MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458,515 shares 458,515 $112M 6.67% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,661 shares; 2024Q4: 27,780 shares; 2025Q1: 29,314 shares; 2025Q2: 25,940 shares; 2025Q3: 187,269 shares 187,269 $61.5M 3.66% +161,329 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: 6,514 shares; 2024Q4: 6,188 shares; 2025Q1: 5,756 shares; 2025Q2: 5,609 shares; 2025Q3: 319,945 shares 319,945 $46.6M 2.78% +314,336 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,800 shares; 2024Q4: 53,052 shares; 2025Q1: 65,871 shares; 2025Q2: 51,136 shares; 2025Q3: 1,990,424 shares 1,990,424 $46.3M 2.76% +1,939,288 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,999 shares; 2024Q4: 239,710 shares; 2025Q1: 244,066 shares; 2025Q2: 159,111 shares; 2025Q3: 164,496 shares 164,496 $41.9M 2.49% +5,385 Timeline SPBO 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: 1,123,541 shares; 2024Q4: 1,234,639 shares; 2025Q1: 1,375,404 shares; 2025Q2: 1,349,276 shares; 2025Q3: 1,404,577 shares 1,404,577 $41.6M 2.48% +55,301 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,715 shares; 2024Q4: 399,689 shares; 2025Q1: 445,895 shares; 2025Q2: 444,020 shares; 2025Q3: 478,003 shares 478,003 $37.4M 2.23% +33,983 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: 122,021 shares; 2024Q4: 122,975 shares; 2025Q1: 137,390 shares; 2025Q2: 71,869 shares; 2025Q3: 69,263 shares 69,263 $35.9M 2.14% -2,606 Timeline QGRO 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: 321,051 shares; 2024Q4: 305,844 shares; 2025Q1: 298,510 shares; 2025Q2: 296,786 shares; 2025Q3: 305,459 shares 305,459 $34.9M 2.08% +8,673 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: 354,309 shares; 2024Q4: 510,514 shares; 2025Q1: 577,281 shares; 2025Q2: 737,966 shares; 2025Q3: 774,793 shares 774,793 $32.6M 1.94% +36,827 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,165 shares 100,165 $29.4M 1.75% new 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: 293,122 shares; 2024Q4: 324,256 shares; 2025Q1: 370,414 shares; 2025Q2: 143,695 shares; 2025Q3: 151,042 shares 151,042 $28.2M 1.68% +7,347 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 11,440 shares; 2025Q1: 11,502 shares; 2025Q2: 11,321 shares; 2025Q3: 109,182 shares 109,182 $27.8M 1.65% +97,861 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: 196,811 shares; 2024Q4: 212,952 shares; 2025Q1: 221,453 shares; 2025Q2: 103,947 shares; 2025Q3: 106,898 shares 106,898 $23.5M 1.4% +2,951 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: 14,907 shares; 2024Q4: 13,406 shares; 2025Q1: 12,907 shares; 2025Q2: 16,546 shares; 2025Q3: 279,999 shares 279,999 $23.2M 1.38% +263,453 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: 147,294 shares; 2024Q4: 148,613 shares; 2025Q1: 174,406 shares; 2025Q2: 103,297 shares; 2025Q3: 94,316 shares 94,316 $22.9M 1.37% -8,981 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,158 shares; 2024Q4: 141,138 shares; 2025Q1: 132,352 shares; 2025Q2: 137,428 shares; 2025Q3: 382,410 shares 382,410 $22.9M 1.36% +244,982 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: 379,738 shares 379,738 $22.8M 1.36% +375,710 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,647 shares; 2024Q4: 220,767 shares; 2025Q1: 296,429 shares; 2025Q2: 333,313 shares; 2025Q3: 408,895 shares 408,895 $22.2M 1.32% +75,582 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: 346,855 shares; 2024Q4: 412,473 shares; 2025Q1: 440,362 shares; 2025Q2: 507,962 shares; 2025Q3: 515,899 shares 515,899 $22.1M 1.31% +7,937 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,014 shares; 2024Q4: 61,205 shares; 2025Q1: 63,920 shares; 2025Q2: 34,958 shares; 2025Q3: 33,786 shares 33,786 $16.2M 0.96% -1,172 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: 121,068 shares; 2024Q4: 118,525 shares; 2025Q1: 113,128 shares; 2025Q2: 108,552 shares; 2025Q3: 114,205 shares 114,205 $16.1M 0.96% +5,653 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: 89,100 shares; 2024Q4: 89,933 shares; 2025Q1: 90,497 shares; 2025Q2: 56,752 shares; 2025Q3: 50,722 shares 50,722 $16M 0.95% -6,030 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: 26,077 shares; 2024Q4: 38,841 shares; 2025Q1: 36,360 shares; 2025Q2: 33,934 shares; 2025Q3: 32,009 shares 32,009 $15M 0.89% -1,925 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,590 shares; 2024Q4: 16,738 shares; 2025Q1: 19,670 shares; 2025Q2: 15,617 shares; 2025Q3: 448,762 shares 448,762 $15M 0.89% +433,145 Timeline VYMI 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: 230,013 shares; 2024Q4: 220,282 shares; 2025Q1: 186,648 shares; 2025Q2: 178,108 shares; 2025Q3: 168,250 shares 168,250 $14.2M 0.85% -9,858 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: 143,356 shares; 2024Q4: 127,477 shares; 2025Q1: 138,439 shares; 2025Q2: 112,218 shares; 2025Q3: 117,924 shares 117,924 $14.2M 0.85% +5,706 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,113 shares 45,113 $13.9M 0.83% new Timeline VXF 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: 70,296 shares; 2024Q4: 73,168 shares; 2025Q1: 110,890 shares; 2025Q2: 56,008 shares; 2025Q3: 63,431 shares 63,431 $13.3M 0.79% +7,423 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: 45,405 shares; 2024Q4: 51,184 shares; 2025Q1: 56,338 shares; 2025Q2: 17,688 shares; 2025Q3: 17,978 shares 17,978 $13.2M 0.79% +290 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,701 shares 152,701 $12.8M 0.76% new Timeline CIBR 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: 159,454 shares; 2024Q4: 155,552 shares; 2025Q1: 158,266 shares; 2025Q2: 154,302 shares; 2025Q3: 162,856 shares 162,856 $12.4M 0.74% +8,554 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,234 shares; 2024Q4: 101,147 shares; 2025Q1: 117,535 shares; 2025Q2: 112,250 shares; 2025Q3: 116,218 shares 116,218 $11.4M 0.68% +3,968 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: 456,157 shares; 2024Q4: 436,233 shares; 2025Q1: 285,954 shares; 2025Q2: 257,217 shares; 2025Q3: 253,915 shares 253,915 $11.1M 0.66% -3,302 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: 413,453 shares; 2024Q4: 551,489 shares; 2025Q1: 549,088 shares; 2025Q2: 212,946 shares; 2025Q3: 205,330 shares 205,330 $10.9M 0.65% -7,616 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: 33,235 shares; 2024Q4: 34,172 shares; 2025Q1: 35,038 shares; 2025Q2: 26,726 shares; 2025Q3: 24,775 shares 24,775 $10M 0.6% -1,951 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,020 shares 196,020 $9.92M 0.59% new 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: 25,929 shares; 2024Q4: 26,041 shares; 2025Q1: 26,502 shares; 2025Q2: 19,750 shares; 2025Q3: 19,718 shares 19,718 $9.91M 0.59% -32 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: 63,431 shares; 2024Q4: 65,446 shares; 2025Q1: 67,003 shares; 2025Q2: 32,925 shares; 2025Q3: 29,879 shares 29,879 $9.86M 0.59% -3,046 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,356 shares; 2025Q1: 75,063 shares; 2025Q2: 114,516 shares; 2025Q3: 126,008 shares 126,008 $9.62M 0.57% +11,492 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: 20,323 shares; 2024Q4: 25,389 shares; 2025Q1: 176,492 shares; 2025Q2: 217,072 shares; 2025Q3: 187,751 shares 187,751 $9.44M 0.56% -29,321 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: 14,284 shares; 2024Q4: 13,133 shares; 2025Q1: 12,857 shares; 2025Q2: 12,608 shares; 2025Q3: 100,848 shares 100,848 $9.42M 0.56% +88,240 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: 39,868 shares; 2024Q4: 39,591 shares; 2025Q1: 38,308 shares; 2025Q2: 14,524 shares; 2025Q3: 13,962 shares 13,962 $9.3M 0.55% -562 Timeline SDVY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,908 shares; 2025Q3: 238,044 shares 238,044 $9.05M 0.54% +19,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,440 shares; 2025Q3: 74,070 shares 74,070 $8.85M 0.53% +71,630 Timeline MBB 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: 20,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,599 shares 91,599 $8.72M 0.52% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322,703 shares 322,703 $8.7M 0.52% new 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: 5,362 shares; 2024Q4: 5,409 shares; 2025Q1: 5,330 shares; 2025Q2: 4,448 shares; 2025Q3: 12,683 shares 12,683 $8.49M 0.51% +8,235 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: 154,513 shares; 2024Q4: 81,121 shares; 2025Q1: 71,974 shares; 2025Q2: 48,230 shares; 2025Q3: 45,474 shares 45,474 $8.3M 0.49% -2,756 Timeline COWZ 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: 302,356 shares; 2024Q4: 305,023 shares; 2025Q1: 155,587 shares; 2025Q2: 146,999 shares; 2025Q3: 143,702 shares 143,702 $8.26M 0.49% -3,297 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: 17,752 shares; 2024Q4: 19,591 shares; 2025Q1: 21,794 shares; 2025Q2: 5,194 shares; 2025Q3: 6,720 shares 6,720 $8.06M 0.48% +1,526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,247 shares 80,247 $7.99M 0.48% new Timeline MINT 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: 96,659 shares; 2024Q4: 69,348 shares; 2025Q1: 69,296 shares; 2025Q2: 80,838 shares; 2025Q3: 78,955 shares 78,955 $7.95M 0.47% -1,883 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: 56,209 shares; 2024Q4: 54,946 shares; 2025Q1: 62,994 shares; 2025Q2: 44,546 shares; 2025Q3: 42,539 shares 42,539 $7.89M 0.47% -2,007 Timeline SCHC 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: 158,543 shares; 2024Q4: 185,036 shares; 2025Q1: 6,140 shares; 2025Q2: 5,940 shares; 2025Q3: 170,330 shares 170,330 $7.75M 0.46% +164,390 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: 20,935 shares; 2024Q4: 21,106 shares; 2025Q1: 24,229 shares; 2025Q2: 23,022 shares; 2025Q3: 26,282 shares 26,282 $7.71M 0.46% +3,260 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: 92,798 shares; 2024Q4: 93,528 shares; 2025Q1: 120,632 shares; 2025Q2: 107,411 shares; 2025Q3: 108,615 shares 108,615 $7.43M 0.44% +1,204 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: 31,668 shares; 2024Q4: 34,513 shares; 2025Q1: 35,608 shares; 2025Q2: 43,968 shares; 2025Q3: 45,598 shares 45,598 $7.38M 0.44% +1,630 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: 4,821 shares; 2024Q4: 5,235 shares; 2025Q1: 5,009 shares; 2025Q2: 3,195 shares; 2025Q3: 5,069,374 shares 5,069,374 $7.17M +5,066,179 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 9,140 shares; 2024Q4: 10,097 shares; 2025Q1: 10,658 shares; 2025Q2: 8,829 shares; 2025Q3: 7,521 shares 7,521 $6.96M 0.41% -1,308 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: 69,052 shares; 2024Q4: 64,359 shares; 2025Q1: 65,585 shares; 2025Q2: 43,152 shares; 2025Q3: 42,310 shares 42,310 $6.5M 0.39% -842 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: 27,647 shares; 2024Q4: 27,861 shares; 2025Q1: 32,163 shares; 2025Q2: 25,392 shares; 2025Q3: 27,325 shares 27,325 $6.33M 0.38% +1,933 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,045 shares 56,045 $6.19M 0.37% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,511 shares 126,511 $6.13M 0.37% new 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: 67,217 shares; 2024Q4: 69,827 shares; 2025Q1: 65,970 shares; 2025Q2: 10,093 shares; 2025Q3: 13,642 shares 13,642 $6.07M 0.36% +3,549 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: 11,692 shares; 2024Q4: 26,554 shares; 2025Q1: 28,412 shares; 2025Q2: 24,215 shares; 2025Q3: 28,494 shares 28,494 $5.8M 0.35% +4,279 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: 29,897 shares; 2024Q4: 39,499 shares; 2025Q1: 43,153 shares; 2025Q2: 37,747 shares; 2025Q3: 36,690 shares 36,690 $5.7M 0.34% -1,057 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: 83,361 shares; 2024Q4: 91,194 shares; 2025Q1: 99,183 shares; 2025Q2: 51,650 shares; 2025Q3: 47,671 shares 47,671 $5.37M 0.32% -3,979 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: 6,345 shares; 2024Q4: 10,802 shares; 2025Q1: 43,306 shares; 2025Q2: 41,936 shares; 2025Q3: 31,130 shares 31,130 $5.24M 0.31% -10,806 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: 65,738 shares; 2024Q4: 68,681 shares; 2025Q1: 73,283 shares; 2025Q2: 16,009 shares; 2025Q3: 15,349 shares 15,349 $5.24M 0.31% -660 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,332 shares 101,332 $5.19M 0.31% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,728 shares; 2025Q3: 37,385 shares 37,385 $5.17M 0.31% +657 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,039 shares 193,039 $5.08M 0.3% new 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: 11,659 shares; 2024Q4: 11,469 shares; 2025Q1: 11,636 shares; 2025Q2: 11,061 shares; 2025Q3: 10,213 shares 10,213 $4.87M 0.29% -848 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: 70,322 shares; 2024Q4: 70,939 shares; 2025Q1: 75,165 shares; 2025Q2: 17,185 shares; 2025Q3: 19,496 shares 19,496 $4.75M 0.28% +2,311 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: 3,087 shares; 2024Q4: 3,316 shares; 2025Q1: 4,291 shares; 2025Q2: 36,909 shares; 2025Q3: 43,638 shares 43,638 $4.7M 0.28% +6,729 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: 37,152 shares; 2024Q4: 40,433 shares; 2025Q1: 55,095 shares; 2025Q2: 24,936 shares; 2025Q3: 28,002 shares 28,002 $4.66M 0.28% +3,066 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: 45,157 shares; 2024Q4: 42,526 shares; 2025Q1: 43,809 shares; 2025Q2: 40,290 shares; 2025Q3: 31,477 shares 31,477 $4.55M 0.27% -8,813 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: 21,542 shares; 2024Q4: 21,074 shares; 2025Q1: 20,072 shares; 2025Q2: 36,349 shares; 2025Q3: 36,014 shares 36,014 $4.35M 0.26% -335 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 4,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,683 shares 56,683 $4.12M 0.25% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,260 shares; 2024Q4: 173,078 shares; 2025Q1: 180,276 shares; 2025Q2: 173,031 shares; 2025Q3: 155,844 shares 155,844 $4.1M 0.24% -17,187 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: 20,921 shares; 2024Q4: 23,701 shares; 2025Q1: 20,926 shares; 2025Q2: 11,299 shares; 2025Q3: 11,662 shares 11,662 $4.03M 0.24% +363 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: 20,559 shares; 2024Q4: 17,952 shares; 2025Q1: 18,729 shares; 2025Q2: 17,212 shares; 2025Q3: 14,807 shares 14,807 $4M 0.24% -2,405 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: 26,730 shares; 2024Q4: 12,306 shares; 2025Q1: 11,256 shares; 2025Q2: 31,497 shares; 2025Q3: 28,254 shares 28,254 $3.93M 0.23% -3,243 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,571 shares 69,571 $3.76M 0.22% new 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: 20,160 shares; 2024Q4: 26,159 shares; 2025Q1: 29,191 shares; 2025Q2: 14,523 shares; 2025Q3: 13,445 shares 13,445 $3.75M 0.22% -1,078 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: 22,416 shares; 2024Q4: 33,356 shares; 2025Q1: 34,442 shares; 2025Q2: 19,296 shares; 2025Q3: 16,545 shares 16,545 $3.65M 0.22% -2,751 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,567 shares; 2024Q4: 83,534 shares; 2025Q1: 68,690 shares; 2025Q2: 65,319 shares; 2025Q3: 63,859 shares 63,859 $3.65M 0.22% -1,460 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: 3,611 shares; 2024Q4: 3,878 shares; 2025Q1: 4,224 shares; 2025Q2: 3,428 shares; 2025Q3: 6,014 shares 6,014 $3.61M 0.22% +2,586 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: 16,414 shares; 2024Q4: 19,333 shares; 2025Q1: 20,808 shares; 2025Q2: 16,730 shares; 2025Q3: 15,045 shares 15,045 $3.55M 0.21% -1,685 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: 34,380 shares; 2024Q4: 34,199 shares; 2025Q1: 32,780 shares; 2025Q2: 29,104 shares; 2025Q3: 26,431 shares 26,431 $3.54M 0.21% -2,673 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: 786 shares; 2024Q4: 785 shares; 2025Q1: 2,238 shares; 2025Q2: 1,554 shares; 2025Q3: 3,254 shares 3,254 $3.51M 0.21% +1,700 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: 7,137 shares; 2024Q4: 7,288 shares; 2025Q1: 8,124 shares; 2025Q2: 4,634 shares; 2025Q3: 6,086 shares 6,086 $3.46M 0.21% +1,452 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: 2,610 shares; 2024Q4: 2,584 shares; 2025Q1: 5,216 shares; 2025Q2: 18,325 shares; 2025Q3: 37,274 shares 37,274 $3.42M 0.2% +18,949 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: not reported; 2024Q4: not reported; 2025Q1: 15,340 shares; 2025Q2: 30,789 shares; 2025Q3: 37,150 shares 37,150 $3.38M 0.2% +6,361 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: 36,244 shares; 2024Q4: 34,314 shares; 2025Q1: 22,947 shares; 2025Q2: 26,483 shares; 2025Q3: 30,204 shares 30,204 $3.35M 0.2% +3,721 Timeline REZ 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: 115,114 shares; 2024Q4: 56,337 shares; 2025Q1: 45,341 shares; 2025Q2: 42,083 shares; 2025Q3: 39,447 shares 39,447 $3.35M 0.2% -2,636 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: 6,993 shares; 2024Q4: 12,111 shares; 2025Q1: 15,205 shares; 2025Q2: 13,160 shares; 2025Q3: 11,778 shares 11,778 $3.32M 0.2% -1,382 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,979 shares; 2024Q4: 7,875 shares; 2025Q1: 7,855 shares; 2025Q2: 8,959 shares; 2025Q3: 9,305 shares 9,305 $3.31M 0.2% +346 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: 14,493 shares; 2024Q4: 15,319 shares; 2025Q1: 15,027 shares; 2025Q2: 15,727 shares; 2025Q3: 15,712 shares 15,712 $3.2M 0.19% -15 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: 266 shares; 2024Q4: 264 shares; 2025Q1: 537 shares; 2025Q2: 292 shares; 2025Q3: 587 shares 587 $3.17M 0.19% +295 Timeline WCBR 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: 97,462 shares; 2024Q4: 96,169 shares; 2025Q1: 93,619 shares; 2025Q2: 90,437 shares; 2025Q3: 98,239 shares 98,239 $3.08M 0.18% +7,802 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: 12,397 shares; 2024Q4: 11,601 shares; 2025Q1: 13,157 shares; 2025Q2: 7,329 shares; 2025Q3: 6,340 shares 6,340 $3.07M 0.18% -989 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,831 shares; 2025Q1: 9,896 shares; 2025Q2: 9,492 shares; 2025Q3: 14,091 shares 14,091 $3.06M 0.18% +4,599 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: 29,365 shares; 2024Q4: 30,357 shares; 2025Q1: 26,584 shares; 2025Q2: 23,516 shares; 2025Q3: 21,276 shares 21,276 $2.99M 0.18% -2,240 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,824 shares; 2025Q2: 6,826 shares; 2025Q3: 8,556 shares 8,556 $2.97M 0.18% +1,730 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,540 shares; 2024Q4: 34,476 shares; 2025Q1: 18,908 shares; 2025Q2: 17,608 shares; 2025Q3: 30,375 shares 30,375 $2.93M 0.17% +12,767 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,045 shares; 2024Q4: 138,596 shares; 2025Q1: 106,158 shares; 2025Q2: 92,135 shares; 2025Q3: 92,684 shares 92,684 $2.93M 0.17% +549 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,174 shares; 2024Q4: 66,442 shares; 2025Q1: 64,773 shares; 2025Q2: 57,643 shares; 2025Q3: 57,483 shares 57,483 $2.92M 0.17% -160 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,174 shares 25,174 $2.87M 0.17% new 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: 12,330 shares; 2024Q4: 14,064 shares; 2025Q1: 14,881 shares; 2025Q2: 16,032 shares; 2025Q3: 32,930 shares 32,930 $2.78M 0.17% +16,898 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,994 shares; 2024Q4: 88,656 shares; 2025Q1: 94,228 shares; 2025Q2: 99,719 shares; 2025Q3: 93,107 shares 93,107 $2.76M 0.16% -6,612 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: 1,866 shares; 2024Q4: 1,883 shares; 2025Q1: 1,875 shares; 2025Q2: not reported; 2025Q3: 23,822 shares 23,822 $2.66M 0.16% new 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: 17,821 shares; 2024Q4: 27,129 shares; 2025Q1: 28,282 shares; 2025Q2: 29,016 shares; 2025Q3: 25,110 shares 25,110 $2.6M 0.16% -3,906 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: 1,449 shares; 2024Q4: 1,605 shares; 2025Q1: 17,671 shares; 2025Q2: 7,363 shares; 2025Q3: 11,820 shares 11,820 $2.59M 0.15% +4,457 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: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,204 shares; 2025Q3: 3,345 shares 3,345 $2.58M 0.15% +1,141 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,969 shares; 2025Q3: 15,403 shares 15,403 $2.58M 0.15% +2,434 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: 100,174 shares; 2024Q4: 80,666 shares; 2025Q1: 83,470 shares; 2025Q2: 79,628 shares; 2025Q3: 72,207 shares 72,207 $2.56M 0.15% -7,421 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: 20,212 shares; 2024Q4: 21,422 shares; 2025Q1: 17,490 shares; 2025Q2: 16,362 shares; 2025Q3: 13,062 shares 13,062 $2.56M 0.15% -3,300 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,244 shares; 2024Q4: 75,619 shares; 2025Q1: 83,572 shares; 2025Q2: 19,604 shares; 2025Q3: 17,134 shares 17,134 $2.55M 0.15% -2,470 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: 19,507 shares; 2024Q4: 18,826 shares; 2025Q1: 19,079 shares; 2025Q2: 16,021 shares; 2025Q3: 15,322 shares 15,322 $2.49M 0.15% -699 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: 16,638 shares; 2024Q4: 21,057 shares; 2025Q1: 21,576 shares; 2025Q2: 20,047 shares; 2025Q3: 18,059 shares 18,059 $2.46M 0.15% -1,988 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: 42,267 shares; 2024Q4: 39,670 shares; 2025Q1: 45,651 shares; 2025Q2: 22,536 shares; 2025Q3: 29,217 shares 29,217 $2.45M 0.15% +6,681 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 11,809 shares; 2025Q1: 12,796 shares; 2025Q2: 12,917 shares; 2025Q3: 12,772 shares 12,772 $2.42M 0.14% -145 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,044 shares; 2025Q1: 55,375 shares; 2025Q2: 57,595 shares; 2025Q3: 50,251 shares 50,251 $2.37M 0.14% -7,344 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: 15,762 shares; 2024Q4: 15,553 shares; 2025Q1: 19,656 shares; 2025Q2: 17,724 shares; 2025Q3: 17,255 shares 17,255 $2.34M 0.14% -469 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: 27,351 shares; 2024Q4: 25,276 shares; 2025Q1: 22,162 shares; 2025Q2: 21,536 shares; 2025Q3: 21,859 shares 21,859 $2.33M 0.14% +323 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: 8,075 shares; 2024Q4: 8,099 shares; 2025Q1: 8,381 shares; 2025Q2: 7,244 shares; 2025Q3: 7,568 shares 7,568 $2.3M 0.14% +324 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,930 shares 50,930 $2.26M 0.13% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 7,489 shares; 2025Q2: 4,933 shares; 2025Q3: 7,107 shares 7,107 $2.23M 0.13% +2,174 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: 32,974 shares; 2024Q4: 33,073 shares; 2025Q1: 36,782 shares; 2025Q2: 18,530 shares; 2025Q3: 21,597 shares 21,597 $2.23M 0.13% +3,067 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: 4,137 shares; 2024Q4: 4,461 shares; 2025Q1: 5,357 shares; 2025Q2: 4,581 shares; 2025Q3: 4,373 shares 4,373 $2.18M 0.13% -208 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 2,039 shares; 2025Q1: 3,802 shares; 2025Q2: 4,431 shares; 2025Q3: 5,054 shares 5,054 $2.18M 0.13% +623 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: 9,363 shares; 2024Q4: 9,748 shares; 2025Q1: 10,667 shares; 2025Q2: 8,568 shares; 2025Q3: 7,684 shares 7,684 $2.17M 0.13% -884 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: 11,935 shares; 2024Q4: 12,059 shares; 2025Q1: 12,815 shares; 2025Q2: 10,441 shares; 2025Q3: 10,411 shares 10,411 $2.13M 0.13% -30 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 8,025 shares; 2025Q1: 8,629 shares; 2025Q2: 10,818 shares; 2025Q3: 31,769 shares 31,769 $2.09M 0.12% +20,951 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: 8,075 shares; 2024Q4: 8,345 shares; 2025Q1: 9,022 shares; 2025Q2: 6,350 shares; 2025Q3: 6,205 shares 6,205 $2.06M 0.12% -145 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,165 shares; 2025Q2: 13,530 shares; 2025Q3: 14,422 shares 14,422 $2.05M 0.12% +892 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,978 shares; 2025Q2: 5,653 shares; 2025Q3: 9,539 shares 9,539 $2.04M 0.12% +3,886 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: not reported; 2025Q1: 13,220 shares; 2025Q2: 13,255 shares; 2025Q3: 24,239 shares 24,239 $2.04M 0.12% +10,984 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 8,240 shares; 2025Q1: 8,297 shares; 2025Q2: 11,689 shares; 2025Q3: 10,842 shares 10,842 $2.02M 0.12% -847 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: 23,037 shares; 2024Q4: 23,371 shares; 2025Q1: 24,954 shares; 2025Q2: 3,925 shares; 2025Q3: 6,300 shares 6,300 $2M 0.12% +2,375 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,942 shares; 2025Q1: 4,235 shares; 2025Q2: 2,576 shares; 2025Q3: 2,611 shares 2,611 $1.99M 0.12% +35 Timeline IXUS 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: 23,462 shares; 2024Q4: 23,462 shares; 2025Q1: 23,462 shares; 2025Q2: 23,462 shares; 2025Q3: 24,118 shares 24,118 $1.99M 0.12% +656 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,373 shares; 2024Q4: 21,861 shares; 2025Q1: 22,704 shares; 2025Q2: 22,437 shares; 2025Q3: 19,716 shares 19,716 $1.98M 0.12% -2,721 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,113 shares; 2025Q2: 4,981 shares; 2025Q3: 9,755 shares 9,755 $1.97M 0.12% +4,774 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: 5,935 shares; 2024Q4: 5,727 shares; 2025Q1: 6,699 shares; 2025Q2: 4,411 shares; 2025Q3: 5,550 shares 5,550 $1.96M 0.12% +1,139 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,811 shares; 2025Q2: 7,877 shares; 2025Q3: 16,487 shares 16,487 $1.95M 0.12% +8,610 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: 11,131 shares; 2024Q4: 11,735 shares; 2025Q1: 11,270 shares; 2025Q2: 8,850 shares; 2025Q3: 7,914 shares 7,914 $1.95M 0.12% -936 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: 2,365 shares; 2024Q4: 3,349 shares; 2025Q1: 4,879 shares; 2025Q2: 2,777 shares; 2025Q3: 3,181 shares 3,181 $1.95M 0.12% +404 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,814 shares; 2025Q2: 3,752 shares; 2025Q3: 6,002 shares 6,002 $1.94M 0.12% +2,250 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,453 shares 13,453 $1.92M 0.11% new 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: 15,107 shares; 2025Q1: 17,159 shares; 2025Q2: 11,927 shares; 2025Q3: 14,270 shares 14,270 $1.91M 0.11% +2,343 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: 41,188 shares; 2024Q4: 33,785 shares; 2025Q1: 52,564 shares; 2025Q2: 41,971 shares; 2025Q3: 43,347 shares 43,347 $1.91M 0.11% +1,376 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: 538 shares; 2024Q4: 526 shares; 2025Q1: 2,530 shares; 2025Q2: 2,432 shares; 2025Q3: 4,152 shares 4,152 $1.9M 0.11% +1,720 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: 16,822 shares; 2024Q4: 16,269 shares; 2025Q1: 24,473 shares; 2025Q2: 40,925 shares; 2025Q3: 41,466 shares 41,466 $1.9M 0.11% +541 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: 30,865 shares; 2024Q4: 32,117 shares; 2025Q1: 34,727 shares; 2025Q2: 8,916 shares; 2025Q3: 7,901 shares 7,901 $1.87M 0.11% -1,015 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: 35,445 shares; 2024Q4: 67,045 shares; 2025Q1: 75,187 shares; 2025Q2: 62,864 shares; 2025Q3: 64,717 shares 64,717 $1.83M 0.11% +1,853 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: 91,436 shares; 2024Q4: 95,004 shares; 2025Q1: 97,525 shares; 2025Q2: 7,562 shares; 2025Q3: 6,420 shares 6,420 $1.81M 0.11% -1,142 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: 7,568 shares; 2024Q4: 7,677 shares; 2025Q1: 7,744 shares; 2025Q2: 5,855 shares; 2025Q3: 5,226 shares 5,226 $1.78M 0.11% -629 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,326 shares; 2025Q1: 6,492 shares; 2025Q2: 3,906 shares; 2025Q3: 3,888 shares 3,888 $1.78M 0.11% -18 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: 4,814 shares; 2024Q4: 4,884 shares; 2025Q1: 4,644 shares; 2025Q2: 4,628 shares; 2025Q3: 4,719 shares 4,719 $1.77M 0.11% +91 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: 8,991 shares; 2025Q1: 8,928 shares; 2025Q2: 8,923 shares; 2025Q3: 8,539 shares 8,539 $1.76M 0.11% -384 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: not reported; 2025Q3: 17,430 shares 17,430 $1.76M 0.1% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,982 shares 20,982 $1.69M 0.1% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 22,917 shares; 2025Q1: 4,362 shares; 2025Q2: 4,827 shares; 2025Q3: 4,612 shares 4,612 $1.69M 0.1% -215 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 22,876 shares; 2025Q2: 14,569 shares; 2025Q3: 20,434 shares 20,434 $1.67M 0.1% +5,865 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: 14,690 shares; 2024Q4: 14,538 shares; 2025Q1: 12,700 shares; 2025Q2: 9,864 shares; 2025Q3: 10,325 shares 10,325 $1.64M 0.1% +461 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: 6,083 shares; 2024Q4: 6,071 shares; 2025Q1: 5,508 shares; 2025Q2: 4,724 shares; 2025Q3: 4,058 shares 4,058 $1.63M 0.1% -666 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: 33,970 shares; 2024Q4: 35,374 shares; 2025Q1: 36,981 shares; 2025Q2: 8,979 shares; 2025Q3: 9,704 shares 9,704 $1.62M 0.1% +725 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: 17,237 shares; 2024Q4: 18,660 shares; 2025Q1: 28,423 shares; 2025Q2: 26,894 shares; 2025Q3: 35,801 shares 35,801 $1.61M 0.1% +8,907 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 5,604 shares; 2025Q2: 14,064 shares; 2025Q3: 21,315 shares 21,315 $1.61M 0.1% +7,251 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 745 shares; 2025Q1: 1,313 shares; 2025Q2: 567 shares; 2025Q3: 1,072 shares 1,072 $1.6M 0.1% +505 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 19,350 shares; 2025Q1: 19,319 shares; 2025Q2: 19,220 shares; 2025Q3: 19,223 shares 19,223 $1.6M 0.1% +3 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,740 shares; 2024Q4: 41,719 shares; 2025Q1: 60,079 shares; 2025Q2: 22,826 shares; 2025Q3: 23,792 shares 23,792 $1.6M 0.1% +966 Timeline MGV 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: 11,489 shares; 2024Q4: 12,211 shares; 2025Q1: 11,902 shares; 2025Q2: 13,000 shares; 2025Q3: 11,528 shares 11,528 $1.59M 0.09% -1,472 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 14,531 shares; 2025Q1: 15,775 shares; 2025Q2: 14,611 shares; 2025Q3: 13,898 shares 13,898 $1.55M 0.09% -713 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: 9,210 shares; 2024Q4: 19,133 shares; 2025Q1: 45,114 shares; 2025Q2: 7,929 shares; 2025Q3: 23,595 shares 23,595 $1.54M 0.09% +15,666 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: 5,812 shares; 2024Q4: 6,192 shares; 2025Q1: 6,558 shares; 2025Q2: 3,692 shares; 2025Q3: 3,070 shares 3,070 $1.51M 0.09% -622 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: 26,772 shares; 2024Q4: 28,617 shares; 2025Q1: 28,637 shares; 2025Q2: 23,465 shares; 2025Q3: 18,686 shares 18,686 $1.51M 0.09% -4,779 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: 10,937 shares; 2025Q2: not reported; 2025Q3: 9,526 shares 9,526 $1.5M 0.09% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,147 shares; 2024Q4: 55,571 shares; 2025Q1: 78,591 shares; 2025Q2: 58,696 shares; 2025Q3: 58,663 shares 58,663 $1.49M 0.09% -33 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 14,495 shares; 2025Q1: 19,737 shares; 2025Q2: 5,889 shares; 2025Q3: 9,653 shares 9,653 $1.47M 0.09% +3,764 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,402 shares; 2024Q4: 19,197 shares; 2025Q1: 15,670 shares; 2025Q2: 12,084 shares; 2025Q3: 15,387 shares 15,387 $1.47M 0.09% +3,303 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: 10,634 shares; 2024Q4: 10,630 shares; 2025Q1: 8,271 shares; 2025Q2: 5,433 shares; 2025Q3: 5,824 shares 5,824 $1.46M 0.09% +391 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: 1,485 shares; 2024Q4: not reported; 2025Q1: 6,606 shares; 2025Q2: 5,667 shares; 2025Q3: 8,583 shares 8,583 $1.46M 0.09% +2,916 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,513 shares; 2025Q1: 32,040 shares; 2025Q2: 22,076 shares; 2025Q3: 22,312 shares 22,312 $1.45M 0.09% +236 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: 6,202 shares; 2024Q4: 6,602 shares; 2025Q1: 6,592 shares; 2025Q2: 5,539 shares; 2025Q3: 5,096 shares 5,096 $1.44M 0.09% -443 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: 30,003 shares; 2024Q4: 27,130 shares; 2025Q1: 26,524 shares; 2025Q2: 24,633 shares; 2025Q3: 22,857 shares 22,857 $1.43M 0.09% -1,776 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,961 shares 9,961 $1.41M 0.08% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 3,147 shares; 2025Q1: 3,071 shares; 2025Q2: 2,334 shares; 2025Q3: 2,064 shares 2,064 $1.41M 0.08% -270 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: 2,001 shares; 2024Q4: 2,095 shares; 2025Q1: 2,203 shares; 2025Q2: 1,523 shares; 2025Q3: 1,516 shares 1,516 $1.4M 0.08% -7 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,208 shares; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: 6,685 shares 6,685 $1.39M 0.08% +3,045 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: 54,570 shares; 2024Q4: 45,058 shares; 2025Q1: 59,726 shares; 2025Q2: 7,298 shares; 2025Q3: 6,441 shares 6,441 $1.39M 0.08% -857 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: 4,121 shares; 2024Q4: 4,163 shares; 2025Q1: 13,566 shares; 2025Q2: 11,581 shares; 2025Q3: 17,184 shares 17,184 $1.37M 0.08% +5,603 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,883 shares; 2024Q4: 17,309 shares; 2025Q1: 17,235 shares; 2025Q2: 10,720 shares; 2025Q3: 13,051 shares 13,051 $1.37M 0.08% +2,331 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,486 shares; 2024Q4: 50,172 shares; 2025Q1: 49,186 shares; 2025Q2: 46,207 shares; 2025Q3: 46,207 shares 46,207 $1.37M 0.08% 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: 2,178 shares; 2024Q4: 2,168 shares; 2025Q1: 8,528 shares; 2025Q2: 8,467 shares; 2025Q3: 14,945 shares 14,945 $1.37M 0.08% +6,478 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: 9,412 shares; 2024Q4: 13,133 shares; 2025Q1: 15,502 shares; 2025Q2: 6,592 shares; 2025Q3: 7,409 shares 7,409 $1.36M 0.08% +817 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: 3,889 shares; 2024Q4: 4,192 shares; 2025Q1: 6,414 shares; 2025Q2: 4,115 shares; 2025Q3: 11,432 shares 11,432 $1.36M 0.08% +7,317 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,109 shares; 2024Q4: 60,245 shares; 2025Q1: 62,322 shares; 2025Q2: 61,712 shares; 2025Q3: 53,850 shares 53,850 $1.33M 0.08% -7,862 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 1,926 shares; 2025Q1: 8,185 shares; 2025Q2: 8,129 shares; 2025Q3: 11,810 shares 11,810 $1.32M 0.08% +3,681 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: 15,010 shares; 2024Q4: 14,635 shares; 2025Q1: 18,598 shares; 2025Q2: 4,428 shares; 2025Q3: 3,345 shares 3,345 $1.31M 0.08% -1,083 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: 15,979 shares; 2024Q4: 18,838 shares; 2025Q1: 19,322 shares; 2025Q2: 14,206 shares; 2025Q3: 13,830 shares 13,830 $1.31M 0.08% -376 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: 20,049 shares; 2024Q4: 23,586 shares; 2025Q1: 25,132 shares; 2025Q2: 5,814 shares; 2025Q3: 5,480 shares 5,480 $1.3M 0.08% -334 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: 9,159 shares; 2024Q4: 9,392 shares; 2025Q1: 11,750 shares; 2025Q2: 4,394 shares; 2025Q3: 4,738 shares 4,738 $1.29M 0.08% +344 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: 100,285 shares; 2024Q4: 104,548 shares; 2025Q1: 115,944 shares; 2025Q2: 21,238 shares; 2025Q3: 19,153 shares 19,153 $1.29M 0.08% -2,085 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: 17,032 shares; 2024Q4: 17,777 shares; 2025Q1: 18,718 shares; 2025Q2: 2,502 shares; 2025Q3: 4,554 shares 4,554 $1.27M 0.08% +2,052 Timeline FOXA FOX CORP More: the full row for FOX 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: 12,325 shares; 2025Q2: 12,054 shares; 2025Q3: 19,900 shares 19,900 $1.25M 0.07% +7,846 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,929 shares; 2025Q3: 33,181 shares 33,181 $1.23M 0.07% +11,252 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: 158,177 shares; 2024Q4: 139,986 shares; 2025Q1: 169,883 shares; 2025Q2: 39,007 shares; 2025Q3: 38,780 shares 38,780 $1.22M 0.07% -227 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,131 shares; 2025Q2: 26,173 shares; 2025Q3: 44,529 shares 44,529 $1.21M 0.07% +18,356 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: 619 shares; 2024Q4: not reported; 2025Q1: 3,438 shares; 2025Q2: 2,929 shares; 2025Q3: 4,140 shares 4,140 $1.19M 0.07% +1,211 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 12,475 shares; 2025Q1: 14,702 shares; 2025Q2: 14,702 shares; 2025Q3: 14,702 shares 14,702 $1.19M 0.07% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,099 shares; 2024Q4: 16,137 shares; 2025Q1: 18,659 shares; 2025Q2: 6,470 shares; 2025Q3: 6,160 shares 6,160 $1.19M 0.07% -310 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,161 shares 7,161 $1.19M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 13,542 shares; 2025Q3: 14,171 shares 14,171 $1.17M 0.07% +629 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 20,160 shares; 2025Q1: 20,160 shares; 2025Q2: 20,547 shares; 2025Q3: 20,423 shares 20,423 $1.17M 0.07% -124 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: 13,425 shares; 2024Q4: 13,799 shares; 2025Q1: 7,713 shares; 2025Q2: 5,338 shares; 2025Q3: 5,505 shares 5,505 $1.16M 0.07% +167 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,982 shares; 2024Q4: 30,700 shares; 2025Q1: 31,341 shares; 2025Q2: 33,775 shares; 2025Q3: 33,906 shares 33,906 $1.16M 0.07% +131 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: 14,237 shares; 2024Q4: 13,452 shares; 2025Q1: 12,132 shares; 2025Q2: 11,915 shares; 2025Q3: 11,540 shares 11,540 $1.16M 0.07% -375 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 17,170 shares; 2025Q1: 17,652 shares; 2025Q2: 17,575 shares; 2025Q3: 21,547 shares 21,547 $1.15M 0.07% +3,972 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,719 shares; 2024Q4: 4,085 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,318 shares 23,318 $1.15M 0.07% new Timeline MAS MASCO CORP More: the full row for MASCO 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: 9,071 shares; 2025Q2: 8,817 shares; 2025Q3: 15,976 shares 15,976 $1.12M 0.07% +7,159 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 3,166 shares; 2025Q1: 3,536 shares; 2025Q2: 2,436 shares; 2025Q3: 2,300 shares 2,300 $1.12M 0.07% -136 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: 19,164 shares; 2024Q4: 19,579 shares; 2025Q1: 19,431 shares; 2025Q2: 17,154 shares; 2025Q3: 17,040 shares 17,040 $1.11M 0.07% -114 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,943 shares; 2025Q1: 3,127 shares; 2025Q2: 3,029 shares; 2025Q3: 2,690 shares 2,690 $1.09M 0.06% -339 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC 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: 11,208 shares; 2025Q2: 10,528 shares; 2025Q3: 16,029 shares 16,029 $1.08M 0.06% +5,501 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 494 shares; 2025Q3: 877 shares 877 $1.08M 0.06% +383 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: 4,706 shares; 2024Q4: 4,701 shares; 2025Q1: 8,391 shares; 2025Q2: 5,127 shares; 2025Q3: 6,232 shares 6,232 $1.06M 0.06% +1,105 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 15,296 shares; 2025Q1: 14,110 shares; 2025Q2: 14,657 shares; 2025Q3: 14,777 shares 14,777 $1.05M 0.06% +120 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: 11,067 shares; 2024Q4: 11,066 shares; 2025Q1: 12,186 shares; 2025Q2: 13,223 shares; 2025Q3: 11,784 shares 11,784 $1.05M 0.06% -1,439 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: 9,863 shares; 2024Q4: 9,550 shares; 2025Q1: 8,905 shares; 2025Q2: 9,505 shares; 2025Q3: 8,376 shares 8,376 $1.04M 0.06% -1,129 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,025 shares 14,025 $1.03M 0.06% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: not reported; 2025Q1: 7,344 shares; 2025Q2: 6,015 shares; 2025Q3: 7,981 shares 7,981 $992K 0.06% +1,966 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: 75,288 shares; 2024Q4: 73,969 shares; 2025Q1: 77,285 shares; 2025Q2: 8,777 shares; 2025Q3: 8,609 shares 8,609 $986K 0.06% -168 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: 2,499 shares; 2024Q4: 2,552 shares; 2025Q1: 2,611 shares; 2025Q2: 2,110 shares; 2025Q3: 2,574 shares 2,574 $951K 0.06% +464 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,653 shares; 2025Q1: 5,482 shares; 2025Q2: 4,764 shares; 2025Q3: 7,726 shares 7,726 $938K 0.06% +2,962 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: 8,239 shares; 2024Q4: 8,359 shares; 2025Q1: 8,590 shares; 2025Q2: 3,948 shares; 2025Q3: 3,245 shares 3,245 $937K 0.06% -703 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,649 shares; 2024Q4: 55,471 shares; 2025Q1: 77,227 shares; 2025Q2: 18,473 shares; 2025Q3: 16,871 shares 16,871 $936K 0.06% -1,602 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: 4,544 shares; 2024Q4: 4,520 shares; 2025Q1: 4,455 shares; 2025Q2: 4,263 shares; 2025Q3: 4,565 shares 4,565 $902K 0.05% +302 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 16,358 shares; 2025Q2: 31,409 shares; 2025Q3: 19,602 shares 19,602 $887K 0.05% -11,807 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: 830 shares; 2024Q4: 914 shares; 2025Q1: 1,226 shares; 2025Q2: 905 shares; 2025Q3: 1,111 shares 1,111 $885K 0.05% +206 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: 56,819 shares; 2024Q4: 59,982 shares; 2025Q1: 74,151 shares; 2025Q2: 9,674 shares; 2025Q3: 9,557 shares 9,557 $860K 0.05% -117 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: 15,108 shares; 2025Q2: 14,724 shares; 2025Q3: 14,394 shares 14,394 $860K 0.05% -330 Timeline XYLD 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 21,901 shares 21,901 $860K 0.05% +1,901 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 5,658 shares; 2025Q1: 8,951 shares; 2025Q2: 7,331 shares; 2025Q3: 7,508 shares 7,508 $860K 0.05% +177 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: 65,931 shares; 2024Q4: 70,839 shares; 2025Q1: 77,373 shares; 2025Q2: 17,580 shares; 2025Q3: 12,954 shares 12,954 $859K 0.05% -4,626 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,615 shares 3,615 $831K 0.05% new 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: 20,856 shares; 2024Q4: 20,269 shares; 2025Q1: 27,214 shares; 2025Q2: 17,599 shares; 2025Q3: 17,147 shares 17,147 $829K 0.05% -452 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: 12,975 shares; 2024Q4: 12,617 shares; 2025Q1: 13,409 shares; 2025Q2: 9,387 shares; 2025Q3: 10,746 shares 10,746 $811K 0.05% +1,359 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: 43,085 shares; 2024Q4: 32,564 shares; 2025Q1: 32,873 shares; 2025Q2: 6,086 shares; 2025Q3: 6,047 shares 6,047 $806K 0.05% -39 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,586 shares; 2025Q2: 1,820 shares; 2025Q3: 2,767 shares 2,767 $797K 0.05% +947 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 4,198 shares; 2025Q1: 5,048 shares; 2025Q2: 5,510 shares; 2025Q3: 5,781 shares 5,781 $797K 0.05% +271 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 16,932 shares; 2025Q3: 18,528 shares 18,528 $785K 0.05% +1,596 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 8,214 shares; 2025Q1: 8,781 shares; 2025Q2: 8,079 shares; 2025Q3: 7,491 shares 7,491 $783K 0.05% -588 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,307 shares; 2025Q1: 3,335 shares; 2025Q2: 3,025 shares; 2025Q3: 3,197 shares 3,197 $774K 0.05% +172 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,429 shares 20,429 $772K 0.05% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 5,662 shares; 2025Q1: 6,943 shares; 2025Q2: 8,864 shares; 2025Q3: 8,829 shares 8,829 $771K 0.05% -35 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: 10,854 shares; 2024Q4: 10,641 shares; 2025Q1: 9,849 shares; 2025Q2: 8,896 shares; 2025Q3: 8,123 shares 8,123 $770K 0.05% -773 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: 763 shares; 2024Q4: 780 shares; 2025Q1: 926 shares; 2025Q2: 497 shares; 2025Q3: 794 shares 794 $769K 0.05% +297 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,788 shares; 2024Q4: 18,672 shares; 2025Q1: 20,783 shares; 2025Q2: 11,466 shares; 2025Q3: 9,960 shares 9,960 $763K 0.05% -1,506 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: 2,903 shares; 2024Q4: 14,133 shares; 2025Q1: 14,371 shares; 2025Q2: 13,320 shares; 2025Q3: 13,415 shares 13,415 $763K 0.05% +95 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: 6,326 shares; 2024Q4: 7,177 shares; 2025Q1: 9,539 shares; 2025Q2: 5,786 shares; 2025Q3: 7,787 shares 7,787 $763K 0.05% +2,001 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: 97,624 shares; 2024Q4: 58,042 shares; 2025Q1: 77,040 shares; 2025Q2: 15,757 shares; 2025Q3: 14,640 shares 14,640 $755K 0.04% -1,117 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares 1,050 $754K 0.04% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.04% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 6,924 shares; 2025Q1: 6,922 shares; 2025Q2: 8,950 shares; 2025Q3: 9,010 shares 9,010 $736K 0.04% +60 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: 3,777 shares; 2024Q4: 4,437 shares; 2025Q1: 5,058 shares; 2025Q2: 4,045 shares; 2025Q3: 4,532 shares 4,532 $733K 0.04% +487 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,549 shares 9,549 $733K 0.04% new 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: 12,657 shares; 2024Q4: 12,511 shares; 2025Q1: 12,408 shares; 2025Q2: 3,470 shares; 2025Q3: 4,228 shares 4,228 $722K 0.04% +758 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: 5,366 shares; 2024Q4: 4,379 shares; 2025Q1: 4,068 shares; 2025Q2: 4,313 shares; 2025Q3: 6,705 shares 6,705 $716K 0.04% +2,392 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 1,389 shares; 2025Q1: 1,529 shares; 2025Q2: 1,528 shares; 2025Q3: 1,434 shares 1,434 $715K 0.04% -94 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,403 shares; 2025Q1: 1,432 shares; 2025Q2: 381 shares; 2025Q3: 371 shares 371 $709K 0.04% -10 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: not reported; 2025Q1: 6,170 shares; 2025Q2: 7,288 shares; 2025Q3: 9,418 shares 9,418 $700K 0.04% +2,130 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,802 shares; 2024Q4: 9,617 shares; 2025Q1: 9,235 shares; 2025Q2: 8,754 shares; 2025Q3: 8,288 shares 8,288 $692K 0.04% -466 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,537 shares 24,537 $685K 0.04% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,416 shares; 2025Q1: 7,984 shares; 2025Q2: 7,869 shares; 2025Q3: 8,192 shares 8,192 $682K 0.04% +323 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,839 shares; 2024Q4: 16,876 shares; 2025Q1: 19,198 shares; 2025Q2: 2,524 shares; 2025Q3: 2,267 shares 2,267 $675K 0.04% -257 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: 1,970 shares; 2024Q4: 2,251 shares; 2025Q1: 2,992 shares; 2025Q2: 1,729 shares; 2025Q3: 2,230 shares 2,230 $671K 0.04% +501 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: 5,934 shares; 2024Q4: 5,757 shares; 2025Q1: 14,052 shares; 2025Q2: 9,643 shares; 2025Q3: 9,948 shares 9,948 $671K 0.04% +305 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,087 shares; 2025Q1: not reported; 2025Q2: 8,838 shares; 2025Q3: 7,938 shares 7,938 $665K 0.04% -900 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,052 shares; 2025Q1: 1,945 shares; 2025Q2: 2,121 shares; 2025Q3: 2,019 shares 2,019 $664K 0.04% -102 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: 151,217 shares; 2024Q4: 97,729 shares; 2025Q1: 97,188 shares; 2025Q2: 13,665 shares; 2025Q3: 10,466 shares 10,466 $663K 0.04% -3,199 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: 49,762 shares; 2024Q4: 10,464 shares; 2025Q1: 12,176 shares; 2025Q2: 6,654 shares; 2025Q3: 6,525 shares 6,525 $662K 0.04% -129 Timeline BOND 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: 9,547 shares; 2024Q4: 9,175 shares; 2025Q1: 5,525 shares; 2025Q2: 6,993 shares; 2025Q3: 7,014 shares 7,014 $655K 0.04% +21 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: 1,354 shares; 2024Q4: 3,466 shares; 2025Q1: 4,547 shares; 2025Q2: 3,243 shares; 2025Q3: 3,350 shares 3,350 $652K 0.04% +107 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,709 shares; 2025Q1: 1,722 shares; 2025Q2: 1,648 shares; 2025Q3: 1,842 shares 1,842 $644K 0.04% +194 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 4,984 shares; 2025Q2: 4,320 shares; 2025Q3: 6,050 shares 6,050 $631K 0.04% +1,730 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,194 shares; 2025Q1: 1,206 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares 1,112 $629K 0.04% 0 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: 15,451 shares; 2024Q4: 12,481 shares; 2025Q1: 12,446 shares; 2025Q2: 12,417 shares; 2025Q3: 12,419 shares 12,419 $622K 0.04% +2 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,557 shares; 2025Q1: 8,014 shares; 2025Q2: 8,111 shares; 2025Q3: 8,335 shares 8,335 $620K 0.04% +224 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: 10,432 shares; 2024Q4: 10,560 shares; 2025Q1: 11,694 shares; 2025Q2: 9,167 shares; 2025Q3: 9,267 shares 9,267 $612K 0.04% +100 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: 1,386 shares; 2024Q4: 1,376 shares; 2025Q1: 1,457 shares; 2025Q2: 1,423 shares; 2025Q3: 1,427 shares 1,427 $603K 0.04% +4 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,297 shares; 2024Q4: 17,297 shares; 2025Q1: 16,397 shares; 2025Q2: 16,397 shares; 2025Q3: 16,397 shares 16,397 $602K 0.04% 0 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: 1,785 shares; 2024Q4: 1,937 shares; 2025Q1: 2,122 shares; 2025Q2: 690 shares; 2025Q3: 1,221 shares 1,221 $599K 0.04% +531 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 7,676 shares; 2025Q1: 8,614 shares; 2025Q2: 8,189 shares; 2025Q3: 5,301 shares 5,301 $596K 0.04% -2,888 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,772 shares; 2024Q4: 23,244 shares; 2025Q1: 19,571 shares; 2025Q2: 16,562 shares; 2025Q3: 17,746 shares 17,746 $595K 0.04% +1,184 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 4,346 shares; 2025Q1: 4,758 shares; 2025Q2: 4,291 shares; 2025Q3: 4,257 shares 4,257 $582K 0.03% -34 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: 5,494 shares; 2024Q4: 5,519 shares; 2025Q1: 10,210 shares; 2025Q2: 10,079 shares; 2025Q3: 4,470 shares 4,470 $567K 0.03% -5,609 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: not reported; 2024Q4: not reported; 2025Q1: 5,951 shares; 2025Q2: 1,132 shares; 2025Q3: 1,806 shares 1,806 $565K 0.03% +674 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 18,914 shares; 2025Q2: 17,803 shares; 2025Q3: 22,335 shares 22,335 $553K 0.03% +4,532 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 3,125 shares; 2025Q1: 6,837 shares; 2025Q2: 6,274 shares; 2025Q3: 6,597 shares 6,597 $550K 0.03% +323 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: 3,171 shares; 2024Q4: 2,996 shares; 2025Q1: 2,134 shares; 2025Q2: 1,698 shares; 2025Q3: 1,579 shares 1,579 $547K 0.03% -119 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,005 shares; 2024Q4: 63,704 shares; 2025Q1: 60,454 shares; 2025Q2: 47,613 shares; 2025Q3: 39,584 shares 39,584 $546K 0.03% -8,029 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: 38,924 shares; 2024Q4: 38,020 shares; 2025Q1: 43,048 shares; 2025Q2: 6,576 shares; 2025Q3: 6,444 shares 6,444 $545K 0.03% -132 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,638 shares; 2025Q3: 9,222 shares 9,222 $543K 0.03% +1,584 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,415 shares; 2024Q4: 35,602 shares; 2025Q1: 38,420 shares; 2025Q2: 6,778 shares; 2025Q3: 6,281 shares 6,281 $533K 0.03% -497 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: 729 shares; 2024Q4: 733 shares; 2025Q1: 753 shares; 2025Q2: 729 shares; 2025Q3: 708 shares 708 $528K 0.03% -21 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,201 shares; 2024Q4: 123,810 shares; 2025Q1: 125,936 shares; 2025Q2: 17,795 shares; 2025Q3: 10,456 shares 10,456 $528K 0.03% -7,339 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 848 shares 848 $521K 0.03% +100 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,132 shares; 2025Q1: 2,175 shares; 2025Q2: 2,478 shares; 2025Q3: 2,481 shares 2,481 $518K 0.03% +3 Timeline DVY 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: 2,862 shares; 2024Q4: 3,236 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares 3,608 $513K 0.03% 0 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: 19,344 shares; 2024Q4: 19,591 shares; 2025Q1: 23,583 shares; 2025Q2: 2,679 shares; 2025Q3: 2,714 shares 2,714 $508K 0.03% +35 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: 18,247 shares; 2024Q4: 19,535 shares; 2025Q1: 18,342 shares; 2025Q2: 1,821 shares; 2025Q3: 2,092 shares 2,092 $501K 0.03% +271 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,317 shares; 2025Q1: 3,199 shares; 2025Q2: 3,202 shares; 2025Q3: 3,140 shares 3,140 $495K 0.03% -62 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: 19,111 shares; 2024Q4: 17,561 shares; 2025Q1: 16,685 shares; 2025Q2: 16,725 shares; 2025Q3: 12,462 shares 12,462 $493K 0.03% -4,263 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: 15,886 shares; 2024Q4: 15,925 shares; 2025Q1: 15,744 shares; 2025Q2: 3,382 shares; 2025Q3: 2,418 shares 2,418 $486K 0.03% -964 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 6,802 shares; 2025Q1: 7,146 shares; 2025Q2: 1,643 shares; 2025Q3: 1,694 shares 1,694 $485K 0.03% +51 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: not reported; 2025Q1: 30,482 shares; 2025Q2: 6,839 shares; 2025Q3: 6,342 shares 6,342 $478K 0.03% -497 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 9,687 shares; 2025Q1: 9,687 shares; 2025Q2: 9,687 shares; 2025Q3: 9,691 shares 9,691 $476K 0.03% +4 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 1,009 shares; 2025Q3: 1,724 shares 1,724 $472K 0.03% +715 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: 4,646 shares; 2024Q4: 3,046 shares; 2025Q1: 3,488 shares; 2025Q2: 2,567 shares; 2025Q3: 3,059 shares 3,059 $472K 0.03% +492 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 54,512 shares; 2025Q2: 52,007 shares; 2025Q3: 52,007 shares 52,007 $468K 0.03% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 802 shares; 2025Q1: 858 shares; 2025Q2: 843 shares; 2025Q3: 884 shares 884 $468K 0.03% +41 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: 6,195 shares; 2024Q4: 1,844 shares; 2025Q1: 1,879 shares; 2025Q2: 1,668 shares; 2025Q3: 1,651 shares 1,651 $465K 0.03% -17 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: 7,143 shares; 2024Q4: 7,136 shares; 2025Q1: 6,775 shares; 2025Q2: 5,390 shares; 2025Q3: 5,143 shares 5,143 $461K 0.03% -247 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 3,683 shares; 2025Q1: 3,477 shares; 2025Q2: 5,723 shares; 2025Q3: 5,723 shares 5,723 $457K 0.03% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 1,781 shares; 2025Q1: 1,780 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares 1,779 $453K 0.03% 0 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: 1,332 shares; 2024Q4: 1,403 shares; 2025Q1: 1,496 shares; 2025Q2: 1,170 shares; 2025Q3: 1,370 shares 1,370 $451K 0.03% +200 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: 2,402 shares; 2024Q4: 2,522 shares; 2025Q1: 2,587 shares; 2025Q2: 2,159 shares; 2025Q3: 2,223 shares 2,223 $448K 0.03% +64 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: 1,912 shares; 2024Q4: 2,167 shares; 2025Q1: 3,138 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares 2,534 $448K 0.03% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares 1,498 $447K 0.03% 0 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: 21,282 shares; 2024Q4: 20,240 shares; 2025Q1: 21,274 shares; 2025Q2: 10,607 shares; 2025Q3: 8,275 shares 8,275 $446K 0.03% -2,332 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: 10,474 shares; 2024Q4: 10,741 shares; 2025Q1: 11,300 shares; 2025Q2: 998 shares; 2025Q3: 934 shares 934 $444K 0.03% -64 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,016 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 6,036 shares 6,036 $437K 0.03% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 6,987 shares; 2025Q1: 6,972 shares; 2025Q2: 3,655 shares; 2025Q3: 3,663 shares 3,663 $432K 0.03% +8 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: 6,185 shares; 2024Q4: 6,639 shares; 2025Q1: 6,823 shares; 2025Q2: 3,303 shares; 2025Q3: 5,104 shares 5,104 $428K 0.03% +1,801 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,170 shares; 2025Q1: 3,630 shares; 2025Q2: 4,229 shares; 2025Q3: 4,229 shares 4,229 $423K 0.03% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,801 shares; 2025Q3: 2,061 shares 2,061 $422K 0.03% +260 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,988 shares 3,988 $420K 0.03% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,499 shares 7,499 $417K 0.02% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,951 shares; 2025Q1: 1,801 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares 1,792 $416K 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares 3,057 $409K 0.02% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 828 shares; 2025Q1: 818 shares; 2025Q2: 790 shares; 2025Q3: 791 shares 791 $407K 0.02% +1 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,981 shares; 2025Q1: 17,981 shares; 2025Q2: 18,392 shares; 2025Q3: 18,337 shares 18,337 $405K 0.02% -55 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,855 shares 7,855 $401K 0.02% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 14,271 shares; 2025Q2: 9,704 shares; 2025Q3: 8,309 shares 8,309 $398K 0.02% -1,395 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,527 shares; 2024Q4: 21,160 shares; 2025Q1: 23,982 shares; 2025Q2: 2,366 shares; 2025Q3: 2,223 shares 2,223 $397K 0.02% -143 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,735 shares; 2025Q3: 1,928 shares 1,928 $394K 0.02% +193 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 4,765 shares; 2025Q2: 3,241 shares; 2025Q3: 4,037 shares 4,037 $394K 0.02% +796 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 6,981 shares; 2025Q1: 6,692 shares; 2025Q2: 6,736 shares; 2025Q3: 3,648 shares 3,648 $394K 0.02% -3,088 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 1,820 shares; 2025Q1: 1,851 shares; 2025Q2: 1,598 shares; 2025Q3: 1,648 shares 1,648 $393K 0.02% +50 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: 758 shares; 2025Q1: 833 shares; 2025Q2: 270 shares; 2025Q3: 336 shares 336 $392K 0.02% +66 Timeline PFXF 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: 27,422 shares; 2024Q4: 25,386 shares; 2025Q1: 23,502 shares; 2025Q2: 21,992 shares; 2025Q3: 21,773 shares 21,773 $387K 0.02% -219 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,658 shares; 2024Q4: 26,623 shares; 2025Q1: 24,658 shares; 2025Q2: 24,608 shares; 2025Q3: 24,608 shares 24,608 $386K 0.02% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,055 shares; 2025Q1: 10,078 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares 10,045 $386K 0.02% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,256 shares 6,256 $385K 0.02% new Timeline IMCB 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: 4,840 shares; 2024Q4: 4,984 shares; 2025Q1: 4,587 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares 4,594 $382K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,712 shares; 2025Q1: 4,552 shares; 2025Q2: 2,253 shares; 2025Q3: 2,602 shares 2,602 $381K 0.02% +349 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: 11,851 shares; 2024Q4: 12,050 shares; 2025Q1: 12,574 shares; 2025Q2: 7,746 shares; 2025Q3: 7,755 shares 7,755 $380K 0.02% +9 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,442 shares; 2024Q4: 12,491 shares; 2025Q1: 16,480 shares; 2025Q2: 8,915 shares; 2025Q3: 6,246 shares 6,246 $373K 0.02% -2,669 ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 678 shares; 2025Q1: 707 shares; 2025Q2: 678 shares; 2025Q3: 681 shares 681 $372K 0.02% +3 Timeline IYH 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: 8,140 shares; 2024Q4: 8,140 shares; 2025Q1: 8,140 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares 6,250 $367K 0.02% 0 Timeline DEM 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: 9,166 shares; 2024Q4: 9,166 shares; 2025Q1: 9,266 shares; 2025Q2: 7,968 shares; 2025Q3: 7,968 shares 7,968 $366K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares 2,504 $365K 0.02% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,309 shares; 2025Q1: 2,299 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares 2,284 $364K 0.02% 0 Timeline BINC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,803 shares 6,803 $362K 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,747 shares; 2025Q1: 2,685 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares 2,635 $354K 0.02% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,497 shares; 2024Q4: 13,497 shares; 2025Q1: 14,339 shares; 2025Q2: 13,264 shares; 2025Q3: 13,374 shares 13,374 $353K 0.02% +110 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: 927 shares; 2024Q4: 1,007 shares; 2025Q1: 1,299 shares; 2025Q2: 620 shares; 2025Q3: 830 shares 830 $350K 0.02% +210 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: 9,147 shares; 2025Q1: 9,147 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares 8,746 $349K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 15,499 shares; 2025Q1: 14,219 shares; 2025Q2: 13,076 shares; 2025Q3: 12,765 shares 12,765 $348K 0.02% -311 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,717 shares; 2025Q1: 3,068 shares; 2025Q2: 3,331 shares; 2025Q3: 4,115 shares 4,115 $348K 0.02% +784 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,578 shares; 2025Q1: 2,347 shares; 2025Q2: not reported; 2025Q3: 2,816 shares 2,816 $347K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 2,281 shares; 2025Q3: 2,797 shares 2,797 $346K 0.02% +516 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 12,772 shares; 2025Q1: 12,670 shares; 2025Q2: 14,207 shares; 2025Q3: 11,301 shares 11,301 $345K 0.02% -2,906 Timeline OCGN OCUGEN INC More: the full row for OCUGEN 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: 200,100 shares; 2025Q3: 211,100 shares 211,100 $344K 0.02% +11,000 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 2,110 shares; 2025Q2: 2,803 shares; 2025Q3: 1,590 shares 1,590 $343K 0.02% -1,213 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: 1,624 shares; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: 1,876 shares; 2025Q3: 2,200 shares 2,200 $341K 0.02% +324 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: 4,125 shares; 2024Q4: 5,926 shares; 2025Q1: 8,506 shares; 2025Q2: 937 shares; 2025Q3: 559 shares 559 $340K 0.02% -378 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,394 shares; 2025Q3: 1,729 shares 1,729 $338K 0.02% +335 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 4,101 shares; 2025Q1: 4,147 shares; 2025Q2: 4,063 shares; 2025Q3: 3,996 shares 3,996 $335K 0.02% -67 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,853 shares; 2024Q4: 33,695 shares; 2025Q1: 37,854 shares; 2025Q2: 4,862 shares; 2025Q3: 4,338 shares 4,338 $333K 0.02% -524 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,237 shares; 2025Q2: not reported; 2025Q3: 6,080 shares 6,080 $330K 0.02% new Timeline AAA INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,301 shares; 2025Q1: 15,128 shares; 2025Q2: 13,180 shares; 2025Q3: 13,180 shares 13,180 $330K 0.02% 0 Timeline IJT 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: 2,288 shares; 2025Q3: 2,288 shares 2,288 $324K 0.02% 0 Timeline IBB 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: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,759 shares; 2025Q3: 2,240 shares 2,240 $323K 0.02% -519 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,254 shares; 2025Q1: 5,293 shares; 2025Q2: 2,489 shares; 2025Q3: 2,465 shares 2,465 $323K 0.02% -24 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: 1,609 shares; 2024Q4: 1,711 shares; 2025Q1: 1,565 shares; 2025Q2: 1,284 shares; 2025Q3: 1,236 shares 1,236 $322K 0.02% -48 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,470 shares; 2025Q1: 7,656 shares; 2025Q2: 7,143 shares; 2025Q3: 4,401 shares 4,401 $320K 0.02% -2,742 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: 29,064 shares; 2024Q4: 29,076 shares; 2025Q1: 29,474 shares; 2025Q2: 27,939 shares; 2025Q3: 1,288 shares 1,288 $316K 0.02% -26,651 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,425 shares; 2025Q1: 1,447 shares; 2025Q2: not reported; 2025Q3: 1,946 shares 1,946 $316K 0.02% new Timeline LDUR 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: 9,810 shares; 2024Q4: 9,809 shares; 2025Q1: 8,354 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares 3,270 $314K 0.02% 0 Timeline EPI 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: 5,547 shares; 2024Q4: 5,552 shares; 2025Q1: 5,652 shares; 2025Q2: 6,462 shares; 2025Q3: 6,962 shares 6,962 $308K 0.02% +500 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,847 shares; 2024Q4: 11,647 shares; 2025Q1: 8,633 shares; 2025Q2: 7,776 shares; 2025Q3: 5,630 shares 5,630 $306K 0.02% -2,146 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: not reported; 2024Q4: 5,565 shares; 2025Q1: 4,471 shares; 2025Q2: 4,471 shares; 2025Q3: 4,471 shares 4,471 $304K 0.02% 0 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: 5,730 shares; 2024Q4: 5,765 shares; 2025Q1: 5,563 shares; 2025Q2: 4,489 shares; 2025Q3: 5,068 shares 5,068 $303K 0.02% +579 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: 3,311 shares; 2024Q4: 3,282 shares; 2025Q1: 2,916 shares; 2025Q2: 2,678 shares; 2025Q3: 2,703 shares 2,703 $302K 0.02% +25 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 1,795 shares; 2025Q3: 1,798 shares 1,798 $300K 0.02% +3 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 31,414 shares; 2025Q1: 31,664 shares; 2025Q2: 47,880 shares; 2025Q3: 48,544 shares 48,544 $300K 0.02% +664 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,772 shares; 2025Q1: 2,792 shares; 2025Q2: 2,841 shares; 2025Q3: 2,792 shares 2,792 $298K 0.02% -49 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,724 shares; 2024Q4: 35,333 shares; 2025Q1: 68,122 shares; 2025Q2: 6,072 shares; 2025Q3: 5,025 shares 5,025 $298K 0.02% -1,047 NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,188 shares; 2025Q1: 5,222 shares; 2025Q2: 5,188 shares; 2025Q3: 5,188 shares 5,188 $298K 0.02% 0 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: 24,329 shares; 2024Q4: 24,877 shares; 2025Q1: 24,651 shares; 2025Q2: 2,429 shares; 2025Q3: 2,285 shares 2,285 $297K 0.02% -144 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,584 shares 1,584 $296K 0.02% +3 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: 28,100 shares; 2024Q4: 29,641 shares; 2025Q1: 31,176 shares; 2025Q2: 4,411 shares; 2025Q3: 4,157 shares 4,157 $290K 0.02% -254 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 9,316 shares; 2025Q1: 7,794 shares; 2025Q2: 7,689 shares; 2025Q3: 7,689 shares 7,689 $289K 0.02% 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: 19,383 shares; 2024Q4: 21,112 shares; 2025Q1: 22,569 shares; 2025Q2: 1,628 shares; 2025Q3: 1,357 shares 1,357 $289K 0.02% -271 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,872 shares; 2025Q3: 10,872 shares 10,872 $286K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,121 shares; 2024Q4: 17,816 shares; 2025Q1: 17,655 shares; 2025Q2: 11,058 shares; 2025Q3: 7,690 shares 7,690 $286K 0.02% -3,368 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 931 shares; 2025Q3: 988 shares 988 $284K 0.02% +57 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,114 shares 6,114 $280K 0.02% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,283 shares; 2025Q1: 3,629 shares; 2025Q2: 3,946 shares; 2025Q3: 2,283 shares 2,283 $279K 0.02% -1,663 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,482 shares; 2025Q1: 4,328 shares; 2025Q2: 4,278 shares; 2025Q3: 4,278 shares 4,278 $272K 0.02% 0 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: 13,200 shares; 2024Q4: 13,413 shares; 2025Q1: 12,487 shares; 2025Q2: not reported; 2025Q3: 4,019 shares 4,019 $272K 0.02% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,213 shares; 2025Q1: 1,209 shares; 2025Q2: 1,230 shares; 2025Q3: 1,197 shares 1,197 $272K 0.02% -33 Timeline HYD 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: 5,498 shares; 2024Q4: 5,431 shares; 2025Q1: 6,066 shares; 2025Q2: 5,293 shares; 2025Q3: 5,293 shares 5,293 $269K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares 1,875 $268K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 930 shares; 2025Q3: 1,022 shares 1,022 $266K 0.02% +92 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,069 shares; 2024Q4: 22,772 shares; 2025Q1: 23,404 shares; 2025Q2: 3,537 shares; 2025Q3: 2,809 shares 2,809 $263K 0.02% -728 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 3,447 shares; 2025Q1: 3,722 shares; 2025Q2: 3,620 shares; 2025Q3: 4,084 shares 4,084 $263K 0.02% +464 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 3,481 shares; 2025Q1: 6,473 shares; 2025Q2: 531 shares; 2025Q3: 463 shares 463 $260K 0.02% -68 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 590 shares; 2025Q1: 604 shares; 2025Q2: 566 shares; 2025Q3: 595 shares 595 $260K 0.02% +29 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: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares 1,805 $253K 0.02% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 11,074 shares; 2025Q1: 11,060 shares; 2025Q2: 6,994 shares; 2025Q3: 5,140 shares 5,140 $252K 0.02% -1,854 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,568 shares; 2025Q1: 1,569 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares 1,459 $252K 0.02% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 2,010 shares 2,010 $252K 0.01% +655 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,083 shares; 2024Q4: 17,789 shares; 2025Q1: 17,744 shares; 2025Q2: 10,662 shares; 2025Q3: 10,891 shares 10,891 $251K 0.01% +229 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: 3,023 shares; 2024Q4: 3,439 shares; 2025Q1: 4,019 shares; 2025Q2: 2,402 shares; 2025Q3: 2,256 shares 2,256 $248K 0.01% -146 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: 7,661 shares; 2024Q4: 8,211 shares; 2025Q1: 3,598 shares; 2025Q2: 1,176 shares; 2025Q3: 1,251 shares 1,251 $248K 0.01% +75 Timeline ITA 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: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 1,159 shares; 2025Q3: 1,182 shares 1,182 $247K 0.01% +23 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,517 shares 1,517 $247K 0.01% +30 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,858 shares; 2025Q3: 4,860 shares 4,860 $246K 0.01% +2 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,412 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,512 shares 1,512 $246K 0.01% -400 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: 7,836 shares; 2024Q4: 7,943 shares; 2025Q1: 6,681 shares; 2025Q2: 6,065 shares; 2025Q3: 4,000 shares 4,000 $243K 0.01% -2,065 Timeline AIRR 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: not reported; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 2,513 shares; 2025Q3: 2,498 shares 2,498 $242K 0.01% -15 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: 6,257 shares; 2024Q4: 6,744 shares; 2025Q1: 7,534 shares; 2025Q2: 565 shares; 2025Q3: 540 shares 540 $242K 0.01% -25 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares 2,158 $241K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 7,444 shares; 2025Q3: 7,678 shares 7,678 $240K 0.01% +234 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: 9,586 shares; 2024Q4: 9,129 shares; 2025Q1: 6,617 shares; 2025Q2: 6,419 shares; 2025Q3: 6,295 shares 6,295 $239K 0.01% -124 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: not reported; 2025Q3: 2,878 shares 2,878 $236K 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 1,612 shares; 2025Q3: 1,575 shares 1,575 $235K 0.01% -37 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: 3,437 shares; 2024Q4: 4,848 shares; 2025Q1: 6,567 shares; 2025Q2: 3,186 shares; 2025Q3: 2,448 shares 2,448 $234K 0.01% -738 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,236 shares; 2024Q4: 12,522 shares; 2025Q1: 2,372 shares; 2025Q2: 767 shares; 2025Q3: 868 shares 868 $232K 0.01% +101 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: 11,373 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares 11,373 $232K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,460 shares 4,460 $232K 0.01% new 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: 1,749 shares; 2024Q4: 978 shares; 2025Q1: 892 shares; 2025Q2: 444 shares; 2025Q3: 475 shares 475 $230K 0.01% +31 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 3,908 shares; 2025Q1: 3,908 shares; 2025Q2: 3,810 shares; 2025Q3: 3,410 shares 3,410 $230K 0.01% -400 Timeline SCHM 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: 2,543 shares; 2024Q4: 7,721 shares; 2025Q1: 7,635 shares; 2025Q2: 7,634 shares; 2025Q3: 7,634 shares 7,634 $226K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,505 shares 1,505 $226K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares 1,138 $223K 0.01% new 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: 2,307 shares; 2024Q4: 2,285 shares; 2025Q1: 2,227 shares; 2025Q2: not reported; 2025Q3: 742 shares 742 $223K 0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,904 shares; 2025Q3: 15,658 shares 15,658 $222K 0.01% -246 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 841 shares; 2025Q3: 891 shares 891 $220K 0.01% +50 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 1,991 shares; 2025Q1: 2,525 shares; 2025Q2: 1,346 shares; 2025Q3: 1,307 shares 1,307 $219K 0.01% -39 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: not reported; 2024Q4: not reported; 2025Q1: 14,824 shares; 2025Q2: 8,982 shares; 2025Q3: 8,382 shares 8,382 $218K 0.01% -600 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,177 shares; 2025Q3: 2,612 shares 2,612 $218K 0.01% +435 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 3,696 shares; 2025Q1: 3,908 shares; 2025Q2: 3,866 shares; 2025Q3: 3,808 shares 3,808 $218K 0.01% -58 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 6,176 shares; 2025Q1: 5,412 shares; 2025Q2: 5,187 shares; 2025Q3: 5,028 shares 5,028 $218K 0.01% -159 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: not reported; 2024Q4: not reported; 2025Q1: 2,816 shares; 2025Q2: 2,573 shares; 2025Q3: 2,608 shares 2,608 $218K 0.01% +35 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,299 shares 1,299 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925 shares 925 $217K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares 261 $215K 0.01% new Timeline IMCG 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: 2,596 shares; 2025Q3: 2,596 shares 2,596 $215K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: 5,991 shares; 2025Q1: 5,906 shares; 2025Q2: 5,507 shares; 2025Q3: 4,381 shares 4,381 $215K 0.01% -1,126 Timeline IWV 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: 2,034 shares; 2024Q4: 2,504 shares; 2025Q1: 2,254 shares; 2025Q2: 575 shares; 2025Q3: 566 shares 566 $215K 0.01% -9 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares 330 $214K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,441 shares; 2025Q1: 11,607 shares; 2025Q2: 8,352 shares; 2025Q3: 4,535 shares 4,535 $214K 0.01% -3,817 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,203 shares 3,203 $213K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,237 shares; 2024Q4: 11,077 shares; 2025Q1: 13,864 shares; 2025Q2: 1,357 shares; 2025Q3: 1,099 shares 1,099 $211K 0.01% -258 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,483 shares 2,483 $208K 0.01% new Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 14,406 shares; 2025Q1: 13,774 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares 13,354 $207K 0.01% 0 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,294 shares; 2025Q1: 5,294 shares; 2025Q2: 5,121 shares; 2025Q3: 5,121 shares 5,121 $207K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 2,088 shares; 2025Q1: 2,181 shares; 2025Q2: 156 shares; 2025Q3: 157 shares 157 $207K 0.01% +1 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,950 shares; 2025Q1: 7,405 shares; 2025Q2: 4,908 shares; 2025Q3: 5,274 shares 5,274 $207K 0.01% +366 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: 4,987 shares; 2025Q2: not reported; 2025Q3: 4,575 shares 4,575 $206K 0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,059 shares; 2025Q1: 2,218 shares; 2025Q2: 417 shares; 2025Q3: 392 shares 392 $205K 0.01% -25 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: 4,865 shares; 2024Q4: 5,053 shares; 2025Q1: 5,734 shares; 2025Q2: 751 shares; 2025Q3: 827 shares 827 $204K 0.01% +76 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 976 shares; 2025Q2: 1,322 shares; 2025Q3: 786 shares 786 $204K 0.01% -536 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 445 shares; 2025Q1: 435 shares; 2025Q2: 427 shares; 2025Q3: 478 shares 478 $203K 0.01% +51 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,432 shares 6,432 $203K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,215 shares 5,215 $202K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,770 shares; 2025Q1: 1,708 shares; 2025Q2: not reported; 2025Q3: 572 shares 572 $201K 0.01% new Timeline IJK 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: 2,266 shares; 2024Q4: 2,318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,092 shares 2,092 $201K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,835 shares; 2024Q4: 23,910 shares; 2025Q1: 19,139 shares; 2025Q2: 18,093 shares; 2025Q3: 10,908 shares 10,908 $188K 0.01% -7,185 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,357 shares; 2024Q4: 19,506 shares; 2025Q1: 15,654 shares; 2025Q2: 27,866 shares; 2025Q3: 22,869 shares 22,869 $187K 0.01% -4,997 SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,231 shares 17,231 $181K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,505 shares 11,505 $173K 0.01% new Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,727 shares; 2025Q1: 16,727 shares; 2025Q2: 16,727 shares; 2025Q3: 16,727 shares 16,727 $166K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 16,977 shares; 2025Q2: 15,268 shares; 2025Q3: 15,774 shares 15,774 $156K 0.01% +506 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,882 shares; 2024Q4: 77,882 shares; 2025Q1: 77,402 shares; 2025Q2: 77,382 shares; 2025Q3: 77,382 shares 77,382 $149K 0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 22,500 shares; 2025Q3: 20,000 shares 20,000 $144K 0.01% -2,500 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,911 shares; 2024Q4: 230,240 shares; 2025Q1: 262,830 shares; 2025Q2: 17,932 shares; 2025Q3: 11,547 shares 11,547 $104K 0.01% -6,385 Timeline ASPIRE BIOPHARMA HLDGS INC … ASPIRE BIOPHARMA HLDGS INC COM More: the full row for ASPIRE BIOPHARMA HLDGS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,500 shares; 2025Q2: 648,411 shares; 2025Q3: 472,661 shares 472,661 $97.4K 0.01% -175,750 PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 12,803 shares; 2025Q1: 12,803 shares; 2025Q2: 12,803 shares; 2025Q3: 12,803 shares 12,803 $77.3K <0.01% 0 Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,753 shares; 2024Q4: 47,753 shares; 2025Q1: 47,753 shares; 2025Q2: 47,753 shares; 2025Q3: 47,753 shares 47,753 $69.2K <0.01% 0 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,671 shares; 2024Q4: 13,671 shares; 2025Q1: 13,671 shares; 2025Q2: 13,671 shares; 2025Q3: 13,671 shares 13,671 $19.3K <0.01% 0 Timeline ONMD ONEMEDNET CORP More: the full row for ONEMEDNET 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: 13,814 shares; 2025Q2: 13,814 shares; 2025Q3: 13,814 shares 13,814 $15.1K <0.01% 0 Timeline CELULARITY INC CELULARITY INC More: the full row for CELULARITY 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: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares 11,500 $404 <0.01% 0