NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,693 shares; 2024Q4: 192,747 shares; 2025Q1: 191,676 shares; 2025Q2: 194,758 shares; 2025Q3: 190,308 shares 190,308 $35.5M 4.5% -4,450 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,833 shares; 2024Q4: 135,943 shares; 2025Q1: 135,293 shares; 2025Q2: 116,947 shares; 2025Q3: 134,414 shares 134,414 $34.2M 4.34% +17,467 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,618 shares; 2024Q4: 64,856 shares; 2025Q1: 64,233 shares; 2025Q2: 64,335 shares; 2025Q3: 64,190 shares 64,190 $33.2M 4.21% -145 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,703 shares; 2024Q4: 81,311 shares; 2025Q1: 80,785 shares; 2025Q2: 80,709 shares; 2025Q3: 78,564 shares 78,564 $24.2M 3.06% -2,145 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,005 shares; 2024Q4: 54,381 shares; 2025Q1: 54,188 shares; 2025Q2: 54,502 shares; 2025Q3: 55,641 shares 55,641 $17.6M 2.22% +1,139 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,411 shares; 2024Q4: 93,521 shares; 2025Q1: 94,250 shares; 2025Q2: 95,520 shares; 2025Q3: 96,682 shares 96,682 $16.5M 2.09% +1,162 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,747 shares; 2024Q4: 90,537 shares; 2025Q1: 87,350 shares; 2025Q2: 48,074 shares; 2025Q3: 87,545 shares 87,545 $16.2M 2.06% +39,471 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,036 shares; 2024Q4: 33,273 shares; 2025Q1: 33,258 shares; 2025Q2: 33,847 shares; 2025Q3: 33,945 shares 33,945 $16.2M 2.05% +98 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,989 shares; 2024Q4: 47,745 shares; 2025Q1: 47,379 shares; 2025Q2: 48,398 shares; 2025Q3: 48,634 shares 48,634 $16M 2.03% +236 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,504 shares; 2024Q4: 21,663 shares; 2025Q1: 20,879 shares; 2025Q2: 20,884 shares; 2025Q3: 20,898 shares 20,898 $15.9M 2.02% +14 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,855 shares; 2024Q4: 66,939 shares; 2025Q1: 67,075 shares; 2025Q2: 66,314 shares; 2025Q3: 66,637 shares 66,637 $14.7M 1.86% +323 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,885 shares; 2024Q4: 34,358 shares; 2025Q1: 34,395 shares; 2025Q2: 34,353 shares; 2025Q3: 35,207 shares 35,207 $14.3M 1.81% +854 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,195 shares; 2024Q4: 61,196 shares; 2025Q1: 61,570 shares; 2025Q2: 62,474 shares; 2025Q3: 63,371 shares 63,371 $13.9M 1.76% +897 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,579 shares; 2024Q4: 261,167 shares; 2025Q1: 263,314 shares; 2025Q2: 266,117 shares; 2025Q3: 266,982 shares 266,982 $13.8M 1.74% +865 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,527 shares; 2024Q4: 58,215 shares; 2025Q1: 57,355 shares; 2025Q2: 55,942 shares; 2025Q3: 58,826 shares 58,826 $13.6M 1.73% +2,884 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,922 shares; 2024Q4: 60,178 shares; 2025Q1: 60,472 shares; 2025Q2: 60,942 shares; 2025Q3: 61,372 shares 61,372 $12.6M 1.59% +430 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,652 shares; 2024Q4: 49,838 shares; 2025Q1: 49,868 shares; 2025Q2: 50,208 shares; 2025Q3: 51,353 shares 51,353 $12.5M 1.58% +1,145 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,757 shares; 2024Q4: 36,651 shares; 2025Q1: 36,525 shares; 2025Q2: 36,606 shares; 2025Q3: 36,231 shares 36,231 $12.4M 1.57% -375 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,421 shares; 2024Q4: 127,313 shares; 2025Q1: 127,353 shares; 2025Q2: 127,653 shares; 2025Q3: 129,521 shares 129,521 $12.4M 1.57% +1,868 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,629 shares; 2024Q4: 127,388 shares; 2025Q1: 127,852 shares; 2025Q2: 127,036 shares; 2025Q3: 129,344 shares 129,344 $12.3M 1.55% +2,308 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 13,811 shares; 2025Q1: 14,065 shares; 2025Q2: 14,242 shares; 2025Q3: 14,565 shares 14,565 $10.7M 1.35% +323 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,773 shares; 2024Q4: 33,965 shares; 2025Q1: 34,010 shares; 2025Q2: 34,082 shares; 2025Q3: 34,477 shares 34,477 $10.5M 1.33% +395 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,949 shares; 2025Q1: 12,281 shares; 2025Q2: 12,591 shares; 2025Q3: 13,029 shares 13,029 $10.4M 1.31% +438 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,578 shares; 2024Q4: 20,564 shares; 2025Q1: 21,373 shares; 2025Q2: 21,831 shares; 2025Q3: 22,811 shares 22,811 $10.1M 1.28% +980 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,133 shares; 2024Q4: 20,109 shares; 2025Q1: 19,648 shares; 2025Q2: 19,729 shares; 2025Q3: 19,859 shares 19,859 $9.98M 1.26% +130 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,987 shares; 2024Q4: 57,290 shares; 2025Q1: 56,865 shares; 2025Q2: 58,123 shares; 2025Q3: 58,543 shares 58,543 $9.74M 1.23% +420 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 10,198 shares; 2025Q1: 10,164 shares; 2025Q2: 10,163 shares; 2025Q3: 10,270 shares 10,270 $9.51M 1.2% +107 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,378 shares; 2024Q4: 17,627 shares; 2025Q1: 17,917 shares; 2025Q2: 18,095 shares; 2025Q3: 18,844 shares 18,844 $9.41M 1.19% +749 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,109 shares; 2024Q4: 131,690 shares; 2025Q1: 133,487 shares; 2025Q2: 131,670 shares; 2025Q3: 134,686 shares 134,686 $8.93M 1.13% +3,016 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,359 shares; 2024Q4: 29,519 shares; 2025Q1: 29,419 shares; 2025Q2: 29,217 shares; 2025Q3: 30,183 shares 30,183 $8.86M 1.12% +966 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,069 shares; 2024Q4: 48,411 shares; 2025Q1: 51,396 shares; 2025Q2: 51,998 shares; 2025Q3: 55,550 shares 55,550 $8.63M 1.09% +3,552 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,793 shares; 2024Q4: 66,016 shares; 2025Q1: 66,704 shares; 2025Q2: 68,216 shares; 2025Q3: 69,477 shares 69,477 $8.43M 1.07% +1,261 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,435 shares; 2024Q4: 49,395 shares; 2025Q1: 50,085 shares; 2025Q2: 48,300 shares; 2025Q3: 50,325 shares 50,325 $7.73M 0.98% +2,025 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,567 shares; 2024Q4: 25,564 shares; 2025Q1: 25,612 shares; 2025Q2: 26,233 shares; 2025Q3: 27,305 shares 27,305 $7.71M 0.98% +1,072 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,569 shares; 2024Q4: 70,442 shares; 2025Q1: 69,946 shares; 2025Q2: 70,240 shares; 2025Q3: 72,617 shares 72,617 $7.48M 0.95% +2,377 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,116 shares; 2024Q4: 38,530 shares; 2025Q1: 41,117 shares; 2025Q2: 44,057 shares; 2025Q3: 45,993 shares 45,993 $7.44M 0.94% +1,936 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,560 shares; 2025Q1: 5,612 shares; 2025Q2: 5,699 shares; 2025Q3: 5,914 shares 5,914 $6.9M 0.87% +215 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,830 shares; 2024Q4: 31,696 shares; 2025Q1: 32,859 shares; 2025Q2: 33,012 shares; 2025Q3: 33,647 shares 33,647 $6.85M 0.87% +635 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,552 shares; 2024Q4: 142,516 shares; 2025Q1: 142,920 shares; 2025Q2: 140,647 shares; 2025Q3: 147,582 shares 147,582 $6.75M 0.85% +6,935 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,772 shares; 2024Q4: 75,755 shares; 2025Q1: 76,895 shares; 2025Q2: 77,869 shares; 2025Q3: 79,554 shares 79,554 $6.53M 0.83% +1,685 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,993 shares; 2024Q4: 49,352 shares; 2025Q1: 49,941 shares; 2025Q2: 49,310 shares; 2025Q3: 51,440 shares 51,440 $6.37M 0.81% +2,130 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,998 shares; 2024Q4: 46,875 shares; 2025Q1: 48,319 shares; 2025Q2: 49,245 shares; 2025Q3: 49,333 shares 49,333 $6.25M 0.79% +88 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,224 shares; 2024Q4: 51,644 shares; 2025Q1: 52,700 shares; 2025Q2: 52,319 shares; 2025Q3: 53,667 shares 53,667 $6.05M 0.77% +1,348 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,121 shares; 2024Q4: 18,381 shares; 2025Q1: 19,283 shares; 2025Q2: 20,015 shares; 2025Q3: 19,971 shares 19,971 $6M 0.76% -44 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 8,328 shares; 2025Q1: 8,249 shares; 2025Q2: 8,093 shares; 2025Q3: 8,413 shares 8,413 $5.63M 0.71% +320 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,608 shares; 2024Q4: 29,373 shares; 2025Q1: 30,252 shares; 2025Q2: 30,766 shares; 2025Q3: 32,229 shares 32,229 $5.57M 0.71% +1,463 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 13,377 shares; 2025Q1: 14,255 shares; 2025Q2: 27,236 shares; 2025Q3: 29,061 shares 29,061 $5.45M 0.69% +1,825 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,556 shares; 2024Q4: 34,516 shares; 2025Q1: 34,844 shares; 2025Q2: 34,731 shares; 2025Q3: 35,892 shares 35,892 $4.66M 0.59% +1,161 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,524 shares; 2025Q1: 3,549 shares; 2025Q2: 3,752 shares; 2025Q3: 3,877 shares 3,877 $4.65M 0.59% +125 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,199 shares; 2024Q4: 43,206 shares; 2025Q1: 33,773 shares; 2025Q2: 33,402 shares; 2025Q3: 33,237 shares 33,237 $4.61M 0.58% -165 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,360 shares; 2024Q4: 80,185 shares; 2025Q1: 81,148 shares; 2025Q2: 80,921 shares; 2025Q3: 81,227 shares 81,227 $4.53M 0.57% +306 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,267 shares; 2024Q4: 63,098 shares; 2025Q1: 60,745 shares; 2025Q2: 60,049 shares; 2025Q3: 59,987 shares 59,987 $4.1M 0.52% -62 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 95,488 shares; 2025Q1: 95,488 shares; 2025Q2: 95,488 shares; 2025Q3: 95,488 shares 95,488 $4.05M 0.51% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,813 shares; 2024Q4: 24,461 shares; 2025Q1: 24,335 shares; 2025Q2: 25,504 shares; 2025Q3: 25,393 shares 25,393 $3.99M 0.5% -111 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,828 shares; 2024Q4: 23,854 shares; 2025Q1: 23,628 shares; 2025Q2: 23,509 shares; 2025Q3: 23,481 shares 23,481 $3.93M 0.5% -28 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,059 shares; 2024Q4: 12,199 shares; 2025Q1: 12,245 shares; 2025Q2: 11,887 shares; 2025Q3: 12,650 shares 12,650 $3.81M 0.48% +763 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,079 shares; 2024Q4: 35,577 shares; 2025Q1: 35,007 shares; 2025Q2: 33,452 shares; 2025Q3: 32,633 shares 32,633 $3.74M 0.47% -819 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,426 shares; 2025Q1: 1,466 shares; 2025Q2: 1,472 shares; 2025Q3: 1,586 shares 1,586 $3.71M 0.47% +114 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,425 shares; 2024Q4: 54,450 shares; 2025Q1: 54,774 shares; 2025Q2: 13,744 shares; 2025Q3: 55,561 shares 55,561 $3.64M 0.46% +41,817 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,494 shares; 2024Q4: 128,095 shares; 2025Q1: 121,156 shares; 2025Q2: 104,806 shares; 2025Q3: 105,498 shares 105,498 $3.54M 0.45% +692 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,436 shares; 2024Q4: 27,957 shares; 2025Q1: 28,616 shares; 2025Q2: 29,500 shares; 2025Q3: 31,453 shares 31,453 $3.49M 0.44% +1,953 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,828 shares; 2024Q4: 8,416 shares; 2025Q1: 8,791 shares; 2025Q2: 9,051 shares; 2025Q3: 9,773 shares 9,773 $3.33M 0.42% +722 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,428 shares; 2024Q4: 19,998 shares; 2025Q1: 20,203 shares; 2025Q2: 19,766 shares; 2025Q3: 21,141 shares 21,141 $3.06M 0.39% +1,375 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 10,975 shares; 2025Q1: 10,841 shares; 2025Q2: 11,810 shares; 2025Q3: 12,606 shares 12,606 $2.97M 0.38% +796 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,533 shares; 2024Q4: 27,920 shares; 2025Q1: 28,412 shares; 2025Q2: 29,051 shares; 2025Q3: 33,883 shares 33,883 $2.84M 0.36% +4,832 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,771 shares; 2024Q4: 52,095 shares; 2025Q1: 53,156 shares; 2025Q2: 52,829 shares; 2025Q3: 61,749 shares 61,749 $2.78M 0.35% +8,920 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,186 shares; 2024Q4: 17,479 shares; 2025Q1: 16,390 shares; 2025Q2: 16,733 shares; 2025Q3: 16,780 shares 16,780 $2.76M 0.35% +47 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,935 shares; 2024Q4: 126,748 shares; 2025Q1: 122,357 shares; 2025Q2: 117,612 shares; 2025Q3: 106,450 shares 106,450 $2.71M 0.34% -11,162 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,581 shares; 2025Q1: 5,014 shares; 2025Q2: 4,923 shares; 2025Q3: 5,460 shares 5,460 $2.68M 0.34% +537 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,319 shares; 2025Q1: 2,483 shares; 2025Q2: 2,611 shares; 2025Q3: 2,850 shares 2,850 $2.62M 0.33% +239 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 7,816 shares; 2025Q1: 7,829 shares; 2025Q2: 7,739 shares; 2025Q3: 7,667 shares 7,667 $2.52M 0.32% -72 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,511 shares; 2024Q4: 39,057 shares; 2025Q1: 35,686 shares; 2025Q2: 17,140 shares; 2025Q3: 35,686 shares 35,686 $2.36M 0.3% +18,546 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 8,997 shares; 2025Q1: 10,072 shares; 2025Q2: 9,854 shares; 2025Q3: 12,343 shares 12,343 $2.25M 0.29% +2,489 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 4,539 shares; 2025Q1: 4,651 shares; 2025Q2: 4,589 shares; 2025Q3: 4,984 shares 4,984 $2.23M 0.28% +395 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 10,212 shares; 2025Q1: 10,973 shares; 2025Q2: 10,924 shares; 2025Q3: 11,866 shares 11,866 $2.22M 0.28% +942 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 18,398 shares; 2025Q1: 17,678 shares; 2025Q2: 17,568 shares; 2025Q3: 17,227 shares 17,227 $2.21M 0.28% -341 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,497 shares; 2024Q4: 19,445 shares; 2025Q1: 19,428 shares; 2025Q2: 19,712 shares; 2025Q3: 19,593 shares 19,593 $2.2M 0.28% -119 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,422 shares; 2024Q4: 11,089 shares; 2025Q1: 11,346 shares; 2025Q2: 12,430 shares; 2025Q3: 15,491 shares 15,491 $2.18M 0.28% +3,061 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,193 shares; 2024Q4: 28,334 shares; 2025Q1: 28,303 shares; 2025Q2: 28,055 shares; 2025Q3: 28,056 shares 28,056 $2.15M 0.27% +1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,664 shares; 2024Q4: 16,084 shares; 2025Q1: 15,805 shares; 2025Q2: 12,243 shares; 2025Q3: 15,769 shares 15,769 $2.11M 0.27% +3,526 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 7,741 shares; 2025Q1: 7,765 shares; 2025Q2: 7,583 shares; 2025Q3: 8,889 shares 8,889 $2.11M 0.27% +1,306 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,763 shares; 2024Q4: 78,555 shares; 2025Q1: 82,680 shares; 2025Q2: 81,953 shares; 2025Q3: 81,130 shares 81,130 $1.99M 0.25% -823 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 23,438 shares; 2025Q1: 27,171 shares; 2025Q2: 31,721 shares; 2025Q3: 39,223 shares 39,223 $1.98M 0.25% +7,502 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 7,477 shares; 2025Q1: 7,361 shares; 2025Q2: 6,956 shares; 2025Q3: 7,598 shares 7,598 $1.98M 0.25% +642 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 9,756 shares; 2025Q1: 9,757 shares; 2025Q2: 9,758 shares; 2025Q3: 9,687 shares 9,687 $1.92M 0.24% -71 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,459 shares; 2025Q1: 1,601 shares; 2025Q2: 1,672 shares; 2025Q3: 1,952 shares 1,952 $1.89M 0.24% +280 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,591 shares; 2024Q4: 59,591 shares; 2025Q1: 58,619 shares; 2025Q2: 58,619 shares; 2025Q3: 57,053 shares 57,053 $1.88M 0.24% -1,566 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,530 shares; 2024Q4: 26,985 shares; 2025Q1: 27,730 shares; 2025Q2: 26,600 shares; 2025Q3: 30,565 shares 30,565 $1.86M 0.24% +3,965 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 27,723 shares; 2025Q1: 29,169 shares; 2025Q2: 29,124 shares; 2025Q3: 32,122 shares 32,122 $1.83M 0.23% +2,998 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,134 shares; 2024Q4: 30,675 shares; 2025Q1: 30,581 shares; 2025Q2: 28,817 shares; 2025Q3: 28,989 shares 28,989 $1.81M 0.23% +172 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,401 shares; 2024Q4: 13,087 shares; 2025Q1: 13,074 shares; 2025Q2: 13,001 shares; 2025Q3: 15,122 shares 15,122 $1.8M 0.23% +2,121 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,740 shares; 2024Q4: 43,474 shares; 2025Q1: 41,315 shares; 2025Q2: 40,717 shares; 2025Q3: 38,501 shares 38,501 $1.74M 0.22% -2,216 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 10,154 shares; 2025Q1: 11,076 shares; 2025Q2: 11,167 shares; 2025Q3: 12,278 shares 12,278 $1.73M 0.22% +1,111 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 6,862 shares; 2025Q1: 6,604 shares; 2025Q2: 6,633 shares; 2025Q3: 6,708 shares 6,708 $1.63M 0.21% +75 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,084 shares; 2024Q4: 17,133 shares; 2025Q1: 17,112 shares; 2025Q2: 17,165 shares; 2025Q3: 17,102 shares 17,102 $1.62M 0.2% -63 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 6,563 shares; 2025Q1: 7,454 shares; 2025Q2: 7,477 shares; 2025Q3: 9,900 shares 9,900 $1.57M 0.2% +2,423 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 4,276 shares; 2025Q1: 4,301 shares; 2025Q2: 746 shares; 2025Q3: 4,301 shares 4,301 $1.53M 0.19% +3,555 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,371 shares; 2025Q1: 1,348 shares; 2025Q2: 2,486 shares; 2025Q3: 4,232 shares 4,232 $1.46M 0.19% +1,746 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 4,146 shares; 2025Q1: 4,152 shares; 2025Q2: 4,189 shares; 2025Q3: 4,220 shares 4,220 $1.4M 0.18% +31 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 2,638 shares; 2025Q1: 4,127 shares; 2025Q2: 5,984 shares; 2025Q3: 7,415 shares 7,415 $1.34M 0.17% +1,431 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 8,209 shares; 2025Q1: 8,209 shares; 2025Q2: 4,907 shares; 2025Q3: 8,209 shares 8,209 $1.33M 0.17% +3,302 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 14,856 shares; 2025Q1: 14,413 shares; 2025Q2: 13,483 shares; 2025Q3: 16,098 shares 16,098 $1.33M 0.17% +2,615 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 19,488 shares; 2025Q1: 19,270 shares; 2025Q2: 19,364 shares; 2025Q3: 19,129 shares 19,129 $1.31M 0.17% -235 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,405 shares; 2024Q4: 27,917 shares; 2025Q1: 27,747 shares; 2025Q2: 27,520 shares; 2025Q3: 26,975 shares 26,975 $1.27M 0.16% -545 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,157 shares; 2024Q4: 44,231 shares; 2025Q1: 39,233 shares; 2025Q2: 39,308 shares; 2025Q3: 39,386 shares 39,386 $1.23M 0.16% +78 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,506 shares; 2024Q4: 33,174 shares; 2025Q1: 26,877 shares; 2025Q2: 26,903 shares; 2025Q3: 27,492 shares 27,492 $1.21M 0.15% +589 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,119 shares; 2025Q1: 1,981 shares; 2025Q2: 1,960 shares; 2025Q3: 1,933 shares 1,933 $1.19M 0.15% -27 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 7,941 shares; 2025Q1: 10,807 shares; 2025Q2: 9,400 shares; 2025Q3: 14,150 shares 14,150 $1.19M 0.15% +4,750 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 13,584 shares; 2025Q1: 10,652 shares; 2025Q2: 9,921 shares; 2025Q3: 10,972 shares 10,972 $1.11M 0.14% +1,051 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 3,307 shares; 2025Q1: 3,201 shares; 2025Q2: 1,945 shares; 2025Q3: 3,207 shares 3,207 $1.11M 0.14% +1,262 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,624 shares; 2025Q1: 6,408 shares; 2025Q2: 7,786 shares; 2025Q3: 8,214 shares 8,214 $1.1M 0.14% +428 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 15,534 shares; 2025Q1: 14,929 shares; 2025Q2: 15,016 shares; 2025Q3: 15,176 shares 15,176 $982K 0.12% +160 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 3,482 shares; 2025Q1: 4,483 shares; 2025Q2: 5,338 shares; 2025Q3: 6,975 shares 6,975 $964K 0.12% +1,637 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 2,082 shares; 2025Q3: 2,055 shares 2,055 $963K 0.12% -27 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 10,301 shares; 2025Q1: 10,155 shares; 2025Q2: 11,785 shares; 2025Q3: 11,338 shares 11,338 $959K 0.12% -447 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,946 shares; 2024Q4: 14,739 shares; 2025Q1: 14,413 shares; 2025Q2: 14,277 shares; 2025Q3: 13,595 shares 13,595 $912K 0.12% -682 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,342 shares; 2025Q1: 3,155 shares; 2025Q2: 3,056 shares; 2025Q3: 3,022 shares 3,022 $906K 0.11% -34 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,590 shares; 2025Q1: 57,590 shares; 2025Q2: 57,590 shares; 2025Q3: 57,590 shares 57,590 $904K 0.11% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,151 shares; 2025Q1: 1,152 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350 $899K 0.11% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,005 shares; 2025Q2: 3,013 shares; 2025Q3: 2,966 shares 2,966 $884K 0.11% -47 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,708 shares; 2025Q1: 1,915 shares; 2025Q2: 2,447 shares; 2025Q3: 2,504 shares 2,504 $883K 0.11% +57 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,002 shares; 2025Q1: 1,092 shares; 2025Q2: 1,801 shares; 2025Q3: 2,002 shares 2,002 $846K 0.11% +201 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,665 shares; 2025Q1: 2,265 shares; 2025Q2: 2,267 shares; 2025Q3: 2,269 shares 2,269 $839K 0.11% +2 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,887 shares; 2025Q1: 10,887 shares; 2025Q2: 10,887 shares; 2025Q3: 10,887 shares 10,887 $792K 0.1% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,071 shares; 2025Q1: 8,096 shares; 2025Q2: 16,229 shares; 2025Q3: 16,061 shares 16,061 $788K 0.1% -168 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,475 shares; 2025Q1: 8,924 shares; 2025Q2: 12,777 shares; 2025Q3: 11,218 shares 11,218 $782K 0.1% -1,559 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,849 shares; 2024Q4: 17,038 shares; 2025Q1: 17,487 shares; 2025Q2: 17,260 shares; 2025Q3: 17,905 shares 17,905 $773K 0.1% +645 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 8,814 shares; 2025Q3: 8,814 shares 8,814 $770K 0.1% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 3,545 shares 3,545 $765K 0.1% +2,436 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,540 shares; 2024Q4: 14,536 shares; 2025Q1: 14,602 shares; 2025Q2: 14,660 shares; 2025Q3: 14,653 shares 14,653 $739K 0.09% -7 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,750 shares; 2024Q4: 39,158 shares; 2025Q1: 38,844 shares; 2025Q2: 38,948 shares; 2025Q3: 39,012 shares 39,012 $729K 0.09% +64 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,599 shares; 2025Q1: 3,280 shares; 2025Q2: 3,075 shares; 2025Q3: 5,024 shares 5,024 $719K 0.09% +1,949 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 8,745 shares; 2025Q1: 8,751 shares; 2025Q2: 8,571 shares; 2025Q3: 8,575 shares 8,575 $706K 0.09% +4 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,224 shares; 2024Q4: 12,775 shares; 2025Q1: 4,023 shares; 2025Q2: 4,010 shares; 2025Q3: 4,135 shares 4,135 $706K 0.09% +125 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,317 shares; 2025Q1: 7,255 shares; 2025Q2: 7,215 shares; 2025Q3: 6,910 shares 6,910 $695K 0.09% -305 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 6,289 shares; 2025Q1: 6,115 shares; 2025Q2: 6,119 shares; 2025Q3: 6,122 shares 6,122 $684K 0.09% +3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,043 shares; 2025Q1: 2,049 shares; 2025Q2: 3,102 shares; 2025Q3: 3,103 shares 3,103 $670K 0.08% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 7,714 shares; 2025Q1: 9,255 shares; 2025Q2: 11,997 shares; 2025Q3: 13,685 shares 13,685 $647K 0.08% +1,688 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 11,719 shares; 2025Q1: 15,228 shares; 2025Q2: 14,954 shares; 2025Q3: 19,619 shares 19,619 $627K 0.08% +4,665 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,248 shares 11,248 $624K 0.08% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,756 shares; 2024Q4: 7,410 shares; 2025Q1: 6,725 shares; 2025Q2: 6,652 shares; 2025Q3: 6,512 shares 6,512 $620K 0.08% -140 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 5,971 shares 5,971 $597K 0.08% +28 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 4,093 shares; 2025Q1: 4,825 shares; 2025Q2: 3,886 shares; 2025Q3: 5,283 shares 5,283 $591K 0.07% +1,397 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 4,326 shares; 2025Q1: 4,464 shares; 2025Q2: 4,650 shares; 2025Q3: 4,651 shares 4,651 $578K 0.07% +1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,283 shares; 2025Q1: 2,346 shares; 2025Q2: 2,338 shares; 2025Q3: 2,287 shares 2,287 $575K 0.07% -51 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,670 shares; 2025Q1: 22,648 shares; 2025Q2: 15,302 shares; 2025Q3: 15,302 shares 15,302 $563K 0.07% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 2,816 shares; 2025Q1: 4,620 shares; 2025Q2: 4,875 shares; 2025Q3: 5,280 shares 5,280 $546K 0.07% +405 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,930 shares; 2025Q1: 1,934 shares; 2025Q2: 1,017 shares; 2025Q3: 1,862 shares 1,862 $538K 0.07% +845 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: 8,408 shares; 2025Q1: 7,969 shares; 2025Q2: 7,737 shares; 2025Q3: 7,425 shares 7,425 $537K 0.07% -312 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 10,523 shares; 2025Q1: 10,523 shares; 2025Q2: 10,523 shares; 2025Q3: 10,523 shares 10,523 $536K 0.07% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,921 shares; 2025Q3: 10,817 shares 10,817 $530K 0.07% +2,896 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,360 shares; 2025Q3: 8,383 shares 8,383 $527K 0.07% +23 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,449 shares; 2025Q1: 5,449 shares; 2025Q2: 5,449 shares; 2025Q3: 5,449 shares 5,449 $526K 0.07% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 2,506 shares; 2025Q1: 2,954 shares; 2025Q2: 2,460 shares; 2025Q3: 4,583 shares 4,583 $525K 0.07% +2,123 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,894 shares; 2024Q4: 31,152 shares; 2025Q1: 30,150 shares; 2025Q2: 30,190 shares; 2025Q3: 29,598 shares 29,598 $504K 0.06% -592 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 6,251 shares; 2025Q1: 6,526 shares; 2025Q2: 7,019 shares; 2025Q3: 7,588 shares 7,588 $495K 0.06% +569 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,667 shares; 2025Q1: 1,739 shares; 2025Q2: 1,745 shares; 2025Q3: 1,751 shares 1,751 $494K 0.06% +6 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,271 shares; 2025Q1: 1,274 shares; 2025Q2: 806 shares; 2025Q3: 806 shares 806 $494K 0.06% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,571 shares; 2025Q1: 2,569 shares; 2025Q2: 2,576 shares; 2025Q3: 2,583 shares 2,583 $483K 0.06% +7 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,558 shares; 2025Q3: 3,558 shares 3,558 $463K 0.06% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 18,008 shares; 2025Q1: 17,355 shares; 2025Q2: 17,399 shares; 2025Q3: 17,254 shares 17,254 $444K 0.06% -145 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 9,882 shares; 2025Q1: 9,882 shares; 2025Q2: 9,925 shares; 2025Q3: 11,306 shares 11,306 $443K 0.06% +1,381 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,077 shares; 2025Q1: 3,081 shares; 2025Q2: 3,086 shares; 2025Q3: 3,090 shares 3,090 $439K 0.06% +4 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 4,442 shares; 2025Q3: 4,472 shares 4,472 $438K 0.06% +30 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,430 shares; 2025Q1: 1,491 shares; 2025Q2: 1,349 shares; 2025Q3: 1,398 shares 1,398 $416K 0.05% +49 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 1,578 shares; 2025Q1: 1,582 shares; 2025Q2: 1,586 shares; 2025Q3: 1,587 shares 1,587 $414K 0.05% +1 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 5,599 shares; 2025Q1: 5,605 shares; 2025Q2: 5,337 shares; 2025Q3: 5,247 shares 5,247 $409K 0.05% -90 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,669 shares; 2025Q1: 5,533 shares; 2025Q2: 5,018 shares; 2025Q3: 4,227 shares 4,227 $403K 0.05% -791 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851 shares 1,851 $397K 0.05% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 11,493 shares; 2025Q1: 11,590 shares; 2025Q2: 17,636 shares; 2025Q3: 12,226 shares 12,226 $390K 0.05% -5,410 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 8,184 shares; 2025Q1: 8,204 shares; 2025Q2: 8,227 shares; 2025Q3: 8,250 shares 8,250 $383K 0.05% +23 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares 509 $380K 0.05% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: 1,890 shares; 2025Q3: 1,824 shares 1,824 $371K 0.05% -66 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 6,056 shares; 2025Q1: 5,502 shares; 2025Q2: 5,511 shares; 2025Q3: 5,326 shares 5,326 $351K 0.04% -185 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,348 shares; 2024Q4: 9,348 shares; 2025Q1: 9,348 shares; 2025Q2: 9,348 shares; 2025Q3: 9,348 shares 9,348 $348K 0.04% 0 Timeline AUBN AUBURN NATL BANCORP More: the full row for AUBURN NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,858 shares; 2024Q4: 12,697 shares; 2025Q1: 12,701 shares; 2025Q2: 12,704 shares; 2025Q3: 12,707 shares 12,707 $344K 0.04% +3 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 12,977 shares; 2025Q1: 12,775 shares; 2025Q2: 12,632 shares; 2025Q3: 9,084 shares 9,084 $340K 0.04% -3,548 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,912 shares; 2024Q4: 14,524 shares; 2025Q1: 14,562 shares; 2025Q2: 14,274 shares; 2025Q3: 12,776 shares 12,776 $333K 0.04% -1,498 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: not reported; 2025Q3: 8,415 shares 8,415 $330K 0.04% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 666 shares 666 $319K 0.04% +1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,813 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,076 shares 1,076 $303K 0.04% +18 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 3,670 shares; 2025Q1: 3,674 shares; 2025Q2: not reported; 2025Q3: 3,681 shares 3,681 $294K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 1,980 shares; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares 1,980 $294K 0.04% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 552 shares; 2025Q3: 552 shares 552 $292K 0.04% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 14,044 shares; 2025Q1: 15,397 shares; 2025Q2: 15,419 shares; 2025Q3: 15,444 shares 15,444 $277K 0.04% +25 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 9,571 shares; 2025Q1: 9,376 shares; 2025Q2: 9,395 shares; 2025Q3: 9,404 shares 9,404 $266K 0.03% +9 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares 2,373 $253K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 9,597 shares; 2025Q1: 9,234 shares; 2025Q2: 9,243 shares; 2025Q3: 8,956 shares 8,956 $250K 0.03% -287 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,620 shares; 2025Q1: 3,630 shares; 2025Q2: 3,445 shares; 2025Q3: 3,434 shares 3,434 $246K 0.03% -11 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares 877 $245K 0.03% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,946 shares 8,946 $244K 0.03% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,765 shares; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares 3,765 $243K 0.03% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494 shares 494 $240K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: not reported; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 1,295 shares 1,295 $238K 0.03% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 4,178 shares 4,178 $237K 0.03% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 825 shares 825 $237K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 973 shares 973 $236K 0.03% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares 2,523 $235K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares 1,707 $232K 0.03% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,481 shares 7,481 $230K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,101 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,145 shares 1,145 $230K 0.03% +7 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 2,105 shares; 2025Q1: 2,047 shares; 2025Q2: 2,020 shares; 2025Q3: 1,477 shares 1,477 $229K 0.03% -543 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,996 shares; 2024Q4: 10,235 shares; 2025Q1: 4,469 shares; 2025Q2: 4,502 shares; 2025Q3: 4,532 shares 4,532 $222K 0.03% +30 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,068 shares 1,068 $217K 0.03% -110 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares 958 $216K 0.03% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,827 shares; 2025Q1: 1,754 shares; 2025Q2: 1,761 shares; 2025Q3: 1,692 shares 1,692 $215K 0.03% -69 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,656 shares; 2024Q4: 13,846 shares; 2025Q1: 13,821 shares; 2025Q2: 14,022 shares; 2025Q3: 15,108 shares 15,108 $184K 0.02% +1,086 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,622 shares 11,622 $31.3K <0.01% new Timeline