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: 504,161 shares; 2024Q4: 494,879 shares; 2025Q1: 460,925 shares; 2025Q2: 251,153 shares; 2025Q3: 272,479 shares 272,479 $182M 7.87% +21,326 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029,290 shares; 2024Q4: 2,024,950 shares; 2025Q1: 2,128,805 shares; 2025Q2: 2,231,728 shares; 2025Q3: 2,809,823 shares 2,809,823 $166M 7.17% +578,095 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271,236 shares; 2024Q4: 1,249,531 shares; 2025Q1: 1,298,034 shares; 2025Q2: 1,201,867 shares; 2025Q3: 1,204,563 shares 1,204,563 $145M 6.27% +2,696 Timeline QUAL 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: 599,230 shares; 2024Q4: 617,549 shares; 2025Q1: 776,355 shares; 2025Q2: 819,372 shares; 2025Q3: 687,705 shares 687,705 $134M 5.77% -131,667 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,279 shares; 2024Q4: 322,652 shares; 2025Q1: 482,375 shares; 2025Q2: 592,200 shares; 2025Q3: 646,210 shares 646,210 $133M 5.76% +54,010 Timeline EFV 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: 1,569,959 shares; 2024Q4: 1,762,818 shares; 2025Q1: 1,328,839 shares; 2025Q2: 2,213,749 shares; 2025Q3: 1,802,627 shares 1,802,627 $122M 5.27% -411,122 Timeline OEF 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: 122,284 shares; 2025Q2: 191,196 shares; 2025Q3: 361,498 shares 361,498 $120M 5.19% +170,302 Timeline IUSB 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: 3,337,668 shares; 2024Q4: 2,902,875 shares; 2025Q1: 2,947,966 shares; 2025Q2: 2,975,634 shares; 2025Q3: 2,525,959 shares 2,525,959 $118M 5.09% -449,675 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: 353,316 shares; 2024Q4: 382,808 shares; 2025Q1: 715,623 shares; 2025Q2: 1,482,488 shares; 2025Q3: 1,715,500 shares 1,715,500 $113M 4.88% +233,012 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790,720 shares; 2025Q3: 1,903,468 shares 1,903,468 $65M 2.8% +1,112,748 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,613,221 shares; 2025Q3: 1,708,700 shares 1,708,700 $64.7M 2.79% +95,479 Timeline TLH 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: 223,502 shares; 2025Q2: 321,706 shares; 2025Q3: 459,459 shares 459,459 $47.3M 2.04% +137,753 Timeline MTUM 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: 159,464 shares; 2025Q1: 160,682 shares; 2025Q2: 158,024 shares; 2025Q3: 167,577 shares 167,577 $43M 1.85% +9,553 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: 151,869 shares; 2024Q4: 152,572 shares; 2025Q1: 152,495 shares; 2025Q2: 154,594 shares; 2025Q3: 143,697 shares 143,697 $36.6M 1.58% -10,897 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: 114,505 shares; 2024Q4: 113,061 shares; 2025Q1: 109,959 shares; 2025Q2: 108,978 shares; 2025Q3: 106,472 shares 106,472 $35.1M 1.51% -2,506 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,190 shares 158,190 $33.1M 1.43% new 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: 6,106 shares; 2024Q4: 185,598 shares; 2025Q1: 348,318 shares; 2025Q2: 245,980 shares; 2025Q3: 420,181 shares 420,181 $30.6M 1.32% +174,201 Timeline MBB 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: 335,835 shares; 2024Q4: 371,962 shares; 2025Q1: 270,937 shares; 2025Q2: 286,448 shares; 2025Q3: 308,304 shares 308,304 $29.3M 1.27% +21,856 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: 95,473 shares; 2024Q4: 94,905 shares; 2025Q1: 95,118 shares; 2025Q2: 96,451 shares; 2025Q3: 98,387 shares 98,387 $27.5M 1.19% +1,936 Timeline IAGG 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: 478,563 shares; 2025Q3: 536,083 shares 536,083 $27.5M 1.18% +57,520 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: 71,838 shares; 2024Q4: 73,091 shares; 2025Q1: 73,577 shares; 2025Q2: 74,591 shares; 2025Q3: 76,885 shares 76,885 $24.3M 1.05% +2,294 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: 190,371 shares; 2024Q4: 192,450 shares; 2025Q1: 192,947 shares; 2025Q2: 195,806 shares; 2025Q3: 203,150 shares 203,150 $20.9M 0.9% +7,344 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,088 shares; 2024Q4: 27,963 shares; 2025Q1: 29,376 shares; 2025Q2: 29,976 shares; 2025Q3: 31,535 shares 31,535 $18.9M 0.82% +1,559 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,448 shares; 2024Q4: 191,608 shares; 2025Q1: 195,595 shares; 2025Q2: 200,848 shares; 2025Q3: 206,910 shares 206,910 $18.8M 0.81% +6,062 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,184 shares; 2024Q4: 296,860 shares; 2025Q1: 297,491 shares; 2025Q2: 313,862 shares; 2025Q3: 344,623 shares 344,623 $18.3M 0.79% +30,761 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: 75,879 shares; 2024Q4: 77,371 shares; 2025Q1: 78,798 shares; 2025Q2: 80,971 shares; 2025Q3: 85,367 shares 85,367 $17.2M 0.74% +4,396 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,676 shares; 2024Q4: 437,274 shares; 2025Q1: 475,211 shares; 2025Q2: 490,389 shares; 2025Q3: 510,870 shares 510,870 $16.1M 0.69% +20,481 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: 86,216 shares; 2024Q4: 84,580 shares; 2025Q1: 84,333 shares; 2025Q2: 84,125 shares; 2025Q3: 87,703 shares 87,703 $14.7M 0.63% +3,578 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,635 shares; 2024Q4: 92,765 shares; 2025Q1: 95,858 shares; 2025Q2: 100,471 shares; 2025Q3: 107,407 shares 107,407 $14.1M 0.61% +6,936 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: 27,867 shares; 2024Q4: 28,428 shares; 2025Q1: 27,358 shares; 2025Q2: 27,185 shares; 2025Q3: 27,190 shares 27,190 $14.1M 0.61% +5 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: 110,496 shares; 2024Q4: 116,877 shares; 2025Q1: 120,948 shares; 2025Q2: 127,463 shares; 2025Q3: 137,615 shares 137,615 $13.1M 0.57% +10,152 Timeline EFG 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: 770,925 shares; 2024Q4: 946,276 shares; 2025Q1: 486,350 shares; 2025Q2: 494,066 shares; 2025Q3: 112,093 shares 112,093 $12.8M 0.55% -381,973 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,974 shares; 2024Q4: 58,393 shares; 2025Q1: 61,236 shares; 2025Q2: 60,502 shares; 2025Q3: 52,263 shares 52,263 $11.9M 0.51% -8,239 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: 78,091 shares; 2024Q4: 83,297 shares; 2025Q1: 86,921 shares; 2025Q2: 92,703 shares; 2025Q3: 101,802 shares 101,802 $11.7M 0.5% +9,099 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: 51,847 shares; 2024Q4: 55,690 shares; 2025Q1: 58,532 shares; 2025Q2: 63,333 shares; 2025Q3: 69,838 shares 69,838 $11.6M 0.5% +6,505 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: 49,365 shares; 2024Q4: 49,689 shares; 2025Q1: 49,659 shares; 2025Q2: 49,800 shares; 2025Q3: 47,779 shares 47,779 $11.6M 0.5% -2,021 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,157 shares; 2024Q4: 61,045 shares; 2025Q1: 63,724 shares; 2025Q2: 62,669 shares; 2025Q3: 60,693 shares 60,693 $11.3M 0.49% -1,976 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: 60,330 shares; 2024Q4: 63,523 shares; 2025Q1: 67,348 shares; 2025Q2: 72,881 shares; 2025Q3: 79,903 shares 79,903 $11.2M 0.48% +7,022 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: 95,340 shares; 2024Q4: 100,895 shares; 2025Q1: 106,350 shares; 2025Q2: 114,764 shares; 2025Q3: 127,915 shares 127,915 $10.7M 0.46% +13,151 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: 33,920 shares; 2024Q4: 34,441 shares; 2025Q1: 34,246 shares; 2025Q2: 34,306 shares; 2025Q3: 34,833 shares 34,833 $7.65M 0.33% +527 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: 11,676 shares; 2024Q4: 11,965 shares; 2025Q1: 11,964 shares; 2025Q2: 9,428 shares; 2025Q3: 9,277 shares 9,277 $6.81M 0.29% -151 Timeline EMB 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: 42,007 shares; 2024Q4: 44,334 shares; 2025Q1: 65,313 shares; 2025Q2: 67,291 shares; 2025Q3: 70,199 shares 70,199 $6.68M 0.29% +2,908 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,522 shares; 2024Q4: 55,064 shares; 2025Q1: 58,492 shares; 2025Q2: 59,445 shares; 2025Q3: 62,380 shares 62,380 $6.64M 0.29% +2,935 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,630 shares; 2024Q4: 33,418 shares; 2025Q1: 37,019 shares; 2025Q2: 37,889 shares; 2025Q3: 39,644 shares 39,644 $6.45M 0.28% +1,755 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,378 shares; 2024Q4: 94,623 shares; 2025Q1: 97,291 shares; 2025Q2: 105,852 shares; 2025Q3: 113,827 shares 113,827 $6.16M 0.27% +7,975 Timeline QLTA 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: 28,764 shares; 2024Q4: 37,619 shares; 2025Q1: 77,025 shares; 2025Q2: 94,447 shares; 2025Q3: 117,373 shares 117,373 $5.69M 0.25% +22,926 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,212 shares; 2024Q4: 48,478 shares; 2025Q1: 50,845 shares; 2025Q2: 59,655 shares; 2025Q3: 73,487 shares 73,487 $5.57M 0.24% +13,832 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 6,996 shares; 2025Q1: 7,227 shares; 2025Q2: 11,903 shares; 2025Q3: 11,463 shares 11,463 $5.56M 0.24% -440 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,323 shares; 2024Q4: 15,308 shares; 2025Q1: 1,519 shares; 2025Q2: 1,529 shares; 2025Q3: 42,624 shares 42,624 $5.5M 0.24% +41,095 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,288 shares; 2025Q2: 8,197 shares; 2025Q3: 4,556 shares 4,556 $5.31M 0.23% -3,641 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: 53,966 shares; 2024Q4: 61,147 shares; 2025Q1: 62,897 shares; 2025Q2: 62,435 shares; 2025Q3: 43,413 shares 43,413 $4.97M 0.21% -19,022 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,234 shares; 2025Q1: 31,784 shares; 2025Q2: 31,684 shares; 2025Q3: 30,638 shares 30,638 $4.96M 0.21% -1,046 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: 15,415 shares; 2024Q4: 15,145 shares; 2025Q1: 14,882 shares; 2025Q2: 14,918 shares; 2025Q3: 14,375 shares 14,375 $4.91M 0.21% -543 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,026 shares; 2024Q4: 91,097 shares; 2025Q1: 94,038 shares; 2025Q2: 92,352 shares; 2025Q3: 56,412 shares 56,412 $4.76M 0.21% -35,940 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,523 shares; 2025Q2: 40,573 shares; 2025Q3: 39,480 shares 39,480 $4.68M 0.2% -1,093 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,989 shares; 2025Q1: 34,854 shares; 2025Q2: 35,372 shares; 2025Q3: 27,617 shares 27,617 $4.62M 0.2% -7,755 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: 46,504 shares; 2024Q4: 47,520 shares; 2025Q1: 47,309 shares; 2025Q2: 46,615 shares; 2025Q3: 44,953 shares 44,953 $4.56M 0.2% -1,662 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,383 shares 63,383 $4.53M 0.2% new 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: 7,854 shares; 2024Q4: 8,550 shares; 2025Q1: 7,739 shares; 2025Q2: 8,321 shares; 2025Q3: 8,719 shares 8,719 $4.38M 0.19% +398 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: 48,210 shares; 2024Q4: 49,513 shares; 2025Q1: 48,409 shares; 2025Q2: 47,689 shares; 2025Q3: 45,186 shares 45,186 $4.31M 0.19% -2,503 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,801 shares; 2025Q1: 11,354 shares; 2025Q2: 11,919 shares; 2025Q3: 11,511 shares 11,511 $4.31M 0.19% -408 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: 677 shares; 2024Q4: 582 shares; 2025Q1: 571 shares; 2025Q2: 579 shares; 2025Q3: 11,872 shares 11,872 $4.19M 0.18% +11,293 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,742 shares 20,742 $4.18M 0.18% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,808 shares; 2024Q4: 14,265 shares; 2025Q1: 15,613 shares; 2025Q2: 15,383 shares; 2025Q3: 16,543 shares 16,543 $4.06M 0.18% +1,160 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,628 shares; 2024Q4: 48,356 shares; 2025Q1: 49,493 shares; 2025Q2: 49,373 shares; 2025Q3: 47,757 shares 47,757 $4.05M 0.17% -1,616 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,373 shares; 2025Q2: 47,483 shares; 2025Q3: 46,574 shares 46,574 $4.02M 0.17% -909 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,845 shares; 2024Q4: 80,602 shares; 2025Q1: 81,867 shares; 2025Q2: 82,314 shares; 2025Q3: 80,527 shares 80,527 $3.92M 0.17% -1,787 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 9,384 shares; 2025Q1: 9,679 shares; 2025Q2: 9,667 shares; 2025Q3: 12,105 shares 12,105 $3.91M 0.17% +2,438 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,904 shares; 2025Q3: 6,762 shares 6,762 $3.8M 0.16% -142 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A 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: 66,173 shares 66,173 $3.8M 0.16% new 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: 121,510 shares; 2024Q4: 126,253 shares; 2025Q1: 123,054 shares; 2025Q2: 122,737 shares; 2025Q3: 119,099 shares 119,099 $3.72M 0.16% -3,638 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,039 shares; 2024Q4: 29,016 shares; 2025Q1: 29,834 shares; 2025Q2: 29,916 shares; 2025Q3: 29,371 shares 29,371 $3.6M 0.16% -545 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,868 shares; 2024Q4: 61,384 shares; 2025Q1: 63,952 shares; 2025Q2: 64,315 shares; 2025Q3: 63,650 shares 63,650 $3.46M 0.15% -665 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,748 shares; 2025Q3: 18,304 shares 18,304 $3.43M 0.15% -444 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 9,622 shares 9,622 $3.37M 0.15% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,745 shares; 2024Q4: 195,909 shares; 2025Q1: 198,520 shares; 2025Q2: 198,125 shares; 2025Q3: 193,492 shares 193,492 $3.34M 0.14% -4,633 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,277 shares; 2024Q4: 18,003 shares; 2025Q1: 17,740 shares; 2025Q2: 17,527 shares; 2025Q3: 16,975 shares 16,975 $3.26M 0.14% -552 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,715 shares; 2024Q4: 62,514 shares; 2025Q1: 75,494 shares; 2025Q2: 94,462 shares; 2025Q3: 92,921 shares 92,921 $3.26M 0.14% -1,541 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 56,361 shares 56,361 $3.24M 0.14% new 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: 11,540 shares; 2024Q4: 12,068 shares; 2025Q1: 11,883 shares; 2025Q2: 11,821 shares; 2025Q3: 11,467 shares 11,467 $3.24M 0.14% -354 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,297 shares; 2024Q4: 56,473 shares; 2025Q1: 53,989 shares; 2025Q2: 53,190 shares; 2025Q3: 52,975 shares 52,975 $3.16M 0.14% -215 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,516 shares; 2024Q4: 29,293 shares; 2025Q1: 40,917 shares; 2025Q2: 38,204 shares; 2025Q3: 46,029 shares 46,029 $3.13M 0.14% +7,825 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,155 shares; 2024Q4: 12,028 shares; 2025Q1: 14,308 shares; 2025Q2: 14,989 shares; 2025Q3: 17,386 shares 17,386 $3.11M 0.13% +2,397 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: 6,765 shares; 2024Q4: 7,205 shares; 2025Q1: 7,787 shares; 2025Q2: 7,665 shares; 2025Q3: 7,612 shares 7,612 $3.08M 0.13% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,707 shares; 2025Q3: 23,971 shares 23,971 $3.04M 0.13% +3,264 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,570 shares; 2025Q1: 11,371 shares; 2025Q2: 11,875 shares; 2025Q3: 13,805 shares 13,805 $3.02M 0.13% +1,930 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares 3,222 $3.01M 0.13% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 9,818 shares; 2025Q2: 9,751 shares; 2025Q3: 9,467 shares 9,467 $2.99M 0.13% -284 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 10,302 shares; 2025Q1: 11,986 shares; 2025Q2: 12,709 shares; 2025Q3: 14,938 shares 14,938 $2.99M 0.13% +2,229 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,105 shares; 2025Q2: 30,724 shares; 2025Q3: 35,633 shares 35,633 $2.98M 0.13% +4,909 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,757 shares; 2024Q4: 107,661 shares; 2025Q1: 107,183 shares; 2025Q2: 107,294 shares; 2025Q3: 104,299 shares 104,299 $2.95M 0.13% -2,995 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: 42,155 shares; 2024Q4: 43,456 shares; 2025Q1: 44,306 shares; 2025Q2: 44,373 shares; 2025Q3: 43,789 shares 43,789 $2.94M 0.13% -584 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 22,151 shares; 2025Q1: 23,412 shares; 2025Q2: 33,207 shares; 2025Q3: 32,440 shares 32,440 $2.91M 0.13% -767 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: 34,487 shares; 2024Q4: 36,667 shares; 2025Q1: 38,744 shares; 2025Q2: 41,109 shares; 2025Q3: 40,389 shares 40,389 $2.82M 0.12% -720 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,432 shares; 2024Q4: 67,043 shares; 2025Q1: 67,798 shares; 2025Q2: 67,190 shares; 2025Q3: 65,535 shares 65,535 $2.81M 0.12% -1,655 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: 25,324 shares; 2024Q4: 25,468 shares; 2025Q1: 24,976 shares; 2025Q2: 25,248 shares; 2025Q3: 24,853 shares 24,853 $2.8M 0.12% -395 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: not reported; 2025Q2: 22,404 shares; 2025Q3: 26,247 shares 26,247 $2.8M 0.12% +3,843 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,844 shares; 2024Q4: 36,094 shares; 2025Q1: 46,176 shares; 2025Q2: 50,277 shares; 2025Q3: 61,367 shares 61,367 $2.78M 0.12% +11,090 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 9,357 shares; 2025Q1: 9,739 shares; 2025Q2: 9,722 shares; 2025Q3: 9,260 shares 9,260 $2.67M 0.12% -462 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,400 shares; 2024Q4: 54,862 shares; 2025Q1: 54,378 shares; 2025Q2: 54,032 shares; 2025Q3: 52,690 shares 52,690 $2.66M 0.11% -1,342 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: 4,027 shares; 2024Q4: 4,019 shares; 2025Q1: 4,035 shares; 2025Q2: 4,182 shares; 2025Q3: 4,273 shares 4,273 $2.62M 0.11% +91 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 10,533 shares; 2025Q1: 20,164 shares; 2025Q2: 9,776 shares; 2025Q3: 9,546 shares 9,546 $2.6M 0.11% -230 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,560 shares; 2024Q4: 15,798 shares; 2025Q1: 18,991 shares; 2025Q2: 20,530 shares; 2025Q3: 25,044 shares 25,044 $2.54M 0.11% +4,514 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: 7,143 shares; 2024Q4: 1,197 shares; 2025Q1: 1,337 shares; 2025Q2: 7,271 shares; 2025Q3: 7,276 shares 7,276 $2.51M 0.11% +5 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,473 shares; 2025Q2: 48,002 shares; 2025Q3: 58,335 shares 58,335 $2.51M 0.11% +10,333 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,599 shares; 2025Q1: 29,246 shares; 2025Q2: 62,626 shares; 2025Q3: 77,362 shares 77,362 $2.46M 0.11% +14,736 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,202 shares; 2024Q4: 102,248 shares; 2025Q1: 137,297 shares; 2025Q2: 157,389 shares; 2025Q3: 197,945 shares 197,945 $2.41M 0.1% +40,556 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,646 shares; 2025Q2: 69,787 shares; 2025Q3: 86,091 shares 86,091 $2.41M 0.1% +16,304 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: 1,065 shares; 2024Q4: 1,526 shares; 2025Q1: 1,539 shares; 2025Q2: 6,929 shares; 2025Q3: 6,939 shares 6,939 $2.37M 0.1% +10 Timeline HYGW 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: 34,139 shares; 2025Q1: 47,293 shares; 2025Q2: 60,693 shares; 2025Q3: 76,755 shares 76,755 $2.33M 0.1% +16,062 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: 7,398 shares; 2024Q4: 7,338 shares; 2025Q1: 7,417 shares; 2025Q2: 7,431 shares; 2025Q3: 7,639 shares 7,639 $2.32M 0.1% +208 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,491 shares; 2024Q4: 24,434 shares; 2025Q1: 23,381 shares; 2025Q2: 22,950 shares; 2025Q3: 23,286 shares 23,286 $2.13M 0.09% +336 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: 5,368 shares; 2024Q4: 5,806 shares; 2025Q1: 5,050 shares; 2025Q2: 4,420 shares; 2025Q3: 4,384 shares 4,384 $1.95M 0.08% -36 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,697 shares; 2024Q4: 18,803 shares; 2025Q1: 26,165 shares; 2025Q2: 19,425 shares; 2025Q3: 24,023 shares 24,023 $1.91M 0.08% +4,598 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,466 shares; 2024Q4: 21,940 shares; 2025Q1: 12,420 shares; 2025Q2: 29,302 shares; 2025Q3: 36,471 shares 36,471 $1.9M 0.08% +7,169 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,058 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,960 shares; 2025Q3: 40,998 shares 40,998 $1.89M 0.08% +8,038 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 12,409 shares; 2025Q1: 15,798 shares; 2025Q2: 16,393 shares; 2025Q3: 21,547 shares 21,547 $1.8M 0.08% +5,154 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,914 shares; 2025Q3: 31,642 shares 31,642 $1.73M 0.07% +9,728 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 5,727 shares; 2025Q1: 7,711 shares; 2025Q2: 9,985 shares; 2025Q3: 12,221 shares 12,221 $1.72M 0.07% +2,236 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: 9,143 shares; 2024Q4: 8,757 shares; 2025Q1: 8,651 shares; 2025Q2: 9,011 shares; 2025Q3: 8,998 shares 8,998 $1.67M 0.07% -13 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,625 shares; 2024Q4: 19,637 shares; 2025Q1: 21,337 shares; 2025Q2: 21,486 shares; 2025Q3: 22,477 shares 22,477 $1.6M 0.07% +991 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: 1,877 shares; 2024Q4: 1,882 shares; 2025Q1: 1,924 shares; 2025Q2: 1,925 shares; 2025Q3: 2,045 shares 2,045 $1.53M 0.07% +120 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 6,375 shares; 2025Q1: 7,458 shares; 2025Q2: 7,678 shares; 2025Q3: 9,284 shares 9,284 $1.35M 0.06% +1,606 Timeline IYW 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: 270,031 shares; 2024Q4: 261,921 shares; 2025Q1: 281,513 shares; 2025Q2: 229,398 shares; 2025Q3: 6,885 shares 6,885 $1.35M 0.06% -222,513 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: 8,502 shares; 2024Q4: 8,256 shares; 2025Q1: 8,077 shares; 2025Q2: 8,537 shares; 2025Q3: 8,563 shares 8,563 $1.32M 0.06% +26 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,876 shares; 2025Q1: 2,701 shares; 2025Q2: 2,186 shares; 2025Q3: 3,824 shares 3,824 $1.25M 0.05% +1,638 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: 172,033 shares; 2024Q4: 164,313 shares; 2025Q1: 184,799 shares; 2025Q2: 48,115 shares; 2025Q3: 48,174 shares 48,174 $1.23M 0.05% +59 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,822 shares; 2025Q1: 3,817 shares; 2025Q2: 4,102 shares; 2025Q3: 4,204 shares 4,204 $1.17M 0.05% +102 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 8,361 shares; 2025Q1: 11,396 shares; 2025Q2: 11,656 shares; 2025Q3: 11,656 shares 11,656 $1.16M 0.05% 0 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: 3,680 shares; 2024Q4: 3,669 shares; 2025Q1: 3,836 shares; 2025Q2: 3,891 shares; 2025Q3: 3,957 shares 3,957 $1.12M 0.05% +66 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,935 shares; 2024Q4: 30,003 shares; 2025Q1: 28,992 shares; 2025Q2: 29,062 shares; 2025Q3: 28,410 shares 28,410 $1.1M 0.05% -652 Timeline HDV 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: 5,614 shares; 2024Q4: 6,721 shares; 2025Q1: 8,265 shares; 2025Q2: 8,639 shares; 2025Q3: 8,878 shares 8,878 $1.09M 0.05% +239 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: 4,328 shares; 2024Q4: 4,219 shares; 2025Q1: 4,604 shares; 2025Q2: 4,555 shares; 2025Q3: 4,575 shares 4,575 $1.06M 0.05% +20 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: 20,558 shares; 2024Q4: 20,816 shares; 2025Q1: 20,797 shares; 2025Q2: 22,619 shares; 2025Q3: 22,440 shares 22,440 $986K 0.04% -179 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,044 shares; 2025Q1: 2,059 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares 2,306 $973K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,702 shares; 2025Q1: 2,833 shares; 2025Q2: 2,702 shares; 2025Q3: 2,707 shares 2,707 $962K 0.04% +5 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,638 shares; 2025Q1: 6,423 shares; 2025Q2: 7,750 shares; 2025Q3: 9,754 shares 9,754 $941K 0.04% +2,004 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,109 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,214 shares 1,214 $926K 0.04% +118 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,172 shares; 2025Q1: 2,604 shares; 2025Q2: 2,316 shares; 2025Q3: 5,004 shares 5,004 $913K 0.04% +2,688 Timeline GOVT 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: 41,624 shares; 2024Q4: 40,542 shares; 2025Q1: 39,291 shares; 2025Q2: 38,878 shares; 2025Q3: 39,055 shares 39,055 $903K 0.04% +177 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 26,461 shares; 2025Q1: 27,513 shares; 2025Q2: 30,222 shares; 2025Q3: 31,875 shares 31,875 $900K 0.04% +1,653 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,436 shares; 2025Q1: 5,460 shares; 2025Q2: 5,719 shares; 2025Q3: 5,464 shares 5,464 $886K 0.04% -255 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: 12,480 shares; 2024Q4: 12,328 shares; 2025Q1: 12,469 shares; 2025Q2: 12,935 shares; 2025Q3: 13,359 shares 13,359 $886K 0.04% +424 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: 3,054 shares; 2024Q4: 3,063 shares; 2025Q1: 3,092 shares; 2025Q2: 3,107 shares; 2025Q3: 3,497 shares 3,497 $852K 0.04% +390 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,497 shares; 2025Q1: 1,611 shares; 2025Q2: 1,656 shares; 2025Q3: 1,781 shares 1,781 $834K 0.04% +125 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: 1,036 shares; 2024Q4: 1,037 shares; 2025Q1: 1,108 shares; 2025Q2: 1,231 shares; 2025Q3: 1,212 shares 1,212 $807K 0.03% -19 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 5,950 shares; 2025Q1: 5,887 shares; 2025Q2: 5,891 shares; 2025Q3: 5,895 shares 5,895 $786K 0.03% +4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 10,346 shares; 2025Q1: 10,413 shares; 2025Q2: 10,365 shares; 2025Q3: 10,344 shares 10,344 $780K 0.03% -21 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: 849 shares; 2024Q4: 824 shares; 2025Q1: 814 shares; 2025Q2: 811 shares; 2025Q3: 842 shares 842 $779K 0.03% +31 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 3,030 shares; 2025Q1: 2,476 shares; 2025Q2: 2,502 shares; 2025Q3: 2,500 shares 2,500 $752K 0.03% -2 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: 4,446 shares; 2024Q4: 4,183 shares; 2025Q1: 4,281 shares; 2025Q2: 4,421 shares; 2025Q3: 4,818 shares 4,818 $748K 0.03% +397 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,517 shares; 2025Q3: 14,785 shares 14,785 $727K 0.03% +9,268 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: 12,990 shares; 2024Q4: 12,481 shares; 2025Q1: 11,999 shares; 2025Q2: 11,533 shares; 2025Q3: 13,998 shares 13,998 $722K 0.03% +2,465 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: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares 2,720 $708K 0.03% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,711 shares; 2025Q1: 3,717 shares; 2025Q2: 3,721 shares; 2025Q3: 3,726 shares 3,726 $686K 0.03% +5 Timeline USMV 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: 2,765 shares; 2025Q2: 5,862 shares; 2025Q3: 7,039 shares 7,039 $670K 0.03% +1,177 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: 1,007 shares; 2024Q4: 922 shares; 2025Q1: 917 shares; 2025Q2: 1,380 shares; 2025Q3: 1,388 shares 1,388 $662K 0.03% +8 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: 2,971 shares; 2024Q4: 3,038 shares; 2025Q1: 3,068 shares; 2025Q2: 2,896 shares; 2025Q3: 2,975 shares 2,975 $642K 0.03% +79 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: 2,587 shares; 2024Q4: 2,550 shares; 2025Q1: 3,376 shares; 2025Q2: 2,717 shares; 2025Q3: 2,545 shares 2,545 $639K 0.03% -172 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: 1,371 shares; 2024Q4: 1,430 shares; 2025Q1: 1,403 shares; 2025Q2: 1,367 shares; 2025Q3: 1,316 shares 1,316 $631K 0.03% -51 Timeline STIP 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: 5,818 shares; 2025Q3: 6,036 shares 6,036 $624K 0.03% +218 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: 4,422 shares; 2024Q4: 4,992 shares; 2025Q1: 4,394 shares; 2025Q2: 4,742 shares; 2025Q3: 5,228 shares 5,228 $621K 0.03% +486 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,039 shares; 2025Q1: 4,127 shares; 2025Q2: 4,153 shares; 2025Q3: 4,179 shares 4,179 $609K 0.03% +26 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,152 shares; 2025Q1: 2,707 shares; 2025Q2: 2,894 shares; 2025Q3: 2,888 shares 2,888 $608K 0.03% -6 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 18,874 shares; 2025Q1: 18,922 shares; 2025Q2: 19,157 shares; 2025Q3: 18,833 shares 18,833 $591K 0.03% -324 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,254 shares; 2025Q1: 1,490 shares; 2025Q2: 1,500 shares; 2025Q3: 1,617 shares 1,617 $591K 0.03% +117 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: 516 shares; 2024Q4: 529 shares; 2025Q1: 450 shares; 2025Q2: 470 shares; 2025Q3: 468 shares 468 $561K 0.02% -2 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,700 shares; 2025Q1: 2,686 shares; 2025Q2: 2,694 shares; 2025Q3: 2,706 shares 2,706 $535K 0.02% +12 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,519 shares; 2025Q1: 31,581 shares; 2025Q2: 32,181 shares; 2025Q3: 32,568 shares 32,568 $524K 0.02% +387 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,287 shares; 2024Q4: 11,287 shares; 2025Q1: 11,287 shares; 2025Q2: 11,287 shares; 2025Q3: 11,287 shares 11,287 $522K 0.02% 0 Timeline SUSC 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: 12,023 shares; 2024Q4: 16,620 shares; 2025Q1: 15,602 shares; 2025Q2: 18,806 shares; 2025Q3: 22,112 shares 22,112 $521K 0.02% +3,306 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares; 2025Q3: 9,634 shares 9,634 $519K 0.02% +1,855 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 6,939 shares; 2025Q1: 6,410 shares; 2025Q2: 7,283 shares; 2025Q3: 7,110 shares 7,110 $516K 0.02% -173 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,874 shares; 2025Q3: 5,915 shares 5,915 $516K 0.02% +1,041 Timeline EAGG 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: 5,230 shares; 2024Q4: 7,281 shares; 2025Q1: 9,169 shares; 2025Q2: 10,070 shares; 2025Q3: 10,536 shares 10,536 $506K 0.02% +466 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 7,392 shares; 2025Q1: 6,989 shares; 2025Q2: 4,279 shares; 2025Q3: 4,857 shares 4,857 $486K 0.02% +578 Timeline IGF 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: 6,338 shares; 2025Q3: 7,931 shares 7,931 $485K 0.02% +1,593 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,376 shares; 2025Q1: 5,383 shares; 2025Q2: 5,387 shares; 2025Q3: 5,393 shares 5,393 $481K 0.02% +6 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares 4,567 $471K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 7,835 shares; 2025Q1: 6,633 shares; 2025Q2: 6,730 shares; 2025Q3: 6,885 shares 6,885 $471K 0.02% +155 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: 6,969 shares; 2024Q4: 5,860 shares; 2025Q1: 5,986 shares; 2025Q2: 6,686 shares; 2025Q3: 6,980 shares 6,980 $456K 0.02% +294 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: 5,939 shares; 2024Q4: 6,397 shares; 2025Q1: 6,381 shares; 2025Q2: 6,498 shares; 2025Q3: 6,164 shares 6,164 $445K 0.02% -334 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: 885 shares; 2024Q4: 828 shares; 2025Q1: 830 shares; 2025Q2: 1,036 shares; 2025Q3: 1,041 shares 1,041 $440K 0.02% +5 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,802 shares; 2025Q1: 5,836 shares; 2025Q2: 6,571 shares; 2025Q3: 5,912 shares 5,912 $439K 0.02% -659 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,203 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,292 shares 1,292 $422K 0.02% +23 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: 5,010 shares; 2024Q4: 5,015 shares; 2025Q1: 5,019 shares; 2025Q2: 5,059 shares; 2025Q3: 4,278 shares 4,278 $405K 0.02% -781 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: 49,372 shares; 2024Q4: 52,030 shares; 2025Q1: 54,574 shares; 2025Q2: 56,048 shares; 2025Q3: 7,957 shares 7,957 $401K 0.02% -48,091 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,114 shares 6,114 $397K 0.02% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,576 shares; 2025Q1: 4,681 shares; 2025Q2: 4,870 shares; 2025Q3: 6,113 shares 6,113 $396K 0.02% +1,243 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 1,923 shares; 2025Q1: 1,681 shares; 2025Q2: 1,687 shares; 2025Q3: 1,660 shares 1,660 $392K 0.02% -27 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: 2,467 shares; 2024Q4: 2,404 shares; 2025Q1: 2,403 shares; 2025Q2: 2,867 shares; 2025Q3: 2,893 shares 2,893 $387K 0.02% +26 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,218 shares; 2025Q1: 5,175 shares; 2025Q2: 4,816 shares; 2025Q3: 4,899 shares 4,899 $384K 0.02% +83 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: not reported; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 608 shares 608 $374K 0.02% +9 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,497 shares; 2024Q4: 24,598 shares; 2025Q1: 24,704 shares; 2025Q2: 24,819 shares; 2025Q3: 24,937 shares 24,937 $374K 0.02% +118 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: 3,282 shares; 2024Q4: 2,870 shares; 2025Q1: 3,003 shares; 2025Q2: 3,044 shares; 2025Q3: 3,011 shares 3,011 $373K 0.02% -33 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: 673 shares; 2024Q4: 676 shares; 2025Q1: 679 shares; 2025Q2: 832 shares; 2025Q3: 733 shares 733 $366K 0.02% -99 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,890 shares; 2025Q1: 2,841 shares; 2025Q2: 2,933 shares; 2025Q3: 2,864 shares 2,864 $361K 0.02% -69 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,543 shares; 2025Q1: 1,556 shares; 2025Q2: 1,554 shares; 2025Q3: 1,522 shares 1,522 $361K 0.02% -32 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,627 shares; 2025Q1: 1,724 shares; 2025Q2: 1,770 shares; 2025Q3: 1,881 shares 1,881 $357K 0.02% +111 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: 4,177 shares; 2024Q4: 11,480 shares; 2025Q1: 13,396 shares; 2025Q2: 16,036 shares; 2025Q3: 12,626 shares 12,626 $345K 0.01% -3,410 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 2,407 shares 2,407 $342K 0.01% +227 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: not reported; 2024Q4: 1,342 shares; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,153 shares 1,153 $324K 0.01% -186 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: 5,013 shares; 2024Q4: 4,845 shares; 2025Q1: 4,711 shares; 2025Q2: 4,663 shares; 2025Q3: 4,780 shares 4,780 $316K 0.01% +117 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 690 shares; 2025Q2: 811 shares; 2025Q3: 672 shares 672 $312K 0.01% -139 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,345 shares; 2025Q2: 44,141 shares; 2025Q3: 2,318 shares 2,318 $310K 0.01% -41,823 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares 2,158 $306K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 459 shares; 2025Q1: 456 shares; 2025Q2: 457 shares; 2025Q3: 445 shares 445 $304K 0.01% -12 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: 1,943 shares; 2024Q4: 1,771 shares; 2025Q1: 1,787 shares; 2025Q2: 1,855 shares; 2025Q3: 1,885 shares 1,885 $300K 0.01% +30 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: 2,672 shares; 2024Q4: 2,614 shares; 2025Q1: 2,615 shares; 2025Q2: 2,637 shares; 2025Q3: 2,655 shares 2,655 $299K 0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 895 shares; 2025Q3: 894 shares 894 $297K 0.01% -1 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares 1,051 $296K 0.01% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 12,475 shares 12,475 $290K 0.01% +3,260 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: 2,621 shares; 2024Q4: 3,128 shares; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 3,255 shares 3,255 $284K 0.01% +733 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: 610 shares; 2025Q3: 617 shares 617 $282K 0.01% +7 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares 2,006 $278K 0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,427 shares; 2025Q3: 11,558 shares 11,558 $269K 0.01% +131 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,807 shares; 2024Q4: 12,978 shares; 2025Q1: 12,836 shares; 2025Q2: 12,964 shares; 2025Q3: 13,511 shares 13,511 $264K 0.01% +547 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,326 shares; 2025Q2: 4,297 shares; 2025Q3: 4,316 shares 4,316 $257K 0.01% +19 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: 1,525 shares; 2024Q4: 1,486 shares; 2025Q1: 1,250 shares; 2025Q2: 1,177 shares; 2025Q3: 1,181 shares 1,181 $255K 0.01% +4 Timeline VHT 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: 1,094 shares; 2024Q4: 1,067 shares; 2025Q1: 1,199 shares; 2025Q2: 1,158 shares; 2025Q3: 977 shares 977 $254K 0.01% -181 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: 5,694 shares; 2024Q4: 5,665 shares; 2025Q1: 5,186 shares; 2025Q2: 5,579 shares; 2025Q3: 5,616 shares 5,616 $253K 0.01% +37 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 380 shares 380 $251K 0.01% new 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: 2,689 shares; 2024Q4: 2,691 shares; 2025Q1: 2,696 shares; 2025Q2: 3,028 shares; 2025Q3: 3,035 shares 3,035 $250K 0.01% +7 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares 3,323 $245K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: not reported; 2025Q1: 1,491 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares 1,592 $242K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,160 shares; 2024Q4: 37,466 shares; 2025Q1: 2,832 shares; 2025Q2: 2,990 shares; 2025Q3: 2,853 shares 2,853 $241K 0.01% -137 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,786 shares; 2025Q1: not reported; 2025Q2: 3,788 shares; 2025Q3: 3,555 shares 3,555 $238K 0.01% -233 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,481 shares; 2025Q1: 3,523 shares; 2025Q2: 3,594 shares; 2025Q3: 3,602 shares 3,602 $237K 0.01% +8 Timeline BBUS 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: 3,138 shares; 2024Q4: 3,150 shares; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 1,965 shares 1,965 $237K 0.01% +6 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares 2,926 $234K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 963 shares 963 $233K 0.01% -82 Timeline HYDB 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: 6,627 shares; 2025Q1: 6,286 shares; 2025Q2: 4,769 shares; 2025Q3: 4,859 shares 4,859 $232K 0.01% +90 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,070 shares 4,070 $231K 0.01% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,687 shares; 2025Q1: 4,186 shares; 2025Q2: 4,580 shares; 2025Q3: 3,853 shares 3,853 $231K 0.01% -727 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,801 shares; 2025Q3: 2,741 shares 2,741 $230K 0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares 1,115 $227K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 475 shares 475 $226K 0.01% +2 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,936 shares; 2025Q1: 10,933 shares; 2025Q2: 11,135 shares; 2025Q3: 15,047 shares 15,047 $225K 0.01% +3,912 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 858 shares 858 $224K 0.01% -15 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,443 shares; 2025Q1: 7,503 shares; 2025Q2: 7,431 shares; 2025Q3: 6,310 shares 6,310 $224K 0.01% -1,121 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,149 shares 5,149 $224K 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 6,890 shares; 2025Q1: 6,703 shares; 2025Q2: 4,976 shares; 2025Q3: 3,826 shares 3,826 $219K 0.01% -1,150 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares 543 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,462 shares 1,462 $211K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares 1,122 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,315 shares 1,315 $204K 0.01% -7 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares 2,377 $202K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares 745 $202K 0.01% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 10,865 shares; 2025Q1: 10,917 shares; 2025Q2: 11,082 shares; 2025Q3: 11,191 shares 11,191 $202K 0.01% +109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,984 shares 3,984 $201K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 14,011 shares 14,011 $115K <0.01% new Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 20,620 shares; 2025Q1: 21,097 shares; 2025Q2: 21,570 shares; 2025Q3: 12,089 shares 12,089 $13.4K <0.01% -9,481 Timeline