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: 157,903 shares; 2024Q4: 163,486 shares; 2025Q1: 150,079 shares; 2025Q2: 148,762 shares; 2025Q3: 147,930 shares 147,930 $90.6M 11.94% -832 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,208 shares; 2024Q4: 216,279 shares; 2025Q1: 361,697 shares; 2025Q2: 677,265 shares; 2025Q3: 785,903 shares 785,903 $79.1M 10.43% +108,638 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,555 shares; 2024Q4: 263,483 shares; 2025Q1: 266,297 shares; 2025Q2: 274,684 shares; 2025Q3: 277,302 shares 277,302 $59.8M 7.88% +2,618 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,073 shares; 2024Q4: 355,779 shares; 2025Q1: 412,349 shares; 2025Q2: 975,753 shares; 2025Q3: 1,118,541 shares 1,118,541 $56.8M 7.48% +142,788 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 354,039 shares; 2025Q3: 400,210 shares 400,210 $40.2M 5.3% +46,171 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: 123,077 shares; 2024Q4: 157,358 shares; 2025Q1: 133,829 shares; 2025Q2: 139,242 shares; 2025Q3: 144,332 shares 144,332 $36.8M 4.84% +5,090 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: 1,536 shares; 2024Q4: 1,544 shares; 2025Q1: not reported; 2025Q2: 181,897 shares; 2025Q3: 176,161 shares 176,161 $35.9M 4.73% -5,736 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292,391 shares 1,292,391 $34.2M 4.51% new 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: 145,405 shares; 2024Q4: 150,627 shares; 2025Q1: 171,064 shares; 2025Q2: 308,525 shares; 2025Q3: 333,982 shares 333,982 $20M 2.64% +25,457 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: 87,404 shares; 2024Q4: 94,628 shares; 2025Q1: 96,444 shares; 2025Q2: 105,901 shares; 2025Q3: 105,030 shares 105,030 $19.6M 2.58% -871 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: 52,655 shares; 2024Q4: 52,529 shares; 2025Q1: 52,617 shares; 2025Q2: 52,652 shares; 2025Q3: 51,324 shares 51,324 $16.8M 2.22% -1,328 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: 45,112 shares; 2024Q4: 46,314 shares; 2025Q1: 43,004 shares; 2025Q2: 33,245 shares; 2025Q3: 35,108 shares 35,108 $16.4M 2.17% +1,863 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: 22,633 shares; 2024Q4: 24,671 shares; 2025Q1: 22,797 shares; 2025Q2: 25,620 shares; 2025Q3: 26,662 shares 26,662 $13.8M 1.82% +1,042 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,434 shares; 2024Q4: 256,227 shares; 2025Q1: 226,184 shares; 2025Q2: 184,102 shares; 2025Q3: 190,205 shares 190,205 $9.3M 1.23% +6,103 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,493 shares; 2025Q2: 387,576 shares; 2025Q3: 375,341 shares 375,341 $8.9M 1.17% -12,235 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: 31,296 shares; 2024Q4: 33,210 shares; 2025Q1: 33,472 shares; 2025Q2: 35,606 shares; 2025Q3: 39,037 shares 39,037 $8.57M 1.13% +3,431 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,777 shares; 2024Q4: 223,896 shares; 2025Q1: 164,841 shares; 2025Q2: 87,216 shares; 2025Q3: 80,047 shares 80,047 $7.97M 1.05% -7,169 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: 24,604 shares; 2024Q4: 29,591 shares; 2025Q1: 27,879 shares; 2025Q2: 26,795 shares; 2025Q3: 28,038 shares 28,038 $6.82M 0.9% +1,243 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,714 shares; 2024Q4: 106,726 shares; 2025Q1: 149,255 shares; 2025Q2: 184,244 shares; 2025Q3: 149,625 shares 149,625 $6.75M 0.89% -34,619 Timeline HDV 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: 48,014 shares; 2024Q4: 50,372 shares; 2025Q1: 50,800 shares; 2025Q2: 53,952 shares; 2025Q3: 54,593 shares 54,593 $6.68M 0.88% +641 Timeline SPMD 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: 74,616 shares; 2024Q4: 77,171 shares; 2025Q1: 118,452 shares; 2025Q2: 102,248 shares; 2025Q3: 110,080 shares 110,080 $6.3M 0.83% +7,832 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,347 shares; 2025Q3: 97,789 shares 97,789 $5.13M 0.68% -558 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: 5,374 shares; 2024Q4: 5,577 shares; 2025Q1: 5,953 shares; 2025Q2: 6,506 shares; 2025Q3: 6,923 shares 6,923 $5.08M 0.67% +417 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: 14,474 shares; 2024Q4: 15,015 shares; 2025Q1: 15,015 shares; 2025Q2: 15,376 shares; 2025Q3: 15,587 shares 15,587 $4.92M 0.65% +211 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,708 shares; 2024Q4: 24,906 shares; 2025Q1: 28,482 shares; 2025Q2: 29,140 shares; 2025Q3: 29,663 shares 29,663 $4.18M 0.55% +523 Timeline SPTM 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: 43,290 shares; 2024Q4: 43,838 shares; 2025Q1: 44,228 shares; 2025Q2: 45,777 shares; 2025Q3: 49,297 shares 49,297 $3.98M 0.52% +3,520 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,165 shares; 2024Q4: 136,459 shares; 2025Q1: 103,876 shares; 2025Q2: 75,296 shares; 2025Q3: 78,946 shares 78,946 $3.66M 0.48% +3,650 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: 6,433 shares; 2024Q4: 6,954 shares; 2025Q1: 7,441 shares; 2025Q2: 7,405 shares; 2025Q3: 7,423 shares 7,423 $3.56M 0.47% +18 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: 4,837 shares; 2024Q4: 5,527 shares; 2025Q1: 4,972 shares; 2025Q2: 6,374 shares; 2025Q3: 6,694 shares 6,694 $2.98M 0.39% +320 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,048 shares; 2024Q4: 19,121 shares; 2025Q1: 12,347 shares; 2025Q2: 11,927 shares; 2025Q3: 11,975 shares 11,975 $2.75M 0.36% +48 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 12,306 shares; 2025Q1: 14,023 shares; 2025Q2: 13,831 shares; 2025Q3: 13,670 shares 13,670 $2.59M 0.34% -161 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: 4,852 shares; 2024Q4: 5,097 shares; 2025Q1: 5,545 shares; 2025Q2: 4,959 shares; 2025Q3: 4,994 shares 4,994 $2.51M 0.33% +35 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: 6,170 shares; 2024Q4: 6,247 shares; 2025Q1: 6,401 shares; 2025Q2: 6,841 shares; 2025Q3: 7,309 shares 7,309 $2.41M 0.32% +468 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,497 shares; 2025Q1: 3,571 shares; 2025Q2: 3,481 shares; 2025Q3: 3,090 shares 3,090 $2.36M 0.31% -391 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: 2,599 shares; 2024Q4: 2,594 shares; 2025Q1: 2,598 shares; 2025Q2: 3,080 shares; 2025Q3: 3,380 shares 3,380 $2.26M 0.3% +300 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: 20,694 shares; 2024Q4: 20,866 shares; 2025Q1: 19,825 shares; 2025Q2: 20,537 shares; 2025Q3: 21,666 shares 21,666 $2.23M 0.29% +1,129 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 9,292 shares; 2025Q1: 9,264 shares; 2025Q2: 9,125 shares; 2025Q3: 9,111 shares 9,111 $2.22M 0.29% -14 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,473 shares; 2025Q1: 6,977 shares; 2025Q2: 7,404 shares; 2025Q3: 7,819 shares 7,819 $2.21M 0.29% +415 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: 51,548 shares; 2024Q4: 51,575 shares; 2025Q1: 51,646 shares; 2025Q2: 47,312 shares; 2025Q3: 52,164 shares 52,164 $2.01M 0.27% +4,852 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: not reported; 2024Q4: not reported; 2025Q1: 10,669 shares; 2025Q2: 11,121 shares; 2025Q3: 11,645 shares 11,645 $1.95M 0.26% +524 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,722 shares; 2025Q1: 2,026 shares; 2025Q2: 2,128 shares; 2025Q3: 2,080 shares 2,080 $1.93M 0.25% -48 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: 12,156 shares; 2024Q4: 18,635 shares; 2025Q1: 19,661 shares; 2025Q2: 21,631 shares; 2025Q3: 22,849 shares 22,849 $1.92M 0.25% +1,218 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: 3,618 shares; 2024Q4: 4,869 shares; 2025Q1: 5,194 shares; 2025Q2: 5,642 shares; 2025Q3: 6,286 shares 6,286 $1.89M 0.25% +644 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: 6,027 shares; 2024Q4: 7,076 shares; 2025Q1: 6,644 shares; 2025Q2: 6,572 shares; 2025Q3: 5,223 shares 5,223 $1.78M 0.23% -1,349 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: 5,705 shares; 2024Q4: 6,187 shares; 2025Q1: 6,806 shares; 2025Q2: 7,051 shares; 2025Q3: 7,687 shares 7,687 $1.78M 0.23% +636 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: 9,999 shares; 2024Q4: 9,274 shares; 2025Q1: 10,795 shares; 2025Q2: 10,177 shares; 2025Q3: 15,015 shares 15,015 $1.69M 0.22% +4,838 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,741 shares; 2025Q1: 5,768 shares; 2025Q2: 5,341 shares; 2025Q3: 5,463 shares 5,463 $1.6M 0.21% +122 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 30,932 shares 30,932 $1.58M 0.21% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,057 shares; 2025Q1: 3,160 shares; 2025Q2: 5,335 shares; 2025Q3: 5,378 shares 5,378 $1.5M 0.2% +43 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: 1,931 shares; 2024Q4: 2,056 shares; 2025Q1: 2,209 shares; 2025Q2: 2,437 shares; 2025Q3: 2,573 shares 2,573 $1.46M 0.19% +136 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: 3,266 shares; 2024Q4: 3,529 shares; 2025Q1: 3,467 shares; 2025Q2: 3,451 shares; 2025Q3: 3,600 shares 3,600 $1.46M 0.19% +149 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: 25,271 shares; 2024Q4: 25,789 shares; 2025Q1: 24,321 shares; 2025Q2: 23,691 shares; 2025Q3: 27,175 shares 27,175 $1.4M 0.18% +3,484 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: 9,128 shares; 2024Q4: 9,485 shares; 2025Q1: 9,114 shares; 2025Q2: 9,231 shares; 2025Q3: 8,985 shares 8,985 $1.38M 0.18% -246 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,626 shares 5,626 $1.37M 0.18% +3 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: 2,694 shares; 2024Q4: 3,601 shares; 2025Q1: 4,513 shares; 2025Q2: 4,776 shares; 2025Q3: 4,858 shares 4,858 $1.37M 0.18% +82 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: 2,985 shares; 2024Q4: 5,158 shares; 2025Q1: 6,451 shares; 2025Q2: 6,868 shares; 2025Q3: 8,231 shares 8,231 $1.37M 0.18% +1,363 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 25,488 shares 25,488 $1.35M 0.18% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 3,142 shares; 2025Q1: 3,546 shares; 2025Q2: 3,698 shares; 2025Q3: 3,645 shares 3,645 $1.21M 0.16% -53 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: 7,021 shares; 2024Q4: 5,451 shares; 2025Q1: 5,994 shares; 2025Q2: 5,588 shares; 2025Q3: 6,229 shares 6,229 $1.15M 0.15% +641 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: 635 shares; 2024Q4: 619 shares; 2025Q1: 677 shares; 2025Q2: 855 shares; 2025Q3: 958 shares 958 $1.15M 0.15% +103 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,863 shares; 2025Q1: 1,873 shares; 2025Q2: 1,722 shares; 2025Q3: 1,669 shares 1,669 $1.14M 0.15% -53 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: 463 shares; 2024Q4: 583 shares; 2025Q1: 570 shares; 2025Q2: 547 shares; 2025Q3: 1,111 shares 1,111 $1.08M 0.14% +564 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,740 shares; 2025Q1: 5,362 shares; 2025Q2: 5,309 shares; 2025Q3: 5,876 shares 5,876 $1.07M 0.14% +567 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: 7,158 shares; 2024Q4: 7,324 shares; 2025Q1: 7,690 shares; 2025Q2: 8,111 shares; 2025Q3: 8,230 shares 8,230 $1.02M 0.13% +119 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: not reported; 2024Q4: 6,751 shares; 2025Q1: 9,214 shares; 2025Q2: 9,841 shares; 2025Q3: 10,625 shares 10,625 $1.01M 0.13% +784 Timeline FPE 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: not reported; 2024Q4: not reported; 2025Q1: 61,152 shares; 2025Q2: 57,001 shares; 2025Q3: 54,795 shares 54,795 $999K 0.13% -2,206 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: 2,533 shares; 2024Q4: 2,588 shares; 2025Q1: 2,969 shares; 2025Q2: 3,194 shares; 2025Q3: 3,219 shares 3,219 $978K 0.13% +25 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: not reported; 2024Q4: 1,750 shares; 2025Q1: 2,387 shares; 2025Q2: 2,838 shares; 2025Q3: 3,435 shares 3,435 $970K 0.13% +597 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 2,005 shares; 2025Q1: 3,101 shares; 2025Q2: 5,083 shares; 2025Q3: 5,136 shares 5,136 $958K 0.13% +53 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: 11,898 shares; 2024Q4: 11,934 shares; 2025Q1: 12,464 shares; 2025Q2: 13,713 shares; 2025Q3: 14,401 shares 14,401 $955K 0.13% +688 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: 1,507 shares; 2024Q4: 2,074 shares; 2025Q1: 2,066 shares; 2025Q2: 2,773 shares; 2025Q3: 3,381 shares 3,381 $951K 0.13% +608 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: 23,637 shares; 2024Q4: 25,129 shares; 2025Q1: 31,116 shares; 2025Q2: 35,862 shares; 2025Q3: 33,602 shares 33,602 $949K 0.13% -2,260 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: 1,459 shares; 2024Q4: 1,374 shares; 2025Q1: 1,201 shares; 2025Q2: 1,058 shares; 2025Q3: 1,022 shares 1,022 $941K 0.12% -36 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: 8,923 shares; 2024Q4: 10,864 shares; 2025Q1: 14,192 shares; 2025Q2: 15,869 shares; 2025Q3: 15,441 shares 15,441 $922K 0.12% -428 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: 3,038 shares; 2024Q4: 3,071 shares; 2025Q1: 2,709 shares; 2025Q2: 3,433 shares; 2025Q3: 3,425 shares 3,425 $871K 0.11% -8 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: 4,469 shares; 2024Q4: 4,616 shares; 2025Q1: 4,715 shares; 2025Q2: 5,131 shares; 2025Q3: 5,325 shares 5,325 $864K 0.11% +194 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: 2,610 shares; 2024Q4: 3,013 shares; 2025Q1: 2,878 shares; 2025Q2: 2,777 shares; 2025Q3: 2,778 shares 2,778 $860K 0.11% +1 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: 3,248 shares; 2024Q4: 3,952 shares; 2025Q1: 4,141 shares; 2025Q2: 3,767 shares; 2025Q3: 5,424 shares 5,424 $842K 0.11% +1,657 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: 10,792 shares; 2024Q4: 10,788 shares; 2025Q1: 10,169 shares; 2025Q2: 10,576 shares; 2025Q3: 12,132 shares 12,132 $830K 0.11% +1,556 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: not reported; 2024Q4: 4,135 shares; 2025Q1: 6,055 shares; 2025Q2: 6,570 shares; 2025Q3: 6,932 shares 6,932 $821K 0.11% +362 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: 8,205 shares; 2024Q4: 8,816 shares; 2025Q1: 8,159 shares; 2025Q2: 7,738 shares; 2025Q3: 6,207 shares 6,207 $807K 0.11% -1,531 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: 6,619 shares; 2024Q4: 7,306 shares; 2025Q1: 7,543 shares; 2025Q2: 6,717 shares; 2025Q3: 6,958 shares 6,958 $797K 0.1% +241 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: 2,931 shares; 2024Q4: 2,141 shares; 2025Q1: 2,708 shares; 2025Q2: 3,580 shares; 2025Q3: 3,870 shares 3,870 $776K 0.1% +290 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,064 shares; 2025Q1: 26,109 shares; 2025Q2: 25,429 shares; 2025Q3: 27,011 shares 27,011 $767K 0.1% +1,582 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: 2,503 shares; 2024Q4: 2,324 shares; 2025Q1: 1,792 shares; 2025Q2: 1,693 shares; 2025Q3: 2,208 shares 2,208 $762K 0.1% +515 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: 10,386 shares; 2024Q4: 10,663 shares; 2025Q1: 9,576 shares; 2025Q2: 8,005 shares; 2025Q3: 7,740 shares 7,740 $758K 0.1% -265 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: 4,997 shares; 2024Q4: 18,279 shares; 2025Q1: 22,751 shares; 2025Q2: 22,951 shares; 2025Q3: 23,891 shares 23,891 $751K 0.1% +940 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: 845 shares; 2024Q4: 1,016 shares; 2025Q1: 983 shares; 2025Q2: 1,011 shares; 2025Q3: 1,210 shares 1,210 $744K 0.1% +199 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,733 shares; 2025Q1: 2,467 shares; 2025Q2: 2,255 shares; 2025Q3: 2,096 shares 2,096 $736K 0.1% -159 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: not reported; 2024Q4: 4,059 shares; 2025Q1: 4,884 shares; 2025Q2: 5,472 shares; 2025Q3: 5,747 shares 5,747 $715K 0.09% +275 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: not reported; 2024Q4: 4,303 shares; 2025Q1: 5,720 shares; 2025Q2: 6,069 shares; 2025Q3: 6,783 shares 6,783 $713K 0.09% +714 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: 858 shares; 2024Q4: 785 shares; 2025Q1: 852 shares; 2025Q2: 788 shares; 2025Q3: 655 shares 655 $707K 0.09% -133 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: 3,322 shares; 2024Q4: 3,400 shares; 2025Q1: 4,141 shares; 2025Q2: 5,020 shares; 2025Q3: 5,700 shares 5,700 $705K 0.09% +680 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,610 shares; 2025Q1: 1,820 shares; 2025Q2: 1,872 shares; 2025Q3: 2,160 shares 2,160 $705K 0.09% +288 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: 23,038 shares; 2024Q4: 12,981 shares; 2025Q1: 10,189 shares; 2025Q2: 11,065 shares; 2025Q3: 8,386 shares 8,386 $705K 0.09% -2,679 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: 445 shares; 2025Q1: 518 shares; 2025Q2: 582 shares; 2025Q3: 604 shares 604 $704K 0.09% +22 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: 3,776 shares; 2024Q4: 4,488 shares; 2025Q1: 3,812 shares; 2025Q2: 3,732 shares; 2025Q3: 2,741 shares 2,741 $677K 0.09% -991 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: not reported; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: 7,098 shares; 2025Q3: 6,902 shares 6,902 $659K 0.09% -196 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: 927 shares; 2024Q4: 928 shares; 2025Q1: 867 shares; 2025Q2: 825 shares; 2025Q3: 713 shares 713 $657K 0.09% -112 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,188 shares; 2025Q1: 7,595 shares; 2025Q2: 7,577 shares; 2025Q3: 7,983 shares 7,983 $655K 0.09% +406 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: not reported; 2024Q4: 868 shares; 2025Q1: 1,006 shares; 2025Q2: 1,223 shares; 2025Q3: 1,291 shares 1,291 $634K 0.08% +68 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: 469 shares; 2024Q4: 454 shares; 2025Q1: 505 shares; 2025Q2: 942 shares; 2025Q3: 952 shares 952 $634K 0.08% +10 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,508 shares; 2025Q2: 8,417 shares; 2025Q3: 7,966 shares 7,966 $625K 0.08% -451 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: 620 shares; 2024Q4: 1,441 shares; 2025Q1: 1,666 shares; 2025Q2: 1,700 shares; 2025Q3: 1,466 shares 1,466 $619K 0.08% -234 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: not reported; 2024Q4: 9,335 shares; 2025Q1: 10,890 shares; 2025Q2: 10,272 shares; 2025Q3: 6,740 shares 6,740 $613K 0.08% -3,532 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: 14,942 shares; 2024Q4: 14,824 shares; 2025Q1: 16,977 shares; 2025Q2: 19,874 shares; 2025Q3: 23,604 shares 23,604 $601K 0.08% +3,730 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: 7,646 shares; 2024Q4: 7,666 shares; 2025Q1: 7,684 shares; 2025Q2: 7,563 shares; 2025Q3: 7,548 shares 7,548 $591K 0.08% -15 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: 5,766 shares; 2024Q4: 4,101 shares; 2025Q1: 3,221 shares; 2025Q2: 3,431 shares; 2025Q3: 2,973 shares 2,973 $589K 0.08% -458 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: not reported; 2024Q4: 3,007 shares; 2025Q1: 3,629 shares; 2025Q2: 4,609 shares; 2025Q3: 4,137 shares 4,137 $589K 0.08% -472 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,859 shares; 2025Q2: 5,995 shares; 2025Q3: 6,039 shares 6,039 $583K 0.08% +44 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,171 shares; 2025Q1: 12,180 shares; 2025Q2: 12,188 shares; 2025Q3: 12,199 shares 12,199 $582K 0.08% +11 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,180 shares 1,180 $579K 0.08% -40 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: 1,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares 2,824 $578K 0.08% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 2,868 shares; 2025Q1: 2,903 shares; 2025Q2: 3,085 shares; 2025Q3: 3,096 shares 3,096 $569K 0.07% +11 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 2,631 shares; 2025Q1: 2,698 shares; 2025Q2: 2,659 shares; 2025Q3: 2,754 shares 2,754 $561K 0.07% +95 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: not reported; 2025Q1: 1,637 shares; 2025Q2: 1,714 shares; 2025Q3: 1,723 shares 1,723 $555K 0.07% +9 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: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 1,527 shares; 2025Q3: 1,715 shares 1,715 $554K 0.07% +188 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: 814 shares; 2024Q4: 1,054 shares; 2025Q1: 1,118 shares; 2025Q2: 1,154 shares; 2025Q3: 1,224 shares 1,224 $547K 0.07% +70 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 948 shares; 2025Q3: 909 shares 909 $546K 0.07% -39 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: 4,134 shares; 2024Q4: 3,933 shares; 2025Q1: 3,248 shares; 2025Q2: 3,199 shares; 2025Q3: 3,886 shares 3,886 $546K 0.07% +687 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: not reported; 2024Q4: 5,203 shares; 2025Q1: 6,164 shares; 2025Q2: 6,389 shares; 2025Q3: 6,614 shares 6,614 $539K 0.07% +225 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,827 shares; 2025Q1: 1,785 shares; 2025Q2: 1,839 shares; 2025Q3: 1,835 shares 1,835 $539K 0.07% -4 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: not reported; 2024Q4: 2,222 shares; 2025Q1: 2,245 shares; 2025Q2: 3,229 shares; 2025Q3: 3,363 shares 3,363 $535K 0.07% +134 Timeline VRE VERIS RESIDENTIAL INC More: the full row for VERIS RESIDENTIAL 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: 34,993 shares 34,993 $532K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,610 shares; 2025Q1: 1,035 shares; 2025Q2: 971 shares; 2025Q3: 1,109 shares 1,109 $529K 0.07% +138 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: 6,070 shares; 2024Q4: 6,195 shares; 2025Q1: 5,473 shares; 2025Q2: 5,682 shares; 2025Q3: 5,871 shares 5,871 $528K 0.07% +189 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: 4,503 shares; 2024Q4: 4,777 shares; 2025Q1: 4,688 shares; 2025Q2: 5,526 shares; 2025Q3: 7,890 shares 7,890 $521K 0.07% +2,364 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: 7,537 shares; 2024Q4: 8,101 shares; 2025Q1: 9,810 shares; 2025Q2: 10,081 shares; 2025Q3: 8,224 shares 8,224 $521K 0.07% -1,857 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: 2,362 shares; 2024Q4: 2,412 shares; 2025Q1: 2,624 shares; 2025Q2: 2,562 shares; 2025Q3: 2,535 shares 2,535 $520K 0.07% -27 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: 8,407 shares; 2024Q4: 17,143 shares; 2025Q1: 17,037 shares; 2025Q2: 18,334 shares; 2025Q3: 18,366 shares 18,366 $512K 0.07% +32 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 728 shares 728 $508K 0.07% +353 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,894 shares; 2025Q1: 1,761 shares; 2025Q2: 1,928 shares; 2025Q3: 1,838 shares 1,838 $503K 0.07% -90 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: 2,071 shares; 2024Q4: 2,300 shares; 2025Q1: 2,678 shares; 2025Q2: 3,084 shares; 2025Q3: 3,449 shares 3,449 $499K 0.07% +365 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: 567 shares; 2024Q4: 1,154 shares; 2025Q1: 1,173 shares; 2025Q2: 1,132 shares; 2025Q3: 1,141 shares 1,141 $491K 0.06% +9 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,344 shares; 2025Q1: 4,339 shares; 2025Q2: 4,434 shares; 2025Q3: 4,516 shares 4,516 $489K 0.06% +82 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,311 shares; 2025Q1: 5,357 shares; 2025Q2: 5,221 shares; 2025Q3: 5,215 shares 5,215 $489K 0.06% -6 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: 1,707 shares; 2024Q4: 1,903 shares; 2025Q1: 1,774 shares; 2025Q2: 1,787 shares; 2025Q3: 1,934 shares 1,934 $486K 0.06% +147 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,990 shares; 2025Q1: 15,651 shares; 2025Q2: 15,947 shares; 2025Q3: 17,358 shares 17,358 $484K 0.06% +1,411 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: 9,934 shares; 2025Q1: 13,318 shares; 2025Q2: 14,027 shares; 2025Q3: 15,186 shares 15,186 $480K 0.06% +1,159 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: 10,859 shares; 2024Q4: 11,476 shares; 2025Q1: 11,203 shares; 2025Q2: 11,528 shares; 2025Q3: 12,155 shares 12,155 $476K 0.06% +627 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,955 shares; 2025Q1: 21,067 shares; 2025Q2: 13,797 shares; 2025Q3: 11,896 shares 11,896 $469K 0.06% -1,901 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: 9,514 shares; 2024Q4: 9,135 shares; 2025Q1: 9,084 shares; 2025Q2: 9,513 shares; 2025Q3: 10,522 shares 10,522 $462K 0.06% +1,009 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: 1,697 shares; 2024Q4: 1,789 shares; 2025Q1: 1,803 shares; 2025Q2: 1,837 shares; 2025Q3: 1,886 shares 1,886 $452K 0.06% +49 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,366 shares; 2025Q1: 5,277 shares; 2025Q2: 5,679 shares; 2025Q3: 5,227 shares 5,227 $444K 0.06% -452 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: 1,638 shares; 2024Q4: 1,935 shares; 2025Q1: 2,025 shares; 2025Q2: 1,809 shares; 2025Q3: 1,868 shares 1,868 $442K 0.06% +59 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: 2,877 shares; 2024Q4: 3,506 shares; 2025Q1: 3,382 shares; 2025Q2: 3,289 shares; 2025Q3: 2,755 shares 2,755 $441K 0.06% -534 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: 3,086 shares; 2024Q4: 2,306 shares; 2025Q1: not reported; 2025Q2: 2,664 shares; 2025Q3: 2,719 shares 2,719 $440K 0.06% +55 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: 4,291 shares; 2024Q4: 4,741 shares; 2025Q1: 4,551 shares; 2025Q2: 4,439 shares; 2025Q3: 4,017 shares 4,017 $428K 0.06% -422 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: 1,435 shares; 2024Q4: 1,522 shares; 2025Q1: 1,918 shares; 2025Q2: 1,970 shares; 2025Q3: 1,630 shares 1,630 $428K 0.06% -340 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 6,211 shares; 2025Q1: 6,007 shares; 2025Q2: 5,219 shares; 2025Q3: 5,223 shares 5,223 $423K 0.06% +4 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: 5,048 shares; 2024Q4: 5,055 shares; 2025Q1: 4,793 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $419K 0.06% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,045 shares; 2025Q1: 3,658 shares; 2025Q2: 5,271 shares; 2025Q3: 7,541 shares 7,541 $418K 0.06% +2,270 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: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,342 shares; 2025Q3: 1,332 shares 1,332 $416K 0.05% -10 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 2,188 shares; 2025Q1: 2,190 shares; 2025Q2: 2,225 shares; 2025Q3: 2,745 shares 2,745 $400K 0.05% +520 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,974 shares; 2024Q4: 18,142 shares; 2025Q1: 19,032 shares; 2025Q2: 17,906 shares; 2025Q3: 17,906 shares 17,906 $399K 0.05% 0 Timeline JEPQ 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: not reported; 2025Q2: not reported; 2025Q3: 6,929 shares 6,929 $399K 0.05% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,112 shares; 2025Q1: 12,807 shares; 2025Q2: 13,068 shares; 2025Q3: 14,080 shares 14,080 $393K 0.05% +1,012 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: 3,663 shares; 2024Q4: 3,730 shares; 2025Q1: 3,802 shares; 2025Q2: 3,808 shares; 2025Q3: 3,206 shares 3,206 $389K 0.05% -602 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: 2,472 shares; 2024Q4: 2,605 shares; 2025Q1: 2,764 shares; 2025Q2: 3,084 shares; 2025Q3: 4,102 shares 4,102 $389K 0.05% +1,018 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: 2,207 shares; 2024Q4: 2,367 shares; 2025Q1: 2,574 shares; 2025Q2: 2,996 shares; 2025Q3: 2,864 shares 2,864 $384K 0.05% -132 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 11,034 shares; 2025Q1: 12,177 shares; 2025Q2: 13,127 shares; 2025Q3: 13,182 shares 13,182 $381K 0.05% +55 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,789 shares 1,789 $380K 0.05% +122 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 2,524 shares 2,524 $375K 0.05% -584 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares 1,661 $375K 0.05% new 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: 2,921 shares; 2024Q4: 3,019 shares; 2025Q1: 3,126 shares; 2025Q2: 3,144 shares; 2025Q3: 3,245 shares 3,245 $372K 0.05% +101 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,110 shares; 2025Q1: 5,006 shares; 2025Q2: 5,045 shares; 2025Q3: 5,275 shares 5,275 $371K 0.05% +230 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,373 shares; 2025Q1: 5,290 shares; 2025Q2: 5,864 shares; 2025Q3: 5,814 shares 5,814 $365K 0.05% -50 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: not reported; 2024Q4: 399 shares; 2025Q1: 391 shares; 2025Q2: 443 shares; 2025Q3: 456 shares 456 $363K 0.05% +13 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,981 shares; 2025Q3: 2,168 shares 2,168 $363K 0.05% +187 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: not reported; 2024Q4: not reported; 2025Q1: 11,115 shares; 2025Q2: 9,291 shares; 2025Q3: 10,809 shares 10,809 $363K 0.05% +1,518 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares 1,413 $362K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,677 shares 1,677 $362K 0.05% +210 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: 1,655 shares; 2024Q4: 1,472 shares; 2025Q1: 1,397 shares; 2025Q2: 663 shares; 2025Q3: 744 shares 744 $361K 0.05% +81 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: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 3,389 shares; 2025Q3: 3,548 shares 3,548 $360K 0.05% +159 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: 489 shares; 2024Q4: 499 shares; 2025Q1: 507 shares; 2025Q2: 480 shares; 2025Q3: 474 shares 474 $360K 0.05% -6 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,574 shares; 2025Q1: 4,572 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares 4,255 $351K 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,067 shares; 2025Q1: 2,226 shares; 2025Q2: 2,232 shares; 2025Q3: 2,039 shares 2,039 $348K 0.05% -193 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: 4,428 shares; 2024Q4: 4,835 shares; 2025Q1: 4,789 shares; 2025Q2: 4,840 shares; 2025Q3: 4,867 shares 4,867 $346K 0.05% +27 Timeline VEU 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: 4,290 shares; 2024Q4: 4,302 shares; 2025Q1: 4,304 shares; 2025Q2: 4,310 shares; 2025Q3: 4,702 shares 4,702 $336K 0.04% +392 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: 911 shares; 2024Q4: 535 shares; 2025Q1: 708 shares; 2025Q2: 630 shares; 2025Q3: 696 shares 696 $331K 0.04% +66 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,757 shares; 2025Q1: 2,787 shares; 2025Q2: 2,786 shares; 2025Q3: 2,913 shares 2,913 $328K 0.04% +127 Timeline DFAX 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: 8,471 shares; 2024Q4: 8,515 shares; 2025Q1: 8,174 shares; 2025Q2: 7,297 shares; 2025Q3: 10,051 shares 10,051 $315K 0.04% +2,754 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: 914 shares; 2024Q4: 903 shares; 2025Q1: 947 shares; 2025Q2: 1,130 shares; 2025Q3: 1,049 shares 1,049 $315K 0.04% -81 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,326 shares; 2025Q1: 2,245 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares 2,325 $313K 0.04% 0 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: 832 shares; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 687 shares; 2025Q3: 728 shares 728 $310K 0.04% +41 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: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,302 shares; 2025Q2: 1,593 shares; 2025Q3: 1,459 shares 1,459 $307K 0.04% -134 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: not reported; 2024Q4: 4,281 shares; 2025Q1: 3,064 shares; 2025Q2: 3,415 shares; 2025Q3: 3,655 shares 3,655 $306K 0.04% +240 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: 4,305 shares; 2024Q4: 4,669 shares; 2025Q1: 4,355 shares; 2025Q2: 3,867 shares; 2025Q3: 4,037 shares 4,037 $305K 0.04% +170 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares 2,270 $304K 0.04% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,310 shares; 2025Q3: 3,310 shares 3,310 $297K 0.04% 0 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: 977 shares; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,181 shares 1,181 $297K 0.04% +201 Timeline XLI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares 1,910 $295K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 777 shares; 2025Q1: 505 shares; 2025Q2: 624 shares; 2025Q3: 577 shares 577 $288K 0.04% -47 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: 731 shares; 2024Q4: 1,142 shares; 2025Q1: 1,439 shares; 2025Q2: 1,292 shares; 2025Q3: 1,207 shares 1,207 $286K 0.04% -85 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 9,505 shares; 2025Q1: 8,784 shares; 2025Q2: 7,795 shares; 2025Q3: 5,902 shares 5,902 $286K 0.04% -1,893 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares 2,135 $285K 0.04% new 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: 1,041 shares; 2024Q4: 755 shares; 2025Q1: 855 shares; 2025Q2: 842 shares; 2025Q3: 806 shares 806 $284K 0.04% -36 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: 1,503 shares; 2024Q4: 1,456 shares; 2025Q1: 1,092 shares; 2025Q2: 1,152 shares; 2025Q3: 757 shares 757 $283K 0.04% -395 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares 1,845 $279K 0.04% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,541 shares; 2025Q1: 4,576 shares; 2025Q2: 5,546 shares; 2025Q3: 5,650 shares 5,650 $277K 0.04% +104 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,775 shares; 2025Q1: 3,784 shares; 2025Q2: 3,794 shares; 2025Q3: 3,803 shares 3,803 $276K 0.04% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares 833 $274K 0.04% new 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: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 2,049 shares; 2025Q2: 2,305 shares; 2025Q3: 2,306 shares 2,306 $274K 0.04% +1 Timeline SHYG 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: 5,217 shares; 2024Q4: 5,217 shares; 2025Q1: 5,217 shares; 2025Q2: 5,217 shares; 2025Q3: 6,319 shares 6,319 $274K 0.04% +1,102 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: 690 shares; 2024Q4: 701 shares; 2025Q1: 734 shares; 2025Q2: 780 shares; 2025Q3: 562 shares 562 $273K 0.04% -218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares 343 $265K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 49 shares 49 $265K 0.03% +7 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,186 shares 10,186 $262K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 700 shares; 2025Q1: 679 shares; 2025Q2: 690 shares; 2025Q3: 610 shares 610 $257K 0.03% -80 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: 1,477 shares; 2024Q4: 1,406 shares; 2025Q1: 1,238 shares; 2025Q2: 1,015 shares; 2025Q3: 1,041 shares 1,041 $257K 0.03% +26 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: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 630 shares; 2025Q3: 558 shares 558 $255K 0.03% -72 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,645 shares; 2025Q1: 11,082 shares; 2025Q2: 11,082 shares; 2025Q3: 9,645 shares 9,645 $255K 0.03% -1,437 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,509 shares; 2025Q1: 4,314 shares; 2025Q2: 4,580 shares; 2025Q3: 4,714 shares 4,714 $251K 0.03% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares 723 $247K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares 342 $246K 0.03% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares 4,407 $246K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,669 shares 1,669 $243K 0.03% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,827 shares; 2025Q1: 3,721 shares; 2025Q2: 3,294 shares; 2025Q3: 3,255 shares 3,255 $243K 0.03% -39 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385 shares; 2025Q3: 3,307 shares 3,307 $241K 0.03% -78 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,853 shares; 2025Q3: 2,129 shares 2,129 $236K 0.03% +276 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: 2,979 shares; 2024Q4: 3,019 shares; 2025Q1: 3,120 shares; 2025Q2: 2,758 shares; 2025Q3: 2,857 shares 2,857 $235K 0.03% +99 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: 7,804 shares; 2024Q4: 2,553 shares; 2025Q1: 1,637 shares; 2025Q2: 1,470 shares; 2025Q3: 1,483 shares 1,483 $234K 0.03% +13 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H 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: 3,337 shares; 2025Q3: 3,456 shares 3,456 $229K 0.03% +119 Timeline SUSA 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: 3,039 shares; 2024Q4: 2,761 shares; 2025Q1: 2,238 shares; 2025Q2: 1,682 shares; 2025Q3: 1,685 shares 1,685 $229K 0.03% +3 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,105 shares; 2024Q4: 189,455 shares; 2025Q1: 213,357 shares; 2025Q2: not reported; 2025Q3: 13,421 shares 13,421 $228K 0.03% new Timeline SLYV 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: 6,933 shares; 2024Q4: 7,035 shares; 2025Q1: 6,933 shares; 2025Q2: not reported; 2025Q3: 2,533 shares 2,533 $225K 0.03% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,314 shares; 2025Q1: 4,310 shares; 2025Q2: 4,810 shares; 2025Q3: 6,561 shares 6,561 $224K 0.03% +1,751 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: 3,882 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 3,738 shares 3,738 $223K 0.03% -204 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: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,858 shares 2,858 $222K 0.03% +31 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: not reported; 2025Q3: 7,954 shares 7,954 $221K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares 360 $219K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,671 shares 2,671 $219K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares 630 $218K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 887 shares 887 $218K 0.03% +33 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,073 shares; 2025Q3: 5,073 shares 5,073 $218K 0.03% 0 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: not reported; 2024Q4: 4,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,489 shares 4,489 $217K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,372 shares 4,372 $214K 0.03% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,676 shares 3,676 $213K 0.03% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares 3,771 $210K 0.03% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares 5,702 $210K 0.03% new 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: 1,793 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,864 shares 1,864 $209K 0.03% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645 shares 645 $209K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,452 shares 1,452 $206K 0.03% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,804 shares; 2025Q1: 2,810 shares; 2025Q2: not reported; 2025Q3: 2,753 shares 2,753 $205K 0.03% new 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: not reported; 2025Q3: 2,916 shares 2,916 $201K 0.03% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares 4,480 $200K 0.03% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,023 shares; 2024Q4: 30,023 shares; 2025Q1: 30,023 shares; 2025Q2: 30,023 shares; 2025Q3: 30,023 shares 30,023 $144K 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,134 shares; 2025Q1: 10,134 shares; 2025Q2: 10,285 shares; 2025Q3: 10,285 shares 10,285 $117K 0.02% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 31,511 shares; 2025Q2: 23,415 shares; 2025Q3: 23,415 shares 23,415 $90.6K 0.01% 0 Timeline SENSEONICS HLDGS INC SENSEONICS HLDGS INC More: the full row for SENSEONICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $10.9K <0.01% 0