AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,080 shares; 2024Q4: 1,072,407 shares; 2025Q1: 1,116,240 shares; 2025Q2: 1,311,189 shares; 2025Q3: 1,397,127 shares 1,397,127 $65.6M 7.63% +85,938 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: 54,602 shares; 2024Q4: 158,564 shares; 2025Q1: 154,541 shares; 2025Q2: 276,103 shares; 2025Q3: 311,799 shares 311,799 $43.1M 5.02% +35,696 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,979 shares; 2024Q4: 360,326 shares; 2025Q1: 452,457 shares; 2025Q2: 958,195 shares; 2025Q3: 820,700 shares 820,700 $41.6M 4.85% -137,495 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: 129,254 shares; 2024Q4: 169,004 shares; 2025Q1: 166,655 shares; 2025Q2: 155,848 shares; 2025Q3: 163,029 shares 163,029 $30.4M 3.54% +7,181 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: 102,859 shares; 2024Q4: 121,788 shares; 2025Q1: 119,082 shares; 2025Q2: 104,702 shares; 2025Q3: 110,352 shares 110,352 $28.1M 3.27% +5,650 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: 77,165 shares; 2024Q4: 96,388 shares; 2025Q1: 98,095 shares; 2025Q2: 93,767 shares; 2025Q3: 98,410 shares 98,410 $27.6M 3.21% +4,643 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,336 shares; 2024Q4: 57,290 shares; 2025Q1: 55,210 shares; 2025Q2: 48,179 shares; 2025Q3: 51,055 shares 51,055 $26.4M 3.08% +2,876 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: 56,965 shares; 2024Q4: 92,836 shares; 2025Q1: 91,922 shares; 2025Q2: 86,247 shares; 2025Q3: 87,686 shares 87,686 $21.3M 2.48% +1,439 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: 150,065 shares; 2024Q4: 153,513 shares; 2025Q1: 153,577 shares; 2025Q2: 149,104 shares; 2025Q3: 148,988 shares 148,988 $16.8M 1.96% -116 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: 52,149 shares; 2024Q4: 74,719 shares; 2025Q1: 74,201 shares; 2025Q2: 72,820 shares; 2025Q3: 75,785 shares 75,785 $16.6M 1.94% +2,965 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: 28,013 shares; 2024Q4: 26,175 shares; 2025Q1: 29,609 shares; 2025Q2: 29,663 shares; 2025Q3: 30,677 shares 30,677 $13.6M 1.59% +1,014 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,547 shares; 2024Q4: 674,715 shares; 2025Q1: 683,301 shares; 2025Q2: 662,019 shares; 2025Q3: 647,864 shares 647,864 $13.3M 1.54% -14,155 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: 9,753 shares; 2024Q4: 17,041 shares; 2025Q1: 16,877 shares; 2025Q2: 15,940 shares; 2025Q3: 16,716 shares 16,716 $12.3M 1.43% +776 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: 26,290 shares; 2024Q4: 40,971 shares; 2025Q1: 39,612 shares; 2025Q2: 35,078 shares; 2025Q3: 36,904 shares 36,904 $12.2M 1.42% +1,826 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: 19,908 shares; 2024Q4: 28,723 shares; 2025Q1: 29,260 shares; 2025Q2: 29,960 shares; 2025Q3: 31,489 shares 31,489 $9.93M 1.16% +1,529 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: 53,558 shares; 2024Q4: 73,513 shares; 2025Q1: 92,073 shares; 2025Q2: 83,279 shares; 2025Q3: 85,710 shares 85,710 $8.83M 1.03% +2,431 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: 12,769 shares; 2024Q4: 15,873 shares; 2025Q1: 16,570 shares; 2025Q2: 16,662 shares; 2025Q3: 17,014 shares 17,014 $8.55M 1% +352 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: 32,062 shares; 2024Q4: 36,788 shares; 2025Q1: 38,099 shares; 2025Q2: 43,021 shares; 2025Q3: 46,825 shares 46,825 $8.34M 0.97% +3,804 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 8,495 shares; 2025Q1: 8,329 shares; 2025Q2: 8,139 shares; 2025Q3: 8,174 shares 8,174 $7.91M 0.92% +35 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 10,019 shares; 2025Q1: 10,801 shares; 2025Q2: 10,702 shares; 2025Q3: 10,311 shares 10,311 $7.87M 0.92% -391 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: 71,527 shares; 2024Q4: 57,535 shares; 2025Q1: 58,624 shares; 2025Q2: 63,949 shares; 2025Q3: 62,757 shares 62,757 $7.19M 0.84% -1,192 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: 33,102 shares; 2024Q4: 31,519 shares; 2025Q1: 30,159 shares; 2025Q2: 33,192 shares; 2025Q3: 32,987 shares 32,987 $6.4M 0.74% -205 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,050 shares; 2024Q4: 167,665 shares; 2025Q1: 106,946 shares; 2025Q2: 182,226 shares; 2025Q3: 119,153 shares 119,153 $6.35M 0.74% -63,073 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,334 shares; 2024Q4: 21,370 shares; 2025Q1: 21,769 shares; 2025Q2: 22,946 shares; 2025Q3: 23,312 shares 23,312 $6.23M 0.73% +366 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,333 shares; 2024Q4: 81,078 shares; 2025Q1: 81,514 shares; 2025Q2: 84,074 shares; 2025Q3: 86,705 shares 86,705 $6.15M 0.72% +2,631 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: 11,699 shares; 2024Q4: 15,251 shares; 2025Q1: 15,285 shares; 2025Q2: 15,766 shares; 2025Q3: 16,666 shares 16,666 $5.69M 0.66% +900 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: 6,518 shares; 2024Q4: 5,329 shares; 2025Q1: 5,604 shares; 2025Q2: 6,906 shares; 2025Q3: 7,203 shares 7,203 $5.64M 0.66% +297 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,362 shares; 2024Q4: 40,525 shares; 2025Q1: 39,993 shares; 2025Q2: 42,083 shares; 2025Q3: 43,531 shares 43,531 $5.58M 0.65% +1,448 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,580 shares; 2024Q4: 68,204 shares; 2025Q1: 66,992 shares; 2025Q2: 69,527 shares; 2025Q3: 72,027 shares 72,027 $5.53M 0.64% +2,500 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,403 shares; 2024Q4: 66,168 shares; 2025Q1: 69,958 shares; 2025Q2: 76,678 shares; 2025Q3: 81,730 shares 81,730 $5.2M 0.6% +5,052 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: 4,035 shares; 2024Q4: 6,306 shares; 2025Q1: 6,426 shares; 2025Q2: 6,327 shares; 2025Q3: 6,425 shares 6,425 $5.12M 0.6% +98 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,584 shares; 2025Q1: 59,738 shares; 2025Q2: 337,401 shares; 2025Q3: 336,900 shares 336,900 $5.03M 0.59% -501 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: 21,854 shares; 2024Q4: 23,140 shares; 2025Q1: 24,037 shares; 2025Q2: 25,081 shares; 2025Q3: 26,388 shares 26,388 $4.95M 0.58% +1,307 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: 8,004 shares; 2024Q4: 11,150 shares; 2025Q1: 11,251 shares; 2025Q2: 11,161 shares; 2025Q3: 11,665 shares 11,665 $4.73M 0.55% +504 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,503 shares; 2024Q4: 61,755 shares; 2025Q1: 62,121 shares; 2025Q2: 63,559 shares; 2025Q3: 65,905 shares 65,905 $4.71M 0.55% +2,346 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: 6,847 shares; 2024Q4: 8,194 shares; 2025Q1: 8,316 shares; 2025Q2: 7,841 shares; 2025Q3: 8,261 shares 8,261 $4.7M 0.55% +420 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,937 shares; 2024Q4: 22,119 shares; 2025Q1: 24,266 shares; 2025Q2: 23,882 shares; 2025Q3: 24,451 shares 24,451 $4.67M 0.54% +569 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: 13,320 shares; 2024Q4: 19,056 shares; 2025Q1: 18,799 shares; 2025Q2: 18,850 shares; 2025Q3: 19,735 shares 19,735 $4.57M 0.53% +885 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 54,894 shares; 2025Q3: 72,821 shares 72,821 $4.57M 0.53% +17,927 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,729 shares; 2024Q4: 315,552 shares; 2025Q1: 348,356 shares; 2025Q2: 408,041 shares; 2025Q3: 341,501 shares 341,501 $4.49M 0.52% -66,540 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: 19,960 shares; 2024Q4: 21,514 shares; 2025Q1: 22,110 shares; 2025Q2: 23,676 shares; 2025Q3: 25,060 shares 25,060 $4.33M 0.5% +1,384 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,721 shares; 2024Q4: 249,806 shares; 2025Q1: 252,396 shares; 2025Q2: 262,612 shares; 2025Q3: 271,596 shares 271,596 $4.33M 0.5% +8,984 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: 67,748 shares; 2024Q4: 77,874 shares; 2025Q1: 79,528 shares; 2025Q2: 80,957 shares; 2025Q3: 83,905 shares 83,905 $4.33M 0.5% +2,948 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,130 shares; 2024Q4: 138,310 shares; 2025Q1: 138,840 shares; 2025Q2: 144,160 shares; 2025Q3: 149,004 shares 149,004 $4.29M 0.5% +4,844 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: 19,747 shares; 2024Q4: 24,412 shares; 2025Q1: 24,114 shares; 2025Q2: 21,466 shares; 2025Q3: 22,794 shares 22,794 $4.23M 0.49% +1,328 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: 2,777 shares; 2024Q4: 3,347 shares; 2025Q1: 3,447 shares; 2025Q2: 3,243 shares; 2025Q3: 3,410 shares 3,410 $4.09M 0.48% +167 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: 3,023 shares; 2024Q4: 4,279 shares; 2025Q1: 4,299 shares; 2025Q2: 4,330 shares; 2025Q3: 4,408 shares 4,408 $4.08M 0.47% +78 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: 5,750 shares; 2024Q4: 8,537 shares; 2025Q1: 8,577 shares; 2025Q2: 8,370 shares; 2025Q3: 8,451 shares 8,451 $4.03M 0.47% +81 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,931 shares; 2024Q4: 158,087 shares; 2025Q1: 184,454 shares; 2025Q2: 203,691 shares; 2025Q3: 209,005 shares 209,005 $3.95M 0.46% +5,314 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,719 shares; 2024Q4: 139,852 shares; 2025Q1: 147,525 shares; 2025Q2: 157,347 shares; 2025Q3: 143,905 shares 143,905 $3.86M 0.45% -13,442 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: 30,183 shares; 2024Q4: 36,093 shares; 2025Q1: 36,663 shares; 2025Q2: 37,348 shares; 2025Q3: 37,563 shares 37,563 $3.81M 0.44% +215 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,359 shares; 2024Q4: 209,726 shares; 2025Q1: 237,138 shares; 2025Q2: 279,449 shares; 2025Q3: 278,281 shares 278,281 $3.81M 0.44% -1,168 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: 45,164 shares; 2024Q4: 53,242 shares; 2025Q1: 54,365 shares; 2025Q2: 56,338 shares; 2025Q3: 61,434 shares 61,434 $3.73M 0.43% +5,096 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,591 shares; 2024Q4: 342,892 shares; 2025Q1: 330,593 shares; 2025Q2: 345,069 shares; 2025Q3: 355,996 shares 355,996 $3.73M 0.43% +10,927 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: 10,014 shares; 2024Q4: 11,267 shares; 2025Q1: 11,424 shares; 2025Q2: 12,326 shares; 2025Q3: 12,747 shares 12,747 $3.68M 0.43% +421 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: 6,778 shares; 2024Q4: 7,013 shares; 2025Q1: 6,967 shares; 2025Q2: 7,176 shares; 2025Q3: 7,606 shares 7,606 $3.61M 0.42% +430 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: 19,193 shares; 2024Q4: 19,746 shares; 2025Q1: 19,821 shares; 2025Q2: 20,168 shares; 2025Q3: 21,505 shares 21,505 $3.6M 0.42% +1,337 Timeline IYR 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: 6,452 shares; 2024Q4: 20,335 shares; 2025Q1: 20,335 shares; 2025Q2: 37,035 shares; 2025Q3: 37,041 shares 37,041 $3.6M 0.42% +6 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: 21,786 shares; 2024Q4: 24,876 shares; 2025Q1: 24,974 shares; 2025Q2: 25,436 shares; 2025Q3: 26,699 shares 26,699 $3.58M 0.42% +1,263 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,891 shares; 2024Q4: 56,550 shares; 2025Q1: 56,969 shares; 2025Q2: 58,671 shares; 2025Q3: 59,745 shares 59,745 $3.54M 0.41% +1,074 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: 1,128 shares; 2024Q4: 11,275 shares; 2025Q1: 11,612 shares; 2025Q2: 11,156 shares; 2025Q3: 11,629 shares 11,629 $3.5M 0.41% +473 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,467 shares; 2024Q4: 105,983 shares; 2025Q1: 115,707 shares; 2025Q2: 137,708 shares; 2025Q3: 149,764 shares 149,764 $3.42M 0.4% +12,056 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: 38,016 shares; 2024Q4: 48,405 shares; 2025Q1: 47,854 shares; 2025Q2: 47,718 shares; 2025Q3: 49,985 shares 49,985 $3.34M 0.39% +2,267 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: 7,201 shares; 2024Q4: 10,763 shares; 2025Q1: 11,086 shares; 2025Q2: 10,705 shares; 2025Q3: 11,774 shares 11,774 $3.31M 0.39% +1,069 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: 4,383 shares; 2024Q4: 4,376 shares; 2025Q1: 4,550 shares; 2025Q2: 5,010 shares; 2025Q3: 5,337 shares 5,337 $3.28M 0.38% +327 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: 41,731 shares; 2024Q4: 42,506 shares; 2025Q1: 35,596 shares; 2025Q2: 35,903 shares; 2025Q3: 37,750 shares 37,750 $3.16M 0.37% +1,847 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: 38,997 shares; 2024Q4: 44,220 shares; 2025Q1: 44,503 shares; 2025Q2: 43,621 shares; 2025Q3: 44,595 shares 44,595 $3.05M 0.36% +974 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: 24,483 shares; 2024Q4: 29,820 shares; 2025Q1: 29,992 shares; 2025Q2: 30,817 shares; 2025Q3: 31,670 shares 31,670 $3M 0.35% +853 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: 19,235 shares; 2024Q4: 19,628 shares; 2025Q1: 19,535 shares; 2025Q2: 19,477 shares; 2025Q3: 19,232 shares 19,232 $2.96M 0.34% -245 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: 11,940 shares; 2024Q4: 14,423 shares; 2025Q1: 14,272 shares; 2025Q2: 13,800 shares; 2025Q3: 14,028 shares 14,028 $2.95M 0.34% +228 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: 15,215 shares; 2024Q4: 19,683 shares; 2025Q1: 19,467 shares; 2025Q2: 18,644 shares; 2025Q3: 18,958 shares 18,958 $2.94M 0.34% +314 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,245 shares; 2025Q1: 3,359 shares; 2025Q2: 3,361 shares; 2025Q3: 4,375 shares 4,375 $2.92M 0.34% +1,014 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: 5,080 shares; 2024Q4: 9,410 shares; 2025Q1: 9,426 shares; 2025Q2: 9,500 shares; 2025Q3: 9,550 shares 9,550 $2.9M 0.34% +50 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,782 shares; 2024Q4: 38,879 shares; 2025Q1: 38,410 shares; 2025Q2: 40,339 shares; 2025Q3: 84,267 shares 84,267 $2.88M 0.34% +43,928 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: 12,663 shares; 2024Q4: 17,921 shares; 2025Q1: 17,522 shares; 2025Q2: 17,885 shares; 2025Q3: 17,517 shares 17,517 $2.83M 0.33% -368 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,078 shares; 2024Q4: 51,026 shares; 2025Q1: 51,523 shares; 2025Q2: 50,524 shares; 2025Q3: 50,715 shares 50,715 $2.83M 0.33% +191 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: 9,977 shares; 2024Q4: 10,529 shares; 2025Q1: 10,598 shares; 2025Q2: 9,739 shares; 2025Q3: 9,884 shares 9,884 $2.79M 0.32% +145 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,424 shares; 2024Q4: 135,835 shares; 2025Q1: 133,829 shares; 2025Q2: 139,672 shares; 2025Q3: 143,664 shares 143,664 $2.77M 0.32% +3,992 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: not reported; 2024Q4: 18,819 shares; 2025Q1: 18,819 shares; 2025Q2: 18,819 shares; 2025Q3: 18,819 shares 18,819 $2.68M 0.31% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,561 shares; 2025Q1: 174,314 shares; 2025Q2: 180,325 shares; 2025Q3: 161,329 shares 161,329 $2.67M 0.31% -18,996 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,504 shares; 2024Q4: 222,149 shares; 2025Q1: 232,348 shares; 2025Q2: 245,587 shares; 2025Q3: 169,000 shares 169,000 $2.64M 0.31% -76,587 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,145 shares; 2024Q4: 142,816 shares; 2025Q1: 145,120 shares; 2025Q2: 151,031 shares; 2025Q3: 156,556 shares 156,556 $2.62M 0.31% +5,525 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: 34,400 shares; 2024Q4: 23,330 shares; 2025Q1: 22,890 shares; 2025Q2: 25,801 shares; 2025Q3: 27,161 shares 27,161 $2.62M 0.31% +1,360 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: 27,177 shares; 2024Q4: 29,969 shares; 2025Q1: 30,169 shares; 2025Q2: 33,238 shares; 2025Q3: 35,304 shares 35,304 $2.49M 0.29% +2,066 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,589 shares; 2024Q4: 61,658 shares; 2025Q1: 54,373 shares; 2025Q2: 59,734 shares; 2025Q3: 44,550 shares 44,550 $2.47M 0.29% -15,184 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,539 shares; 2024Q4: 47,153 shares; 2025Q1: 47,492 shares; 2025Q2: 48,756 shares; 2025Q3: 46,533 shares 46,533 $2.47M 0.29% -2,223 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,974 shares; 2024Q4: 61,249 shares; 2025Q1: 63,019 shares; 2025Q2: 71,100 shares; 2025Q3: 74,558 shares 74,558 $2.46M 0.29% +3,458 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: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 4,081 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares 3,675 $2.46M 0.29% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,505 shares; 2025Q1: 197,494 shares; 2025Q2: 203,259 shares; 2025Q3: 204,109 shares 204,109 $2.45M 0.28% +850 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: 17,798 shares; 2024Q4: 22,376 shares; 2025Q1: 22,389 shares; 2025Q2: 20,835 shares; 2025Q3: 21,215 shares 21,215 $2.43M 0.28% +380 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: 2,870 shares; 2024Q4: 3,414 shares; 2025Q1: 3,402 shares; 2025Q2: 3,392 shares; 2025Q3: 3,532 shares 3,532 $2.41M 0.28% +140 Timeline USRT 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: 10,337 shares; 2024Q4: 31,896 shares; 2025Q1: 40,346 shares; 2025Q2: 30,446 shares; 2025Q3: 40,373 shares 40,373 $2.37M 0.28% +9,927 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: 17,485 shares; 2024Q4: 20,016 shares; 2025Q1: 20,769 shares; 2025Q2: 22,341 shares; 2025Q3: 23,005 shares 23,005 $2.36M 0.28% +664 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: 5,596 shares; 2024Q4: 10,349 shares; 2025Q1: 10,433 shares; 2025Q2: 9,681 shares; 2025Q3: 9,804 shares 9,804 $2.32M 0.27% +123 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,579 shares; 2024Q4: 30,679 shares; 2025Q1: 30,820 shares; 2025Q2: 31,180 shares; 2025Q3: 31,210 shares 31,210 $2.27M 0.26% +30 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,531 shares; 2025Q1: 81,753 shares; 2025Q2: 100,105 shares; 2025Q3: 102,757 shares 102,757 $2.25M 0.26% +2,652 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: 10,273 shares; 2024Q4: 12,039 shares; 2025Q1: 11,977 shares; 2025Q2: 12,036 shares; 2025Q3: 12,171 shares 12,171 $2.24M 0.26% +135 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: 9,105 shares; 2024Q4: 9,972 shares; 2025Q1: 10,241 shares; 2025Q2: 11,094 shares; 2025Q3: 11,304 shares 11,304 $2.2M 0.26% +210 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,420 shares; 2024Q4: 47,664 shares; 2025Q1: 46,674 shares; 2025Q2: 48,852 shares; 2025Q3: 50,325 shares 50,325 $2.19M 0.26% +1,473 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: 9,528 shares; 2024Q4: 9,189 shares; 2025Q1: 9,231 shares; 2025Q2: 9,359 shares; 2025Q3: 9,130 shares 9,130 $2.17M 0.25% -229 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,530 shares; 2024Q4: 40,993 shares; 2025Q1: 41,550 shares; 2025Q2: 43,523 shares; 2025Q3: 45,235 shares 45,235 $2.16M 0.25% +1,712 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: 11,781 shares; 2024Q4: 13,563 shares; 2025Q1: 13,645 shares; 2025Q2: 15,070 shares; 2025Q3: 15,107 shares 15,107 $2.13M 0.25% +37 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,457 shares; 2024Q4: 41,457 shares; 2025Q1: 31,457 shares; 2025Q2: 31,457 shares; 2025Q3: 41,319 shares 41,319 $2.11M 0.25% +9,862 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 2,114 shares; 2025Q1: 2,146 shares; 2025Q2: 2,234 shares; 2025Q3: 2,288 shares 2,288 $2.11M 0.25% +54 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: 10,691 shares; 2024Q4: 13,019 shares; 2025Q1: 13,051 shares; 2025Q2: 12,857 shares; 2025Q3: 12,629 shares 12,629 $2.1M 0.24% -228 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,731 shares; 2025Q1: 156,047 shares; 2025Q2: 175,837 shares; 2025Q3: 160,862 shares 160,862 $2.1M 0.24% -14,975 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,308 shares; 2024Q4: 76,591 shares; 2025Q1: 75,537 shares; 2025Q2: 77,880 shares; 2025Q3: 80,080 shares 80,080 $2.09M 0.24% +2,200 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: 16,906 shares; 2024Q4: 17,035 shares; 2025Q1: 17,035 shares; 2025Q2: 16,769 shares; 2025Q3: 16,815 shares 16,815 $2.08M 0.24% +46 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,612 shares; 2024Q4: 285,691 shares; 2025Q1: 287,646 shares; 2025Q2: 300,138 shares; 2025Q3: 309,510 shares 309,510 $2.07M 0.24% +9,372 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: 386 shares; 2024Q4: 379 shares; 2025Q1: 377 shares; 2025Q2: 375 shares; 2025Q3: 380 shares 380 $2.05M 0.24% +5 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: 9,583 shares; 2024Q4: 20,056 shares; 2025Q1: 20,548 shares; 2025Q2: 19,908 shares; 2025Q3: 20,768 shares 20,768 $2.03M 0.24% +860 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: 5,313 shares; 2024Q4: 7,104 shares; 2025Q1: 7,028 shares; 2025Q2: 7,258 shares; 2025Q3: 7,173 shares 7,173 $2.02M 0.24% -85 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189,129 shares; 2025Q1: 197,677 shares; 2025Q2: 205,757 shares; 2025Q3: 203,085 shares 203,085 $1.96M 0.23% -2,672 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,003 shares; 2025Q1: 9,649 shares; 2025Q2: 9,486 shares; 2025Q3: 11,432 shares 11,432 $1.91M 0.22% +1,946 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,823 shares; 2024Q4: 53,563 shares; 2025Q1: 55,738 shares; 2025Q2: 53,960 shares; 2025Q3: 55,399 shares 55,399 $1.91M 0.22% +1,439 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: 47,598 shares; 2024Q4: 46,447 shares; 2025Q1: 46,536 shares; 2025Q2: 42,852 shares; 2025Q3: 43,325 shares 43,325 $1.9M 0.22% +473 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: 16,353 shares; 2024Q4: 19,473 shares; 2025Q1: 19,535 shares; 2025Q2: 19,853 shares; 2025Q3: 19,775 shares 19,775 $1.9M 0.22% -78 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,816 shares; 2024Q4: 56,994 shares; 2025Q1: 57,834 shares; 2025Q2: 60,225 shares; 2025Q3: 62,648 shares 62,648 $1.89M 0.22% +2,423 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,211 shares; 2024Q4: 24,416 shares; 2025Q1: 24,964 shares; 2025Q2: 27,372 shares; 2025Q3: 28,676 shares 28,676 $1.88M 0.22% +1,304 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: 4,923 shares; 2024Q4: 6,097 shares; 2025Q1: 5,862 shares; 2025Q2: 5,827 shares; 2025Q3: 5,318 shares 5,318 $1.88M 0.22% -509 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: 6,669 shares; 2024Q4: 8,073 shares; 2025Q1: 8,404 shares; 2025Q2: 8,206 shares; 2025Q3: 5,406 shares 5,406 $1.87M 0.22% -2,800 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,063 shares; 2024Q4: 135,528 shares; 2025Q1: 147,450 shares; 2025Q2: 185,208 shares; 2025Q3: 171,250 shares 171,250 $1.82M 0.21% -13,958 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: 21,572 shares; 2024Q4: 24,581 shares; 2025Q1: 24,773 shares; 2025Q2: 23,797 shares; 2025Q3: 21,245 shares 21,245 $1.8M 0.21% -2,552 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,851 shares; 2024Q4: 369,006 shares; 2025Q1: 360,018 shares; 2025Q2: 379,011 shares; 2025Q3: 390,555 shares 390,555 $1.77M 0.21% +11,544 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: 15,353 shares; 2024Q4: 16,635 shares; 2025Q1: 15,255 shares; 2025Q2: 14,010 shares; 2025Q3: 12,611 shares 12,611 $1.77M 0.21% -1,399 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: 3,391 shares; 2024Q4: 4,402 shares; 2025Q1: 4,275 shares; 2025Q2: 3,854 shares; 2025Q3: 3,538 shares 3,538 $1.72M 0.2% -316 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,536 shares; 2025Q1: 73,002 shares; 2025Q2: 78,290 shares; 2025Q3: 81,506 shares 81,506 $1.68M 0.2% +3,216 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,733 shares; 2024Q4: 20,448 shares; 2025Q1: 21,087 shares; 2025Q2: 22,373 shares; 2025Q3: 23,114 shares 23,114 $1.68M 0.2% +741 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: 23,147 shares; 2024Q4: 25,202 shares; 2025Q1: 20,280 shares; 2025Q2: 18,388 shares; 2025Q3: 17,054 shares 17,054 $1.61M 0.19% -1,334 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,189 shares; 2025Q3: 8,789 shares 8,789 $1.6M 0.19% +600 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: 6,461 shares; 2024Q4: 7,400 shares; 2025Q1: 7,426 shares; 2025Q2: 7,050 shares; 2025Q3: 6,488 shares 6,488 $1.6M 0.19% -562 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: 761 shares; 2024Q4: 4,065 shares; 2025Q1: 4,077 shares; 2025Q2: 4,027 shares; 2025Q3: 4,265 shares 4,265 $1.6M 0.19% +238 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,981 shares; 2024Q4: 27,981 shares; 2025Q1: 25,152 shares; 2025Q2: 25,161 shares; 2025Q3: 26,520 shares 26,520 $1.59M 0.18% +1,359 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: not reported; 2024Q4: 11,407 shares; 2025Q1: 11,407 shares; 2025Q2: 11,211 shares; 2025Q3: 11,211 shares 11,211 $1.57M 0.18% 0 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: 8,535 shares; 2024Q4: 9,633 shares; 2025Q1: 9,163 shares; 2025Q2: 8,682 shares; 2025Q3: 7,834 shares 7,834 $1.56M 0.18% -848 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: not reported; 2024Q4: 5,239 shares; 2025Q1: 5,388 shares; 2025Q2: 5,810 shares; 2025Q3: 6,166 shares 6,166 $1.52M 0.18% +356 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: 502 shares; 2024Q4: 3,595 shares; 2025Q1: 3,638 shares; 2025Q2: 3,373 shares; 2025Q3: 3,377 shares 3,377 $1.51M 0.18% +4 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 21,913 shares; 2025Q1: 21,600 shares; 2025Q2: 21,845 shares; 2025Q3: 22,573 shares 22,573 $1.49M 0.17% +728 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: not reported; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares 4,560 $1.46M 0.17% 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: 3,640 shares; 2024Q4: 8,067 shares; 2025Q1: 8,037 shares; 2025Q2: 7,766 shares; 2025Q3: 7,118 shares 7,118 $1.46M 0.17% -648 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: 8,656 shares; 2024Q4: 5,921 shares; 2025Q1: 5,961 shares; 2025Q2: 6,866 shares; 2025Q3: 7,361 shares 7,361 $1.42M 0.17% +495 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508,914 shares; 2025Q1: 452,540 shares; 2025Q2: 680,135 shares; 2025Q3: 496,290 shares 496,290 $1.39M 0.16% -183,845 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,646 shares; 2024Q4: 89,947 shares; 2025Q1: 91,056 shares; 2025Q2: 90,811 shares; 2025Q3: 84,488 shares 84,488 $1.37M 0.16% -6,323 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: not reported; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,614 shares; 2025Q3: 4,872 shares 4,872 $1.37M 0.16% +258 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 8,474 shares; 2025Q1: 8,567 shares; 2025Q2: 9,321 shares; 2025Q3: 9,789 shares 9,789 $1.37M 0.16% +468 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,382 shares; 2025Q1: 4,489 shares; 2025Q2: 4,888 shares; 2025Q3: 5,022 shares 5,022 $1.36M 0.16% +134 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: not reported; 2024Q4: 6,623 shares; 2025Q1: 6,724 shares; 2025Q2: 5,948 shares; 2025Q3: 6,577 shares 6,577 $1.34M 0.16% +629 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: 50,625 shares; 2024Q4: 60,033 shares; 2025Q1: 53,273 shares; 2025Q2: 53,958 shares; 2025Q3: 52,384 shares 52,384 $1.33M 0.16% -1,574 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 30,144 shares; 2025Q1: 30,144 shares; 2025Q2: 22,549 shares; 2025Q3: 27,458 shares 27,458 $1.33M 0.15% +4,909 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: 6,379 shares; 2024Q4: 6,530 shares; 2025Q1: 7,528 shares; 2025Q2: 7,309 shares; 2025Q3: 7,215 shares 7,215 $1.23M 0.14% -94 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,814 shares; 2025Q1: 12,814 shares; 2025Q2: 12,814 shares; 2025Q3: 12,814 shares 12,814 $1.22M 0.14% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 34,653 shares; 2025Q1: 39,109 shares; 2025Q2: 38,422 shares; 2025Q3: 39,589 shares 39,589 $1.22M 0.14% +1,167 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,321 shares; 2024Q4: 15,834 shares; 2025Q1: 15,993 shares; 2025Q2: 17,536 shares; 2025Q3: 17,663 shares 17,663 $1.21M 0.14% +127 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: 55,598 shares; 2024Q4: 38,314 shares; 2025Q1: 32,516 shares; 2025Q2: 36,197 shares; 2025Q3: 35,411 shares 35,411 $1.19M 0.14% -786 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 33,815 shares; 2025Q1: 34,050 shares; 2025Q2: 38,858 shares; 2025Q3: 40,095 shares 40,095 $1.19M 0.14% +1,237 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 90,991 shares; 2025Q3: 90,430 shares 90,430 $1.17M 0.14% -561 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 45,515 shares; 2025Q1: 46,155 shares; 2025Q2: 49,690 shares; 2025Q3: 52,912 shares 52,912 $1.16M 0.13% +3,222 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,049 shares; 2024Q4: 41,220 shares; 2025Q1: 42,415 shares; 2025Q2: 45,887 shares; 2025Q3: 45,795 shares 45,795 $1.14M 0.13% -92 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: 4,231 shares; 2024Q4: 9,253 shares; 2025Q1: 9,157 shares; 2025Q2: 8,255 shares; 2025Q3: 8,270 shares 8,270 $1.12M 0.13% +15 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,301 shares; 2024Q4: 19,861 shares; 2025Q1: 18,407 shares; 2025Q2: 19,941 shares; 2025Q3: 18,795 shares 18,795 $1.12M 0.13% -1,146 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 6,961 shares; 2025Q1: 7,262 shares; 2025Q2: 8,132 shares; 2025Q3: 8,558 shares 8,558 $1.11M 0.13% +426 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: 8,098 shares; 2025Q1: 8,200 shares; 2025Q2: 8,190 shares; 2025Q3: 8,236 shares 8,236 $1.1M 0.13% +46 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: 1,105 shares; 2024Q4: 2,707 shares; 2025Q1: 1,974 shares; 2025Q2: 2,267 shares; 2025Q3: 2,233 shares 2,233 $1.1M 0.13% -34 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: 21,487 shares; 2024Q4: 8,158 shares; 2025Q1: 6,907 shares; 2025Q2: 11,733 shares; 2025Q3: 11,696 shares 11,696 $989K 0.12% -37 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: not reported; 2024Q4: not reported; 2025Q1: 2,090 shares; 2025Q2: 6,412 shares; 2025Q3: 5,713 shares 5,713 $927K 0.11% -699 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: 5,320 shares; 2024Q4: 7,205 shares; 2025Q1: 5,686 shares; 2025Q2: 4,290 shares; 2025Q3: 4,252 shares 4,252 $918K 0.11% -38 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 12,742 shares; 2025Q1: 12,310 shares; 2025Q2: 11,658 shares; 2025Q3: 9,396 shares 9,396 $897K 0.1% -2,262 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,727 shares; 2024Q4: 16,164 shares; 2025Q1: 16,366 shares; 2025Q2: 18,129 shares; 2025Q3: 19,015 shares 19,015 $886K 0.1% +886 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: not reported; 2024Q4: 38,061 shares; 2025Q1: 39,601 shares; 2025Q2: 44,727 shares; 2025Q3: 42,560 shares 42,560 $815K 0.09% -2,167 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 5,868 shares; 2025Q1: 6,133 shares; 2025Q2: 7,125 shares; 2025Q3: 7,375 shares 7,375 $795K 0.09% +250 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: not reported; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares 4,439 $785K 0.09% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,503 shares; 2025Q3: 54,325 shares 54,325 $769K 0.09% +5,822 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,073 shares; 2025Q1: 23,956 shares; 2025Q2: 31,902 shares; 2025Q3: 8,231 shares 8,231 $755K 0.09% -23,671 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,437 shares; 2025Q1: 17,251 shares; 2025Q2: 19,102 shares; 2025Q3: 19,257 shares 19,257 $718K 0.08% +155 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,612 shares; 2025Q3: 9,587 shares 9,587 $706K 0.08% +975 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,778 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares 5,778 $705K 0.08% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,475 shares; 2024Q4: 17,227 shares; 2025Q1: 10,887 shares; 2025Q2: 46,560 shares; 2025Q3: 48,116 shares 48,116 $704K 0.08% +1,556 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,851 shares; 2025Q1: 6,851 shares; 2025Q2: 6,851 shares; 2025Q3: 6,851 shares 6,851 $690K 0.08% 0 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: not reported; 2024Q4: 2,401 shares; 2025Q1: 2,650 shares; 2025Q2: 2,200 shares; 2025Q3: 2,749 shares 2,749 $670K 0.08% +549 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,947 shares; 2025Q1: 7,043 shares; 2025Q2: 6,947 shares; 2025Q3: 7,011 shares 7,011 $669K 0.08% +64 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 800 shares; 2025Q3: 866 shares 866 $639K 0.07% +66 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,148 shares; 2024Q4: 11,102 shares; 2025Q1: 11,198 shares; 2025Q2: 10,589 shares; 2025Q3: 9,876 shares 9,876 $605K 0.07% -713 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,420 shares; 2025Q3: 18,004 shares 18,004 $599K 0.07% -416 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,430 shares; 2025Q1: 4,440 shares; 2025Q2: 4,430 shares; 2025Q3: 4,439 shares 4,439 $588K 0.07% +9 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: 1,920 shares; 2025Q2: 1,834 shares; 2025Q3: 1,726 shares 1,726 $586K 0.07% -108 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 703 shares 703 $580K 0.07% +3 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: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,274 shares; 2025Q2: 2,069 shares; 2025Q3: 2,073 shares 2,073 $580K 0.07% +4 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,416 shares; 2024Q4: 11,030 shares; 2025Q1: not reported; 2025Q2: 47,154 shares; 2025Q3: 51,549 shares 51,549 $560K 0.07% +4,395 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,232 shares; 2024Q4: 21,696 shares; 2025Q1: 21,696 shares; 2025Q2: 21,696 shares; 2025Q3: 21,696 shares 21,696 $558K 0.06% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,899 shares; 2025Q3: 75,207 shares 75,207 $552K 0.06% +7,308 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: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,049 shares; 2025Q2: 4,049 shares; 2025Q3: 4,057 shares 4,057 $543K 0.06% +8 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: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,620 shares; 2025Q2: 2,445 shares; 2025Q3: 2,459 shares 2,459 $543K 0.06% +14 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: 319 shares; 2025Q1: 325 shares; 2025Q2: 348 shares; 2025Q3: 462 shares 462 $539K 0.06% +114 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,384 shares; 2025Q3: 12,808 shares 12,808 $537K 0.06% +424 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,678 shares; 2025Q2: 2,824 shares; 2025Q3: 3,378 shares 3,378 $537K 0.06% +554 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 8,335 shares; 2025Q1: 9,079 shares; 2025Q2: 8,606 shares; 2025Q3: 6,242 shares 6,242 $528K 0.06% -2,364 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares 866 $518K 0.06% 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: 4,761 shares; 2024Q4: 2,639 shares; 2025Q1: 2,309 shares; 2025Q2: 2,309 shares; 2025Q3: 2,729 shares 2,729 $512K 0.06% +420 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: 9,204 shares; 2024Q4: 9,079 shares; 2025Q1: 8,776 shares; 2025Q2: 8,564 shares; 2025Q3: 5,076 shares 5,076 $509K 0.06% -3,488 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,858 shares; 2025Q3: 17,911 shares 17,911 $504K 0.06% +1,053 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,356 shares; 2025Q2: 8,524 shares; 2025Q3: 7,665 shares 7,665 $498K 0.06% -859 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,524 shares; 2025Q1: 2,331 shares; 2025Q2: 1,971 shares; 2025Q3: 1,535 shares 1,535 $496K 0.06% -436 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: 18,877 shares; 2024Q4: 6,147 shares; 2025Q1: 4,676 shares; 2025Q2: 4,774 shares; 2025Q3: 6,436 shares 6,436 $486K 0.06% +1,662 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 1,095 shares 1,095 $477K 0.06% +298 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: not reported; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,160 shares 4,160 $451K 0.05% +17 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,014 shares; 2025Q3: 49,663 shares 49,663 $445K 0.05% +3,649 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,990 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 83,094 shares; 2025Q3: 85,384 shares 85,384 $434K 0.05% +2,290 Timeline IX ORIX CORP More: the full row for ORIX 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: 14,699 shares; 2025Q3: 16,258 shares 16,258 $425K 0.05% +1,559 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares; 2025Q3: 5,047 shares 5,047 $418K 0.05% +540 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,731 shares; 2025Q2: 7,731 shares; 2025Q3: 7,731 shares 7,731 $406K 0.05% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 610 shares 610 $396K 0.05% +90 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,704 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,706 shares; 2025Q3: 26,301 shares 26,301 $396K 0.05% +2,595 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: not reported; 2024Q4: 3,346 shares; 2025Q1: 3,346 shares; 2025Q2: 3,506 shares; 2025Q3: 3,526 shares 3,526 $395K 0.05% +20 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: 765 shares; 2024Q4: 796 shares; 2025Q1: 842 shares; 2025Q2: 820 shares; 2025Q3: 821 shares 821 $394K 0.05% +1 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,807 shares; 2025Q3: 31,785 shares 31,785 $383K 0.04% +2,978 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 1,110 shares; 2025Q3: 1,345 shares 1,345 $381K 0.04% +235 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: 2,275 shares; 2024Q4: 2,543 shares; 2025Q1: 2,808 shares; 2025Q2: 2,797 shares; 2025Q3: 2,827 shares 2,827 $367K 0.04% +30 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: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 5,147 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares 5,587 $365K 0.04% 0 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: 4,274 shares; 2024Q4: 9,174 shares; 2025Q1: 9,221 shares; 2025Q2: 9,174 shares; 2025Q3: 9,263 shares 9,263 $363K 0.04% +89 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: not reported; 2024Q4: 8,125 shares; 2025Q1: 6,771 shares; 2025Q2: 7,003 shares; 2025Q3: 4,769 shares 4,769 $358K 0.04% -2,234 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares 1,540 $357K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,545 shares; 2025Q1: 13,829 shares; 2025Q2: 12,180 shares; 2025Q3: 12,513 shares 12,513 $353K 0.04% +333 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: 581 shares; 2024Q4: 631 shares; 2025Q1: 651 shares; 2025Q2: 704 shares; 2025Q3: 720 shares 720 $350K 0.04% +16 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,473 shares; 2025Q3: 30,109 shares 30,109 $349K 0.04% +2,636 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: 977 shares; 2025Q2: 971 shares; 2025Q3: 979 shares 979 $339K 0.04% +8 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,104 shares; 2025Q3: 70,168 shares 70,168 $338K 0.04% +3,064 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: not reported; 2024Q4: not reported; 2025Q1: 8,073 shares; 2025Q2: 10,739 shares; 2025Q3: 10,739 shares 10,739 $336K 0.04% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,231 shares; 2025Q3: 25,697 shares 25,697 $332K 0.04% +2,466 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,250 shares; 2025Q2: 1,286 shares; 2025Q3: 1,096 shares 1,096 $323K 0.04% -190 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,457 shares 1,457 $321K 0.04% +7 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS 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: 34,459 shares; 2025Q3: 37,892 shares 37,892 $319K 0.04% +3,433 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,425 shares 16,425 $316K 0.04% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,946 shares 2,946 $291K 0.03% +101 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 11,861 shares 11,861 $289K 0.03% +791 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: 5,568 shares; 2024Q4: 9,564 shares; 2025Q1: 9,703 shares; 2025Q2: 8,103 shares; 2025Q3: 4,303 shares 4,303 $284K 0.03% -3,800 Timeline IXN 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $279K 0.03% 0 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: 32,533 shares; 2024Q4: 9,806 shares; 2025Q1: 6,315 shares; 2025Q2: 6,014 shares; 2025Q3: 6,094 shares 6,094 $275K 0.03% +80 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: not reported; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 1,826 shares; 2025Q3: 1,840 shares 1,840 $269K 0.03% +14 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 884 shares; 2025Q2: 882 shares; 2025Q3: 962 shares 962 $269K 0.03% +80 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares 1,413 $260K 0.03% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 1,779 shares 1,779 $259K 0.03% -872 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares 1,014 $250K 0.03% new Timeline QUSA TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,500 shares 12,500 $244K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares 1,624 $241K 0.03% new 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: 6,847 shares; 2024Q4: 1,628 shares; 2025Q1: 1,044 shares; 2025Q2: 919 shares; 2025Q3: 939 shares 939 $236K 0.03% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares 254 $234K 0.03% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,835 shares; 2025Q2: 5,325 shares; 2025Q3: 4,325 shares 4,325 $226K 0.03% -1,000 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,408 shares; 2024Q4: 16,658 shares; 2025Q1: 16,658 shares; 2025Q2: 11,658 shares; 2025Q3: 11,658 shares 11,658 $226K 0.03% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares 432 $222K 0.03% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,548 shares 2,548 $214K 0.02% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,727 shares 2,727 $214K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 994 shares 994 $213K 0.02% -107 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: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,251 shares; 2025Q2: 3,619 shares; 2025Q3: 3,163 shares 3,163 $212K 0.02% -456 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares 343 $211K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,227 shares 1,227 $207K 0.02% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares 1,900 $202K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares 280 $201K 0.02% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 18,600 shares; 2025Q2: 21,970 shares; 2025Q3: 11,780 shares 11,780 $188K 0.02% -10,190 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 29,471 shares; 2025Q3: 29,471 shares 29,471 $171K 0.02% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA 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: 18,650 shares 18,650 $168K 0.02% new Timeline