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: 450,085 shares; 2024Q4: 436,444 shares; 2025Q1: 374,899 shares; 2025Q2: 375,782 shares; 2025Q3: 339,794 shares 339,794 $112M 8.59% -35,988 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: 277,146 shares; 2024Q4: 274,316 shares; 2025Q1: 270,675 shares; 2025Q2: 273,434 shares; 2025Q3: 270,646 shares 270,646 $68.9M 5.28% -2,788 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: 160,354 shares; 2024Q4: 157,469 shares; 2025Q1: 157,086 shares; 2025Q2: 158,950 shares; 2025Q3: 156,383 shares 156,383 $49.3M 3.78% -2,567 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: 80,195 shares; 2024Q4: 80,605 shares; 2025Q1: 87,128 shares; 2025Q2: 88,513 shares; 2025Q3: 88,075 shares 88,075 $45.6M 3.49% -438 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: 41,072 shares; 2024Q4: 40,604 shares; 2025Q1: 40,319 shares; 2025Q2: 40,194 shares; 2025Q3: 40,511 shares 40,511 $37.5M 2.87% +317 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: 50,183 shares; 2024Q4: 49,134 shares; 2025Q1: 45,599 shares; 2025Q2: 46,349 shares; 2025Q3: 45,914 shares 45,914 $36.6M 2.8% -435 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: 72,363 shares; 2024Q4: 71,768 shares; 2025Q1: 71,570 shares; 2025Q2: 72,053 shares; 2025Q3: 71,290 shares 71,290 $34M 2.61% -763 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: 196,553 shares; 2024Q4: 198,185 shares; 2025Q1: 195,944 shares; 2025Q2: 203,193 shares; 2025Q3: 203,277 shares 203,277 $33.8M 2.59% +84 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: 140,191 shares; 2024Q4: 162,840 shares; 2025Q1: 137,656 shares; 2025Q2: 140,070 shares; 2025Q3: 141,179 shares 141,179 $32.7M 2.5% +1,109 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: 118,394 shares; 2024Q4: 118,134 shares; 2025Q1: 120,197 shares; 2025Q2: 125,547 shares; 2025Q3: 113,192 shares 113,192 $31.8M 2.44% -12,355 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: 68,475 shares; 2024Q4: 134,829 shares; 2025Q1: 136,550 shares; 2025Q2: 139,494 shares; 2025Q3: 139,912 shares 139,912 $28.5M 2.18% +418 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: 269,382 shares; 2024Q4: 262,024 shares; 2025Q1: 260,820 shares; 2025Q2: 262,563 shares; 2025Q3: 264,378 shares 264,378 $27.2M 2.09% +1,815 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: 106,383 shares; 2024Q4: 106,073 shares; 2025Q1: 106,073 shares; 2025Q2: 107,473 shares; 2025Q3: 107,273 shares 107,273 $27M 2.06% -200 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: 72,388 shares; 2024Q4: 71,788 shares; 2025Q1: 71,638 shares; 2025Q2: 71,796 shares; 2025Q3: 92,158 shares 92,158 $26.6M 2.03% +20,362 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: 36,665 shares; 2024Q4: 37,235 shares; 2025Q1: 36,915 shares; 2025Q2: 55,654 shares; 2025Q3: 76,165 shares 76,165 $26.3M 2.01% +20,511 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: 23,617 shares; 2024Q4: 23,628 shares; 2025Q1: 24,257 shares; 2025Q2: 24,271 shares; 2025Q3: 24,278 shares 24,278 $26.2M 2.01% +7 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: 81,524 shares; 2024Q4: 87,179 shares; 2025Q1: 92,796 shares; 2025Q2: 98,628 shares; 2025Q3: 97,999 shares 97,999 $23.8M 1.82% -629 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: 73,704 shares; 2024Q4: 71,459 shares; 2025Q1: 70,939 shares; 2025Q2: 71,135 shares; 2025Q3: 70,538 shares 70,538 $23.4M 1.79% -597 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: 56,911 shares; 2024Q4: 56,982 shares; 2025Q1: 60,292 shares; 2025Q2: 57,333 shares; 2025Q3: 57,080 shares 57,080 $23.1M 1.77% -253 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: 311,588 shares; 2024Q4: 306,159 shares; 2025Q1: 306,154 shares; 2025Q2: 308,180 shares; 2025Q3: 305,226 shares 305,226 $20.9M 1.6% -2,954 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: 55,513 shares; 2024Q4: 54,552 shares; 2025Q1: 55,600 shares; 2025Q2: 56,830 shares; 2025Q3: 56,482 shares 56,482 $20.9M 1.6% -348 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: 75,525 shares; 2024Q4: 74,527 shares; 2025Q1: 74,905 shares; 2025Q2: 77,142 shares; 2025Q3: 78,424 shares 78,424 $17.9M 1.37% +1,282 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: 274,776 shares; 2024Q4: 266,170 shares; 2025Q1: 266,247 shares; 2025Q2: 260,933 shares; 2025Q3: 264,923 shares 264,923 $17.6M 1.35% +3,990 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: 21,636 shares; 2024Q4: 24,080 shares; 2025Q1: 24,998 shares; 2025Q2: 25,415 shares; 2025Q3: 25,584 shares 25,584 $17M 1.31% +169 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,805 shares; 2024Q4: 528,405 shares; 2025Q1: 524,355 shares; 2025Q2: 529,013 shares; 2025Q3: 530,691 shares 530,691 $16.6M 1.27% +1,678 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,500 shares; 2025Q1: 204,550 shares; 2025Q2: 204,604 shares; 2025Q3: 204,507 shares 204,507 $15.6M 1.2% -97 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: 56,893 shares; 2024Q4: 56,474 shares; 2025Q1: 56,343 shares; 2025Q2: 58,116 shares; 2025Q3: 60,436 shares 60,436 $14.3M 1.09% +2,320 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: 53,404 shares; 2024Q4: 53,213 shares; 2025Q1: 52,866 shares; 2025Q2: 55,268 shares; 2025Q3: 55,414 shares 55,414 $13.1M 1.01% +146 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: 39,277 shares; 2024Q4: 39,428 shares; 2025Q1: 41,929 shares; 2025Q2: 42,938 shares; 2025Q3: 43,924 shares 43,924 $12.4M 0.95% +986 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: 77,922 shares; 2024Q4: 78,982 shares; 2025Q1: 77,147 shares; 2025Q2: 77,722 shares; 2025Q3: 78,756 shares 78,756 $10.7M 0.82% +1,034 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: 142,268 shares; 2024Q4: 121,730 shares; 2025Q1: 105,405 shares; 2025Q2: 110,460 shares; 2025Q3: 111,172 shares 111,172 $10.5M 0.81% +712 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: 45,253 shares; 2024Q4: 44,303 shares; 2025Q1: 45,303 shares; 2025Q2: 47,983 shares; 2025Q3: 49,005 shares 49,005 $10.3M 0.79% +1,022 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: 96,028 shares; 2024Q4: 93,766 shares; 2025Q1: 93,446 shares; 2025Q2: 92,345 shares; 2025Q3: 91,078 shares 91,078 $10.2M 0.78% -1,267 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: 15,538 shares; 2024Q4: 20,752 shares; 2025Q1: 20,755 shares; 2025Q2: 26,211 shares; 2025Q3: 45,727 shares 45,727 $10M 0.77% +19,516 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: 16,450 shares; 2024Q4: 16,090 shares; 2025Q1: 16,027 shares; 2025Q2: 16,344 shares; 2025Q3: 15,965 shares 15,965 $9.73M 0.75% -379 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: 112,632 shares; 2024Q4: 116,568 shares; 2025Q1: 116,453 shares; 2025Q2: 114,360 shares; 2025Q3: 115,258 shares 115,258 $9.63M 0.74% +898 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,490 shares; 2024Q4: 61,220 shares; 2025Q1: 59,283 shares; 2025Q2: 59,327 shares; 2025Q3: 58,973 shares 58,973 $9.06M 0.69% -354 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: 98,241 shares; 2024Q4: 96,721 shares; 2025Q1: 95,555 shares; 2025Q2: 95,988 shares; 2025Q3: 94,655 shares 94,655 $9.01M 0.69% -1,333 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: 50,402 shares; 2024Q4: 50,477 shares; 2025Q1: 49,756 shares; 2025Q2: 47,931 shares; 2025Q3: 48,132 shares 48,132 $8.98M 0.69% +201 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,570 shares; 2024Q4: 132,395 shares; 2025Q1: 132,620 shares; 2025Q2: 175,965 shares; 2025Q3: 178,796 shares 178,796 $8.77M 0.67% +2,831 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 1,965 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares 2,007 $8.61M 0.66% 0 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: 75,874 shares; 2024Q4: 75,655 shares; 2025Q1: 75,856 shares; 2025Q2: 76,571 shares; 2025Q3: 75,313 shares 75,313 $8.49M 0.65% -1,258 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: 65,702 shares; 2024Q4: 78,065 shares; 2025Q1: 62,647 shares; 2025Q2: 61,898 shares; 2025Q3: 61,399 shares 61,399 $8.22M 0.63% -499 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,285 shares; 2024Q4: 51,815 shares; 2025Q1: 51,865 shares; 2025Q2: 54,995 shares; 2025Q3: 54,795 shares 54,795 $8.21M 0.63% -200 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: 97,337 shares; 2024Q4: 95,610 shares; 2025Q1: 95,485 shares; 2025Q2: 97,577 shares; 2025Q3: 96,455 shares 96,455 $8.1M 0.62% -1,122 Timeline LAM RESEARCH CORP 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: 10,042 shares; 2024Q4: 100,270 shares; 2025Q1: 60,270 shares; 2025Q2: 60,270 shares; 2025Q3: 60,270 shares 60,270 $8.07M 0.62% 0 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,084 shares; 2024Q4: 16,935 shares; 2025Q1: 17,719 shares; 2025Q2: 17,750 shares; 2025Q3: 17,716 shares 17,716 $7.88M 0.6% -34 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: 77,139 shares; 2024Q4: 77,139 shares; 2025Q1: 77,389 shares; 2025Q2: 77,389 shares; 2025Q3: 77,389 shares 77,389 $7.39M 0.57% 0 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: 10,279 shares; 2024Q4: 9,482 shares; 2025Q1: 9,486 shares; 2025Q2: 9,602 shares; 2025Q3: 10,013 shares 10,013 $7.35M 0.56% +411 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 24,082 shares; 2025Q1: 23,897 shares; 2025Q2: 23,929 shares; 2025Q3: 23,847 shares 23,847 $7.28M 0.56% -82 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: 46,615 shares; 2024Q4: 46,342 shares; 2025Q1: 31,342 shares; 2025Q2: 20,342 shares; 2025Q3: 20,342 shares 20,342 $7.23M 0.55% 0 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: 62,911 shares; 2024Q4: 61,711 shares; 2025Q1: 62,346 shares; 2025Q2: 63,996 shares; 2025Q3: 62,961 shares 62,961 $7.21M 0.55% -1,035 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,605 shares; 2025Q2: 24,650 shares; 2025Q3: 31,605 shares 31,605 $6.73M 0.52% +6,955 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,500 shares; 2024Q4: 109,500 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 69,900 shares 69,900 $5.88M 0.45% -100 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: 76,336 shares; 2024Q4: 75,511 shares; 2025Q1: 74,791 shares; 2025Q2: 74,431 shares; 2025Q3: 76,236 shares 76,236 $5.75M 0.44% +1,805 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: 17,276 shares; 2024Q4: 15,787 shares; 2025Q1: 13,856 shares; 2025Q2: 13,650 shares; 2025Q3: 13,657 shares 13,657 $5.66M 0.43% +7 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: 29,007 shares; 2024Q4: 28,408 shares; 2025Q1: 28,259 shares; 2025Q2: 28,209 shares; 2025Q3: 28,464 shares 28,464 $5.28M 0.4% +255 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: 12,397 shares; 2024Q4: 11,907 shares; 2025Q1: 11,562 shares; 2025Q2: 11,162 shares; 2025Q3: 10,776 shares 10,776 $5.23M 0.4% -386 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: 8,528 shares; 2024Q4: 8,714 shares; 2025Q1: 13,008 shares; 2025Q2: 13,018 shares; 2025Q3: 13,748 shares 13,748 $5.15M 0.39% +730 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: 62,335 shares; 2024Q4: 60,442 shares; 2025Q1: 30,442 shares; 2025Q2: 30,142 shares; 2025Q3: 29,942 shares 29,942 $4.84M 0.37% -200 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: 93,669 shares; 2024Q4: 93,669 shares; 2025Q1: 93,669 shares; 2025Q2: 93,906 shares; 2025Q3: 92,772 shares 92,772 $4.79M 0.37% -1,134 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: 9,096 shares; 2024Q4: 9,057 shares; 2025Q1: 8,962 shares; 2025Q2: 9,077 shares; 2025Q3: 9,143 shares 9,143 $4.56M 0.35% +66 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,907 shares; 2024Q4: 22,107 shares; 2025Q1: 21,632 shares; 2025Q2: 22,044 shares; 2025Q3: 21,244 shares 21,244 $4.54M 0.35% -800 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: 14,377 shares; 2024Q4: 14,617 shares; 2025Q1: 14,458 shares; 2025Q2: 14,489 shares; 2025Q3: 14,523 shares 14,523 $4.41M 0.34% +34 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: 9,621 shares; 2024Q4: 7,751 shares; 2025Q1: 7,063 shares; 2025Q2: 7,058 shares; 2025Q3: 7,198 shares 7,198 $4.32M 0.33% +140 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: 31,028 shares; 2024Q4: 31,003 shares; 2025Q1: 21,103 shares; 2025Q2: 21,103 shares; 2025Q3: 21,103 shares 21,103 $4.32M 0.33% 0 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: 34,969 shares; 2024Q4: 34,669 shares; 2025Q1: 34,516 shares; 2025Q2: 34,839 shares; 2025Q3: 34,879 shares 34,879 $4.32M 0.33% +40 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: 37,240 shares; 2024Q4: 36,115 shares; 2025Q1: 36,275 shares; 2025Q2: 37,075 shares; 2025Q3: 37,265 shares 37,265 $4.18M 0.32% +190 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: 168,985 shares; 2024Q4: 160,309 shares; 2025Q1: 129,659 shares; 2025Q2: 129,634 shares; 2025Q3: 122,984 shares 122,984 $4.13M 0.32% -6,650 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: 29,123 shares; 2024Q4: 28,471 shares; 2025Q1: 27,767 shares; 2025Q2: 27,663 shares; 2025Q3: 27,813 shares 27,813 $4.02M 0.31% +150 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: 62,121 shares; 2024Q4: 65,223 shares; 2025Q1: 62,350 shares; 2025Q2: 62,751 shares; 2025Q3: 62,603 shares 62,603 $3.81M 0.29% -148 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: 58,547 shares; 2024Q4: 58,182 shares; 2025Q1: 55,432 shares; 2025Q2: 46,882 shares; 2025Q3: 44,882 shares 44,882 $3.73M 0.29% -2,000 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: 80,513 shares; 2024Q4: 80,963 shares; 2025Q1: 79,281 shares; 2025Q2: 83,540 shares; 2025Q3: 82,764 shares 82,764 $3.64M 0.28% -776 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: 148,432 shares; 2024Q4: 146,532 shares; 2025Q1: 147,273 shares; 2025Q2: 138,509 shares; 2025Q3: 138,209 shares 138,209 $3.52M 0.27% -300 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: 45,123 shares; 2024Q4: 45,208 shares; 2025Q1: 45,808 shares; 2025Q2: 48,608 shares; 2025Q3: 49,208 shares 49,208 $3.3M 0.25% +600 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: 10,886 shares; 2024Q4: 10,871 shares; 2025Q1: 10,709 shares; 2025Q2: 10,740 shares; 2025Q3: 10,774 shares 10,774 $3.04M 0.23% +34 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: 29,501 shares; 2024Q4: 29,501 shares; 2025Q1: 29,951 shares; 2025Q2: 35,334 shares; 2025Q3: 35,651 shares 35,651 $2.99M 0.23% +317 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,845 shares; 2024Q4: 45,200 shares; 2025Q1: 45,200 shares; 2025Q2: 44,500 shares; 2025Q3: 42,750 shares 42,750 $2.87M 0.22% -1,750 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,870 shares; 2024Q4: 75,095 shares; 2025Q1: 70,070 shares; 2025Q2: 67,990 shares; 2025Q3: 60,220 shares 60,220 $2.85M 0.22% -7,770 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: 15,850 shares; 2024Q4: 15,650 shares; 2025Q1: 15,750 shares; 2025Q2: 15,750 shares; 2025Q3: 16,450 shares 16,450 $2.84M 0.22% +700 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 15,078 shares; 2025Q1: 14,728 shares; 2025Q2: 14,718 shares; 2025Q3: 14,828 shares 14,828 $2.81M 0.22% +110 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: 35,201 shares; 2024Q4: 36,429 shares; 2025Q1: 34,379 shares; 2025Q2: 32,798 shares; 2025Q3: 32,548 shares 32,548 $2.75M 0.21% -250 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,354 shares; 2024Q4: 68,660 shares; 2025Q1: 52,993 shares; 2025Q2: 51,828 shares; 2025Q3: 49,728 shares 49,728 $2.72M 0.21% -2,100 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: 9,188 shares; 2024Q4: 9,088 shares; 2025Q1: 10,283 shares; 2025Q2: 10,414 shares; 2025Q3: 10,439 shares 10,439 $2.54M 0.19% +25 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: 10,120 shares; 2024Q4: 10,170 shares; 2025Q1: 10,170 shares; 2025Q2: 10,145 shares; 2025Q3: 10,138 shares 10,138 $2.5M 0.19% -7 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,498 shares; 2025Q1: 5,449 shares; 2025Q2: 5,163 shares; 2025Q3: 5,150 shares 5,150 $2.47M 0.19% -13 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: 14,093 shares; 2024Q4: 14,074 shares; 2025Q1: 14,044 shares; 2025Q2: 14,083 shares; 2025Q3: 14,069 shares 14,069 $2.35M 0.18% -14 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: 537 shares; 2024Q4: 1,996 shares; 2025Q1: 3,227 shares; 2025Q2: 4,085 shares; 2025Q3: 4,998 shares 4,998 $2.24M 0.17% +913 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: 22,151 shares; 2024Q4: 19,651 shares; 2025Q1: 19,551 shares; 2025Q2: 19,599 shares; 2025Q3: 19,501 shares 19,501 $2.16M 0.17% -98 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 10,675 shares; 2025Q2: 10,675 shares; 2025Q3: 10,675 shares 10,675 $2.03M 0.16% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,770 shares; 2024Q4: 22,370 shares; 2025Q1: 18,630 shares; 2025Q2: 18,805 shares; 2025Q3: 19,097 shares 19,097 $1.97M 0.15% +292 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: 46,256 shares; 2024Q4: 46,256 shares; 2025Q1: 45,906 shares; 2025Q2: 41,956 shares; 2025Q3: 40,681 shares 40,681 $1.86M 0.14% -1,275 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: 14,895 shares; 2024Q4: 14,595 shares; 2025Q1: 14,420 shares; 2025Q2: 14,120 shares; 2025Q3: 14,120 shares 14,120 $1.81M 0.14% 0 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: 41,509 shares; 2024Q4: 40,309 shares; 2025Q1: 39,384 shares; 2025Q2: 38,534 shares; 2025Q3: 30,634 shares 30,634 $1.71M 0.13% -7,900 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,375 shares; 2025Q2: 19,575 shares; 2025Q3: 15,105 shares 15,105 $1.69M 0.13% -4,470 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: 10,090 shares; 2024Q4: 9,731 shares; 2025Q1: 9,693 shares; 2025Q2: 9,693 shares; 2025Q3: 10,658 shares 10,658 $1.66M 0.13% +965 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,315 shares; 2025Q1: 13,215 shares; 2025Q2: 13,165 shares; 2025Q3: 13,115 shares 13,115 $1.63M 0.12% -50 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,493 shares; 2025Q1: 5,395 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares 5,648 $1.59M 0.12% 0 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: 8,589 shares; 2024Q4: 8,589 shares; 2025Q1: 8,589 shares; 2025Q2: 8,589 shares; 2025Q3: 8,589 shares 8,589 $1.58M 0.12% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,974 shares; 2024Q4: 28,736 shares; 2025Q1: 28,459 shares; 2025Q2: 28,539 shares; 2025Q3: 28,539 shares 28,539 $1.54M 0.12% 0 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: 2,047 shares; 2024Q4: 1,959 shares; 2025Q1: 2,047 shares; 2025Q2: 2,010 shares; 2025Q3: 1,992 shares 1,992 $1.52M 0.12% -18 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: 16,118 shares; 2024Q4: 16,118 shares; 2025Q1: 18,218 shares; 2025Q2: 22,848 shares; 2025Q3: 22,718 shares 22,718 $1.5M 0.11% -130 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: 41,434 shares; 2024Q4: 41,434 shares; 2025Q1: 40,929 shares; 2025Q2: 41,188 shares; 2025Q3: 41,188 shares 41,188 $1.46M 0.11% 0 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: 26,960 shares; 2024Q4: 22,635 shares; 2025Q1: 22,635 shares; 2025Q2: 22,635 shares; 2025Q3: 22,365 shares 22,365 $1.46M 0.11% -270 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,650 shares; 2024Q4: 44,050 shares; 2025Q1: 42,950 shares; 2025Q2: 43,650 shares; 2025Q3: 41,950 shares 41,950 $1.45M 0.11% -1,700 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 13,100 shares; 2025Q1: 13,100 shares; 2025Q2: 13,100 shares; 2025Q3: 13,100 shares 13,100 $1.4M 0.11% 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: 62,299 shares; 2024Q4: 54,993 shares; 2025Q1: 54,911 shares; 2025Q2: 55,573 shares; 2025Q3: 53,697 shares 53,697 $1.3M 0.1% -1,876 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: 33,638 shares; 2024Q4: 34,138 shares; 2025Q1: 30,738 shares; 2025Q2: 29,451 shares; 2025Q3: 28,453 shares 28,453 $1.28M 0.1% -998 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares 21,000 $1.23M 0.09% 0 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: 19,159 shares; 2024Q4: 19,659 shares; 2025Q1: 19,659 shares; 2025Q2: 19,559 shares; 2025Q3: 19,559 shares 19,559 $1.17M 0.09% 0 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: 7,904 shares; 2024Q4: 7,704 shares; 2025Q1: 7,187 shares; 2025Q2: 7,365 shares; 2025Q3: 7,899 shares 7,899 $1.09M 0.08% +534 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 16,300 shares; 2025Q1: 15,600 shares; 2025Q2: 15,528 shares; 2025Q3: 14,028 shares 14,028 $1.09M 0.08% -1,500 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: 2,820 shares; 2024Q4: 2,505 shares; 2025Q1: 2,225 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares 2,053 $1.03M 0.08% 0 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: 19,594 shares; 2024Q4: 18,817 shares; 2025Q1: 16,474 shares; 2025Q2: 16,496 shares; 2025Q3: 14,818 shares 14,818 $1M 0.08% -1,678 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,335 shares; 2024Q4: 10,085 shares; 2025Q1: 10,085 shares; 2025Q2: 10,085 shares; 2025Q3: 10,725 shares 10,725 $975K 0.07% +640 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,632 shares; 2025Q1: 8,259 shares; 2025Q2: 8,262 shares; 2025Q3: 8,265 shares 8,265 $974K 0.07% +3 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 9,579 shares; 2025Q1: 9,579 shares; 2025Q2: 9,655 shares; 2025Q3: 9,579 shares 9,579 $972K 0.07% -76 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: 10,127 shares; 2024Q4: 10,103 shares; 2025Q1: 10,121 shares; 2025Q2: 10,234 shares; 2025Q3: 10,007 shares 10,007 $948K 0.07% -227 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: 5,633 shares; 2024Q4: 5,608 shares; 2025Q1: 5,483 shares; 2025Q2: 5,633 shares; 2025Q3: 5,633 shares 5,633 $940K 0.07% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,344 shares; 2024Q4: 6,860 shares; 2025Q1: 6,800 shares; 2025Q2: 6,826 shares; 2025Q3: 6,616 shares 6,616 $921K 0.07% -210 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares 6,300 $888K 0.07% 0 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: 33,041 shares; 2024Q4: 31,110 shares; 2025Q1: 29,611 shares; 2025Q2: 29,991 shares; 2025Q3: 29,602 shares 29,602 $836K 0.06% -389 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: 3,453 shares; 2024Q4: 2,227 shares; 2025Q1: 2,262 shares; 2025Q2: 2,351 shares; 2025Q3: 2,450 shares 2,450 $804K 0.06% +99 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: 7,146 shares; 2024Q4: 7,146 shares; 2025Q1: 6,046 shares; 2025Q2: 6,046 shares; 2025Q3: 5,946 shares 5,946 $801K 0.06% -100 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 5,561 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,581 shares 5,581 $793K 0.06% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,297 shares 2,297 $791K 0.06% -3 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: 14,389 shares; 2024Q4: 14,389 shares; 2025Q1: 13,889 shares; 2025Q2: 14,634 shares; 2025Q3: 12,834 shares 12,834 $785K 0.06% -1,800 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 8,284 shares; 2025Q1: 8,244 shares; 2025Q2: 8,192 shares; 2025Q3: 8,192 shares 8,192 $732K 0.06% 0 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: 4,900 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $731K 0.06% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares 8,700 $716K 0.05% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares; 2025Q3: 4,886 shares 4,886 $705K 0.05% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,607 shares; 2024Q4: 7,507 shares; 2025Q1: 7,507 shares; 2025Q2: 7,507 shares; 2025Q3: 7,457 shares 7,457 $682K 0.05% -50 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: 1,051 shares; 2024Q4: 1,103 shares; 2025Q1: 1,036 shares; 2025Q2: 1,019 shares; 2025Q3: 1,015 shares 1,015 $679K 0.05% -4 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,517 shares; 2024Q4: 26,906 shares; 2025Q1: 27,257 shares; 2025Q2: 27,659 shares; 2025Q3: 37,705 shares 37,705 $647K 0.05% +10,046 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,318 shares; 2025Q3: 1,300 shares 1,300 $594K 0.05% -18 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: 1,947 shares; 2024Q4: 1,944 shares; 2025Q1: 1,935 shares; 2025Q2: 1,929 shares; 2025Q3: 1,931 shares 1,931 $539K 0.04% +2 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares 3,225 $523K 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $520K 0.04% 0 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: 686 shares; 2024Q4: 686 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares 673 $520K 0.04% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,300 shares; 2024Q4: 21,300 shares; 2025Q1: 20,550 shares; 2025Q2: 18,550 shares; 2025Q3: 17,800 shares 17,800 $503K 0.04% -750 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,700 shares; 2025Q2: 5,500 shares; 2025Q3: 5,700 shares 5,700 $499K 0.04% +200 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: 1,474 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,465 shares; 2025Q3: 1,461 shares 1,461 $499K 0.04% -4 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 27,300 shares; 2025Q2: 27,300 shares; 2025Q3: 34,300 shares 34,300 $495K 0.04% +7,000 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: 39,792 shares; 2024Q4: 39,542 shares; 2025Q1: 36,745 shares; 2025Q2: 33,310 shares; 2025Q3: 20,034 shares 20,034 $459K 0.04% -13,276 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares 1,077 $455K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,833 shares; 2025Q3: 1,812 shares 1,812 $432K 0.03% -21 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: 525 shares; 2024Q4: 530 shares; 2025Q1: 559 shares; 2025Q2: 340 shares; 2025Q3: 354 shares 354 $424K 0.03% +14 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,975 shares; 2024Q4: 37,835 shares; 2025Q1: 34,575 shares; 2025Q2: 34,425 shares; 2025Q3: 28,400 shares 28,400 $423K 0.03% -6,025 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: 2,150 shares; 2024Q4: 2,050 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 2,060 shares 2,060 $416K 0.03% +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: 1,454 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,429 shares; 2025Q3: 1,408 shares 1,408 $413K 0.03% -21 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: 8,970 shares; 2024Q4: 8,970 shares; 2025Q1: 8,970 shares; 2025Q2: 8,637 shares; 2025Q3: 8,427 shares 8,427 $407K 0.03% -210 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: 3,347 shares; 2024Q4: 3,032 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,832 shares 2,832 $398K 0.03% -60 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $391K 0.03% 0 Timeline NVIDIA CORPORATION 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares 65 $388K 0.03% new BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares 2,256 $385K 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 11,507 shares; 2025Q1: 11,507 shares; 2025Q2: 11,507 shares; 2025Q3: 10,910 shares 10,910 $375K 0.03% -597 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: 3,650 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,150 shares; 2025Q3: 3,050 shares 3,050 $374K 0.03% -100 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 6,256 shares; 2025Q1: 6,256 shares; 2025Q2: 6,256 shares; 2025Q3: 6,256 shares 6,256 $373K 0.03% 0 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: 6,702 shares; 2024Q4: 6,702 shares; 2025Q1: 6,702 shares; 2025Q2: 6,702 shares; 2025Q3: 6,550 shares 6,550 $363K 0.03% -152 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: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,176 shares; 2025Q2: 1,177 shares; 2025Q3: 1,192 shares 1,192 $359K 0.03% +15 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $349K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,668 shares 1,668 $348K 0.03% +35 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: 4,099 shares; 2024Q4: 4,099 shares; 2025Q1: 4,712 shares; 2025Q2: 4,979 shares; 2025Q3: 4,712 shares 4,712 $344K 0.03% -267 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,000 shares; 2025Q2: 3,127 shares; 2025Q3: 3,127 shares 3,127 $341K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares 1,585 $337K 0.03% 0 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $333K 0.03% 0 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: 534 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares 575 $327K 0.03% 0 Timeline ECML EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,863 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares 9,800 $326K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 19,600 shares; 2025Q1: 19,300 shares; 2025Q2: 7,700 shares; 2025Q3: 6,400 shares 6,400 $323K 0.02% -1,300 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $319K 0.02% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,196 shares; 2025Q3: 2,511 shares 2,511 $319K 0.02% -685 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares 3,350 $318K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,272 shares; 2025Q3: 4,282 shares 4,282 $306K 0.02% +10 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,545 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares 3,235 $305K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares 945 $302K 0.02% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 740 shares; 2025Q3: 740 shares 740 $289K 0.02% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,360 shares 1,360 $287K 0.02% -55 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $281K 0.02% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 18,880 shares; 2025Q1: 19,155 shares; 2025Q2: 16,255 shares; 2025Q3: 4,525 shares 4,525 $278K 0.02% -11,730 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $277K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 889 shares; 2025Q3: 889 shares 889 $274K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,073 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares 1,067 $271K 0.02% 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: 3,122 shares; 2024Q4: 9,366 shares; 2025Q1: 9,366 shares; 2025Q2: 9,366 shares; 2025Q3: 9,848 shares 9,848 $269K 0.02% +482 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,395 shares 1,395 $266K 0.02% -115 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $263K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $258K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,377 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares 1,364 $254K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares 3,780 $254K 0.02% 0 Timeline IJS 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: 2,292 shares; 2024Q4: 2,292 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares 2,292 $253K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $252K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $252K 0.02% 0 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: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares 1,083 $249K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $244K 0.02% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,609 shares; 2025Q1: 2,609 shares; 2025Q2: not reported; 2025Q3: 2,609 shares 2,609 $244K 0.02% new 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: 588 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $243K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 1,122 shares 1,122 $242K 0.02% -92 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $240K 0.02% 0 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,320 shares; 2025Q1: not reported; 2025Q2: 9,320 shares; 2025Q3: 9,320 shares 9,320 $240K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,417 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $237K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares 1,718 $237K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: 981 shares; 2025Q3: 976 shares 976 $234K 0.02% -5 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: 3,744 shares; 2024Q4: 3,516 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares 3,739 $234K 0.02% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,550 shares 1,550 $233K 0.02% +225 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 2,117 shares; 2025Q3: 2,064 shares 2,064 $232K 0.02% -53 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares 1,666 $226K 0.02% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares 5,570 $225K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares 3,553 $225K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,278 shares; 2025Q3: 8,404 shares 8,404 $221K 0.02% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,320 shares 1,320 $221K 0.02% 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: 3,052 shares; 2024Q4: 3,017 shares; 2025Q1: 2,462 shares; 2025Q2: 2,455 shares; 2025Q3: 2,454 shares 2,454 $220K 0.02% -1 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares 3,075 $214K 0.02% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares 1,900 $210K 0.02% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $208K 0.02% 0 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: 3,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,725 shares 2,725 $206K 0.02% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares 2,655 $205K 0.02% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,669 shares; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: 1,403 shares 1,403 $204K 0.02% -83 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares 2,330 $204K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares 1,448 $203K 0.02% new 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: 408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares 406 $203K 0.02% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 13,275 shares; 2025Q1: 13,275 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares 16,300 $148K 0.01% 0 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,344 shares; 2024Q4: 30,344 shares; 2025Q1: 30,344 shares; 2025Q2: 30,344 shares; 2025Q3: 30,344 shares 30,344 $78.6K 0.01% 0 Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $21.7K <0.01% 0 Timeline