JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,531,748 shares; 2025Q2: 2,726,103 shares; 2025Q3: 2,940,215 shares 2,940,215 $148M 6.9% +214,112 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: 783,997 shares; 2024Q4: 919,231 shares; 2025Q1: 1,080,282 shares; 2025Q2: 1,201,517 shares; 2025Q3: 1,334,974 shares 1,334,974 $117M 5.42% +133,457 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,954 shares; 2024Q4: 500,918 shares; 2025Q1: 546,080 shares; 2025Q2: 554,838 shares; 2025Q3: 567,403 shares 567,403 $106M 4.92% +12,565 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: 315,416 shares; 2024Q4: 323,157 shares; 2025Q1: 336,387 shares; 2025Q2: 328,348 shares; 2025Q3: 354,537 shares 354,537 $90.3M 4.2% +26,189 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: 143,970 shares; 2024Q4: 147,421 shares; 2025Q1: 148,517 shares; 2025Q2: 157,862 shares; 2025Q3: 166,015 shares 166,015 $86M 4% +8,153 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: 909,209 shares; 2024Q4: 989,624 shares; 2025Q1: 1,114,344 shares; 2025Q2: 1,207,062 shares; 2025Q3: 1,271,585 shares 1,271,585 $83.8M 3.9% +64,523 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: 1,061,538 shares; 2024Q4: 1,032,252 shares; 2025Q1: 1,017,938 shares; 2025Q2: 986,101 shares; 2025Q3: 960,972 shares 960,972 $57.6M 2.68% -25,129 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: not reported; 2024Q4: not reported; 2025Q1: 1,705,515 shares; 2025Q2: 1,910,061 shares; 2025Q3: 2,063,569 shares 2,063,569 $50.1M 2.33% +153,508 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: 664,654 shares; 2024Q4: 729,081 shares; 2025Q1: 749,885 shares; 2025Q2: 808,279 shares; 2025Q3: 869,601 shares 869,601 $46.1M 2.14% +61,322 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,593,429 shares; 2025Q3: 1,737,026 shares 1,737,026 $43M 2% +143,597 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: 161,860 shares; 2024Q4: 170,356 shares; 2025Q1: 180,457 shares; 2025Q2: 187,213 shares; 2025Q3: 192,502 shares 192,502 $42.3M 1.96% +5,289 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: 87,561 shares; 2024Q4: 90,621 shares; 2025Q1: 98,120 shares; 2025Q2: 105,460 shares; 2025Q3: 110,853 shares 110,853 $36.6M 1.7% +5,393 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: 38,135 shares; 2024Q4: 39,326 shares; 2025Q1: 43,021 shares; 2025Q2: 46,331 shares; 2025Q3: 47,963 shares 47,963 $35.2M 1.64% +1,632 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,931 shares; 2024Q4: 902,297 shares; 2025Q1: 872,301 shares; 2025Q2: 821,016 shares; 2025Q3: 801,462 shares 801,462 $34.3M 1.59% -19,554 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563,374 shares; 2025Q3: 655,978 shares 655,978 $31.2M 1.45% +92,604 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331,656 shares; 2025Q3: 384,875 shares 384,875 $30.2M 1.4% +53,219 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: 104,326 shares; 2024Q4: 108,267 shares; 2025Q1: 112,999 shares; 2025Q2: 114,040 shares; 2025Q3: 116,793 shares 116,793 $28.4M 1.32% +2,753 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: 95,325 shares; 2024Q4: 95,258 shares; 2025Q1: 102,944 shares; 2025Q2: 105,566 shares; 2025Q3: 107,237 shares 107,237 $26.1M 1.21% +1,671 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,979 shares; 2024Q4: 583,833 shares; 2025Q1: 568,742 shares; 2025Q2: 548,067 shares; 2025Q3: 528,978 shares 528,978 $24.8M 1.15% -19,089 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: 66,777 shares; 2024Q4: 67,066 shares; 2025Q1: 69,921 shares; 2025Q2: 73,317 shares; 2025Q3: 76,390 shares 76,390 $24.1M 1.12% +3,073 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,657 shares; 2024Q4: 184,937 shares; 2025Q1: 228,176 shares; 2025Q2: 238,041 shares; 2025Q3: 232,466 shares 232,466 $23.4M 1.09% -5,575 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: 39,794 shares; 2024Q4: 45,969 shares; 2025Q1: 47,127 shares; 2025Q2: 49,269 shares; 2025Q3: 51,615 shares 51,615 $23M 1.07% +2,346 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,973 shares; 2024Q4: 103,792 shares; 2025Q1: 116,264 shares; 2025Q2: 395,980 shares; 2025Q3: 449,655 shares 449,655 $21.4M 0.99% +53,675 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: 341,066 shares; 2024Q4: 332,165 shares; 2025Q1: 329,016 shares; 2025Q2: 314,314 shares; 2025Q3: 307,840 shares 307,840 $16.7M 0.78% -6,474 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: 29,350 shares; 2024Q4: 30,341 shares; 2025Q1: 32,506 shares; 2025Q2: 32,740 shares; 2025Q3: 32,654 shares 32,654 $16.4M 0.76% -86 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: 37,124 shares; 2024Q4: 72,033 shares; 2025Q1: 70,833 shares; 2025Q2: 75,535 shares; 2025Q3: 75,861 shares 75,861 $13.8M 0.64% +326 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,503 shares; 2024Q4: 138,696 shares; 2025Q1: 149,557 shares; 2025Q2: 157,709 shares; 2025Q3: 161,610 shares 161,610 $13.7M 0.64% +3,901 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: 9,211 shares; 2024Q4: 9,917 shares; 2025Q1: 10,500 shares; 2025Q2: 11,126 shares; 2025Q3: 11,161 shares 11,161 $13.4M 0.62% +35 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: 15,761 shares; 2024Q4: 16,302 shares; 2025Q1: 16,948 shares; 2025Q2: 17,227 shares; 2025Q3: 17,374 shares 17,374 $13.3M 0.62% +147 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: 27,087 shares; 2024Q4: 28,799 shares; 2025Q1: 31,741 shares; 2025Q2: 35,487 shares; 2025Q3: 37,024 shares 37,024 $12.6M 0.59% +1,537 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: 89,977 shares; 2024Q4: 89,519 shares; 2025Q1: 94,372 shares; 2025Q2: 96,305 shares; 2025Q3: 108,432 shares 108,432 $12.2M 0.57% +12,127 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: 36,097 shares; 2024Q4: 36,607 shares; 2025Q1: 36,432 shares; 2025Q2: 37,762 shares; 2025Q3: 40,946 shares 40,946 $11.5M 0.54% +3,184 Timeline IDV 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: 273,835 shares; 2024Q4: 283,405 shares; 2025Q1: 305,117 shares; 2025Q2: 314,135 shares; 2025Q3: 314,766 shares 314,766 $11.5M 0.53% +631 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: 39,122 shares; 2024Q4: 38,984 shares; 2025Q1: 43,359 shares; 2025Q2: 44,870 shares; 2025Q3: 48,138 shares 48,138 $11.1M 0.52% +3,268 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: 23,521 shares; 2024Q4: 23,566 shares; 2025Q1: 23,359 shares; 2025Q2: 24,919 shares; 2025Q3: 27,475 shares 27,475 $11.1M 0.52% +2,556 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: 15,918 shares; 2024Q4: 16,166 shares; 2025Q1: 17,442 shares; 2025Q2: 19,025 shares; 2025Q3: 19,512 shares 19,512 $11.1M 0.52% +487 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: 80,870 shares; 2024Q4: 85,118 shares; 2025Q1: 90,622 shares; 2025Q2: 98,623 shares; 2025Q3: 105,691 shares 105,691 $10.9M 0.51% +7,068 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: 36,477 shares; 2024Q4: 37,359 shares; 2025Q1: 44,394 shares; 2025Q2: 46,214 shares; 2025Q3: 53,205 shares 53,205 $9.87M 0.46% +6,991 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: 43,492 shares; 2024Q4: 60,488 shares; 2025Q1: 62,559 shares; 2025Q2: 61,813 shares; 2025Q3: 60,391 shares 60,391 $9.28M 0.43% -1,422 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: 8,131 shares; 2024Q4: 8,380 shares; 2025Q1: 9,056 shares; 2025Q2: 9,885 shares; 2025Q3: 9,662 shares 9,662 $8.94M 0.42% -223 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: 21,466 shares; 2024Q4: 21,653 shares; 2025Q1: 25,104 shares; 2025Q2: 25,858 shares; 2025Q3: 26,223 shares 26,223 $7.89M 0.37% +365 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: 7,545 shares; 2024Q4: 7,669 shares; 2025Q1: 7,928 shares; 2025Q2: 8,499 shares; 2025Q3: 8,690 shares 8,690 $6.92M 0.32% +191 Timeline SCHA 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: 91,984 shares; 2024Q4: 195,954 shares; 2025Q1: 214,739 shares; 2025Q2: 213,419 shares; 2025Q3: 231,918 shares 231,918 $6.47M 0.3% +18,499 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: 29,870 shares; 2024Q4: 40,570 shares; 2025Q1: 43,735 shares; 2025Q2: 48,184 shares; 2025Q3: 56,813 shares 56,813 $6.47M 0.3% +8,629 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: 11,991 shares; 2024Q4: 12,345 shares; 2025Q1: 12,208 shares; 2025Q2: 12,574 shares; 2025Q3: 13,491 shares 13,491 $6.44M 0.3% +917 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: 116,189 shares; 2024Q4: 117,075 shares; 2025Q1: 118,096 shares; 2025Q2: 120,106 shares; 2025Q3: 124,577 shares 124,577 $6.43M 0.3% +4,471 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: 17,395 shares; 2024Q4: 18,022 shares; 2025Q1: 19,577 shares; 2025Q2: 20,523 shares; 2025Q3: 20,923 shares 20,923 $6.36M 0.3% +400 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: 15,849 shares; 2024Q4: 17,514 shares; 2025Q1: 19,909 shares; 2025Q2: 21,013 shares; 2025Q3: 22,475 shares 22,475 $6.34M 0.29% +1,462 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: 21,075 shares; 2024Q4: 19,879 shares; 2025Q1: 22,216 shares; 2025Q2: 22,533 shares; 2025Q3: 24,888 shares 24,888 $6.33M 0.29% +2,355 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: 33,288 shares; 2024Q4: 32,003 shares; 2025Q1: 33,368 shares; 2025Q2: 29,355 shares; 2025Q3: 37,244 shares 37,244 $5.78M 0.27% +7,889 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: 62,539 shares; 2024Q4: 64,991 shares; 2025Q1: 73,251 shares; 2025Q2: 81,377 shares; 2025Q3: 83,565 shares 83,565 $5.72M 0.27% +2,188 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: 67,354 shares; 2024Q4: 68,842 shares; 2025Q1: 78,350 shares; 2025Q2: 86,163 shares; 2025Q3: 84,523 shares 84,523 $5.61M 0.26% -1,640 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: 13,473 shares; 2024Q4: 13,734 shares; 2025Q1: 14,477 shares; 2025Q2: 14,940 shares; 2025Q3: 14,937 shares 14,937 $5.59M 0.26% -3 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: 59,998 shares; 2024Q4: 61,516 shares; 2025Q1: 64,903 shares; 2025Q2: 65,820 shares; 2025Q3: 66,511 shares 66,511 $5.57M 0.26% +691 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: 23,753 shares; 2024Q4: 26,322 shares; 2025Q1: 29,560 shares; 2025Q2: 32,445 shares; 2025Q3: 33,305 shares 33,305 $5.4M 0.25% +860 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: 16,424 shares; 2024Q4: 17,092 shares; 2025Q1: 17,240 shares; 2025Q2: 13,994 shares; 2025Q3: 15,590 shares 15,590 $5.38M 0.25% +1,596 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: 8,450 shares; 2024Q4: 8,609 shares; 2025Q1: 9,985 shares; 2025Q2: 10,850 shares; 2025Q3: 11,177 shares 11,177 $5.31M 0.25% +327 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: 4,273 shares; 2024Q4: 4,319 shares; 2025Q1: 5,449 shares; 2025Q2: 5,626 shares; 2025Q3: 5,590 shares 5,590 $5.14M 0.24% -36 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: 13,499 shares; 2024Q4: 13,547 shares; 2025Q1: 13,775 shares; 2025Q2: 14,960 shares; 2025Q3: 15,437 shares 15,437 $5.13M 0.24% +477 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: 23,698 shares; 2024Q4: 24,889 shares; 2025Q1: 26,637 shares; 2025Q2: 28,790 shares; 2025Q3: 30,118 shares 30,118 $5.04M 0.23% +1,328 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,331 shares; 2025Q1: 35,180 shares; 2025Q2: 36,662 shares; 2025Q3: 36,573 shares 36,573 $4.9M 0.23% -89 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: 27,292 shares; 2024Q4: 27,794 shares; 2025Q1: 30,943 shares; 2025Q2: 35,497 shares; 2025Q3: 35,700 shares 35,700 $4.78M 0.22% +203 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: 114,990 shares; 2024Q4: 129,123 shares; 2025Q1: 140,641 shares; 2025Q2: 153,814 shares; 2025Q3: 168,368 shares 168,368 $4.75M 0.22% +14,554 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: 27,996 shares; 2024Q4: 28,046 shares; 2025Q1: 30,030 shares; 2025Q2: 32,264 shares; 2025Q3: 32,269 shares 32,269 $4.66M 0.22% +5 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: 34,708 shares; 2024Q4: 35,992 shares; 2025Q1: 36,148 shares; 2025Q2: 37,938 shares; 2025Q3: 37,637 shares 37,637 $4.66M 0.22% -301 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 6,004 shares; 2025Q1: 6,189 shares; 2025Q2: 6,675 shares; 2025Q3: 6,669 shares 6,669 $4.55M 0.21% -6 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: 12,284 shares; 2024Q4: 12,617 shares; 2025Q1: 13,123 shares; 2025Q2: 21,899 shares; 2025Q3: 21,417 shares 21,417 $4.55M 0.21% -482 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: 35,574 shares; 2024Q4: 36,924 shares; 2025Q1: 41,652 shares; 2025Q2: 44,568 shares; 2025Q3: 45,930 shares 45,930 $4.5M 0.21% +1,362 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: 27,714 shares; 2024Q4: 27,796 shares; 2025Q1: 26,119 shares; 2025Q2: 26,153 shares; 2025Q3: 27,789 shares 27,789 $4.5M 0.21% +1,636 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: 47,594 shares; 2024Q4: 46,487 shares; 2025Q1: 49,026 shares; 2025Q2: 44,859 shares; 2025Q3: 52,857 shares 52,857 $4.44M 0.21% +7,998 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: 23,582 shares; 2024Q4: 23,856 shares; 2025Q1: 25,258 shares; 2025Q2: 27,001 shares; 2025Q3: 27,765 shares 27,765 $4.41M 0.21% +764 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,355 shares; 2025Q1: 3,488 shares; 2025Q2: 3,656 shares; 2025Q3: 3,784 shares 3,784 $4.41M 0.21% +128 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,239 shares; 2025Q1: 3,631 shares; 2025Q2: 4,053 shares; 2025Q3: 4,090 shares 4,090 $4.41M 0.21% +37 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: 139,205 shares; 2024Q4: 142,578 shares; 2025Q1: 143,336 shares; 2025Q2: 53,495 shares; 2025Q3: 50,320 shares 50,320 $4.23M 0.2% -3,175 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: 12,351 shares; 2024Q4: 12,289 shares; 2025Q1: 12,920 shares; 2025Q2: 13,961 shares; 2025Q3: 14,351 shares 14,351 $4.21M 0.2% +390 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: 37,242 shares; 2024Q4: 38,226 shares; 2025Q1: 40,772 shares; 2025Q2: 40,505 shares; 2025Q3: 40,934 shares 40,934 $4.15M 0.19% +429 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: 5,075 shares; 2024Q4: 5,321 shares; 2025Q1: 5,838 shares; 2025Q2: 6,541 shares; 2025Q3: 6,743 shares 6,743 $4.15M 0.19% +202 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: 26,834 shares; 2024Q4: 25,541 shares; 2025Q1: 25,603 shares; 2025Q2: 23,234 shares; 2025Q3: 29,406 shares 29,406 $4.13M 0.19% +6,172 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: 32,098 shares; 2024Q4: 34,568 shares; 2025Q1: 31,812 shares; 2025Q2: 33,130 shares; 2025Q3: 34,593 shares 34,593 $4.11M 0.19% +1,463 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: 14,593 shares; 2024Q4: 14,739 shares; 2025Q1: 14,606 shares; 2025Q2: 14,480 shares; 2025Q3: 15,863 shares 15,863 $3.99M 0.19% +1,383 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 7,322 shares; 2025Q1: 9,108 shares; 2025Q2: 6,123 shares; 2025Q3: 8,219 shares 8,219 $3.94M 0.18% +2,096 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: 12,756 shares; 2024Q4: 12,668 shares; 2025Q1: 14,140 shares; 2025Q2: 13,808 shares; 2025Q3: 13,965 shares 13,965 $3.94M 0.18% +157 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: 642 shares; 2024Q4: 631 shares; 2025Q1: 656 shares; 2025Q2: 717 shares; 2025Q3: 726 shares 726 $3.92M 0.18% +9 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: 5,834 shares; 2024Q4: 6,170 shares; 2025Q1: 7,616 shares; 2025Q2: 8,068 shares; 2025Q3: 7,905 shares 7,905 $3.88M 0.18% -163 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: 4,941 shares; 2024Q4: 4,920 shares; 2025Q1: 5,036 shares; 2025Q2: 4,937 shares; 2025Q3: 5,094 shares 5,094 $3.86M 0.18% +157 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,729 shares; 2025Q1: 23,154 shares; 2025Q2: 25,623 shares; 2025Q3: 25,909 shares 25,909 $3.78M 0.18% +286 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: 15,935 shares; 2024Q4: 17,167 shares; 2025Q1: 17,820 shares; 2025Q2: 17,125 shares; 2025Q3: 15,652 shares 15,652 $3.71M 0.17% -1,473 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: 6,746 shares; 2024Q4: 7,004 shares; 2025Q1: 7,749 shares; 2025Q2: 7,550 shares; 2025Q3: 8,786 shares 8,786 $3.71M 0.17% +1,236 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: 8,750 shares; 2024Q4: 8,883 shares; 2025Q1: 9,168 shares; 2025Q2: 9,892 shares; 2025Q3: 10,004 shares 10,004 $3.7M 0.17% +112 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: 71,538 shares; 2024Q4: 68,049 shares; 2025Q1: 79,974 shares; 2025Q2: 83,257 shares; 2025Q3: 82,834 shares 82,834 $3.64M 0.17% -423 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: 18,195 shares; 2024Q4: 18,094 shares; 2025Q1: 20,461 shares; 2025Q2: 21,358 shares; 2025Q3: 21,825 shares 21,825 $3.63M 0.17% +467 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: 16,804 shares; 2024Q4: 16,996 shares; 2025Q1: 17,153 shares; 2025Q2: 17,951 shares; 2025Q3: 17,643 shares 17,643 $3.61M 0.17% -308 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: 7,265 shares; 2024Q4: 7,084 shares; 2025Q1: 7,296 shares; 2025Q2: 6,504 shares; 2025Q3: 7,423 shares 7,423 $3.6M 0.17% +919 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: 25,672 shares; 2024Q4: 27,745 shares; 2025Q1: 29,794 shares; 2025Q2: 31,659 shares; 2025Q3: 32,406 shares 32,406 $3.6M 0.17% +747 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: 30,737 shares; 2024Q4: 31,265 shares; 2025Q1: 34,160 shares; 2025Q2: 36,885 shares; 2025Q3: 36,841 shares 36,841 $3.6M 0.17% -44 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: 13,334 shares; 2024Q4: 13,209 shares; 2025Q1: 14,545 shares; 2025Q2: 14,412 shares; 2025Q3: 14,430 shares 14,430 $3.55M 0.16% +18 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: 6,086 shares; 2024Q4: 12,708 shares; 2025Q1: 14,366 shares; 2025Q2: 17,203 shares; 2025Q3: 17,279 shares 17,279 $3.52M 0.16% +76 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: 16,485 shares; 2024Q4: 17,954 shares; 2025Q1: 19,237 shares; 2025Q2: 20,106 shares; 2025Q3: 20,574 shares 20,574 $3.52M 0.16% +468 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: 7,386 shares; 2024Q4: 7,750 shares; 2025Q1: 8,081 shares; 2025Q2: 8,517 shares; 2025Q3: 7,741 shares 7,741 $3.46M 0.16% -776 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: 14,309 shares; 2024Q4: 14,404 shares; 2025Q1: 16,247 shares; 2025Q2: 17,345 shares; 2025Q3: 16,765 shares 16,765 $3.44M 0.16% -580 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: 19,656 shares; 2024Q4: 19,821 shares; 2025Q1: 21,074 shares; 2025Q2: 20,156 shares; 2025Q3: 20,442 shares 20,442 $3.42M 0.16% +286 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: 2,136 shares; 2024Q4: 3,127 shares; 2025Q1: 4,624 shares; 2025Q2: 4,911 shares; 2025Q3: 5,500 shares 5,500 $3.37M 0.16% +589 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: 11,099 shares; 2024Q4: 11,362 shares; 2025Q1: 11,986 shares; 2025Q2: 13,063 shares; 2025Q3: 13,730 shares 13,730 $3.25M 0.15% +667 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: 37,380 shares; 2024Q4: 37,294 shares; 2025Q1: 42,494 shares; 2025Q2: 46,276 shares; 2025Q3: 49,075 shares 49,075 $3.24M 0.15% +2,799 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: 10,027 shares; 2024Q4: 10,118 shares; 2025Q1: 10,931 shares; 2025Q2: 11,910 shares; 2025Q3: 12,807 shares 12,807 $3.16M 0.15% +897 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: 3,721 shares; 2024Q4: 3,773 shares; 2025Q1: 3,899 shares; 2025Q2: 4,051 shares; 2025Q3: 4,042 shares 4,042 $3.12M 0.15% -9 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: 23,602 shares; 2024Q4: 24,472 shares; 2025Q1: 25,810 shares; 2025Q2: 23,049 shares; 2025Q3: 26,723 shares 26,723 $3.06M 0.14% +3,674 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: 5,303 shares; 2024Q4: 5,381 shares; 2025Q1: 6,017 shares; 2025Q2: 6,287 shares; 2025Q3: 6,278 shares 6,278 $3.06M 0.14% -9 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: 35,255 shares; 2024Q4: 34,283 shares; 2025Q1: 35,891 shares; 2025Q2: 36,586 shares; 2025Q3: 39,587 shares 39,587 $2.99M 0.14% +3,001 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: 1,898 shares; 2024Q4: 1,861 shares; 2025Q1: 1,892 shares; 2025Q2: 27,746 shares; 2025Q3: 27,457 shares 27,457 $2.96M 0.14% -289 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: 6,991 shares; 2024Q4: 7,236 shares; 2025Q1: 7,654 shares; 2025Q2: 8,726 shares; 2025Q3: 8,975 shares 8,975 $2.95M 0.14% +249 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: 21,200 shares; 2024Q4: 21,239 shares; 2025Q1: 23,237 shares; 2025Q2: 27,281 shares; 2025Q3: 30,199 shares 30,199 $2.88M 0.13% +2,918 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: 9,868 shares; 2024Q4: 10,427 shares; 2025Q1: 12,241 shares; 2025Q2: 12,014 shares; 2025Q3: 12,024 shares 12,024 $2.88M 0.13% +10 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: 9,034 shares; 2024Q4: 8,933 shares; 2025Q1: 8,492 shares; 2025Q2: 8,742 shares; 2025Q3: 8,154 shares 8,154 $2.88M 0.13% -588 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: 7,244 shares; 2024Q4: 7,290 shares; 2025Q1: 7,309 shares; 2025Q2: 7,915 shares; 2025Q3: 7,874 shares 7,874 $2.77M 0.13% -41 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: 24,361 shares; 2024Q4: 29,295 shares; 2025Q1: 28,306 shares; 2025Q2: 26,435 shares; 2025Q3: 28,979 shares 28,979 $2.74M 0.13% +2,544 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: 4,926 shares; 2024Q4: 4,994 shares; 2025Q1: 5,348 shares; 2025Q2: 5,643 shares; 2025Q3: 5,485 shares 5,485 $2.74M 0.13% -158 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: 8,851 shares; 2024Q4: 8,734 shares; 2025Q1: 9,167 shares; 2025Q2: 9,627 shares; 2025Q3: 9,676 shares 9,676 $2.73M 0.13% +49 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: 20,236 shares; 2024Q4: 19,765 shares; 2025Q1: 22,473 shares; 2025Q2: 24,890 shares; 2025Q3: 28,344 shares 28,344 $2.69M 0.12% +3,454 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: 1,782 shares; 2024Q4: 2,295 shares; 2025Q1: 2,685 shares; 2025Q2: 3,278 shares; 2025Q3: 3,710 shares 3,710 $2.67M 0.12% +432 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: 12,340 shares; 2024Q4: 14,733 shares; 2025Q1: 18,762 shares; 2025Q2: 12,857 shares; 2025Q3: 14,294 shares 14,294 $2.67M 0.12% +1,437 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: 12,361 shares; 2024Q4: 12,013 shares; 2025Q1: 13,532 shares; 2025Q2: 13,816 shares; 2025Q3: 14,958 shares 14,958 $2.66M 0.12% +1,142 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: 5,098 shares; 2024Q4: 5,167 shares; 2025Q1: 5,718 shares; 2025Q2: 6,068 shares; 2025Q3: 6,091 shares 6,091 $2.6M 0.12% +23 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: 12,259 shares; 2024Q4: 12,424 shares; 2025Q1: 12,535 shares; 2025Q2: 12,367 shares; 2025Q3: 12,324 shares 12,324 $2.59M 0.12% -43 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,740 shares; 2025Q1: 4,650 shares; 2025Q2: 4,871 shares; 2025Q3: 5,094 shares 5,094 $2.51M 0.12% +223 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: 13,939 shares; 2024Q4: 13,214 shares; 2025Q1: 12,526 shares; 2025Q2: 11,191 shares; 2025Q3: 12,630 shares 12,630 $2.5M 0.12% +1,439 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: 34,428 shares; 2024Q4: 34,436 shares; 2025Q1: 37,305 shares; 2025Q2: 39,908 shares; 2025Q3: 39,146 shares 39,146 $2.48M 0.12% -762 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: 12,638 shares; 2024Q4: 11,699 shares; 2025Q1: 12,364 shares; 2025Q2: 12,229 shares; 2025Q3: 12,821 shares 12,821 $2.47M 0.11% +592 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: 11,971 shares; 2024Q4: 12,137 shares; 2025Q1: 13,426 shares; 2025Q2: 12,889 shares; 2025Q3: 13,098 shares 13,098 $2.41M 0.11% +209 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: 11,471 shares; 2024Q4: 11,421 shares; 2025Q1: 11,411 shares; 2025Q2: 10,343 shares; 2025Q3: 9,733 shares 9,733 $2.4M 0.11% -610 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: 2,364 shares; 2024Q4: 2,373 shares; 2025Q1: 2,555 shares; 2025Q2: 2,569 shares; 2025Q3: 2,511 shares 2,511 $2.4M 0.11% -58 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: 61,784 shares; 2024Q4: 60,218 shares; 2025Q1: 60,022 shares; 2025Q2: 79,610 shares; 2025Q3: 93,642 shares 93,642 $2.39M 0.11% +14,032 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: 29,614 shares; 2024Q4: 29,969 shares; 2025Q1: 35,736 shares; 2025Q2: 39,527 shares; 2025Q3: 38,059 shares 38,059 $2.38M 0.11% -1,468 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: 4,147 shares; 2024Q4: 4,562 shares; 2025Q1: 5,001 shares; 2025Q2: 5,129 shares; 2025Q3: 5,193 shares 5,193 $2.37M 0.11% +64 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: 17,686 shares; 2024Q4: 17,028 shares; 2025Q1: 19,146 shares; 2025Q2: 20,364 shares; 2025Q3: 21,596 shares 21,596 $2.35M 0.11% +1,232 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: 5,634 shares; 2024Q4: 5,607 shares; 2025Q1: 6,360 shares; 2025Q2: 6,176 shares; 2025Q3: 5,912 shares 5,912 $2.32M 0.11% -264 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: 4,590 shares; 2024Q4: 4,579 shares; 2025Q1: 4,714 shares; 2025Q2: 5,065 shares; 2025Q3: 4,696 shares 4,696 $2.31M 0.11% -369 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: 18,795 shares; 2024Q4: 20,483 shares; 2025Q1: 22,334 shares; 2025Q2: 27,152 shares; 2025Q3: 28,574 shares 28,574 $2.28M 0.11% +1,422 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 830 shares; 2025Q1: 919 shares; 2025Q2: 979 shares; 2025Q3: 974 shares 974 $2.28M 0.11% -5 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: 4,403 shares; 2024Q4: 4,504 shares; 2025Q1: 4,565 shares; 2025Q2: 4,538 shares; 2025Q3: 5,369 shares 5,369 $2.27M 0.11% +831 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: 12,995 shares; 2024Q4: 13,002 shares; 2025Q1: 14,660 shares; 2025Q2: 16,106 shares; 2025Q3: 18,051 shares 18,051 $2.23M 0.1% +1,945 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: 14,871 shares; 2024Q4: 15,145 shares; 2025Q1: 15,515 shares; 2025Q2: 16,248 shares; 2025Q3: 17,020 shares 17,020 $2.23M 0.1% +772 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: 9,434 shares; 2024Q4: 9,877 shares; 2025Q1: 11,173 shares; 2025Q2: 10,726 shares; 2025Q3: 10,127 shares 10,127 $2.22M 0.1% -599 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,704 shares; 2025Q3: 42,677 shares 42,677 $2.16M 0.1% +973 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: 17,274 shares; 2024Q4: 16,793 shares; 2025Q1: 17,064 shares; 2025Q2: 17,706 shares; 2025Q3: 19,166 shares 19,166 $2.14M 0.1% +1,460 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: 3,855 shares; 2024Q4: 3,889 shares; 2025Q1: 4,124 shares; 2025Q2: 4,469 shares; 2025Q3: 4,492 shares 4,492 $2.14M 0.1% +23 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: 7,189 shares; 2024Q4: 8,315 shares; 2025Q1: 8,925 shares; 2025Q2: 9,559 shares; 2025Q3: 9,454 shares 9,454 $2.09M 0.1% -105 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: 11,544 shares; 2024Q4: 11,401 shares; 2025Q1: 11,551 shares; 2025Q2: 11,291 shares; 2025Q3: 10,374 shares 10,374 $2.08M 0.1% -917 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: 10,172 shares; 2024Q4: 10,254 shares; 2025Q1: 12,037 shares; 2025Q2: 12,689 shares; 2025Q3: 12,340 shares 12,340 $2.08M 0.1% -349 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: 28,853 shares; 2024Q4: 28,643 shares; 2025Q1: 29,081 shares; 2025Q2: 23,966 shares; 2025Q3: 24,554 shares 24,554 $2.08M 0.1% +588 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: 9,538 shares; 2024Q4: 9,352 shares; 2025Q1: 9,656 shares; 2025Q2: 9,269 shares; 2025Q3: 9,624 shares 9,624 $2.08M 0.1% +355 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: 18,125 shares; 2024Q4: 18,604 shares; 2025Q1: 22,003 shares; 2025Q2: 20,146 shares; 2025Q3: 21,670 shares 21,670 $2.06M 0.1% +1,524 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: 86,579 shares; 2024Q4: 83,368 shares; 2025Q1: 77,785 shares; 2025Q2: 69,016 shares; 2025Q3: 65,435 shares 65,435 $2.06M 0.1% -3,581 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: 4,678 shares; 2024Q4: 5,224 shares; 2025Q1: 6,445 shares; 2025Q2: 7,107 shares; 2025Q3: 7,461 shares 7,461 $2.03M 0.09% +354 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: 15,968 shares; 2024Q4: 15,573 shares; 2025Q1: 16,722 shares; 2025Q2: 16,587 shares; 2025Q3: 18,275 shares 18,275 $2.01M 0.09% +1,688 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: 5,076 shares; 2024Q4: 5,264 shares; 2025Q1: 5,556 shares; 2025Q2: 5,843 shares; 2025Q3: 5,788 shares 5,788 $2M 0.09% -55 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: 6,671 shares; 2024Q4: 6,693 shares; 2025Q1: 7,018 shares; 2025Q2: 7,247 shares; 2025Q3: 7,604 shares 7,604 $1.98M 0.09% +357 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: 3,866 shares; 2024Q4: 3,831 shares; 2025Q1: 4,121 shares; 2025Q2: 4,200 shares; 2025Q3: 4,333 shares 4,333 $1.98M 0.09% +133 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,536 shares; 2025Q1: 6,598 shares; 2025Q2: 8,559 shares; 2025Q3: 7,217 shares 7,217 $1.95M 0.09% -1,342 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,477 shares; 2025Q1: 4,665 shares; 2025Q2: 5,365 shares; 2025Q3: 5,703 shares 5,703 $1.94M 0.09% +338 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: 7,969 shares; 2024Q4: 8,060 shares; 2025Q1: 8,867 shares; 2025Q2: 9,303 shares; 2025Q3: 9,532 shares 9,532 $1.92M 0.09% +229 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: 16,268 shares; 2024Q4: 13,257 shares; 2025Q1: 16,142 shares; 2025Q2: 20,337 shares; 2025Q3: 22,755 shares 22,755 $1.92M 0.09% +2,418 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: 3,899 shares; 2024Q4: 4,058 shares; 2025Q1: 4,371 shares; 2025Q2: 5,403 shares; 2025Q3: 6,090 shares 6,090 $1.9M 0.09% +687 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: 8,248 shares; 2024Q4: 8,244 shares; 2025Q1: 8,713 shares; 2025Q2: 9,157 shares; 2025Q3: 11,175 shares 11,175 $1.89M 0.09% +2,018 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: 6,068 shares; 2024Q4: 6,261 shares; 2025Q1: 6,632 shares; 2025Q2: 7,240 shares; 2025Q3: 7,251 shares 7,251 $1.88M 0.09% +11 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: 10,178 shares; 2024Q4: 10,156 shares; 2025Q1: 9,695 shares; 2025Q2: 9,374 shares; 2025Q3: 9,953 shares 9,953 $1.87M 0.09% +579 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: 14,890 shares; 2024Q4: 14,904 shares; 2025Q1: 15,713 shares; 2025Q2: 15,319 shares; 2025Q3: 14,473 shares 14,473 $1.87M 0.09% -846 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: 3,084 shares; 2024Q4: 3,078 shares; 2025Q1: 4,055 shares; 2025Q2: 6,764 shares; 2025Q3: 7,847 shares 7,847 $1.85M 0.09% +1,083 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: 5,474 shares; 2024Q4: 5,196 shares; 2025Q1: 5,533 shares; 2025Q2: 6,028 shares; 2025Q3: 6,617 shares 6,617 $1.81M 0.08% +589 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,156 shares; 2025Q1: 10,172 shares; 2025Q2: 10,186 shares; 2025Q3: 11,481 shares 11,481 $1.78M 0.08% +1,295 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: 4,668 shares; 2024Q4: 5,062 shares; 2025Q1: 5,484 shares; 2025Q2: 5,977 shares; 2025Q3: 5,577 shares 5,577 $1.77M 0.08% -400 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: 2,288 shares; 2024Q4: 2,305 shares; 2025Q1: 2,646 shares; 2025Q2: 2,636 shares; 2025Q3: 2,862 shares 2,862 $1.74M 0.08% +226 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: 51,645 shares; 2024Q4: 50,127 shares; 2025Q1: 54,032 shares; 2025Q2: 45,470 shares; 2025Q3: 50,296 shares 50,296 $1.69M 0.08% +4,826 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: 12,340 shares; 2024Q4: 12,866 shares; 2025Q1: 13,788 shares; 2025Q2: 13,332 shares; 2025Q3: 15,040 shares 15,040 $1.69M 0.08% +1,708 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: 11,944 shares; 2024Q4: 11,691 shares; 2025Q1: 12,696 shares; 2025Q2: 13,883 shares; 2025Q3: 20,203 shares 20,203 $1.69M 0.08% +6,320 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: 13,145 shares; 2024Q4: 12,153 shares; 2025Q1: 13,625 shares; 2025Q2: 28,862 shares; 2025Q3: 34,299 shares 34,299 $1.68M 0.08% +5,437 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: 26,318 shares; 2024Q4: 25,351 shares; 2025Q1: 28,114 shares; 2025Q2: 26,819 shares; 2025Q3: 27,539 shares 27,539 $1.68M 0.08% +720 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 11,608 shares 11,608 $1.66M 0.08% +3,648 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: 5,570 shares; 2024Q4: 5,540 shares; 2025Q1: 6,296 shares; 2025Q2: 6,547 shares; 2025Q3: 5,760 shares 5,760 $1.66M 0.08% -787 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: 4,897 shares; 2024Q4: 4,831 shares; 2025Q1: 4,981 shares; 2025Q2: 5,509 shares; 2025Q3: 5,524 shares 5,524 $1.66M 0.08% +15 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,895 shares; 2024Q4: 32,673 shares; 2025Q1: 37,070 shares; 2025Q2: 37,900 shares; 2025Q3: 38,324 shares 38,324 $1.66M 0.08% +424 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: 4,834 shares; 2024Q4: 5,048 shares; 2025Q1: 5,623 shares; 2025Q2: 5,883 shares; 2025Q3: 5,850 shares 5,850 $1.63M 0.08% -33 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: 10,013 shares; 2024Q4: 9,932 shares; 2025Q1: 11,449 shares; 2025Q2: 10,681 shares; 2025Q3: 11,943 shares 11,943 $1.62M 0.08% +1,262 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: 3,085 shares; 2024Q4: 3,215 shares; 2025Q1: 3,488 shares; 2025Q2: 3,695 shares; 2025Q3: 3,912 shares 3,912 $1.62M 0.08% +217 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: 18,573 shares; 2024Q4: 19,695 shares; 2025Q1: 20,081 shares; 2025Q2: 21,160 shares; 2025Q3: 23,229 shares 23,229 $1.62M 0.08% +2,069 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: 33,136 shares; 2024Q4: 32,372 shares; 2025Q1: 35,991 shares; 2025Q2: 34,081 shares; 2025Q3: 33,272 shares 33,272 $1.61M 0.07% -809 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: 5,822 shares; 2024Q4: 5,830 shares; 2025Q1: 6,056 shares; 2025Q2: 6,143 shares; 2025Q3: 6,159 shares 6,159 $1.6M 0.07% +16 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: 3,959 shares; 2024Q4: 4,023 shares; 2025Q1: 4,240 shares; 2025Q2: 4,199 shares; 2025Q3: 4,482 shares 4,482 $1.6M 0.07% +283 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: 6,064 shares; 2024Q4: 6,134 shares; 2025Q1: 6,897 shares; 2025Q2: 7,297 shares; 2025Q3: 7,419 shares 7,419 $1.59M 0.07% +122 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: 368 shares; 2024Q4: 371 shares; 2025Q1: 389 shares; 2025Q2: 393 shares; 2025Q3: 371 shares 371 $1.59M 0.07% -22 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: 6,371 shares; 2024Q4: 6,622 shares; 2025Q1: 8,016 shares; 2025Q2: 8,943 shares; 2025Q3: 8,222 shares 8,222 $1.58M 0.07% -721 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: 4,185 shares; 2024Q4: 3,979 shares; 2025Q1: 4,134 shares; 2025Q2: 4,460 shares; 2025Q3: 5,031 shares 5,031 $1.55M 0.07% +571 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: 12,528 shares; 2024Q4: 12,113 shares; 2025Q1: 14,601 shares; 2025Q2: 15,151 shares; 2025Q3: 18,832 shares 18,832 $1.54M 0.07% +3,681 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: 3,481 shares; 2024Q4: 4,765 shares; 2025Q1: 6,102 shares; 2025Q2: 7,209 shares; 2025Q3: 7,880 shares 7,880 $1.54M 0.07% +671 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: 2,737 shares; 2024Q4: 4,500 shares; 2025Q1: 4,353 shares; 2025Q2: 4,438 shares; 2025Q3: 9,966 shares 9,966 $1.5M 0.07% +5,528 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: 13,090 shares; 2024Q4: 12,170 shares; 2025Q1: 12,980 shares; 2025Q2: 13,026 shares; 2025Q3: 13,187 shares 13,187 $1.48M 0.07% +161 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: 9,066 shares; 2024Q4: 8,754 shares; 2025Q1: 9,456 shares; 2025Q2: 10,160 shares; 2025Q3: 11,582 shares 11,582 $1.47M 0.07% +1,422 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: 2,521 shares; 2024Q4: 2,375 shares; 2025Q1: 2,156 shares; 2025Q2: 2,452 shares; 2025Q3: 2,429 shares 2,429 $1.46M 0.07% -23 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: 1,010 shares; 2024Q4: 1,062 shares; 2025Q1: 1,159 shares; 2025Q2: 1,161 shares; 2025Q3: 1,100 shares 1,100 $1.45M 0.07% -61 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: 51,376 shares; 2024Q4: 49,435 shares; 2025Q1: 47,425 shares; 2025Q2: 42,038 shares; 2025Q3: 40,665 shares 40,665 $1.44M 0.07% -1,373 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: 2,088 shares; 2024Q4: 2,093 shares; 2025Q1: 2,060 shares; 2025Q2: 2,077 shares; 2025Q3: 1,836 shares 1,836 $1.44M 0.07% -241 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: 2,697 shares; 2024Q4: 2,521 shares; 2025Q1: 3,112 shares; 2025Q2: 3,029 shares; 2025Q3: 2,870 shares 2,870 $1.43M 0.07% -159 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: 16,157 shares; 2024Q4: 14,238 shares; 2025Q1: 15,098 shares; 2025Q2: 11,141 shares; 2025Q3: 12,458 shares 12,458 $1.43M 0.07% +1,317 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: 3,469 shares; 2024Q4: 3,576 shares; 2025Q1: 4,538 shares; 2025Q2: 4,610 shares; 2025Q3: 4,605 shares 4,605 $1.43M 0.07% -5 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: 17,638 shares; 2024Q4: 16,446 shares; 2025Q1: 20,207 shares; 2025Q2: 18,947 shares; 2025Q3: 18,899 shares 18,899 $1.42M 0.07% -48 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: 1,851 shares; 2024Q4: 1,699 shares; 2025Q1: 1,959 shares; 2025Q2: 2,127 shares; 2025Q3: 2,245 shares 2,245 $1.42M 0.07% +118 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: 6,317 shares; 2024Q4: 6,446 shares; 2025Q1: 5,953 shares; 2025Q2: 5,411 shares; 2025Q3: 5,974 shares 5,974 $1.41M 0.07% +563 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,920 shares; 2025Q1: 4,466 shares; 2025Q2: 5,170 shares; 2025Q3: 6,522 shares 6,522 $1.4M 0.07% +1,352 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: 21,674 shares; 2024Q4: 21,744 shares; 2025Q1: 22,891 shares; 2025Q2: 23,265 shares; 2025Q3: 23,413 shares 23,413 $1.4M 0.06% +148 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,501 shares; 2024Q4: 14,132 shares; 2025Q1: 15,868 shares; 2025Q2: 22,047 shares; 2025Q3: 27,318 shares 27,318 $1.38M 0.06% +5,271 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: 2,442 shares; 2024Q4: 2,799 shares; 2025Q1: 3,280 shares; 2025Q2: 3,556 shares; 2025Q3: 4,042 shares 4,042 $1.36M 0.06% +486 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: 4,037 shares; 2024Q4: 3,845 shares; 2025Q1: 4,614 shares; 2025Q2: 4,301 shares; 2025Q3: 4,221 shares 4,221 $1.36M 0.06% -80 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: 19,541 shares; 2024Q4: 19,241 shares; 2025Q1: 20,029 shares; 2025Q2: 20,411 shares; 2025Q3: 17,305 shares 17,305 $1.36M 0.06% -3,106 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: 7,945 shares; 2024Q4: 8,262 shares; 2025Q1: 8,354 shares; 2025Q2: 9,233 shares; 2025Q3: 8,897 shares 8,897 $1.36M 0.06% -336 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: 21,261 shares; 2024Q4: 20,930 shares; 2025Q1: 22,560 shares; 2025Q2: 21,961 shares; 2025Q3: 23,371 shares 23,371 $1.33M 0.06% +1,410 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: 10,054 shares; 2024Q4: 12,281 shares; 2025Q1: 15,439 shares; 2025Q2: 18,547 shares; 2025Q3: 19,603 shares 19,603 $1.32M 0.06% +1,056 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: 16,097 shares; 2024Q4: 15,149 shares; 2025Q1: 16,514 shares; 2025Q2: 16,157 shares; 2025Q3: 16,027 shares 16,027 $1.32M 0.06% -130 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: 7,857 shares; 2024Q4: 8,135 shares; 2025Q1: 9,137 shares; 2025Q2: 9,788 shares; 2025Q3: 10,137 shares 10,137 $1.32M 0.06% +349 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: 21,796 shares; 2024Q4: 20,747 shares; 2025Q1: 23,567 shares; 2025Q2: 24,262 shares; 2025Q3: 29,025 shares 29,025 $1.29M 0.06% +4,763 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 4,836 shares; 2025Q1: 5,080 shares; 2025Q2: 4,821 shares; 2025Q3: 5,673 shares 5,673 $1.29M 0.06% +852 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: 7,928 shares; 2024Q4: 7,823 shares; 2025Q1: 8,697 shares; 2025Q2: 9,014 shares; 2025Q3: 9,583 shares 9,583 $1.28M 0.06% +569 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: 76,146 shares; 2024Q4: 64,085 shares; 2025Q1: 68,746 shares; 2025Q2: 82,105 shares; 2025Q3: 106,709 shares 106,709 $1.28M 0.06% +24,604 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: 48,999 shares; 2024Q4: 46,607 shares; 2025Q1: 46,636 shares; 2025Q2: 48,718 shares; 2025Q3: 44,579 shares 44,579 $1.26M 0.06% -4,139 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: 5,621 shares; 2024Q4: 5,145 shares; 2025Q1: 6,149 shares; 2025Q2: 7,160 shares; 2025Q3: 9,444 shares 9,444 $1.26M 0.06% +2,284 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: 3,983 shares; 2024Q4: 4,206 shares; 2025Q1: 4,399 shares; 2025Q2: 4,171 shares; 2025Q3: 4,563 shares 4,563 $1.24M 0.06% +392 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 17,090 shares; 2025Q1: 19,042 shares; 2025Q2: 19,614 shares; 2025Q3: 23,136 shares 23,136 $1.23M 0.06% +3,522 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,439 shares; 2025Q1: 4,271 shares; 2025Q2: 4,341 shares; 2025Q3: 4,108 shares 4,108 $1.22M 0.06% -233 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: 4,232 shares; 2024Q4: 5,131 shares; 2025Q1: 6,156 shares; 2025Q2: 6,681 shares; 2025Q3: 6,231 shares 6,231 $1.22M 0.06% -450 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: 15,032 shares; 2024Q4: 16,137 shares; 2025Q1: 15,764 shares; 2025Q2: 14,344 shares; 2025Q3: 14,393 shares 14,393 $1.21M 0.06% +49 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: 1,699 shares; 2024Q4: 2,170 shares; 2025Q1: 2,730 shares; 2025Q2: 3,363 shares; 2025Q3: 3,719 shares 3,719 $1.2M 0.06% +356 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: 6,881 shares; 2024Q4: 5,792 shares; 2025Q1: 6,470 shares; 2025Q2: 5,495 shares; 2025Q3: 7,058 shares 7,058 $1.2M 0.06% +1,563 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: 9,576 shares; 2024Q4: 9,407 shares; 2025Q1: 9,182 shares; 2025Q2: 9,176 shares; 2025Q3: 8,080 shares 8,080 $1.18M 0.05% -1,096 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,753 shares; 2024Q4: 43,173 shares; 2025Q1: 48,749 shares; 2025Q2: 51,939 shares; 2025Q3: 63,201 shares 63,201 $1.18M 0.05% +11,262 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: 34,842 shares; 2024Q4: 34,535 shares; 2025Q1: 39,323 shares; 2025Q2: 37,204 shares; 2025Q3: 34,288 shares 34,288 $1.18M 0.05% -2,916 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: 4,328 shares; 2024Q4: 4,531 shares; 2025Q1: 5,318 shares; 2025Q2: 4,950 shares; 2025Q3: 4,890 shares 4,890 $1.18M 0.05% -60 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: 12,110 shares; 2024Q4: 11,383 shares; 2025Q1: 11,304 shares; 2025Q2: 12,383 shares; 2025Q3: 12,998 shares 12,998 $1.17M 0.05% +615 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 11,746 shares; 2025Q1: 11,853 shares; 2025Q2: 11,220 shares; 2025Q3: 16,089 shares 16,089 $1.14M 0.05% +4,869 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,486 shares; 2025Q1: 2,267 shares; 2025Q2: 3,483 shares; 2025Q3: 3,545 shares 3,545 $1.14M 0.05% +62 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: 7,192 shares; 2024Q4: 6,890 shares; 2025Q1: 7,475 shares; 2025Q2: 7,898 shares; 2025Q3: 9,156 shares 9,156 $1.14M 0.05% +1,258 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: 26,981 shares; 2024Q4: 34,845 shares; 2025Q1: 36,727 shares; 2025Q2: 26,651 shares; 2025Q3: 25,163 shares 25,163 $1.13M 0.05% -1,488 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: 3,016 shares; 2024Q4: 2,952 shares; 2025Q1: 925 shares; 2025Q2: 1,222 shares; 2025Q3: 1,702 shares 1,702 $1.13M 0.05% +480 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: 13,053 shares; 2024Q4: 13,369 shares; 2025Q1: 14,702 shares; 2025Q2: 14,552 shares; 2025Q3: 13,449 shares 13,449 $1.13M 0.05% -1,103 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: 11,729 shares; 2024Q4: 11,375 shares; 2025Q1: 11,744 shares; 2025Q2: 10,647 shares; 2025Q3: 11,500 shares 11,500 $1.13M 0.05% +853 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: 1,949 shares; 2024Q4: 1,572 shares; 2025Q1: 1,483 shares; 2025Q2: 1,525 shares; 2025Q3: 1,769 shares 1,769 $1.13M 0.05% +244 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: 28,097 shares; 2024Q4: 28,385 shares; 2025Q1: 26,914 shares; 2025Q2: 26,008 shares; 2025Q3: 24,599 shares 24,599 $1.12M 0.05% -1,409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,235 shares; 2025Q3: 9,333 shares 9,333 $1.12M 0.05% +98 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,862 shares; 2025Q1: 5,396 shares; 2025Q2: 5,008 shares; 2025Q3: 4,965 shares 4,965 $1.12M 0.05% -43 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,187 shares; 2024Q4: 21,580 shares; 2025Q1: 18,799 shares; 2025Q2: 34,284 shares; 2025Q3: 60,637 shares 60,637 $1.11M 0.05% +26,353 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: 858 shares; 2024Q4: 1,114 shares; 2025Q1: 1,121 shares; 2025Q2: 3,689 shares; 2025Q3: 3,850 shares 3,850 $1.11M 0.05% +161 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: 5,082 shares; 2024Q4: 11,511 shares; 2025Q1: 12,766 shares; 2025Q2: 12,213 shares; 2025Q3: 11,892 shares 11,892 $1.11M 0.05% -321 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: 7,766 shares; 2024Q4: 8,247 shares; 2025Q1: 8,699 shares; 2025Q2: 8,768 shares; 2025Q3: 7,288 shares 7,288 $1.11M 0.05% -1,480 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: 9,814 shares; 2024Q4: 9,761 shares; 2025Q1: 9,628 shares; 2025Q2: 10,994 shares; 2025Q3: 10,900 shares 10,900 $1.1M 0.05% -94 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,063 shares; 2025Q3: 7,902 shares 7,902 $1.09M 0.05% +2,839 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: 22,361 shares; 2024Q4: 37,119 shares; 2025Q1: 29,962 shares; 2025Q2: 28,294 shares; 2025Q3: 62,505 shares 62,505 $1.08M 0.05% +34,211 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: 11,029 shares; 2024Q4: 12,498 shares; 2025Q1: 12,803 shares; 2025Q2: 12,120 shares; 2025Q3: 14,191 shares 14,191 $1.08M 0.05% +2,071 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,733 shares; 2025Q3: 46,587 shares 46,587 $1.08M 0.05% +854 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: 701 shares; 2024Q4: 685 shares; 2025Q1: 934 shares; 2025Q2: 1,161 shares; 2025Q3: 1,168 shares 1,168 $1.08M 0.05% +7 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: 4,250 shares; 2024Q4: 4,206 shares; 2025Q1: 5,210 shares; 2025Q2: 7,414 shares; 2025Q3: 7,640 shares 7,640 $1.06M 0.05% +226 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,603 shares; 2024Q4: 48,068 shares; 2025Q1: 45,757 shares; 2025Q2: 41,053 shares; 2025Q3: 45,612 shares 45,612 $1.06M 0.05% +4,559 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: 1,167 shares; 2024Q4: 1,110 shares; 2025Q1: 1,134 shares; 2025Q2: 1,167 shares; 2025Q3: 1,107 shares 1,107 $1.05M 0.05% -60 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: not reported; 2024Q4: not reported; 2025Q1: 4,908 shares; 2025Q2: 22,033 shares; 2025Q3: 22,698 shares 22,698 $1.05M 0.05% +665 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: 7,409 shares; 2024Q4: 7,304 shares; 2025Q1: 8,398 shares; 2025Q2: 10,671 shares; 2025Q3: 11,532 shares 11,532 $1.05M 0.05% +861 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: 11,925 shares; 2024Q4: 11,045 shares; 2025Q1: 13,441 shares; 2025Q2: 12,850 shares; 2025Q3: 14,292 shares 14,292 $1.05M 0.05% +1,442 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: 22,370 shares; 2024Q4: 20,215 shares; 2025Q1: 21,024 shares; 2025Q2: 23,947 shares; 2025Q3: 23,241 shares 23,241 $1.05M 0.05% -706 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: 6,593 shares; 2024Q4: 6,800 shares; 2025Q1: 6,668 shares; 2025Q2: 7,152 shares; 2025Q3: 6,027 shares 6,027 $1.04M 0.05% -1,125 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: 7,319 shares; 2024Q4: 7,044 shares; 2025Q1: 7,784 shares; 2025Q2: 8,032 shares; 2025Q3: 8,986 shares 8,986 $1.03M 0.05% +954 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 9,327 shares; 2025Q1: 10,440 shares; 2025Q2: 10,670 shares; 2025Q3: 10,554 shares 10,554 $1.02M 0.05% -116 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 21,514 shares; 2025Q1: 18,709 shares; 2025Q2: 26,413 shares; 2025Q3: 38,603 shares 38,603 $1.02M 0.05% +12,190 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: 4,358 shares; 2024Q4: 4,120 shares; 2025Q1: 4,449 shares; 2025Q2: 4,769 shares; 2025Q3: 4,343 shares 4,343 $997K 0.05% -426 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 5,819 shares; 2025Q1: 7,936 shares; 2025Q2: 7,871 shares; 2025Q3: 8,307 shares 8,307 $996K 0.05% +436 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: 2,152 shares; 2024Q4: 2,194 shares; 2025Q1: 2,739 shares; 2025Q2: 3,182 shares; 2025Q3: 3,828 shares 3,828 $989K 0.05% +646 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 3,916 shares; 2025Q1: 3,826 shares; 2025Q2: 3,715 shares; 2025Q3: 3,510 shares 3,510 $980K 0.05% -205 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: 3,069 shares; 2024Q4: 2,478 shares; 2025Q1: 2,168 shares; 2025Q2: 2,566 shares; 2025Q3: 3,177 shares 3,177 $970K 0.05% +611 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: 32,339 shares; 2024Q4: 32,067 shares; 2025Q1: 32,573 shares; 2025Q2: 26,362 shares; 2025Q3: 24,741 shares 24,741 $970K 0.05% -1,621 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: 6,349 shares; 2024Q4: 5,739 shares; 2025Q1: 5,661 shares; 2025Q2: 5,313 shares; 2025Q3: 5,150 shares 5,150 $968K 0.04% -163 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,428 shares; 2024Q4: 12,350 shares; 2025Q1: 14,417 shares; 2025Q2: 14,815 shares; 2025Q3: 14,356 shares 14,356 $963K 0.04% -459 Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,512 shares; 2025Q3: 25,654 shares 25,654 $958K 0.04% +19,142 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,239 shares; 2025Q1: 10,067 shares; 2025Q2: 7,691 shares; 2025Q3: 12,268 shares 12,268 $956K 0.04% +4,577 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 8,932 shares; 2025Q3: 9,200 shares 9,200 $951K 0.04% +268 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 690 shares; 2025Q1: 843 shares; 2025Q2: 1,836 shares; 2025Q3: 1,843 shares 1,843 $948K 0.04% +7 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: 3,032 shares; 2024Q4: 3,732 shares; 2025Q1: 3,216 shares; 2025Q2: 3,858 shares; 2025Q3: 4,712 shares 4,712 $931K 0.04% +854 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: 6,028 shares; 2024Q4: 5,918 shares; 2025Q1: 6,642 shares; 2025Q2: 6,184 shares; 2025Q3: 6,692 shares 6,692 $927K 0.04% +508 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,233 shares; 2025Q1: 2,822 shares; 2025Q2: 3,568 shares; 2025Q3: 3,915 shares 3,915 $920K 0.04% +347 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: 13,017 shares; 2024Q4: 15,114 shares; 2025Q1: 15,884 shares; 2025Q2: 16,267 shares; 2025Q3: 13,658 shares 13,658 $919K 0.04% -2,609 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 13,901 shares; 2025Q1: 14,061 shares; 2025Q2: 14,140 shares; 2025Q3: 14,632 shares 14,632 $895K 0.04% +492 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: 9,494 shares; 2024Q4: 9,284 shares; 2025Q1: 9,284 shares; 2025Q2: 8,954 shares; 2025Q3: 8,627 shares 8,627 $895K 0.04% -327 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,505 shares; 2025Q1: 3,438 shares; 2025Q2: 3,399 shares; 2025Q3: 3,196 shares 3,196 $887K 0.04% -203 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: 9,544 shares; 2024Q4: 11,725 shares; 2025Q1: 11,648 shares; 2025Q2: 12,470 shares; 2025Q3: 10,740 shares 10,740 $884K 0.04% -1,730 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: 7,666 shares; 2024Q4: 8,923 shares; 2025Q1: 10,375 shares; 2025Q2: 10,390 shares; 2025Q3: 13,051 shares 13,051 $880K 0.04% +2,661 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: 3,594 shares; 2024Q4: 3,542 shares; 2025Q1: 3,581 shares; 2025Q2: 3,611 shares; 2025Q3: 3,039 shares 3,039 $878K 0.04% -572 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: 12,100 shares; 2024Q4: 12,460 shares; 2025Q1: 12,324 shares; 2025Q2: 11,998 shares; 2025Q3: 13,012 shares 13,012 $873K 0.04% +1,014 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,723 shares; 2024Q4: 11,220 shares; 2025Q1: 10,996 shares; 2025Q2: 13,745 shares; 2025Q3: 14,253 shares 14,253 $866K 0.04% +508 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 21,721 shares; 2025Q1: 22,601 shares; 2025Q2: 24,545 shares; 2025Q3: 22,049 shares 22,049 $864K 0.04% -2,496 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: 4,016 shares; 2024Q4: 4,358 shares; 2025Q1: 4,788 shares; 2025Q2: 5,454 shares; 2025Q3: 5,501 shares 5,501 $863K 0.04% +47 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 906 shares; 2025Q1: 978 shares; 2025Q2: 1,125 shares; 2025Q3: 1,889 shares 1,889 $861K 0.04% +764 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: 5,581 shares; 2024Q4: 5,343 shares; 2025Q1: 5,345 shares; 2025Q2: 5,383 shares; 2025Q3: 5,985 shares 5,985 $846K 0.04% +602 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,511 shares; 2024Q4: 11,458 shares; 2025Q1: 13,414 shares; 2025Q2: 15,142 shares; 2025Q3: 12,418 shares 12,418 $840K 0.04% -2,724 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,045 shares; 2025Q1: 2,855 shares; 2025Q2: 7,782 shares; 2025Q3: 7,081 shares 7,081 $839K 0.04% -701 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: 6,254 shares; 2024Q4: 7,726 shares; 2025Q1: 11,077 shares; 2025Q2: 11,465 shares; 2025Q3: 8,620 shares 8,620 $832K 0.04% -2,845 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: 8,269 shares; 2024Q4: 8,838 shares; 2025Q1: 10,513 shares; 2025Q2: 9,922 shares; 2025Q3: 8,924 shares 8,924 $816K 0.04% -998 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: 4,648 shares; 2024Q4: 6,501 shares; 2025Q1: 7,929 shares; 2025Q2: 8,410 shares; 2025Q3: 8,106 shares 8,106 $814K 0.04% -304 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: 17,648 shares; 2024Q4: 18,784 shares; 2025Q1: 19,718 shares; 2025Q2: 19,388 shares; 2025Q3: 18,072 shares 18,072 $813K 0.04% -1,316 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: 7,451 shares; 2024Q4: 8,245 shares; 2025Q1: 8,609 shares; 2025Q2: 7,966 shares; 2025Q3: 6,137 shares 6,137 $788K 0.04% -1,829 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: 5,384 shares; 2024Q4: 5,642 shares; 2025Q1: 5,756 shares; 2025Q2: 5,900 shares; 2025Q3: 6,755 shares 6,755 $784K 0.04% +855 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: 10,158 shares; 2024Q4: 10,020 shares; 2025Q1: 9,715 shares; 2025Q2: 10,987 shares; 2025Q3: 9,370 shares 9,370 $783K 0.04% -1,617 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 940 shares; 2025Q1: 1,085 shares; 2025Q2: 1,416 shares; 2025Q3: 1,494 shares 1,494 $782K 0.04% +78 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: 7,545 shares; 2024Q4: 7,326 shares; 2025Q1: 7,908 shares; 2025Q2: 6,569 shares; 2025Q3: 6,418 shares 6,418 $779K 0.04% -151 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 5,529 shares; 2025Q1: 5,447 shares; 2025Q2: 5,143 shares; 2025Q3: 5,465 shares 5,465 $778K 0.04% +322 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: 3,712 shares; 2024Q4: 5,531 shares; 2025Q1: 13,315 shares; 2025Q2: 18,561 shares; 2025Q3: 9,474 shares 9,474 $777K 0.04% -9,087 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,202 shares; 2025Q1: 3,403 shares; 2025Q2: 5,904 shares; 2025Q3: 5,479 shares 5,479 $777K 0.04% -425 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: 4,381 shares; 2024Q4: 4,995 shares; 2025Q1: 4,796 shares; 2025Q2: 5,443 shares; 2025Q3: 5,871 shares 5,871 $776K 0.04% +428 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: 3,455 shares; 2024Q4: 3,461 shares; 2025Q1: 4,580 shares; 2025Q2: 4,717 shares; 2025Q3: 4,773 shares 4,773 $773K 0.04% +56 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: 11,085 shares; 2024Q4: 10,819 shares; 2025Q1: 10,767 shares; 2025Q2: 8,901 shares; 2025Q3: 8,506 shares 8,506 $763K 0.04% -395 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: 4,430 shares; 2024Q4: 5,325 shares; 2025Q1: 5,974 shares; 2025Q2: 6,327 shares; 2025Q3: 4,821 shares 4,821 $760K 0.04% -1,506 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: 2,715 shares; 2024Q4: 2,718 shares; 2025Q1: 2,486 shares; 2025Q2: 2,648 shares; 2025Q3: 3,188 shares 3,188 $759K 0.04% +540 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: 1,785 shares; 2024Q4: 1,642 shares; 2025Q1: 1,646 shares; 2025Q2: 1,587 shares; 2025Q3: 1,334 shares 1,334 $757K 0.04% -253 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.04% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,148 shares; 2025Q1: 3,180 shares; 2025Q2: 3,542 shares; 2025Q3: 2,994 shares 2,994 $753K 0.03% -548 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,497 shares; 2025Q3: 19,080 shares 19,080 $749K 0.03% -4,417 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,811 shares; 2025Q3: 5,126 shares 5,126 $746K 0.03% +315 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: 7,989 shares; 2024Q4: 7,179 shares; 2025Q1: 6,981 shares; 2025Q2: 5,697 shares; 2025Q3: 5,482 shares 5,482 $742K 0.03% -215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,978 shares; 2025Q3: 8,800 shares 8,800 $738K 0.03% -178 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: 1,171 shares; 2024Q4: 1,274 shares; 2025Q1: 1,343 shares; 2025Q2: 1,482 shares; 2025Q3: 1,132 shares 1,132 $735K 0.03% -350 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 15,290 shares; 2025Q1: 18,140 shares; 2025Q2: 21,585 shares; 2025Q3: 22,780 shares 22,780 $734K 0.03% +1,195 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: 19,172 shares; 2024Q4: 17,822 shares; 2025Q1: 20,945 shares; 2025Q2: 29,463 shares; 2025Q3: 29,588 shares 29,588 $727K 0.03% +125 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 19,311 shares; 2025Q1: 25,433 shares; 2025Q2: 35,715 shares; 2025Q3: 67,920 shares 67,920 $725K 0.03% +32,205 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: 1,884 shares; 2024Q4: 2,523 shares; 2025Q1: 2,544 shares; 2025Q2: 2,546 shares; 2025Q3: 5,811 shares 5,811 $717K 0.03% +3,265 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: 4,799 shares; 2024Q4: 4,210 shares; 2025Q1: 5,140 shares; 2025Q2: 4,821 shares; 2025Q3: 4,272 shares 4,272 $716K 0.03% -549 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,055 shares; 2025Q1: 1,445 shares; 2025Q2: 1,691 shares; 2025Q3: 1,655 shares 1,655 $712K 0.03% -36 Timeline LEN-B 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: 3,191 shares; 2024Q4: 3,282 shares; 2025Q1: 4,125 shares; 2025Q2: 4,650 shares; 2025Q3: 5,848 shares 5,848 $702K 0.03% +1,198 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: 7,049 shares; 2024Q4: 7,514 shares; 2025Q1: 7,852 shares; 2025Q2: 7,857 shares; 2025Q3: 8,662 shares 8,662 $699K 0.03% +805 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,203 shares; 2024Q4: 11,421 shares; 2025Q1: 13,579 shares; 2025Q2: 15,460 shares; 2025Q3: 16,444 shares 16,444 $698K 0.03% +984 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: 15,765 shares; 2024Q4: 14,098 shares; 2025Q1: 14,772 shares; 2025Q2: 13,623 shares; 2025Q3: 14,311 shares 14,311 $697K 0.03% +688 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: 1,955 shares; 2024Q4: 1,708 shares; 2025Q1: 1,498 shares; 2025Q2: 1,187 shares; 2025Q3: 1,229 shares 1,229 $691K 0.03% +42 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,461 shares; 2025Q1: 3,646 shares; 2025Q2: 3,827 shares; 2025Q3: 4,029 shares 4,029 $688K 0.03% +202 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,131 shares; 2024Q4: 20,631 shares; 2025Q1: 17,959 shares; 2025Q2: 16,249 shares; 2025Q3: 17,532 shares 17,532 $676K 0.03% +1,283 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,841 shares; 2024Q4: 7,008 shares; 2025Q1: 7,228 shares; 2025Q2: 7,154 shares; 2025Q3: 6,405 shares 6,405 $669K 0.03% -749 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: 3,233 shares; 2024Q4: 3,239 shares; 2025Q1: 3,065 shares; 2025Q2: 2,727 shares; 2025Q3: 3,554 shares 3,554 $665K 0.03% +827 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: 3,062 shares; 2024Q4: 2,942 shares; 2025Q1: 2,891 shares; 2025Q2: 3,218 shares; 2025Q3: 3,292 shares 3,292 $664K 0.03% +74 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: 11,330 shares; 2024Q4: 12,264 shares; 2025Q1: 14,164 shares; 2025Q2: 14,657 shares; 2025Q3: 9,085 shares 9,085 $663K 0.03% -5,572 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 7,119 shares; 2025Q1: 7,339 shares; 2025Q2: 7,942 shares; 2025Q3: 7,498 shares 7,498 $661K 0.03% -444 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: 5,483 shares; 2024Q4: 21,012 shares; 2025Q1: 19,488 shares; 2025Q2: 19,001 shares; 2025Q3: 20,638 shares 20,638 $659K 0.03% +1,637 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: 1,993 shares; 2024Q4: 2,538 shares; 2025Q1: 3,003 shares; 2025Q2: 3,509 shares; 2025Q3: 3,423 shares 3,423 $652K 0.03% -86 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: 5,048 shares; 2024Q4: 4,796 shares; 2025Q1: 5,422 shares; 2025Q2: 5,723 shares; 2025Q3: 6,985 shares 6,985 $652K 0.03% +1,262 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,380 shares; 2025Q1: 1,024 shares; 2025Q2: 815 shares; 2025Q3: 942 shares 942 $630K 0.03% +127 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 2,855 shares; 2025Q1: 2,649 shares; 2025Q2: 4,445 shares; 2025Q3: 5,976 shares 5,976 $628K 0.03% +1,531 Timeline SPYM 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: 3,536 shares; 2024Q4: 7,510 shares; 2025Q1: 5,820 shares; 2025Q2: 9,177 shares; 2025Q3: 7,999 shares 7,999 $627K 0.03% -1,178 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: 1,219 shares; 2024Q4: 1,200 shares; 2025Q1: 1,681 shares; 2025Q2: 2,114 shares; 2025Q3: 3,051 shares 3,051 $625K 0.03% +937 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 2,951 shares; 2025Q1: 4,355 shares; 2025Q2: 4,639 shares; 2025Q3: 4,490 shares 4,490 $618K 0.03% -149 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 2,095 shares; 2025Q3: 2,048 shares 2,048 $614K 0.03% -47 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,392 shares; 2025Q1: 1,610 shares; 2025Q2: 4,209 shares; 2025Q3: 4,374 shares 4,374 $613K 0.03% +165 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 1,623 shares 1,623 $612K 0.03% +686 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,547 shares; 2025Q1: 3,507 shares; 2025Q2: 3,875 shares; 2025Q3: 4,212 shares 4,212 $607K 0.03% +337 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 11,411 shares; 2025Q1: 12,406 shares; 2025Q2: 17,259 shares; 2025Q3: 17,078 shares 17,078 $603K 0.03% -181 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 4,993 shares; 2025Q1: 5,941 shares; 2025Q2: 5,364 shares; 2025Q3: 7,193 shares 7,193 $596K 0.03% +1,829 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,504 shares; 2024Q4: 23,530 shares; 2025Q1: 21,202 shares; 2025Q2: 18,355 shares; 2025Q3: 24,120 shares 24,120 $593K 0.03% +5,765 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 8,809 shares; 2025Q1: 8,738 shares; 2025Q2: 7,548 shares; 2025Q3: 7,628 shares 7,628 $593K 0.03% +80 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 16,549 shares; 2025Q1: 20,074 shares; 2025Q2: 20,925 shares; 2025Q3: 22,255 shares 22,255 $588K 0.03% +1,330 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: 15,088 shares; 2025Q1: 16,573 shares; 2025Q2: 16,671 shares; 2025Q3: 15,808 shares 15,808 $587K 0.03% -863 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 17,628 shares; 2025Q1: 26,200 shares; 2025Q2: 16,556 shares; 2025Q3: 17,467 shares 17,467 $583K 0.03% +911 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,767 shares; 2025Q1: 3,398 shares; 2025Q2: 3,892 shares; 2025Q3: 6,430 shares 6,430 $577K 0.03% +2,538 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,644 shares; 2025Q3: 16,496 shares 16,496 $570K 0.03% +7,852 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 789 shares 789 $566K 0.03% +217 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: 2,671 shares; 2024Q4: 2,257 shares; 2025Q1: 2,143 shares; 2025Q2: 2,358 shares; 2025Q3: 3,025 shares 3,025 $566K 0.03% +667 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,081 shares; 2024Q4: 17,236 shares; 2025Q1: 17,201 shares; 2025Q2: 17,308 shares; 2025Q3: 14,820 shares 14,820 $560K 0.03% -2,488 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,214 shares; 2025Q3: 4,515 shares 4,515 $559K 0.03% +301 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 5,167 shares; 2025Q1: 4,980 shares; 2025Q2: 4,952 shares; 2025Q3: 4,934 shares 4,934 $558K 0.03% -18 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,182 shares; 2024Q4: 12,224 shares; 2025Q1: 10,731 shares; 2025Q2: 9,727 shares; 2025Q3: 9,047 shares 9,047 $557K 0.03% -680 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: 2,070 shares; 2024Q4: 2,140 shares; 2025Q1: 2,890 shares; 2025Q2: 1,866 shares; 2025Q3: 1,884 shares 1,884 $553K 0.03% +18 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,189 shares; 2024Q4: 11,803 shares; 2025Q1: 10,213 shares; 2025Q2: 10,134 shares; 2025Q3: 9,426 shares 9,426 $552K 0.03% -708 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: 16,892 shares; 2024Q4: 17,348 shares; 2025Q1: 20,758 shares; 2025Q2: 26,304 shares; 2025Q3: 20,285 shares 20,285 $552K 0.03% -6,019 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 3,576 shares; 2025Q1: 5,245 shares; 2025Q2: 6,614 shares; 2025Q3: 6,499 shares 6,499 $552K 0.03% -115 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,838 shares; 2025Q3: 17,384 shares 17,384 $549K 0.03% +8,546 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,529 shares; 2025Q1: 11,331 shares; 2025Q2: 12,960 shares; 2025Q3: 13,758 shares 13,758 $549K 0.03% +798 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,817 shares; 2025Q1: 3,463 shares; 2025Q2: 3,140 shares; 2025Q3: 2,127 shares 2,127 $546K 0.03% -1,013 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 2,656 shares; 2025Q2: 2,079 shares; 2025Q3: 4,914 shares 4,914 $544K 0.03% +2,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,471 shares; 2025Q3: 6,658 shares 6,658 $544K 0.03% +2,187 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,528 shares; 2025Q3: 5,507 shares 5,507 $543K 0.03% -21 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,416 shares; 2025Q2: 3,987 shares; 2025Q3: 4,763 shares 4,763 $539K 0.03% +776 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,649 shares; 2025Q1: 2,194 shares; 2025Q2: 1,958 shares; 2025Q3: 1,639 shares 1,639 $538K 0.02% -319 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: 2,015 shares; 2024Q4: 1,877 shares; 2025Q1: 1,684 shares; 2025Q2: 1,804 shares; 2025Q3: 1,946 shares 1,946 $533K 0.02% +142 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 8,786 shares; 2025Q1: 8,140 shares; 2025Q2: 9,288 shares; 2025Q3: 6,809 shares 6,809 $530K 0.02% -2,479 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,086 shares; 2025Q1: 1,017 shares; 2025Q2: 1,186 shares; 2025Q3: 974 shares 974 $529K 0.02% -212 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares 4,555 $517K 0.02% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,246 shares; 2025Q2: 28,234 shares; 2025Q3: 39,121 shares 39,121 $511K 0.02% +10,887 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 3,367 shares; 2025Q1: 5,020 shares; 2025Q2: 5,060 shares; 2025Q3: 6,093 shares 6,093 $510K 0.02% +1,033 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,759 shares; 2025Q1: 16,412 shares; 2025Q2: 16,653 shares; 2025Q3: 23,297 shares 23,297 $509K 0.02% +6,644 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 6,381 shares; 2025Q1: 7,146 shares; 2025Q2: 7,493 shares; 2025Q3: 5,798 shares 5,798 $508K 0.02% -1,695 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,336 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,298 shares 1,298 $507K 0.02% -49 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,774 shares; 2025Q1: 7,967 shares; 2025Q2: 7,703 shares; 2025Q3: 7,700 shares 7,700 $504K 0.02% -3 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,639 shares; 2025Q1: 2,642 shares; 2025Q2: 2,771 shares; 2025Q3: 3,018 shares 3,018 $504K 0.02% +247 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: 1,369 shares; 2024Q4: 1,316 shares; 2025Q1: 1,726 shares; 2025Q2: 1,683 shares; 2025Q3: 1,764 shares 1,764 $497K 0.02% +81 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,808 shares; 2024Q4: 14,698 shares; 2025Q1: 15,091 shares; 2025Q2: 18,548 shares; 2025Q3: 19,053 shares 19,053 $496K 0.02% +505 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: 5,365 shares; 2024Q4: 5,831 shares; 2025Q1: 6,734 shares; 2025Q2: 5,938 shares; 2025Q3: 6,574 shares 6,574 $494K 0.02% +636 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 8,075 shares; 2025Q1: 8,199 shares; 2025Q2: 11,199 shares; 2025Q3: 10,437 shares 10,437 $493K 0.02% -762 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 4,074 shares 4,074 $492K 0.02% +470 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: 3,661 shares; 2024Q4: 3,604 shares; 2025Q1: 4,259 shares; 2025Q2: 5,295 shares; 2025Q3: 3,884 shares 3,884 $490K 0.02% -1,411 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,624 shares; 2025Q1: 5,953 shares; 2025Q2: 8,129 shares; 2025Q3: 9,594 shares 9,594 $487K 0.02% +1,465 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: 14,203 shares; 2024Q4: 11,538 shares; 2025Q1: 10,574 shares; 2025Q2: 9,617 shares; 2025Q3: 7,558 shares 7,558 $485K 0.02% -2,059 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: 1,076 shares; 2024Q4: 937 shares; 2025Q1: 933 shares; 2025Q2: 1,096 shares; 2025Q3: 1,018 shares 1,018 $477K 0.02% -78 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,340 shares; 2025Q3: 7,454 shares 7,454 $474K 0.02% +3,114 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: 1,738 shares; 2024Q4: 1,752 shares; 2025Q1: 1,602 shares; 2025Q2: 2,086 shares; 2025Q3: 2,178 shares 2,178 $473K 0.02% +92 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,651 shares; 2025Q1: 2,051 shares; 2025Q2: 1,546 shares; 2025Q3: 1,788 shares 1,788 $469K 0.02% +242 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 3,640 shares; 2025Q1: 3,664 shares; 2025Q2: 6,642 shares; 2025Q3: 6,089 shares 6,089 $469K 0.02% -553 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,515 shares; 2024Q4: 12,221 shares; 2025Q1: 10,716 shares; 2025Q2: 11,107 shares; 2025Q3: 7,042 shares 7,042 $464K 0.02% -4,065 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: 920 shares; 2024Q4: 1,023 shares; 2025Q1: 1,381 shares; 2025Q2: 1,305 shares; 2025Q3: 1,333 shares 1,333 $462K 0.02% +28 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,985 shares; 2025Q1: 2,094 shares; 2025Q2: 2,461 shares; 2025Q3: 3,333 shares 3,333 $460K 0.02% +872 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 8,867 shares; 2025Q1: 9,371 shares; 2025Q2: 8,500 shares; 2025Q3: 8,088 shares 8,088 $460K 0.02% -412 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: 2,275 shares; 2024Q4: 2,450 shares; 2025Q1: 2,313 shares; 2025Q2: 1,687 shares; 2025Q3: 1,315 shares 1,315 $460K 0.02% -372 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: 4,163 shares; 2024Q4: 4,258 shares; 2025Q1: 4,059 shares; 2025Q2: 5,542 shares; 2025Q3: 5,173 shares 5,173 $458K 0.02% -369 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 2,586 shares; 2025Q1: 2,761 shares; 2025Q2: 2,581 shares; 2025Q3: 3,194 shares 3,194 $457K 0.02% +613 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: 2,955 shares; 2024Q4: 3,543 shares; 2025Q1: 3,920 shares; 2025Q2: 3,006 shares; 2025Q3: 2,585 shares 2,585 $452K 0.02% -421 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 5,937 shares; 2025Q1: 6,744 shares; 2025Q2: 7,847 shares; 2025Q3: 8,229 shares 8,229 $448K 0.02% +382 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: 1,780 shares; 2024Q4: 1,608 shares; 2025Q1: 1,575 shares; 2025Q2: 1,239 shares; 2025Q3: 1,221 shares 1,221 $446K 0.02% -18 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,569 shares; 2025Q1: 1,897 shares; 2025Q2: 1,901 shares; 2025Q3: 1,586 shares 1,586 $443K 0.02% -315 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,644 shares; 2025Q3: 6,770 shares 6,770 $443K 0.02% +126 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 10,902 shares; 2025Q1: 10,859 shares; 2025Q2: 10,941 shares; 2025Q3: 10,861 shares 10,861 $440K 0.02% -80 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 6,501 shares; 2025Q1: 5,734 shares; 2025Q2: 5,711 shares; 2025Q3: 5,928 shares 5,928 $433K 0.02% +217 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,286 shares; 2025Q3: 7,264 shares 7,264 $422K 0.02% -22 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: 3,147 shares; 2024Q4: 3,042 shares; 2025Q1: 3,229 shares; 2025Q2: 3,710 shares; 2025Q3: 4,113 shares 4,113 $419K 0.02% +403 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: 1,940 shares; 2024Q4: 1,999 shares; 2025Q1: 2,019 shares; 2025Q2: 1,867 shares; 2025Q3: 1,590 shares 1,590 $418K 0.02% -277 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 7,277 shares; 2025Q1: 8,101 shares; 2025Q2: 6,360 shares; 2025Q3: 5,858 shares 5,858 $417K 0.02% -502 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 905 shares; 2025Q3: 893 shares 893 $414K 0.02% -12 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,886 shares; 2025Q1: 2,143 shares; 2025Q2: 1,978 shares; 2025Q3: 2,019 shares 2,019 $410K 0.02% +41 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,470 shares 3,470 $409K 0.02% new Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 9,611 shares; 2025Q1: 10,300 shares; 2025Q2: 12,883 shares; 2025Q3: 6,150 shares 6,150 $408K 0.02% -6,733 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 12,076 shares; 2025Q1: 9,347 shares; 2025Q2: 6,920 shares; 2025Q3: 6,422 shares 6,422 $405K 0.02% -498 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,386 shares; 2025Q3: 14,220 shares 14,220 $404K 0.02% -166 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,896 shares; 2025Q1: 2,443 shares; 2025Q2: 2,261 shares; 2025Q3: 1,787 shares 1,787 $401K 0.02% -474 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,692 shares; 2024Q4: 20,685 shares; 2025Q1: 18,206 shares; 2025Q2: 37,568 shares; 2025Q3: 40,190 shares 40,190 $398K 0.02% +2,622 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 1,566 shares 1,566 $398K 0.02% +670 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: 1,620 shares; 2024Q4: 1,583 shares; 2025Q1: 1,634 shares; 2025Q2: 1,577 shares; 2025Q3: 1,610 shares 1,610 $396K 0.02% +33 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,717 shares; 2025Q3: 3,769 shares 3,769 $393K 0.02% +52 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,240 shares; 2025Q3: 2,371 shares 2,371 $392K 0.02% -869 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,606 shares; 2025Q1: 4,007 shares; 2025Q2: 4,616 shares; 2025Q3: 5,092 shares 5,092 $390K 0.02% +476 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 564 shares; 2025Q1: 569 shares; 2025Q2: 531 shares; 2025Q3: 403 shares 403 $390K 0.02% -128 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 3,150 shares; 2025Q2: 3,353 shares; 2025Q3: 3,656 shares 3,656 $389K 0.02% +303 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: 1,538 shares; 2024Q4: 1,739 shares; 2025Q1: 1,694 shares; 2025Q2: 1,688 shares; 2025Q3: 1,279 shares 1,279 $383K 0.02% -409 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 7,004 shares; 2025Q1: 8,243 shares; 2025Q2: 7,914 shares; 2025Q3: 8,275 shares 8,275 $383K 0.02% +361 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 3,203 shares; 2025Q1: 3,336 shares; 2025Q2: 3,507 shares; 2025Q3: 4,037 shares 4,037 $379K 0.02% +530 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,794 shares 11,794 $367K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 2,618 shares; 2025Q1: 2,507 shares; 2025Q2: 1,743 shares; 2025Q3: 1,802 shares 1,802 $367K 0.02% +59 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: 1,270 shares; 2024Q4: 1,049 shares; 2025Q1: 1,198 shares; 2025Q2: 1,356 shares; 2025Q3: 1,480 shares 1,480 $366K 0.02% +124 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,092 shares; 2025Q2: 1,399 shares; 2025Q3: 1,570 shares 1,570 $361K 0.02% +171 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,401 shares; 2025Q3: 7,483 shares 7,483 $360K 0.02% +2,082 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,656 shares; 2025Q1: 2,049 shares; 2025Q2: 2,143 shares; 2025Q3: 2,069 shares 2,069 $357K 0.02% -74 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,328 shares; 2025Q1: 4,319 shares; 2025Q2: 4,239 shares; 2025Q3: 5,066 shares 5,066 $357K 0.02% +827 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,648 shares; 2025Q2: 2,080 shares; 2025Q3: 2,176 shares 2,176 $356K 0.02% +96 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,642 shares; 2025Q1: 6,542 shares; 2025Q2: 5,888 shares; 2025Q3: 6,273 shares 6,273 $355K 0.02% +385 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: 3,291 shares; 2024Q4: not reported; 2025Q1: 3,187 shares; 2025Q2: 3,799 shares; 2025Q3: 4,813 shares 4,813 $353K 0.02% +1,014 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,900 shares; 2025Q1: 7,423 shares; 2025Q2: 7,967 shares; 2025Q3: 7,695 shares 7,695 $353K 0.02% -272 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,009 shares; 2025Q2: 3,241 shares; 2025Q3: 3,798 shares 3,798 $351K 0.02% +557 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 528 shares; 2025Q2: 687 shares; 2025Q3: 613 shares 613 $347K 0.02% -74 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 4,752 shares; 2025Q1: 4,886 shares; 2025Q2: 2,656 shares; 2025Q3: 2,191 shares 2,191 $346K 0.02% -465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 419 shares 419 $346K 0.02% -49 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: not reported; 2024Q4: 1,772 shares; 2025Q1: 2,581 shares; 2025Q2: 2,762 shares; 2025Q3: 2,158 shares 2,158 $345K 0.02% -604 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,792 shares; 2025Q2: 22,967 shares; 2025Q3: 43,180 shares 43,180 $345K 0.02% +20,213 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: 363 shares; 2024Q4: 355 shares; 2025Q1: 371 shares; 2025Q2: 291 shares; 2025Q3: 278 shares 278 $341K 0.02% -13 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,439 shares 2,439 $341K 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 22,381 shares; 2025Q1: 26,210 shares; 2025Q2: 29,243 shares; 2025Q3: 20,897 shares 20,897 $339K 0.02% -8,346 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,783 shares; 2024Q4: 16,843 shares; 2025Q1: 15,293 shares; 2025Q2: 24,161 shares; 2025Q3: 25,715 shares 25,715 $339K 0.02% +1,554 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,993 shares; 2024Q4: 15,901 shares; 2025Q1: 15,421 shares; 2025Q2: 17,828 shares; 2025Q3: 17,423 shares 17,423 $339K 0.02% -405 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: 466 shares; 2024Q4: 455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares 562 $335K 0.02% new 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: 4,220 shares; 2024Q4: 3,917 shares; 2025Q1: 3,669 shares; 2025Q2: 2,038 shares; 2025Q3: 1,757 shares 1,757 $334K 0.02% -281 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,674 shares; 2025Q1: 2,163 shares; 2025Q2: 1,886 shares; 2025Q3: 1,882 shares 1,882 $334K 0.02% -4 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 707 shares; 2025Q1: 937 shares; 2025Q2: 879 shares; 2025Q3: 713 shares 713 $334K 0.02% -166 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,060 shares; 2025Q1: 5,026 shares; 2025Q2: 5,147 shares; 2025Q3: 5,577 shares 5,577 $333K 0.02% +430 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,874 shares 1,874 $327K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 4,070 shares; 2025Q1: 3,606 shares; 2025Q2: not reported; 2025Q3: 9,117 shares 9,117 $325K 0.02% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,216 shares; 2025Q1: 1,375 shares; 2025Q2: 1,715 shares; 2025Q3: 1,501 shares 1,501 $325K 0.02% -214 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 857 shares; 2025Q3: 1,005 shares 1,005 $325K 0.02% +148 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,756 shares; 2025Q3: 2,990 shares 2,990 $322K 0.01% +234 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,878 shares; 2025Q1: 3,284 shares; 2025Q2: 3,181 shares; 2025Q3: 2,389 shares 2,389 $322K 0.01% -792 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,377 shares; 2025Q3: 4,649 shares 4,649 $320K 0.01% +272 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 298 shares; 2025Q1: 331 shares; 2025Q2: 322 shares; 2025Q3: 213 shares 213 $319K 0.01% -109 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 4,026 shares; 2025Q1: 4,228 shares; 2025Q2: 4,060 shares; 2025Q3: 4,758 shares 4,758 $318K 0.01% +698 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,931 shares; 2025Q3: 6,916 shares 6,916 $317K 0.01% -15 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 1,124 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares 1,085 $311K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 652 shares; 2025Q1: 775 shares; 2025Q2: 766 shares; 2025Q3: 900 shares 900 $311K 0.01% +134 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,343 shares; 2025Q1: 2,290 shares; 2025Q2: 2,310 shares; 2025Q3: 2,375 shares 2,375 $310K 0.01% +65 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,208 shares 1,208 $310K 0.01% new 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: 5,144 shares; 2024Q4: 5,502 shares; 2025Q1: 5,026 shares; 2025Q2: 4,705 shares; 2025Q3: 3,745 shares 3,745 $309K 0.01% -960 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares 1,580 $309K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares 2,122 $309K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,493 shares; 2025Q1: 8,362 shares; 2025Q2: 8,159 shares; 2025Q3: 7,837 shares 7,837 $304K 0.01% -322 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,309 shares; 2025Q3: 3,960 shares 3,960 $303K 0.01% -349 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: not reported; 2025Q1: 1,305 shares; 2025Q2: 1,753 shares; 2025Q3: 1,511 shares 1,511 $303K 0.01% -242 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,303 shares; 2025Q1: 2,960 shares; 2025Q2: 4,864 shares; 2025Q3: 3,440 shares 3,440 $302K 0.01% -1,424 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 2,707 shares; 2025Q1: 2,667 shares; 2025Q2: 2,037 shares; 2025Q3: 1,889 shares 1,889 $301K 0.01% -148 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 14,235 shares; 2025Q1: 16,212 shares; 2025Q2: 21,525 shares; 2025Q3: 11,791 shares 11,791 $301K 0.01% -9,734 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 9,892 shares; 2025Q1: 8,831 shares; 2025Q2: 6,480 shares; 2025Q3: 6,740 shares 6,740 $300K 0.01% +260 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 8,442 shares; 2025Q1: 9,047 shares; 2025Q2: 9,186 shares; 2025Q3: 8,988 shares 8,988 $299K 0.01% -198 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: 1,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,011 shares; 2025Q3: 2,015 shares 2,015 $297K 0.01% +4 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,347 shares 1,347 $297K 0.01% +10 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: 2,729 shares; 2024Q4: 2,615 shares; 2025Q1: 2,647 shares; 2025Q2: 2,671 shares; 2025Q3: 2,766 shares 2,766 $295K 0.01% +95 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,851 shares; 2025Q1: 7,214 shares; 2025Q2: 6,041 shares; 2025Q3: 6,276 shares 6,276 $291K 0.01% +235 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 928 shares 928 $291K 0.01% +33 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 2,255 shares; 2025Q1: 2,389 shares; 2025Q2: 2,563 shares; 2025Q3: 1,787 shares 1,787 $291K 0.01% -776 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,898 shares; 2025Q1: 4,436 shares; 2025Q2: 4,206 shares; 2025Q3: 3,553 shares 3,553 $290K 0.01% -653 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: 3,691 shares; 2024Q4: 4,199 shares; 2025Q1: 2,648 shares; 2025Q2: 2,585 shares; 2025Q3: 2,035 shares 2,035 $289K 0.01% -550 Timeline