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: 928,583 shares; 2024Q4: 919,211 shares; 2025Q1: 895,992 shares; 2025Q2: 881,786 shares; 2025Q3: 876,885 shares 876,885 $223M 7.19% -4,901 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: 704,903 shares; 2024Q4: 692,754 shares; 2025Q1: 711,704 shares; 2025Q2: 695,261 shares; 2025Q3: 689,908 shares 689,908 $194M 6.26% -5,353 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: 315,583 shares; 2024Q4: 309,763 shares; 2025Q1: 303,805 shares; 2025Q2: 299,432 shares; 2025Q3: 299,807 shares 299,807 $155M 5% +375 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: 121,533 shares; 2024Q4: 119,830 shares; 2025Q1: 117,133 shares; 2025Q2: 115,963 shares; 2025Q3: 116,010 shares 116,010 $107M 3.46% +47 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: 336,701 shares; 2024Q4: 340,893 shares; 2025Q1: 336,914 shares; 2025Q2: 332,233 shares; 2025Q3: 334,715 shares 334,715 $73.5M 2.37% +2,482 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: 387,258 shares; 2024Q4: 385,120 shares; 2025Q1: 379,011 shares; 2025Q2: 374,313 shares; 2025Q3: 376,523 shares 376,523 $70.3M 2.26% +2,210 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: 176,033 shares; 2024Q4: 178,279 shares; 2025Q1: 181,477 shares; 2025Q2: 200,446 shares; 2025Q3: 219,025 shares 219,025 $69.1M 2.22% +18,579 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: 282,873 shares; 2024Q4: 283,674 shares; 2025Q1: 278,209 shares; 2025Q2: 275,545 shares; 2025Q3: 276,710 shares 276,710 $67.3M 2.17% +1,165 Timeline XLC 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: 641,751 shares; 2024Q4: 645,485 shares; 2025Q1: 674,811 shares; 2025Q2: 717,482 shares; 2025Q3: 544,529 shares 544,529 $64.5M 2.08% -172,953 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: 79,511 shares; 2024Q4: 72,527 shares; 2025Q1: 78,440 shares; 2025Q2: 82,427 shares; 2025Q3: 83,638 shares 83,638 $62.4M 2.01% +1,211 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: 234,819 shares; 2024Q4: 226,489 shares; 2025Q1: 238,548 shares; 2025Q2: 251,152 shares; 2025Q3: 250,492 shares 250,492 $60M 1.93% -660 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: 587,264 shares; 2024Q4: 584,954 shares; 2025Q1: 576,205 shares; 2025Q2: 569,305 shares; 2025Q3: 571,444 shares 571,444 $58.9M 1.9% +2,139 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: 130,681 shares; 2024Q4: 130,489 shares; 2025Q1: 137,476 shares; 2025Q2: 138,308 shares; 2025Q3: 139,147 shares 139,147 $56.4M 1.82% +839 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: 161,042 shares; 2024Q4: 160,577 shares; 2025Q1: 155,977 shares; 2025Q2: 154,101 shares; 2025Q3: 153,799 shares 153,799 $52.5M 1.69% -302 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: 183,846 shares; 2024Q4: 181,714 shares; 2025Q1: 176,954 shares; 2025Q2: 173,834 shares; 2025Q3: 172,936 shares 172,936 $50.8M 1.63% -898 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: 268,663 shares; 2024Q4: 254,484 shares; 2025Q1: 267,652 shares; 2025Q2: 268,933 shares; 2025Q3: 269,219 shares 269,219 $50.5M 1.63% +286 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: 333,831 shares; 2024Q4: 334,209 shares; 2025Q1: 324,424 shares; 2025Q2: 315,662 shares; 2025Q3: 315,581 shares 315,581 $49M 1.58% -81 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: 319,320 shares; 2024Q4: 320,837 shares; 2025Q1: 338,414 shares; 2025Q2: 361,852 shares; 2025Q3: 339,841 shares 339,841 $47.3M 1.52% -22,011 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: 877,613 shares; 2024Q4: 880,301 shares; 2025Q1: 879,432 shares; 2025Q2: 895,558 shares; 2025Q3: 876,740 shares 876,740 $47.2M 1.52% -18,818 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: 195,068 shares; 2024Q4: 194,776 shares; 2025Q1: 192,940 shares; 2025Q2: 191,047 shares; 2025Q3: 191,131 shares 191,131 $42.2M 1.36% +84 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,831 shares; 2024Q4: 101,340 shares; 2025Q1: 99,893 shares; 2025Q2: 97,866 shares; 2025Q3: 97,833 shares 97,833 $41.3M 1.33% -33 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: 257,627 shares; 2024Q4: 253,576 shares; 2025Q1: 258,694 shares; 2025Q2: 260,737 shares; 2025Q3: 259,582 shares 259,582 $40M 1.29% -1,155 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: 191,117 shares; 2024Q4: 201,758 shares; 2025Q1: 210,285 shares; 2025Q2: 214,753 shares; 2025Q3: 220,787 shares 220,787 $37.7M 1.21% +6,034 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: 153,109 shares; 2024Q4: 150,093 shares; 2025Q1: 149,918 shares; 2025Q2: 148,019 shares; 2025Q3: 151,147 shares 151,147 $36.8M 1.19% +3,128 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: 222,556 shares; 2024Q4: 221,687 shares; 2025Q1: 222,056 shares; 2025Q2: 220,458 shares; 2025Q3: 108,382 shares 108,382 $35.6M 1.15% -112,076 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: 221,691 shares; 2024Q4: 209,961 shares; 2025Q1: 200,081 shares; 2025Q2: 193,386 shares; 2025Q3: 189,675 shares 189,675 $35.2M 1.13% -3,711 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: 43,110 shares; 2024Q4: 43,052 shares; 2025Q1: 43,373 shares; 2025Q2: 59,199 shares; 2025Q3: 58,422 shares 58,422 $35.1M 1.13% -777 Timeline VCR 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: 80,887 shares; 2024Q4: 80,313 shares; 2025Q1: 83,293 shares; 2025Q2: 85,565 shares; 2025Q3: 86,340 shares 86,340 $34.2M 1.1% +775 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,633 shares; 2024Q4: 419,347 shares; 2025Q1: 410,786 shares; 2025Q2: 408,538 shares; 2025Q3: 410,556 shares 410,556 $32.2M 1.04% +2,018 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: 355,082 shares; 2024Q4: 353,456 shares; 2025Q1: 353,448 shares; 2025Q2: 353,359 shares; 2025Q3: 343,427 shares 343,427 $30.7M 0.99% -9,932 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: 48,829 shares; 2024Q4: 45,426 shares; 2025Q1: 45,073 shares; 2025Q2: 43,655 shares; 2025Q3: 44,073 shares 44,073 $29.4M 0.95% +418 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: 215,657 shares; 2024Q4: 212,560 shares; 2025Q1: 202,363 shares; 2025Q2: 193,272 shares; 2025Q3: 189,276 shares 189,276 $29.1M 0.94% -3,996 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: 358,478 shares; 2024Q4: 354,237 shares; 2025Q1: 349,960 shares; 2025Q2: 348,351 shares; 2025Q3: 366,065 shares 366,065 $27.6M 0.89% +17,714 Timeline VFH 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: 358,998 shares; 2024Q4: 342,212 shares; 2025Q1: 348,157 shares; 2025Q2: 343,860 shares; 2025Q3: 204,281 shares 204,281 $26.8M 0.86% -139,579 Timeline VIS 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: 83,282 shares; 2024Q4: 83,670 shares; 2025Q1: 84,001 shares; 2025Q2: 86,448 shares; 2025Q3: 86,872 shares 86,872 $25.7M 0.83% +424 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: 91,442 shares; 2024Q4: 91,086 shares; 2025Q1: 89,959 shares; 2025Q2: 89,835 shares; 2025Q3: 88,794 shares 88,794 $25.1M 0.81% -1,041 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: 54,005 shares; 2024Q4: 53,808 shares; 2025Q1: 52,222 shares; 2025Q2: 51,441 shares; 2025Q3: 50,176 shares 50,176 $23.9M 0.77% -1,265 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: 78,501 shares; 2024Q4: 79,534 shares; 2025Q1: 76,541 shares; 2025Q2: 76,337 shares; 2025Q3: 76,072 shares 76,072 $23.1M 0.74% -265 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: 79,227 shares; 2024Q4: 72,590 shares; 2025Q1: 68,469 shares; 2025Q2: 66,388 shares; 2025Q3: 67,670 shares 67,670 $22.3M 0.72% +1,282 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 14,962 shares; 2025Q1: 54,292 shares; 2025Q2: 59,957 shares; 2025Q3: 62,329 shares 62,329 $20.5M 0.66% +2,372 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: 144,381 shares; 2024Q4: 142,877 shares; 2025Q1: 139,782 shares; 2025Q2: 146,946 shares; 2025Q3: 148,678 shares 148,678 $19.9M 0.64% +1,732 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,635 shares; 2024Q4: 75,474 shares; 2025Q1: 73,632 shares; 2025Q2: 72,791 shares; 2025Q3: 72,439 shares 72,439 $19.8M 0.64% -352 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: 38,668 shares; 2024Q4: 37,419 shares; 2025Q1: 37,750 shares; 2025Q2: 21,877 shares; 2025Q3: 24,936 shares 24,936 $19M 0.61% +3,059 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: 406,765 shares; 2024Q4: 388,910 shares; 2025Q1: 361,810 shares; 2025Q2: 364,645 shares; 2025Q3: 363,493 shares 363,493 $18.8M 0.6% -1,152 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: 78,792 shares; 2024Q4: 78,073 shares; 2025Q1: 75,681 shares; 2025Q2: 76,427 shares; 2025Q3: 76,340 shares 76,340 $17.7M 0.57% -87 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: 16,281 shares; 2024Q4: 15,943 shares; 2025Q1: 15,829 shares; 2025Q2: 15,669 shares; 2025Q3: 15,692 shares 15,692 $16.9M 0.55% +23 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,257 shares; 2024Q4: 104,835 shares; 2025Q1: 108,506 shares; 2025Q2: 105,448 shares; 2025Q3: 55,804 shares 55,804 $14.5M 0.47% -49,644 Timeline WELLS FARGO & CO 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: 11,930 shares; 2024Q4: 11,465 shares; 2025Q1: 11,649 shares; 2025Q2: 11,637 shares; 2025Q3: 11,730 shares 11,730 $14.5M 0.47% +93 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: 29,229 shares; 2024Q4: 29,280 shares; 2025Q1: 29,049 shares; 2025Q2: 28,373 shares; 2025Q3: 28,765 shares 28,765 $14.5M 0.47% +392 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: 89,033 shares; 2024Q4: 79,877 shares; 2025Q1: 73,588 shares; 2025Q2: 71,797 shares; 2025Q3: 69,974 shares 69,974 $13.9M 0.45% -1,823 Timeline SDY 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: 94,561 shares; 2024Q4: 94,675 shares; 2025Q1: 94,508 shares; 2025Q2: 93,759 shares; 2025Q3: 93,711 shares 93,711 $13.1M 0.42% -48 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,730 shares; 2024Q4: 43,830 shares; 2025Q1: 79,881 shares; 2025Q2: 85,132 shares; 2025Q3: 86,729 shares 86,729 $13.1M 0.42% +1,597 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: 301,339 shares; 2024Q4: 297,133 shares; 2025Q1: 283,297 shares; 2025Q2: 281,011 shares; 2025Q3: 282,360 shares 282,360 $12.4M 0.4% +1,349 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,169 shares; 2024Q4: 212,159 shares; 2025Q1: 201,998 shares; 2025Q2: 200,811 shares; 2025Q3: 197,690 shares 197,690 $12M 0.39% -3,121 Timeline VDC 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: 57,685 shares; 2024Q4: 58,854 shares; 2025Q1: 59,996 shares; 2025Q2: 60,955 shares; 2025Q3: 56,007 shares 56,007 $12M 0.39% -4,948 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: 45,975 shares; 2024Q4: 45,265 shares; 2025Q1: 44,627 shares; 2025Q2: 43,728 shares; 2025Q3: 43,261 shares 43,261 $11.8M 0.38% -467 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,129 shares; 2024Q4: 118,423 shares; 2025Q1: 127,200 shares; 2025Q2: 130,192 shares; 2025Q3: 134,571 shares 134,571 $11.7M 0.38% +4,379 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: 94,797 shares; 2024Q4: 92,503 shares; 2025Q1: 88,524 shares; 2025Q2: 87,025 shares; 2025Q3: 86,152 shares 86,152 $10.7M 0.34% -873 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 3,642 shares; 2025Q1: 9,444 shares; 2025Q2: 37,330 shares; 2025Q3: 38,419 shares 38,419 $10.4M 0.34% +1,089 Timeline XLB 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: 102,143 shares; 2024Q4: 101,542 shares; 2025Q1: 102,540 shares; 2025Q2: 111,212 shares; 2025Q3: 107,575 shares 107,575 $9.64M 0.31% -3,637 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: 135,827 shares; 2024Q4: 133,791 shares; 2025Q1: 131,719 shares; 2025Q2: 122,496 shares; 2025Q3: 112,329 shares 112,329 $9.5M 0.31% -10,167 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: 40,974 shares; 2024Q4: 41,239 shares; 2025Q1: 40,537 shares; 2025Q2: 39,412 shares; 2025Q3: 37,790 shares 37,790 $9.5M 0.31% -1,622 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: 48,500 shares; 2024Q4: 47,094 shares; 2025Q1: 45,904 shares; 2025Q2: 45,756 shares; 2025Q3: 45,717 shares 45,717 $9.36M 0.3% -39 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: 55,763 shares; 2024Q4: 69,952 shares; 2025Q1: 71,509 shares; 2025Q2: 73,016 shares; 2025Q3: 75,437 shares 75,437 $9.16M 0.29% +2,421 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: 32,995 shares; 2024Q4: 32,556 shares; 2025Q1: 32,122 shares; 2025Q2: 31,969 shares; 2025Q3: 31,633 shares 31,633 $9.08M 0.29% -336 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,983 shares; 2024Q4: 103,799 shares; 2025Q1: 95,061 shares; 2025Q2: 93,776 shares; 2025Q3: 94,206 shares 94,206 $8.99M 0.29% +430 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: 15,401 shares; 2024Q4: 15,028 shares; 2025Q1: 14,454 shares; 2025Q2: 14,027 shares; 2025Q3: 14,982 shares 14,982 $8.93M 0.29% +955 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: 113,239 shares; 2024Q4: 108,759 shares; 2025Q1: 99,441 shares; 2025Q2: 96,969 shares; 2025Q3: 94,965 shares 94,965 $8.68M 0.28% -2,004 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 11,965 shares; 2025Q1: 11,886 shares; 2025Q2: 12,247 shares; 2025Q3: 12,252 shares 12,252 $8.2M 0.26% +5 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: 68,748 shares; 2024Q4: 61,668 shares; 2025Q1: 56,144 shares; 2025Q2: 56,280 shares; 2025Q3: 55,497 shares 55,497 $7.69M 0.25% -783 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: 19,273 shares; 2024Q4: 22,875 shares; 2025Q1: 24,575 shares; 2025Q2: 24,879 shares; 2025Q3: 25,115 shares 25,115 $7.67M 0.25% +236 Timeline VAW 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: 41,438 shares; 2024Q4: 39,362 shares; 2025Q1: 39,572 shares; 2025Q2: 38,231 shares; 2025Q3: 37,243 shares 37,243 $7.63M 0.25% -988 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: 51,999 shares; 2024Q4: 52,910 shares; 2025Q1: 52,798 shares; 2025Q2: 52,812 shares; 2025Q3: 52,826 shares 52,826 $7.51M 0.24% +14 Timeline VPU 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: 35,736 shares; 2024Q4: 36,148 shares; 2025Q1: 36,682 shares; 2025Q2: 36,732 shares; 2025Q3: 37,062 shares 37,062 $7.02M 0.23% +330 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: 19,910 shares; 2024Q4: 19,936 shares; 2025Q1: 19,700 shares; 2025Q2: 19,875 shares; 2025Q3: 20,000 shares 20,000 $6.82M 0.22% +125 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: 14,930 shares; 2024Q4: 14,981 shares; 2025Q1: 14,580 shares; 2025Q2: 14,447 shares; 2025Q3: 14,254 shares 14,254 $6.77M 0.22% -193 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: 18,032 shares; 2024Q4: 18,102 shares; 2025Q1: 17,850 shares; 2025Q2: 18,027 shares; 2025Q3: 17,957 shares 17,957 $6.72M 0.22% -70 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: 93,438 shares; 2024Q4: 92,757 shares; 2025Q1: 93,139 shares; 2025Q2: 95,801 shares; 2025Q3: 98,121 shares 98,121 $6.71M 0.22% +2,320 Timeline VDE 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: 66,741 shares; 2024Q4: 62,179 shares; 2025Q1: 58,871 shares; 2025Q2: 53,893 shares; 2025Q3: 53,260 shares 53,260 $6.7M 0.22% -633 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 17,292 shares; 2025Q1: 14,623 shares; 2025Q2: 14,723 shares; 2025Q3: 14,561 shares 14,561 $6.48M 0.21% -162 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: 135,660 shares; 2024Q4: 128,649 shares; 2025Q1: 120,019 shares; 2025Q2: 94,606 shares; 2025Q3: 90,257 shares 90,257 $6.29M 0.2% -4,349 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: 43,105 shares; 2024Q4: 44,490 shares; 2025Q1: 40,611 shares; 2025Q2: 38,925 shares; 2025Q3: 37,794 shares 37,794 $6.29M 0.2% -1,131 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: 20,705 shares; 2024Q4: 20,338 shares; 2025Q1: 20,722 shares; 2025Q2: 21,613 shares; 2025Q3: 22,320 shares 22,320 $6.28M 0.2% +707 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: 34,632 shares; 2024Q4: 34,017 shares; 2025Q1: 33,615 shares; 2025Q2: 30,667 shares; 2025Q3: 30,574 shares 30,574 $6.28M 0.2% -93 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: 26,377 shares; 2024Q4: 26,551 shares; 2025Q1: 26,249 shares; 2025Q2: 24,891 shares; 2025Q3: 24,761 shares 24,761 $6.11M 0.2% -130 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,621 shares; 2024Q4: 232,835 shares; 2025Q1: 232,874 shares; 2025Q2: 232,912 shares; 2025Q3: 232,950 shares 232,950 $5.99M 0.19% +38 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: 13,091 shares; 2024Q4: 12,995 shares; 2025Q1: 13,023 shares; 2025Q2: 12,162 shares; 2025Q3: 12,197 shares 12,197 $5.94M 0.19% +35 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,518 shares; 2025Q2: 4,534 shares; 2025Q3: 10,434 shares 10,434 $5.67M 0.18% +5,900 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: 6,406 shares; 2024Q4: 6,569 shares; 2025Q1: 6,387 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares 7,055 $5.62M 0.18% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,237 shares; 2024Q4: 65,111 shares; 2025Q1: 63,169 shares; 2025Q2: 63,298 shares; 2025Q3: 64,154 shares 64,154 $5.35M 0.17% +856 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,009 shares; 2025Q1: 18,647 shares; 2025Q2: 11,964 shares; 2025Q3: 16,362 shares 16,362 $5.34M 0.17% +4,398 Timeline FDIS 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: 50,677 shares; 2024Q4: 50,677 shares; 2025Q1: 50,677 shares; 2025Q2: 50,632 shares; 2025Q3: 50,632 shares 50,632 $5.21M 0.17% 0 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: 18,272 shares; 2024Q4: 21,367 shares; 2025Q1: 17,966 shares; 2025Q2: 18,280 shares; 2025Q3: 18,369 shares 18,369 $5.13M 0.17% +89 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: 69,210 shares; 2024Q4: 200,934 shares; 2025Q1: 194,496 shares; 2025Q2: 189,823 shares; 2025Q3: 187,206 shares 187,206 $5.11M 0.16% -2,617 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: 6,751 shares; 2024Q4: 6,937 shares; 2025Q1: 6,633 shares; 2025Q2: 6,703 shares; 2025Q3: 6,939 shares 6,939 $5.1M 0.16% +236 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: 15,918 shares; 2024Q4: 15,788 shares; 2025Q1: 18,021 shares; 2025Q2: 18,974 shares; 2025Q3: 21,217 shares 21,217 $5.08M 0.16% +2,243 Timeline XLRE 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: 97,797 shares; 2024Q4: 100,719 shares; 2025Q1: 112,965 shares; 2025Q2: 115,180 shares; 2025Q3: 118,195 shares 118,195 $4.98M 0.16% +3,015 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,173 shares; 2025Q1: 1,165 shares; 2025Q2: 1,150 shares; 2025Q3: 1,153 shares 1,153 $4.95M 0.16% +3 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,998 shares; 2024Q4: 35,199 shares; 2025Q1: 35,776 shares; 2025Q2: 32,933 shares; 2025Q3: 32,278 shares 32,278 $4.92M 0.16% -655 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: 16,328 shares; 2024Q4: 16,627 shares; 2025Q1: 16,373 shares; 2025Q2: 16,859 shares; 2025Q3: 16,973 shares 16,973 $4.79M 0.15% +114 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: 75,826 shares; 2024Q4: 71,786 shares; 2025Q1: 57,661 shares; 2025Q2: 56,553 shares; 2025Q3: 55,768 shares 55,768 $4.68M 0.15% -785 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: 42,226 shares; 2024Q4: 41,352 shares; 2025Q1: 39,979 shares; 2025Q2: 39,514 shares; 2025Q3: 37,189 shares 37,189 $4.59M 0.15% -2,325 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: 64,835 shares; 2024Q4: 62,745 shares; 2025Q1: 58,802 shares; 2025Q2: 58,815 shares; 2025Q3: 56,849 shares 56,849 $4.54M 0.15% -1,966 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: 11,082 shares; 2024Q4: 11,257 shares; 2025Q1: 11,249 shares; 2025Q2: 11,770 shares; 2025Q3: 9,227 shares 9,227 $4.43M 0.14% -2,543 Timeline FENY 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: 198,854 shares; 2024Q4: 185,110 shares; 2025Q1: 179,584 shares; 2025Q2: 173,293 shares; 2025Q3: 168,149 shares 168,149 $4.16M 0.13% -5,144 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: 13,652 shares; 2024Q4: 13,272 shares; 2025Q1: 13,438 shares; 2025Q2: 13,655 shares; 2025Q3: 13,655 shares 13,655 $4.01M 0.13% 0 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,426 shares; 2024Q4: 54,655 shares; 2025Q1: 47,655 shares; 2025Q2: 47,655 shares; 2025Q3: 47,655 shares 47,655 $3.96M 0.13% 0 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: 19,138 shares; 2024Q4: 18,539 shares; 2025Q1: 18,597 shares; 2025Q2: 18,697 shares; 2025Q3: 18,007 shares 18,007 $3.89M 0.13% -690 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: 39,252 shares; 2024Q4: 43,151 shares; 2025Q1: 44,526 shares; 2025Q2: 46,794 shares; 2025Q3: 46,956 shares 46,956 $3.85M 0.12% +162 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: 33,109 shares; 2024Q4: 36,786 shares; 2025Q1: 32,238 shares; 2025Q2: 32,687 shares; 2025Q3: 33,303 shares 33,303 $3.75M 0.12% +616 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: 11,878 shares; 2024Q4: 11,638 shares; 2025Q1: 11,220 shares; 2025Q2: 11,178 shares; 2025Q3: 10,946 shares 10,946 $3.64M 0.12% -232 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: 10,632 shares; 2024Q4: 10,463 shares; 2025Q1: 10,255 shares; 2025Q2: 14,472 shares; 2025Q3: 7,822 shares 7,822 $3.58M 0.12% -6,650 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,693 shares; 2024Q4: 38,381 shares; 2025Q1: 38,841 shares; 2025Q2: 38,941 shares; 2025Q3: 38,666 shares 38,666 $3.54M 0.11% -275 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: 39,996 shares; 2024Q4: 42,460 shares; 2025Q1: 41,231 shares; 2025Q2: 40,360 shares; 2025Q3: 41,229 shares 41,229 $3.46M 0.11% +869 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: 64,356 shares; 2024Q4: 64,356 shares; 2025Q1: 64,356 shares; 2025Q2: 62,275 shares; 2025Q3: 59,775 shares 59,775 $3.44M 0.11% -2,500 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: 50,998 shares; 2024Q4: 51,856 shares; 2025Q1: 50,875 shares; 2025Q2: 51,839 shares; 2025Q3: 51,844 shares 51,844 $3.44M 0.11% +5 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: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 4,582 shares; 2025Q2: 4,582 shares; 2025Q3: 9,429 shares 9,429 $3.31M 0.11% +4,847 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: 25,478 shares; 2024Q4: 23,159 shares; 2025Q1: 22,529 shares; 2025Q2: 20,553 shares; 2025Q3: 20,758 shares 20,758 $3.3M 0.11% +205 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: 40,630 shares; 2024Q4: 39,613 shares; 2025Q1: 37,963 shares; 2025Q2: 38,711 shares; 2025Q3: 39,013 shares 39,013 $3.28M 0.11% +302 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: 1,789 shares; 2024Q4: 1,770 shares; 2025Q1: 1,837 shares; 2025Q2: 28,040 shares; 2025Q3: 30,326 shares 30,326 $3.27M 0.11% +2,286 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: 33,738 shares; 2024Q4: 31,226 shares; 2025Q1: 32,726 shares; 2025Q2: 33,476 shares; 2025Q3: 33,818 shares 33,818 $3.2M 0.1% +342 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: 20,480 shares; 2024Q4: 12,431 shares; 2025Q1: 12,389 shares; 2025Q2: 9,503 shares; 2025Q3: 9,231 shares 9,231 $3.19M 0.1% -272 Timeline BANK OF AMER CORP 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: 2,249 shares; 2024Q4: 2,261 shares; 2025Q1: 2,362 shares; 2025Q2: 2,429 shares; 2025Q3: 2,459 shares 2,459 $3.15M 0.1% +30 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: 30,480 shares; 2024Q4: 29,540 shares; 2025Q1: 26,597 shares; 2025Q2: 13,289 shares; 2025Q3: 13,018 shares 13,018 $3.08M 0.1% -271 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,081 shares; 2024Q4: 343,614 shares; 2025Q1: 283,644 shares; 2025Q2: 272,722 shares; 2025Q3: 264,813 shares 264,813 $3.07M 0.1% -7,909 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: 6,764 shares; 2024Q4: 6,600 shares; 2025Q1: 6,601 shares; 2025Q2: 6,602 shares; 2025Q3: 9,088 shares 9,088 $3.02M 0.1% +2,486 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,815 shares; 2025Q2: 24,280 shares; 2025Q3: 24,940 shares 24,940 $3.02M 0.1% +660 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: 16,938 shares; 2024Q4: 15,467 shares; 2025Q1: 14,985 shares; 2025Q2: 14,715 shares; 2025Q3: 14,219 shares 14,219 $2.99M 0.1% -496 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: 46,829 shares; 2024Q4: 40,614 shares; 2025Q1: 35,102 shares; 2025Q2: 33,525 shares; 2025Q3: 25,965 shares 25,965 $2.97M 0.1% -7,560 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: 39,157 shares; 2024Q4: 36,842 shares; 2025Q1: 32,411 shares; 2025Q2: 31,913 shares; 2025Q3: 30,138 shares 30,138 $2.97M 0.1% -1,775 Timeline IAT 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: 51,762 shares; 2024Q4: 54,224 shares; 2025Q1: 54,126 shares; 2025Q2: 55,555 shares; 2025Q3: 56,335 shares 56,335 $2.96M 0.1% +780 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: 8,507 shares; 2024Q4: 8,950 shares; 2025Q1: 8,707 shares; 2025Q2: 8,627 shares; 2025Q3: 8,380 shares 8,380 $2.96M 0.1% -247 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: 8,406 shares; 2024Q4: 8,628 shares; 2025Q1: 9,587 shares; 2025Q2: 10,320 shares; 2025Q3: 10,474 shares 10,474 $2.93M 0.09% +154 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: 9,857 shares; 2024Q4: 6,592 shares; 2025Q1: 6,201 shares; 2025Q2: 6,095 shares; 2025Q3: 6,012 shares 6,012 $2.92M 0.09% -83 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,486 shares; 2024Q4: 87,930 shares; 2025Q1: 80,316 shares; 2025Q2: 78,440 shares; 2025Q3: 77,898 shares 77,898 $2.89M 0.09% -542 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,696 shares; 2025Q1: 5,663 shares; 2025Q2: 5,663 shares; 2025Q3: 5,769 shares 5,769 $2.88M 0.09% +106 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: 11,767 shares; 2024Q4: 12,378 shares; 2025Q1: 12,769 shares; 2025Q2: 13,412 shares; 2025Q3: 13,387 shares 13,387 $2.87M 0.09% -25 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: 142,531 shares; 2024Q4: 128,817 shares; 2025Q1: 32,699 shares; 2025Q2: 30,929 shares; 2025Q3: 29,384 shares 29,384 $2.84M 0.09% -1,545 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: 24,052 shares; 2024Q4: 21,884 shares; 2025Q1: 19,771 shares; 2025Q2: 18,576 shares; 2025Q3: 18,032 shares 18,032 $2.8M 0.09% -544 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: 8,727 shares; 2024Q4: 8,916 shares; 2025Q1: 9,205 shares; 2025Q2: 9,906 shares; 2025Q3: 9,641 shares 9,641 $2.72M 0.09% -265 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: 15,203 shares; 2024Q4: 14,932 shares; 2025Q1: 15,187 shares; 2025Q2: 15,416 shares; 2025Q3: 16,245 shares 16,245 $2.72M 0.09% +829 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,438 shares; 2024Q4: 41,518 shares; 2025Q1: 41,218 shares; 2025Q2: 39,593 shares; 2025Q3: 38,992 shares 38,992 $2.65M 0.09% -601 Timeline NLR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 19,555 shares 19,555 $2.65M 0.09% +15,120 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: 2,420 shares; 2025Q1: 2,396 shares; 2025Q2: 2,235 shares; 2025Q3: 2,260 shares 2,260 $2.64M 0.08% +25 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: 39,258 shares; 2024Q4: 39,375 shares; 2025Q1: 39,906 shares; 2025Q2: 39,949 shares; 2025Q3: 40,219 shares 40,219 $2.62M 0.08% +270 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 16,390 shares; 2025Q1: 16,253 shares; 2025Q2: 16,372 shares; 2025Q3: 16,379 shares 16,379 $2.57M 0.08% +7 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: 22,707 shares; 2024Q4: 24,089 shares; 2025Q1: 21,939 shares; 2025Q2: 22,516 shares; 2025Q3: 22,684 shares 22,684 $2.49M 0.08% +168 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,583 shares; 2025Q1: 2,575 shares; 2025Q2: 6,284 shares; 2025Q3: 6,984 shares 6,984 $2.48M 0.08% +700 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: 124,227 shares; 2024Q4: 133,821 shares; 2025Q1: 123,834 shares; 2025Q2: 119,646 shares; 2025Q3: 96,755 shares 96,755 $2.47M 0.08% -22,891 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: 369 shares; 2024Q4: 394 shares; 2025Q1: 408 shares; 2025Q2: 434 shares; 2025Q3: 455 shares 455 $2.46M 0.08% +21 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,842 shares; 2024Q4: 21,789 shares; 2025Q1: 20,662 shares; 2025Q2: 20,009 shares; 2025Q3: 20,268 shares 20,268 $2.32M 0.07% +259 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: 9,729 shares; 2024Q4: 9,698 shares; 2025Q1: 9,133 shares; 2025Q2: 8,844 shares; 2025Q3: 8,716 shares 8,716 $2.27M 0.07% -128 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: 139,441 shares; 2024Q4: 115,834 shares; 2025Q1: 88,831 shares; 2025Q2: 56,593 shares; 2025Q3: 27,079 shares 27,079 $2.26M 0.07% -29,514 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: 61,768 shares; 2024Q4: 63,623 shares; 2025Q1: 58,370 shares; 2025Q2: 56,670 shares; 2025Q3: 56,549 shares 56,549 $2.22M 0.07% -121 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,603 shares; 2025Q1: 2,663 shares; 2025Q2: 2,679 shares; 2025Q3: 2,913 shares 2,913 $2.21M 0.07% +234 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: 20,285 shares; 2024Q4: 20,318 shares; 2025Q1: 19,999 shares; 2025Q2: 19,657 shares; 2025Q3: 19,075 shares 19,075 $2.19M 0.07% -582 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,558 shares; 2024Q4: 21,310 shares; 2025Q1: 21,310 shares; 2025Q2: 21,327 shares; 2025Q3: 21,327 shares 21,327 $2.17M 0.07% 0 Timeline IBB 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: 20,381 shares; 2024Q4: 20,185 shares; 2025Q1: 19,496 shares; 2025Q2: 15,066 shares; 2025Q3: 14,537 shares 14,537 $2.1M 0.07% -529 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: 44,722 shares; 2024Q4: 42,682 shares; 2025Q1: 15,693 shares; 2025Q2: 14,961 shares; 2025Q3: 14,905 shares 14,905 $2.09M 0.07% -56 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,333 shares; 2024Q4: 33,947 shares; 2025Q1: 31,587 shares; 2025Q2: 31,216 shares; 2025Q3: 30,526 shares 30,526 $2.04M 0.07% -690 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares 5,117 $1.94M 0.06% 0 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: 5,402 shares; 2024Q4: 5,175 shares; 2025Q1: 3,861 shares; 2025Q2: 3,819 shares; 2025Q3: 3,878 shares 3,878 $1.94M 0.06% +59 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: 5,416 shares; 2024Q4: 4,775 shares; 2025Q1: 4,575 shares; 2025Q2: 4,082 shares; 2025Q3: 4,104 shares 4,104 $1.92M 0.06% +22 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: 13,866 shares; 2024Q4: 13,457 shares; 2025Q1: 13,531 shares; 2025Q2: 13,570 shares; 2025Q3: 7,982 shares 7,982 $1.89M 0.06% -5,588 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: 21,861 shares; 2024Q4: 65,583 shares; 2025Q1: 63,459 shares; 2025Q2: 63,459 shares; 2025Q3: 63,459 shares 63,459 $1.88M 0.06% 0 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: 13,344 shares; 2024Q4: 13,738 shares; 2025Q1: 13,547 shares; 2025Q2: 13,446 shares; 2025Q3: 13,324 shares 13,324 $1.88M 0.06% -122 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,194 shares; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,348 shares 9,348 $1.82M 0.06% +14 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: 8,664 shares; 2024Q4: 8,421 shares; 2025Q1: 8,250 shares; 2025Q2: 8,233 shares; 2025Q3: 8,238 shares 8,238 $1.78M 0.06% +5 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: 8,914 shares; 2024Q4: 7,501 shares; 2025Q1: 7,152 shares; 2025Q2: 6,552 shares; 2025Q3: 6,520 shares 6,520 $1.7M 0.05% -32 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: 13,244 shares; 2024Q4: 5,254 shares; 2025Q1: 5,493 shares; 2025Q2: 5,351 shares; 2025Q3: 5,234 shares 5,234 $1.69M 0.05% -117 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: 4,261 shares; 2024Q4: 4,708 shares; 2025Q1: 4,846 shares; 2025Q2: 5,295 shares; 2025Q3: 5,518 shares 5,518 $1.66M 0.05% +223 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: 28,391 shares; 2024Q4: 28,203 shares; 2025Q1: 26,629 shares; 2025Q2: 26,417 shares; 2025Q3: 26,092 shares 26,092 $1.65M 0.05% -325 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: 24,270 shares; 2024Q4: 24,037 shares; 2025Q1: 24,189 shares; 2025Q2: 24,451 shares; 2025Q3: 24,388 shares 24,388 $1.64M 0.05% -63 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: 13,985 shares; 2024Q4: 14,094 shares; 2025Q1: 12,565 shares; 2025Q2: 12,330 shares; 2025Q3: 12,384 shares 12,384 $1.62M 0.05% +54 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: 31,265 shares; 2024Q4: 30,483 shares; 2025Q1: 28,493 shares; 2025Q2: 28,019 shares; 2025Q3: 27,393 shares 27,393 $1.62M 0.05% -626 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: 6,615 shares; 2024Q4: 6,632 shares; 2025Q1: 6,545 shares; 2025Q2: 6,823 shares; 2025Q3: 6,875 shares 6,875 $1.62M 0.05% +52 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,403 shares; 2024Q4: 24,375 shares; 2025Q1: 16,482 shares; 2025Q2: 18,706 shares; 2025Q3: 19,636 shares 19,636 $1.6M 0.05% +930 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,945 shares; 2024Q4: 24,565 shares; 2025Q1: 24,015 shares; 2025Q2: 24,905 shares; 2025Q3: 23,755 shares 23,755 $1.59M 0.05% -1,150 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 5,500 shares; 2025Q1: 5,370 shares; 2025Q2: 4,635 shares; 2025Q3: 4,515 shares 4,515 $1.56M 0.05% -120 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: 3,826 shares; 2024Q4: 3,846 shares; 2025Q1: 3,901 shares; 2025Q2: 3,016 shares; 2025Q3: 2,726 shares 2,726 $1.55M 0.05% -290 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: 11,579 shares; 2024Q4: 11,524 shares; 2025Q1: 12,148 shares; 2025Q2: 12,162 shares; 2025Q3: 12,200 shares 12,200 $1.55M 0.05% +38 Timeline ACWI 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: 11,155 shares; 2024Q4: 11,155 shares; 2025Q1: 11,155 shares; 2025Q2: 11,155 shares; 2025Q3: 11,155 shares 11,155 $1.54M 0.05% 0 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: 5,307 shares; 2024Q4: 3,334 shares; 2025Q1: 3,334 shares; 2025Q2: 3,323 shares; 2025Q3: 3,317 shares 3,317 $1.54M 0.05% -6 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,769 shares; 2024Q4: 10,339 shares; 2025Q1: 8,199 shares; 2025Q2: 7,999 shares; 2025Q3: 7,820 shares 7,820 $1.51M 0.05% -179 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: 19,281 shares; 2024Q4: 16,859 shares; 2025Q1: 16,932 shares; 2025Q2: 17,027 shares; 2025Q3: 17,109 shares 17,109 $1.49M 0.05% +82 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,059 shares; 2025Q2: 11,181 shares; 2025Q3: 10,946 shares 10,946 $1.47M 0.05% -235 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: 15,269 shares; 2024Q4: 45,837 shares; 2025Q1: 45,827 shares; 2025Q2: 56,099 shares; 2025Q3: 55,499 shares 55,499 $1.46M 0.05% -600 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: 4,880 shares; 2024Q4: 4,918 shares; 2025Q1: 5,049 shares; 2025Q2: 5,767 shares; 2025Q3: 5,738 shares 5,738 $1.46M 0.05% -29 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: 19,233 shares; 2024Q4: 16,569 shares; 2025Q1: 14,507 shares; 2025Q2: 13,571 shares; 2025Q3: 19,220 shares 19,220 $1.45M 0.05% +5,649 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,920 shares; 2025Q1: 1,948 shares; 2025Q2: 2,246 shares; 2025Q3: 2,349 shares 2,349 $1.44M 0.05% +103 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: 24,507 shares; 2024Q4: 8,645 shares; 2025Q1: 9,890 shares; 2025Q2: 9,569 shares; 2025Q3: 10,492 shares 10,492 $1.42M 0.05% +923 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: 17,111 shares; 2024Q4: 14,319 shares; 2025Q1: 12,393 shares; 2025Q2: 15,591 shares; 2025Q3: 14,723 shares 14,723 $1.4M 0.05% -868 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: 22,893 shares; 2024Q4: 23,390 shares; 2025Q1: 23,449 shares; 2025Q2: 54,672 shares; 2025Q3: 23,280 shares 23,280 $1.39M 0.04% -31,392 Timeline XNTK 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: 4,977 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares 4,950 $1.35M 0.04% 0 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: 11,441 shares; 2024Q4: 9,291 shares; 2025Q1: 9,291 shares; 2025Q2: 8,991 shares; 2025Q3: 8,991 shares 8,991 $1.35M 0.04% 0 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: 9,096 shares; 2024Q4: 8,886 shares; 2025Q1: 9,600 shares; 2025Q2: 11,060 shares; 2025Q3: 11,882 shares 11,882 $1.32M 0.04% +822 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: 36,926 shares; 2024Q4: 49,075 shares; 2025Q1: 46,695 shares; 2025Q2: 44,505 shares; 2025Q3: 46,671 shares 46,671 $1.32M 0.04% +2,166 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: 702 shares; 2024Q4: 698 shares; 2025Q1: 911 shares; 2025Q2: 966 shares; 2025Q3: 1,099 shares 1,099 $1.32M 0.04% +133 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: 11,094 shares; 2024Q4: 10,654 shares; 2025Q1: 10,654 shares; 2025Q2: 10,679 shares; 2025Q3: 10,419 shares 10,419 $1.31M 0.04% -260 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: 10,124 shares; 2024Q4: 10,747 shares; 2025Q1: 10,160 shares; 2025Q2: 13,653 shares; 2025Q3: 15,190 shares 15,190 $1.28M 0.04% +1,537 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 15,915 shares; 2025Q1: 15,915 shares; 2025Q2: 17,365 shares; 2025Q3: 17,365 shares 17,365 $1.26M 0.04% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,747 shares; 2024Q4: 9,645 shares; 2025Q1: 9,786 shares; 2025Q2: 10,249 shares; 2025Q3: 9,599 shares 9,599 $1.23M 0.04% -650 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 33,297 shares; 2025Q1: 31,297 shares; 2025Q2: 38,270 shares; 2025Q3: 38,277 shares 38,277 $1.22M 0.04% +7 Timeline IOO 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: 10,872 shares; 2024Q4: 10,062 shares; 2025Q1: 10,062 shares; 2025Q2: 10,062 shares; 2025Q3: 10,062 shares 10,062 $1.21M 0.04% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 6,381 shares; 2025Q1: 6,451 shares; 2025Q2: 6,281 shares; 2025Q3: 6,171 shares 6,171 $1.17M 0.04% -110 Timeline IGV 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: 10,480 shares; 2024Q4: 10,725 shares; 2025Q1: 11,284 shares; 2025Q2: 12,084 shares; 2025Q3: 9,934 shares 9,934 $1.14M 0.04% -2,150 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: 7,397 shares; 2024Q4: 7,380 shares; 2025Q1: 7,921 shares; 2025Q2: 8,862 shares; 2025Q3: 9,141 shares 9,141 $1.13M 0.04% +279 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: 1,418 shares; 2024Q4: 1,238 shares; 2025Q1: 1,505 shares; 2025Q2: 1,435 shares; 2025Q3: 1,458 shares 1,458 $1.13M 0.04% +23 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: 4,296 shares; 2024Q4: 7,568 shares; 2025Q1: 9,784 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares 4,652 $1.13M 0.04% 0 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: 17,114 shares; 2024Q4: 43,384 shares; 2025Q1: 43,006 shares; 2025Q2: 42,262 shares; 2025Q3: 42,262 shares 42,262 $1.11M 0.04% 0 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: 4,595 shares; 2024Q4: 4,637 shares; 2025Q1: 4,587 shares; 2025Q2: 5,222 shares; 2025Q3: 7,498 shares 7,498 $1.08M 0.03% +2,276 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 9,330 shares; 2025Q1: 9,465 shares; 2025Q2: 8,560 shares; 2025Q3: 5,785 shares 5,785 $1.03M 0.03% -2,775 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 9,058 shares; 2025Q1: 9,054 shares; 2025Q2: 9,930 shares; 2025Q3: 10,202 shares 10,202 $996K 0.03% +272 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 4,527 shares; 2025Q2: 4,527 shares; 2025Q3: 4,527 shares 4,527 $983K 0.03% 0 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 9,636 shares; 2025Q1: 9,636 shares; 2025Q2: 9,636 shares; 2025Q3: 9,636 shares 9,636 $982K 0.03% 0 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 2,867 shares; 2025Q2: 3,567 shares; 2025Q3: 4,937 shares 4,937 $956K 0.03% +1,370 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: 22,098 shares; 2024Q4: 21,476 shares; 2025Q1: 21,152 shares; 2025Q2: 20,883 shares; 2025Q3: 20,697 shares 20,697 $933K 0.03% -186 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: 870 shares; 2024Q4: 1,420 shares; 2025Q1: 1,377 shares; 2025Q2: 1,436 shares; 2025Q3: 1,491 shares 1,491 $917K 0.03% +55 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 10,585 shares; 2025Q1: 10,751 shares; 2025Q2: 11,074 shares; 2025Q3: 11,012 shares 11,012 $907K 0.03% -62 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: 3,836 shares; 2024Q4: 3,736 shares; 2025Q1: 3,586 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares 3,595 $904K 0.03% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,967 shares; 2024Q4: 9,967 shares; 2025Q1: 9,967 shares; 2025Q2: 9,967 shares; 2025Q3: 9,967 shares 9,967 $888K 0.03% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 6,376 shares; 2025Q1: 6,376 shares; 2025Q2: 5,736 shares; 2025Q3: 7,705 shares 7,705 $862K 0.03% +1,969 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: 871 shares; 2024Q4: 886 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 935 shares 935 $860K 0.03% +34 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: 7,625 shares; 2024Q4: 7,684 shares; 2025Q1: 7,539 shares; 2025Q2: 7,995 shares; 2025Q3: 8,253 shares 8,253 $838K 0.03% +258 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: 5,398 shares; 2024Q4: 5,497 shares; 2025Q1: 4,580 shares; 2025Q2: 4,540 shares; 2025Q3: 4,895 shares 4,895 $833K 0.03% +355 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: 11,664 shares; 2024Q4: 11,345 shares; 2025Q1: 7,310 shares; 2025Q2: 4,708 shares; 2025Q3: 3,783 shares 3,783 $830K 0.03% -925 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: 2,164 shares; 2024Q4: 3,983 shares; 2025Q1: 3,327 shares; 2025Q2: 1,651 shares; 2025Q3: 1,829 shares 1,829 $818K 0.03% +178 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: 47,300 shares; 2024Q4: 47,300 shares; 2025Q1: 47,300 shares; 2025Q2: 47,300 shares; 2025Q3: 47,000 shares 47,000 $807K 0.03% -300 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: 10,263 shares; 2024Q4: 11,614 shares; 2025Q1: 9,274 shares; 2025Q2: 8,056 shares; 2025Q3: 8,419 shares 8,419 $796K 0.03% +363 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: 17,968 shares; 2025Q3: 24,296 shares 24,296 $796K 0.03% +6,328 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: 2,127 shares; 2024Q4: 2,150 shares; 2025Q1: 1,956 shares; 2025Q2: 2,003 shares; 2025Q3: 1,856 shares 1,856 $784K 0.03% -147 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: 4,787 shares; 2025Q3: 4,817 shares 4,817 $781K 0.03% +30 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,913 shares; 2024Q4: 26,642 shares; 2025Q1: 25,320 shares; 2025Q2: 24,541 shares; 2025Q3: 24,648 shares 24,648 $771K 0.02% +107 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: 6,394 shares; 2024Q4: 6,747 shares; 2025Q1: 6,763 shares; 2025Q2: 6,387 shares; 2025Q3: 6,556 shares 6,556 $738K 0.02% +169 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: 23,117 shares; 2024Q4: 22,301 shares; 2025Q1: 21,674 shares; 2025Q2: 22,416 shares; 2025Q3: 23,207 shares 23,207 $729K 0.02% +791 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,060 shares; 2025Q1: 3,115 shares; 2025Q2: 4,727 shares; 2025Q3: 5,099 shares 5,099 $721K 0.02% +372 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: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 8,995 shares; 2025Q2: 13,315 shares; 2025Q3: 10,848 shares 10,848 $717K 0.02% -2,467 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: 3,574 shares; 2024Q4: 3,742 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,863 shares 3,863 $710K 0.02% +91 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: 81,234 shares; 2024Q4: 53,043 shares; 2025Q1: 25,060 shares; 2025Q2: 20,085 shares; 2025Q3: 14,665 shares 14,665 $709K 0.02% -5,420 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 5,678 shares; 2025Q1: 5,541 shares; 2025Q2: 5,321 shares; 2025Q3: 5,272 shares 5,272 $677K 0.02% -49 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: 1,782 shares; 2024Q4: 1,798 shares; 2025Q1: 1,890 shares; 2025Q2: 1,925 shares; 2025Q3: 1,829 shares 1,829 $676K 0.02% -96 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: 33,810 shares; 2024Q4: 28,575 shares; 2025Q1: 23,205 shares; 2025Q2: 22,346 shares; 2025Q3: 20,065 shares 20,065 $673K 0.02% -2,281 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,290 shares; 2025Q1: 3,820 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares 4,200 $671K 0.02% 0 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,576 shares; 2025Q3: 5,722 shares 5,722 $668K 0.02% +146 Timeline FTEC 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: 3,102 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares 2,989 $664K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 5,052 shares 5,052 $657K 0.02% +152 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: 14,077 shares; 2024Q4: 13,102 shares; 2025Q1: 9,913 shares; 2025Q2: 7,923 shares; 2025Q3: 7,129 shares 7,129 $639K 0.02% -794 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: 29,918 shares; 2024Q4: 25,845 shares; 2025Q1: 25,507 shares; 2025Q2: 24,350 shares; 2025Q3: 20,051 shares 20,051 $634K 0.02% -4,299 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: 4,727 shares; 2024Q4: 4,727 shares; 2025Q1: 4,602 shares; 2025Q2: 4,562 shares; 2025Q3: 4,636 shares 4,636 $631K 0.02% +74 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: 7,682 shares; 2024Q4: 7,432 shares; 2025Q1: 6,532 shares; 2025Q2: 5,772 shares; 2025Q3: 4,272 shares 4,272 $630K 0.02% -1,500 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: 2,019 shares; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares 2,019 $622K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,077 shares; 2025Q1: 2,152 shares; 2025Q2: 2,102 shares; 2025Q3: 2,122 shares 2,122 $612K 0.02% +20 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 5,732 shares; 2025Q1: 5,732 shares; 2025Q2: 5,343 shares; 2025Q3: 5,428 shares 5,428 $606K 0.02% +85 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: 7,409 shares; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares 7,409 $598K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 739 shares; 2025Q1: 736 shares; 2025Q2: 817 shares; 2025Q3: 864 shares 864 $590K 0.02% +47 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,727 shares; 2024Q4: 12,291 shares; 2025Q1: 9,111 shares; 2025Q2: 8,412 shares; 2025Q3: 7,896 shares 7,896 $587K 0.02% -516 Timeline XAR 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: 2,473 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares 2,473 $581K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 21,107 shares; 2025Q1: 9,684 shares; 2025Q2: 9,705 shares; 2025Q3: 9,718 shares 9,718 $580K 0.02% +13 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,798 shares; 2025Q2: 23,592 shares; 2025Q3: 23,592 shares 23,592 $549K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,216 shares; 2025Q2: 2,456 shares; 2025Q3: 2,571 shares 2,571 $547K 0.02% +115 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: 975 shares; 2024Q4: 1,150 shares; 2025Q1: not reported; 2025Q2: 2,045 shares; 2025Q3: 2,655 shares 2,655 $541K 0.02% +610 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,166 shares; 2024Q4: 28,916 shares; 2025Q1: 19,736 shares; 2025Q2: 5,806 shares; 2025Q3: 5,995 shares 5,995 $539K 0.02% +189 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: 975 shares; 2024Q4: 1,021 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,465 shares 1,465 $535K 0.02% +453 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,796 shares; 2025Q1: 3,761 shares; 2025Q2: 3,158 shares; 2025Q3: 3,082 shares 3,082 $533K 0.02% -76 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 17,241 shares; 2025Q1: 16,404 shares; 2025Q2: 19,304 shares; 2025Q3: 18,543 shares 18,543 $525K 0.02% -761 Timeline FCOM 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: 7,544 shares; 2024Q4: 7,544 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares 7,302 $518K 0.02% 0 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: 6,120 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares 3,905 $509K 0.02% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares 2,283 $503K 0.02% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,396 shares; 2024Q4: 8,948 shares; 2025Q1: 9,166 shares; 2025Q2: 7,342 shares; 2025Q3: 6,186 shares 6,186 $502K 0.02% -1,156 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: 4,859 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 9,818 shares; 2025Q3: 10,118 shares 10,118 $496K 0.02% +300 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,260 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares 1,110 $478K 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 4,348 shares; 2025Q3: 4,604 shares 4,604 $475K 0.02% +256 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: 3,390 shares; 2024Q4: 3,563 shares; 2025Q1: 3,656 shares; 2025Q2: 4,023 shares; 2025Q3: 3,954 shares 3,954 $470K 0.02% -69 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: 1,367 shares; 2024Q4: 1,665 shares; 2025Q1: 1,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,555 shares 1,555 $467K 0.02% +66 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: 2,040 shares; 2025Q1: 1,890 shares; 2025Q2: 578 shares; 2025Q3: 1,368 shares 1,368 $462K 0.01% +790 Timeline IHI 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: 7,566 shares; 2024Q4: 7,566 shares; 2025Q1: 7,566 shares; 2025Q2: 7,566 shares; 2025Q3: 7,566 shares 7,566 $455K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,992 shares; 2025Q1: 5,942 shares; 2025Q2: 5,985 shares; 2025Q3: 6,358 shares 6,358 $452K 0.01% +373 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: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,737 shares; 2025Q3: 1,824 shares 1,824 $450K 0.01% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,884 shares; 2025Q3: 5,344 shares 5,344 $441K 0.01% -2,540 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: 1,912 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares 1,912 $425K 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,629 shares; 2025Q3: 4,773 shares 4,773 $423K 0.01% +144 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares 457 $421K 0.01% 0 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: 70,986 shares; 2024Q4: 2,586 shares; 2025Q1: 2,516 shares; 2025Q2: 2,235 shares; 2025Q3: 2,563 shares 2,563 $415K 0.01% +328 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: 2,074 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $413K 0.01% 0 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: 4,665 shares; 2024Q4: 1,433 shares; 2025Q1: 1,311 shares; 2025Q2: 1,349 shares; 2025Q3: 1,405 shares 1,405 $406K 0.01% +56 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: 2,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,421 shares 2,421 $405K 0.01% +363 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: 2,332 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,348 shares; 2025Q3: 2,303 shares 2,303 $403K 0.01% -45 Timeline DON 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,670 shares; 2025Q3: 7,675 shares 7,675 $401K 0.01% +5 Timeline ERTH 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: 8,002 shares; 2024Q4: 8,319 shares; 2025Q1: 8,478 shares; 2025Q2: 8,154 shares; 2025Q3: 8,245 shares 8,245 $393K 0.01% +91 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,839 shares; 2025Q2: 2,819 shares; 2025Q3: 2,799 shares 2,799 $392K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,565 shares; 2025Q3: 8,565 shares 8,565 $387K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 781 shares 781 $383K 0.01% +235 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,828 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,891 shares 1,891 $380K 0.01% +14 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: 8,591 shares; 2024Q4: 8,600 shares; 2025Q1: 2,077 shares; 2025Q2: 1,876 shares; 2025Q3: 1,973 shares 1,973 $379K 0.01% +97 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,658 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,338 shares 4,338 $377K 0.01% -500 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: 3,965 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,965 shares; 2025Q3: 4,020 shares 4,020 $375K 0.01% +55 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares 2,515 $371K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 7,955 shares; 2025Q1: 7,785 shares; 2025Q2: 7,552 shares; 2025Q3: 7,337 shares 7,337 $370K 0.01% -215 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: 4,005 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,619 shares; 2025Q3: 3,742 shares 3,742 $367K 0.01% +1,123 Timeline VGK 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: 5,901 shares; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares 4,520 $361K 0.01% 0 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: not reported; 2024Q4: 2,892 shares; 2025Q1: 3,258 shares; 2025Q2: 3,152 shares; 2025Q3: 3,284 shares 3,284 $358K 0.01% +132 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: 1,084 shares; 2024Q4: 1,082 shares; 2025Q1: 1,091 shares; 2025Q2: 1,083 shares; 2025Q3: 1,127 shares 1,127 $349K 0.01% +44 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: 703 shares; 2024Q4: 665 shares; 2025Q1: 668 shares; 2025Q2: 677 shares; 2025Q3: 706 shares 706 $348K 0.01% +29 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: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,744 shares 2,744 $348K 0.01% +64 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,885 shares 1,885 $348K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares 229 $343K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,809 shares; 2025Q1: 6,109 shares; 2025Q2: 6,763 shares; 2025Q3: 6,788 shares 6,788 $342K 0.01% +25 Timeline IHF 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: 6,883 shares; 2024Q4: 6,896 shares; 2025Q1: 6,908 shares; 2025Q2: 6,915 shares; 2025Q3: 6,929 shares 6,929 $342K 0.01% +14 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares 3,550 $340K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,526 shares; 2025Q3: 2,726 shares 2,726 $337K 0.01% +200 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares 1,245 $333K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 10,661 shares; 2025Q3: 10,661 shares 10,661 $332K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,715 shares; 2025Q3: 7,715 shares 7,715 $331K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $329K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,217 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,049 shares; 2025Q3: 5,495 shares 5,495 $328K 0.01% -554 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: 1,901 shares; 2024Q4: 1,403 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,354 shares 1,354 $326K 0.01% -21 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares 8,850 $326K 0.01% 0 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: 5,784 shares; 2024Q4: 5,915 shares; 2025Q1: 4,488 shares; 2025Q2: 4,648 shares; 2025Q3: 4,491 shares 4,491 $321K 0.01% -157 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: 2,860 shares; 2024Q4: 3,405 shares; 2025Q1: 3,216 shares; 2025Q2: 3,167 shares; 2025Q3: 3,161 shares 3,161 $318K 0.01% -6 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 9,712 shares; 2025Q1: 9,712 shares; 2025Q2: 9,712 shares; 2025Q3: 9,712 shares 9,712 $312K 0.01% 0 Timeline IYJ 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: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares 2,135 $311K 0.01% 0 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: 4,340 shares; 2025Q3: 5,702 shares 5,702 $310K 0.01% +1,362 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,110 shares; 2025Q1: 4,635 shares; 2025Q2: 4,531 shares; 2025Q3: 3,957 shares 3,957 $304K 0.01% -574 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: not reported; 2024Q4: 1,952 shares; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,011 shares 2,011 $299K 0.01% -58 Timeline IYT 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: 3,541 shares; 2024Q4: 4,187 shares; 2025Q1: 4,187 shares; 2025Q2: 4,145 shares; 2025Q3: 4,130 shares 4,130 $296K 0.01% -15 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 4,743 shares; 2025Q1: 3,535 shares; 2025Q2: 3,887 shares; 2025Q3: 4,022 shares 4,022 $294K 0.01% +135 Timeline FNCL 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: 3,881 shares; 2024Q4: 3,859 shares; 2025Q1: 3,859 shares; 2025Q2: 3,859 shares; 2025Q3: 3,835 shares 3,835 $293K 0.01% -24 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,626 shares 1,626 $290K 0.01% +171 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares 4,707 $289K 0.01% 0 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares 3,020 $287K 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,266 shares; 2025Q1: 3,501 shares; 2025Q2: 2,851 shares; 2025Q3: 2,819 shares 2,819 $286K 0.01% -32 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 2,267 shares; 2025Q1: 1,851 shares; 2025Q2: 1,465 shares; 2025Q3: 1,525 shares 1,525 $285K 0.01% +60 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares 1,188 $280K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares 455 $277K 0.01% new 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: 3,708 shares; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares 3,708 $267K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,228 shares; 2025Q3: 1,290 shares 1,290 $267K 0.01% +62 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: 11,403 shares; 2024Q4: 10,997 shares; 2025Q1: 4,875 shares; 2025Q2: 4,120 shares; 2025Q3: 4,210 shares 4,210 $263K 0.01% +90 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,948 shares; 2025Q3: 4,050 shares 4,050 $261K 0.01% +102 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,996 shares; 2025Q3: 3,537 shares 3,537 $260K 0.01% -459 Timeline PPH 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: 2,923 shares; 2024Q4: 2,923 shares; 2025Q1: 2,923 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares 2,873 $260K 0.01% -20 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares 3,958 $257K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,445 shares; 2025Q1: 3,343 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares 3,111 $257K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 1,570 shares; 2025Q3: 1,532 shares 1,532 $256K 0.01% -38 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: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 503 shares; 2025Q3: 518 shares 518 $254K 0.01% +15 Timeline IEV 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,865 shares 3,865 $253K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 7,435 shares; 2025Q1: not reported; 2025Q2: 6,624 shares; 2025Q3: 7,018 shares 7,018 $249K 0.01% +394 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: 248 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares 261 $249K 0.01% new Timeline KRE 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: 4,575 shares; 2025Q1: 4,860 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares 3,935 $249K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 6,617 shares; 2025Q1: 5,725 shares; 2025Q2: 5,187 shares; 2025Q3: 5,187 shares 5,187 $245K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 609 shares; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 609 shares 609 $245K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares 246 $238K 0.01% new 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: 1,149 shares; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 1,481 shares; 2025Q3: 1,271 shares 1,271 $238K 0.01% -210 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares 1,628 $237K 0.01% new 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: 5,736 shares; 2024Q4: 5,946 shares; 2025Q1: 4,054 shares; 2025Q2: 3,270 shares; 2025Q3: 3,105 shares 3,105 $236K 0.01% -165 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares 1,589 $234K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: not reported; 2025Q3: 1,241 shares 1,241 $231K 0.01% new 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: 2,720 shares; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares 2,720 $229K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares 358 $229K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 5,467 shares; 2025Q1: 4,727 shares; 2025Q2: 3,612 shares; 2025Q3: 2,847 shares 2,847 $228K 0.01% -765 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: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 602 shares; 2025Q3: 636 shares 636 $227K 0.01% +34 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,060 shares; 2025Q1: 1,701 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares 1,626 $226K 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: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 835 shares 835 $226K 0.01% +64 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares 2,210 $225K 0.01% 0 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,296 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares 9,240 $224K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 30,499 shares; 2025Q1: 27,678 shares; 2025Q2: 18,683 shares; 2025Q3: 18,687 shares 18,687 $224K 0.01% +4 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,602 shares; 2025Q3: 7,602 shares 7,602 $221K 0.01% -1,000 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 6,210 shares; 2025Q1: 6,633 shares; 2025Q2: 6,349 shares; 2025Q3: 6,109 shares 6,109 $216K 0.01% -240 Timeline IYH 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: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares 3,650 $214K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 12,014 shares; 2025Q2: 9,320 shares; 2025Q3: 3,038 shares 3,038 $214K 0.01% -6,282 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: not reported; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 8,882 shares; 2025Q3: 9,033 shares 9,033 $214K 0.01% +151 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: 2,651 shares; 2024Q4: 2,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares 1,800 $209K 0.01% new Timeline FHLC 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: 19,964 shares; 2024Q4: 3,166 shares; 2025Q1: 3,166 shares; 2025Q2: not reported; 2025Q3: 3,104 shares 3,104 $208K 0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,555 shares 1,555 $206K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: not reported; 2025Q3: 5,957 shares 5,957 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,957 shares 1,957 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares 653 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,776 shares 2,776 $204K 0.01% new Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $203K 0.01% new 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: not reported; 2024Q4: 4,143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares 3,282 $200K 0.01% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 10,067 shares; 2025Q1: 10,067 shares; 2025Q2: 12,831 shares; 2025Q3: 10,067 shares 10,067 $90.5K <0.01% -2,764 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,677 shares; 2025Q1: 25,677 shares; 2025Q2: 25,677 shares; 2025Q3: 25,677 shares 25,677 $80.6K <0.01% 0 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,576 shares; 2025Q1: 14,576 shares; 2025Q2: 14,576 shares; 2025Q3: 14,576 shares 14,576 $45.2K <0.01% 0 Timeline ZYXIQ ZYNEX, INC. COMMON STOCK (NV) More: the full row for ZYNEX, INC. COMMON STOCK (NV) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,270 shares; 2024Q4: 17,270 shares; 2025Q1: 17,270 shares; 2025Q2: 17,270 shares; 2025Q3: 17,270 shares 17,270 $25K <0.01% 0 Timeline