FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983,701 shares; 2024Q4: 3,857,832 shares; 2025Q1: 4,151,858 shares; 2025Q2: 4,272,209 shares; 2025Q3: 4,450,084 shares 4,450,084 $114M 13.33% +177,875 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508,177 shares; 2024Q4: 1,511,771 shares; 2025Q1: 1,614,291 shares; 2025Q2: 1,660,231 shares; 2025Q3: 1,752,614 shares 1,752,614 $81.2M 9.51% +92,383 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: 4,280,995 shares; 2024Q4: 3,832,257 shares; 2025Q1: 3,654,665 shares; 2025Q2: 3,887,215 shares; 2025Q3: 3,857,790 shares 3,857,790 $66.2M 7.76% -29,425 Timeline SPYV 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: 448,521 shares; 2024Q4: 448,668 shares; 2025Q1: 461,424 shares; 2025Q2: 500,570 shares; 2025Q3: 534,488 shares 534,488 $29.6M 3.47% +33,918 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: 97,173 shares; 2024Q4: 77,820 shares; 2025Q1: 82,391 shares; 2025Q2: 92,520 shares; 2025Q3: 93,777 shares 93,777 $23.9M 2.8% +1,257 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: 136,196 shares; 2024Q4: 93,643 shares; 2025Q1: 97,985 shares; 2025Q2: 118,489 shares; 2025Q3: 121,597 shares 121,597 $22.7M 2.66% +3,108 Timeline SPAB 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: 679,419 shares; 2024Q4: 733,295 shares; 2025Q1: 773,305 shares; 2025Q2: 791,983 shares; 2025Q3: 862,738 shares 862,738 $22.3M 2.61% +70,755 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: 43,615 shares; 2024Q4: 32,930 shares; 2025Q1: 33,873 shares; 2025Q2: 38,623 shares; 2025Q3: 39,487 shares 39,487 $20.5M 2.4% +864 Timeline SPYG 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: 169,279 shares; 2024Q4: 171,251 shares; 2025Q1: 170,783 shares; 2025Q2: 173,478 shares; 2025Q3: 179,580 shares 179,580 $18.8M 2.2% +6,102 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: 55,814 shares; 2024Q4: 44,329 shares; 2025Q1: 45,311 shares; 2025Q2: 50,328 shares; 2025Q3: 56,042 shares 56,042 $12.3M 1.44% +5,714 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,014 shares; 2024Q4: 142,140 shares; 2025Q1: 142,377 shares; 2025Q2: 149,342 shares; 2025Q3: 156,138 shares 156,138 $12.2M 1.43% +6,796 Timeline EFV 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: 136,898 shares; 2024Q4: 143,577 shares; 2025Q1: 151,641 shares; 2025Q2: 158,205 shares; 2025Q3: 169,118 shares 169,118 $11.5M 1.34% +10,913 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: 13,876 shares; 2024Q4: 10,499 shares; 2025Q1: 11,061 shares; 2025Q2: 13,524 shares; 2025Q3: 14,101 shares 14,101 $10.4M 1.21% +577 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,829 shares; 2024Q4: 193,140 shares; 2025Q1: 198,516 shares; 2025Q2: 199,254 shares; 2025Q3: 208,380 shares 208,380 $9.15M 1.07% +9,126 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: 18,218 shares; 2024Q4: 14,836 shares; 2025Q1: 17,052 shares; 2025Q2: 18,782 shares; 2025Q3: 20,490 shares 20,490 $9.11M 1.07% +1,708 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: 17,852 shares; 2024Q4: 14,964 shares; 2025Q1: 16,328 shares; 2025Q2: 16,380 shares; 2025Q3: 26,608 shares 26,608 $8.39M 0.98% +10,228 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: 36,425 shares; 2024Q4: 27,939 shares; 2025Q1: 28,746 shares; 2025Q2: 31,573 shares; 2025Q3: 33,994 shares 33,994 $8.26M 0.97% +2,421 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: 7,535 shares; 2024Q4: 9,785 shares; 2025Q1: 10,308 shares; 2025Q2: 11,698 shares; 2025Q3: 12,287 shares 12,287 $8.19M 0.96% +589 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: 23,240 shares; 2024Q4: 15,720 shares; 2025Q1: 16,883 shares; 2025Q2: 19,716 shares; 2025Q3: 21,804 shares 21,804 $7.19M 0.84% +2,088 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: 50,121 shares; 2024Q4: 80,419 shares; 2025Q1: 57,185 shares; 2025Q2: 57,201 shares; 2025Q3: 76,836 shares 76,836 $7.17M 0.84% +19,635 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,982 shares; 2024Q4: 49,392 shares; 2025Q1: 52,446 shares; 2025Q2: 55,217 shares; 2025Q3: 61,401 shares 61,401 $6.99M 0.82% +6,184 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,592 shares; 2024Q4: 155,460 shares; 2025Q1: 161,804 shares; 2025Q2: 166,446 shares; 2025Q3: 175,595 shares 175,595 $6.72M 0.79% +9,149 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: 24,264 shares; 2024Q4: 26,098 shares; 2025Q1: 26,166 shares; 2025Q2: 26,254 shares; 2025Q3: 29,043 shares 29,043 $5.91M 0.69% +2,789 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 10,174 shares; 2025Q1: 9,863 shares; 2025Q2: 12,207 shares; 2025Q3: 12,420 shares 12,420 $5.82M 0.68% +213 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: 8,318 shares; 2024Q4: 8,357 shares; 2025Q1: 8,004 shares; 2025Q2: 8,419 shares; 2025Q3: 8,671 shares 8,671 $5.8M 0.68% +252 Timeline BBHY 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: 87,391 shares; 2024Q4: 93,295 shares; 2025Q1: 97,560 shares; 2025Q2: 103,361 shares; 2025Q3: 112,704 shares 112,704 $5.3M 0.62% +9,343 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: 20,700 shares; 2024Q4: 24,391 shares; 2025Q1: 24,221 shares; 2025Q2: 24,260 shares; 2025Q3: 44,464 shares 44,464 $5.28M 0.62% +20,204 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: 10,670 shares; 2024Q4: 8,830 shares; 2025Q1: 9,818 shares; 2025Q2: 9,170 shares; 2025Q3: 9,992 shares 9,992 $5.02M 0.59% +822 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,274 shares; 2024Q4: 90,703 shares; 2025Q1: 89,296 shares; 2025Q2: 93,790 shares; 2025Q3: 101,463 shares 101,463 $4.75M 0.56% +7,673 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: 45,590 shares; 2024Q4: 45,348 shares; 2025Q1: 43,805 shares; 2025Q2: 47,258 shares; 2025Q3: 46,675 shares 46,675 $4.68M 0.55% -583 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: 8,973 shares; 2024Q4: 20,207 shares; 2025Q1: 13,300 shares; 2025Q2: 15,711 shares; 2025Q3: 19,189 shares 19,189 $4.64M 0.54% +3,478 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: 22,970 shares; 2024Q4: 16,594 shares; 2025Q1: 17,428 shares; 2025Q2: 18,863 shares; 2025Q3: 18,718 shares 18,718 $4.56M 0.53% -145 Timeline TIPX 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: 208,813 shares; 2024Q4: 214,283 shares; 2025Q1: 225,218 shares; 2025Q2: 230,884 shares; 2025Q3: 227,371 shares 227,371 $4.39M 0.51% -3,513 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: 13,672 shares; 2024Q4: 11,948 shares; 2025Q1: 12,071 shares; 2025Q2: 11,827 shares; 2025Q3: 11,917 shares 11,917 $4.07M 0.48% +90 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: 10,863 shares; 2024Q4: 9,316 shares; 2025Q1: 9,392 shares; 2025Q2: 9,234 shares; 2025Q3: 12,709 shares 12,709 $3.86M 0.45% +3,475 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: 25,403 shares; 2024Q4: 22,573 shares; 2025Q1: 23,317 shares; 2025Q2: 23,905 shares; 2025Q3: 33,421 shares 33,421 $3.44M 0.4% +9,516 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: 45,302 shares; 2024Q4: 46,133 shares; 2025Q1: 46,133 shares; 2025Q2: 44,921 shares; 2025Q3: 45,213 shares 45,213 $3.28M 0.38% +292 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: 15,073 shares; 2024Q4: 12,088 shares; 2025Q1: 12,236 shares; 2025Q2: 12,440 shares; 2025Q3: 13,622 shares 13,622 $3.15M 0.37% +1,182 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: 14,972 shares; 2024Q4: 11,500 shares; 2025Q1: 11,537 shares; 2025Q2: 10,175 shares; 2025Q3: 11,141 shares 11,141 $3.11M 0.36% +966 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: 2,993 shares; 2024Q4: 2,437 shares; 2025Q1: 2,425 shares; 2025Q2: 2,399 shares; 2025Q3: 2,522 shares 2,522 $3.02M 0.35% +123 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: 4,392 shares; 2024Q4: 3,149 shares; 2025Q1: 3,259 shares; 2025Q2: 3,638 shares; 2025Q3: 3,892 shares 3,892 $2.97M 0.35% +254 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: 6,467 shares; 2024Q4: 4,613 shares; 2025Q1: 4,906 shares; 2025Q2: 4,862 shares; 2025Q3: 7,220 shares 7,220 $2.93M 0.34% +2,358 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: 25,487 shares; 2024Q4: 24,688 shares; 2025Q1: 30,051 shares; 2025Q2: 86,244 shares; 2025Q3: 85,271 shares 85,271 $2.86M 0.34% -973 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: 10,443 shares; 2024Q4: 9,057 shares; 2025Q1: 7,817 shares; 2025Q2: 7,942 shares; 2025Q3: 10,134 shares 10,134 $2.85M 0.33% +2,192 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 10,461 shares; 2025Q1: 11,195 shares; 2025Q2: 12,069 shares; 2025Q3: 14,841 shares 14,841 $2.82M 0.33% +2,772 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: 1,810 shares; 2024Q4: 3,381 shares; 2025Q1: 4,727 shares; 2025Q2: 4,243 shares; 2025Q3: 4,588 shares 4,588 $2.75M 0.32% +345 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: 20,192 shares; 2024Q4: 17,139 shares; 2025Q1: 17,695 shares; 2025Q2: 21,921 shares; 2025Q3: 39,217 shares 39,217 $2.68M 0.31% +17,296 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: 28,483 shares; 2024Q4: 21,294 shares; 2025Q1: 22,905 shares; 2025Q2: 22,848 shares; 2025Q3: 23,757 shares 23,757 $2.68M 0.31% +909 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: 37,806 shares; 2024Q4: 33,778 shares; 2025Q1: 34,112 shares; 2025Q2: 33,352 shares; 2025Q3: 50,746 shares 50,746 $2.62M 0.31% +17,394 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: not reported; 2024Q4: 5,353 shares; 2025Q1: 12,881 shares; 2025Q2: 15,363 shares; 2025Q3: 31,263 shares 31,263 $2.5M 0.29% +15,900 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: 21,786 shares; 2024Q4: 15,583 shares; 2025Q1: 16,008 shares; 2025Q2: 15,029 shares; 2025Q3: 15,438 shares 15,438 $2.37M 0.28% +409 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: 5,217 shares; 2024Q4: 3,509 shares; 2025Q1: 3,590 shares; 2025Q2: 3,562 shares; 2025Q3: 3,864 shares 3,864 $2.2M 0.26% +302 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: 8,428 shares; 2024Q4: 7,968 shares; 2025Q1: 7,126 shares; 2025Q2: 7,410 shares; 2025Q3: 7,044 shares 7,044 $2.18M 0.26% -366 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: 7,348 shares; 2024Q4: 6,774 shares; 2025Q1: 8,037 shares; 2025Q2: 8,573 shares; 2025Q3: 12,981 shares 12,981 $2.16M 0.25% +4,408 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: 2,237 shares; 2024Q4: 2,038 shares; 2025Q1: 2,087 shares; 2025Q2: 2,110 shares; 2025Q3: 2,309 shares 2,309 $2.14M 0.25% +199 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: 12,269 shares; 2024Q4: 7,651 shares; 2025Q1: 8,083 shares; 2025Q2: 8,625 shares; 2025Q3: 11,468 shares 11,468 $2.13M 0.25% +2,843 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: 8,884 shares; 2024Q4: 5,992 shares; 2025Q1: 5,875 shares; 2025Q2: 5,891 shares; 2025Q3: 5,975 shares 5,975 $2.07M 0.24% +84 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: 5,339 shares; 2024Q4: 3,876 shares; 2025Q1: 4,108 shares; 2025Q2: 5,562 shares; 2025Q3: 6,727 shares 6,727 $2.02M 0.24% +1,165 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: 5,408 shares; 2024Q4: 3,319 shares; 2025Q1: 3,584 shares; 2025Q2: 6,277 shares; 2025Q3: 6,749 shares 6,749 $1.9M 0.22% +472 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,500 shares; 2025Q3: 71,500 shares 71,500 $1.88M 0.22% 0 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: 2,343 shares; 2024Q4: 1,840 shares; 2025Q1: 1,914 shares; 2025Q2: 1,854 shares; 2025Q3: 1,886 shares 1,886 $1.83M 0.21% +32 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: 6,415 shares; 2024Q4: 5,987 shares; 2025Q1: 6,095 shares; 2025Q2: 5,828 shares; 2025Q3: 6,131 shares 6,131 $1.64M 0.19% +303 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: 9,329 shares; 2024Q4: 8,436 shares; 2025Q1: 8,887 shares; 2025Q2: 9,956 shares; 2025Q3: 10,042 shares 10,042 $1.62M 0.19% +86 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: 19,752 shares; 2024Q4: 19,492 shares; 2025Q1: 20,539 shares; 2025Q2: 18,421 shares; 2025Q3: 20,758 shares 20,758 $1.59M 0.19% +2,337 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: 11,189 shares; 2024Q4: 9,806 shares; 2025Q1: 10,090 shares; 2025Q2: 11,405 shares; 2025Q3: 11,857 shares 11,857 $1.59M 0.19% +452 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,937 shares; 2024Q4: 12,120 shares; 2025Q1: 12,685 shares; 2025Q2: 10,576 shares; 2025Q3: 11,252 shares 11,252 $1.58M 0.19% +676 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 4,135 shares; 2025Q1: 4,324 shares; 2025Q2: 4,557 shares; 2025Q3: 4,559 shares 4,559 $1.57M 0.18% +2 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 16,146 shares; 2025Q1: 17,446 shares; 2025Q2: 17,464 shares; 2025Q3: 17,620 shares 17,620 $1.57M 0.18% +156 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: 2,622 shares; 2024Q4: 4,004 shares; 2025Q1: 4,276 shares; 2025Q2: 4,391 shares; 2025Q3: 4,404 shares 4,404 $1.57M 0.18% +13 Timeline SCHX 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: 3,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,960 shares; 2025Q3: 58,836 shares 58,836 $1.55M 0.18% +876 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000 $1.53M 0.18% 0 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: 9,673 shares; 2024Q4: 7,594 shares; 2025Q1: 7,847 shares; 2025Q2: 9,391 shares; 2025Q3: 9,323 shares 9,323 $1.51M 0.18% -68 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: 15,154 shares; 2024Q4: 14,866 shares; 2025Q1: 16,428 shares; 2025Q2: 14,646 shares; 2025Q3: 17,905 shares 17,905 $1.5M 0.18% +3,259 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,399 shares; 2025Q1: 6,600 shares; 2025Q2: 6,666 shares; 2025Q3: 6,589 shares 6,589 $1.5M 0.18% -77 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: 19,210 shares; 2024Q4: 16,126 shares; 2025Q1: 16,956 shares; 2025Q2: 20,548 shares; 2025Q3: 22,329 shares 22,329 $1.48M 0.17% +1,781 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: 1,885 shares; 2024Q4: 1,610 shares; 2025Q1: 1,630 shares; 2025Q2: 1,842 shares; 2025Q3: 1,938 shares 1,938 $1.47M 0.17% +96 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: 40,008 shares; 2024Q4: 36,988 shares; 2025Q1: 41,691 shares; 2025Q2: 49,053 shares; 2025Q3: 51,176 shares 51,176 $1.45M 0.17% +2,123 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: 4,490 shares; 2024Q4: 4,054 shares; 2025Q1: 3,582 shares; 2025Q2: 3,851 shares; 2025Q3: 6,919 shares 6,919 $1.42M 0.17% +3,068 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: 3,350 shares; 2024Q4: 2,333 shares; 2025Q1: 2,401 shares; 2025Q2: 2,545 shares; 2025Q3: 2,937 shares 2,937 $1.4M 0.16% +392 Timeline DWM 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: 31,231 shares; 2024Q4: 27,173 shares; 2025Q1: 22,023 shares; 2025Q2: 22,441 shares; 2025Q3: 20,752 shares 20,752 $1.37M 0.16% -1,689 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: 8,606 shares; 2024Q4: 6,385 shares; 2025Q1: 6,375 shares; 2025Q2: 7,362 shares; 2025Q3: 8,035 shares 8,035 $1.34M 0.16% +673 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 1,752 shares; 2025Q1: 1,834 shares; 2025Q2: 1,867 shares; 2025Q3: 1,959 shares 1,959 $1.34M 0.16% +92 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: 3,381 shares; 2024Q4: 3,021 shares; 2025Q1: 3,195 shares; 2025Q2: 3,343 shares; 2025Q3: 3,467 shares 3,467 $1.3M 0.15% +124 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: 3,440 shares; 2024Q4: 2,825 shares; 2025Q1: 2,881 shares; 2025Q2: 2,746 shares; 2025Q3: 2,715 shares 2,715 $1.3M 0.15% -31 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: 1,800 shares; 2024Q4: 1,350 shares; 2025Q1: 1,356 shares; 2025Q2: 1,590 shares; 2025Q3: 1,617 shares 1,617 $1.29M 0.15% +27 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares 19,000 $1.23M 0.14% 0 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: 2,887 shares; 2024Q4: 2,272 shares; 2025Q1: 2,278 shares; 2025Q2: 2,327 shares; 2025Q3: 2,512 shares 2,512 $1.22M 0.14% +185 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: 15,319 shares; 2024Q4: 12,108 shares; 2025Q1: 13,320 shares; 2025Q2: 14,248 shares; 2025Q3: 14,083 shares 14,083 $1.18M 0.14% -165 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: 2,563 shares; 2024Q4: 2,101 shares; 2025Q1: 2,184 shares; 2025Q2: 2,625 shares; 2025Q3: 2,622 shares 2,622 $1.17M 0.14% -3 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: 14,351 shares; 2024Q4: 9,291 shares; 2025Q1: 10,226 shares; 2025Q2: 11,765 shares; 2025Q3: 11,479 shares 11,479 $1.12M 0.13% -286 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: 1,339 shares; 2024Q4: 1,007 shares; 2025Q1: 1,026 shares; 2025Q2: 1,442 shares; 2025Q3: 1,803 shares 1,803 $1.11M 0.13% +361 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: 10,741 shares; 2024Q4: 10,580 shares; 2025Q1: 11,051 shares; 2025Q2: 11,101 shares; 2025Q3: 11,606 shares 11,606 $1.1M 0.13% +505 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: not reported; 2024Q4: 12,045 shares; 2025Q1: 13,510 shares; 2025Q2: 14,965 shares; 2025Q3: 14,579 shares 14,579 $1.08M 0.13% -386 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,534 shares; 2025Q3: 34,534 shares 34,534 $1.08M 0.13% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 2,289 shares; 2025Q1: 2,293 shares; 2025Q2: 2,686 shares; 2025Q3: 5,823 shares 5,823 $1.07M 0.13% +3,137 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: 2,517 shares; 2024Q4: 1,788 shares; 2025Q1: 1,772 shares; 2025Q2: 2,101 shares; 2025Q3: 2,197 shares 2,197 $1.07M 0.12% +96 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: 8,155 shares; 2024Q4: 6,256 shares; 2025Q1: 6,436 shares; 2025Q2: 8,743 shares; 2025Q3: 10,839 shares 10,839 $1.06M 0.12% +2,096 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: 530 shares; 2024Q4: 1,800 shares; 2025Q1: 1,910 shares; 2025Q2: 2,260 shares; 2025Q3: 2,210 shares 2,210 $1.02M 0.12% -50 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 16,216 shares; 2025Q1: 20,638 shares; 2025Q2: 20,638 shares; 2025Q3: 21,638 shares 21,638 $1M 0.12% +1,000 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: 2,775 shares; 2025Q1: 5,200 shares; 2025Q2: 6,323 shares; 2025Q3: 5,444 shares 5,444 $993K 0.12% -879 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: 7,877 shares; 2024Q4: 5,760 shares; 2025Q1: 6,002 shares; 2025Q2: 6,015 shares; 2025Q3: 6,325 shares 6,325 $982K 0.12% +310 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: 3,703 shares; 2024Q4: 4,441 shares; 2025Q1: 4,531 shares; 2025Q2: 3,542 shares; 2025Q3: 4,523 shares 4,523 $976K 0.11% +981 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: 5,449 shares; 2024Q4: 4,590 shares; 2025Q1: 4,751 shares; 2025Q2: 5,522 shares; 2025Q3: 5,408 shares 5,408 $967K 0.11% -114 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: 16,711 shares; 2024Q4: 14,260 shares; 2025Q1: 15,313 shares; 2025Q2: 18,790 shares; 2025Q3: 17,160 shares 17,160 $952K 0.11% -1,630 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: 7,378 shares; 2024Q4: 5,398 shares; 2025Q1: 5,677 shares; 2025Q2: 5,834 shares; 2025Q3: 6,555 shares 6,555 $947K 0.11% +721 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,262 shares; 2024Q4: 20,262 shares; 2025Q1: 20,262 shares; 2025Q2: 20,262 shares; 2025Q3: 20,262 shares 20,262 $946K 0.11% 0 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: 5,044 shares; 2024Q4: 3,942 shares; 2025Q1: 3,907 shares; 2025Q2: 3,704 shares; 2025Q3: 3,824 shares 3,824 $944K 0.11% +120 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: not reported; 2024Q4: 3,448 shares; 2025Q1: 3,616 shares; 2025Q2: 3,670 shares; 2025Q3: 3,667 shares 3,667 $932K 0.11% -3 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: 59,773 shares; 2024Q4: 51,546 shares; 2025Q1: 45,058 shares; 2025Q2: 48,903 shares; 2025Q3: 44,636 shares 44,636 $923K 0.11% -4,267 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 803 shares; 2025Q1: 798 shares; 2025Q2: 928 shares; 2025Q3: 993 shares 993 $914K 0.11% +65 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: 3,026 shares; 2024Q4: 3,134 shares; 2025Q1: 3,796 shares; 2025Q2: 4,748 shares; 2025Q3: 5,091 shares 5,091 $910K 0.11% +343 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: 166 shares; 2024Q4: 140 shares; 2025Q1: 137 shares; 2025Q2: 169 shares; 2025Q3: 168 shares 168 $907K 0.11% -1 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: 4,030 shares; 2024Q4: 2,812 shares; 2025Q1: 2,740 shares; 2025Q2: 2,748 shares; 2025Q3: 2,710 shares 2,710 $900K 0.11% -38 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: 7,703 shares; 2024Q4: 5,575 shares; 2025Q1: 5,651 shares; 2025Q2: 6,953 shares; 2025Q3: 7,960 shares 7,960 $884K 0.1% +1,007 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: not reported; 2025Q3: 4,444 shares 4,444 $872K 0.1% new 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: not reported; 2025Q2: not reported; 2025Q3: 7,013 shares 7,013 $859K 0.1% new 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: 7,546 shares; 2024Q4: 5,770 shares; 2025Q1: 5,906 shares; 2025Q2: 7,461 shares; 2025Q3: 7,830 shares 7,830 $853K 0.1% +369 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,021 shares; 2025Q3: 30,572 shares 30,572 $853K 0.1% -449 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 5,463 shares; 2025Q1: 5,541 shares; 2025Q2: 5,558 shares; 2025Q3: 4,999 shares 4,999 $851K 0.1% -559 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 16,952 shares; 2025Q1: 18,944 shares; 2025Q2: 16,198 shares; 2025Q3: 15,931 shares 15,931 $851K 0.1% -267 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,318 shares; 2025Q1: 1,388 shares; 2025Q2: not reported; 2025Q3: 3,416 shares 3,416 $845K 0.1% new 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: 4,612 shares; 2024Q4: 3,623 shares; 2025Q1: 3,620 shares; 2025Q2: 3,997 shares; 2025Q3: 3,426 shares 3,426 $845K 0.1% -571 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: not reported; 2024Q4: 7,494 shares; 2025Q1: 7,868 shares; 2025Q2: 8,626 shares; 2025Q3: 8,618 shares 8,618 $820K 0.1% -8 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: 2,511 shares; 2024Q4: 1,872 shares; 2025Q1: 1,941 shares; 2025Q2: 2,448 shares; 2025Q3: 2,430 shares 2,430 $800K 0.09% -18 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: 1,553 shares; 2024Q4: 920 shares; 2025Q1: 1,422 shares; 2025Q2: 1,682 shares; 2025Q3: 1,748 shares 1,748 $799K 0.09% +66 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: 20,338 shares; 2024Q4: 16,482 shares; 2025Q1: 17,468 shares; 2025Q2: 16,545 shares; 2025Q3: 18,101 shares 18,101 $796K 0.09% +1,556 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,879 shares; 2025Q1: 9,436 shares; 2025Q2: 9,436 shares; 2025Q3: 9,436 shares 9,436 $783K 0.09% 0 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,459 shares; 2024Q4: 25,059 shares; 2025Q1: 25,059 shares; 2025Q2: 25,059 shares; 2025Q3: 25,059 shares 25,059 $780K 0.09% 0 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: 4,954 shares; 2024Q4: 4,098 shares; 2025Q1: 3,570 shares; 2025Q2: 4,386 shares; 2025Q3: 4,618 shares 4,618 $778K 0.09% +232 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: 3,386 shares; 2024Q4: 2,080 shares; 2025Q1: 2,234 shares; 2025Q2: 3,172 shares; 2025Q3: 4,319 shares 4,319 $769K 0.09% +1,147 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares 2,703 $762K 0.09% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,301 shares; 2025Q1: 10,759 shares; 2025Q2: 10,763 shares; 2025Q3: 10,206 shares 10,206 $750K 0.09% -557 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: 829 shares; 2024Q4: 957 shares; 2025Q1: 996 shares; 2025Q2: 1,076 shares; 2025Q3: 1,069 shares 1,069 $746K 0.09% -7 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: 5,866 shares; 2024Q4: 4,469 shares; 2025Q1: 4,427 shares; 2025Q2: 3,805 shares; 2025Q3: 3,640 shares 3,640 $733K 0.09% -165 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: 3,410 shares; 2024Q4: 2,722 shares; 2025Q1: 2,814 shares; 2025Q2: 3,150 shares; 2025Q3: 3,043 shares 3,043 $728K 0.09% -107 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,769 shares; 2024Q4: 17,720 shares; 2025Q1: 17,504 shares; 2025Q2: 21,440 shares; 2025Q3: 25,574 shares 25,574 $724K 0.08% +4,134 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: 1,976 shares; 2024Q4: 1,422 shares; 2025Q1: 1,408 shares; 2025Q2: 3,625 shares; 2025Q3: 3,405 shares 3,405 $724K 0.08% -220 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: 862 shares; 2024Q4: 541 shares; 2025Q1: 566 shares; 2025Q2: 749 shares; 2025Q3: 755 shares 755 $721K 0.08% +6 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: 1,733 shares; 2024Q4: 1,561 shares; 2025Q1: 1,639 shares; 2025Q2: 1,734 shares; 2025Q3: 2,109 shares 2,109 $719K 0.08% +375 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: 9,029 shares; 2024Q4: 5,795 shares; 2025Q1: 6,254 shares; 2025Q2: 11,184 shares; 2025Q3: 10,115 shares 10,115 $718K 0.08% -1,069 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: 68,222 shares; 2024Q4: 55,185 shares; 2025Q1: 58,541 shares; 2025Q2: 69,191 shares; 2025Q3: 68,473 shares 68,473 $718K 0.08% -718 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: 29,833 shares; 2024Q4: 14,701 shares; 2025Q1: 21,189 shares; 2025Q2: 24,875 shares; 2025Q3: 28,058 shares 28,058 $715K 0.08% +3,183 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: 841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,155 shares 1,155 $707K 0.08% +200 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: 5,881 shares; 2024Q4: 2,761 shares; 2025Q1: 2,953 shares; 2025Q2: 3,476 shares; 2025Q3: 5,368 shares 5,368 $704K 0.08% +1,892 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: 866 shares; 2024Q4: 661 shares; 2025Q1: 1,086 shares; 2025Q2: 1,222 shares; 2025Q3: 1,424 shares 1,424 $702K 0.08% +202 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: 451 shares; 2024Q4: 290 shares; 2025Q1: 306 shares; 2025Q2: 5,964 shares; 2025Q3: 6,487 shares 6,487 $699K 0.08% +523 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: not reported; 2024Q4: 2,316 shares; 2025Q1: 2,379 shares; 2025Q2: 2,384 shares; 2025Q3: 2,379 shares 2,379 $699K 0.08% -5 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: 12,759 shares; 2024Q4: 22,961 shares; 2025Q1: 22,958 shares; 2025Q2: 27,539 shares; 2025Q3: 40,307 shares 40,307 $696K 0.08% +12,768 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,931 shares; 2025Q2: 14,931 shares; 2025Q3: 14,931 shares 14,931 $695K 0.08% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,458 shares; 2025Q1: 3,658 shares; 2025Q2: 4,379 shares; 2025Q3: 4,364 shares 4,364 $694K 0.08% -15 Timeline HYG 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: 3,188 shares; 2024Q4: 11,624 shares; 2025Q1: 14,065 shares; 2025Q2: 10,965 shares; 2025Q3: 8,418 shares 8,418 $683K 0.08% -2,547 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,860 shares; 2025Q1: 2,239 shares; 2025Q2: 2,199 shares; 2025Q3: 2,073 shares 2,073 $680K 0.08% -126 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,819 shares; 2025Q3: 15,819 shares 15,819 $680K 0.08% 0 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: not reported; 2024Q4: 4,646 shares; 2025Q1: 4,921 shares; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares 4,921 $678K 0.08% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 840 shares; 2025Q1: 1,181 shares; 2025Q2: 1,598 shares; 2025Q3: 1,595 shares 1,595 $673K 0.08% -3 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: 12,240 shares; 2024Q4: 10,543 shares; 2025Q1: 11,065 shares; 2025Q2: 10,022 shares; 2025Q3: 9,020 shares 9,020 $672K 0.08% -1,002 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: 2,299 shares; 2024Q4: 1,754 shares; 2025Q1: 1,789 shares; 2025Q2: 1,299 shares; 2025Q3: 1,345 shares 1,345 $653K 0.08% +46 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: 1,689 shares; 2024Q4: 2,385 shares; 2025Q1: 2,503 shares; 2025Q2: 2,829 shares; 2025Q3: 3,204 shares 3,204 $652K 0.08% +375 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: 6,535 shares; 2024Q4: 5,019 shares; 2025Q1: 5,370 shares; 2025Q2: 5,703 shares; 2025Q3: 5,691 shares 5,691 $652K 0.08% -12 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: 2,176 shares; 2024Q4: 1,736 shares; 2025Q1: 1,781 shares; 2025Q2: 2,208 shares; 2025Q3: 3,799 shares 3,799 $649K 0.08% +1,591 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: 7,935 shares; 2024Q4: 5,867 shares; 2025Q1: 5,902 shares; 2025Q2: 7,468 shares; 2025Q3: 6,795 shares 6,795 $644K 0.08% -673 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: 5,770 shares; 2024Q4: 5,157 shares; 2025Q1: 5,201 shares; 2025Q2: 4,729 shares; 2025Q3: 4,721 shares 4,721 $642K 0.08% -8 Timeline MHVIY MITSUBISHI HEAVY INDS LTD ADS More: the full row for MITSUBISHI HEAVY INDS LTD ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,340 shares; 2025Q1: 12,466 shares; 2025Q2: 13,156 shares; 2025Q3: 24,522 shares 24,522 $637K 0.07% +11,366 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: 20,144 shares; 2024Q4: 16,000 shares; 2025Q1: 18,082 shares; 2025Q2: 19,729 shares; 2025Q3: 18,366 shares 18,366 $633K 0.07% -1,363 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: 4,303 shares; 2024Q4: 2,570 shares; 2025Q1: 2,607 shares; 2025Q2: 2,558 shares; 2025Q3: 2,507 shares 2,507 $630K 0.07% -51 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: 11,489 shares; 2024Q4: 7,211 shares; 2025Q1: 6,807 shares; 2025Q2: 4,306 shares; 2025Q3: 5,031 shares 5,031 $623K 0.07% +725 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: 5,226 shares; 2024Q4: 5,794 shares; 2025Q1: 5,981 shares; 2025Q2: 6,494 shares; 2025Q3: 6,479 shares 6,479 $619K 0.07% -15 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: 6,163 shares; 2024Q4: 13,562 shares; 2025Q1: 14,565 shares; 2025Q2: 23,408 shares; 2025Q3: 21,216 shares 21,216 $611K 0.07% -2,192 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: 40,248 shares; 2024Q4: 23,649 shares; 2025Q1: 24,047 shares; 2025Q2: 20,313 shares; 2025Q3: 20,111 shares 20,111 $608K 0.07% -202 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: 17,492 shares; 2024Q4: 19,639 shares; 2025Q1: 20,679 shares; 2025Q2: 23,629 shares; 2025Q3: 23,137 shares 23,137 $603K 0.07% -492 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 1,562 shares; 2025Q2: 1,551 shares; 2025Q3: 1,646 shares 1,646 $602K 0.07% +95 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,411 shares; 2025Q1: 1,424 shares; 2025Q2: 1,481 shares; 2025Q3: 1,483 shares 1,483 $600K 0.07% +2 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: 1,957 shares; 2024Q4: 1,542 shares; 2025Q1: 1,581 shares; 2025Q2: 1,966 shares; 2025Q3: 1,621 shares 1,621 $599K 0.07% -345 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: 611 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 637 shares; 2025Q3: 628 shares 628 $598K 0.07% -9 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: 16,225 shares; 2024Q4: 23,012 shares; 2025Q1: 22,369 shares; 2025Q2: 15,580 shares; 2025Q3: 16,809 shares 16,809 $597K 0.07% +1,229 Timeline QUAL 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: 3,083 shares; 2025Q1: 3,122 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares 3,067 $597K 0.07% 0 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: 39,697 shares; 2024Q4: 31,434 shares; 2025Q1: 32,243 shares; 2025Q2: 35,578 shares; 2025Q3: 35,480 shares 35,480 $594K 0.07% -98 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: 12,633 shares; 2024Q4: 9,120 shares; 2025Q1: 9,409 shares; 2025Q2: 12,377 shares; 2025Q3: 11,142 shares 11,142 $591K 0.07% -1,235 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: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 11,075 shares; 2025Q3: 11,075 shares 11,075 $587K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 2,884 shares; 2025Q1: 2,894 shares; 2025Q2: 3,296 shares; 2025Q3: 2,962 shares 2,962 $587K 0.07% -334 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: 2,229 shares; 2024Q4: 1,758 shares; 2025Q1: 1,762 shares; 2025Q2: 2,132 shares; 2025Q3: 2,256 shares 2,256 $585K 0.07% +124 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,351 shares; 2025Q1: 8,851 shares; 2025Q2: 8,423 shares; 2025Q3: 7,614 shares 7,614 $584K 0.07% -809 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: 5,549 shares; 2024Q4: 5,767 shares; 2025Q1: 6,663 shares; 2025Q2: 6,883 shares; 2025Q3: 6,770 shares 6,770 $573K 0.07% -113 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 7,374 shares; 2025Q1: 2,819 shares; 2025Q2: 2,782 shares; 2025Q3: 2,763 shares 2,763 $571K 0.07% -19 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: 720 shares; 2024Q4: 536 shares; 2025Q1: 560 shares; 2025Q2: 526 shares; 2025Q3: 523 shares 523 $564K 0.07% -3 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: 9,012 shares; 2024Q4: 8,069 shares; 2025Q1: 8,266 shares; 2025Q2: 8,532 shares; 2025Q3: 8,368 shares 8,368 $561K 0.07% -164 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: 3,863 shares; 2024Q4: not reported; 2025Q1: 2,184 shares; 2025Q2: 3,788 shares; 2025Q3: 4,350 shares 4,350 $558K 0.07% +562 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: 7,252 shares; 2024Q4: 6,187 shares; 2025Q1: 6,111 shares; 2025Q2: 6,917 shares; 2025Q3: 6,746 shares 6,746 $556K 0.07% -171 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: 43,342 shares; 2025Q1: 43,768 shares; 2025Q2: 45,320 shares; 2025Q3: 45,399 shares 45,399 $554K 0.06% +79 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: 6,575 shares; 2024Q4: 4,197 shares; 2025Q1: 4,752 shares; 2025Q2: 6,898 shares; 2025Q3: 8,729 shares 8,729 $553K 0.06% +1,831 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: 4,941 shares; 2024Q4: 5,106 shares; 2025Q1: 5,530 shares; 2025Q2: 5,504 shares; 2025Q3: 5,359 shares 5,359 $544K 0.06% -145 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: 8,674 shares; 2024Q4: 11,794 shares; 2025Q1: 12,289 shares; 2025Q2: 11,926 shares; 2025Q3: 12,184 shares 12,184 $543K 0.06% +258 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: 1,482 shares; 2024Q4: 919 shares; 2025Q1: 951 shares; 2025Q2: 1,239 shares; 2025Q3: 1,308 shares 1,308 $542K 0.06% +69 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: 5,000 shares; 2024Q4: 8,063 shares; 2025Q1: 8,182 shares; 2025Q2: 8,141 shares; 2025Q3: 7,441 shares 7,441 $541K 0.06% -700 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: 3,221 shares; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 3,431 shares; 2025Q3: 3,229 shares 3,229 $540K 0.06% -202 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: 1,103 shares; 2024Q4: 1,029 shares; 2025Q1: 1,086 shares; 2025Q2: 868 shares; 2025Q3: 1,380 shares 1,380 $540K 0.06% +512 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,238 shares; 2025Q3: 8,953 shares 8,953 $536K 0.06% +715 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: 9,422 shares; 2024Q4: 8,575 shares; 2025Q1: 8,739 shares; 2025Q2: 7,924 shares; 2025Q3: 8,750 shares 8,750 $533K 0.06% +826 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: 2,502 shares; 2024Q4: 1,534 shares; 2025Q1: 1,615 shares; 2025Q2: 1,845 shares; 2025Q3: 1,817 shares 1,817 $533K 0.06% -28 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,455 shares; 2024Q4: 22,455 shares; 2025Q1: 11,428 shares; 2025Q2: 11,428 shares; 2025Q3: 11,428 shares 11,428 $531K 0.06% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 4,987 shares; 2025Q1: 4,861 shares; 2025Q2: 4,976 shares; 2025Q3: 5,114 shares 5,114 $531K 0.06% +138 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: 2,165 shares; 2024Q4: 1,534 shares; 2025Q1: 1,517 shares; 2025Q2: 1,843 shares; 2025Q3: 1,611 shares 1,611 $521K 0.06% -232 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: 2,412 shares; 2024Q4: 2,347 shares; 2025Q1: 2,320 shares; 2025Q2: 2,409 shares; 2025Q3: 2,586 shares 2,586 $520K 0.06% +177 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: 4,595 shares; 2024Q4: 2,238 shares; 2025Q1: 2,487 shares; 2025Q2: 3,274 shares; 2025Q3: 2,190 shares 2,190 $519K 0.06% -1,084 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: 2,944 shares; 2024Q4: 1,777 shares; 2025Q1: 1,808 shares; 2025Q2: 1,788 shares; 2025Q3: 1,829 shares 1,829 $516K 0.06% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,112 shares 10,112 $513K 0.06% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 1,889 shares; 2025Q1: 1,919 shares; 2025Q2: 2,524 shares; 2025Q3: 2,495 shares 2,495 $512K 0.06% -29 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: not reported; 2024Q4: 1,546 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares 1,659 $511K 0.06% 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: 402 shares; 2024Q4: 343 shares; 2025Q1: 360 shares; 2025Q2: 414 shares; 2025Q3: 387 shares 387 $510K 0.06% -27 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: 818 shares; 2024Q4: 591 shares; 2025Q1: 603 shares; 2025Q2: 607 shares; 2025Q3: 659 shares 659 $509K 0.06% +52 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 1,455 shares; 2025Q3: 1,473 shares 1,473 $509K 0.06% +18 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: 8,413 shares; 2024Q4: 6,839 shares; 2025Q1: 6,990 shares; 2025Q2: 7,011 shares; 2025Q3: 10,478 shares 10,478 $506K 0.06% +3,467 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: 12,211 shares; 2024Q4: 9,588 shares; 2025Q1: 10,968 shares; 2025Q2: 12,528 shares; 2025Q3: 12,321 shares 12,321 $505K 0.06% -207 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,363 shares; 2025Q1: 11,363 shares; 2025Q2: 11,363 shares; 2025Q3: 11,363 shares 11,363 $500K 0.06% 0 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: 9,538 shares; 2024Q4: 9,422 shares; 2025Q1: 9,918 shares; 2025Q2: 11,075 shares; 2025Q3: 10,422 shares 10,422 $492K 0.06% -653 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: 3,820 shares; 2024Q4: 3,875 shares; 2025Q1: 4,238 shares; 2025Q2: 4,453 shares; 2025Q3: 5,142 shares 5,142 $490K 0.06% +689 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 3,913 shares; 2025Q1: 4,315 shares; 2025Q2: 6,730 shares; 2025Q3: 6,994 shares 6,994 $488K 0.06% +264 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: 8,374 shares; 2024Q4: 7,347 shares; 2025Q1: 7,219 shares; 2025Q2: 7,613 shares; 2025Q3: 7,191 shares 7,191 $484K 0.06% -422 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares 2,049 $484K 0.06% new 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: 8,409 shares; 2024Q4: 6,016 shares; 2025Q1: 6,189 shares; 2025Q2: 7,372 shares; 2025Q3: 7,265 shares 7,265 $480K 0.06% -107 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: 10,276 shares; 2024Q4: 8,869 shares; 2025Q1: 9,292 shares; 2025Q2: 9,954 shares; 2025Q3: 10,016 shares 10,016 $478K 0.06% +62 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: 4,260 shares 4,260 $478K 0.06% new 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: 43,075 shares; 2024Q4: 27,318 shares; 2025Q1: 27,685 shares; 2025Q2: 22,411 shares; 2025Q3: 19,101 shares 19,101 $475K 0.06% -3,310 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 6,677 shares; 2025Q3: 6,639 shares 6,639 $474K 0.06% -38 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: 3,080 shares; 2024Q4: 2,347 shares; 2025Q1: 2,242 shares; 2025Q2: 1,739 shares; 2025Q3: 1,338 shares 1,338 $472K 0.06% -401 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 4,078 shares; 2025Q3: 4,182 shares 4,182 $470K 0.06% +104 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 5,001 shares; 2025Q1: 5,055 shares; 2025Q2: 3,139 shares; 2025Q3: 5,239 shares 5,239 $470K 0.06% +2,100 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: 945 shares; 2024Q4: 685 shares; 2025Q1: 705 shares; 2025Q2: 979 shares; 2025Q3: 1,095 shares 1,095 $467K 0.05% +116 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 6,527 shares; 2025Q3: 6,527 shares 6,527 $466K 0.05% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 1,379 shares; 2025Q1: 1,396 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $466K 0.05% 0 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: 653 shares; 2024Q4: 422 shares; 2025Q1: 421 shares; 2025Q2: 574 shares; 2025Q3: 594 shares 594 $465K 0.05% +20 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: 3,463 shares; 2024Q4: 3,276 shares; 2025Q1: 3,477 shares; 2025Q2: 4,865 shares; 2025Q3: 5,520 shares 5,520 $464K 0.05% +655 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: 6,345 shares; 2024Q4: 3,689 shares; 2025Q1: 3,751 shares; 2025Q2: 4,617 shares; 2025Q3: 5,518 shares 5,518 $461K 0.05% +901 Timeline TSSI TSS INC DEL More: the full row for TSS 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: 18,200 shares; 2025Q2: not reported; 2025Q3: 25,000 shares 25,000 $453K 0.05% new 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: 44,845 shares; 2024Q4: 30,500 shares; 2025Q1: 30,743 shares; 2025Q2: 30,362 shares; 2025Q3: 28,348 shares 28,348 $452K 0.05% -2,014 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: 1,526 shares; 2024Q4: 1,209 shares; 2025Q1: 1,229 shares; 2025Q2: 1,301 shares; 2025Q3: 1,275 shares 1,275 $448K 0.05% -26 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: 6,705 shares; 2024Q4: 3,775 shares; 2025Q1: 5,014 shares; 2025Q2: 4,105 shares; 2025Q3: 3,891 shares 3,891 $446K 0.05% -214 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: 6,653 shares; 2024Q4: 6,653 shares; 2025Q1: 6,653 shares; 2025Q2: 4,190 shares; 2025Q3: 4,178 shares 4,178 $445K 0.05% -12 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: 1,033 shares; 2024Q4: 586 shares; 2025Q1: 1,173 shares; 2025Q2: 1,063 shares; 2025Q3: 1,049 shares 1,049 $443K 0.05% -14 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: 1,422 shares; 2024Q4: 1,100 shares; 2025Q1: 1,178 shares; 2025Q2: 1,442 shares; 2025Q3: 1,394 shares 1,394 $443K 0.05% -48 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,772 shares; 2025Q1: 7,772 shares; 2025Q2: 10,431 shares; 2025Q3: 10,431 shares 10,431 $442K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,292 shares; 2025Q3: 5,980 shares 5,980 $435K 0.05% +688 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 4,730 shares; 2025Q1: 4,735 shares; 2025Q2: 4,723 shares; 2025Q3: 3,980 shares 3,980 $433K 0.05% -743 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,414 shares; 2025Q1: 7,762 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares 7,943 $428K 0.05% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 2,428 shares; 2025Q1: 2,529 shares; 2025Q2: 2,506 shares; 2025Q3: 2,518 shares 2,518 $427K 0.05% +12 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: 1,551 shares; 2024Q4: 1,233 shares; 2025Q1: 1,264 shares; 2025Q2: 1,625 shares; 2025Q3: 2,248 shares 2,248 $422K 0.05% +623 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: 3,819 shares; 2024Q4: 2,656 shares; 2025Q1: 2,687 shares; 2025Q2: 1,708 shares; 2025Q3: 1,714 shares 1,714 $421K 0.05% +6 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: not reported; 2024Q4: 12,407 shares; 2025Q1: 13,773 shares; 2025Q2: 15,413 shares; 2025Q3: 15,413 shares 15,413 $421K 0.05% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,039 shares; 2025Q1: 2,069 shares; 2025Q2: 2,633 shares; 2025Q3: 2,667 shares 2,667 $420K 0.05% +34 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: 1,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 2,419 shares 2,419 $418K 0.05% +602 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: 11,765 shares; 2024Q4: 6,901 shares; 2025Q1: 7,160 shares; 2025Q2: 5,996 shares; 2025Q3: 5,828 shares 5,828 $417K 0.05% -168 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: 964 shares; 2024Q4: 703 shares; 2025Q1: 729 shares; 2025Q2: 859 shares; 2025Q3: 845 shares 845 $415K 0.05% -14 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: 5,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,994 shares 8,994 $411K 0.05% new 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: 10,679 shares; 2024Q4: 8,629 shares; 2025Q1: 9,796 shares; 2025Q2: 9,951 shares; 2025Q3: 9,490 shares 9,490 $410K 0.05% -461 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: 3,825 shares; 2024Q4: 2,610 shares; 2025Q1: 2,636 shares; 2025Q2: 3,624 shares; 2025Q3: 3,623 shares 3,623 $405K 0.05% -1 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,846 shares; 2025Q1: not reported; 2025Q2: 5,956 shares; 2025Q3: 6,001 shares 6,001 $404K 0.05% +45 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 32,105 shares; 2025Q1: 32,199 shares; 2025Q2: 28,703 shares; 2025Q3: 28,677 shares 28,677 $399K 0.05% -26 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,270 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares 1,235 $395K 0.05% 0 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: 3,589 shares; 2024Q4: 2,270 shares; 2025Q1: 2,292 shares; 2025Q2: 2,698 shares; 2025Q3: 2,640 shares 2,640 $392K 0.05% -58 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: 3,861 shares; 2024Q4: 2,138 shares; 2025Q1: 2,018 shares; 2025Q2: 2,073 shares; 2025Q3: 1,862 shares 1,862 $392K 0.05% -211 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: 4,429 shares; 2024Q4: 3,890 shares; 2025Q1: 4,052 shares; 2025Q2: 3,581 shares; 2025Q3: 2,679 shares 2,679 $392K 0.05% -902 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: 6,762 shares; 2024Q4: 4,567 shares; 2025Q1: 4,541 shares; 2025Q2: 5,675 shares; 2025Q3: 3,563 shares 3,563 $392K 0.05% -2,112 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: 2,967 shares; 2024Q4: 2,106 shares; 2025Q1: 2,401 shares; 2025Q2: 2,243 shares; 2025Q3: 1,657 shares 1,657 $392K 0.05% -586 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,926 shares; 2025Q2: 14,541 shares; 2025Q3: 13,394 shares 13,394 $387K 0.05% -1,147 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: 2,102 shares; 2024Q4: 1,178 shares; 2025Q1: 1,308 shares; 2025Q2: 1,782 shares; 2025Q3: 2,026 shares 2,026 $387K 0.05% +244 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: 30,448 shares; 2024Q4: 16,646 shares; 2025Q1: 15,831 shares; 2025Q2: 20,390 shares; 2025Q3: 12,291 shares 12,291 $386K 0.05% -8,099 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: 2,596 shares; 2024Q4: 1,881 shares; 2025Q1: 1,882 shares; 2025Q2: 1,741 shares; 2025Q3: 1,743 shares 1,743 $385K 0.05% +2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 6,631 shares; 2025Q1: 3,277 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares 3,185 $384K 0.05% 0 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: 2,739 shares; 2024Q4: 2,542 shares; 2025Q1: 2,527 shares; 2025Q2: 2,508 shares; 2025Q3: 2,504 shares 2,504 $381K 0.04% -4 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: 11,882 shares; 2024Q4: 9,154 shares; 2025Q1: 9,127 shares; 2025Q2: 9,059 shares; 2025Q3: 9,682 shares 9,682 $379K 0.04% +623 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: 1,599 shares; 2024Q4: 1,025 shares; 2025Q1: 1,057 shares; 2025Q2: not reported; 2025Q3: 1,052 shares 1,052 $375K 0.04% new 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: 3,110 shares 3,110 $373K 0.04% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,922 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,716 shares 4,716 $370K 0.04% 0 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: 7,452 shares; 2024Q4: 4,617 shares; 2025Q1: 4,908 shares; 2025Q2: 6,906 shares; 2025Q3: 6,626 shares 6,626 $369K 0.04% -280 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: 85 shares; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $369K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,262 shares; 2025Q3: 15,262 shares 15,262 $355K 0.04% 0 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: 495 shares; 2024Q4: 379 shares; 2025Q1: 370 shares; 2025Q2: 518 shares; 2025Q3: 480 shares 480 $354K 0.04% -38 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: 4,904 shares 4,904 $348K 0.04% +912 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: 964 shares; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 1,019 shares; 2025Q3: 1,110 shares 1,110 $347K 0.04% +91 Timeline EMB 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: 3,881 shares; 2024Q4: 3,613 shares; 2025Q1: 3,616 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares 3,616 $344K 0.04% 0 Timeline PCEF 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: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,190 shares; 2025Q2: 17,190 shares; 2025Q3: 17,190 shares 17,190 $343K 0.04% 0 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: 2,687 shares; 2024Q4: 1,946 shares; 2025Q1: 2,039 shares; 2025Q2: 1,284 shares; 2025Q3: 1,211 shares 1,211 $342K 0.04% -73 Timeline PFF 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: 10,722 shares 10,722 $339K 0.04% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,379 shares 7,379 $338K 0.04% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 8,345 shares 8,345 $337K 0.04% new 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: 32,702 shares; 2024Q4: 34,890 shares; 2025Q1: 37,769 shares; 2025Q2: 50,328 shares; 2025Q3: 50,041 shares 50,041 $335K 0.04% -287 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: 8,341 shares; 2024Q4: 5,103 shares; 2025Q1: 7,375 shares; 2025Q2: 6,313 shares; 2025Q3: 5,622 shares 5,622 $335K 0.04% -691 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 5,113 shares 5,113 $334K 0.04% -171 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,662 shares; 2025Q1: not reported; 2025Q2: 3,206 shares; 2025Q3: 3,068 shares 3,068 $330K 0.04% -138 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: 10,342 shares; 2024Q4: 10,191 shares; 2025Q1: 10,449 shares; 2025Q2: 10,346 shares; 2025Q3: 10,188 shares 10,188 $328K 0.04% -158 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: 1,096 shares; 2024Q4: 1,666 shares; 2025Q1: 1,269 shares; 2025Q2: 1,095 shares; 2025Q3: 1,092 shares 1,092 $328K 0.04% -3 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 11,192 shares; 2025Q1: 11,519 shares; 2025Q2: 14,296 shares; 2025Q3: 12,458 shares 12,458 $328K 0.04% -1,838 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,404 shares; 2025Q1: 10,709 shares; 2025Q2: 12,232 shares; 2025Q3: 12,010 shares 12,010 $327K 0.04% -222 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: 498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 509 shares 509 $325K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 3,362 shares; 2025Q1: 4,047 shares; 2025Q2: 3,034 shares; 2025Q3: 4,130 shares 4,130 $322K 0.04% +1,096 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: 694 shares; 2024Q4: 697 shares; 2025Q1: 762 shares; 2025Q2: 669 shares; 2025Q3: 673 shares 673 $321K 0.04% +4 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: 1,366 shares; 2024Q4: 854 shares; 2025Q1: 882 shares; 2025Q2: 745 shares; 2025Q3: 641 shares 641 $320K 0.04% -104 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,670 shares; 2025Q1: 4,739 shares; 2025Q2: 4,703 shares; 2025Q3: 5,611 shares 5,611 $318K 0.04% +908 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: 8,814 shares; 2024Q4: 26,744 shares; 2025Q1: 24,081 shares; 2025Q2: 22,092 shares; 2025Q3: 22,747 shares 22,747 $318K 0.04% +655 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,866 shares 2,866 $317K 0.04% new Timeline PRF 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: 6,988 shares; 2025Q3: 6,988 shares 6,988 $316K 0.04% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 987 shares; 2025Q1: 1,006 shares; 2025Q2: 1,368 shares; 2025Q3: 1,282 shares 1,282 $316K 0.04% -86 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: 950 shares; 2024Q4: 583 shares; 2025Q1: 598 shares; 2025Q2: 664 shares; 2025Q3: 689 shares 689 $315K 0.04% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,466 shares 1,466 $315K 0.04% +392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,824 shares 4,824 $311K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 1,107 shares; 2025Q1: 1,101 shares; 2025Q2: 1,058 shares; 2025Q3: 1,315 shares 1,315 $310K 0.04% +257 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: not reported; 2024Q4: not reported; 2025Q1: 3,709 shares; 2025Q2: 3,954 shares; 2025Q3: 5,101 shares 5,101 $310K 0.04% +1,147 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,492 shares; 2025Q3: 1,455 shares 1,455 $310K 0.04% -37 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,543 shares; 2024Q4: 25,107 shares; 2025Q1: 25,654 shares; 2025Q2: 23,233 shares; 2025Q3: 25,839 shares 25,839 $309K 0.04% +2,606 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: 11,798 shares; 2024Q4: not reported; 2025Q1: 9,302 shares; 2025Q2: 7,689 shares; 2025Q3: 9,660 shares 9,660 $309K 0.04% +1,971 Timeline IUSV 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: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares 3,087 $309K 0.04% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,393 shares; 2025Q2: 14,239 shares; 2025Q3: 15,263 shares 15,263 $308K 0.04% +1,024 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: 3,384 shares; 2024Q4: 3,125 shares; 2025Q1: 3,371 shares; 2025Q2: 3,316 shares; 2025Q3: 3,326 shares 3,326 $302K 0.04% +10 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: 1,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,112 shares 1,112 $300K 0.04% +3 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS 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: 3,631 shares; 2025Q3: 3,612 shares 3,612 $300K 0.04% -19 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: 4,165 shares; 2024Q4: 4,514 shares; 2025Q1: 5,368 shares; 2025Q2: not reported; 2025Q3: 6,618 shares 6,618 $298K 0.03% new 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: 611 shares; 2024Q4: 454 shares; 2025Q1: 490 shares; 2025Q2: 553 shares; 2025Q3: 599 shares 599 $298K 0.03% +46 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: 3,593 shares; 2024Q4: 2,707 shares; 2025Q1: 2,787 shares; 2025Q2: 3,673 shares; 2025Q3: 3,543 shares 3,543 $298K 0.03% -130 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: 6,769 shares 6,769 $298K 0.03% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 2,407 shares; 2025Q3: 2,704 shares 2,704 $296K 0.03% +297 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: 1,029 shares; 2025Q3: 1,145 shares 1,145 $296K 0.03% +116 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,294 shares; 2025Q1: 1,293 shares; 2025Q2: 1,250 shares; 2025Q3: 1,241 shares 1,241 $295K 0.03% -9 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: 1,674 shares; 2024Q4: 1,098 shares; 2025Q1: 1,111 shares; 2025Q2: 1,581 shares; 2025Q3: 1,573 shares 1,573 $294K 0.03% -8 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,304 shares; 2025Q1: 4,276 shares; 2025Q2: 4,171 shares; 2025Q3: 4,066 shares 4,066 $294K 0.03% -105 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: 9,868 shares; 2024Q4: 4,012 shares; 2025Q1: 4,335 shares; 2025Q2: 4,886 shares; 2025Q3: 3,871 shares 3,871 $292K 0.03% -1,015 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,498 shares; 2025Q1: 2,597 shares; 2025Q2: 2,354 shares; 2025Q3: 2,300 shares 2,300 $292K 0.03% -54 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,932 shares; 2025Q2: 7,932 shares; 2025Q3: 7,932 shares 7,932 $291K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,163 shares; 2025Q3: 2,181 shares 2,181 $291K 0.03% +18 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: 9,230 shares; 2024Q4: 6,525 shares; 2025Q1: 6,789 shares; 2025Q2: 6,709 shares; 2025Q3: 6,457 shares 6,457 $290K 0.03% -252 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: 1,265 shares; 2024Q4: 1,216 shares; 2025Q1: 1,259 shares; 2025Q2: 1,119 shares; 2025Q3: 1,113 shares 1,113 $290K 0.03% -6 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: 13,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,768 shares 11,768 $289K 0.03% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,761 shares; 2025Q1: 3,776 shares; 2025Q2: 3,802 shares; 2025Q3: 3,771 shares 3,771 $289K 0.03% -31 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: 1,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 939 shares 939 $289K 0.03% -1 Timeline U UNITY SOFTWARE INC More: the full row for UNITY 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: not reported; 2025Q3: 7,186 shares 7,186 $288K 0.03% new Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,243 shares; 2024Q4: 14,323 shares; 2025Q1: 14,323 shares; 2025Q2: 21,288 shares; 2025Q3: 19,162 shares 19,162 $287K 0.03% -2,126 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: not reported; 2024Q4: 1,152 shares; 2025Q1: 1,549 shares; 2025Q2: 1,521 shares; 2025Q3: 1,324 shares 1,324 $286K 0.03% -197 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: 1,784 shares; 2024Q4: 1,813 shares; 2025Q1: 1,932 shares; 2025Q2: 1,361 shares; 2025Q3: 1,516 shares 1,516 $285K 0.03% +155 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: 1,582 shares; 2024Q4: 1,098 shares; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: 933 shares 933 $285K 0.03% +64 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: 8,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 7,262 shares 7,262 $285K 0.03% +2,592 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: 14,579 shares; 2024Q4: 8,603 shares; 2025Q1: 8,769 shares; 2025Q2: 5,109 shares; 2025Q3: 5,054 shares 5,054 $284K 0.03% -55 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: 2,778 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,296 shares 1,296 $281K 0.03% -12 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: 6,939 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 3,477 shares; 2025Q3: 3,390 shares 3,390 $281K 0.03% -87 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: 1,176 shares; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 1,219 shares; 2025Q3: 1,212 shares 1,212 $278K 0.03% -7 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 567 shares 567 $278K 0.03% +2 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: 18,234 shares; 2024Q4: not reported; 2025Q1: 17,239 shares; 2025Q2: 10,523 shares; 2025Q3: 9,927 shares 9,927 $278K 0.03% -596 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,991 shares; 2025Q1: 8,611 shares; 2025Q2: 8,162 shares; 2025Q3: 8,038 shares 8,038 $278K 0.03% -124 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: 1,588 shares; 2024Q4: 886 shares; 2025Q1: 928 shares; 2025Q2: 1,376 shares; 2025Q3: 963 shares 963 $278K 0.03% -413 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: 3,438 shares; 2024Q4: 2,270 shares; 2025Q1: 2,316 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares 1,883 $277K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 937 shares; 2025Q1: 915 shares; 2025Q2: 870 shares; 2025Q3: 791 shares 791 $276K 0.03% -79 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: 2,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 10,545 shares 10,545 $275K 0.03% +1,302 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,576 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares 1,556 $275K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 4,482 shares; 2025Q1: 4,861 shares; 2025Q2: 4,739 shares; 2025Q3: 4,387 shares 4,387 $274K 0.03% -352 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: 63,488 shares; 2024Q4: 30,313 shares; 2025Q1: 30,721 shares; 2025Q2: 24,571 shares; 2025Q3: 24,647 shares 24,647 $273K 0.03% +76 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,658 shares; 2025Q3: 12,658 shares 12,658 $273K 0.03% 0 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: 20,320 shares; 2024Q4: not reported; 2025Q1: 16,271 shares; 2025Q2: 15,474 shares; 2025Q3: 17,051 shares 17,051 $273K 0.03% +1,577 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,073 shares; 2024Q4: 6,356 shares; 2025Q1: 6,387 shares; 2025Q2: 6,410 shares; 2025Q3: 6,360 shares 6,360 $273K 0.03% -50 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,924 shares 2,924 $272K 0.03% +405 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares 4,190 $272K 0.03% new 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: 4,267 shares; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 3,998 shares; 2025Q3: 4,010 shares 4,010 $270K 0.03% +12 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,655 shares; 2025Q3: 8,406 shares 8,406 $268K 0.03% -4,249 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: 11,069 shares; 2024Q4: 1,618 shares; 2025Q1: 1,667 shares; 2025Q2: 1,590 shares; 2025Q3: 1,386 shares 1,386 $267K 0.03% -204 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 3,086 shares 3,086 $267K 0.03% +3 Timeline TLT 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: 7,208 shares; 2025Q1: 7,459 shares; 2025Q2: 3,917 shares; 2025Q3: 2,967 shares 2,967 $265K 0.03% -950 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 6,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,695 shares 9,695 $264K 0.03% new 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: 8,264 shares; 2025Q3: 7,429 shares 7,429 $263K 0.03% -835 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,097 shares; 2025Q1: 2,097 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares 2,097 $263K 0.03% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $263K 0.03% 0 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: 1,049 shares; 2024Q4: 706 shares; 2025Q1: 748 shares; 2025Q2: 920 shares; 2025Q3: 809 shares 809 $261K 0.03% -111 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: 612 shares; 2024Q4: 475 shares; 2025Q1: 489 shares; 2025Q2: 475 shares; 2025Q3: 461 shares 461 $259K 0.03% -14 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 785 shares 785 $256K 0.03% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 702 shares 702 $256K 0.03% -95 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: 4,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,417 shares; 2025Q3: 4,719 shares 4,719 $256K 0.03% +302 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,450 shares 7,450 $255K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,017 shares; 2025Q3: 2,046 shares 2,046 $253K 0.03% +29 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: 8,781 shares; 2024Q4: 8,781 shares; 2025Q1: 9,045 shares; 2025Q2: 8,111 shares; 2025Q3: 8,112 shares 8,112 $253K 0.03% +1 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: not reported; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 422 shares 422 $252K 0.03% -119 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 7,439 shares 7,439 $250K 0.03% new 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: 3,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,993 shares; 2025Q3: 4,215 shares 4,215 $250K 0.03% -778 EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: not reported; 2025Q1: 6,306 shares; 2025Q2: 7,441 shares; 2025Q3: 4,561 shares 4,561 $248K 0.03% -2,880 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: not reported; 2025Q1: 4,428 shares; 2025Q2: 5,988 shares; 2025Q3: 5,242 shares 5,242 $248K 0.03% -746 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,236 shares 13,236 $247K 0.03% new Timeline FXI 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: 6,011 shares; 2025Q2: 6,011 shares; 2025Q3: 6,011 shares 6,011 $247K 0.03% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares 1,503 $246K 0.03% new 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: 1,693 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares 994 $245K 0.03% new 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: 109,901 shares; 2024Q4: 110,560 shares; 2025Q1: 110,221 shares; 2025Q2: 93,406 shares; 2025Q3: 93,204 shares 93,204 $245K 0.03% -202 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,474 shares; 2025Q3: 11,475 shares 11,475 $245K 0.03% +1 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: 1,060 shares; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 874 shares; 2025Q3: 875 shares 875 $244K 0.03% +1 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,821 shares; 2025Q1: 10,680 shares; 2025Q2: 8,083 shares; 2025Q3: 8,003 shares 8,003 $244K 0.03% -80 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,812 shares; 2025Q2: 6,812 shares; 2025Q3: 6,812 shares 6,812 $244K 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 544 shares; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 563 shares 563 $242K 0.03% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,588 shares; 2025Q3: 3,688 shares 3,688 $241K 0.03% +100 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: not reported; 2025Q2: 777 shares; 2025Q3: 778 shares 778 $240K 0.03% +1 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 4,196 shares; 2025Q3: 3,473 shares 3,473 $238K 0.03% -723 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 1,451 shares; 2025Q1: 1,504 shares; 2025Q2: 1,379 shares; 2025Q3: 1,377 shares 1,377 $238K 0.03% -2 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,273 shares 2,273 $237K 0.03% new 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: 1,536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,178 shares 1,178 $236K 0.03% +33 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,892 shares 8,892 $235K 0.03% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,718 shares; 2025Q3: 6,694 shares 6,694 $235K 0.03% -24 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 122 shares; 2025Q3: 100 shares 100 $234K 0.03% -22 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares 1,640 $234K 0.03% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,271 shares 10,271 $232K 0.03% new Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE 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: 8,463 shares 8,463 $232K 0.03% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 16,350 shares; 2025Q1: 16,949 shares; 2025Q2: 17,015 shares; 2025Q3: 14,366 shares 14,366 $232K 0.03% -2,649 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: 4,713 shares; 2024Q4: 3,290 shares; 2025Q1: 3,508 shares; 2025Q2: 3,094 shares; 2025Q3: 2,947 shares 2,947 $231K 0.03% -147 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares 2,123 $231K 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares 1,080 $231K 0.03% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,171 shares; 2025Q3: 12,640 shares 12,640 $231K 0.03% +469 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: 37,374 shares; 2024Q4: 16,203 shares; 2025Q1: 16,886 shares; 2025Q2: 23,465 shares; 2025Q3: 17,668 shares 17,668 $231K 0.03% -5,797 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,031 shares 4,031 $230K 0.03% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,022 shares; 2025Q1: 3,033 shares; 2025Q2: 3,484 shares; 2025Q3: 6,727 shares 6,727 $230K 0.03% +3,243 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 2,430 shares 2,430 $229K 0.03% +5 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE 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: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares 2,634 $228K 0.03% new Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 6,147 shares; 2025Q1: 5,956 shares; 2025Q2: 6,421 shares; 2025Q3: 6,332 shares 6,332 $226K 0.03% -89 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares 4,245 $226K 0.03% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 1,681 shares 1,681 $222K 0.03% new Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER 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: 1,050 shares 1,050 $221K 0.03% new SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,244 shares; 2025Q1: 2,319 shares; 2025Q2: 2,498 shares; 2025Q3: 2,187 shares 2,187 $220K 0.03% -311 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: 14,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 4,367 shares 4,367 $220K 0.03% -68 Timeline VTWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares 2,243 $219K 0.03% new 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: 2,907 shares; 2024Q4: 2,209 shares; 2025Q1: 2,213 shares; 2025Q2: 2,909 shares; 2025Q3: 2,624 shares 2,624 $219K 0.03% -285 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE 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: 4,562 shares; 2025Q3: 4,152 shares 4,152 $219K 0.03% -410 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: 58,639 shares; 2024Q4: 33,520 shares; 2025Q1: 34,169 shares; 2025Q2: 32,099 shares; 2025Q3: 30,067 shares 30,067 $219K 0.03% -2,032 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,002 shares 4,002 $216K 0.03% -36 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: not reported; 2025Q1: 10,986 shares; 2025Q2: not reported; 2025Q3: 10,709 shares 10,709 $216K 0.03% new Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,435 shares; 2025Q3: 14,435 shares 14,435 $216K 0.03% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 144 shares 144 $216K 0.03% +20 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,698 shares 1,698 $215K 0.03% -80 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,226 shares 2,226 $215K 0.03% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW 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: 8,041 shares; 2025Q2: 7,398 shares; 2025Q3: 5,899 shares 5,899 $214K 0.03% -1,499 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares 662 $214K 0.03% new 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: not reported; 2025Q2: 902 shares; 2025Q3: 872 shares 872 $214K 0.03% -30 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: 2,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,579 shares 1,579 $214K 0.03% +4 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,317 shares 5,317 $214K 0.03% new 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $214K 0.03% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 2,306 shares 2,306 $213K 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,453 shares; 2025Q1: 1,489 shares; 2025Q2: 1,550 shares; 2025Q3: 1,487 shares 1,487 $213K 0.02% -63 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: 1,598 shares; 2024Q4: 1,361 shares; 2025Q1: 1,567 shares; 2025Q2: 1,478 shares; 2025Q3: 1,497 shares 1,497 $211K 0.02% +19 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: not reported; 2025Q2: 2,373 shares; 2025Q3: 2,378 shares 2,378 $210K 0.02% +5 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares 2,477 $210K 0.02% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,035 shares; 2025Q1: 12,446 shares; 2025Q2: 13,889 shares; 2025Q3: 14,778 shares 14,778 $209K 0.02% +889 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: 29,071 shares; 2024Q4: 18,067 shares; 2025Q1: 17,306 shares; 2025Q2: 16,041 shares; 2025Q3: 12,841 shares 12,841 $209K 0.02% -3,200 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: not reported; 2025Q1: 2,481 shares; 2025Q2: not reported; 2025Q3: 2,762 shares 2,762 $207K 0.02% new Timeline AYI ACUITY INC More: the full row for ACUITY 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: 602 shares 602 $207K 0.02% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,670 shares; 2025Q3: 3,714 shares 3,714 $207K 0.02% +44 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares 288 $207K 0.02% new 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: 836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 753 shares 753 $206K 0.02% +7 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,937 shares 1,937 $206K 0.02% -63 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,588 shares; 2025Q2: not reported; 2025Q3: 2,801 shares 2,801 $205K 0.02% new 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: 20,786 shares; 2024Q4: 11,530 shares; 2025Q1: 11,530 shares; 2025Q2: 11,031 shares; 2025Q3: 8,801 shares 8,801 $205K 0.02% -2,230 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN 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: 5,622 shares; 2025Q3: 5,637 shares 5,637 $204K 0.02% +15 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: 457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares 323 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,221 shares; 2025Q3: 10,513 shares 10,513 $202K 0.02% -708 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: 1,453 shares 1,453 $202K 0.02% new 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: 1,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,050 shares 1,050 $202K 0.02% -51 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: not reported; 2025Q3: 3,788 shares 3,788 $201K 0.02% new 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: 69,348 shares; 2024Q4: 33,120 shares; 2025Q1: 33,016 shares; 2025Q2: 25,754 shares; 2025Q3: 25,318 shares 25,318 $192K 0.02% -436 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: 16,705 shares 16,705 $188K 0.02% new Timeline MNRO MONRO INC More: the full row for MONRO 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: 10,274 shares 10,274 $185K 0.02% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 11,916 shares; 2025Q2: 11,914 shares; 2025Q3: 11,504 shares 11,504 $169K 0.02% -410 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 15,553 shares; 2025Q1: 13,009 shares; 2025Q2: 12,674 shares; 2025Q3: 13,905 shares 13,905 $154K 0.02% +1,231 Timeline CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,257 shares; 2024Q4: 20,257 shares; 2025Q1: 20,257 shares; 2025Q2: 20,257 shares; 2025Q3: 20,257 shares 20,257 $141K 0.02% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,585 shares; 2024Q4: 14,714 shares; 2025Q1: 14,714 shares; 2025Q2: 14,714 shares; 2025Q3: 14,714 shares 14,714 $132K 0.02% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,690 shares; 2024Q4: 12,131 shares; 2025Q1: not reported; 2025Q2: 19,602 shares; 2025Q3: 21,573 shares 21,573 $132K 0.02% +1,971 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: 14,187 shares; 2024Q4: 16,285 shares; 2025Q1: 20,359 shares; 2025Q2: 27,398 shares; 2025Q3: 27,291 shares 27,291 $124K 0.01% -107 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,076 shares 10,076 $122K 0.01% new Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES 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: 12,758 shares; 2025Q3: 11,805 shares 11,805 $117K 0.01% -953 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 12,201 shares 12,201 $103K 0.01% new Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,357 shares; 2025Q1: 12,125 shares; 2025Q2: 12,068 shares; 2025Q3: 11,348 shares 11,348 $101K 0.01% -720 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,744 shares; 2024Q4: 12,710 shares; 2025Q1: 12,914 shares; 2025Q2: 16,962 shares; 2025Q3: 12,778 shares 12,778 $97K 0.01% -4,184 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,799 shares; 2025Q3: 17,819 shares 17,819 $93.4K 0.01% +3,020 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,383 shares 10,383 $93.1K 0.01% new 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: 23,032 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,518 shares; 2025Q3: 17,130 shares 17,130 $89.4K 0.01% +612 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI 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: not reported; 2025Q3: 16,139 shares 16,139 $83.6K 0.01% new Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 11,185 shares; 2025Q3: 11,714 shares 11,714 $82.1K 0.01% +529 Timeline CLPR CLIPPER RLTY INC More: the full row for CLIPPER RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,791 shares; 2024Q4: 20,908 shares; 2025Q1: 19,619 shares; 2025Q2: 21,208 shares; 2025Q3: 21,208 shares 21,208 $80.6K 0.01% 0 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: 29,545 shares; 2024Q4: 17,108 shares; 2025Q1: 17,165 shares; 2025Q2: 13,467 shares; 2025Q3: 12,355 shares 12,355 $74.4K 0.01% -1,112 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,943 shares; 2025Q3: 12,287 shares 12,287 $70.2K 0.01% -2,656 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS 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: 10,576 shares 10,576 $69.7K 0.01% new PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,148 shares; 2025Q1: 28,031 shares; 2025Q2: 27,675 shares; 2025Q3: 27,675 shares 27,675 $64.5K 0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,872 shares; 2024Q4: 10,554 shares; 2025Q1: 29,828 shares; 2025Q2: 30,040 shares; 2025Q3: 18,966 shares 18,966 $63.1K 0.01% -11,074 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,136 shares; 2025Q1: 13,935 shares; 2025Q2: not reported; 2025Q3: 25,539 shares 25,539 $53.9K 0.01% new Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING 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: 11,810 shares 11,810 $43.7K 0.01% new Timeline OABI OMNIAB INC More: the full row for OMNIAB 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: 24,636 shares 24,636 $39.4K <0.01% new Timeline TILT HLDGS INC F TILT HLDGS INC F More: the full row for TILT HLDGS INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 542,677 shares; 2025Q1: 542,677 shares; 2025Q2: 542,677 shares; 2025Q3: 542,677 shares 542,677 $3.23K <0.01% 0