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: 63,168 shares; 2024Q4: 63,945 shares; 2025Q1: 113,563 shares; 2025Q2: 118,957 shares; 2025Q3: 173,915 shares 173,915 $107M 11.53% +54,958 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 23,848 shares; 2025Q1: 235,246 shares; 2025Q2: 281,193 shares; 2025Q3: 622,529 shares 622,529 $75.4M 8.16% +341,336 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865,434 shares; 2024Q4: 1,660,243 shares; 2025Q1: 1,631,441 shares; 2025Q2: 1,598,557 shares; 2025Q3: 1,246,840 shares 1,246,840 $55.8M 6.04% -351,717 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466,116 shares; 2025Q3: 520,917 shares 520,917 $48.6M 5.27% +54,801 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: 64,176 shares; 2024Q4: 318,543 shares; 2025Q1: 179,433 shares; 2025Q2: 305,181 shares; 2025Q3: 333,874 shares 333,874 $34.9M 3.78% +28,693 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242,555 shares; 2024Q4: 1,071,969 shares; 2025Q1: 1,022,039 shares; 2025Q2: 990,006 shares; 2025Q3: 835,147 shares 835,147 $34.6M 3.74% -154,859 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 6,977 shares; 2025Q1: 47,458 shares; 2025Q2: 53,530 shares; 2025Q3: 50,700 shares 50,700 $30.4M 3.3% -2,830 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,833 shares; 2024Q4: 227,833 shares; 2025Q1: 227,833 shares; 2025Q2: 522,438 shares; 2025Q3: 403,635 shares 403,635 $18.4M 1.99% -118,803 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,989 shares; 2024Q4: 34,739 shares; 2025Q1: 34,739 shares; 2025Q2: 164,883 shares; 2025Q3: 127,388 shares 127,388 $18.2M 1.97% -37,495 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,053 shares; 2024Q4: 825,183 shares; 2025Q1: 555,153 shares; 2025Q2: 531,007 shares; 2025Q3: 507,719 shares 507,719 $11.5M 1.25% -23,288 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,748 shares; 2024Q4: 28,881 shares; 2025Q1: 60,302 shares; 2025Q2: 48,056 shares; 2025Q3: 42,032 shares 42,032 $10.7M 1.16% -6,024 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: 9,411 shares; 2024Q4: 13,892 shares; 2025Q1: 24,336 shares; 2025Q2: 19,986 shares; 2025Q3: 19,978 shares 19,978 $10.3M 1.12% -8 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: 88,932 shares; 2024Q4: 93,263 shares; 2025Q1: 126,802 shares; 2025Q2: 144,771 shares; 2025Q3: 166,935 shares 166,935 $10M 1.08% +22,164 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: 22,956 shares; 2024Q4: 30,588 shares; 2025Q1: 45,703 shares; 2025Q2: 41,750 shares; 2025Q3: 47,244 shares 47,244 $8.81M 0.95% +5,494 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,096 shares; 2024Q4: 448,510 shares; 2025Q1: 304,407 shares; 2025Q2: 296,617 shares; 2025Q3: 297,085 shares 297,085 $8.01M 0.87% +468 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 4,181 shares; 2025Q1: 6,894 shares; 2025Q2: 8,755 shares; 2025Q3: 22,987 shares 22,987 $6.75M 0.73% +14,232 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647,993 shares; 2024Q4: 623,612 shares; 2025Q1: 468,171 shares; 2025Q2: 21,547 shares; 2025Q3: 26,146 shares 26,146 $6.33M 0.69% +4,599 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 28,673 shares 28,673 $5.98M 0.65% +26,483 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: 5,061 shares; 2024Q4: 5,241 shares; 2025Q1: 16,500 shares; 2025Q2: 12,025 shares; 2025Q3: 9,120 shares 9,120 $5.98M 0.65% -2,905 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: 17,260 shares; 2024Q4: 15,404 shares; 2025Q1: 21,711 shares; 2025Q2: 20,475 shares; 2025Q3: 23,252 shares 23,252 $5.65M 0.61% +2,777 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 60,484 shares 60,484 $5.04M 0.55% +56,127 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: 9,512 shares; 2024Q4: 13,123 shares; 2025Q1: 24,469 shares; 2025Q2: 19,698 shares; 2025Q3: 22,488 shares 22,488 $4.94M 0.53% +2,790 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,875 shares; 2024Q4: 34,036 shares; 2025Q1: 419,854 shares; 2025Q2: 263,310 shares; 2025Q3: 87,178 shares 87,178 $4.72M 0.51% -176,132 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: 14,941 shares; 2024Q4: 15,679 shares; 2025Q1: 16,519 shares; 2025Q2: 21,021 shares; 2025Q3: 24,251 shares 24,251 $4.72M 0.51% +3,230 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: 91,995 shares; 2024Q4: 99,243 shares; 2025Q1: 133,871 shares; 2025Q2: 91,163 shares; 2025Q3: 100,372 shares 100,372 $4.69M 0.51% +9,209 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,830 shares; 2024Q4: 105,330 shares; 2025Q1: 107,438 shares; 2025Q2: 53,820 shares; 2025Q3: 58,536 shares 58,536 $4.59M 0.5% +4,716 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: 41,517 shares; 2024Q4: 45,084 shares; 2025Q1: 47,744 shares; 2025Q2: 58,642 shares; 2025Q3: 66,535 shares 66,535 $4.51M 0.49% +7,893 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: 56,396 shares; 2024Q4: 58,910 shares; 2025Q1: 61,463 shares; 2025Q2: 67,176 shares; 2025Q3: 75,229 shares 75,229 $4.45M 0.48% +8,053 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,394 shares; 2024Q4: 215,080 shares; 2025Q1: 188,298 shares; 2025Q2: 203,779 shares; 2025Q3: 163,252 shares 163,252 $4.45M 0.48% -40,527 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,408 shares; 2024Q4: 107,713 shares; 2025Q1: 109,562 shares; 2025Q2: 93,511 shares; 2025Q3: 74,361 shares 74,361 $4.42M 0.48% -19,150 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,867 shares; 2025Q1: 34,515 shares; 2025Q2: 33,224 shares; 2025Q3: 50,166 shares 50,166 $4.41M 0.48% +16,942 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: 19,531 shares; 2024Q4: 70,282 shares; 2025Q1: 58,650 shares; 2025Q2: 55,986 shares; 2025Q3: 56,073 shares 56,073 $4.4M 0.48% +87 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,046 shares; 2025Q1: 103,976 shares; 2025Q2: 64,518 shares; 2025Q3: 84,114 shares 84,114 $4.4M 0.48% +19,596 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,293 shares; 2025Q1: 28,255 shares; 2025Q2: 38,211 shares; 2025Q3: 30,749 shares 30,749 $4.4M 0.48% -7,462 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,437 shares; 2024Q4: 228,185 shares; 2025Q1: 205,281 shares; 2025Q2: 174,037 shares; 2025Q3: 154,887 shares 154,887 $4.39M 0.48% -19,150 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,815 shares; 2025Q1: 75,792 shares; 2025Q2: 61,271 shares; 2025Q3: 50,616 shares 50,616 $4.38M 0.47% -10,655 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,554 shares; 2025Q1: 47,040 shares; 2025Q2: 52,032 shares; 2025Q3: 48,633 shares 48,633 $4.36M 0.47% -3,399 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: 4,410 shares; 2024Q4: 17,107 shares; 2025Q1: 10,693 shares; 2025Q2: 12,524 shares; 2025Q3: 10,197 shares 10,197 $4.35M 0.47% -2,327 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE 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: 170,358 shares; 2025Q1: 117,510 shares; 2025Q2: 134,509 shares; 2025Q3: 135,340 shares 135,340 $4.34M 0.47% +831 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: 31,528 shares; 2024Q4: 32,503 shares; 2025Q1: 33,647 shares; 2025Q2: 31,603 shares; 2025Q3: 35,323 shares 35,323 $4.26M 0.46% +3,720 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 218,623 shares; 2025Q1: 185,161 shares; 2025Q2: 173,704 shares; 2025Q3: 263,845 shares 263,845 $3.99M 0.43% +90,141 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,012 shares; 2024Q4: 130,265 shares; 2025Q1: 139,862 shares; 2025Q2: 134,560 shares; 2025Q3: 152,213 shares 152,213 $3.57M 0.39% +17,653 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,445 shares; 2025Q1: 355,862 shares; 2025Q2: 252,563 shares; 2025Q3: 193,639 shares 193,639 $3.49M 0.38% -58,924 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: 4,685 shares; 2024Q4: 3,053 shares; 2025Q1: 4,289 shares; 2025Q2: 3,911 shares; 2025Q3: 4,719 shares 4,719 $3.47M 0.38% +808 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,757 shares; 2024Q4: 184,097 shares; 2025Q1: 148,831 shares; 2025Q2: 127,739 shares; 2025Q3: 93,731 shares 93,731 $3.31M 0.36% -34,008 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: 32,332 shares; 2024Q4: 28,345 shares; 2025Q1: 26,099 shares; 2025Q2: 29,151 shares; 2025Q3: 16,773 shares 16,773 $3.23M 0.35% -12,378 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,918 shares; 2024Q4: 111,748 shares; 2025Q1: 112,202 shares; 2025Q2: 84,368 shares; 2025Q3: 61,465 shares 61,465 $3.22M 0.35% -22,903 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,129 shares; 2025Q1: 164,179 shares; 2025Q2: 147,721 shares; 2025Q3: 137,519 shares 137,519 $3.2M 0.35% -10,202 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,099 shares; 2025Q1: 63,204 shares; 2025Q2: 54,454 shares; 2025Q3: 47,518 shares 47,518 $3.2M 0.35% -6,936 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,240 shares; 2025Q1: 39,385 shares; 2025Q2: 28,492 shares; 2025Q3: 28,423 shares 28,423 $3.19M 0.35% -69 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,727 shares; 2024Q4: 141,230 shares; 2025Q1: 127,572 shares; 2025Q2: 123,581 shares; 2025Q3: 74,945 shares 74,945 $3.18M 0.34% -48,636 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,205 shares; 2024Q4: 75,653 shares; 2025Q1: 76,836 shares; 2025Q2: 44,499 shares; 2025Q3: 41,516 shares 41,516 $3.18M 0.34% -2,983 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,836 shares; 2024Q4: 64,141 shares; 2025Q1: 70,518 shares; 2025Q2: 63,252 shares; 2025Q3: 60,474 shares 60,474 $3.18M 0.34% -2,778 Timeline PREMIER INC PREMIER INC More: the full row for PREMIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,726 shares; 2025Q1: 191,742 shares; 2025Q2: 218,239 shares; 2025Q3: 114,188 shares 114,188 $3.17M 0.34% -104,051 VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,937 shares; 2025Q1: 19,846 shares; 2025Q2: 16,475 shares; 2025Q3: 11,349 shares 11,349 $3.17M 0.34% -5,126 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,107 shares; 2025Q1: 59,589 shares; 2025Q2: 52,068 shares; 2025Q3: 46,919 shares 46,919 $3.17M 0.34% -5,149 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,327 shares; 2025Q1: 146,132 shares; 2025Q2: 143,131 shares; 2025Q3: 113,162 shares 113,162 $3.16M 0.34% -29,969 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,084 shares; 2025Q1: 27,649 shares; 2025Q2: 26,709 shares; 2025Q3: 29,384 shares 29,384 $3.14M 0.34% +2,675 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,287 shares; 2025Q1: 15,372 shares; 2025Q2: 17,400 shares; 2025Q3: 14,662 shares 14,662 $3.1M 0.34% -2,738 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,611 shares; 2024Q4: 25,087 shares; 2025Q1: 19,364 shares; 2025Q2: 26,346 shares; 2025Q3: 15,667 shares 15,667 $3.1M 0.34% -10,679 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: 7,218 shares; 2024Q4: 7,587 shares; 2025Q1: 8,072 shares; 2025Q2: 13,010 shares; 2025Q3: 14,554 shares 14,554 $3.01M 0.33% +1,544 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,350 shares; 2024Q4: 102,452 shares; 2025Q1: 92,654 shares; 2025Q2: 87,449 shares; 2025Q3: 63,181 shares 63,181 $2.94M 0.32% -24,268 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: 2,837 shares; 2024Q4: 4,066 shares; 2025Q1: 5,822 shares; 2025Q2: 5,255 shares; 2025Q3: 6,591 shares 6,591 $2.93M 0.32% +1,336 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,746 shares; 2025Q3: 60,493 shares 60,493 $2.82M 0.31% +6,747 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: 2,255 shares; 2024Q4: 3,436 shares; 2025Q1: 5,837 shares; 2025Q2: 4,890 shares; 2025Q3: 5,592 shares 5,592 $2.81M 0.3% +702 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: 9,277 shares; 2024Q4: 9,309 shares; 2025Q1: 10,565 shares; 2025Q2: 36,597 shares; 2025Q3: 41,553 shares 41,553 $2.74M 0.3% +4,956 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: 3,748 shares; 2024Q4: 5,700 shares; 2025Q1: 7,748 shares; 2025Q2: 7,101 shares; 2025Q3: 8,255 shares 8,255 $2.72M 0.3% +1,154 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: 10,722 shares; 2024Q4: 10,805 shares; 2025Q1: 11,741 shares; 2025Q2: 9,741 shares; 2025Q3: 12,942 shares 12,942 $2.72M 0.3% +3,201 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: 13,837 shares; 2024Q4: 12,603 shares; 2025Q1: 13,898 shares; 2025Q2: 13,747 shares; 2025Q3: 17,324 shares 17,324 $2.69M 0.29% +3,577 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,471 shares 5,471 $2.62M 0.28% new 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: 17,193 shares; 2024Q4: 18,938 shares; 2025Q1: 18,344 shares; 2025Q2: 21,543 shares; 2025Q3: 23,316 shares 23,316 $2.48M 0.27% +1,773 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: 3,969 shares; 2024Q4: 5,092 shares; 2025Q1: 8,573 shares; 2025Q2: 7,075 shares; 2025Q3: 6,953 shares 6,953 $2.19M 0.24% -122 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,091 shares; 2024Q4: 11,177 shares; 2025Q1: 2,283 shares; 2025Q2: 2,292 shares; 2025Q3: 7,742 shares 7,742 $2.19M 0.24% +5,450 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: 15,074 shares; 2024Q4: 15,209 shares; 2025Q1: 14,866 shares; 2025Q2: 13,856 shares; 2025Q3: 11,548 shares 11,548 $2.18M 0.24% -2,308 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: 8,108 shares; 2024Q4: 8,026 shares; 2025Q1: 9,987 shares; 2025Q2: 8,834 shares; 2025Q3: 20,135 shares 20,135 $2.08M 0.22% +11,301 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: 20,595 shares; 2024Q4: 22,004 shares; 2025Q1: 23,105 shares; 2025Q2: 16,070 shares; 2025Q3: 18,077 shares 18,077 $2.06M 0.22% +2,007 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,134 shares; 2025Q1: 2,005 shares; 2025Q2: 2,541 shares; 2025Q3: 2,717 shares 2,717 $1.82M 0.2% +176 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: 17,249 shares; 2024Q4: 18,581 shares; 2025Q1: 20,885 shares; 2025Q2: 16,959 shares; 2025Q3: 18,937 shares 18,937 $1.8M 0.2% +1,978 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,603 shares; 2025Q1: 2,228 shares; 2025Q2: 1,827 shares; 2025Q3: 1,908 shares 1,908 $1.77M 0.19% +81 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: 8,484 shares; 2024Q4: 11,156 shares; 2025Q1: 46,624 shares; 2025Q2: 16,579 shares; 2025Q3: 15,455 shares 15,455 $1.74M 0.19% -1,124 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,876 shares; 2025Q3: 29,650 shares 29,650 $1.71M 0.18% +2,774 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: 1,205 shares; 2024Q4: 1,720 shares; 2025Q1: 1,779 shares; 2025Q2: 2,045 shares; 2025Q3: 2,226 shares 2,226 $1.7M 0.18% +181 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: 3,531 shares; 2024Q4: 3,641 shares; 2025Q1: 25,779 shares; 2025Q2: 26,503 shares; 2025Q3: 20,225 shares 20,225 $1.7M 0.18% -6,278 Timeline THRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,870 shares; 2025Q3: 44,604 shares 44,604 $1.69M 0.18% +5,734 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: 7,384 shares; 2024Q4: 7,608 shares; 2025Q1: 7,851 shares; 2025Q2: 7,728 shares; 2025Q3: 8,420 shares 8,420 $1.65M 0.18% +692 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: 38,796 shares; 2024Q4: 66,276 shares; 2025Q1: 36,167 shares; 2025Q2: 34,149 shares; 2025Q3: 24,465 shares 24,465 $1.62M 0.18% -9,684 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: 7,593 shares; 2024Q4: 7,636 shares; 2025Q1: 3,995 shares; 2025Q2: 3,789 shares; 2025Q3: 4,501 shares 4,501 $1.54M 0.17% +712 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,201 shares; 2025Q1: 2,204 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares 2,015 $1.5M 0.16% 0 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: 71,543 shares; 2024Q4: 59,667 shares; 2025Q1: 75,149 shares; 2025Q2: 82,047 shares; 2025Q3: 58,668 shares 58,668 $1.5M 0.16% -23,379 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: 105,737 shares; 2024Q4: 511,184 shares; 2025Q1: 26,951 shares; 2025Q2: 26,620 shares; 2025Q3: 26,962 shares 26,962 $1.49M 0.16% +342 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: 1,261 shares; 2024Q4: 1,291 shares; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 5,213 shares 5,213 $1.47M 0.16% +3,983 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: 31,757 shares; 2024Q4: 35,880 shares; 2025Q1: 33,859 shares; 2025Q2: 31,212 shares; 2025Q3: 24,109 shares 24,109 $1.47M 0.16% -7,103 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: 18,236 shares; 2024Q4: 20,171 shares; 2025Q1: 21,682 shares; 2025Q2: 24,124 shares; 2025Q3: 27,355 shares 27,355 $1.46M 0.16% +3,231 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 29,818 shares; 2025Q1: 27,316 shares; 2025Q2: 27,451 shares; 2025Q3: 20,373 shares 20,373 $1.45M 0.16% -7,078 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: 34,431 shares; 2024Q4: 25,108 shares; 2025Q1: 28,731 shares; 2025Q2: 26,787 shares; 2025Q3: 18,891 shares 18,891 $1.42M 0.15% -7,896 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: 48,070 shares; 2024Q4: 46,923 shares; 2025Q1: 48,164 shares; 2025Q2: 43,504 shares; 2025Q3: 32,203 shares 32,203 $1.42M 0.15% -11,301 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,933 shares; 2024Q4: 91,675 shares; 2025Q1: 83,536 shares; 2025Q2: 95,138 shares; 2025Q3: 73,232 shares 73,232 $1.4M 0.15% -21,906 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: 101,221 shares; 2024Q4: 89,851 shares; 2025Q1: 74,418 shares; 2025Q2: 69,833 shares; 2025Q3: 49,576 shares 49,576 $1.4M 0.15% -20,257 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,769 shares; 2025Q1: 80,692 shares; 2025Q2: 103,012 shares; 2025Q3: 56,860 shares 56,860 $1.38M 0.15% -46,152 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,112 shares; 2025Q3: 3,968 shares 3,968 $1.38M 0.15% -1,144 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,880 shares; 2025Q1: 43,535 shares; 2025Q2: 39,601 shares; 2025Q3: 29,990 shares 29,990 $1.37M 0.15% -9,611 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,105 shares; 2024Q4: 62,467 shares; 2025Q1: 60,910 shares; 2025Q2: 68,491 shares; 2025Q3: 49,098 shares 49,098 $1.37M 0.15% -19,393 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: 10,234 shares; 2024Q4: 14,485 shares; 2025Q1: not reported; 2025Q2: 14,675 shares; 2025Q3: 10,062 shares 10,062 $1.37M 0.15% -4,613 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 19,290 shares; 2025Q1: 20,630 shares; 2025Q2: 22,436 shares; 2025Q3: 16,760 shares 16,760 $1.37M 0.15% -5,676 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: 35,161 shares; 2024Q4: 34,601 shares; 2025Q1: 31,595 shares; 2025Q2: 31,778 shares; 2025Q3: 22,230 shares 22,230 $1.36M 0.15% -9,548 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: 180,281 shares; 2024Q4: 172,312 shares; 2025Q1: 178,295 shares; 2025Q2: 173,436 shares; 2025Q3: 113,649 shares 113,649 $1.36M 0.15% -59,787 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,727 shares; 2024Q4: 21,751 shares; 2025Q1: 25,029 shares; 2025Q2: 25,771 shares; 2025Q3: 17,542 shares 17,542 $1.35M 0.15% -8,229 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,023 shares; 2024Q4: not reported; 2025Q1: 23,342 shares; 2025Q2: 26,176 shares; 2025Q3: 18,120 shares 18,120 $1.35M 0.15% -8,056 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,649 shares; 2024Q4: 22,385 shares; 2025Q1: 36,958 shares; 2025Q2: 26,427 shares; 2025Q3: 17,703 shares 17,703 $1.34M 0.15% -8,724 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares 886 $1.33M 0.14% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,386 shares; 2025Q2: not reported; 2025Q3: 26,213 shares 26,213 $1.32M 0.14% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,943 shares; 2025Q3: 15,817 shares 15,817 $1.32M 0.14% -9,126 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,048 shares; 2025Q1: 13,326 shares; 2025Q2: 14,012 shares; 2025Q3: 9,451 shares 9,451 $1.31M 0.14% -4,561 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 21,451 shares; 2025Q1: 19,142 shares; 2025Q2: 27,114 shares; 2025Q3: 17,619 shares 17,619 $1.31M 0.14% -9,495 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: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: not reported; 2025Q3: 7,868 shares 7,868 $1.31M 0.14% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,535 shares; 2025Q2: 31,095 shares; 2025Q3: 20,340 shares 20,340 $1.31M 0.14% -10,755 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: 91,914 shares; 2024Q4: 72,675 shares; 2025Q1: 66,245 shares; 2025Q2: 66,307 shares; 2025Q3: 46,067 shares 46,067 $1.3M 0.14% -20,240 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,492 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: 1,630 shares 1,630 $1.3M 0.14% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,483 shares; 2025Q1: 142,095 shares; 2025Q2: 174,472 shares; 2025Q3: 97,660 shares 97,660 $1.28M 0.14% -76,812 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: not reported; 2024Q4: 3,628 shares; 2025Q1: 3,987 shares; 2025Q2: 3,595 shares; 2025Q3: 2,546 shares 2,546 $1.27M 0.14% -1,049 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,459 shares 9,459 $1.27M 0.14% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,219 shares 13,219 $1.26M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: not reported; 2025Q3: 5,319 shares 5,319 $1.26M 0.14% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,487 shares; 2025Q1: 9,805 shares; 2025Q2: 10,256 shares; 2025Q3: 6,865 shares 6,865 $1.26M 0.14% -3,391 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 12,604 shares; 2025Q1: 16,912 shares; 2025Q2: 19,314 shares; 2025Q3: 15,069 shares 15,069 $1.26M 0.14% -4,245 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 11,641 shares; 2025Q1: not reported; 2025Q2: 12,203 shares; 2025Q3: 9,023 shares 9,023 $1.25M 0.14% -3,180 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,900 shares; 2024Q4: 154,998 shares; 2025Q1: 179,123 shares; 2025Q2: 201,175 shares; 2025Q3: 125,643 shares 125,643 $1.24M 0.13% -75,532 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,330 shares; 2024Q4: not reported; 2025Q1: 69,593 shares; 2025Q2: not reported; 2025Q3: 35,856 shares 35,856 $1.24M 0.13% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,618 shares; 2025Q2: 24,881 shares; 2025Q3: 14,656 shares 14,656 $1.24M 0.13% -10,225 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,959 shares; 2024Q4: 31,082 shares; 2025Q1: 26,272 shares; 2025Q2: 26,478 shares; 2025Q3: 16,292 shares 16,292 $1.24M 0.13% -10,186 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,084 shares; 2024Q4: 70,915 shares; 2025Q1: not reported; 2025Q2: 42,977 shares; 2025Q3: 38,622 shares 38,622 $1.23M 0.13% -4,355 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,878 shares; 2025Q1: 7,726 shares; 2025Q2: 7,374 shares; 2025Q3: 5,599 shares 5,599 $1.23M 0.13% -1,775 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 15,857 shares 15,857 $1.23M 0.13% new 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: 2,604 shares; 2025Q3: 1,919 shares 1,919 $1.23M 0.13% -685 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: 20,472 shares; 2024Q4: 17,435 shares; 2025Q1: not reported; 2025Q2: 17,284 shares; 2025Q3: 14,866 shares 14,866 $1.23M 0.13% -2,418 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,111 shares; 2025Q3: 8,637 shares 8,637 $1.22M 0.13% -2,474 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: 16,085 shares; 2024Q4: 13,819 shares; 2025Q1: 12,436 shares; 2025Q2: 13,264 shares; 2025Q3: 10,959 shares 10,959 $1.22M 0.13% -2,305 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 5,870 shares; 2025Q1: not reported; 2025Q2: 6,805 shares; 2025Q3: 5,247 shares 5,247 $1.22M 0.13% -1,558 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 2,602 shares 2,602 $1.22M 0.13% -81 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: 31,283 shares; 2024Q4: not reported; 2025Q1: 29,118 shares; 2025Q2: 28,302 shares; 2025Q3: 19,917 shares 19,917 $1.21M 0.13% -8,385 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: 106,646 shares; 2024Q4: 28,465 shares; 2025Q1: 19,750 shares; 2025Q2: 18,608 shares; 2025Q3: 13,353 shares 13,353 $1.21M 0.13% -5,255 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,279 shares; 2024Q4: 22,011 shares; 2025Q1: not reported; 2025Q2: 20,454 shares; 2025Q3: 17,076 shares 17,076 $1.21M 0.13% -3,378 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: 23,392 shares; 2024Q4: 6,338 shares; 2025Q1: 5,600 shares; 2025Q2: not reported; 2025Q3: 4,648 shares 4,648 $1.21M 0.13% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,820 shares; 2025Q3: 38,301 shares 38,301 $1.21M 0.13% -9,519 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,675 shares 14,675 $1.21M 0.13% new Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 3,283 shares; 2025Q3: 1,965 shares 1,965 $1.21M 0.13% -1,318 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares 1,914 $1.21M 0.13% new 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: not reported; 2024Q4: 16,948 shares; 2025Q1: 20,650 shares; 2025Q2: 18,602 shares; 2025Q3: 17,974 shares 17,974 $1.21M 0.13% -628 Timeline LYFT LYFT INC More: the full row for LYFT 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: 54,733 shares 54,733 $1.21M 0.13% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,415 shares; 2024Q4: 19,500 shares; 2025Q1: 16,060 shares; 2025Q2: 16,893 shares; 2025Q3: 15,474 shares 15,474 $1.2M 0.13% -1,419 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,606 shares; 2025Q1: not reported; 2025Q2: 18,045 shares; 2025Q3: 14,743 shares 14,743 $1.2M 0.13% -3,302 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; 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: 22,760 shares 22,760 $1.2M 0.13% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,190 shares; 2025Q1: 10,711 shares; 2025Q2: not reported; 2025Q3: 7,106 shares 7,106 $1.2M 0.13% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,743 shares 12,743 $1.2M 0.13% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,589 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: 3,078 shares 3,078 $1.2M 0.13% new Timeline R RYDER SYS INC More: the full row for RYDER 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: 9,092 shares; 2025Q1: 9,186 shares; 2025Q2: 8,564 shares; 2025Q3: 6,375 shares 6,375 $1.2M 0.13% -2,189 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,339 shares; 2024Q4: 13,068 shares; 2025Q1: 10,546 shares; 2025Q2: 10,804 shares; 2025Q3: 9,017 shares 9,017 $1.2M 0.13% -1,787 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,752 shares; 2024Q4: 19,697 shares; 2025Q1: 18,949 shares; 2025Q2: 21,161 shares; 2025Q3: 17,086 shares 17,086 $1.2M 0.13% -4,075 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,270 shares; 2025Q1: 39,721 shares; 2025Q2: 36,973 shares; 2025Q3: 28,655 shares 28,655 $1.2M 0.13% -8,318 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,143 shares; 2024Q4: 13,077 shares; 2025Q1: 12,779 shares; 2025Q2: 12,847 shares; 2025Q3: 9,099 shares 9,099 $1.2M 0.13% -3,748 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,344 shares 27,344 $1.2M 0.13% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,913 shares; 2024Q4: 53,081 shares; 2025Q1: 52,762 shares; 2025Q2: 54,472 shares; 2025Q3: 38,216 shares 38,216 $1.2M 0.13% -16,256 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares 1,584 $1.2M 0.13% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,197 shares 2,197 $1.2M 0.13% -712 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 7,706 shares; 2025Q1: 7,775 shares; 2025Q2: 6,966 shares; 2025Q3: 5,032 shares 5,032 $1.2M 0.13% -1,934 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 5,270 shares; 2025Q1: not reported; 2025Q2: 5,029 shares; 2025Q3: 4,322 shares 4,322 $1.2M 0.13% -707 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,286 shares; 2025Q1: 35,876 shares; 2025Q2: 31,179 shares; 2025Q3: 29,028 shares 29,028 $1.2M 0.13% -2,151 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,505 shares; 2024Q4: 2,427 shares; 2025Q1: 10,849 shares; 2025Q2: not reported; 2025Q3: 9,781 shares 9,781 $1.2M 0.13% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,378 shares; 2025Q3: 8,003 shares 8,003 $1.2M 0.13% -2,375 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: not reported; 2024Q4: not reported; 2025Q1: 20,754 shares; 2025Q2: not reported; 2025Q3: 20,078 shares 20,078 $1.2M 0.13% new 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: 3,376 shares; 2024Q4: 2,703 shares; 2025Q1: 2,731 shares; 2025Q2: not reported; 2025Q3: 2,441 shares 2,441 $1.2M 0.13% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 20,761 shares; 2025Q1: 13,681 shares; 2025Q2: 8,436 shares; 2025Q3: 7,396 shares 7,396 $1.2M 0.13% -1,040 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 9,895 shares; 2025Q1: 9,664 shares; 2025Q2: 6,277 shares; 2025Q3: 5,517 shares 5,517 $1.2M 0.13% -760 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares 6,704 $1.2M 0.13% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,122 shares; 2025Q1: 3,564 shares; 2025Q2: 2,536 shares; 2025Q3: 1,843 shares 1,843 $1.2M 0.13% -693 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,865 shares; 2025Q3: 14,084 shares 14,084 $1.2M 0.13% -1,781 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 11,839 shares 11,839 $1.2M 0.13% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,075 shares 5,075 $1.2M 0.13% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 26,722 shares; 2025Q2: not reported; 2025Q3: 24,030 shares 24,030 $1.2M 0.13% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 9,598 shares; 2025Q1: 8,609 shares; 2025Q2: 9,600 shares; 2025Q3: 9,000 shares 9,000 $1.2M 0.13% -600 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 8,006 shares; 2025Q1: 6,949 shares; 2025Q2: 7,591 shares; 2025Q3: 5,852 shares 5,852 $1.2M 0.13% -1,739 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 10,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,597 shares 5,597 $1.2M 0.13% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,576 shares; 2025Q3: 5,924 shares 5,924 $1.2M 0.13% -2,652 Timeline L LOEWS CORP More: the full row for LOEWS 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: 14,239 shares; 2025Q2: 14,908 shares; 2025Q3: 11,906 shares 11,906 $1.2M 0.13% -3,002 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 22,225 shares 22,225 $1.2M 0.13% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 12,221 shares; 2025Q1: not reported; 2025Q2: 10,119 shares; 2025Q3: 7,289 shares 7,289 $1.19M 0.13% -2,830 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,192 shares; 2025Q1: 16,925 shares; 2025Q2: 15,181 shares; 2025Q3: 14,071 shares 14,071 $1.19M 0.13% -1,110 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,612 shares; 2025Q3: 23,301 shares 23,301 $1.19M 0.13% +2,689 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 9,588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,721 shares 8,721 $1.19M 0.13% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,806 shares 3,806 $1.19M 0.13% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,132 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,927 shares 14,927 $1.19M 0.13% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,905 shares 6,905 $1.19M 0.13% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,868 shares; 2025Q1: 3,844 shares; 2025Q2: 3,626 shares; 2025Q3: 3,619 shares 3,619 $1.19M 0.13% -7 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,242 shares 16,242 $1.19M 0.13% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 11,375 shares; 2025Q1: not reported; 2025Q2: 7,851 shares; 2025Q3: 5,867 shares 5,867 $1.19M 0.13% -1,984 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 69,929 shares 69,929 $1.19M 0.13% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 3,766 shares 3,766 $1.19M 0.13% -301 Timeline ATI ATI INC More: the full row for ATI 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: 14,635 shares 14,635 $1.19M 0.13% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,514 shares; 2025Q2: 25,267 shares; 2025Q3: 22,427 shares 22,427 $1.19M 0.13% -2,840 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 173 shares; 2025Q1: 180 shares; 2025Q2: 183 shares; 2025Q3: 148 shares 148 $1.19M 0.13% -35 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,293 shares 14,293 $1.19M 0.13% new 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: 359 shares; 2024Q4: 287 shares; 2025Q1: 288 shares; 2025Q2: not reported; 2025Q3: 220 shares 220 $1.19M 0.13% 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: 26,311 shares; 2024Q4: 7,182 shares; 2025Q1: 5,949 shares; 2025Q2: 5,164 shares; 2025Q3: 4,578 shares 4,578 $1.19M 0.13% -586 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,230 shares; 2024Q4: 15,154 shares; 2025Q1: 11,247 shares; 2025Q2: 12,585 shares; 2025Q3: 11,052 shares 11,052 $1.19M 0.13% -1,533 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,019 shares; 2025Q3: 9,475 shares 9,475 $1.19M 0.13% -3,544 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,353 shares; 2024Q4: 30,264 shares; 2025Q1: 25,239 shares; 2025Q2: 24,346 shares; 2025Q3: 23,337 shares 23,337 $1.19M 0.13% -1,009 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 14,334 shares 14,334 $1.18M 0.13% new Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 49,191 shares; 2025Q2: 47,753 shares; 2025Q3: 39,154 shares 39,154 $1.18M 0.13% -8,599 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 8,710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,819 shares 17,819 $1.18M 0.13% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 9,208 shares 9,208 $1.18M 0.13% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,976 shares; 2024Q4: 8,448 shares; 2025Q1: not reported; 2025Q2: 26,607 shares; 2025Q3: 20,587 shares 20,587 $1.18M 0.13% -6,020 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: 141,233 shares; 2024Q4: 42,509 shares; 2025Q1: 33,292 shares; 2025Q2: 39,229 shares; 2025Q3: 26,092 shares 26,092 $1.18M 0.13% -13,137 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: 31,005 shares; 2024Q4: 5,988 shares; 2025Q1: 9,587 shares; 2025Q2: 6,952 shares; 2025Q3: 6,262 shares 6,262 $1.16M 0.13% -690 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,722 shares; 2024Q4: 158,179 shares; 2025Q1: 186,676 shares; 2025Q2: 129,038 shares; 2025Q3: 13,062 shares 13,062 $1.16M 0.13% -115,976 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,959 shares; 2024Q4: 34,839 shares; 2025Q1: 30,590 shares; 2025Q2: 34,548 shares; 2025Q3: 24,633 shares 24,633 $1.14M 0.12% -9,915 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,779 shares 10,779 $1.13M 0.12% new Timeline TWO RDS SHARED TR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143,064 shares; 2024Q4: 1,026,896 shares; 2025Q1: 247,047 shares; 2025Q2: 171,327 shares; 2025Q3: 33,423 shares 33,423 $1.13M 0.12% -137,904 EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,082 shares; 2025Q2: 29,826 shares; 2025Q3: 19,613 shares 19,613 $1.08M 0.12% -10,213 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,529 shares; 2024Q4: 69,488 shares; 2025Q1: 64,778 shares; 2025Q2: 72,348 shares; 2025Q3: 59,104 shares 59,104 $1.08M 0.12% -13,244 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: 21,210 shares; 2024Q4: 17,835 shares; 2025Q1: 17,141 shares; 2025Q2: 20,927 shares; 2025Q3: 14,786 shares 14,786 $1.08M 0.12% -6,141 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,078 shares; 2024Q4: 59,901 shares; 2025Q1: 53,955 shares; 2025Q2: 61,933 shares; 2025Q3: 41,323 shares 41,323 $1.08M 0.12% -20,610 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,579 shares 32,579 $1.06M 0.12% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,248 shares; 2025Q2: 43,504 shares; 2025Q3: 34,704 shares 34,704 $1.06M 0.11% -8,800 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,739 shares; 2024Q4: 33,317 shares; 2025Q1: 43,762 shares; 2025Q2: 59,964 shares; 2025Q3: 45,878 shares 45,878 $1.05M 0.11% -14,086 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: 3,065 shares; 2024Q4: 4,626 shares; 2025Q1: 9,541 shares; 2025Q2: 7,381 shares; 2025Q3: 6,801 shares 6,801 $1.04M 0.11% -580 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: 753 shares; 2024Q4: 1,192 shares; 2025Q1: 1,705 shares; 2025Q2: 1,591 shares; 2025Q3: 1,818 shares 1,818 $1.03M 0.11% +227 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,882 shares; 2024Q4: 13,898 shares; 2025Q1: 11,315 shares; 2025Q2: 11,221 shares; 2025Q3: 8,109 shares 8,109 $1.03M 0.11% -3,112 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: not reported; 2025Q1: 16,873 shares; 2025Q2: 22,470 shares; 2025Q3: 16,043 shares 16,043 $1.01M 0.11% -6,427 Timeline TWO RDS SHARED TR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479,599 shares; 2024Q4: 1,287,278 shares; 2025Q1: 936,481 shares; 2025Q2: 878,669 shares; 2025Q3: 25,786 shares 25,786 $929K 0.1% -852,883 GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,219 shares; 2025Q3: 10,344 shares 10,344 $791K 0.09% +1,125 Timeline BAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,174 shares; 2025Q3: 22,343 shares 22,343 $763K 0.08% +2,169 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,006 shares; 2024Q4: 17,722 shares; 2025Q1: 16,079 shares; 2025Q2: 17,171 shares; 2025Q3: 15,378 shares 15,378 $761K 0.08% -1,793 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares 630 $756K 0.08% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,267 shares 7,267 $732K 0.08% new 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: 3,122 shares; 2024Q4: 3,143 shares; 2025Q1: 12,924 shares; 2025Q2: 3,431 shares; 2025Q3: 3,354 shares 3,354 $687K 0.07% -77 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: 1,924 shares; 2024Q4: 2,467 shares; 2025Q1: 3,857 shares; 2025Q2: 3,345 shares; 2025Q3: 1,541 shares 1,541 $624K 0.07% -1,804 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: 9,319 shares; 2024Q4: 9,021 shares; 2025Q1: 8,104 shares; 2025Q2: 8,723 shares; 2025Q3: 7,710 shares 7,710 $608K 0.07% -1,013 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 11,959 shares; 2025Q1: 12,040 shares; 2025Q2: 9,990 shares; 2025Q3: 10,091 shares 10,091 $594K 0.06% +101 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 2,736 shares; 2025Q1: 2,629 shares; 2025Q2: 2,616 shares; 2025Q3: 2,594 shares 2,594 $543K 0.06% -22 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: 3,773 shares; 2024Q4: 4,172 shares; 2025Q1: 4,127 shares; 2025Q2: 4,075 shares; 2025Q3: 3,829 shares 3,829 $529K 0.06% -246 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: 5,059 shares; 2024Q4: 9,537 shares; 2025Q1: 4,911 shares; 2025Q2: 4,038 shares; 2025Q3: 10,002 shares 10,002 $508K 0.06% +5,964 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,629 shares; 2024Q4: 21,513 shares; 2025Q1: 37,151 shares; 2025Q2: 46,189 shares; 2025Q3: 5,340 shares 5,340 $504K 0.05% -40,849 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: 6,509 shares; 2024Q4: 6,399 shares; 2025Q1: 1,517 shares; 2025Q2: 1,499 shares; 2025Q3: 1,514 shares 1,514 $503K 0.05% +15 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 16,670 shares; 2025Q1: 12,116 shares; 2025Q2: 12,042 shares; 2025Q3: 11,028 shares 11,028 $472K 0.05% -1,014 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: 46,108 shares; 2024Q4: 42,488 shares; 2025Q1: 40,993 shares; 2025Q2: 39,746 shares; 2025Q3: 1,388 shares 1,388 $462K 0.05% -38,358 Timeline EMXC 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: 22,167 shares; 2024Q4: 24,025 shares; 2025Q1: 25,323 shares; 2025Q2: 6,294 shares; 2025Q3: 6,765 shares 6,765 $457K 0.05% +471 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 4,686 shares; 2025Q3: 4,735 shares 4,735 $434K 0.05% +49 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: 1,932 shares; 2025Q2: 1,932 shares; 2025Q3: 1,941 shares 1,941 $419K 0.05% +9 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: 2,594 shares; 2024Q4: 2,837 shares; 2025Q1: 2,780 shares; 2025Q2: 3,513 shares; 2025Q3: 3,778 shares 3,778 $389K 0.04% +265 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,735 shares; 2025Q1: 2,669 shares; 2025Q2: 3,681 shares; 2025Q3: 3,991 shares 3,991 $380K 0.04% +310 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: 4,653 shares; 2024Q4: 4,653 shares; 2025Q1: 4,718 shares; 2025Q2: 4,718 shares; 2025Q3: 4,811 shares 4,811 $369K 0.04% +93 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,236 shares; 2025Q1: 2,222 shares; 2025Q2: 2,219 shares; 2025Q3: 2,539 shares 2,539 $358K 0.04% +320 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 6,989 shares; 2025Q1: 9,104 shares; 2025Q2: 10,466 shares; 2025Q3: 3,994 shares 3,994 $355K 0.04% -6,472 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,127 shares; 2025Q1: 3,063 shares; 2025Q2: 2,999 shares; 2025Q3: 3,151 shares 3,151 $351K 0.04% +152 Timeline ESGU 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: 1,775 shares; 2024Q4: 1,831 shares; 2025Q1: 1,728 shares; 2025Q2: 2,227 shares; 2025Q3: 2,300 shares 2,300 $335K 0.04% +73 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,843 shares; 2025Q2: 12,881 shares; 2025Q3: 12,919 shares 12,919 $332K 0.04% +38 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 859 shares 859 $321K 0.03% +9 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,263 shares; 2024Q4: 8,012 shares; 2025Q1: 7,206 shares; 2025Q2: 7,737 shares; 2025Q3: 6,680 shares 6,680 $314K 0.03% -1,057 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,824 shares; 2024Q4: 14,980 shares; 2025Q1: 15,059 shares; 2025Q2: 15,189 shares; 2025Q3: 15,317 shares 15,317 $314K 0.03% +128 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: 4,912 shares; 2024Q4: 4,758 shares; 2025Q1: 4,179 shares; 2025Q2: 4,565 shares; 2025Q3: 3,862 shares 3,862 $302K 0.03% -703 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,133 shares; 2024Q4: 63,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,608 shares 11,608 $300K 0.03% new Timeline BLV 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: 5,038 shares; 2024Q4: 4,895 shares; 2025Q1: 4,428 shares; 2025Q2: 4,719 shares; 2025Q3: 4,195 shares 4,195 $297K 0.03% -524 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: 5,393 shares; 2024Q4: 7,419 shares; 2025Q1: 7,454 shares; 2025Q2: 5,771 shares; 2025Q3: 5,811 shares 5,811 $291K 0.03% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares; 2025Q3: 2,774 shares 2,774 $287K 0.03% +148 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: 1,948 shares; 2024Q4: 13,633 shares; 2025Q1: 5,722 shares; 2025Q2: 4,691 shares; 2025Q3: 1,202 shares 1,202 $278K 0.03% -3,489 Timeline DGP DEUTSCHE BK AG LONDON BRH More: the full row for DEUTSCHE BK AG LONDON BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $266K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,397 shares; 2025Q2: 3,652 shares; 2025Q3: 3,145 shares 3,145 $264K 0.03% -507 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: 2,092 shares; 2024Q4: 8,120 shares; 2025Q1: 8,125 shares; 2025Q2: 8,130 shares; 2025Q3: 8,134 shares 8,134 $260K 0.03% +4 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 2,236 shares; 2025Q3: 2,240 shares 2,240 $250K 0.03% +4 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 9,838 shares; 2025Q1: 7,651 shares; 2025Q2: 7,567 shares; 2025Q3: 7,247 shares 7,247 $246K 0.03% -320 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: 14,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,466 shares 1,466 $245K 0.03% -91 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 926 shares; 2025Q3: 812 shares 812 $244K 0.03% -114 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: not reported; 2024Q4: 8,979 shares; 2025Q1: 20,937 shares; 2025Q2: 9,984 shares; 2025Q3: 10,467 shares 10,467 $242K 0.03% +483 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: not reported; 2024Q4: not reported; 2025Q1: 1,512 shares; 2025Q2: 920 shares; 2025Q3: 797 shares 797 $242K 0.03% -123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares 1,183 $241K 0.03% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 2,782 shares 2,782 $236K 0.03% +77 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,200 shares; 2025Q2: 4,217 shares; 2025Q3: 3,489 shares 3,489 $231K 0.03% -728 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares 2,568 $231K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,991 shares; 2025Q2: 5,918 shares; 2025Q3: 4,342 shares 4,342 $224K 0.02% -1,576 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares 2,518 $203K 0.02% new 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: not reported; 2024Q4: 13,931 shares; 2025Q1: 3,913 shares; 2025Q2: 2,071 shares; 2025Q3: 1,757 shares 1,757 $201K 0.02% -314 Timeline