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: 766,765 shares; 2024Q4: 1,017,793 shares; 2025Q1: 1,049,898 shares; 2025Q2: 1,076,986 shares; 2025Q3: 1,245,615 shares 1,245,615 $834M 31.28% +168,629 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: 505,972 shares; 2024Q4: 435,911 shares; 2025Q1: 372,080 shares; 2025Q2: 392,067 shares; 2025Q3: 428,413 shares 428,413 $201M 7.53% +36,346 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: 1,386,513 shares; 2024Q4: 1,510,144 shares; 2025Q1: 1,477,876 shares; 2025Q2: 1,469,951 shares; 2025Q3: 1,611,347 shares 1,611,347 $141M 5.28% +141,396 Timeline XLG 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: 1,733,895 shares; 2024Q4: 1,662,671 shares; 2025Q1: 1,712,968 shares; 2025Q2: 1,740,907 shares; 2025Q3: 2,045,865 shares 2,045,865 $118M 4.42% +304,958 Timeline IEI 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: 1,272,704 shares; 2024Q4: 605,888 shares; 2025Q1: 559,260 shares; 2025Q2: 551,610 shares; 2025Q3: 593,389 shares 593,389 $70.9M 2.66% +41,779 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718,635 shares; 2024Q4: 1,700,195 shares; 2025Q1: 1,700,195 shares; 2025Q2: 1,700,195 shares; 2025Q3: 1,700,195 shares 1,700,195 $68.7M 2.58% 0 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: 204,685 shares; 2024Q4: 204,458 shares; 2025Q1: 200,534 shares; 2025Q2: 208,758 shares; 2025Q3: 223,820 shares 223,820 $57M 2.14% +15,062 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: 91,371 shares; 2024Q4: 87,739 shares; 2025Q1: 100,479 shares; 2025Q2: 100,799 shares; 2025Q3: 104,131 shares 104,131 $53.9M 2.02% +3,332 Timeline ACWX 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: 871,345 shares; 2024Q4: 649,185 shares; 2025Q1: 625,222 shares; 2025Q2: 639,512 shares; 2025Q3: 729,551 shares 729,551 $47.4M 1.78% +90,039 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: 590,574 shares; 2024Q4: 512,603 shares; 2025Q1: 486,145 shares; 2025Q2: 457,941 shares; 2025Q3: 498,358 shares 498,358 $41.2M 1.54% +40,417 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: 62,790 shares; 2024Q4: 58,027 shares; 2025Q1: 54,707 shares; 2025Q2: 55,296 shares; 2025Q3: 57,226 shares 57,226 $38.2M 1.43% +1,930 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: 573,791 shares; 2024Q4: 389,292 shares; 2025Q1: 482,219 shares; 2025Q2: 460,810 shares; 2025Q3: 516,762 shares 516,762 $34.1M 1.28% +55,952 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: 128,506 shares; 2024Q4: 127,827 shares; 2025Q1: 132,688 shares; 2025Q2: 132,620 shares; 2025Q3: 151,071 shares 151,071 $28.2M 1.06% +18,451 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: 412,717 shares; 2024Q4: 343,541 shares; 2025Q1: 362,897 shares; 2025Q2: 408,777 shares; 2025Q3: 416,066 shares 416,066 $27.2M 1.02% +7,289 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: 124,237 shares; 2024Q4: 110,976 shares; 2025Q1: 108,227 shares; 2025Q2: 108,382 shares; 2025Q3: 105,043 shares 105,043 $25.6M 0.96% -3,339 Timeline JCPB 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: 393,405 shares; 2024Q4: 272,899 shares; 2025Q1: 353,180 shares; 2025Q2: 424,068 shares; 2025Q3: 477,932 shares 477,932 $22.7M 0.85% +53,864 Timeline ISTB 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: 399,542 shares; 2024Q4: 333,444 shares; 2025Q1: 341,608 shares; 2025Q2: 409,777 shares; 2025Q3: 460,948 shares 460,948 $22.5M 0.84% +51,171 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: 285,670 shares; 2024Q4: 184,128 shares; 2025Q1: 187,324 shares; 2025Q2: 200,741 shares; 2025Q3: 223,784 shares 223,784 $21.3M 0.8% +23,043 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: 54,110 shares; 2024Q4: 51,271 shares; 2025Q1: 52,077 shares; 2025Q2: 51,233 shares; 2025Q3: 52,706 shares 52,706 $19.3M 0.72% +1,473 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: 44,372 shares; 2024Q4: 44,549 shares; 2025Q1: 43,670 shares; 2025Q2: 54,710 shares; 2025Q3: 56,397 shares 56,397 $18.6M 0.7% +1,687 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: 63,902 shares; 2024Q4: 58,751 shares; 2025Q1: 55,768 shares; 2025Q2: 59,244 shares; 2025Q3: 53,954 shares 53,954 $17M 0.64% -5,290 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: 20,206 shares; 2024Q4: 20,006 shares; 2025Q1: 20,599 shares; 2025Q2: 21,428 shares; 2025Q3: 22,197 shares 22,197 $16.3M 0.61% +769 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: 30,295 shares; 2024Q4: 29,097 shares; 2025Q1: 30,409 shares; 2025Q2: 30,307 shares; 2025Q3: 31,766 shares 31,766 $16M 0.6% +1,459 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: 36,513 shares; 2024Q4: 35,330 shares; 2025Q1: 33,568 shares; 2025Q2: 37,310 shares; 2025Q3: 41,305 shares 41,305 $13.6M 0.51% +3,995 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: 52,014 shares; 2024Q4: 52,808 shares; 2025Q1: 57,132 shares; 2025Q2: 56,025 shares; 2025Q3: 61,421 shares 61,421 $13.5M 0.51% +5,396 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: 154,873 shares; 2024Q4: 53,940 shares; 2025Q1: 52,662 shares; 2025Q2: 70,926 shares; 2025Q3: 64,740 shares 64,740 $13.2M 0.49% -6,186 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: 100,465 shares; 2024Q4: 113,137 shares; 2025Q1: 116,332 shares; 2025Q2: 118,548 shares; 2025Q3: 115,980 shares 115,980 $13.1M 0.49% -2,568 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: 61,687 shares; 2024Q4: 76,066 shares; 2025Q1: 76,684 shares; 2025Q2: 82,564 shares; 2025Q3: 77,521 shares 77,521 $11.9M 0.45% -5,043 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 712 shares; 2025Q2: 104,169 shares; 2025Q3: 83,042 shares 83,042 $11.7M 0.44% -21,127 Timeline GVI 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: 210,202 shares; 2024Q4: 130,056 shares; 2025Q1: 115,305 shares; 2025Q2: 104,847 shares; 2025Q3: 107,914 shares 107,914 $11.6M 0.44% +3,067 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: 61,445 shares; 2024Q4: 58,736 shares; 2025Q1: 61,323 shares; 2025Q2: 62,672 shares; 2025Q3: 62,436 shares 62,436 $11.6M 0.43% -236 Timeline VNQ 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: 144,448 shares; 2024Q4: 141,269 shares; 2025Q1: 137,894 shares; 2025Q2: 126,729 shares; 2025Q3: 123,966 shares 123,966 $11.3M 0.43% -2,763 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: 34,055 shares; 2024Q4: 30,823 shares; 2025Q1: 30,147 shares; 2025Q2: 30,525 shares; 2025Q3: 33,045 shares 33,045 $11.3M 0.42% +2,520 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: 154,022 shares; 2024Q4: 168,666 shares; 2025Q1: 171,168 shares; 2025Q2: 174,456 shares; 2025Q3: 162,571 shares 162,571 $10.9M 0.41% -11,885 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: 37,931 shares; 2024Q4: 40,889 shares; 2025Q1: 41,271 shares; 2025Q2: 45,066 shares; 2025Q3: 44,301 shares 44,301 $10.3M 0.38% -765 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 21,233 shares 21,233 $10.1M 0.38% +21,177 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: 132,025 shares; 2024Q4: 123,242 shares; 2025Q1: 127,848 shares; 2025Q2: 136,575 shares; 2025Q3: 132,963 shares 132,963 $9.1M 0.34% -3,612 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: 338,725 shares; 2024Q4: 98,065 shares; 2025Q1: 70,361 shares; 2025Q2: 92,234 shares; 2025Q3: 129,427 shares 129,427 $8.78M 0.33% +37,193 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,916 shares; 2025Q1: 2,695 shares; 2025Q2: 608 shares; 2025Q3: 25,332 shares 25,332 $8.78M 0.33% +24,724 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: 59,524 shares; 2025Q1: 58,523 shares; 2025Q2: 61,549 shares; 2025Q3: 62,792 shares 62,792 $8.42M 0.32% +1,243 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: 49,701 shares; 2024Q4: 43,836 shares; 2025Q1: 48,377 shares; 2025Q2: 54,941 shares; 2025Q3: 58,764 shares 58,764 $7.87M 0.3% +3,823 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: 33,629 shares; 2024Q4: 28,029 shares; 2025Q1: 28,167 shares; 2025Q2: 28,066 shares; 2025Q3: 31,723 shares 31,723 $7.71M 0.29% +3,657 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,479 shares; 2024Q4: 29,369 shares; 2025Q1: 29,288 shares; 2025Q2: 30,348 shares; 2025Q3: 30,371 shares 30,371 $7.5M 0.28% +23 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,193 shares; 2024Q4: 48,958 shares; 2025Q1: 49,919 shares; 2025Q2: 47,902 shares; 2025Q3: 58,202 shares 58,202 $7.21M 0.27% +10,300 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: 83,849 shares; 2024Q4: 79,684 shares; 2025Q1: 79,083 shares; 2025Q2: 77,562 shares; 2025Q3: 67,612 shares 67,612 $6.97M 0.26% -9,950 Timeline JPST 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: 123,078 shares; 2024Q4: 105,413 shares; 2025Q1: 106,917 shares; 2025Q2: 118,759 shares; 2025Q3: 136,290 shares 136,290 $6.91M 0.26% +17,531 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: 14,999 shares; 2024Q4: 13,714 shares; 2025Q1: 14,184 shares; 2025Q2: 13,321 shares; 2025Q3: 14,489 shares 14,489 $6.91M 0.26% +1,168 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: 53,226 shares; 2024Q4: 54,563 shares; 2025Q1: 56,831 shares; 2025Q2: 59,117 shares; 2025Q3: 54,328 shares 54,328 $6.84M 0.26% -4,789 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,171 shares; 2024Q4: 38,449 shares; 2025Q1: 33,166 shares; 2025Q2: 35,788 shares; 2025Q3: 46,403 shares 46,403 $6.61M 0.25% +10,615 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: 75,351 shares; 2024Q4: 23,572 shares; 2025Q1: 22,560 shares; 2025Q2: 22,755 shares; 2025Q3: 57,930 shares 57,930 $6.6M 0.25% +35,175 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,794 shares; 2024Q4: 135,741 shares; 2025Q1: 84,452 shares; 2025Q2: 66,487 shares; 2025Q3: 65,178 shares 65,178 $6.53M 0.25% -1,309 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: 14,048 shares; 2024Q4: 12,587 shares; 2025Q1: 12,747 shares; 2025Q2: 12,905 shares; 2025Q3: 12,951 shares 12,951 $6.47M 0.24% +46 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: 102,453 shares; 2024Q4: 40,133 shares; 2025Q1: 41,046 shares; 2025Q2: 58,508 shares; 2025Q3: 52,378 shares 52,378 $6.22M 0.23% -6,130 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: 62,225 shares; 2024Q4: 52,152 shares; 2025Q1: 50,460 shares; 2025Q2: 53,134 shares; 2025Q3: 62,076 shares 62,076 $5.99M 0.22% +8,942 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: 14,451 shares; 2024Q4: 10,525 shares; 2025Q1: 18,251 shares; 2025Q2: 14,384 shares; 2025Q3: 14,771 shares 14,771 $5.99M 0.22% +387 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: 8,438 shares; 2024Q4: 7,287 shares; 2025Q1: 6,707 shares; 2025Q2: 6,995 shares; 2025Q3: 7,676 shares 7,676 $5.86M 0.22% +681 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,994 shares; 2024Q4: 33,686 shares; 2025Q1: 35,214 shares; 2025Q2: 33,687 shares; 2025Q3: 34,184 shares 34,184 $5.79M 0.22% +497 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,478 shares; 2024Q4: 733,302 shares; 2025Q1: 637,727 shares; 2025Q2: 499,857 shares; 2025Q3: 430,540 shares 430,540 $5.65M 0.21% -69,317 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,085 shares; 2024Q4: 22,669 shares; 2025Q1: 22,953 shares; 2025Q2: 20,992 shares; 2025Q3: 22,530 shares 22,530 $5.56M 0.21% +1,538 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,050 shares; 2024Q4: 37,214 shares; 2025Q1: 34,601 shares; 2025Q2: 35,602 shares; 2025Q3: 48,171 shares 48,171 $5.52M 0.21% +12,569 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 3,961 shares; 2025Q1: 5,381 shares; 2025Q2: 35,560 shares; 2025Q3: 30,516 shares 30,516 $5.35M 0.2% -5,044 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,211 shares; 2024Q4: 65,667 shares; 2025Q1: 65,144 shares; 2025Q2: 64,202 shares; 2025Q3: 56,364 shares 56,364 $5.26M 0.2% -7,838 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,075 shares; 2024Q4: 76,490 shares; 2025Q1: 74,337 shares; 2025Q2: 107,490 shares; 2025Q3: 96,967 shares 96,967 $5.25M 0.2% -10,523 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: 96,088 shares; 2024Q4: 96,724 shares; 2025Q1: 88,997 shares; 2025Q2: 88,276 shares; 2025Q3: 85,646 shares 85,646 $5.23M 0.2% -2,630 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,391 shares; 2024Q4: 23,497 shares; 2025Q1: 22,459 shares; 2025Q2: 23,138 shares; 2025Q3: 20,990 shares 20,990 $5.17M 0.19% -2,148 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: 112,582 shares; 2024Q4: 121,648 shares; 2025Q1: 117,874 shares; 2025Q2: 113,525 shares; 2025Q3: 114,730 shares 114,730 $5.16M 0.19% +1,205 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: 8,675 shares; 2024Q4: 9,237 shares; 2025Q1: 9,615 shares; 2025Q2: 10,438 shares; 2025Q3: 14,480 shares 14,480 $5.11M 0.19% +4,042 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: 114,035 shares; 2024Q4: 109,747 shares; 2025Q1: 124,836 shares; 2025Q2: 126,367 shares; 2025Q3: 112,824 shares 112,824 $4.96M 0.19% -13,543 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: 266,021 shares; 2024Q4: 214,702 shares; 2025Q1: 177,333 shares; 2025Q2: 72,532 shares; 2025Q3: 45,767 shares 45,767 $4.87M 0.18% -26,765 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,564 shares; 2024Q4: 39,614 shares; 2025Q1: 39,798 shares; 2025Q2: 39,699 shares; 2025Q3: 39,268 shares 39,268 $4.81M 0.18% -431 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: 18,969 shares; 2024Q4: 20,041 shares; 2025Q1: 19,753 shares; 2025Q2: 17,858 shares; 2025Q3: 15,725 shares 15,725 $4.78M 0.18% -2,133 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,541 shares; 2024Q4: 76,271 shares; 2025Q1: 88,794 shares; 2025Q2: 80,294 shares; 2025Q3: 78,036 shares 78,036 $4.76M 0.18% -2,258 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: 1,314 shares; 2024Q4: 693 shares; 2025Q1: 708 shares; 2025Q2: 716 shares; 2025Q3: 3,851 shares 3,851 $4.62M 0.17% +3,135 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 21,275 shares; 2025Q3: 17,754 shares 17,754 $4.53M 0.17% -3,521 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: 19,461 shares; 2024Q4: 18,700 shares; 2025Q1: 18,737 shares; 2025Q2: 17,299 shares; 2025Q3: 12,592 shares 12,592 $4.35M 0.16% -4,707 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 18,639 shares; 2025Q1: 20,133 shares; 2025Q2: 19,083 shares; 2025Q3: 19,852 shares 19,852 $4.22M 0.16% +769 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: 268 shares; 2024Q4: 6,988 shares; 2025Q1: 8,232 shares; 2025Q2: 8,269 shares; 2025Q3: 8,263 shares 8,263 $3.92M 0.15% -6 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: 22,543 shares; 2024Q4: 28,090 shares; 2025Q1: 28,439 shares; 2025Q2: 26,255 shares; 2025Q3: 27,919 shares 27,919 $3.92M 0.15% +1,664 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: 123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,139 shares; 2025Q3: 12,087 shares 12,087 $3.91M 0.15% +8,948 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: 21,597 shares; 2024Q4: 26,315 shares; 2025Q1: 27,049 shares; 2025Q2: 21,436 shares; 2025Q3: 24,868 shares 24,868 $3.86M 0.14% +3,432 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,592 shares; 2025Q1: 2,659 shares; 2025Q2: 38,123 shares; 2025Q3: 35,139 shares 35,139 $3.79M 0.14% -2,984 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,542 shares; 2024Q4: 46,239 shares; 2025Q1: 44,809 shares; 2025Q2: 43,987 shares; 2025Q3: 44,813 shares 44,813 $3.77M 0.14% +826 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: 45,702 shares; 2024Q4: 31,729 shares; 2025Q1: 16,736 shares; 2025Q2: 15,443 shares; 2025Q3: 16,752 shares 16,752 $3.63M 0.14% +1,309 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: 43,680 shares; 2024Q4: 31,665 shares; 2025Q1: 32,744 shares; 2025Q2: 34,437 shares; 2025Q3: 42,332 shares 42,332 $3.55M 0.13% +7,895 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,883 shares; 2024Q4: 69,334 shares; 2025Q1: 73,089 shares; 2025Q2: 70,728 shares; 2025Q3: 72,002 shares 72,002 $3.52M 0.13% +1,274 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,213 shares; 2024Q4: 164,770 shares; 2025Q1: 159,385 shares; 2025Q2: 155,793 shares; 2025Q3: 155,793 shares 155,793 $3.5M 0.13% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 5,199 shares; 2025Q1: 14,051 shares; 2025Q2: 14,271 shares; 2025Q3: 16,469 shares 16,469 $3.47M 0.13% +2,198 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 33,417 shares; 2025Q1: 34,587 shares; 2025Q2: 26,702 shares; 2025Q3: 33,609 shares 33,609 $3.3M 0.12% +6,907 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: 33,147 shares; 2024Q4: 30,562 shares; 2025Q1: 32,412 shares; 2025Q2: 38,727 shares; 2025Q3: 38,709 shares 38,709 $3.28M 0.12% -18 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: 12,500 shares; 2024Q4: 10,033 shares; 2025Q1: 10,173 shares; 2025Q2: 9,974 shares; 2025Q3: 11,605 shares 11,605 $3.26M 0.12% +1,631 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: 103,987 shares; 2024Q4: 125,780 shares; 2025Q1: 130,505 shares; 2025Q2: 127,919 shares; 2025Q3: 115,152 shares 115,152 $3.25M 0.12% -12,767 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: 33,392 shares; 2024Q4: 32,394 shares; 2025Q1: 31,321 shares; 2025Q2: 30,433 shares; 2025Q3: 33,885 shares 33,885 $3.22M 0.12% +3,452 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,692 shares; 2025Q1: 2,836 shares; 2025Q2: 2,918 shares; 2025Q3: 5,640 shares 5,640 $3.21M 0.12% +2,722 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: 2,767 shares; 2024Q4: 2,769 shares; 2025Q1: 2,590 shares; 2025Q2: 3,196 shares; 2025Q3: 3,417 shares 3,417 $3.16M 0.12% +221 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: 38,938 shares; 2024Q4: 13,113 shares; 2025Q1: 14,901 shares; 2025Q2: 10,968 shares; 2025Q3: 16,578 shares 16,578 $3.05M 0.11% +5,610 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: 90,058 shares; 2024Q4: 58,431 shares; 2025Q1: 86,494 shares; 2025Q2: 121,497 shares; 2025Q3: 118,145 shares 118,145 $3.01M 0.11% -3,352 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,830 shares; 2024Q4: 11,260 shares; 2025Q1: 11,060 shares; 2025Q2: 16,230 shares; 2025Q3: 16,018 shares 16,018 $3M 0.11% -212 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 22,915 shares; 2025Q1: 23,548 shares; 2025Q2: 21,725 shares; 2025Q3: 26,765 shares 26,765 $3M 0.11% +5,040 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,004 shares; 2024Q4: 9,821 shares; 2025Q1: 9,722 shares; 2025Q2: 10,334 shares; 2025Q3: 10,529 shares 10,529 $2.98M 0.11% +195 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: 10,911 shares; 2024Q4: 11,122 shares; 2025Q1: 11,006 shares; 2025Q2: 10,862 shares; 2025Q3: 10,489 shares 10,489 $2.96M 0.11% -373 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: 4,419 shares; 2024Q4: 5,793 shares; 2025Q1: 5,626 shares; 2025Q2: 5,505 shares; 2025Q3: 14,130 shares 14,130 $2.89M 0.11% +8,625 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,566 shares; 2024Q4: 14,969 shares; 2025Q1: 16,120 shares; 2025Q2: 14,832 shares; 2025Q3: 17,792 shares 17,792 $2.8M 0.11% +2,960 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,950 shares; 2024Q4: 41,333 shares; 2025Q1: 42,712 shares; 2025Q2: 25,366 shares; 2025Q3: 27,010 shares 27,010 $2.77M 0.1% +1,644 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: 8,591 shares; 2024Q4: 9,294 shares; 2025Q1: 10,195 shares; 2025Q2: 10,618 shares; 2025Q3: 11,304 shares 11,304 $2.74M 0.1% +686 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 5,013 shares; 2025Q1: 4,608 shares; 2025Q2: 4,532 shares; 2025Q3: 4,516 shares 4,516 $2.7M 0.1% -16 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 12,171 shares; 2025Q1: 12,207 shares; 2025Q2: 12,797 shares; 2025Q3: 12,455 shares 12,455 $2.69M 0.1% -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: 3,489 shares; 2024Q4: 3,607 shares; 2025Q1: 2,739 shares; 2025Q2: 3,424 shares; 2025Q3: 4,367 shares 4,367 $2.68M 0.1% +943 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: 3,779 shares 3,779 $2.64M 0.1% new 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: 10,368 shares; 2024Q4: 9,935 shares; 2025Q1: 8,971 shares; 2025Q2: 9,171 shares; 2025Q3: 8,925 shares 8,925 $2.63M 0.1% -246 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 7,809 shares; 2025Q1: 7,185 shares; 2025Q2: 8,471 shares; 2025Q3: 8,084 shares 8,084 $2.61M 0.1% -387 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,497 shares; 2024Q4: 8,355 shares; 2025Q1: 8,299 shares; 2025Q2: 8,088 shares; 2025Q3: 7,194 shares 7,194 $2.53M 0.09% -894 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,828 shares; 2024Q4: 61,122 shares; 2025Q1: 65,609 shares; 2025Q2: 78,084 shares; 2025Q3: 75,717 shares 75,717 $2.5M 0.09% -2,367 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: 13,065 shares; 2024Q4: 3,337 shares; 2025Q1: 5,135 shares; 2025Q2: 3,635 shares; 2025Q3: 28,409 shares 28,409 $2.4M 0.09% +24,774 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 833 shares; 2025Q1: 665 shares; 2025Q2: 779 shares; 2025Q3: 2,138 shares 2,138 $2.31M 0.09% +1,359 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: 6,412 shares; 2024Q4: 7,970 shares; 2025Q1: 8,514 shares; 2025Q2: 8,900 shares; 2025Q3: 7,868 shares 7,868 $2.27M 0.09% -1,032 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: 32,024 shares; 2024Q4: 28,364 shares; 2025Q1: 32,914 shares; 2025Q2: 30,874 shares; 2025Q3: 23,621 shares 23,621 $2.27M 0.09% -7,253 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: 12,101 shares; 2024Q4: 9,472 shares; 2025Q1: 8,641 shares; 2025Q2: 7,655 shares; 2025Q3: 8,012 shares 8,012 $2.26M 0.08% +357 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: 20,347 shares; 2024Q4: 18,550 shares; 2025Q1: 18,406 shares; 2025Q2: 22,645 shares; 2025Q3: 18,790 shares 18,790 $2.09M 0.08% -3,855 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 1,884 shares; 2025Q1: 6,811 shares; 2025Q2: 7,247 shares; 2025Q3: 7,393 shares 7,393 $2.06M 0.08% +146 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,709 shares; 2024Q4: 24,282 shares; 2025Q1: 24,214 shares; 2025Q2: 12,190 shares; 2025Q3: 11,580 shares 11,580 $2.03M 0.08% -610 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: 3,742 shares; 2024Q4: 3,977 shares; 2025Q1: 9,795 shares; 2025Q2: 11,008 shares; 2025Q3: 12,407 shares 12,407 $2.01M 0.08% +1,399 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,876 shares; 2024Q4: 28,947 shares; 2025Q1: 28,896 shares; 2025Q2: 32,953 shares; 2025Q3: 31,560 shares 31,560 $1.91M 0.07% -1,393 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: 4,521 shares; 2024Q4: 4,086 shares; 2025Q1: 3,564 shares; 2025Q2: 3,438 shares; 2025Q3: 7,580 shares 7,580 $1.9M 0.07% +4,142 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,716 shares; 2025Q1: 22,421 shares; 2025Q2: 27,880 shares; 2025Q3: 24,681 shares 24,681 $1.88M 0.07% -3,199 Timeline CATH 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: 23,030 shares; 2024Q4: 23,030 shares; 2025Q1: 23,030 shares; 2025Q2: 23,030 shares; 2025Q3: 23,030 shares 23,030 $1.87M 0.07% 0 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: 4,463 shares; 2024Q4: 4,119 shares; 2025Q1: 13,407 shares; 2025Q2: 13,441 shares; 2025Q3: 11,948 shares 11,948 $1.85M 0.07% -1,493 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: 2,813 shares; 2024Q4: 2,653 shares; 2025Q1: 2,951 shares; 2025Q2: 3,278 shares; 2025Q3: 3,146 shares 3,146 $1.77M 0.07% -132 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,110 shares; 2024Q4: 15,917 shares; 2025Q1: 15,381 shares; 2025Q2: 15,275 shares; 2025Q3: 10,814 shares 10,814 $1.75M 0.07% -4,461 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: 1,818 shares; 2024Q4: 2,732 shares; 2025Q1: 2,999 shares; 2025Q2: 2,963 shares; 2025Q3: 2,913 shares 2,913 $1.75M 0.07% -50 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,805 shares; 2024Q4: 27,400 shares; 2025Q1: 27,712 shares; 2025Q2: 21,743 shares; 2025Q3: 22,801 shares 22,801 $1.75M 0.07% +1,058 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 448 shares; 2025Q1: 681 shares; 2025Q2: 666 shares; 2025Q3: 10,344 shares 10,344 $1.74M 0.07% +9,678 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: 5,793 shares; 2024Q4: 12,052 shares; 2025Q1: 11,629 shares; 2025Q2: 10,370 shares; 2025Q3: 13,502 shares 13,502 $1.74M 0.07% +3,132 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: 633 shares; 2024Q4: 906 shares; 2025Q1: 1,008 shares; 2025Q2: 1,094 shares; 2025Q3: 4,551 shares 4,551 $1.7M 0.06% +3,457 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: 5,003 shares; 2024Q4: 5,477 shares; 2025Q1: 5,577 shares; 2025Q2: 12,287 shares; 2025Q3: 11,753 shares 11,753 $1.67M 0.06% -534 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: 3,159 shares; 2024Q4: 3,016 shares; 2025Q1: 2,118 shares; 2025Q2: 3,394 shares; 2025Q3: 3,721 shares 3,721 $1.65M 0.06% +327 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: 17,663 shares; 2024Q4: 11,583 shares; 2025Q1: 12,506 shares; 2025Q2: 9,951 shares; 2025Q3: 17,014 shares 17,014 $1.62M 0.06% +7,063 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,384 shares; 2024Q4: 63,698 shares; 2025Q1: 66,346 shares; 2025Q2: 72,767 shares; 2025Q3: 60,842 shares 60,842 $1.62M 0.06% -11,925 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 9,750 shares; 2025Q1: 9,935 shares; 2025Q2: 32,540 shares; 2025Q3: 30,000 shares 30,000 $1.6M 0.06% -2,540 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,704 shares; 2025Q1: 10,443 shares; 2025Q2: 11,539 shares; 2025Q3: 11,070 shares 11,070 $1.58M 0.06% -469 Timeline IWV 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: 1,192 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 3,616 shares; 2025Q3: 4,087 shares 4,087 $1.55M 0.06% +471 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: 17,503 shares; 2024Q4: 5,370 shares; 2025Q1: 4,921 shares; 2025Q2: 3,993 shares; 2025Q3: 3,580 shares 3,580 $1.51M 0.06% -413 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: 3,760 shares; 2024Q4: 11,884 shares; 2025Q1: 16,130 shares; 2025Q2: 18,224 shares; 2025Q3: 15,894 shares 15,894 $1.51M 0.06% -2,330 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: 5,764 shares; 2024Q4: 11,118 shares; 2025Q1: 11,304 shares; 2025Q2: 11,118 shares; 2025Q3: 12,416 shares 12,416 $1.5M 0.06% +1,298 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: 28,716 shares; 2024Q4: 28,378 shares; 2025Q1: 27,636 shares; 2025Q2: 26,618 shares; 2025Q3: 25,007 shares 25,007 $1.5M 0.06% -1,611 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: 1,958 shares; 2024Q4: 9,068 shares; 2025Q1: 9,390 shares; 2025Q2: 11,070 shares; 2025Q3: 11,860 shares 11,860 $1.49M 0.06% +790 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 7,970 shares; 2025Q2: 6,970 shares; 2025Q3: 8,170 shares 8,170 $1.46M 0.05% +1,200 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: 6,886 shares; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 5,036 shares; 2025Q3: 11,049 shares 11,049 $1.45M 0.05% +6,013 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: 19,424 shares; 2024Q4: 14,117 shares; 2025Q1: 13,200 shares; 2025Q2: 13,474 shares; 2025Q3: 12,125 shares 12,125 $1.44M 0.05% -1,349 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 15,762 shares; 2025Q1: 17,250 shares; 2025Q2: 20,016 shares; 2025Q3: 17,553 shares 17,553 $1.43M 0.05% -2,463 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 370 shares; 2025Q2: 12,799 shares; 2025Q3: 9,645 shares 9,645 $1.37M 0.05% -3,154 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,759 shares; 2024Q4: 14,555 shares; 2025Q1: 14,534 shares; 2025Q2: 10,490 shares; 2025Q3: 11,253 shares 11,253 $1.37M 0.05% +763 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: 7,867 shares; 2024Q4: 6,313 shares; 2025Q1: 7,013 shares; 2025Q2: 7,963 shares; 2025Q3: 8,219 shares 8,219 $1.35M 0.05% +256 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: 2,820 shares; 2024Q4: 1,050 shares; 2025Q1: 1,332 shares; 2025Q2: 1,237 shares; 2025Q3: 4,427 shares 4,427 $1.33M 0.05% +3,190 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: 1,781 shares; 2024Q4: 1,879 shares; 2025Q1: 2,450 shares; 2025Q2: 2,564 shares; 2025Q3: 7,932 shares 7,932 $1.33M 0.05% +5,368 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: 9,502 shares; 2024Q4: 8,983 shares; 2025Q1: 9,330 shares; 2025Q2: 9,513 shares; 2025Q3: 9,321 shares 9,321 $1.31M 0.05% -192 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: 5,035 shares; 2024Q4: 4,490 shares; 2025Q1: 5,502 shares; 2025Q2: 4,256 shares; 2025Q3: 5,391 shares 5,391 $1.28M 0.05% +1,135 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: 3,943 shares; 2024Q4: 2,039 shares; 2025Q1: 1,966 shares; 2025Q2: 2,683 shares; 2025Q3: 2,657 shares 2,657 $1.28M 0.05% -26 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: 12,583 shares; 2024Q4: 11,768 shares; 2025Q1: 10,493 shares; 2025Q2: 9,922 shares; 2025Q3: 10,055 shares 10,055 $1.27M 0.05% +133 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: 4,419 shares; 2024Q4: 4,419 shares; 2025Q1: 10,156 shares; 2025Q2: 16,288 shares; 2025Q3: 15,826 shares 15,826 $1.27M 0.05% -462 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: 12,819 shares; 2024Q4: 10,727 shares; 2025Q1: 10,400 shares; 2025Q2: 10,356 shares; 2025Q3: 10,422 shares 10,422 $1.26M 0.05% +66 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 25,658 shares; 2025Q1: 22,775 shares; 2025Q2: 16,010 shares; 2025Q3: 17,196 shares 17,196 $1.24M 0.05% +1,186 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 15,475 shares; 2025Q1: 16,470 shares; 2025Q2: 17,420 shares; 2025Q3: 17,420 shares 17,420 $1.24M 0.05% 0 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: 719 shares; 2025Q1: 726 shares; 2025Q2: 841 shares; 2025Q3: 1,064 shares 1,064 $1.24M 0.05% +223 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: 1,131 shares; 2024Q4: 639 shares; 2025Q1: 560 shares; 2025Q2: 706 shares; 2025Q3: 3,322 shares 3,322 $1.23M 0.05% +2,616 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,125 shares; 2025Q1: 1,192 shares; 2025Q2: 1,371 shares; 2025Q3: 5,605 shares 5,605 $1.23M 0.05% +4,234 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: 13,473 shares; 2024Q4: 34,487 shares; 2025Q1: 34,487 shares; 2025Q2: 24,036 shares; 2025Q3: 35,501 shares 35,501 $1.19M 0.04% +11,465 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 8,144 shares; 2025Q1: 8,144 shares; 2025Q2: 8,022 shares; 2025Q3: 10,781 shares 10,781 $1.19M 0.04% +2,759 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: 5,117 shares; 2024Q4: 3,895 shares; 2025Q1: 3,698 shares; 2025Q2: 7,860 shares; 2025Q3: 8,116 shares 8,116 $1.17M 0.04% +256 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: 122,773 shares; 2024Q4: 120,413 shares; 2025Q1: 134,404 shares; 2025Q2: 84,974 shares; 2025Q3: 36,783 shares 36,783 $1.16M 0.04% -48,191 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,242 shares; 2025Q1: 3,338 shares; 2025Q2: 1,854 shares; 2025Q3: 2,778 shares 2,778 $1.15M 0.04% +924 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,043 shares; 2024Q4: 39,995 shares; 2025Q1: 39,330 shares; 2025Q2: 26,029 shares; 2025Q3: 25,746 shares 25,746 $1.13M 0.04% -283 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: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 19,000 shares; 2025Q3: 22,400 shares 22,400 $1.09M 0.04% +3,400 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 1,787 shares; 2025Q1: 782 shares; 2025Q2: 907 shares; 2025Q3: 4,368 shares 4,368 $1.07M 0.04% +3,461 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 7,162 shares; 2025Q1: 6,980 shares; 2025Q2: 7,128 shares; 2025Q3: 6,588 shares 6,588 $1.05M 0.04% -540 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 31 shares; 2025Q1: 299 shares; 2025Q2: 335 shares; 2025Q3: 6,851 shares 6,851 $1.03M 0.04% +6,516 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,704 shares; 2024Q4: 34,660 shares; 2025Q1: 38,137 shares; 2025Q2: 22,740 shares; 2025Q3: 30,198 shares 30,198 $1.03M 0.04% +7,458 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares 7,500 $1.01M 0.04% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 113 shares; 2025Q1: 107 shares; 2025Q2: 260 shares; 2025Q3: 3,186 shares 3,186 $987K 0.04% +2,926 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 9,123 shares; 2025Q1: 9,523 shares; 2025Q2: 11,223 shares; 2025Q3: 10,873 shares 10,873 $984K 0.04% -350 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,517 shares; 2025Q1: 1,341 shares; 2025Q2: 1,309 shares; 2025Q3: 1,609 shares 1,609 $980K 0.04% +300 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 12,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares 12,674 $969K 0.04% 0 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: 7,570 shares; 2024Q4: 13,103 shares; 2025Q1: 10,260 shares; 2025Q2: 10,914 shares; 2025Q3: 14,235 shares 14,235 $951K 0.04% +3,321 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,761 shares; 2024Q4: 16,762 shares; 2025Q1: 17,232 shares; 2025Q2: 16,276 shares; 2025Q3: 14,050 shares 14,050 $947K 0.04% -2,226 Timeline IWS 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: 3,362 shares; 2024Q4: 2,804 shares; 2025Q1: 2,508 shares; 2025Q2: 6,531 shares; 2025Q3: 6,615 shares 6,615 $924K 0.03% +84 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: 7,320 shares; 2024Q4: 3,322 shares; 2025Q1: 8,041 shares; 2025Q2: 4,506 shares; 2025Q3: 6,435 shares 6,435 $921K 0.03% +1,929 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 8,715 shares; 2025Q1: 8,699 shares; 2025Q2: 7,919 shares; 2025Q3: 13,528 shares 13,528 $907K 0.03% +5,609 Timeline SHY 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: 11,290 shares; 2024Q4: 11,190 shares; 2025Q1: 11,140 shares; 2025Q2: 12,987 shares; 2025Q3: 10,840 shares 10,840 $899K 0.03% -2,147 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,000 shares; 2025Q3: 35,000 shares 35,000 $896K 0.03% +1,000 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 869 shares; 2025Q1: 1,092 shares; 2025Q2: 917 shares; 2025Q3: 1,792 shares 1,792 $872K 0.03% +875 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: 8,042 shares; 2024Q4: 12,827 shares; 2025Q1: 12,737 shares; 2025Q2: 13,737 shares; 2025Q3: 13,808 shares 13,808 $869K 0.03% +71 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: 681 shares; 2024Q4: 105 shares; 2025Q1: 602 shares; 2025Q2: 148 shares; 2025Q3: 2,809 shares 2,809 $864K 0.03% +2,661 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: 3,200 shares; 2024Q4: 2,046 shares; 2025Q1: 2,364 shares; 2025Q2: 3,598 shares; 2025Q3: 5,041 shares 5,041 $839K 0.03% +1,443 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,748 shares; 2025Q1: 1,740 shares; 2025Q2: 1,673 shares; 2025Q3: 1,724 shares 1,724 $837K 0.03% +51 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 7,068 shares; 2025Q1: 6,893 shares; 2025Q2: 6,153 shares; 2025Q3: 5,662 shares 5,662 $825K 0.03% -491 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: 27,174 shares; 2024Q4: 17,251 shares; 2025Q1: 26,576 shares; 2025Q2: 21,515 shares; 2025Q3: 23,076 shares 23,076 $809K 0.03% +1,561 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 457 shares; 2025Q3: 8,941 shares 8,941 $791K 0.03% +8,484 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: 3,185 shares; 2024Q4: 2,493 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,906 shares 2,906 $757K 0.03% +470 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,807 shares; 2025Q1: 2,857 shares; 2025Q2: 2,904 shares; 2025Q3: 2,566 shares 2,566 $756K 0.03% -338 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 268 shares; 2025Q1: 663 shares; 2025Q2: 2,538 shares; 2025Q3: 2,673 shares 2,673 $749K 0.03% +135 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: 39,608 shares; 2024Q4: 10,614 shares; 2025Q1: 22,987 shares; 2025Q2: 13,191 shares; 2025Q3: 14,496 shares 14,496 $748K 0.03% +1,305 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: 401 shares; 2024Q4: 495 shares; 2025Q1: 539 shares; 2025Q2: 533 shares; 2025Q3: 809 shares 809 $745K 0.03% +276 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: 5,324 shares; 2024Q4: 1,974 shares; 2025Q1: 4,344 shares; 2025Q2: 2,013 shares; 2025Q3: 3,363 shares 3,363 $743K 0.03% +1,350 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: 16,605 shares; 2024Q4: 7,866 shares; 2025Q1: 7,164 shares; 2025Q2: 6,386 shares; 2025Q3: 7,763 shares 7,763 $739K 0.03% +1,377 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: not reported; 2024Q4: 4,531 shares; 2025Q1: 7,331 shares; 2025Q2: 7,857 shares; 2025Q3: 7,812 shares 7,812 $728K 0.03% -45 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: 4,575 shares; 2024Q4: 15,866 shares; 2025Q1: 18,202 shares; 2025Q2: 16,466 shares; 2025Q3: 16,135 shares 16,135 $728K 0.03% -331 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 3,160 shares; 2025Q1: 9,262 shares; 2025Q2: 9,112 shares; 2025Q3: 11,031 shares 11,031 $727K 0.03% +1,919 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: 11,820 shares; 2024Q4: 1,448 shares; 2025Q1: 8,868 shares; 2025Q2: 1,393 shares; 2025Q3: 7,647 shares 7,647 $723K 0.03% +6,254 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: 4,853 shares; 2024Q4: 3,135 shares; 2025Q1: 4,861 shares; 2025Q2: 2,781 shares; 2025Q3: 3,034 shares 3,034 $717K 0.03% +253 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,623 shares; 2024Q4: 12,787 shares; 2025Q1: 12,603 shares; 2025Q2: 12,242 shares; 2025Q3: 9,633 shares 9,633 $708K 0.03% -2,609 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: 4,827 shares; 2024Q4: 4,227 shares; 2025Q1: 4,281 shares; 2025Q2: 4,227 shares; 2025Q3: 3,867 shares 3,867 $705K 0.03% -360 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: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares 1,510 $702K 0.03% 0 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: 1,676 shares; 2024Q4: 3,270 shares; 2025Q1: 4,470 shares; 2025Q2: 4,069 shares; 2025Q3: 3,752 shares 3,752 $702K 0.03% -317 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: 8,542 shares; 2024Q4: 24,696 shares; 2025Q1: 24,696 shares; 2025Q2: 24,696 shares; 2025Q3: 24,724 shares 24,724 $675K 0.03% +28 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: 1,244 shares; 2024Q4: 1,820 shares; 2025Q1: 2,064 shares; 2025Q2: 2,777 shares; 2025Q3: 2,613 shares 2,613 $670K 0.03% -164 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 958 shares; 2025Q1: 1,159 shares; 2025Q2: 1,296 shares; 2025Q3: 4,564 shares 4,564 $668K 0.03% +3,268 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,031 shares; 2024Q4: 3,701 shares; 2025Q1: 3,608 shares; 2025Q2: 4,489 shares; 2025Q3: 3,705 shares 3,705 $655K 0.02% -784 Timeline JMTG 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: 81 shares; 2025Q3: 12,827 shares 12,827 $654K 0.02% +12,746 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 8,385 shares; 2025Q1: 9,698 shares; 2025Q2: 7,823 shares; 2025Q3: 7,308 shares 7,308 $653K 0.02% -515 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,664 shares; 2024Q4: 16,403 shares; 2025Q1: 19,548 shares; 2025Q2: 16,794 shares; 2025Q3: 4,738 shares 4,738 $644K 0.02% -12,056 Timeline BIZD 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: 57,500 shares; 2024Q4: 57,500 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares 42,500 $635K 0.02% 0 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: 743 shares; 2024Q4: 827 shares; 2025Q1: 884 shares; 2025Q2: 1,237 shares; 2025Q3: 2,047 shares 2,047 $615K 0.02% +810 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: 5,799 shares; 2024Q4: 3,921 shares; 2025Q1: 8,459 shares; 2025Q2: 5,276 shares; 2025Q3: 6,845 shares 6,845 $614K 0.02% +1,569 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 950 shares; 2025Q1: 941 shares; 2025Q2: 988 shares; 2025Q3: 1,249 shares 1,249 $614K 0.02% +261 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,634 shares; 2024Q4: 89,797 shares; 2025Q1: 80,195 shares; 2025Q2: 68,000 shares; 2025Q3: 55,500 shares 55,500 $613K 0.02% -12,500 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 611 shares; 2025Q1: 1,089 shares; 2025Q2: 3,388 shares; 2025Q3: 3,715 shares 3,715 $601K 0.02% +327 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: 440 shares; 2024Q4: 310 shares; 2025Q1: 657 shares; 2025Q2: 629 shares; 2025Q3: 871 shares 871 $595K 0.02% +242 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: 3,267 shares; 2024Q4: 43 shares; 2025Q1: 1,939 shares; 2025Q2: 43 shares; 2025Q3: 2,069 shares 2,069 $594K 0.02% +2,026 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 4,148 shares; 2025Q3: 8,799 shares 8,799 $593K 0.02% +4,651 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: 4,258 shares; 2024Q4: 1,558 shares; 2025Q1: 1,611 shares; 2025Q2: 1,528 shares; 2025Q3: 2,850 shares 2,850 $589K 0.02% +1,322 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: 9,009 shares; 2024Q4: 1,017 shares; 2025Q1: 1,454 shares; 2025Q2: 919 shares; 2025Q3: 7,039 shares 7,039 $588K 0.02% +6,120 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: 1,349 shares; 2024Q4: 1,918 shares; 2025Q1: 1,776 shares; 2025Q2: 3,216 shares; 2025Q3: 3,692 shares 3,692 $587K 0.02% +476 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY 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: 1,375 shares; 2025Q1: 3,922 shares; 2025Q2: 3,852 shares; 2025Q3: 24,809 shares 24,809 $587K 0.02% +20,957 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares 765 $571K 0.02% 0 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 5,456 shares; 2025Q3: 5,544 shares 5,544 $557K 0.02% +88 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,143 shares; 2024Q4: 14,363 shares; 2025Q1: 14,065 shares; 2025Q2: 13,640 shares; 2025Q3: 12,351 shares 12,351 $555K 0.02% -1,289 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 160 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 2,126 shares 2,126 $552K 0.02% +1,814 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: 563 shares; 2024Q4: 653 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 1,943 shares 1,943 $548K 0.02% +1,467 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 325 shares; 2025Q2: 105 shares; 2025Q3: 707 shares 707 $547K 0.02% +602 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 6,548 shares; 2025Q1: 6,474 shares; 2025Q2: 6,486 shares; 2025Q3: 6,474 shares 6,474 $545K 0.02% -12 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,710 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 1,097 shares 1,097 $541K 0.02% -4,107 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,109 shares; 2025Q1: 4,154 shares; 2025Q2: 4,291 shares; 2025Q3: 2,410 shares 2,410 $536K 0.02% -1,881 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: 585 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 102 shares; 2025Q3: 868 shares 868 $534K 0.02% +766 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: 3,015 shares; 2024Q4: 590 shares; 2025Q1: 491 shares; 2025Q2: 460 shares; 2025Q3: 4,069 shares 4,069 $529K 0.02% +3,609 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,711 shares; 2025Q1: 2,138 shares; 2025Q2: 2,643 shares; 2025Q3: 3,067 shares 3,067 $524K 0.02% +424 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 2,227 shares; 2025Q1: 2,207 shares; 2025Q2: 2,204 shares; 2025Q3: 2,596 shares 2,596 $524K 0.02% +392 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 3,045 shares; 2025Q1: 2,022 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares 2,130 $510K 0.02% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 1,354 shares; 2025Q2: 1,281 shares; 2025Q3: 1,307 shares 1,307 $507K 0.02% +26 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,339 shares; 2025Q1: 1,041 shares; 2025Q2: 716 shares; 2025Q3: 1,641 shares 1,641 $507K 0.02% +925 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: 14,305 shares; 2024Q4: 9,621 shares; 2025Q1: 6,427 shares; 2025Q2: 10,082 shares; 2025Q3: 10,191 shares 10,191 $500K 0.02% +109 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: 9,427 shares; 2024Q4: 1,118 shares; 2025Q1: 1,728 shares; 2025Q2: 1,646 shares; 2025Q3: 4,903 shares 4,903 $498K 0.02% +3,257 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 5,513 shares; 2025Q1: 5,689 shares; 2025Q2: 4,286 shares; 2025Q3: 4,683 shares 4,683 $486K 0.02% +397 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,418 shares; 2025Q1: 7,802 shares; 2025Q2: 6,269 shares; 2025Q3: 6,400 shares 6,400 $479K 0.02% +131 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 413 shares; 2025Q1: 3,214 shares; 2025Q2: 2,854 shares; 2025Q3: 9,720 shares 9,720 $471K 0.02% +6,866 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,400 shares; 2025Q3: 12,100 shares 12,100 $470K 0.02% -27,300 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: 8,893 shares; 2024Q4: 12,279 shares; 2025Q1: 12,201 shares; 2025Q2: 8,474 shares; 2025Q3: 8,553 shares 8,553 $461K 0.02% +79 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 85 shares 85 $459K 0.02% +29 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 667 shares; 2025Q1: 1,123 shares; 2025Q2: 361 shares; 2025Q3: 1,000 shares 1,000 $459K 0.02% +639 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,659 shares 3,659 $451K 0.02% +109 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: 2,175 shares; 2024Q4: 1,776 shares; 2025Q1: 2,564 shares; 2025Q2: 2,494 shares; 2025Q3: 4,570 shares 4,570 $448K 0.02% +2,076 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 73 shares; 2025Q1: 159 shares; 2025Q2: 111 shares; 2025Q3: 330 shares 330 $435K 0.02% +219 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: 275 shares; 2024Q4: 288 shares; 2025Q1: 578 shares; 2025Q2: 775 shares; 2025Q3: 969 shares 969 $433K 0.02% +194 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,786 shares 7,786 $424K 0.02% +286 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 850 shares; 2025Q1: 1,150 shares; 2025Q2: 1,297 shares; 2025Q3: 2,196 shares 2,196 $420K 0.02% +899 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: 4,429 shares; 2024Q4: 6,408 shares; 2025Q1: 7,800 shares; 2025Q2: 8,540 shares; 2025Q3: 4,605 shares 4,605 $419K 0.02% -3,935 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 3,126 shares; 2025Q1: 3,085 shares; 2025Q2: 3,426 shares; 2025Q3: 3,139 shares 3,139 $418K 0.02% -287 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 4,897 shares; 2025Q1: 4,808 shares; 2025Q2: 4,719 shares; 2025Q3: 5,533 shares 5,533 $418K 0.02% +814 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,473 shares; 2025Q2: 2,205 shares; 2025Q3: 2,988 shares 2,988 $417K 0.02% +783 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 381 shares; 2025Q1: 963 shares; 2025Q2: 822 shares; 2025Q3: 760 shares 760 $416K 0.02% -62 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: 2,957 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 3,172 shares; 2025Q3: 2,849 shares 2,849 $415K 0.02% -323 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 10,049 shares; 2025Q1: 17,833 shares; 2025Q2: 21,039 shares; 2025Q3: 22,539 shares 22,539 $413K 0.02% +1,500 Timeline IQLT 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: 13,663 shares; 2024Q4: 13,748 shares; 2025Q1: 12,380 shares; 2025Q2: 12,130 shares; 2025Q3: 9,242 shares 9,242 $408K 0.02% -2,888 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: 2,017 shares; 2024Q4: 1,676 shares; 2025Q1: 1,685 shares; 2025Q2: 1,317 shares; 2025Q3: 2,056 shares 2,056 $408K 0.02% +739 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 728 shares; 2025Q1: 1,144 shares; 2025Q2: 1,022 shares; 2025Q3: 1,978 shares 1,978 $406K 0.02% +956 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 5,597 shares; 2025Q1: 6,636 shares; 2025Q2: 5,430 shares; 2025Q3: 4,955 shares 4,955 $403K 0.02% -475 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,439 shares 4,439 $398K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 8,385 shares; 2025Q1: 7,731 shares; 2025Q2: 7,685 shares; 2025Q3: 8,768 shares 8,768 $394K 0.01% +1,083 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 17,957 shares; 2025Q1: 18,897 shares; 2025Q2: 14,810 shares; 2025Q3: 14,114 shares 14,114 $388K 0.01% -696 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: not reported; 2025Q1: 8,275 shares; 2025Q2: not reported; 2025Q3: 13,640 shares 13,640 $387K 0.01% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,870 shares 4,870 $387K 0.01% -130 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares 1,431 $382K 0.01% new 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: 1,119 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 1,161 shares 1,161 $382K 0.01% +457 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: 440 shares; 2024Q4: 450 shares; 2025Q1: 670 shares; 2025Q2: 770 shares; 2025Q3: 1,113 shares 1,113 $380K 0.01% +343 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: 610 shares; 2024Q4: 300 shares; 2025Q1: 670 shares; 2025Q2: 663 shares; 2025Q3: 1,875 shares 1,875 $377K 0.01% +1,212 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 4,515 shares 4,515 $370K 0.01% +4,322 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 6,276 shares 6,276 $364K 0.01% +3,940 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: 3,594 shares; 2024Q4: 140 shares; 2025Q1: 870 shares; 2025Q2: 384 shares; 2025Q3: 5,028 shares 5,028 $360K 0.01% +4,644 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: 1,024 shares; 2024Q4: 1,224 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,659 shares 1,659 $358K 0.01% +440 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,187 shares; 2025Q3: 4,187 shares 4,187 $352K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 626 shares; 2025Q3: 1,470 shares 1,470 $348K 0.01% +844 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 457 shares; 2025Q1: 489 shares; 2025Q2: 404 shares; 2025Q3: 375 shares 375 $346K 0.01% -29 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: 2,785 shares; 2024Q4: 1,942 shares; 2025Q1: 4,375 shares; 2025Q2: 1,527 shares; 2025Q3: 2,959 shares 2,959 $339K 0.01% +1,432 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,500 shares; 2024Q4: 72,500 shares; 2025Q1: 72,500 shares; 2025Q2: 41,500 shares; 2025Q3: 37,500 shares 37,500 $338K 0.01% -4,000 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: 3,260 shares; 2024Q4: 1,071 shares; 2025Q1: 6,718 shares; 2025Q2: 6,670 shares; 2025Q3: 17,023 shares 17,023 $332K 0.01% +10,353 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 203 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 2,921 shares 2,921 $331K 0.01% +2,476 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: 1,622 shares; 2024Q4: 1,622 shares; 2025Q1: 1,787 shares; 2025Q2: 1,622 shares; 2025Q3: 1,712 shares 1,712 $325K 0.01% +90 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 3,206 shares; 2025Q1: 1,774 shares; 2025Q2: 585 shares; 2025Q3: 564 shares 564 $319K 0.01% -21 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: 1,633 shares; 2024Q4: 1,083 shares; 2025Q1: 2,420 shares; 2025Q2: 2,540 shares; 2025Q3: 4,713 shares 4,713 $316K 0.01% +2,173 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,144 shares 2,144 $312K 0.01% -144 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 970 shares; 2025Q2: 450 shares; 2025Q3: 1,587 shares 1,587 $311K 0.01% +1,137 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 104 shares; 2025Q1: 90 shares; 2025Q2: 614 shares; 2025Q3: 375 shares 375 $309K 0.01% -239 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 751 shares; 2025Q1: 717 shares; 2025Q2: 719 shares; 2025Q3: 715 shares 715 $300K 0.01% -4 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: 4,496 shares; 2024Q4: 306 shares; 2025Q1: 5,266 shares; 2025Q2: 6,306 shares; 2025Q3: 6,440 shares 6,440 $299K 0.01% +134 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: 7 shares; 2024Q4: 321 shares; 2025Q1: 757 shares; 2025Q2: 573 shares; 2025Q3: 606 shares 606 $297K 0.01% +33 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,583 shares; 2025Q1: 2,939 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares 5,365 $297K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 12,358 shares; 2025Q1: 11,020 shares; 2025Q2: 9,900 shares; 2025Q3: 9,500 shares 9,500 $296K 0.01% -400 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 775 shares; 2025Q1: 1,582 shares; 2025Q2: 425 shares; 2025Q3: 1,232 shares 1,232 $295K 0.01% +807 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 5,800 shares; 2025Q1: 5,250 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares 9,500 $288K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275 $285K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $282K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,110 shares; 2024Q4: 12,758 shares; 2025Q1: 6,108 shares; 2025Q2: 10,994 shares; 2025Q3: 11,073 shares 11,073 $274K 0.01% +79 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 6,800 shares; 2025Q1: 2,295 shares; 2025Q2: 2,243 shares; 2025Q3: 3,043 shares 3,043 $272K 0.01% +800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares 1,659 $270K 0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 217 shares; 2025Q2: 94 shares; 2025Q3: 901 shares 901 $269K 0.01% +807 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: 100 shares; 2024Q4: 39 shares; 2025Q1: 23 shares; 2025Q2: 589 shares; 2025Q3: 1,413 shares 1,413 $265K 0.01% +824 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 65 shares; 2025Q1: 4,140 shares; 2025Q2: not reported; 2025Q3: 2,329 shares 2,329 $264K 0.01% new Timeline SCHX 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: 930 shares; 2024Q4: 10,590 shares; 2025Q1: 10,590 shares; 2025Q2: 10,629 shares; 2025Q3: 10,005 shares 10,005 $264K 0.01% -624 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,150 shares; 2025Q1: 2,313 shares; 2025Q2: 648 shares; 2025Q3: 1,079 shares 1,079 $260K 0.01% +431 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 324 shares; 2025Q1: 255 shares; 2025Q2: 540 shares; 2025Q3: 566 shares 566 $259K 0.01% +26 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares 775 $258K 0.01% 0 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: 50 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 4,000 shares; 2025Q3: 4,480 shares 4,480 $255K 0.01% +480 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 2,110 shares; 2025Q1: 1,084 shares; 2025Q2: 424 shares; 2025Q3: 648 shares 648 $254K 0.01% +224 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: 312 shares; 2024Q4: 418 shares; 2025Q1: 1,599 shares; 2025Q2: 3,711 shares; 2025Q3: 5,525 shares 5,525 $253K 0.01% +1,814 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 181 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 792 shares 792 $252K 0.01% +451 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 805 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 887 shares 887 $248K 0.01% +88 Timeline FNDX 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: 412 shares; 2024Q4: 11,390 shares; 2025Q1: 11,390 shares; 2025Q2: 11,435 shares; 2025Q3: 9,285 shares 9,285 $244K 0.01% -2,150 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 4,200 shares; 2025Q1: 4,205 shares; 2025Q2: 4,275 shares; 2025Q3: 2,775 shares 2,775 $244K 0.01% -1,500 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 3,217 shares; 2025Q1: 3,931 shares; 2025Q2: 2,849 shares; 2025Q3: 2,915 shares 2,915 $241K 0.01% +66 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: 2,320 shares; 2024Q4: 2,120 shares; 2025Q1: 2,546 shares; 2025Q2: 2,120 shares; 2025Q3: 1,610 shares 1,610 $239K 0.01% -510 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 100 shares; 2025Q3: 249 shares 249 $237K 0.01% +149 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 833 shares; 2025Q1: 592 shares; 2025Q2: 770 shares; 2025Q3: 756 shares 756 $236K 0.01% -14 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: 3,122 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 1,632 shares; 2025Q3: 2,092 shares 2,092 $235K 0.01% +460 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 525 shares; 2025Q2: 292 shares; 2025Q3: 5,338 shares 5,338 $231K 0.01% +5,046 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: 697 shares; 2024Q4: 153 shares; 2025Q1: 281 shares; 2025Q2: 366 shares; 2025Q3: 690 shares 690 $229K 0.01% +324 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: 8,868 shares; 2024Q4: 7,525 shares; 2025Q1: 8,187 shares; 2025Q2: 2,009 shares; 2025Q3: 1,845 shares 1,845 $228K 0.01% -164 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: 1,878 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 833 shares; 2025Q3: 1,171 shares 1,171 $227K 0.01% +338 Timeline VOX 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: 1,422 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,208 shares 1,208 $227K 0.01% -80 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 105 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 1,796 shares 1,796 $226K 0.01% +1,730 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,625 shares; 2025Q1: 1,140 shares; 2025Q2: 2,833 shares; 2025Q3: 2,300 shares 2,300 $225K 0.01% -533 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 4,322 shares; 2025Q1: 5,374 shares; 2025Q2: 4,597 shares; 2025Q3: 7,373 shares 7,373 $225K 0.01% +2,776 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,247 shares; 2025Q1: 1,292 shares; 2025Q2: 1,521 shares; 2025Q3: 1,630 shares 1,630 $224K 0.01% +109 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,209 shares; 2025Q2: 7,000 shares; 2025Q3: 7,093 shares 7,093 $224K 0.01% +93 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: 8,214 shares; 2024Q4: 3,832 shares; 2025Q1: 6,804 shares; 2025Q2: 3,546 shares; 2025Q3: 2,643 shares 2,643 $224K 0.01% -903 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,000 shares; 2025Q3: 2,041 shares 2,041 $222K 0.01% +41 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: 794 shares; 2024Q4: 1,361 shares; 2025Q1: 678 shares; 2025Q2: 771 shares; 2025Q3: 837 shares 837 $220K 0.01% +66 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 9,243 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 6,166 shares 6,166 $219K 0.01% +5,218 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: not reported; 2025Q3: 2,614 shares 2,614 $215K 0.01% new 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 274 shares; 2025Q2: 153 shares; 2025Q3: 784 shares 784 $214K 0.01% +631 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 844 shares; 2025Q3: 613 shares 613 $207K 0.01% -231 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: 534 shares; 2024Q4: 432 shares; 2025Q1: 1,200 shares; 2025Q2: 457 shares; 2025Q3: 1,011 shares 1,011 $206K 0.01% +554 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 4,762 shares; 2025Q1: 2,537 shares; 2025Q2: 1,220 shares; 2025Q3: 1,334 shares 1,334 $206K 0.01% +114 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 3,113 shares; 2025Q1: 3,575 shares; 2025Q2: 3,442 shares; 2025Q3: 5,659 shares 5,659 $202K 0.01% +2,217 Timeline SUB 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: 2,936 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,010 shares; 2025Q3: 1,883 shares 1,883 $201K 0.01% -127 Timeline PFF 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: 6,520 shares; 2024Q4: 8,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares; 2025Q3: 6,355 shares 6,355 $201K 0.01% +800 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 537 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 3,218 shares 3,218 $197K 0.01% +2,772 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 140 shares; 2025Q1: 157 shares; 2025Q2: 100 shares; 2025Q3: 205 shares 205 $196K 0.01% +105 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,160 shares; 2025Q1: 7,160 shares; 2025Q2: 7,306 shares; 2025Q3: 19,434 shares 19,434 $192K 0.01% +12,128 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: 146 shares; 2024Q4: not reported; 2025Q1: 2,831 shares; 2025Q2: 1,182 shares; 2025Q3: 4,406 shares 4,406 $192K 0.01% +3,224 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,657 shares; 2025Q1: 1,438 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares 2,058 $191K 0.01% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,748 shares; 2024Q4: 20,741 shares; 2025Q1: 22,060 shares; 2025Q2: 7,935 shares; 2025Q3: 6,767 shares 6,767 $189K 0.01% -1,168 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: 360 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 1,370 shares; 2025Q3: 2,900 shares 2,900 $188K 0.01% +1,530 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 146 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 3,301 shares 3,301 $188K 0.01% +3,211 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: 126 shares; 2024Q4: 111 shares; 2025Q1: 222 shares; 2025Q2: 100 shares; 2025Q3: 812 shares 812 $186K 0.01% +712 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 627 shares; 2025Q1: 2,065 shares; 2025Q2: 1,627 shares; 2025Q3: 3,024 shares 3,024 $184K 0.01% +1,397 BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,415 shares 9,415 $181K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,288 shares 7,288 $180K 0.01% -112 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares 3,580 $180K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 278 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 1,101 shares 1,101 $180K 0.01% +883 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 279 shares; 2025Q1: 809 shares; 2025Q2: 396 shares; 2025Q3: 1,913 shares 1,913 $179K 0.01% +1,517 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 84 shares; 2025Q1: 53 shares; 2025Q2: 75 shares; 2025Q3: 2,388 shares 2,388 $179K 0.01% +2,313 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: 9,311 shares; 2024Q4: 215 shares; 2025Q1: 1,697 shares; 2025Q2: 1,984 shares; 2025Q3: 4,561 shares 4,561 $179K 0.01% +2,577 Timeline FNDA 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: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,758 shares; 2025Q3: 5,740 shares 5,740 $179K 0.01% -18 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 826 shares; 2025Q1: 790 shares; 2025Q2: 750 shares; 2025Q3: 551 shares 551 $179K 0.01% -199 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 1,989 shares; 2025Q1: 1,989 shares; 2025Q2: 1,889 shares; 2025Q3: 1,361 shares 1,361 $177K 0.01% -528 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 537 shares; 2025Q1: 2,937 shares; 2025Q2: 2,708 shares; 2025Q3: 2,408 shares 2,408 $176K 0.01% -300 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares 4,700 $174K 0.01% 0 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: 1,104 shares; 2024Q4: 706 shares; 2025Q1: 904 shares; 2025Q2: 644 shares; 2025Q3: 1,011 shares 1,011 $169K 0.01% +367 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL 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: 6,196 shares; 2025Q2: not reported; 2025Q3: 3,260 shares 3,260 $167K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 5,459 shares; 2025Q1: 4,635 shares; 2025Q2: 1,648 shares; 2025Q3: 1,198 shares 1,198 $167K 0.01% -450 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 509 shares; 2025Q2: 848 shares; 2025Q3: 852 shares 852 $167K 0.01% +4 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: 10,263 shares; 2025Q1: 8,184 shares; 2025Q2: 8,198 shares; 2025Q3: 7,084 shares 7,084 $165K 0.01% -1,114 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 371 shares; 2025Q1: 1,912 shares; 2025Q2: 382 shares; 2025Q3: 539 shares 539 $165K 0.01% +157 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS 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: 749 shares; 2025Q2: 802 shares; 2025Q3: 2,593 shares 2,593 $164K 0.01% +1,791 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $164K 0.01% 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: 194 shares; 2024Q4: 238 shares; 2025Q1: 746 shares; 2025Q2: 231 shares; 2025Q3: 535 shares 535 $159K 0.01% +304 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: 785 shares; 2024Q4: 1,103 shares; 2025Q1: 814 shares; 2025Q2: 514 shares; 2025Q3: 2,304 shares 2,304 $158K 0.01% +1,790 Timeline PHO 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: 3,512 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 3,185 shares; 2025Q3: 2,188 shares 2,188 $158K 0.01% -997 Timeline PRF 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: 3,351 shares; 2024Q4: 3,601 shares; 2025Q1: 2,975 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares 3,475 $157K 0.01% 0 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 11,459 shares; 2025Q1: 11,459 shares; 2025Q2: 11,459 shares; 2025Q3: 11,459 shares 11,459 $156K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 4,026 shares; 2025Q3: 3,708 shares 3,708 $153K 0.01% -318 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 2,381 shares; 2025Q3: 4,657 shares 4,657 $153K 0.01% +2,276 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 291 shares; 2025Q1: 2,061 shares; 2025Q2: 230 shares; 2025Q3: 358 shares 358 $153K 0.01% +128 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 205 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 598 shares 598 $152K 0.01% +469 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 4,027 shares; 2025Q1: 3,462 shares; 2025Q2: 2,962 shares; 2025Q3: 2,862 shares 2,862 $152K 0.01% -100 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,265 shares 5,265 $152K 0.01% new 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 373 shares; 2025Q3: 423 shares 423 $150K 0.01% +50 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: 190 shares; 2024Q4: 90 shares; 2025Q1: 100 shares; 2025Q2: 110 shares; 2025Q3: 188 shares 188 $150K 0.01% +78 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 52 shares; 2025Q2: 38 shares; 2025Q3: 64 shares 64 $150K 0.01% +26 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 31 shares; 2025Q1: 1,390 shares; 2025Q2: 1,453 shares; 2025Q3: 1,967 shares 1,967 $147K 0.01% +514 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: 3,545 shares; 2024Q4: 989 shares; 2025Q1: 1,189 shares; 2025Q2: 989 shares; 2025Q3: 1,928 shares 1,928 $145K 0.01% +939 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS 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: 817 shares; 2025Q3: 1,374 shares 1,374 $145K 0.01% +557 Timeline IYK 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $144K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,311 shares; 2024Q4: not reported; 2025Q1: 10,076 shares; 2025Q2: not reported; 2025Q3: 1,802 shares 1,802 $142K 0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,514 shares; 2024Q4: 22,964 shares; 2025Q1: 24,136 shares; 2025Q2: 3,575 shares; 2025Q3: 1,697 shares 1,697 $141K 0.01% -1,878 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares 712 $141K 0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 609 shares; 2025Q1: 1,859 shares; 2025Q2: 1,162 shares; 2025Q3: 2,355 shares 2,355 $140K 0.01% +1,193 MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 4,896 shares; 2025Q3: 4,896 shares 4,896 $139K 0.01% 0 Timeline VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,440 shares; 2025Q1: not reported; 2025Q2: 3,529 shares; 2025Q3: 6,790 shares 6,790 $137K 0.01% +3,261 VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 654 shares; 2025Q3: 698 shares 698 $137K 0.01% +44 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 527 shares 527 $136K 0.01% +36 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: not reported; 2025Q3: 1,600 shares 1,600 $135K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 1,482 shares; 2025Q2: 766 shares; 2025Q3: 1,948 shares 1,948 $133K 0.01% +1,182 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares 2,653 $133K <0.01% 0 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: 733 shares; 2024Q4: 540 shares; 2025Q1: 1,880 shares; 2025Q2: 680 shares; 2025Q3: 2,797 shares 2,797 $132K <0.01% +2,117 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: 737 shares; 2024Q4: 78 shares; 2025Q1: 68 shares; 2025Q2: 1,030 shares; 2025Q3: 1,006 shares 1,006 $131K <0.01% -24 Timeline VERX VERTEX INC More: the full row for VERTEX 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: 5,263 shares 5,263 $130K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 964 shares 964 $128K <0.01% +355 Timeline SCHM 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: 1,434 shares; 2024Q4: 4,302 shares; 2025Q1: 4,302 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares 4,302 $128K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 88 shares; 2025Q1: 602 shares; 2025Q2: 71 shares; 2025Q3: 506 shares 506 $127K <0.01% +435 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 5,590 shares; 2025Q1: 7,127 shares; 2025Q2: 5,567 shares; 2025Q3: 735 shares 735 $125K <0.01% -4,832 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 123 shares; 2025Q1: 1,936 shares; 2025Q2: not reported; 2025Q3: 1,459 shares 1,459 $123K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 645 shares 645 $123K <0.01% +26 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,875 shares; 2025Q2: 7,875 shares; 2025Q3: 7,875 shares 7,875 $122K <0.01% 0 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: 2,818 shares; 2024Q4: not reported; 2025Q1: 2,309 shares; 2025Q2: 649 shares; 2025Q3: 911 shares 911 $122K <0.01% +262 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS 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: 5,600 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares 6,988 $121K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 296 shares; 2025Q1: 271 shares; 2025Q2: 384 shares; 2025Q3: 445 shares 445 $120K <0.01% +61 Timeline LQD 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: 1,000 shares; 2024Q4: 3,660 shares; 2025Q1: 2,660 shares; 2025Q2: 1,378 shares; 2025Q3: 1,073 shares 1,073 $120K <0.01% -305 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares 984 $119K <0.01% new Timeline VBR 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: 223 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 995 shares; 2025Q3: 565 shares 565 $118K <0.01% -430 Timeline FMDE 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $116K <0.01% 0 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: 235 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 2,110 shares 2,110 $115K <0.01% +2,075 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares 1,100 $114K <0.01% new 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: 403 shares; 2024Q4: 464 shares; 2025Q1: 425 shares; 2025Q2: 525 shares; 2025Q3: 563 shares 563 $113K <0.01% +38 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 345 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 1,334 shares 1,334 $113K <0.01% +1,189 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 2,836 shares; 2025Q1: 3,047 shares; 2025Q2: 791 shares; 2025Q3: 797 shares 797 $112K <0.01% +6 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,009 shares; 2025Q1: 4,504 shares; 2025Q2: 206 shares; 2025Q3: 815 shares 815 $110K <0.01% +609 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: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,230 shares; 2025Q3: 4,230 shares 4,230 $110K <0.01% +1,000 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 108 shares; 2025Q3: 210 shares 210 $110K <0.01% +102 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 37 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 308 shares 308 $110K <0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares 1,297 $110K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 270 shares; 2025Q1: 943 shares; 2025Q2: 270 shares; 2025Q3: 622 shares 622 $109K <0.01% +352 Timeline ICF 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: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: 1,738 shares 1,738 $107K <0.01% new 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: 4,826 shares; 2024Q4: 6,439 shares; 2025Q1: 7,688 shares; 2025Q2: 4,754 shares; 2025Q3: 1,512 shares 1,512 $106K <0.01% -3,242 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 77 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,984 shares 1,984 $105K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET 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: 678 shares; 2025Q2: 301 shares; 2025Q3: 1,067 shares 1,067 $105K <0.01% +766 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 480 shares; 2025Q2: 197 shares; 2025Q3: 734 shares 734 $105K <0.01% +537 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 975 shares; 2025Q2: 475 shares; 2025Q3: 1,344 shares 1,344 $105K <0.01% +869 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: 987 shares; 2024Q4: 531 shares; 2025Q1: 570 shares; 2025Q2: 531 shares; 2025Q3: 531 shares 531 $104K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 24 shares; 2025Q3: 3,717 shares 3,717 $104K <0.01% +3,693 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,323 shares 1,323 $103K <0.01% +104 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 1,270 shares; 2025Q1: 132 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares 1,531 $102K <0.01% 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: 191 shares; 2024Q4: 178 shares; 2025Q1: 844 shares; 2025Q2: 421 shares; 2025Q3: 941 shares 941 $97.3K <0.01% +520 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: 36 shares; 2024Q4: 87 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 1,019 shares 1,019 $97.2K <0.01% +962 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 271 shares; 2025Q1: 895 shares; 2025Q2: 491 shares; 2025Q3: 922 shares 922 $96.9K <0.01% +431 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835 $96.9K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 93 shares; 2025Q2: 62 shares; 2025Q3: 132 shares 132 $94.7K <0.01% +70 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 214 shares; 2025Q1: 430 shares; 2025Q2: 200 shares; 2025Q3: 658 shares 658 $93.7K <0.01% +458 Timeline IYF 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares 729 $92.3K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 252 shares; 2025Q1: 327 shares; 2025Q2: 70 shares; 2025Q3: 951 shares 951 $91.8K <0.01% +881 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,001 shares 3,001 $91.3K <0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 259 shares 259 $90.5K <0.01% +14 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: 2,015 shares; 2025Q2: 918 shares; 2025Q3: 2,929 shares 2,929 $90.2K <0.01% +2,011 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 428 shares; 2025Q1: 1,149 shares; 2025Q2: 407 shares; 2025Q3: 478 shares 478 $89.9K <0.01% +71 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 52 shares; 2025Q1: 84 shares; 2025Q2: 27 shares; 2025Q3: 60 shares 60 $89.8K <0.01% +33 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259 shares 259 $89.7K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 389 shares; 2025Q1: 343 shares; 2025Q2: 1,236 shares; 2025Q3: 1,271 shares 1,271 $89.5K <0.01% +35 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,104 shares; 2024Q4: 20,138 shares; 2025Q1: 19,573 shares; 2025Q2: 16,363 shares; 2025Q3: 1,333 shares 1,333 $88.5K <0.01% -15,030 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: 574 shares; 2024Q4: 263 shares; 2025Q1: 526 shares; 2025Q2: 232 shares; 2025Q3: 828 shares 828 $88.4K <0.01% +596 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 363 shares; 2025Q2: 163 shares; 2025Q3: 371 shares 371 $88K <0.01% +208 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $86.5K <0.01% 0 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: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 2,011 shares; 2025Q3: 1,999 shares 1,999 $85.9K <0.01% -12 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $85.8K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,416 shares 2,416 $85.6K <0.01% new Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,575 shares 6,575 $85.3K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares 780 $85K <0.01% new Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares 1,018 $84K <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 1,052 shares 1,052 $83.9K <0.01% new 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: 228 shares; 2024Q4: 408 shares; 2025Q1: 3,397 shares; 2025Q2: 522 shares; 2025Q3: 2,139 shares 2,139 $83.8K <0.01% +1,617 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 3,818 shares 3,818 $83.2K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 1,893 shares; 2025Q2: not reported; 2025Q3: 902 shares 902 $82.7K <0.01% new Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS 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: 3,200 shares 3,200 $82.6K <0.01% 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: 5,839 shares; 2024Q4: 2,980 shares; 2025Q1: 1,541 shares; 2025Q2: 860 shares; 2025Q3: 607 shares 607 $82.6K <0.01% -253 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,241 shares; 2025Q2: 995 shares; 2025Q3: 3,595 shares 3,595 $82.5K <0.01% +2,600 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,212 shares; 2025Q2: 1,340 shares; 2025Q3: 5,062 shares 5,062 $82.2K <0.01% +3,722 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 951 shares; 2025Q3: 851 shares 851 $81.4K <0.01% -100 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP 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: 665 shares 665 $81K <0.01% 0 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,965 shares 2,965 $80.8K <0.01% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 265 shares 265 $80.8K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 239 shares 239 $80.6K <0.01% new 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: 1,509 shares; 2024Q4: 1,443 shares; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 1,102 shares 1,102 $79.6K <0.01% +53 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,912 shares; 2025Q1: 2,912 shares; 2025Q2: not reported; 2025Q3: 2,445 shares 2,445 $79.4K <0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,088 shares 4,088 $78.3K <0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 976 shares 976 $78K <0.01% +276 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: not reported; 2025Q1: 2,399 shares; 2025Q2: not reported; 2025Q3: 428 shares 428 $77.7K <0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS 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: 806 shares 806 $77.6K <0.01% new 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: 4,011 shares; 2024Q4: 2,332 shares; 2025Q1: 281 shares; 2025Q2: 1,415 shares; 2025Q3: 1,366 shares 1,366 $77.5K <0.01% -49 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 3,125 shares 3,125 $77.2K <0.01% +225 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares 2,185 $77.1K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM 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: 521 shares 521 $76.8K <0.01% new Timeline SKT TANGER INC More: the full row for TANGER 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: 2,265 shares 2,265 $76.6K <0.01% new Timeline