SGOV 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: 278,678 shares; 2025Q1: 202,821 shares; 2025Q2: 225,280 shares; 2025Q3: 239,466 shares 239,466 $24.1M 3.49% +14,186 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: 94,541 shares; 2024Q4: 91,383 shares; 2025Q1: 100,245 shares; 2025Q2: 105,059 shares; 2025Q3: 110,395 shares 110,395 $20.6M 2.98% +5,336 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: 39,966 shares; 2024Q4: 31,280 shares; 2025Q1: 34,764 shares; 2025Q2: 36,298 shares; 2025Q3: 35,218 shares 35,218 $18.2M 2.64% -1,080 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,523 shares; 2024Q4: 59,720 shares; 2025Q1: 66,073 shares; 2025Q2: 69,746 shares; 2025Q3: 69,089 shares 69,089 $17.6M 2.55% -657 Timeline SCHI 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: 625,418 shares; 2025Q1: 635,215 shares; 2025Q2: 651,801 shares; 2025Q3: 651,093 shares 651,093 $15M 2.17% -708 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,849 shares; 2024Q4: 21,596 shares; 2025Q1: 21,098 shares; 2025Q2: 20,569 shares; 2025Q3: 20,229 shares 20,229 $14.9M 2.15% -340 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,642 shares; 2025Q1: 191,714 shares; 2025Q2: 215,050 shares; 2025Q3: 265,442 shares 265,442 $13.4M 1.93% +50,392 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 7,471 shares; 2025Q1: 10,986 shares; 2025Q2: 8,965 shares; 2025Q3: 26,474 shares 26,474 $13.3M 1.93% +17,509 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 184,568 shares; 2025Q1: 186,935 shares; 2025Q2: 209,229 shares; 2025Q3: 249,314 shares 249,314 $12.7M 1.83% +40,085 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,364 shares; 2025Q1: 180,706 shares; 2025Q2: 181,358 shares; 2025Q3: 244,144 shares 244,144 $12.2M 1.77% +62,786 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: 121,910 shares; 2024Q4: not reported; 2025Q1: 137,647 shares; 2025Q2: 257,571 shares; 2025Q3: 391,390 shares 391,390 $10.3M 1.49% +133,819 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: 20,497 shares; 2024Q4: 25,264 shares; 2025Q1: 30,807 shares; 2025Q2: 30,731 shares; 2025Q3: 28,307 shares 28,307 $8.93M 1.29% -2,424 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,968 shares; 2024Q4: 58,884 shares; 2025Q1: 67,749 shares; 2025Q2: 60,804 shares; 2025Q3: 75,099 shares 75,099 $8.9M 1.29% +14,295 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,599 shares; 2024Q4: 83,048 shares; 2025Q1: 75,183 shares; 2025Q2: 77,559 shares; 2025Q3: 79,305 shares 79,305 $8.7M 1.26% +1,746 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: 59,209 shares; 2024Q4: 42,842 shares; 2025Q1: 33,246 shares; 2025Q2: 34,390 shares; 2025Q3: 35,492 shares 35,492 $8.63M 1.25% +1,102 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: 77,035 shares; 2024Q4: 60,276 shares; 2025Q1: 62,551 shares; 2025Q2: 103,244 shares; 2025Q3: 114,730 shares 114,730 $7.85M 1.14% +11,486 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: 34,909 shares; 2024Q4: 37,406 shares; 2025Q1: 36,201 shares; 2025Q2: 32,109 shares; 2025Q3: 27,731 shares 27,731 $7.82M 1.13% -4,378 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,924 shares; 2024Q4: 43,859 shares; 2025Q1: 40,022 shares; 2025Q2: 36,590 shares; 2025Q3: 36,079 shares 36,079 $7.71M 1.12% -511 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: 33,654 shares; 2024Q4: 35,413 shares; 2025Q1: 40,184 shares; 2025Q2: 37,544 shares; 2025Q3: 45,946 shares 45,946 $7.64M 1.11% +8,402 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,097 shares; 2024Q4: 18,346 shares; 2025Q1: 21,280 shares; 2025Q2: 10,178 shares; 2025Q3: 10,628 shares 10,628 $7.64M 1.11% +450 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,534 shares; 2025Q2: 74,489 shares; 2025Q3: 112,112 shares 112,112 $7.6M 1.1% +37,623 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,216 shares; 2024Q4: 86,338 shares; 2025Q1: 124,705 shares; 2025Q2: 144,865 shares; 2025Q3: 125,487 shares 125,487 $7.27M 1.05% -19,378 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 30,336 shares; 2025Q1: 36,873 shares; 2025Q2: 67,383 shares; 2025Q3: 80,993 shares 80,993 $7.27M 1.05% +13,610 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: not reported; 2024Q4: not reported; 2025Q1: 55,442 shares; 2025Q2: 151,459 shares; 2025Q3: 227,186 shares 227,186 $7.25M 1.05% +75,727 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: 18,549 shares; 2024Q4: 17,742 shares; 2025Q1: 19,733 shares; 2025Q2: 20,674 shares; 2025Q3: 21,703 shares 21,703 $7.16M 1.04% +1,029 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,615 shares; 2024Q4: 18,060 shares; 2025Q1: 20,556 shares; 2025Q2: 23,588 shares; 2025Q3: 23,927 shares 23,927 $6.89M 1% +339 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,781 shares; 2024Q4: 93,666 shares; 2025Q1: 117,246 shares; 2025Q2: 95,863 shares; 2025Q3: 95,069 shares 95,069 $6.75M 0.98% -794 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 23,326 shares; 2025Q2: 53,169 shares; 2025Q3: 67,742 shares 67,742 $6.74M 0.98% +14,573 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: 4,925 shares; 2024Q4: 4,807 shares; 2025Q1: 27,924 shares; 2025Q2: 56,516 shares; 2025Q3: 60,720 shares 60,720 $6.74M 0.98% +4,204 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,115 shares; 2025Q1: 66,635 shares; 2025Q2: 102,356 shares; 2025Q3: 104,764 shares 104,764 $6.61M 0.96% +2,408 Timeline VWOB 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: not reported; 2024Q4: 72,350 shares; 2025Q1: 73,280 shares; 2025Q2: 76,806 shares; 2025Q3: 97,135 shares 97,135 $6.5M 0.94% +20,329 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: 48,246 shares; 2024Q4: 51,455 shares; 2025Q1: 41,344 shares; 2025Q2: 30,088 shares; 2025Q3: 38,913 shares 38,913 $6.11M 0.88% +8,825 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: 8,411 shares; 2024Q4: 8,356 shares; 2025Q1: 11,680 shares; 2025Q2: 12,920 shares; 2025Q3: 12,426 shares 12,426 $6.1M 0.88% -494 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,366 shares; 2024Q4: 94,093 shares; 2025Q1: 87,654 shares; 2025Q2: 80,388 shares; 2025Q3: 66,558 shares 66,558 $6.05M 0.88% -13,830 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: 14,153 shares; 2024Q4: 22,840 shares; 2025Q1: 32,997 shares; 2025Q2: 32,961 shares; 2025Q3: 27,666 shares 27,666 $6.01M 0.87% -5,295 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 12,577 shares; 2025Q1: 13,897 shares; 2025Q2: 8,945 shares; 2025Q3: 14,323 shares 14,323 $6M 0.87% +5,378 Timeline SCYB 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: 175,936 shares; 2025Q1: 178,219 shares; 2025Q2: 188,111 shares; 2025Q3: 222,164 shares 222,164 $5.94M 0.86% +34,053 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: 10,955 shares; 2024Q4: 10,824 shares; 2025Q1: 12,061 shares; 2025Q2: 12,550 shares; 2025Q3: 13,232 shares 13,232 $5.88M 0.85% +682 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,751 shares; 2024Q4: 28,358 shares; 2025Q1: 27,754 shares; 2025Q2: 28,350 shares; 2025Q3: 18,466 shares 18,466 $5.79M 0.84% -9,884 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,364 shares; 2024Q4: 17,150 shares; 2025Q1: 6,325 shares; 2025Q2: 20,549 shares; 2025Q3: 35,019 shares 35,019 $5.72M 0.83% +14,470 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 23,926 shares; 2025Q2: 50,167 shares; 2025Q3: 66,034 shares 66,034 $5.45M 0.79% +15,867 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: 20,847 shares; 2024Q4: 18,312 shares; 2025Q1: 20,408 shares; 2025Q2: 21,033 shares; 2025Q3: 21,905 shares 21,905 $5.33M 0.77% +872 Timeline SCHQ 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: 141,803 shares; 2025Q1: 146,342 shares; 2025Q2: 157,688 shares; 2025Q3: 157,164 shares 157,164 $5.08M 0.73% -524 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,442 shares 261,442 $5M 0.72% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 249,319 shares 249,319 $4.93M 0.71% new 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: 50,624 shares; 2024Q4: 55,202 shares; 2025Q1: 72,400 shares; 2025Q2: 79,691 shares; 2025Q3: 55,347 shares 55,347 $4.64M 0.67% -24,344 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,942 shares; 2024Q4: 40,397 shares; 2025Q1: 50,715 shares; 2025Q2: 41,279 shares; 2025Q3: 32,637 shares 32,637 $4.63M 0.67% -8,642 Timeline SCHE 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: 41,695 shares; 2025Q2: 75,184 shares; 2025Q3: 129,759 shares 129,759 $4.33M 0.63% +54,575 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 15,701 shares; 2025Q1: 46,205 shares; 2025Q2: 63,469 shares; 2025Q3: 63,760 shares 63,760 $4.28M 0.62% +291 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,205 shares; 2025Q3: 35,614 shares 35,614 $4.03M 0.58% +5,409 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,087 shares; 2025Q1: 3,009 shares; 2025Q2: 18,503 shares; 2025Q3: 32,446 shares 32,446 $3.8M 0.55% +13,943 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 3,306 shares; 2025Q1: 3,506 shares; 2025Q2: 29,528 shares; 2025Q3: 28,368 shares 28,368 $3.77M 0.55% -1,160 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: 27,818 shares; 2025Q2: 120,593 shares; 2025Q3: 158,038 shares 158,038 $3.68M 0.53% +37,445 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: 14,488 shares; 2024Q4: 14,628 shares; 2025Q1: 18,032 shares; 2025Q2: 20,328 shares; 2025Q3: 15,719 shares 15,719 $3.64M 0.53% -4,609 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: 10,288 shares; 2024Q4: 14,434 shares; 2025Q1: 16,203 shares; 2025Q2: 11,855 shares; 2025Q3: 17,499 shares 17,499 $3.62M 0.52% +5,644 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,129 shares; 2024Q4: 111,370 shares; 2025Q1: 121,679 shares; 2025Q2: 161,142 shares; 2025Q3: 111,080 shares 111,080 $3.56M 0.52% -50,062 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,458 shares 81,458 $3.36M 0.49% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,756 shares; 2025Q3: 92,215 shares 92,215 $3.25M 0.47% +85,459 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 22,305 shares; 2025Q1: 39,732 shares; 2025Q2: 46,287 shares; 2025Q3: 43,000 shares 43,000 $3.25M 0.47% -3,287 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: 26,555 shares; 2024Q4: 23,525 shares; 2025Q1: 34,805 shares; 2025Q2: 31,633 shares; 2025Q3: 16,808 shares 16,808 $3.24M 0.47% -14,825 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: 35,256 shares; 2024Q4: 39,379 shares; 2025Q1: 32,396 shares; 2025Q2: 22,177 shares; 2025Q3: 14,242 shares 14,242 $3.16M 0.46% -7,935 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: 7,186 shares; 2024Q4: 6,807 shares; 2025Q1: 6,523 shares; 2025Q2: 9,837 shares; 2025Q3: 10,881 shares 10,881 $3.07M 0.44% +1,044 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,880 shares; 2024Q4: 20,316 shares; 2025Q1: 35,302 shares; 2025Q2: 19,439 shares; 2025Q3: 40,392 shares 40,392 $3.06M 0.44% +20,953 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: 133,163 shares; 2024Q4: 131,606 shares; 2025Q1: 56,689 shares; 2025Q2: 56,565 shares; 2025Q3: 57,029 shares 57,029 $2.94M 0.43% +464 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: 41,016 shares; 2024Q4: 43,661 shares; 2025Q1: 66,239 shares; 2025Q2: 58,166 shares; 2025Q3: 35,876 shares 35,876 $2.92M 0.42% -22,290 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: 15,193 shares; 2024Q4: 15,018 shares; 2025Q1: 18,012 shares; 2025Q2: 12,706 shares; 2025Q3: 8,512 shares 8,512 $2.83M 0.41% -4,194 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 18,117 shares; 2025Q1: 5,961 shares; 2025Q2: 29,893 shares; 2025Q3: 81,361 shares 81,361 $2.8M 0.4% +51,468 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,875 shares; 2024Q4: 11,891 shares; 2025Q1: 10,248 shares; 2025Q2: 28,968 shares; 2025Q3: 22,878 shares 22,878 $2.78M 0.4% -6,090 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: 6,266 shares; 2024Q4: 6,406 shares; 2025Q1: 7,249 shares; 2025Q2: 7,700 shares; 2025Q3: 8,111 shares 8,111 $2.77M 0.4% +411 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 8,427 shares; 2025Q1: 11,249 shares; 2025Q2: 10,376 shares; 2025Q3: 12,089 shares 12,089 $2.75M 0.4% +1,713 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 8,886 shares; 2025Q3: 27,593 shares 27,593 $2.6M 0.38% +18,707 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,578 shares; 2025Q2: 16,990 shares; 2025Q3: 25,109 shares 25,109 $2.59M 0.37% +8,119 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: 18,532 shares; 2024Q4: 7,195 shares; 2025Q1: 8,320 shares; 2025Q2: 8,240 shares; 2025Q3: 9,002 shares 9,002 $2.53M 0.37% +762 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,629 shares; 2025Q1: 1,824 shares; 2025Q2: 1,900 shares; 2025Q3: 1,986 shares 1,986 $2.38M 0.34% +86 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,062 shares; 2024Q4: 28,700 shares; 2025Q1: 39,313 shares; 2025Q2: 56,128 shares; 2025Q3: 44,238 shares 44,238 $2.38M 0.34% -11,890 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: 17,935 shares; 2025Q1: not reported; 2025Q2: 20,129 shares; 2025Q3: 17,390 shares 17,390 $2.33M 0.34% -2,739 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: 17,894 shares; 2024Q4: 17,086 shares; 2025Q1: 18,776 shares; 2025Q2: 19,367 shares; 2025Q3: 20,285 shares 20,285 $2.29M 0.33% +918 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,604 shares; 2024Q4: 31,135 shares; 2025Q1: 25,848 shares; 2025Q2: 24,136 shares; 2025Q3: 15,801 shares 15,801 $2.24M 0.32% -8,335 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: 3,288 shares; 2024Q4: 3,163 shares; 2025Q1: 3,466 shares; 2025Q2: 3,639 shares; 2025Q3: 3,906 shares 3,906 $2.22M 0.32% +267 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,197 shares; 2025Q1: 2,408 shares; 2025Q2: 11,415 shares; 2025Q3: 19,355 shares 19,355 $2.17M 0.31% +7,940 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: not reported; 2024Q4: 18,301 shares; 2025Q1: 20,551 shares; 2025Q2: 19,284 shares; 2025Q3: 20,616 shares 20,616 $2.12M 0.31% +1,332 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,167 shares; 2024Q4: 23,681 shares; 2025Q1: 35,763 shares; 2025Q2: 21,384 shares; 2025Q3: 10,763 shares 10,763 $2.1M 0.3% -10,621 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 11,385 shares; 2025Q3: 41,101 shares 41,101 $2.09M 0.3% +29,716 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 4,144 shares; 2025Q3: 4,727 shares 4,727 $2.01M 0.29% +583 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,278 shares 12,278 $1.99M 0.29% new 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: not reported; 2024Q4: 1,694 shares; 2025Q1: 1,894 shares; 2025Q2: 1,994 shares; 2025Q3: 2,126 shares 2,126 $1.97M 0.28% +132 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: 931 shares; 2025Q2: 971 shares; 2025Q3: 8,294 shares 8,294 $1.95M 0.28% +7,323 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,357 shares; 2025Q2: 83,759 shares; 2025Q3: 78,794 shares 78,794 $1.94M 0.28% -4,965 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: 3,919 shares; 2024Q4: 3,796 shares; 2025Q1: 4,277 shares; 2025Q2: 4,461 shares; 2025Q3: 4,759 shares 4,759 $1.93M 0.28% +298 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,250 shares; 2025Q1: 56,656 shares; 2025Q2: 61,472 shares; 2025Q3: 67,871 shares 67,871 $1.93M 0.28% +6,399 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: 1,245 shares; 2024Q4: 10,898 shares; 2025Q1: 11,773 shares; 2025Q2: 11,471 shares; 2025Q3: 12,344 shares 12,344 $1.9M 0.27% +873 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: 3,425 shares; 2024Q4: 6,876 shares; 2025Q1: 5,732 shares; 2025Q2: 6,227 shares; 2025Q3: 15,060 shares 15,060 $1.87M 0.27% +8,833 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,461 shares; 2025Q1: 20,570 shares; 2025Q2: 7,871 shares; 2025Q3: 24,288 shares 24,288 $1.87M 0.27% +16,417 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 7,984 shares; 2025Q1: 9,095 shares; 2025Q2: 9,934 shares; 2025Q3: 10,247 shares 10,247 $1.87M 0.27% +313 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,859 shares; 2024Q4: 53,132 shares; 2025Q1: 62,194 shares; 2025Q2: 25,551 shares; 2025Q3: 27,212 shares 27,212 $1.84M 0.27% +1,661 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,218 shares 24,218 $1.7M 0.25% new 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: 8,960 shares; 2024Q4: 9,097 shares; 2025Q1: 3,975 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares 3,209 $1.53M 0.22% 0 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,877 shares 59,877 $1.5M 0.22% new Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,879 shares 59,879 $1.5M 0.22% new Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,712 shares 59,712 $1.5M 0.22% new Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,793 shares 59,793 $1.5M 0.22% new 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: 7,392 shares; 2024Q4: 6,535 shares; 2025Q1: 7,118 shares; 2025Q2: 7,337 shares; 2025Q3: 9,340 shares 9,340 $1.45M 0.21% +2,003 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: not reported; 2024Q4: 4,063 shares; 2025Q1: 4,424 shares; 2025Q2: 4,609 shares; 2025Q3: 4,814 shares 4,814 $1.45M 0.21% +205 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,533 shares; 2025Q1: 9,677 shares; 2025Q2: 6,736 shares; 2025Q3: 7,083 shares 7,083 $1.43M 0.21% +347 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 913 shares; 2025Q1: 1,835 shares; 2025Q2: 2,134 shares; 2025Q3: 1,722 shares 1,722 $1.42M 0.21% -412 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: not reported; 2024Q4: not reported; 2025Q1: 6,020 shares; 2025Q2: 7,235 shares; 2025Q3: 16,047 shares 16,047 $1.35M 0.19% +8,812 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: 2,218 shares; 2024Q4: 3,799 shares; 2025Q1: 4,649 shares; 2025Q2: 5,800 shares; 2025Q3: 4,072 shares 4,072 $1.34M 0.19% -1,728 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,519 shares; 2025Q3: 21,713 shares 21,713 $1.31M 0.19% +12,194 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,710 shares; 2025Q2: 9,998 shares; 2025Q3: 9,781 shares 9,781 $1.28M 0.18% -217 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,700 shares; 2025Q1: 4,070 shares; 2025Q2: 4,775 shares; 2025Q3: 5,253 shares 5,253 $1.25M 0.18% +478 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: 6,382 shares; 2024Q4: 6,269 shares; 2025Q1: 6,936 shares; 2025Q2: 7,236 shares; 2025Q3: 7,588 shares 7,588 $1.23M 0.18% +352 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,967 shares; 2025Q2: 26,967 shares; 2025Q3: 40,288 shares 40,288 $1.19M 0.17% +13,321 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: 21,541 shares; 2024Q4: 15,111 shares; 2025Q1: 7,996 shares; 2025Q2: 6,766 shares; 2025Q3: 5,808 shares 5,808 $1.19M 0.17% -958 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 2,854 shares; 2025Q2: 5,082 shares; 2025Q3: 6,778 shares 6,778 $1.17M 0.17% +1,696 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,434 shares 45,434 $1.16M 0.17% new Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,962 shares 46,962 $1.16M 0.17% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 3,770 shares; 2025Q1: 3,362 shares; 2025Q2: 5,364 shares; 2025Q3: 5,901 shares 5,901 $1.16M 0.17% +537 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,181 shares 56,181 $1.16M 0.17% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 16,647 shares 16,647 $1.15M 0.17% +5,577 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: 1,276 shares; 2024Q4: 1,219 shares; 2025Q1: 1,326 shares; 2025Q2: 1,389 shares; 2025Q3: 1,437 shares 1,437 $1.14M 0.17% +48 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: 16,965 shares; 2024Q4: 13,564 shares; 2025Q1: 14,942 shares; 2025Q2: 15,795 shares; 2025Q3: 17,138 shares 17,138 $1.14M 0.16% +1,343 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,304 shares; 2025Q2: 18,031 shares; 2025Q3: 23,266 shares 23,266 $1.13M 0.16% +5,235 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 11,983 shares; 2025Q3: 22,925 shares 22,925 $1.1M 0.16% +10,942 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,873 shares; 2025Q3: 6,110 shares 6,110 $1.09M 0.16% -763 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,385 shares; 2025Q2: 14,684 shares; 2025Q3: 18,517 shares 18,517 $1.06M 0.15% +3,833 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: 1,880 shares; 2024Q4: 1,844 shares; 2025Q1: 2,034 shares; 2025Q2: 2,117 shares; 2025Q3: 2,222 shares 2,222 $1.06M 0.15% +105 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: 2,862 shares; 2024Q4: 2,786 shares; 2025Q1: 3,057 shares; 2025Q2: 3,209 shares; 2025Q3: 3,428 shares 3,428 $1.04M 0.15% +219 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: 3,748 shares; 2024Q4: 3,508 shares; 2025Q1: 3,991 shares; 2025Q2: 4,170 shares; 2025Q3: 4,359 shares 4,359 $1.03M 0.15% +189 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,570 shares; 2025Q1: 23,104 shares; 2025Q2: 26,065 shares; 2025Q3: 25,380 shares 25,380 $1M 0.14% -685 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 735 shares; 2025Q1: 1,528 shares; 2025Q2: 1,974 shares; 2025Q3: 2,333 shares 2,333 $992K 0.14% +359 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: 7,286 shares; 2024Q4: 7,035 shares; 2025Q1: 7,724 shares; 2025Q2: 8,114 shares; 2025Q3: 8,619 shares 8,619 $987K 0.14% +505 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: 28,308 shares; 2024Q4: 27,436 shares; 2025Q1: 30,460 shares; 2025Q2: 32,277 shares; 2025Q3: 34,497 shares 34,497 $974K 0.14% +2,220 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,640 shares; 2025Q3: 9,525 shares 9,525 $963K 0.14% +2,885 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: 7,988 shares; 2024Q4: 7,826 shares; 2025Q1: 8,627 shares; 2025Q2: 9,366 shares; 2025Q3: 9,796 shares 9,796 $960K 0.14% +430 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 13,557 shares; 2025Q3: 13,080 shares 13,080 $943K 0.14% -477 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: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 3,068 shares; 2025Q3: 4,958 shares 4,958 $919K 0.13% +1,890 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: 5,432 shares; 2024Q4: 5,299 shares; 2025Q1: 5,841 shares; 2025Q2: 6,139 shares; 2025Q3: 6,527 shares 6,527 $917K 0.13% +388 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: 7,566 shares; 2024Q4: 7,163 shares; 2025Q1: 7,801 shares; 2025Q2: 8,357 shares; 2025Q3: 8,985 shares 8,985 $912K 0.13% +628 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: 4,952 shares; 2024Q4: 4,755 shares; 2025Q1: 5,205 shares; 2025Q2: 5,471 shares; 2025Q3: 5,704 shares 5,704 $907K 0.13% +233 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: 809 shares; 2024Q4: 798 shares; 2025Q1: 888 shares; 2025Q2: 928 shares; 2025Q3: 977 shares 977 $899K 0.13% +49 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 24,061 shares 24,061 $884K 0.13% new 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: 2,411 shares; 2024Q4: 1,715 shares; 2025Q1: 1,971 shares; 2025Q2: 2,355 shares; 2025Q3: 2,495 shares 2,495 $880K 0.13% +140 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: 1,081 shares; 2024Q4: 1,057 shares; 2025Q1: 1,170 shares; 2025Q2: 1,223 shares; 2025Q3: 1,287 shares 1,287 $879K 0.13% +64 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: 4,325 shares; 2024Q4: 4,283 shares; 2025Q1: 4,784 shares; 2025Q2: 4,989 shares; 2025Q3: 5,251 shares 5,251 $879K 0.13% +262 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 6,532 shares; 2025Q1: 12,067 shares; 2025Q2: 6,533 shares; 2025Q3: 12,389 shares 12,389 $864K 0.13% +5,856 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 12,916 shares; 2025Q3: 21,206 shares 21,206 $858K 0.12% +8,290 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 857 shares; 2025Q1: 2,510 shares; 2025Q2: 3,169 shares; 2025Q3: 3,350 shares 3,350 $851K 0.12% +181 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 3,487 shares; 2025Q3: 4,114 shares 4,114 $843K 0.12% +627 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: 6,788 shares; 2025Q3: 7,535 shares 7,535 $842K 0.12% +747 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 3,395 shares; 2025Q3: 5,856 shares 5,856 $839K 0.12% +2,461 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: 389 shares; 2024Q4: 128 shares; 2025Q1: 140 shares; 2025Q2: 145 shares; 2025Q3: 152 shares 152 $821K 0.12% +7 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: 16,653 shares; 2024Q4: 15,001 shares; 2025Q1: 16,436 shares; 2025Q2: 17,304 shares; 2025Q3: 18,158 shares 18,158 $798K 0.12% +854 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 982 shares; 2025Q1: 1,077 shares; 2025Q2: 1,127 shares; 2025Q3: 1,738 shares 1,738 $795K 0.11% +611 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,338 shares; 2025Q2: 10,181 shares; 2025Q3: 10,177 shares 10,177 $792K 0.11% -4 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,186 shares; 2025Q2: 1,224 shares; 2025Q3: 1,276 shares 1,276 $785K 0.11% +52 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: 3,567 shares; 2024Q4: 3,519 shares; 2025Q1: 3,906 shares; 2025Q2: 4,068 shares; 2025Q3: 4,270 shares 4,270 $785K 0.11% +202 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 4,160 shares; 2025Q2: 9,962 shares; 2025Q3: 10,239 shares 10,239 $785K 0.11% +277 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: 4,493 shares; 2024Q4: 4,381 shares; 2025Q1: 4,781 shares; 2025Q2: 4,998 shares; 2025Q3: 5,405 shares 5,405 $781K 0.11% +407 Timeline VC VISTEON CORP More: the full row for VISTEON 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: 6,039 shares; 2025Q2: 8,164 shares; 2025Q3: 6,487 shares 6,487 $778K 0.11% -1,677 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 8,894 shares; 2025Q2: 16,574 shares; 2025Q3: 16,020 shares 16,020 $776K 0.11% -554 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: 532 shares; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 665 shares 665 $775K 0.11% +28 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: 6,603 shares; 2024Q4: 5,943 shares; 2025Q1: 6,570 shares; 2025Q2: 7,670 shares; 2025Q3: 8,083 shares 8,083 $772K 0.11% +413 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: 17,160 shares; 2025Q3: 26,408 shares 26,408 $769K 0.11% +9,248 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 9,816 shares; 2025Q1: 15,780 shares; 2025Q2: 12,720 shares; 2025Q3: 2,957 shares 2,957 $753K 0.11% -9,763 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: 2,492 shares; 2024Q4: 2,427 shares; 2025Q1: 2,663 shares; 2025Q2: 2,808 shares; 2025Q3: 3,046 shares 3,046 $751K 0.11% +238 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: 1,398 shares; 2024Q4: 1,375 shares; 2025Q1: 1,528 shares; 2025Q2: 1,601 shares; 2025Q3: 1,673 shares 1,673 $748K 0.11% +72 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: 8,125 shares; 2024Q4: 7,959 shares; 2025Q1: 8,800 shares; 2025Q2: 9,232 shares; 2025Q3: 9,830 shares 9,830 $742K 0.11% +598 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,231 shares; 2025Q1: 1,352 shares; 2025Q2: 1,375 shares; 2025Q3: 1,494 shares 1,494 $727K 0.11% +119 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 22,883 shares; 2025Q3: 22,882 shares 22,882 $721K 0.1% -1 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: 7,091 shares; 2024Q4: 7,615 shares; 2025Q1: 6,915 shares; 2025Q2: 7,237 shares; 2025Q3: 7,606 shares 7,606 $719K 0.1% +369 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: not reported; 2024Q4: 4,493 shares; 2025Q1: 13,305 shares; 2025Q2: 15,642 shares; 2025Q3: 14,243 shares 14,243 $718K 0.1% -1,399 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: 4,759 shares; 2024Q4: 4,649 shares; 2025Q1: 5,129 shares; 2025Q2: 5,398 shares; 2025Q3: 5,716 shares 5,716 $707K 0.1% +318 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 14,234 shares; 2025Q3: 19,370 shares 19,370 $696K 0.1% +5,136 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,245 shares; 2025Q1: 2,441 shares; 2025Q2: 3,298 shares; 2025Q3: 3,697 shares 3,697 $694K 0.1% +399 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: 1,586 shares; 2024Q4: 1,539 shares; 2025Q1: 1,683 shares; 2025Q2: 1,754 shares; 2025Q3: 1,837 shares 1,837 $687K 0.1% +83 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: 2,316 shares; 2024Q4: 2,271 shares; 2025Q1: 2,494 shares; 2025Q2: 2,631 shares; 2025Q3: 2,763 shares 2,763 $682K 0.1% +132 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: 3,862 shares; 2025Q1: not reported; 2025Q2: 4,418 shares; 2025Q3: 4,627 shares 4,627 $674K 0.1% +209 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: 5,817 shares; 2024Q4: 5,705 shares; 2025Q1: 6,282 shares; 2025Q2: 6,626 shares; 2025Q3: 6,897 shares 6,897 $673K 0.1% +271 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: 2,046 shares; 2024Q4: 770 shares; 2025Q1: 570 shares; 2025Q2: 595 shares; 2025Q3: 620 shares 620 $669K 0.1% +25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,201 shares; 2025Q1: 2,403 shares; 2025Q2: 2,509 shares; 2025Q3: 2,634 shares 2,634 $662K 0.1% +125 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,344 shares; 2025Q1: 2,539 shares; 2025Q2: 2,644 shares; 2025Q3: 2,752 shares 2,752 $650K 0.09% +108 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,731 shares 24,731 $641K 0.09% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 421 shares; 2025Q1: 1,003 shares; 2025Q2: 1,330 shares; 2025Q3: 1,426 shares 1,426 $639K 0.09% +96 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,600 shares 27,600 $638K 0.09% new 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: 1,267 shares; 2024Q4: 2,514 shares; 2025Q1: 2,779 shares; 2025Q2: 2,924 shares; 2025Q3: 3,109 shares 3,109 $633K 0.09% +185 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: 1,502 shares; 2024Q4: 1,423 shares; 2025Q1: 1,565 shares; 2025Q2: 33,061 shares; 2025Q3: 2,972 shares 2,972 $632K 0.09% -30,089 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: 16,722 shares; 2024Q4: 16,580 shares; 2025Q1: 15,035 shares; 2025Q2: 17,802 shares; 2025Q3: 18,810 shares 18,810 $631K 0.09% +1,008 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 4,655 shares; 2025Q3: 7,851 shares 7,851 $622K 0.09% +3,196 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: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 1,018 shares; 2025Q3: 933 shares 933 $622K 0.09% -85 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,781 shares; 2025Q3: 3,069 shares 3,069 $616K 0.09% +1,288 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: 2,174 shares; 2024Q4: 5,297 shares; 2025Q1: 3,467 shares; 2025Q2: 3,706 shares; 2025Q3: 3,595 shares 3,595 $612K 0.09% -111 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: 1,416 shares; 2024Q4: 1,334 shares; 2025Q1: 1,471 shares; 2025Q2: 1,557 shares; 2025Q3: 1,650 shares 1,650 $610K 0.09% +93 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: 1,501 shares; 2024Q4: 1,601 shares; 2025Q1: 1,837 shares; 2025Q2: 1,999 shares; 2025Q3: 1,406 shares 1,406 $594K 0.09% -593 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: 1,898 shares; 2024Q4: 4,467 shares; 2025Q1: 2,680 shares; 2025Q2: 3,209 shares; 2025Q3: 3,630 shares 3,630 $589K 0.09% +421 Timeline AAON AAON INC More: the full row for AAON 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: 3,027 shares; 2025Q3: 6,244 shares 6,244 $583K 0.08% +3,217 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: 2,811 shares; 2024Q4: 2,771 shares; 2025Q1: 2,997 shares; 2025Q2: 3,238 shares; 2025Q3: 3,394 shares 3,394 $580K 0.08% +156 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: 5,280 shares; 2024Q4: 4,969 shares; 2025Q1: 5,470 shares; 2025Q2: 5,775 shares; 2025Q3: 6,080 shares 6,080 $579K 0.08% +305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,549 shares; 2025Q3: 7,003 shares 7,003 $577K 0.08% +2,454 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,918 shares; 2025Q1: 2,119 shares; 2025Q2: 2,217 shares; 2025Q3: 2,324 shares 2,324 $571K 0.08% +107 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: 1,622 shares; 2024Q4: 1,574 shares; 2025Q1: 1,733 shares; 2025Q2: 1,818 shares; 2025Q3: 1,914 shares 1,914 $562K 0.08% +96 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: 2,258 shares; 2024Q4: 2,414 shares; 2025Q1: 2,651 shares; 2025Q2: 2,933 shares; 2025Q3: 3,145 shares 3,145 $560K 0.08% +212 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: 15,624 shares; 2024Q4: 14,833 shares; 2025Q1: 16,199 shares; 2025Q2: 16,589 shares; 2025Q3: 17,780 shares 17,780 $559K 0.08% +1,191 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: 887 shares; 2024Q4: 889 shares; 2025Q1: 948 shares; 2025Q2: 1,074 shares; 2025Q3: 1,133 shares 1,133 $556K 0.08% +59 Timeline SCHZ 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: 24,161 shares; 2025Q3: 23,505 shares 23,505 $552K 0.08% -656 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: 1,744 shares; 2024Q4: 1,851 shares; 2025Q1: 2,037 shares; 2025Q2: 2,082 shares; 2025Q3: 2,299 shares 2,299 $550K 0.08% +217 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: not reported; 2025Q2: 25,053 shares; 2025Q3: 22,976 shares 22,976 $543K 0.08% -2,077 Timeline SPMD 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: 5,954 shares; 2025Q3: 9,485 shares 9,485 $542K 0.08% +3,531 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: 4,327 shares; 2024Q4: 4,239 shares; 2025Q1: 3,976 shares; 2025Q2: 3,889 shares; 2025Q3: 4,510 shares 4,510 $523K 0.08% +621 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,069 shares 23,069 $520K 0.08% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 12,874 shares; 2025Q2: 16,769 shares; 2025Q3: 12,730 shares 12,730 $518K 0.08% -4,039 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,596 shares 23,596 $518K 0.07% new 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: 3,661 shares; 2024Q4: 3,582 shares; 2025Q1: 3,937 shares; 2025Q2: 4,147 shares; 2025Q3: 4,495 shares 4,495 $515K 0.07% +348 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 737 shares; 2025Q1: 1,478 shares; 2025Q2: 1,236 shares; 2025Q3: 778 shares 778 $505K 0.07% -458 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: 1,607 shares; 2024Q4: 1,451 shares; 2025Q1: 1,595 shares; 2025Q2: 1,669 shares; 2025Q3: 1,772 shares 1,772 $500K 0.07% +103 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,137 shares; 2025Q3: 8,633 shares 8,633 $493K 0.07% +2,496 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 11,602 shares; 2025Q1: 5,218 shares; 2025Q2: not reported; 2025Q3: 1,516 shares 1,516 $490K 0.07% new 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: 4,324 shares; 2024Q4: 4,204 shares; 2025Q1: 4,620 shares; 2025Q2: 4,905 shares; 2025Q3: 5,142 shares 5,142 $487K 0.07% +237 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,261 shares 19,261 $485K 0.07% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,220 shares; 2025Q1: 1,347 shares; 2025Q2: 1,412 shares; 2025Q3: 1,467 shares 1,467 $483K 0.07% +55 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 2,979 shares; 2025Q1: 3,304 shares; 2025Q2: 3,477 shares; 2025Q3: 3,884 shares 3,884 $481K 0.07% +407 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 9,884 shares; 2025Q3: 18,053 shares 18,053 $479K 0.07% +8,169 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: 1,422 shares; 2024Q4: 1,383 shares; 2025Q1: 1,543 shares; 2025Q2: 1,613 shares; 2025Q3: 1,772 shares 1,772 $479K 0.07% +159 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: 898 shares; 2024Q4: 869 shares; 2025Q1: 955 shares; 2025Q2: 999 shares; 2025Q3: 1,122 shares 1,122 $473K 0.07% +123 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: 7,785 shares; 2024Q4: 14,026 shares; 2025Q1: 16,720 shares; 2025Q2: 827 shares; 2025Q3: 1,507 shares 1,507 $471K 0.07% +680 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,901 shares; 2025Q1: 2,079 shares; 2025Q2: 2,207 shares; 2025Q3: 2,308 shares 2,308 $465K 0.07% +101 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: 507 shares; 2024Q4: 497 shares; 2025Q1: 545 shares; 2025Q2: 575 shares; 2025Q3: 608 shares 608 $461K 0.07% +33 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: 4,370 shares; 2024Q4: 4,300 shares; 2025Q1: 4,744 shares; 2025Q2: 4,985 shares; 2025Q3: 5,395 shares 5,395 $456K 0.07% +410 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,210 shares; 2025Q1: 2,429 shares; 2025Q2: 2,575 shares; 2025Q3: 2,680 shares 2,680 $452K 0.07% +105 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 2,539 shares 2,539 $451K 0.07% -296 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: 1,077 shares; 2024Q4: 1,055 shares; 2025Q1: 1,157 shares; 2025Q2: 1,226 shares; 2025Q3: 1,277 shares 1,277 $449K 0.06% +51 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: 521 shares; 2024Q4: 494 shares; 2025Q1: 527 shares; 2025Q2: 552 shares; 2025Q3: 580 shares 580 $448K 0.06% +28 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,272 shares; 2025Q1: 1,435 shares; 2025Q2: 1,698 shares; 2025Q3: 1,627 shares 1,627 $443K 0.06% -71 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: not reported; 2024Q4: 436 shares; 2025Q1: 696 shares; 2025Q2: 705 shares; 2025Q3: 883 shares 883 $441K 0.06% +178 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 542 shares; 2025Q2: 582 shares; 2025Q3: 628 shares 628 $438K 0.06% +46 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: 4,562 shares; 2024Q4: not reported; 2025Q1: 4,813 shares; 2025Q2: 4,987 shares; 2025Q3: 5,156 shares 5,156 $435K 0.06% +169 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: 232 shares; 2024Q4: 223 shares; 2025Q1: 243 shares; 2025Q2: 3,824 shares; 2025Q3: 3,994 shares 3,994 $431K 0.06% +170 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: 606 shares; 2024Q4: 593 shares; 2025Q1: 662 shares; 2025Q2: 691 shares; 2025Q3: 864 shares 864 $426K 0.06% +173 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: 4,925 shares; 2024Q4: 4,761 shares; 2025Q1: 5,188 shares; 2025Q2: 5,454 shares; 2025Q3: 6,720 shares 6,720 $426K 0.06% +1,266 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,806 shares; 2025Q1: 1,986 shares; 2025Q2: 2,095 shares; 2025Q3: 2,196 shares 2,196 $422K 0.06% +101 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: 1,588 shares; 2024Q4: 1,553 shares; 2025Q1: 1,708 shares; 2025Q2: 1,802 shares; 2025Q3: 1,897 shares 1,897 $419K 0.06% +95 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: not reported; 2024Q4: 5,107 shares; 2025Q1: 5,624 shares; 2025Q2: 5,958 shares; 2025Q3: 6,071 shares 6,071 $409K 0.06% +113 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 709 shares; 2025Q1: 985 shares; 2025Q2: 1,117 shares; 2025Q3: 1,218 shares 1,218 $392K 0.06% +101 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: 2,191 shares; 2024Q4: 2,114 shares; 2025Q1: 2,316 shares; 2025Q2: 2,413 shares; 2025Q3: 2,503 shares 2,503 $388K 0.06% +90 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: 15,139 shares; 2024Q4: 18,443 shares; 2025Q1: 20,400 shares; 2025Q2: 9,016 shares; 2025Q3: 8,570 shares 8,570 $387K 0.06% -446 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 2,629 shares; 2025Q3: 2,783 shares 2,783 $386K 0.06% +154 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: 2,262 shares; 2024Q4: 2,211 shares; 2025Q1: 2,417 shares; 2025Q2: 2,521 shares; 2025Q3: 2,936 shares 2,936 $385K 0.06% +415 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 10,590 shares; 2025Q1: 26,948 shares; 2025Q2: 23,461 shares; 2025Q3: 17,874 shares 17,874 $384K 0.06% -5,587 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: 1,376 shares; 2024Q4: 1,310 shares; 2025Q1: 1,465 shares; 2025Q2: 1,541 shares; 2025Q3: 1,859 shares 1,859 $382K 0.06% +318 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: 5,324 shares; 2024Q4: 5,171 shares; 2025Q1: 5,697 shares; 2025Q2: 5,794 shares; 2025Q3: 6,069 shares 6,069 $379K 0.05% +275 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,645 shares; 2025Q1: 2,939 shares; 2025Q2: 3,028 shares; 2025Q3: 3,162 shares 3,162 $379K 0.05% +134 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: 929 shares; 2024Q4: 899 shares; 2025Q1: 992 shares; 2025Q2: 1,036 shares; 2025Q3: 1,081 shares 1,081 $374K 0.05% +45 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: 6,174 shares; 2024Q4: 5,953 shares; 2025Q1: 6,557 shares; 2025Q2: 6,908 shares; 2025Q3: 7,719 shares 7,719 $373K 0.05% +811 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: 1,575 shares; 2024Q4: 1,530 shares; 2025Q1: 1,679 shares; 2025Q2: 1,764 shares; 2025Q3: 1,848 shares 1,848 $371K 0.05% +84 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: 850 shares; 2024Q4: 841 shares; 2025Q1: 1,075 shares; 2025Q2: 1,136 shares; 2025Q3: 1,195 shares 1,195 $370K 0.05% +59 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 411 shares; 2025Q2: 438 shares; 2025Q3: 472 shares 472 $370K 0.05% +34 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,709 shares; 2025Q2: 1,793 shares; 2025Q3: 1,879 shares 1,879 $369K 0.05% +86 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: 3,053 shares; 2024Q4: 2,898 shares; 2025Q1: 3,099 shares; 2025Q2: 3,224 shares; 2025Q3: 3,381 shares 3,381 $368K 0.05% +157 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 1,001 shares; 2025Q2: 1,070 shares; 2025Q3: 1,122 shares 1,122 $363K 0.05% +52 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 653 shares; 2025Q1: 711 shares; 2025Q2: 750 shares; 2025Q3: 792 shares 792 $362K 0.05% +42 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM 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: not reported; 2025Q2: 5,889 shares; 2025Q3: 6,288 shares 6,288 $356K 0.05% +399 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: 779 shares; 2024Q4: 810 shares; 2025Q1: 891 shares; 2025Q2: 936 shares; 2025Q3: 980 shares 980 $349K 0.05% +44 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,685 shares; 2025Q3: 6,072 shares 6,072 $348K 0.05% +387 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 211 shares; 2025Q1: 231 shares; 2025Q2: 248 shares; 2025Q3: 261 shares 261 $344K 0.05% +13 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: 1,182 shares; 2024Q4: 1,089 shares; 2025Q1: 1,203 shares; 2025Q2: 1,251 shares; 2025Q3: 1,316 shares 1,316 $343K 0.05% +65 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 2,271 shares; 2025Q3: 2,588 shares 2,588 $342K 0.05% +317 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares 1,305 $341K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,345 shares; 2025Q1: 3,713 shares; 2025Q2: 3,868 shares; 2025Q3: 4,042 shares 4,042 $340K 0.05% +174 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: 2,684 shares; 2024Q4: 2,580 shares; 2025Q1: 2,802 shares; 2025Q2: 2,953 shares; 2025Q3: 3,085 shares 3,085 $339K 0.05% +132 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,775 shares; 2024Q4: 33,115 shares; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,477 shares 6,477 $339K 0.05% +1,238 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 593 shares; 2025Q1: 648 shares; 2025Q2: 681 shares; 2025Q3: 710 shares 710 $338K 0.05% +29 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H 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: 5,100 shares; 2025Q3: 5,100 shares 5,100 $338K 0.05% 0 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: 68 shares; 2024Q4: 66 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 78 shares 78 $335K 0.05% +3 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 1,465 shares; 2025Q1: 914 shares; 2025Q2: 961 shares; 2025Q3: 1,043 shares 1,043 $331K 0.05% +82 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,191 shares; 2025Q1: 2,408 shares; 2025Q2: 2,474 shares; 2025Q3: 2,537 shares 2,537 $327K 0.05% +63 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: 1,012 shares; 2024Q4: 971 shares; 2025Q1: 1,079 shares; 2025Q2: 1,140 shares; 2025Q3: 1,194 shares 1,194 $327K 0.05% +54 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 965 shares 965 $326K 0.05% +46 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: not reported; 2025Q1: 2,260 shares; 2025Q2: 2,377 shares; 2025Q3: 2,892 shares 2,892 $325K 0.05% +515 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares 4,968 $323K 0.05% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG 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: 1,847 shares; 2025Q2: 2,125 shares; 2025Q3: 2,026 shares 2,026 $323K 0.05% -99 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,970 shares; 2025Q3: 8,037 shares 8,037 $318K 0.05% +67 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: 896 shares; 2024Q4: 873 shares; 2025Q1: 962 shares; 2025Q2: 1,005 shares; 2025Q3: 1,057 shares 1,057 $318K 0.05% +52 Timeline SCHR 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: 12,542 shares; 2025Q1: 12,542 shares; 2025Q2: 13,407 shares; 2025Q3: 12,542 shares 12,542 $315K 0.05% -865 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 753 shares 753 $312K 0.05% +95 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,379 shares 1,379 $311K 0.05% +64 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: 7,753 shares; 2024Q4: 7,463 shares; 2025Q1: 8,226 shares; 2025Q2: 8,406 shares; 2025Q3: 8,754 shares 8,754 $311K 0.04% +348 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,733 shares; 2025Q2: 9,516 shares; 2025Q3: 5,979 shares 5,979 $309K 0.04% -3,537 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: 2,509 shares; 2024Q4: 2,454 shares; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 3,402 shares 3,402 $306K 0.04% +439 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 1,386 shares 1,386 $304K 0.04% +57 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: 3,291 shares; 2024Q4: 3,184 shares; 2025Q1: 3,504 shares; 2025Q2: 3,641 shares; 2025Q3: 3,800 shares 3,800 $304K 0.04% +159 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,773 shares; 2025Q2: 1,832 shares; 2025Q3: 2,045 shares 2,045 $299K 0.04% +213 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,331 shares; 2025Q3: 1,364 shares 1,364 $293K 0.04% +33 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: 2,916 shares; 2024Q4: 2,875 shares; 2025Q1: 3,164 shares; 2025Q2: 3,336 shares; 2025Q3: 3,499 shares 3,499 $292K 0.04% +163 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: 905 shares; 2024Q4: 867 shares; 2025Q1: 953 shares; 2025Q2: 1,003 shares; 2025Q3: 1,044 shares 1,044 $292K 0.04% +41 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: 265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 301 shares 301 $287K 0.04% +11 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,478 shares; 2025Q3: 1,491 shares 1,491 $284K 0.04% +13 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 928 shares; 2025Q1: 1,019 shares; 2025Q2: 1,046 shares; 2025Q3: 1,084 shares 1,084 $281K 0.04% +38 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,752 shares; 2025Q3: 3,276 shares 3,276 $280K 0.04% -1,476 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,282 shares; 2024Q4: 5,140 shares; 2025Q1: 5,623 shares; 2025Q2: 5,797 shares; 2025Q3: 6,116 shares 6,116 $280K 0.04% +319 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: 872 shares; 2024Q4: 859 shares; 2025Q1: 944 shares; 2025Q2: 976 shares; 2025Q3: 1,023 shares 1,023 $279K 0.04% +47 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 611 shares 611 $279K 0.04% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,068 shares 4,068 $274K 0.04% new 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: 1,237 shares; 2024Q4: 1,268 shares; 2025Q1: 1,407 shares; 2025Q2: 1,510 shares; 2025Q3: 1,581 shares 1,581 $273K 0.04% +71 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: 4,557 shares; 2024Q4: 4,206 shares; 2025Q1: 4,265 shares; 2025Q2: 4,334 shares; 2025Q3: 4,470 shares 4,470 $273K 0.04% +136 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: 964 shares; 2024Q4: 864 shares; 2025Q1: 958 shares; 2025Q2: 996 shares; 2025Q3: 1,038 shares 1,038 $270K 0.04% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 5,389 shares 5,389 $264K 0.04% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,750 shares 1,750 $264K 0.04% +65 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: 5,574 shares; 2024Q4: 5,555 shares; 2025Q1: 6,098 shares; 2025Q2: 6,408 shares; 2025Q3: 6,716 shares 6,716 $263K 0.04% +308 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 3,150 shares 3,150 $263K 0.04% +1,055 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: not reported; 2024Q4: 7,515 shares; 2025Q1: 8,288 shares; 2025Q2: 8,689 shares; 2025Q3: 9,285 shares 9,285 $263K 0.04% +596 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: not reported; 2024Q4: not reported; 2025Q1: 1,115 shares; 2025Q2: 1,168 shares; 2025Q3: 1,223 shares 1,223 $263K 0.04% +55 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: 423 shares; 2024Q4: 414 shares; 2025Q1: 455 shares; 2025Q2: 481 shares; 2025Q3: 526 shares 526 $262K 0.04% +45 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: not reported; 2025Q1: 1,753 shares; 2025Q2: 1,821 shares; 2025Q3: 1,893 shares 1,893 $257K 0.04% +72 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: 3,417 shares; 2024Q4: not reported; 2025Q1: 3,714 shares; 2025Q2: 3,980 shares; 2025Q3: 4,226 shares 4,226 $257K 0.04% +246 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: 8,280 shares; 2024Q4: 2,447 shares; 2025Q1: 2,710 shares; 2025Q2: 2,847 shares; 2025Q3: 2,992 shares 2,992 $252K 0.04% +145 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 347 shares 347 $249K 0.04% +17 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,523 shares; 2025Q1: 1,654 shares; 2025Q2: 1,783 shares; 2025Q3: 1,862 shares 1,862 $248K 0.04% +79 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,240 shares; 2025Q1: 5,801 shares; 2025Q2: 6,013 shares; 2025Q3: 6,256 shares 6,256 $245K 0.04% +243 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 3,820 shares; 2025Q3: 4,006 shares 4,006 $245K 0.04% +186 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares 1,830 $244K 0.04% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,026 shares; 2025Q1: 2,354 shares; 2025Q2: 2,345 shares; 2025Q3: 2,467 shares 2,467 $243K 0.04% +122 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: 826 shares; 2024Q4: 811 shares; 2025Q1: 899 shares; 2025Q2: 958 shares; 2025Q3: 1,001 shares 1,001 $241K 0.03% +43 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 870 shares; 2025Q1: 939 shares; 2025Q2: 985 shares; 2025Q3: 1,015 shares 1,015 $239K 0.03% +30 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: 374 shares 374 $239K 0.03% new 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: 994 shares 994 $235K 0.03% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares 614 $232K 0.03% new Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 1,679 shares 1,679 $230K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares 1,504 $229K 0.03% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,441 shares 2,441 $227K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 2,923 shares 2,923 $227K 0.03% +309 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,618 shares 4,618 $225K 0.03% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 2,851 shares; 2025Q1: 3,219 shares; 2025Q2: 2,682 shares; 2025Q3: 1,618 shares 1,618 $224K 0.03% -1,064 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: 3,344 shares; 2024Q4: 3,267 shares; 2025Q1: 3,590 shares; 2025Q2: 3,606 shares; 2025Q3: 3,758 shares 3,758 $224K 0.03% +152 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares 3,263 $220K 0.03% new 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: 15,449 shares; 2024Q4: 15,144 shares; 2025Q1: 16,625 shares; 2025Q2: 17,490 shares; 2025Q3: 18,317 shares 18,317 $219K 0.03% +827 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,708 shares 2,708 $218K 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 908 shares; 2025Q3: 950 shares 950 $218K 0.03% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares 2,600 $217K 0.03% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares 839 $217K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 3,050 shares; 2025Q3: 3,195 shares 3,195 $216K 0.03% +145 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,369 shares 1,369 $216K 0.03% new 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: 2,310 shares; 2024Q4: 2,261 shares; 2025Q1: 2,476 shares; 2025Q2: 2,798 shares; 2025Q3: 2,956 shares 2,956 $216K 0.03% +158 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,090 shares; 2025Q3: 11,026 shares 11,026 $215K 0.03% +936 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: 627 shares; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 707 shares; 2025Q3: 742 shares 742 $214K 0.03% +35 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares 4,744 $214K 0.03% new Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 5,068 shares; 2025Q1: 9,709 shares; 2025Q2: 8,339 shares; 2025Q3: 6,524 shares 6,524 $212K 0.03% -1,815 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 2,606 shares; 2025Q3: 2,697 shares 2,697 $212K 0.03% +91 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,244 shares 1,244 $211K 0.03% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares 704 $210K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares 1,471 $209K 0.03% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 918 shares 918 $206K 0.03% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares 1,081 $203K 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 212 shares 212 $202K 0.03% +9 Timeline MSCI MSCI INC More: the full row for MSCI 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: 355 shares 355 $202K 0.03% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares 2,275 $201K 0.03% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,668 shares; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,158 shares 2,158 $201K 0.03% +63 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR 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: 28,407 shares; 2025Q2: 33,091 shares; 2025Q3: 39,800 shares 39,800 $199K 0.03% +6,709 Timeline PCG PG&E CORP More: the full row for PG&E 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: 10,317 shares 10,317 $156K 0.02% new Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 16,037 shares; 2025Q3: 17,315 shares 17,315 $118K 0.02% +1,278 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,147 shares; 2025Q1: 12,943 shares; 2025Q2: 14,741 shares; 2025Q3: 15,495 shares 15,495 $93.3K 0.01% +754 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,962 shares; 2025Q3: 10,180 shares 10,180 $89.8K 0.01% -1,782 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,126 shares; 2025Q3: 10,903 shares 10,903 $89.2K 0.01% +777 CUREVAC N V CUREVAC N V More: the full row for CUREVAC N V 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: 12,823 shares; 2025Q3: 14,261 shares 14,261 $76.9K 0.01% +1,438 OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE 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: 13,036 shares; 2025Q3: 16,620 shares 16,620 $53.4K 0.01% +3,584 Timeline