DGRW 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: 785,046 shares; 2024Q4: 784,774 shares; 2025Q1: 803,661 shares; 2025Q2: 820,492 shares; 2025Q3: 818,458 shares 818,458 $72.8M 10.03% -2,034 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,420 shares; 2024Q4: 673,433 shares; 2025Q1: 859,866 shares; 2025Q2: 877,208 shares; 2025Q3: 864,934 shares 864,934 $32.3M 4.45% -12,274 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: 216,195 shares; 2024Q4: 210,612 shares; 2025Q1: 203,683 shares; 2025Q2: 198,558 shares; 2025Q3: 188,158 shares 188,158 $27.4M 3.78% -10,400 Timeline XC 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: 610,994 shares; 2024Q4: 618,931 shares; 2025Q1: 640,754 shares; 2025Q2: 638,635 shares; 2025Q3: 633,589 shares 633,589 $21.9M 3.02% -5,046 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: 102,162 shares; 2024Q4: 102,137 shares; 2025Q1: 101,845 shares; 2025Q2: 110,990 shares; 2025Q3: 111,512 shares 111,512 $20.8M 2.87% +522 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: 79,052 shares; 2024Q4: 80,182 shares; 2025Q1: 82,543 shares; 2025Q2: 76,788 shares; 2025Q3: 81,376 shares 81,376 $20.7M 2.85% +4,588 Timeline WTV 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: 217,570 shares; 2024Q4: 217,454 shares; 2025Q1: 217,300 shares; 2025Q2: 222,048 shares; 2025Q3: 223,859 shares 223,859 $20.4M 2.81% +1,811 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,078 shares; 2024Q4: 324,266 shares; 2025Q1: 329,520 shares; 2025Q2: 340,762 shares; 2025Q3: 361,433 shares 361,433 $20.3M 2.79% +20,671 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: 377,332 shares; 2024Q4: 357,410 shares; 2025Q1: 355,696 shares; 2025Q2: 354,204 shares; 2025Q3: 346,961 shares 346,961 $19.9M 2.74% -7,243 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 483,659 shares; 2025Q1: 552,163 shares; 2025Q2: 565,023 shares; 2025Q3: 709,267 shares 709,267 $19M 2.62% +144,244 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: 33,552 shares; 2024Q4: 35,355 shares; 2025Q1: 34,238 shares; 2025Q2: 35,208 shares; 2025Q3: 35,858 shares 35,858 $18.6M 2.56% +650 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,236 shares; 2024Q4: 193,784 shares; 2025Q1: 187,094 shares; 2025Q2: 183,808 shares; 2025Q3: 175,295 shares 175,295 $11.9M 1.64% -8,513 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,750 shares; 2024Q4: 79,849 shares; 2025Q1: 79,980 shares; 2025Q2: 75,672 shares; 2025Q3: 74,544 shares 74,544 $11.5M 1.58% -1,128 Timeline JMUB 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: 283,148 shares; 2024Q4: 293,820 shares; 2025Q1: 304,871 shares; 2025Q2: 305,847 shares; 2025Q3: 226,184 shares 226,184 $11.4M 1.57% -79,663 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: 38,128 shares; 2024Q4: 38,183 shares; 2025Q1: 37,958 shares; 2025Q2: 34,280 shares; 2025Q3: 34,235 shares 34,235 $10.8M 1.49% -45 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: 37,195 shares; 2024Q4: 37,881 shares; 2025Q1: 38,964 shares; 2025Q2: 43,288 shares; 2025Q3: 44,566 shares 44,566 $9.79M 1.35% +1,278 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: 10,986 shares; 2024Q4: 10,870 shares; 2025Q1: 11,282 shares; 2025Q2: 11,246 shares; 2025Q3: 11,369 shares 11,369 $8.35M 1.15% +123 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: 26,991 shares; 2024Q4: 27,711 shares; 2025Q1: 27,444 shares; 2025Q2: 35,262 shares; 2025Q3: 33,884 shares 33,884 $8.24M 1.13% -1,378 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: 16,315 shares; 2024Q4: 17,498 shares; 2025Q1: 15,779 shares; 2025Q2: 17,215 shares; 2025Q3: 15,790 shares 15,790 $7.02M 0.97% -1,425 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: 24,871 shares; 2024Q4: 25,663 shares; 2025Q1: 25,120 shares; 2025Q2: 26,024 shares; 2025Q3: 25,763 shares 25,763 $6.27M 0.86% -261 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: 15,106 shares; 2024Q4: 15,571 shares; 2025Q1: 14,893 shares; 2025Q2: 16,642 shares; 2025Q3: 17,335 shares 17,335 $5.72M 0.79% +693 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: 19,456 shares; 2024Q4: 18,961 shares; 2025Q1: 19,180 shares; 2025Q2: 19,112 shares; 2025Q3: 19,086 shares 19,086 $5.37M 0.74% -26 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,974 shares; 2024Q4: 13,169 shares; 2025Q1: 15,298 shares; 2025Q2: 16,634 shares; 2025Q3: 16,238 shares 16,238 $5.33M 0.73% -396 Timeline VONG 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: 51,409 shares; 2024Q4: 49,531 shares; 2025Q1: 45,352 shares; 2025Q2: 46,297 shares; 2025Q3: 43,583 shares 43,583 $5.25M 0.72% -2,714 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,819 shares; 2024Q4: 68,190 shares; 2025Q1: 64,936 shares; 2025Q2: 61,347 shares; 2025Q3: 58,060 shares 58,060 $5.07M 0.7% -3,287 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: 4,255 shares; 2024Q4: 4,154 shares; 2025Q1: 4,169 shares; 2025Q2: 4,141 shares; 2025Q3: 4,064 shares 4,064 $4.87M 0.67% -77 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: 13,189 shares; 2024Q4: 13,476 shares; 2025Q1: 13,585 shares; 2025Q2: 13,695 shares; 2025Q3: 13,202 shares 13,202 $4.51M 0.62% -493 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: 5,921 shares; 2024Q4: 5,531 shares; 2025Q1: 5,539 shares; 2025Q2: 6,020 shares; 2025Q3: 5,945 shares 5,945 $3.98M 0.55% -75 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,994 shares; 2025Q1: 41,095 shares; 2025Q2: 34,546 shares; 2025Q3: 74,025 shares 74,025 $3.76M 0.52% +39,479 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 149,803 shares 149,803 $3.71M 0.51% new Timeline EMXC 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: 61,556 shares; 2024Q4: 60,009 shares; 2025Q1: 58,997 shares; 2025Q2: 56,704 shares; 2025Q3: 53,824 shares 53,824 $3.63M 0.5% -2,880 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: 6,291 shares; 2024Q4: 6,531 shares; 2025Q1: 6,779 shares; 2025Q2: 6,792 shares; 2025Q3: 7,036 shares 7,036 $3.54M 0.49% +244 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: 37,520 shares; 2024Q4: 39,285 shares; 2025Q1: 38,931 shares; 2025Q2: 62,523 shares; 2025Q3: 64,827 shares 64,827 $3.34M 0.46% +2,304 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: 15,202 shares; 2024Q4: 15,646 shares; 2025Q1: 16,121 shares; 2025Q2: 16,156 shares; 2025Q3: 16,594 shares 16,594 $3.33M 0.46% +438 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,562 shares; 2024Q4: 57,105 shares; 2025Q1: 59,247 shares; 2025Q2: 55,811 shares; 2025Q3: 55,496 shares 55,496 $3.33M 0.46% -315 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,911 shares; 2024Q4: 77,077 shares; 2025Q1: 71,066 shares; 2025Q2: 70,658 shares; 2025Q3: 70,142 shares 70,142 $3.12M 0.43% -516 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: 25,072 shares; 2024Q4: 26,263 shares; 2025Q1: 24,783 shares; 2025Q2: 25,473 shares; 2025Q3: 28,407 shares 28,407 $2.93M 0.4% +2,934 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: 2,273 shares; 2024Q4: 2,819 shares; 2025Q1: 2,829 shares; 2025Q2: 2,693 shares; 2025Q3: 4,122 shares 4,122 $2.75M 0.38% +1,429 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: 17,991 shares; 2024Q4: 15,944 shares; 2025Q1: 18,294 shares; 2025Q2: 12,939 shares; 2025Q3: 14,520 shares 14,520 $2.69M 0.37% +1,581 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 8,707 shares; 2025Q1: 8,255 shares; 2025Q2: not reported; 2025Q3: 9,507 shares 9,507 $2.66M 0.37% 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: 7,715 shares; 2024Q4: 7,763 shares; 2025Q1: 7,720 shares; 2025Q2: 6,416 shares; 2025Q3: 6,506 shares 6,506 $2.64M 0.36% +90 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: 16,714 shares; 2024Q4: 18,191 shares; 2025Q1: 20,906 shares; 2025Q2: 16,696 shares; 2025Q3: 14,239 shares 14,239 $2.6M 0.36% -2,457 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: 30,118 shares; 2024Q4: 27,694 shares; 2025Q1: 29,113 shares; 2025Q2: 23,286 shares; 2025Q3: 22,410 shares 22,410 $2.53M 0.35% -876 Timeline HYMB 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: 116,455 shares; 2024Q4: 111,262 shares; 2025Q1: 106,921 shares; 2025Q2: 99,003 shares; 2025Q3: 95,662 shares 95,662 $2.38M 0.33% -3,341 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: 6,367 shares; 2024Q4: 6,555 shares; 2025Q1: 6,461 shares; 2025Q2: 8,263 shares; 2025Q3: 9,966 shares 9,966 $2.36M 0.33% +1,703 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,119 shares; 2024Q4: 75,207 shares; 2025Q1: 33,639 shares; 2025Q2: 27,869 shares; 2025Q3: 24,693 shares 24,693 $2.35M 0.32% -3,176 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: 12,702 shares; 2024Q4: 16,100 shares; 2025Q1: 18,304 shares; 2025Q2: 26,680 shares; 2025Q3: 27,700 shares 27,700 $2.32M 0.32% +1,020 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,500 shares; 2024Q4: 112,500 shares; 2025Q1: 112,500 shares; 2025Q2: 252,500 shares; 2025Q3: 252,500 shares 252,500 $2.32M 0.32% 0 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: 12,100 shares; 2024Q4: 13,437 shares; 2025Q1: 14,083 shares; 2025Q2: 8,731 shares; 2025Q3: 14,904 shares 14,904 $2.31M 0.32% +6,173 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: 6,116 shares; 2024Q4: 6,805 shares; 2025Q1: 7,088 shares; 2025Q2: 7,287 shares; 2025Q3: 7,691 shares 7,691 $2.31M 0.32% +404 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: 3,016 shares; 2024Q4: 2,954 shares; 2025Q1: 3,035 shares; 2025Q2: 3,164 shares; 2025Q3: 3,008 shares 3,008 $2.3M 0.32% -156 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: 22,538 shares; 2024Q4: 26,701 shares; 2025Q1: 29,222 shares; 2025Q2: 28,063 shares; 2025Q3: 31,048 shares 31,048 $2.28M 0.31% +2,985 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 10,970 shares; 2025Q1: 9,818 shares; 2025Q2: 10,303 shares; 2025Q3: 10,187 shares 10,187 $2.2M 0.3% -116 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: 9,136 shares; 2024Q4: 9,408 shares; 2025Q1: 9,878 shares; 2025Q2: 9,471 shares; 2025Q3: 9,427 shares 9,427 $2.18M 0.3% -44 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: 4,058 shares; 2024Q4: 3,924 shares; 2025Q1: 3,780 shares; 2025Q2: 3,759 shares; 2025Q3: 3,827 shares 3,827 $2.18M 0.3% +68 Timeline DFIV 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: 28,530 shares; 2024Q4: 33,254 shares; 2025Q1: 40,791 shares; 2025Q2: 41,944 shares; 2025Q3: 46,117 shares 46,117 $2.13M 0.29% +4,173 Timeline OCC OPTICAL CABLE CORP More: the full row for OPTICAL CABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,031 shares; 2024Q4: 161,076 shares; 2025Q1: 115,196 shares; 2025Q2: 331,471 shares; 2025Q3: 256,534 shares 256,534 $2.08M 0.29% -74,937 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: 3,437 shares; 2024Q4: 3,447 shares; 2025Q1: 5,145 shares; 2025Q2: 18,740 shares; 2025Q3: 20,428 shares 20,428 $2.07M 0.29% +1,688 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: 18,606 shares; 2024Q4: 11,962 shares; 2025Q1: 8,210 shares; 2025Q2: 20,602 shares; 2025Q3: 24,672 shares 24,672 $2.07M 0.29% +4,070 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,086 shares; 2024Q4: 13,721 shares; 2025Q1: 13,509 shares; 2025Q2: not reported; 2025Q3: 15,061 shares 15,061 $1.93M 0.27% 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: 37,046 shares; 2024Q4: 37,842 shares; 2025Q1: 38,270 shares; 2025Q2: 25,947 shares; 2025Q3: 27,994 shares 27,994 $1.92M 0.26% +2,047 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: 2,224 shares; 2024Q4: 2,611 shares; 2025Q1: 3,182 shares; 2025Q2: 7,807 shares; 2025Q3: 8,705 shares 8,705 $1.85M 0.25% +898 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: 36,897 shares; 2024Q4: 37,014 shares; 2025Q1: 27,176 shares; 2025Q2: 28,079 shares; 2025Q3: 26,593 shares 26,593 $1.76M 0.24% -1,486 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: 6,968 shares; 2024Q4: 7,826 shares; 2025Q1: 5,830 shares; 2025Q2: 16,347 shares; 2025Q3: 18,500 shares 18,500 $1.75M 0.24% +2,153 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: 7,089 shares; 2024Q4: 14,279 shares; 2025Q1: 15,008 shares; 2025Q2: 23,585 shares; 2025Q3: 24,934 shares 24,934 $1.74M 0.24% +1,349 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: 4,357 shares; 2024Q4: 6,638 shares; 2025Q1: 7,311 shares; 2025Q2: 18,624 shares; 2025Q3: 18,008 shares 18,008 $1.72M 0.24% -616 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: 4,512 shares; 2024Q4: 4,980 shares; 2025Q1: 5,433 shares; 2025Q2: 5,262 shares; 2025Q3: 5,652 shares 5,652 $1.72M 0.24% +390 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 5,895 shares; 2025Q1: 5,858 shares; 2025Q2: 4,865 shares; 2025Q3: 4,860 shares 4,860 $1.68M 0.23% -5 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: 10,451 shares; 2024Q4: 11,200 shares; 2025Q1: 10,854 shares; 2025Q2: 10,790 shares; 2025Q3: 11,191 shares 11,191 $1.66M 0.23% +401 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: 7,457 shares; 2024Q4: 8,832 shares; 2025Q1: 9,293 shares; 2025Q2: 9,860 shares; 2025Q3: 10,195 shares 10,195 $1.65M 0.23% +335 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: 1,755 shares; 2024Q4: 1,718 shares; 2025Q1: 1,734 shares; 2025Q2: 1,788 shares; 2025Q3: 1,782 shares 1,782 $1.65M 0.23% -6 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: 7,619 shares; 2024Q4: 7,118 shares; 2025Q1: 7,645 shares; 2025Q2: 4,972 shares; 2025Q3: 6,875 shares 6,875 $1.62M 0.22% +1,903 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: 32,001 shares; 2024Q4: 32,098 shares; 2025Q1: 31,510 shares; 2025Q2: 31,008 shares; 2025Q3: 32,714 shares 32,714 $1.58M 0.22% +1,706 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,590 shares 2,590 $1.55M 0.21% new Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,305 shares; 2024Q4: 35,327 shares; 2025Q1: 40,775 shares; 2025Q2: 43,249 shares; 2025Q3: 45,976 shares 45,976 $1.55M 0.21% +2,727 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,836 shares; 2024Q4: 26,176 shares; 2025Q1: 27,193 shares; 2025Q2: 29,217 shares; 2025Q3: 31,976 shares 31,976 $1.54M 0.21% +2,759 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: 6,939 shares; 2024Q4: 7,449 shares; 2025Q1: 7,992 shares; 2025Q2: 8,120 shares; 2025Q3: 5,333 shares 5,333 $1.5M 0.21% -2,787 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: 12,095 shares; 2024Q4: 13,036 shares; 2025Q1: 13,003 shares; 2025Q2: 13,445 shares; 2025Q3: 13,013 shares 13,013 $1.49M 0.21% -432 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: 6,906 shares; 2024Q4: 6,467 shares; 2025Q1: 6,409 shares; 2025Q2: 8,999 shares; 2025Q3: 10,772 shares 10,772 $1.47M 0.2% +1,773 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: 8,137 shares; 2024Q4: 8,781 shares; 2025Q1: 8,843 shares; 2025Q2: 9,055 shares; 2025Q3: 9,994 shares 9,994 $1.44M 0.2% +939 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: 8,147 shares; 2024Q4: 7,336 shares; 2025Q1: 7,185 shares; 2025Q2: 7,237 shares; 2025Q3: 7,030 shares 7,030 $1.44M 0.2% -207 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: 7,485 shares; 2024Q4: 9,543 shares; 2025Q1: 10,337 shares; 2025Q2: 10,997 shares; 2025Q3: 10,753 shares 10,753 $1.44M 0.2% -244 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: 4,190 shares; 2024Q4: 3,554 shares; 2025Q1: 3,592 shares; 2025Q2: 7,002 shares; 2025Q3: 7,383 shares 7,383 $1.42M 0.2% +381 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: 1,009 shares; 2024Q4: 1,185 shares; 2025Q1: 1,494 shares; 2025Q2: not reported; 2025Q3: 1,470 shares 1,470 $1.42M 0.2% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,555 shares; 2024Q4: 52,825 shares; 2025Q1: 49,989 shares; 2025Q2: 46,921 shares; 2025Q3: 27,186 shares 27,186 $1.42M 0.2% -19,735 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: 1,458 shares; 2024Q4: 1,591 shares; 2025Q1: 1,773 shares; 2025Q2: 1,840 shares; 2025Q3: 1,780 shares 1,780 $1.42M 0.2% -60 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: 7,700 shares; 2024Q4: 7,920 shares; 2025Q1: 8,141 shares; 2025Q2: 8,906 shares; 2025Q3: 8,455 shares 8,455 $1.41M 0.19% -451 Timeline DISV 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: 34,945 shares; 2024Q4: 33,582 shares; 2025Q1: 37,191 shares; 2025Q2: 37,738 shares; 2025Q3: 39,219 shares 39,219 $1.4M 0.19% +1,481 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: 1,997 shares; 2024Q4: 2,055 shares; 2025Q1: 2,106 shares; 2025Q2: 2,114 shares; 2025Q3: 2,262 shares 2,262 $1.39M 0.19% +148 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,573 shares; 2025Q1: 2,934 shares; 2025Q2: 3,137 shares; 2025Q3: 3,785 shares 3,785 $1.35M 0.19% +648 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: 35,896 shares; 2024Q4: 28,831 shares; 2025Q1: 27,940 shares; 2025Q2: 25,709 shares; 2025Q3: 26,837 shares 26,837 $1.34M 0.19% +1,128 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 17,276 shares; 2025Q1: 17,084 shares; 2025Q2: not reported; 2025Q3: 18,757 shares 18,757 $1.33M 0.18% 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: 2,033 shares; 2024Q4: 2,155 shares; 2025Q1: 2,156 shares; 2025Q2: 2,239 shares; 2025Q3: 2,700 shares 2,700 $1.29M 0.18% +461 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: 2,755 shares; 2024Q4: 2,744 shares; 2025Q1: 2,905 shares; 2025Q2: 2,819 shares; 2025Q3: 2,806 shares 2,806 $1.28M 0.18% -13 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,677 shares; 2025Q3: 20,898 shares 20,898 $1.27M 0.18% +2,221 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: 5,499 shares; 2024Q4: 5,597 shares; 2025Q1: 5,676 shares; 2025Q2: 3,273 shares; 2025Q3: 3,537 shares 3,537 $1.22M 0.17% +264 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: 5,754 shares; 2024Q4: 5,002 shares; 2025Q1: 5,212 shares; 2025Q2: 5,807 shares; 2025Q3: 7,531 shares 7,531 $1.22M 0.17% +1,724 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 11,220 shares; 2025Q1: 15,113 shares; 2025Q2: 34,455 shares; 2025Q3: 33,335 shares 33,335 $1.21M 0.17% -1,120 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: 1,946 shares; 2024Q4: 1,718 shares; 2025Q1: 1,722 shares; 2025Q2: 6,547 shares; 2025Q3: 7,143 shares 7,143 $1.2M 0.17% +596 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: 5,641 shares; 2024Q4: 6,274 shares; 2025Q1: 7,949 shares; 2025Q2: 6,856 shares; 2025Q3: 7,079 shares 7,079 $1.18M 0.16% +223 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: 3,657 shares; 2024Q4: 3,655 shares; 2025Q1: 3,832 shares; 2025Q2: 3,763 shares; 2025Q3: 3,650 shares 3,650 $1.16M 0.16% -113 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: 1,851 shares; 2024Q4: 1,853 shares; 2025Q1: 1,952 shares; 2025Q2: 2,045 shares; 2025Q3: 2,428 shares 2,428 $1.15M 0.16% +383 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,552 shares; 2025Q1: 3,086 shares; 2025Q2: 2,981 shares; 2025Q3: 2,926 shares 2,926 $1.15M 0.16% -55 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: 1,432 shares; 2024Q4: 1,639 shares; 2025Q1: 1,730 shares; 2025Q2: 2,752 shares; 2025Q3: 2,486 shares 2,486 $1.14M 0.16% -266 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,503 shares; 2024Q4: 38,051 shares; 2025Q1: 38,051 shares; 2025Q2: 38,051 shares; 2025Q3: 38,051 shares 38,051 $1.14M 0.16% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,948 shares; 2025Q3: 3,277 shares 3,277 $1.13M 0.16% +329 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: 10,251 shares; 2025Q2: 57,710 shares; 2025Q3: 57,050 shares 57,050 $1.11M 0.15% -660 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: 9,579 shares; 2024Q4: 9,299 shares; 2025Q1: 10,275 shares; 2025Q2: 5,946 shares; 2025Q3: 6,043 shares 6,043 $1.11M 0.15% +97 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: 13,133 shares; 2025Q1: 15,142 shares; 2025Q2: not reported; 2025Q3: 15,494 shares 15,494 $1.11M 0.15% 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: 2,255 shares; 2024Q4: 2,513 shares; 2025Q1: 2,543 shares; 2025Q2: 3,051 shares; 2025Q3: 2,951 shares 2,951 $1.1M 0.15% -100 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: 3,725 shares; 2024Q4: 3,802 shares; 2025Q1: 3,902 shares; 2025Q2: 3,886 shares; 2025Q3: 3,734 shares 3,734 $1.1M 0.15% -152 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: 22,860 shares; 2024Q4: 30,032 shares; 2025Q1: 35,364 shares; 2025Q2: 36,684 shares; 2025Q3: 38,801 shares 38,801 $1.1M 0.15% +2,117 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: 45,417 shares; 2024Q4: 44,755 shares; 2025Q1: 45,457 shares; 2025Q2: 42,544 shares; 2025Q3: 34,742 shares 34,742 $1.09M 0.15% -7,802 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 44,449 shares; 2025Q1: 36,134 shares; 2025Q2: not reported; 2025Q3: 37,772 shares 37,772 $1.09M 0.15% 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: 9,427 shares; 2024Q4: 7,985 shares; 2025Q1: 8,247 shares; 2025Q2: 5,181 shares; 2025Q3: 7,733 shares 7,733 $1.09M 0.15% +2,552 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,642 shares; 2025Q1: 2,632 shares; 2025Q2: 2,771 shares; 2025Q3: 2,693 shares 2,693 $1.08M 0.15% -78 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: 1,205 shares; 2024Q4: 1,292 shares; 2025Q1: 1,289 shares; 2025Q2: 1,466 shares; 2025Q3: 1,576 shares 1,576 $1.08M 0.15% +110 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,813 shares; 2024Q4: 7,073 shares; 2025Q1: 11,736 shares; 2025Q2: not reported; 2025Q3: 13,809 shares 13,809 $1.06M 0.15% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 7,566 shares; 2025Q1: 7,449 shares; 2025Q2: 9,566 shares; 2025Q3: 9,933 shares 9,933 $1.04M 0.14% +367 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: 4,275 shares; 2024Q4: 5,157 shares; 2025Q1: 4,724 shares; 2025Q2: not reported; 2025Q3: 5,268 shares 5,268 $1.01M 0.14% new 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: 14,281 shares; 2024Q4: 14,544 shares; 2025Q1: 14,813 shares; 2025Q2: 14,957 shares; 2025Q3: 14,875 shares 14,875 $1M 0.14% -82 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 2,622 shares; 2025Q1: 3,241 shares; 2025Q2: 4,718 shares; 2025Q3: 5,929 shares 5,929 $992K 0.14% +1,211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,903 shares; 2025Q3: 8,092 shares 8,092 $983K 0.14% +2,189 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: 5,979 shares; 2024Q4: 6,358 shares; 2025Q1: 6,006 shares; 2025Q2: 6,160 shares; 2025Q3: 6,174 shares 6,174 $981K 0.14% +14 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: 2,765 shares; 2024Q4: 3,084 shares; 2025Q1: 3,012 shares; 2025Q2: 3,260 shares; 2025Q3: 2,952 shares 2,952 $981K 0.14% -308 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 14,357 shares; 2025Q1: 17,391 shares; 2025Q2: 18,182 shares; 2025Q3: 19,347 shares 19,347 $976K 0.13% +1,165 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: 4,009 shares; 2024Q4: 4,200 shares; 2025Q1: 4,455 shares; 2025Q2: 4,564 shares; 2025Q3: 4,755 shares 4,755 $974K 0.13% +191 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,924 shares; 2025Q1: 3,145 shares; 2025Q2: not reported; 2025Q3: 3,626 shares 3,626 $969K 0.13% 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: 85,875 shares; 2024Q4: 39,739 shares; 2025Q1: 36,769 shares; 2025Q2: 22,522 shares; 2025Q3: 20,956 shares 20,956 $958K 0.13% -1,566 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: 39,601 shares; 2024Q4: 38,055 shares; 2025Q1: 39,221 shares; 2025Q2: 20,136 shares; 2025Q3: 21,688 shares 21,688 $953K 0.13% +1,552 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,560 shares; 2025Q3: 16,791 shares 16,791 $953K 0.13% +2,231 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: 874 shares; 2024Q4: 980 shares; 2025Q1: 923 shares; 2025Q2: 1,049 shares; 2025Q3: 1,027 shares 1,027 $945K 0.13% -22 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,325 shares; 2025Q1: 2,264 shares; 2025Q2: 2,554 shares; 2025Q3: 2,091 shares 2,091 $935K 0.13% -463 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: 3,583 shares; 2024Q4: 3,826 shares; 2025Q1: 4,218 shares; 2025Q2: 3,753 shares; 2025Q3: 3,793 shares 3,793 $932K 0.13% +40 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: 11,517 shares; 2024Q4: 11,688 shares; 2025Q1: 12,366 shares; 2025Q2: 12,079 shares; 2025Q3: 10,920 shares 10,920 $924K 0.13% -1,159 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: 5,648 shares; 2024Q4: 6,596 shares; 2025Q1: 6,593 shares; 2025Q2: 3,321 shares; 2025Q3: 3,258 shares 3,258 $919K 0.13% -63 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,556 shares; 2024Q4: 13,636 shares; 2025Q1: 18,034 shares; 2025Q2: not reported; 2025Q3: 16,558 shares 16,558 $919K 0.13% new 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: 5,269 shares; 2024Q4: 5,682 shares; 2025Q1: 6,124 shares; 2025Q2: 6,330 shares; 2025Q3: 11,337 shares 11,337 $914K 0.13% +5,007 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: 3,288 shares; 2024Q4: 3,632 shares; 2025Q1: 3,664 shares; 2025Q2: 3,732 shares; 2025Q3: 3,616 shares 3,616 $909K 0.13% -116 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,674 shares; 2025Q1: 62,674 shares; 2025Q2: 62,674 shares; 2025Q3: 62,607 shares 62,607 $908K 0.13% -67 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: 3,972 shares; 2024Q4: 3,924 shares; 2025Q1: 3,951 shares; 2025Q2: 3,964 shares; 2025Q3: 4,229 shares 4,229 $908K 0.13% +265 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: not reported; 2025Q2: 10,428 shares; 2025Q3: 11,526 shares 11,526 $905K 0.12% +1,098 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 3,861 shares; 2025Q3: 4,762 shares 4,762 $904K 0.12% +901 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: 5,914 shares; 2024Q4: 5,888 shares; 2025Q1: 6,076 shares; 2025Q2: 6,188 shares; 2025Q3: 7,300 shares 7,300 $903K 0.12% +1,112 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,687 shares; 2025Q3: 35,291 shares 35,291 $900K 0.12% +14,604 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: 10,057 shares; 2024Q4: 12,568 shares; 2025Q1: 13,381 shares; 2025Q2: 19,710 shares; 2025Q3: 19,957 shares 19,957 $900K 0.12% +247 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: 2,173 shares; 2024Q4: 2,000 shares; 2025Q1: 2,237 shares; 2025Q2: 5,224 shares; 2025Q3: 6,943 shares 6,943 $895K 0.12% +1,719 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: 477 shares; 2024Q4: 5,040 shares; 2025Q1: 6,316 shares; 2025Q2: 6,105 shares; 2025Q3: 6,670 shares 6,670 $893K 0.12% +565 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,128 shares; 2025Q1: 2,255 shares; 2025Q2: 1,641 shares; 2025Q3: 1,828 shares 1,828 $887K 0.12% +187 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,867 shares; 2024Q4: 16,182 shares; 2025Q1: 16,306 shares; 2025Q2: not reported; 2025Q3: 14,888 shares 14,888 $883K 0.12% new STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,600 shares 7,600 $882K 0.12% +700 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 20,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $880K 0.12% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 6,603 shares; 2025Q1: 6,479 shares; 2025Q2: 3,258 shares; 2025Q3: 3,238 shares 3,238 $875K 0.12% -20 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: 2,654 shares; 2024Q4: 2,618 shares; 2025Q1: 2,728 shares; 2025Q2: 2,773 shares; 2025Q3: 3,082 shares 3,082 $870K 0.12% +309 Timeline PID 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: 42,409 shares; 2024Q4: 46,712 shares; 2025Q1: 37,547 shares; 2025Q2: 41,118 shares; 2025Q3: 40,871 shares 40,871 $869K 0.12% -247 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: 4,353 shares; 2025Q3: 3,931 shares 3,931 $863K 0.12% -422 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,827 shares; 2025Q1: 2,811 shares; 2025Q2: 9,653 shares; 2025Q3: 11,466 shares 11,466 $861K 0.12% +1,813 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: 6,914 shares; 2024Q4: not reported; 2025Q1: 7,149 shares; 2025Q2: 8,386 shares; 2025Q3: 8,774 shares 8,774 $860K 0.12% +388 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 12,672 shares; 2025Q1: 14,241 shares; 2025Q2: not reported; 2025Q3: 16,050 shares 16,050 $852K 0.12% new 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: 10,734 shares; 2024Q4: 11,190 shares; 2025Q1: 11,363 shares; 2025Q2: 11,705 shares; 2025Q3: 11,204 shares 11,204 $846K 0.12% -501 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,614 shares; 2025Q2: 9,052 shares; 2025Q3: 7,749 shares 7,749 $844K 0.12% -1,303 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: 3,646 shares; 2024Q4: 4,057 shares; 2025Q1: 4,161 shares; 2025Q2: 7,695 shares; 2025Q3: 7,428 shares 7,428 $833K 0.11% -267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,246 shares 3,246 $833K 0.11% +182 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: 466 shares; 2024Q4: 484 shares; 2025Q1: 507 shares; 2025Q2: 7,615 shares; 2025Q3: 7,685 shares 7,685 $829K 0.11% +70 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: 658 shares; 2024Q4: 706 shares; 2025Q1: 671 shares; 2025Q2: 888 shares; 2025Q3: 703 shares 703 $820K 0.11% -185 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: 3,502 shares; 2024Q4: 3,338 shares; 2025Q1: 6,589 shares; 2025Q2: not reported; 2025Q3: 4,557 shares 4,557 $814K 0.11% new 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: 4,743 shares; 2024Q4: 5,239 shares; 2025Q1: 5,069 shares; 2025Q2: 5,213 shares; 2025Q3: 3,296 shares 3,296 $814K 0.11% -1,917 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: 52,193 shares; 2024Q4: 40,436 shares; 2025Q1: 44,695 shares; 2025Q2: 30,718 shares; 2025Q3: 31,922 shares 31,922 $813K 0.11% +1,204 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: 8,917 shares; 2025Q3: 9,173 shares 9,173 $811K 0.11% +256 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: 1,635 shares; 2025Q2: 5,664 shares; 2025Q3: 5,148 shares 5,148 $811K 0.11% -516 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,492 shares; 2024Q4: 9,894 shares; 2025Q1: 9,892 shares; 2025Q2: not reported; 2025Q3: 12,261 shares 12,261 $809K 0.11% new Timeline ALLY ALLY FINL INC More: the full row for ALLY 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: 18,820 shares; 2025Q3: 20,629 shares 20,629 $809K 0.11% +1,809 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 761 shares; 2025Q1: 837 shares; 2025Q2: 2,273 shares; 2025Q3: 2,476 shares 2,476 $800K 0.11% +203 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,429 shares; 2025Q1: 4,523 shares; 2025Q2: 2,234 shares; 2025Q3: 2,338 shares 2,338 $797K 0.11% +104 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,205 shares; 2024Q4: 22,002 shares; 2025Q1: 23,540 shares; 2025Q2: not reported; 2025Q3: 23,025 shares 23,025 $793K 0.11% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,787 shares; 2025Q3: 4,756 shares 4,756 $783K 0.11% -31 Timeline DFAT 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: not reported; 2024Q4: 5,216 shares; 2025Q1: 7,654 shares; 2025Q2: 8,549 shares; 2025Q3: 13,238 shares 13,238 $771K 0.11% +4,689 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; 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: 380 shares; 2025Q3: 427 shares 427 $764K 0.11% +47 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 4,077 shares; 2025Q1: 4,134 shares; 2025Q2: 4,086 shares; 2025Q3: 4,525 shares 4,525 $755K 0.1% +439 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: 945 shares; 2024Q4: 1,034 shares; 2025Q1: 1,053 shares; 2025Q2: 1,076 shares; 2025Q3: 991 shares 991 $752K 0.1% -85 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: 12,953 shares; 2024Q4: 13,283 shares; 2025Q1: 13,772 shares; 2025Q2: 6,250 shares; 2025Q3: 7,782 shares 7,782 $741K 0.1% +1,532 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: 2,328 shares; 2024Q4: 2,184 shares; 2025Q1: 2,268 shares; 2025Q2: 2,262 shares; 2025Q3: 2,250 shares 2,250 $728K 0.1% -12 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: 112 shares; 2024Q4: 111 shares; 2025Q1: 117 shares; 2025Q2: 120 shares; 2025Q3: 134 shares 134 $724K 0.1% +14 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,229 shares; 2025Q1: 4,087 shares; 2025Q2: 4,258 shares; 2025Q3: 4,851 shares 4,851 $715K 0.1% +593 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: not reported; 2024Q4: 3,877 shares; 2025Q1: 2,731 shares; 2025Q2: 2,631 shares; 2025Q3: 3,702 shares 3,702 $711K 0.1% +1,071 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: 2,769 shares; 2024Q4: 2,787 shares; 2025Q1: 2,967 shares; 2025Q2: not reported; 2025Q3: 3,988 shares 3,988 $710K 0.1% new Timeline DOW DOW HLDGS INC More: the full row for DOW 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: 13,149 shares; 2025Q2: 34,415 shares; 2025Q3: 30,775 shares 30,775 $706K 0.1% -3,640 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: 36,581 shares; 2024Q4: 36,595 shares; 2025Q1: 39,674 shares; 2025Q2: 28,590 shares; 2025Q3: 21,027 shares 21,027 $705K 0.1% -7,563 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: 3,601 shares; 2025Q1: 3,761 shares; 2025Q2: 9,988 shares; 2025Q3: 10,312 shares 10,312 $697K 0.1% +324 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 728 shares; 2025Q1: 992 shares; 2025Q2: 999 shares; 2025Q3: 1,221 shares 1,221 $687K 0.09% +222 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 7,025 shares; 2025Q1: 7,181 shares; 2025Q2: 8,037 shares; 2025Q3: 10,329 shares 10,329 $682K 0.09% +2,292 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,730 shares; 2025Q1: 3,716 shares; 2025Q2: 3,722 shares; 2025Q3: 3,233 shares 3,233 $680K 0.09% -489 Timeline TRGP TARGA RES CORP More: the full row for TARGA 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: not reported; 2025Q2: not reported; 2025Q3: 3,980 shares 3,980 $667K 0.09% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,400 shares; 2025Q1: 4,657 shares; 2025Q2: 3,611 shares; 2025Q3: 3,903 shares 3,903 $658K 0.09% +292 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: 2,064 shares; 2024Q4: 1,517 shares; 2025Q1: 2,017 shares; 2025Q2: 1,403 shares; 2025Q3: 1,850 shares 1,850 $653K 0.09% +447 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: 1,235 shares; 2024Q4: 1,314 shares; 2025Q1: 1,333 shares; 2025Q2: 1,375 shares; 2025Q3: 1,339 shares 1,339 $652K 0.09% -36 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: 606 shares; 2024Q4: 548 shares; 2025Q1: 658 shares; 2025Q2: 599 shares; 2025Q3: 602 shares 602 $650K 0.09% +3 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 9,427 shares; 2025Q3: 10,354 shares 10,354 $649K 0.09% +927 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: 1,013 shares; 2024Q4: 2,094 shares; 2025Q1: 2,412 shares; 2025Q2: 2,503 shares; 2025Q3: 3,173 shares 3,173 $646K 0.09% +670 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: 2,023 shares; 2024Q4: 2,197 shares; 2025Q1: 2,406 shares; 2025Q2: 2,488 shares; 2025Q3: 2,360 shares 2,360 $644K 0.09% -128 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: 7,344 shares; 2024Q4: 9,310 shares; 2025Q1: 9,824 shares; 2025Q2: 10,357 shares; 2025Q3: 10,391 shares 10,391 $636K 0.09% +34 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 6,985 shares; 2025Q3: 7,638 shares 7,638 $635K 0.09% +653 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 13,716 shares; 2025Q1: 13,880 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares 14,220 $623K 0.09% 0 Timeline APA APA CORPORATION More: the full row for APA 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: not reported; 2025Q2: 22,975 shares; 2025Q3: 24,939 shares 24,939 $606K 0.08% +1,964 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 8,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares 10,794 $602K 0.08% 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: 8,916 shares; 2024Q4: 9,306 shares; 2025Q1: 9,460 shares; 2025Q2: 9,699 shares; 2025Q3: 8,705 shares 8,705 $597K 0.08% -994 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,923 shares; 2025Q1: 4,163 shares; 2025Q2: 3,967 shares; 2025Q3: 3,924 shares 3,924 $596K 0.08% -43 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: 33,013 shares; 2024Q4: 33,125 shares; 2025Q1: 33,514 shares; 2025Q2: 34,131 shares; 2025Q3: 34,269 shares 34,269 $592K 0.08% +138 Timeline THO THOR INDS INC More: the full row for THOR 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: 6,558 shares; 2025Q3: 5,632 shares 5,632 $584K 0.08% -926 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,548 shares; 2024Q4: 16,548 shares; 2025Q1: 16,539 shares; 2025Q2: 32,157 shares; 2025Q3: 32,511 shares 32,511 $583K 0.08% +354 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: 48,957 shares; 2024Q4: 47,609 shares; 2025Q1: 50,690 shares; 2025Q2: 48,042 shares; 2025Q3: 47,215 shares 47,215 $565K 0.08% -827 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 12,388 shares; 2025Q1: 12,536 shares; 2025Q2: not reported; 2025Q3: 9,431 shares 9,431 $563K 0.08% new 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: 3,977 shares; 2024Q4: 5,320 shares; 2025Q1: 5,576 shares; 2025Q2: 6,794 shares; 2025Q3: 5,715 shares 5,715 $558K 0.08% -1,079 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,627 shares; 2025Q1: 2,663 shares; 2025Q2: 2,651 shares; 2025Q3: 2,816 shares 2,816 $556K 0.08% +165 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: 496 shares; 2024Q4: 558 shares; 2025Q1: 556 shares; 2025Q2: 691 shares; 2025Q3: 720 shares 720 $556K 0.08% +29 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER 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: not reported; 2025Q2: 1,936 shares; 2025Q3: 2,019 shares 2,019 $555K 0.08% +83 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,619 shares; 2025Q1: 12,496 shares; 2025Q2: 12,729 shares; 2025Q3: 13,431 shares 13,431 $551K 0.08% +702 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: 912 shares; 2024Q4: 1,099 shares; 2025Q1: 1,199 shares; 2025Q2: 1,307 shares; 2025Q3: 1,480 shares 1,480 $547K 0.08% +173 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: 6,504 shares; 2024Q4: 8,038 shares; 2025Q1: 8,137 shares; 2025Q2: 8,120 shares; 2025Q3: 8,102 shares 8,102 $546K 0.08% -18 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 5,031 shares; 2025Q1: 5,425 shares; 2025Q2: 5,663 shares; 2025Q3: 5,756 shares 5,756 $546K 0.08% +93 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,085 shares; 2025Q3: 3,840 shares 3,840 $544K 0.07% +755 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: 4,370 shares; 2024Q4: 3,997 shares; 2025Q1: 4,430 shares; 2025Q2: not reported; 2025Q3: 4,733 shares 4,733 $542K 0.07% new 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: not reported; 2024Q4: 3,198 shares; 2025Q1: 3,663 shares; 2025Q2: 4,421 shares; 2025Q3: 4,855 shares 4,855 $539K 0.07% +434 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares 2,739 $536K 0.07% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,279 shares; 2024Q4: 22,690 shares; 2025Q1: 24,987 shares; 2025Q2: not reported; 2025Q3: 20,442 shares 20,442 $533K 0.07% new 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: 1,293 shares; 2024Q4: 1,219 shares; 2025Q1: 1,250 shares; 2025Q2: 1,272 shares; 2025Q3: 1,259 shares 1,259 $531K 0.07% -13 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: 2,485 shares; 2024Q4: 2,530 shares; 2025Q1: 2,338 shares; 2025Q2: not reported; 2025Q3: 2,807 shares 2,807 $527K 0.07% new 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: 8,696 shares; 2024Q4: 7,998 shares; 2025Q1: 8,422 shares; 2025Q2: 8,379 shares; 2025Q3: 7,796 shares 7,796 $523K 0.07% -583 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: 2,340 shares; 2024Q4: 2,264 shares; 2025Q1: 2,365 shares; 2025Q2: 2,189 shares; 2025Q3: 2,171 shares 2,171 $520K 0.07% -18 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: not reported; 2024Q4: 780 shares; 2025Q1: 766 shares; 2025Q2: 773 shares; 2025Q3: 839 shares 839 $514K 0.07% +66 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 23,591 shares; 2025Q1: 26,874 shares; 2025Q2: not reported; 2025Q3: 32,083 shares 32,083 $511K 0.07% new 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: 3,318 shares; 2025Q1: 3,089 shares; 2025Q2: 2,796 shares; 2025Q3: 3,495 shares 3,495 $509K 0.07% +699 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,365 shares; 2025Q2: 41,073 shares; 2025Q3: 41,205 shares 41,205 $503K 0.07% +132 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 6,760 shares 6,760 $491K 0.07% new 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: 3,859 shares; 2024Q4: 3,983 shares; 2025Q1: 3,887 shares; 2025Q2: 3,585 shares; 2025Q3: 1,963 shares 1,963 $484K 0.07% -1,622 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,105 shares; 2025Q3: 4,846 shares 4,846 $484K 0.07% +1,741 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,587 shares; 2025Q1: 1,684 shares; 2025Q2: 1,770 shares; 2025Q3: 1,595 shares 1,595 $479K 0.07% -175 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,957 shares; 2024Q4: 41,204 shares; 2025Q1: 40,670 shares; 2025Q2: not reported; 2025Q3: 44,826 shares 44,826 $470K 0.06% 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: 1,432 shares; 2024Q4: 1,378 shares; 2025Q1: 1,297 shares; 2025Q2: 1,344 shares; 2025Q3: 1,330 shares 1,330 $467K 0.06% -14 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: 849 shares; 2024Q4: 862 shares; 2025Q1: 1,002 shares; 2025Q2: 977 shares; 2025Q3: 975 shares 975 $465K 0.06% -2 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: 5,838 shares; 2024Q4: 5,833 shares; 2025Q1: 6,175 shares; 2025Q2: 6,462 shares; 2025Q3: 7,323 shares 7,323 $457K 0.06% +861 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 4,596 shares 4,596 $453K 0.06% +1,020 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: 8,863 shares; 2024Q4: 11,046 shares; 2025Q1: 10,830 shares; 2025Q2: 5,339 shares; 2025Q3: 5,403 shares 5,403 $451K 0.06% +64 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: 978 shares; 2024Q4: 919 shares; 2025Q1: 993 shares; 2025Q2: 970 shares; 2025Q3: 912 shares 912 $450K 0.06% -58 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: 1,037 shares; 2024Q4: 1,138 shares; 2025Q1: 1,163 shares; 2025Q2: 1,223 shares; 2025Q3: 1,600 shares 1,600 $447K 0.06% +377 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,668 shares; 2025Q3: 6,254 shares 6,254 $440K 0.06% +586 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,807 shares; 2025Q3: 3,551 shares 3,551 $439K 0.06% +744 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,404 shares; 2025Q1: 2,366 shares; 2025Q2: 3,259 shares; 2025Q3: 3,011 shares 3,011 $438K 0.06% -248 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: 1,542 shares; 2024Q4: 1,620 shares; 2025Q1: 1,665 shares; 2025Q2: 1,656 shares; 2025Q3: 1,676 shares 1,676 $436K 0.06% +20 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 3,088 shares 3,088 $428K 0.06% +208 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: 2,314 shares; 2024Q4: 2,317 shares; 2025Q1: 2,343 shares; 2025Q2: 2,032 shares; 2025Q3: 2,122 shares 2,122 $428K 0.06% +90 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; 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: 7,306 shares; 2025Q3: 7,950 shares 7,950 $424K 0.06% +644 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: 1,512 shares; 2024Q4: 1,361 shares; 2025Q1: 1,400 shares; 2025Q2: 1,482 shares; 2025Q3: 1,465 shares 1,465 $422K 0.06% -17 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,895 shares; 2024Q4: 17,795 shares; 2025Q1: 18,384 shares; 2025Q2: not reported; 2025Q3: 21,780 shares 21,780 $419K 0.06% new 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 5,062 shares 5,062 $418K 0.06% +1,062 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 2,093 shares; 2025Q3: 3,204 shares 3,204 $417K 0.06% +1,111 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: 70 shares; 2024Q4: 69 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 97 shares 97 $416K 0.06% +23 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: 4,716 shares; 2024Q4: 4,716 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,296 shares 4,296 $415K 0.06% -420 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: 1,279 shares; 2024Q4: 1,195 shares; 2025Q1: 1,210 shares; 2025Q2: 1,250 shares; 2025Q3: 1,195 shares 1,195 $414K 0.06% -55 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: 2,770 shares; 2024Q4: 1,722 shares; 2025Q1: 1,767 shares; 2025Q2: 806 shares; 2025Q3: 820 shares 820 $410K 0.06% +14 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 3,951 shares; 2025Q3: 5,111 shares 5,111 $409K 0.06% +1,160 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $406K 0.06% 0 Timeline ESGV 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: 3,894 shares; 2024Q4: 3,894 shares; 2025Q1: 3,894 shares; 2025Q2: 3,720 shares; 2025Q3: 3,427 shares 3,427 $406K 0.06% -293 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: 2,572 shares; 2024Q4: 2,600 shares; 2025Q1: 2,577 shares; 2025Q2: 1,324 shares; 2025Q3: 1,278 shares 1,278 $399K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,716 shares 4,716 $398K 0.05% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 5,026 shares; 2025Q1: 4,880 shares; 2025Q2: 4,960 shares; 2025Q3: 4,392 shares 4,392 $397K 0.05% -568 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: 1,419 shares; 2024Q4: 1,267 shares; 2025Q1: 1,309 shares; 2025Q2: 904 shares; 2025Q3: 1,670 shares 1,670 $394K 0.05% +766 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 684 shares; 2025Q1: 705 shares; 2025Q2: 671 shares; 2025Q3: 646 shares 646 $393K 0.05% -25 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,196 shares; 2024Q4: 9,436 shares; 2025Q1: 7,742 shares; 2025Q2: 6,030 shares; 2025Q3: 5,989 shares 5,989 $391K 0.05% -41 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: 9,066 shares; 2024Q4: 9,259 shares; 2025Q1: 9,661 shares; 2025Q2: 2,503 shares; 2025Q3: 2,502 shares 2,502 $388K 0.05% -1 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares 3,226 $388K 0.05% 0 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: 5,086 shares; 2024Q4: 15,258 shares; 2025Q1: 14,336 shares; 2025Q2: 14,269 shares; 2025Q3: 14,154 shares 14,154 $386K 0.05% -115 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: 5,058 shares; 2024Q4: 5,087 shares; 2025Q1: 5,067 shares; 2025Q2: 5,119 shares; 2025Q3: 5,357 shares 5,357 $386K 0.05% +238 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,652 shares; 2025Q1: 4,649 shares; 2025Q2: 4,604 shares; 2025Q3: 4,546 shares 4,546 $386K 0.05% -58 Timeline DFUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,304 shares 5,304 $384K 0.05% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 5,735 shares; 2025Q1: 5,839 shares; 2025Q2: 5,741 shares; 2025Q3: 6,422 shares 6,422 $384K 0.05% +681 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 7,513 shares; 2025Q1: 7,981 shares; 2025Q2: not reported; 2025Q3: 8,005 shares 8,005 $382K 0.05% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; 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: 15,367 shares; 2025Q3: 15,367 shares 15,367 $378K 0.05% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,646 shares 7,646 $378K 0.05% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,658 shares 10,658 $378K 0.05% 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: 993 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,138 shares 1,138 $374K 0.05% +78 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,471 shares; 2025Q2: 3,758 shares; 2025Q3: 3,680 shares 3,680 $366K 0.05% -78 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: not reported; 2025Q3: 2,054 shares 2,054 $365K 0.05% new 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: 953 shares; 2024Q4: 921 shares; 2025Q1: 966 shares; 2025Q2: 912 shares; 2025Q3: 1,021 shares 1,021 $364K 0.05% +109 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,139 shares; 2025Q1: 3,463 shares; 2025Q2: 3,047 shares; 2025Q3: 2,944 shares 2,944 $361K 0.05% -103 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 11,548 shares; 2025Q1: 11,519 shares; 2025Q2: 13,117 shares; 2025Q3: 7,738 shares 7,738 $355K 0.05% -5,379 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,523 shares; 2025Q1: 1,720 shares; 2025Q2: 2,041 shares; 2025Q3: 1,784 shares 1,784 $354K 0.05% -257 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,414 shares; 2025Q1: 2,353 shares; 2025Q2: 2,345 shares; 2025Q3: 3,746 shares 3,746 $351K 0.05% +1,401 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: not reported; 2025Q1: 8,246 shares; 2025Q2: 8,246 shares; 2025Q3: 8,256 shares 8,256 $350K 0.05% +10 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,121 shares; 2024Q4: 40,591 shares; 2025Q1: not reported; 2025Q2: 30,067 shares; 2025Q3: 31,080 shares 31,080 $349K 0.05% +1,013 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,308 shares; 2025Q3: 3,472 shares 3,472 $349K 0.05% +1,164 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 10,159 shares; 2025Q2: not reported; 2025Q3: 16,847 shares 16,847 $348K 0.05% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,926 shares; 2025Q3: 3,867 shares 3,867 $347K 0.05% -59 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: 9,662 shares; 2024Q4: 3,831 shares; 2025Q1: 4,040 shares; 2025Q2: 4,233 shares; 2025Q3: 4,111 shares 4,111 $343K 0.05% -122 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,098 shares 12,098 $342K 0.05% 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: 1,448 shares 1,448 $342K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,366 shares; 2025Q3: 10,649 shares 10,649 $341K 0.05% +1,283 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: 1,112 shares; 2024Q4: 1,127 shares; 2025Q1: 1,170 shares; 2025Q2: 1,206 shares; 2025Q3: 1,234 shares 1,234 $338K 0.05% +28 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: not reported; 2024Q4: 2,530 shares; 2025Q1: 1,948 shares; 2025Q2: 2,535 shares; 2025Q3: 2,552 shares 2,552 $335K 0.05% +17 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: 604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 782 shares 782 $333K 0.05% +156 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: 1,701 shares; 2024Q4: 1,577 shares; 2025Q1: 1,682 shares; 2025Q2: 1,666 shares; 2025Q3: 1,508 shares 1,508 $333K 0.05% -158 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 12,891 shares; 2025Q1: 12,902 shares; 2025Q2: 13,089 shares; 2025Q3: 13,163 shares 13,163 $332K 0.05% +74 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: 973 shares; 2024Q4: 994 shares; 2025Q1: 1,154 shares; 2025Q2: 1,206 shares; 2025Q3: 1,071 shares 1,071 $332K 0.05% -135 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,495 shares; 2025Q1: 4,648 shares; 2025Q2: 1,799 shares; 2025Q3: 1,734 shares 1,734 $330K 0.05% -65 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 2,100 shares; 2025Q2: not reported; 2025Q3: 2,121 shares 2,121 $322K 0.04% 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: 1,472 shares; 2024Q4: 872 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares 849 $322K 0.04% 0 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: 349 shares; 2024Q4: 360 shares; 2025Q1: 348 shares; 2025Q2: not reported; 2025Q3: 410 shares 410 $321K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 1,180 shares 1,180 $321K 0.04% +330 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: 1,363 shares; 2024Q4: 1,437 shares; 2025Q1: 1,669 shares; 2025Q2: not reported; 2025Q3: 1,852 shares 1,852 $320K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: 1,999 shares; 2025Q3: 2,815 shares 2,815 $317K 0.04% +816 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: 9,199 shares; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 4,421 shares; 2025Q3: 4,176 shares 4,176 $315K 0.04% -245 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: not reported; 2024Q4: 627 shares; 2025Q1: 676 shares; 2025Q2: 613 shares; 2025Q3: 739 shares 739 $312K 0.04% +126 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: 10,049 shares; 2024Q4: 16,077 shares; 2025Q1: 15,470 shares; 2025Q2: 4,284 shares; 2025Q3: 3,337 shares 3,337 $311K 0.04% -947 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: 1,250 shares; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 868 shares; 2025Q3: 1,045 shares 1,045 $307K 0.04% +177 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: 1,105 shares; 2024Q4: 1,108 shares; 2025Q1: 1,245 shares; 2025Q2: 1,196 shares; 2025Q3: 1,178 shares 1,178 $306K 0.04% -18 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares 1,091 $305K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,686 shares; 2024Q4: not reported; 2025Q1: 7,067 shares; 2025Q2: not reported; 2025Q3: 7,004 shares 7,004 $302K 0.04% 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: not reported; 2024Q4: 4,024 shares; 2025Q1: 4,055 shares; 2025Q2: 4,754 shares; 2025Q3: 4,717 shares 4,717 $299K 0.04% -37 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: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,878 shares; 2025Q2: 1,901 shares; 2025Q3: 1,902 shares 1,902 $298K 0.04% +1 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,938 shares; 2025Q1: 3,271 shares; 2025Q2: not reported; 2025Q3: 3,127 shares 3,127 $298K 0.04% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; 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: 6,982 shares; 2025Q3: 8,394 shares 8,394 $297K 0.04% +1,412 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: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 310 shares 310 $296K 0.04% +3 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,813 shares 8,813 $295K 0.04% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,168 shares; 2025Q1: 2,171 shares; 2025Q2: 2,066 shares; 2025Q3: 2,641 shares 2,641 $295K 0.04% +575 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: 10,339 shares; 2024Q4: 9,976 shares; 2025Q1: 8,129 shares; 2025Q2: 8,241 shares; 2025Q3: 8,207 shares 8,207 $291K 0.04% -34 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: not reported; 2025Q1: 5,144 shares; 2025Q2: not reported; 2025Q3: 6,143 shares 6,143 $290K 0.04% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,444 shares; 2025Q1: 6,237 shares; 2025Q2: 2,392 shares; 2025Q3: 2,189 shares 2,189 $290K 0.04% -203 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: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,352 shares; 2025Q3: 1,270 shares 1,270 $289K 0.04% -82 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 5,174 shares; 2025Q1: not reported; 2025Q2: 5,145 shares; 2025Q3: 3,421 shares 3,421 $287K 0.04% -1,724 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,522 shares; 2024Q4: 7,522 shares; 2025Q1: 7,540 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares 7,675 $287K 0.04% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,522 shares; 2025Q1: 2,769 shares; 2025Q2: not reported; 2025Q3: 2,970 shares 2,970 $287K 0.04% new 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: 464 shares; 2024Q4: 451 shares; 2025Q1: 442 shares; 2025Q2: 482 shares; 2025Q3: 582 shares 582 $286K 0.04% +100 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 1,705 shares; 2025Q3: 1,636 shares 1,636 $286K 0.04% -69 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 582 shares 582 $285K 0.04% +17 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 3,401 shares; 2025Q1: 2,777 shares; 2025Q2: 2,529 shares; 2025Q3: 2,396 shares 2,396 $285K 0.04% -133 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,733 shares; 2025Q1: 3,688 shares; 2025Q2: 3,753 shares; 2025Q3: 3,938 shares 3,938 $285K 0.04% +185 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,774 shares 5,774 $283K 0.04% new Timeline STE STERIS PLC More: the full row for STERIS 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: 1,141 shares 1,141 $282K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,395 shares 1,395 $281K 0.04% -15 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,121 shares; 2025Q2: not reported; 2025Q3: 5,076 shares 5,076 $281K 0.04% new 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: not reported; 2025Q2: 1,374 shares; 2025Q3: 1,429 shares 1,429 $280K 0.04% +55 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 12,760 shares; 2025Q1: 11,697 shares; 2025Q2: 12,800 shares; 2025Q3: 12,813 shares 12,813 $279K 0.04% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,098 shares 7,098 $278K 0.04% new 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: 12,790 shares; 2024Q4: 14,357 shares; 2025Q1: 14,718 shares; 2025Q2: not reported; 2025Q3: 4,569 shares 4,569 $278K 0.04% new 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: 9,977 shares; 2024Q4: 9,968 shares; 2025Q1: 9,937 shares; 2025Q2: 9,921 shares; 2025Q3: 11,622 shares 11,622 $275K 0.04% +1,701 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,552 shares; 2025Q1: 2,616 shares; 2025Q2: 2,619 shares; 2025Q3: 2,621 shares 2,621 $274K 0.04% +2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 2,595 shares; 2025Q3: 2,858 shares 2,858 $271K 0.04% +263 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,294 shares; 2025Q2: 11,388 shares; 2025Q3: 8,250 shares 8,250 $270K 0.04% -3,138 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: 1,020 shares; 2024Q4: 1,026 shares; 2025Q1: 1,058 shares; 2025Q2: 1,059 shares; 2025Q3: 1,113 shares 1,113 $268K 0.04% +54 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,094 shares; 2025Q3: 10,865 shares 10,865 $267K 0.04% -229 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 12,682 shares; 2025Q1: 16,582 shares; 2025Q2: not reported; 2025Q3: 15,912 shares 15,912 $266K 0.04% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; 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: 1,215 shares 1,215 $265K 0.04% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 13,899 shares; 2025Q1: 14,082 shares; 2025Q2: 6,698 shares; 2025Q3: 6,819 shares 6,819 $265K 0.04% +121 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,666 shares 1,666 $263K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,949 shares 1,949 $262K 0.04% +315 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 2,861 shares; 2025Q1: 2,970 shares; 2025Q2: 2,853 shares; 2025Q3: 3,523 shares 3,523 $262K 0.04% +670 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: 1,406 shares; 2024Q4: 1,189 shares; 2025Q1: 1,384 shares; 2025Q2: not reported; 2025Q3: 1,361 shares 1,361 $262K 0.04% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 5,281 shares 5,281 $259K 0.04% new Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,414 shares 3,414 $257K 0.04% 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: 1,538 shares; 2024Q4: 1,581 shares; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 1,684 shares 1,684 $257K 0.04% +75 Timeline DFUV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,716 shares 5,716 $255K 0.04% new Timeline DFSB 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: not reported; 2024Q4: not reported; 2025Q1: 4,274 shares; 2025Q2: 4,724 shares; 2025Q3: 4,724 shares 4,724 $252K 0.03% 0 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: 1,551 shares; 2025Q3: 1,532 shares 1,532 $248K 0.03% -19 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 2,263 shares; 2025Q1: 1,809 shares; 2025Q2: 1,560 shares; 2025Q3: 1,437 shares 1,437 $246K 0.03% -123 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 4,176 shares; 2025Q1: not reported; 2025Q2: 3,654 shares; 2025Q3: 3,793 shares 3,793 $244K 0.03% +139 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,900 shares; 2024Q4: 19,569 shares; 2025Q1: 20,611 shares; 2025Q2: not reported; 2025Q3: 21,822 shares 21,822 $242K 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: 4,420 shares; 2025Q3: 4,422 shares 4,422 $241K 0.03% +2 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 5,448 shares; 2025Q1: 5,111 shares; 2025Q2: 3,366 shares; 2025Q3: 3,059 shares 3,059 $240K 0.03% -307 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: 774 shares; 2024Q4: 882 shares; 2025Q1: 1,000 shares; 2025Q2: 992 shares; 2025Q3: 914 shares 914 $238K 0.03% -78 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,131 shares; 2024Q4: 11,475 shares; 2025Q1: 7,952 shares; 2025Q2: not reported; 2025Q3: 6,993 shares 6,993 $238K 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: 2,403 shares; 2024Q4: 2,713 shares; 2025Q1: 2,641 shares; 2025Q2: 2,580 shares; 2025Q3: 3,227 shares 3,227 $235K 0.03% +647 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,314 shares 1,314 $231K 0.03% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,036 shares 1,036 $231K 0.03% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 850 shares; 2025Q1: 860 shares; 2025Q2: 850 shares; 2025Q3: 801 shares 801 $230K 0.03% -49 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,555 shares; 2025Q3: 10,040 shares 10,040 $229K 0.03% +485 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,394 shares; 2024Q4: 13,375 shares; 2025Q1: 13,091 shares; 2025Q2: not reported; 2025Q3: 3,711 shares 3,711 $229K 0.03% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,708 shares; 2025Q3: 1,706 shares 1,706 $228K 0.03% -2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,768 shares 2,768 $227K 0.03% new Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 1,039 shares; 2025Q3: 852 shares 852 $227K 0.03% -187 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 15,899 shares 15,899 $225K 0.03% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; 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: 3,468 shares 3,468 $224K 0.03% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,101 shares 1,101 $224K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 360 shares; 2025Q3: 447 shares 447 $223K 0.03% +87 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: 4,905 shares; 2025Q2: not reported; 2025Q3: 4,572 shares 4,572 $223K 0.03% new Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,491 shares 9,491 $221K 0.03% new 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: 184 shares; 2024Q4: 177 shares; 2025Q1: 183 shares; 2025Q2: 203 shares; 2025Q3: 167 shares 167 $220K 0.03% -36 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: not reported; 2025Q3: 526 shares 526 $218K 0.03% new 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: 14,436 shares 14,436 $218K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,470 shares 1,470 $214K 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: 828 shares 828 $214K 0.03% new 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: 2,126 shares; 2024Q4: 2,091 shares; 2025Q1: 2,097 shares; 2025Q2: 2,109 shares; 2025Q3: 2,555 shares 2,555 $213K 0.03% +446 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: 6,470 shares; 2024Q4: 7,310 shares; 2025Q1: 6,079 shares; 2025Q2: 6,881 shares; 2025Q3: 5,398 shares 5,398 $212K 0.03% -1,483 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: not reported; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,957 shares 2,957 $210K 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: 848 shares; 2025Q2: 886 shares; 2025Q3: 911 shares 911 $209K 0.03% +25 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,632 shares 7,632 $208K 0.03% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares 1,149 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,206 shares 1,206 $205K 0.03% new Timeline VTR VENTAS INC More: the full row for VENTAS 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: 2,932 shares 2,932 $205K 0.03% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL 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: not reported; 2025Q3: 829 shares 829 $203K 0.03% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares 819 $202K 0.03% new Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: not reported; 2025Q3: 7,000 shares 7,000 $201K 0.03% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares 1,887 $201K 0.03% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,142 shares 2,142 $201K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares 1,183 $200K 0.03% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 11,208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,833 shares 15,833 $200K 0.03% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,108 shares; 2024Q4: 39,842 shares; 2025Q1: 30,235 shares; 2025Q2: not reported; 2025Q3: 42,999 shares 42,999 $195K 0.03% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,850 shares 11,850 $190K 0.03% new Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,092 shares; 2025Q2: 100,193 shares; 2025Q3: 100,193 shares 100,193 $183K 0.03% 0 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: 22,661 shares; 2024Q4: 22,269 shares; 2025Q1: 22,511 shares; 2025Q2: 22,347 shares; 2025Q3: 20,996 shares 20,996 $172K 0.02% -1,351 HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,877 shares; 2024Q4: 23,597 shares; 2025Q1: 25,914 shares; 2025Q2: not reported; 2025Q3: 19,039 shares 19,039 $171K 0.02% new Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares 19,000 $122K 0.02% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,981 shares; 2024Q4: 13,691 shares; 2025Q1: 16,421 shares; 2025Q2: not reported; 2025Q3: 17,989 shares 17,989 $121K 0.02% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 45,250 shares 45,250 $111K 0.02% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,068 shares; 2024Q4: not reported; 2025Q1: 16,168 shares; 2025Q2: not reported; 2025Q3: 14,681 shares 14,681 $108K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,965 shares 10,965 $95.5K 0.01% new Timeline OPITQ OFFICE PPTYS INCOME TR COM SHS More: the full row for OFFICE PPTYS INCOME TR COM SHS 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 $3.29K <0.01% new Timeline