,719 shares 1,719 $322K 0.05% -41 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 2,275 shares; 2025Q1: 2,598 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares 2,628 $319K 0.05% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares 2,360 $315K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,997 shares; 2025Q3: 2,217 shares 2,217 $314K 0.05% -780 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,069 shares; 2025Q1: 6,026 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares 3,293 $313K 0.05% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,216 shares; 2025Q3: 5,216 shares 5,216 $313K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 762 shares; 2025Q1: 845 shares; 2025Q2: 842 shares; 2025Q3: 918 shares 918 $313K 0.05% +76 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,488 shares; 2025Q1: 3,477 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares 2,159 $312K 0.05% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,316 shares; 2025Q1: 5,318 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares 5,316 $312K 0.05% 0 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: 1,517 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,812 shares 1,812 $310K 0.05% +195 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,883 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,136 shares; 2025Q3: 10,919 shares 10,919 $308K 0.05% -1,217 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: not reported; 2024Q4: 390 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 542 shares 542 $308K 0.05% +7 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 6,182 shares; 2025Q1: 6,172 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares 3,799 $307K 0.05% 0 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,542 shares; 2024Q4: 15,421 shares; 2025Q1: 15,457 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares 9,512 $307K 0.05% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,519 shares; 2025Q1: 4,414 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares 2,686 $303K 0.05% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,847 shares; 2024Q4: 20,023 shares; 2025Q1: 19,665 shares; 2025Q2: 12,093 shares; 2025Q3: 12,093 shares 12,093 $300K 0.05% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares 1,358 $298K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares 399 $298K 0.05% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 5,719 shares; 2025Q1: 5,747 shares; 2025Q2: 5,554 shares; 2025Q3: 5,554 shares 5,554 $295K 0.05% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares 1,226 $289K 0.05% new Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,033 shares; 2024Q4: 6,144 shares; 2025Q1: 6,114 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares 3,805 $289K 0.05% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,824 shares; 2025Q1: 5,633 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares 3,958 $287K 0.05% 0 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: 1,490 shares; 2024Q4: 1,483 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,488 shares 1,488 $282K 0.05% +1 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: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares 438 $280K 0.05% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 10,871 shares; 2025Q1: 12,269 shares; 2025Q2: 8,965 shares; 2025Q3: 8,965 shares 8,965 $277K 0.05% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,102 shares; 2024Q4: 15,596 shares; 2025Q1: 18,870 shares; 2025Q2: 15,804 shares; 2025Q3: 15,804 shares 15,804 $277K 0.05% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,729 shares; 2025Q1: 1,730 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares 1,065 $276K 0.05% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: 11,772 shares; 2025Q1: 11,701 shares; 2025Q2: 7,268 shares; 2025Q3: 7,268 shares 7,268 $274K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,716 shares; 2025Q2: 1,589 shares; 2025Q3: 1,482 shares 1,482 $272K 0.05% -107 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,612 shares; 2025Q1: 8,581 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares 4,679 $271K 0.05% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,341 shares; 2025Q1: 12,238 shares; 2025Q2: 7,685 shares; 2025Q3: 7,685 shares 7,685 $271K 0.05% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 2,396 shares 2,396 $271K 0.05% -569 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,001 shares; 2025Q3: 1,566 shares 1,566 $270K 0.05% -435 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 7,595 shares; 2025Q3: 7,595 shares 7,595 $268K 0.05% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,121 shares 3,121 $268K 0.05% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,232 shares 1,232 $264K 0.04% -283 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 908 shares; 2025Q3: 765 shares 765 $264K 0.04% -143 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,934 shares; 2024Q4: 11,472 shares; 2025Q1: 15,137 shares; 2025Q2: not reported; 2025Q3: 9,525 shares 9,525 $261K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 283 shares 283 $261K 0.04% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 567 shares 567 $260K 0.04% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 2,016 shares 2,016 $259K 0.04% -259 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,578 shares; 2025Q2: 192,578 shares; 2025Q3: 257,022 shares 257,022 $257K 0.04% +64,444 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: 61,981 shares; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $256K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 263 shares 263 $255K 0.04% +7 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,267 shares 1,267 $255K 0.04% -249 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 1,809 shares 1,809 $254K 0.04% -348 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,038 shares; 2025Q1: 2,206 shares; 2025Q2: 2,176 shares; 2025Q3: 2,289 shares 2,289 $253K 0.04% +113 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,174 shares; 2025Q1: 4,698 shares; 2025Q2: 4,698 shares; 2025Q3: 4,698 shares 4,698 $253K 0.04% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,029 shares 13,029 $253K 0.04% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,872 shares; 2025Q3: 2,243 shares 2,243 $248K 0.04% -629 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares 945 $248K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,884 shares 4,884 $248K 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 369 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 258 shares 258 $246K 0.04% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 5,981 shares 5,981 $245K 0.04% 0 Timeline EXPRO GROUP HOLDINGS NV COM EXPRO GROUP HOLDINGS NV COM More: the full row for EXPRO GROUP HOLDINGS NV COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 12,472 shares; 2025Q1: 33,291 shares; 2025Q2: 20,545 shares; 2025Q3: 20,545 shares 20,545 $244K 0.04% 0 JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,593 shares 2,593 $243K 0.04% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares 1,102 $242K 0.04% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 856 shares 856 $240K 0.04% -242 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,293 shares; 2024Q4: 17,465 shares; 2025Q1: 1,848 shares; 2025Q2: not reported; 2025Q3: 2,140 shares 2,140 $239K 0.04% new 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: not reported; 2024Q4: 19,628 shares; 2025Q1: 3,687 shares; 2025Q2: 3,572 shares; 2025Q3: 3,318 shares 3,318 $237K 0.04% -254 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,152 shares 1,152 $232K 0.04% -778 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 823 shares 823 $232K 0.04% -222 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,026 shares; 2025Q3: 4,054 shares 4,054 $230K 0.04% -972 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares 6,033 $229K 0.04% 0 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: 2,116 shares; 2024Q4: 1,856 shares; 2025Q1: 1,840 shares; 2025Q2: 945 shares; 2025Q3: 945 shares 945 $223K 0.04% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 1,072 shares; 2025Q2: 1,082 shares; 2025Q3: 1,070 shares 1,070 $223K 0.04% -12 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,328 shares 1,328 $222K 0.04% -450 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,652 shares; 2025Q1: 7,656 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares 5,544 $221K 0.04% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: 4,059 shares; 2025Q3: 4,077 shares 4,077 $221K 0.04% +18 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: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,001 shares; 2025Q2: not reported; 2025Q3: 453 shares 453 $220K 0.04% new 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: not reported; 2024Q4: 12,548 shares; 2025Q1: 3,247 shares; 2025Q2: 4,838 shares; 2025Q3: 3,510 shares 3,510 $219K 0.04% -1,328 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 5,370 shares; 2025Q1: 5,236 shares; 2025Q2: 3,500 shares; 2025Q3: 2,903 shares 2,903 $219K 0.04% -597 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,701 shares; 2025Q3: 4,756 shares 4,756 $217K 0.04% -945 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 856 shares; 2025Q2: 853 shares; 2025Q3: 853 shares 853 $215K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 428 shares 428 $213K 0.04% -127 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: 16,854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500 $213K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 955 shares 955 $211K 0.04% -197 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 680 shares 680 $211K 0.04% -326 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD 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: 5,531 shares; 2025Q3: 3,659 shares 3,659 $211K 0.04% -1,872 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME 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: 2,102 shares 2,102 $211K 0.04% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares 2,157 $208K 0.04% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares 1,195 $206K 0.04% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares 838 $206K 0.04% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,976 shares; 2025Q3: 1,565 shares 1,565 $202K 0.03% -411 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,319 shares 4,319 $201K 0.03% new Timeline AES AES CORP More: the full row for AES 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: 14,800 shares; 2025Q3: 14,800 shares 14,800 $195K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,666 shares 5,666 $190K 0.03% new Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,901 shares; 2025Q3: 10,211 shares 10,211 $161K 0.03% -2,690 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: not reported; 2024Q4: not reported; 2025Q1: 153,868 shares; 2025Q2: 153,740 shares; 2025Q3: 153,806 shares 153,806 $160K 0.03% +66 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,006 shares; 2024Q4: 110,240 shares; 2025Q1: 129,194 shares; 2025Q2: 79,231 shares; 2025Q3: 79,231 shares 79,231 $145K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,938 shares 44,938 $44.9K 0.01% new Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $41.2K 0.01% 0 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,619 shares 16,619 $16.6K <0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $2.99K <0.01% 0 Timeline