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Interchange Capital Partners, LLC

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13F filer, CIK 1845998, PITTSBURGH, PA

Interchange Capital Partners, LLC reported $510,137,996 across 365 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 35.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001845998-25-000004

Period
2025-09-30
Reported value
$510M
Holdings
365
Top 10 weight
35.92%
New
92
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+18,077$3.37M
MSFTadded+6,055$3.14M
JMSTadded+57,936$2.96M
JAAAadded+50,710$2.58M
AMZNadded+7,217$1.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HELOexited-16,905-$1.06M
IYWreduced-3,889-$762K
EFGreduced-6,519-$742K
HDreduced-1,680-$681K
EFVreduced-9,945-$675K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001845998-25-000004, largest first. % of portfolio is the value over $510,137,996, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,062 shares; 2024Q4: 164,661 shares; 2025Q1: 243,538 shares; 2025Q2: 694,420 shares; 2025Q3: 752,356 shares 752,356$38.4M7.53%+57,936Timeline
SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INCQuarterly 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: 1,284,575 shares; 2025Q2: 1,284,575 shares; 2025Q3: 1,267,925 shares 1,267,925$38M7.46%-16,650
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,371 shares; 2024Q4: 40,440 shares; 2025Q1: 80,430 shares; 2025Q2: 79,881 shares; 2025Q3: 82,756 shares 82,756$21.1M4.13%+2,875Timeline
JAAAJANUS DETROIT STR TRQuarterly 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: 331,350 shares; 2025Q3: 382,060 shares 382,060$19.4M3.8%+50,710Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,958 shares; 2024Q4: 19,034 shares; 2025Q1: 26,234 shares; 2025Q2: 26,399 shares; 2025Q3: 32,454 shares 32,454$16.8M3.29%+6,055Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,489 shares; 2024Q4: 280,826 shares; 2025Q1: 299,477 shares; 2025Q2: 314,522 shares; 2025Q3: 313,129 shares 313,129$13.8M2.71%-1,393Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,618 shares; 2024Q4: 30,027 shares; 2025Q1: 36,486 shares; 2025Q2: 38,348 shares; 2025Q3: 56,425 shares 56,425$10.5M2.06%+18,077Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,857 shares; 2024Q4: 48,202 shares; 2025Q1: 48,221 shares; 2025Q2: 47,576 shares; 2025Q3: 47,322 shares 47,322$8.82M1.73%-254Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,692 shares; 2024Q4: 67,749 shares; 2025Q1: 103,601 shares; 2025Q2: 97,238 shares; 2025Q3: 97,189 shares 97,189$8.49M1.66%-49Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,846 shares; 2024Q4: 125,900 shares; 2025Q1: 119,932 shares; 2025Q2: 157,643 shares; 2025Q3: 154,324 shares 154,324$7.82M1.53%-3,319Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 10,852 shares; 2025Q1: 14,207 shares; 2025Q2: 10,039 shares; 2025Q3: 11,489 shares 11,489$7.69M1.51%+1,450Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,027 shares; 2024Q4: 70,593 shares; 2025Q1: 90,067 shares; 2025Q2: 107,893 shares; 2025Q3: 111,614 shares 111,614$7.36M1.44%+3,721Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,778 shares; 2024Q4: 24,535 shares; 2025Q1: 24,726 shares; 2025Q2: 24,472 shares; 2025Q3: 31,689 shares 31,689$6.96M1.36%+7,217Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,677 shares; 2024Q4: 37,892 shares; 2025Q1: 109,470 shares; 2025Q2: 110,657 shares; 2025Q3: 111,150 shares 111,150$6.66M1.31%+493Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 18,807 shares; 2025Q1: 19,520 shares; 2025Q2: 19,849 shares; 2025Q3: 26,041 shares 26,041$6.33M1.24%+6,192Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 6,454 shares; 2025Q1: 6,739 shares; 2025Q2: 6,790 shares; 2025Q3: 8,538 shares 8,538$6.27M1.23%+1,748Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 12,214 shares; 2025Q1: 12,020 shares; 2025Q2: 11,694 shares; 2025Q3: 13,867 shares 13,867$6.17M1.21%+2,173Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 11,379 shares; 2025Q1: 13,949 shares; 2025Q2: 14,299 shares; 2025Q3: 16,414 shares 16,414$5.18M1.01%+2,115Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,506 shares; 2024Q4: 38,147 shares; 2025Q1: 38,389 shares; 2025Q2: 38,647 shares; 2025Q3: 38,854 shares 38,854$4.86M0.95%+207Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,390 shares; 2024Q4: 43,069 shares; 2025Q1: 69,633 shares; 2025Q2: 67,036 shares; 2025Q3: 64,149 shares 64,149$4.67M0.92%-2,887Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,608 shares; 2024Q4: 16,051 shares; 2025Q1: 16,330 shares; 2025Q2: 16,184 shares; 2025Q3: 18,868 shares 18,868$4.6M0.9%+2,684Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,797 shares; 2024Q4: 20,369 shares; 2025Q1: 23,974 shares; 2025Q2: 25,431 shares; 2025Q3: 22,389 shares 22,389$4.35M0.85%-3,042Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,502 shares; 2025Q1: 8,352 shares; 2025Q2: 8,775 shares; 2025Q3: 12,055 shares 12,055$3.98M0.78%+3,280Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 14,658 shares; 2025Q1: 14,709 shares; 2025Q2: 14,775 shares; 2025Q3: 16,080 shares 16,080$3.72M0.73%+1,305Timeline
MDCXMEDICUS PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,457,165 shares; 2025Q1: 1,661,871 shares; 2025Q2: 1,586,871 shares; 2025Q3: 1,586,871 shares 1,586,871$3.67M0.72%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,573 shares; 2024Q4: 61,924 shares; 2025Q1: 62,448 shares; 2025Q2: 62,817 shares; 2025Q3: 62,929 shares 62,929$3.59M0.7%+112Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,920 shares; 2024Q4: 30,155 shares; 2025Q1: 30,655 shares; 2025Q2: 28,724 shares; 2025Q3: 27,430 shares 27,430$3.31M0.65%-1,294Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,525 shares; 2024Q4: 46,671 shares; 2025Q1: 47,747 shares; 2025Q2: 48,906 shares; 2025Q3: 55,478 shares 55,478$3.29M0.64%+6,572Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 7,634 shares; 2025Q1: 10,994 shares; 2025Q2: 13,015 shares; 2025Q3: 15,328 shares 15,328$3.17M0.62%+2,313Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,004 shares; 2024Q4: 38,362 shares; 2025Q1: 37,481 shares; 2025Q2: 35,680 shares; 2025Q3: 35,213 shares 35,213$3.16M0.62%-467Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,493 shares; 2025Q1: 4,421 shares; 2025Q2: 6,611 shares; 2025Q3: 7,935 shares 7,935$2.75M0.54%+1,324Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,003 shares; 2025Q1: 4,152 shares; 2025Q2: 4,459 shares; 2025Q3: 5,419 shares 5,419$2.72M0.53%+960Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,188 shares; 2024Q4: 30,843 shares; 2025Q1: 31,240 shares; 2025Q2: 31,749 shares; 2025Q3: 31,467 shares 31,467$2.66M0.52%-282Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,672 shares; 2024Q4: 40,206 shares; 2025Q1: 30,367 shares; 2025Q2: 49,124 shares; 2025Q3: 39,179 shares 39,179$2.66M0.52%-9,945Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 6,223 shares; 2025Q1: 6,383 shares; 2025Q2: 6,413 shares; 2025Q3: 7,295 shares 7,295$2.49M0.49%+882Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly 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: 53,623 shares; 2025Q2: 53,623 shares; 2025Q3: 53,680 shares 53,680$2.48M0.49%+57Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,647 shares; 2025Q1: 7,662 shares; 2025Q2: 7,690 shares; 2025Q3: 6,010 shares 6,010$2.44M0.48%-1,680Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,251 shares; 2025Q1: 3,202 shares; 2025Q2: 3,134 shares; 2025Q3: 3,567 shares 3,567$2.38M0.47%+433Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 6,848 shares; 2025Q1: 7,152 shares; 2025Q2: 7,369 shares; 2025Q3: 8,398 shares 8,398$2.36M0.46%+1,029Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 12,557 shares; 2025Q1: 12,575 shares; 2025Q2: 12,752 shares; 2025Q3: 14,695 shares 14,695$2.33M0.46%+1,943Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 11,402 shares; 2025Q1: 12,018 shares; 2025Q2: 11,544 shares; 2025Q3: 11,948 shares 11,948$2.3M0.45%+404Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 14,864 shares; 2025Q1: 15,280 shares; 2025Q2: 15,742 shares; 2025Q3: 17,122 shares 17,122$2.29M0.45%+1,380Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,679 shares; 2024Q4: 33,695 shares; 2025Q1: 33,783 shares; 2025Q2: 34,142 shares; 2025Q3: 33,839 shares 33,839$2.24M0.44%-303Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,665 shares; 2025Q1: 6,656 shares; 2025Q2: 5,793 shares; 2025Q3: 6,815 shares 6,815$2.24M0.44%+1,022Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,962 shares; 2024Q4: 29,498 shares; 2025Q1: 29,809 shares; 2025Q2: 34,617 shares; 2025Q3: 34,556 shares 34,556$2.24M0.44%-61Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 11,344 shares; 2025Q1: 12,247 shares; 2025Q2: 12,017 shares; 2025Q3: 12,953 shares 12,953$2.17M0.42%+936Timeline
OEFISHARES TRQuarterly 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: 2,525 shares; 2025Q2: 3,878 shares; 2025Q3: 6,438 shares 6,438$2.14M0.42%+2,560Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 2,954 shares; 2025Q1: 3,034 shares; 2025Q2: 3,072 shares; 2025Q3: 3,732 shares 3,732$2.12M0.42%+660Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 5,537 shares; 2025Q1: 6,514 shares; 2025Q2: 6,502 shares; 2025Q3: 7,447 shares 7,447$2.08M0.41%+945Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,694 shares; 2024Q4: 3,572 shares; 2025Q1: 3,914 shares; 2025Q2: 3,985 shares; 2025Q3: 4,206 shares 4,206$2.06M0.4%+221Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,108 shares; 2024Q4: 42,572 shares; 2025Q1: 36,267 shares; 2025Q2: 36,428 shares; 2025Q3: 32,705 shares 32,705$2.03M0.4%-3,723Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,513 shares; 2025Q1: 5,543 shares; 2025Q2: 5,654 shares; 2025Q3: 5,845 shares 5,845$1.94M0.38%+191Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,672 shares; 2024Q4: 13,795 shares; 2025Q1: 13,167 shares; 2025Q2: 12,642 shares; 2025Q3: 12,734 shares 12,734$1.89M0.37%+92Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,052 shares; 2025Q1: 1,071 shares; 2025Q2: 1,108 shares; 2025Q3: 1,570 shares 1,570$1.88M0.37%+462Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,920 shares; 2024Q4: 42,906 shares; 2025Q1: 39,944 shares; 2025Q2: 40,842 shares; 2025Q3: 40,623 shares 40,623$1.88M0.37%-219Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,626 shares; 2025Q1: 3,571 shares; 2025Q2: 3,784 shares; 2025Q3: 4,380 shares 4,380$1.87M0.37%+596Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,301 shares; 2025Q1: 11,188 shares; 2025Q2: 11,746 shares; 2025Q3: 12,731 shares 12,731$1.86M0.36%+985Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,298 shares; 2025Q1: 2,939 shares; 2025Q2: 2,491 shares; 2025Q3: 2,553 shares 2,553$1.83M0.36%+62Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,879 shares; 2024Q4: 53,346 shares; 2025Q1: 53,973 shares; 2025Q2: 54,167 shares; 2025Q3: 53,347 shares 53,347$1.83M0.36%-820Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,359 shares; 2024Q4: 14,031 shares; 2025Q1: 14,320 shares; 2025Q2: 14,757 shares; 2025Q3: 15,098 shares 15,098$1.79M0.35%+341Timeline
GLDSPDR GOLD TRQuarterly 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: 4,703 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares 4,703$1.67M0.33%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,052 shares; 2024Q4: 12,435 shares; 2025Q1: 9,856 shares; 2025Q2: 7,796 shares; 2025Q3: 8,983 shares 8,983$1.64M0.32%+1,187Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 10,746 shares; 2025Q1: 11,024 shares; 2025Q2: 9,967 shares; 2025Q3: 11,434 shares 11,434$1.61M0.31%+1,467Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 18,569 shares; 2025Q1: 18,434 shares; 2025Q2: 18,263 shares; 2025Q3: 17,848 shares 17,848$1.59M0.31%-415Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,517 shares; 2025Q1: 5,507 shares; 2025Q2: 5,301 shares; 2025Q3: 5,386 shares 5,386$1.58M0.31%+85Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 4,825 shares; 2025Q2: 4,921 shares; 2025Q3: 5,479 shares 5,479$1.55M0.3%+558Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,181 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,984 shares 1,984$1.51M0.3%+724Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2$1.51M0.3%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,553 shares; 2024Q4: 15,334 shares; 2025Q1: 14,936 shares; 2025Q2: 14,685 shares; 2025Q3: 14,116 shares 14,116$1.48M0.29%-569Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,417 shares; 2024Q4: 45,875 shares; 2025Q1: 42,878 shares; 2025Q2: 35,819 shares; 2025Q3: 27,817 shares 27,817$1.39M0.27%-8,002Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,419 shares; 2024Q4: 15,348 shares; 2025Q1: 12,105 shares; 2025Q2: 10,481 shares; 2025Q3: 9,489 shares 9,489$1.36M0.27%-992Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 15,697 shares; 2025Q1: 15,957 shares; 2025Q2: 15,597 shares; 2025Q3: 15,756 shares 15,756$1.33M0.26%+159Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 7,079 shares; 2025Q1: 7,223 shares; 2025Q2: 7,928 shares; 2025Q3: 12,773 shares 12,773$1.32M0.26%+4,845Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,862 shares; 2025Q2: 2,858 shares; 2025Q3: 2,805 shares 2,805$1.31M0.26%-53Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 2,703 shares; 2025Q1: 3,299 shares; 2025Q2: 3,215 shares; 2025Q3: 6,229 shares 6,229$1.3M0.26%+3,014Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,557 shares; 2025Q1: 5,527 shares; 2025Q2: 5,542 shares; 2025Q3: 6,240 shares 6,240$1.28M0.25%+698Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 17,308 shares; 2025Q1: 17,824 shares; 2025Q2: 18,484 shares; 2025Q3: 16,720 shares 16,720$1.26M0.25%-1,764Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 25,586 shares; 2025Q1: 22,600 shares; 2025Q2: 22,626 shares; 2025Q3: 23,131 shares 23,131$1.26M0.25%+505Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,336 shares; 2024Q4: 28,310 shares; 2025Q1: 24,395 shares; 2025Q2: 23,198 shares; 2025Q3: 23,199 shares 23,199$1.26M0.25%+1Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,907 shares; 2025Q3: 32,729 shares 32,729$1.24M0.24%+822Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 804 shares 804$1.2M0.24%+3Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 5,908 shares; 2025Q1: 5,920 shares; 2025Q2: 5,892 shares; 2025Q3: 7,377 shares 7,377$1.2M0.23%+1,485Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,969 shares; 2025Q1: 2,682 shares; 2025Q2: 2,933 shares; 2025Q3: 3,912 shares 3,912$1.18M0.23%+979Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 7,565 shares; 2025Q1: 7,572 shares; 2025Q2: 7,571 shares; 2025Q3: 7,688 shares 7,688$1.17M0.23%+117Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,066 shares; 2025Q1: 4,418 shares; 2025Q2: 4,603 shares; 2025Q3: 4,908 shares 4,908$1.16M0.23%+305Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,126 shares; 2025Q3: 33,992 shares 33,992$1.16M0.23%+16,866Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,561 shares; 2025Q1: 2,515 shares; 2025Q2: 2,435 shares; 2025Q3: 2,419 shares 2,419$1.16M0.23%-16Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,141 shares; 2025Q1: 5,763 shares; 2025Q2: 5,608 shares; 2025Q3: 7,436 shares 7,436$1.15M0.23%+1,828Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 5,142 shares; 2025Q1: 4,748 shares; 2025Q2: 4,518 shares; 2025Q3: 6,216 shares 6,216$1.15M0.23%+1,698Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,656 shares; 2024Q4: 15,516 shares; 2025Q1: 15,604 shares; 2025Q2: 13,669 shares; 2025Q3: 14,237 shares 14,237$1.09M0.21%+568Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 3,998 shares; 2025Q1: 4,011 shares; 2025Q2: 4,096 shares; 2025Q3: 5,331 shares 5,331$1.09M0.21%+1,235Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 988 shares; 2025Q1: 1,012 shares; 2025Q2: 1,022 shares; 2025Q3: 1,172 shares 1,172$1.08M0.21%+150Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 5,167 shares; 2025Q1: 5,174 shares; 2025Q2: 4,919 shares; 2025Q3: 4,862 shares 4,862$1.08M0.21%-57Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,310 shares; 2025Q1: 1,254 shares; 2025Q2: 1,287 shares; 2025Q3: 1,505 shares 1,505$1.08M0.21%+218Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 15,958 shares; 2025Q1: 16,156 shares; 2025Q2: 16,510 shares; 2025Q3: 20,914 shares 20,914$1.08M0.21%+4,404Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 554 shares; 2025Q1: 577 shares; 2025Q2: 923 shares; 2025Q3: 1,103 shares 1,103$1.07M0.21%+180Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,506 shares; 2025Q1: 3,388 shares; 2025Q2: 3,429 shares; 2025Q3: 3,425 shares 3,425$1.05M0.21%-4Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,706 shares; 2025Q1: 5,787 shares; 2025Q2: 5,537 shares; 2025Q3: 6,459 shares 6,459$1.05M0.2%+922Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 845 shares; 2025Q1: 855 shares; 2025Q2: 860 shares; 2025Q3: 1,082 shares 1,082$996K0.2%+222Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,257 shares; 2024Q4: 43,773 shares; 2025Q1: 34,505 shares; 2025Q2: 15,088 shares; 2025Q3: 14,731 shares 14,731$994K0.19%-357Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 14,447 shares; 2025Q1: 14,566 shares; 2025Q2: 14,566 shares; 2025Q3: 15,067 shares 15,067$983K0.19%+501Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 2,647 shares; 2025Q1: 2,622 shares; 2025Q2: 2,498 shares; 2025Q3: 5,401 shares 5,401$965K0.19%+2,903Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,070 shares; 2025Q1: 5,210 shares; 2025Q2: 5,169 shares; 2025Q3: 7,154 shares 7,154$958K0.19%+1,985Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 9,673 shares; 2025Q1: 9,900 shares; 2025Q2: 8,670 shares; 2025Q3: 4,781 shares 4,781$936K0.18%-3,889Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,663 shares; 2025Q1: 12,441 shares; 2025Q2: 15,700 shares; 2025Q3: 18,389 shares 18,389$931K0.18%+2,689Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,706 shares; 2025Q3: 12,063 shares 12,063$922K0.18%+7,357Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 6,762 shares; 2025Q1: 6,772 shares; 2025Q2: 6,916 shares; 2025Q3: 6,591 shares 6,591$917K0.18%-325Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 11,037 shares; 2025Q1: 9,482 shares; 2025Q2: 9,573 shares; 2025Q3: 10,879 shares 10,879$913K0.18%+1,306Timeline
UBERUBER TECHNOLOGIES INCQuarterly 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: 5,176 shares; 2025Q2: 6,337 shares; 2025Q3: 9,085 shares 9,085$890K0.17%+2,748Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 2,889 shares; 2025Q1: 3,045 shares; 2025Q2: 2,872 shares; 2025Q3: 2,634 shares 2,634$889K0.17%-238Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,647 shares; 2025Q1: 2,079 shares; 2025Q2: 2,072 shares; 2025Q3: 2,489 shares 2,489$874K0.17%+417Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,104 shares; 2025Q1: 4,105 shares; 2025Q2: 4,121 shares; 2025Q3: 4,343 shares 4,343$873K0.17%+222Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 12,293 shares; 2025Q1: 10,782 shares; 2025Q2: 24,918 shares; 2025Q3: 22,668 shares 22,668$862K0.17%-2,250Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 2,416 shares; 2025Q3: 2,448 shares 2,448$856K0.17%+32Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 6,520 shares; 2025Q1: 8,052 shares; 2025Q2: 8,467 shares; 2025Q3: 10,199 shares 10,199$855K0.17%+1,732Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,415 shares; 2025Q1: 8,445 shares; 2025Q2: 8,480 shares; 2025Q3: 8,516 shares 8,516$851K0.17%+36Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,382 shares; 2025Q1: 4,175 shares; 2025Q2: 4,254 shares; 2025Q3: 7,362 shares 7,362$830K0.16%+3,108Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,159 shares; 2025Q1: 2,037 shares; 2025Q2: 1,774 shares; 2025Q3: 2,340 shares 2,340$827K0.16%+566Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,963 shares; 2025Q1: 3,992 shares; 2025Q2: 4,049 shares; 2025Q3: 4,907 shares 4,907$821K0.16%+858Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,336 shares; 2024Q4: 9,044 shares; 2025Q1: 8,832 shares; 2025Q2: 8,596 shares; 2025Q3: 11,922 shares 11,922$816K0.16%+3,326Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 5,777 shares; 2025Q1: 5,792 shares; 2025Q2: 5,804 shares; 2025Q3: 5,765 shares 5,765$807K0.16%-39Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,421 shares; 2025Q1: 3,392 shares; 2025Q2: 3,146 shares; 2025Q3: 3,111 shares 3,111$798K0.16%-35Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,234 shares; 2025Q1: 3,302 shares; 2025Q2: 3,340 shares; 2025Q3: 5,090 shares 5,090$782K0.15%+1,750Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,927 shares; 2024Q4: 13,600 shares; 2025Q1: 13,600 shares; 2025Q2: 16,115 shares; 2025Q3: 15,960 shares 15,960$760K0.15%-155Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,137 shares; 2025Q1: 1,354 shares; 2025Q2: 1,316 shares; 2025Q3: 1,591 shares 1,591$759K0.15%+275Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,351 shares; 2025Q1: 2,469 shares; 2025Q2: 2,472 shares; 2025Q3: 2,710 shares 2,710$757K0.15%+238Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 715 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 977 shares 977$756K0.15%+98Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,621 shares; 2025Q1: 8,412 shares; 2025Q2: 8,076 shares; 2025Q3: 8,076 shares 8,076$754K0.15%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,066 shares; 2025Q1: 1,132 shares; 2025Q2: 1,169 shares; 2025Q3: 1,536 shares 1,536$748K0.15%+367Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,853 shares; 2025Q1: 2,916 shares; 2025Q2: 2,914 shares; 2025Q3: 2,847 shares 2,847$742K0.15%-67Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,727 shares; 2025Q1: 3,856 shares; 2025Q2: 3,893 shares; 2025Q3: 4,335 shares 4,335$731K0.14%+442Timeline
VFMVVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,556 shares; 2025Q1: 5,556 shares; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares 5,556$730K0.14%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 5,973 shares; 2025Q1: 5,674 shares; 2025Q2: 5,673 shares; 2025Q3: 6,366 shares 6,366$729K0.14%+693Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 720 shares; 2025Q1: 743 shares; 2025Q2: 706 shares; 2025Q3: 1,040 shares 1,040$710K0.14%+334Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 9,090 shares; 2025Q1: 15,307 shares; 2025Q2: 13,171 shares; 2025Q3: 13,157 shares 13,157$709K0.14%-14Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 8,871 shares; 2025Q1: 8,948 shares; 2025Q2: 8,448 shares; 2025Q3: 8,448 shares 8,448$708K0.14%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 4,169 shares; 2025Q2: 4,020 shares; 2025Q3: 4,651 shares 4,651$702K0.14%+631Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 2,971 shares; 2025Q1: 2,995 shares; 2025Q2: 2,984 shares; 2025Q3: 4,166 shares 4,166$693K0.14%+1,182Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 7,773 shares; 2025Q1: 7,437 shares; 2025Q2: 7,594 shares; 2025Q3: 10,144 shares 10,144$673K0.13%+2,550Timeline
DASHDOORDASH INCQuarterly 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: 1,879 shares; 2025Q2: 2,062 shares; 2025Q3: 2,470 shares 2,470$672K0.13%+408Timeline
CEGCONSTELLATION ENERGY CORPQuarterly 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: 1,514 shares; 2025Q2: 1,679 shares; 2025Q3: 2,035 shares 2,035$670K0.13%+356Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,057 shares; 2024Q4: 20,532 shares; 2025Q1: 18,723 shares; 2025Q2: 18,913 shares; 2025Q3: 19,944 shares 19,944$669K0.13%+1,031Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,811 shares; 2025Q1: 5,532 shares; 2025Q2: 5,496 shares; 2025Q3: 5,394 shares 5,394$654K0.13%-102Timeline
NUNU HLDGS LTDQuarterly 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: 18,726 shares; 2025Q2: 23,086 shares; 2025Q3: 40,726 shares 40,726$652K0.13%+17,640Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 12,302 shares; 2025Q1: 7,949 shares; 2025Q2: 6,685 shares; 2025Q3: 6,459 shares 6,459$647K0.13%-226Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 9,319 shares; 2025Q1: 7,469 shares; 2025Q2: 5,501 shares; 2025Q3: 4,648 shares 4,648$644K0.13%-853Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,390 shares; 2024Q4: 13,173 shares; 2025Q1: 12,881 shares; 2025Q2: 11,645 shares; 2025Q3: 11,425 shares 11,425$641K0.13%-220Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 2,034 shares; 2025Q1: 2,103 shares; 2025Q2: 2,219 shares; 2025Q3: 2,592 shares 2,592$640K0.13%+373Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 948 shares; 2025Q1: 1,078 shares; 2025Q2: 1,138 shares; 2025Q3: 1,429 shares 1,429$639K0.13%+291Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: 11,546 shares; 2025Q1: 7,362 shares; 2025Q2: 7,201 shares; 2025Q3: 7,149 shares 7,149$639K0.13%-52Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 5,682 shares; 2025Q1: 7,219 shares; 2025Q2: 7,851 shares; 2025Q3: 9,625 shares 9,625$636K0.12%+1,774Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 22,847 shares; 2025Q1: 19,869 shares; 2025Q2: 20,707 shares; 2025Q3: 20,124 shares 20,124$635K0.12%-583Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 526 shares; 2025Q1: 496 shares; 2025Q2: 537 shares; 2025Q3: 793 shares 793$632K0.12%+256Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,040 shares; 2025Q1: 1,865 shares; 2025Q2: 1,925 shares; 2025Q3: 2,628 shares 2,628$629K0.12%+703Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,932 shares; 2025Q1: 7,758 shares; 2025Q2: 8,878 shares; 2025Q3: 10,268 shares 10,268$626K0.12%+1,390Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 822 shares; 2025Q1: 851 shares; 2025Q2: 841 shares; 2025Q3: 836 shares 836$623K0.12%-5Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,758 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 3,111 shares 3,111$609K0.12%+337Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,420 shares; 2025Q1: 4,487 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares 4,412$608K0.12%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,520 shares; 2025Q1: 1,500 shares; 2025Q2: 1,525 shares; 2025Q3: 1,992 shares 1,992$598K0.12%+467Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 386 shares; 2025Q2: 383 shares; 2025Q3: 505 shares 505$589K0.12%+122Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,111 shares; 2025Q1: 1,135 shares; 2025Q2: 1,183 shares; 2025Q3: 1,919 shares 1,919$583K0.11%+736Timeline
GEVGE VERNOVA INCQuarterly 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: 664 shares; 2025Q3: 930 shares 930$572K0.11%+266Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,467 shares; 2025Q3: 2,005 shares 2,005$566K0.11%+538Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 5,369 shares; 2025Q2: 5,703 shares; 2025Q3: 6,650 shares 6,650$559K0.11%+947Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: not reported; 2025Q1: 2,739 shares; 2025Q2: 3,266 shares; 2025Q3: 5,865 shares 5,865$559K0.11%+2,599Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 173 shares; 2025Q1: 200 shares; 2025Q2: 224 shares; 2025Q3: 238 shares 238$557K0.11%+14Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 819 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 1,624 shares 1,624$554K0.11%+865Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 5,625 shares; 2025Q1: 5,631 shares; 2025Q2: 6,292 shares; 2025Q3: 6,244 shares 6,244$553K0.11%-48Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 748 shares; 2025Q1: 1,018 shares; 2025Q2: 1,041 shares; 2025Q3: 1,465 shares 1,465$549K0.11%+424Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 7,410 shares; 2025Q1: 7,333 shares; 2025Q2: 7,222 shares; 2025Q3: 7,114 shares 7,114$541K0.11%-108Timeline
TXNTEXAS INSTRS INCQuarterly 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: 2,351 shares; 2025Q2: 2,352 shares; 2025Q3: 2,937 shares 2,937$540K0.11%+585Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,804 shares; 2024Q4: 21,663 shares; 2025Q1: 11,063 shares; 2025Q2: 11,202 shares; 2025Q3: 4,683 shares 4,683$533K0.1%-6,519Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,152 shares; 2025Q1: 1,161 shares; 2025Q2: 984 shares; 2025Q3: 1,078 shares 1,078$524K0.1%+94Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,074 shares; 2025Q1: 1,979 shares; 2025Q2: 3,521 shares; 2025Q3: 4,054 shares 4,054$520K0.1%+533Timeline
RCLROYAL CARIBBEAN GROUPQuarterly 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: 1,156 shares; 2025Q2: 1,240 shares; 2025Q3: 1,603 shares 1,603$519K0.1%+363Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,593 shares; 2025Q1: 3,548 shares; 2025Q2: 3,543 shares; 2025Q3: 3,632 shares 3,632$516K0.1%+89Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,567 shares; 2025Q1: 6,692 shares; 2025Q2: 5,538 shares; 2025Q3: 6,389 shares 6,389$516K0.1%+851Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,766 shares; 2024Q4: 14,383 shares; 2025Q1: 13,831 shares; 2025Q2: 14,111 shares; 2025Q3: 20,206 shares 20,206$515K0.1%+6,095Timeline
BNYBANK OF NY MELLON CORPQuarterly 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: 3,626 shares; 2025Q2: 3,913 shares; 2025Q3: 4,702 shares 4,702$512K0.1%+789Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,359 shares; 2025Q1: 1,428 shares; 2025Q2: 1,566 shares; 2025Q3: 1,815 shares 1,815$512K0.1%+249Timeline
CWCURTISS WRIGHT CORPQuarterly 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: 534 shares; 2025Q3: 943 shares 943$512K0.1%+409Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 590 shares; 2025Q2: 595 shares; 2025Q3: 733 shares 733$512K0.1%+138Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,721 shares; 2025Q1: 4,688 shares; 2025Q2: 5,520 shares; 2025Q3: 7,127 shares 7,127$505K0.1%+1,607Timeline
COFCAPITAL ONE FINL CORPQuarterly 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: 2,361 shares 2,361$502K0.1%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 3,104 shares; 2025Q1: 6,310 shares; 2025Q2: 6,464 shares; 2025Q3: 7,480 shares 7,480$502K0.1%+1,016Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,001 shares; 2025Q1: not reported; 2025Q2: 2,753 shares; 2025Q3: 4,035 shares 4,035$499K0.1%+1,282Timeline
TPRTAPESTRY INCQuarterly 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: 4,409 shares 4,409$499K0.1%newTimeline
DDOGDATADOG INCQuarterly 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: 2,213 shares; 2025Q3: 3,419 shares 3,419$487K0.1%+1,206Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,823 shares; 2025Q1: 2,837 shares; 2025Q2: 2,813 shares; 2025Q3: 3,416 shares 3,416$484K0.09%+603Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,690 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 2,562 shares 2,562$484K0.09%+1,040Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 859 shares; 2025Q1: 806 shares; 2025Q2: 817 shares; 2025Q3: 1,395 shares 1,395$484K0.09%+578Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,743 shares; 2025Q1: 2,771 shares; 2025Q2: 2,929 shares; 2025Q3: 3,858 shares 3,858$477K0.09%+929Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,417 shares; 2025Q1: 1,419 shares; 2025Q2: 769 shares; 2025Q3: 769 shares 769$471K0.09%0Timeline
PHMPULTE GROUP INCQuarterly 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: 2,080 shares; 2025Q2: 1,983 shares; 2025Q3: 3,560 shares 3,560$470K0.09%+1,577Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,546 shares; 2025Q1: 5,639 shares; 2025Q2: 5,908 shares; 2025Q3: 7,382 shares 7,382$468K0.09%+1,474Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 364 shares; 2025Q1: 417 shares; 2025Q2: 345 shares; 2025Q3: 432 shares 432$466K0.09%+87Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,959 shares; 2025Q1: 1,963 shares; 2025Q2: 2,136 shares; 2025Q3: 2,137 shares 2,137$461K0.09%+1Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 8,540 shares; 2025Q1: 7,419 shares; 2025Q2: 6,720 shares; 2025Q3: 7,003 shares 7,003$454K0.09%+283Timeline
BABOEING COQuarterly 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: 1,545 shares; 2025Q2: 1,769 shares; 2025Q3: 2,070 shares 2,070$447K0.09%+301Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,349 shares; 2025Q1: 3,218 shares; 2025Q2: 3,077 shares; 2025Q3: 3,326 shares 3,326$444K0.09%+249Timeline
HWMHOWMET AEROSPACE INCQuarterly 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: 1,163 shares; 2025Q3: 2,249 shares 2,249$441K0.09%+1,086Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 659 shares; 2025Q1: 674 shares; 2025Q2: 671 shares; 2025Q3: 928 shares 928$441K0.09%+257Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 243 shares; 2025Q1: 263 shares; 2025Q2: 278 shares; 2025Q3: 331 shares 331$437K0.09%+53Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 486 shares; 2025Q1: 789 shares; 2025Q2: 806 shares; 2025Q3: 883 shares 883$435K0.09%+77Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 3,223 shares; 2025Q1: 3,236 shares; 2025Q2: 5,713 shares; 2025Q3: 5,545 shares 5,545$435K0.09%-168Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,326 shares; 2024Q4: 31,452 shares; 2025Q1: 22,355 shares; 2025Q2: 18,190 shares; 2025Q3: 13,699 shares 13,699$432K0.08%-4,491Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly 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: 2,297 shares; 2025Q2: 2,575 shares; 2025Q3: 4,365 shares 4,365$426K0.08%+1,790Timeline
IWBISHARES TRQuarterly 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: 1,404 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares 1,166$426K0.08%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,632 shares 5,632$425K0.08%newTimeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 3,178 shares; 2025Q1: 3,118 shares; 2025Q2: 4,855 shares; 2025Q3: 4,806 shares 4,806$419K0.08%-49Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares 1,638$417K0.08%0Timeline
CCITIGROUP INCQuarterly 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: 4,092 shares 4,092$413K0.08%newTimeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,734 shares; 2025Q1: 4,072 shares; 2025Q2: 4,826 shares; 2025Q3: 4,980 shares 4,980$411K0.08%+154Timeline
URIUNITED RENTALS INCQuarterly 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: 362 shares; 2025Q2: 372 shares; 2025Q3: 424 shares 424$405K0.08%+52Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 2,843 shares; 2025Q1: 2,844 shares; 2025Q2: 2,332 shares; 2025Q3: 2,317 shares 2,317$400K0.08%-15Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,125 shares; 2025Q3: 3,206 shares 3,206$393K0.08%+81Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,185 shares; 2025Q1: 2,186 shares; 2025Q2: 2,220 shares; 2025Q3: 2,648 shares 2,648$391K0.08%+428Timeline
ANAUTONATION INCQuarterly 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: 1,772 shares 1,772$388K0.08%newTimeline
EMEEMCOR GROUP INCQuarterly 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: 593 shares 593$385K0.08%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 815 shares; 2025Q1: 881 shares; 2025Q2: not reported; 2025Q3: 1,526 shares 1,526$385K0.08%newTimeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 6,082 shares; 2025Q1: 9,570 shares; 2025Q2: 9,455 shares; 2025Q3: 9,038 shares 9,038$383K0.08%-417Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 3,992 shares 3,992$381K0.07%+1,711Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,076 shares; 2025Q1: 1,116 shares; 2025Q2: 1,168 shares; 2025Q3: 1,598 shares 1,598$378K0.07%+430Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 1,787 shares; 2025Q1: 1,939 shares; 2025Q2: 1,700 shares; 2025Q3: 1,893 shares 1,893$376K0.07%+193Timeline
TJXTJX COS INC NEWQuarterly 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: 1,655 shares; 2025Q2: 1,668 shares; 2025Q3: 2,548 shares 2,548$369K0.07%+880Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,121 shares; 2025Q1: 5,084 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares 4,234$365K0.07%0Timeline
TAT&T INCQuarterly 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: 7,097 shares; 2025Q2: 8,073 shares; 2025Q3: 12,917 shares 12,917$365K0.07%+4,844Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 4,881 shares; 2025Q1: 4,897 shares; 2025Q2: 5,100 shares; 2025Q3: 5,929 shares 5,929$363K0.07%+829Timeline
ABNBAIRBNB INCQuarterly 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: 2,955 shares 2,955$359K0.07%newTimeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly 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: 5,295 shares 5,295$356K0.07%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 586 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares 592$355K0.07%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,228 shares; 2025Q1: 3,081 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares 1,467$355K0.07%0Timeline
SSENTINELONE INCQuarterly 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: 20,174 shares; 2025Q2: 20,172 shares; 2025Q3: 20,156 shares 20,156$355K0.07%-16Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 842 shares; 2025Q1: 928 shares; 2025Q2: 1,014 shares; 2025Q3: 1,418 shares 1,418$353K0.07%+404Timeline
AVBAVALONBAY CMNTYS INCQuarterly 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: 1,833 shares; 2025Q2: 1,838 shares; 2025Q3: 1,825 shares 1,825$353K0.07%-13Timeline
ULTAULTA BEAUTY INCQuarterly 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: 644 shares 644$352K0.07%newTimeline
ARKGARK ETF TRQuarterly 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: 12,642 shares 12,642$351K0.07%newTimeline
EXPEEXPEDIA GROUP INCQuarterly 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: 1,628 shares 1,628$348K0.07%newTimeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,565 shares; 2025Q3: 8,883 shares 8,883$348K0.07%-682Timeline
JBLJABIL INCQuarterly 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: 1,602 shares 1,602$348K0.07%newTimeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,852 shares; 2025Q1: 2,313 shares; 2025Q2: 1,345 shares; 2025Q3: 1,282 shares 1,282$347K0.07%-63Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 64 shares 64$347K0.07%newTimeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,076 shares; 2025Q1: 3,131 shares; 2025Q2: 3,136 shares; 2025Q3: 3,011 shares 3,011$346K0.07%-125Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,888 shares; 2025Q2: not reported; 2025Q3: 3,111 shares 3,111$345K0.07%newTimeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,788 shares; 2025Q1: 2,716 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares 2,593$340K0.07%0Timeline
KRCKILROY REALTY CORPQuarterly 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: 7,995 shares 7,995$338K0.07%newTimeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 5,646 shares; 2025Q1: 5,878 shares; 2025Q2: 5,812 shares; 2025Q3: 5,840 shares 5,840$336K0.07%+28Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly 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: 1,761 shares 1,761$331K0.06%newTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,140 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,561 shares 1,561$327K0.06%+1Timeline
GRMNGARMIN LTDQuarterly 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: 1,301 shares 1,301$320K0.06%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,587 shares; 2025Q1: 2,808 shares; 2025Q2: 2,262 shares; 2025Q3: 2,315 shares 2,315$319K0.06%+53Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares 3,500$318K0.06%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,193 shares; 2025Q1: 5,238 shares; 2025Q2: 5,316 shares; 2025Q3: 5,308 shares 5,308$317K0.06%-8Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 4,390 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,787 shares 4,787$315K0.06%+475Timeline
ADSKAUTODESK INCQuarterly 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: 984 shares 984$312K0.06%newTimeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 2,075 shares; 2025Q1: 3,066 shares; 2025Q2: 3,056 shares; 2025Q3: 2,900 shares 2,900$311K0.06%-156Timeline
FOURSHIFT4 PMTS INCQuarterly 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: 3,987 shares 3,987$309K0.06%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 5,502 shares; 2025Q3: 7,015 shares 7,015$308K0.06%+1,513Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,036 shares; 2025Q1: 1,088 shares; 2025Q2: 1,052 shares; 2025Q3: 784 shares 784$307K0.06%-268Timeline
CMICUMMINS INCQuarterly 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: 727 shares 727$307K0.06%newTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 5,501 shares; 2025Q1: 5,501 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares 5,501$304K0.06%0Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,707 shares; 2024Q4: 9,545 shares; 2025Q1: 9,509 shares; 2025Q2: 8,156 shares; 2025Q3: 6,503 shares 6,503$304K0.06%-1,653Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,656 shares; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 4,348 shares 4,348$303K0.06%+1,299Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 980 shares; 2025Q2: 1,010 shares; 2025Q3: 1,428 shares 1,428$301K0.06%+418Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 623 shares; 2025Q1: 759 shares; 2025Q2: 482 shares; 2025Q3: 590 shares 590$294K0.06%+108Timeline
SESEA LTDQuarterly 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: 1,388 shares; 2025Q3: 1,643 shares 1,643$294K0.06%+255Timeline
CRUSCIRRUS LOGIC INCQuarterly 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: 2,341 shares 2,341$293K0.06%newTimeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,224 shares 11,224$292K0.06%newTimeline
ORLYOREILLY AUTOMOTIVE INCQuarterly 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: 2,664 shares 2,664$287K0.06%newTimeline
TTCTORO COQuarterly 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: 3,752 shares 3,752$286K0.06%newTimeline
AIGAMERICAN INTL GROUP INCQuarterly 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: 2,842 shares; 2025Q2: 2,873 shares; 2025Q3: 3,614 shares 3,614$285K0.06%+741Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 3,483 shares; 2025Q1: 3,422 shares; 2025Q2: 3,293 shares; 2025Q3: 3,168 shares 3,168$284K0.06%-125Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,159 shares; 2025Q1: 3,600 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares 3,559$284K0.06%0Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,623 shares; 2024Q4: 12,637 shares; 2025Q1: 11,516 shares; 2025Q2: 10,503 shares; 2025Q3: 24,178 shares 24,178$283K0.06%+13,675Timeline
PCTYPAYLOCITY HLDG CORPQuarterly 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: 1,766 shares 1,766$281K0.06%newTimeline
XLCSELECT SECTOR SPDR TRQuarterly 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: 2,505 shares; 2025Q2: 2,383 shares; 2025Q3: 2,372 shares 2,372$281K0.06%-11Timeline
ZMZOOM COMMUNICATIONS INCQuarterly 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: 3,386 shares 3,386$279K0.05%newTimeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,364 shares; 2024Q4: 13,619 shares; 2025Q1: 14,203 shares; 2025Q2: 14,658 shares; 2025Q3: 14,157 shares 14,157$279K0.05%-501Timeline
ILMNILLUMINA INCQuarterly 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: 2,911 shares 2,911$276K0.05%newTimeline
HSYHERSHEY COQuarterly 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: 1,474 shares 1,474$276K0.05%newTimeline
IAKISHARES TRQuarterly 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: 2,180 shares; 2025Q2: 2,150 shares; 2025Q3: 2,057 shares 2,057$276K0.05%-93Timeline
SMCISUPER MICRO COMPUTER INCQuarterly 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: 6,274 shares; 2025Q2: 5,848 shares; 2025Q3: 5,658 shares 5,658$271K0.05%-190Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 3,216 shares 3,216$270K0.05%+108Timeline
DEDEERE & COQuarterly 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: 478 shares; 2025Q2: 454 shares; 2025Q3: 590 shares 590$270K0.05%+136Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,202 shares; 2025Q1: 3,990 shares; 2025Q2: 4,354 shares; 2025Q3: 5,468 shares 5,468$268K0.05%+1,114Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly 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: 6,000 shares 6,000$267K0.05%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 6,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,690 shares 3,690$267K0.05%newTimeline
NTRSNORTHERN TR CORPQuarterly 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: 1,977 shares 1,977$266K0.05%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,383 shares; 2025Q1: 2,393 shares; 2025Q2: 2,488 shares; 2025Q3: 3,302 shares 3,302$264K0.05%+814Timeline
PHPARKER-HANNIFIN CORPQuarterly 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: 291 shares; 2025Q3: 347 shares 347$263K0.05%+56Timeline
CGNXCOGNEX CORPQuarterly 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: 5,798 shares 5,798$263K0.05%newTimeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly 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: 2,853 shares 2,853$261K0.05%newTimeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,594 shares; 2025Q1: 1,868 shares; 2025Q2: not reported; 2025Q3: 2,559 shares 2,559$259K0.05%newTimeline
SWKSSKYWORKS SOLUTIONS INCQuarterly 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: 3,368 shares 3,368$259K0.05%newTimeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: not reported; 2025Q1: 4,046 shares; 2025Q2: 4,049 shares; 2025Q3: 4,412 shares 4,412$259K0.05%+363Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly 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: 2,076 shares; 2025Q3: 2,341 shares 2,341$257K0.05%+265Timeline
STTSTATE STR CORPQuarterly 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: 2,209 shares 2,209$256K0.05%newTimeline
TTEKTETRA TECH INC NEWQuarterly 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: 7,674 shares 7,674$256K0.05%newTimeline
COPCONOCOPHILLIPSQuarterly 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: 2,684 shares 2,684$255K0.05%newTimeline
SYKSTRYKER CORPORATIONQuarterly 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: 687 shares 687$254K0.05%newTimeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,154 shares; 2025Q1: 2,160 shares; 2025Q2: 1,683 shares; 2025Q3: 1,686 shares 1,686$253K0.05%+3Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly 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: 3,622 shares; 2025Q2: 3,599 shares; 2025Q3: 3,441 shares 3,441$251K0.05%-158Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500$250K0.05%0Timeline
DTDYNATRACE INCQuarterly 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: 5,145 shares 5,145$249K0.05%newTimeline
MASMASCO CORPQuarterly 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: 3,538 shares 3,538$249K0.05%newTimeline
ADIANALOG DEVICES INCQuarterly 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: 1,013 shares 1,013$249K0.05%newTimeline
OKTAOKTA INCQuarterly 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: 2,691 shares 2,691$247K0.05%newTimeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares 3,215$247K0.05%newTimeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,214 shares; 2025Q1: 2,218 shares; 2025Q2: 2,314 shares; 2025Q3: 2,464 shares 2,464$242K0.05%+150Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,769 shares 4,769$241K0.05%newTimeline
RLRALPH LAUREN CORPQuarterly 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: 766 shares 766$240K0.05%newTimeline
TELTE CONNECTIVITY PLCQuarterly 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: 1,090 shares 1,090$239K0.05%newTimeline
TNLTRAVEL PLUS LEISURE COQuarterly 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: 4,015 shares 4,015$239K0.05%newTimeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly 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: 1,218 shares 1,218$239K0.05%newTimeline
BYDBOYD GAMING CORPQuarterly 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: 2,749 shares 2,749$238K0.05%newTimeline
CFCF INDUSTRIES HOLDQuarterly 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: 2,642 shares 2,642$237K0.05%newTimeline
VLOVALERO ENERGY CORPQuarterly 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: 1,386 shares 1,386$236K0.05%newTimeline
EMREMERSON ELEC COQuarterly 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: 1,796 shares 1,796$236K0.05%newTimeline
RMDRESMED INCQuarterly 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: 849 shares 849$232K0.05%newTimeline
IYEISHARES TRQuarterly 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: 4,948 shares; 2025Q2: 4,965 shares; 2025Q3: 4,803 shares 4,803$228K0.04%-162Timeline
GNRCGENERAC HLDGS INCQuarterly 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: 1,333 shares 1,333$223K0.04%newTimeline
DDDUPONT DE NEMOURS INCQuarterly 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: 2,855 shares 2,855$222K0.04%newTimeline
DGXQUEST DIAGNOSTICS INCQuarterly 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: 1,157 shares 1,157$220K0.04%newTimeline
VEEVVEEVA SYS INCQuarterly 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: 729 shares 729$217K0.04%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,706 shares; 2025Q3: 5,506 shares 5,506$216K0.04%+800Timeline
SOSOUTHERN COQuarterly 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: 2,263 shares 2,263$214K0.04%newTimeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares 1,140$214K0.04%newTimeline
BKRBAKER HUGHES COMPANYQuarterly 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: 4,387 shares 4,387$214K0.04%newTimeline
PAUGINNOVATOR ETFS TRUSTQuarterly 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: 5,000 shares; 2025Q3: 5,000 shares 5,000$212K0.04%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly 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: 1,053 shares 1,053$212K0.04%newTimeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,882 shares; 2024Q4: 12,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,970 shares 7,970$211K0.04%newTimeline
OCOWENS CORNING NEWQuarterly 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: 1,477 shares 1,477$209K0.04%newTimeline
DVADAVITA INCQuarterly 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: 1,572 shares 1,572$209K0.04%newTimeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,426 shares 1,426$209K0.04%newTimeline
GISGENERAL MILLS INCQuarterly 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: 4,125 shares 4,125$208K0.04%newTimeline
ITWILLINOIS TOOL WKS INCQuarterly 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: 795 shares 795$207K0.04%newTimeline
MHKMOHAWK INDS INCQuarterly 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: 1,606 shares 1,606$207K0.04%newTimeline
BMNRBITMINE IMMERSION TECHS INCQuarterly 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: 3,973 shares 3,973$206K0.04%newTimeline
SAPSAP SEQuarterly 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: 769 shares 769$205K0.04%newTimeline
TWLOTWILIO INCQuarterly 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: 2,043 shares 2,043$204K0.04%newTimeline
BXBLACKSTONE INCQuarterly 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: 1,197 shares 1,197$204K0.04%newTimeline
HUMHUMANA INCQuarterly 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: 784 shares 784$204K0.04%newTimeline
IPINTERNATIONAL PAPER COQuarterly 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: 4,391 shares 4,391$204K0.04%newTimeline
LECOLINCOLN ELEC HLDGS INCQuarterly 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: 862 shares 862$203K0.04%newTimeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly 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: 420 shares 420$203K0.04%new
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,440 shares; 2025Q3: 4,439 shares 4,439$203K0.04%-1Timeline
WMWASTE MGMT INC DELQuarterly 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: 918 shares 918$203K0.04%newTimeline
GLWCORNING INCQuarterly 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: 2,465 shares 2,465$202K0.04%newTimeline
FISFIDELITY NATL INFORMATION SVQuarterly 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: 3,133 shares; 2025Q2: 3,402 shares; 2025Q3: 3,063 shares 3,063$202K0.04%-339Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,284 shares; 2024Q4: 14,451 shares; 2025Q1: 11,867 shares; 2025Q2: 10,665 shares; 2025Q3: 11,695 shares 11,695$202K0.04%+1,030Timeline
FFIVF5 INCQuarterly 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: 624 shares 624$202K0.04%newTimeline
EXCEXELON CORPQuarterly 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: 4,453 shares 4,453$200K0.04%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,243 shares 14,243$170K0.03%newTimeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,522 shares; 2024Q4: 26,494 shares; 2025Q1: 18,543 shares; 2025Q2: 17,597 shares; 2025Q3: 16,445 shares 16,445$158K0.03%-1,152Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,631 shares 10,631$119K0.02%newTimeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,460 shares 10,460$114K0.02%newTimeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,836 shares 10,836$114K0.02%newTimeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,922 shares; 2025Q3: 18,505 shares 18,505$111K0.02%+4,583Timeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,018 shares 11,018$96K0.02%newTimeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,487 shares; 2024Q4: 30,823 shares; 2025Q1: 25,717 shares; 2025Q2: 19,930 shares; 2025Q3: 19,101 shares 19,101$93.2K0.02%-829Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,362 shares 11,362$76.1K0.01%newTimeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,050 shares 14,050$73.6K0.01%newTimeline
BORRBORR DRILLING LTDQuarterly 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: 13,510 shares 13,510$36.3K0.01%newTimeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,248 shares 10,248$27K0.01%newTimeline
PACBPACIFIC BIOSCIENCES CALIF INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,962 shares; 2024Q4: 29,996 shares; 2025Q1: 23,563 shares; 2025Q2: 18,307 shares; 2025Q3: 17,795 shares 17,795$22.8K<0.01%-512Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HELOJ P MORGAN EXCHANGE TRADED F16,905$1.06Mshares
XBISPDR SERIES TRUST3,452$286Kshares
NTRANATERA INC1,641$277Kshares
LULULULULEMON ATHLETICA INC1,150$273Kshares
CMGCHIPOTLE MEXICAN GRILL INC4,299$241Kshares
OTISOTIS WORLDWIDE CORP2,343$232Kshares
HUBSHUBSPOT INC379$211Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001845998-25-000004 base2025-11-12acceptance time not in the bulk data set