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: 139,901 shares; 2024Q4: 141,272 shares; 2025Q1: 141,089 shares; 2025Q2: 140,274 shares; 2025Q3: 142,646 shares 142,646 $36.3M 4.67% +2,372 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,277 shares; 2024Q4: 118,373 shares; 2025Q1: 121,199 shares; 2025Q2: 117,859 shares; 2025Q3: 113,824 shares 113,824 $32.1M 4.13% -4,035 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: 52,381 shares; 2024Q4: 52,390 shares; 2025Q1: 51,511 shares; 2025Q2: 53,025 shares; 2025Q3: 54,105 shares 54,105 $28M 3.61% +1,080 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: 139,649 shares; 2024Q4: 139,334 shares; 2025Q1: 138,002 shares; 2025Q2: 141,422 shares; 2025Q3: 144,169 shares 144,169 $26.9M 3.46% +2,747 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: 240,704 shares; 2024Q4: 237,369 shares; 2025Q1: 220,711 shares; 2025Q2: 246,333 shares; 2025Q3: 256,193 shares 256,193 $13.8M 1.78% +9,860 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: 64,514 shares; 2024Q4: 66,126 shares; 2025Q1: 59,855 shares; 2025Q2: 60,104 shares; 2025Q3: 62,024 shares 62,024 $13.6M 1.75% +1,920 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,132 shares; 2024Q4: 136,989 shares; 2025Q1: 152,929 shares; 2025Q2: 180,568 shares; 2025Q3: 206,478 shares 206,478 $13.4M 1.73% +25,910 Timeline USIG 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: 208,184 shares; 2024Q4: 215,620 shares; 2025Q1: 212,570 shares; 2025Q2: 221,033 shares; 2025Q3: 233,401 shares 233,401 $12.2M 1.57% +12,368 Timeline DGRO 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: 158,749 shares; 2024Q4: 164,508 shares; 2025Q1: 167,836 shares; 2025Q2: 173,364 shares; 2025Q3: 172,838 shares 172,838 $11.8M 1.51% -526 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: 14,351 shares; 2024Q4: 14,337 shares; 2025Q1: 14,663 shares; 2025Q2: 15,256 shares; 2025Q3: 15,621 shares 15,621 $11.5M 1.48% +365 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,313 shares; 2024Q4: 53,621 shares; 2025Q1: 54,885 shares; 2025Q2: 57,598 shares; 2025Q3: 57,237 shares 57,237 $11.1M 1.43% -361 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,041 shares; 2024Q4: 45,551 shares; 2025Q1: 49,801 shares; 2025Q2: 48,500 shares; 2025Q3: 45,776 shares 45,776 $11M 1.41% -2,724 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: 33,103 shares; 2024Q4: 32,708 shares; 2025Q1: 32,763 shares; 2025Q2: 32,983 shares; 2025Q3: 33,187 shares 33,187 $10.9M 1.41% +204 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: 42,763 shares; 2024Q4: 46,084 shares; 2025Q1: 44,733 shares; 2025Q2: 43,633 shares; 2025Q3: 44,518 shares 44,518 $10.8M 1.39% +885 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,371 shares; 2024Q4: 90,133 shares; 2025Q1: 89,628 shares; 2025Q2: 89,809 shares; 2025Q3: 88,289 shares 88,289 $10.5M 1.34% -1,520 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,610 shares; 2024Q4: 102,587 shares; 2025Q1: 110,532 shares; 2025Q2: 113,984 shares; 2025Q3: 122,491 shares 122,491 $10.2M 1.31% +8,507 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: 110,848 shares; 2024Q4: 115,665 shares; 2025Q1: 118,970 shares; 2025Q2: 117,174 shares; 2025Q3: 122,424 shares 122,424 $9.81M 1.26% +5,250 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,006 shares; 2024Q4: 71,121 shares; 2025Q1: 66,099 shares; 2025Q2: 72,170 shares; 2025Q3: 69,375 shares 69,375 $9.65M 1.24% -2,795 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: 57,269 shares; 2024Q4: 57,937 shares; 2025Q1: 57,890 shares; 2025Q2: 58,630 shares; 2025Q3: 57,418 shares 57,418 $8.86M 1.14% -1,212 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,889 shares; 2024Q4: 63,055 shares; 2025Q1: 67,329 shares; 2025Q2: 70,931 shares; 2025Q3: 72,321 shares 72,321 $8.59M 1.11% +1,390 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: 77,569 shares; 2024Q4: 81,083 shares; 2025Q1: 88,790 shares; 2025Q2: 88,529 shares; 2025Q3: 88,902 shares 88,902 $8.58M 1.1% +373 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: 33,969 shares; 2024Q4: 36,700 shares; 2025Q1: 35,519 shares; 2025Q2: 34,354 shares; 2025Q3: 34,044 shares 34,044 $8.29M 1.07% -310 Timeline IEI 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: 58,778 shares; 2024Q4: 61,395 shares; 2025Q1: 66,434 shares; 2025Q2: 68,475 shares; 2025Q3: 68,805 shares 68,805 $8.22M 1.06% +330 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: 24,383 shares; 2024Q4: 24,569 shares; 2025Q1: 24,448 shares; 2025Q2: 25,508 shares; 2025Q3: 25,731 shares 25,731 $8.12M 1.04% +223 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: 16,297 shares; 2024Q4: 17,576 shares; 2025Q1: 15,521 shares; 2025Q2: 16,840 shares; 2025Q3: 17,442 shares 17,442 $7.76M 1% +602 Timeline TLH 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: 49,140 shares; 2024Q4: 52,303 shares; 2025Q1: 58,562 shares; 2025Q2: 61,743 shares; 2025Q3: 66,290 shares 66,290 $6.83M 0.88% +4,547 Timeline VMBS 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: 114,935 shares; 2024Q4: 120,253 shares; 2025Q1: 131,892 shares; 2025Q2: 135,955 shares; 2025Q3: 143,346 shares 143,346 $6.73M 0.87% +7,391 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,739 shares; 2024Q4: 119,575 shares; 2025Q1: 130,313 shares; 2025Q2: 135,838 shares; 2025Q3: 144,038 shares 144,038 $6.7M 0.86% +8,200 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,394 shares; 2024Q4: 173,457 shares; 2025Q1: 178,685 shares; 2025Q2: 176,637 shares; 2025Q3: 184,060 shares 184,060 $6.69M 0.86% +7,423 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,163 shares; 2024Q4: 84,542 shares; 2025Q1: 86,804 shares; 2025Q2: 89,293 shares; 2025Q3: 89,583 shares 89,583 $6.47M 0.83% +290 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,517 shares; 2024Q4: 138,632 shares; 2025Q1: 148,538 shares; 2025Q2: 149,617 shares; 2025Q3: 157,906 shares 157,906 $6.3M 0.81% +8,289 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: 6,810 shares; 2024Q4: 6,889 shares; 2025Q1: 6,756 shares; 2025Q2: 7,924 shares; 2025Q3: 7,961 shares 7,961 $5.33M 0.69% +37 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,049 shares; 2024Q4: 42,248 shares; 2025Q1: 47,502 shares; 2025Q2: 38,183 shares; 2025Q3: 49,812 shares 49,812 $5.3M 0.68% +11,629 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,056 shares; 2024Q4: 65,392 shares; 2025Q1: 63,825 shares; 2025Q2: 65,988 shares; 2025Q3: 66,272 shares 66,272 $5.19M 0.67% +284 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: 6,121 shares; 2024Q4: 6,065 shares; 2025Q1: 6,146 shares; 2025Q2: 6,067 shares; 2025Q3: 6,174 shares 6,174 $4.71M 0.61% +107 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: 8,489 shares; 2024Q4: 8,608 shares; 2025Q1: 8,948 shares; 2025Q2: 9,528 shares; 2025Q3: 9,119 shares 9,119 $4.58M 0.59% -409 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: 3,458 shares; 2024Q4: 3,427 shares; 2025Q1: 3,493 shares; 2025Q2: 3,583 shares; 2025Q3: 3,595 shares 3,595 $4.31M 0.55% +12 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: 3,374 shares; 2025Q1: 3,478 shares; 2025Q2: 3,582 shares; 2025Q3: 3,506 shares 3,506 $4.09M 0.53% -76 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: 25,118 shares; 2024Q4: 36,822 shares; 2025Q1: 34,951 shares; 2025Q2: 35,906 shares; 2025Q3: 35,802 shares 35,802 $4.04M 0.52% -104 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: 10,577 shares; 2024Q4: 10,688 shares; 2025Q1: 10,766 shares; 2025Q2: 11,196 shares; 2025Q3: 11,573 shares 11,573 $3.95M 0.51% +377 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,540 shares; 2024Q4: 77,432 shares; 2025Q1: 78,292 shares; 2025Q2: 79,551 shares; 2025Q3: 85,245 shares 85,245 $3.82M 0.49% +5,694 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,840 shares; 2024Q4: 34,645 shares; 2025Q1: 34,759 shares; 2025Q2: 35,611 shares; 2025Q3: 37,575 shares 37,575 $3.74M 0.48% +1,964 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 9,695 shares; 2025Q1: 9,138 shares; 2025Q2: 8,472 shares; 2025Q3: 7,902 shares 7,902 $3.7M 0.48% -570 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 5,204 shares; 2025Q1: 5,160 shares; 2025Q2: 5,023 shares; 2025Q3: 4,880 shares 4,880 $3.64M 0.47% -143 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: 13,542 shares; 2024Q4: 14,153 shares; 2025Q1: 13,128 shares; 2025Q2: 12,553 shares; 2025Q3: 11,918 shares 11,918 $3.59M 0.46% -635 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,947 shares; 2024Q4: 27,317 shares; 2025Q1: 29,311 shares; 2025Q2: 29,595 shares; 2025Q3: 31,603 shares 31,603 $3.49M 0.45% +2,008 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: 22,262 shares; 2024Q4: 21,984 shares; 2025Q1: 21,423 shares; 2025Q2: 21,078 shares; 2025Q3: 20,658 shares 20,658 $3.46M 0.44% -420 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,937 shares; 2024Q4: 35,688 shares; 2025Q1: 35,689 shares; 2025Q2: 39,556 shares; 2025Q3: 38,507 shares 38,507 $3.44M 0.44% -1,049 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,856 shares; 2024Q4: 82,143 shares; 2025Q1: 87,111 shares; 2025Q2: 86,827 shares; 2025Q3: 89,463 shares 89,463 $3.39M 0.44% +2,636 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,683 shares; 2025Q1: 6,524 shares; 2025Q2: 8,231 shares; 2025Q3: 8,343 shares 8,343 $3.38M 0.44% +112 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,271 shares; 2024Q4: 34,171 shares; 2025Q1: 20,249 shares; 2025Q2: 17,884 shares; 2025Q3: 16,448 shares 16,448 $3.35M 0.43% -1,436 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: 16,530 shares; 2024Q4: 17,068 shares; 2025Q1: 17,803 shares; 2025Q2: 18,428 shares; 2025Q3: 18,058 shares 18,058 $3.29M 0.42% -370 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: 11,963 shares; 2024Q4: 16,074 shares; 2025Q1: 18,216 shares; 2025Q2: 15,475 shares; 2025Q3: 17,505 shares 17,505 $3.25M 0.42% +2,030 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,436 shares; 2025Q1: 3,355 shares; 2025Q2: 3,490 shares; 2025Q3: 3,476 shares 3,476 $3.22M 0.41% -14 Timeline QEMM 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: 39,922 shares; 2024Q4: 42,260 shares; 2025Q1: 46,193 shares; 2025Q2: 46,286 shares; 2025Q3: 47,115 shares 47,115 $3.12M 0.4% +829 Timeline EDIV 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: 70,963 shares; 2024Q4: 72,806 shares; 2025Q1: 76,486 shares; 2025Q2: 76,512 shares; 2025Q3: 80,208 shares 80,208 $3.12M 0.4% +3,696 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,962 shares; 2024Q4: 43,243 shares; 2025Q1: 44,404 shares; 2025Q2: 44,155 shares; 2025Q3: 47,135 shares 47,135 $3.08M 0.4% +2,980 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: 25,092 shares; 2024Q4: 27,346 shares; 2025Q1: 26,899 shares; 2025Q2: 27,818 shares; 2025Q3: 29,301 shares 29,301 $3.02M 0.39% +1,483 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,586 shares; 2025Q1: 4,708 shares; 2025Q2: 5,076 shares; 2025Q3: 5,176 shares 5,176 $2.94M 0.38% +100 Timeline SMLF 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: 35,108 shares; 2024Q4: 35,663 shares; 2025Q1: 36,424 shares; 2025Q2: 37,134 shares; 2025Q3: 39,461 shares 39,461 $2.93M 0.38% +2,327 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,202 shares; 2024Q4: 28,905 shares; 2025Q1: 30,167 shares; 2025Q2: 30,585 shares; 2025Q3: 32,834 shares 32,834 $2.8M 0.36% +2,249 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,740 shares; 2024Q4: 41,043 shares; 2025Q1: 44,679 shares; 2025Q2: 46,084 shares; 2025Q3: 48,350 shares 48,350 $2.73M 0.35% +2,266 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,788 shares; 2024Q4: 34,211 shares; 2025Q1: 35,516 shares; 2025Q2: 36,235 shares; 2025Q3: 38,770 shares 38,770 $2.67M 0.34% +2,535 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: 4,304 shares; 2024Q4: 5,551 shares; 2025Q1: 5,360 shares; 2025Q2: 5,394 shares; 2025Q3: 5,340 shares 5,340 $2.67M 0.34% -54 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,647 shares; 2024Q4: 45,746 shares; 2025Q1: 56,920 shares; 2025Q2: 58,332 shares; 2025Q3: 60,632 shares 60,632 $2.65M 0.34% +2,300 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: 9,073 shares; 2024Q4: 10,426 shares; 2025Q1: 11,195 shares; 2025Q2: 11,233 shares; 2025Q3: 11,331 shares 11,331 $2.62M 0.34% +98 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,725 shares; 2024Q4: 23,044 shares; 2025Q1: 23,214 shares; 2025Q2: 23,935 shares; 2025Q3: 23,998 shares 23,998 $2.61M 0.34% +63 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: 7,052 shares; 2024Q4: 6,936 shares; 2025Q1: 6,910 shares; 2025Q2: 6,837 shares; 2025Q3: 6,793 shares 6,793 $2.54M 0.33% -44 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: 44,180 shares; 2024Q4: 44,631 shares; 2025Q1: 43,131 shares; 2025Q2: 46,313 shares; 2025Q3: 47,382 shares 47,382 $2.44M 0.31% +1,069 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,905 shares; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares; 2025Q3: 6,060 shares 6,060 $2.44M 0.31% +52 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,397 shares; 2025Q1: 5,729 shares; 2025Q2: 53,806 shares; 2025Q3: 48,502 shares 48,502 $2.43M 0.31% -5,304 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 26,968 shares; 2025Q1: 26,450 shares; 2025Q2: 27,182 shares; 2025Q3: 27,747 shares 27,747 $2.42M 0.31% +565 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: 21,677 shares; 2024Q4: 19,687 shares; 2025Q1: 19,581 shares; 2025Q2: 21,228 shares; 2025Q3: 21,065 shares 21,065 $2.41M 0.31% -163 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: 10,117 shares; 2024Q4: 12,536 shares; 2025Q1: 12,744 shares; 2025Q2: 12,560 shares; 2025Q3: 15,414 shares 15,414 $2.39M 0.31% +2,854 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: 3,950 shares; 2024Q4: 3,993 shares; 2025Q1: 3,930 shares; 2025Q2: 3,944 shares; 2025Q3: 3,960 shares 3,960 $2.38M 0.31% +16 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 8,856 shares; 2025Q1: 9,416 shares; 2025Q2: 10,045 shares; 2025Q3: 9,956 shares 9,956 $2.36M 0.3% -89 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,509 shares; 2024Q4: 44,544 shares; 2025Q1: 47,395 shares; 2025Q2: 45,712 shares; 2025Q3: 46,215 shares 46,215 $2.32M 0.3% +503 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: 1,873 shares; 2024Q4: 1,789 shares; 2025Q1: 1,893 shares; 2025Q2: 1,646 shares; 2025Q3: 4,554 shares 4,554 $2.21M 0.28% +2,908 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: 6,935 shares; 2024Q4: 7,017 shares; 2025Q1: 6,847 shares; 2025Q2: 7,390 shares; 2025Q3: 7,811 shares 7,811 $2.2M 0.28% +421 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: 43,966 shares; 2024Q4: 23,131 shares; 2025Q1: 23,366 shares; 2025Q2: 24,959 shares; 2025Q3: 25,558 shares 25,558 $2.14M 0.28% +599 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: 13,272 shares; 2024Q4: 13,431 shares; 2025Q1: 13,653 shares; 2025Q2: 14,349 shares; 2025Q3: 14,737 shares 14,737 $2.13M 0.27% +388 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: 42,102 shares; 2024Q4: 41,280 shares; 2025Q1: 40,628 shares; 2025Q2: 42,080 shares; 2025Q3: 42,554 shares 42,554 $2.06M 0.26% +474 Timeline XLRE 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: 43,757 shares; 2024Q4: 46,410 shares; 2025Q1: 45,225 shares; 2025Q2: 48,155 shares; 2025Q3: 48,511 shares 48,511 $2.04M 0.26% +356 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: 9,583 shares; 2024Q4: 10,501 shares; 2025Q1: 9,830 shares; 2025Q2: 8,667 shares; 2025Q3: 9,239 shares 9,239 $1.99M 0.26% +572 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: 26,131 shares; 2024Q4: 25,162 shares; 2025Q1: 29,187 shares; 2025Q2: 29,842 shares; 2025Q3: 26,205 shares 26,205 $1.98M 0.25% -3,637 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: 42,993 shares; 2024Q4: 45,299 shares; 2025Q1: 46,270 shares; 2025Q2: 45,869 shares; 2025Q3: 44,881 shares 44,881 $1.97M 0.25% -988 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: 5,202 shares; 2024Q4: 5,212 shares; 2025Q1: 5,505 shares; 2025Q2: 5,902 shares; 2025Q3: 5,954 shares 5,954 $1.95M 0.25% +52 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: 62,070 shares; 2024Q4: 60,126 shares; 2025Q1: 63,599 shares; 2025Q2: 67,160 shares; 2025Q3: 73,344 shares 73,344 $1.87M 0.24% +6,184 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: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 3,009 shares; 2025Q2: 2,990 shares; 2025Q3: 3,017 shares 3,017 $1.85M 0.24% +27 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: 20,537 shares; 2024Q4: 21,738 shares; 2025Q1: 23,863 shares; 2025Q2: 26,276 shares; 2025Q3: 26,176 shares 26,176 $1.83M 0.23% -100 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,538 shares; 2025Q1: 4,666 shares; 2025Q2: 5,490 shares; 2025Q3: 5,482 shares 5,482 $1.82M 0.23% -8 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: 60,151 shares; 2024Q4: 54,776 shares; 2025Q1: 53,647 shares; 2025Q2: 55,260 shares; 2025Q3: 57,809 shares 57,809 $1.82M 0.23% +2,549 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 2,016 shares; 2025Q1: 2,029 shares; 2025Q2: 2,172 shares; 2025Q3: 2,219 shares 2,219 $1.77M 0.23% +47 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: 5,714 shares; 2024Q4: 6,122 shares; 2025Q1: 6,423 shares; 2025Q2: 6,343 shares; 2025Q3: 7,001 shares 7,001 $1.76M 0.23% +658 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,670 shares; 2024Q4: 21,536 shares; 2025Q1: 19,511 shares; 2025Q2: 20,111 shares; 2025Q3: 19,487 shares 19,487 $1.75M 0.22% -624 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,504 shares; 2024Q4: 5,555 shares; 2025Q1: 5,673 shares; 2025Q2: 6,196 shares; 2025Q3: 6,189 shares 6,189 $1.75M 0.22% -7 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,087 shares; 2024Q4: 135,815 shares; 2025Q1: 134,086 shares; 2025Q2: 134,943 shares; 2025Q3: 88,333 shares 88,333 $1.73M 0.22% -46,610 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: 23,119 shares; 2024Q4: 22,279 shares; 2025Q1: 22,445 shares; 2025Q2: 22,776 shares; 2025Q3: 22,806 shares 22,806 $1.72M 0.22% +30 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: 17,524 shares; 2024Q4: 17,512 shares; 2025Q1: 17,559 shares; 2025Q2: 17,751 shares; 2025Q3: 17,736 shares 17,736 $1.69M 0.22% -15 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 1,671 shares; 2025Q1: 1,667 shares; 2025Q2: 1,921 shares; 2025Q3: 1,806 shares 1,806 $1.66M 0.21% -115 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: 13,767 shares; 2024Q4: 18,058 shares; 2025Q1: 20,811 shares; 2025Q2: 22,419 shares; 2025Q3: 23,717 shares 23,717 $1.62M 0.21% +1,298 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 3,820 shares; 2025Q1: 4,582 shares; 2025Q2: 4,334 shares; 2025Q3: 4,570 shares 4,570 $1.61M 0.21% +236 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: 14,040 shares; 2024Q4: 14,242 shares; 2025Q1: 14,485 shares; 2025Q2: 15,866 shares; 2025Q3: 15,831 shares 15,831 $1.61M 0.21% -35 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: 10,343 shares; 2024Q4: 10,072 shares; 2025Q1: 9,527 shares; 2025Q2: 10,081 shares; 2025Q3: 10,090 shares 10,090 $1.6M 0.21% +9 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,097 shares; 2024Q4: 39,104 shares; 2025Q1: 37,352 shares; 2025Q2: 37,354 shares; 2025Q3: 37,746 shares 37,746 $1.59M 0.2% +392 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: 8,526 shares; 2024Q4: 7,737 shares; 2025Q1: 7,354 shares; 2025Q2: 7,032 shares; 2025Q3: 5,676 shares 5,676 $1.59M 0.2% -1,356 Timeline SGOV 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: 24,027 shares; 2025Q3: 15,557 shares 15,557 $1.57M 0.2% -8,470 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: 115,525 shares; 2024Q4: 111,961 shares; 2025Q1: 100,845 shares; 2025Q2: 97,459 shares; 2025Q3: 55,282 shares 55,282 $1.56M 0.2% -42,177 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: 4,732 shares; 2024Q4: 4,633 shares; 2025Q1: 4,527 shares; 2025Q2: 4,622 shares; 2025Q3: 4,556 shares 4,556 $1.55M 0.2% -66 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,922 shares; 2025Q1: 2,034 shares; 2025Q2: 2,236 shares; 2025Q3: 2,264 shares 2,264 $1.55M 0.2% +28 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,860 shares; 2025Q1: 1,894 shares; 2025Q2: 1,968 shares; 2025Q3: 2,032 shares 2,032 $1.54M 0.2% +64 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.19% 0 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: 3,938 shares; 2024Q4: 3,988 shares; 2025Q1: 4,288 shares; 2025Q2: 6,703 shares; 2025Q3: 7,071 shares 7,071 $1.5M 0.19% +368 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: 31,520 shares; 2024Q4: 33,388 shares; 2025Q1: 33,476 shares; 2025Q2: 33,589 shares; 2025Q3: 33,131 shares 33,131 $1.49M 0.19% -458 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 3,252 shares; 2025Q1: 2,899 shares; 2025Q2: 2,915 shares; 2025Q3: 3,115 shares 3,115 $1.49M 0.19% +200 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: 4,842 shares; 2024Q4: 5,142 shares; 2025Q1: 5,006 shares; 2025Q2: 5,029 shares; 2025Q3: 4,872 shares 4,872 $1.48M 0.19% -157 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 9,015 shares; 2025Q1: 11,031 shares; 2025Q2: 11,213 shares; 2025Q3: 10,918 shares 10,918 $1.48M 0.19% -295 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: 5,064 shares; 2024Q4: 5,716 shares; 2025Q1: 5,994 shares; 2025Q2: 5,404 shares; 2025Q3: 5,750 shares 5,750 $1.48M 0.19% +346 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: 2,665 shares; 2024Q4: 3,121 shares; 2025Q1: 3,061 shares; 2025Q2: 3,212 shares; 2025Q3: 3,164 shares 3,164 $1.45M 0.19% -48 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: 2,423 shares; 2024Q4: 2,486 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares; 2025Q3: 11,162 shares 11,162 $1.44M 0.19% +8,468 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,813 shares; 2025Q1: 2,816 shares; 2025Q2: 3,015 shares; 2025Q3: 3,020 shares 3,020 $1.43M 0.18% +5 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: not reported; 2024Q4: 1,969 shares; 2025Q1: 1,815 shares; 2025Q2: 1,691 shares; 2025Q3: 1,446 shares 1,446 $1.4M 0.18% -245 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,554 shares; 2024Q4: 17,276 shares; 2025Q1: 18,052 shares; 2025Q2: 19,175 shares; 2025Q3: 17,786 shares 17,786 $1.39M 0.18% -1,389 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: 13,409 shares; 2024Q4: 11,076 shares; 2025Q1: 12,318 shares; 2025Q2: 13,113 shares; 2025Q3: 13,830 shares 13,830 $1.35M 0.17% +717 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: 5,222 shares; 2024Q4: 5,473 shares; 2025Q1: 5,831 shares; 2025Q2: 7,594 shares; 2025Q3: 7,146 shares 7,146 $1.34M 0.17% -448 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: 4,480 shares; 2024Q4: 4,433 shares; 2025Q1: 4,638 shares; 2025Q2: 4,718 shares; 2025Q3: 4,699 shares 4,699 $1.33M 0.17% -19 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,307 shares; 2024Q4: 34,274 shares; 2025Q1: 33,711 shares; 2025Q2: 31,538 shares; 2025Q3: 30,654 shares 30,654 $1.32M 0.17% -884 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: 8,585 shares; 2025Q1: 8,613 shares; 2025Q2: 8,890 shares; 2025Q3: 9,068 shares 9,068 $1.32M 0.17% +178 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: 4,787 shares; 2024Q4: 4,770 shares; 2025Q1: 4,643 shares; 2025Q2: 4,933 shares; 2025Q3: 4,821 shares 4,821 $1.31M 0.17% -112 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 23,554 shares; 2025Q1: 23,915 shares; 2025Q2: 20,870 shares; 2025Q3: 20,388 shares 20,388 $1.31M 0.17% -482 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,479 shares; 2024Q4: 34,479 shares; 2025Q1: 32,713 shares; 2025Q2: 32,713 shares; 2025Q3: 33,077 shares 33,077 $1.31M 0.17% +364 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 20,114 shares; 2025Q1: 20,135 shares; 2025Q2: 18,457 shares; 2025Q3: 12,146 shares 12,146 $1.3M 0.17% -6,311 Timeline SHM 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: 46,357 shares; 2024Q4: 44,969 shares; 2025Q1: 43,320 shares; 2025Q2: 40,080 shares; 2025Q3: 26,636 shares 26,636 $1.28M 0.17% -13,444 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: 9,767 shares; 2024Q4: 10,065 shares; 2025Q1: 9,684 shares; 2025Q2: 9,402 shares; 2025Q3: 8,308 shares 8,308 $1.28M 0.16% -1,094 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,785 shares; 2025Q1: 2,824 shares; 2025Q2: 2,944 shares; 2025Q3: 2,841 shares 2,841 $1.27M 0.16% -103 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: 3,029 shares; 2024Q4: 5,884 shares; 2025Q1: 6,144 shares; 2025Q2: 5,950 shares; 2025Q3: 6,222 shares 6,222 $1.27M 0.16% +272 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 7,556 shares; 2025Q1: 8,712 shares; 2025Q2: 9,551 shares; 2025Q3: 9,043 shares 9,043 $1.27M 0.16% -508 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: 732 shares; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 11,527 shares; 2025Q3: 11,670 shares 11,670 $1.26M 0.16% +143 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 12,346 shares; 2025Q1: 12,182 shares; 2025Q2: 12,811 shares; 2025Q3: 12,253 shares 12,253 $1.26M 0.16% -558 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 8,052 shares; 2025Q1: 8,864 shares; 2025Q2: 9,769 shares; 2025Q3: 11,087 shares 11,087 $1.23M 0.16% +1,318 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 15,923 shares; 2025Q1: 18,418 shares; 2025Q2: 17,947 shares; 2025Q3: 13,945 shares 13,945 $1.23M 0.16% -4,002 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: 5,897 shares; 2024Q4: 6,267 shares; 2025Q1: 6,525 shares; 2025Q2: 6,538 shares; 2025Q3: 7,158 shares 7,158 $1.22M 0.16% +620 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 15,759 shares; 2025Q1: 16,078 shares; 2025Q2: 16,886 shares; 2025Q3: 19,802 shares 19,802 $1.22M 0.16% +2,916 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,723 shares; 2024Q4: 49,564 shares; 2025Q1: 53,040 shares; 2025Q2: 53,060 shares; 2025Q3: 53,614 shares 53,614 $1.22M 0.16% +554 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,381 shares; 2024Q4: 40,351 shares; 2025Q1: 39,717 shares; 2025Q2: 35,813 shares; 2025Q3: 23,963 shares 23,963 $1.21M 0.16% -11,850 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: 5,679 shares; 2024Q4: 5,545 shares; 2025Q1: 5,219 shares; 2025Q2: 3,924 shares; 2025Q3: 3,509 shares 3,509 $1.21M 0.16% -415 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 21,488 shares; 2025Q1: 23,602 shares; 2025Q2: 17,746 shares; 2025Q3: 20,213 shares 20,213 $1.2M 0.16% +2,467 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: 17,349 shares; 2024Q4: 17,508 shares; 2025Q1: 17,611 shares; 2025Q2: 18,735 shares; 2025Q3: 18,813 shares 18,813 $1.19M 0.15% +78 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 10,304 shares; 2025Q1: 12,472 shares; 2025Q2: 13,166 shares; 2025Q3: 12,058 shares 12,058 $1.19M 0.15% -1,108 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: 39,338 shares; 2024Q4: 39,641 shares; 2025Q1: 39,786 shares; 2025Q2: 41,943 shares; 2025Q3: 41,782 shares 41,782 $1.18M 0.15% -161 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,627 shares; 2024Q4: 40,141 shares; 2025Q1: 42,990 shares; 2025Q2: 46,883 shares; 2025Q3: 45,181 shares 45,181 $1.18M 0.15% -1,702 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,711 shares; 2024Q4: 45,388 shares; 2025Q1: 49,081 shares; 2025Q2: 54,231 shares; 2025Q3: 64,180 shares 64,180 $1.18M 0.15% +9,949 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: 5,157 shares; 2024Q4: 5,642 shares; 2025Q1: 7,390 shares; 2025Q2: 6,831 shares; 2025Q3: 8,726 shares 8,726 $1.18M 0.15% +1,895 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 35,629 shares; 2025Q1: 39,367 shares; 2025Q2: 39,513 shares; 2025Q3: 51,563 shares 51,563 $1.17M 0.15% +12,050 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 26,079 shares; 2025Q1: 32,283 shares; 2025Q2: 35,419 shares; 2025Q3: 36,906 shares 36,906 $1.17M 0.15% +1,487 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,428 shares; 2025Q1: 38,848 shares; 2025Q2: 44,845 shares; 2025Q3: 42,875 shares 42,875 $1.16M 0.15% -1,970 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: 5,284 shares; 2024Q4: 5,475 shares; 2025Q1: 5,335 shares; 2025Q2: 5,308 shares; 2025Q3: 5,494 shares 5,494 $1.16M 0.15% +186 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: 6,198 shares; 2024Q4: 5,319 shares; 2025Q1: 5,136 shares; 2025Q2: 5,579 shares; 2025Q3: 5,634 shares 5,634 $1.15M 0.15% +55 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: not reported; 2024Q4: 10,287 shares; 2025Q1: 11,047 shares; 2025Q2: 10,995 shares; 2025Q3: 12,064 shares 12,064 $1.15M 0.15% +1,069 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,518 shares; 2025Q3: 15,091 shares 15,091 $1.14M 0.15% -427 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: 6,063 shares; 2024Q4: 6,097 shares; 2025Q1: 6,425 shares; 2025Q2: 6,954 shares; 2025Q3: 7,047 shares 7,047 $1.14M 0.15% +93 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,850 shares; 2025Q1: 1,949 shares; 2025Q2: 2,217 shares; 2025Q3: 2,341 shares 2,341 $1.14M 0.15% +124 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: 6,640 shares; 2024Q4: 7,204 shares; 2025Q1: 7,684 shares; 2025Q2: 8,576 shares; 2025Q3: 8,500 shares 8,500 $1.14M 0.15% -76 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,169 shares; 2024Q4: 14,884 shares; 2025Q1: 14,527 shares; 2025Q2: 13,666 shares; 2025Q3: 13,587 shares 13,587 $1.13M 0.15% -79 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,823 shares; 2024Q4: 44,823 shares; 2025Q1: 43,910 shares; 2025Q2: 41,807 shares; 2025Q3: 40,872 shares 40,872 $1.12M 0.14% -935 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: 9,042 shares; 2024Q4: 8,613 shares; 2025Q1: 8,692 shares; 2025Q2: 7,310 shares; 2025Q3: 7,944 shares 7,944 $1.12M 0.14% +634 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,079 shares; 2024Q4: 33,014 shares; 2025Q1: 18,465 shares; 2025Q2: 18,477 shares; 2025Q3: 18,621 shares 18,621 $1.12M 0.14% +144 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,792 shares; 2025Q1: 6,007 shares; 2025Q2: 10,319 shares; 2025Q3: 11,125 shares 11,125 $1.12M 0.14% +806 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: 191 shares; 2024Q4: 210 shares; 2025Q1: 205 shares; 2025Q2: 207 shares; 2025Q3: 206 shares 206 $1.11M 0.14% -1 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,160 shares; 2025Q1: 3,451 shares; 2025Q2: 3,406 shares; 2025Q3: 3,388 shares 3,388 $1.11M 0.14% -18 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,207 shares; 2025Q1: 3,407 shares; 2025Q2: 3,771 shares; 2025Q3: 3,748 shares 3,748 $1.1M 0.14% -23 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 7,338 shares; 2025Q1: 7,402 shares; 2025Q2: 7,402 shares; 2025Q3: 7,473 shares 7,473 $1.09M 0.14% +71 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,496 shares; 2025Q1: 1,543 shares; 2025Q2: 1,724 shares; 2025Q3: 1,761 shares 1,761 $1.08M 0.14% +37 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: 6,380 shares; 2024Q4: 6,197 shares; 2025Q1: 5,929 shares; 2025Q2: 5,967 shares; 2025Q3: 6,352 shares 6,352 $1.08M 0.14% +385 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 39,646 shares; 2025Q1: 38,421 shares; 2025Q2: 38,422 shares; 2025Q3: 38,907 shares 38,907 $1M 0.13% +485 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,905 shares; 2025Q1: 3,886 shares; 2025Q2: 3,989 shares; 2025Q3: 3,993 shares 3,993 $986K 0.13% +4 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: 12,648 shares; 2024Q4: 13,300 shares; 2025Q1: 13,658 shares; 2025Q2: 15,797 shares; 2025Q3: 14,814 shares 14,814 $982K 0.13% -983 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: 14,736 shares; 2024Q4: 12,724 shares; 2025Q1: 12,126 shares; 2025Q2: 9,164 shares; 2025Q3: 11,691 shares 11,691 $981K 0.13% +2,527 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: 6,048 shares; 2024Q4: 6,650 shares; 2025Q1: 7,231 shares; 2025Q2: 8,596 shares; 2025Q3: 8,648 shares 8,648 $973K 0.13% +52 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,030 shares; 2025Q2: 4,854 shares; 2025Q3: 6,766 shares 6,766 $969K 0.12% +1,912 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: 2,231 shares; 2024Q4: 2,458 shares; 2025Q1: 2,343 shares; 2025Q2: 2,297 shares; 2025Q3: 2,276 shares 2,276 $960K 0.12% -21 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 4,558 shares; 2025Q1: 4,802 shares; 2025Q2: 5,694 shares; 2025Q3: 5,622 shares 5,622 $947K 0.12% -72 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,384 shares; 2024Q4: 16,178 shares; 2025Q1: 15,363 shares; 2025Q2: 18,489 shares; 2025Q3: 20,902 shares 20,902 $938K 0.12% +2,413 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: 8,165 shares; 2024Q4: 6,912 shares; 2025Q1: 17,195 shares; 2025Q2: 14,977 shares; 2025Q3: 5,665 shares 5,665 $916K 0.12% -9,312 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,597 shares; 2025Q1: 3,971 shares; 2025Q2: 3,743 shares; 2025Q3: 3,802 shares 3,802 $899K 0.12% +59 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: 5,438 shares; 2024Q4: 5,727 shares; 2025Q1: 5,970 shares; 2025Q2: 7,183 shares; 2025Q3: 7,242 shares 7,242 $896K 0.12% +59 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,691 shares; 2025Q1: 8,700 shares; 2025Q2: 8,773 shares; 2025Q3: 9,117 shares 9,117 $890K 0.11% +344 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,988 shares; 2025Q1: 5,048 shares; 2025Q2: 5,645 shares; 2025Q3: 5,698 shares 5,698 $884K 0.11% +53 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: 3,735 shares; 2024Q4: 4,702 shares; 2025Q1: 3,710 shares; 2025Q2: 4,116 shares; 2025Q3: 4,338 shares 4,338 $872K 0.11% +222 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: 8,641 shares; 2024Q4: 7,677 shares; 2025Q1: 7,817 shares; 2025Q2: 8,739 shares; 2025Q3: 9,076 shares 9,076 $866K 0.11% +337 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,457 shares; 2024Q4: 5,815 shares; 2025Q1: 5,709 shares; 2025Q2: 6,507 shares; 2025Q3: 6,571 shares 6,571 $862K 0.11% +64 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 3,456 shares; 2025Q1: 3,486 shares; 2025Q2: 3,454 shares; 2025Q3: 3,583 shares 3,583 $858K 0.11% +129 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: 3,195 shares; 2024Q4: 3,211 shares; 2025Q1: 3,188 shares; 2025Q2: 3,415 shares; 2025Q3: 3,032 shares 3,032 $856K 0.11% -383 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: 853 shares; 2024Q4: 873 shares; 2025Q1: 768 shares; 2025Q2: 859 shares; 2025Q3: 884 shares 884 $844K 0.11% +25 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,606 shares; 2025Q1: 6,482 shares; 2025Q2: 6,391 shares; 2025Q3: 6,387 shares 6,387 $838K 0.11% -4 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 943 shares; 2025Q1: 887 shares; 2025Q2: 895 shares; 2025Q3: 220,898 shares 220,898 $818K 0.11% +220,003 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,303 shares; 2024Q4: 13,422 shares; 2025Q1: 18,870 shares; 2025Q2: 21,594 shares; 2025Q3: 24,353 shares 24,353 $817K 0.11% +2,759 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: 4,744 shares; 2024Q4: 4,532 shares; 2025Q1: 4,868 shares; 2025Q2: 4,530 shares; 2025Q3: 4,441 shares 4,441 $816K 0.11% -89 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,350 shares; 2025Q1: 4,427 shares; 2025Q2: 4,535 shares; 2025Q3: 4,562 shares 4,562 $813K 0.1% +27 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,270 shares; 2025Q1: 2,410 shares; 2025Q2: 2,448 shares; 2025Q3: 2,476 shares 2,476 $801K 0.1% +28 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: 2,742 shares; 2024Q4: 2,718 shares; 2025Q1: 2,784 shares; 2025Q2: 2,862 shares; 2025Q3: 2,887 shares 2,887 $791K 0.1% +25 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,345 shares; 2025Q1: 5,073 shares; 2025Q2: 6,186 shares; 2025Q3: 6,068 shares 6,068 $789K 0.1% -118 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: 5,178 shares; 2024Q4: 4,574 shares; 2025Q1: 5,019 shares; 2025Q2: 4,638 shares; 2025Q3: 4,727 shares 4,727 $786K 0.1% +89 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,707 shares; 2025Q1: 2,069 shares; 2025Q2: 2,332 shares; 2025Q3: 2,366 shares 2,366 $778K 0.1% +34 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,395 shares; 2025Q1: 2,602 shares; 2025Q2: 3,150 shares; 2025Q3: 3,148 shares 3,148 $774K 0.1% -2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,657 shares; 2024Q4: 5,103 shares; 2025Q1: 5,214 shares; 2025Q2: 5,021 shares; 2025Q3: 5,658 shares 5,658 $770K 0.1% +637 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,368 shares; 2025Q1: 1,442 shares; 2025Q2: 1,782 shares; 2025Q3: 1,791 shares 1,791 $763K 0.1% +9 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 6,066 shares; 2025Q1: 7,150 shares; 2025Q2: 8,636 shares; 2025Q3: 8,909 shares 8,909 $751K 0.1% +273 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: 1,637 shares; 2024Q4: 1,664 shares; 2025Q1: 1,638 shares; 2025Q2: 1,622 shares; 2025Q3: 1,636 shares 1,636 $748K 0.1% +14 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: 8,339 shares; 2024Q4: 9,031 shares; 2025Q1: 9,891 shares; 2025Q2: 10,491 shares; 2025Q3: 10,947 shares 10,947 $740K 0.1% +456 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: 269 shares; 2024Q4: 239 shares; 2025Q1: 261 shares; 2025Q2: 297 shares; 2025Q3: 316 shares 316 $739K 0.1% +19 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: 5,478 shares; 2024Q4: 5,388 shares; 2025Q1: 5,549 shares; 2025Q2: 5,414 shares; 2025Q3: 5,050 shares 5,050 $739K 0.1% -364 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: 3,035 shares; 2024Q4: 3,303 shares; 2025Q1: 3,538 shares; 2025Q2: 4,086 shares; 2025Q3: 3,797 shares 3,797 $730K 0.09% -289 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,774 shares; 2025Q1: 8,627 shares; 2025Q2: 8,564 shares; 2025Q3: 8,566 shares 8,566 $727K 0.09% +2 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,016 shares; 2025Q1: 1,038 shares; 2025Q2: 1,454 shares; 2025Q3: 1,464 shares 1,464 $718K 0.09% +10 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: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,852 shares; 2025Q3: 2,792 shares 2,792 $709K 0.09% -60 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,326 shares; 2025Q1: 2,289 shares; 2025Q2: 2,228 shares; 2025Q3: 2,214 shares 2,214 $709K 0.09% -14 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,146 shares; 2025Q1: 4,062 shares; 2025Q2: 3,913 shares; 2025Q3: 4,216 shares 4,216 $705K 0.09% +303 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: 7,399 shares; 2024Q4: 7,643 shares; 2025Q1: 8,222 shares; 2025Q2: 9,353 shares; 2025Q3: 10,647 shares 10,647 $703K 0.09% +1,294 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 638 shares; 2025Q1: 646 shares; 2025Q2: 715 shares; 2025Q3: 732 shares 732 $698K 0.09% +17 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: 572 shares; 2025Q3: 963 shares 963 $692K 0.09% +391 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: 3,574 shares; 2024Q4: 4,774 shares; 2025Q1: 4,772 shares; 2025Q2: 6,773 shares; 2025Q3: 7,205 shares 7,205 $682K 0.09% +432 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,353 shares; 2024Q4: 16,391 shares; 2025Q1: 16,669 shares; 2025Q2: 15,488 shares; 2025Q3: 15,119 shares 15,119 $680K 0.09% -369 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,569 shares; 2025Q1: 2,504 shares; 2025Q2: 2,521 shares; 2025Q3: 2,575 shares 2,575 $668K 0.09% +54 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,686 shares; 2025Q1: 1,790 shares; 2025Q2: 1,835 shares; 2025Q3: 1,690 shares 1,690 $662K 0.09% -145 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,064 shares; 2025Q1: 2,260 shares; 2025Q2: 2,369 shares; 2025Q3: 2,414 shares 2,414 $657K 0.08% +45 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: 1,281 shares; 2024Q4: 1,293 shares; 2025Q1: 1,305 shares; 2025Q2: 1,336 shares; 2025Q3: 1,335 shares 1,335 $656K 0.08% -1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,127 shares; 2025Q1: 1,146 shares; 2025Q2: 1,432 shares; 2025Q3: 1,885 shares 1,885 $653K 0.08% +453 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,665 shares; 2025Q1: 1,673 shares; 2025Q2: 1,746 shares; 2025Q3: 1,757 shares 1,757 $650K 0.08% +11 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: 831 shares; 2024Q4: 936 shares; 2025Q1: 987 shares; 2025Q2: 1,029 shares; 2025Q3: 1,063 shares 1,063 $648K 0.08% +34 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,193 shares; 2025Q1: 2,490 shares; 2025Q2: 2,417 shares; 2025Q3: 2,454 shares 2,454 $640K 0.08% +37 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,368 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares; 2025Q3: 1,505 shares 1,505 $636K 0.08% +32 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,786 shares; 2025Q1: 2,825 shares; 2025Q2: 3,027 shares; 2025Q3: 3,055 shares 3,055 $627K 0.08% +28 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 14,033 shares; 2025Q1: 14,723 shares; 2025Q2: 12,477 shares; 2025Q3: 13,687 shares 13,687 $626K 0.08% +1,210 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 478 shares; 2025Q1: 494 shares; 2025Q2: 482 shares; 2025Q3: 469 shares 469 $619K 0.08% -13 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,973 shares; 2025Q1: 3,981 shares; 2025Q2: 4,696 shares; 2025Q3: 4,988 shares 4,988 $617K 0.08% +292 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 4,107 shares; 2025Q1: 5,255 shares; 2025Q2: 3,466 shares; 2025Q3: 5,385 shares 5,385 $617K 0.08% +1,919 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,738 shares; 2025Q1: 2,801 shares; 2025Q2: 3,088 shares; 2025Q3: 3,105 shares 3,105 $609K 0.08% +17 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: 11,177 shares; 2024Q4: 3,539 shares; 2025Q1: 3,535 shares; 2025Q2: 3,232 shares; 2025Q3: 3,245 shares 3,245 $609K 0.08% +13 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,908 shares; 2025Q1: 2,789 shares; 2025Q2: 2,679 shares; 2025Q3: 2,406 shares 2,406 $593K 0.08% -273 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,525 shares; 2025Q1: 1,702 shares; 2025Q2: 1,907 shares; 2025Q3: 1,971 shares 1,971 $587K 0.08% +64 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 5,844 shares; 2025Q1: 5,860 shares; 2025Q2: 6,047 shares; 2025Q3: 6,205 shares 6,205 $578K 0.07% +158 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,115 shares; 2025Q1: 1,171 shares; 2025Q2: 1,749 shares; 2025Q3: 1,813 shares 1,813 $576K 0.07% +64 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,561 shares; 2025Q1: 1,425 shares; 2025Q2: 1,660 shares; 2025Q3: 1,866 shares 1,866 $570K 0.07% +206 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,887 shares; 2024Q4: 16,086 shares; 2025Q1: 14,657 shares; 2025Q2: 14,882 shares; 2025Q3: 16,046 shares 16,046 $570K 0.07% +1,164 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: 3,270 shares; 2025Q1: 4,133 shares; 2025Q2: 3,946 shares; 2025Q3: 4,250 shares 4,250 $569K 0.07% +304 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,664 shares 1,664 $562K 0.07% +348 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: 8,435 shares; 2024Q4: 9,125 shares; 2025Q1: 8,856 shares; 2025Q2: 8,699 shares; 2025Q3: 9,196 shares 9,196 $561K 0.07% +497 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: 3,134 shares; 2024Q4: 3,766 shares; 2025Q1: 4,175 shares; 2025Q2: 10,816 shares; 2025Q3: 11,409 shares 11,409 $559K 0.07% +593 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: 511 shares; 2024Q4: 435 shares; 2025Q1: 521 shares; 2025Q2: 518 shares; 2025Q3: 518 shares 518 $558K 0.07% 0 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: 862 shares; 2024Q4: 864 shares; 2025Q1: 839 shares; 2025Q2: 876 shares; 2025Q3: 880 shares 880 $555K 0.07% +4 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,480 shares; 2025Q1: 2,290 shares; 2025Q2: 2,457 shares; 2025Q3: 2,531 shares 2,531 $543K 0.07% +74 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: 2,017 shares; 2025Q1: 2,323 shares; 2025Q2: 2,462 shares; 2025Q3: 2,524 shares 2,524 $542K 0.07% +62 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,432 shares; 2025Q1: 8,787 shares; 2025Q2: 8,782 shares; 2025Q3: 8,850 shares 8,850 $541K 0.07% +68 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,410 shares; 2025Q3: 3,904 shares 3,904 $541K 0.07% +494 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,191 shares; 2025Q1: 2,010 shares; 2025Q2: 2,268 shares; 2025Q3: 2,282 shares 2,282 $536K 0.07% +14 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,786 shares; 2025Q1: 2,772 shares; 2025Q2: 3,237 shares; 2025Q3: 3,383 shares 3,383 $533K 0.07% +146 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 3,210 shares; 2025Q1: 3,166 shares; 2025Q2: 3,094 shares; 2025Q3: 3,080 shares 3,080 $532K 0.07% -14 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,659 shares; 2025Q1: 2,664 shares; 2025Q2: 2,792 shares; 2025Q3: 2,550 shares 2,550 $514K 0.07% -242 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,498 shares; 2025Q1: 1,580 shares; 2025Q2: 1,797 shares; 2025Q3: 1,823 shares 1,823 $509K 0.07% +26 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,648 shares; 2025Q1: 6,932 shares; 2025Q2: 6,162 shares; 2025Q3: 6,104 shares 6,104 $503K 0.06% -58 Timeline PAVE 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: 10,397 shares; 2024Q4: 10,981 shares; 2025Q1: 10,838 shares; 2025Q2: 10,379 shares; 2025Q3: 10,412 shares 10,412 $496K 0.06% +33 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,625 shares; 2025Q1: 4,144 shares; 2025Q2: 4,383 shares; 2025Q3: 3,906 shares 3,906 $495K 0.06% -477 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: 2,735 shares; 2024Q4: 2,799 shares; 2025Q1: 3,123 shares; 2025Q2: 3,172 shares; 2025Q3: 3,053 shares 3,053 $488K 0.06% -119 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: 1,136 shares; 2025Q1: 842 shares; 2025Q2: 1,157 shares; 2025Q3: 1,496 shares 1,496 $482K 0.06% +339 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: 4,197 shares; 2024Q4: 4,284 shares; 2025Q1: 3,748 shares; 2025Q2: 3,632 shares; 2025Q3: 3,746 shares 3,746 $472K 0.06% +114 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: 7,661 shares; 2024Q4: 8,548 shares; 2025Q1: 7,408 shares; 2025Q2: 6,233 shares; 2025Q3: 7,014 shares 7,014 $470K 0.06% +781 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: 5,903 shares; 2024Q4: 6,411 shares; 2025Q1: 4,866 shares; 2025Q2: 4,548 shares; 2025Q3: 6,476 shares 6,476 $468K 0.06% +1,928 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,522 shares; 2025Q1: 4,698 shares; 2025Q2: 4,807 shares; 2025Q3: 5,674 shares 5,674 $467K 0.06% +867 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,069 shares; 2025Q2: 1,112 shares; 2025Q3: 1,117 shares 1,117 $463K 0.06% +5 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: 4,294 shares; 2024Q4: 4,854 shares; 2025Q1: 5,923 shares; 2025Q2: 5,293 shares; 2025Q3: 5,473 shares 5,473 $463K 0.06% +180 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,824 shares; 2025Q1: 2,004 shares; 2025Q2: 2,061 shares; 2025Q3: 2,088 shares 2,088 $458K 0.06% +27 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,410 shares; 2025Q1: 1,487 shares; 2025Q2: 1,616 shares; 2025Q3: 1,627 shares 1,627 $440K 0.06% +11 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,290 shares; 2025Q1: 1,306 shares; 2025Q2: 1,379 shares; 2025Q3: 1,398 shares 1,398 $437K 0.06% +19 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,494 shares; 2024Q4: 15,388 shares; 2025Q1: 15,619 shares; 2025Q2: 14,667 shares; 2025Q3: 9,601 shares 9,601 $435K 0.06% -5,066 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4,341 shares; 2025Q1: 4,341 shares; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares 4,341 $434K 0.06% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares 2,632 $433K 0.06% 0 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: 2,810 shares; 2024Q4: 3,149 shares; 2025Q1: 3,258 shares; 2025Q2: 3,108 shares; 2025Q3: 3,054 shares 3,054 $430K 0.06% -54 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,066 shares; 2024Q4: 28,919 shares; 2025Q1: 31,185 shares; 2025Q2: 29,095 shares; 2025Q3: 19,182 shares 19,182 $429K 0.06% -9,913 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 2,200 shares; 2025Q1: 1,961 shares; 2025Q2: 1,736 shares; 2025Q3: 1,446 shares 1,446 $417K 0.05% -290 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: 6,357 shares; 2024Q4: 5,639 shares; 2025Q1: 5,573 shares; 2025Q2: 5,780 shares; 2025Q3: 5,303 shares 5,303 $416K 0.05% -477 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,909 shares; 2025Q1: 2,968 shares; 2025Q2: 2,777 shares; 2025Q3: 2,812 shares 2,812 $415K 0.05% +35 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,752 shares; 2025Q1: 2,844 shares; 2025Q2: 3,539 shares; 2025Q3: 3,760 shares 3,760 $413K 0.05% +221 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,302 shares; 2024Q4: 28,695 shares; 2025Q1: 28,695 shares; 2025Q2: 27,895 shares; 2025Q3: 20,318 shares 20,318 $413K 0.05% -7,577 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 11,087 shares; 2025Q1: 12,356 shares; 2025Q2: 12,385 shares; 2025Q3: 12,668 shares 12,668 $413K 0.05% +283 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 575 shares; 2025Q1: 547 shares; 2025Q2: 546 shares; 2025Q3: 522 shares 522 $409K 0.05% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,721 shares; 2025Q3: 4,975 shares 4,975 $408K 0.05% +254 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,266 shares; 2025Q1: 5,041 shares; 2025Q2: 5,002 shares; 2025Q3: 5,706 shares 5,706 $405K 0.05% +704 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,136 shares; 2025Q1: 1,144 shares; 2025Q2: 1,305 shares; 2025Q3: 1,476 shares 1,476 $404K 0.05% +171 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,449 shares; 2025Q1: 5,399 shares; 2025Q2: 5,217 shares; 2025Q3: 4,834 shares 4,834 $401K 0.05% -383 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: 2,851 shares; 2024Q4: 3,237 shares; 2025Q1: 3,335 shares; 2025Q2: 3,469 shares; 2025Q3: 3,493 shares 3,493 $400K 0.05% +24 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 2,974 shares; 2025Q2: 2,242 shares; 2025Q3: 2,237 shares 2,237 $396K 0.05% -5 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,469 shares; 2025Q1: 3,383 shares; 2025Q2: 3,687 shares; 2025Q3: 4,149 shares 4,149 $393K 0.05% +462 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,927 shares; 2025Q1: 4,271 shares; 2025Q2: 4,304 shares; 2025Q3: 4,322 shares 4,322 $393K 0.05% +18 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: 23,555 shares; 2024Q4: 21,050 shares; 2025Q1: 24,290 shares; 2025Q2: 28,704 shares; 2025Q3: 32,853 shares 32,853 $393K 0.05% +4,149 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 8,730 shares; 2025Q1: 8,600 shares; 2025Q2: 8,399 shares; 2025Q3: 8,666 shares 8,666 $386K 0.05% +267 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 5,340 shares; 2025Q3: 5,590 shares 5,590 $385K 0.05% +250 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: 5,925 shares; 2024Q4: 6,081 shares; 2025Q1: 5,535 shares; 2025Q2: 6,306 shares; 2025Q3: 5,244 shares 5,244 $383K 0.05% -1,062 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 452 shares; 2025Q1: 443 shares; 2025Q2: 475 shares; 2025Q3: 492 shares 492 $380K 0.05% +17 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,857 shares; 2025Q1: 1,909 shares; 2025Q2: 1,923 shares; 2025Q3: 1,907 shares 1,907 $377K 0.05% -16 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 744 shares; 2025Q3: 787 shares 787 $375K 0.05% +43 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: 5,259 shares; 2024Q4: 5,422 shares; 2025Q1: 6,580 shares; 2025Q2: 5,835 shares; 2025Q3: 6,125 shares 6,125 $372K 0.05% +290 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,506 shares; 2024Q4: 3,761 shares; 2025Q1: 3,844 shares; 2025Q2: 3,863 shares; 2025Q3: 3,987 shares 3,987 $366K 0.05% +124 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 2,869 shares; 2025Q1: 3,266 shares; 2025Q2: 4,147 shares; 2025Q3: 3,756 shares 3,756 $362K 0.05% -391 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,097 shares; 2025Q1: 3,526 shares; 2025Q2: 3,429 shares; 2025Q3: 3,643 shares 3,643 $358K 0.05% +214 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 3,812 shares 3,812 $356K 0.05% +208 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: 1,390 shares; 2025Q2: 1,338 shares; 2025Q3: 1,566 shares 1,566 $353K 0.05% +228 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: not reported; 2024Q4: 4,227 shares; 2025Q1: 4,386 shares; 2025Q2: 5,085 shares; 2025Q3: 5,246 shares 5,246 $353K 0.05% +161 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: 3,830 shares; 2024Q4: 3,997 shares; 2025Q1: 4,795 shares; 2025Q2: 5,260 shares; 2025Q3: 5,085 shares 5,085 $343K 0.04% -175 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,066 shares; 2025Q1: 3,043 shares; 2025Q2: 2,928 shares; 2025Q3: 2,937 shares 2,937 $341K 0.04% +9 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,213 shares; 2025Q1: 1,195 shares; 2025Q2: 1,206 shares; 2025Q3: 1,297 shares 1,297 $338K 0.04% +91 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,092 shares 1,092 $336K 0.04% +57 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,664 shares; 2025Q3: 1,743 shares 1,743 $336K 0.04% +79 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,221 shares; 2025Q1: 1,236 shares; 2025Q2: 1,265 shares; 2025Q3: 1,161 shares 1,161 $335K 0.04% -104 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,425 shares; 2025Q1: 3,477 shares; 2025Q2: 3,475 shares; 2025Q3: 2,943 shares 2,943 $329K 0.04% -532 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 3,807 shares; 2025Q1: 3,815 shares; 2025Q2: 4,210 shares; 2025Q3: 4,194 shares 4,194 $326K 0.04% -16 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: 1,556 shares; 2024Q4: 1,570 shares; 2025Q1: 1,568 shares; 2025Q2: 1,623 shares; 2025Q3: 1,619 shares 1,619 $325K 0.04% -4 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 923 shares 923 $324K 0.04% +26 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 438 shares; 2025Q2: 415 shares; 2025Q3: 451 shares 451 $324K 0.04% +36 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,744 shares; 2025Q1: 1,723 shares; 2025Q2: 1,939 shares; 2025Q3: 1,923 shares 1,923 $322K 0.04% -16 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,299 shares 7,299 $321K 0.04% +94 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,779 shares; 2025Q1: 3,774 shares; 2025Q2: 3,198 shares; 2025Q3: 3,073 shares 3,073 $319K 0.04% -125 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 901 shares; 2025Q3: 1,061 shares 1,061 $319K 0.04% +160 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,613 shares; 2025Q3: 1,661 shares 1,661 $316K 0.04% +48 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,854 shares 1,854 $316K 0.04% +255 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: 2,284 shares; 2024Q4: 2,152 shares; 2025Q1: 1,899 shares; 2025Q2: 2,406 shares; 2025Q3: 2,068 shares 2,068 $315K 0.04% -338 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,246 shares; 2025Q1: 1,619 shares; 2025Q2: 1,325 shares; 2025Q3: 1,570 shares 1,570 $311K 0.04% +245 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,201 shares; 2025Q3: 1,198 shares 1,198 $310K 0.04% -3 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,952 shares; 2025Q3: 9,584 shares 9,584 $309K 0.04% +1,632 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,268 shares 2,268 $302K 0.04% +71 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: 917 shares; 2024Q4: 4,645 shares; 2025Q1: 4,574 shares; 2025Q2: 4,583 shares; 2025Q3: 5,314 shares 5,314 $302K 0.04% +731 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,947 shares; 2025Q1: 2,012 shares; 2025Q2: 2,191 shares; 2025Q3: 2,262 shares 2,262 $302K 0.04% +71 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; 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: 3,259 shares 3,259 $298K 0.04% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 23,242 shares 23,242 $297K 0.04% +9,242 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: 12,027 shares; 2024Q4: 10,324 shares; 2025Q1: 9,364 shares; 2025Q2: 6,909 shares; 2025Q3: 6,909 shares 6,909 $296K 0.04% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,909 shares; 2025Q1: 6,315 shares; 2025Q2: 5,936 shares; 2025Q3: 6,022 shares 6,022 $293K 0.04% +86 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,844 shares; 2025Q1: 2,790 shares; 2025Q2: 2,887 shares; 2025Q3: 2,858 shares 2,858 $291K 0.04% -29 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,114 shares; 2025Q1: 4,385 shares; 2025Q2: 4,963 shares; 2025Q3: 4,875 shares 4,875 $291K 0.04% -88 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: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,575 shares; 2025Q2: 1,750 shares; 2025Q3: 1,704 shares 1,704 $291K 0.04% -46 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,157 shares 1,157 $285K 0.04% +83 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: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 440 shares 440 $281K 0.04% +43 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: 590 shares; 2024Q4: 587 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 578 shares 578 $280K 0.04% -7 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,271 shares; 2025Q1: 1,338 shares; 2025Q2: 1,116 shares; 2025Q3: 1,156 shares 1,156 $278K 0.04% +40 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: 3,795 shares; 2025Q1: 3,057 shares; 2025Q2: 3,064 shares; 2025Q3: 3,428 shares 3,428 $276K 0.04% +364 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,265 shares; 2024Q4: not reported; 2025Q1: 20,265 shares; 2025Q2: 20,265 shares; 2025Q3: 20,265 shares 20,265 $275K 0.04% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,340 shares; 2025Q2: 4,659 shares; 2025Q3: 5,143 shares 5,143 $273K 0.04% +484 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 1,146 shares 1,146 $270K 0.03% +93 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares 1,697 $266K 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,579 shares; 2025Q1: 2,981 shares; 2025Q2: 3,036 shares; 2025Q3: 2,883 shares 2,883 $264K 0.03% -153 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 4,639 shares; 2025Q3: 5,589 shares 5,589 $262K 0.03% +950 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,168 shares; 2025Q1: 3,525 shares; 2025Q2: 2,442 shares; 2025Q3: 2,912 shares 2,912 $261K 0.03% +470 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 10,231 shares; 2025Q1: 9,705 shares; 2025Q2: 6,980 shares; 2025Q3: 7,552 shares 7,552 $260K 0.03% +572 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: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 3,056 shares 3,056 $258K 0.03% +244 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,107 shares; 2025Q1: 4,036 shares; 2025Q2: 4,093 shares; 2025Q3: 4,120 shares 4,120 $257K 0.03% +27 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,018 shares; 2025Q1: 1,071 shares; 2025Q2: 1,214 shares; 2025Q3: 1,165 shares 1,165 $257K 0.03% -49 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 1,893 shares 1,893 $254K 0.03% -33 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 2,517 shares; 2025Q1: 1,790 shares; 2025Q2: 1,792 shares; 2025Q3: 1,796 shares 1,796 $251K 0.03% +4 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: not reported; 2025Q3: 58 shares 58 $250K 0.03% new 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: 2,477 shares; 2024Q4: 2,572 shares; 2025Q1: 2,269 shares; 2025Q2: not reported; 2025Q3: 1,890 shares 1,890 $250K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,221 shares 2,221 $248K 0.03% +274 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,736 shares; 2025Q1: 3,238 shares; 2025Q2: 3,096 shares; 2025Q3: 2,905 shares 2,905 $244K 0.03% -191 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 642 shares 642 $242K 0.03% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,458 shares; 2025Q1: 1,538 shares; 2025Q2: 1,490 shares; 2025Q3: 1,432 shares 1,432 $239K 0.03% -58 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,461 shares 1,461 $237K 0.03% -7 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,673 shares 2,673 $236K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 3,933 shares 3,933 $235K 0.03% new Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,533 shares; 2025Q2: 12,853 shares; 2025Q3: 12,853 shares 12,853 $235K 0.03% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 1,026 shares 1,026 $234K 0.03% +106 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: 2,295 shares; 2024Q4: 2,320 shares; 2025Q1: 3,014 shares; 2025Q2: 2,339 shares; 2025Q3: 2,321 shares 2,321 $231K 0.03% -18 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: 504 shares 504 $230K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: 4,867 shares; 2025Q3: 5,069 shares 5,069 $228K 0.03% +202 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: 480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares 460 $227K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: 1,879 shares 1,879 $227K 0.03% -71 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,525 shares; 2025Q1: 2,934 shares; 2025Q2: not reported; 2025Q3: 2,491 shares 2,491 $224K 0.03% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,545 shares; 2025Q3: 3,154 shares 3,154 $221K 0.03% -391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 388 shares 388 $220K 0.03% +14 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: 9,565 shares; 2024Q4: 8,653 shares; 2025Q1: 7,573 shares; 2025Q2: 5,389 shares; 2025Q3: 5,528 shares 5,528 $217K 0.03% +139 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: 6,034 shares; 2024Q4: 6,023 shares; 2025Q1: 6,343 shares; 2025Q2: 7,667 shares; 2025Q3: 5,485 shares 5,485 $215K 0.03% -2,182 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 3,240 shares; 2025Q1: 2,931 shares; 2025Q2: 3,241 shares; 2025Q3: 2,677 shares 2,677 $214K 0.03% -564 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,675 shares 2,675 $214K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 730 shares; 2025Q1: 876 shares; 2025Q2: 748 shares; 2025Q3: 660 shares 660 $213K 0.03% -88 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares 1,476 $209K 0.03% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares 911 $205K 0.03% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares 5,919 $205K 0.03% new Timeline VONG 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 1,694 shares 1,694 $204K 0.03% -414 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares 864 $204K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 781 shares; 2025Q3: 649 shares 649 $201K 0.03% -132 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: not reported; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares 11,675 $186K 0.02% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000 $182K 0.02% 0 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $182K 0.02% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $89K 0.01% 0 Timeline