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: restricted; 2024Q4: 1,137,344 shares; 2025Q1: 1,134,741 shares; 2025Q2: 1,112,866 shares; 2025Q3: 1,073,543 shares 1,073,543 $200M 5.1% -39,323 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: restricted; 2024Q4: 377,308 shares; 2025Q1: 387,654 shares; 2025Q2: 390,270 shares; 2025Q3: 382,294 shares 382,294 $198M 5.04% -7,976 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: restricted; 2024Q4: 734,077 shares; 2025Q1: 705,114 shares; 2025Q2: 711,878 shares; 2025Q3: 705,260 shares 705,260 $180M 4.57% -6,618 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: restricted; 2024Q4: 516,587 shares; 2025Q1: 516,860 shares; 2025Q2: 526,618 shares; 2025Q3: 524,143 shares 524,143 $154M 3.92% -2,475 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: restricted; 2024Q4: 473,274 shares; 2025Q1: 476,826 shares; 2025Q2: 482,938 shares; 2025Q3: 474,083 shares 474,083 $104M 2.65% -8,855 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: restricted; 2024Q4: 1,451,929 shares; 2025Q1: 1,536,401 shares; 2025Q2: 1,580,727 shares; 2025Q3: 1,597,778 shares 1,597,778 $95.7M 2.44% +17,051 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: restricted; 2024Q4: 313,868 shares; 2025Q1: 298,529 shares; 2025Q2: 290,889 shares; 2025Q3: 278,218 shares 278,218 $87.8M 2.24% -12,671 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: restricted; 2024Q4: 363,637 shares; 2025Q1: 365,438 shares; 2025Q2: 363,026 shares; 2025Q3: 331,459 shares 331,459 $80.6M 2.05% -31,567 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: restricted; 2024Q4: 98,430 shares; 2025Q1: 99,296 shares; 2025Q2: 101,088 shares; 2025Q3: 100,568 shares 100,568 $73.9M 1.88% -520 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: restricted; 2024Q4: 188,698 shares; 2025Q1: 206,671 shares; 2025Q2: 221,360 shares; 2025Q3: 220,964 shares 220,964 $72.9M 1.86% -396 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: restricted; 2024Q4: 238,750 shares; 2025Q1: 243,464 shares; 2025Q2: 247,020 shares; 2025Q3: 246,690 shares 246,690 $60.1M 1.53% -330 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571,359 shares; 2025Q1: 550,387 shares; 2025Q2: 593,386 shares; 2025Q3: 581,197 shares 581,197 $54.3M 1.38% -12,189 Timeline DFAS 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: restricted; 2024Q4: 1,095,423 shares; 2025Q1: 1,158,703 shares; 2025Q2: 1,183,712 shares; 2025Q3: 764,595 shares 764,595 $52.3M 1.33% -419,117 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: restricted; 2024Q4: 160,942 shares; 2025Q1: 158,884 shares; 2025Q2: 156,190 shares; 2025Q3: 153,194 shares 153,194 $52.3M 1.33% -2,996 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: restricted; 2024Q4: 117,024 shares; 2025Q1: 117,062 shares; 2025Q2: 117,708 shares; 2025Q3: 121,566 shares 121,566 $49.3M 1.25% +3,858 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: restricted; 2024Q4: 854,006 shares; 2025Q1: 827,556 shares; 2025Q2: 792,742 shares; 2025Q3: 752,378 shares 752,378 $49.1M 1.25% -40,364 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: restricted; 2024Q4: 306,930 shares; 2025Q1: 316,338 shares; 2025Q2: 313,011 shares; 2025Q3: 304,743 shares 304,743 $47.3M 1.21% -8,268 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: restricted; 2024Q4: 91,794 shares; 2025Q1: 92,197 shares; 2025Q2: 92,774 shares; 2025Q3: 92,743 shares 92,743 $46.6M 1.19% -31 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: restricted; 2024Q4: 285,003 shares; 2025Q1: 293,480 shares; 2025Q2: 290,725 shares; 2025Q3: 284,785 shares 284,785 $43.8M 1.11% -5,940 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: restricted; 2024Q4: 246,437 shares; 2025Q1: 252,463 shares; 2025Q2: 251,903 shares; 2025Q3: 246,408 shares 246,408 $41.2M 1.05% -5,495 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: restricted; 2024Q4: 189,039 shares; 2025Q1: 188,357 shares; 2025Q2: 181,339 shares; 2025Q3: 177,556 shares 177,556 $41.1M 1.05% -3,783 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: restricted; 2024Q4: 398,043 shares; 2025Q1: 394,187 shares; 2025Q2: 390,809 shares; 2025Q3: 386,385 shares 386,385 $39.8M 1.01% -4,424 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: restricted; 2024Q4: 127,777 shares; 2025Q1: 130,092 shares; 2025Q2: 130,761 shares; 2025Q3: 129,838 shares 129,838 $39.5M 1.01% -923 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: restricted; 2024Q4: 553,581 shares; 2025Q1: 568,076 shares; 2025Q2: 573,700 shares; 2025Q3: 555,574 shares 555,574 $38M 0.97% -18,126 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: restricted; 2024Q4: 192,704 shares; 2025Q1: 204,090 shares; 2025Q2: 205,088 shares; 2025Q3: 201,994 shares 201,994 $37.5M 0.95% -3,094 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,143 shares; 2025Q1: 48,243 shares; 2025Q2: 50,866 shares; 2025Q3: 49,201 shares 49,201 $36.7M 0.94% -1,665 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,087 shares; 2025Q1: 60,252 shares; 2025Q2: 60,125 shares; 2025Q3: 59,962 shares 59,962 $35.7M 0.91% -163 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: restricted; 2024Q4: 693,824 shares; 2025Q1: 704,029 shares; 2025Q2: 694,264 shares; 2025Q3: 683,204 shares 683,204 $35.2M 0.9% -11,060 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: restricted; 2024Q4: 73,786 shares; 2025Q1: 70,158 shares; 2025Q2: 69,517 shares; 2025Q3: 69,367 shares 69,367 $34.1M 0.87% -150 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: restricted; 2024Q4: 229,845 shares; 2025Q1: 267,598 shares; 2025Q2: 287,210 shares; 2025Q3: 284,570 shares 284,570 $33.8M 0.86% -2,640 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: restricted; 2024Q4: 21,521 shares; 2025Q1: 21,543 shares; 2025Q2: 314,267 shares; 2025Q3: 301,871 shares 301,871 $32.5M 0.83% -12,396 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: restricted; 2024Q4: 329,636 shares; 2025Q1: 352,761 shares; 2025Q2: 369,596 shares; 2025Q3: 370,347 shares 370,347 $32.3M 0.82% +751 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: restricted; 2024Q4: 3,926 shares; 2025Q1: 3,778 shares; 2025Q2: 3,737 shares; 2025Q3: 5,857 shares 5,857 $31.6M 0.81% +2,120 Timeline VGSH 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: restricted; 2024Q4: 466,665 shares; 2025Q1: 447,318 shares; 2025Q2: 513,904 shares; 2025Q3: 531,957 shares 531,957 $31.3M 0.8% +18,053 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: restricted; 2024Q4: 280,020 shares; 2025Q1: 296,335 shares; 2025Q2: 305,984 shares; 2025Q3: 316,240 shares 316,240 $28.9M 0.74% +10,256 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: restricted; 2024Q4: 95,451 shares; 2025Q1: 99,311 shares; 2025Q2: 100,298 shares; 2025Q3: 100,506 shares 100,506 $28.4M 0.72% +208 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: restricted; 2024Q4: 56,875 shares; 2025Q1: 57,517 shares; 2025Q2: 59,158 shares; 2025Q3: 57,040 shares 57,040 $27.2M 0.69% -2,118 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: restricted; 2024Q4: 67,641 shares; 2025Q1: 69,294 shares; 2025Q2: 68,562 shares; 2025Q3: 72,875 shares 72,875 $26.9M 0.69% +4,313 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: restricted; 2024Q4: 92,639 shares; 2025Q1: 96,038 shares; 2025Q2: 97,403 shares; 2025Q3: 97,359 shares 97,359 $26.7M 0.68% -44 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: restricted; 2024Q4: 47,931 shares; 2025Q1: 51,760 shares; 2025Q2: 53,144 shares; 2025Q3: 54,294 shares 54,294 $26.3M 0.67% +1,150 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: restricted; 2024Q4: 70,304 shares; 2025Q1: 72,002 shares; 2025Q2: 71,951 shares; 2025Q3: 67,740 shares 67,740 $23.9M 0.61% -4,211 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: restricted; 2024Q4: 253,244 shares; 2025Q1: 286,162 shares; 2025Q2: 299,846 shares; 2025Q3: 311,871 shares 311,871 $23.5M 0.6% +12,025 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: restricted; 2024Q4: 11,517 shares; 2025Q1: 17,681 shares; 2025Q2: 22,716 shares; 2025Q3: 23,721 shares 23,721 $21.8M 0.56% +1,005 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,956 shares; 2025Q1: 89,314 shares; 2025Q2: 92,276 shares; 2025Q3: 92,146 shares 92,146 $21.7M 0.55% -130 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: restricted; 2024Q4: 20,830 shares; 2025Q1: 20,004 shares; 2025Q2: 19,421 shares; 2025Q3: 18,472 shares 18,472 $21.5M 0.55% -949 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: restricted; 2024Q4: 449,698 shares; 2025Q1: 469,061 shares; 2025Q2: 484,342 shares; 2025Q3: 489,239 shares 489,239 $21.5M 0.55% +4,897 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: restricted; 2024Q4: 63,475 shares; 2025Q1: 67,294 shares; 2025Q2: 69,255 shares; 2025Q3: 69,331 shares 69,331 $21.2M 0.54% +76 Timeline SCHO 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: restricted; 2024Q4: 824,205 shares; 2025Q1: 831,426 shares; 2025Q2: 824,418 shares; 2025Q3: 840,843 shares 840,843 $20.5M 0.52% +16,425 Timeline IEMG 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: restricted; 2024Q4: 567,701 shares; 2025Q1: 181,042 shares; 2025Q2: 263,939 shares; 2025Q3: 305,204 shares 305,204 $20.1M 0.51% +41,265 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 250,620 shares; 2025Q2: 261,277 shares; 2025Q3: 261,265 shares 261,265 $19.6M 0.5% -12 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: restricted; 2024Q4: 204,510 shares; 2025Q1: 217,985 shares; 2025Q2: 219,682 shares; 2025Q3: 138,249 shares 138,249 $19.4M 0.49% -81,433 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: restricted; 2024Q4: 3,309 shares; 2025Q1: 3,618 shares; 2025Q2: 3,994 shares; 2025Q3: 25,269 shares 25,269 $19.3M 0.49% +21,275 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,597 shares; 2025Q1: 68,739 shares; 2025Q2: 69,886 shares; 2025Q3: 69,360 shares 69,360 $19M 0.48% -526 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: restricted; 2024Q4: 102,345 shares; 2025Q1: 98,346 shares; 2025Q2: 95,513 shares; 2025Q3: 89,896 shares 89,896 $18.9M 0.48% -5,617 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: restricted; 2024Q4: 41,579 shares; 2025Q1: 41,541 shares; 2025Q2: 42,339 shares; 2025Q3: 41,836 shares 41,836 $18.6M 0.47% -503 Timeline VCSH 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: restricted; 2024Q4: 205,631 shares; 2025Q1: 213,837 shares; 2025Q2: 217,701 shares; 2025Q3: 232,065 shares 232,065 $18.5M 0.47% +14,364 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: restricted; 2024Q4: 29,744 shares; 2025Q1: 39,359 shares; 2025Q2: 50,543 shares; 2025Q3: 49,468 shares 49,468 $18.5M 0.47% -1,075 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 698,119 shares; 2025Q1: 710,774 shares; 2025Q2: 704,762 shares; 2025Q3: 718,072 shares 718,072 $18M 0.46% +13,310 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: restricted; 2024Q4: 138,833 shares; 2025Q1: 147,054 shares; 2025Q2: 151,428 shares; 2025Q3: 156,377 shares 156,377 $17.6M 0.45% +4,949 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: restricted; 2024Q4: 33,916 shares; 2025Q1: 34,833 shares; 2025Q2: 35,100 shares; 2025Q3: 34,881 shares 34,881 $17.4M 0.44% -219 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,252 shares; 2025Q1: 227,366 shares; 2025Q2: 234,202 shares; 2025Q3: 236,461 shares 236,461 $17.4M 0.44% +2,259 Timeline VWO 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: restricted; 2024Q4: 321,004 shares; 2025Q1: 319,944 shares; 2025Q2: 321,273 shares; 2025Q3: 315,429 shares 315,429 $17.1M 0.44% -5,844 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: restricted; 2024Q4: 221,806 shares; 2025Q1: 233,356 shares; 2025Q2: 230,731 shares; 2025Q3: 222,104 shares 222,104 $17M 0.43% -8,627 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: restricted; 2024Q4: 135,569 shares; 2025Q1: 130,496 shares; 2025Q2: 128,862 shares; 2025Q3: 129,997 shares 129,997 $16.8M 0.43% +1,135 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: restricted; 2024Q4: 28,429 shares; 2025Q1: 26,041 shares; 2025Q2: 26,898 shares; 2025Q3: 24,517 shares 24,517 $16.4M 0.42% -2,381 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,780 shares; 2025Q1: 92,581 shares; 2025Q2: 103,494 shares; 2025Q3: 106,249 shares 106,249 $15.7M 0.4% +2,755 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,948 shares; 2025Q1: 108,920 shares; 2025Q2: 112,498 shares; 2025Q3: 115,528 shares 115,528 $15.2M 0.39% +3,030 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: restricted; 2024Q4: 53,850 shares; 2025Q1: 55,763 shares; 2025Q2: 56,588 shares; 2025Q3: 60,242 shares 60,242 $14.2M 0.36% +3,654 Timeline VGIT 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: restricted; 2024Q4: 181,219 shares; 2025Q1: 172,433 shares; 2025Q2: 227,091 shares; 2025Q3: 234,531 shares 234,531 $14.1M 0.36% +7,440 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: restricted; 2024Q4: 15,668 shares; 2025Q1: 15,611 shares; 2025Q2: 15,777 shares; 2025Q3: 15,087 shares 15,087 $14M 0.36% -690 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: restricted; 2024Q4: 19,011 shares; 2025Q1: 19,004 shares; 2025Q2: 18,143 shares; 2025Q3: 17,469 shares 17,469 $13.9M 0.35% -674 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: restricted; 2024Q4: 125,253 shares; 2025Q1: 153,317 shares; 2025Q2: 157,068 shares; 2025Q3: 164,055 shares 164,055 $13.8M 0.35% +6,987 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: restricted; 2024Q4: 79,624 shares; 2025Q1: 80,521 shares; 2025Q2: 80,801 shares; 2025Q3: 83,338 shares 83,338 $13.2M 0.34% +2,537 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: restricted; 2024Q4: 55,457 shares; 2025Q1: 57,278 shares; 2025Q2: 57,932 shares; 2025Q3: 53,552 shares 53,552 $13.2M 0.34% -4,380 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,256 shares; 2025Q1: 22,088 shares; 2025Q2: 35,795 shares; 2025Q3: 39,029 shares 39,029 $12.8M 0.33% +3,234 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,675 shares; 2025Q1: 28,960 shares; 2025Q2: 29,696 shares; 2025Q3: 30,410 shares 30,410 $12M 0.31% +714 Timeline VCIT 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: restricted; 2024Q4: 118,230 shares; 2025Q1: 124,916 shares; 2025Q2: 129,398 shares; 2025Q3: 138,166 shares 138,166 $11.6M 0.3% +8,768 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: restricted; 2024Q4: 27,156 shares; 2025Q1: 27,982 shares; 2025Q2: 19,108 shares; 2025Q3: 18,940 shares 18,940 $11.5M 0.29% -168 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: restricted; 2024Q4: 6,242 shares; 2025Q1: 17,016 shares; 2025Q2: 26,791 shares; 2025Q3: 28,495 shares 28,495 $11.2M 0.28% +1,704 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,038 shares; 2025Q1: 40,567 shares; 2025Q2: 41,943 shares; 2025Q3: 42,851 shares 42,851 $11.1M 0.28% +908 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: restricted; 2024Q4: 95,905 shares; 2025Q1: 100,468 shares; 2025Q2: 99,496 shares; 2025Q3: 115,321 shares 115,321 $11M 0.28% +15,825 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: restricted; 2024Q4: 23,356 shares; 2025Q1: 23,367 shares; 2025Q2: 23,188 shares; 2025Q3: 21,943 shares 21,943 $11M 0.28% -1,245 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: restricted; 2024Q4: 54,409 shares; 2025Q1: 52,815 shares; 2025Q2: 51,567 shares; 2025Q3: 49,348 shares 49,348 $10.9M 0.28% -2,219 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: restricted; 2024Q4: 13,942 shares; 2025Q1: 12,646 shares; 2025Q2: 20,579 shares; 2025Q3: 21,550 shares 21,550 $10.5M 0.27% +971 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,013 shares; 2025Q1: 52,809 shares; 2025Q2: 54,127 shares; 2025Q3: 55,200 shares 55,200 $10.4M 0.26% +1,073 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: restricted; 2024Q4: 56,032 shares; 2025Q1: 62,271 shares; 2025Q2: 61,080 shares; 2025Q3: 61,271 shares 61,271 $10.2M 0.26% +191 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,545 shares; 2025Q1: 33,357 shares; 2025Q2: 33,743 shares; 2025Q3: 34,220 shares 34,220 $10.1M 0.26% +477 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362,707 shares; 2025Q1: 300,248 shares; 2025Q2: 417,115 shares; 2025Q3: 415,312 shares 415,312 $10.1M 0.26% -1,803 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: restricted; 2024Q4: 59,414 shares; 2025Q1: 65,486 shares; 2025Q2: 61,740 shares; 2025Q3: 57,695 shares 57,695 $10.1M 0.26% -4,045 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: restricted; 2024Q4: 12,116 shares; 2025Q1: 29,799 shares; 2025Q2: 29,454 shares; 2025Q3: 29,027 shares 29,027 $9.9M 0.25% -427 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: restricted; 2024Q4: 100,915 shares; 2025Q1: 109,208 shares; 2025Q2: 117,426 shares; 2025Q3: 49,344 shares 49,344 $9.78M 0.25% -68,082 Timeline VMBS 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: restricted; 2024Q4: 182,906 shares; 2025Q1: 192,647 shares; 2025Q2: 193,283 shares; 2025Q3: 204,655 shares 204,655 $9.61M 0.24% +11,372 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: restricted; 2024Q4: 141,268 shares; 2025Q1: 113,798 shares; 2025Q2: 103,436 shares; 2025Q3: 99,245 shares 99,245 $9.25M 0.24% -4,191 Timeline VBK 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: restricted; 2024Q4: 36,477 shares; 2025Q1: 34,574 shares; 2025Q2: 32,621 shares; 2025Q3: 30,953 shares 30,953 $9.21M 0.23% -1,668 Timeline BBUS 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: restricted; 2024Q4: 83,346 shares; 2025Q1: 86,663 shares; 2025Q2: 76,264 shares; 2025Q3: 75,407 shares 75,407 $9.1M 0.23% -857 Timeline VOT 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: restricted; 2024Q4: 35,916 shares; 2025Q1: 34,404 shares; 2025Q2: 32,745 shares; 2025Q3: 30,731 shares 30,731 $9.03M 0.23% -2,014 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: restricted; 2024Q4: 30,919 shares; 2025Q1: 32,807 shares; 2025Q2: 34,290 shares; 2025Q3: 37,099 shares 37,099 $8.79M 0.22% +2,809 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: restricted; 2024Q4: 4,806 shares; 2025Q1: 3,687 shares; 2025Q2: 51,414 shares; 2025Q3: 51,333 shares 51,333 $8.77M 0.22% -81 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: restricted; 2024Q4: 169,205 shares; 2025Q1: 167,674 shares; 2025Q2: 148,640 shares; 2025Q3: 131,031 shares 131,031 $8.69M 0.22% -17,609 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: restricted; 2024Q4: 39,309 shares; 2025Q1: 42,387 shares; 2025Q2: 44,175 shares; 2025Q3: 39,181 shares 39,181 $8.6M 0.22% -4,994 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: restricted; 2024Q4: 64,054 shares; 2025Q1: 64,094 shares; 2025Q2: 61,400 shares; 2025Q3: 62,248 shares 62,248 $8.34M 0.21% +848 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,998 shares; 2025Q1: 164,346 shares; 2025Q2: 174,273 shares; 2025Q3: 176,236 shares 176,236 $7.91M 0.2% +1,963 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: restricted; 2024Q4: 19,496 shares; 2025Q1: 18,818 shares; 2025Q2: 16,863 shares; 2025Q3: 15,840 shares 15,840 $7.77M 0.2% -1,023 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: restricted; 2024Q4: 61,017 shares; 2025Q1: 59,885 shares; 2025Q2: 58,603 shares; 2025Q3: 57,035 shares 57,035 $7.48M 0.19% -1,568 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: restricted; 2024Q4: 84,049 shares; 2025Q1: 79,944 shares; 2025Q2: 78,730 shares; 2025Q3: 76,873 shares 76,873 $7.29M 0.19% -1,857 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: restricted; 2024Q4: 61,848 shares; 2025Q1: 76,583 shares; 2025Q2: 90,759 shares; 2025Q3: 85,997 shares 85,997 $7.23M 0.18% -4,762 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,837 shares; 2025Q1: 59,660 shares; 2025Q2: 58,507 shares; 2025Q3: 56,873 shares 56,873 $7.21M 0.18% -1,634 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: restricted; 2024Q4: 31,988 shares; 2025Q1: 34,436 shares; 2025Q2: 36,527 shares; 2025Q3: 35,438 shares 35,438 $7.12M 0.18% -1,089 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: restricted; 2024Q4: 24,476 shares; 2025Q1: 20,633 shares; 2025Q2: 22,305 shares; 2025Q3: 20,996 shares 20,996 $6.89M 0.18% -1,309 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: restricted; 2024Q4: 11,176 shares; 2025Q1: 11,522 shares; 2025Q2: 12,012 shares; 2025Q3: 11,765 shares 11,765 $6.69M 0.17% -247 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,434 shares; 2025Q1: 83,210 shares; 2025Q2: 87,609 shares; 2025Q3: 94,152 shares 94,152 $6.67M 0.17% +6,543 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,697 shares; 2025Q1: 66,836 shares; 2025Q2: 66,345 shares; 2025Q3: 64,062 shares 64,062 $6.65M 0.17% -2,283 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,530 shares; 2025Q1: 78,787 shares; 2025Q2: 83,276 shares; 2025Q3: 84,985 shares 84,985 $6.64M 0.17% +1,709 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: restricted; 2024Q4: 91,539 shares; 2025Q1: 96,412 shares; 2025Q2: 98,386 shares; 2025Q3: 98,945 shares 98,945 $6.64M 0.17% +559 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: restricted; 2024Q4: 55,282 shares; 2025Q1: 59,125 shares; 2025Q2: 59,526 shares; 2025Q3: 58,971 shares 58,971 $6.63M 0.17% -555 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: restricted; 2024Q4: 138,162 shares; 2025Q1: 134,746 shares; 2025Q2: 133,579 shares; 2025Q3: 131,208 shares 131,208 $6.62M 0.17% -2,371 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: restricted; 2024Q4: 18,564 shares; 2025Q1: 18,072 shares; 2025Q2: 14,681 shares; 2025Q3: 14,125 shares 14,125 $6.46M 0.16% -556 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: restricted; 2024Q4: 109,180 shares; 2025Q1: 99,597 shares; 2025Q2: 98,801 shares; 2025Q3: 100,699 shares 100,699 $6.38M 0.16% +1,898 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: restricted; 2024Q4: 38,366 shares; 2025Q1: 11,579 shares; 2025Q2: 9,164 shares; 2025Q3: 9,548 shares 9,548 $6.36M 0.16% +384 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,652 shares; 2025Q1: 191,794 shares; 2025Q2: 197,055 shares; 2025Q3: 200,369 shares 200,369 $6.34M 0.16% +3,314 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: restricted; 2024Q4: 37,586 shares; 2025Q1: 35,482 shares; 2025Q2: 32,598 shares; 2025Q3: 30,307 shares 30,307 $6.33M 0.16% -2,291 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: restricted; 2024Q4: 52,982 shares; 2025Q1: 60,180 shares; 2025Q2: 63,098 shares; 2025Q3: 63,690 shares 63,690 $6.02M 0.15% +592 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: restricted; 2024Q4: 91,765 shares; 2025Q1: 93,760 shares; 2025Q2: 92,336 shares; 2025Q3: 91,176 shares 91,176 $6.02M 0.15% -1,160 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,765 shares; 2025Q1: 26,798 shares; 2025Q2: 74,457 shares; 2025Q3: 71,449 shares 71,449 $5.83M 0.15% -3,008 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,522 shares; 2025Q1: 38,804 shares; 2025Q2: 40,201 shares; 2025Q3: 39,865 shares 39,865 $5.83M 0.15% -336 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: restricted; 2024Q4: 112,016 shares; 2025Q1: 101,172 shares; 2025Q2: 95,371 shares; 2025Q3: 89,429 shares 89,429 $5.74M 0.15% -5,942 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: restricted; 2024Q4: 4,069 shares; 2025Q1: 4,166 shares; 2025Q2: 8,842 shares; 2025Q3: 10,109 shares 10,109 $5.68M 0.14% +1,267 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: restricted; 2024Q4: 8,725 shares; 2025Q1: 8,795 shares; 2025Q2: 9,053 shares; 2025Q3: 19,860 shares 19,860 $5.6M 0.14% +10,807 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,376 shares; 2025Q1: 24,550 shares; 2025Q2: 25,002 shares; 2025Q3: 26,085 shares 26,085 $5.58M 0.14% +1,083 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: restricted; 2024Q4: 107,370 shares; 2025Q1: 57,761 shares; 2025Q2: 50,006 shares; 2025Q3: 48,241 shares 48,241 $5.52M 0.14% -1,765 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: restricted; 2024Q4: 38,562 shares; 2025Q1: 38,945 shares; 2025Q2: 34,152 shares; 2025Q3: 32,224 shares 32,224 $5.49M 0.14% -1,928 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,670 shares; 2025Q1: 17,888 shares; 2025Q2: 26,010 shares; 2025Q3: 24,773 shares 24,773 $5.24M 0.13% -1,237 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: restricted; 2024Q4: 44,435 shares; 2025Q1: 36,514 shares; 2025Q2: 30,353 shares; 2025Q3: 28,778 shares 28,778 $5.06M 0.13% -1,575 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: restricted; 2024Q4: 38,007 shares; 2025Q1: 36,055 shares; 2025Q2: 35,108 shares; 2025Q3: 30,948 shares 30,948 $5.02M 0.13% -4,160 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,634 shares; 2025Q1: 18,142 shares; 2025Q2: 18,128 shares; 2025Q3: 17,332 shares 17,332 $5.01M 0.13% -796 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,677 shares; 2025Q1: 60,588 shares; 2025Q2: 66,130 shares; 2025Q3: 66,763 shares 66,763 $4.97M 0.13% +633 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: restricted; 2024Q4: 15,319 shares; 2025Q1: 17,006 shares; 2025Q2: 17,196 shares; 2025Q3: 17,394 shares 17,394 $4.89M 0.12% +198 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: restricted; 2024Q4: 109,109 shares; 2025Q1: 106,556 shares; 2025Q2: 101,042 shares; 2025Q3: 99,108 shares 99,108 $4.79M 0.12% -1,934 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: restricted; 2024Q4: 94,111 shares; 2025Q1: 95,292 shares; 2025Q2: 96,625 shares; 2025Q3: 104,405 shares 104,405 $4.65M 0.12% +7,780 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: restricted; 2024Q4: 17,229 shares; 2025Q1: 17,027 shares; 2025Q2: 16,930 shares; 2025Q3: 17,158 shares 17,158 $4.64M 0.12% +228 Timeline GVI 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: restricted; 2024Q4: 62,187 shares; 2025Q1: 40,190 shares; 2025Q2: 42,602 shares; 2025Q3: 42,914 shares 42,914 $4.61M 0.12% +312 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: restricted; 2024Q4: 36,945 shares; 2025Q1: 35,291 shares; 2025Q2: 34,343 shares; 2025Q3: 32,674 shares 32,674 $4.53M 0.12% -1,669 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,453 shares; 2025Q1: 38,126 shares; 2025Q2: 37,863 shares; 2025Q3: 36,573 shares 36,573 $4.47M 0.11% -1,290 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: restricted; 2024Q4: 25,798 shares; 2025Q1: 25,584 shares; 2025Q2: 25,624 shares; 2025Q3: 25,435 shares 25,435 $4.4M 0.11% -189 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: restricted; 2024Q4: 20,702 shares; 2025Q1: 8,079 shares; 2025Q2: 6,021 shares; 2025Q3: 7,114 shares 7,114 $4.36M 0.11% +1,093 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: restricted; 2024Q4: 99,723 shares; 2025Q1: 93,021 shares; 2025Q2: 77,383 shares; 2025Q3: 73,324 shares 73,324 $4.31M 0.11% -4,059 Timeline TIP 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: restricted; 2024Q4: 24,926 shares; 2025Q1: 33,001 shares; 2025Q2: 36,854 shares; 2025Q3: 38,660 shares 38,660 $4.3M 0.11% +1,806 Timeline AGG 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: restricted; 2024Q4: 19,827 shares; 2025Q1: 24,420 shares; 2025Q2: 42,506 shares; 2025Q3: 42,653 shares 42,653 $4.28M 0.11% +147 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: restricted; 2024Q4: 95,072 shares; 2025Q1: 226,096 shares; 2025Q2: 243,521 shares; 2025Q3: 183,456 shares 183,456 $4.21M 0.11% -60,065 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: restricted; 2024Q4: 30,365 shares; 2025Q1: 33,652 shares; 2025Q2: 34,164 shares; 2025Q3: 35,928 shares 35,928 $4.11M 0.1% +1,764 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: restricted; 2024Q4: 12,173 shares; 2025Q1: 12,029 shares; 2025Q2: 11,986 shares; 2025Q3: 11,446 shares 11,446 $4.02M 0.1% -540 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: restricted; 2024Q4: 22,310 shares; 2025Q1: 22,105 shares; 2025Q2: 21,753 shares; 2025Q3: 20,895 shares 20,895 $3.98M 0.1% -858 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: restricted; 2024Q4: 17,860 shares; 2025Q1: 19,998 shares; 2025Q2: 20,408 shares; 2025Q3: 20,310 shares 20,310 $3.91M 0.1% -98 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: restricted; 2024Q4: 59,392 shares; 2025Q1: 52,410 shares; 2025Q2: 47,829 shares; 2025Q3: 45,584 shares 45,584 $3.86M 0.1% -2,245 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: restricted; 2024Q4: 17,400 shares; 2025Q1: 16,287 shares; 2025Q2: 16,952 shares; 2025Q3: 17,861 shares 17,861 $3.83M 0.1% +909 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: restricted; 2024Q4: 16,290 shares; 2025Q1: 15,664 shares; 2025Q2: 15,674 shares; 2025Q3: 15,216 shares 15,216 $3.82M 0.1% -458 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: restricted; 2024Q4: 18,471 shares; 2025Q1: 18,617 shares; 2025Q2: 18,088 shares; 2025Q3: 18,377 shares 18,377 $3.74M 0.1% +289 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,704 shares; 2025Q1: 30,029 shares; 2025Q2: 28,179 shares; 2025Q3: 26,854 shares 26,854 $3.71M 0.09% -1,325 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: restricted; 2024Q4: 57,186 shares; 2025Q1: 45,035 shares; 2025Q2: 44,786 shares; 2025Q3: 43,793 shares 43,793 $3.59M 0.09% -993 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,616 shares; 2025Q1: 26,687 shares; 2025Q2: 27,888 shares; 2025Q3: 28,295 shares 28,295 $3.56M 0.09% +407 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: restricted; 2024Q4: 1,578 shares; 2025Q1: 1,774 shares; 2025Q2: 1,786 shares; 2025Q3: 14,514 shares 14,514 $3.47M 0.09% +12,728 Timeline JCPB 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: restricted; 2024Q4: 63,731 shares; 2025Q1: 70,015 shares; 2025Q2: 71,523 shares; 2025Q3: 71,440 shares 71,440 $3.4M 0.09% -83 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: restricted; 2024Q4: 21,984 shares; 2025Q1: 21,539 shares; 2025Q2: 21,004 shares; 2025Q3: 20,111 shares 20,111 $3.39M 0.09% -893 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: restricted; 2024Q4: 42,931 shares; 2025Q1: 41,466 shares; 2025Q2: 40,722 shares; 2025Q3: 40,852 shares 40,852 $3.36M 0.09% +130 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: restricted; 2024Q4: 8,367 shares; 2025Q1: 8,268 shares; 2025Q2: 8,184 shares; 2025Q3: 7,956 shares 7,956 $3.36M 0.09% -228 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: restricted; 2024Q4: 134,089 shares; 2025Q1: 139,838 shares; 2025Q2: 131,141 shares; 2025Q3: 129,885 shares 129,885 $3.31M 0.08% -1,256 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: restricted; 2024Q4: 50,557 shares; 2025Q1: 31,542 shares; 2025Q2: 13,887 shares; 2025Q3: 9,492 shares 9,492 $3.28M 0.08% -4,395 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: restricted; 2024Q4: 21,596 shares; 2025Q1: 15,250 shares; 2025Q2: 26,703 shares; 2025Q3: 25,955 shares 25,955 $3.21M 0.08% -748 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: restricted; 2024Q4: 13,832 shares; 2025Q1: 13,369 shares; 2025Q2: 12,829 shares; 2025Q3: 12,071 shares 12,071 $3.14M 0.08% -758 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: restricted; 2024Q4: 8,856 shares; 2025Q1: 9,333 shares; 2025Q2: 9,739 shares; 2025Q3: 9,268 shares 9,268 $3.08M 0.08% -471 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: restricted; 2024Q4: 11,923 shares; 2025Q1: 11,522 shares; 2025Q2: 11,397 shares; 2025Q3: 11,256 shares 11,256 $3.07M 0.08% -141 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,685 shares; 2025Q1: 56,590 shares; 2025Q2: 55,722 shares; 2025Q3: 55,666 shares 55,666 $3.03M 0.08% -56 Timeline SPSB 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: restricted; 2024Q4: 97,384 shares; 2025Q1: 96,757 shares; 2025Q2: 104,130 shares; 2025Q3: 99,159 shares 99,159 $3M 0.08% -4,971 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: restricted; 2024Q4: 2,044 shares; 2025Q1: 2,063 shares; 2025Q2: 2,456 shares; 2025Q3: 2,469 shares 2,469 $2.96M 0.08% +13 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: restricted; 2024Q4: 127,061 shares; 2025Q1: 121,137 shares; 2025Q2: 124,987 shares; 2025Q3: 167,109 shares 167,109 $2.89M 0.07% +42,122 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: restricted; 2024Q4: 63,827 shares; 2025Q1: 62,283 shares; 2025Q2: 63,526 shares; 2025Q3: 60,758 shares 60,758 $2.78M 0.07% -2,768 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,425 shares; 2025Q1: 30,554 shares; 2025Q2: 42,873 shares; 2025Q3: 44,713 shares 44,713 $2.77M 0.07% +1,840 Timeline JIRE 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: restricted; 2024Q4: 18,227 shares; 2025Q1: 16,966 shares; 2025Q2: 20,823 shares; 2025Q3: 36,798 shares 36,798 $2.71M 0.07% +15,975 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: restricted; 2024Q4: 416,693 shares; 2025Q1: 282,606 shares; 2025Q2: 87,606 shares; 2025Q3: 85,924 shares 85,924 $2.7M 0.07% -1,682 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: restricted; 2024Q4: 5,981 shares; 2025Q1: 5,942 shares; 2025Q2: 5,975 shares; 2025Q3: 5,884 shares 5,884 $2.69M 0.07% -91 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: restricted; 2024Q4: 22,107 shares; 2025Q1: 25,888 shares; 2025Q2: 26,935 shares; 2025Q3: 27,272 shares 27,272 $2.67M 0.07% +337 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,498 shares; 2025Q1: 13,217 shares; 2025Q2: 13,751 shares; 2025Q3: 14,076 shares 14,076 $2.67M 0.07% +325 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,891 shares; 2025Q1: 133,072 shares; 2025Q2: 129,186 shares; 2025Q3: 132,969 shares 132,969 $2.55M 0.06% +3,783 Timeline EEM 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: restricted; 2024Q4: 47,594 shares; 2025Q1: 46,264 shares; 2025Q2: 46,736 shares; 2025Q3: 47,391 shares 47,391 $2.53M 0.06% +655 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: restricted; 2024Q4: 23,396 shares; 2025Q1: 27,066 shares; 2025Q2: 28,251 shares; 2025Q3: 27,813 shares 27,813 $2.49M 0.06% -438 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: restricted; 2024Q4: 2,706 shares; 2025Q1: 2,897 shares; 2025Q2: 3,235 shares; 2025Q3: 22,360 shares 22,360 $2.44M 0.06% +19,125 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: restricted; 2024Q4: 24,167 shares; 2025Q1: 23,612 shares; 2025Q2: 22,831 shares; 2025Q3: 21,628 shares 21,628 $2.42M 0.06% -1,203 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: restricted; 2024Q4: 31,804 shares; 2025Q1: 28,801 shares; 2025Q2: 29,263 shares; 2025Q3: 28,665 shares 28,665 $2.4M 0.06% -598 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: restricted; 2024Q4: 10,145 shares; 2025Q1: 9,485 shares; 2025Q2: 9,410 shares; 2025Q3: 9,375 shares 9,375 $2.38M 0.06% -35 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: restricted; 2024Q4: 5,062 shares; 2025Q1: 7,704 shares; 2025Q2: 12,607 shares; 2025Q3: 12,913 shares 12,913 $2.36M 0.06% +306 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: restricted; 2024Q4: 47,879 shares; 2025Q1: 23,748 shares; 2025Q2: 24,013 shares; 2025Q3: 23,252 shares 23,252 $2.24M 0.06% -761 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,731 shares; 2025Q1: 40,262 shares; 2025Q2: 42,538 shares; 2025Q3: 45,698 shares 45,698 $2.24M 0.06% +3,160 Timeline JGRO 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: restricted; 2024Q4: 16,623 shares; 2025Q1: 21,699 shares; 2025Q2: 25,525 shares; 2025Q3: 23,276 shares 23,276 $2.18M 0.06% -2,249 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: restricted; 2024Q4: 9,282 shares; 2025Q1: 9,516 shares; 2025Q2: 10,955 shares; 2025Q3: 10,245 shares 10,245 $2.18M 0.06% -710 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,748 shares; 2025Q1: 10,021 shares; 2025Q2: 10,267 shares; 2025Q3: 10,350 shares 10,350 $2.12M 0.05% +83 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,670 shares; 2025Q1: 29,692 shares; 2025Q2: 29,269 shares; 2025Q3: 28,882 shares 28,882 $2.1M 0.05% -387 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: restricted; 2024Q4: 10,907 shares; 2025Q1: 10,816 shares; 2025Q2: 10,851 shares; 2025Q3: 10,124 shares 10,124 $2.08M 0.05% -727 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: restricted; 2024Q4: 273 shares; 2025Q1: 5,875 shares; 2025Q2: 21,446 shares; 2025Q3: 8,566 shares 8,566 $2.06M 0.05% -12,880 Timeline IEI 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: restricted; 2024Q4: 16,941 shares; 2025Q1: 17,510 shares; 2025Q2: 16,192 shares; 2025Q3: 16,505 shares 16,505 $1.97M 0.05% +313 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: restricted; 2024Q4: 30,060 shares; 2025Q1: 29,698 shares; 2025Q2: 30,235 shares; 2025Q3: 28,576 shares 28,576 $1.92M 0.05% -1,659 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,509 shares; 2025Q1: 7,464 shares; 2025Q2: 8,265 shares; 2025Q3: 7,610 shares 7,610 $1.84M 0.05% -655 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: restricted; 2024Q4: 17,770 shares; 2025Q1: 16,909 shares; 2025Q2: 17,142 shares; 2025Q3: 8,878 shares 8,878 $1.82M 0.05% -8,264 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: restricted; 2024Q4: 15,840 shares; 2025Q1: 14,708 shares; 2025Q2: 15,036 shares; 2025Q3: 14,307 shares 14,307 $1.8M 0.05% -729 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,427 shares; 2025Q1: 47,275 shares; 2025Q2: 51,143 shares; 2025Q3: 56,348 shares 56,348 $1.8M 0.05% +5,205 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: restricted; 2024Q4: 9,713 shares; 2025Q1: 9,027 shares; 2025Q2: 18,541 shares; 2025Q3: 18,617 shares 18,617 $1.8M 0.05% +76 Timeline SPHD 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: restricted; 2024Q4: 16,959 shares; 2025Q1: 32,394 shares; 2025Q2: 34,146 shares; 2025Q3: 35,963 shares 35,963 $1.78M 0.05% +1,817 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: restricted; 2024Q4: 10,470 shares; 2025Q1: 8,150 shares; 2025Q2: 38,025 shares; 2025Q3: 64,225 shares 64,225 $1.75M 0.04% +26,200 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: restricted; 2024Q4: 6,149 shares; 2025Q1: 6,549 shares; 2025Q2: 6,310 shares; 2025Q3: 6,142 shares 6,142 $1.73M 0.04% -168 Timeline JGLO 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: restricted; 2024Q4: 37,074 shares; 2025Q1: 37,139 shares; 2025Q2: 36,049 shares; 2025Q3: 24,866 shares 24,866 $1.69M 0.04% -11,183 Timeline JAVA 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: restricted; 2024Q4: 33,768 shares; 2025Q1: 27,685 shares; 2025Q2: 25,229 shares; 2025Q3: 23,860 shares 23,860 $1.65M 0.04% -1,369 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: restricted; 2024Q4: 1,163 shares; 2025Q1: 1,263 shares; 2025Q2: 1,665 shares; 2025Q3: 5,877 shares 5,877 $1.64M 0.04% +4,212 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: restricted; 2024Q4: 9,773 shares; 2025Q1: 9,514 shares; 2025Q2: 10,400 shares; 2025Q3: 8,606 shares 8,606 $1.58M 0.04% -1,794 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: restricted; 2024Q4: 10,963 shares; 2025Q1: 10,642 shares; 2025Q2: 10,887 shares; 2025Q3: 10,795 shares 10,795 $1.56M 0.04% -92 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: restricted; 2024Q4: 125 shares; 2025Q1: 124 shares; 2025Q2: 159 shares; 2025Q3: 4,489 shares 4,489 $1.56M 0.04% +4,330 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,250 shares; 2025Q1: 31,043 shares; 2025Q2: 31,970 shares; 2025Q3: 19,596 shares 19,596 $1.49M 0.04% -12,374 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: restricted; 2024Q4: 70,191 shares; 2025Q1: 113,999 shares; 2025Q2: 47,620 shares; 2025Q3: 43,066 shares 43,066 $1.48M 0.04% -4,554 Timeline ILF 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: restricted; 2024Q4: 14,523 shares; 2025Q1: 41,940 shares; 2025Q2: 49,131 shares; 2025Q3: 47,941 shares 47,941 $1.39M 0.04% -1,190 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: restricted; 2024Q4: 85,465 shares; 2025Q1: 84,470 shares; 2025Q2: 18,109 shares; 2025Q3: 16,282 shares 16,282 $1.37M 0.03% -1,827 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: restricted; 2024Q4: 4,197 shares; 2025Q1: 5,132 shares; 2025Q2: 5,240 shares; 2025Q3: 4,483 shares 4,483 $1.35M 0.03% -757 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: 2,817 shares; 2025Q2: 2,695 shares; 2025Q3: 2,849 shares 2,849 $1.33M 0.03% +154 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,185 shares; 2025Q1: 13,952 shares; 2025Q2: 13,952 shares; 2025Q3: 13,902 shares 13,902 $1.33M 0.03% -50 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,644 shares; 2025Q1: 12,150 shares; 2025Q2: 15,873 shares; 2025Q3: 10,182 shares 10,182 $1.31M 0.03% -5,691 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,293 shares; 2025Q1: 15,824 shares; 2025Q2: 16,070 shares; 2025Q3: 16,421 shares 16,421 $1.3M 0.03% +351 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,117 shares; 2025Q1: 38,641 shares; 2025Q2: 47,306 shares; 2025Q3: 49,900 shares 49,900 $1.27M 0.03% +2,594 Timeline EWJ 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: restricted; 2024Q4: 17,281 shares; 2025Q1: 16,805 shares; 2025Q2: 16,181 shares; 2025Q3: 15,777 shares 15,777 $1.27M 0.03% -404 Timeline JPIE 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: restricted; 2024Q4: 29,930 shares; 2025Q1: 34,761 shares; 2025Q2: 27,072 shares; 2025Q3: 27,149 shares 27,149 $1.26M 0.03% +77 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: restricted; 2024Q4: 1,965 shares; 2025Q1: 2,165 shares; 2025Q2: 1,963 shares; 2025Q3: 1,845 shares 1,845 $1.26M 0.03% -118 Timeline IGSB 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: restricted; 2024Q4: 14,919 shares; 2025Q1: 15,422 shares; 2025Q2: 23,531 shares; 2025Q3: 23,322 shares 23,322 $1.24M 0.03% -209 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,666 shares; 2025Q1: 14,637 shares; 2025Q2: 15,428 shares; 2025Q3: 16,250 shares 16,250 $1.19M 0.03% +822 Timeline XMLV 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: restricted; 2024Q4: 8,638 shares; 2025Q1: 16,494 shares; 2025Q2: 17,385 shares; 2025Q3: 18,309 shares 18,309 $1.16M 0.03% +924 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: restricted; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares 4,116 $1.16M 0.03% 0 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: restricted; 2024Q4: 17,258 shares; 2025Q1: 17,950 shares; 2025Q2: 17,892 shares; 2025Q3: 18,176 shares 18,176 $1.1M 0.03% +284 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: restricted; 2024Q4: 4,034 shares; 2025Q1: 4,119 shares; 2025Q2: 4,047 shares; 2025Q3: 3,455 shares 3,455 $1.1M 0.03% -592 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: restricted; 2024Q4: 32,963 shares; 2025Q1: 33,791 shares; 2025Q2: 42,762 shares; 2025Q3: 37,035 shares 37,035 $1.05M 0.03% -5,727 Timeline SPIB 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: restricted; 2024Q4: 35,015 shares; 2025Q1: 36,122 shares; 2025Q2: 30,183 shares; 2025Q3: 29,884 shares 29,884 $1.01M 0.03% -299 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,929 shares; 2025Q1: 5,912 shares; 2025Q2: 5,846 shares; 2025Q3: 5,712 shares 5,712 $1.01M 0.03% -134 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: restricted; 2024Q4: 4,674 shares; 2025Q1: 5,440 shares; 2025Q2: 5,821 shares; 2025Q3: 6,205 shares 6,205 $1M 0.03% +384 Timeline BIL 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: restricted; 2024Q4: 8,503 shares; 2025Q1: 8,758 shares; 2025Q2: 10,906 shares; 2025Q3: 10,825 shares 10,825 $993K 0.03% -81 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,405 shares; 2025Q1: 43,431 shares; 2025Q2: 44,410 shares; 2025Q3: 44,410 shares 44,410 $990K 0.03% 0 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: restricted; 2024Q4: 8,952 shares; 2025Q1: 8,823 shares; 2025Q2: 8,875 shares; 2025Q3: 8,865 shares 8,865 $990K 0.03% -10 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,748 shares; 2025Q1: 36,326 shares; 2025Q2: 18,055 shares; 2025Q3: 7,426 shares 7,426 $979K 0.02% -10,629 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,277 shares; 2025Q1: 3,019 shares; 2025Q2: 2,718 shares; 2025Q3: 2,662 shares 2,662 $973K 0.02% -56 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,951 shares; 2025Q1: 3,031 shares; 2025Q2: 2,757 shares; 2025Q3: 2,775 shares 2,775 $970K 0.02% +18 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: restricted; 2024Q4: 7,470 shares; 2025Q1: 9,267 shares; 2025Q2: 7,800 shares; 2025Q3: 7,813 shares 7,813 $967K 0.02% +13 Timeline IJJ 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: restricted; 2024Q4: 7,431 shares; 2025Q1: 7,431 shares; 2025Q2: 7,431 shares; 2025Q3: 7,346 shares 7,346 $953K 0.02% -85 Timeline SUB 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: restricted; 2024Q4: 6,634 shares; 2025Q1: 6,734 shares; 2025Q2: 8,749 shares; 2025Q3: 8,824 shares 8,824 $942K 0.02% +75 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,614 shares; 2025Q1: 28,609 shares; 2025Q2: 30,970 shares; 2025Q3: 32,278 shares 32,278 $940K 0.02% +1,308 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,575 shares; 2025Q1: 38,575 shares; 2025Q2: 36,225 shares; 2025Q3: 36,225 shares 36,225 $931K 0.02% 0 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: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,789 shares; 2025Q2: 1,952 shares; 2025Q3: 1,951 shares 1,951 $927K 0.02% -1 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: restricted; 2024Q4: 4,400 shares; 2025Q1: 4,585 shares; 2025Q2: 4,625 shares; 2025Q3: 4,627 shares 4,627 $914K 0.02% +2 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,695 shares; 2025Q1: 4,382 shares; 2025Q2: 4,361 shares; 2025Q3: 4,228 shares 4,228 $912K 0.02% -133 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,083 shares; 2025Q1: 2,740 shares; 2025Q2: 2,798 shares; 2025Q3: 2,822 shares 2,822 $909K 0.02% +24 Timeline XJH 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: restricted; 2024Q4: 22,920 shares; 2025Q1: 21,910 shares; 2025Q2: 20,485 shares; 2025Q3: 20,620 shares 20,620 $904K 0.02% +135 Timeline ESGE 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: restricted; 2024Q4: 23,117 shares; 2025Q1: 20,112 shares; 2025Q2: 20,497 shares; 2025Q3: 20,707 shares 20,707 $899K 0.02% +210 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: restricted; 2024Q4: 8,405 shares; 2025Q1: 9,006 shares; 2025Q2: 8,577 shares; 2025Q3: 8,729 shares 8,729 $886K 0.02% +152 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: restricted; 2024Q4: 220 shares; 2025Q1: 251 shares; 2025Q2: 264 shares; 2025Q3: 925 shares 925 $883K 0.02% +661 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: restricted; 2024Q4: 2,916 shares; 2025Q1: 4,078 shares; 2025Q2: 3,990 shares; 2025Q3: 4,082 shares 4,082 $881K 0.02% +92 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: restricted; 2024Q4: 13,092 shares; 2025Q1: 11,793 shares; 2025Q2: 11,365 shares; 2025Q3: 3,056 shares 3,056 $881K 0.02% -8,309 Timeline MUB 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: restricted; 2024Q4: 11,981 shares; 2025Q1: 11,911 shares; 2025Q2: 11,706 shares; 2025Q3: 8,260 shares 8,260 $880K 0.02% -3,446 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,617 shares; 2025Q1: 4,250 shares; 2025Q2: 4,353 shares; 2025Q3: 4,319 shares 4,319 $879K 0.02% -34 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: restricted; 2024Q4: 6,031 shares; 2025Q1: 7,606 shares; 2025Q2: 7,723 shares; 2025Q3: 7,782 shares 7,782 $864K 0.02% +59 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: restricted; 2024Q4: 1,216 shares; 2025Q1: 1,252 shares; 2025Q2: 1,404 shares; 2025Q3: 1,421 shares 1,421 $853K 0.02% +17 Timeline EWC 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: restricted; 2024Q4: 19,153 shares; 2025Q1: 18,068 shares; 2025Q2: 17,254 shares; 2025Q3: 16,822 shares 16,822 $850K 0.02% -432 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: restricted; 2024Q4: 2,711 shares; 2025Q1: 2,918 shares; 2025Q2: 2,904 shares; 2025Q3: 2,877 shares 2,877 $844K 0.02% -27 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: restricted; 2024Q4: 3,802 shares; 2025Q1: 3,927 shares; 2025Q2: 4,117 shares; 2025Q3: 4,160 shares 4,160 $838K 0.02% +43 Timeline IEF 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: restricted; 2024Q4: 8,324 shares; 2025Q1: 8,587 shares; 2025Q2: 8,528 shares; 2025Q3: 8,378 shares 8,378 $808K 0.02% -150 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,629 shares; 2025Q1: 60,819 shares; 2025Q2: 70,093 shares; 2025Q3: 69,378 shares 69,378 $805K 0.02% -715 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,916 shares; 2025Q3: 3,809 shares 3,809 $803K 0.02% -107 QVMT 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: restricted; 2024Q4: 6,689 shares; 2025Q1: 12,781 shares; 2025Q2: 13,472 shares; 2025Q3: 14,187 shares 14,187 $778K 0.02% +715 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: restricted; 2024Q4: 4,118 shares; 2025Q1: 5,044 shares; 2025Q2: 4,968 shares; 2025Q3: 4,971 shares 4,971 $771K 0.02% +3 Timeline EPP 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: restricted; 2024Q4: 16,401 shares; 2025Q1: 15,958 shares; 2025Q2: 15,320 shares; 2025Q3: 14,947 shares 14,947 $771K 0.02% -373 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,741 shares; 2025Q1: 1,811 shares; 2025Q2: 1,794 shares; 2025Q3: 1,782 shares 1,782 $769K 0.02% -12 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: restricted; 2024Q4: 5,424 shares; 2025Q1: 6,076 shares; 2025Q2: 6,536 shares; 2025Q3: 8,024 shares 8,024 $766K 0.02% +1,488 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: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,409 shares; 2025Q2: 1,475 shares; 2025Q3: 1,244 shares 1,244 $765K 0.02% -231 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,936 shares; 2025Q1: 7,078 shares; 2025Q2: 7,434 shares; 2025Q3: 7,423 shares 7,423 $757K 0.02% -11 Timeline BRK-A 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 0 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: restricted; 2024Q4: 3,250 shares; 2025Q1: 2,130 shares; 2025Q2: 2,580 shares; 2025Q3: 5,280 shares 5,280 $750K 0.02% +2,700 Timeline JEMA 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: restricted; 2024Q4: 18,224 shares; 2025Q1: 17,646 shares; 2025Q2: 16,633 shares; 2025Q3: 15,314 shares 15,314 $728K 0.02% -1,319 Timeline INDA 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: restricted; 2024Q4: 1,938 shares; 2025Q1: 6,914 shares; 2025Q2: 8,269 shares; 2025Q3: 13,986 shares 13,986 $728K 0.02% +5,717 Timeline TLH 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: restricted; 2024Q4: 17,257 shares; 2025Q1: 13,943 shares; 2025Q2: 9,991 shares; 2025Q3: 7,034 shares 7,034 $724K 0.02% -2,957 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: restricted; 2024Q4: 1,144 shares; 2025Q1: 1,184 shares; 2025Q2: 1,205 shares; 2025Q3: 1,133 shares 1,133 $714K 0.02% -72 Timeline IBMT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,437 shares; 2025Q3: 27,561 shares 27,561 $713K 0.02% +6,124 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,052 shares; 2025Q1: 2,988 shares; 2025Q2: 2,622 shares; 2025Q3: 2,329 shares 2,329 $698K 0.02% -293 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: restricted; 2024Q4: 8,337 shares; 2025Q1: 8,386 shares; 2025Q2: 8,108 shares; 2025Q3: 7,863 shares 7,863 $689K 0.02% -245 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: restricted; 2024Q4: 5,835 shares; 2025Q1: 6,064 shares; 2025Q2: 5,898 shares; 2025Q3: 4,966 shares 4,966 $675K 0.02% -932 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: restricted; 2024Q4: 632 shares; 2025Q1: 849 shares; 2025Q2: 863 shares; 2025Q3: 869 shares 869 $671K 0.02% +6 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,798 shares; 2025Q1: 13,011 shares; 2025Q2: 13,704 shares; 2025Q3: 14,267 shares 14,267 $670K 0.02% +563 Timeline EWY 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: restricted; 2024Q4: 2,917 shares; 2025Q1: 8,551 shares; 2025Q2: 8,163 shares; 2025Q3: 7,995 shares 7,995 $640K 0.02% -168 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: restricted; 2024Q4: 3,116 shares; 2025Q1: 3,357 shares; 2025Q2: 4,089 shares; 2025Q3: 4,314 shares 4,314 $629K 0.02% +225 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: restricted; 2024Q4: 3,810 shares; 2025Q1: 4,029 shares; 2025Q2: 3,538 shares; 2025Q3: 3,723 shares 3,723 $623K 0.02% +185 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: restricted; 2024Q4: 744 shares; 2025Q1: 820 shares; 2025Q2: 836 shares; 2025Q3: 768 shares 768 $602K 0.02% -68 Timeline ITM 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: restricted; 2024Q4: 35,008 shares; 2025Q1: 36,102 shares; 2025Q2: 14,986 shares; 2025Q3: 12,872 shares 12,872 $600K 0.02% -2,114 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: restricted; 2024Q4: 8,804 shares; 2025Q1: 15,768 shares; 2025Q2: 15,929 shares; 2025Q3: 17,829 shares 17,829 $598K 0.02% +1,900 Timeline KBWY 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: restricted; 2024Q4: 12,308 shares; 2025Q1: 28,853 shares; 2025Q2: 35,372 shares; 2025Q3: 37,328 shares 37,328 $595K 0.02% +1,956 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: restricted; 2024Q4: 38,556 shares; 2025Q1: 39,772 shares; 2025Q2: 29,747 shares; 2025Q3: 24,035 shares 24,035 $595K 0.02% -5,712 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,385 shares; 2025Q1: 6,325 shares; 2025Q2: 6,133 shares; 2025Q3: 6,092 shares 6,092 $595K 0.02% -41 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,436 shares; 2025Q3: 11,944 shares 11,944 $591K 0.02% +4,508 Timeline JIG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,802 shares 7,802 $588K 0.01% 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: restricted; 2024Q4: 1,929 shares; 2025Q1: 2,469 shares; 2025Q2: 2,523 shares; 2025Q3: 2,364 shares 2,364 $584K 0.01% -159 Timeline JIVE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,740 shares 7,740 $584K 0.01% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 855 shares; 2025Q1: 992 shares; 2025Q2: 1,059 shares; 2025Q3: 1,200 shares 1,200 $580K 0.01% +141 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: restricted; 2024Q4: 501 shares; 2025Q1: 552 shares; 2025Q2: 728 shares; 2025Q3: 1,154 shares 1,154 $569K 0.01% +426 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,816 shares; 2025Q1: 4,601 shares; 2025Q2: 5,056 shares; 2025Q3: 5,155 shares 5,155 $567K 0.01% +99 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: restricted; 2024Q4: 988 shares; 2025Q1: 1,256 shares; 2025Q2: 1,409 shares; 2025Q3: 1,264 shares 1,264 $565K 0.01% -145 Timeline BBHY 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: restricted; 2024Q4: 28,065 shares; 2025Q1: 27,456 shares; 2025Q2: 12,041 shares; 2025Q3: 11,981 shares 11,981 $563K 0.01% -60 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,861 shares; 2025Q1: 3,833 shares; 2025Q2: 3,863 shares; 2025Q3: 3,921 shares 3,921 $555K 0.01% +58 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: restricted; 2024Q4: 1,436 shares; 2025Q1: 801 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares 1,551 $551K 0.01% 0 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: restricted; 2024Q4: 2,109 shares; 2025Q1: 2,406 shares; 2025Q2: 2,842 shares; 2025Q3: 3,018 shares 3,018 $538K 0.01% +176 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: restricted; 2024Q4: 4,098 shares; 2025Q1: 5,736 shares; 2025Q2: 4,094 shares; 2025Q3: 4,010 shares 4,010 $537K 0.01% -84 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: restricted; 2024Q4: 31,368 shares; 2025Q1: 3,223 shares; 2025Q2: 3,615 shares; 2025Q3: 3,737 shares 3,737 $527K 0.01% +122 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: restricted; 2024Q4: 1,278 shares; 2025Q1: 1,439 shares; 2025Q2: 1,538 shares; 2025Q3: 1,521 shares 1,521 $527K 0.01% -17 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: restricted; 2024Q4: 6,470 shares; 2025Q1: 7,319 shares; 2025Q2: 7,148 shares; 2025Q3: 7,500 shares 7,500 $523K 0.01% +352 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: restricted; 2024Q4: 8,996 shares; 2025Q1: 9,328 shares; 2025Q2: 9,185 shares; 2025Q3: 8,360 shares 8,360 $522K 0.01% -825 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: restricted; 2024Q4: 366 shares; 2025Q1: 594 shares; 2025Q2: 483 shares; 2025Q3: 482 shares 482 $520K 0.01% -1 Timeline CCEL CRYO-CELL INTL INC More: the full row for CRYO-CELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,035 shares; 2025Q1: 111,035 shares; 2025Q2: 111,035 shares; 2025Q3: 111,035 shares 111,035 $515K 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,032 shares; 2025Q1: 4,344 shares; 2025Q2: 4,322 shares; 2025Q3: 4,253 shares 4,253 $515K 0.01% -69 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,685 shares; 2025Q1: 8,565 shares; 2025Q2: 8,565 shares; 2025Q3: 8,914 shares 8,914 $513K 0.01% +349 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: restricted; 2024Q4: 561 shares; 2025Q1: 651 shares; 2025Q2: 625 shares; 2025Q3: 661 shares 661 $501K 0.01% +36 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares 10,500 $493K 0.01% new Timeline EWT 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: restricted; 2024Q4: 8,544 shares; 2025Q1: 8,228 shares; 2025Q2: 7,874 shares; 2025Q3: 7,700 shares 7,700 $490K 0.01% -174 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: restricted; 2024Q4: 92 shares; 2025Q1: 109 shares; 2025Q2: 114 shares; 2025Q3: 114 shares 114 $489K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,117 shares; 2025Q1: 4,855 shares; 2025Q2: 4,757 shares; 2025Q3: 4,727 shares 4,727 $487K 0.01% -30 Timeline EFG 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: restricted; 2024Q4: 5,469 shares; 2025Q1: 4,772 shares; 2025Q2: 4,732 shares; 2025Q3: 4,258 shares 4,258 $485K 0.01% -474 Timeline BAB 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: restricted; 2024Q4: 25,678 shares; 2025Q1: 26,542 shares; 2025Q2: 17,751 shares; 2025Q3: 17,534 shares 17,534 $479K 0.01% -217 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: restricted; 2024Q4: 3,040 shares; 2025Q1: 3,122 shares; 2025Q2: 2,801 shares; 2025Q3: 2,487 shares 2,487 $478K 0.01% -314 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: restricted; 2024Q4: 5,130 shares; 2025Q1: 5,738 shares; 2025Q2: 5,521 shares; 2025Q3: 5,378 shares 5,378 $476K 0.01% -143 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: restricted; 2024Q4: 6,123 shares; 2025Q1: 6,368 shares; 2025Q2: 6,667 shares; 2025Q3: 6,859 shares 6,859 $462K 0.01% +192 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: restricted; 2024Q4: 1,879 shares; 2025Q1: 1,971 shares; 2025Q2: 2,372 shares; 2025Q3: 2,327 shares 2,327 $457K 0.01% -45 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: restricted; 2024Q4: 1,294 shares; 2025Q1: 1,367 shares; 2025Q2: 1,611 shares; 2025Q3: 1,382 shares 1,382 $455K 0.01% -229 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: restricted; 2024Q4: 6,693 shares; 2025Q1: 7,369 shares; 2025Q2: 7,247 shares; 2025Q3: 6,693 shares 6,693 $454K 0.01% -554 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 257 shares; 2025Q3: 236 shares 236 $451K 0.01% -21 Timeline IBMQ 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: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 19,660 shares; 2025Q3: 17,077 shares 17,077 $438K 0.01% -2,583 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: restricted; 2024Q4: 1,191 shares; 2025Q1: 1,151 shares; 2025Q2: 1,343 shares; 2025Q3: 1,344 shares 1,344 $435K 0.01% +1 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: restricted; 2024Q4: 1,867 shares; 2025Q1: 1,951 shares; 2025Q2: 2,023 shares; 2025Q3: 2,120 shares 2,120 $428K 0.01% +97 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: restricted; 2024Q4: 994 shares; 2025Q1: 1,367 shares; 2025Q2: 1,387 shares; 2025Q3: 1,363 shares 1,363 $422K 0.01% -24 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: 650 shares; 2025Q2: 3,692 shares; 2025Q3: 5,003 shares 5,003 $419K 0.01% +1,311 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: restricted; 2024Q4: 1,254 shares; 2025Q1: 808 shares; 2025Q2: 1,396 shares; 2025Q3: 2,247 shares 2,247 $419K 0.01% +851 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 2,234 shares; 2025Q2: 2,116 shares; 2025Q3: 1,588 shares 1,588 $417K 0.01% -528 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,278 shares; 2025Q1: 10,131 shares; 2025Q2: 9,827 shares; 2025Q3: 9,461 shares 9,461 $407K 0.01% -366 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 1,688 shares; 2025Q2: 1,547 shares; 2025Q3: 2,091 shares 2,091 $407K 0.01% +544 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,424 shares; 2025Q1: 8,402 shares; 2025Q2: 8,092 shares; 2025Q3: 7,179 shares 7,179 $406K 0.01% -913 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 5,965 shares; 2025Q2: 5,828 shares; 2025Q3: 5,055 shares 5,055 $404K 0.01% -773 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: restricted; 2024Q4: 3,423 shares; 2025Q1: 2,830 shares; 2025Q2: 3,047 shares; 2025Q3: 2,882 shares 2,882 $401K 0.01% -165 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: restricted; 2024Q4: 3,789 shares; 2025Q1: 4,068 shares; 2025Q2: 5,351 shares; 2025Q3: 5,925 shares 5,925 $400K 0.01% +574 Timeline PFXF 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: restricted; 2024Q4: 24,065 shares; 2025Q1: 22,635 shares; 2025Q2: 22,830 shares; 2025Q3: 22,479 shares 22,479 $399K 0.01% -351 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: restricted; 2024Q4: 738 shares; 2025Q1: 951 shares; 2025Q2: 964 shares; 2025Q3: 934 shares 934 $394K 0.01% -30 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: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,439 shares; 2025Q2: 1,596 shares; 2025Q3: 1,600 shares 1,600 $393K 0.01% +4 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: restricted; 2024Q4: 2,418 shares; 2025Q1: 2,511 shares; 2025Q2: 2,394 shares; 2025Q3: 2,589 shares 2,589 $385K 0.01% +195 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: restricted; 2024Q4: 4,775 shares; 2025Q1: 5,597 shares; 2025Q2: 5,461 shares; 2025Q3: 5,140 shares 5,140 $377K 0.01% -321 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: restricted; 2024Q4: 2,907 shares; 2025Q1: 3,334 shares; 2025Q2: 3,895 shares; 2025Q3: 7,715 shares 7,715 $376K 0.01% +3,820 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: restricted; 2024Q4: 31,076 shares; 2025Q1: 30,535 shares; 2025Q2: 28,444 shares; 2025Q3: 4,499 shares 4,499 $376K 0.01% -23,945 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: restricted; 2024Q4: 2,748 shares; 2025Q1: 3,389 shares; 2025Q2: 3,432 shares; 2025Q3: 3,464 shares 3,464 $369K 0.01% +32 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,351 shares; 2025Q1: 7,988 shares; 2025Q2: 7,916 shares; 2025Q3: 8,180 shares 8,180 $368K 0.01% +264 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: restricted; 2024Q4: 8,687 shares; 2025Q1: 10,031 shares; 2025Q2: 8,888 shares; 2025Q3: 8,114 shares 8,114 $366K 0.01% -774 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,363 shares; 2025Q1: 2,376 shares; 2025Q2: 2,156 shares; 2025Q3: 1,823 shares 1,823 $356K 0.01% -333 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 3,330 shares; 2025Q2: 6,901 shares; 2025Q3: 7,226 shares 7,226 $354K 0.01% +325 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 320 shares; 2025Q2: 383 shares; 2025Q3: 367 shares 367 $350K 0.01% -16 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: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares 1,135 $349K 0.01% 0 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: restricted; 2024Q4: 1,187 shares; 2025Q1: 1,275 shares; 2025Q2: 1,309 shares; 2025Q3: 1,345 shares 1,345 $349K 0.01% +36 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,228 shares; 2025Q1: 3,365 shares; 2025Q2: 3,449 shares; 2025Q3: 3,422 shares 3,422 $344K 0.01% -27 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: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,699 shares; 2025Q2: 1,451 shares; 2025Q3: 1,312 shares 1,312 $342K 0.01% -139 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: restricted; 2024Q4: 98,009 shares; 2025Q1: 65,372 shares; 2025Q2: 6,859 shares; 2025Q3: 5,560 shares 5,560 $339K 0.01% -1,299 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: restricted; 2024Q4: 2,082 shares; 2025Q1: 2,228 shares; 2025Q2: 2,432 shares; 2025Q3: 2,473 shares 2,473 $335K 0.01% +41 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: restricted; 2024Q4: 2,507 shares; 2025Q1: 2,371 shares; 2025Q2: 2,491 shares; 2025Q3: 1,109 shares 1,109 $333K 0.01% -1,382 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,953 shares; 2025Q1: 3,813 shares; 2025Q2: 3,858 shares; 2025Q3: 3,708 shares 3,708 $332K 0.01% -150 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,676 shares; 2025Q2: 2,639 shares; 2025Q3: 2,336 shares 2,336 $330K 0.01% -303 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 920 shares; 2025Q2: 846 shares; 2025Q3: 813 shares 813 $329K 0.01% -33 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: restricted; 2024Q4: 1,497 shares; 2025Q1: 1,509 shares; 2025Q2: 1,487 shares; 2025Q3: 1,486 shares 1,486 $324K 0.01% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 670 shares; 2025Q2: 451 shares; 2025Q3: 459 shares 459 $320K 0.01% +8 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: restricted; 2024Q4: 749 shares; 2025Q1: 895 shares; 2025Q2: 1,028 shares; 2025Q3: 1,021 shares 1,021 $319K 0.01% -7 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,807 shares; 2025Q3: 3,100 shares 3,100 $316K 0.01% -2,707 Timeline IBMS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,115 shares; 2025Q3: 12,097 shares 12,097 $315K 0.01% -2,018 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: not reported; 2025Q3: 25,000 shares 25,000 $315K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,643 shares; 2025Q1: 2,572 shares; 2025Q2: 2,675 shares; 2025Q3: 2,233 shares 2,233 $314K 0.01% -442 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: restricted; 2024Q4: 7,565 shares; 2025Q1: 8,381 shares; 2025Q2: 11,536 shares; 2025Q3: 11,086 shares 11,086 $314K 0.01% -450 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 350 shares; 2025Q2: 422 shares; 2025Q3: 432 shares 432 $310K 0.01% +10 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: restricted; 2024Q4: 526 shares; 2025Q1: 523 shares; 2025Q2: 1,110 shares; 2025Q3: 1,296 shares 1,296 $309K 0.01% +186 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 126 shares; 2025Q2: 312 shares; 2025Q3: 427 shares 427 $307K 0.01% +115 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: restricted; 2024Q4: 3,338 shares; 2025Q1: 4,719 shares; 2025Q2: 4,744 shares; 2025Q3: 3,990 shares 3,990 $301K 0.01% -754 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 967 shares; 2025Q1: 1,171 shares; 2025Q2: 1,477 shares; 2025Q3: 1,511 shares 1,511 $296K 0.01% +34 Timeline LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares 2,102 $295K 0.01% 0 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: restricted; 2024Q4: 4,297 shares; 2025Q1: 4,741 shares; 2025Q2: 4,979 shares; 2025Q3: 4,022 shares 4,022 $293K 0.01% -957 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,586 shares; 2025Q1: 3,684 shares; 2025Q2: 3,905 shares; 2025Q3: 3,844 shares 3,844 $292K 0.01% -61 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,422 shares; 2025Q1: 1,194 shares; 2025Q2: 1,232 shares; 2025Q3: 1,246 shares 1,246 $289K 0.01% +14 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: restricted; 2024Q4: 720 shares; 2025Q1: 851 shares; 2025Q2: 950 shares; 2025Q3: 931 shares 931 $286K 0.01% -19 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: restricted; 2024Q4: 1,191 shares; 2025Q1: 1,356 shares; 2025Q2: 1,437 shares; 2025Q3: 1,517 shares 1,517 $285K 0.01% +80 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: restricted; 2024Q4: 545 shares; 2025Q1: 616 shares; 2025Q2: 690 shares; 2025Q3: 679 shares 679 $281K 0.01% -11 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: restricted; 2024Q4: 376 shares; 2025Q1: 486 shares; 2025Q2: 642 shares; 2025Q3: 658 shares 658 $280K 0.01% +16 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 1,142 shares; 2025Q2: 1,302 shares; 2025Q3: 19,059 shares 19,059 $280K 0.01% +17,757 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,493 shares 5,493 $277K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,601 shares; 2025Q2: 1,493 shares; 2025Q3: 1,475 shares 1,475 $277K 0.01% -18 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,732 shares; 2025Q1: 3,605 shares; 2025Q2: 3,803 shares; 2025Q3: 3,749 shares 3,749 $275K 0.01% -54 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: restricted; 2024Q4: 158 shares; 2025Q1: 250 shares; 2025Q2: 257 shares; 2025Q3: 208 shares 208 $274K 0.01% -49 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,051 shares; 2025Q1: 2,452 shares; 2025Q2: 2,260 shares; 2025Q3: 2,111 shares 2,111 $274K 0.01% -149 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,144 shares; 2025Q1: 2,046 shares; 2025Q2: 3,250 shares; 2025Q3: 3,022 shares 3,022 $272K 0.01% -228 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: restricted; 2024Q4: 1,076 shares; 2025Q1: 1,210 shares; 2025Q2: 1,474 shares; 2025Q3: 1,400 shares 1,400 $270K 0.01% -74 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: restricted; 2024Q4: 468 shares; 2025Q1: 592 shares; 2025Q2: 562 shares; 2025Q3: 566 shares 566 $270K 0.01% +4 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: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,415 shares; 2025Q2: 1,701 shares; 2025Q3: 1,702 shares 1,702 $268K 0.01% +1 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: restricted; 2024Q4: 4,100 shares; 2025Q1: 5,244 shares; 2025Q2: 4,712 shares; 2025Q3: 4,363 shares 4,363 $267K 0.01% -349 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: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $263K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,394 shares; 2025Q1: 1,638 shares; 2025Q2: 2,167 shares; 2025Q3: 2,185 shares 2,185 $262K 0.01% +18 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: restricted; 2024Q4: 1,438 shares; 2025Q1: 1,705 shares; 2025Q2: 1,767 shares; 2025Q3: 1,666 shares 1,666 $261K 0.01% -101 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: restricted; 2024Q4: 972 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 814 shares 814 $261K 0.01% -58 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,483 shares; 2025Q2: 2,561 shares; 2025Q3: 2,256 shares 2,256 $259K 0.01% -305 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: restricted; 2024Q4: 2,819 shares; 2025Q1: 2,869 shares; 2025Q2: 3,027 shares; 2025Q3: 3,057 shares 3,057 $254K 0.01% +30 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: restricted; 2024Q4: 3,433 shares; 2025Q1: 2,984 shares; 2025Q2: 2,284 shares; 2025Q3: 1,064 shares 1,064 $251K 0.01% -1,220 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: restricted; 2024Q4: 694 shares; 2025Q1: 1,162 shares; 2025Q2: 1,066 shares; 2025Q3: 775 shares 775 $250K 0.01% -291 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: restricted; 2024Q4: 272 shares; 2025Q1: 492 shares; 2025Q2: 831 shares; 2025Q3: 918 shares 918 $250K 0.01% +87 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,207 shares; 2025Q1: 2,965 shares; 2025Q2: 3,044 shares; 2025Q3: 2,710 shares 2,710 $248K 0.01% -334 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,477 shares; 2025Q1: 8,689 shares; 2025Q2: 6,907 shares; 2025Q3: 6,974 shares 6,974 $245K 0.01% +67 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: restricted; 2024Q4: 5,034 shares; 2025Q1: 4,778 shares; 2025Q2: 4,065 shares; 2025Q3: 4,078 shares 4,078 $243K 0.01% +13 Timeline SMB 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: restricted; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 13,965 shares 13,965 $243K 0.01% +13,642 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 407 shares; 2025Q2: 364 shares; 2025Q3: 380 shares 380 $243K 0.01% +16 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,195 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares 1,518 $243K 0.01% 0 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: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,032 shares; 2025Q2: 999 shares; 2025Q3: 1,025 shares 1,025 $242K 0.01% +26 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: restricted; 2024Q4: 1,172 shares; 2025Q1: 943 shares; 2025Q2: 1,100 shares; 2025Q3: 1,266 shares 1,266 $240K 0.01% +166 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: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,021 shares; 2025Q2: 1,371 shares; 2025Q3: 1,418 shares 1,418 $240K 0.01% +47 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 1,686 shares; 2025Q2: 1,604 shares; 2025Q3: 1,849 shares 1,849 $240K 0.01% +245 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares 5,665 $237K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 270 shares; 2025Q2: 249 shares; 2025Q3: 257 shares 257 $237K 0.01% +8 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: restricted; 2024Q4: 595 shares; 2025Q1: 791 shares; 2025Q2: 720 shares; 2025Q3: 658 shares 658 $235K 0.01% -62 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 2,356 shares; 2025Q2: 3,252 shares; 2025Q3: 3,734 shares 3,734 $234K 0.01% +482 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: restricted; 2024Q4: 5,226 shares; 2025Q1: 6,236 shares; 2025Q2: 5,244 shares; 2025Q3: 5,654 shares 5,654 $232K 0.01% +410 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,801 shares; 2025Q1: 2,016 shares; 2025Q2: 2,541 shares; 2025Q3: 2,328 shares 2,328 $229K 0.01% -213 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: restricted; 2024Q4: 805 shares; 2025Q1: 1,074 shares; 2025Q2: 1,414 shares; 2025Q3: 1,503 shares 1,503 $228K 0.01% +89 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: restricted; 2024Q4: 11,781 shares; 2025Q1: 10,030 shares; 2025Q2: 6,008 shares; 2025Q3: 1,277 shares 1,277 $227K 0.01% -4,731 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,817 shares; 2025Q1: 1,339 shares; 2025Q2: 1,777 shares; 2025Q3: 1,770 shares 1,770 $227K 0.01% -7 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: restricted; 2024Q4: 628 shares; 2025Q1: 807 shares; 2025Q2: 854 shares; 2025Q3: 873 shares 873 $226K 0.01% +19 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,857 shares; 2025Q1: 9,857 shares; 2025Q2: 9,857 shares; 2025Q3: 9,857 shares 9,857 $220K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 130 shares; 2025Q2: 423 shares; 2025Q3: 647 shares 647 $218K 0.01% +224 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 821 shares; 2025Q1: 1,099 shares; 2025Q2: 1,563 shares; 2025Q3: 1,627 shares 1,627 $217K 0.01% +64 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,273 shares; 2025Q1: 20,408 shares; 2025Q2: 17,888 shares; 2025Q3: 2,568 shares 2,568 $216K 0.01% -15,320 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 2,491 shares; 2025Q2: 2,891 shares; 2025Q3: 2,617 shares 2,617 $216K 0.01% -274 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: 788 shares; 2025Q3: 819 shares 819 $212K 0.01% +31 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: restricted; 2024Q4: 1,321 shares; 2025Q1: 1,367 shares; 2025Q2: 1,393 shares; 2025Q3: 1,436 shares 1,436 $212K 0.01% +43 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares 1,105 $210K 0.01% new 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: restricted; 2024Q4: 23,690 shares; 2025Q1: 22,807 shares; 2025Q2: 23,732 shares; 2025Q3: 5,859 shares 5,859 $208K 0.01% -17,873 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: restricted; 2024Q4: 1,451 shares; 2025Q1: 1,464 shares; 2025Q2: 1,425 shares; 2025Q3: 1,467 shares 1,467 $205K 0.01% +42 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: restricted; 2024Q4: 2,579 shares; 2025Q1: 2,507 shares; 2025Q2: 2,905 shares; 2025Q3: 2,989 shares 2,989 $205K 0.01% +84 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: restricted; 2024Q4: 1,217 shares; 2025Q1: 1,294 shares; 2025Q2: 1,354 shares; 2025Q3: 1,530 shares 1,530 $204K 0.01% +176 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 586 shares; 2025Q1: 815 shares; 2025Q2: 836 shares; 2025Q3: 1,090 shares 1,090 $204K 0.01% +254 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: restricted; 2024Q4: 2,343 shares; 2025Q1: 2,451 shares; 2025Q2: 2,627 shares; 2025Q3: 2,587 shares 2,587 $203K 0.01% -40 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: restricted; 2024Q4: 223,672 shares; 2025Q1: 12,528 shares; 2025Q2: 15,699 shares; 2025Q3: 16,956 shares 16,956 $203K 0.01% +1,257 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 664 shares; 2025Q1: 856 shares; 2025Q2: 1,110 shares; 2025Q3: 1,159 shares 1,159 $203K 0.01% +49 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 465 shares 465 $202K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,343 shares; 2025Q1: 1,956 shares; 2025Q2: 2,671 shares; 2025Q3: 2,387 shares 2,387 $199K 0.01% -284 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: restricted; 2024Q4: 728 shares; 2025Q1: 798 shares; 2025Q2: 910 shares; 2025Q3: 864 shares 864 $198K 0.01% -46 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: restricted; 2024Q4: 113,723 shares; 2025Q1: 12,997 shares; 2025Q2: 10,294 shares; 2025Q3: 10,135 shares 10,135 $198K 0.01% -159 Timeline IBMR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,545 shares; 2025Q3: 7,724 shares 7,724 $197K 0.01% -4,821 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,378 shares 9,378 $197K 0.01% new 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: restricted; 2024Q4: 1,979 shares; 2025Q1: 2,420 shares; 2025Q2: 3,224 shares; 2025Q3: 3,458 shares 3,458 $196K <0.01% +234 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: restricted; 2024Q4: 804 shares; 2025Q1: 731 shares; 2025Q2: 783 shares; 2025Q3: 794 shares 794 $195K <0.01% +11 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: restricted; 2024Q4: 1,145 shares; 2025Q1: 1,013 shares; 2025Q2: 1,274 shares; 2025Q3: 1,273 shares 1,273 $194K <0.01% -1 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,364 shares; 2025Q1: 1,400 shares; 2025Q2: 1,031 shares; 2025Q3: 940 shares 940 $193K <0.01% -91 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: restricted; 2024Q4: 2,411 shares; 2025Q1: 2,834 shares; 2025Q2: 2,938 shares; 2025Q3: 2,788 shares 2,788 $190K <0.01% -150 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,007 shares; 2025Q2: 2,235 shares; 2025Q3: 2,297 shares 2,297 $188K <0.01% +62 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: restricted; 2024Q4: 4,445 shares; 2025Q1: 6,510 shares; 2025Q2: 8,717 shares; 2025Q3: 6,858 shares 6,858 $187K <0.01% -1,859 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: 561 shares; 2025Q2: 1,384 shares; 2025Q3: 1,513 shares 1,513 $187K <0.01% +129 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: restricted; 2024Q4: 482 shares; 2025Q1: 683 shares; 2025Q2: 717 shares; 2025Q3: 752 shares 752 $186K <0.01% +35 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: restricted; 2024Q4: 905 shares; 2025Q1: 1,150 shares; 2025Q2: 1,108 shares; 2025Q3: 1,107 shares 1,107 $185K <0.01% -1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,518 shares; 2025Q3: 2,850 shares 2,850 $185K <0.01% +332 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: restricted; 2024Q4: 1,560 shares; 2025Q1: 2,052 shares; 2025Q2: 2,007 shares; 2025Q3: 2,028 shares 2,028 $184K <0.01% +21 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,201 shares; 2025Q1: 1,402 shares; 2025Q2: 943 shares; 2025Q3: 983 shares 983 $184K <0.01% +40 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 791 shares; 2025Q2: 1,285 shares; 2025Q3: 908 shares 908 $182K <0.01% -377 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: restricted; 2024Q4: 32,313 shares; 2025Q1: 5,168 shares; 2025Q2: 4,382 shares; 2025Q3: 4,617 shares 4,617 $181K <0.01% +235 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: restricted; 2024Q4: 4,805 shares; 2025Q1: 5,686 shares; 2025Q2: 7,792 shares; 2025Q3: 7,248 shares 7,248 $178K <0.01% -544 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,476 shares; 2025Q1: 2,500 shares; 2025Q2: 2,639 shares; 2025Q3: 2,411 shares 2,411 $178K <0.01% -228 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 144 shares; 2025Q3: 1,507 shares 1,507 $177K <0.01% +1,363 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: restricted; 2024Q4: 1,774 shares; 2025Q1: 2,906 shares; 2025Q2: 2,508 shares; 2025Q3: 2,328 shares 2,328 $175K <0.01% -180 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: 2,022 shares; 2025Q2: 1,958 shares; 2025Q3: 2,068 shares 2,068 $174K <0.01% +110 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,723 shares; 2025Q1: 3,107 shares; 2025Q2: 2,599 shares; 2025Q3: 2,586 shares 2,586 $174K <0.01% -13 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,157 shares; 2025Q2: 1,714 shares; 2025Q3: 1,495 shares 1,495 $173K <0.01% -219 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: restricted; 2024Q4: 1,815 shares; 2025Q1: 2,024 shares; 2025Q2: 2,108 shares; 2025Q3: 2,132 shares 2,132 $172K <0.01% +24 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: restricted; 2024Q4: 1,727 shares; 2025Q1: 1,790 shares; 2025Q2: 1,841 shares; 2025Q3: 1,379 shares 1,379 $171K <0.01% -462 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: restricted; 2024Q4: 886 shares; 2025Q1: 1,200 shares; 2025Q2: 1,415 shares; 2025Q3: 1,407 shares 1,407 $171K <0.01% -8 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 138 shares 138 $169K <0.01% +6 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,758 shares; 2025Q1: 4,461 shares; 2025Q2: 4,355 shares; 2025Q3: 3,839 shares 3,839 $169K <0.01% -516 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 1,072 shares; 2025Q2: 1,167 shares; 2025Q3: 1,212 shares 1,212 $169K <0.01% +45 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,846 shares; 2025Q1: 1,672 shares; 2025Q2: 1,272 shares; 2025Q3: 1,275 shares 1,275 $168K <0.01% +3 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 296 shares; 2025Q2: 262 shares; 2025Q3: 294 shares 294 $167K <0.01% +32 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,426 shares; 2025Q1: 1,434 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares 1,425 $166K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 177 shares; 2025Q2: 199 shares; 2025Q3: 199 shares 199 $164K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 562 shares; 2025Q2: 589 shares; 2025Q3: 568 shares 568 $164K <0.01% -21 Timeline HYG 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: restricted; 2024Q4: 3,977 shares; 2025Q1: 3,823 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $162K <0.01% 0 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: restricted; 2024Q4: 513 shares; 2025Q1: 636 shares; 2025Q2: 614 shares; 2025Q3: 579 shares 579 $162K <0.01% -35 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 961 shares; 2025Q1: 1,107 shares; 2025Q2: 1,227 shares; 2025Q3: 1,275 shares 1,275 $161K <0.01% +48 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: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,958 shares; 2025Q2: 2,650 shares; 2025Q3: 2,684 shares 2,684 $160K <0.01% +34 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 768 shares; 2025Q2: 1,030 shares; 2025Q3: 1,053 shares 1,053 $159K <0.01% +23 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,665 shares; 2025Q1: 4,019 shares; 2025Q2: 3,971 shares; 2025Q3: 3,487 shares 3,487 $157K <0.01% -484 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 854 shares; 2025Q2: 717 shares; 2025Q3: 1,072 shares 1,072 $153K <0.01% +355 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: restricted; 2024Q4: 21,435 shares; 2025Q1: 21,661 shares; 2025Q2: 1,636 shares; 2025Q3: 1,520 shares 1,520 $153K <0.01% -116 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: 206 shares; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $152K <0.01% new 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: restricted; 2024Q4: 337 shares; 2025Q1: 356 shares; 2025Q2: 392 shares; 2025Q3: 440 shares 440 $152K <0.01% +48 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 225 shares; 2025Q2: 241 shares; 2025Q3: 234 shares 234 $152K <0.01% -7 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: restricted; 2024Q4: 649 shares; 2025Q1: 774 shares; 2025Q2: 853 shares; 2025Q3: 895 shares 895 $151K <0.01% +42 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: restricted; 2024Q4: 702 shares; 2025Q1: 1,072 shares; 2025Q2: 1,011 shares; 2025Q3: 927 shares 927 $150K <0.01% -84 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 565 shares; 2025Q2: 726 shares; 2025Q3: 691 shares 691 $150K <0.01% -35 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: restricted; 2024Q4: 419 shares; 2025Q1: 509 shares; 2025Q2: 893 shares; 2025Q3: 783 shares 783 $149K <0.01% -110 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: restricted; 2024Q4: 663 shares; 2025Q1: 1,430 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares 1,483 $148K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,476 shares; 2025Q1: 1,340 shares; 2025Q2: 1,824 shares; 2025Q3: 1,758 shares 1,758 $145K <0.01% -66 Timeline