QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,183 shares; 2025Q3: 3,145,815 shares 3,145,815 $114M 14.09% +3,056,632 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,869 shares; 2024Q4: 818,646 shares; 2025Q1: 776,687 shares; 2025Q2: 109,695 shares; 2025Q3: 380,708 shares 380,708 $81M 10.01% +271,013 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163,058 shares; 2024Q4: 1,397,779 shares; 2025Q1: 1,323,779 shares; 2025Q2: 47,482 shares; 2025Q3: 1,343,779 shares 1,343,779 $33.3M 4.11% +1,296,297 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,021 shares; 2024Q4: 90,961 shares; 2025Q1: 90,394 shares; 2025Q2: 30,467 shares; 2025Q3: 89,578 shares 89,578 $32.7M 4.04% +59,111 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: 147,941 shares; 2024Q4: 172,411 shares; 2025Q1: 188,425 shares; 2025Q2: 24,312 shares; 2025Q3: 117,259 shares 117,259 $29.9M 3.69% +92,947 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,864 shares; 2024Q4: 204,659 shares; 2025Q1: 215,758 shares; 2025Q2: 24,304 shares; 2025Q3: 224,564 shares 224,564 $26.7M 3.3% +200,260 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: 37,468 shares; 2024Q4: 38,932 shares; 2025Q1: 40,306 shares; 2025Q2: 24,517 shares; 2025Q3: 39,675 shares 39,675 $26.4M 3.26% +15,158 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,464 shares; 2024Q4: 38,497 shares; 2025Q1: 38,724 shares; 2025Q2: 24,030 shares; 2025Q3: 38,412 shares 38,412 $25.7M 3.18% +14,382 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,917 shares; 2024Q4: 228,528 shares; 2025Q1: 229,995 shares; 2025Q2: 20,593 shares; 2025Q3: 216,908 shares 216,908 $20.9M 2.59% +196,315 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: 35,656 shares; 2024Q4: 36,914 shares; 2025Q1: 35,717 shares; 2025Q2: 20,693 shares; 2025Q3: 27,831 shares 27,831 $20.4M 2.52% +7,138 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: 57,266 shares; 2024Q4: 61,773 shares; 2025Q1: 63,714 shares; 2025Q2: 12,310 shares; 2025Q3: 27,962 shares 27,962 $14.5M 1.79% +15,652 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,272 shares; 2024Q4: 52,285 shares; 2025Q1: 52,594 shares; 2025Q2: 12,995 shares; 2025Q3: 51,325 shares 51,325 $14.5M 1.79% +38,330 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: 77,402 shares; 2024Q4: 79,597 shares; 2025Q1: 83,937 shares; 2025Q2: not reported; 2025Q3: 55,470 shares 55,470 $13.5M 1.67% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,959 shares; 2024Q4: 87,259 shares; 2025Q1: 87,256 shares; 2025Q2: 12,511 shares; 2025Q3: 56,658 shares 56,658 $12.4M 1.54% +44,147 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: 87,277 shares; 2024Q4: 87,137 shares; 2025Q1: 86,982 shares; 2025Q2: not reported; 2025Q3: 86,239 shares 86,239 $11.9M 1.48% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,348 shares; 2024Q4: 25,952 shares; 2025Q1: 25,918 shares; 2025Q2: not reported; 2025Q3: 22,228 shares 22,228 $11.2M 1.38% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,211 shares; 2024Q4: 21,681 shares; 2025Q1: 23,764 shares; 2025Q2: 12,896 shares; 2025Q3: 17,385 shares 17,385 $10.7M 1.32% +4,489 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,065 shares; 2024Q4: 17,072 shares; 2025Q1: 17,082 shares; 2025Q2: not reported; 2025Q3: 17,097 shares 17,097 $10.2M 1.26% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,951 shares; 2024Q4: 193,182 shares; 2025Q1: 193,599 shares; 2025Q2: 10,458 shares; 2025Q3: 193,998 shares 193,998 $9.99M 1.23% +183,540 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: 114,813 shares; 2024Q4: 117,308 shares; 2025Q1: 119,238 shares; 2025Q2: 10,188 shares; 2025Q3: 99,573 shares 99,573 $9.76M 1.2% +89,385 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,781 shares; 2024Q4: 18,883 shares; 2025Q1: 15,848 shares; 2025Q2: not reported; 2025Q3: 16,089 shares 16,089 $9.66M 1.19% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 34,404 shares; 2025Q1: 29,050 shares; 2025Q2: not reported; 2025Q3: 27,708 shares 27,708 $9.22M 1.14% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,363 shares; 2024Q4: 238,363 shares; 2025Q1: 238,363 shares; 2025Q2: 8,543 shares; 2025Q3: 238,363 shares 238,363 $9.19M 1.14% +229,820 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: 93,748 shares; 2024Q4: 119,002 shares; 2025Q1: 124,712 shares; 2025Q2: not reported; 2025Q3: 44,383 shares 44,383 $8.28M 1.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,989 shares; 2024Q4: 12,389 shares; 2025Q1: 12,989 shares; 2025Q2: not reported; 2025Q3: 17,538 shares 17,538 $8.21M 1.01% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,305 shares; 2024Q4: 55,189 shares; 2025Q1: 52,198 shares; 2025Q2: not reported; 2025Q3: 32,336 shares 32,336 $6M 0.74% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 2,675 shares; 2025Q1: 12,972 shares; 2025Q2: not reported; 2025Q3: 16,975 shares 16,975 $5.59M 0.69% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,456 shares; 2024Q4: 76,587 shares; 2025Q1: 127,927 shares; 2025Q2: not reported; 2025Q3: 204,531 shares 204,531 $5.58M 0.69% new 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: 39,535 shares; 2024Q4: 46,012 shares; 2025Q1: 43,908 shares; 2025Q2: not reported; 2025Q3: 24,952 shares 24,952 $5.48M 0.68% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,104 shares; 2024Q4: 281,104 shares; 2025Q1: 281,104 shares; 2025Q2: 5,071 shares; 2025Q3: 281,104 shares 281,104 $5.24M 0.65% +276,033 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: 18,492 shares; 2024Q4: 19,934 shares; 2025Q1: 20,692 shares; 2025Q2: not reported; 2025Q3: 11,761 shares 11,761 $5.23M 0.65% new 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: 25,095 shares; 2024Q4: 26,635 shares; 2025Q1: 26,697 shares; 2025Q2: not reported; 2025Q3: 15,931 shares 15,931 $5.03M 0.62% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 29,808 shares; 2025Q1: 29,808 shares; 2025Q2: not reported; 2025Q3: 34,446 shares 34,446 $4.86M 0.6% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,194 shares; 2024Q4: 21,494 shares; 2025Q1: 11,894 shares; 2025Q2: not reported; 2025Q3: 13,333 shares 13,333 $4.74M 0.59% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,859 shares 1,859 $4.35M 0.54% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,214 shares; 2024Q4: 14,045 shares; 2025Q1: 13,562 shares; 2025Q2: not reported; 2025Q3: 13,524 shares 13,524 $3.99M 0.49% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,996 shares; 2024Q4: 18,910 shares; 2025Q1: 19,304 shares; 2025Q2: not reported; 2025Q3: 12,959 shares 12,959 $3.94M 0.49% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,999 shares; 2024Q4: 93,086 shares; 2025Q1: 93,920 shares; 2025Q2: not reported; 2025Q3: 116,454 shares 116,454 $3.64M 0.45% new 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: 21,897 shares; 2024Q4: 20,812 shares; 2025Q1: 21,983 shares; 2025Q2: not reported; 2025Q3: 14,701 shares 14,701 $3.4M 0.42% new Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; 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: 133,806 shares 133,806 $3.38M 0.42% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,981 shares; 2024Q4: 54,715 shares; 2025Q1: 74,016 shares; 2025Q2: not reported; 2025Q3: 45,436 shares 45,436 $3.34M 0.41% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,231 shares; 2024Q4: 25,231 shares; 2025Q1: 25,231 shares; 2025Q2: not reported; 2025Q3: 22,300 shares 22,300 $3.12M 0.39% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,196 shares; 2024Q4: 36,196 shares; 2025Q1: 31,196 shares; 2025Q2: not reported; 2025Q3: 51,600 shares 51,600 $2.93M 0.36% new Timeline VYMI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,351 shares 31,351 $2.65M 0.33% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 9,998 shares; 2025Q1: 9,669 shares; 2025Q2: not reported; 2025Q3: 9,644 shares 9,644 $2.46M 0.3% new 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: 43,746 shares; 2024Q4: 41,150 shares; 2025Q1: 42,011 shares; 2025Q2: not reported; 2025Q3: 38,274 shares 38,274 $2.42M 0.3% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,670 shares; 2024Q4: 32,565 shares; 2025Q1: 40,313 shares; 2025Q2: not reported; 2025Q3: 18,066 shares 18,066 $2.42M 0.3% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,136 shares; 2024Q4: 17,414 shares; 2025Q1: 17,734 shares; 2025Q2: not reported; 2025Q3: 17,673 shares 17,673 $2.31M 0.29% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,504 shares; 2024Q4: 28,509 shares; 2025Q1: 28,513 shares; 2025Q2: not reported; 2025Q3: 28,522 shares 28,522 $2.24M 0.28% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,236 shares; 2024Q4: 9,416 shares; 2025Q1: 8,737 shares; 2025Q2: not reported; 2025Q3: 7,788 shares 7,788 $2.18M 0.27% new Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 53,508 shares; 2025Q2: not reported; 2025Q3: 53,508 shares 53,508 $2.06M 0.25% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,456 shares; 2024Q4: 14,718 shares; 2025Q1: 14,859 shares; 2025Q2: not reported; 2025Q3: 7,893 shares 7,893 $2.02M 0.25% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 9,433 shares; 2025Q1: 9,433 shares; 2025Q2: not reported; 2025Q3: 6,503 shares 6,503 $2.01M 0.25% new 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: 11,052 shares; 2024Q4: 11,885 shares; 2025Q1: 12,123 shares; 2025Q2: not reported; 2025Q3: 7,075 shares 7,075 $1.99M 0.25% 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: 3,895 shares; 2024Q4: 3,896 shares; 2025Q1: 4,029 shares; 2025Q2: not reported; 2025Q3: 2,149 shares 2,149 $1.99M 0.25% new 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: 35,685 shares; 2024Q4: 32,802 shares; 2025Q1: 40,106 shares; 2025Q2: not reported; 2025Q3: 17,516 shares 17,516 $1.97M 0.24% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 10,983 shares; 2025Q1: 11,185 shares; 2025Q2: not reported; 2025Q3: 10,696 shares 10,696 $1.91M 0.24% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,552 shares; 2024Q4: 15,552 shares; 2025Q1: 15,552 shares; 2025Q2: not reported; 2025Q3: 15,552 shares 15,552 $1.88M 0.23% new 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: 19,570 shares; 2024Q4: 19,926 shares; 2025Q1: 19,871 shares; 2025Q2: not reported; 2025Q3: 5,569 shares 5,569 $1.84M 0.23% new 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: 31,056 shares; 2024Q4: 33,042 shares; 2025Q1: 32,756 shares; 2025Q2: not reported; 2025Q3: 15,851 shares 15,851 $1.81M 0.22% new 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: 2,597 shares; 2024Q4: 2,598 shares; 2025Q1: 2,610 shares; 2025Q2: not reported; 2025Q3: 2,594 shares 2,594 $1.81M 0.22% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,269 shares; 2024Q4: 9,960 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 8,908 shares 8,908 $1.79M 0.22% new 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: 53,153 shares; 2024Q4: 57,424 shares; 2025Q1: 59,478 shares; 2025Q2: not reported; 2025Q3: 34,208 shares 34,208 $1.76M 0.22% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,538 shares; 2024Q4: 73,704 shares; 2025Q1: 70,512 shares; 2025Q2: not reported; 2025Q3: 101,747 shares 101,747 $1.75M 0.22% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,295 shares; 2025Q1: 4,355 shares; 2025Q2: not reported; 2025Q3: 4,057 shares 4,057 $1.73M 0.21% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,419 shares; 2025Q2: not reported; 2025Q3: 7,138 shares 7,138 $1.73M 0.21% new 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: 12,457 shares; 2024Q4: 14,004 shares; 2025Q1: 13,137 shares; 2025Q2: not reported; 2025Q3: 4,991 shares 4,991 $1.7M 0.21% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: 211 shares 211 $1.7M 0.21% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 5,168 shares; 2025Q2: not reported; 2025Q3: 7,964 shares 7,964 $1.62M 0.2% new 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: 46,683 shares; 2024Q4: 71,685 shares; 2025Q1: 68,519 shares; 2025Q2: not reported; 2025Q3: 12,891 shares 12,891 $1.6M 0.2% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 10,867 shares; 2025Q1: 10,867 shares; 2025Q2: not reported; 2025Q3: 10,867 shares 10,867 $1.58M 0.2% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,670 shares; 2025Q1: 3,360 shares; 2025Q2: not reported; 2025Q3: 1,309 shares 1,309 $1.57M 0.19% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,672 shares; 2025Q2: not reported; 2025Q3: 3,210 shares 3,210 $1.54M 0.19% new 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: 31,012 shares; 2024Q4: 30,558 shares; 2025Q1: 22,728 shares; 2025Q2: not reported; 2025Q3: 10,469 shares 10,469 $1.47M 0.18% new 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: 5,399 shares; 2024Q4: 5,399 shares; 2025Q1: 5,480 shares; 2025Q2: not reported; 2025Q3: 4,850 shares 4,850 $1.46M 0.18% new 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: 10,248 shares; 2024Q4: 10,792 shares; 2025Q1: 10,494 shares; 2025Q2: not reported; 2025Q3: 2,511 shares 2,511 $1.43M 0.18% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,957 shares; 2025Q1: 4,401 shares; 2025Q2: not reported; 2025Q3: 15,155 shares 15,155 $1.42M 0.17% new 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: 12,324 shares; 2024Q4: 12,379 shares; 2025Q1: 11,393 shares; 2025Q2: not reported; 2025Q3: 3,472 shares 3,472 $1.41M 0.17% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,157 shares; 2025Q1: 3,213 shares; 2025Q2: not reported; 2025Q3: 1,521 shares 1,521 $1.4M 0.17% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 6,393 shares; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 1,796 shares 1,796 $1.37M 0.17% new 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: 4,354 shares; 2024Q4: 4,846 shares; 2025Q1: 4,223 shares; 2025Q2: not reported; 2025Q3: 3,061 shares 3,061 $1.37M 0.17% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,762 shares; 2025Q1: 10,295 shares; 2025Q2: not reported; 2025Q3: 9,731 shares 9,731 $1.35M 0.17% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares; 2025Q2: not reported; 2025Q3: 6,482 shares 6,482 $1.34M 0.17% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,375 shares 13,375 $1.31M 0.16% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 20,369 shares; 2025Q1: 19,994 shares; 2025Q2: not reported; 2025Q3: 19,994 shares 19,994 $1.3M 0.16% new 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: 5,026 shares; 2024Q4: 5,146 shares; 2025Q1: 5,324 shares; 2025Q2: not reported; 2025Q3: 3,720 shares 3,720 $1.24M 0.15% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,496 shares; 2025Q2: not reported; 2025Q3: 6,413 shares 6,413 $1.2M 0.15% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 8,416 shares; 2025Q1: 8,843 shares; 2025Q2: not reported; 2025Q3: 4,248 shares 4,248 $1.2M 0.15% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,533 shares 23,533 $1.2M 0.15% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,282 shares; 2024Q4: 28,982 shares; 2025Q1: 28,982 shares; 2025Q2: not reported; 2025Q3: 28,968 shares 28,968 $1.15M 0.14% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000 $1.1M 0.14% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE 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: not reported; 2025Q3: 77,091 shares 77,091 $1.09M 0.14% new 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: 10,554 shares; 2024Q4: 10,665 shares; 2025Q1: 12,475 shares; 2025Q2: not reported; 2025Q3: 8,403 shares 8,403 $1.08M 0.13% new 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: 9,809 shares; 2024Q4: 11,013 shares; 2025Q1: 11,446 shares; 2025Q2: not reported; 2025Q3: 8,207 shares 8,207 $1.08M 0.13% new 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: 32,155 shares; 2024Q4: 35,924 shares; 2025Q1: 34,672 shares; 2025Q2: not reported; 2025Q3: 34,132 shares 34,132 $1.07M 0.13% new 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: 10,377 shares; 2024Q4: 10,702 shares; 2025Q1: 10,768 shares; 2025Q2: not reported; 2025Q3: 6,214 shares 6,214 $1.06M 0.13% 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: 2,494 shares; 2024Q4: 2,188 shares; 2025Q1: 2,177 shares; 2025Q2: not reported; 2025Q3: 1,108 shares 1,108 $1.06M 0.13% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,668 shares; 2024Q4: 51,668 shares; 2025Q1: 51,668 shares; 2025Q2: not reported; 2025Q3: 51,668 shares 51,668 $996K 0.12% 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: 19,498 shares; 2024Q4: 21,981 shares; 2025Q1: 26,607 shares; 2025Q2: not reported; 2025Q3: 6,170 shares 6,170 $958K 0.12% new Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,419 shares; 2024Q4: 22,331 shares; 2025Q1: 21,622 shares; 2025Q2: not reported; 2025Q3: 22,762 shares 22,762 $951K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,035 shares; 2025Q2: not reported; 2025Q3: 20,323 shares 20,323 $929K 0.11% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: not reported; 2025Q3: 1,204 shares 1,204 $899K 0.11% new Timeline OKLO OKLO INC More: the full row for OKLO 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: 8,003 shares 8,003 $893K 0.11% new 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: 17,884 shares; 2024Q4: 17,884 shares; 2025Q1: 17,884 shares; 2025Q2: not reported; 2025Q3: 17,873 shares 17,873 $869K 0.11% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,540 shares; 2024Q4: 25,880 shares; 2025Q1: 26,318 shares; 2025Q2: not reported; 2025Q3: 23,472 shares 23,472 $857K 0.11% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,381 shares; 2025Q1: 10,476 shares; 2025Q2: not reported; 2025Q3: 9,439 shares 9,439 $856K 0.11% new 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: 25,040 shares; 2024Q4: 22,699 shares; 2025Q1: 24,043 shares; 2025Q2: not reported; 2025Q3: 5,497 shares 5,497 $845K 0.1% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,633 shares; 2025Q1: 1,599 shares; 2025Q2: not reported; 2025Q3: 1,525 shares 1,525 $834K 0.1% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 13,603 shares; 2025Q1: 13,603 shares; 2025Q2: not reported; 2025Q3: 10,796 shares 10,796 $803K 0.1% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,623 shares; 2025Q1: 2,642 shares; 2025Q2: not reported; 2025Q3: 2,600 shares 2,600 $779K 0.1% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,433 shares; 2024Q4: 28,171 shares; 2025Q1: 28,826 shares; 2025Q2: not reported; 2025Q3: 3,851 shares 3,851 $776K 0.1% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,741 shares; 2024Q4: 13,672 shares; 2025Q1: 13,708 shares; 2025Q2: not reported; 2025Q3: 13,289 shares 13,289 $768K 0.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,721 shares; 2025Q1: 5,147 shares; 2025Q2: not reported; 2025Q3: 3,543 shares 3,543 $765K 0.09% 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: 5,184 shares; 2024Q4: 5,292 shares; 2025Q1: 5,309 shares; 2025Q2: not reported; 2025Q3: 4,401 shares 4,401 $761K 0.09% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares 450 $752K 0.09% new Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: not reported; 2025Q3: 11,903 shares 11,903 $750K 0.09% new 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: 5,993 shares; 2024Q4: 6,640 shares; 2025Q1: 11,334 shares; 2025Q2: not reported; 2025Q3: 2,493 shares 2,493 $750K 0.09% new 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: 8,795 shares; 2025Q1: 9,721 shares; 2025Q2: not reported; 2025Q3: 5,540 shares 5,540 $743K 0.09% new 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: 25,538 shares; 2024Q4: 26,646 shares; 2025Q1: 23,648 shares; 2025Q2: not reported; 2025Q3: 4,563 shares 4,563 $740K 0.09% new 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: 4,022 shares; 2024Q4: 5,713 shares; 2025Q1: 7,995 shares; 2025Q2: not reported; 2025Q3: 2,567 shares 2,567 $724K 0.09% new 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: 1,847 shares; 2024Q4: 1,968 shares; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: 1,468 shares 1,468 $724K 0.09% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,938 shares; 2025Q1: 5,220 shares; 2025Q2: not reported; 2025Q3: 3,437 shares 3,437 $704K 0.09% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: 368 shares 368 $703K 0.09% new 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: 1,068 shares; 2024Q4: 1,095 shares; 2025Q1: 1,098 shares; 2025Q2: not reported; 2025Q3: 876 shares 876 $686K 0.08% new 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: 20,698 shares; 2024Q4: 13,651 shares; 2025Q1: 14,350 shares; 2025Q2: not reported; 2025Q3: 8,072 shares 8,072 $683K 0.08% new Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,010 shares; 2024Q4: 29,010 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 29,010 shares 29,010 $682K 0.08% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,554 shares; 2024Q4: 59,960 shares; 2025Q1: 64,203 shares; 2025Q2: not reported; 2025Q3: 26,773 shares 26,773 $682K 0.08% new 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: 4,659 shares; 2024Q4: 5,880 shares; 2025Q1: 6,106 shares; 2025Q2: not reported; 2025Q3: 2,753 shares 2,753 $654K 0.08% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,434 shares; 2025Q1: 3,398 shares; 2025Q2: not reported; 2025Q3: 3,305 shares 3,305 $635K 0.08% new Timeline EZU 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: 9,996 shares; 2024Q4: 9,996 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 9,996 shares 9,996 $619K 0.08% new 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: 20,519 shares; 2024Q4: 20,132 shares; 2025Q1: 18,464 shares; 2025Q2: not reported; 2025Q3: 7,290 shares 7,290 $618K 0.08% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,363 shares 3,363 $595K 0.07% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 5,213 shares; 2025Q1: 5,104 shares; 2025Q2: not reported; 2025Q3: 2,807 shares 2,807 $591K 0.07% 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: 8,318 shares; 2024Q4: 9,668 shares; 2025Q1: 9,785 shares; 2025Q2: not reported; 2025Q3: 7,460 shares 7,460 $580K 0.07% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: not reported; 2025Q3: 4,008 shares 4,008 $571K 0.07% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,831 shares; 2025Q1: 3,857 shares; 2025Q2: not reported; 2025Q3: 3,007 shares 3,007 $563K 0.07% new 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: 1,832 shares; 2024Q4: 1,689 shares; 2025Q1: 2,065 shares; 2025Q2: not reported; 2025Q3: 704 shares 704 $561K 0.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,629 shares; 2025Q1: 5,339 shares; 2025Q2: not reported; 2025Q3: 1,931 shares 1,931 $557K 0.07% new Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 11,841 shares; 2025Q2: not reported; 2025Q3: 12,335 shares 12,335 $556K 0.07% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares 2,141 $556K 0.07% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,244 shares; 2024Q4: 30,425 shares; 2025Q1: 30,987 shares; 2025Q2: not reported; 2025Q3: 31,800 shares 31,800 $554K 0.07% new 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: 2,332 shares; 2024Q4: 5,065 shares; 2025Q1: 6,499 shares; 2025Q2: not reported; 2025Q3: 1,556 shares 1,556 $547K 0.07% new Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,502 shares; 2024Q4: 14,502 shares; 2025Q1: 14,502 shares; 2025Q2: not reported; 2025Q3: 14,502 shares 14,502 $545K 0.07% new 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: 2,014 shares; 2024Q4: 2,383 shares; 2025Q1: 2,495 shares; 2025Q2: not reported; 2025Q3: 1,189 shares 1,189 $544K 0.07% new 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: 2,684 shares; 2024Q4: 2,376 shares; 2025Q1: 2,530 shares; 2025Q2: not reported; 2025Q3: 1,406 shares 1,406 $526K 0.07% new 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: 1,414 shares; 2024Q4: 1,506 shares; 2025Q1: 1,931 shares; 2025Q2: not reported; 2025Q3: 838 shares 838 $516K 0.06% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares 2,597 $505K 0.06% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,438 shares; 2024Q4: 10,438 shares; 2025Q1: 10,438 shares; 2025Q2: not reported; 2025Q3: 10,438 shares 10,438 $498K 0.06% new 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: 24,551 shares; 2024Q4: 26,068 shares; 2025Q1: 20,035 shares; 2025Q2: not reported; 2025Q3: 4,786 shares 4,786 $493K 0.06% new Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,263 shares; 2025Q1: 4,263 shares; 2025Q2: not reported; 2025Q3: 4,263 shares 4,263 $491K 0.06% new 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: 2,265 shares; 2024Q4: 2,397 shares; 2025Q1: 2,280 shares; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500 $481K 0.06% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: not reported; 2025Q3: 2,200 shares 2,200 $477K 0.06% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: not reported; 2025Q3: 13,140 shares 13,140 $473K 0.06% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 4,775 shares; 2025Q2: not reported; 2025Q3: 9,275 shares 9,275 $463K 0.06% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 645 shares; 2025Q1: 678 shares; 2025Q2: not reported; 2025Q3: 474 shares 474 $459K 0.06% 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,426 shares; 2025Q2: not reported; 2025Q3: 953 shares 953 $455K 0.06% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: not reported; 2025Q3: 5,677 shares 5,677 $453K 0.06% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 6,131 shares; 2025Q1: 7,098 shares; 2025Q2: not reported; 2025Q3: 3,111 shares 3,111 $450K 0.06% 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: 13,987 shares; 2024Q4: 13,889 shares; 2025Q1: 14,637 shares; 2025Q2: not reported; 2025Q3: 5,360 shares 5,360 $449K 0.06% new 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: 31,306 shares; 2024Q4: 29,227 shares; 2025Q1: 28,175 shares; 2025Q2: not reported; 2025Q3: 9,174 shares 9,174 $448K 0.06% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 369 shares; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: 297 shares 297 $444K 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,979 shares; 2025Q1: 4,413 shares; 2025Q2: not reported; 2025Q3: 2,230 shares 2,230 $442K 0.05% new Timeline SPSM 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: 8,171 shares; 2024Q4: 8,171 shares; 2025Q1: 8,171 shares; 2025Q2: not reported; 2025Q3: 9,475 shares 9,475 $439K 0.05% new Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & 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: 50,000 shares 50,000 $436K 0.05% new 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: 422 shares; 2024Q4: 430 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 3,969 shares 3,969 $428K 0.05% new 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: 5,241 shares; 2024Q4: 5,745 shares; 2025Q1: 6,000 shares; 2025Q2: not reported; 2025Q3: 2,528 shares 2,528 $423K 0.05% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,116 shares; 2025Q1: 4,173 shares; 2025Q2: not reported; 2025Q3: 3,345 shares 3,345 $420K 0.05% new 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: 3,041 shares; 2024Q4: 3,013 shares; 2025Q1: 3,438 shares; 2025Q2: not reported; 2025Q3: 1,776 shares 1,776 $420K 0.05% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,300 shares 3,300 $416K 0.05% 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: 8,593 shares; 2024Q4: 8,509 shares; 2025Q1: 8,697 shares; 2025Q2: not reported; 2025Q3: 6,131 shares 6,131 $415K 0.05% new 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: 11,782 shares; 2024Q4: 11,801 shares; 2025Q1: 11,286 shares; 2025Q2: not reported; 2025Q3: 4,962 shares 4,962 $414K 0.05% new 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: 11,522 shares; 2024Q4: 11,879 shares; 2025Q1: 12,154 shares; 2025Q2: not reported; 2025Q3: 1,841 shares 1,841 $407K 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: 3,512 shares; 2024Q4: 4,468 shares; 2025Q1: 5,372 shares; 2025Q2: not reported; 2025Q3: 4,800 shares 4,800 $404K 0.05% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,074 shares; 2025Q1: 1,076 shares; 2025Q2: not reported; 2025Q3: 862 shares 862 $403K 0.05% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 4,007 shares; 2025Q1: 3,909 shares; 2025Q2: not reported; 2025Q3: 1,466 shares 1,466 $400K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 7,704 shares; 2025Q1: 8,780 shares; 2025Q2: not reported; 2025Q3: 2,369 shares 2,369 $396K 0.05% new 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: 5,765 shares; 2024Q4: 5,903 shares; 2025Q1: 6,019 shares; 2025Q2: not reported; 2025Q3: 4,737 shares 4,737 $395K 0.05% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,200 shares 2,200 $385K 0.05% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,328 shares; 2024Q4: 19,592 shares; 2025Q1: 19,162 shares; 2025Q2: not reported; 2025Q3: 9,285 shares 9,285 $384K 0.05% 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: 2,666 shares; 2024Q4: 2,662 shares; 2025Q1: 2,639 shares; 2025Q2: not reported; 2025Q3: 2,600 shares 2,600 $370K 0.05% new Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 10,170 shares; 2025Q1: 11,078 shares; 2025Q2: not reported; 2025Q3: 7,806 shares 7,806 $364K 0.05% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,225 shares 6,225 $357K 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 933 shares; 2025Q1: 1,470 shares; 2025Q2: not reported; 2025Q3: 713 shares 713 $350K 0.04% new 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: 1,845 shares; 2024Q4: 5,099 shares; 2025Q1: 5,110 shares; 2025Q2: not reported; 2025Q3: 730 shares 730 $348K 0.04% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: 1,832 shares 1,832 $348K 0.04% new 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: 5,739 shares; 2024Q4: 6,518 shares; 2025Q1: 7,113 shares; 2025Q2: not reported; 2025Q3: 2,184 shares 2,184 $347K 0.04% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,135 shares 13,135 $346K 0.04% new 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: 43,025 shares; 2024Q4: 26,906 shares; 2025Q1: 37,611 shares; 2025Q2: not reported; 2025Q3: 5,156 shares 5,156 $345K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,465 shares; 2024Q4: 12,431 shares; 2025Q1: 11,397 shares; 2025Q2: not reported; 2025Q3: 992 shares 992 $343K 0.04% new 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: 5,524 shares; 2024Q4: 6,872 shares; 2025Q1: 8,050 shares; 2025Q2: not reported; 2025Q3: 2,108 shares 2,108 $341K 0.04% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,731 shares; 2024Q4: 29,832 shares; 2025Q1: 36,130 shares; 2025Q2: not reported; 2025Q3: 7,547 shares 7,547 $339K 0.04% new 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: 12,890 shares; 2024Q4: 15,949 shares; 2025Q1: 18,150 shares; 2025Q2: not reported; 2025Q3: 4,872 shares 4,872 $333K 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 6,153 shares; 2025Q1: 3,914 shares; 2025Q2: not reported; 2025Q3: 2,543 shares 2,543 $330K 0.04% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 2,148 shares; 2025Q1: 2,156 shares; 2025Q2: not reported; 2025Q3: 2,172 shares 2,172 $322K 0.04% 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: 1,655 shares; 2024Q4: 3,660 shares; 2025Q1: 4,041 shares; 2025Q2: not reported; 2025Q3: 1,572 shares 1,572 $320K 0.04% new 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: 11,512 shares; 2024Q4: 13,936 shares; 2025Q1: 21,534 shares; 2025Q2: not reported; 2025Q3: 7,027 shares 7,027 $317K 0.04% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 11,102 shares; 2025Q1: 9,356 shares; 2025Q2: not reported; 2025Q3: 1,247 shares 1,247 $314K 0.04% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,630 shares; 2025Q1: 1,970 shares; 2025Q2: not reported; 2025Q3: 1,285 shares 1,285 $309K 0.04% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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 $307K 0.04% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,831 shares; 2024Q4: 9,485 shares; 2025Q1: 10,070 shares; 2025Q2: not reported; 2025Q3: 8,141 shares 8,141 $305K 0.04% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: 13,513 shares; 2025Q1: 13,631 shares; 2025Q2: not reported; 2025Q3: 4,926 shares 4,926 $300K 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,669 shares; 2025Q1: 6,776 shares; 2025Q2: not reported; 2025Q3: 435 shares 435 $297K 0.04% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 4,983 shares; 2025Q1: 4,854 shares; 2025Q2: not reported; 2025Q3: 2,150 shares 2,150 $290K 0.04% new Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares 1,130 $287K 0.04% new 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: 34,781 shares; 2024Q4: 34,553 shares; 2025Q1: 45,913 shares; 2025Q2: not reported; 2025Q3: 6,529 shares 6,529 $287K 0.04% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 23,246 shares; 2025Q1: 20,566 shares; 2025Q2: not reported; 2025Q3: 4,407 shares 4,407 $286K 0.04% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: 2,700 shares 2,700 $279K 0.03% new 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: 3,653 shares; 2024Q4: 3,745 shares; 2025Q1: 3,877 shares; 2025Q2: not reported; 2025Q3: 254 shares 254 $274K 0.03% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,000 shares 2,000 $274K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: not reported; 2025Q3: 1,924 shares 1,924 $273K 0.03% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares 6,500 $272K 0.03% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,894 shares; 2025Q1: 1,896 shares; 2025Q2: not reported; 2025Q3: 1,350 shares 1,350 $267K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: not reported; 2025Q3: 703 shares 703 $266K 0.03% new 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: 4,216 shares; 2024Q4: 7,557 shares; 2025Q1: 8,674 shares; 2025Q2: not reported; 2025Q3: 978 shares 978 $264K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: not reported; 2025Q3: 2,005 shares 2,005 $263K 0.03% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 18,687 shares; 2025Q1: 18,677 shares; 2025Q2: not reported; 2025Q3: 18,064 shares 18,064 $261K 0.03% 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: 1,597 shares; 2024Q4: 1,423 shares; 2025Q1: 1,914 shares; 2025Q2: not reported; 2025Q3: 784 shares 784 $258K 0.03% new Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,003 shares 5,003 $250K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 6,484 shares; 2025Q1: 7,608 shares; 2025Q2: not reported; 2025Q3: 3,300 shares 3,300 $249K 0.03% new 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: 5,381 shares; 2024Q4: 5,103 shares; 2025Q1: 5,951 shares; 2025Q2: not reported; 2025Q3: 1,487 shares 1,487 $247K 0.03% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares 6,005 $245K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares 2,646 $242K 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: not reported; 2025Q3: 1,680 shares 1,680 $235K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,569 shares; 2025Q1: 2,188 shares; 2025Q2: not reported; 2025Q3: 493 shares 493 $234K 0.03% new Timeline IWO 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: 727 shares; 2024Q4: 927 shares; 2025Q1: 1,027 shares; 2025Q2: not reported; 2025Q3: 727 shares 727 $233K 0.03% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,424 shares; 2024Q4: 13,284 shares; 2025Q1: 21,819 shares; 2025Q2: not reported; 2025Q3: 8,432 shares 8,432 $229K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares 1,533 $228K 0.03% new Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,210 shares 5,210 $227K 0.03% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares 1,085 $227K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,595 shares; 2025Q1: 7,781 shares; 2025Q2: not reported; 2025Q3: 1,238 shares 1,238 $226K 0.03% new Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares 16,000 $221K 0.03% new 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: 2,237 shares; 2024Q4: 2,395 shares; 2025Q1: 2,469 shares; 2025Q2: not reported; 2025Q3: 1,397 shares 1,397 $219K 0.03% new 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: 4,429 shares; 2024Q4: 4,373 shares; 2025Q1: 16,037 shares; 2025Q2: not reported; 2025Q3: 2,766 shares 2,766 $217K 0.03% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 1,566 shares 1,566 $215K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 15,552 shares; 2025Q1: 13,098 shares; 2025Q2: not reported; 2025Q3: 1,164 shares 1,164 $214K 0.03% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: 1,234 shares; 2025Q2: not reported; 2025Q3: 1,118 shares 1,118 $214K 0.03% new Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,400 shares 5,400 $206K 0.03% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: not reported; 2025Q3: 3,614 shares 3,614 $205K 0.03% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 6,351 shares; 2025Q1: 5,716 shares; 2025Q2: not reported; 2025Q3: 4,915 shares 4,915 $205K 0.03% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,623 shares 1,623 $203K 0.03% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,949 shares 2,949 $202K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 6,758 shares; 2025Q1: 6,818 shares; 2025Q2: not reported; 2025Q3: 3,800 shares 3,800 $202K 0.02% new 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: 2,336 shares; 2024Q4: 2,282 shares; 2025Q1: 2,503 shares; 2025Q2: not reported; 2025Q3: 843 shares 843 $202K 0.02% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS 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: not reported; 2025Q3: 16,000 shares 16,000 $149K 0.02% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,670 shares; 2024Q4: 10,670 shares; 2025Q1: 10,670 shares; 2025Q2: not reported; 2025Q3: 10,670 shares 10,670 $80.6K 0.01% new Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,025 shares; 2025Q2: not reported; 2025Q3: 16,025 shares 16,025 $69.2K 0.01% new Timeline SEED ORIGIN AGRITECH LIMITED More: the full row for ORIGIN AGRITECH LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,542 shares; 2024Q4: 41,542 shares; 2025Q1: 41,542 shares; 2025Q2: not reported; 2025Q3: 41,542 shares 41,542 $50.3K 0.01% new Timeline SANG SANGOMA TECHNOLOGIES CORP More: the full row for SANGOMA TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $49.7K 0.01% new Timeline NPWR NET POWER INC More: the full row for NET POWER 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: 16,393 shares; 2025Q2: not reported; 2025Q3: 16,393 shares 16,393 $49.3K 0.01% new Timeline NINE ENERGY SERVICE INC NINE ENERGY SERVICE INC More: the full row for NINE ENERGY SERVICE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,199 shares; 2025Q1: 33,199 shares; 2025Q2: not reported; 2025Q3: 29,042 shares 29,042 $18.4K <0.01% new