BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,771 shares; 2024Q4: 66,862 shares; 2025Q1: 64,373 shares; 2025Q2: 336,201 shares; 2025Q3: 292,843 shares 292,843 $26.9M 3.73% -43,358 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: 42,362 shares; 2024Q4: 43,731 shares; 2025Q1: 44,787 shares; 2025Q2: 45,663 shares; 2025Q3: 46,258 shares 46,258 $24M 3.33% +595 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: 66,028 shares; 2024Q4: 73,436 shares; 2025Q1: 83,661 shares; 2025Q2: 84,575 shares; 2025Q3: 121,228 shares 121,228 $22.6M 3.14% +36,653 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: 122,873 shares; 2024Q4: 178,286 shares; 2025Q1: 190,185 shares; 2025Q2: 201,456 shares; 2025Q3: 191,257 shares 191,257 $20M 2.77% -10,199 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: 120,504 shares; 2024Q4: 97,160 shares; 2025Q1: 98,112 shares; 2025Q2: 86,134 shares; 2025Q3: 77,519 shares 77,519 $17M 2.36% -8,615 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: 52,305 shares; 2024Q4: 61,938 shares; 2025Q1: 68,276 shares; 2025Q2: 64,444 shares; 2025Q3: 56,655 shares 56,655 $15.9M 2.21% -7,789 Timeline SPDW 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: 240,874 shares; 2024Q4: 266,832 shares; 2025Q1: 284,960 shares; 2025Q2: 297,392 shares; 2025Q3: 330,631 shares 330,631 $14.1M 1.96% +33,239 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: 171,712 shares; 2024Q4: 152,210 shares; 2025Q1: 163,019 shares; 2025Q2: 173,022 shares; 2025Q3: 202,262 shares 202,262 $11.2M 1.55% +29,240 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: 37,343 shares; 2024Q4: 39,540 shares; 2025Q1: 39,830 shares; 2025Q2: 42,532 shares; 2025Q3: 44,261 shares 44,261 $10.8M 1.49% +1,729 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: 35,869 shares; 2024Q4: 35,327 shares; 2025Q1: 35,481 shares; 2025Q2: 34,239 shares; 2025Q3: 31,181 shares 31,181 $10.6M 1.48% -3,058 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: 99,447 shares; 2024Q4: 101,122 shares; 2025Q1: 126,356 shares; 2025Q2: 210,942 shares; 2025Q3: 218,943 shares 218,943 $10.2M 1.42% +8,001 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: 62,520 shares; 2024Q4: 64,320 shares; 2025Q1: 52,604 shares; 2025Q2: 34,095 shares; 2025Q3: 37,614 shares 37,614 $9.58M 1.33% +3,519 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: 10,652 shares; 2024Q4: 10,554 shares; 2025Q1: 7,781 shares; 2025Q2: 7,805 shares; 2025Q3: 7,185 shares 7,185 $8.61M 1.2% -620 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: 77,342 shares; 2024Q4: 73,008 shares; 2025Q1: 70,846 shares; 2025Q2: 69,207 shares; 2025Q3: 57,768 shares 57,768 $8.58M 1.19% -11,439 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 7,715 shares; 2025Q1: 8,902 shares; 2025Q2: 9,963 shares; 2025Q3: 11,487 shares 11,487 $8.44M 1.17% +1,524 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: 13,800 shares; 2024Q4: 15,212 shares; 2025Q1: 15,626 shares; 2025Q2: 17,227 shares; 2025Q3: 18,770 shares 18,770 $8.35M 1.16% +1,543 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 3,256 shares; 2025Q1: 5,292 shares; 2025Q2: 5,919 shares; 2025Q3: 24,258 shares 24,258 $8M 1.11% +18,339 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: 51,700 shares; 2024Q4: 50,125 shares; 2025Q1: 39,913 shares; 2025Q2: 39,977 shares; 2025Q3: 32,772 shares 32,772 $7.98M 1.11% -7,205 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,053 shares; 2024Q4: 48,496 shares; 2025Q1: 51,940 shares; 2025Q2: 73,470 shares; 2025Q3: 97,867 shares 97,867 $7.48M 1.04% +24,397 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: 14,506 shares; 2024Q4: 14,262 shares; 2025Q1: 13,942 shares; 2025Q2: 13,919 shares; 2025Q3: 13,112 shares 13,112 $7.46M 1.04% -807 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 6,860 shares; 2025Q1: 9,398 shares; 2025Q2: 9,045 shares; 2025Q3: 8,680 shares 8,680 $6.62M 0.92% -365 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: 13,429 shares; 2024Q4: 14,988 shares; 2025Q1: 29,501 shares; 2025Q2: 29,717 shares; 2025Q3: 33,022 shares 33,022 $6.12M 0.85% +3,305 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,585 shares; 2024Q4: 78,258 shares; 2025Q1: 79,804 shares; 2025Q2: 91,666 shares; 2025Q3: 140,508 shares 140,508 $6.08M 0.84% +48,842 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: 62,401 shares; 2024Q4: 89,992 shares; 2025Q1: 97,072 shares; 2025Q2: 106,419 shares; 2025Q3: 124,723 shares 124,723 $5.78M 0.8% +18,304 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: 78,435 shares; 2024Q4: 77,723 shares; 2025Q1: 121,533 shares; 2025Q2: 119,779 shares; 2025Q3: 126,442 shares 126,442 $5.56M 0.77% +6,663 Timeline SPMB 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: 197,447 shares; 2024Q4: 210,000 shares; 2025Q1: 218,945 shares; 2025Q2: 236,738 shares; 2025Q3: 240,569 shares 240,569 $5.4M 0.75% +3,831 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: 15,642 shares; 2024Q4: 16,932 shares; 2025Q1: 16,667 shares; 2025Q2: 17,141 shares; 2025Q3: 16,898 shares 16,898 $5.33M 0.74% -243 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: 57,054 shares; 2024Q4: 56,588 shares; 2025Q1: 51,190 shares; 2025Q2: 52,935 shares; 2025Q3: 55,098 shares 55,098 $4.62M 0.64% +2,163 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: 7,634 shares; 2024Q4: 8,489 shares; 2025Q1: 9,106 shares; 2025Q2: 9,000 shares; 2025Q3: 9,152 shares 9,152 $4.6M 0.64% +152 Timeline GOVT 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: 240,417 shares; 2024Q4: 263,034 shares; 2025Q1: 278,437 shares; 2025Q2: 282,279 shares; 2025Q3: 198,020 shares 198,020 $4.58M 0.64% -84,259 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: 22,296 shares; 2024Q4: 27,037 shares; 2025Q1: 33,709 shares; 2025Q2: 33,844 shares; 2025Q3: 30,406 shares 30,406 $4.45M 0.62% -3,438 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: 49,742 shares; 2024Q4: 46,353 shares; 2025Q1: 45,228 shares; 2025Q2: 44,711 shares; 2025Q3: 32,668 shares 32,668 $4.38M 0.61% -12,043 Timeline SPTL 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: 133,677 shares; 2024Q4: 100,924 shares; 2025Q1: 104,918 shares; 2025Q2: 107,922 shares; 2025Q3: 161,292 shares 161,292 $4.35M 0.6% +53,370 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: 34,770 shares; 2024Q4: 36,881 shares; 2025Q1: 36,559 shares; 2025Q2: 34,431 shares; 2025Q3: 26,704 shares 26,704 $4.33M 0.6% -7,727 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: 89,637 shares; 2024Q4: 76,546 shares; 2025Q1: 67,818 shares; 2025Q2: 63,561 shares; 2025Q3: 61,746 shares 61,746 $4.22M 0.59% -1,815 Timeline IEF 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: 32,927 shares; 2024Q4: 36,531 shares; 2025Q1: 39,684 shares; 2025Q2: 41,039 shares; 2025Q3: 43,676 shares 43,676 $4.21M 0.58% +2,637 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: 14,857 shares; 2024Q4: 15,146 shares; 2025Q1: 18,119 shares; 2025Q2: 18,006 shares; 2025Q3: 18,052 shares 18,052 $4.18M 0.58% +46 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: 14,139 shares; 2024Q4: 16,136 shares; 2025Q1: 17,980 shares; 2025Q2: 17,734 shares; 2025Q3: 19,361 shares 19,361 $4.18M 0.58% +1,627 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: 9,334 shares; 2024Q4: 7,212 shares; 2025Q1: 4,498 shares; 2025Q2: 4,957 shares; 2025Q3: 4,509 shares 4,509 $4.15M 0.58% -448 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: 14,035 shares; 2024Q4: 15,024 shares; 2025Q1: 36,221 shares; 2025Q2: 50,830 shares; 2025Q3: 48,826 shares 48,826 $4.13M 0.57% -2,004 Timeline VCIT 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: 50,224 shares; 2024Q4: 57,900 shares; 2025Q1: 55,589 shares; 2025Q2: 56,557 shares; 2025Q3: 48,706 shares 48,706 $4.1M 0.57% -7,851 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: 39,871 shares; 2024Q4: 39,928 shares; 2025Q1: 30,586 shares; 2025Q2: 25,783 shares; 2025Q3: 24,350 shares 24,350 $4.07M 0.57% -1,433 Timeline STIP 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: 16,255 shares; 2024Q4: 32,995 shares; 2025Q1: 35,183 shares; 2025Q2: 36,395 shares; 2025Q3: 38,673 shares 38,673 $4M 0.55% +2,278 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: 18,042 shares; 2024Q4: 19,254 shares; 2025Q1: 22,692 shares; 2025Q2: 22,854 shares; 2025Q3: 25,729 shares 25,729 $4M 0.55% +2,875 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: 7,401 shares; 2024Q4: 8,490 shares; 2025Q1: 9,110 shares; 2025Q2: 5,627 shares; 2025Q3: 5,847 shares 5,847 $3.91M 0.54% +220 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: 16,769 shares; 2024Q4: 15,431 shares; 2025Q1: 15,343 shares; 2025Q2: 17,375 shares; 2025Q3: 15,725 shares 15,725 $3.88M 0.54% -1,650 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: 58,705 shares; 2024Q4: 57,758 shares; 2025Q1: 41,098 shares; 2025Q2: 38,699 shares; 2025Q3: 39,022 shares 39,022 $3.72M 0.52% +323 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: 7,331 shares; 2025Q1: 7,200 shares; 2025Q2: 7,185 shares; 2025Q3: 6,481 shares 6,481 $3.68M 0.51% -704 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 10,565 shares; 2025Q1: 11,414 shares; 2025Q2: 11,984 shares; 2025Q3: 25,707 shares 25,707 $3.61M 0.5% +13,723 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: 31,526 shares; 2024Q4: 32,628 shares; 2025Q1: 34,186 shares; 2025Q2: 33,226 shares; 2025Q3: 30,375 shares 30,375 $3.48M 0.48% -2,851 Timeline BBJP 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: 16,420 shares; 2025Q3: 52,261 shares 52,261 $3.47M 0.48% +35,841 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: 7,157 shares; 2024Q4: 7,301 shares; 2025Q1: 7,406 shares; 2025Q2: 7,756 shares; 2025Q3: 8,523 shares 8,523 $3.45M 0.48% +767 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: 2,028 shares; 2024Q4: 2,051 shares; 2025Q1: 2,411 shares; 2025Q2: 2,010 shares; 2025Q3: 24,297 shares 24,297 $3.35M 0.46% +22,287 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: not reported; 2024Q4: not reported; 2025Q1: 564 shares; 2025Q2: 5,610 shares; 2025Q3: 5,213 shares 5,213 $3.33M 0.46% -397 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: 1,782 shares; 2024Q4: 1,753 shares; 2025Q1: 11,055 shares; 2025Q2: 10,628 shares; 2025Q3: 8,949 shares 8,949 $3.19M 0.44% -1,679 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: 16,092 shares; 2024Q4: 16,896 shares; 2025Q1: 19,506 shares; 2025Q2: 18,994 shares; 2025Q3: 18,439 shares 18,439 $3.07M 0.43% -555 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: 23,258 shares; 2025Q1: 39,610 shares; 2025Q2: 39,576 shares; 2025Q3: 41,275 shares 41,275 $3.03M 0.42% +1,699 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: 45,833 shares; 2024Q4: 48,399 shares; 2025Q1: 50,295 shares; 2025Q2: 56,736 shares; 2025Q3: 58,211 shares 58,211 $3M 0.42% +1,475 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: 13,763 shares; 2024Q4: 12,968 shares; 2025Q1: 12,732 shares; 2025Q2: 13,509 shares; 2025Q3: 8,151 shares 8,151 $2.88M 0.4% -5,358 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,748 shares; 2024Q4: 52,365 shares; 2025Q1: 53,699 shares; 2025Q2: 54,046 shares; 2025Q3: 55,138 shares 55,138 $2.78M 0.39% +1,092 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: 59,015 shares; 2024Q4: 53,685 shares; 2025Q1: 44,552 shares; 2025Q2: 41,738 shares; 2025Q3: 49,415 shares 49,415 $2.74M 0.38% +7,677 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: 45,361 shares; 2024Q4: 45,216 shares; 2025Q1: 44,063 shares; 2025Q2: 44,190 shares; 2025Q3: 45,607 shares 45,607 $2.7M 0.38% +1,417 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: 27,680 shares; 2024Q4: 27,230 shares; 2025Q1: 35,360 shares; 2025Q2: 36,157 shares; 2025Q3: 37,767 shares 37,767 $2.7M 0.37% +1,610 Timeline JQUA 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: 63,211 shares; 2024Q4: 40,442 shares; 2025Q1: 42,433 shares; 2025Q2: 44,715 shares; 2025Q3: 42,005 shares 42,005 $2.64M 0.37% -2,710 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: 12,861 shares; 2024Q4: 20,589 shares; 2025Q1: 21,496 shares; 2025Q2: 20,449 shares; 2025Q3: 22,626 shares 22,626 $2.55M 0.35% +2,177 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 16,221 shares; 2025Q1: 16,063 shares; 2025Q2: 14,457 shares; 2025Q3: 14,727 shares 14,727 $2.48M 0.34% +270 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: 10,225 shares; 2024Q4: 11,632 shares; 2025Q1: 12,793 shares; 2025Q2: 13,709 shares; 2025Q3: 13,447 shares 13,447 $2.45M 0.34% -262 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: not reported; 2024Q4: not reported; 2025Q1: 3,674 shares; 2025Q2: 6,561 shares; 2025Q3: 23,983 shares 23,983 $2.35M 0.33% +17,422 Timeline SLYG 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: 58,589 shares; 2024Q4: 49,092 shares; 2025Q1: 52,596 shares; 2025Q2: 55,728 shares; 2025Q3: 24,875 shares 24,875 $2.35M 0.33% -30,853 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,266 shares; 2024Q4: 26,879 shares; 2025Q1: 30,835 shares; 2025Q2: 29,937 shares; 2025Q3: 31,052 shares 31,052 $2.34M 0.32% +1,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,692 shares 4,692 $2.31M 0.32% new 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: 11,990 shares; 2024Q4: 12,220 shares; 2025Q1: 13,698 shares; 2025Q2: 14,271 shares; 2025Q3: 14,685 shares 14,685 $2.26M 0.31% +414 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: 5,824 shares; 2024Q4: 6,830 shares; 2025Q1: 8,688 shares; 2025Q2: 10,708 shares; 2025Q3: 10,924 shares 10,924 $2.24M 0.31% +216 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: 40,718 shares; 2024Q4: 39,106 shares; 2025Q1: 41,168 shares; 2025Q2: 42,428 shares; 2025Q3: 45,137 shares 45,137 $2.18M 0.3% +2,709 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: 102,944 shares; 2024Q4: 102,390 shares; 2025Q1: 72,907 shares; 2025Q2: 75,495 shares; 2025Q3: 75,854 shares 75,854 $2.14M 0.3% +359 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,859 shares 21,859 $2.13M 0.3% new 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: 558 shares; 2024Q4: 628 shares; 2025Q1: 711 shares; 2025Q2: 801 shares; 2025Q3: 3,090 shares 3,090 $2.11M 0.29% +2,289 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 15,461 shares; 2025Q1: 15,146 shares; 2025Q2: 14,882 shares; 2025Q3: 8,728 shares 8,728 $2.1M 0.29% -6,154 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,922 shares; 2024Q4: 30,771 shares; 2025Q1: 29,768 shares; 2025Q2: 29,041 shares; 2025Q3: 17,036 shares 17,036 $2.07M 0.29% -12,005 Timeline SPSB 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: 50,553 shares; 2024Q4: 65,231 shares; 2025Q1: 66,959 shares; 2025Q2: 67,189 shares; 2025Q3: 68,146 shares 68,146 $2.06M 0.29% +957 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: 16,409 shares; 2024Q4: 20,183 shares; 2025Q1: 20,353 shares; 2025Q2: 21,292 shares; 2025Q3: 24,471 shares 24,471 $2.05M 0.29% +3,179 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 24,156 shares; 2025Q1: 23,775 shares; 2025Q2: 26,486 shares; 2025Q3: 23,990 shares 23,990 $2.02M 0.28% -2,496 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: 56,378 shares; 2024Q4: 53,172 shares; 2025Q1: 67,833 shares; 2025Q2: 68,758 shares; 2025Q3: 79,076 shares 79,076 $2.01M 0.28% +10,318 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: 17,407 shares; 2024Q4: 16,461 shares; 2025Q1: 16,834 shares; 2025Q2: 17,455 shares; 2025Q3: 17,741 shares 17,741 $1.97M 0.27% +286 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: 4,060 shares; 2024Q4: 4,498 shares; 2025Q1: 5,057 shares; 2025Q2: 5,528 shares; 2025Q3: 6,161 shares 6,161 $1.96M 0.27% +633 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,492 shares; 2025Q1: 1,727 shares; 2025Q2: 2,196 shares; 2025Q3: 2,106 shares 2,106 $1.95M 0.27% -90 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 2,322 shares; 2025Q1: 2,105 shares; 2025Q2: 2,065 shares; 2025Q3: 2,006 shares 2,006 $1.94M 0.27% -59 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: 5,908 shares; 2024Q4: 5,966 shares; 2025Q1: 5,966 shares; 2025Q2: 5,867 shares; 2025Q3: 5,688 shares 5,688 $1.94M 0.27% -179 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,678 shares; 2025Q1: 6,033 shares; 2025Q2: 5,984 shares; 2025Q3: 6,380 shares 6,380 $1.94M 0.27% +396 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: 20,524 shares; 2024Q4: 19,703 shares; 2025Q1: 32,898 shares; 2025Q2: 34,138 shares; 2025Q3: 30,804 shares 30,804 $1.92M 0.27% -3,334 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,527 shares; 2024Q4: 10,743 shares; 2025Q1: 10,473 shares; 2025Q2: 10,194 shares; 2025Q3: 9,236 shares 9,236 $1.92M 0.27% -958 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: 15,264 shares; 2024Q4: 14,431 shares; 2025Q1: 19,070 shares; 2025Q2: 19,099 shares; 2025Q3: 22,894 shares 22,894 $1.91M 0.27% +3,795 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: 3,811 shares; 2024Q4: 4,554 shares; 2025Q1: 4,239 shares; 2025Q2: 4,576 shares; 2025Q3: 3,835 shares 3,835 $1.83M 0.25% -741 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: 12,907 shares; 2024Q4: 12,943 shares; 2025Q1: 6,489 shares; 2025Q2: 6,514 shares; 2025Q3: 6,479 shares 6,479 $1.83M 0.25% -35 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 16,162 shares; 2025Q1: 16,817 shares; 2025Q2: 16,479 shares; 2025Q3: 14,237 shares 14,237 $1.83M 0.25% -2,242 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,797 shares; 2025Q1: 2,859 shares; 2025Q2: 2,967 shares; 2025Q3: 2,945 shares 2,945 $1.8M 0.25% -22 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,498 shares; 2025Q1: 3,380 shares; 2025Q2: 6,201 shares; 2025Q3: 6,353 shares 6,353 $1.73M 0.24% +152 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,178 shares; 2024Q4: 30,280 shares; 2025Q1: 32,645 shares; 2025Q2: 32,643 shares; 2025Q3: 33,832 shares 33,832 $1.71M 0.24% +1,189 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: 8,699 shares; 2024Q4: 12,514 shares; 2025Q1: 13,875 shares; 2025Q2: 16,499 shares; 2025Q3: 17,763 shares 17,763 $1.68M 0.23% +1,264 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: 10,695 shares; 2024Q4: 10,946 shares; 2025Q1: 11,587 shares; 2025Q2: 11,964 shares; 2025Q3: 12,758 shares 12,758 $1.58M 0.22% +794 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: 7,999 shares; 2024Q4: 7,736 shares; 2025Q1: 6,370 shares; 2025Q2: 6,206 shares; 2025Q3: 5,887 shares 5,887 $1.57M 0.22% -319 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: 4,827 shares; 2024Q4: 4,726 shares; 2025Q1: 4,964 shares; 2025Q2: 5,246 shares; 2025Q3: 5,291 shares 5,291 $1.55M 0.22% +45 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: 40,203 shares; 2024Q4: 40,400 shares; 2025Q1: 42,812 shares; 2025Q2: 43,528 shares; 2025Q3: 23,395 shares 23,395 $1.55M 0.22% -20,133 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: 4,201 shares; 2024Q4: 4,626 shares; 2025Q1: 5,274 shares; 2025Q2: 5,574 shares; 2025Q3: 6,542 shares 6,542 $1.55M 0.22% +968 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,472 shares; 2024Q4: 22,902 shares; 2025Q1: 24,506 shares; 2025Q2: 27,428 shares; 2025Q3: 18,683 shares 18,683 $1.53M 0.21% -8,745 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 3,909 shares; 2025Q1: 4,330 shares; 2025Q2: 4,188 shares; 2025Q3: 4,471 shares 4,471 $1.52M 0.21% +283 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: 5,755 shares; 2024Q4: 5,921 shares; 2025Q1: 5,347 shares; 2025Q2: 7,812 shares; 2025Q3: 8,103 shares 8,103 $1.52M 0.21% +291 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: 8,042 shares; 2024Q4: 8,555 shares; 2025Q1: 9,155 shares; 2025Q2: 9,373 shares; 2025Q3: 9,527 shares 9,527 $1.51M 0.21% +154 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: 13,515 shares; 2024Q4: 15,758 shares; 2025Q1: 17,334 shares; 2025Q2: 18,967 shares; 2025Q3: 22,154 shares 22,154 $1.49M 0.21% +3,187 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: 17,371 shares; 2024Q4: 18,038 shares; 2025Q1: 16,268 shares; 2025Q2: 16,290 shares; 2025Q3: 14,637 shares 14,637 $1.49M 0.21% -1,653 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: 5,904 shares; 2024Q4: 5,757 shares; 2025Q1: 6,414 shares; 2025Q2: 6,518 shares; 2025Q3: 5,869 shares 5,869 $1.47M 0.2% -649 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: 16,438 shares; 2024Q4: 16,284 shares; 2025Q1: 20,372 shares; 2025Q2: 28,856 shares; 2025Q3: 31,201 shares 31,201 $1.47M 0.2% +2,345 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: 2,005 shares; 2024Q4: 2,266 shares; 2025Q1: 2,945 shares; 2025Q2: 3,198 shares; 2025Q3: 3,743 shares 3,743 $1.47M 0.2% +545 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,411 shares; 2024Q4: 30,643 shares; 2025Q1: 32,753 shares; 2025Q2: not reported; 2025Q3: 54,952 shares 54,952 $1.42M 0.2% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 6,254 shares; 2025Q1: 6,403 shares; 2025Q2: 7,734 shares; 2025Q3: 7,641 shares 7,641 $1.4M 0.19% -93 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: 24,859 shares; 2024Q4: 21,157 shares; 2025Q1: 21,685 shares; 2025Q2: 19,739 shares; 2025Q3: 22,042 shares 22,042 $1.4M 0.19% +2,303 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,264 shares; 2024Q4: 32,696 shares; 2025Q1: 30,963 shares; 2025Q2: 29,396 shares; 2025Q3: 41,907 shares 41,907 $1.4M 0.19% +12,511 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: 3,848 shares; 2024Q4: 3,878 shares; 2025Q1: 4,274 shares; 2025Q2: 4,490 shares; 2025Q3: 5,098 shares 5,098 $1.38M 0.19% +608 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,133 shares; 2025Q1: 2,282 shares; 2025Q2: 2,552 shares; 2025Q3: 2,535 shares 2,535 $1.38M 0.19% -17 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,121 shares; 2024Q4: 21,641 shares; 2025Q1: 24,562 shares; 2025Q2: 26,235 shares; 2025Q3: 27,050 shares 27,050 $1.37M 0.19% +815 Timeline INDA 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: 36,372 shares; 2024Q4: 24,333 shares; 2025Q1: not reported; 2025Q2: 18,062 shares; 2025Q3: 26,125 shares 26,125 $1.36M 0.19% +8,063 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 3,339 shares; 2025Q2: 6,595 shares; 2025Q3: 6,511 shares 6,511 $1.32M 0.18% -84 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,039 shares; 2024Q4: 36,491 shares; 2025Q1: 38,346 shares; 2025Q2: 36,793 shares; 2025Q3: 33,176 shares 33,176 $1.31M 0.18% -3,617 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 10,791 shares; 2025Q1: 11,305 shares; 2025Q2: 11,137 shares; 2025Q3: 11,354 shares 11,354 $1.3M 0.18% +217 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,012 shares; 2025Q1: 4,955 shares; 2025Q2: 5,982 shares; 2025Q3: 8,589 shares 8,589 $1.3M 0.18% +2,607 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: 5,968 shares; 2024Q4: 6,079 shares; 2025Q1: 6,526 shares; 2025Q2: 5,411 shares; 2025Q3: 5,611 shares 5,611 $1.29M 0.18% +200 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,940 shares; 2024Q4: 16,584 shares; 2025Q1: 18,049 shares; 2025Q2: 18,149 shares; 2025Q3: 18,729 shares 18,729 $1.28M 0.18% +580 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,403 shares; 2025Q2: 12,337 shares; 2025Q3: 13,326 shares 13,326 $1.27M 0.18% +989 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,944 shares; 2025Q1: 3,078 shares; 2025Q2: 3,655 shares; 2025Q3: 3,635 shares 3,635 $1.26M 0.17% -20 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: 2,826 shares; 2024Q4: 2,906 shares; 2025Q1: 3,044 shares; 2025Q2: 3,014 shares; 2025Q3: 3,085 shares 3,085 $1.25M 0.17% +71 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: 1,814 shares; 2024Q4: 1,695 shares; 2025Q1: 1,831 shares; 2025Q2: 2,116 shares; 2025Q3: 2,072 shares 2,072 $1.24M 0.17% -44 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: 3,010 shares; 2024Q4: 4,300 shares; 2025Q1: 5,775 shares; 2025Q2: 6,865 shares; 2025Q3: 6,950 shares 6,950 $1.24M 0.17% +85 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: 3,362 shares; 2024Q4: 3,521 shares; 2025Q1: 3,613 shares; 2025Q2: 3,426 shares; 2025Q3: 4,277 shares 4,277 $1.23M 0.17% +851 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: 6,829 shares; 2024Q4: 7,210 shares; 2025Q1: 7,316 shares; 2025Q2: 7,181 shares; 2025Q3: 6,371 shares 6,371 $1.23M 0.17% -810 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: 14,643 shares; 2024Q4: 14,324 shares; 2025Q1: 15,563 shares; 2025Q2: 15,239 shares; 2025Q3: 15,540 shares 15,540 $1.22M 0.17% +301 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,769 shares; 2024Q4: 60,167 shares; 2025Q1: 68,665 shares; 2025Q2: 69,921 shares; 2025Q3: 80,815 shares 80,815 $1.22M 0.17% +10,894 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: 5,695 shares; 2024Q4: 5,331 shares; 2025Q1: 5,418 shares; 2025Q2: 5,641 shares; 2025Q3: 6,331 shares 6,331 $1.22M 0.17% +690 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 13,661 shares; 2025Q1: 7,764 shares; 2025Q2: 12,290 shares; 2025Q3: 12,402 shares 12,402 $1.21M 0.17% +112 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 8,971 shares 8,971 $1.21M 0.17% +7,357 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,344 shares; 2025Q1: 7,820 shares; 2025Q2: 7,505 shares; 2025Q3: 7,520 shares 7,520 $1.2M 0.17% +15 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,842 shares; 2025Q1: 1,831 shares; 2025Q2: 1,912 shares; 2025Q3: 1,956 shares 1,956 $1.19M 0.17% +44 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: 4,153 shares; 2024Q4: 4,435 shares; 2025Q1: 5,756 shares; 2025Q2: 6,132 shares; 2025Q3: 6,334 shares 6,334 $1.19M 0.16% +202 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: 6,341 shares; 2024Q4: 42,158 shares; 2025Q1: 42,115 shares; 2025Q2: 42,624 shares; 2025Q3: 41,197 shares 41,197 $1.19M 0.16% -1,427 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: not reported; 2024Q4: not reported; 2025Q1: 3,862 shares; 2025Q2: 4,815 shares; 2025Q3: 5,011 shares 5,011 $1.18M 0.16% +196 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,367 shares; 2024Q4: 71,322 shares; 2025Q1: 75,089 shares; 2025Q2: 80,485 shares; 2025Q3: 88,887 shares 88,887 $1.17M 0.16% +8,402 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: 4,453 shares; 2024Q4: 6,815 shares; 2025Q1: 7,153 shares; 2025Q2: 9,185 shares; 2025Q3: 9,330 shares 9,330 $1.15M 0.16% +145 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: 3,030 shares; 2024Q4: 2,977 shares; 2025Q1: 3,228 shares; 2025Q2: 3,133 shares; 2025Q3: 3,449 shares 3,449 $1.15M 0.16% +316 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: 21,951 shares; 2024Q4: 23,996 shares; 2025Q1: 30,088 shares; 2025Q2: 30,333 shares; 2025Q3: 28,297 shares 28,297 $1.11M 0.15% -2,036 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: 25,665 shares; 2024Q4: 25,188 shares; 2025Q1: 16,788 shares; 2025Q2: 10,361 shares; 2025Q3: 10,718 shares 10,718 $1.1M 0.15% +357 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,754 shares; 2025Q1: 4,340 shares; 2025Q2: 4,539 shares; 2025Q3: 5,362 shares 5,362 $1.1M 0.15% +823 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,177 shares; 2025Q1: 2,188 shares; 2025Q2: 2,271 shares; 2025Q3: 1,920 shares 1,920 $1.09M 0.15% -351 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 4,679 shares; 2025Q1: 5,512 shares; 2025Q2: 5,893 shares; 2025Q3: 6,075 shares 6,075 $1.08M 0.15% +182 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: 25,968 shares; 2024Q4: 26,343 shares; 2025Q1: 30,573 shares; 2025Q2: 33,586 shares; 2025Q3: 34,099 shares 34,099 $1.07M 0.15% +513 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: 4,656 shares; 2025Q1: 8,924 shares; 2025Q2: 8,889 shares; 2025Q3: 10,218 shares 10,218 $1.06M 0.15% +1,329 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 21,735 shares; 2025Q1: 22,428 shares; 2025Q2: 19,088 shares; 2025Q3: 33,301 shares 33,301 $1.06M 0.15% +14,213 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: 1,657 shares; 2025Q1: 1,869 shares; 2025Q2: 2,501 shares; 2025Q3: 3,061 shares 3,061 $1.06M 0.15% +560 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: 1,515 shares; 2024Q4: 1,652 shares; 2025Q1: 1,852 shares; 2025Q2: 2,031 shares; 2025Q3: 2,096 shares 2,096 $1.05M 0.15% +65 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: 6,765 shares; 2024Q4: 7,054 shares; 2025Q1: 8,046 shares; 2025Q2: 8,346 shares; 2025Q3: 8,882 shares 8,882 $999K 0.14% +536 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,227 shares; 2025Q1: 2,084 shares; 2025Q2: 2,024 shares; 2025Q3: 2,047 shares 2,047 $989K 0.14% +23 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: 15,636 shares; 2024Q4: 15,470 shares; 2025Q1: 4,855 shares; 2025Q2: 4,702 shares; 2025Q3: 4,563 shares 4,563 $985K 0.14% -139 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: 18,473 shares; 2024Q4: 18,408 shares; 2025Q1: 18,874 shares; 2025Q2: 18,852 shares; 2025Q3: 21,712 shares 21,712 $979K 0.14% +2,860 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: 11,495 shares; 2024Q4: 10,560 shares; 2025Q1: 10,581 shares; 2025Q2: 10,434 shares; 2025Q3: 2,002 shares 2,002 $971K 0.13% -8,432 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 1,165 shares; 2025Q1: 1,409 shares; 2025Q2: 1,421 shares; 2025Q3: 1,175 shares 1,175 $970K 0.13% -246 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 928 shares; 2025Q1: 902 shares; 2025Q2: 1,317 shares; 2025Q3: 1,490 shares 1,490 $968K 0.13% +173 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: 11,311 shares; 2024Q4: 11,689 shares; 2025Q1: 11,801 shares; 2025Q2: 11,519 shares; 2025Q3: 11,584 shares 11,584 $954K 0.13% +65 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,697 shares; 2025Q1: 6,899 shares; 2025Q2: 6,819 shares; 2025Q3: 6,828 shares 6,828 $950K 0.13% +9 Timeline TIP 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: 28,842 shares; 2024Q4: 30,325 shares; 2025Q1: 52,139 shares; 2025Q2: 13,430 shares; 2025Q3: 8,530 shares 8,530 $949K 0.13% -4,900 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 859 shares; 2025Q1: 937 shares; 2025Q2: 1,019 shares; 2025Q3: 1,022 shares 1,022 $941K 0.13% +3 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,195 shares; 2025Q1: 2,285 shares; 2025Q2: 1,632 shares; 2025Q3: 1,597 shares 1,597 $936K 0.13% -35 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: 2,390 shares; 2024Q4: 3,283 shares; 2025Q1: 3,672 shares; 2025Q2: 3,748 shares; 2025Q3: 4,152 shares 4,152 $917K 0.13% +404 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,806 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,849 shares 4,849 $915K 0.13% +617 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,535 shares; 2024Q4: 10,492 shares; 2025Q1: 14,025 shares; 2025Q2: 17,026 shares; 2025Q3: 18,966 shares 18,966 $914K 0.13% +1,940 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: 17,377 shares; 2024Q4: 18,328 shares; 2025Q1: 19,720 shares; 2025Q2: 21,167 shares; 2025Q3: 22,238 shares 22,238 $894K 0.12% +1,071 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,511 shares; 2024Q4: 37,875 shares; 2025Q1: 36,621 shares; 2025Q2: 44,602 shares; 2025Q3: 32,707 shares 32,707 $887K 0.12% -11,895 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,356 shares; 2025Q1: 1,661 shares; 2025Q2: 1,891 shares; 2025Q3: 1,971 shares 1,971 $881K 0.12% +80 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 2,605 shares; 2025Q1: 2,750 shares; 2025Q2: 2,878 shares; 2025Q3: 2,839 shares 2,839 $880K 0.12% -39 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,801 shares; 2024Q4: 22,574 shares; 2025Q1: 22,545 shares; 2025Q2: 20,204 shares; 2025Q3: 15,607 shares 15,607 $880K 0.12% -4,597 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: 724 shares; 2024Q4: 776 shares; 2025Q1: 1,114 shares; 2025Q2: 1,322 shares; 2025Q3: 1,547 shares 1,547 $870K 0.12% +225 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,195 shares; 2025Q1: 4,998 shares; 2025Q2: 4,890 shares; 2025Q3: 3,739 shares 3,739 $867K 0.12% -1,151 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: 225 shares; 2024Q4: 274 shares; 2025Q1: 324 shares; 2025Q2: 325 shares; 2025Q3: 365 shares 365 $853K 0.12% +40 Timeline MDYG 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: 9,922 shares; 2024Q4: 10,616 shares; 2025Q1: 10,729 shares; 2025Q2: 10,515 shares; 2025Q3: 9,315 shares 9,315 $853K 0.12% -1,200 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 3,888 shares; 2025Q3: 3,703 shares 3,703 $851K 0.12% -185 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,657 shares; 2025Q1: 3,938 shares; 2025Q2: 3,906 shares; 2025Q3: 3,316 shares 3,316 $843K 0.12% -590 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,149 shares; 2025Q3: 25,544 shares 25,544 $837K 0.12% -2,605 Timeline RBIL RBB FD INC More: the full row for RBB FD 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: 15,079 shares; 2025Q2: 15,677 shares; 2025Q3: 16,701 shares 16,701 $836K 0.12% +1,024 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,493 shares; 2024Q4: 9,254 shares; 2025Q1: 9,791 shares; 2025Q2: 9,593 shares; 2025Q3: 9,826 shares 9,826 $820K 0.11% +233 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 5,677 shares; 2025Q1: 5,970 shares; 2025Q2: 5,701 shares; 2025Q3: 5,821 shares 5,821 $813K 0.11% +120 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,771 shares; 2024Q4: 14,487 shares; 2025Q1: 15,070 shares; 2025Q2: 15,174 shares; 2025Q3: 22,728 shares 22,728 $811K 0.11% +7,554 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: 408,625 shares; 2024Q4: 387,344 shares; 2025Q1: 407,333 shares; 2025Q2: 12,622 shares; 2025Q3: 15,911 shares 15,911 $807K 0.11% +3,289 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 11,605 shares; 2025Q1: 13,198 shares; 2025Q2: 15,115 shares; 2025Q3: 15,753 shares 15,753 $794K 0.11% +638 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 7,108 shares; 2025Q1: 7,607 shares; 2025Q2: 8,011 shares; 2025Q3: 8,037 shares 8,037 $793K 0.11% +26 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: 3,056 shares; 2024Q4: 3,806 shares; 2025Q1: 4,322 shares; 2025Q2: 4,145 shares; 2025Q3: 4,194 shares 4,194 $788K 0.11% +49 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,420 shares; 2025Q2: 8,281 shares; 2025Q3: 5,954 shares 5,954 $788K 0.11% -2,327 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 10,581 shares; 2025Q1: 11,136 shares; 2025Q2: 10,746 shares; 2025Q3: 10,787 shares 10,787 $787K 0.11% +41 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: 30,093 shares; 2024Q4: 42,039 shares; 2025Q1: 48,798 shares; 2025Q2: 49,951 shares; 2025Q3: 49,343 shares 49,343 $787K 0.11% -608 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: 4,375 shares; 2024Q4: 5,117 shares; 2025Q1: 4,622 shares; 2025Q2: 5,185 shares; 2025Q3: 6,130 shares 6,130 $786K 0.11% +945 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 5,426 shares; 2025Q1: 6,429 shares; 2025Q2: 7,943 shares; 2025Q3: 9,193 shares 9,193 $780K 0.11% +1,250 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,401 shares; 2025Q1: 3,668 shares; 2025Q2: 2,708 shares; 2025Q3: 2,780 shares 2,780 $776K 0.11% +72 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 9,588 shares; 2025Q1: 8,232 shares; 2025Q2: 8,470 shares; 2025Q3: 10,071 shares 10,071 $773K 0.11% +1,601 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: 5,402 shares; 2024Q4: 6,480 shares; 2025Q1: 6,781 shares; 2025Q2: 7,717 shares; 2025Q3: 11,338 shares 11,338 $769K 0.11% +3,621 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,463 shares; 2025Q1: 3,575 shares; 2025Q2: 3,493 shares; 2025Q3: 4,218 shares 4,218 $747K 0.1% +725 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 3,521 shares; 2025Q2: 3,828 shares; 2025Q3: 2,648 shares 2,648 $730K 0.1% -1,180 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: 26,321 shares; 2024Q4: 26,974 shares; 2025Q1: 27,335 shares; 2025Q2: 20,019 shares; 2025Q3: 20,406 shares 20,406 $725K 0.1% +387 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,451 shares; 2025Q1: 2,398 shares; 2025Q2: 2,489 shares; 2025Q3: 2,500 shares 2,500 $716K 0.1% +11 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: 688 shares; 2025Q3: 991 shares 991 $712K 0.1% +303 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: 9,852 shares; 2024Q4: 11,358 shares; 2025Q1: 12,026 shares; 2025Q2: 11,354 shares; 2025Q3: 11,659 shares 11,659 $709K 0.1% +305 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: 599 shares; 2025Q1: 1,835 shares; 2025Q2: 1,860 shares; 2025Q3: 1,639 shares 1,639 $697K 0.1% -221 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,920 shares; 2025Q1: 8,183 shares; 2025Q2: 8,918 shares; 2025Q3: 8,314 shares 8,314 $697K 0.1% -604 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 13,556 shares; 2025Q1: 13,062 shares; 2025Q2: 12,265 shares; 2025Q3: 8,472 shares 8,472 $682K 0.09% -3,793 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,459 shares; 2025Q3: 5,080 shares 5,080 $680K 0.09% +621 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: 18,059 shares; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: not reported; 2025Q3: 7,546 shares 7,546 $674K 0.09% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,733 shares; 2025Q1: 8,120 shares; 2025Q2: 10,155 shares; 2025Q3: 10,000 shares 10,000 $669K 0.09% -155 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 3,112 shares 3,112 $668K 0.09% +933 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,291 shares; 2025Q1: 3,808 shares; 2025Q2: 15,004 shares; 2025Q3: 13,589 shares 13,589 $666K 0.09% -1,415 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,095 shares; 2025Q1: 3,298 shares; 2025Q2: 2,513 shares; 2025Q3: 2,535 shares 2,535 $665K 0.09% +22 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 1,741 shares; 2025Q2: 1,752 shares; 2025Q3: 2,110 shares 2,110 $664K 0.09% +358 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,227 shares; 2025Q1: 2,319 shares; 2025Q2: 2,277 shares; 2025Q3: 3,978 shares 3,978 $659K 0.09% +1,701 Timeline USHY 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: 19,520 shares; 2024Q4: 18,853 shares; 2025Q1: 17,190 shares; 2025Q2: 18,980 shares; 2025Q3: 17,442 shares 17,442 $659K 0.09% -1,538 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,780 shares; 2025Q3: 4,610 shares 4,610 $633K 0.09% +830 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 10,069 shares; 2025Q1: 10,605 shares; 2025Q2: 10,985 shares; 2025Q3: 11,056 shares 11,056 $629K 0.09% +71 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,078 shares; 2025Q1: 2,288 shares; 2025Q2: 2,149 shares; 2025Q3: 2,449 shares 2,449 $620K 0.09% +300 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: 9,123 shares; 2024Q4: 9,317 shares; 2025Q1: 10,645 shares; 2025Q2: 9,985 shares; 2025Q3: 8,432 shares 8,432 $618K 0.09% -1,553 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 3,679 shares; 2025Q1: 4,142 shares; 2025Q2: 4,177 shares; 2025Q3: 5,008 shares 5,008 $614K 0.09% +831 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 14,716 shares; 2025Q1: 11,003 shares; 2025Q2: 10,796 shares; 2025Q3: 6,427 shares 6,427 $601K 0.08% -4,369 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: 7,793 shares; 2025Q1: 8,414 shares; 2025Q2: 8,015 shares; 2025Q3: 9,753 shares 9,753 $599K 0.08% +1,738 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 6,038 shares; 2025Q1: 6,561 shares; 2025Q2: 6,440 shares; 2025Q3: 6,685 shares 6,685 $593K 0.08% +245 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,663 shares; 2025Q1: 22,659 shares; 2025Q2: 21,363 shares; 2025Q3: 14,254 shares 14,254 $584K 0.08% -7,109 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: 2,424 shares; 2024Q4: 2,842 shares; 2025Q1: 3,106 shares; 2025Q2: 3,254 shares; 2025Q3: 3,828 shares 3,828 $582K 0.08% +574 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS 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: 3,434 shares; 2025Q3: 4,172 shares 4,172 $579K 0.08% +738 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: 11,554 shares; 2024Q4: 11,710 shares; 2025Q1: 12,035 shares; 2025Q2: 15,778 shares; 2025Q3: 11,884 shares 11,884 $568K 0.08% -3,894 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 3,841 shares 3,841 $560K 0.08% +556 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,553 shares; 2025Q1: 1,320 shares; 2025Q2: 1,131 shares; 2025Q3: 1,161 shares 1,161 $557K 0.08% +30 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 6,094 shares; 2025Q1: 5,416 shares; 2025Q2: 5,903 shares; 2025Q3: 6,346 shares 6,346 $555K 0.08% +443 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 903 shares; 2025Q1: 1,063 shares; 2025Q2: 1,090 shares; 2025Q3: 1,075 shares 1,075 $553K 0.08% -15 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: 568 shares; 2024Q4: 584 shares; 2025Q1: 693 shares; 2025Q2: 1,048 shares; 2025Q3: 1,205 shares 1,205 $551K 0.08% +157 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: 599 shares; 2024Q4: 614 shares; 2025Q1: 679 shares; 2025Q2: 709 shares; 2025Q3: 709 shares 709 $538K 0.07% 0 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: 27,913 shares; 2024Q4: 23,756 shares; 2025Q1: 11,528 shares; 2025Q2: 11,451 shares; 2025Q3: 11,731 shares 11,731 $538K 0.07% +280 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 3,955 shares; 2025Q1: 2,253 shares; 2025Q2: 2,696 shares; 2025Q3: 2,746 shares 2,746 $537K 0.07% +50 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: 789 shares; 2024Q4: 773 shares; 2025Q1: 901 shares; 2025Q2: 1,084 shares; 2025Q3: 1,119 shares 1,119 $532K 0.07% +35 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: not reported; 2024Q4: not reported; 2025Q1: 1,078 shares; 2025Q2: 1,154 shares; 2025Q3: 1,758 shares 1,758 $529K 0.07% +604 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: 11,782 shares; 2024Q4: 20,442 shares; 2025Q1: 20,893 shares; 2025Q2: 22,608 shares; 2025Q3: 22,645 shares 22,645 $527K 0.07% +37 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: 13,909 shares; 2024Q4: 13,284 shares; 2025Q1: 14,438 shares; 2025Q2: 6,578 shares; 2025Q3: 7,474 shares 7,474 $521K 0.07% +896 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: 1,449 shares; 2024Q4: 1,438 shares; 2025Q1: 1,479 shares; 2025Q2: 2,433 shares; 2025Q3: 2,432 shares 2,432 $517K 0.07% -1 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: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 394 shares; 2025Q3: 475 shares 475 $512K 0.07% +81 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: 853 shares; 2024Q4: 863 shares; 2025Q1: 931 shares; 2025Q2: 1,064 shares; 2025Q3: 1,047 shares 1,047 $510K 0.07% -17 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 829 shares; 2025Q1: 939 shares; 2025Q2: 1,242 shares; 2025Q3: 1,310 shares 1,310 $508K 0.07% +68 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,637 shares; 2025Q1: 4,957 shares; 2025Q2: 5,172 shares; 2025Q3: 5,255 shares 5,255 $501K 0.07% +83 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,395 shares; 2025Q1: 4,400 shares; 2025Q2: 4,283 shares; 2025Q3: 4,028 shares 4,028 $501K 0.07% -255 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 1,795 shares; 2025Q2: 1,446 shares; 2025Q3: 1,552 shares 1,552 $500K 0.07% +106 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: 84 shares; 2024Q4: 74 shares; 2025Q1: 73 shares; 2025Q2: 91 shares; 2025Q3: 92 shares 92 $497K 0.07% +1 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,727 shares; 2025Q1: 1,864 shares; 2025Q2: 1,817 shares; 2025Q3: 2,171 shares 2,171 $491K 0.07% +354 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,900 shares; 2025Q1: 5,036 shares; 2025Q2: 5,032 shares; 2025Q3: 5,196 shares 5,196 $485K 0.07% +164 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,971 shares; 2025Q1: 2,128 shares; 2025Q2: 2,209 shares; 2025Q3: 2,419 shares 2,419 $483K 0.07% +210 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,589 shares; 2025Q2: 1,893 shares; 2025Q3: 1,960 shares 1,960 $483K 0.07% +67 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: 1,852 shares; 2024Q4: 1,977 shares; 2025Q1: 2,173 shares; 2025Q2: 2,117 shares; 2025Q3: 2,019 shares 2,019 $481K 0.07% -98 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: 9,630 shares; 2024Q4: 6,552 shares; 2025Q1: 6,043 shares; 2025Q2: 1,636 shares; 2025Q3: 1,387 shares 1,387 $479K 0.07% -249 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: 4,698 shares; 2024Q4: 5,328 shares; 2025Q1: 5,890 shares; 2025Q2: 6,374 shares; 2025Q3: 7,139 shares 7,139 $479K 0.07% +765 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: 3,904 shares; 2025Q2: 6,543 shares; 2025Q3: 7,112 shares 7,112 $477K 0.07% +569 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,479 shares; 2024Q4: 14,819 shares; 2025Q1: 20,191 shares; 2025Q2: 31,243 shares; 2025Q3: 25,876 shares 25,876 $477K 0.07% -5,367 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 6,599 shares; 2025Q1: 6,449 shares; 2025Q2: 5,921 shares; 2025Q3: 4,571 shares 4,571 $476K 0.07% -1,350 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,908 shares; 2025Q1: 6,582 shares; 2025Q2: 6,728 shares; 2025Q3: 3,551 shares 3,551 $470K 0.07% -3,177 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,174 shares; 2025Q1: 2,079 shares; 2025Q2: 1,967 shares; 2025Q3: 4,693 shares 4,693 $470K 0.07% +2,726 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: 4,100 shares; 2024Q4: 4,526 shares; 2025Q1: 5,122 shares; 2025Q2: 5,575 shares; 2025Q3: 6,481 shares 6,481 $468K 0.07% +906 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,576 shares; 2025Q1: 2,718 shares; 2025Q2: 2,809 shares; 2025Q3: 2,738 shares 2,738 $468K 0.06% -71 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,893 shares; 2025Q1: 10,989 shares; 2025Q2: 11,113 shares; 2025Q3: 6,771 shares 6,771 $464K 0.06% -4,342 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 8,079 shares; 2025Q1: 8,464 shares; 2025Q2: 6,692 shares; 2025Q3: 4,929 shares 4,929 $462K 0.06% -1,763 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: 8,369 shares; 2025Q1: 8,039 shares; 2025Q2: 8,776 shares; 2025Q3: 6,189 shares 6,189 $461K 0.06% -2,587 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,938 shares; 2025Q1: 2,927 shares; 2025Q2: 2,935 shares; 2025Q3: 2,918 shares 2,918 $460K 0.06% -17 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,880 shares; 2025Q1: 2,094 shares; 2025Q2: 2,114 shares; 2025Q3: 1,822 shares 1,822 $458K 0.06% -292 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,203 shares; 2024Q4: 13,340 shares; 2025Q1: 11,017 shares; 2025Q2: 9,114 shares; 2025Q3: 8,844 shares 8,844 $455K 0.06% -270 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: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 1,024 shares; 2025Q3: 1,073 shares 1,073 $453K 0.06% +49 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,412 shares; 2025Q1: 5,076 shares; 2025Q2: 5,084 shares; 2025Q3: 4,769 shares 4,769 $449K 0.06% -315 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: 1,812 shares; 2024Q4: 2,118 shares; 2025Q1: 2,276 shares; 2025Q2: 2,306 shares; 2025Q3: 2,235 shares 2,235 $448K 0.06% -71 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,523 shares; 2025Q2: 5,853 shares; 2025Q3: 6,758 shares 6,758 $446K 0.06% +905 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,301 shares; 2025Q2: 32,177 shares; 2025Q3: 31,247 shares 31,247 $442K 0.06% -930 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,868 shares; 2025Q1: 2,971 shares; 2025Q2: 2,535 shares; 2025Q3: 2,490 shares 2,490 $442K 0.06% -45 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: 5,940 shares; 2025Q1: 6,418 shares; 2025Q2: 6,342 shares; 2025Q3: 8,355 shares 8,355 $441K 0.06% +2,013 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 3,080 shares 3,080 $438K 0.06% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,301 shares; 2025Q1: 1,943 shares; 2025Q2: 2,026 shares; 2025Q3: 2,150 shares 2,150 $436K 0.06% +124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares 1,051 $436K 0.06% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 4,253 shares; 2025Q1: 4,870 shares; 2025Q2: 4,841 shares; 2025Q3: 5,921 shares 5,921 $434K 0.06% +1,080 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,652 shares; 2025Q1: 1,819 shares; 2025Q2: 1,756 shares; 2025Q3: 2,085 shares 2,085 $433K 0.06% +329 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: 857 shares; 2024Q4: 1,666 shares; 2025Q1: 1,841 shares; 2025Q2: 1,939 shares; 2025Q3: 2,118 shares 2,118 $431K 0.06% +179 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: 491 shares; 2024Q4: 494 shares; 2025Q1: 493 shares; 2025Q2: 567 shares; 2025Q3: 583 shares 583 $430K 0.06% +16 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,503 shares; 2025Q1: 1,675 shares; 2025Q2: 1,666 shares; 2025Q3: 1,673 shares 1,673 $429K 0.06% +7 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,432 shares; 2025Q1: 2,552 shares; 2025Q2: 2,686 shares; 2025Q3: 2,949 shares 2,949 $426K 0.06% +263 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,053 shares; 2025Q3: 3,580 shares 3,580 $426K 0.06% +527 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,567 shares; 2025Q1: 3,873 shares; 2025Q2: 3,717 shares; 2025Q3: 5,570 shares 5,570 $425K 0.06% +1,853 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: 2,989 shares; 2024Q4: 3,273 shares; 2025Q1: 3,542 shares; 2025Q2: 3,644 shares; 2025Q3: 3,840 shares 3,840 $425K 0.06% +196 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,755 shares 3,755 $425K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,874 shares; 2025Q1: 1,525 shares; 2025Q2: 2,118 shares; 2025Q3: 2,112 shares 2,112 $424K 0.06% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,447 shares 40,447 $424K 0.06% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 750 shares; 2025Q1: 879 shares; 2025Q2: 871 shares; 2025Q3: 977 shares 977 $422K 0.06% +106 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: 1,238 shares; 2024Q4: 1,363 shares; 2025Q1: 1,616 shares; 2025Q2: 1,627 shares; 2025Q3: 1,704 shares 1,704 $422K 0.06% +77 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL 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: 2,430 shares; 2025Q3: 2,999 shares 2,999 $421K 0.06% +569 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 6,022 shares; 2025Q1: 6,143 shares; 2025Q2: 6,411 shares; 2025Q3: 6,226 shares 6,226 $421K 0.06% -185 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: 239 shares; 2024Q4: 154 shares; 2025Q1: 171 shares; 2025Q2: 319 shares; 2025Q3: 280 shares 280 $419K 0.06% -39 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT 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: 3,767 shares; 2025Q2: 3,775 shares; 2025Q3: 4,461 shares 4,461 $419K 0.06% +686 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: 602 shares; 2024Q4: 675 shares; 2025Q1: 747 shares; 2025Q2: 753 shares; 2025Q3: 854 shares 854 $414K 0.06% +101 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: 1,307 shares; 2024Q4: 2,056 shares; 2025Q1: 1,517 shares; 2025Q2: 2,006 shares; 2025Q3: 1,956 shares 1,956 $412K 0.06% -50 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: 2,495 shares; 2024Q4: 2,337 shares; 2025Q1: 2,469 shares; 2025Q2: 2,372 shares; 2025Q3: 2,310 shares 2,310 $399K 0.06% -62 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 3,125 shares; 2025Q1: 3,396 shares; 2025Q2: 3,330 shares; 2025Q3: 3,835 shares 3,835 $396K 0.05% +505 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: 722 shares; 2025Q3: 808 shares 808 $396K 0.05% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,331 shares 2,331 $395K 0.05% new 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: 879 shares; 2024Q4: 1,009 shares; 2025Q1: 1,118 shares; 2025Q2: 1,116 shares; 2025Q3: 1,274 shares 1,274 $393K 0.05% +158 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,265 shares; 2025Q1: 4,978 shares; 2025Q2: 2,410 shares; 2025Q3: 2,627 shares 2,627 $391K 0.05% +217 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: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,078 shares; 2025Q2: 989 shares; 2025Q3: 914 shares 914 $386K 0.05% -75 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 935 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,143 shares 1,143 $386K 0.05% -57 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,383 shares 2,383 $386K 0.05% +226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 402 shares 402 $384K 0.05% +2 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,441 shares; 2025Q1: 10,019 shares; 2025Q2: 10,380 shares; 2025Q3: 11,833 shares 11,833 $382K 0.05% +1,453 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 3,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,114 shares 5,114 $381K 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 4,262 shares; 2025Q1: 5,156 shares; 2025Q2: 1,467 shares; 2025Q3: 2,033 shares 2,033 $380K 0.05% +566 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 10,682 shares 10,682 $377K 0.05% new Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,441 shares; 2024Q4: 20,483 shares; 2025Q1: 20,795 shares; 2025Q2: 23,124 shares; 2025Q3: 14,518 shares 14,518 $376K 0.05% -8,606 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: 949 shares; 2024Q4: 999 shares; 2025Q1: 993 shares; 2025Q2: 972 shares; 2025Q3: 1,085 shares 1,085 $376K 0.05% +113 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 783 shares; 2025Q1: 846 shares; 2025Q2: 1,024 shares; 2025Q3: 957 shares 957 $374K 0.05% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 602 shares 602 $370K 0.05% +74 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 11,995 shares; 2025Q3: 11,472 shares 11,472 $369K 0.05% -523 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,226 shares; 2025Q1: 6,160 shares; 2025Q2: 5,366 shares; 2025Q3: 6,036 shares 6,036 $368K 0.05% +670 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,129 shares; 2025Q1: 2,160 shares; 2025Q2: 2,094 shares; 2025Q3: 1,992 shares 1,992 $367K 0.05% -102 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares 2,514 $366K 0.05% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,057 shares; 2025Q3: 1,132 shares 1,132 $365K 0.05% +75 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 15,648 shares; 2025Q1: 15,648 shares; 2025Q2: 15,510 shares; 2025Q3: 15,444 shares 15,444 $362K 0.05% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 968 shares 968 $362K 0.05% +322 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,763 shares; 2025Q1: 3,666 shares; 2025Q2: 4,505 shares; 2025Q3: 3,319 shares 3,319 $359K 0.05% -1,186 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 2,087 shares; 2025Q1: 2,764 shares; 2025Q2: 2,845 shares; 2025Q3: 2,816 shares 2,816 $355K 0.05% -29 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,604 shares; 2025Q1: 3,002 shares; 2025Q2: 3,217 shares; 2025Q3: 3,718 shares 3,718 $353K 0.05% +501 Timeline LQD 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: 5,834 shares; 2024Q4: 4,478 shares; 2025Q1: 3,985 shares; 2025Q2: 3,678 shares; 2025Q3: 3,160 shares 3,160 $352K 0.05% -518 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: 2,571 shares; 2024Q4: 2,421 shares; 2025Q1: 2,366 shares; 2025Q2: 2,436 shares; 2025Q3: 2,442 shares 2,442 $349K 0.05% +6 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: 1,314 shares; 2025Q1: 1,424 shares; 2025Q2: 1,534 shares; 2025Q3: 1,628 shares 1,628 $349K 0.05% +94 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,285 shares; 2025Q1: 3,616 shares; 2025Q2: 3,540 shares; 2025Q3: 4,191 shares 4,191 $349K 0.05% +651 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 2,416 shares; 2025Q1: 1,623 shares; 2025Q2: 1,816 shares; 2025Q3: 1,979 shares 1,979 $346K 0.05% +163 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,800 shares; 2025Q1: 1,998 shares; 2025Q2: 1,984 shares; 2025Q3: 2,292 shares 2,292 $344K 0.05% +308 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares 751 $342K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815 shares; 2025Q3: 2,675 shares 2,675 $340K 0.05% -140 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,697 shares; 2025Q1: 2,828 shares; 2025Q2: 2,225 shares; 2025Q3: 2,229 shares 2,229 $340K 0.05% +4 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,990 shares; 2025Q2: 2,609 shares; 2025Q3: 2,519 shares 2,519 $340K 0.05% -90 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,570 shares; 2025Q1: 2,938 shares; 2025Q2: 2,432 shares; 2025Q3: 2,408 shares 2,408 $339K 0.05% -24 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: 1,478 shares; 2024Q4: 1,611 shares; 2025Q1: 1,173 shares; 2025Q2: 1,306 shares; 2025Q3: 1,200 shares 1,200 $339K 0.05% -106 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,010 shares; 2024Q4: 19,198 shares; 2025Q1: 18,670 shares; 2025Q2: 23,628 shares; 2025Q3: 15,775 shares 15,775 $336K 0.05% -7,853 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: 3,204 shares; 2024Q4: 5,256 shares; 2025Q1: 2,407 shares; 2025Q2: 3,365 shares; 2025Q3: 3,081 shares 3,081 $335K 0.05% -284 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 4,048 shares; 2025Q1: 3,536 shares; 2025Q2: 6,316 shares; 2025Q3: 3,946 shares 3,946 $335K 0.05% -2,370 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 1,697 shares; 2025Q3: 1,833 shares 1,833 $335K 0.05% +136 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: 8,005 shares; 2024Q4: 6,114 shares; 2025Q1: 5,413 shares; 2025Q2: not reported; 2025Q3: 4,104 shares 4,104 $333K 0.05% new Timeline CLOI 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: 4,486 shares; 2025Q2: 5,682 shares; 2025Q3: 6,248 shares 6,248 $332K 0.05% +566 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,311 shares; 2024Q4: 42,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,715 shares 4,715 $331K 0.05% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 6,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,654 shares 3,654 $331K 0.05% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,682 shares 1,682 $330K 0.05% +117 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: 2,418 shares; 2025Q3: 2,288 shares 2,288 $326K 0.05% -130 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,463 shares 2,463 $325K 0.05% +179 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: 788 shares; 2024Q4: 931 shares; 2025Q1: 1,162 shares; 2025Q2: 1,256 shares; 2025Q3: 1,049 shares 1,049 $325K 0.05% -207 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 639 shares; 2025Q3: 1,670 shares 1,670 $323K 0.04% +1,031 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: 595 shares; 2024Q4: 682 shares; 2025Q1: 789 shares; 2025Q2: 892 shares; 2025Q3: 870 shares 870 $322K 0.04% -22 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: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 2,735 shares; 2025Q3: 2,977 shares 2,977 $321K 0.04% +242 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,289 shares; 2025Q1: 3,815 shares; 2025Q2: 3,467 shares; 2025Q3: 4,159 shares 4,159 $320K 0.04% +692 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: 6,918 shares; 2024Q4: 5,234 shares; 2025Q1: 4,645 shares; 2025Q2: not reported; 2025Q3: 3,354 shares 3,354 $319K 0.04% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,752 shares; 2025Q1: 2,058 shares; 2025Q2: 2,024 shares; 2025Q3: 2,004 shares 2,004 $319K 0.04% -20 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: 8,731 shares; 2024Q4: 8,773 shares; 2025Q1: 9,014 shares; 2025Q2: 9,340 shares; 2025Q3: 9,317 shares 9,317 $318K 0.04% -23 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 1,146 shares; 2025Q2: 1,295 shares; 2025Q3: 1,119 shares 1,119 $316K 0.04% -176 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,213 shares; 2025Q1: 1,173 shares; 2025Q2: 1,147 shares; 2025Q3: 1,301 shares 1,301 $316K 0.04% +154 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,617 shares; 2024Q4: 13,817 shares; 2025Q1: 14,139 shares; 2025Q2: 14,148 shares; 2025Q3: 14,495 shares 14,495 $312K 0.04% +347 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 10,897 shares; 2025Q1: 9,375 shares; 2025Q2: 7,753 shares; 2025Q3: 6,200 shares 6,200 $310K 0.04% -1,553 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: 933 shares; 2024Q4: 1,043 shares; 2025Q1: 1,111 shares; 2025Q2: 946 shares; 2025Q3: 932 shares 932 $310K 0.04% -14 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,261 shares; 2025Q1: 1,314 shares; 2025Q2: 1,360 shares; 2025Q3: 1,506 shares 1,506 $309K 0.04% +146 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: 36,132 shares; 2024Q4: 36,691 shares; 2025Q1: 36,069 shares; 2025Q2: 37,425 shares; 2025Q3: 15,925 shares 15,925 $307K 0.04% -21,500 Timeline BILS 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: 3,948 shares; 2024Q4: 3,418 shares; 2025Q1: 3,327 shares; 2025Q2: 3,259 shares; 2025Q3: 3,075 shares 3,075 $306K 0.04% -184 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,275 shares; 2025Q3: 5,042 shares 5,042 $305K 0.04% +767 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares 4,275 $303K 0.04% new Timeline VGIT 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: 5,014 shares 5,014 $301K 0.04% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,811 shares 4,811 $299K 0.04% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,202 shares 2,202 $294K 0.04% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE 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: 3,013 shares; 2025Q1: 3,530 shares; 2025Q2: 4,170 shares; 2025Q3: 4,002 shares 4,002 $292K 0.04% -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: 690 shares; 2024Q4: 675 shares; 2025Q1: 670 shares; 2025Q2: 583 shares; 2025Q3: 592 shares 592 $291K 0.04% +9 Timeline RRC RANGE RES CORP More: the full row for RANGE 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: 6,518 shares; 2025Q1: 7,339 shares; 2025Q2: 7,301 shares; 2025Q3: 7,706 shares 7,706 $290K 0.04% +405 Timeline IDEV 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: 3,618 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 3,618 shares 3,618 $290K 0.04% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 803 shares; 2025Q1: 842 shares; 2025Q2: 1,005 shares; 2025Q3: 972 shares 972 $290K 0.04% -33 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,051 shares; 2025Q1: 3,061 shares; 2025Q2: 3,064 shares; 2025Q3: 2,900 shares 2,900 $290K 0.04% -164 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: 2,230 shares; 2025Q2: 1,583 shares; 2025Q3: 1,687 shares 1,687 $287K 0.04% +104 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 6,441 shares; 2025Q1: 6,417 shares; 2025Q2: 6,359 shares; 2025Q3: 5,926 shares 5,926 $287K 0.04% -433 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,675 shares; 2025Q2: 9,710 shares; 2025Q3: 15,887 shares 15,887 $286K 0.04% +6,177 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: not reported; 2024Q4: 460 shares; 2025Q1: 476 shares; 2025Q2: 593 shares; 2025Q3: 624 shares 624 $285K 0.04% +31 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 1,172 shares; 2025Q2: 1,134 shares; 2025Q3: 1,207 shares 1,207 $285K 0.04% +73 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 863 shares 863 $284K 0.04% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 751 shares; 2025Q2: 763 shares; 2025Q3: 874 shares 874 $281K 0.04% +111 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: 1,733 shares; 2024Q4: 1,777 shares; 2025Q1: 1,910 shares; 2025Q2: 1,958 shares; 2025Q3: 2,033 shares 2,033 $277K 0.04% +75 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: 2,595 shares; 2025Q1: 2,916 shares; 2025Q2: 2,954 shares; 2025Q3: 3,164 shares 3,164 $274K 0.04% +210 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,955 shares; 2025Q1: 6,546 shares; 2025Q2: 7,346 shares; 2025Q3: 8,688 shares 8,688 $273K 0.04% +1,342 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 780 shares; 2025Q2: 767 shares; 2025Q3: 391 shares 391 $273K 0.04% -376 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares 1,631 $273K 0.04% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 6,190 shares 6,190 $273K 0.04% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,834 shares; 2025Q1: not reported; 2025Q2: 3,954 shares; 2025Q3: 3,821 shares 3,821 $273K 0.04% -133 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331 shares; 2025Q3: 342 shares 342 $272K 0.04% +11 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 5,784 shares; 2025Q1: 5,368 shares; 2025Q2: 5,556 shares; 2025Q3: 6,408 shares 6,408 $271K 0.04% +852 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: not reported; 2024Q4: 972 shares; 2025Q1: 1,074 shares; 2025Q2: 1,180 shares; 2025Q3: 1,130 shares 1,130 $270K 0.04% -50 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: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,031 shares; 2025Q3: 967 shares 967 $270K 0.04% -64 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,595 shares; 2025Q1: 2,680 shares; 2025Q2: 2,547 shares; 2025Q3: 2,396 shares 2,396 $269K 0.04% -151 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,534 shares; 2024Q4: 3,378 shares; 2025Q1: 3,756 shares; 2025Q2: 2,817 shares; 2025Q3: 2,901 shares 2,901 $268K 0.04% +84 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 7,172 shares; 2025Q1: 8,000 shares; 2025Q2: 7,933 shares; 2025Q3: 4,295 shares 4,295 $268K 0.04% -3,638 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 721 shares; 2025Q1: 538 shares; 2025Q2: 526 shares; 2025Q3: 505 shares 505 $267K 0.04% -21 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: 843 shares; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 935 shares; 2025Q3: 975 shares 975 $267K 0.04% +40 Timeline MTUM 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: 1,084 shares; 2025Q3: 1,037 shares 1,037 $266K 0.04% -47 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 476 shares; 2025Q1: 532 shares; 2025Q2: 546 shares; 2025Q3: 508 shares 508 $266K 0.04% -38 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,310 shares; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,542 shares 1,542 $263K 0.04% +50 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 955 shares; 2025Q1: 939 shares; 2025Q2: 956 shares; 2025Q3: 938 shares 938 $263K 0.04% -18 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,701 shares 1,701 $262K 0.04% new Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 3,247 shares; 2025Q1: 3,531 shares; 2025Q2: 3,547 shares; 2025Q3: 3,987 shares 3,987 $262K 0.04% +440 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,794 shares; 2025Q2: 1,831 shares; 2025Q3: 1,264 shares 1,264 $262K 0.04% -567 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,847 shares; 2025Q2: 3,118 shares; 2025Q3: 3,238 shares 3,238 $261K 0.04% +120 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 6,152 shares; 2025Q2: 4,899 shares; 2025Q3: 4,497 shares 4,497 $259K 0.04% -402 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,409 shares; 2025Q1: 1,499 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares 1,381 $258K 0.04% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,291 shares; 2025Q3: 3,136 shares 3,136 $257K 0.04% -155 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,689 shares; 2025Q1: 17,625 shares; 2025Q2: 17,797 shares; 2025Q3: 15,849 shares 15,849 $254K 0.04% -1,948 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: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 402 shares 402 $253K 0.04% +20 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,179 shares; 2025Q3: 9,775 shares 9,775 $252K 0.03% -404 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,297 shares; 2025Q2: 3,845 shares; 2025Q3: 4,193 shares 4,193 $250K 0.03% +348 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,883 shares; 2025Q3: 1,777 shares 1,777 $250K 0.03% -106 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,349 shares; 2025Q1: 2,667 shares; 2025Q2: 2,699 shares; 2025Q3: 2,611 shares 2,611 $247K 0.03% -88 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE 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: 1,324 shares; 2025Q3: 1,293 shares 1,293 $246K 0.03% -31 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,339 shares 7,339 $244K 0.03% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares 987 $243K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,431 shares 1,431 $241K 0.03% +186 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,872 shares; 2025Q1: 1,696 shares; 2025Q2: 1,919 shares; 2025Q3: 1,754 shares 1,754 $240K 0.03% -165 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: not reported; 2025Q1: not reported; 2025Q2: 4,179 shares; 2025Q3: 4,449 shares 4,449 $240K 0.03% +270 Timeline TOST TOAST INC More: the full row for TOAST 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: 6,462 shares 6,462 $236K 0.03% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: 559 shares 559 $234K 0.03% new Timeline MOAT 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: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares 2,363 $234K 0.03% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 1,673 shares; 2025Q3: 1,629 shares 1,629 $234K 0.03% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,309 shares 4,309 $233K 0.03% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 1,180 shares; 2025Q2: 1,060 shares; 2025Q3: 668 shares 668 $231K 0.03% -392 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,773 shares; 2025Q1: 3,074 shares; 2025Q2: 3,076 shares; 2025Q3: 1,291 shares 1,291 $231K 0.03% -1,785 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,439 shares 5,439 $230K 0.03% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,865 shares 2,865 $229K 0.03% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,537 shares; 2025Q2: 1,468 shares; 2025Q3: 1,372 shares 1,372 $228K 0.03% -96 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,614 shares; 2025Q3: 6,415 shares 6,415 $228K 0.03% -199 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA 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: 9,545 shares; 2025Q1: 11,160 shares; 2025Q2: 11,104 shares; 2025Q3: 9,596 shares 9,596 $227K 0.03% -1,508 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,433 shares 3,433 $226K 0.03% new 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: 1,086 shares; 2024Q4: 1,144 shares; 2025Q1: 1,234 shares; 2025Q2: 981 shares; 2025Q3: 974 shares 974 $221K 0.03% -7 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares 189 $220K 0.03% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,466 shares; 2025Q1: 1,564 shares; 2025Q2: 1,617 shares; 2025Q3: 1,479 shares 1,479 $220K 0.03% -138 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 1,121 shares; 2025Q1: 1,263 shares; 2025Q2: 1,280 shares; 2025Q3: 1,340 shares 1,340 $217K 0.03% +60 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 941 shares; 2025Q3: 957 shares 957 $216K 0.03% +16 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,611 shares; 2025Q1: 1,735 shares; 2025Q2: 1,873 shares; 2025Q3: 1,674 shares 1,674 $216K 0.03% -199 Timeline ATRC ATRICURE INC More: the full row for ATRICURE 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: 6,497 shares; 2025Q3: 6,093 shares 6,093 $215K 0.03% -404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 50 shares 50 $215K 0.03% -5 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: not reported; 2024Q4: 7,425 shares; 2025Q1: not reported; 2025Q2: 7,336 shares; 2025Q3: 7,549 shares 7,549 $214K 0.03% +213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares 2,824 $213K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,135 shares 3,135 $211K 0.03% new Timeline APG API GROUP CORP More: the full row for API GROUP 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: 4,418 shares; 2025Q3: 6,056 shares 6,056 $208K 0.03% +1,638 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 6,033 shares; 2025Q1: 6,575 shares; 2025Q2: 8,051 shares; 2025Q3: 5,291 shares 5,291 $207K 0.03% -2,760 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares 582 $207K 0.03% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,641 shares; 2025Q1: 5,885 shares; 2025Q2: 4,668 shares; 2025Q3: 2,692 shares 2,692 $206K 0.03% -1,976 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 3,198 shares; 2025Q2: not reported; 2025Q3: 3,634 shares 3,634 $206K 0.03% new 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: 3,835 shares 3,835 $204K 0.03% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,199 shares; 2025Q1: 1,205 shares; 2025Q2: not reported; 2025Q3: 681 shares 681 $204K 0.03% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares 615 $202K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,301 shares; 2025Q3: 1,000 shares 1,000 $202K 0.03% -301 Timeline QXO QXO INC More: the full row for QXO 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: 10,978 shares; 2025Q3: 10,508 shares 10,508 $200K 0.03% -470 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,562 shares; 2024Q4: 19,225 shares; 2025Q1: 19,551 shares; 2025Q2: 19,810 shares; 2025Q3: 19,844 shares 19,844 $194K 0.03% +34 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: 13,161 shares; 2024Q4: 13,005 shares; 2025Q1: 13,932 shares; 2025Q2: 12,757 shares; 2025Q3: 14,218 shares 14,218 $170K 0.02% +1,461 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 13,457 shares; 2025Q1: 13,523 shares; 2025Q2: 13,238 shares; 2025Q3: 12,645 shares 12,645 $164K 0.02% -593 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 9,791 shares; 2025Q1: 10,673 shares; 2025Q2: 13,061 shares; 2025Q3: 12,727 shares 12,727 $159K 0.02% -334 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,976 shares; 2025Q1: 22,712 shares; 2025Q2: 28,495 shares; 2025Q3: 17,426 shares 17,426 $159K 0.02% -11,069 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ 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: 11,233 shares; 2025Q3: 10,580 shares 10,580 $129K 0.02% -653 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: 88,864 shares; 2024Q4: 94,052 shares; 2025Q1: 103,316 shares; 2025Q2: 12,894 shares; 2025Q3: 15,245 shares 15,245 $69.2K 0.01% +2,351 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,060 shares; 2025Q1: 10,060 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $49.2K 0.01% 0 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: 4,111 shares 4,111 $46.2K 0.01% new Timeline