IQLT 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: 3,071,042 shares; 2024Q3: 2,307,191 shares; 2024Q4: 2,244,790 shares; 2025Q1: 7,000,632 shares; 2025Q2: 9,134,121 shares; 2025Q3: 10,533,655 shares 10,533,655 $467M 13.33% +1,399,534 Timeline JMBS 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: 10,468,163 shares; 2024Q3: 10,041,408 shares; 2024Q4: 9,678,746 shares; 2025Q1: 9,574,094 shares; 2025Q2: 10,274,977 shares; 2025Q3: 8,951,956 shares 8,951,956 $410M 11.68% -1,323,021 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,666,193 shares; 2024Q3: 1,611,681 shares; 2024Q4: 1,885,676 shares; 2025Q1: 1,821,656 shares; 2025Q2: 1,747,771 shares; 2025Q3: 1,692,463 shares 1,692,463 $315M 8.99% -55,308 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,594,604 shares; 2024Q4: 1,562,379 shares; 2025Q1: 1,489,146 shares; 2025Q2: 1,406,475 shares; 2025Q3: 1,362,189 shares 1,362,189 $311M 8.88% -44,286 Timeline SPTI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,248,164 shares; 2025Q3: 8,024,019 shares 8,024,019 $232M 6.62% -224,145 Timeline SPTS 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: 2,758,554 shares; 2024Q3: 13,550,449 shares; 2024Q4: 12,932,409 shares; 2025Q1: 12,568,160 shares; 2025Q2: 7,282,805 shares; 2025Q3: 7,103,678 shares 7,103,678 $208M 5.94% -179,127 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: 4,875,936 shares; 2024Q3: 7,561,128 shares; 2024Q4: 7,102,634 shares; 2025Q1: 5,198,486 shares; 2025Q2: 2,895,477 shares; 2025Q3: 2,831,289 shares 2,831,289 $195M 5.57% -64,188 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,287,134 shares; 2024Q3: 1,238,618 shares; 2024Q4: 1,212,109 shares; 2025Q1: 1,158,903 shares; 2025Q2: 1,075,337 shares; 2025Q3: 1,039,379 shares 1,039,379 $144M 4.12% -35,958 Timeline IXJ 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: 1,509,414 shares; 2024Q3: 1,300,049 shares; 2024Q4: 1,257,665 shares; 2025Q1: 1,216,879 shares; 2025Q2: 1,349,163 shares; 2025Q3: 1,308,385 shares 1,308,385 $117M 3.35% -40,778 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: 3,120,944 shares; 2024Q3: 1,918,107 shares; 2024Q4: 1,662,215 shares; 2025Q1: 1,767,220 shares; 2025Q2: 1,707,464 shares; 2025Q3: 1,074,047 shares 1,074,047 $111M 3.17% -633,417 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,278,266 shares; 2024Q3: 3,162,485 shares; 2024Q4: 3,091,364 shares; 2025Q1: 2,935,795 shares; 2025Q2: 2,703,358 shares; 2025Q3: 2,230,019 shares 2,230,019 $86.4M 2.46% -473,339 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685,668 shares; 2025Q2: 711,030 shares; 2025Q3: 683,791 shares 683,791 $79.9M 2.28% -27,239 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071,002 shares 3,071,002 $71.3M 2.03% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,344,245 shares; 2024Q3: 1,305,154 shares; 2024Q4: 1,279,410 shares; 2025Q1: 3,125,404 shares; 2025Q2: 2,092,158 shares; 2025Q3: 1,226,089 shares 1,226,089 $66M 1.88% -866,069 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744,800 shares; 2025Q3: 724,175 shares 724,175 $56.1M 1.6% -20,625 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 998,073 shares; 2024Q4: 978,742 shares; 2025Q1: 936,579 shares; 2025Q2: 506,198 shares; 2025Q3: 492,170 shares 492,170 $50.6M 1.44% -14,028 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557,493 shares; 2025Q3: 541,973 shares 541,973 $47.7M 1.36% -15,520 Timeline EXI 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: 206,253 shares; 2024Q3: 660,177 shares; 2024Q4: 649,102 shares; 2025Q1: 623,365 shares; 2025Q2: 439,899 shares; 2025Q3: 240,338 shares 240,338 $41.5M 1.18% -199,561 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: 511,331 shares; 2024Q3: 523,220 shares; 2024Q4: 488,960 shares; 2025Q1: 455,302 shares; 2025Q2: 420,800 shares; 2025Q3: 194,630 shares 194,630 $36.3M 1.04% -226,170 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: 308,518 shares; 2024Q3: 306,207 shares; 2024Q4: 295,272 shares; 2025Q1: 283,923 shares; 2025Q2: 257,609 shares; 2025Q3: 118,196 shares 118,196 $30.1M 0.86% -139,413 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: 147,661 shares; 2024Q3: 145,789 shares; 2024Q4: 140,713 shares; 2025Q1: 133,755 shares; 2025Q2: 121,884 shares; 2025Q3: 56,563 shares 56,563 $29.3M 0.84% -65,321 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: 197,700 shares; 2024Q3: 193,437 shares; 2024Q4: 184,215 shares; 2025Q1: 175,228 shares; 2025Q2: 160,852 shares; 2025Q3: 73,947 shares 73,947 $16.2M 0.46% -86,905 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: 103,770 shares; 2024Q3: 98,386 shares; 2024Q4: 96,553 shares; 2025Q1: 68,917 shares; 2025Q2: 67,879 shares; 2025Q3: 68,090 shares 68,090 $13.2M 0.38% +211 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: 45,924 shares; 2024Q3: 44,736 shares; 2024Q4: 42,662 shares; 2025Q1: 40,713 shares; 2025Q2: 36,968 shares; 2025Q3: 17,327 shares 17,327 $12.7M 0.36% -19,641 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: 9,272 shares; 2024Q3: 90,674 shares; 2024Q4: 86,712 shares; 2025Q1: 82,955 shares; 2025Q2: 75,497 shares; 2025Q3: 35,578 shares 35,578 $11.7M 0.33% -39,919 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: 122,595 shares; 2024Q3: 120,447 shares; 2024Q4: 112,829 shares; 2025Q1: 107,116 shares; 2025Q2: 97,522 shares; 2025Q3: 46,785 shares 46,785 $11.4M 0.32% -50,737 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: 56,472 shares; 2024Q3: 59,839 shares; 2024Q4: 54,533 shares; 2025Q1: 51,516 shares; 2025Q2: 48,193 shares; 2025Q3: 22,129 shares 22,129 $9.84M 0.28% -26,064 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103,427 shares; 2024Q3: 103,427 shares; 2024Q4: 96,187 shares; 2025Q1: 91,508 shares; 2025Q2: 82,624 shares; 2025Q3: 40,289 shares 40,289 $9.81M 0.28% -42,335 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: 28,804 shares; 2024Q3: 26,995 shares; 2024Q4: 26,995 shares; 2025Q1: 56,524 shares; 2025Q2: 47,101 shares; 2025Q3: 22,432 shares 22,432 $7.08M 0.2% -24,669 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: 29,983 shares; 2024Q3: 28,258 shares; 2024Q4: 28,258 shares; 2025Q1: 26,790 shares; 2025Q2: 23,630 shares; 2025Q3: 11,514 shares 11,514 $5.79M 0.17% -12,116 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 506,369 shares; 2024Q3: 55,781 shares; 2024Q4: 52,111 shares; 2025Q1: 47,180 shares; 2025Q2: 26,186 shares; 2025Q3: 25,090 shares 25,090 $5.25M 0.15% -1,096 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: 90,213 shares; 2024Q3: 36,716 shares; 2024Q4: 119,281 shares; 2025Q1: 114,958 shares; 2025Q2: 114,880 shares; 2025Q3: 50,903 shares 50,903 $5.25M 0.15% -63,977 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: 16,450 shares; 2024Q3: 16,450 shares; 2024Q4: 16,450 shares; 2025Q1: 15,751 shares; 2025Q2: 15,045 shares; 2025Q3: 6,648 shares 6,648 $5.07M 0.14% -8,397 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: 38,154 shares; 2024Q3: 38,154 shares; 2024Q4: 38,154 shares; 2025Q1: 36,359 shares; 2025Q2: 33,277 shares; 2025Q3: 15,972 shares 15,972 $4.8M 0.14% -17,305 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: 29,686 shares; 2024Q3: 29,686 shares; 2024Q4: 29,686 shares; 2025Q1: 28,080 shares; 2025Q2: 50,045 shares; 2025Q3: 23,291 shares 23,291 $4.32M 0.12% -26,754 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 63,629 shares; 2024Q3: 102,732 shares; 2024Q4: 102,732 shares; 2025Q1: 98,079 shares; 2025Q2: 93,890 shares; 2025Q3: 42,704 shares 42,704 $4.17M 0.12% -51,186 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: 124,956 shares; 2024Q3: 124,956 shares; 2024Q4: 124,956 shares; 2025Q1: 118,575 shares; 2025Q2: 108,634 shares; 2025Q3: 54,528 shares 54,528 $3.62M 0.1% -54,106 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,749 shares; 2025Q2: 15,885 shares; 2025Q3: 7,298 shares 7,298 $3.55M 0.1% -8,587 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,243 shares; 2024Q3: 37,243 shares; 2024Q4: 27,909 shares; 2025Q1: 26,495 shares; 2025Q2: 46,320 shares; 2025Q3: 21,394 shares 21,394 $3.47M 0.1% -24,926 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,729 shares; 2024Q3: 33,729 shares; 2024Q4: 59,316 shares; 2025Q1: 56,554 shares; 2025Q2: 56,554 shares; 2025Q3: 24,998 shares 24,998 $3.35M 0.1% -31,556 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,838 shares; 2024Q3: 3,688 shares; 2024Q4: 3,688 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 1,751 shares 1,751 $3.35M 0.1% -1,764 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: 82,815 shares; 2024Q3: 82,815 shares; 2024Q4: 82,815 shares; 2025Q1: 78,555 shares; 2025Q2: 73,571 shares; 2025Q3: 42,289 shares 42,289 $3.32M 0.09% -31,282 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,266 shares; 2024Q3: 42,924 shares; 2024Q4: 42,924 shares; 2025Q1: 40,990 shares; 2025Q2: 31,294 shares; 2025Q3: 16,873 shares 16,873 $3.31M 0.09% -14,421 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,799 shares; 2025Q3: 49,604 shares 49,604 $3.28M 0.09% -59,195 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: 169,379 shares; 2024Q3: 169,379 shares; 2024Q4: 139,261 shares; 2025Q1: 132,281 shares; 2025Q2: 119,557 shares; 2025Q3: 62,873 shares 62,873 $3.24M 0.09% -56,684 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: 24,040 shares; 2024Q3: 20,251 shares; 2024Q4: 20,251 shares; 2025Q1: 19,391 shares; 2025Q2: 19,391 shares; 2025Q3: 8,351 shares 8,351 $3.13M 0.09% -11,040 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: 36,603 shares; 2024Q3: 34,226 shares; 2024Q4: 34,226 shares; 2025Q1: 32,707 shares; 2025Q2: 32,672 shares; 2025Q3: 13,362 shares 13,362 $3.09M 0.09% -19,310 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,537 shares; 2024Q3: 11,370 shares; 2024Q4: 8,268 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 3,930 shares 3,930 $3.04M 0.09% -3,856 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,599 shares; 2024Q3: 22,794 shares; 2024Q4: 22,794 shares; 2025Q1: 21,654 shares; 2025Q2: 21,646 shares; 2025Q3: 9,338 shares 9,338 $2.92M 0.08% -12,308 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,414 shares; 2024Q3: 19,940 shares; 2024Q4: 19,940 shares; 2025Q1: 18,934 shares; 2025Q2: 18,934 shares; 2025Q3: 8,518 shares 8,518 $2.9M 0.08% -10,416 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,975 shares; 2024Q3: 22,975 shares; 2024Q4: 22,975 shares; 2025Q1: 22,354 shares; 2025Q2: 22,354 shares; 2025Q3: 8,761 shares 8,761 $2.88M 0.08% -13,593 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,920 shares; 2024Q3: not reported; 2024Q4: 20,490 shares; 2025Q1: 19,429 shares; 2025Q2: 42,615 shares; 2025Q3: 20,282 shares 20,282 $2.85M 0.08% -22,333 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: 83,823 shares; 2024Q3: 205,960 shares; 2024Q4: 205,960 shares; 2025Q1: 195,903 shares; 2025Q2: 195,903 shares; 2025Q3: 86,681 shares 86,681 $2.83M 0.08% -109,222 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: 53,216 shares; 2024Q3: 53,216 shares; 2024Q4: 28,504 shares; 2025Q1: 26,972 shares; 2025Q2: 26,972 shares; 2025Q3: 18,023 shares 18,023 $2.8M 0.08% -8,949 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,494 shares; 2024Q3: 21,062 shares; 2024Q4: 21,062 shares; 2025Q1: 20,174 shares; 2025Q2: 20,160 shares; 2025Q3: 8,060 shares 8,060 $2.78M 0.08% -12,100 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: 94,130 shares; 2024Q3: 133,261 shares; 2024Q4: 100,957 shares; 2025Q1: 32,874 shares; 2025Q2: 32,818 shares; 2025Q3: 23,807 shares 23,807 $2.68M 0.08% -9,011 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,128 shares; 2024Q3: 9,182 shares; 2024Q4: 9,182 shares; 2025Q1: 8,656 shares; 2025Q2: 8,656 shares; 2025Q3: 4,335 shares 4,335 $2.64M 0.08% -4,321 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: 87,213 shares; 2024Q3: 72,255 shares; 2024Q4: 72,255 shares; 2025Q1: 69,241 shares; 2025Q2: 69,170 shares; 2025Q3: 31,230 shares 31,230 $2.62M 0.07% -37,940 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,072 shares; 2024Q3: 15,072 shares; 2024Q4: 15,072 shares; 2025Q1: 14,484 shares; 2025Q2: 13,368 shares; 2025Q3: 5,483 shares 5,483 $2.62M 0.07% -7,885 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,378 shares; 2024Q3: 34,378 shares; 2024Q4: 28,725 shares; 2025Q1: 27,585 shares; 2025Q2: 50,390 shares; 2025Q3: 23,448 shares 23,448 $2.6M 0.07% -26,942 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,918 shares; 2024Q3: 70,918 shares; 2024Q4: 128,029 shares; 2025Q1: 121,672 shares; 2025Q2: 121,672 shares; 2025Q3: 56,386 shares 56,386 $2.54M 0.07% -65,286 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: not reported; 2024Q3: not reported; 2024Q4: 124,635 shares; 2025Q1: 118,823 shares; 2025Q2: 118,823 shares; 2025Q3: 55,002 shares 55,002 $2.52M 0.07% -63,821 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,089 shares; 2025Q3: 67,645 shares 67,645 $2.51M 0.07% -73,444 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,845 shares; 2025Q3: 27,670 shares 27,670 $2.5M 0.07% -30,175 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,537 shares; 2024Q3: 9,537 shares; 2024Q4: 9,537 shares; 2025Q1: 9,161 shares; 2025Q2: 8,288 shares; 2025Q3: 4,065 shares 4,065 $2.5M 0.07% -4,223 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: not reported; 2024Q3: 20,409 shares; 2024Q4: 20,409 shares; 2025Q1: 19,467 shares; 2025Q2: 17,578 shares; 2025Q3: 8,830 shares 8,830 $2.49M 0.07% -8,748 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,811 shares; 2025Q3: 30,968 shares 30,968 $2.48M 0.07% -36,843 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 237,398 shares; 2024Q3: 237,398 shares; 2024Q4: 237,398 shares; 2025Q1: 227,064 shares; 2025Q2: 227,064 shares; 2025Q3: 126,248 shares 126,248 $2.45M 0.07% -100,816 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,467 shares; 2025Q3: 19,430 shares 19,430 $2.42M 0.07% -23,037 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: 15,235 shares; 2024Q3: 15,235 shares; 2024Q4: 15,235 shares; 2025Q1: 14,497 shares; 2025Q2: 33,779 shares; 2025Q3: 15,633 shares 15,633 $2.4M 0.07% -18,146 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 65,915 shares; 2024Q3: 65,915 shares; 2024Q4: 65,915 shares; 2025Q1: 63,448 shares; 2025Q2: 57,962 shares; 2025Q3: 24,338 shares 24,338 $2.38M 0.07% -33,624 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: 1,064 shares; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 958 shares; 2025Q2: 878 shares; 2025Q3: 439 shares 439 $2.37M 0.07% -439 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 33,479 shares; 2024Q4: 33,479 shares; 2025Q1: 31,950 shares; 2025Q2: 25,198 shares; 2025Q3: 14,048 shares 14,048 $2.27M 0.06% -11,150 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: 5,096 shares; 2024Q3: 9,870 shares; 2024Q4: 9,870 shares; 2025Q1: 9,447 shares; 2025Q2: 9,447 shares; 2025Q3: 3,958 shares 3,958 $2.25M 0.06% -5,489 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,675 shares; 2024Q3: 38,675 shares; 2024Q4: 16,377 shares; 2025Q1: 15,509 shares; 2025Q2: 15,509 shares; 2025Q3: 13,216 shares 13,216 $2.21M 0.06% -2,293 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: 17,834 shares; 2024Q3: 17,834 shares; 2024Q4: 13,802 shares; 2025Q1: 13,148 shares; 2025Q2: 11,869 shares; 2025Q3: 6,666 shares 6,666 $2.21M 0.06% -5,203 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,228 shares; 2025Q1: 33,116 shares; 2025Q2: 33,116 shares; 2025Q3: 15,108 shares 15,108 $2.2M 0.06% -18,008 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 51,892 shares; 2025Q1: 49,260 shares; 2025Q2: 49,260 shares; 2025Q3: 23,586 shares 23,586 $2.2M 0.06% -25,674 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 57,567 shares; 2025Q1: 54,938 shares; 2025Q2: 54,938 shares; 2025Q3: 26,723 shares 26,723 $2.19M 0.06% -28,215 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 40,229 shares; 2024Q4: 40,229 shares; 2025Q1: 39,291 shares; 2025Q2: 39,291 shares; 2025Q3: 18,160 shares 18,160 $2.18M 0.06% -21,131 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,062 shares; 2025Q1: 63,098 shares; 2025Q2: 63,098 shares; 2025Q3: 28,831 shares 28,831 $2.17M 0.06% -34,267 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 179,060 shares; 2024Q3: not reported; 2024Q4: 329,710 shares; 2025Q1: 313,242 shares; 2025Q2: 313,242 shares; 2025Q3: 140,681 shares 140,681 $2.12M 0.06% -172,561 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,953 shares; 2024Q3: 25,953 shares; 2024Q4: 25,953 shares; 2025Q1: 24,406 shares; 2025Q2: 24,406 shares; 2025Q3: 13,422 shares 13,422 $2.11M 0.06% -10,984 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: 39,153 shares; 2024Q3: 36,912 shares; 2024Q4: 26,761 shares; 2025Q1: 25,346 shares; 2025Q2: 25,301 shares; 2025Q3: 12,452 shares 12,452 $2.08M 0.06% -12,849 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,932 shares; 2025Q3: 33,331 shares 33,331 $2.08M 0.06% -35,601 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: 89,459 shares; 2024Q3: 89,459 shares; 2024Q4: 89,459 shares; 2025Q1: 85,529 shares; 2025Q2: 75,877 shares; 2025Q3: 35,876 shares 35,876 $2.06M 0.06% -40,001 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 10,040 shares; 2025Q1: 9,582 shares; 2025Q2: 8,516 shares; 2025Q3: 4,531 shares 4,531 $2.03M 0.06% -3,985 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,751 shares; 2024Q3: 9,751 shares; 2024Q4: 9,751 shares; 2025Q1: 9,291 shares; 2025Q2: 9,280 shares; 2025Q3: 4,261 shares 4,261 $2.02M 0.06% -5,019 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108,410 shares; 2024Q3: 108,410 shares; 2024Q4: 108,410 shares; 2025Q1: 104,257 shares; 2025Q2: 66,331 shares; 2025Q3: 58,204 shares 58,204 $2M 0.06% -8,127 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: 13,654 shares; 2024Q3: 13,654 shares; 2024Q4: 10,412 shares; 2025Q1: 9,914 shares; 2025Q2: 8,867 shares; 2025Q3: 5,777 shares 5,777 $1.97M 0.06% -3,090 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,368 shares; 2024Q3: 26,368 shares; 2024Q4: 26,368 shares; 2025Q1: 25,393 shares; 2025Q2: 23,295 shares; 2025Q3: 9,459 shares 9,459 $1.94M 0.06% -13,836 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 40,654 shares; 2024Q4: 40,654 shares; 2025Q1: 38,899 shares; 2025Q2: 38,866 shares; 2025Q3: 17,556 shares 17,556 $1.93M 0.06% -21,310 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,903 shares; 2024Q3: 54,903 shares; 2024Q4: 54,903 shares; 2025Q1: 52,743 shares; 2025Q2: 52,743 shares; 2025Q3: 20,209 shares 20,209 $1.92M 0.05% -32,534 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,344 shares; 2025Q1: 19,630 shares; 2025Q2: 19,630 shares; 2025Q3: 9,823 shares 9,823 $1.92M 0.05% -9,807 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49,871 shares; 2024Q3: 49,871 shares; 2024Q4: 49,871 shares; 2025Q1: 47,797 shares; 2025Q2: 43,254 shares; 2025Q3: 19,548 shares 19,548 $1.92M 0.05% -23,706 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: 13,716 shares; 2024Q3: 13,716 shares; 2024Q4: 12,570 shares; 2025Q1: 11,313 shares; 2025Q2: 9,684 shares; 2025Q3: 4,625 shares 4,625 $1.87M 0.05% -5,059 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,830 shares; 2025Q1: 55,894 shares; 2025Q2: 55,894 shares; 2025Q3: 27,188 shares 27,188 $1.86M 0.05% -28,706 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: 34,146 shares; 2024Q3: 34,146 shares; 2024Q4: 34,146 shares; 2025Q1: 32,530 shares; 2025Q2: 29,515 shares; 2025Q3: 13,860 shares 13,860 $1.85M 0.05% -15,655 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: 160,902 shares; 2024Q3: 160,902 shares; 2024Q4: 160,902 shares; 2025Q1: 153,097 shares; 2025Q2: 140,968 shares; 2025Q3: 65,440 shares 65,440 $1.85M 0.05% -75,528 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100,744 shares; 2024Q3: 100,744 shares; 2024Q4: 100,744 shares; 2025Q1: 177,052 shares; 2025Q2: 89,920 shares; 2025Q3: 47,758 shares 47,758 $1.83M 0.05% -42,162 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: 11,849 shares; 2024Q3: 11,849 shares; 2024Q4: 11,849 shares; 2025Q1: 11,339 shares; 2025Q2: 11,339 shares; 2025Q3: 4,291 shares 4,291 $1.83M 0.05% -7,048 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: 99,859 shares; 2024Q3: 99,859 shares; 2024Q4: 99,859 shares; 2025Q1: 95,894 shares; 2025Q2: 87,335 shares; 2025Q3: 35,576 shares 35,576 $1.81M 0.05% -51,759 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: 66,032 shares; 2024Q3: 66,032 shares; 2024Q4: 66,032 shares; 2025Q1: 62,416 shares; 2025Q2: 62,416 shares; 2025Q3: 30,260 shares 30,260 $1.81M 0.05% -32,156 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24,908 shares; 2024Q4: 24,908 shares; 2025Q1: 23,727 shares; 2025Q2: 23,727 shares; 2025Q3: 10,635 shares 10,635 $1.78M 0.05% -13,092 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,628 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,921 shares; 2025Q3: 18,757 shares 18,757 $1.78M 0.05% -19,164 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243,471 shares; 2025Q3: 109,369 shares 109,369 $1.78M 0.05% -134,102 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,156 shares; 2024Q3: 50,156 shares; 2024Q4: 50,156 shares; 2025Q1: 48,378 shares; 2025Q2: 44,744 shares; 2025Q3: 17,344 shares 17,344 $1.76M 0.05% -27,400 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: 44,045 shares; 2024Q3: 39,829 shares; 2024Q4: 39,829 shares; 2025Q1: 39,005 shares; 2025Q2: 39,005 shares; 2025Q3: 20,760 shares 20,760 $1.74M 0.05% -18,245 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,049 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,398 shares; 2025Q3: 13,858 shares 13,858 $1.71M 0.05% -14,540 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,815 shares; 2024Q3: 45,815 shares; 2024Q4: 45,815 shares; 2025Q1: 44,295 shares; 2025Q2: 44,295 shares; 2025Q3: 17,139 shares 17,139 $1.69M 0.05% -27,156 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,089 shares; 2024Q4: 4,089 shares; 2025Q1: 3,921 shares; 2025Q2: 3,921 shares; 2025Q3: 1,765 shares 1,765 $1.68M 0.05% -2,156 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,888 shares; 2025Q2: 4,593 shares; 2025Q3: 2,086 shares 2,086 $1.66M 0.05% -2,507 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,342 shares; 2025Q3: 12,264 shares 12,264 $1.65M 0.05% -15,078 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,037 shares; 2025Q3: 6,509 shares 6,509 $1.61M 0.05% -2,528 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: 140,440 shares; 2024Q3: 140,440 shares; 2024Q4: 140,440 shares; 2025Q1: 134,914 shares; 2025Q2: 124,571 shares; 2025Q3: 50,147 shares 50,147 $1.61M 0.05% -74,424 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,396 shares; 2025Q2: 44,396 shares; 2025Q3: 24,274 shares 24,274 $1.6M 0.05% -20,122 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: 53,011 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,641 shares; 2025Q3: 26,086 shares 26,086 $1.6M 0.05% -26,555 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,727 shares; 2024Q4: 8,727 shares; 2025Q1: 8,328 shares; 2025Q2: 8,328 shares; 2025Q3: 3,741 shares 3,741 $1.58M 0.05% -4,587 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,455 shares; 2025Q2: 61,455 shares; 2025Q3: 27,276 shares 27,276 $1.57M 0.04% -34,179 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,865 shares; 2024Q3: 26,865 shares; 2024Q4: 19,939 shares; 2025Q1: 19,057 shares; 2025Q2: 16,875 shares; 2025Q3: 9,766 shares 9,766 $1.56M 0.04% -7,109 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,377 shares; 2024Q3: 72,377 shares; 2024Q4: 72,377 shares; 2025Q1: 70,462 shares; 2025Q2: 65,126 shares; 2025Q3: 27,465 shares 27,465 $1.56M 0.04% -37,661 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,685 shares; 2024Q3: 27,751 shares; 2024Q4: 27,621 shares; 2025Q1: 22,763 shares; 2025Q2: 21,152 shares; 2025Q3: 20,288 shares 20,288 $1.55M 0.04% -864 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 114,268 shares; 2024Q3: 114,268 shares; 2024Q4: 114,268 shares; 2025Q1: 109,813 shares; 2025Q2: 98,001 shares; 2025Q3: 44,843 shares 44,843 $1.55M 0.04% -53,158 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31,626 shares; 2024Q3: 31,626 shares; 2024Q4: 31,626 shares; 2025Q1: 30,543 shares; 2025Q2: 28,051 shares; 2025Q3: 11,805 shares 11,805 $1.53M 0.04% -16,246 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,137 shares; 2025Q2: 16,119 shares; 2025Q3: 7,066 shares 7,066 $1.52M 0.04% -9,053 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,161 shares; 2024Q3: 11,161 shares; 2024Q4: 11,161 shares; 2025Q1: 10,728 shares; 2025Q2: 10,728 shares; 2025Q3: 4,090 shares 4,090 $1.51M 0.04% -6,638 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 35,535 shares; 2024Q4: 35,535 shares; 2025Q1: 33,710 shares; 2025Q2: 33,710 shares; 2025Q3: 15,184 shares 15,184 $1.5M 0.04% -18,526 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,309 shares; 2024Q3: 28,309 shares; 2024Q4: 28,309 shares; 2025Q1: 27,189 shares; 2025Q2: 24,469 shares; 2025Q3: 11,144 shares 11,144 $1.49M 0.04% -13,325 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30,695 shares; 2024Q3: 30,695 shares; 2024Q4: 30,695 shares; 2025Q1: 29,496 shares; 2025Q2: 27,237 shares; 2025Q3: 10,960 shares 10,960 $1.48M 0.04% -16,277 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,786 shares; 2024Q3: 18,786 shares; 2024Q4: 18,786 shares; 2025Q1: 18,039 shares; 2025Q2: 16,451 shares; 2025Q3: 6,685 shares 6,685 $1.48M 0.04% -9,766 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: 7,607 shares; 2024Q3: 7,006 shares; 2024Q4: 7,006 shares; 2025Q1: 6,679 shares; 2025Q2: 6,676 shares; 2025Q3: 2,942 shares 2,942 $1.47M 0.04% -3,734 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,481 shares; 2025Q3: 16,319 shares 16,319 $1.47M 0.04% -17,162 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,470 shares; 2024Q3: 60,470 shares; 2024Q4: 60,470 shares; 2025Q1: 57,382 shares; 2025Q2: 57,382 shares; 2025Q3: 29,738 shares 29,738 $1.46M 0.04% -27,644 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,955 shares; 2024Q3: 43,955 shares; 2024Q4: 35,145 shares; 2025Q1: 34,292 shares; 2025Q2: 31,046 shares; 2025Q3: 17,289 shares 17,289 $1.45M 0.04% -13,757 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,056 shares; 2025Q3: 17,610 shares 17,610 $1.45M 0.04% -18,446 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,875 shares; 2024Q3: 8,875 shares; 2024Q4: 8,875 shares; 2025Q1: 8,521 shares; 2025Q2: 7,745 shares; 2025Q3: 3,165 shares 3,165 $1.45M 0.04% -4,580 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,050 shares; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 8,606 shares; 2025Q2: 7,751 shares; 2025Q3: 3,692 shares 3,692 $1.45M 0.04% -4,059 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: not reported; 2024Q3: 13,758 shares; 2024Q4: 13,758 shares; 2025Q1: 13,202 shares; 2025Q2: 13,202 shares; 2025Q3: 6,045 shares 6,045 $1.43M 0.04% -7,157 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,481 shares; 2024Q3: 14,481 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 4,825 shares 4,825 $1.42M 0.04% -5,075 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,935 shares; 2025Q3: 18,562 shares 18,562 $1.4M 0.04% -19,373 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,626 shares; 2024Q3: 34,626 shares; 2024Q4: 26,995 shares; 2025Q1: 25,493 shares; 2025Q2: 22,827 shares; 2025Q3: 12,588 shares 12,588 $1.4M 0.04% -10,239 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,527 shares; 2025Q3: 18,311 shares 18,311 $1.38M 0.04% -19,216 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,168 shares; 2025Q2: 15,168 shares; 2025Q3: 6,488 shares 6,488 $1.38M 0.04% -8,680 Timeline 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: not reported; 2024Q3: not reported; 2024Q4: 56,453 shares; 2025Q1: 53,493 shares; 2025Q2: 53,493 shares; 2025Q3: 24,899 shares 24,899 $1.38M 0.04% -28,594 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,324 shares; 2025Q2: 44,324 shares; 2025Q3: 18,979 shares 18,979 $1.37M 0.04% -25,345 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,251 shares; 2024Q3: 14,080 shares; 2024Q4: 14,080 shares; 2025Q1: 13,517 shares; 2025Q2: 13,506 shares; 2025Q3: 4,938 shares 4,938 $1.33M 0.04% -8,568 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: 123,445 shares; 2024Q3: 123,445 shares; 2024Q4: 123,445 shares; 2025Q1: 117,805 shares; 2025Q2: 117,805 shares; 2025Q3: 52,169 shares 52,169 $1.33M 0.04% -65,636 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,864 shares; 2024Q3: 13,864 shares; 2024Q4: 13,864 shares; 2025Q1: 13,329 shares; 2025Q2: 13,329 shares; 2025Q3: 4,674 shares 4,674 $1.32M 0.04% -8,655 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 88,679 shares; 2024Q3: 88,679 shares; 2024Q4: 88,679 shares; 2025Q1: 84,979 shares; 2025Q2: 78,017 shares; 2025Q3: 37,006 shares 37,006 $1.31M 0.04% -41,011 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,444 shares; 2024Q3: 54,444 shares; 2024Q4: 54,444 shares; 2025Q1: 52,280 shares; 2025Q2: 52,280 shares; 2025Q3: 19,413 shares 19,413 $1.31M 0.04% -32,867 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,660 shares; 2025Q3: 15,478 shares 15,478 $1.29M 0.04% -16,182 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,517 shares; 2024Q3: 13,517 shares; 2024Q4: 13,517 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 4,836 shares 4,836 $1.26M 0.04% -8,144 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,961 shares; 2024Q3: 36,961 shares; 2024Q4: 36,961 shares; 2025Q1: 35,355 shares; 2025Q2: 35,355 shares; 2025Q3: 13,699 shares 13,699 $1.25M 0.04% -21,656 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,374 shares; 2024Q3: 12,422 shares; 2024Q4: 12,422 shares; 2025Q1: 12,015 shares; 2025Q2: 12,015 shares; 2025Q3: 4,049 shares 4,049 $1.24M 0.04% -7,966 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,188 shares; 2024Q3: 12,188 shares; 2024Q4: 12,188 shares; 2025Q1: 11,635 shares; 2025Q2: 11,635 shares; 2025Q3: 5,201 shares 5,201 $1.23M 0.04% -6,434 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 89,257 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,692 shares; 2025Q3: 31,596 shares 31,596 $1.23M 0.03% -33,096 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: 14,755 shares; 2024Q3: 14,755 shares; 2024Q4: 14,755 shares; 2025Q1: 14,117 shares; 2025Q2: 12,681 shares; 2025Q3: 5,802 shares 5,802 $1.22M 0.03% -6,879 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,603 shares; 2025Q3: 22,351 shares 22,351 $1.21M 0.03% -23,252 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,727 shares; 2025Q3: 4,267 shares 4,267 $1.2M 0.03% -4,460 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,981 shares; 2025Q3: 13,186 shares 13,186 $1.2M 0.03% -13,795 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: 78,580 shares; 2024Q3: 78,580 shares; 2024Q4: 78,580 shares; 2025Q1: 75,530 shares; 2025Q2: 66,813 shares; 2025Q3: 26,104 shares 26,104 $1.18M 0.03% -40,709 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: 243,439 shares; 2024Q3: 243,439 shares; 2024Q4: 243,439 shares; 2025Q1: 232,325 shares; 2025Q2: 232,325 shares; 2025Q3: 97,517 shares 97,517 $1.17M 0.03% -134,808 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,610 shares; 2025Q3: 16,954 shares 16,954 $1.14M 0.03% -17,656 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: 47,211 shares; 2024Q3: 47,211 shares; 2024Q4: 47,211 shares; 2025Q1: 45,516 shares; 2025Q2: 42,605 shares; 2025Q3: 17,022 shares 17,022 $1.14M 0.03% -25,583 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,571 shares; 2025Q3: 3,742 shares 3,742 $1.08M 0.03% -3,829 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,387 shares; 2024Q3: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 1,368 shares 1,368 $1.07M 0.03% -2,140 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,192 shares; 2024Q3: 27,192 shares; 2024Q4: 27,192 shares; 2025Q1: 26,023 shares; 2025Q2: 24,222 shares; 2025Q3: 10,108 shares 10,108 $1.05M 0.03% -14,114 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,619 shares; 2024Q3: 33,619 shares; 2024Q4: 33,619 shares; 2025Q1: 32,403 shares; 2025Q2: 30,048 shares; 2025Q3: 12,487 shares 12,487 $1.03M 0.03% -17,561 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,766 shares; 2025Q2: 135,766 shares; 2025Q3: 57,815 shares 57,815 $979K 0.03% -77,951 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,902 shares; 2024Q3: 19,902 shares; 2024Q4: 19,902 shares; 2025Q1: 19,097 shares; 2025Q2: 19,097 shares; 2025Q3: 8,039 shares 8,039 $976K 0.03% -11,058 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,821 shares; 2024Q3: 51,821 shares; 2024Q4: 51,821 shares; 2025Q1: 49,926 shares; 2025Q2: 49,926 shares; 2025Q3: 18,619 shares 18,619 $948K 0.03% -31,307 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: not reported; 2024Q3: not reported; 2024Q4: 74,112 shares; 2025Q1: 70,895 shares; 2025Q2: 70,895 shares; 2025Q3: 34,557 shares 34,557 $941K 0.03% -36,338 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,671 shares; 2024Q3: 14,671 shares; 2024Q4: 14,671 shares; 2025Q1: 14,284 shares; 2025Q2: 13,355 shares; 2025Q3: 5,584 shares 5,584 $892K 0.03% -7,771 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,717 shares; 2024Q3: 13,717 shares; 2024Q4: 13,717 shares; 2025Q1: 13,165 shares; 2025Q2: 13,165 shares; 2025Q3: 4,760 shares 4,760 $891K 0.03% -8,405 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,997 shares; 2024Q3: 20,917 shares; 2024Q4: 20,917 shares; 2025Q1: 20,142 shares; 2025Q2: 20,120 shares; 2025Q3: 7,757 shares 7,757 $888K 0.03% -12,363 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: 39,973 shares; 2024Q3: 33,703 shares; 2024Q4: 33,703 shares; 2025Q1: 32,408 shares; 2025Q2: 32,408 shares; 2025Q3: 14,364 shares 14,364 $873K 0.02% -18,044 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,897 shares; 2024Q3: 7,897 shares; 2024Q4: 7,897 shares; 2025Q1: 7,528 shares; 2025Q2: 7,528 shares; 2025Q3: 3,560 shares 3,560 $839K 0.02% -3,968 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,609 shares; 2024Q3: 12,609 shares; 2024Q4: 12,609 shares; 2025Q1: 12,246 shares; 2025Q2: 12,246 shares; 2025Q3: 4,381 shares 4,381 $832K 0.02% -7,865 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,144 shares; 2024Q4: 5,144 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 2,229 shares 2,229 $786K 0.02% -2,705 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100,114 shares; 2024Q3: 100,114 shares; 2024Q4: 100,114 shares; 2025Q1: 96,811 shares; 2025Q2: 96,811 shares; 2025Q3: 36,335 shares 36,335 $769K 0.02% -60,476 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,161 shares; 2024Q3: 50,161 shares; 2024Q4: 50,161 shares; 2025Q1: 48,286 shares; 2025Q2: 40,555 shares; 2025Q3: 21,232 shares 21,232 $761K 0.02% -19,323 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,901 shares; 2024Q3: 3,901 shares; 2024Q4: 3,901 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 1,321 shares 1,321 $743K 0.02% -2,449 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,970 shares; 2024Q3: 4,822 shares; 2024Q4: 124,387 shares; 2025Q1: 25,428 shares; 2025Q2: 4,534 shares; 2025Q3: 4,084 shares 4,084 $574K 0.02% -450 Timeline RSPT 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: 5,192,610 shares; 2024Q3: 23,622 shares; 2024Q4: 23,251 shares; 2025Q1: 18,206 shares; 2025Q2: 11,008 shares; 2025Q3: 10,890 shares 10,890 $508K 0.01% -118 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,126 shares; 2025Q3: 9,912 shares 9,912 $433K 0.01% -9,214 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,381,113 shares; 2024Q3: 3,279,047 shares; 2024Q4: 3,206,284 shares; 2025Q1: 1,688,216 shares; 2025Q2: 7,168 shares; 2025Q3: 5,481 shares 5,481 $252K 0.01% -1,687 Timeline AOR 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: 57,791 shares; 2024Q3: 97,189 shares; 2024Q4: 654,691 shares; 2025Q1: 108,439 shares; 2025Q2: 9,911 shares; 2025Q3: 3,310 shares 3,310 $215K 0.01% -6,601 Timeline VGK 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: 1,005,078 shares; 2024Q3: 4,218 shares; 2024Q4: 4,151 shares; 2025Q1: 3,226 shares; 2025Q2: 2,317 shares; 2025Q3: 2,237 shares 2,237 $180K 0.01% -80 Timeline EAOR 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: 2,063 shares; 2024Q3: 2,060 shares; 2024Q4: 20,149 shares; 2025Q1: 2,017 shares; 2025Q2: 4,535 shares; 2025Q3: 4,223 shares 4,223 $150K <0.01% -312 Timeline EZU 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: 952,172 shares; 2024Q3: 1,680,712 shares; 2024Q4: 1,565,657 shares; 2025Q1: 6,464 shares; 2025Q2: 2,327 shares; 2025Q3: 1,847 shares 1,847 $115K <0.01% -480 Timeline MCHI 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: 5,944,142 shares; 2024Q3: 7,301 shares; 2024Q4: 7,279 shares; 2025Q1: 4,291 shares; 2025Q2: 1,155 shares; 2025Q3: 1,156 shares 1,156 $73.5K <0.01% +1 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 555,867 shares; 2024Q3: 1,078,959 shares; 2024Q4: 1,059,168 shares; 2025Q1: 1,658 shares; 2025Q2: 622 shares; 2025Q3: 618 shares 618 $53.9K <0.01% -4 Timeline KXI 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: 834,772 shares; 2024Q3: 4,547 shares; 2024Q4: 4,499 shares; 2025Q1: 2,030 shares; 2025Q2: 804 shares; 2025Q3: 732 shares 732 $46.5K <0.01% -72 Timeline RSPD 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: 761,516 shares; 2024Q3: 2,550 shares; 2024Q4: 2,535 shares; 2025Q1: 1,682 shares; 2025Q2: 826 shares; 2025Q3: 800 shares 800 $44.2K <0.01% -26 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: 27 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 441 shares; 2025Q2: 668 shares; 2025Q3: 244 shares 244 $34.5K <0.01% -424 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 141 shares; 2025Q2: 81 shares; 2025Q3: 70 shares 70 $21K <0.01% -11 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,310,573 shares; 2024Q3: 4,535 shares; 2024Q4: 3,774 shares; 2025Q1: 478 shares; 2025Q2: 293 shares; 2025Q3: 256 shares 256 $17.6K <0.01% -37 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: 9,479 shares; 2024Q3: 5,812 shares; 2024Q4: 5,812 shares; 2025Q1: 3,473 shares; 2025Q2: 289 shares; 2025Q3: 279 shares 279 $14.2K <0.01% -10 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 664,998 shares; 2024Q3: 607,217 shares; 2024Q4: 577,360 shares; 2025Q1: 1,960 shares; 2025Q2: 104 shares; 2025Q3: 104 shares 104 $9.19K <0.01% 0 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,509,727 shares; 2024Q3: 3,471,303 shares; 2024Q4: 2,921,457 shares; 2025Q1: 3,260,649 shares; 2025Q2: 406 shares; 2025Q3: 299 shares 299 $5.74K <0.01% -107 Timeline AOM 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: not reported; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 4 shares; 2025Q2: 57 shares; 2025Q3: 53 shares 53 $2.52K <0.01% -4 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: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 11 shares 11 $1.04K <0.01% +1 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: 176,863 shares; 2024Q3: 173,974 shares; 2024Q4: 188,153 shares; 2025Q1: 826 shares; 2025Q2: 15 shares; 2025Q3: 4 shares 4 $389 <0.01% -11 Timeline IXG 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: 57,951 shares; 2024Q3: 55,178 shares; 2024Q4: 54,529 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $228 <0.01% 0 Timeline