VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571,627 shares; 2024Q4: 1,635,194 shares; 2025Q1: 1,691,484 shares; 2025Q2: 1,758,878 shares; 2025Q3: 1,770,933 shares 1,770,933 $106M 7.34% +12,055 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: 136,796 shares; 2024Q4: 139,799 shares; 2025Q1: 142,796 shares; 2025Q2: 148,555 shares; 2025Q3: 150,973 shares 150,973 $101M 6.99% +2,418 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: 644,270 shares; 2024Q4: 687,306 shares; 2025Q1: 700,903 shares; 2025Q2: 739,526 shares; 2025Q3: 760,978 shares 760,978 $76.3M 5.28% +21,452 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: 199,411 shares; 2024Q4: 202,609 shares; 2025Q1: 207,575 shares; 2025Q2: 219,083 shares; 2025Q3: 223,870 shares 223,870 $65.8M 4.55% +4,787 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: 260,820 shares; 2024Q4: 262,997 shares; 2025Q1: 267,756 shares; 2025Q2: 271,783 shares; 2025Q3: 276,035 shares 276,035 $59.6M 4.12% +4,252 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,432 shares; 2024Q4: 524,299 shares; 2025Q1: 519,823 shares; 2025Q2: 561,391 shares; 2025Q3: 583,399 shares 583,399 $58.1M 4.02% +22,008 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947,416 shares; 2024Q4: 981,765 shares; 2025Q1: 1,010,219 shares; 2025Q2: 1,042,507 shares; 2025Q3: 1,045,176 shares 1,045,176 $56.6M 3.92% +2,669 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,424 shares; 2024Q4: 873,239 shares; 2025Q1: 841,657 shares; 2025Q2: 894,660 shares; 2025Q3: 928,504 shares 928,504 $45.9M 3.18% +33,844 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,544 shares; 2024Q4: 662,772 shares; 2025Q1: 676,708 shares; 2025Q2: 719,911 shares; 2025Q3: 746,883 shares 746,883 $39.6M 2.74% +26,972 Timeline REET 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: 1,283,394 shares; 2024Q4: 1,320,548 shares; 2025Q1: 1,359,525 shares; 2025Q2: 1,422,662 shares; 2025Q3: 1,470,642 shares 1,470,642 $37.6M 2.6% +47,980 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,153 shares; 2024Q4: 383,541 shares; 2025Q1: 390,254 shares; 2025Q2: 411,345 shares; 2025Q3: 418,874 shares 418,874 $33.1M 2.29% +7,529 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: 99,602 shares; 2024Q4: 100,647 shares; 2025Q1: 107,651 shares; 2025Q2: 121,501 shares; 2025Q3: 123,694 shares 123,694 $31.5M 2.18% +2,193 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: 132,191 shares; 2024Q4: 137,166 shares; 2025Q1: 148,475 shares; 2025Q2: 167,236 shares; 2025Q3: 167,198 shares 167,198 $31.2M 2.16% -38 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: 40,010 shares; 2024Q4: 41,742 shares; 2025Q1: 45,630 shares; 2025Q2: 52,480 shares; 2025Q3: 53,014 shares 53,014 $27.5M 1.9% +534 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: 108,502 shares; 2024Q4: 107,101 shares; 2025Q1: 107,462 shares; 2025Q2: 107,904 shares; 2025Q3: 107,992 shares 107,992 $25M 1.73% +88 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: 96,244 shares; 2024Q4: 92,416 shares; 2025Q1: 105,425 shares; 2025Q2: 100,246 shares; 2025Q3: 99,014 shares 99,014 $20.7M 1.43% -1,232 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: 190,706 shares; 2024Q4: 191,942 shares; 2025Q1: 189,669 shares; 2025Q2: 189,954 shares; 2025Q3: 187,537 shares 187,537 $16.4M 1.13% -2,417 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,961 shares; 2024Q4: 196,073 shares; 2025Q1: 205,408 shares; 2025Q2: 211,015 shares; 2025Q3: 220,092 shares 220,092 $16.4M 1.13% +9,077 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: 115,361 shares; 2024Q4: 117,416 shares; 2025Q1: 117,322 shares; 2025Q2: 120,786 shares; 2025Q3: 120,653 shares 120,653 $16.2M 1.12% -133 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: 40,730 shares; 2024Q4: 46,564 shares; 2025Q1: 47,659 shares; 2025Q2: 51,924 shares; 2025Q3: 50,653 shares 50,653 $16M 1.11% -1,271 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: 225,981 shares; 2024Q4: 222,118 shares; 2025Q1: 233,869 shares; 2025Q2: 229,329 shares; 2025Q3: 226,909 shares 226,909 $14.8M 1.02% -2,420 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: 21,718 shares; 2024Q4: 21,490 shares; 2025Q1: 25,496 shares; 2025Q2: 27,135 shares; 2025Q3: 28,015 shares 28,015 $14.1M 0.97% +880 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: 45,448 shares; 2024Q4: 46,057 shares; 2025Q1: 52,114 shares; 2025Q2: 61,021 shares; 2025Q3: 62,051 shares 62,051 $13.6M 0.94% +1,030 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: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $13.6M 0.94% 0 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: 201,212 shares; 2024Q4: 201,080 shares; 2025Q1: 199,358 shares; 2025Q2: 204,365 shares; 2025Q3: 203,984 shares 203,984 $13.4M 0.93% -381 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,588 shares; 2024Q4: 45,869 shares; 2025Q1: 45,772 shares; 2025Q2: 51,440 shares; 2025Q3: 50,861 shares 50,861 $12.9M 0.89% -579 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,472 shares; 2024Q4: 233,195 shares; 2025Q1: 235,002 shares; 2025Q2: 241,902 shares; 2025Q3: 250,504 shares 250,504 $12.5M 0.87% +8,602 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,981 shares; 2024Q4: 92,634 shares; 2025Q1: 93,754 shares; 2025Q2: 108,451 shares; 2025Q3: 105,049 shares 105,049 $11.2M 0.77% -3,402 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: 31,501 shares; 2024Q4: 34,948 shares; 2025Q1: 36,728 shares; 2025Q2: 44,559 shares; 2025Q3: 45,084 shares 45,084 $11M 0.76% +525 Timeline IAGG 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: 148,113 shares; 2024Q4: 150,281 shares; 2025Q1: 196,969 shares; 2025Q2: 196,152 shares; 2025Q3: 193,329 shares 193,329 $9.9M 0.69% -2,823 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: 29,860 shares; 2024Q4: 32,662 shares; 2025Q1: 35,723 shares; 2025Q2: 38,134 shares; 2025Q3: 39,146 shares 39,146 $9.52M 0.66% +1,012 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: 21,182 shares; 2024Q4: 24,458 shares; 2025Q1: 26,460 shares; 2025Q2: 27,680 shares; 2025Q3: 27,365 shares 27,365 $9.03M 0.62% -315 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: 9,818 shares; 2024Q4: 9,950 shares; 2025Q1: 11,092 shares; 2025Q2: 12,050 shares; 2025Q3: 12,045 shares 12,045 $8.85M 0.61% -5 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,333 shares; 2024Q4: 67,307 shares; 2025Q1: 66,453 shares; 2025Q2: 80,020 shares; 2025Q3: 80,074 shares 80,074 $8.55M 0.59% +54 Timeline VT 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: 49,137 shares; 2024Q4: 52,535 shares; 2025Q1: 54,278 shares; 2025Q2: 55,681 shares; 2025Q3: 56,577 shares 56,577 $7.8M 0.54% +896 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: 116,080 shares; 2024Q4: 116,931 shares; 2025Q1: 111,502 shares; 2025Q2: 107,862 shares; 2025Q3: 108,296 shares 108,296 $7.73M 0.53% +434 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: 20,706 shares; 2024Q4: 21,136 shares; 2025Q1: 21,090 shares; 2025Q2: 21,271 shares; 2025Q3: 21,318 shares 21,318 $7M 0.48% +47 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: 12,924 shares; 2024Q4: 13,190 shares; 2025Q1: 14,435 shares; 2025Q2: 15,608 shares; 2025Q3: 15,609 shares 15,609 $6.94M 0.48% +1 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,778 shares; 2024Q4: 167,778 shares; 2025Q1: 167,778 shares; 2025Q2: 167,778 shares; 2025Q3: 167,778 shares 167,778 $6.24M 0.43% 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: 8,015 shares; 2024Q4: 8,258 shares; 2025Q1: 8,803 shares; 2025Q2: 9,388 shares; 2025Q3: 9,840 shares 9,840 $6.03M 0.42% +452 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: 32,658 shares; 2024Q4: 35,645 shares; 2025Q1: 36,769 shares; 2025Q2: 37,725 shares; 2025Q3: 38,472 shares 38,472 $5.91M 0.41% +747 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: 17,336 shares; 2024Q4: 17,642 shares; 2025Q1: 19,712 shares; 2025Q2: 20,532 shares; 2025Q3: 20,641 shares 20,641 $5.76M 0.4% +109 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,686 shares; 2024Q4: 60,280 shares; 2025Q1: 64,343 shares; 2025Q2: 62,187 shares; 2025Q3: 61,629 shares 61,629 $5.63M 0.39% -558 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: 5,852 shares; 2024Q4: 5,926 shares; 2025Q1: 6,722 shares; 2025Q2: 7,382 shares; 2025Q3: 6,994 shares 6,994 $5.34M 0.37% -388 Timeline VIGI 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: 62,854 shares; 2024Q4: 61,266 shares; 2025Q1: 60,010 shares; 2025Q2: 59,297 shares; 2025Q3: 59,409 shares 59,409 $5.32M 0.37% +112 Timeline JMST 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: 107,470 shares; 2024Q4: 104,056 shares; 2025Q1: 110,976 shares; 2025Q2: 109,326 shares; 2025Q3: 104,066 shares 104,066 $5.31M 0.37% -5,260 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 12,548 shares; 2025Q1: 18,972 shares; 2025Q2: 16,598 shares; 2025Q3: 16,515 shares 16,515 $5.08M 0.35% -83 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: 16,087 shares; 2024Q4: 17,580 shares; 2025Q1: 18,286 shares; 2025Q2: 18,374 shares; 2025Q3: 17,967 shares 17,967 $5.05M 0.35% -407 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: 59,453 shares; 2024Q4: 58,048 shares; 2025Q1: 59,833 shares; 2025Q2: 64,591 shares; 2025Q3: 64,620 shares 64,620 $4.29M 0.3% +29 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: 9,182 shares; 2024Q4: 9,456 shares; 2025Q1: 10,136 shares; 2025Q2: 12,033 shares; 2025Q3: 11,996 shares 11,996 $4.1M 0.28% -37 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: 6,244 shares; 2024Q4: 6,056 shares; 2025Q1: 6,071 shares; 2025Q2: 6,111 shares; 2025Q3: 6,048 shares 6,048 $4.03M 0.28% -63 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: 4,336 shares; 2024Q4: 4,399 shares; 2025Q1: 4,741 shares; 2025Q2: 6,230 shares; 2025Q3: 6,207 shares 6,207 $3.53M 0.24% -23 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: 14,842 shares; 2024Q4: 16,997 shares; 2025Q1: 18,586 shares; 2025Q2: 18,343 shares; 2025Q3: 18,999 shares 18,999 $3.52M 0.24% +656 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: 2,608 shares; 2024Q4: 2,644 shares; 2025Q1: 2,882 shares; 2025Q2: 3,675 shares; 2025Q3: 3,678 shares 3,678 $3.4M 0.24% +3 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: 22,967 shares; 2024Q4: 26,419 shares; 2025Q1: 28,506 shares; 2025Q2: 30,764 shares; 2025Q3: 31,152 shares 31,152 $3.21M 0.22% +388 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: 3,291 shares; 2024Q4: 3,277 shares; 2025Q1: 3,385 shares; 2025Q2: 3,417 shares; 2025Q3: 3,468 shares 3,468 $3.19M 0.22% +51 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: 2,130 shares; 2024Q4: 2,149 shares; 2025Q1: 2,355 shares; 2025Q2: 2,676 shares; 2025Q3: 2,633 shares 2,633 $3.16M 0.22% -43 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,747 shares; 2025Q1: 19,803 shares; 2025Q2: 19,849 shares; 2025Q3: 19,882 shares 19,882 $3.14M 0.22% +33 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: 6,752 shares; 2024Q4: 6,603 shares; 2025Q1: 7,012 shares; 2025Q2: 7,633 shares; 2025Q3: 7,540 shares 7,540 $3.06M 0.21% -93 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: 6,246 shares; 2024Q4: 6,312 shares; 2025Q1: 6,361 shares; 2025Q2: 6,491 shares; 2025Q3: 6,524 shares 6,524 $2.98M 0.21% +33 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: 22,572 shares; 2024Q4: 22,646 shares; 2025Q1: 24,883 shares; 2025Q2: 24,153 shares; 2025Q3: 25,202 shares 25,202 $2.84M 0.2% +1,049 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: 34,256 shares; 2024Q4: 34,583 shares; 2025Q1: 34,649 shares; 2025Q2: 34,781 shares; 2025Q3: 33,847 shares 33,847 $2.83M 0.2% -934 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: 6,324 shares; 2024Q4: 6,370 shares; 2025Q1: 7,048 shares; 2025Q2: 8,370 shares; 2025Q3: 8,391 shares 8,391 $2.52M 0.17% +21 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,688 shares; 2024Q4: 36,894 shares; 2025Q1: 39,405 shares; 2025Q2: 40,197 shares; 2025Q3: 42,790 shares 42,790 $2.46M 0.17% +2,593 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: 6,197 shares; 2024Q4: 6,211 shares; 2025Q1: 6,328 shares; 2025Q2: 6,446 shares; 2025Q3: 6,489 shares 6,489 $2.43M 0.17% +43 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,351 shares; 2024Q4: 57,351 shares; 2025Q1: 57,351 shares; 2025Q2: 57,351 shares; 2025Q3: 57,351 shares 57,351 $2.21M 0.15% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 27,051 shares; 2025Q1: 26,930 shares; 2025Q2: 26,930 shares; 2025Q3: 28,260 shares 28,260 $2.16M 0.15% +1,330 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: 11,159 shares; 2024Q4: 11,534 shares; 2025Q1: 11,522 shares; 2025Q2: 11,523 shares; 2025Q3: 11,568 shares 11,568 $2.16M 0.15% +45 Timeline ISTB 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: 43,293 shares; 2024Q4: 43,489 shares; 2025Q1: 43,169 shares; 2025Q2: 43,627 shares; 2025Q3: 43,741 shares 43,741 $2.14M 0.15% +114 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: 16,781 shares; 2024Q4: 16,522 shares; 2025Q1: 16,215 shares; 2025Q2: 15,407 shares; 2025Q3: 15,228 shares 15,228 $2.13M 0.15% -179 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: 11,597 shares; 2024Q4: 11,512 shares; 2025Q1: 11,787 shares; 2025Q2: 17,146 shares; 2025Q3: 16,496 shares 16,496 $2.04M 0.14% -650 Timeline VSS 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: 15,569 shares; 2024Q4: 14,492 shares; 2025Q1: 14,182 shares; 2025Q2: 14,081 shares; 2025Q3: 13,958 shares 13,958 $1.99M 0.14% -123 Timeline JEPI 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: 26,820 shares; 2024Q4: 27,150 shares; 2025Q1: 29,703 shares; 2025Q2: 30,243 shares; 2025Q3: 32,820 shares 32,820 $1.87M 0.13% +2,577 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: 4,435 shares; 2024Q4: 4,274 shares; 2025Q1: 4,805 shares; 2025Q2: 5,285 shares; 2025Q3: 5,330 shares 5,330 $1.84M 0.13% +45 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: 8,737 shares; 2024Q4: 9,605 shares; 2025Q1: 10,589 shares; 2025Q2: 10,526 shares; 2025Q3: 11,760 shares 11,760 $1.83M 0.13% +1,234 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: 6,122 shares; 2025Q1: 7,955 shares; 2025Q2: 9,526 shares; 2025Q3: 9,838 shares 9,838 $1.79M 0.12% +312 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,742 shares 37,742 $1.79M 0.12% new 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: 2,353 shares; 2024Q4: 2,311 shares; 2025Q1: 2,737 shares; 2025Q2: 3,878 shares; 2025Q3: 3,776 shares 3,776 $1.79M 0.12% -102 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,228 shares; 2024Q4: 15,626 shares; 2025Q1: 24,220 shares; 2025Q2: 24,766 shares; 2025Q3: 37,395 shares 37,395 $1.74M 0.12% +12,629 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: 4,911 shares; 2024Q4: 4,933 shares; 2025Q1: 5,400 shares; 2025Q2: 4,908 shares; 2025Q3: 4,847 shares 4,847 $1.72M 0.12% -61 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: 63,841 shares; 2024Q4: 71,453 shares; 2025Q1: 96,911 shares; 2025Q2: 99,048 shares; 2025Q3: 99,124 shares 99,124 $1.71M 0.12% +76 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: 19,095 shares; 2024Q4: 20,187 shares; 2025Q1: 22,443 shares; 2025Q2: 24,745 shares; 2025Q3: 24,787 shares 24,787 $1.7M 0.12% +42 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: 4,349 shares; 2024Q4: 5,003 shares; 2025Q1: 5,594 shares; 2025Q2: 6,025 shares; 2025Q3: 5,815 shares 5,815 $1.64M 0.11% -210 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: 13,304 shares; 2024Q4: 13,971 shares; 2025Q1: 15,570 shares; 2025Q2: 21,505 shares; 2025Q3: 21,109 shares 21,109 $1.59M 0.11% -396 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: 1,330 shares; 2024Q4: 1,357 shares; 2025Q1: 1,593 shares; 2025Q2: 1,576 shares; 2025Q3: 1,637 shares 1,637 $1.58M 0.11% +61 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: 193 shares; 2024Q4: 201 shares; 2025Q1: 219 shares; 2025Q2: 282 shares; 2025Q3: 281 shares 281 $1.52M 0.1% -1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 17,859 shares; 2025Q1: 18,068 shares; 2025Q2: 16,711 shares; 2025Q3: 18,356 shares 18,356 $1.47M 0.1% +1,645 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: 2,291 shares; 2024Q4: 2,798 shares; 2025Q1: 3,007 shares; 2025Q2: 2,866 shares; 2025Q3: 2,978 shares 2,978 $1.44M 0.1% +112 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: 3,702 shares; 2024Q4: 4,366 shares; 2025Q1: 4,530 shares; 2025Q2: 4,683 shares; 2025Q3: 4,913 shares 4,913 $1.44M 0.1% +230 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: 9,105 shares; 2024Q4: 8,514 shares; 2025Q1: 9,570 shares; 2025Q2: 9,631 shares; 2025Q3: 10,267 shares 10,267 $1.44M 0.1% +636 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: 24,643 shares; 2024Q4: 26,263 shares; 2025Q1: 28,176 shares; 2025Q2: 27,094 shares; 2025Q3: 27,727 shares 27,727 $1.43M 0.1% +633 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: 20,204 shares; 2024Q4: 58,460 shares; 2025Q1: 55,744 shares; 2025Q2: 55,590 shares; 2025Q3: 55,627 shares 55,627 $1.43M 0.1% +37 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: 8,772 shares; 2024Q4: 10,959 shares; 2025Q1: 10,874 shares; 2025Q2: 9,688 shares; 2025Q3: 9,612 shares 9,612 $1.43M 0.1% -76 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: 20,316 shares; 2024Q4: 20,316 shares; 2025Q1: 22,283 shares; 2025Q2: 24,805 shares; 2025Q3: 26,928 shares 26,928 $1.41M 0.1% +2,123 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: 23,853 shares; 2024Q4: 32,120 shares; 2025Q1: 28,105 shares; 2025Q2: 31,814 shares; 2025Q3: 27,622 shares 27,622 $1.4M 0.1% -4,192 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: 2,402 shares; 2024Q4: 2,370 shares; 2025Q1: 2,543 shares; 2025Q2: 2,864 shares; 2025Q3: 2,911 shares 2,911 $1.39M 0.1% +47 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: 2,155 shares; 2024Q4: 2,257 shares; 2025Q1: 1,558 shares; 2025Q2: 1,573 shares; 2025Q3: 1,845 shares 1,845 $1.38M 0.1% +272 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: 3,662 shares; 2024Q4: 3,675 shares; 2025Q1: 4,101 shares; 2025Q2: 4,229 shares; 2025Q3: 4,515 shares 4,515 $1.37M 0.09% +286 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 5,502 shares; 2025Q1: 6,326 shares; 2025Q2: 6,384 shares; 2025Q3: 7,667 shares 7,667 $1.37M 0.09% +1,283 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: 3,415 shares; 2024Q4: 3,428 shares; 2025Q1: 4,303 shares; 2025Q2: 5,897 shares; 2025Q3: 5,779 shares 5,779 $1.37M 0.09% -118 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: 6,976 shares; 2024Q4: 6,809 shares; 2025Q1: 7,626 shares; 2025Q2: 8,239 shares; 2025Q3: 8,327 shares 8,327 $1.35M 0.09% +88 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: 13,518 shares; 2024Q4: 15,875 shares; 2025Q1: 16,767 shares; 2025Q2: 15,593 shares; 2025Q3: 15,919 shares 15,919 $1.34M 0.09% +326 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: 5,773 shares; 2024Q4: 5,863 shares; 2025Q1: 6,397 shares; 2025Q2: 7,265 shares; 2025Q3: 7,200 shares 7,200 $1.32M 0.09% -65 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: 1,401 shares; 2024Q4: 1,423 shares; 2025Q1: 1,550 shares; 2025Q2: 1,662 shares; 2025Q3: 1,632 shares 1,632 $1.3M 0.09% -30 Timeline ACT ENACT HLDGS INC More: the full row for ENACT 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: 33,481 shares 33,481 $1.28M 0.09% new 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: 4,496 shares; 2024Q4: 4,711 shares; 2025Q1: 5,103 shares; 2025Q2: 5,113 shares; 2025Q3: 5,405 shares 5,405 $1.28M 0.09% +292 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: 9,097 shares; 2024Q4: 12,487 shares; 2025Q1: 15,528 shares; 2025Q2: 17,181 shares; 2025Q3: 37,324 shares 37,324 $1.27M 0.09% +20,143 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: 3,994 shares; 2024Q4: 4,127 shares; 2025Q1: 4,531 shares; 2025Q2: 4,840 shares; 2025Q3: 4,672 shares 4,672 $1.25M 0.09% -168 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: 3,657 shares; 2024Q4: 3,613 shares; 2025Q1: 3,780 shares; 2025Q2: 3,896 shares; 2025Q3: 3,517 shares 3,517 $1.24M 0.09% -379 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: 5,370 shares; 2024Q4: 5,429 shares; 2025Q1: 6,097 shares; 2025Q2: 7,228 shares; 2025Q3: 7,348 shares 7,348 $1.23M 0.09% +120 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: 4,407 shares; 2024Q4: 4,432 shares; 2025Q1: 4,691 shares; 2025Q2: 4,763 shares; 2025Q3: 4,881 shares 4,881 $1.23M 0.08% +118 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: 2,380 shares; 2024Q4: 2,377 shares; 2025Q1: 2,386 shares; 2025Q2: 2,421 shares; 2025Q3: 2,366 shares 2,366 $1.22M 0.08% -55 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: 8,112 shares; 2024Q4: 7,990 shares; 2025Q1: 8,897 shares; 2025Q2: 9,069 shares; 2025Q3: 9,459 shares 9,459 $1.21M 0.08% +390 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,175 shares; 2025Q1: 5,382 shares; 2025Q2: 5,391 shares; 2025Q3: 4,236 shares 4,236 $1.19M 0.08% -1,155 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,235 shares; 2025Q1: 1,365 shares; 2025Q2: 1,685 shares; 2025Q3: 1,708 shares 1,708 $1.17M 0.08% +23 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: 2,458 shares; 2024Q4: 2,443 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 2,425 shares 2,425 $1.16M 0.08% -19 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: 6,710 shares; 2025Q1: 7,030 shares; 2025Q2: 7,603 shares; 2025Q3: 7,939 shares 7,939 $1.16M 0.08% +336 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: 14,483 shares; 2024Q4: 14,222 shares; 2025Q1: 15,301 shares; 2025Q2: 16,540 shares; 2025Q3: 16,227 shares 16,227 $1.15M 0.08% -313 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: 9,612 shares; 2024Q4: 9,708 shares; 2025Q1: 10,821 shares; 2025Q2: 11,585 shares; 2025Q3: 12,142 shares 12,142 $1.15M 0.08% +557 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: 6,573 shares; 2024Q4: 6,430 shares; 2025Q1: 6,440 shares; 2025Q2: 6,444 shares; 2025Q3: 6,440 shares 6,440 $1.14M 0.08% -4 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: 31,580 shares; 2024Q4: 33,050 shares; 2025Q1: 36,682 shares; 2025Q2: 39,309 shares; 2025Q3: 39,986 shares 39,986 $1.13M 0.08% +677 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: 6,765 shares; 2024Q4: 6,735 shares; 2025Q1: 6,882 shares; 2025Q2: 7,139 shares; 2025Q3: 7,174 shares 7,174 $1.13M 0.08% +35 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: 2,929 shares; 2024Q4: 2,967 shares; 2025Q1: 3,217 shares; 2025Q2: 3,358 shares; 2025Q3: 3,355 shares 3,355 $1.11M 0.08% -3 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: 2,019 shares; 2024Q4: 2,082 shares; 2025Q1: 2,273 shares; 2025Q2: 2,451 shares; 2025Q3: 2,251 shares 2,251 $1.1M 0.08% -200 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: 9,943 shares; 2024Q4: 10,116 shares; 2025Q1: 11,870 shares; 2025Q2: 12,750 shares; 2025Q3: 13,159 shares 13,159 $1.1M 0.08% +409 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: 803 shares; 2025Q1: 863 shares; 2025Q2: 944 shares; 2025Q3: 938 shares 938 $1.09M 0.08% -6 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: 7,617 shares; 2024Q4: 7,039 shares; 2025Q1: 7,394 shares; 2025Q2: 7,790 shares; 2025Q3: 7,487 shares 7,487 $1.08M 0.07% -303 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: 1,890 shares; 2024Q4: 2,247 shares; 2025Q1: 2,064 shares; 2025Q2: 1,899 shares; 2025Q3: 1,799 shares 1,799 $1.08M 0.07% -100 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 7,475 shares; 2025Q1: 8,635 shares; 2025Q2: 9,445 shares; 2025Q3: 9,358 shares 9,358 $1.07M 0.07% -87 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: 1,506 shares; 2024Q4: 1,564 shares; 2025Q1: 1,643 shares; 2025Q2: 1,820 shares; 2025Q3: 1,731 shares 1,731 $1.06M 0.07% -89 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: 5,713 shares; 2024Q4: 5,650 shares; 2025Q1: 6,081 shares; 2025Q2: 6,543 shares; 2025Q3: 6,548 shares 6,548 $1.04M 0.07% +5 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: 5,575 shares; 2024Q4: 28,893 shares; 2025Q1: 31,692 shares; 2025Q2: 34,327 shares; 2025Q3: 35,089 shares 35,089 $1.01M 0.07% +762 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: 23,645 shares; 2024Q4: 24,269 shares; 2025Q1: 29,077 shares; 2025Q2: 30,622 shares; 2025Q3: 33,080 shares 33,080 $1M 0.07% +2,458 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: 6,690 shares; 2025Q1: 7,327 shares; 2025Q2: 7,749 shares; 2025Q3: 7,359 shares 7,359 $985K 0.07% -390 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: 7,709 shares; 2024Q4: 8,212 shares; 2025Q1: 9,382 shares; 2025Q2: 9,580 shares; 2025Q3: 10,220 shares 10,220 $976K 0.07% +640 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: 3,817 shares; 2024Q4: 3,705 shares; 2025Q1: 4,221 shares; 2025Q2: 4,602 shares; 2025Q3: 4,726 shares 4,726 $968K 0.07% +124 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: 1,681 shares; 2024Q4: 1,696 shares; 2025Q1: 1,844 shares; 2025Q2: 1,907 shares; 2025Q3: 1,950 shares 1,950 $949K 0.07% +43 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: 948 shares; 2024Q4: 947 shares; 2025Q1: 1,107 shares; 2025Q2: 1,196 shares; 2025Q3: 1,209 shares 1,209 $934K 0.06% +13 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: 19,563 shares; 2024Q4: 16,883 shares; 2025Q1: 18,857 shares; 2025Q2: 22,292 shares; 2025Q3: 21,177 shares 21,177 $931K 0.06% -1,115 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: 7,709 shares; 2024Q4: 7,717 shares; 2025Q1: 7,998 shares; 2025Q2: 8,217 shares; 2025Q3: 8,235 shares 8,235 $926K 0.06% +18 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: 1,334 shares; 2024Q4: 1,385 shares; 2025Q1: 1,589 shares; 2025Q2: 2,264 shares; 2025Q3: 2,070 shares 2,070 $926K 0.06% -194 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 3,963 shares; 2025Q1: 4,983 shares; 2025Q2: 5,765 shares; 2025Q3: 5,664 shares 5,664 $919K 0.06% -101 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: 12,191 shares; 2024Q4: 12,466 shares; 2025Q1: 12,541 shares; 2025Q2: 12,545 shares; 2025Q3: 12,547 shares 12,547 $913K 0.06% +2 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: 1,841 shares; 2024Q4: 1,862 shares; 2025Q1: 2,003 shares; 2025Q2: 4,234 shares; 2025Q3: 4,267 shares 4,267 $907K 0.06% +33 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: 9,335 shares; 2024Q4: 9,174 shares; 2025Q1: 10,735 shares; 2025Q2: 10,493 shares; 2025Q3: 11,671 shares 11,671 $895K 0.06% +1,178 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: 3,628 shares; 2024Q4: 3,351 shares; 2025Q1: 3,787 shares; 2025Q2: 4,207 shares; 2025Q3: 4,498 shares 4,498 $892K 0.06% +291 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: 1,457 shares; 2024Q4: 1,497 shares; 2025Q1: 1,738 shares; 2025Q2: 1,888 shares; 2025Q3: 1,776 shares 1,776 $887K 0.06% -112 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: 1,422 shares; 2024Q4: 1,562 shares; 2025Q1: 1,772 shares; 2025Q2: 2,516 shares; 2025Q3: 2,383 shares 2,383 $881K 0.06% -133 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: 4,382 shares; 2024Q4: 4,420 shares; 2025Q1: 5,076 shares; 2025Q2: 5,128 shares; 2025Q3: 5,264 shares 5,264 $881K 0.06% +136 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,280 shares; 2025Q1: 17,865 shares; 2025Q2: 17,930 shares; 2025Q3: 17,763 shares 17,763 $873K 0.06% -167 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: 5,861 shares; 2024Q4: 5,474 shares; 2025Q1: 7,452 shares; 2025Q2: 8,471 shares; 2025Q3: 8,904 shares 8,904 $872K 0.06% +433 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: 2,811 shares; 2024Q4: 3,009 shares; 2025Q1: 3,673 shares; 2025Q2: 3,683 shares; 2025Q3: 3,985 shares 3,985 $860K 0.06% +302 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: 7,361 shares; 2024Q4: 7,474 shares; 2025Q1: 8,013 shares; 2025Q2: 8,931 shares; 2025Q3: 8,723 shares 8,723 $852K 0.06% -208 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 1,059 shares; 2025Q2: 1,184 shares; 2025Q3: 1,220 shares 1,220 $852K 0.06% +36 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: 2,588 shares; 2024Q4: 2,987 shares; 2025Q1: 3,255 shares; 2025Q2: 4,689 shares; 2025Q3: 4,171 shares 4,171 $841K 0.06% -518 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: 4,046 shares; 2024Q4: 4,110 shares; 2025Q1: 4,760 shares; 2025Q2: 5,105 shares; 2025Q3: 5,042 shares 5,042 $839K 0.06% -63 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: 2,760 shares; 2024Q4: 2,737 shares; 2025Q1: 3,011 shares; 2025Q2: 4,055 shares; 2025Q3: 3,379 shares 3,379 $833K 0.06% -676 Timeline ESGD 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: 8,528 shares; 2024Q4: 8,740 shares; 2025Q1: 8,840 shares; 2025Q2: 8,933 shares; 2025Q3: 8,922 shares 8,922 $830K 0.06% -11 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: 44,112 shares; 2024Q4: 43,241 shares; 2025Q1: 45,999 shares; 2025Q2: 47,050 shares; 2025Q3: 49,331 shares 49,331 $826K 0.06% +2,281 Timeline AOR 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: 15,071 shares; 2024Q4: 15,075 shares; 2025Q1: 14,318 shares; 2025Q2: 14,131 shares; 2025Q3: 12,808 shares 12,808 $825K 0.06% -1,323 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: 5,777 shares; 2024Q4: 5,898 shares; 2025Q1: 6,163 shares; 2025Q2: 6,368 shares; 2025Q3: 6,284 shares 6,284 $824K 0.06% -84 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,084 shares; 2025Q1: 4,578 shares; 2025Q2: 5,199 shares; 2025Q3: 5,580 shares 5,580 $822K 0.06% +381 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: 31,446 shares; 2024Q4: 32,708 shares; 2025Q1: 34,147 shares; 2025Q2: 34,075 shares; 2025Q3: 32,251 shares 32,251 $822K 0.06% -1,824 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: 2,363 shares; 2024Q4: 2,602 shares; 2025Q1: 2,865 shares; 2025Q2: 4,481 shares; 2025Q3: 4,226 shares 4,226 $813K 0.06% -255 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: 2,338 shares; 2024Q4: 2,520 shares; 2025Q1: 2,802 shares; 2025Q2: 3,038 shares; 2025Q3: 2,995 shares 2,995 $809K 0.06% -43 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,296 shares; 2025Q1: 2,788 shares; 2025Q2: 2,781 shares; 2025Q3: 2,855 shares 2,855 $806K 0.06% +74 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 18,357 shares; 2025Q1: 18,401 shares; 2025Q2: 18,464 shares; 2025Q3: 18,646 shares 18,646 $805K 0.06% +182 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: 2,022 shares; 2024Q4: 2,035 shares; 2025Q1: 2,175 shares; 2025Q2: 2,334 shares; 2025Q3: 2,316 shares 2,316 $802K 0.06% -18 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: 3,948 shares; 2024Q4: 4,848 shares; 2025Q1: 5,188 shares; 2025Q2: 5,029 shares; 2025Q3: 5,138 shares 5,138 $797K 0.06% +109 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: 516 shares; 2024Q4: 588 shares; 2025Q1: 647 shares; 2025Q2: 766 shares; 2025Q3: 734 shares 734 $792K 0.05% -32 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,455 shares; 2024Q4: 17,556 shares; 2025Q1: 18,564 shares; 2025Q2: 18,655 shares; 2025Q3: 19,305 shares 19,305 $792K 0.05% +650 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: 8,769 shares; 2024Q4: 8,919 shares; 2025Q1: 9,960 shares; 2025Q2: 11,454 shares; 2025Q3: 11,712 shares 11,712 $774K 0.05% +258 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: 401 shares; 2024Q4: 406 shares; 2025Q1: 427 shares; 2025Q2: 6,960 shares; 2025Q3: 7,171 shares 7,171 $773K 0.05% +211 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: 3,471 shares; 2024Q4: 3,457 shares; 2025Q1: 3,699 shares; 2025Q2: 4,267 shares; 2025Q3: 4,326 shares 4,326 $771K 0.05% +59 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 11,792 shares; 2025Q1: 13,012 shares; 2025Q2: 13,653 shares; 2025Q3: 13,663 shares 13,663 $758K 0.05% +10 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: 2,678 shares; 2024Q4: 3,003 shares; 2025Q1: 3,183 shares; 2025Q2: 3,088 shares; 2025Q3: 3,066 shares 3,066 $757K 0.05% -22 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: 9,934 shares; 2024Q4: 8,489 shares; 2025Q1: 10,208 shares; 2025Q2: 10,021 shares; 2025Q3: 10,451 shares 10,451 $748K 0.05% +430 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: 2,407 shares; 2024Q4: 2,473 shares; 2025Q1: 2,564 shares; 2025Q2: 2,693 shares; 2025Q3: 2,642 shares 2,642 $746K 0.05% -51 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: 3,562 shares; 2024Q4: 3,124 shares; 2025Q1: 3,641 shares; 2025Q2: 3,438 shares; 2025Q3: 3,901 shares 3,901 $745K 0.05% +463 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 11,829 shares; 2025Q1: 11,814 shares; 2025Q2: 11,874 shares; 2025Q3: 11,931 shares 11,931 $734K 0.05% +57 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 11,857 shares; 2025Q1: 13,260 shares; 2025Q2: 13,440 shares; 2025Q3: 13,024 shares 13,024 $731K 0.05% -416 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: 34,316 shares; 2024Q4: 34,541 shares; 2025Q1: 41,588 shares; 2025Q2: 47,361 shares; 2025Q3: 44,804 shares 44,804 $729K 0.05% -2,557 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: 5,717 shares; 2024Q4: 5,729 shares; 2025Q1: 6,838 shares; 2025Q2: 7,066 shares; 2025Q3: 7,121 shares 7,121 $723K 0.05% +55 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: 7,490 shares; 2024Q4: 7,525 shares; 2025Q1: 7,540 shares; 2025Q2: 7,566 shares; 2025Q3: 7,596 shares 7,596 $723K 0.05% +30 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: 12,886 shares; 2025Q1: 13,671 shares; 2025Q2: 14,232 shares; 2025Q3: 13,947 shares 13,947 $703K 0.05% -285 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,568 shares; 2024Q4: 15,532 shares; 2025Q1: 17,955 shares; 2025Q2: 16,095 shares; 2025Q3: 15,975 shares 15,975 $697K 0.05% -120 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 11,324 shares; 2025Q1: 11,324 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares 11,324 $693K 0.05% 0 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: 7,775 shares; 2024Q4: 7,753 shares; 2025Q1: 8,024 shares; 2025Q2: 8,373 shares; 2025Q3: 8,354 shares 8,354 $693K 0.05% -19 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: 4,739 shares; 2024Q4: 4,768 shares; 2025Q1: 5,251 shares; 2025Q2: 6,639 shares; 2025Q3: 6,043 shares 6,043 $692K 0.05% -596 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: 50,479 shares; 2024Q4: 53,149 shares; 2025Q1: 60,666 shares; 2025Q2: 61,180 shares; 2025Q3: 64,842 shares 64,842 $680K 0.05% +3,662 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: 2,230 shares; 2024Q4: 2,357 shares; 2025Q1: 2,453 shares; 2025Q2: 2,481 shares; 2025Q3: 2,591 shares 2,591 $676K 0.05% +110 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: 1,543 shares; 2024Q4: 1,629 shares; 2025Q1: 1,672 shares; 2025Q2: 1,860 shares; 2025Q3: 1,907 shares 1,907 $670K 0.05% +47 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: 9,338 shares; 2024Q4: 9,314 shares; 2025Q1: 10,923 shares; 2025Q2: 11,850 shares; 2025Q3: 11,208 shares 11,208 $664K 0.05% -642 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: 6,272 shares; 2024Q4: 6,413 shares; 2025Q1: 6,839 shares; 2025Q2: 7,582 shares; 2025Q3: 8,074 shares 8,074 $662K 0.05% +492 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: 14,796 shares; 2024Q4: 11,227 shares; 2025Q1: 18,433 shares; 2025Q2: 19,486 shares; 2025Q3: 19,682 shares 19,682 $660K 0.05% +196 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,045 shares; 2024Q4: 15,209 shares; 2025Q1: 15,219 shares; 2025Q2: 15,237 shares; 2025Q3: 15,175 shares 15,175 $659K 0.05% -62 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: 4,500 shares; 2024Q4: 4,670 shares; 2025Q1: 5,198 shares; 2025Q2: 5,790 shares; 2025Q3: 5,914 shares 5,914 $656K 0.05% +124 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 2,590 shares; 2025Q1: 3,107 shares; 2025Q2: 3,226 shares; 2025Q3: 3,211 shares 3,211 $654K 0.05% -15 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: 13,122 shares; 2024Q4: 13,306 shares; 2025Q1: 13,852 shares; 2025Q2: 13,543 shares; 2025Q3: 11,737 shares 11,737 $651K 0.05% -1,806 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: 1,040 shares; 2024Q4: 1,034 shares; 2025Q1: 981 shares; 2025Q2: 1,077 shares; 2025Q3: 1,301 shares 1,301 $642K 0.04% +224 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: 28,792 shares; 2024Q4: 29,438 shares; 2025Q1: 31,880 shares; 2025Q2: 31,876 shares; 2025Q3: 33,315 shares 33,315 $641K 0.04% +1,439 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: 2,413 shares; 2024Q4: 2,397 shares; 2025Q1: 2,707 shares; 2025Q2: 2,560 shares; 2025Q3: 2,657 shares 2,657 $636K 0.04% +97 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 32,254 shares; 2025Q1: 39,415 shares; 2025Q2: 45,096 shares; 2025Q3: 44,812 shares 44,812 $626K 0.04% -284 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: 129 shares; 2024Q4: 132 shares; 2025Q1: 140 shares; 2025Q2: 145 shares; 2025Q3: 146 shares 146 $626K 0.04% +1 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 5,756 shares; 2025Q1: 6,964 shares; 2025Q2: 7,639 shares; 2025Q3: 7,808 shares 7,808 $624K 0.04% +169 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: 603 shares; 2024Q4: 617 shares; 2025Q1: 641 shares; 2025Q2: 977 shares; 2025Q3: 967 shares 967 $618K 0.04% -10 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: 1,666 shares; 2024Q4: 1,684 shares; 2025Q1: 1,844 shares; 2025Q2: 1,902 shares; 2025Q3: 1,874 shares 1,874 $617K 0.04% -28 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: 2,110 shares; 2024Q4: 2,134 shares; 2025Q1: 2,342 shares; 2025Q2: 2,460 shares; 2025Q3: 2,493 shares 2,493 $613K 0.04% +33 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: 6,651 shares; 2024Q4: 7,023 shares; 2025Q1: 7,592 shares; 2025Q2: 7,751 shares; 2025Q3: 7,213 shares 7,213 $610K 0.04% -538 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 8,046 shares; 2025Q1: 18,411 shares; 2025Q2: 14,087 shares; 2025Q3: 13,943 shares 13,943 $599K 0.04% -144 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: 1,056 shares; 2025Q1: 1,050 shares; 2025Q2: 852 shares; 2025Q3: 829 shares 829 $596K 0.04% -23 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: 1,684 shares; 2024Q4: 1,518 shares; 2025Q1: 2,009 shares; 2025Q2: 2,423 shares; 2025Q3: 1,836 shares 1,836 $593K 0.04% -587 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: 3,136 shares; 2024Q4: 3,186 shares; 2025Q1: 3,447 shares; 2025Q2: 3,723 shares; 2025Q3: 3,506 shares 3,506 $591K 0.04% -217 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,351 shares; 2025Q1: 9,157 shares; 2025Q2: 9,418 shares; 2025Q3: 9,577 shares 9,577 $590K 0.04% +159 Timeline ESGV 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: 4,621 shares; 2024Q4: 4,712 shares; 2025Q1: 4,958 shares; 2025Q2: 4,976 shares; 2025Q3: 4,979 shares 4,979 $590K 0.04% +3 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: 2,851 shares; 2024Q4: 2,505 shares; 2025Q1: 2,784 shares; 2025Q2: 3,011 shares; 2025Q3: 3,047 shares 3,047 $587K 0.04% +36 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: 3,717 shares; 2024Q4: 3,021 shares; 2025Q1: 3,530 shares; 2025Q2: 6,034 shares; 2025Q3: 6,145 shares 6,145 $582K 0.04% +111 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: 2,196 shares; 2024Q4: 2,237 shares; 2025Q1: 2,563 shares; 2025Q2: 2,850 shares; 2025Q3: 2,734 shares 2,734 $576K 0.04% -116 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,037 shares; 2024Q4: 16,062 shares; 2025Q1: 16,061 shares; 2025Q2: 16,160 shares; 2025Q3: 17,209 shares 17,209 $570K 0.04% +1,049 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,352 shares; 2024Q4: 181,096 shares; 2025Q1: 203,465 shares; 2025Q2: 186,269 shares; 2025Q3: 215,831 shares 215,831 $568K 0.04% +29,562 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,747 shares; 2025Q1: 4,056 shares; 2025Q2: 4,335 shares; 2025Q3: 4,352 shares 4,352 $567K 0.04% +17 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: 2,094 shares; 2024Q4: 2,105 shares; 2025Q1: 2,711 shares; 2025Q2: 2,891 shares; 2025Q3: 3,239 shares 3,239 $553K 0.04% +348 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: 15,367 shares; 2024Q4: 12,866 shares; 2025Q1: 13,558 shares; 2025Q2: 15,429 shares; 2025Q3: 15,534 shares 15,534 $552K 0.04% +105 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: 1,042 shares; 2024Q4: 1,011 shares; 2025Q1: 1,075 shares; 2025Q2: 1,112 shares; 2025Q3: 1,157 shares 1,157 $551K 0.04% +45 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: 1,906 shares; 2024Q4: 1,824 shares; 2025Q1: 2,021 shares; 2025Q2: 2,128 shares; 2025Q3: 1,911 shares 1,911 $551K 0.04% -217 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: 1,750 shares; 2024Q4: 1,821 shares; 2025Q1: 1,913 shares; 2025Q2: 1,971 shares; 2025Q3: 1,962 shares 1,962 $548K 0.04% -9 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: 1,273 shares; 2024Q4: 1,281 shares; 2025Q1: 1,462 shares; 2025Q2: 2,407 shares; 2025Q3: 2,102 shares 2,102 $547K 0.04% -305 Timeline ESML 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: 12,019 shares; 2024Q4: 12,044 shares; 2025Q1: 12,076 shares; 2025Q2: 12,002 shares; 2025Q3: 11,967 shares 11,967 $539K 0.04% -35 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,325 shares; 2025Q1: 4,298 shares; 2025Q2: 4,308 shares; 2025Q3: 4,275 shares 4,275 $538K 0.04% -33 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: 577 shares; 2024Q4: 579 shares; 2025Q1: 624 shares; 2025Q2: 699 shares; 2025Q3: 705 shares 705 $534K 0.04% +6 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: 834 shares; 2024Q4: 852 shares; 2025Q1: 965 shares; 2025Q2: 1,519 shares; 2025Q3: 1,496 shares 1,496 $533K 0.04% -23 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,650 shares; 2025Q2: 1,614 shares; 2025Q3: 1,638 shares 1,638 $530K 0.04% +24 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: 462 shares; 2024Q4: 462 shares; 2025Q1: 489 shares; 2025Q2: 550 shares; 2025Q3: 555 shares 555 $530K 0.04% +5 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: 3,169 shares; 2024Q4: 3,083 shares; 2025Q1: 3,421 shares; 2025Q2: 3,924 shares; 2025Q3: 3,880 shares 3,880 $528K 0.04% -44 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: 1,463 shares; 2024Q4: 1,423 shares; 2025Q1: 1,491 shares; 2025Q2: 1,581 shares; 2025Q3: 1,661 shares 1,661 $528K 0.04% +80 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: 932 shares; 2024Q4: 917 shares; 2025Q1: 1,116 shares; 2025Q2: 1,260 shares; 2025Q3: 1,233 shares 1,233 $526K 0.04% -27 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,148 shares; 2024Q4: 38,836 shares; 2025Q1: 41,488 shares; 2025Q2: 44,851 shares; 2025Q3: 47,338 shares 47,338 $525K 0.04% +2,487 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: 6,108 shares; 2024Q4: 7,282 shares; 2025Q1: 7,563 shares; 2025Q2: 7,715 shares; 2025Q3: 7,710 shares 7,710 $520K 0.04% -5 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,827 shares; 2024Q4: 57,828 shares; 2025Q1: 68,371 shares; 2025Q2: 70,758 shares; 2025Q3: 68,398 shares 68,398 $518K 0.04% -2,360 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: 1,668 shares; 2024Q4: 1,976 shares; 2025Q1: 2,201 shares; 2025Q2: 2,551 shares; 2025Q3: 2,342 shares 2,342 $517K 0.04% -209 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,378 shares; 2025Q1: 3,525 shares; 2025Q2: 3,990 shares; 2025Q3: 4,156 shares 4,156 $514K 0.04% +166 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,638 shares; 2025Q1: 2,465 shares; 2025Q2: 1,446 shares; 2025Q3: 1,979 shares 1,979 $514K 0.04% +533 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: 6,420 shares; 2024Q4: 6,252 shares; 2025Q1: 6,374 shares; 2025Q2: 6,948 shares; 2025Q3: 6,117 shares 6,117 $513K 0.04% -831 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: 474 shares; 2024Q4: 485 shares; 2025Q1: 495 shares; 2025Q2: 519 shares; 2025Q3: 538 shares 538 $513K 0.04% +19 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: 697 shares; 2024Q4: 668 shares; 2025Q1: 710 shares; 2025Q2: 1,029 shares; 2025Q3: 1,025 shares 1,025 $511K 0.04% -4 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: 664 shares; 2024Q4: 716 shares; 2025Q1: 838 shares; 2025Q2: 869 shares; 2025Q3: 837 shares 837 $510K 0.04% -32 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: 6,244 shares; 2024Q4: 8,003 shares; 2025Q1: 8,581 shares; 2025Q2: 8,739 shares; 2025Q3: 9,125 shares 9,125 $509K 0.04% +386 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 18,837 shares; 2025Q1: 18,925 shares; 2025Q2: 18,502 shares; 2025Q3: 18,587 shares 18,587 $507K 0.04% +85 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 6,906 shares; 2025Q1: 6,841 shares; 2025Q2: 6,697 shares; 2025Q3: 7,498 shares 7,498 $506K 0.04% +801 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: 1,053 shares; 2024Q4: 1,059 shares; 2025Q1: 1,162 shares; 2025Q2: 1,159 shares; 2025Q3: 1,195 shares 1,195 $504K 0.03% +36 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: not reported; 2024Q4: not reported; 2025Q1: 3,310 shares; 2025Q2: 3,357 shares; 2025Q3: 3,323 shares 3,323 $501K 0.03% -34 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,284 shares; 2025Q1: 4,497 shares; 2025Q2: 4,449 shares; 2025Q3: 4,459 shares 4,459 $499K 0.03% +10 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: 61,787 shares; 2024Q4: 64,747 shares; 2025Q1: 70,381 shares; 2025Q2: 73,798 shares; 2025Q3: 74,323 shares 74,323 $498K 0.03% +525 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: 5,931 shares; 2024Q4: 6,674 shares; 2025Q1: 7,150 shares; 2025Q2: 8,261 shares; 2025Q3: 7,830 shares 7,830 $496K 0.03% -431 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5,044 shares; 2025Q1: 5,434 shares; 2025Q2: 6,400 shares; 2025Q3: 7,183 shares 7,183 $493K 0.03% +783 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 7,340 shares; 2025Q1: 7,340 shares; 2025Q2: 7,340 shares; 2025Q3: 5,510 shares 5,510 $490K 0.03% -1,830 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: 4,804 shares; 2024Q4: 4,815 shares; 2025Q1: 4,825 shares; 2025Q2: 4,161 shares; 2025Q3: 3,421 shares 3,421 $482K 0.03% -740 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: 555 shares; 2024Q4: 536 shares; 2025Q1: 582 shares; 2025Q2: 619 shares; 2025Q3: 615 shares 615 $482K 0.03% -4 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: 1,858 shares; 2024Q4: 1,878 shares; 2025Q1: 1,995 shares; 2025Q2: 2,159 shares; 2025Q3: 2,235 shares 2,235 $480K 0.03% +76 Timeline ACWV 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: 3,940 shares; 2024Q4: 3,969 shares; 2025Q1: 3,969 shares; 2025Q2: 3,990 shares; 2025Q3: 3,990 shares 3,990 $478K 0.03% 0 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: 1,904 shares; 2024Q4: 2,382 shares; 2025Q1: 2,459 shares; 2025Q2: 2,508 shares; 2025Q3: 2,326 shares 2,326 $477K 0.03% -182 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 4,853 shares; 2025Q1: 8,372 shares; 2025Q2: 7,971 shares; 2025Q3: 7,971 shares 7,971 $476K 0.03% 0 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: 2,441 shares; 2025Q2: 2,739 shares; 2025Q3: 2,786 shares 2,786 $470K 0.03% +47 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: not reported; 2024Q4: 1,212 shares; 2025Q1: 1,353 shares; 2025Q2: 1,692 shares; 2025Q3: 1,726 shares 1,726 $469K 0.03% +34 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,138 shares; 2025Q1: 3,291 shares; 2025Q2: 3,234 shares; 2025Q3: 3,911 shares 3,911 $469K 0.03% +677 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: 21,858 shares; 2024Q4: 21,062 shares; 2025Q1: 19,684 shares; 2025Q2: 19,711 shares; 2025Q3: 14,807 shares 14,807 $465K 0.03% -4,904 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: 1,423 shares; 2024Q4: 1,445 shares; 2025Q1: 1,610 shares; 2025Q2: 1,705 shares; 2025Q3: 1,787 shares 1,787 $464K 0.03% +82 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: 3,013 shares; 2024Q4: 3,075 shares; 2025Q1: 3,660 shares; 2025Q2: 4,119 shares; 2025Q3: 4,244 shares 4,244 $462K 0.03% +125 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 5,167 shares; 2025Q1: 5,438 shares; 2025Q2: 5,655 shares; 2025Q3: 5,668 shares 5,668 $453K 0.03% +13 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,822 shares; 2025Q1: 25,447 shares; 2025Q2: 31,082 shares; 2025Q3: 36,580 shares 36,580 $450K 0.03% +5,498 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: 782 shares; 2024Q4: 774 shares; 2025Q1: 821 shares; 2025Q2: 920 shares; 2025Q3: 914 shares 914 $449K 0.03% -6 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: 842 shares; 2024Q4: 824 shares; 2025Q1: 1,158 shares; 2025Q2: 1,243 shares; 2025Q3: 1,143 shares 1,143 $448K 0.03% -100 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: 1,020 shares; 2024Q4: 1,021 shares; 2025Q1: 1,221 shares; 2025Q2: 1,290 shares; 2025Q3: 1,291 shares 1,291 $440K 0.03% +1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 6,481 shares; 2025Q1: 7,475 shares; 2025Q2: 8,866 shares; 2025Q3: 8,720 shares 8,720 $440K 0.03% -146 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: 5,654 shares; 2024Q4: 5,989 shares; 2025Q1: 6,916 shares; 2025Q2: 7,945 shares; 2025Q3: 8,232 shares 8,232 $437K 0.03% +287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: 1,592 shares 1,592 $436K 0.03% +52 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: 10,636 shares; 2025Q1: 12,094 shares; 2025Q2: 17,882 shares; 2025Q3: 21,025 shares 21,025 $435K 0.03% +3,143 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: 1,247 shares; 2024Q4: 1,122 shares; 2025Q1: 1,198 shares; 2025Q2: 1,325 shares; 2025Q3: 1,389 shares 1,389 $434K 0.03% +64 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: 7,252 shares; 2024Q4: 7,335 shares; 2025Q1: 8,182 shares; 2025Q2: 8,929 shares; 2025Q3: 8,958 shares 8,958 $433K 0.03% +29 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: 4,582 shares; 2024Q4: 4,594 shares; 2025Q1: 4,795 shares; 2025Q2: 4,980 shares; 2025Q3: 5,179 shares 5,179 $432K 0.03% +199 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,930 shares; 2025Q1: 9,003 shares; 2025Q2: 9,084 shares; 2025Q3: 8,563 shares 8,563 $432K 0.03% -521 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,776 shares; 2025Q1: 6,897 shares; 2025Q2: 7,097 shares; 2025Q3: 6,674 shares 6,674 $431K 0.03% -423 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 12,974 shares; 2025Q1: 12,885 shares; 2025Q2: 12,947 shares; 2025Q3: 13,059 shares 13,059 $429K 0.03% +112 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: 13,192 shares; 2024Q4: 14,472 shares; 2025Q1: 15,435 shares; 2025Q2: 16,305 shares; 2025Q3: 16,456 shares 16,456 $429K 0.03% +151 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 6,105 shares; 2025Q1: 7,679 shares; 2025Q2: 7,335 shares; 2025Q3: 7,154 shares 7,154 $427K 0.03% -181 ESGU 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: 2,975 shares; 2024Q4: 2,972 shares; 2025Q1: 2,980 shares; 2025Q2: 2,929 shares; 2025Q3: 2,928 shares 2,928 $426K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: 2,193 shares; 2025Q2: 2,938 shares; 2025Q3: 3,000 shares 3,000 $418K 0.03% +62 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: 1,168 shares; 2024Q4: 1,180 shares; 2025Q1: 1,325 shares; 2025Q2: 1,680 shares; 2025Q3: 1,732 shares 1,732 $417K 0.03% +52 Timeline ROUNDHILL ROUNDHILL More: the full row for ROUNDHILL 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: 75,575 shares 75,575 $413K 0.03% new 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: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 3,426 shares; 2025Q3: 4,001 shares 4,001 $413K 0.03% +575 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: 3,004 shares; 2024Q4: 2,809 shares; 2025Q1: 3,323 shares; 2025Q2: 3,318 shares; 2025Q3: 3,079 shares 3,079 $411K 0.03% -239 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,381 shares; 2024Q4: 23,782 shares; 2025Q1: 47,264 shares; 2025Q2: 66,675 shares; 2025Q3: 77,797 shares 77,797 $406K 0.03% +11,122 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 19,746 shares; 2025Q1: 21,044 shares; 2025Q2: 21,175 shares; 2025Q3: 17,155 shares 17,155 $399K 0.03% -4,020 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,390 shares; 2025Q1: 5,604 shares; 2025Q2: 4,968 shares; 2025Q3: 5,346 shares 5,346 $398K 0.03% +378 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,756 shares; 2025Q1: 3,211 shares; 2025Q2: 3,330 shares; 2025Q3: 3,281 shares 3,281 $398K 0.03% -49 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: 1,040 shares; 2024Q4: 1,100 shares; 2025Q1: 1,273 shares; 2025Q2: 1,333 shares; 2025Q3: 1,302 shares 1,302 $398K 0.03% -31 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: 2,902 shares; 2024Q4: 2,781 shares; 2025Q1: 3,229 shares; 2025Q2: 5,631 shares; 2025Q3: 4,949 shares 4,949 $396K 0.03% -682 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: 24,347 shares; 2024Q4: 24,347 shares; 2025Q1: 24,653 shares; 2025Q2: 24,653 shares; 2025Q3: 24,756 shares 24,756 $395K 0.03% +103 Timeline PABU 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: 5,682 shares; 2024Q4: 5,700 shares; 2025Q1: 5,578 shares; 2025Q2: 5,468 shares; 2025Q3: 5,480 shares 5,480 $394K 0.03% +12 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: 1,386 shares; 2024Q4: 1,452 shares; 2025Q1: 1,590 shares; 2025Q2: 1,678 shares; 2025Q3: 1,714 shares 1,714 $393K 0.03% +36 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: 23,862 shares; 2024Q4: 22,063 shares; 2025Q1: 22,068 shares; 2025Q2: 22,727 shares; 2025Q3: 22,733 shares 22,733 $390K 0.03% +6 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares 3,492 $390K 0.03% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,421 shares; 2025Q1: 2,784 shares; 2025Q2: 2,507 shares; 2025Q3: 2,932 shares 2,932 $388K 0.03% +425 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: 4,105 shares; 2024Q4: 4,340 shares; 2025Q1: 4,848 shares; 2025Q2: 5,554 shares; 2025Q3: 5,750 shares 5,750 $387K 0.03% +196 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: 3,397 shares; 2024Q4: 3,363 shares; 2025Q1: 3,421 shares; 2025Q2: 3,253 shares; 2025Q3: 2,998 shares 2,998 $387K 0.03% -255 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,518 shares; 2025Q1: 6,279 shares; 2025Q2: 6,513 shares; 2025Q3: 6,431 shares 6,431 $386K 0.03% -82 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: 705 shares; 2024Q4: 706 shares; 2025Q1: 817 shares; 2025Q2: 1,226 shares; 2025Q3: 1,329 shares 1,329 $384K 0.03% +103 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: 7,589 shares; 2024Q4: 7,700 shares; 2025Q1: 8,475 shares; 2025Q2: 9,041 shares; 2025Q3: 8,032 shares 8,032 $384K 0.03% -1,009 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,036 shares; 2025Q1: 3,504 shares; 2025Q2: 7,790 shares; 2025Q3: 7,761 shares 7,761 $381K 0.03% -29 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,578 shares; 2025Q1: 1,675 shares; 2025Q2: 1,891 shares; 2025Q3: 1,896 shares 1,896 $380K 0.03% +5 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,342 shares; 2025Q1: 2,456 shares; 2025Q2: 2,495 shares; 2025Q3: 2,442 shares 2,442 $379K 0.03% -53 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: 3,864 shares; 2024Q4: not reported; 2025Q1: 4,320 shares; 2025Q2: 4,779 shares; 2025Q3: 4,994 shares 4,994 $376K 0.03% +215 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: 3,470 shares; 2024Q4: 3,473 shares; 2025Q1: 3,875 shares; 2025Q2: 4,076 shares; 2025Q3: 4,127 shares 4,127 $375K 0.03% +51 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,523 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,529 shares 1,529 $373K 0.03% +3 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: 745 shares; 2024Q4: 798 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 899 shares 899 $373K 0.03% +4 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: 3,109 shares; 2024Q4: 3,081 shares; 2025Q1: 3,341 shares; 2025Q2: 3,256 shares; 2025Q3: 3,334 shares 3,334 $372K 0.03% +78 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,188 shares; 2025Q1: not reported; 2025Q2: 4,293 shares; 2025Q3: 4,293 shares 4,293 $370K 0.03% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 11,404 shares; 2025Q1: 12,133 shares; 2025Q2: 12,136 shares; 2025Q3: 12,147 shares 12,147 $369K 0.03% +11 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,459 shares; 2024Q4: 15,606 shares; 2025Q1: 14,335 shares; 2025Q2: 14,028 shares; 2025Q3: 14,144 shares 14,144 $364K 0.03% +116 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 8,581 shares; 2025Q1: 10,278 shares; 2025Q2: 10,798 shares; 2025Q3: 11,374 shares 11,374 $364K 0.03% +576 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: 3,519 shares; 2024Q4: 4,243 shares; 2025Q1: 3,601 shares; 2025Q2: 3,899 shares; 2025Q3: 4,038 shares 4,038 $363K 0.03% +139 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: 1,423 shares; 2024Q4: 1,329 shares; 2025Q1: 1,406 shares; 2025Q2: 1,540 shares; 2025Q3: 1,542 shares 1,542 $362K 0.03% +2 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP 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: 4,092 shares; 2025Q3: 4,816 shares 4,816 $362K 0.03% +724 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: 9,844 shares; 2024Q4: 9,980 shares; 2025Q1: 10,653 shares; 2025Q2: 11,117 shares; 2025Q3: 11,563 shares 11,563 $360K 0.02% +446 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: 640 shares; 2024Q4: 749 shares; 2025Q1: 814 shares; 2025Q2: 935 shares; 2025Q3: 781 shares 781 $357K 0.02% -154 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: 4,664 shares; 2024Q4: 5,315 shares; 2025Q1: 6,516 shares; 2025Q2: 6,980 shares; 2025Q3: 5,708 shares 5,708 $357K 0.02% -1,272 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: 2,506 shares; 2024Q4: 2,509 shares; 2025Q1: 2,493 shares; 2025Q2: 2,495 shares; 2025Q3: 2,497 shares 2,497 $356K 0.02% +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: not reported; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,476 shares; 2025Q3: 1,445 shares 1,445 $354K 0.02% -31 Timeline VSGX 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: 2,815 shares; 2024Q4: 2,716 shares; 2025Q1: 2,733 shares; 2025Q2: 2,717 shares; 2025Q3: 5,086 shares 5,086 $353K 0.02% +2,369 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: 2,596 shares; 2024Q4: 2,605 shares; 2025Q1: 2,859 shares; 2025Q2: 2,963 shares; 2025Q3: 2,818 shares 2,818 $350K 0.02% -145 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: 13,091 shares; 2024Q4: 13,048 shares; 2025Q1: 13,114 shares; 2025Q2: 14,156 shares; 2025Q3: 14,193 shares 14,193 $349K 0.02% +37 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: 2,561 shares; 2024Q4: not reported; 2025Q1: 3,277 shares; 2025Q2: 2,992 shares; 2025Q3: 3,651 shares 3,651 $348K 0.02% +659 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: 875 shares; 2024Q4: 898 shares; 2025Q1: 1,043 shares; 2025Q2: 1,090 shares; 2025Q3: 1,122 shares 1,122 $348K 0.02% +32 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: 1,539 shares; 2024Q4: 1,559 shares; 2025Q1: 1,674 shares; 2025Q2: 1,872 shares; 2025Q3: 1,723 shares 1,723 $346K 0.02% -149 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: not reported; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 1,707 shares; 2025Q3: 1,752 shares 1,752 $343K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,324 shares; 2025Q3: 4,067 shares 4,067 $343K 0.02% -257 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 8,686 shares; 2025Q1: 8,706 shares; 2025Q2: 8,738 shares; 2025Q3: 9,319 shares 9,319 $340K 0.02% +581 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: 422 shares; 2024Q4: 431 shares; 2025Q1: 452 shares; 2025Q2: 537 shares; 2025Q3: 539 shares 539 $340K 0.02% +2 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: 3,511 shares; 2024Q4: 3,521 shares; 2025Q1: 3,773 shares; 2025Q2: 4,131 shares; 2025Q3: 3,987 shares 3,987 $335K 0.02% -144 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: 6,749 shares; 2024Q4: 9,897 shares; 2025Q1: 9,169 shares; 2025Q2: 10,428 shares; 2025Q3: 10,837 shares 10,837 $334K 0.02% +409 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: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,094 shares; 2025Q2: 4,587 shares; 2025Q3: 4,239 shares 4,239 $333K 0.02% -348 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,275 shares; 2024Q4: 24,344 shares; 2025Q1: 26,817 shares; 2025Q2: 26,753 shares; 2025Q3: 25,406 shares 25,406 $332K 0.02% -1,347 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: not reported; 2024Q4: 2,433 shares; 2025Q1: 2,679 shares; 2025Q2: 3,093 shares; 2025Q3: 3,015 shares 3,015 $331K 0.02% -78 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: 2,181 shares; 2024Q4: 2,209 shares; 2025Q1: 2,337 shares; 2025Q2: 2,607 shares; 2025Q3: 2,261 shares 2,261 $331K 0.02% -346 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: 769 shares; 2024Q4: 778 shares; 2025Q1: 856 shares; 2025Q2: 844 shares; 2025Q3: 783 shares 783 $331K 0.02% -61 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: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 3,073 shares; 2025Q2: 3,256 shares; 2025Q3: 3,427 shares 3,427 $331K 0.02% +171 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: 926 shares; 2024Q4: 952 shares; 2025Q1: 1,013 shares; 2025Q2: 1,091 shares; 2025Q3: 1,092 shares 1,092 $328K 0.02% +1 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: 3,686 shares; 2024Q4: not reported; 2025Q1: 4,269 shares; 2025Q2: 5,355 shares; 2025Q3: 5,382 shares 5,382 $327K 0.02% +27 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: 6,947 shares; 2024Q4: 6,656 shares; 2025Q1: 7,265 shares; 2025Q2: 8,226 shares; 2025Q3: 8,311 shares 8,311 $326K 0.02% +85 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: 1,446 shares; 2024Q4: 1,453 shares; 2025Q1: 1,565 shares; 2025Q2: 1,682 shares; 2025Q3: 1,731 shares 1,731 $325K 0.02% +49 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,340 shares; 2025Q1: 2,370 shares; 2025Q2: 2,412 shares; 2025Q3: 2,466 shares 2,466 $324K 0.02% +54 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: 1,087 shares; 2024Q4: 1,088 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares 1,087 $324K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 589 shares; 2025Q1: 627 shares; 2025Q2: 669 shares; 2025Q3: 665 shares 665 $323K 0.02% -4 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: 3,404 shares; 2024Q4: 3,794 shares; 2025Q1: 3,867 shares; 2025Q2: 4,113 shares; 2025Q3: 4,623 shares 4,623 $322K 0.02% +510 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: 417 shares; 2024Q4: 451 shares; 2025Q1: 528 shares; 2025Q2: 532 shares; 2025Q3: 568 shares 568 $322K 0.02% +36 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 2,867 shares 2,867 $322K 0.02% new 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: 1,056 shares; 2024Q4: 1,252 shares; 2025Q1: 1,468 shares; 2025Q2: 1,350 shares; 2025Q3: 1,163 shares 1,163 $317K 0.02% -187 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: 4,486 shares; 2024Q4: 5,182 shares; 2025Q1: 6,414 shares; 2025Q2: 6,364 shares; 2025Q3: 5,291 shares 5,291 $315K 0.02% -1,073 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,313 shares; 2025Q1: 4,323 shares; 2025Q2: 4,335 shares; 2025Q3: 4,345 shares 4,345 $315K 0.02% +10 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 612 shares; 2025Q2: 614 shares; 2025Q3: 614 shares 614 $313K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,537 shares 1,537 $310K 0.02% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: 883 shares 883 $309K 0.02% -3 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 7,520 shares; 2025Q1: 9,079 shares; 2025Q2: 9,153 shares; 2025Q3: 9,228 shares 9,228 $308K 0.02% +75 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,945 shares; 2025Q3: 2,010 shares 2,010 $306K 0.02% +65 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: not reported; 2024Q4: 1,366 shares; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 2,349 shares 2,349 $305K 0.02% +102 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: 2,222 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,206 shares 2,206 $305K 0.02% -16 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: 1,780 shares; 2024Q4: 1,598 shares; 2025Q1: 1,918 shares; 2025Q2: 1,864 shares; 2025Q3: 2,004 shares 2,004 $305K 0.02% +140 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: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 915 shares; 2025Q3: 1,018 shares 1,018 $303K 0.02% +103 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,628 shares; 2025Q1: 1,645 shares; 2025Q2: 1,304 shares; 2025Q3: 1,620 shares 1,620 $303K 0.02% +316 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: 5,572 shares; 2024Q4: 4,627 shares; 2025Q1: not reported; 2025Q2: 6,620 shares; 2025Q3: 6,624 shares 6,624 $303K 0.02% +4 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,973 shares; 2025Q1: 6,046 shares; 2025Q2: 5,384 shares; 2025Q3: 6,147 shares 6,147 $302K 0.02% +763 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,294 shares; 2024Q4: 35,503 shares; 2025Q1: 39,391 shares; 2025Q2: 35,580 shares; 2025Q3: 41,435 shares 41,435 $301K 0.02% +5,855 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: not reported; 2024Q4: not reported; 2025Q1: 1,534 shares; 2025Q2: 1,745 shares; 2025Q3: 1,769 shares 1,769 $301K 0.02% +24 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 9,903 shares; 2025Q1: 9,921 shares; 2025Q2: 9,949 shares; 2025Q3: 8,876 shares 8,876 $301K 0.02% -1,073 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: 7,016 shares; 2024Q4: 9,161 shares; 2025Q1: 10,461 shares; 2025Q2: 8,970 shares; 2025Q3: 8,696 shares 8,696 $300K 0.02% -274 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: 1,330 shares; 2024Q4: 1,428 shares; 2025Q1: 1,666 shares; 2025Q2: 1,767 shares; 2025Q3: 1,723 shares 1,723 $298K 0.02% -44 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: 3,186 shares; 2025Q3: 4,041 shares 4,041 $297K 0.02% +855 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 6,709 shares; 2025Q1: 7,425 shares; 2025Q2: 6,642 shares; 2025Q3: 6,284 shares 6,284 $297K 0.02% -358 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,387 shares; 2025Q3: 1,693 shares 1,693 $296K 0.02% +306 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 13,188 shares; 2025Q1: 13,188 shares; 2025Q2: 13,223 shares; 2025Q3: 11,914 shares 11,914 $296K 0.02% -1,309 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,728 shares; 2025Q2: 1,746 shares; 2025Q3: 1,749 shares 1,749 $296K 0.02% +3 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: 344 shares; 2025Q2: not reported; 2025Q3: 401 shares 401 $296K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,568 shares; 2025Q3: 1,504 shares 1,504 $295K 0.02% -64 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: 2,229 shares; 2024Q4: 1,913 shares; 2025Q1: 10,849 shares; 2025Q2: 10,624 shares; 2025Q3: 11,287 shares 11,287 $295K 0.02% +663 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: not reported; 2025Q1: 11,274 shares; 2025Q2: 12,550 shares; 2025Q3: 13,630 shares 13,630 $294K 0.02% +1,080 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: not reported; 2024Q4: not reported; 2025Q1: 1,565 shares; 2025Q2: 1,737 shares; 2025Q3: 1,868 shares 1,868 $294K 0.02% +131 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: 1,523 shares; 2025Q3: 1,368 shares 1,368 $294K 0.02% -155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: 860 shares 860 $290K 0.02% -26 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: not reported; 2025Q3: 4,122 shares 4,122 $290K 0.02% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 6,812 shares; 2025Q1: 7,732 shares; 2025Q2: 8,256 shares; 2025Q3: 8,234 shares 8,234 $288K 0.02% -22 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 509 shares 509 $288K 0.02% +62 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: 1,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 1,694 shares 1,694 $287K 0.02% +111 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: not reported; 2024Q4: not reported; 2025Q1: 4,758 shares; 2025Q2: 4,525 shares; 2025Q3: 4,674 shares 4,674 $286K 0.02% +149 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,067 shares; 2025Q1: 8,067 shares; 2025Q2: 8,067 shares; 2025Q3: 8,067 shares 8,067 $286K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,208 shares; 2025Q2: 5,644 shares; 2025Q3: 6,350 shares 6,350 $286K 0.02% +706 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: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,918 shares; 2025Q2: 2,154 shares; 2025Q3: 2,133 shares 2,133 $284K 0.02% -21 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: 3,073 shares; 2024Q4: not reported; 2025Q1: 3,302 shares; 2025Q2: 3,673 shares; 2025Q3: 3,908 shares 3,908 $284K 0.02% +235 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,545 shares; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,975 shares 1,975 $281K 0.02% +80 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,212 shares; 2025Q1: 10,556 shares; 2025Q2: 10,343 shares; 2025Q3: 11,924 shares 11,924 $279K 0.02% +1,581 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: 5,514 shares; 2024Q4: 6,736 shares; 2025Q1: 7,851 shares; 2025Q2: 7,900 shares; 2025Q3: 6,187 shares 6,187 $279K 0.02% -1,713 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: 474 shares; 2024Q4: 471 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares 468 $279K 0.02% 0 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: 172 shares; 2024Q4: 173 shares; 2025Q1: 192 shares; 2025Q2: 218 shares; 2025Q3: 211 shares 211 $278K 0.02% -7 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 6,596 shares; 2025Q1: 7,335 shares; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares 7,335 $277K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: 1,609 shares; 2025Q2: 1,622 shares; 2025Q3: 1,458 shares 1,458 $276K 0.02% -164 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 593 shares; 2025Q3: 593 shares 593 $275K 0.02% 0 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,397 shares; 2024Q4: 11,434 shares; 2025Q1: 11,896 shares; 2025Q2: 12,561 shares; 2025Q3: 11,773 shares 11,773 $275K 0.02% -788 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: 6,542 shares; 2025Q3: 6,562 shares 6,562 $274K 0.02% +20 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: 35,780 shares; 2024Q4: 43,429 shares; 2025Q1: 57,598 shares; 2025Q2: 59,724 shares; 2025Q3: 59,735 shares 59,735 $271K 0.02% +11 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 2,983 shares; 2025Q3: 2,977 shares 2,977 $270K 0.02% -6 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: 2,228 shares; 2024Q4: 2,293 shares; 2025Q1: 2,470 shares; 2025Q2: 2,151 shares; 2025Q3: 2,383 shares 2,383 $267K 0.02% +232 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,542 shares; 2025Q3: 7,544 shares 7,544 $267K 0.02% +2 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: 1,376 shares; 2024Q4: 1,328 shares; 2025Q1: 1,537 shares; 2025Q2: 1,407 shares; 2025Q3: 1,420 shares 1,420 $267K 0.02% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares 4,996 $266K 0.02% 0 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: 1,088 shares; 2024Q4: 1,117 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares 1,088 $263K 0.02% 0 Timeline SE SEA LTD More: the full row for SEA 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: 1,281 shares; 2025Q3: 1,470 shares 1,470 $263K 0.02% +189 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: 6,173 shares; 2024Q4: not reported; 2025Q1: 6,257 shares; 2025Q2: 6,177 shares; 2025Q3: 6,078 shares 6,078 $262K 0.02% -99 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,563 shares; 2024Q4: 5,736 shares; 2025Q1: 5,825 shares; 2025Q2: 6,024 shares; 2025Q3: 6,043 shares 6,043 $262K 0.02% +19 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares 2,174 $261K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,807 shares 1,807 $259K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 5,850 shares; 2025Q3: 5,796 shares 5,796 $258K 0.02% -54 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,321 shares; 2025Q1: 1,273 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares 1,265 $257K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,834 shares 7,834 $257K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,182 shares 1,182 $257K 0.02% -226 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: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,840 shares; 2025Q3: 3,600 shares 3,600 $256K 0.02% -240 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: 3,142 shares; 2024Q4: 3,159 shares; 2025Q1: 3,730 shares; 2025Q2: 4,353 shares; 2025Q3: 4,268 shares 4,268 $255K 0.02% -85 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: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: 781 shares; 2025Q3: 821 shares 821 $253K 0.02% +40 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: 2,043 shares; 2024Q4: 2,044 shares; 2025Q1: 2,055 shares; 2025Q2: 2,668 shares; 2025Q3: 2,424 shares 2,424 $251K 0.02% -244 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: not reported; 2024Q4: not reported; 2025Q1: 2,801 shares; 2025Q2: 2,697 shares; 2025Q3: 2,830 shares 2,830 $250K 0.02% +133 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: 359 shares; 2024Q4: 338 shares; 2025Q1: 421 shares; 2025Q2: not reported; 2025Q3: 445 shares 445 $250K 0.02% new Timeline EFAV 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: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares 2,930 $249K 0.02% 0 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: 3,006 shares; 2024Q4: 3,097 shares; 2025Q1: 3,406 shares; 2025Q2: 3,988 shares; 2025Q3: 3,705 shares 3,705 $248K 0.02% -283 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,402 shares; 2025Q3: 1,405 shares 1,405 $247K 0.02% +3 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/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: not reported; 2025Q3: 8,047 shares 8,047 $247K 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 11,124 shares; 2025Q2: 13,033 shares; 2025Q3: 15,404 shares 15,404 $247K 0.02% +2,371 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,635 shares 7,635 $246K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,522 shares; 2025Q1: 3,529 shares; 2025Q2: 3,539 shares; 2025Q3: 3,549 shares 3,549 $243K 0.02% +10 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 338 shares 338 $243K 0.02% +32 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: 5,994 shares; 2024Q4: 5,839 shares; 2025Q1: 6,308 shares; 2025Q2: 7,096 shares; 2025Q3: 6,163 shares 6,163 $242K 0.02% -933 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: 2,796 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 2,865 shares 2,865 $241K 0.02% -205 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: not reported; 2024Q4: 2,460 shares; 2025Q1: 2,784 shares; 2025Q2: 2,970 shares; 2025Q3: 2,918 shares 2,918 $240K 0.02% -52 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: 1,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 1,770 shares 1,770 $240K 0.02% +94 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: 1,905 shares; 2024Q4: 2,110 shares; 2025Q1: 2,075 shares; 2025Q2: 2,101 shares; 2025Q3: 1,971 shares 1,971 $239K 0.02% -130 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: 4,418 shares; 2025Q2: 4,829 shares; 2025Q3: 4,703 shares 4,703 $239K 0.02% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,441 shares; 2025Q3: 8,465 shares 8,465 $237K 0.02% +24 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: not reported; 2025Q1: 2,058 shares; 2025Q2: 2,135 shares; 2025Q3: 2,186 shares 2,186 $237K 0.02% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,276 shares; 2025Q3: 3,865 shares 3,865 $236K 0.02% -411 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,603 shares; 2025Q2: 6,737 shares; 2025Q3: 6,662 shares 6,662 $235K 0.02% -75 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: not reported; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 2,298 shares; 2025Q3: 2,853 shares 2,853 $235K 0.02% +555 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: 4,633 shares; 2024Q4: 4,653 shares; 2025Q1: 5,083 shares; 2025Q2: 4,954 shares; 2025Q3: 5,196 shares 5,196 $234K 0.02% +242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: 3,488 shares 3,488 $233K 0.02% -504 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 3,870 shares; 2025Q3: 4,054 shares 4,054 $231K 0.02% +184 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,435 shares 4,435 $230K 0.02% new 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: 10,443 shares; 2024Q4: 15,759 shares; 2025Q1: 19,827 shares; 2025Q2: 17,885 shares; 2025Q3: 15,684 shares 15,684 $230K 0.02% -2,201 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 7,409 shares; 2025Q1: 6,530 shares; 2025Q2: 6,521 shares; 2025Q3: 5,480 shares 5,480 $230K 0.02% -1,041 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506 shares 1,506 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 391 shares 391 $229K 0.02% -30 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: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 934 shares; 2025Q3: 922 shares 922 $228K 0.02% -12 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,925 shares 1,925 $228K 0.02% +30 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,035 shares; 2025Q3: 2,229 shares 2,229 $227K 0.02% +194 Timeline COMPANHIA PARANAENSE DE ENE… COMPANHIA PARANAENSE DE ENERGI More: the full row for COMPANHIA PARANAENSE DE ENERGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 12,014 shares; 2025Q1: 22,478 shares; 2025Q2: 23,064 shares; 2025Q3: 23,167 shares 23,167 $227K 0.02% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,398 shares 1,398 $226K 0.02% -132 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,261 shares; 2025Q1: 2,072 shares; 2025Q2: 2,055 shares; 2025Q3: 1,904 shares 1,904 $226K 0.02% -151 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,991 shares; 2024Q4: 30,262 shares; 2025Q1: 33,924 shares; 2025Q2: 34,924 shares; 2025Q3: 37,393 shares 37,393 $225K 0.02% +2,469 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,091 shares 5,091 $224K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,576 shares 1,576 $223K 0.02% -193 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,357 shares; 2025Q1: 1,358 shares; 2025Q2: 1,368 shares; 2025Q3: 1,371 shares 1,371 $223K 0.02% +3 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,294 shares; 2025Q1: 4,294 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares 3,941 $223K 0.02% 0 Timeline SUSB 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: 8,616 shares; 2024Q4: 8,760 shares; 2025Q1: 8,824 shares; 2025Q2: 8,669 shares; 2025Q3: 8,765 shares 8,765 $222K 0.02% +96 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,474 shares; 2025Q3: 6,347 shares 6,347 $222K 0.02% -127 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,618 shares 4,618 $222K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721 shares 721 $222K 0.02% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,210 shares; 2025Q1: 3,437 shares; 2025Q2: 3,944 shares; 2025Q3: 2,340 shares 2,340 $221K 0.02% -1,604 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: 238 shares 238 $219K 0.02% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,007 shares 4,007 $218K 0.02% new Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 810 shares 810 $216K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923 shares; 2025Q3: 960 shares 960 $216K 0.01% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: 2,772 shares 2,772 $216K 0.01% +65 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares 2,299 $215K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 829 shares 829 $214K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares 868 $214K 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL 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: not reported; 2025Q3: 1,946 shares 1,946 $213K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 1,510 shares; 2025Q2: 1,419 shares; 2025Q3: 1,274 shares 1,274 $213K 0.01% -145 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares 856 $211K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,410 shares; 2025Q1: 1,533 shares; 2025Q2: 1,580 shares; 2025Q3: 1,325 shares 1,325 $211K 0.01% -255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares 1,513 $211K 0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: 911 shares 911 $209K 0.01% +55 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU 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: 1,725 shares 1,725 $209K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares 1,261 $207K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,271 shares; 2025Q1: 1,321 shares; 2025Q2: 1,605 shares; 2025Q3: 1,472 shares 1,472 $207K 0.01% -133 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: not reported; 2024Q4: not reported; 2025Q1: 1,678 shares; 2025Q2: not reported; 2025Q3: 1,691 shares 1,691 $207K 0.01% new 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: not reported; 2025Q3: 4,928 shares 4,928 $207K 0.01% new Timeline MDYV 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: 2,468 shares 2,468 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares 1,773 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares 750 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 955 shares 955 $204K 0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,104 shares; 2025Q1: 4,110 shares; 2025Q2: not reported; 2025Q3: 4,128 shares 4,128 $204K 0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,270 shares 4,270 $204K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 1,546 shares 1,546 $204K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares 2,244 $204K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 728 shares 728 $204K 0.01% -19 Timeline