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: 596,843 shares; 2024Q4: 603,616 shares; 2025Q1: 570,383 shares; 2025Q2: 580,421 shares; 2025Q3: 581,307 shares 581,307 $389M 10.66% +886 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: 3,441,453 shares; 2024Q4: 3,473,756 shares; 2025Q1: 3,612,114 shares; 2025Q2: 3,626,169 shares; 2025Q3: 3,528,500 shares 3,528,500 $369M 10.1% -97,669 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205,243 shares; 2024Q4: 3,245,646 shares; 2025Q1: 4,219,443 shares; 2025Q2: 4,384,101 shares; 2025Q3: 4,546,337 shares 4,546,337 $252M 6.89% +162,236 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023,327 shares; 2024Q4: 3,026,476 shares; 2025Q1: 3,064,848 shares; 2025Q2: 3,099,347 shares; 2025Q3: 3,163,546 shares 3,163,546 $228M 6.24% +64,199 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: 2,366,567 shares; 2024Q4: 2,447,183 shares; 2025Q1: 2,016,188 shares; 2025Q2: 2,063,134 shares; 2025Q3: 2,179,161 shares 2,179,161 $218M 5.98% +116,027 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: 2,072,168 shares; 2024Q4: 2,147,652 shares; 2025Q1: 2,068,130 shares; 2025Q2: 2,087,616 shares; 2025Q3: 2,141,415 shares 2,141,415 $187M 5.12% +53,799 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: 3,406,794 shares; 2024Q4: 3,522,133 shares; 2025Q1: 3,173,250 shares; 2025Q2: 3,254,573 shares; 2025Q3: 3,432,142 shares 3,432,142 $183M 5% +177,569 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,492 shares; 2024Q4: 1,050,303 shares; 2025Q1: 3,181,431 shares; 2025Q2: 3,286,565 shares; 2025Q3: 3,499,147 shares 3,499,147 $162M 4.43% +212,582 Timeline HEFA 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: 4,218,396 shares; 2024Q4: 4,417,002 shares; 2025Q1: 3,755,287 shares; 2025Q2: 3,855,668 shares; 2025Q3: 4,045,438 shares 4,045,438 $160M 4.39% +189,770 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: 1,858,657 shares; 2024Q4: 1,923,148 shares; 2025Q1: 1,458,356 shares; 2025Q2: 1,492,641 shares; 2025Q3: 1,572,615 shares 1,572,615 $150M 4.1% +79,974 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: 1,882,312 shares; 2024Q4: 1,937,149 shares; 2025Q1: 1,944,778 shares; 2025Q2: 1,981,509 shares; 2025Q3: 2,002,990 shares 2,002,990 $132M 3.62% +21,481 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,897 shares; 2024Q4: 1,013,519 shares; 2025Q1: 995,737 shares; 2025Q2: 1,019,605 shares; 2025Q3: 1,072,213 shares 1,072,213 $102M 2.79% +52,608 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,365 shares; 2024Q4: 433,812 shares; 2025Q1: 904,284 shares; 2025Q2: 928,140 shares; 2025Q3: 984,113 shares 984,113 $102M 2.79% +55,973 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: 1,390,332 shares; 2024Q4: 1,420,926 shares; 2025Q1: 1,469,947 shares; 2025Q2: 1,493,865 shares; 2025Q3: 1,556,430 shares 1,556,430 $82.5M 2.26% +62,565 Timeline IYW 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: 359,589 shares; 2024Q4: 364,362 shares; 2025Q1: 379,814 shares; 2025Q2: 382,977 shares; 2025Q3: 368,681 shares 368,681 $72.2M 1.98% -14,296 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,358 shares; 2024Q4: 577,422 shares; 2025Q1: 622,281 shares; 2025Q2: 630,138 shares; 2025Q3: 625,479 shares 625,479 $70.5M 1.93% -4,659 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: 493,388 shares; 2024Q4: 495,154 shares; 2025Q1: 531,601 shares; 2025Q2: 548,113 shares; 2025Q3: 558,076 shares 558,076 $66.3M 1.82% +9,963 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,277 shares; 2024Q4: 577,474 shares; 2025Q1: 618,387 shares; 2025Q2: 676,939 shares; 2025Q3: 737,552 shares 737,552 $65.9M 1.81% +60,613 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,094,357 shares; 2025Q2: 1,127,534 shares; 2025Q3: 1,155,778 shares 1,155,778 $62.3M 1.71% +28,244 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: 382,515 shares; 2024Q4: 394,570 shares; 2025Q1: 401,066 shares; 2025Q2: 409,268 shares; 2025Q3: 428,562 shares 428,562 $47.7M 1.31% +19,294 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: 202,839 shares; 2024Q4: 200,316 shares; 2025Q1: 191,747 shares; 2025Q2: 219,648 shares; 2025Q3: 249,538 shares 249,538 $26.6M 0.73% +29,890 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: 374,724 shares; 2024Q4: 405,061 shares; 2025Q1: 461,894 shares; 2025Q2: 478,904 shares; 2025Q3: 461,753 shares 461,753 $23.1M 0.63% -17,151 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: 73,147 shares; 2024Q4: 75,669 shares; 2025Q1: 75,776 shares; 2025Q2: 74,685 shares; 2025Q3: 78,703 shares 78,703 $20M 0.55% +4,018 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: 35,454 shares; 2024Q4: 37,948 shares; 2025Q1: 34,180 shares; 2025Q2: 32,961 shares; 2025Q3: 32,623 shares 32,623 $20M 0.55% -338 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: 77,964 shares; 2024Q4: 85,839 shares; 2025Q1: 94,727 shares; 2025Q2: 97,387 shares; 2025Q3: 103,247 shares 103,247 $19.3M 0.53% +5,860 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: 40,293 shares; 2024Q4: 39,901 shares; 2025Q1: 39,597 shares; 2025Q2: 38,802 shares; 2025Q3: 38,620 shares 38,620 $18.5M 0.51% -182 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: 33,471 shares; 2024Q4: 33,176 shares; 2025Q1: 31,978 shares; 2025Q2: 34,584 shares; 2025Q3: 35,377 shares 35,377 $18.3M 0.5% +793 Timeline MUNI 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: 372,636 shares; 2024Q4: 368,856 shares; 2025Q1: 288,466 shares; 2025Q2: 302,947 shares; 2025Q3: 302,932 shares 302,932 $15.8M 0.43% -15 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: 62,980 shares; 2024Q4: 62,782 shares; 2025Q1: 62,065 shares; 2025Q2: 60,701 shares; 2025Q3: 60,255 shares 60,255 $11.2M 0.31% -446 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,743 shares; 2024Q4: 139,002 shares; 2025Q1: 155,386 shares; 2025Q2: 177,362 shares; 2025Q3: 193,455 shares 193,455 $9.77M 0.27% +16,093 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,746 shares; 2024Q4: 195,673 shares; 2025Q1: 193,815 shares; 2025Q2: 190,198 shares; 2025Q3: 187,263 shares 187,263 $8.69M 0.24% -2,935 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: 148,754 shares; 2024Q4: 160,426 shares; 2025Q1: 173,353 shares; 2025Q2: 181,152 shares; 2025Q3: 168,027 shares 168,027 $8.58M 0.23% -13,125 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: 32,006 shares; 2024Q4: 37,056 shares; 2025Q1: 36,619 shares; 2025Q2: 36,739 shares; 2025Q3: 38,880 shares 38,880 $8.54M 0.23% +2,141 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: 32,209 shares; 2024Q4: 34,624 shares; 2025Q1: 32,628 shares; 2025Q2: 32,261 shares; 2025Q3: 32,169 shares 32,169 $7.82M 0.21% -92 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,825 shares; 2024Q4: 35,633 shares; 2025Q1: 130,906 shares; 2025Q2: 145,958 shares; 2025Q3: 143,445 shares 143,445 $7.25M 0.2% -2,513 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: 43,287 shares; 2024Q4: 41,928 shares; 2025Q1: 42,848 shares; 2025Q2: 41,202 shares; 2025Q3: 46,271 shares 46,271 $7.19M 0.2% +5,069 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: 7,579 shares; 2024Q4: 7,989 shares; 2025Q1: 8,216 shares; 2025Q2: 8,762 shares; 2025Q3: 9,275 shares 9,275 $6.81M 0.19% +513 Timeline JNK 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: 63,970 shares; 2024Q4: 64,340 shares; 2025Q1: 63,425 shares; 2025Q2: 64,692 shares; 2025Q3: 64,781 shares 64,781 $6.35M 0.17% +89 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: 10,003 shares; 2024Q4: 11,014 shares; 2025Q1: 10,785 shares; 2025Q2: 13,469 shares; 2025Q3: 14,211 shares 14,211 $6.32M 0.17% +742 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: 16,325 shares; 2024Q4: 17,112 shares; 2025Q1: 16,744 shares; 2025Q2: 18,391 shares; 2025Q3: 18,821 shares 18,821 $6.21M 0.17% +430 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: 57,919 shares; 2024Q4: 51,759 shares; 2025Q1: 51,447 shares; 2025Q2: 50,981 shares; 2025Q3: 50,458 shares 50,458 $6.09M 0.17% -523 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,044 shares; 2024Q4: 249,156 shares; 2025Q1: 258,705 shares; 2025Q2: 259,886 shares; 2025Q3: 271,049 shares 271,049 $6.06M 0.17% +11,163 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,933 shares; 2024Q4: 10,843 shares; 2025Q1: 11,777 shares; 2025Q2: 11,873 shares; 2025Q3: 11,768 shares 11,768 $5.92M 0.16% -105 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING 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: 68,464 shares; 2025Q2: 96,557 shares; 2025Q3: 96,557 shares 96,557 $5.44M 0.15% 0 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: 37,364 shares; 2024Q4: 35,674 shares; 2025Q1: 39,410 shares; 2025Q2: 39,642 shares; 2025Q3: 36,862 shares 36,862 $5.01M 0.14% -2,780 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: 24,615 shares; 2024Q4: 23,131 shares; 2025Q1: 23,003 shares; 2025Q2: 23,029 shares; 2025Q3: 23,048 shares 23,048 $4.76M 0.13% +19 Timeline OEF 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: 3,620 shares; 2024Q4: 3,518 shares; 2025Q1: 15,471 shares; 2025Q2: 14,038 shares; 2025Q3: 14,078 shares 14,078 $4.69M 0.13% +40 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: 5,376 shares; 2024Q4: 5,655 shares; 2025Q1: 5,487 shares; 2025Q2: 5,704 shares; 2025Q3: 5,853 shares 5,853 $4.66M 0.13% +149 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: 12,842 shares; 2024Q4: 12,954 shares; 2025Q1: 12,505 shares; 2025Q2: 14,216 shares; 2025Q3: 14,704 shares 14,704 $4.64M 0.13% +488 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 60,893 shares; 2025Q2: 178,649 shares; 2025Q3: 174,454 shares 174,454 $4.42M 0.12% -4,195 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: 14,457 shares; 2024Q4: 17,524 shares; 2025Q1: 17,236 shares; 2025Q2: 16,685 shares; 2025Q3: 17,619 shares 17,619 $4.29M 0.12% +934 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 53,715 shares; 2025Q1: 145,872 shares; 2025Q2: 130,447 shares; 2025Q3: 128,552 shares 128,552 $4.1M 0.11% -1,895 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: 8,968 shares; 2024Q4: 8,896 shares; 2025Q1: 8,871 shares; 2025Q2: 8,825 shares; 2025Q3: 8,559 shares 8,559 $4.01M 0.11% -266 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: 41,578 shares; 2024Q4: 41,189 shares; 2025Q1: 41,296 shares; 2025Q2: 41,699 shares; 2025Q3: 41,262 shares 41,262 $3.9M 0.11% -437 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: 22,658 shares; 2024Q4: 22,428 shares; 2025Q1: 22,306 shares; 2025Q2: 20,540 shares; 2025Q3: 20,202 shares 20,202 $3.71M 0.1% -338 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: not reported; 2025Q3: 256,623 shares 256,623 $3.64M 0.1% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 10,220 shares; 2025Q1: 10,298 shares; 2025Q2: 10,421 shares; 2025Q3: 9,604 shares 9,604 $3.28M 0.09% -817 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: 32,380 shares; 2024Q4: 34,939 shares; 2025Q1: 30,950 shares; 2025Q2: 28,177 shares; 2025Q3: 28,137 shares 28,137 $3.2M 0.09% -40 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: 3,006 shares; 2024Q4: 3,425 shares; 2025Q1: 3,036 shares; 2025Q2: 6,325 shares; 2025Q3: 6,266 shares 6,266 $3.13M 0.09% -59 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: 38,647 shares; 2024Q4: 31,812 shares; 2025Q1: 25,118 shares; 2025Q2: 24,380 shares; 2025Q3: 18,694 shares 18,694 $3.13M 0.09% -5,686 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: 18,797 shares; 2024Q4: 19,002 shares; 2025Q1: 23,006 shares; 2025Q2: 22,027 shares; 2025Q3: 22,057 shares 22,057 $3.12M 0.09% +30 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,241 shares; 2025Q1: 2,260 shares; 2025Q2: 2,471 shares; 2025Q3: 3,273 shares 3,273 $3.03M 0.08% +802 Timeline FQAL 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: 11,829 shares; 2024Q4: 12,237 shares; 2025Q1: 42,572 shares; 2025Q2: 39,131 shares; 2025Q3: 39,184 shares 39,184 $2.93M 0.08% +53 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: 3,009 shares; 2024Q4: 3,154 shares; 2025Q1: 3,352 shares; 2025Q2: 3,726 shares; 2025Q3: 3,683 shares 3,683 $2.81M 0.08% -43 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: 3,670 shares; 2024Q4: 3,932 shares; 2025Q1: 4,124 shares; 2025Q2: 5,383 shares; 2025Q3: 8,215 shares 8,215 $2.7M 0.07% +2,832 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 5,011 shares; 2025Q1: 4,759 shares; 2025Q2: 4,964 shares; 2025Q3: 4,722 shares 4,722 $2.69M 0.07% -242 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: 1,724 shares; 2024Q4: 1,827 shares; 2025Q1: 1,924 shares; 2025Q2: 2,138 shares; 2025Q3: 2,233 shares 2,233 $2.68M 0.07% +95 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 7,133 shares; 2025Q1: 6,502 shares; 2025Q2: 7,053 shares; 2025Q3: 6,559 shares 6,559 $2.66M 0.07% -494 Timeline FBCG 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: 19,878 shares; 2024Q4: 38,743 shares; 2025Q1: 43,354 shares; 2025Q2: 48,937 shares; 2025Q3: 47,207 shares 47,207 $2.53M 0.07% -1,730 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: 24,959 shares; 2024Q4: 24,714 shares; 2025Q1: 24,221 shares; 2025Q2: 23,618 shares; 2025Q3: 24,435 shares 24,435 $2.52M 0.07% +817 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: 12,499 shares; 2024Q4: 10,830 shares; 2025Q1: 10,285 shares; 2025Q2: 10,112 shares; 2025Q3: 8,862 shares 8,862 $2.49M 0.07% -1,250 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,347 shares; 2024Q4: 12,097 shares; 2025Q1: 12,811 shares; 2025Q2: 12,476 shares; 2025Q3: 13,372 shares 13,372 $2.48M 0.07% +896 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: 24,760 shares; 2024Q4: 24,636 shares; 2025Q1: 23,429 shares; 2025Q2: 26,187 shares; 2025Q3: 26,098 shares 26,098 $2.44M 0.07% -89 Timeline VONV 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: 4,422 shares; 2024Q4: 8,288 shares; 2025Q1: 23,191 shares; 2025Q2: 27,447 shares; 2025Q3: 26,694 shares 26,694 $2.39M 0.07% -753 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,877 shares; 2024Q4: 32,016 shares; 2025Q1: 33,823 shares; 2025Q2: 38,221 shares; 2025Q3: 39,852 shares 39,852 $2.36M 0.06% +1,631 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: 11,419 shares; 2024Q4: 12,223 shares; 2025Q1: 10,446 shares; 2025Q2: 12,074 shares; 2025Q3: 12,403 shares 12,403 $2.26M 0.06% +329 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: 11,749 shares; 2024Q4: 12,071 shares; 2025Q1: 11,437 shares; 2025Q2: 10,862 shares; 2025Q3: 10,716 shares 10,716 $2.24M 0.06% -146 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,033 shares; 2024Q4: 38,571 shares; 2025Q1: 38,336 shares; 2025Q2: 41,159 shares; 2025Q3: 42,450 shares 42,450 $2.19M 0.06% +1,291 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,243 shares; 2024Q4: 33,612 shares; 2025Q1: 59,813 shares; 2025Q2: 61,901 shares; 2025Q3: 61,946 shares 61,946 $2.13M 0.06% +45 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,218 shares; 2024Q4: 49,946 shares; 2025Q1: 48,722 shares; 2025Q2: 21,692 shares; 2025Q3: 20,632 shares 20,632 $2.12M 0.06% -1,060 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: 1,644 shares; 2024Q4: 1,618 shares; 2025Q1: 1,918 shares; 2025Q2: 2,595 shares; 2025Q3: 3,046 shares 3,046 $2.03M 0.06% +451 Timeline EMGF 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: 14,615 shares; 2024Q4: 23,594 shares; 2025Q1: 35,571 shares; 2025Q2: 36,390 shares; 2025Q3: 35,852 shares 35,852 $2.03M 0.06% -538 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: 24,377 shares; 2024Q4: 25,368 shares; 2025Q1: 25,262 shares; 2025Q2: 24,900 shares; 2025Q3: 24,950 shares 24,950 $2.01M 0.06% +50 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: 9,619 shares; 2024Q4: 9,619 shares; 2025Q1: 9,563 shares; 2025Q2: 9,522 shares; 2025Q3: 9,581 shares 9,581 $1.95M 0.05% +59 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: 6,280 shares; 2024Q4: 7,182 shares; 2025Q1: 7,884 shares; 2025Q2: 8,221 shares; 2025Q3: 8,199 shares 8,199 $1.9M 0.05% -22 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: 15,307 shares; 2024Q4: 14,333 shares; 2025Q1: 12,346 shares; 2025Q2: 13,099 shares; 2025Q3: 11,962 shares 11,962 $1.84M 0.05% -1,137 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: 4,686 shares; 2024Q4: 9,475 shares; 2025Q1: 9,613 shares; 2025Q2: 8,883 shares; 2025Q3: 8,978 shares 8,978 $1.83M 0.05% +95 Timeline IUSB 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: 33,453 shares; 2024Q4: 35,289 shares; 2025Q1: 38,816 shares; 2025Q2: 40,302 shares; 2025Q3: 38,538 shares 38,538 $1.8M 0.05% -1,764 Timeline HEZU 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: 38,978 shares; 2024Q4: 38,014 shares; 2025Q1: 40,839 shares; 2025Q2: 40,598 shares; 2025Q3: 40,086 shares 40,086 $1.69M 0.05% -512 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: 4,548 shares; 2024Q4: 4,749 shares; 2025Q1: 4,988 shares; 2025Q2: 5,515 shares; 2025Q3: 5,517 shares 5,517 $1.66M 0.05% +2 Timeline JAVA 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: 20,722 shares; 2025Q2: 24,223 shares; 2025Q3: 23,971 shares 23,971 $1.65M 0.05% -252 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,591 shares; 2025Q2: 20,847 shares; 2025Q3: 19,293 shares 19,293 $1.63M 0.04% -1,554 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: 3,982 shares; 2024Q4: 4,101 shares; 2025Q1: 4,868 shares; 2025Q2: 5,678 shares; 2025Q3: 5,489 shares 5,489 $1.55M 0.04% -189 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: 7,141 shares; 2024Q4: 5,580 shares; 2025Q1: 6,924 shares; 2025Q2: 7,435 shares; 2025Q3: 9,229 shares 9,229 $1.49M 0.04% +1,794 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: 23,019 shares; 2024Q4: 32,853 shares; 2025Q1: 33,223 shares; 2025Q2: 34,737 shares; 2025Q3: 33,874 shares 33,874 $1.49M 0.04% -863 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: 8,417 shares; 2024Q4: 13,040 shares; 2025Q1: 13,892 shares; 2025Q2: 15,601 shares; 2025Q3: 15,204 shares 15,204 $1.49M 0.04% -397 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,441 shares; 2025Q1: 2,377 shares; 2025Q2: 2,310 shares; 2025Q3: 2,153 shares 2,153 $1.47M 0.04% -157 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: 43,149 shares; 2024Q4: 44,438 shares; 2025Q1: 45,825 shares; 2025Q2: 48,579 shares; 2025Q3: 48,783 shares 48,783 $1.38M 0.04% +204 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,052 shares; 2024Q4: 44,436 shares; 2025Q1: 45,573 shares; 2025Q2: 44,076 shares; 2025Q3: 39,766 shares 39,766 $1.37M 0.04% -4,310 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,473 shares; 2025Q1: 2,410 shares; 2025Q2: 2,830 shares; 2025Q3: 2,756 shares 2,756 $1.31M 0.04% -74 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: 11,854 shares; 2024Q4: 12,068 shares; 2025Q1: 12,777 shares; 2025Q2: 14,585 shares; 2025Q3: 14,969 shares 14,969 $1.25M 0.03% +384 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 953 shares; 2025Q1: 1,439 shares; 2025Q2: 1,814 shares; 2025Q3: 2,042 shares 2,042 $1.23M 0.03% +228 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: 3,750 shares; 2024Q4: 3,409 shares; 2025Q1: 3,681 shares; 2025Q2: 3,904 shares; 2025Q3: 3,407 shares 3,407 $1.16M 0.03% -497 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: 11,736 shares; 2024Q4: 11,231 shares; 2025Q1: 11,389 shares; 2025Q2: 10,383 shares; 2025Q3: 9,957 shares 9,957 $1.14M 0.03% -426 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 4,825 shares; 2025Q1: 5,137 shares; 2025Q2: 5,072 shares; 2025Q3: 4,780 shares 4,780 $1.13M 0.03% -292 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: 3,465 shares; 2024Q4: 3,236 shares; 2025Q1: 3,182 shares; 2025Q2: 3,177 shares; 2025Q3: 2,977 shares 2,977 $1.1M 0.03% -200 Timeline IGM 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: 2,951 shares; 2024Q4: 2,907 shares; 2025Q1: 9,536 shares; 2025Q2: 8,875 shares; 2025Q3: 8,707 shares 8,707 $1.1M 0.03% -168 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: 5,111 shares; 2024Q4: 5,816 shares; 2025Q1: 7,688 shares; 2025Q2: 9,430 shares; 2025Q3: 8,115 shares 8,115 $1.09M 0.03% -1,315 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: 6,439 shares; 2024Q4: 6,866 shares; 2025Q1: 7,245 shares; 2025Q2: 7,561 shares; 2025Q3: 7,388 shares 7,388 $1.07M 0.03% -173 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: 713 shares; 2024Q4: 712 shares; 2025Q1: 716 shares; 2025Q2: 717 shares; 2025Q3: 713 shares 713 $1.07M 0.03% -4 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: 3,992 shares; 2024Q4: 3,877 shares; 2025Q1: 3,835 shares; 2025Q2: 3,573 shares; 2025Q3: 3,570 shares 3,570 $1.06M 0.03% -3 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: 18,510 shares; 2024Q4: 16,861 shares; 2025Q1: 15,996 shares; 2025Q2: 16,086 shares; 2025Q3: 15,677 shares 15,677 $1.04M 0.03% -409 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,372 shares; 2025Q1: 2,334 shares; 2025Q2: 2,190 shares; 2025Q3: 2,183 shares 2,183 $1.04M 0.03% -7 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: 7,922 shares; 2024Q4: 8,565 shares; 2025Q1: 8,811 shares; 2025Q2: 14,861 shares; 2025Q3: 17,192 shares 17,192 $1.03M 0.03% +2,331 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: 9,394 shares; 2024Q4: 7,823 shares; 2025Q1: 10,175 shares; 2025Q2: 10,033 shares; 2025Q3: 10,383 shares 10,383 $1.02M 0.03% +350 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 6,473 shares; 2025Q1: 5,434 shares; 2025Q2: 5,181 shares; 2025Q3: 5,260 shares 5,260 $1.01M 0.03% +79 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: 8,399 shares; 2024Q4: 8,329 shares; 2025Q1: 7,470 shares; 2025Q2: 8,047 shares; 2025Q3: 9,120 shares 9,120 $1.01M 0.03% +1,073 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: 8,391 shares; 2024Q4: 10,703 shares; 2025Q1: 12,890 shares; 2025Q2: 14,325 shares; 2025Q3: 14,739 shares 14,739 $1.01M 0.03% +414 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,364 shares; 2025Q1: 2,380 shares; 2025Q2: 2,952 shares; 2025Q3: 3,035 shares 3,035 $1.01M 0.03% +83 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: 8,803 shares; 2024Q4: 8,377 shares; 2025Q1: 7,858 shares; 2025Q2: 9,051 shares; 2025Q3: 7,784 shares 7,784 $963K 0.03% -1,267 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: 8,866 shares; 2024Q4: 4,647 shares; 2025Q1: 5,087 shares; 2025Q2: 5,032 shares; 2025Q3: 4,944 shares 4,944 $962K 0.03% -88 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,845 shares; 2025Q1: 3,703 shares; 2025Q2: 3,528 shares; 2025Q3: 3,222 shares 3,222 $946K 0.03% -306 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: 988 shares; 2024Q4: 1,153 shares; 2025Q1: 1,152 shares; 2025Q2: 1,423 shares; 2025Q3: 1,462 shares 1,462 $899K 0.02% +39 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: 4,711 shares; 2024Q4: 4,081 shares; 2025Q1: 3,725 shares; 2025Q2: 4,465 shares; 2025Q3: 4,225 shares 4,225 $898K 0.02% -240 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: 739 shares; 2025Q1: 674 shares; 2025Q2: 731 shares; 2025Q3: 759 shares 759 $885K 0.02% +28 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,267 shares; 2024Q4: 14,421 shares; 2025Q1: 12,465 shares; 2025Q2: 13,410 shares; 2025Q3: 12,986 shares 12,986 $881K 0.02% -424 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: 14,449 shares; 2024Q4: 14,702 shares; 2025Q1: 15,104 shares; 2025Q2: 14,655 shares; 2025Q3: 14,605 shares 14,605 $872K 0.02% -50 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: 13,010 shares; 2024Q4: 12,420 shares; 2025Q1: 12,348 shares; 2025Q2: 12,892 shares; 2025Q3: 12,849 shares 12,849 $839K 0.02% -43 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: 3,808 shares; 2024Q4: 3,574 shares; 2025Q1: 3,164 shares; 2025Q2: 2,400 shares; 2025Q3: 2,422 shares 2,422 $836K 0.02% +22 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,897 shares; 2025Q1: 3,972 shares; 2025Q2: 5,082 shares; 2025Q3: 5,251 shares 5,251 $835K 0.02% +169 Timeline HYMB 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: 55,175 shares; 2024Q4: 55,640 shares; 2025Q1: 56,780 shares; 2025Q2: 71,109 shares; 2025Q3: 33,309 shares 33,309 $830K 0.02% -37,800 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: 6,084 shares; 2024Q4: 5,852 shares; 2025Q1: 5,153 shares; 2025Q2: 4,869 shares; 2025Q3: 3,337 shares 3,337 $823K 0.02% -1,532 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: 4,105 shares; 2024Q4: 6,099 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 11,011 shares 11,011 $819K 0.02% +7,603 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: 3,911 shares; 2024Q4: 4,146 shares; 2025Q1: 4,441 shares; 2025Q2: 5,195 shares; 2025Q3: 5,009 shares 5,009 $812K 0.02% -186 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: 974 shares; 2024Q4: 849 shares; 2025Q1: 940 shares; 2025Q2: 854 shares; 2025Q3: 753 shares 753 $812K 0.02% -101 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,520 shares; 2025Q1: 5,859 shares; 2025Q2: 7,670 shares; 2025Q3: 7,906 shares 7,906 $802K 0.02% +236 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: 10,028 shares; 2024Q4: 9,601 shares; 2025Q1: 9,589 shares; 2025Q2: 10,365 shares; 2025Q3: 10,625 shares 10,625 $802K 0.02% +260 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,791 shares; 2024Q4: 55,291 shares; 2025Q1: 45,012 shares; 2025Q2: 45,412 shares; 2025Q3: 45,409 shares 45,409 $800K 0.02% -3 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: 10,812 shares; 2024Q4: 9,246 shares; 2025Q1: 8,069 shares; 2025Q2: 8,703 shares; 2025Q3: 9,437 shares 9,437 $792K 0.02% +734 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: 4,219 shares; 2024Q4: 4,240 shares; 2025Q1: 4,081 shares; 2025Q2: 3,176 shares; 2025Q3: 3,289 shares 3,289 $777K 0.02% +113 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: 4,287 shares; 2025Q1: 5,323 shares; 2025Q2: 5,437 shares; 2025Q3: 5,697 shares 5,697 $763K 0.02% +260 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: 3,980 shares; 2024Q4: 3,758 shares; 2025Q1: 3,626 shares; 2025Q2: 3,376 shares; 2025Q3: 3,763 shares 3,763 $758K 0.02% +387 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: 2,058 shares; 2024Q4: 2,358 shares; 2025Q1: 2,616 shares; 2025Q2: 2,631 shares; 2025Q3: 2,410 shares 2,410 $732K 0.02% -221 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: 10,361 shares; 2024Q4: 9,079 shares; 2025Q1: 10,213 shares; 2025Q2: 10,222 shares; 2025Q3: 8,651 shares 8,651 $732K 0.02% -1,571 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,619 shares; 2025Q1: 1,643 shares; 2025Q2: 1,791 shares; 2025Q3: 1,634 shares 1,634 $731K 0.02% -157 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: 8,473 shares; 2024Q4: 7,831 shares; 2025Q1: 8,297 shares; 2025Q2: 8,533 shares; 2025Q3: 7,493 shares 7,493 $714K 0.02% -1,040 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,430 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,465 shares 1,465 $713K 0.02% -20 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: 7,122 shares; 2024Q4: 6,242 shares; 2025Q1: 5,650 shares; 2025Q2: 4,131 shares; 2025Q3: 5,008 shares 5,008 $703K 0.02% +877 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 301 shares; 2025Q1: 335 shares; 2025Q2: 318 shares; 2025Q3: 301 shares 301 $703K 0.02% -17 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: 780 shares; 2024Q4: 864 shares; 2025Q1: 765 shares; 2025Q2: 782 shares; 2025Q3: 761 shares 761 $701K 0.02% -21 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: 96 shares; 2024Q4: 107 shares; 2025Q1: 110 shares; 2025Q2: 130 shares; 2025Q3: 130 shares 130 $699K 0.02% 0 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: 356 shares; 2024Q4: 383 shares; 2025Q1: 399 shares; 2025Q2: 6,165 shares; 2025Q3: 6,308 shares 6,308 $680K 0.02% +143 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: 2,514 shares; 2024Q4: 2,792 shares; 2025Q1: 2,714 shares; 2025Q2: 2,610 shares; 2025Q3: 2,689 shares 2,689 $676K 0.02% +79 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: 3,928 shares; 2024Q4: 3,480 shares; 2025Q1: 3,975 shares; 2025Q2: 4,158 shares; 2025Q3: 4,052 shares 4,052 $674K 0.02% -106 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: 4,789 shares; 2024Q4: 4,025 shares; 2025Q1: 3,310 shares; 2025Q2: 3,006 shares; 2025Q3: 2,809 shares 2,809 $672K 0.02% -197 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: 1,530 shares; 2024Q4: 1,403 shares; 2025Q1: 1,204 shares; 2025Q2: 2,309 shares; 2025Q3: 3,111 shares 3,111 $672K 0.02% +802 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: 4,474 shares; 2024Q4: 3,819 shares; 2025Q1: 3,331 shares; 2025Q2: 3,188 shares; 2025Q3: 3,037 shares 3,037 $671K 0.02% -151 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: 1,112 shares; 2024Q4: 1,169 shares; 2025Q1: 1,314 shares; 2025Q2: 1,677 shares; 2025Q3: 1,741 shares 1,741 $652K 0.02% +64 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: 892 shares; 2024Q4: 1,171 shares; 2025Q1: 1,292 shares; 2025Q2: 1,464 shares; 2025Q3: 1,421 shares 1,421 $650K 0.02% -43 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,600 shares; 2025Q1: 1,543 shares; 2025Q2: 1,694 shares; 2025Q3: 2,064 shares 2,064 $639K 0.02% +370 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: 3,562 shares; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,715 shares; 2025Q3: 4,499 shares 4,499 $634K 0.02% -216 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: 2,582 shares; 2024Q4: 2,493 shares; 2025Q1: 2,565 shares; 2025Q2: 3,095 shares; 2025Q3: 3,092 shares 3,092 $633K 0.02% -3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,737 shares; 2025Q1: 3,875 shares; 2025Q2: 4,286 shares; 2025Q3: 4,021 shares 4,021 $624K 0.02% -265 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: 3,965 shares; 2025Q1: 5,261 shares; 2025Q2: 3,998 shares; 2025Q3: 4,203 shares 4,203 $612K 0.02% +205 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,686 shares; 2025Q3: 1,719 shares 1,719 $611K 0.02% +33 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: 4,760 shares; 2024Q4: 5,045 shares; 2025Q1: 5,421 shares; 2025Q2: 5,964 shares; 2025Q3: 6,251 shares 6,251 $610K 0.02% +287 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: 4,134 shares; 2024Q4: 4,114 shares; 2025Q1: 4,593 shares; 2025Q2: 6,125 shares; 2025Q3: 6,281 shares 6,281 $600K 0.02% +156 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,811 shares; 2025Q1: 2,216 shares; 2025Q2: 2,125 shares; 2025Q3: 2,119 shares 2,119 $598K 0.02% -6 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: 11,718 shares; 2024Q4: 11,511 shares; 2025Q1: 12,113 shares; 2025Q2: 8,072 shares; 2025Q3: 8,566 shares 8,566 $597K 0.02% +494 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,221 shares; 2025Q1: 2,259 shares; 2025Q2: 2,282 shares; 2025Q3: 2,830 shares 2,830 $596K 0.02% +548 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,163 shares; 2025Q1: 1,210 shares; 2025Q2: 1,201 shares; 2025Q3: 1,403 shares 1,403 $592K 0.02% +202 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: 1,977 shares; 2024Q4: 2,215 shares; 2025Q1: 2,465 shares; 2025Q2: 2,232 shares; 2025Q3: 2,406 shares 2,406 $591K 0.02% +174 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: 758 shares; 2024Q4: 1,118 shares; 2025Q1: 1,299 shares; 2025Q2: 1,784 shares; 2025Q3: 1,651 shares 1,651 $580K 0.02% -133 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: not reported; 2024Q4: not reported; 2025Q1: 7,764 shares; 2025Q2: 7,823 shares; 2025Q3: 7,673 shares 7,673 $578K 0.02% -150 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: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares 1,406 $566K 0.02% +2 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: 5,556 shares; 2024Q4: 4,925 shares; 2025Q1: 4,655 shares; 2025Q2: 4,321 shares; 2025Q3: 4,076 shares 4,076 $564K 0.02% -245 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: 802 shares; 2024Q4: 869 shares; 2025Q1: 1,174 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares 1,145 $562K 0.02% +41 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: 29,570 shares; 2024Q4: 25,304 shares; 2025Q1: 18,909 shares; 2025Q2: 20,471 shares; 2025Q3: 17,749 shares 17,749 $558K 0.02% -2,722 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: 684 shares; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 764 shares 764 $549K 0.02% +56 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: 20,543 shares; 2024Q4: 13,163 shares; 2025Q1: 10,194 shares; 2025Q2: 9,263 shares; 2025Q3: 8,614 shares 8,614 $546K 0.01% -649 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: 759 shares; 2024Q4: 805 shares; 2025Q1: 813 shares; 2025Q2: 1,042 shares; 2025Q3: 1,714 shares 1,714 $544K 0.01% +672 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,131 shares; 2025Q1: 2,786 shares; 2025Q2: 2,756 shares; 2025Q3: 2,676 shares 2,676 $538K 0.01% -80 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: 2,529 shares; 2024Q4: 2,694 shares; 2025Q1: 3,874 shares; 2025Q2: 2,932 shares; 2025Q3: 3,188 shares 3,188 $533K 0.01% +256 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: 1,564 shares; 2024Q4: 1,611 shares; 2025Q1: 1,494 shares; 2025Q2: 1,886 shares; 2025Q3: 1,905 shares 1,905 $532K 0.01% +19 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: 5,699 shares; 2024Q4: 5,839 shares; 2025Q1: 6,146 shares; 2025Q2: 6,041 shares; 2025Q3: 5,813 shares 5,813 $532K 0.01% -228 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 9,902 shares; 2025Q1: 3,496 shares; 2025Q2: 7,268 shares; 2025Q3: 7,416 shares 7,416 $530K 0.01% +148 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,244 shares; 2025Q1: 1,218 shares; 2025Q2: 1,290 shares; 2025Q3: 1,262 shares 1,262 $523K 0.01% -28 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,044 shares; 2025Q1: 965 shares; 2025Q2: 903 shares; 2025Q3: 853 shares 853 $520K 0.01% -50 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: 8,206 shares; 2024Q4: 10,082 shares; 2025Q1: 11,255 shares; 2025Q2: 9,893 shares; 2025Q3: 8,717 shares 8,717 $517K 0.01% -1,176 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: 612 shares; 2024Q4: 606 shares; 2025Q1: 594 shares; 2025Q2: 685 shares; 2025Q3: 673 shares 673 $510K 0.01% -12 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: 3,257 shares; 2025Q3: 3,544 shares 3,544 $507K 0.01% +287 Timeline IJS 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: 5,017 shares; 2024Q4: 5,016 shares; 2025Q1: 4,933 shares; 2025Q2: 4,649 shares; 2025Q3: 4,585 shares 4,585 $507K 0.01% -64 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,730 shares; 2025Q1: 2,878 shares; 2025Q2: 2,762 shares; 2025Q3: 2,965 shares 2,965 $507K 0.01% +203 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: 2,225 shares; 2024Q4: 2,112 shares; 2025Q1: 2,468 shares; 2025Q2: 2,384 shares; 2025Q3: 1,434 shares 1,434 $506K 0.01% -950 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: 9,584 shares; 2024Q4: 8,985 shares; 2025Q1: 9,415 shares; 2025Q2: 9,580 shares; 2025Q3: 8,914 shares 8,914 $495K 0.01% -666 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: 7,429 shares; 2024Q4: 7,384 shares; 2025Q1: 7,392 shares; 2025Q2: 7,181 shares; 2025Q3: 7,279 shares 7,279 $491K 0.01% +98 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 566 shares; 2025Q1: 642 shares; 2025Q2: 653 shares; 2025Q3: 504 shares 504 $488K 0.01% -149 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,181 shares; 2024Q4: 23,524 shares; 2025Q1: 23,090 shares; 2025Q2: 22,203 shares; 2025Q3: 20,758 shares 20,758 $480K 0.01% -1,445 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,763 shares; 2025Q1: 1,723 shares; 2025Q2: 1,771 shares; 2025Q3: 1,773 shares 1,773 $479K 0.01% +2 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: 4,902 shares; 2024Q4: 5,529 shares; 2025Q1: 5,902 shares; 2025Q2: 7,216 shares; 2025Q3: 7,200 shares 7,200 $476K 0.01% -16 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: 2,830 shares; 2024Q4: 3,096 shares; 2025Q1: 3,317 shares; 2025Q2: 3,495 shares; 2025Q3: 3,831 shares 3,831 $474K 0.01% +336 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,765 shares; 2025Q1: 1,735 shares; 2025Q2: 1,803 shares; 2025Q3: 1,820 shares 1,820 $474K 0.01% +17 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: 1,512 shares; 2024Q4: 1,584 shares; 2025Q1: 1,801 shares; 2025Q2: 1,935 shares; 2025Q3: 1,918 shares 1,918 $474K 0.01% -17 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 992 shares; 2025Q1: 1,245 shares; 2025Q2: 910 shares; 2025Q3: 968 shares 968 $470K 0.01% +58 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: 10,267 shares; 2024Q4: 8,556 shares; 2025Q1: 12,168 shares; 2025Q2: 15,186 shares; 2025Q3: 18,201 shares 18,201 $464K 0.01% +3,015 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: 8,727 shares; 2024Q4: 8,592 shares; 2025Q1: 8,592 shares; 2025Q2: 8,673 shares; 2025Q3: 8,558 shares 8,558 $463K 0.01% -115 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: 3,255 shares; 2024Q4: 2,517 shares; 2025Q1: 2,071 shares; 2025Q2: 1,836 shares; 2025Q3: 1,654 shares 1,654 $462K 0.01% -182 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,689 shares; 2025Q1: 4,678 shares; 2025Q2: 5,103 shares; 2025Q3: 5,145 shares 5,145 $455K 0.01% +42 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: 890 shares; 2024Q4: 1,170 shares; 2025Q1: 1,129 shares; 2025Q2: 1,149 shares; 2025Q3: 1,380 shares 1,380 $454K 0.01% +231 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,091 shares; 2025Q1: 1,280 shares; 2025Q2: 1,219 shares; 2025Q3: 1,298 shares 1,298 $449K 0.01% +79 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 755 shares; 2025Q1: 865 shares; 2025Q2: 1,057 shares; 2025Q3: 1,053 shares 1,053 $449K 0.01% -4 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,961 shares; 2025Q3: 5,304 shares 5,304 $447K 0.01% +343 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: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,029 shares; 2025Q3: 2,031 shares 2,031 $446K 0.01% +2 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,062 shares; 2025Q1: 2,331 shares; 2025Q2: 2,593 shares; 2025Q3: 2,472 shares 2,472 $440K 0.01% -121 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,288 shares; 2025Q2: 1,293 shares; 2025Q3: 1,358 shares 1,358 $439K 0.01% +65 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: not reported; 2024Q4: not reported; 2025Q1: 13,557 shares; 2025Q2: 11,172 shares; 2025Q3: 12,928 shares 12,928 $434K 0.01% +1,756 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,418 shares 1,418 $433K 0.01% -57 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: 3,562 shares; 2024Q4: 3,095 shares; 2025Q1: 3,167 shares; 2025Q2: 4,391 shares; 2025Q3: 2,954 shares 2,954 $432K 0.01% -1,437 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 984 shares 984 $428K 0.01% -60 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,298 shares; 2025Q1: 1,294 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares 1,331 $426K 0.01% 0 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: 756 shares; 2024Q4: 786 shares; 2025Q1: 725 shares; 2025Q2: 732 shares; 2025Q3: 925 shares 925 $423K 0.01% +193 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,464 shares; 2025Q1: 5,622 shares; 2025Q2: 5,248 shares; 2025Q3: 5,093 shares 5,093 $420K 0.01% -155 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,195 shares; 2025Q1: 1,417 shares; 2025Q2: 1,489 shares; 2025Q3: 1,537 shares 1,537 $418K 0.01% +48 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: 2,133 shares; 2024Q4: 2,091 shares; 2025Q1: 2,395 shares; 2025Q2: 2,556 shares; 2025Q3: 2,474 shares 2,474 $417K 0.01% -82 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,572 shares; 2025Q1: 7,611 shares; 2025Q2: 7,795 shares; 2025Q3: 6,671 shares 6,671 $408K 0.01% -1,124 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,816 shares; 2025Q1: 1,827 shares; 2025Q2: 2,029 shares; 2025Q3: 1,976 shares 1,976 $406K 0.01% -53 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 81 shares; 2025Q1: 85 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94 $405K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 2,145 shares; 2025Q3: 2,049 shares 2,049 $402K 0.01% -96 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 334 shares; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 420 shares 420 $401K 0.01% +46 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,766 shares; 2025Q2: 1,779 shares; 2025Q3: 1,778 shares 1,778 $401K 0.01% -1 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: 3,139 shares; 2024Q4: 3,058 shares; 2025Q1: 5,501 shares; 2025Q2: 5,500 shares; 2025Q3: 5,017 shares 5,017 $401K 0.01% -483 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,538 shares; 2025Q1: 3,678 shares; 2025Q2: 3,960 shares; 2025Q3: 4,232 shares 4,232 $401K 0.01% +272 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: 11,560 shares; 2024Q4: 8,745 shares; 2025Q1: 5,743 shares; 2025Q2: 4,901 shares; 2025Q3: 4,426 shares 4,426 $398K 0.01% -475 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,030 shares; 2025Q1: 3,171 shares; 2025Q2: 3,833 shares; 2025Q3: 3,644 shares 3,644 $397K 0.01% -189 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: 3,829 shares; 2024Q4: 3,838 shares; 2025Q1: 3,811 shares; 2025Q2: 3,943 shares; 2025Q3: 3,942 shares 3,942 $396K 0.01% -1 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,206 shares; 2025Q1: 2,658 shares; 2025Q2: 2,680 shares; 2025Q3: 2,474 shares 2,474 $396K 0.01% -206 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: 1,166 shares; 2024Q4: 1,363 shares; 2025Q1: 1,421 shares; 2025Q2: 1,494 shares; 2025Q3: 1,397 shares 1,397 $394K 0.01% -97 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 2,675 shares; 2025Q1: 2,482 shares; 2025Q2: 2,520 shares; 2025Q3: 2,048 shares 2,048 $394K 0.01% -472 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,205 shares; 2024Q4: 11,340 shares; 2025Q1: 8,500 shares; 2025Q2: 8,439 shares; 2025Q3: 8,080 shares 8,080 $390K 0.01% -359 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: 4,684 shares; 2024Q4: 6,100 shares; 2025Q1: 6,985 shares; 2025Q2: 4,689 shares; 2025Q3: 5,207 shares 5,207 $379K 0.01% +518 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 10,760 shares; 2025Q2: 16,964 shares; 2025Q3: 16,966 shares 16,966 $375K 0.01% +2 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: 1,874 shares; 2024Q4: 2,240 shares; 2025Q1: 2,301 shares; 2025Q2: 2,644 shares; 2025Q3: 2,813 shares 2,813 $369K 0.01% +169 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: 368 shares; 2025Q1: 403 shares; 2025Q2: 468 shares; 2025Q3: 477 shares 477 $369K 0.01% +9 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: 2,110 shares; 2024Q4: 2,235 shares; 2025Q1: 2,199 shares; 2025Q2: 2,668 shares; 2025Q3: 2,820 shares 2,820 $366K 0.01% +152 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 3,186 shares; 2025Q1: 3,429 shares; 2025Q2: 3,167 shares; 2025Q3: 2,814 shares 2,814 $363K 0.01% -353 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: 987 shares; 2024Q4: 981 shares; 2025Q1: 1,130 shares; 2025Q2: 1,071 shares; 2025Q3: 926 shares 926 $363K 0.01% -145 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 3,898 shares; 2025Q1: 3,965 shares; 2025Q2: 3,916 shares; 2025Q3: 2,723 shares 2,723 $361K 0.01% -1,193 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,897 shares; 2025Q1: 3,082 shares; 2025Q2: 3,193 shares; 2025Q3: 3,203 shares 3,203 $360K 0.01% +10 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 8,649 shares; 2025Q1: 12,317 shares; 2025Q2: 9,548 shares; 2025Q3: 7,782 shares 7,782 $351K 0.01% -1,766 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: 6,288 shares; 2024Q4: 3,314 shares; 2025Q1: 2,625 shares; 2025Q2: 2,757 shares; 2025Q3: 2,607 shares 2,607 $347K 0.01% -150 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 5,859 shares; 2025Q1: 4,656 shares; 2025Q2: 4,054 shares; 2025Q3: 3,730 shares 3,730 $341K 0.01% -324 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 1,005 shares 1,005 $339K 0.01% +202 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,806 shares; 2025Q1: 1,917 shares; 2025Q2: 1,799 shares; 2025Q3: 1,806 shares 1,806 $339K 0.01% +7 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,172 shares; 2024Q4: 9,834 shares; 2025Q1: 8,271 shares; 2025Q2: 7,819 shares; 2025Q3: 8,349 shares 8,349 $327K 0.01% +530 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 6,351 shares; 2025Q1: 5,909 shares; 2025Q2: 5,094 shares; 2025Q3: 5,370 shares 5,370 $327K 0.01% +276 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 618 shares; 2025Q1: 595 shares; 2025Q2: 684 shares; 2025Q3: 685 shares 685 $326K 0.01% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 6,578 shares; 2025Q3: 6,640 shares 6,640 $326K 0.01% +62 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: 17,630 shares; 2024Q4: 12,255 shares; 2025Q1: 8,327 shares; 2025Q2: 7,067 shares; 2025Q3: 6,449 shares 6,449 $325K 0.01% -618 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,554 shares; 2025Q1: 1,448 shares; 2025Q2: 1,649 shares; 2025Q3: 1,393 shares 1,393 $320K 0.01% -256 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 5,097 shares; 2025Q1: 3,873 shares; 2025Q2: 4,631 shares; 2025Q3: 4,065 shares 4,065 $319K 0.01% -566 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: 962 shares; 2024Q4: 1,099 shares; 2025Q1: 1,097 shares; 2025Q2: 1,271 shares; 2025Q3: 1,351 shares 1,351 $319K 0.01% +80 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: 3,210 shares; 2024Q4: 2,601 shares; 2025Q1: 1,966 shares; 2025Q2: 1,819 shares; 2025Q3: 1,693 shares 1,693 $317K 0.01% -126 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 1,752 shares; 2025Q1: 1,247 shares; 2025Q2: 1,079 shares; 2025Q3: 1,013 shares 1,013 $312K 0.01% -66 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: 27,307 shares; 2024Q4: 19,879 shares; 2025Q1: 17,881 shares; 2025Q2: 2,938 shares; 2025Q3: 2,234 shares 2,234 $311K 0.01% -704 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,261 shares; 2025Q1: 10,355 shares; 2025Q2: 12,408 shares; 2025Q3: 10,966 shares 10,966 $310K 0.01% -1,442 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,593 shares; 2025Q1: 1,560 shares; 2025Q2: 1,627 shares; 2025Q3: 1,640 shares 1,640 $310K 0.01% +13 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 745 shares; 2025Q1: 697 shares; 2025Q2: 702 shares; 2025Q3: 621 shares 621 $310K 0.01% -81 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: 2,507 shares; 2024Q4: 2,615 shares; 2025Q1: 2,830 shares; 2025Q2: 2,847 shares; 2025Q3: 2,766 shares 2,766 $309K 0.01% -81 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,581 shares 4,581 $307K 0.01% 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: 7,031 shares; 2024Q4: 7,772 shares; 2025Q1: 7,552 shares; 2025Q2: 6,494 shares; 2025Q3: 6,329 shares 6,329 $306K 0.01% -165 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 619 shares 619 $305K 0.01% +96 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,531 shares; 2025Q1: 1,470 shares; 2025Q2: 1,455 shares; 2025Q3: 1,275 shares 1,275 $304K 0.01% -180 Timeline BIV 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: 6,116 shares; 2024Q4: 4,808 shares; 2025Q1: 4,205 shares; 2025Q2: 4,367 shares; 2025Q3: 3,884 shares 3,884 $303K 0.01% -483 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,918 shares 5,918 $301K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,102 shares; 2025Q3: 2,166 shares 2,166 $300K 0.01% +64 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares; 2025Q2: 10,327 shares; 2025Q3: 10,318 shares 10,318 $297K 0.01% -9 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: not reported; 2025Q3: 1,738 shares 1,738 $296K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares 2,444 $295K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 940 shares; 2025Q1: 1,137 shares; 2025Q2: 1,040 shares; 2025Q3: 1,066 shares 1,066 $292K 0.01% +26 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: 10,306 shares; 2025Q3: 10,306 shares 10,306 $288K 0.01% 0 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: 6,751 shares; 2024Q4: 6,528 shares; 2025Q1: 6,737 shares; 2025Q2: 6,198 shares; 2025Q3: 6,287 shares 6,287 $287K 0.01% +89 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,338 shares 1,338 $287K 0.01% +18 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,035 shares; 2025Q1: 1,906 shares; 2025Q2: 1,957 shares; 2025Q3: 1,884 shares 1,884 $287K 0.01% -73 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: 1,041 shares; 2024Q4: 1,142 shares; 2025Q1: 1,278 shares; 2025Q2: 1,022 shares; 2025Q3: 1,096 shares 1,096 $286K 0.01% +74 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,672 shares; 2025Q2: 12,084 shares; 2025Q3: 14,613 shares 14,613 $285K 0.01% +2,529 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: 2,103 shares; 2024Q4: 2,222 shares; 2025Q1: 2,085 shares; 2025Q2: 2,287 shares; 2025Q3: 2,543 shares 2,543 $285K 0.01% +256 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,253 shares; 2025Q1: 1,221 shares; 2025Q2: 1,189 shares; 2025Q3: 1,098 shares 1,098 $282K 0.01% -91 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,659 shares 1,659 $281K 0.01% +90 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 4,192 shares; 2025Q1: 3,812 shares; 2025Q2: 4,364 shares; 2025Q3: 4,097 shares 4,097 $275K 0.01% -267 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,149 shares; 2025Q1: 1,178 shares; 2025Q2: 1,264 shares; 2025Q3: 1,278 shares 1,278 $274K 0.01% +14 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,001 shares; 2025Q1: 886 shares; 2025Q2: 1,054 shares; 2025Q3: 940 shares 940 $272K 0.01% -114 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 3,818 shares; 2025Q1: 3,919 shares; 2025Q2: 4,532 shares; 2025Q3: 4,346 shares 4,346 $271K 0.01% -186 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 10,472 shares; 2025Q1: 10,296 shares; 2025Q2: 10,296 shares; 2025Q3: 10,296 shares 10,296 $271K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 3,711 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares 4,008 $271K 0.01% +2 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,292 shares; 2025Q1: 1,290 shares; 2025Q2: 1,370 shares; 2025Q3: 1,355 shares 1,355 $268K 0.01% -15 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 815 shares 815 $263K 0.01% +77 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,180 shares; 2025Q1: 4,232 shares; 2025Q2: 4,095 shares; 2025Q3: 3,571 shares 3,571 $261K 0.01% -524 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: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,022 shares; 2025Q2: 2,109 shares; 2025Q3: 1,789 shares 1,789 $261K 0.01% -320 Timeline JIRE 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: 3,539 shares 3,539 $260K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 1,002 shares 1,002 $260K 0.01% +62 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: 2,553 shares; 2024Q4: 1,909 shares; 2025Q1: 1,472 shares; 2025Q2: 1,376 shares; 2025Q3: 1,346 shares 1,346 $260K 0.01% -30 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,009 shares; 2025Q1: 5,753 shares; 2025Q2: 6,820 shares; 2025Q3: 5,777 shares 5,777 $260K 0.01% -1,043 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,184 shares; 2025Q3: 9,437 shares 9,437 $258K 0.01% -1,747 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: not reported; 2024Q4: 6,567 shares; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,216 shares 7,216 $256K 0.01% +216 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: 1,440 shares; 2024Q4: 1,433 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,345 shares 1,345 $255K 0.01% -1,055 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,703 shares; 2025Q1: 4,093 shares; 2025Q2: 3,843 shares; 2025Q3: 3,750 shares 3,750 $252K 0.01% -93 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,637 shares; 2025Q3: 1,662 shares 1,662 $251K 0.01% +25 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 3,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares 3,078 $250K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares 836 $249K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,217 shares; 2025Q3: 2,261 shares 2,261 $249K 0.01% +44 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares 827 $249K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,544 shares; 2025Q2: 18,764 shares; 2025Q3: 20,783 shares 20,783 $249K 0.01% +2,019 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: 1,643 shares; 2024Q4: 1,369 shares; 2025Q1: 1,392 shares; 2025Q2: not reported; 2025Q3: 1,244 shares 1,244 $247K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,297 shares; 2025Q1: 995 shares; 2025Q2: 909 shares; 2025Q3: 903 shares 903 $246K 0.01% -6 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: 2,865 shares; 2024Q4: 2,259 shares; 2025Q1: 3,504 shares; 2025Q2: not reported; 2025Q3: 2,149 shares 2,149 $246K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,134 shares 1,134 $245K 0.01% +116 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: 5,787 shares; 2024Q4: 5,024 shares; 2025Q1: 4,151 shares; 2025Q2: 3,616 shares; 2025Q3: 3,131 shares 3,131 $240K 0.01% -485 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: 152 shares; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 204 shares; 2025Q3: 182 shares 182 $239K 0.01% -22 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,517 shares 1,517 $239K 0.01% +78 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: 746 shares; 2024Q4: 738 shares; 2025Q1: 868 shares; 2025Q2: 931 shares; 2025Q3: 825 shares 825 $238K 0.01% -106 Timeline TFLO 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: 4,732 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares 4,679 $237K 0.01% 0 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: 2,105 shares; 2025Q2: 2,836 shares; 2025Q3: 1,967 shares 1,967 $235K 0.01% -869 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,032 shares; 2025Q1: 3,860 shares; 2025Q2: 3,786 shares; 2025Q3: 2,438 shares 2,438 $233K 0.01% -1,348 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,192 shares; 2025Q3: 3,820 shares 3,820 $232K 0.01% -372 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: 835 shares; 2024Q4: 4,555 shares; 2025Q1: 4,350 shares; 2025Q2: 4,189 shares; 2025Q3: 4,082 shares 4,082 $232K 0.01% -107 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,195 shares; 2025Q1: 1,807 shares; 2025Q2: 1,675 shares; 2025Q3: 1,637 shares 1,637 $232K 0.01% -38 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: not reported; 2024Q4: 447 shares; 2025Q1: 454 shares; 2025Q2: 484 shares; 2025Q3: 469 shares 469 $230K 0.01% -15 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,402 shares; 2025Q1: 2,328 shares; 2025Q2: 2,372 shares; 2025Q3: 2,167 shares 2,167 $225K 0.01% -205 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 269 shares; 2025Q1: 263 shares; 2025Q2: 325 shares; 2025Q3: 287 shares 287 $225K 0.01% -38 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares 528 $223K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares 2,448 $223K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,681 shares 4,681 $221K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 300 shares; 2025Q3: 306 shares 306 $220K 0.01% +6 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,123 shares 2,123 $219K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,257 shares; 2025Q1: 1,340 shares; 2025Q2: 1,292 shares; 2025Q3: 1,370 shares 1,370 $218K 0.01% +78 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,161 shares; 2025Q3: 2,179 shares 2,179 $217K 0.01% +18 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares 2,243 $216K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,531 shares 1,531 $216K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares 2,295 $214K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,076 shares; 2024Q4: 5,824 shares; 2025Q1: 4,166 shares; 2025Q2: 4,405 shares; 2025Q3: 2,703 shares 2,703 $213K 0.01% -1,702 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,843 shares; 2025Q1: 1,193 shares; 2025Q2: 1,139 shares; 2025Q3: 1,129 shares 1,129 $212K 0.01% -10 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 329 shares 329 $210K 0.01% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares 109 $209K 0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares 2,015 $208K 0.01% new Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,092 shares 1,092 $208K 0.01% new Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares 989 $206K 0.01% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,031 shares 1,031 $206K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares 1,626 $205K 0.01% new Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,354 shares 1,354 $204K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 784 shares; 2025Q1: 735 shares; 2025Q2: 746 shares; 2025Q3: 808 shares 808 $203K 0.01% +62 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,153 shares 4,153 $202K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,138 shares; 2025Q1: 2,483 shares; 2025Q2: 2,840 shares; 2025Q3: 2,400 shares 2,400 $202K 0.01% -440 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: 33,796 shares; 2024Q4: 27,255 shares; 2025Q1: 18,651 shares; 2025Q2: 16,154 shares; 2025Q3: 16,656 shares 16,656 $149K <0.01% +502 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,027 shares; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares 19,475 $101K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 17,000 shares 17,000 $97.1K <0.01% +500 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,469 shares 13,469 $90K <0.01% new Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,100 shares; 2025Q2: 23,100 shares; 2025Q3: 23,500 shares 23,500 $78.5K <0.01% +400 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER 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: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares 13,700 $27.2K <0.01% 0 Timeline