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: 207,116 shares; 2024Q4: 197,363 shares; 2025Q1: 183,661 shares; 2025Q2: 174,992 shares; 2025Q3: 170,216 shares 170,216 $79.7M 7.65% -4,776 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: 375,840 shares; 2024Q4: 379,988 shares; 2025Q1: 384,195 shares; 2025Q2: 366,772 shares; 2025Q3: 365,039 shares 365,039 $74.3M 7.13% -1,733 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: 135,247 shares; 2024Q4: 134,678 shares; 2025Q1: 117,097 shares; 2025Q2: 110,306 shares; 2025Q3: 106,512 shares 106,512 $71.3M 6.84% -3,794 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: 266,603 shares; 2024Q4: 266,684 shares; 2025Q1: 271,023 shares; 2025Q2: 270,609 shares; 2025Q3: 270,515 shares 270,515 $62.6M 6.01% -94 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: 284,603 shares; 2024Q4: 284,685 shares; 2025Q1: 282,380 shares; 2025Q2: 281,438 shares; 2025Q3: 281,368 shares 281,368 $37.7M 3.62% -70 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: 347,405 shares; 2024Q4: 342,386 shares; 2025Q1: 315,234 shares; 2025Q2: 302,048 shares; 2025Q3: 297,725 shares 297,725 $35.9M 3.45% -4,323 Timeline IEUR 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: 247,898 shares; 2025Q2: 355,120 shares; 2025Q3: 438,326 shares 438,326 $29.9M 2.87% +83,206 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,145 shares; 2024Q4: 267,241 shares; 2025Q1: 257,049 shares; 2025Q2: 253,204 shares; 2025Q3: 263,670 shares 263,670 $26.4M 2.54% +10,466 Timeline IVE 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: 119,598 shares; 2024Q4: 115,408 shares; 2025Q1: 111,806 shares; 2025Q2: 107,285 shares; 2025Q3: 105,385 shares 105,385 $21.8M 2.09% -1,900 Timeline IBDX 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: 623,601 shares; 2024Q4: 771,047 shares; 2025Q1: 817,522 shares; 2025Q2: 812,405 shares; 2025Q3: 826,114 shares 826,114 $21.2M 2.03% +13,709 Timeline IBDY 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: 588,976 shares; 2024Q4: 752,395 shares; 2025Q1: 801,952 shares; 2025Q2: 793,721 shares; 2025Q3: 806,357 shares 806,357 $21.2M 2.03% +12,636 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: 89,615 shares; 2024Q4: 88,344 shares; 2025Q1: 85,077 shares; 2025Q2: 84,533 shares; 2025Q3: 81,796 shares 81,796 $20.8M 2% -2,737 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,757 shares; 2024Q4: 241,510 shares; 2025Q1: 219,895 shares; 2025Q2: 215,522 shares; 2025Q3: 211,972 shares 211,972 $20.2M 1.94% -3,550 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: 120,898 shares; 2024Q4: 121,221 shares; 2025Q1: 122,953 shares; 2025Q2: 120,746 shares; 2025Q3: 107,997 shares 107,997 $20.2M 1.93% -12,749 Timeline IBDU 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: 561,568 shares; 2024Q4: 624,403 shares; 2025Q1: 697,590 shares; 2025Q2: 707,197 shares; 2025Q3: 756,483 shares 756,483 $17.8M 1.7% +49,286 Timeline IBDT 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: 524,008 shares; 2024Q4: 572,370 shares; 2025Q1: 640,398 shares; 2025Q2: 651,849 shares; 2025Q3: 694,713 shares 694,713 $17.7M 1.7% +42,864 Timeline IBDV 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: 589,097 shares; 2024Q4: 674,793 shares; 2025Q1: 733,627 shares; 2025Q2: 744,116 shares; 2025Q3: 798,071 shares 798,071 $17.7M 1.7% +53,955 Timeline IBDS 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: 548,800 shares; 2024Q4: 595,317 shares; 2025Q1: 664,201 shares; 2025Q2: 675,836 shares; 2025Q3: 721,350 shares 721,350 $17.6M 1.69% +45,514 Timeline IBDW 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: 555,274 shares; 2024Q4: 657,393 shares; 2025Q1: 703,969 shares; 2025Q2: 703,640 shares; 2025Q3: 752,252 shares 752,252 $16M 1.53% +48,612 Timeline IBDR 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: 583,717 shares; 2024Q4: 618,176 shares; 2025Q1: 654,981 shares; 2025Q2: 652,213 shares; 2025Q3: 654,500 shares 654,500 $15.9M 1.53% +2,287 Timeline ISHARES TR 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: 659,362 shares; 2024Q4: 661,541 shares; 2025Q1: 664,413 shares; 2025Q2: 655,864 shares; 2025Q3: 651,601 shares 651,601 $15.2M 1.46% -4,263 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: 28,923 shares; 2024Q4: 28,980 shares; 2025Q1: 31,218 shares; 2025Q2: 30,616 shares; 2025Q3: 28,433 shares 28,433 $14.7M 1.41% -2,183 Timeline IBDZ 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: 166,861 shares; 2024Q4: 846,494 shares; 2025Q1: 593,662 shares; 2025Q2: 566,737 shares; 2025Q3: 540,082 shares 540,082 $14.3M 1.37% -26,655 Timeline IBTH 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: 502,519 shares; 2024Q4: 526,495 shares; 2025Q1: 589,546 shares; 2025Q2: 604,366 shares; 2025Q3: 624,823 shares 624,823 $14.1M 1.35% +20,457 Timeline ISHARES TR 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: 569,436 shares; 2024Q4: 577,558 shares; 2025Q1: 577,139 shares; 2025Q2: 566,520 shares; 2025Q3: 554,590 shares 554,590 $14M 1.34% -11,930 IBTG 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: 566,488 shares; 2024Q4: 577,301 shares; 2025Q1: 598,546 shares; 2025Q2: 590,467 shares; 2025Q3: 594,883 shares 594,883 $13.7M 1.31% +4,416 Timeline FBCG 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: 282,581 shares; 2024Q4: 235,327 shares; 2025Q1: 222,186 shares; 2025Q2: 220,412 shares; 2025Q3: 214,029 shares 214,029 $11.5M 1.1% -6,383 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: 56,833 shares; 2024Q4: 56,413 shares; 2025Q1: 43,053 shares; 2025Q2: 39,011 shares; 2025Q3: 38,966 shares 38,966 $11M 1.05% -45 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: 59,094 shares; 2024Q4: 75,609 shares; 2025Q1: 99,594 shares; 2025Q2: 98,182 shares; 2025Q3: 100,628 shares 100,628 $9.72M 0.93% +2,446 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: 28,974 shares; 2024Q4: 28,720 shares; 2025Q1: 28,663 shares; 2025Q2: 28,141 shares; 2025Q3: 28,421 shares 28,421 $8.96M 0.86% +280 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: 26,322 shares; 2024Q4: 26,307 shares; 2025Q1: 24,300 shares; 2025Q2: 23,973 shares; 2025Q3: 23,795 shares 23,795 $8.7M 0.83% -178 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: 12,903 shares; 2024Q4: 9,500 shares; 2025Q1: 13,532 shares; 2025Q2: 57,187 shares; 2025Q3: 96,407 shares 96,407 $8.42M 0.81% +39,220 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: 27,542 shares; 2024Q4: 27,514 shares; 2025Q1: 27,256 shares; 2025Q2: 26,850 shares; 2025Q3: 28,342 shares 28,342 $6.89M 0.66% +1,492 Timeline IBTI 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: 108,453 shares; 2024Q4: 142,057 shares; 2025Q1: 210,142 shares; 2025Q2: 251,720 shares; 2025Q3: 278,332 shares 278,332 $6.23M 0.6% +26,612 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: 58,144 shares; 2024Q4: 57,968 shares; 2025Q1: 59,117 shares; 2025Q2: 57,781 shares; 2025Q3: 59,658 shares 59,658 $6.15M 0.59% +1,877 Timeline IGIB 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: 75,964 shares; 2024Q4: 83,302 shares; 2025Q1: 107,870 shares; 2025Q2: 108,489 shares; 2025Q3: 111,252 shares 111,252 $6.02M 0.58% +2,763 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: 17,210 shares; 2024Q4: 17,081 shares; 2025Q1: 15,859 shares; 2025Q2: 15,457 shares; 2025Q3: 14,816 shares 14,816 $5.06M 0.49% -641 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: 10,713 shares; 2024Q4: 10,990 shares; 2025Q1: 11,703 shares; 2025Q2: 11,470 shares; 2025Q3: 10,531 shares 10,531 $5.02M 0.48% -939 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: 30,262 shares; 2024Q4: 30,837 shares; 2025Q1: 26,477 shares; 2025Q2: 25,816 shares; 2025Q3: 29,049 shares 29,049 $4.86M 0.47% +3,233 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: 34,029 shares; 2024Q4: 33,882 shares; 2025Q1: 33,772 shares; 2025Q2: 33,360 shares; 2025Q3: 33,307 shares 33,307 $4.73M 0.45% -53 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: 32,612 shares; 2025Q1: 34,320 shares; 2025Q2: 33,373 shares; 2025Q3: 33,196 shares 33,196 $4.44M 0.43% -177 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: 25,101 shares; 2024Q4: 25,200 shares; 2025Q1: 26,517 shares; 2025Q2: 25,962 shares; 2025Q3: 28,100 shares 28,100 $4.32M 0.41% +2,138 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: 14,731 shares; 2024Q4: 14,636 shares; 2025Q1: 15,640 shares; 2025Q2: 15,276 shares; 2025Q3: 17,613 shares 17,613 $4.29M 0.41% +2,337 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: 31,099 shares; 2024Q4: 31,208 shares; 2025Q1: 28,814 shares; 2025Q2: 28,030 shares; 2025Q3: 29,485 shares 29,485 $4.26M 0.41% +1,455 Timeline IWP 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: 30,057 shares; 2024Q4: 30,301 shares; 2025Q1: 30,015 shares; 2025Q2: 29,541 shares; 2025Q3: 29,506 shares 29,506 $4.2M 0.4% -35 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: 16,159 shares; 2024Q4: 16,134 shares; 2025Q1: 14,737 shares; 2025Q2: 14,738 shares; 2025Q3: 15,238 shares 15,238 $4.17M 0.4% +500 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: 6,772 shares; 2024Q4: 6,734 shares; 2025Q1: 6,950 shares; 2025Q2: 6,763 shares; 2025Q3: 7,303 shares 7,303 $4.15M 0.4% +540 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: 4,296 shares; 2024Q4: 4,284 shares; 2025Q1: 4,460 shares; 2025Q2: 4,304 shares; 2025Q3: 4,407 shares 4,407 $4.08M 0.39% +103 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: 9,114 shares; 2024Q4: 9,104 shares; 2025Q1: 8,827 shares; 2025Q2: 8,651 shares; 2025Q3: 9,655 shares 9,655 $3.91M 0.38% +1,004 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: 14,518 shares; 2024Q4: 14,511 shares; 2025Q1: 15,007 shares; 2025Q2: 14,715 shares; 2025Q3: 15,843 shares 15,843 $3.9M 0.37% +1,128 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,166 shares; 2025Q2: 57,335 shares; 2025Q3: 61,699 shares 61,699 $3.82M 0.37% +4,364 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.77M 0.36% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 16,427 shares; 2025Q1: 20,208 shares; 2025Q2: 20,208 shares; 2025Q3: 20,208 shares 20,208 $3.77M 0.36% 0 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: 18,570 shares; 2024Q4: 18,813 shares; 2025Q1: 22,106 shares; 2025Q2: 21,625 shares; 2025Q3: 20,974 shares 20,974 $3.49M 0.33% -651 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,125 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares 7,040 $3.38M 0.32% 0 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: 39 shares; 2024Q4: 34 shares; 2025Q1: 37 shares; 2025Q2: 39 shares; 2025Q3: 3,636 shares 3,636 $3.35M 0.32% +3,597 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: 8,252 shares; 2024Q4: 8,236 shares; 2025Q1: 8,141 shares; 2025Q2: 7,938 shares; 2025Q3: 9,281 shares 9,281 $3.31M 0.32% +1,343 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: 10,154 shares; 2024Q4: 10,182 shares; 2025Q1: 10,508 shares; 2025Q2: 10,205 shares; 2025Q3: 11,452 shares 11,452 $3.23M 0.31% +1,247 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 11,910 shares; 2025Q1: 10,671 shares; 2025Q2: 10,076 shares; 2025Q3: 10,055 shares 10,055 $3.22M 0.31% -21 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: 68,013 shares; 2024Q4: 67,915 shares; 2025Q1: 66,216 shares; 2025Q2: 63,538 shares; 2025Q3: 59,995 shares 59,995 $3.19M 0.31% -3,543 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: 10,270 shares; 2024Q4: 10,205 shares; 2025Q1: 10,747 shares; 2025Q2: 10,381 shares; 2025Q3: 13,186 shares 13,186 $3.13M 0.3% +2,805 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: 13,466 shares; 2024Q4: 13,614 shares; 2025Q1: 14,289 shares; 2025Q2: 14,064 shares; 2025Q3: 14,078 shares 14,078 $3.09M 0.3% +14 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: 34,186 shares; 2024Q4: 34,330 shares; 2025Q1: 37,786 shares; 2025Q2: 36,913 shares; 2025Q3: 37,267 shares 37,267 $3.07M 0.29% +354 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: 5,620 shares; 2024Q4: 5,317 shares; 2025Q1: 4,596 shares; 2025Q2: 4,596 shares; 2025Q3: 4,547 shares 4,547 $3.03M 0.29% -49 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: 4,388 shares; 2024Q4: 4,391 shares; 2025Q1: 4,229 shares; 2025Q2: 4,095 shares; 2025Q3: 4,432 shares 4,432 $3.03M 0.29% +337 Timeline IBTJ 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: 71,130 shares; 2024Q4: 87,386 shares; 2025Q1: 104,108 shares; 2025Q2: 120,955 shares; 2025Q3: 137,406 shares 137,406 $3.02M 0.29% +16,451 Timeline XLU 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: 38,749 shares; 2024Q4: 36,102 shares; 2025Q1: 33,824 shares; 2025Q2: 32,991 shares; 2025Q3: 32,991 shares 32,991 $2.88M 0.28% 0 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: 20,239 shares; 2024Q4: 20,097 shares; 2025Q1: 19,203 shares; 2025Q2: 18,433 shares; 2025Q3: 14,853 shares 14,853 $2.75M 0.26% -3,580 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: 9,272 shares; 2024Q4: 9,276 shares; 2025Q1: 8,363 shares; 2025Q2: 8,072 shares; 2025Q3: 9,592 shares 9,592 $2.59M 0.25% +1,520 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,428 shares; 2024Q4: 21,583 shares; 2025Q1: 24,499 shares; 2025Q2: 23,051 shares; 2025Q3: 20,823 shares 20,823 $2.55M 0.25% -2,228 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: 8,571 shares; 2024Q4: 8,595 shares; 2025Q1: 8,053 shares; 2025Q2: 7,918 shares; 2025Q3: 8,753 shares 8,753 $2.47M 0.24% +835 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: 10,559 shares; 2024Q4: 10,539 shares; 2025Q1: 9,730 shares; 2025Q2: 9,532 shares; 2025Q3: 9,012 shares 9,012 $2.46M 0.24% -520 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,845 shares; 2025Q1: 12,326 shares; 2025Q2: 12,122 shares; 2025Q3: 11,189 shares 11,189 $2.44M 0.23% -933 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: 18,260 shares; 2024Q4: 13,713 shares; 2025Q1: 29,716 shares; 2025Q2: 29,716 shares; 2025Q3: 36,348 shares 36,348 $2.4M 0.23% +6,632 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: 9,572 shares; 2024Q4: 9,560 shares; 2025Q1: 9,850 shares; 2025Q2: 9,542 shares; 2025Q3: 9,537 shares 9,537 $2.35M 0.23% -5 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: 4,410 shares; 2024Q4: 4,394 shares; 2025Q1: 4,366 shares; 2025Q2: 4,265 shares; 2025Q3: 4,011 shares 4,011 $2.28M 0.22% -254 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,262 shares; 2024Q4: 35,445 shares; 2025Q1: 26,620 shares; 2025Q2: 24,696 shares; 2025Q3: 15,983 shares 15,983 $2.22M 0.21% -8,713 Timeline SHY 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: 20,765 shares; 2024Q4: 22,387 shares; 2025Q1: 25,571 shares; 2025Q2: 25,526 shares; 2025Q3: 26,076 shares 26,076 $2.16M 0.21% +550 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: 3,525 shares; 2024Q4: 3,439 shares; 2025Q1: 3,877 shares; 2025Q2: 3,858 shares; 2025Q3: 3,861 shares 3,861 $1.94M 0.19% +3 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: 27,757 shares; 2024Q4: 27,672 shares; 2025Q1: 30,384 shares; 2025Q2: 28,595 shares; 2025Q3: 22,939 shares 22,939 $1.93M 0.18% -5,656 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,289 shares; 2025Q1: 2,466 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares 2,458 $1.88M 0.18% 0 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: 2,811 shares; 2024Q4: 2,811 shares; 2025Q1: 2,804 shares; 2025Q2: 2,392 shares; 2025Q3: 2,798 shares 2,798 $1.71M 0.16% +406 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,799 shares; 2024Q4: 11,901 shares; 2025Q1: 10,429 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares 9,319 $1.65M 0.16% 0 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: 23,419 shares; 2024Q4: 23,408 shares; 2025Q1: 18,783 shares; 2025Q2: 17,529 shares; 2025Q3: 17,198 shares 17,198 $1.64M 0.16% -331 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: 1,994 shares; 2024Q4: 1,938 shares; 2025Q1: 2,276 shares; 2025Q2: 2,205 shares; 2025Q3: 2,204 shares 2,204 $1.62M 0.16% -1 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: 17,865 shares; 2024Q4: 18,220 shares; 2025Q1: 18,311 shares; 2025Q2: 18,358 shares; 2025Q3: 18,041 shares 18,041 $1.51M 0.15% -317 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,736 shares; 2024Q4: 17,503 shares; 2025Q1: 8,374 shares; 2025Q2: 6,343 shares; 2025Q3: 6,196 shares 6,196 $1.5M 0.14% -147 Timeline IWS 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: 11,554 shares; 2024Q4: 11,798 shares; 2025Q1: 12,073 shares; 2025Q2: 10,390 shares; 2025Q3: 10,390 shares 10,390 $1.45M 0.14% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,743 shares; 2024Q4: 11,918 shares; 2025Q1: 12,012 shares; 2025Q2: 12,108 shares; 2025Q3: 12,174 shares 12,174 $1.37M 0.13% +66 Timeline XLP 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: 34,235 shares; 2024Q4: 31,007 shares; 2025Q1: 18,832 shares; 2025Q2: 18,399 shares; 2025Q3: 16,537 shares 16,537 $1.3M 0.12% -1,862 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: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,698 shares; 2025Q2: 10,526 shares; 2025Q3: 10,511 shares 10,511 $1.29M 0.12% -15 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: 2,853 shares; 2024Q4: 3,010 shares; 2025Q1: 3,682 shares; 2025Q2: 3,841 shares; 2025Q3: 3,844 shares 3,844 $1.27M 0.12% +3 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,570 shares; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares 12,570 $1.18M 0.11% 0 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: 3,985 shares; 2024Q4: 3,921 shares; 2025Q1: 3,789 shares; 2025Q2: 3,782 shares; 2025Q3: 3,783 shares 3,783 $1.15M 0.11% +1 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: 5,274 shares; 2024Q4: 5,298 shares; 2025Q1: 6,373 shares; 2025Q2: 6,072 shares; 2025Q3: 5,837 shares 5,837 $977K 0.09% -235 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: 3,471 shares; 2024Q4: 3,462 shares; 2025Q1: 3,458 shares; 2025Q2: 3,448 shares; 2025Q3: 3,461 shares 3,461 $973K 0.09% +13 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: 4,176 shares; 2024Q4: 3,410 shares; 2025Q1: 2,080 shares; 2025Q2: 2,053 shares; 2025Q3: 2,092 shares 2,092 $930K 0.09% +39 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 15,636 shares; 2025Q1: 16,544 shares; 2025Q2: 14,020 shares; 2025Q3: 14,020 shares 14,020 $915K 0.09% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,857 shares; 2024Q4: 18,857 shares; 2025Q1: 16,829 shares; 2025Q2: 16,732 shares; 2025Q3: 16,587 shares 16,587 $894K 0.09% -145 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: 3,133 shares; 2024Q4: 3,132 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 3,148 shares 3,148 $888K 0.09% +7 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: 14,842 shares; 2024Q4: 14,847 shares; 2025Q1: 13,395 shares; 2025Q2: 13,353 shares; 2025Q3: 13,296 shares 13,296 $882K 0.08% -57 Timeline IBTK 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: 25,470 shares; 2024Q4: 38,176 shares; 2025Q1: 38,176 shares; 2025Q2: 43,300 shares; 2025Q3: 43,300 shares 43,300 $861K 0.08% 0 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: 3,510 shares; 2024Q4: 3,391 shares; 2025Q1: 3,389 shares; 2025Q2: 3,357 shares; 2025Q3: 3,242 shares 3,242 $844K 0.08% -115 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: 6,292 shares; 2024Q4: 6,266 shares; 2025Q1: 7,563 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares 7,561 $839K 0.08% 0 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: 3,136 shares; 2024Q4: 3,137 shares; 2025Q1: 3,138 shares; 2025Q2: 3,116 shares; 2025Q3: 3,116 shares 3,116 $813K 0.08% 0 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: 12,729 shares; 2024Q4: 12,706 shares; 2025Q1: 15,611 shares; 2025Q2: 15,339 shares; 2025Q3: 15,581 shares 15,581 $804K 0.08% +242 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: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,912 shares; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares 4,912 $692K 0.07% 0 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: 5,774 shares; 2024Q4: 5,626 shares; 2025Q1: 5,138 shares; 2025Q2: 4,136 shares; 2025Q3: 4,136 shares 4,136 $638K 0.06% 0 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: 359 shares; 2024Q4: 358 shares; 2025Q1: 533 shares; 2025Q2: 531 shares; 2025Q3: 531 shares 531 $637K 0.06% 0 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: 925 shares; 2024Q4: 927 shares; 2025Q1: 870 shares; 2025Q2: 862 shares; 2025Q3: 771 shares 771 $614K 0.06% -91 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: 6,299 shares; 2024Q4: 6,295 shares; 2025Q1: 5,693 shares; 2025Q2: 5,452 shares; 2025Q3: 1,172 shares 1,172 $585K 0.06% -4,280 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: 1,729 shares; 2024Q4: 1,672 shares; 2025Q1: 1,717 shares; 2025Q2: 1,478 shares; 2025Q3: 1,681 shares 1,681 $580K 0.06% +203 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,381 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,638 shares 1,638 $567K 0.05% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,583 shares 1,583 $563K 0.05% +40 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,848 shares; 2025Q1: 1,862 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares 1,867 $562K 0.05% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,514 shares; 2025Q1: 4,468 shares; 2025Q2: 8,863 shares; 2025Q3: 5,917 shares 5,917 $529K 0.05% -2,946 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: 7,872 shares; 2024Q4: 8,264 shares; 2025Q1: 7,657 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares 4,408 $524K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 4,833 shares; 2025Q2: 4,027 shares; 2025Q3: 4,027 shares 4,027 $522K 0.05% 0 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: 3,151 shares; 2024Q4: 4,028 shares; 2025Q1: 5,045 shares; 2025Q2: 5,543 shares; 2025Q3: 6,170 shares 6,170 $508K 0.05% +627 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: 1,521 shares; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares 1,510 $502K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,839 shares; 2025Q1: 2,895 shares; 2025Q2: 2,702 shares; 2025Q3: 2,725 shares 2,725 $501K 0.05% +23 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: 819 shares; 2024Q4: 820 shares; 2025Q1: 830 shares; 2025Q2: 817 shares; 2025Q3: 817 shares 817 $498K 0.05% 0 Timeline CWB 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: 6,511 shares; 2024Q4: 6,511 shares; 2025Q1: 5,401 shares; 2025Q2: 5,401 shares; 2025Q3: 5,401 shares 5,401 $489K 0.05% 0 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: 992 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 992 shares; 2025Q3: 992 shares 992 $487K 0.05% 0 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,362 shares; 2025Q2: 2,376 shares; 2025Q3: 2,378 shares 2,378 $487K 0.05% +2 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: 3,925 shares; 2024Q4: 3,927 shares; 2025Q1: 3,925 shares; 2025Q2: 3,904 shares; 2025Q3: 3,903 shares 3,903 $481K 0.05% -1 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: 4,829 shares; 2024Q4: 4,823 shares; 2025Q1: 4,662 shares; 2025Q2: 4,663 shares; 2025Q3: 4,266 shares 4,266 $477K 0.05% -397 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,955 shares; 2024Q4: 25,424 shares; 2025Q1: 25,830 shares; 2025Q2: 26,301 shares; 2025Q3: 27,603 shares 27,603 $474K 0.05% +1,302 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,492 shares; 2024Q4: 10,632 shares; 2025Q1: 14,632 shares; 2025Q2: 14,632 shares; 2025Q3: 14,632 shares 14,632 $458K 0.04% 0 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: 1,304 shares; 2024Q4: 1,288 shares; 2025Q1: 1,269 shares; 2025Q2: 1,253 shares; 2025Q3: 1,239 shares 1,239 $437K 0.04% -14 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: 6,237 shares; 2024Q4: 5,241 shares; 2025Q1: 6,245 shares; 2025Q2: 6,201 shares; 2025Q3: 6,309 shares 6,309 $432K 0.04% +108 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: 3,566 shares; 2024Q4: 3,574 shares; 2025Q1: 3,632 shares; 2025Q2: 3,629 shares; 2025Q3: 3,636 shares 3,636 $416K 0.04% +7 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: 1,879 shares; 2024Q4: 1,853 shares; 2025Q1: 1,816 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares 1,682 $413K 0.04% 0 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: 5,614 shares; 2024Q4: 5,930 shares; 2025Q1: 5,592 shares; 2025Q2: 5,897 shares; 2025Q3: 5,924 shares 5,924 $413K 0.04% +27 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: 6,349 shares; 2024Q4: 6,357 shares; 2025Q1: 6,298 shares; 2025Q2: 6,179 shares; 2025Q3: 6,197 shares 6,197 $409K 0.04% +18 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: 1,137 shares; 2024Q4: 1,390 shares; 2025Q1: 2,487 shares; 2025Q2: 2,384 shares; 2025Q3: 2,628 shares 2,628 $408K 0.04% +244 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: 407 shares; 2024Q4: 404 shares; 2025Q1: 829 shares; 2025Q2: 827 shares; 2025Q3: 834 shares 834 $396K 0.04% +7 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $392K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,954 shares; 2025Q1: 5,043 shares; 2025Q2: 4,750 shares; 2025Q3: 4,727 shares 4,727 $357K 0.03% -23 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: 2,715 shares; 2024Q4: 2,209 shares; 2025Q1: 2,209 shares; 2025Q2: 2,214 shares; 2025Q3: 2,216 shares 2,216 $344K 0.03% +2 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,430 shares; 2025Q1: 4,607 shares; 2025Q2: 3,816 shares; 2025Q3: 3,816 shares 3,816 $342K 0.03% 0 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: 131 shares; 2025Q1: 293 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $338K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 3,776 shares; 2025Q2: 3,481 shares; 2025Q3: 3,481 shares 3,481 $334K 0.03% 0 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: 366 shares; 2024Q4: 361 shares; 2025Q1: 1,265 shares; 2025Q2: 2,059 shares; 2025Q3: 2,859 shares 2,859 $324K 0.03% +800 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: 912 shares; 2024Q4: 912 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares 1,094 $321K 0.03% 0 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: 2,615 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,238 shares; 2025Q3: 2,904 shares 2,904 $316K 0.03% -334 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 2,768 shares; 2025Q1: 2,095 shares; 2025Q2: 1,972 shares; 2025Q3: 2,252 shares 2,252 $316K 0.03% +280 Timeline FQAL 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: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares 4,209 $314K 0.03% 0 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: 1,552 shares; 2024Q4: 2,513 shares; 2025Q1: 2,886 shares; 2025Q2: 3,907 shares; 2025Q3: 5,068 shares 5,068 $309K 0.03% +1,161 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: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares 1,416 $306K 0.03% 0 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: 8,224 shares; 2024Q4: 8,066 shares; 2025Q1: 7,906 shares; 2025Q2: 8,164 shares; 2025Q3: 9,698 shares 9,698 $305K 0.03% +1,534 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: 152 shares; 2024Q4: 151 shares; 2025Q1: 199 shares; 2025Q2: 475 shares; 2025Q3: 703 shares 703 $300K 0.03% +228 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: 4,221 shares; 2024Q4: 4,222 shares; 2025Q1: 4,101 shares; 2025Q2: 4,094 shares; 2025Q3: 4,094 shares 4,094 $291K 0.03% 0 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: 775 shares; 2024Q4: 956 shares; 2025Q1: 1,999 shares; 2025Q2: 2,012 shares; 2025Q3: 2,112 shares 2,112 $287K 0.03% +100 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: 1,760 shares; 2024Q4: 1,734 shares; 2025Q1: 1,742 shares; 2025Q2: 1,732 shares; 2025Q3: 1,735 shares 1,735 $281K 0.03% +3 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: 2,256 shares; 2024Q4: 2,245 shares; 2025Q1: 2,281 shares; 2025Q2: 2,272 shares; 2025Q3: 2,239 shares 2,239 $278K 0.03% -33 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: 7,444 shares; 2024Q4: 6,547 shares; 2025Q1: 6,627 shares; 2025Q2: 6,628 shares; 2025Q3: 6,253 shares 6,253 $275K 0.03% -375 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: 440 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 442 shares; 2025Q3: 443 shares 443 $272K 0.03% +1 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: 176 shares; 2024Q4: 175 shares; 2025Q1: 290 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285 $262K 0.03% 0 Timeline EMLP 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: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares 6,775 $259K 0.02% 0 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: 1,956 shares; 2024Q4: 1,963 shares; 2025Q1: 1,965 shares; 2025Q2: 2,348 shares; 2025Q3: 2,843 shares 2,843 $259K 0.02% +495 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: 911 shares; 2024Q4: 1,304 shares; 2025Q1: 1,388 shares; 2025Q2: 1,402 shares; 2025Q3: 1,415 shares 1,415 $258K 0.02% +13 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: 7,254 shares; 2024Q4: 6,689 shares; 2025Q1: 4,903 shares; 2025Q2: 8,656 shares; 2025Q3: 10,010 shares 10,010 $255K 0.02% +1,354 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: 804 shares; 2024Q4: 1,372 shares; 2025Q1: 2,554 shares; 2025Q2: 3,547 shares; 2025Q3: 3,778 shares 3,778 $253K 0.02% +231 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: 2,563 shares; 2024Q4: 2,584 shares; 2025Q1: 2,451 shares; 2025Q2: 2,446 shares; 2025Q3: 2,448 shares 2,448 $248K 0.02% +2 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares 1,797 $248K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,358 shares; 2025Q1: 1,033 shares; 2025Q2: 1,004 shares; 2025Q3: 1,053 shares 1,053 $248K 0.02% +49 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: 1,385 shares; 2024Q4: 1,379 shares; 2025Q1: 1,388 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares 1,384 $247K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,880 shares; 2025Q1: 1,896 shares; 2025Q2: 1,878 shares; 2025Q3: 1,941 shares 1,941 $240K 0.02% +63 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: 576 shares; 2024Q4: 570 shares; 2025Q1: 521 shares; 2025Q2: 524 shares; 2025Q3: 522 shares 522 $239K 0.02% -2 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: 277 shares; 2024Q4: 276 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 523 shares 523 $234K 0.02% -9 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: 55 shares; 2024Q4: 54 shares; 2025Q1: 149 shares; 2025Q2: 2,148 shares; 2025Q3: 2,151 shares 2,151 $232K 0.02% +3 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: 195 shares; 2024Q4: 203 shares; 2025Q1: 224 shares; 2025Q2: 213 shares; 2025Q3: 213 shares 213 $230K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,087 shares; 2025Q2: 1,036 shares; 2025Q3: 1,037 shares 1,037 $229K 0.02% +1 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: 13 shares; 2024Q4: 24 shares; 2025Q1: 521 shares; 2025Q2: 527 shares; 2025Q3: 1,035 shares 1,035 $225K 0.02% +508 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: 1,527 shares; 2024Q4: 1,546 shares; 2025Q1: 1,559 shares; 2025Q2: 1,556 shares; 2025Q3: 1,302 shares 1,302 $222K 0.02% -254 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: 1,558 shares; 2024Q4: 2,522 shares; 2025Q1: 3,383 shares; 2025Q2: 3,774 shares; 2025Q3: 3,258 shares 3,258 $215K 0.02% -516 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: 1,768 shares; 2024Q4: 1,760 shares; 2025Q1: 1,480 shares; 2025Q2: 1,243 shares; 2025Q3: 1,102 shares 1,102 $212K 0.02% -141 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: 4,352 shares; 2024Q4: 4,512 shares; 2025Q1: 4,187 shares; 2025Q2: 4,107 shares; 2025Q3: 4,201 shares 4,201 $212K 0.02% +94 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: 48 shares; 2024Q4: 204 shares; 2025Q1: 883 shares; 2025Q2: 1,303 shares; 2025Q3: 1,544 shares 1,544 $208K 0.02% +241 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: 3,280 shares; 2024Q4: 3,279 shares; 2025Q1: 3,416 shares; 2025Q2: 3,912 shares; 2025Q3: 4,522 shares 4,522 $207K 0.02% +610 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: 448 shares; 2024Q4: 446 shares; 2025Q1: 1,046 shares; 2025Q2: 1,039 shares; 2025Q3: 1,020 shares 1,020 $206K 0.02% -19 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,669 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares 1,797 $199K 0.02% 0 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: 1,960 shares; 2024Q4: 2,095 shares; 2025Q1: 2,126 shares; 2025Q2: 2,101 shares; 2025Q3: 2,093 shares 2,093 $198K 0.02% -8 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: 1,539 shares; 2024Q4: 1,550 shares; 2025Q1: 1,515 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares 1,595 $197K 0.02% 0 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: 2,354 shares; 2024Q4: 2,359 shares; 2025Q1: 2,346 shares; 2025Q2: 2,351 shares; 2025Q3: 2,342 shares 2,342 $197K 0.02% -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: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 598 shares; 2025Q3: 598 shares 598 $197K 0.02% 0 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: 105 shares; 2024Q4: 116 shares; 2025Q1: 416 shares; 2025Q2: 404 shares; 2025Q3: 400 shares 400 $196K 0.02% -4 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: 93 shares; 2024Q4: 95 shares; 2025Q1: 252 shares; 2025Q2: 251 shares; 2025Q3: 251 shares 251 $190K 0.02% 0 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: 916 shares; 2024Q4: 914 shares; 2025Q1: 663 shares; 2025Q2: 659 shares; 2025Q3: 659 shares 659 $184K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 564 shares; 2025Q1: 755 shares; 2025Q2: 850 shares; 2025Q3: 826 shares 826 $177K 0.02% -24 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: 712 shares; 2024Q4: 781 shares; 2025Q1: 745 shares; 2025Q2: 806 shares; 2025Q3: 807 shares 807 $174K 0.02% +1 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: 969 shares; 2024Q4: 719 shares; 2025Q1: 678 shares; 2025Q2: 657 shares; 2025Q3: 666 shares 666 $167K 0.02% +9 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: 474 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 449 shares; 2025Q3: 450 shares 450 $166K 0.02% +1 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: 633 shares; 2024Q4: 699 shares; 2025Q1: 627 shares; 2025Q2: 729 shares; 2025Q3: 729 shares 729 $166K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $166K 0.02% 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: 1,396 shares; 2025Q1: 1,128 shares; 2025Q2: 1,119 shares; 2025Q3: 1,129 shares 1,129 $165K 0.02% +10 Timeline XLC 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: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares 1,386 $164K 0.02% 0 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: 2,637 shares; 2024Q4: 2,587 shares; 2025Q1: 2,594 shares; 2025Q2: 2,596 shares; 2025Q3: 2,060 shares 2,060 $162K 0.02% -536 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: 873 shares; 2024Q4: 816 shares; 2025Q1: 847 shares; 2025Q2: 834 shares; 2025Q3: 848 shares 848 $159K 0.02% +14 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: 5,629 shares; 2024Q4: 5,594 shares; 2025Q1: 5,597 shares; 2025Q2: 5,504 shares; 2025Q3: 5,608 shares 5,608 $158K 0.02% +104 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: 1,647 shares; 2024Q4: 1,641 shares; 2025Q1: 1,666 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares 1,653 $157K 0.02% 0 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: 468 shares; 2024Q4: 385 shares; 2025Q1: 413 shares; 2025Q2: 476 shares; 2025Q3: 539 shares 539 $155K 0.01% +63 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: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares 258 $155K 0.01% 0 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: 1,070 shares; 2024Q4: 919 shares; 2025Q1: 922 shares; 2025Q2: 921 shares; 2025Q3: 971 shares 971 $154K 0.01% +50 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 251 shares; 2025Q1: 321 shares; 2025Q2: 468 shares; 2025Q3: 469 shares 469 $154K 0.01% +1 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: 956 shares; 2024Q4: 963 shares; 2025Q1: 942 shares; 2025Q2: 938 shares; 2025Q3: 944 shares 944 $153K 0.01% +6 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: 73 shares; 2024Q4: 64 shares; 2025Q1: 60 shares; 2025Q2: 50 shares; 2025Q3: 28 shares 28 $151K 0.01% -22 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 630 shares; 2025Q2: 629 shares; 2025Q3: 629 shares 629 $144K 0.01% 0 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: 1,455 shares; 2024Q4: 1,443 shares; 2025Q1: 1,453 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares 1,492 $142K 0.01% 0 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: 1,722 shares; 2024Q4: 1,725 shares; 2025Q1: 1,415 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares 1,198 $142K 0.01% 0 Timeline IJT 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: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,172 shares; 2025Q2: 999 shares; 2025Q3: 999 shares 999 $141K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares 1,948 $139K 0.01% 0 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: 4,511 shares; 2024Q4: 3,227 shares; 2025Q1: 4,492 shares; 2025Q2: 4,129 shares; 2025Q3: 4,117 shares 4,117 $138K 0.01% -12 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: 507 shares; 2024Q4: 436 shares; 2025Q1: 433 shares; 2025Q2: 1,735 shares; 2025Q3: 5,275 shares 5,275 $137K 0.01% +3,540 Timeline TFLO 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: 9,999 shares; 2024Q4: 2,679 shares; 2025Q1: 2,503 shares; 2025Q2: 1,823 shares; 2025Q3: 2,671 shares 2,671 $135K 0.01% +848 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: 192 shares; 2024Q4: 400 shares; 2025Q1: 692 shares; 2025Q2: 658 shares; 2025Q3: 662 shares 662 $135K 0.01% +4 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares 633 $132K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,832 shares; 2025Q1: 1,821 shares; 2025Q2: 1,810 shares; 2025Q3: 1,793 shares 1,793 $131K 0.01% -17 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares 174 $130K 0.01% 0 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: 2,320 shares; 2024Q4: 2,322 shares; 2025Q1: 2,308 shares; 2025Q2: 2,172 shares; 2025Q3: 2,166 shares 2,166 $129K 0.01% -6 Timeline MGV 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: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares 928 $128K 0.01% 0 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: 2,217 shares; 2024Q4: 2,052 shares; 2025Q1: 1,732 shares; 2025Q2: 1,669 shares; 2025Q3: 1,497 shares 1,497 $127K 0.01% -172 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 217 shares; 2025Q1: 727 shares; 2025Q2: 1,046 shares; 2025Q3: 1,263 shares 1,263 $126K 0.01% +217 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: 557 shares; 2024Q4: 742 shares; 2025Q1: 1,089 shares; 2025Q2: 1,121 shares; 2025Q3: 1,052 shares 1,052 $126K 0.01% -69 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: 994 shares; 2024Q4: 438 shares; 2025Q1: 1,013 shares; 2025Q2: 1,246 shares; 2025Q3: 1,250 shares 1,250 $122K 0.01% +4 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: 390 shares; 2024Q4: 385 shares; 2025Q1: 505 shares; 2025Q2: 496 shares; 2025Q3: 495 shares 495 $122K 0.01% -1 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: 150 shares; 2024Q4: 152 shares; 2025Q1: 154 shares; 2025Q2: 157 shares; 2025Q3: 153 shares 153 $118K 0.01% -4 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: 320 shares; 2024Q4: 320 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares 315 $118K 0.01% 0 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: 1,389 shares; 2024Q4: 1,305 shares; 2025Q1: 747 shares; 2025Q2: 142 shares; 2025Q3: 161 shares 161 $116K 0.01% +19 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: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares 391 $115K 0.01% 0 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: 895 shares; 2024Q4: 784 shares; 2025Q1: 504 shares; 2025Q2: 473 shares; 2025Q3: 473 shares 473 $113K 0.01% 0 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: 356 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 363 shares; 2025Q3: 361 shares 361 $113K 0.01% -2 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: 819 shares; 2024Q4: 817 shares; 2025Q1: 763 shares; 2025Q2: 655 shares; 2025Q3: 656 shares 656 $112K 0.01% +1 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: 1,466 shares; 2024Q4: 3,782 shares; 2025Q1: 4,263 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares 4,219 $111K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 191 shares; 2025Q3: 133 shares 133 $110K 0.01% -58 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: 413 shares; 2024Q4: 411 shares; 2025Q1: 487 shares; 2025Q2: 821 shares; 2025Q3: 981 shares 981 $110K 0.01% +160 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 304 shares 304 $107K 0.01% 0 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: 1,019 shares; 2024Q4: 1,013 shares; 2025Q1: 1,009 shares; 2025Q2: 1,019 shares; 2025Q3: 1,014 shares 1,014 $105K 0.01% -5 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: 349 shares; 2024Q4: 348 shares; 2025Q1: 327 shares; 2025Q2: 322 shares; 2025Q3: 320 shares 320 $104K 0.01% -2 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: 602 shares; 2024Q4: 610 shares; 2025Q1: 511 shares; 2025Q2: 489 shares; 2025Q3: 487 shares 487 $103K 0.01% -2 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: 503 shares; 2024Q4: 513 shares; 2025Q1: 921 shares; 2025Q2: 475 shares; 2025Q3: 432 shares 432 $102K 0.01% -43 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: 348 shares; 2024Q4: 283 shares; 2025Q1: 300 shares; 2025Q2: 291 shares; 2025Q3: 295 shares 295 $95.3K 0.01% +4 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: 2,299 shares; 2024Q4: 2,307 shares; 2025Q1: 2,297 shares; 2025Q2: 1,958 shares; 2025Q3: 1,151 shares 1,151 $89.7K 0.01% -807 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: 1,391 shares; 2024Q4: 255 shares; 2025Q1: 506 shares; 2025Q2: 771 shares; 2025Q3: 771 shares 771 $89.4K 0.01% 0 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: 231 shares; 2024Q4: 224 shares; 2025Q1: 205 shares; 2025Q2: 118 shares; 2025Q3: 184 shares 184 $89.2K 0.01% +66 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: 190 shares; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 183 shares; 2025Q3: 183 shares 183 $89.1K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 401 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $88.9K 0.01% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,428 shares; 2025Q1: 3,492 shares; 2025Q2: 3,570 shares; 2025Q3: 3,648 shares 3,648 $87.6K 0.01% +78 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: 244 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 398 shares; 2025Q3: 408 shares 408 $86.7K 0.01% +10 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,131 shares; 2025Q1: 1,071 shares; 2025Q2: 1,048 shares; 2025Q3: 1,051 shares 1,051 $85.2K 0.01% +3 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares 453 $85K 0.01% 0 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: 775 shares; 2024Q4: 737 shares; 2025Q1: 2,130 shares; 2025Q2: 1,891 shares; 2025Q3: 3,107 shares 3,107 $84.6K 0.01% +1,216 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: 818 shares; 2024Q4: 824 shares; 2025Q1: 831 shares; 2025Q2: 884 shares; 2025Q3: 860 shares 860 $84K 0.01% -24 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: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares 1,867 $83.4K 0.01% 0 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 194 shares; 2025Q2: 196 shares; 2025Q3: 196 shares 196 $82.7K 0.01% 0 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: 961 shares; 2024Q4: 959 shares; 2025Q1: 970 shares; 2025Q2: 971 shares; 2025Q3: 903 shares 903 $82.6K 0.01% -68 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares 470 $82.1K 0.01% 0 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $82K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares 237 $77.8K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 398 shares; 2025Q2: 192 shares; 2025Q3: 192 shares 192 $77.3K 0.01% 0 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: 1,339 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,407 shares; 2025Q3: 1,393 shares 1,393 $75.8K 0.01% -14 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,771 shares; 2025Q1: 1,284 shares; 2025Q2: 794 shares; 2025Q3: 543 shares 543 $75.7K 0.01% -251 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: 629 shares; 2024Q4: 623 shares; 2025Q1: 626 shares; 2025Q2: 597 shares; 2025Q3: 583 shares 583 $75.2K 0.01% -14 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 990 shares 990 $74.1K 0.01% -90 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: 147 shares; 2024Q4: 144 shares; 2025Q1: 142 shares; 2025Q2: 146 shares; 2025Q3: 150 shares 150 $74K 0.01% +4 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: 192 shares; 2024Q4: 196 shares; 2025Q1: 406 shares; 2025Q2: 196 shares; 2025Q3: 186 shares 186 $72.8K 0.01% -10 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: 579 shares; 2024Q4: 441 shares; 2025Q1: 376 shares; 2025Q2: 357 shares; 2025Q3: 357 shares 357 $71.7K 0.01% 0 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: 1,068 shares; 2024Q4: 1,069 shares; 2025Q1: 789 shares; 2025Q2: 803 shares; 2025Q3: 797 shares 797 $71.7K 0.01% -6 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: 438 shares; 2024Q4: 433 shares; 2025Q1: 501 shares; 2025Q2: 424 shares; 2025Q3: 424 shares 424 $71.4K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares 294 $70K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 885 shares; 2025Q1: 740 shares; 2025Q2: 737 shares; 2025Q3: 572 shares 572 $69.4K 0.01% -165 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $68.6K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 990 shares; 2025Q1: 973 shares; 2025Q2: 981 shares; 2025Q3: 1,077 shares 1,077 $68.2K 0.01% +96 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,766 shares; 2025Q2: 1,760 shares; 2025Q3: 1,728 shares 1,728 $67.7K 0.01% -32 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: 2,731 shares; 2024Q4: 2,756 shares; 2025Q1: 2,431 shares; 2025Q2: 1,832 shares; 2025Q3: 1,875 shares 1,875 $66.6K 0.01% +43 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: 152 shares; 2024Q4: 162 shares; 2025Q1: 281 shares; 2025Q2: 491 shares; 2025Q3: 491 shares 491 $66.5K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares 899 $66K 0.01% new 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: 221 shares; 2024Q4: 220 shares; 2025Q1: 212 shares; 2025Q2: 219 shares; 2025Q3: 219 shares 219 $65.8K 0.01% 0 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: 156 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 123 shares; 2025Q3: 328 shares 328 $64.8K 0.01% +205 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: 80 shares; 2024Q4: 81 shares; 2025Q1: 77 shares; 2025Q2: 78 shares; 2025Q3: 82 shares 82 $64.2K 0.01% +4 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 333 shares; 2025Q1: 337 shares; 2025Q2: 333 shares; 2025Q3: 332 shares 332 $63.2K 0.01% -1 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: 198 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares 197 $62.6K 0.01% 0 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: 175 shares; 2024Q4: 174 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 180 shares 180 $61.4K 0.01% +1 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: 143 shares; 2024Q4: 143 shares; 2025Q1: 142 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145 $61.2K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 726 shares; 2025Q3: 726 shares 726 $60.6K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 672 shares; 2025Q1: 669 shares; 2025Q2: 673 shares; 2025Q3: 673 shares 673 $60.4K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 237 shares; 2025Q3: 237 shares 237 $60.2K 0.01% 0 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: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214 $59.8K 0.01% 0 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: 219 shares; 2024Q4: 215 shares; 2025Q1: 216 shares; 2025Q2: 215 shares; 2025Q3: 215 shares 215 $58.9K 0.01% 0 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: 229 shares; 2024Q4: 220 shares; 2025Q1: 280 shares; 2025Q2: 227 shares; 2025Q3: 347 shares 347 $58.8K 0.01% +120 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,959 shares; 2025Q1: 3,122 shares; 2025Q2: 2,904 shares; 2025Q3: 1,676 shares 1,676 $58.8K 0.01% -1,228 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: 129 shares; 2024Q4: 128 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $57.2K 0.01% 0 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: 282 shares; 2024Q4: 280 shares; 2025Q1: 306 shares; 2025Q2: 315 shares; 2025Q3: 297 shares 297 $57.1K 0.01% -18 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: 288 shares; 2024Q4: 314 shares; 2025Q1: 281 shares; 2025Q2: 402 shares; 2025Q3: 402 shares 402 $57K 0.01% 0 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: 674 shares; 2024Q4: 686 shares; 2025Q1: 680 shares; 2025Q2: 688 shares; 2025Q3: 688 shares 688 $56.4K 0.01% 0 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: 207 shares; 2024Q4: 212 shares; 2025Q1: 206 shares; 2025Q2: 679 shares; 2025Q3: 679 shares 679 $56.3K 0.01% 0 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: 735 shares; 2024Q4: 586 shares; 2025Q1: 621 shares; 2025Q2: 664 shares; 2025Q3: 667 shares 667 $56.2K 0.01% +3 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: 319 shares; 2024Q4: 271 shares; 2025Q1: 261 shares; 2025Q2: 280 shares; 2025Q3: 295 shares 295 $56K 0.01% +15 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: 700 shares; 2024Q4: 835 shares; 2025Q1: 720 shares; 2025Q2: 678 shares; 2025Q3: 663 shares 663 $55.7K 0.01% -15 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 67 shares; 2025Q1: 1,028 shares; 2025Q2: 1,043 shares; 2025Q3: 1,117 shares 1,117 $54.8K 0.01% +74 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: 1,243 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,227 shares; 2025Q3: 1,214 shares 1,214 $54.6K 0.01% -13 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,551 shares; 2025Q1: 2,605 shares; 2025Q2: 2,651 shares; 2025Q3: 2,381 shares 2,381 $54.2K 0.01% -270 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: 736 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 713 shares; 2025Q3: 713 shares 713 $54.2K 0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $53.5K 0.01% 0 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: 334 shares; 2024Q4: 331 shares; 2025Q1: 337 shares; 2025Q2: 354 shares; 2025Q3: 404 shares 404 $53K 0.01% +50 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: 2,699 shares; 2024Q4: 3,155 shares; 2025Q1: 2,643 shares; 2025Q2: 1,021 shares; 2025Q3: 1,171 shares 1,171 $52.8K 0.01% +150 Timeline PSI 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $52.7K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 104 shares 104 $51.9K <0.01% +1 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: 475 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 469 shares; 2025Q3: 468 shares 468 $51.5K <0.01% -1 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: 548 shares; 2024Q4: 516 shares; 2025Q1: 559 shares; 2025Q2: 307 shares; 2025Q3: 256 shares 256 $50.8K <0.01% -51 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: 22 shares; 2024Q4: 26 shares; 2025Q1: 24 shares; 2025Q2: 36 shares; 2025Q3: 41 shares 41 $50.3K <0.01% +5 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: 78 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78 $49.2K <0.01% 0 Timeline XT 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares 667 $48K <0.01% 0 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: 101 shares; 2024Q4: 100 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $47.6K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 378 shares; 2025Q1: 327 shares; 2025Q2: 391 shares; 2025Q3: 391 shares 391 $46.9K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,481 shares; 2025Q1: 291 shares; 2025Q2: 195 shares; 2025Q3: 195 shares 195 $46.7K <0.01% 0 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: 1,149 shares; 2024Q4: 808 shares; 2025Q1: 939 shares; 2025Q2: 926 shares; 2025Q3: 748 shares 748 $46.7K <0.01% -178 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: 243 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 244 shares; 2025Q3: 248 shares 248 $46.5K <0.01% +4 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: 210 shares; 2024Q4: 452 shares; 2025Q1: 741 shares; 2025Q2: 703 shares; 2025Q3: 615 shares 615 $46.4K <0.01% -88 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 785 shares; 2025Q2: 756 shares; 2025Q3: 756 shares 756 $46.2K <0.01% 0 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: 679 shares; 2024Q4: 604 shares; 2025Q1: 590 shares; 2025Q2: 583 shares; 2025Q3: 576 shares 576 $46K <0.01% -7 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: 1,395 shares; 2024Q4: 788 shares; 2025Q1: 632 shares; 2025Q2: 288 shares; 2025Q3: 288 shares 288 $45.2K <0.01% 0 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: 2,263 shares; 2024Q4: 2,224 shares; 2025Q1: 1,565 shares; 2025Q2: 1,550 shares; 2025Q3: 1,593 shares 1,593 $45.1K <0.01% +43 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: 137 shares; 2024Q4: 138 shares; 2025Q1: 142 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $43.7K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 67 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares 690 $43.5K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 617 shares; 2025Q1: 615 shares; 2025Q2: 640 shares; 2025Q3: 640 shares 640 $43.3K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 552 shares; 2025Q1: 577 shares; 2025Q2: 608 shares; 2025Q3: 708 shares 708 $43K <0.01% +100 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: 205 shares; 2024Q4: 208 shares; 2025Q1: 237 shares; 2025Q2: 248 shares; 2025Q3: 248 shares 248 $42.9K <0.01% 0 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: 535 shares; 2024Q4: 524 shares; 2025Q1: 418 shares; 2025Q2: 425 shares; 2025Q3: 423 shares 423 $42.5K <0.01% -2 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: 402 shares; 2024Q4: 413 shares; 2025Q1: 375 shares; 2025Q2: 377 shares; 2025Q3: 377 shares 377 $42.4K <0.01% 0 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: 55 shares; 2024Q4: 56 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 81 shares 81 $42.4K <0.01% +1 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: 59 shares; 2024Q4: 65 shares; 2025Q1: 67 shares; 2025Q2: 66 shares; 2025Q3: 66 shares 66 $42.2K <0.01% 0 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: 291 shares; 2024Q4: 302 shares; 2025Q1: 299 shares; 2025Q2: 295 shares; 2025Q3: 297 shares 297 $42K <0.01% +2 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: 204 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 199 shares; 2025Q3: 201 shares 201 $41.3K <0.01% +2 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: 136 shares; 2024Q4: 134 shares; 2025Q1: 130 shares; 2025Q2: 134 shares; 2025Q3: 135 shares 135 $41.2K <0.01% +1 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: 121 shares; 2024Q4: 123 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares 138 $41.1K <0.01% 0 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: 264 shares; 2024Q4: 259 shares; 2025Q1: 276 shares; 2025Q2: 260 shares; 2025Q3: 260 shares 260 $41K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 587 shares; 2025Q1: 588 shares; 2025Q2: 585 shares; 2025Q3: 585 shares 585 $40.9K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares 136 $40.5K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 196 shares; 2025Q1: 157 shares; 2025Q2: 171 shares; 2025Q3: 171 shares 171 $40.4K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 357 shares; 2025Q1: 441 shares; 2025Q2: 430 shares; 2025Q3: 413 shares 413 $39.9K <0.01% -17 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: 1,052 shares; 2024Q4: 1,047 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares 883 $39.7K <0.01% 0 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: 188 shares; 2024Q4: 172 shares; 2025Q1: 173 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180 $39.5K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 78 shares; 2025Q1: 32 shares; 2025Q2: 101 shares; 2025Q3: 116 shares 116 $39.1K <0.01% +15 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: 1,098 shares; 2024Q4: 951 shares; 2025Q1: 843 shares; 2025Q2: 806 shares; 2025Q3: 808 shares 808 $39.1K <0.01% +2 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: 155 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 149 shares; 2025Q3: 149 shares 149 $38.7K <0.01% 0 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: 154 shares; 2024Q4: 149 shares; 2025Q1: 150 shares; 2025Q2: 149 shares; 2025Q3: 150 shares 150 $38.5K <0.01% +1 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: 392 shares; 2024Q4: 397 shares; 2025Q1: 406 shares; 2025Q2: 388 shares; 2025Q3: 389 shares 389 $38.2K <0.01% +1 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: 1,132 shares; 2024Q4: 1,129 shares; 2025Q1: 1,133 shares; 2025Q2: 666 shares; 2025Q3: 667 shares 667 $37.9K <0.01% +1 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: 780 shares; 2024Q4: 560 shares; 2025Q1: 566 shares; 2025Q2: 532 shares; 2025Q3: 532 shares 532 $37.8K <0.01% 0 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: 2,160 shares; 2024Q4: 2,116 shares; 2025Q1: 2,108 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares 2,012 $37.6K <0.01% 0 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: 364 shares; 2024Q4: 360 shares; 2025Q1: 298 shares; 2025Q2: 290 shares; 2025Q3: 296 shares 296 $37.3K <0.01% +6 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: 129 shares; 2024Q4: 109 shares; 2025Q1: 133 shares; 2025Q2: 129 shares; 2025Q3: 129 shares 129 $37.1K <0.01% 0 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: 196 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 391 shares; 2025Q3: 391 shares 391 $36.4K <0.01% 0 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: 684 shares; 2024Q4: 436 shares; 2025Q1: 454 shares; 2025Q2: 307 shares; 2025Q3: 318 shares 318 $36.4K <0.01% +11 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: 749 shares; 2024Q4: 743 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 746 shares 746 $36.3K <0.01% +6 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: 121 shares; 2024Q4: 72 shares; 2025Q1: 75 shares; 2025Q2: 72 shares; 2025Q3: 72 shares 72 $35.9K <0.01% 0 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: 548 shares; 2024Q4: 541 shares; 2025Q1: 548 shares; 2025Q2: 544 shares; 2025Q3: 533 shares 533 $35.7K <0.01% -11 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: 433 shares; 2024Q4: 352 shares; 2025Q1: 226 shares; 2025Q2: 229 shares; 2025Q3: 233 shares 233 $35.4K <0.01% +4 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: 358 shares; 2024Q4: 357 shares; 2025Q1: 363 shares; 2025Q2: 712 shares; 2025Q3: 712 shares 712 $34.9K <0.01% 0 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: 87 shares; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 40 shares; 2025Q3: 62 shares 62 $34.9K <0.01% +22 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,254 shares; 2025Q1: 1,228 shares; 2025Q2: 1,211 shares; 2025Q3: 1,201 shares 1,201 $34.7K <0.01% -10 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares 186 $34.3K <0.01% 0 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: 121 shares; 2024Q4: 123 shares; 2025Q1: 132 shares; 2025Q2: 130 shares; 2025Q3: 131 shares 131 $33.8K <0.01% +1 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: 31 shares; 2024Q4: 28 shares; 2025Q1: 40 shares; 2025Q2: 34 shares; 2025Q3: 35 shares 35 $33.4K <0.01% +1 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: 23 shares; 2024Q4: 135 shares; 2025Q1: 131 shares; 2025Q2: 141 shares; 2025Q3: 145 shares 145 $32.7K <0.01% +4 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 447 shares; 2025Q3: 447 shares 447 $32.6K <0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $32.6K <0.01% 0 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: 215 shares; 2024Q4: 228 shares; 2025Q1: 209 shares; 2025Q2: 243 shares; 2025Q3: 250 shares 250 $32.5K <0.01% +7 Timeline NVR NVR INC More: the full row for NVR 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 shares; 2025Q3: 4 shares 4 $32.1K <0.01% +1 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 100 shares; 2025Q3: 102 shares 102 $31.5K <0.01% +2 Timeline SCKT SOCKET MOBILE INC More: the full row for SOCKET MOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 21,542 shares; 2025Q1: 21,542 shares; 2025Q2: 21,542 shares; 2025Q3: 30,542 shares 30,542 $31.5K <0.01% +9,000 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 159 shares; 2025Q3: 159 shares 159 $31.2K <0.01% 0 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: 3,546 shares; 2025Q3: 1,000 shares 1,000 $31.1K <0.01% -2,546 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $31K <0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares 283 $30.7K <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: 88 shares; 2024Q4: 90 shares; 2025Q1: 91 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $30.1K <0.01% 0 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: 471 shares; 2024Q4: 466 shares; 2025Q1: 463 shares; 2025Q2: 393 shares; 2025Q3: 397 shares 397 $29.8K <0.01% +4 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: 59 shares; 2024Q4: 73 shares; 2025Q1: 88 shares; 2025Q2: 101 shares; 2025Q3: 92 shares 92 $29.6K <0.01% -9 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: 40 shares; 2024Q4: 50 shares; 2025Q1: 60 shares; 2025Q2: 63 shares; 2025Q3: 64 shares 64 $29.2K <0.01% +1 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $29K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 420 shares; 2025Q3: 559 shares 559 $28.8K <0.01% +139 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: 637 shares; 2024Q4: 629 shares; 2025Q1: 630 shares; 2025Q2: 622 shares; 2025Q3: 619 shares 619 $28.7K <0.01% -3 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: 228 shares; 2024Q4: 229 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 225 shares 225 $28.5K <0.01% -3 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,148 shares; 2025Q1: 625 shares; 2025Q2: 613 shares; 2025Q3: 377 shares 377 $28.5K <0.01% -236 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 84 shares; 2025Q1: 85 shares; 2025Q2: 86 shares; 2025Q3: 91 shares 91 $28.2K <0.01% +5 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: 253 shares; 2024Q4: 224 shares; 2025Q1: 207 shares; 2025Q2: 211 shares; 2025Q3: 199 shares 199 $27.7K <0.01% -12 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: 822 shares; 2024Q4: 752 shares; 2025Q1: 746 shares; 2025Q2: 699 shares; 2025Q3: 706 shares 706 $27.7K <0.01% +7 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: 413 shares; 2024Q4: 414 shares; 2025Q1: 413 shares; 2025Q2: 410 shares; 2025Q3: 410 shares 410 $27.6K <0.01% 0 Timeline EWG 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: 240 shares; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares 656 $27.3K <0.01% 0 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 6,451 shares 6,451 $27.3K <0.01% 0 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: 72 shares; 2024Q4: 63 shares; 2025Q1: 69 shares; 2025Q2: 180 shares; 2025Q3: 194 shares 194 $27.2K <0.01% +14 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 171 shares; 2025Q2: 168 shares; 2025Q3: 166 shares 166 $26.9K <0.01% -2 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: 135 shares; 2024Q4: 130 shares; 2025Q1: 125 shares; 2025Q2: 124 shares; 2025Q3: 132 shares 132 $26.6K <0.01% +8 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: 199 shares; 2024Q4: 243 shares; 2025Q1: 209 shares; 2025Q2: 205 shares; 2025Q3: 206 shares 206 $26.4K <0.01% +1 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: 326 shares; 2024Q4: 351 shares; 2025Q1: 377 shares; 2025Q2: 421 shares; 2025Q3: 392 shares 392 $26.4K <0.01% -29 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: 73 shares; 2024Q4: 76 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 97 shares 97 $26.4K <0.01% +3 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares; 2025Q1: 1,418 shares; 2025Q2: 1,360 shares; 2025Q3: 1,368 shares 1,368 $26.2K <0.01% +8 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: 126 shares; 2024Q4: 172 shares; 2025Q1: 174 shares; 2025Q2: 188 shares; 2025Q3: 188 shares 188 $26K <0.01% 0 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: 120 shares; 2024Q4: 122 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $25.8K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 349 shares; 2025Q1: 350 shares; 2025Q2: 344 shares; 2025Q3: 345 shares 345 $25.6K <0.01% +1 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $25.4K <0.01% 0 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 162 shares; 2025Q3: 177 shares 177 $25.3K <0.01% +15 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 96 shares 96 $25.2K <0.01% +33 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: not reported; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares 496 $25.2K <0.01% 0 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: 87 shares; 2024Q4: 89 shares; 2025Q1: 94 shares; 2025Q2: 72 shares; 2025Q3: 72 shares 72 $25.2K <0.01% 0 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: 86 shares; 2024Q4: 107 shares; 2025Q1: 71 shares; 2025Q2: 112 shares; 2025Q3: 114 shares 114 $25.1K <0.01% +2 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: 283 shares; 2024Q4: 283 shares; 2025Q1: 285 shares; 2025Q2: 283 shares; 2025Q3: 283 shares 283 $25K <0.01% 0 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: 1,523 shares; 2024Q4: 1,498 shares; 2025Q1: 1,519 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares 1,443 $24.9K <0.01% 0 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: 244 shares; 2024Q4: 245 shares; 2025Q1: 244 shares; 2025Q2: 251 shares; 2025Q3: 149 shares 149 $24.9K <0.01% -102 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: 646 shares; 2024Q4: 675 shares; 2025Q1: 503 shares; 2025Q2: 690 shares; 2025Q3: 634 shares 634 $24.8K <0.01% -56 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: 31,687 shares; 2024Q4: 31,889 shares; 2025Q1: 29,782 shares; 2025Q2: 30,458 shares; 2025Q3: 693 shares 693 $24.7K <0.01% -29,765 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: 799 shares; 2024Q4: 748 shares; 2025Q1: 749 shares; 2025Q2: 775 shares; 2025Q3: 718 shares 718 $24.7K <0.01% -57 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: 87 shares; 2024Q4: 94 shares; 2025Q1: 92 shares; 2025Q2: 82 shares; 2025Q3: 83 shares 83 $24K <0.01% +1 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: 321 shares; 2024Q4: 417 shares; 2025Q1: 405 shares; 2025Q2: 522 shares; 2025Q3: 506 shares 506 $23.9K <0.01% -16 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: 25 shares; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $23.8K <0.01% 0 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: 270 shares; 2024Q4: 274 shares; 2025Q1: 254 shares; 2025Q2: 305 shares; 2025Q3: 306 shares 306 $23.8K <0.01% +1 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: 94 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 85 shares 85 $23.8K <0.01% +1 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: 21 shares; 2024Q4: 20 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 18 shares 18 $23.7K <0.01% -7 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 36 shares; 2025Q1: 78 shares; 2025Q2: 70 shares; 2025Q3: 91 shares 91 $23.7K <0.01% +21 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 138 shares; 2025Q3: 138 shares 138 $23.6K <0.01% 0 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: 619 shares; 2024Q4: 751 shares; 2025Q1: 617 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $23.3K <0.01% 0 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: 318 shares; 2024Q4: 320 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares 318 $23.3K <0.01% 0 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 30 shares; 2025Q2: 32 shares; 2025Q3: 32 shares 32 $23K <0.01% 0 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: 1,356 shares; 2024Q4: 530 shares; 2025Q1: 1,278 shares; 2025Q2: 1,898 shares; 2025Q3: 1,914 shares 1,914 $22.9K <0.01% +16 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 176 shares; 2025Q1: 179 shares; 2025Q2: 174 shares; 2025Q3: 143 shares 143 $22.8K <0.01% -31 Timeline CIBR 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $22.8K <0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 80 shares; 2025Q3: 79 shares 79 $22.8K <0.01% -1 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: 1,001 shares; 2024Q4: 577 shares; 2025Q1: 308 shares; 2025Q2: 96 shares; 2025Q3: 90 shares 90 $22.6K <0.01% -6 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: 74 shares; 2024Q4: 115 shares; 2025Q1: 106 shares; 2025Q2: 108 shares; 2025Q3: 115 shares 115 $22.5K <0.01% +7 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares 332 $22.4K <0.01% 0 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: 113 shares; 2024Q4: 109 shares; 2025Q1: 108 shares; 2025Q2: 111 shares; 2025Q3: 111 shares 111 $22.3K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares 158 $22.1K <0.01% 0 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: 191 shares; 2024Q4: 193 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares 192 $22K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,180 shares; 2025Q1: 1,199 shares; 2025Q2: 1,021 shares; 2025Q3: 1,108 shares 1,108 $21.6K <0.01% +87 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 101 shares; 2025Q1: 103 shares; 2025Q2: 111 shares; 2025Q3: 111 shares 111 $21K <0.01% 0 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: 70 shares; 2024Q4: 73 shares; 2025Q1: 76 shares; 2025Q2: 73 shares; 2025Q3: 72 shares 72 $20.7K <0.01% -1 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 584 shares; 2025Q1: 637 shares; 2025Q2: 558 shares; 2025Q3: 558 shares 558 $20.6K <0.01% 0 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: 1,875 shares; 2024Q4: 1,562 shares; 2025Q1: 576 shares; 2025Q2: 147 shares; 2025Q3: 147 shares 147 $19.6K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 193 shares; 2025Q1: 161 shares; 2025Q2: 143 shares; 2025Q3: 136 shares 136 $19.1K <0.01% -7 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: 104 shares; 2024Q4: 105 shares; 2025Q1: 117 shares; 2025Q2: 119 shares; 2025Q3: 125 shares 125 $19K <0.01% +6 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: 509 shares; 2024Q4: 200 shares; 2025Q1: 190 shares; 2025Q2: 292 shares; 2025Q3: 294 shares 294 $18.9K <0.01% +2 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: 74 shares; 2024Q4: 77 shares; 2025Q1: 97 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $18.9K <0.01% 0 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: 594 shares; 2024Q4: 361 shares; 2025Q1: 547 shares; 2025Q2: 270 shares; 2025Q3: 225 shares 225 $18.8K <0.01% -45 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: 101 shares; 2024Q4: 102 shares; 2025Q1: 118 shares; 2025Q2: 131 shares; 2025Q3: 183 shares 183 $18.7K <0.01% +52 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: 114 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 108 shares; 2025Q3: 108 shares 108 $18.6K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 30 shares; 2025Q1: 35 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $18.6K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $18.5K <0.01% 0 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: 209 shares; 2024Q4: 234 shares; 2025Q1: 220 shares; 2025Q2: 218 shares; 2025Q3: 218 shares 218 $17.6K <0.01% 0 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: 38 shares; 2024Q4: 57 shares; 2025Q1: 61 shares; 2025Q2: 81 shares; 2025Q3: 81 shares 81 $17.4K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 311 shares; 2025Q1: 308 shares; 2025Q2: 306 shares; 2025Q3: 305 shares 305 $17.3K <0.01% -1 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 251 shares; 2025Q3: 250 shares 250 $17.1K <0.01% -1 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: 56 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $16.9K <0.01% 0 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: 391 shares; 2024Q4: 343 shares; 2025Q1: 351 shares; 2025Q2: 310 shares; 2025Q3: 115 shares 115 $16.8K <0.01% -195 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: 382 shares; 2024Q4: 381 shares; 2025Q1: 355 shares; 2025Q2: 372 shares; 2025Q3: 372 shares 372 $16.6K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 56 shares; 2025Q1: 66 shares; 2025Q2: 76 shares; 2025Q3: 70 shares 70 $16.4K <0.01% -6 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 172 shares; 2025Q3: 165 shares 165 $16.3K <0.01% -7 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 415 shares; 2025Q1: 350 shares; 2025Q2: 604 shares; 2025Q3: 696 shares 696 $16K <0.01% +92 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: 316 shares; 2024Q4: 351 shares; 2025Q1: 320 shares; 2025Q2: 321 shares; 2025Q3: 238 shares 238 $15.9K <0.01% -83 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: 123 shares; 2024Q4: 121 shares; 2025Q1: 127 shares; 2025Q2: 114 shares; 2025Q3: 114 shares 114 $15.7K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 79 shares; 2025Q1: 137 shares; 2025Q2: 153 shares; 2025Q3: 151 shares 151 $15.6K <0.01% -2 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 63 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $15.2K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 345 shares; 2025Q2: 311 shares; 2025Q3: 315 shares 315 $15.1K <0.01% +4 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: 118 shares; 2024Q4: 171 shares; 2025Q1: 137 shares; 2025Q2: 123 shares; 2025Q3: 120 shares 120 $14.6K <0.01% -3 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: 172 shares; 2024Q4: 112 shares; 2025Q1: 117 shares; 2025Q2: 101 shares; 2025Q3: 101 shares 101 $14.5K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 183 shares; 2025Q1: 107 shares; 2025Q2: 292 shares; 2025Q3: 292 shares 292 $14.4K <0.01% 0 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: 49 shares; 2024Q4: 55 shares; 2025Q1: 54 shares; 2025Q2: 66 shares; 2025Q3: 48 shares 48 $14.4K <0.01% -18 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: 80 shares; 2024Q4: 118 shares; 2025Q1: 82 shares; 2025Q2: 104 shares; 2025Q3: 106 shares 106 $14.1K <0.01% +2 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 25 shares; 2025Q1: 27 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $14.1K <0.01% 0 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: 1,225 shares; 2024Q4: 1,181 shares; 2025Q1: 1,364 shares; 2025Q2: 1,357 shares; 2025Q3: 859 shares 859 $13.9K <0.01% -498 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: 60 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 79 shares; 2025Q3: 73 shares 73 $13.9K <0.01% -6 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 152 shares; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $13.9K <0.01% 0 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: 623 shares; 2024Q4: 627 shares; 2025Q1: 635 shares; 2025Q2: 144 shares; 2025Q3: 144 shares 144 $13.9K <0.01% 0 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: 48 shares; 2024Q4: 247 shares; 2025Q1: 249 shares; 2025Q2: 241 shares; 2025Q3: 244 shares 244 $13.9K <0.01% +3 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: 332 shares; 2024Q4: 364 shares; 2025Q1: 306 shares; 2025Q2: 299 shares; 2025Q3: 302 shares 302 $13.8K <0.01% +3 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: 139 shares; 2024Q4: 141 shares; 2025Q1: 139 shares; 2025Q2: 137 shares; 2025Q3: 137 shares 137 $13.8K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: 78 shares; 2025Q2: 76 shares; 2025Q3: 71 shares 71 $13.7K <0.01% -5 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: 149 shares; 2024Q4: 148 shares; 2025Q1: 146 shares; 2025Q2: 166 shares; 2025Q3: 166 shares 166 $13.7K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 79 shares; 2025Q3: 96 shares 96 $13.5K <0.01% +17 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 292 shares; 2025Q1: 291 shares; 2025Q2: 277 shares; 2025Q3: 275 shares 275 $13.5K <0.01% -2 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 474 shares; 2025Q1: 466 shares; 2025Q2: 420 shares; 2025Q3: 418 shares 418 $13.3K <0.01% -2 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 305 shares; 2025Q1: 287 shares; 2025Q2: 293 shares; 2025Q3: 213 shares 213 $13.1K <0.01% -80 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 16 shares; 2025Q1: 10 shares; 2025Q2: 22 shares; 2025Q3: 42 shares 42 $13K <0.01% +20 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $12.9K <0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 340 shares; 2025Q2: 343 shares; 2025Q3: 343 shares 343 $12.8K <0.01% 0 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: 35 shares; 2024Q4: 37 shares; 2025Q1: 34 shares; 2025Q2: 41 shares; 2025Q3: 41 shares 41 $12.6K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 199 shares; 2025Q1: 24 shares; 2025Q2: 150 shares; 2025Q3: 172 shares 172 $12.4K <0.01% +22 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 215 shares; 2025Q2: 113 shares; 2025Q3: 92 shares 92 $12.4K <0.01% -21 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 77 shares; 2025Q1: 76 shares; 2025Q2: 75 shares; 2025Q3: 64 shares 64 $12.4K <0.01% -11 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: 103 shares; 2024Q4: 66 shares; 2025Q1: 68 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83 $12.2K <0.01% 0 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: 1 shares; 2025Q2: 31 shares; 2025Q3: 32 shares 32 $12.1K <0.01% +1 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 21 shares; 2025Q1: 38 shares; 2025Q2: 73 shares; 2025Q3: 77 shares 77 $12K <0.01% +4 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: 55 shares; 2024Q4: 74 shares; 2025Q1: 63 shares; 2025Q2: 70 shares; 2025Q3: 50 shares 50 $12K <0.01% -20 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: 7 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 8 shares 8 $12K <0.01% +2 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares 81 $11.8K <0.01% 0 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: 43 shares; 2024Q4: 42 shares; 2025Q1: 41 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47 $11.6K <0.01% 0 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: 11 shares; 2024Q4: 12 shares; 2025Q1: 24 shares; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $11.6K <0.01% 0 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: 199 shares; 2024Q4: 196 shares; 2025Q1: 221 shares; 2025Q2: 169 shares; 2025Q3: 131 shares 131 $11.5K <0.01% -38 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 7 shares; 2025Q3: 6 shares 6 $11.5K <0.01% -1 Timeline