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: 101,288 shares; 2024Q4: 100,056 shares; 2025Q1: 80,999 shares; 2025Q2: 93,124 shares; 2025Q3: 104,516 shares 104,516 $8.19M 5.08% +11,392 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: 26,219 shares; 2024Q4: 26,623 shares; 2025Q1: 26,595 shares; 2025Q2: 25,987 shares; 2025Q3: 27,373 shares 27,373 $6.97M 4.32% +1,386 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: 20,173 shares; 2024Q4: 14,984 shares; 2025Q1: 9,791 shares; 2025Q2: 14,483 shares; 2025Q3: 14,249 shares 14,249 $6.83M 4.24% -234 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,300 shares; 2024Q4: 37,383 shares; 2025Q1: 27,719 shares; 2025Q2: 34,876 shares; 2025Q3: 34,642 shares 34,642 $6.46M 4.01% -234 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: 21,606 shares; 2024Q4: 22,420 shares; 2025Q1: 22,689 shares; 2025Q2: 24,071 shares; 2025Q3: 24,486 shares 24,486 $4.57M 2.83% +415 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: 125,996 shares; 2024Q4: 82,999 shares; 2025Q1: 119,070 shares; 2025Q2: 66,378 shares; 2025Q3: 79,180 shares 79,180 $3.39M 2.1% +12,802 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: 5,706 shares; 2024Q4: 5,888 shares; 2025Q1: 5,856 shares; 2025Q2: 6,166 shares; 2025Q3: 6,479 shares 6,479 $3.36M 2.08% +313 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,401 shares; 2024Q4: 5,550 shares; 2025Q1: 5,260 shares; 2025Q2: 5,405 shares; 2025Q3: 5,412 shares 5,412 $3.31M 2.05% +7 Timeline SPEM 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: 81,253 shares; 2024Q4: 77,473 shares; 2025Q1: 81,548 shares; 2025Q2: 60,153 shares; 2025Q3: 64,477 shares 64,477 $3.02M 1.87% +4,324 Timeline HYG 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: 30,450 shares; 2024Q4: 29,315 shares; 2025Q1: 28,330 shares; 2025Q2: 29,412 shares; 2025Q3: 37,047 shares 37,047 $3.01M 1.86% +7,635 Timeline IEUR 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: 29,723 shares; 2024Q4: 30,505 shares; 2025Q1: 32,812 shares; 2025Q2: 39,782 shares; 2025Q3: 39,942 shares 39,942 $2.72M 1.69% +160 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: 90,138 shares; 2024Q4: 44,593 shares; 2025Q1: 13,211 shares; 2025Q2: 45,157 shares; 2025Q3: 44,936 shares 44,936 $2.69M 1.67% -221 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: 8,582 shares; 2024Q4: 9,232 shares; 2025Q1: 9,308 shares; 2025Q2: 10,175 shares; 2025Q3: 10,792 shares 10,792 $2.62M 1.63% +617 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: 41,894 shares; 2024Q4: 41,664 shares; 2025Q1: 40,986 shares; 2025Q2: 39,217 shares; 2025Q3: 39,119 shares 39,119 $2.58M 1.6% -98 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: 8,520 shares; 2024Q4: 8,481 shares; 2025Q1: 8,477 shares; 2025Q2: 8,694 shares; 2025Q3: 9,150 shares 9,150 $2.01M 1.25% +456 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,382 shares; 2025Q1: 7,085 shares; 2025Q2: 6,824 shares; 2025Q3: 6,744 shares 6,744 $2.01M 1.24% -80 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: restricted; 2024Q3: 33,153 shares; 2024Q4: 28,649 shares; 2025Q1: 19,472 shares; 2025Q2: 27,116 shares; 2025Q3: 40,174 shares 40,174 $1.86M 1.15% +13,058 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: 5,323 shares; 2024Q4: 4,955 shares; 2025Q1: 4,925 shares; 2025Q2: 5,060 shares; 2025Q3: 5,230 shares 5,230 $1.65M 1.02% +170 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: 6,676 shares; 2024Q4: 6,703 shares; 2025Q1: 6,882 shares; 2025Q2: 7,510 shares; 2025Q3: 7,442 shares 7,442 $1.55M 0.96% -68 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: 3,874 shares; 2024Q4: 2,260 shares; 2025Q1: 1,869 shares; 2025Q2: 2,138 shares; 2025Q3: 2,213 shares 2,213 $1.46M 0.9% +75 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 36,937 shares; 2025Q1: 34,072 shares; 2025Q2: 32,870 shares; 2025Q3: 33,593 shares 33,593 $1.45M 0.9% +723 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,086 shares; 2024Q4: 22,727 shares; 2025Q1: 21,567 shares; 2025Q2: 19,560 shares; 2025Q3: 19,550 shares 19,550 $1.44M 0.89% -10 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: 2,441 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,395 shares; 2025Q3: 2,404 shares 2,404 $1.37M 0.85% +9 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: 4,444 shares; 2024Q4: 4,345 shares; 2025Q1: 4,329 shares; 2025Q2: 4,307 shares; 2025Q3: 3,937 shares 3,937 $1.34M 0.83% -370 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: 738 shares; 2024Q4: 227 shares; 2025Q1: 615 shares; 2025Q2: 420 shares; 2025Q3: 2,715 shares 2,715 $1.27M 0.79% +2,295 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,028 shares; 2024Q4: 4,327 shares; 2025Q1: 2,960 shares; 2025Q2: 4,965 shares; 2025Q3: 4,922 shares 4,922 $1.25M 0.78% -43 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: 2,945 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,875 shares; 2025Q3: 2,991 shares 2,991 $1.21M 0.75% +116 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: 2,190 shares; 2024Q4: 2,511 shares; 2025Q1: 2,485 shares; 2025Q2: 2,587 shares; 2025Q3: 2,667 shares 2,667 $1.19M 0.74% +80 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,899 shares; 2025Q3: 4,869 shares 4,869 $1.17M 0.72% -30 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: 632 shares; 2024Q4: 994 shares; 2025Q1: 1,045 shares; 2025Q2: 1,144 shares; 2025Q3: 1,569 shares 1,569 $1.15M 0.71% +425 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 13,746 shares; 2025Q1: 4,246 shares; 2025Q2: 6,939 shares; 2025Q3: 11,180 shares 11,180 $1.1M 0.68% +4,241 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,674 shares; 2024Q4: 18,099 shares; 2025Q1: 19,838 shares; 2025Q2: 19,582 shares; 2025Q3: 19,087 shares 19,087 $1.09M 0.68% -495 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: 44,954 shares; 2024Q4: 18,920 shares; 2025Q1: not reported; 2025Q2: 20,793 shares; 2025Q3: 20,793 shares 20,793 $1.04M 0.65% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,642 shares; 2025Q1: 1,798 shares; 2025Q2: 2,307 shares; 2025Q3: 2,575 shares 2,575 $1.04M 0.64% +268 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 4,916 shares; 2025Q1: 4,939 shares; 2025Q2: 4,941 shares; 2025Q3: 5,004 shares 5,004 $1.03M 0.64% +63 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: 3,143 shares; 2024Q4: 3,153 shares; 2025Q1: 3,182 shares; 2025Q2: 3,219 shares; 2025Q3: 3,328 shares 3,328 $1.01M 0.63% +109 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: 36,362 shares; 2024Q4: 17,948 shares; 2025Q1: 5,538 shares; 2025Q2: 18,453 shares; 2025Q3: 18,337 shares 18,337 $993K 0.62% -116 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,736 shares; 2025Q1: 9,565 shares; 2025Q2: 8,915 shares; 2025Q3: 8,386 shares 8,386 $993K 0.62% -529 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 6,924 shares; 2025Q3: 7,073 shares 7,073 $984K 0.61% +149 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: 2,507 shares; 2024Q4: 2,682 shares; 2025Q1: 2,666 shares; 2025Q2: 2,744 shares; 2025Q3: 2,976 shares 2,976 $982K 0.61% +232 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: 1,298 shares; 2024Q4: 1,023 shares; 2025Q1: 1,008 shares; 2025Q2: 1,055 shares; 2025Q3: 1,059 shares 1,059 $980K 0.61% +4 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: 23,066 shares; 2024Q4: 20,513 shares; 2025Q1: 19,068 shares; 2025Q2: 19,286 shares; 2025Q3: 20,436 shares 20,436 $955K 0.59% +1,150 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,153 shares; 2025Q3: 11,905 shares 11,905 $933K 0.58% +752 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,920 shares; 2024Q4: 19,340 shares; 2025Q1: 21,593 shares; 2025Q2: 21,773 shares; 2025Q3: 21,998 shares 21,998 $915K 0.57% +225 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 4,567 shares; 2025Q1: 5,958 shares; 2025Q2: 6,358 shares; 2025Q3: 7,502 shares 7,502 $905K 0.56% +1,144 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,148 shares; 2025Q3: 2,048 shares 2,048 $864K 0.54% -100 Timeline CERY 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: 16,999 shares; 2025Q1: 33,633 shares; 2025Q2: 22,204 shares; 2025Q3: 29,620 shares 29,620 $849K 0.53% +7,416 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: 8,808 shares; 2024Q4: 7,933 shares; 2025Q1: 7,872 shares; 2025Q2: 7,934 shares; 2025Q3: 8,227 shares 8,227 $848K 0.53% +293 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 7,280 shares; 2025Q1: 7,303 shares; 2025Q2: 8,586 shares; 2025Q3: 8,689 shares 8,689 $794K 0.49% +103 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: 8,626 shares; 2024Q4: 8,147 shares; 2025Q1: 7,545 shares; 2025Q2: 8,263 shares; 2025Q3: 8,300 shares 8,300 $790K 0.49% +37 Timeline GWX 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: 23,148 shares; 2024Q4: 22,875 shares; 2025Q1: 22,937 shares; 2025Q2: 20,674 shares; 2025Q3: 19,504 shares 19,504 $784K 0.49% -1,170 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: 984 shares; 2024Q4: 990 shares; 2025Q1: 988 shares; 2025Q2: 992 shares; 2025Q3: 982 shares 982 $745K 0.46% -10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,506 shares; 2025Q3: 1,476 shares 1,476 $728K 0.45% -30 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,855 shares; 2025Q1: 5,010 shares; 2025Q2: 5,155 shares; 2025Q3: 4,975 shares 4,975 $719K 0.45% -180 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,462 shares; 2025Q1: 1,454 shares; 2025Q2: 1,449 shares; 2025Q3: 1,481 shares 1,481 $718K 0.45% +32 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 2,364 shares; 2025Q1: 1,918 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares 2,158 $708K 0.44% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 317 shares; 2025Q1: 347 shares; 2025Q2: 1,526 shares; 2025Q3: 1,516 shares 1,516 $678K 0.42% -10 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 8,285 shares; 2025Q1: 7,921 shares; 2025Q2: 6,760 shares; 2025Q3: 6,853 shares 6,853 $656K 0.41% +93 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 9,138 shares; 2025Q1: 8,936 shares; 2025Q2: 8,600 shares; 2025Q3: 8,466 shares 8,466 $639K 0.4% -134 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 912 shares; 2025Q1: 922 shares; 2025Q2: 3,917 shares; 2025Q3: 3,935 shares 3,935 $637K 0.39% +18 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,268 shares; 2025Q1: 1,279 shares; 2025Q2: 1,285 shares; 2025Q3: 1,337 shares 1,337 $635K 0.39% +52 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 8,287 shares; 2025Q1: 8,644 shares; 2025Q2: 8,479 shares; 2025Q3: 8,514 shares 8,514 $633K 0.39% +35 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,133 shares; 2025Q1: 3,455 shares; 2025Q2: 4,463 shares; 2025Q3: 4,589 shares 4,589 $632K 0.39% +126 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: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 2,265 shares; 2025Q3: 2,245 shares 2,245 $631K 0.39% -20 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: 4,719 shares; 2024Q4: 4,784 shares; 2025Q1: 4,357 shares; 2025Q2: 4,369 shares; 2025Q3: 4,299 shares 4,299 $613K 0.38% -70 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,795 shares; 2025Q3: 1,737 shares 1,737 $613K 0.38% -58 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: 21,759 shares; 2024Q4: 13,338 shares; 2025Q1: 12,941 shares; 2025Q2: 12,260 shares; 2025Q3: 12,322 shares 12,322 $609K 0.38% +62 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: 36,575 shares; 2024Q4: 20,391 shares; 2025Q1: 26,194 shares; 2025Q2: 27,760 shares; 2025Q3: 22,411 shares 22,411 $604K 0.37% -5,349 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,440 shares; 2025Q3: 4,315 shares 4,315 $601K 0.37% -125 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: 4,961 shares; 2024Q4: 5,261 shares; 2025Q1: 5,311 shares; 2025Q2: 5,458 shares; 2025Q3: 5,307 shares 5,307 $598K 0.37% -151 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 2,375 shares; 2025Q3: 2,460 shares 2,460 $595K 0.37% +85 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 9,063 shares; 2025Q1: 9,063 shares; 2025Q2: 9,063 shares; 2025Q3: 9,063 shares 9,063 $591K 0.37% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,862 shares; 2025Q3: 2,747 shares 2,747 $584K 0.36% -115 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 974 shares; 2025Q3: 948 shares 948 $578K 0.36% -26 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: 4,959 shares; 2024Q4: 4,672 shares; 2025Q1: 4,934 shares; 2025Q2: 5,032 shares; 2025Q3: 4,854 shares 4,854 $544K 0.34% -178 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 6,015 shares; 2025Q1: 5,460 shares; 2025Q2: 5,704 shares; 2025Q3: 5,689 shares 5,689 $541K 0.34% -15 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 2,598 shares; 2025Q1: 2,618 shares; 2025Q2: 2,683 shares; 2025Q3: 2,653 shares 2,653 $540K 0.33% -30 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,253 shares; 2025Q1: 2,057 shares; 2025Q2: 2,182 shares; 2025Q3: 1,511 shares 1,511 $537K 0.33% -671 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 2,767 shares; 2025Q1: 3,250 shares; 2025Q2: 5,884 shares; 2025Q3: 5,908 shares 5,908 $501K 0.31% +24 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 5,941 shares; 2025Q1: 5,305 shares; 2025Q2: 5,483 shares; 2025Q3: 5,736 shares 5,736 $501K 0.31% +253 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: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,398 shares; 2025Q1: 7,260 shares; 2025Q2: 5,719 shares; 2025Q3: 5,741 shares 5,741 $501K 0.31% +22 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,937 shares; 2025Q1: 1,949 shares; 2025Q2: 1,939 shares; 2025Q3: 1,836 shares 1,836 $496K 0.31% -103 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,231 shares; 2025Q3: 2,161 shares 2,161 $492K 0.31% -70 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 6,417 shares; 2025Q1: 6,044 shares; 2025Q2: 6,787 shares; 2025Q3: 6,627 shares 6,627 $487K 0.3% -160 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: 1,165 shares; 2024Q4: 948 shares; 2025Q1: 938 shares; 2025Q2: 1,003 shares; 2025Q3: 961 shares 961 $483K 0.3% -42 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,545 shares; 2025Q1: 7,974 shares; 2025Q2: 9,437 shares; 2025Q3: 6,810 shares 6,810 $462K 0.29% -2,627 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: 1,742 shares; 2024Q4: 1,758 shares; 2025Q1: 1,788 shares; 2025Q2: 1,888 shares; 2025Q3: 1,908 shares 1,908 $452K 0.28% +20 Timeline VNQI 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: 6,362 shares; 2024Q4: 6,395 shares; 2025Q1: 6,427 shares; 2025Q2: 9,246 shares; 2025Q3: 9,371 shares 9,371 $447K 0.28% +125 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: 193 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 348 shares; 2025Q3: 358 shares 358 $429K 0.27% +10 Timeline TFI 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: 8,591 shares; 2024Q4: 8,262 shares; 2025Q1: 8,910 shares; 2025Q2: 9,076 shares; 2025Q3: 9,275 shares 9,275 $423K 0.26% +199 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 2,697 shares; 2025Q1: 3,009 shares; 2025Q2: 4,265 shares; 2025Q3: 5,862 shares 5,862 $411K 0.25% +1,597 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 6,432 shares; 2025Q1: 6,266 shares; 2025Q2: 6,277 shares; 2025Q3: 6,488 shares 6,488 $411K 0.25% +211 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,760 shares; 2024Q4: 22,654 shares; 2025Q1: 21,049 shares; 2025Q2: 8,248 shares; 2025Q3: 8,102 shares 8,102 $410K 0.25% -146 Timeline VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 6,272 shares; 2025Q1: not reported; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares 6,272 $399K 0.25% 0 ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 9,622 shares; 2025Q1: 9,622 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares 9,622 $392K 0.24% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,238 shares; 2025Q3: 4,054 shares 4,054 $391K 0.24% +816 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: 1,160 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,235 shares; 2025Q3: 1,374 shares 1,374 $388K 0.24% +139 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: 1,256 shares; 2024Q4: 1,254 shares; 2025Q1: 1,518 shares; 2025Q2: 1,506 shares; 2025Q3: 1,655 shares 1,655 $383K 0.24% +149 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,699 shares; 2025Q1: 2,709 shares; 2025Q2: 2,604 shares; 2025Q3: 2,564 shares 2,564 $375K 0.23% -40 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: 3,081 shares; 2024Q4: 6,552 shares; 2025Q1: 6,816 shares; 2025Q2: 6,750 shares; 2025Q3: 7,248 shares 7,248 $374K 0.23% +498 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 974 shares; 2025Q1: 1,014 shares; 2025Q2: 1,020 shares; 2025Q3: 942 shares 942 $369K 0.23% -78 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,054 shares; 2025Q1: 2,137 shares; 2025Q2: 1,995 shares; 2025Q3: 2,269 shares 2,269 $368K 0.23% +274 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: 2,456 shares; 2024Q4: 2,308 shares; 2025Q1: 2,315 shares; 2025Q2: 2,200 shares; 2025Q3: 2,351 shares 2,351 $365K 0.23% +151 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: 71 shares; 2024Q4: 332 shares; 2025Q1: 376 shares; 2025Q2: 407 shares; 2025Q3: 474 shares 474 $362K 0.22% +67 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,585 shares; 2025Q1: 2,623 shares; 2025Q2: 2,603 shares; 2025Q3: 2,882 shares 2,882 $357K 0.22% +279 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 7,867 shares; 2025Q1: 7,634 shares; 2025Q2: 7,587 shares; 2025Q3: 7,990 shares 7,990 $356K 0.22% +403 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,389 shares; 2025Q1: 2,675 shares; 2025Q2: 1,943 shares; 2025Q3: 2,028 shares 2,028 $354K 0.22% +85 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: 27,689 shares; 2024Q4: 25,941 shares; 2025Q1: 29,174 shares; 2025Q2: 50,445 shares; 2025Q3: 13,613 shares 13,613 $352K 0.22% -36,832 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: 13,109 shares; 2024Q4: 11,793 shares; 2025Q1: 11,592 shares; 2025Q2: 11,617 shares; 2025Q3: 12,152 shares 12,152 $343K 0.21% +535 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: 6,360 shares; 2024Q4: 8,889 shares; 2025Q1: 4,521 shares; 2025Q2: 1,534 shares; 2025Q3: 3,715 shares 3,715 $341K 0.21% +2,181 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 3,673 shares; 2025Q3: 3,573 shares 3,573 $333K 0.21% -100 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,047 shares; 2025Q3: 2,270 shares 2,270 $333K 0.21% -777 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: 2,850 shares; 2024Q4: 1,789 shares; 2025Q1: 1,604 shares; 2025Q2: 1,682 shares; 2025Q3: 1,584 shares 1,584 $332K 0.21% -98 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 7,547 shares; 2025Q1: 7,165 shares; 2025Q2: 6,407 shares; 2025Q3: 6,394 shares 6,394 $325K 0.2% -13 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 6,478 shares; 2025Q1: 6,184 shares; 2025Q2: 8,385 shares; 2025Q3: 8,524 shares 8,524 $322K 0.2% +139 Timeline EMHC 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: 9,268 shares; 2024Q4: 7,601 shares; 2025Q1: 14,677 shares; 2025Q2: 13,065 shares; 2025Q3: 12,734 shares 12,734 $321K 0.2% -331 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: 5,863 shares; 2024Q4: 5,013 shares; 2025Q1: 5,090 shares; 2025Q2: 6,882 shares; 2025Q3: 7,212 shares 7,212 $317K 0.2% +330 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: 1,800 shares; 2024Q4: 1,846 shares; 2025Q1: 2,171 shares; 2025Q2: 1,144 shares; 2025Q3: 1,077 shares 1,077 $316K 0.2% -67 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: 1,877 shares; 2024Q4: 1,914 shares; 2025Q1: 1,971 shares; 2025Q2: 1,914 shares; 2025Q3: 2,046 shares 2,046 $314K 0.19% +132 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: restricted; 2024Q3: 15,173 shares; 2024Q4: 13,886 shares; 2025Q1: 13,899 shares; 2025Q2: 10,723 shares; 2025Q3: 10,765 shares 10,765 $311K 0.19% +42 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,625 shares; 2025Q3: 4,696 shares 4,696 $310K 0.19% +71 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 675 shares; 2025Q1: 655 shares; 2025Q2: 630 shares; 2025Q3: 620 shares 620 $309K 0.19% -10 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 253 shares; 2025Q1: 262 shares; 2025Q2: 277 shares; 2025Q3: 277 shares 277 $299K 0.19% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 705 shares; 2025Q3: 695 shares 695 $296K 0.18% -10 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 4,196 shares; 2025Q3: 4,625 shares 4,625 $282K 0.17% +429 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: 3,404 shares; 2024Q4: 3,478 shares; 2025Q1: 3,686 shares; 2025Q2: 3,816 shares; 2025Q3: 4,185 shares 4,185 $278K 0.17% +369 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,695 shares; 2025Q1: 1,690 shares; 2025Q2: 2,542 shares; 2025Q3: 2,377 shares 2,377 $265K 0.16% -165 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 340 shares; 2025Q1: 363 shares; 2025Q2: 854 shares; 2025Q3: 917 shares 917 $259K 0.16% +63 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 5,773 shares; 2025Q1: 6,901 shares; 2025Q2: 9,431 shares; 2025Q3: 9,496 shares 9,496 $256K 0.16% +65 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,299 shares; 2025Q3: 2,244 shares 2,244 $252K 0.16% -55 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: 5,840 shares; 2024Q4: 5,542 shares; 2025Q1: 5,542 shares; 2025Q2: 5,497 shares; 2025Q3: 5,337 shares 5,337 $248K 0.15% -160 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,555 shares; 2025Q3: 2,295 shares 2,295 $247K 0.15% -260 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,743 shares; 2025Q1: 1,685 shares; 2025Q2: 1,610 shares; 2025Q3: 1,525 shares 1,525 $241K 0.15% -85 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 4,991 shares; 2025Q1: 4,961 shares; 2025Q2: 4,891 shares; 2025Q3: 4,777 shares 4,777 $231K 0.14% -114 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: 6,360 shares; 2024Q4: 4,190 shares; 2025Q1: 4,476 shares; 2025Q2: 4,730 shares; 2025Q3: 4,904 shares 4,904 $230K 0.14% +174 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares 2,515 $229K 0.14% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,518 shares; 2025Q3: 4,298 shares 4,298 $228K 0.14% -220 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,533 shares; 2024Q4: 12,175 shares; 2025Q1: 13,519 shares; 2025Q2: 14,912 shares; 2025Q3: 5,480 shares 5,480 $222K 0.14% -9,432 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,160 shares; 2025Q1: 2,140 shares; 2025Q2: 2,270 shares; 2025Q3: 2,180 shares 2,180 $221K 0.14% -90 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: 4,994 shares; 2024Q4: 2,627 shares; 2025Q1: 2,778 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares 2,773 $219K 0.14% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,404 shares; 2025Q1: 2,395 shares; 2025Q2: 2,333 shares; 2025Q3: 628 shares 628 $217K 0.13% -1,705 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,279 shares; 2025Q1: 5,074 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares 4,974 $215K 0.13% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 1,537 shares; 2025Q1: not reported; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares 1,527 $215K 0.13% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,205 shares; 2025Q1: 2,185 shares; 2025Q2: 2,385 shares; 2025Q3: 2,373 shares 2,373 $214K 0.13% -12 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 4,754 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares 4,483 $205K 0.13% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,673 shares; 2025Q1: 1,823 shares; 2025Q2: 1,806 shares; 2025Q3: 1,773 shares 1,773 $203K 0.13% -33 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,635 shares; 2025Q1: 5,510 shares; 2025Q2: 5,630 shares; 2025Q3: 7,410 shares 7,410 $195K 0.12% +1,780 Timeline IGLB 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: 2,837 shares; 2024Q4: 2,562 shares; 2025Q1: 2,477 shares; 2025Q2: 3,720 shares; 2025Q3: 3,771 shares 3,771 $194K 0.12% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,300 shares 2,300 $192K 0.12% -45 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,425 shares; 2025Q3: 1,355 shares 1,355 $192K 0.12% -70 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: restricted; 2024Q3: 1,141 shares; 2024Q4: 874 shares; 2025Q1: 725 shares; 2025Q2: 1,079 shares; 2025Q3: 1,880 shares 1,880 $185K 0.11% +801 Timeline Value Line Select Core Inv Value Line Select Core Inv More: the full row for Value Line Select Core Inv Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 5,186 shares; 2025Q1: 5,186 shares; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares 5,186 $185K 0.11% 0 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: 4,785 shares; 2024Q4: 4,255 shares; 2025Q1: 4,235 shares; 2025Q2: 4,188 shares; 2025Q3: 4,008 shares 4,008 $184K 0.11% -180 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: 4,837 shares; 2024Q4: 5,232 shares; 2025Q1: 5,667 shares; 2025Q2: 6,563 shares; 2025Q3: 7,785 shares 7,785 $180K 0.11% +1,222 Timeline NTBIX Navigator Tactical Fixed Income I More: the full row for Navigator Tactical Fixed Income I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,503 shares; 2024Q4: 17,755 shares; 2025Q1: 17,924 shares; 2025Q2: 18,148 shares; 2025Q3: 18,383 shares 18,383 $178K 0.11% +235 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: 5,029 shares; 2024Q4: 12,574 shares; 2025Q1: 9,529 shares; 2025Q2: 9,434 shares; 2025Q3: 5,245 shares 5,245 $178K 0.11% -4,189 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: 2,301 shares; 2024Q4: 2,214 shares; 2025Q1: 2,214 shares; 2025Q2: 2,189 shares; 2025Q3: 2,139 shares 2,139 $176K 0.11% -50 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: 406 shares; 2024Q4: 374 shares; 2025Q1: 353 shares; 2025Q2: 348 shares; 2025Q3: 340 shares 340 $170K 0.11% -8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 802 shares; 2025Q1: 801 shares; 2025Q2: 180 shares; 2025Q3: 175 shares 175 $169K 0.11% -5 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,778 shares; 2025Q1: 1,935 shares; 2025Q2: 2,262 shares; 2025Q3: 3,226 shares 3,226 $168K 0.1% +964 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: 3,120 shares; 2024Q4: 2,855 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,740 shares 2,740 $168K 0.1% -85 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,190 shares; 2025Q1: 2,160 shares; 2025Q2: 2,120 shares; 2025Q3: 1,990 shares 1,990 $166K 0.1% -130 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 11,463 shares; 2025Q1: 10,828 shares; 2025Q2: 9,074 shares; 2025Q3: 8,545 shares 8,545 $165K 0.1% -529 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: 3,931 shares; 2024Q4: 2,031 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares 2,108 $165K 0.1% 0 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: 3,556 shares; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares 1,932 $164K 0.1% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,470 shares 1,470 $163K 0.1% -40 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 3,366 shares; 2025Q1: 3,825 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares 3,344 $161K 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,432 shares; 2025Q1: 1,533 shares; 2025Q2: 1,631 shares; 2025Q3: 2,333 shares 2,333 $160K 0.1% +702 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,815 shares; 2025Q1: 2,795 shares; 2025Q2: 2,760 shares; 2025Q3: 2,630 shares 2,630 $159K 0.1% -130 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 458 shares; 2025Q3: 535 shares 535 $157K 0.1% +77 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 665 shares; 2025Q3: 645 shares 645 $152K 0.09% -20 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 465 shares; 2025Q1: 564 shares; 2025Q2: 667 shares; 2025Q3: 911 shares 911 $145K 0.09% +244 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: 2,320 shares; 2024Q4: 2,105 shares; 2025Q1: 2,072 shares; 2025Q2: 2,062 shares; 2025Q3: 2,022 shares 2,022 $144K 0.09% -40 Timeline IWS 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: 1,694 shares; 2024Q4: 1,711 shares; 2025Q1: 1,923 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares 1,018 $142K 0.09% 0 Timeline EBND 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: 19,751 shares; 2024Q4: 17,611 shares; 2025Q1: 8,073 shares; 2025Q2: 6,821 shares; 2025Q3: 6,647 shares 6,647 $142K 0.09% -174 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: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,324 shares; 2025Q1: 436 shares; 2025Q2: 4,606 shares; 2025Q3: 4,787 shares 4,787 $140K 0.09% +181 Timeline EWC 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: 4,362 shares; 2024Q4: 3,823 shares; 2025Q1: 3,154 shares; 2025Q2: 2,890 shares; 2025Q3: 2,772 shares 2,772 $140K 0.09% -118 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 5,303 shares; 2025Q1: 4,128 shares; 2025Q2: 3,893 shares; 2025Q3: 3,917 shares 3,917 $139K 0.09% +24 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 6,884 shares; 2025Q1: 7,427 shares; 2025Q2: 5,996 shares; 2025Q3: 6,010 shares 6,010 $139K 0.09% +14 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,150 shares; 2025Q3: 1,134 shares 1,134 $138K 0.09% -16 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: 3,945 shares; 2024Q4: 3,485 shares; 2025Q1: 4,136 shares; 2025Q2: 4,005 shares; 2025Q3: 4,917 shares 4,917 $137K 0.09% +912 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 142 shares; 2025Q3: 367 shares 367 $136K 0.08% +225 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,015 shares; 2025Q1: 1,930 shares; 2025Q2: 2,185 shares; 2025Q3: 3,145 shares 3,145 $136K 0.08% +960 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: 6,481 shares; 2024Q4: 6,346 shares; 2025Q1: 6,417 shares; 2025Q2: 1,029 shares; 2025Q3: 1,178 shares 1,178 $135K 0.08% +149 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 510 shares; 2025Q1: 524 shares; 2025Q2: 678 shares; 2025Q3: 1,124 shares 1,124 $135K 0.08% +446 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: 125 shares; 2024Q4: 137 shares; 2025Q1: 118 shares; 2025Q2: 139 shares; 2025Q3: 169 shares 169 $135K 0.08% +30 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 492 shares; 2025Q1: 476 shares; 2025Q2: 495 shares; 2025Q3: 437 shares 437 $128K 0.08% -58 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: 1,376 shares; 2024Q4: 997 shares; 2025Q1: 1,370 shares; 2025Q2: 1,179 shares; 2025Q3: 1,193 shares 1,193 $127K 0.08% +14 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: 12,120 shares; 2024Q4: 3,867 shares; 2025Q1: 4,157 shares; 2025Q2: 4,762 shares; 2025Q3: 4,952 shares 4,952 $126K 0.08% +190 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 974 shares; 2025Q1: 1,009 shares; 2025Q2: 1,039 shares; 2025Q3: 965 shares 965 $125K 0.08% -74 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 763 shares; 2025Q1: 757 shares; 2025Q2: 764 shares; 2025Q3: 1,061 shares 1,061 $122K 0.08% +297 Timeline T ROWE PR BLUE CHIP GROW-I T ROWE PR BLUE CHIP GROW-I More: the full row for T ROWE PR BLUE CHIP GROW-I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 556 shares; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 556 shares 556 $121K 0.08% 0 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: 310 shares; 2024Q4: 289 shares; 2025Q1: 284 shares; 2025Q2: 288 shares; 2025Q3: 400 shares 400 $120K 0.07% +112 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: 1,775 shares; 2024Q4: 1,700 shares; 2025Q1: 1,720 shares; 2025Q2: 1,690 shares; 2025Q3: 1,545 shares 1,545 $120K 0.07% -145 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: 530 shares; 2024Q4: 339 shares; 2025Q1: 385 shares; 2025Q2: 430 shares; 2025Q3: 645 shares 645 $120K 0.07% +215 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,020 shares; 2025Q1: 724 shares; 2025Q2: 8,142 shares; 2025Q3: 1,188 shares 1,188 $119K 0.07% -6,954 Timeline SJNK 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: 2,105 shares; 2024Q4: 2,311 shares; 2025Q1: 2,281 shares; 2025Q2: 2,424 shares; 2025Q3: 4,640 shares 4,640 $119K 0.07% +2,216 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 2,590 shares 2,590 $117K 0.07% -130 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: 10,790 shares; 2024Q4: 9,040 shares; 2025Q1: 8,600 shares; 2025Q2: 8,450 shares; 2025Q3: 9,600 shares 9,600 $115K 0.07% +1,150 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: 2,315 shares; 2024Q4: 2,190 shares; 2025Q1: 2,135 shares; 2025Q2: 2,325 shares; 2025Q3: 2,235 shares 2,235 $113K 0.07% -90 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: 282 shares; 2024Q4: 279 shares; 2025Q1: 219 shares; 2025Q2: 222 shares; 2025Q3: 337 shares 337 $112K 0.07% +115 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 344 shares; 2025Q1: 347 shares; 2025Q2: 270 shares; 2025Q3: 395 shares 395 $110K 0.07% +125 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,435 shares 1,435 $108K 0.07% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,060 shares 1,060 $108K 0.07% +35 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares 1,431 $108K 0.07% new Timeline MTUM 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: 354 shares; 2024Q4: 379 shares; 2025Q1: 414 shares; 2025Q2: 703 shares; 2025Q3: 417 shares 417 $107K 0.07% -286 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: 533 shares; 2024Q4: 622 shares; 2025Q1: 516 shares; 2025Q2: 587 shares; 2025Q3: 804 shares 804 $106K 0.07% +217 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 1,724 shares 1,724 $103K 0.06% -385 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: 2,566 shares; 2024Q4: 1,348 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares 1,450 $103K 0.06% 0 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares 1,117 $102K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 82 shares; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 130 shares 130 $100K 0.06% +49 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 5,284 shares; 2025Q1: 5,242 shares; 2025Q2: 1,808 shares; 2025Q3: 1,680 shares 1,680 $100K 0.06% -128 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 327 shares; 2025Q1: 330 shares; 2025Q2: 332 shares; 2025Q3: 397 shares 397 $97.8K 0.06% +65 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 2,986 shares; 2025Q1: 3,054 shares; 2025Q2: 3,092 shares; 2025Q3: 5,042 shares 5,042 $97.1K 0.06% +1,950 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: 2,501 shares; 2024Q4: 2,051 shares; 2025Q1: 1,716 shares; 2025Q2: 991 shares; 2025Q3: 994 shares 994 $94.6K 0.06% +3 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 383 shares 383 $94.1K 0.06% +2 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,120 shares; 2025Q1: 1,140 shares; 2025Q2: 1,150 shares; 2025Q3: 1,110 shares 1,110 $92K 0.06% -40 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 112 shares; 2025Q1: 109 shares; 2025Q2: 581 shares; 2025Q3: 677 shares 677 $90.7K 0.06% +96 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: 375 shares; 2024Q4: 1,210 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,090 shares 1,090 $87.9K 0.05% -70 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: restricted; 2024Q3: not reported; 2024Q4: 936 shares; 2025Q1: 1,095 shares; 2025Q2: 1,317 shares; 2025Q3: 1,324 shares 1,324 $87.8K 0.05% +7 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: 562 shares; 2024Q4: 439 shares; 2025Q1: 334 shares; 2025Q2: 339 shares; 2025Q3: 1,351 shares 1,351 $86.9K 0.05% +1,012 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 137 shares; 2025Q3: 205 shares 205 $86.6K 0.05% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 456 shares 456 $86.2K 0.05% +150 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: 115 shares; 2024Q4: 56 shares; 2025Q1: 249 shares; 2025Q2: 398 shares; 2025Q3: 1,119 shares 1,119 $85.8K 0.05% +721 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 742 shares; 2025Q1: 739 shares; 2025Q2: 592 shares; 2025Q3: 905 shares 905 $85.8K 0.05% +313 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,219 shares 1,219 $85K 0.05% +120 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 1,187 shares; 2025Q2: 1,205 shares; 2025Q3: 1,988 shares 1,988 $83.4K 0.05% +783 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: 995 shares; 2024Q4: 974 shares; 2025Q1: 654 shares; 2025Q2: 663 shares; 2025Q3: 982 shares 982 $82.3K 0.05% +319 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 476 shares; 2025Q3: 407 shares 407 $82K 0.05% -69 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 465 shares; 2025Q3: 479 shares 479 $81.6K 0.05% +14 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 281 shares 281 $81K 0.05% +163 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 178 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $80.6K 0.05% 0 Timeline Columbia Total Return Muncp… Columbia Total Return Muncpl Inc A More: the full row for Columbia Total Return Muncpl Inc A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,095 shares; 2024Q4: 6,637 shares; 2025Q1: 6,697 shares; 2025Q2: 6,761 shares; 2025Q3: 6,827 shares 6,827 $79.7K 0.05% +66 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: 1,431 shares; 2024Q4: 969 shares; 2025Q1: 708 shares; 2025Q2: 893 shares; 2025Q3: 948 shares 948 $79.5K 0.05% +55 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 1,839 shares; 2025Q1: 1,879 shares; 2025Q2: 2,124 shares; 2025Q3: 2,304 shares 2,304 $79.2K 0.05% +180 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 132 shares; 2025Q1: 143 shares; 2025Q2: 190 shares; 2025Q3: 233 shares 233 $79.1K 0.05% +43 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 982 shares 982 $78.5K 0.05% +519 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 314 shares; 2025Q1: 319 shares; 2025Q2: 447 shares; 2025Q3: 607 shares 607 $77.8K 0.05% +160 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: 2,350 shares; 2024Q4: 2,270 shares; 2025Q1: 2,135 shares; 2025Q2: 2,460 shares; 2025Q3: 2,827 shares 2,827 $77K 0.05% +367 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 55 shares; 2025Q2: 115 shares; 2025Q3: 161 shares 161 $76.8K 0.05% +46 Timeline Nuveen Core Impact Bond R6 Nuveen Core Impact Bond R6 More: the full row for Nuveen Core Impact Bond R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,739 shares; 2024Q4: 8,724 shares; 2025Q1: 8,820 shares; 2025Q2: 8,915 shares; 2025Q3: 8,022 shares 8,022 $73.1K 0.05% -893 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: 1,026 shares; 2024Q4: 1,849 shares; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 694 shares 694 $72.5K 0.04% +34 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 769 shares; 2025Q1: 780 shares; 2025Q2: 473 shares; 2025Q3: 1,598 shares 1,598 $71.1K 0.04% +1,125 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: 946 shares; 2024Q4: 634 shares; 2025Q1: 963 shares; 2025Q2: 1,373 shares; 2025Q3: 586 shares 586 $70.9K 0.04% -787 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,695 shares; 2025Q1: 1,745 shares; 2025Q2: 1,695 shares; 2025Q3: 1,549 shares 1,549 $70.8K 0.04% -146 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 175 shares 175 $70.8K 0.04% -10 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: 320 shares 320 $70.3K 0.04% +125 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares 494 $70.2K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 2,004 shares; 2025Q1: 2,019 shares; 2025Q2: 228 shares; 2025Q3: 248 shares 248 $70K 0.04% +20 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 355 shares 355 $69.4K 0.04% +71 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 121 shares; 2025Q1: 126 shares; 2025Q2: 116 shares; 2025Q3: 188 shares 188 $68.5K 0.04% +72 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 2,074 shares; 2025Q1: 2,141 shares; 2025Q2: 1,339 shares; 2025Q3: 1,449 shares 1,449 $68.1K 0.04% +110 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 389 shares; 2025Q3: 1,623 shares 1,623 $68K 0.04% +1,234 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 860 shares; 2025Q1: 853 shares; 2025Q2: 842 shares; 2025Q3: 718 shares 718 $67.3K 0.04% -124 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 164 shares; 2025Q3: 216 shares 216 $66.9K 0.04% +52 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares 822 $66.3K 0.04% new Timeline RWX 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: 4,001 shares; 2024Q4: 4,221 shares; 2025Q1: 3,065 shares; 2025Q2: 14,577 shares; 2025Q3: 2,380 shares 2,380 $66.2K 0.04% -12,197 Timeline PARNASSUS CORE EQUITY INSTI… PARNASSUS CORE EQUITY INSTITUTION… More: the full row for PARNASSUS CORE EQUITY INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,179 shares; 2025Q1: 1,158 shares; 2025Q2: 1,145 shares; 2025Q3: 1,004 shares 1,004 $65.8K 0.04% -141 SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,037 shares; 2025Q3: 6,220 shares 6,220 $65.2K 0.04% +3,183 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: 1,476 shares; 2024Q4: 1,490 shares; 2025Q1: 1,466 shares; 2025Q2: 1,345 shares; 2025Q3: 1,285 shares 1,285 $65K 0.04% -60 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,100 shares; 2025Q1: 1,200 shares; 2025Q2: 1,190 shares; 2025Q3: 1,115 shares 1,115 $63.5K 0.04% -75 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 119 shares; 2025Q1: 192 shares; 2025Q2: 94 shares; 2025Q3: 256 shares 256 $63.1K 0.04% +162 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 43 shares; 2025Q2: 37 shares; 2025Q3: 53 shares 53 $61.8K 0.04% +16 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares 437 $61.2K 0.04% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 3,496 shares; 2025Q1: 3,545 shares; 2025Q2: 3,577 shares; 2025Q3: 3,631 shares 3,631 $60.8K 0.04% +54 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 969 shares; 2025Q1: 945 shares; 2025Q2: 975 shares; 2025Q3: 121 shares 121 $58.9K 0.04% -854 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 306 shares; 2025Q1: 316 shares; 2025Q2: 194 shares; 2025Q3: 397 shares 397 $58.5K 0.04% +203 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 107 shares; 2025Q3: 329 shares 329 $58.3K 0.04% +222 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 177 shares; 2025Q3: 263 shares 263 $58.1K 0.04% +86 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: 628 shares; 2024Q4: 355 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285 $58K 0.04% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 403 shares; 2025Q1: 481 shares; 2025Q2: 486 shares; 2025Q3: 798 shares 798 $58K 0.04% +312 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 445 shares; 2025Q1: 365 shares; 2025Q2: 324 shares; 2025Q3: 484 shares 484 $57.3K 0.04% +160 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 932 shares; 2025Q1: 740 shares; 2025Q2: 654 shares; 2025Q3: 680 shares 680 $57.2K 0.04% +26 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 480 shares 480 $57K 0.04% +263 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: 92 shares; 2024Q4: 46 shares; 2025Q1: 41 shares; 2025Q2: 671 shares; 2025Q3: 937 shares 937 $55.9K 0.03% +266 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,792 shares; 2025Q3: 2,943 shares 2,943 $55.7K 0.03% +1,151 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 77 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 286 shares 286 $54.7K 0.03% +164 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: 633 shares; 2024Q4: 621 shares; 2025Q1: 612 shares; 2025Q2: 447 shares; 2025Q3: 486 shares 486 $54.3K 0.03% +39 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: not reported; 2025Q3: 1,525 shares 1,525 $53.8K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 163 shares 163 $53.6K 0.03% +50 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares 178 $53.5K 0.03% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 187 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 292 shares 292 $50.4K 0.03% +110 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 60 shares; 2025Q1: 171 shares; 2025Q2: 174 shares; 2025Q3: 262 shares 262 $49.2K 0.03% +88 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: 745 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 387 shares 387 $49.1K 0.03% +7 Timeline IWY 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: 384 shares; 2024Q4: 422 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares 179 $49K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: 139 shares; 2025Q3: 196 shares 196 $48.4K 0.03% +57 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 455 shares; 2025Q1: 555 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660 $48.4K 0.03% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214 $48.3K 0.03% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 220 shares; 2025Q1: 100 shares; 2025Q2: 199 shares; 2025Q3: 329 shares 329 $47.6K 0.03% +130 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 240 shares 240 $47.6K 0.03% +61 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249 shares 249 $46.6K 0.03% new Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 1,569 shares 1,569 $45.4K 0.03% +980 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 261 shares; 2025Q2: 189 shares; 2025Q3: 254 shares 254 $45.4K 0.03% +65 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 193 shares 193 $45.4K 0.03% +64 Timeline BGRN 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: 1,548 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 941 shares 941 $45.3K 0.03% +156 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 122 shares; 2025Q2: 122 shares; 2025Q3: 321 shares 321 $44.1K 0.03% +199 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 835 shares; 2025Q1: 855 shares; 2025Q2: 830 shares; 2025Q3: 780 shares 780 $44K 0.03% -50 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 295 shares; 2025Q1: 293 shares; 2025Q2: 257 shares; 2025Q3: 180 shares 180 $43.8K 0.03% -77 Timeline INVESTMENT CO AMER CL F-2 S… INVESTMENT CO AMER CL F-2 SHS More: the full row for INVESTMENT CO AMER CL F-2 SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 600 shares; 2025Q1: 602 shares; 2025Q2: 679 shares; 2025Q3: 653 shares 653 $43.6K 0.03% -26 ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 299 shares 299 $43.5K 0.03% +17 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares 304 $43.3K 0.03% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 760 shares; 2025Q1: 800 shares; 2025Q2: 875 shares; 2025Q3: 815 shares 815 $43K 0.03% -60 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 120 shares; 2025Q1: 123 shares; 2025Q2: 125 shares; 2025Q3: 204 shares 204 $42.2K 0.03% +79 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $42.1K 0.03% 0 Timeline PARNASSUS MID CAP INSTITUTI… PARNASSUS MID CAP INSTITUTIONAL More: the full row for PARNASSUS MID CAP INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 955 shares; 2025Q3: 989 shares 989 $41.6K 0.03% +34 WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 104 shares; 2025Q1: 71 shares; 2025Q2: 178 shares; 2025Q3: 312 shares 312 $41.3K 0.03% +134 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 74 shares; 2025Q2: 102 shares; 2025Q3: 277 shares 277 $41.3K 0.03% +175 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: 320 shares; 2024Q4: 550 shares; 2025Q1: 560 shares; 2025Q2: 550 shares; 2025Q3: 510 shares 510 $38.6K 0.02% -40 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 244 shares 244 $38K 0.02% +140 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: restricted; 2024Q3: 398 shares; 2024Q4: 265 shares; 2025Q1: 253 shares; 2025Q2: 256 shares; 2025Q3: 418 shares 418 $37.9K 0.02% +162 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 113 shares; 2025Q3: 210 shares 210 $37.2K 0.02% +97 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 200 shares; 2025Q1: 618 shares; 2025Q2: 468 shares; 2025Q3: 618 shares 618 $36.6K 0.02% +150 LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 233 shares; 2025Q1: 237 shares; 2025Q2: 201 shares; 2025Q3: 329 shares 329 $36.1K 0.02% +128 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 154 shares; 2025Q1: 152 shares; 2025Q2: 91 shares; 2025Q3: 144 shares 144 $35.9K 0.02% +53 Timeline Franklin MA Tax-Free Income… Franklin MA Tax-Free Income A1 More: the full row for Franklin MA Tax-Free Income A1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 3,347 shares; 2025Q1: 3,371 shares; 2025Q2: 3,398 shares; 2025Q3: 3,425 shares 3,425 $35.7K 0.02% +27 NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 33 shares; 2025Q3: 38 shares 38 $35K 0.02% +5 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 30 shares; 2025Q3: 51 shares 51 $34.8K 0.02% +21 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 69 shares; 2025Q1: 80 shares; 2025Q2: 45 shares; 2025Q3: 100 shares 100 $34.4K 0.02% +55 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 120 shares; 2025Q2: 191 shares; 2025Q3: 360 shares 360 $33.3K 0.02% +169 Timeline Capital World Growth Income… Capital World Growth Income Fu More: the full row for Capital World Growth Income Fu Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 441 shares; 2025Q3: 442 shares 442 $33.2K 0.02% +1 NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: 216 shares 216 $32.8K 0.02% -30 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 82 shares; 2025Q3: 133 shares 133 $32.7K 0.02% +51 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 85 shares; 2025Q2: 92 shares; 2025Q3: 222 shares 222 $32.3K 0.02% +130 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS 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: 75 shares; 2025Q2: 156 shares; 2025Q3: 348 shares 348 $31.8K 0.02% +192 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $31.7K 0.02% 0 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 602 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 836 shares 836 $31.5K 0.02% +522 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares 463 $31.3K 0.02% 0 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: 260 shares; 2024Q4: 300 shares; 2025Q1: 297 shares; 2025Q2: 226 shares; 2025Q3: 424 shares 424 $31.1K 0.02% +198 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 415 shares; 2025Q1: 394 shares; 2025Q2: 504 shares; 2025Q3: 421 shares 421 $31K 0.02% -83 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 482 shares 482 $30.1K 0.02% +282 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,465 shares; 2025Q1: 1,160 shares; 2025Q2: 974 shares; 2025Q3: 1,012 shares 1,012 $30K 0.02% +38 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 370 shares; 2025Q1: 376 shares; 2025Q2: 429 shares; 2025Q3: 704 shares 704 $29.4K 0.02% +275 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 315 shares; 2025Q1: 233 shares; 2025Q2: 398 shares; 2025Q3: 743 shares 743 $29.4K 0.02% +345 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 225 shares 225 $29.2K 0.02% +215 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 117 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 195 shares 195 $28.6K 0.02% +79 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233 shares; 2025Q2: 326 shares; 2025Q3: 816 shares 816 $28.2K 0.02% +490 Timeline PIMCO Low Duration ESG Inst… PIMCO Low Duration ESG Institutio… More: the full row for PIMCO Low Duration ESG Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 2,804 shares; 2025Q1: 2,829 shares; 2025Q2: 2,854 shares; 2025Q3: 3,034 shares 3,034 $28K 0.02% +180 PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 916 shares; 2025Q1: 150 shares; 2025Q2: 151 shares; 2025Q3: 249 shares 249 $27.6K 0.02% +98 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: 1,111 shares; 2024Q4: 1,213 shares; 2025Q1: 1,071 shares; 2025Q2: 550 shares; 2025Q3: 262 shares 262 $27K 0.02% -288 Timeline CCM Community Impact Bond I… CCM Community Impact Bond Institu… More: the full row for CCM Community Impact Bond Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 3,309 shares; 2025Q1: 3,338 shares; 2025Q2: 3,368 shares; 2025Q3: 2,797 shares 2,797 $26.9K 0.02% -571 ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $26.8K 0.02% 0 Timeline Impax International Sust Ec… Impax International Sust Econ Ins… More: the full row for Impax International Sust Econ Instl Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 2,814 shares; 2025Q1: 2,765 shares; 2025Q2: 2,629 shares; 2025Q3: 2,151 shares 2,151 $26.5K 0.02% -478 WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 3,780 shares; 2025Q1: 4,290 shares; 2025Q2: 4,410 shares; 2025Q3: 2,895 shares 2,895 $26.5K 0.02% -1,515 Timeline Hartford Schroders Internat… Hartford Schroders International … More: the full row for Hartford Schroders International Stk I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 1,662 shares; 2025Q1: 1,629 shares; 2025Q2: 1,541 shares; 2025Q3: 1,218 shares 1,218 $26.4K 0.02% -323 LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $26K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 60 shares; 2025Q3: 80 shares 80 $25.9K 0.02% +20 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 330 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 763 shares 763 $25.8K 0.02% +435 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR 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: 70 shares; 2025Q2: 70 shares; 2025Q3: 217 shares 217 $25.3K 0.02% +147 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 1,295 shares 1,295 $25.2K 0.02% +994 Timeline RBC Emerging Markets Equity… RBC Emerging Markets Equity I More: the full row for RBC Emerging Markets Equity I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,890 shares; 2025Q3: 1,508 shares 1,508 $24.9K 0.02% -382 SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,557 shares; 2025Q1: 1,280 shares; 2025Q2: 1,056 shares; 2025Q3: 1,106 shares 1,106 $24.8K 0.02% +50 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $24.8K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 599 shares 599 $24.7K 0.02% +292 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: 275 shares; 2024Q4: 102 shares; 2025Q1: 71 shares; 2025Q2: 84 shares; 2025Q3: 119 shares 119 $24.4K 0.02% +35 Timeline FIVN FIVE9 INC More: the full row for FIVE9 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: 325 shares; 2025Q2: 325 shares; 2025Q3: 982 shares 982 $23.8K 0.01% +657 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares 1,473 $23.7K 0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 2,086 shares; 2025Q1: 2,062 shares; 2025Q2: 257 shares; 2025Q3: 940 shares 940 $23.7K 0.01% +683 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 190 shares 190 $23.6K 0.01% -10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107 shares 107 $23.1K 0.01% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,430 shares; 2025Q1: 1,390 shares; 2025Q2: 989 shares; 2025Q3: 1,000 shares 1,000 $23K 0.01% +11 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 172 shares 172 $22.7K 0.01% +38 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 650 shares 650 $21.8K 0.01% +250 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 769 shares 769 $21.8K 0.01% +531 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU 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: 209 shares; 2025Q2: 267 shares; 2025Q3: 612 shares 612 $21.7K 0.01% +345 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 17 shares; 2025Q3: 43 shares 43 $21.4K 0.01% +26 Timeline AMERICAN WASHINGTON MUTUAL … AMERICAN WASHINGTON MUTUAL INVEST… More: the full row for AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 317 shares; 2025Q3: 318 shares 318 $21.3K 0.01% +1 AMERICAN BALANCED FUND CLAS… AMERICAN BALANCED FUND CLASS F2 More: the full row for AMERICAN BALANCED FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 504 shares; 2025Q1: 506 shares; 2025Q2: 543 shares; 2025Q3: 545 shares 545 $21K 0.01% +2 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: 91 shares; 2024Q4: 60 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 32 shares 32 $20.8K 0.01% -17 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 283 shares; 2025Q1: 179 shares; 2025Q2: 153 shares; 2025Q3: 159 shares 159 $20.5K 0.01% +6 Timeline AMERICAN CAPITAL INCOME BUI… AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 247 shares; 2025Q1: 249 shares; 2025Q2: 255 shares; 2025Q3: 257 shares 257 $20.3K 0.01% +2 FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,690 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares 895 $20.2K 0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 41 shares; 2025Q2: 82 shares; 2025Q3: 152 shares 152 $20.1K 0.01% +70 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 102 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 159 shares 159 $20.1K 0.01% +87 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 163 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 184 shares 184 $20K 0.01% +107 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 586 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 1,065 shares 1,065 $19.9K 0.01% +484 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 202 shares 202 $19.7K 0.01% +95 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,135 shares; 2025Q2: not reported; 2025Q3: 180 shares 180 $19.6K 0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 38 shares; 2025Q2: 38 shares; 2025Q3: 70 shares 70 $19.5K 0.01% +32 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: not reported; 2024Q4: 842 shares; 2025Q1: 838 shares; 2025Q2: 330 shares; 2025Q3: 430 shares 430 $19.4K 0.01% +100 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 308 shares; 2025Q2: 308 shares; 2025Q3: 573 shares 573 $19.1K 0.01% +265 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 95 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $18.9K 0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 56 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 101 shares 101 $18.6K 0.01% +46 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 526 shares; 2025Q2: 526 shares; 2025Q3: 1,577 shares 1,577 $18.6K 0.01% +1,051 Timeline AMERICAN SMALL-CAP WORLD FU… AMERICAN SMALL-CAP WORLD FUND CLA… More: the full row for AMERICAN SMALL-CAP WORLD FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 231 shares; 2025Q3: 231 shares 231 $17.9K 0.01% 0 BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 226 shares 226 $17.6K 0.01% +103 Timeline VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 308 shares; 2025Q1: 305 shares; 2025Q2: 465 shares; 2025Q3: 866 shares 866 $17.5K 0.01% +401 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: 395 shares; 2024Q4: 270 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $17.3K 0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 609 shares 609 $17.2K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 92 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 175 shares 175 $17.1K 0.01% +61 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares 835 $17K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 220 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $17K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 80 shares; 2025Q3: 150 shares 150 $17K 0.01% +70 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares 331 $17K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 34 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 31 shares 31 $16.8K 0.01% +5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $16.8K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 72 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $16.6K 0.01% 0 Timeline AMERICAN GROWTH FUND OF AME… AMERICAN GROWTH FUND OF AMERICA C… More: the full row for AMERICAN GROWTH FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 187 shares; 2025Q3: 187 shares 187 $16.4K 0.01% 0 MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 98 shares 98 $16.4K 0.01% +89 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611 shares 611 $16.3K 0.01% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 227 shares 227 $16.2K 0.01% new Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares 813 $16K 0.01% new Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT 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: 150 shares 150 $15.9K 0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83 $15.7K 0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 191 shares; 2025Q1: 92 shares; 2025Q2: 180 shares; 2025Q3: 185 shares 185 $15.7K 0.01% +5 Timeline Invesco Floating Rate ESG Y Invesco Floating Rate ESG Y More: the full row for Invesco Floating Rate ESG Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 1,660 shares; 2025Q1: 1,698 shares; 2025Q2: 1,732 shares; 2025Q3: 2,387 shares 2,387 $15.7K 0.01% +655 FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares 302 $15.7K 0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 495 shares; 2025Q3: 465 shares 465 $15.6K 0.01% -30 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 222 shares 222 $15.5K 0.01% +102 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: 35 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 123 shares; 2025Q3: 88 shares 88 $14.6K 0.01% -35 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 35 shares; 2025Q3: 59 shares 59 $13.9K 0.01% +24 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 40 shares; 2025Q3: 30 shares 30 $13.7K 0.01% -10 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 205 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 257 shares 257 $13.7K 0.01% +118 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: 9 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 63 shares; 2025Q3: 64 shares 64 $13.5K 0.01% +1 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 162 shares; 2025Q2: 162 shares; 2025Q3: 366 shares 366 $13.5K 0.01% +204 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 116 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 211 shares 211 $13.3K 0.01% +44 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: not reported; 2025Q1: 20,067 shares; 2025Q2: 21,695 shares; 2025Q3: 439 shares 439 $13.1K 0.01% -21,256 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares 85 $12.8K 0.01% new Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares 461 $12.8K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 61 shares 61 $12.5K 0.01% +11 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 596 shares; 2025Q1: 597 shares; 2025Q2: 246 shares; 2025Q3: 246 shares 246 $12.4K 0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 287 shares; 2025Q1: 284 shares; 2025Q2: 47 shares; 2025Q3: 57 shares 57 $12.3K 0.01% +10 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 42 shares; 2025Q3: 68 shares 68 $12.3K 0.01% +26 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $12.1K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares 172 $12K 0.01% new Timeline GVI 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: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $11.8K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares 15 $11.7K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160 shares 160 $11.7K 0.01% new Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $11.6K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 47 shares 47 $11.5K 0.01% +8 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 85 shares 85 $11.2K 0.01% +72 Timeline Impax Small Cap Institution… Impax Small Cap Institutional More: the full row for Impax Small Cap Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 908 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 580 shares 580 $11.1K 0.01% -298 DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 250 shares; 2025Q3: 140 shares 140 $10.9K 0.01% -110 Timeline AMERICAN GLOBAL INSIGHT FUN… AMERICAN GLOBAL INSIGHT FUND CLAS… More: the full row for AMERICAN GLOBAL INSIGHT FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 391 shares; 2025Q3: 391 shares 391 $10.9K 0.01% 0 Nuveen Large Cap Responsibl… Nuveen Large Cap Responsible Eq A More: the full row for Nuveen Large Cap Responsible Eq A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $10.7K 0.01% 0 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: 1,076 shares; 2024Q4: 1,027 shares; 2025Q1: 1,013 shares; 2025Q2: 341 shares; 2025Q3: 325 shares 325 $10.2K 0.01% -16 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares 24 $10.2K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 54 shares; 2025Q3: 59 shares 59 $10.1K 0.01% +5 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: 99 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 149 shares 149 $9.99K 0.01% +25 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares 505 $9.86K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 16 shares 16 $9.84K 0.01% +13 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 133 shares 133 $9.59K 0.01% +22 Timeline American Funds Multi-Sector… American Funds Multi-Sector Incom… More: the full row for American Funds Multi-Sector Income F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 896 shares; 2025Q1: 910 shares; 2025Q2: 990 shares; 2025Q3: 1,006 shares 1,006 $9.59K 0.01% +16 RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 39 shares; 2025Q2: 25 shares; 2025Q3: 30 shares 30 $9.41K 0.01% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares 108 $9.34K 0.01% new Timeline AMERICAN BOND FUND OF AMERI… AMERICAN BOND FUND OF AMERICA CLA… More: the full row for AMERICAN BOND FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 722 shares; 2025Q1: 730 shares; 2025Q2: 806 shares; 2025Q3: 814 shares 814 $9.33K 0.01% +8 NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares 215 $9.15K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 90 shares 90 $9.12K 0.01% new Timeline AMERICAN FUNDS STRATEGIC BO… AMERICAN FUNDS STRATEGIC BOND FUN… More: the full row for AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 902 shares; 2025Q1: 910 shares; 2025Q2: 952 shares; 2025Q3: 961 shares 961 $9K 0.01% +9 HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 470 shares; 2025Q3: 365 shares 365 $8.98K 0.01% -105 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 67 shares 67 $8.93K 0.01% +61 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares 2 $8.58K 0.01% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 258 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 294 shares 294 $8.14K 0.01% +49 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 77 shares 77 $7.94K <0.01% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 908 shares; 2025Q1: 1,276 shares; 2025Q2: 784 shares; 2025Q3: 409 shares 409 $7.91K <0.01% -375 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 100 shares; 2025Q1: 99 shares; 2025Q2: 98 shares; 2025Q3: 152 shares 152 $7.7K <0.01% +54 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares 840 $7.53K <0.01% 0 Timeline BURCA BURNHAM HOLDINGS INC CL-A More: the full row for BURNHAM HOLDINGS INC CL-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $7.42K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: not reported; 2025Q1: 10,573 shares; 2025Q2: 150 shares; 2025Q3: 83 shares 83 $7.42K <0.01% -67 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK 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: 51 shares 51 $7.3K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares 44 $6.91K <0.01% 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: 210 shares; 2024Q4: 169 shares; 2025Q1: 173 shares; 2025Q2: 175 shares; 2025Q3: 37 shares 37 $6.8K <0.01% -138 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $6.79K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares 42 $6.52K <0.01% new Timeline SPHY 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: 541 shares; 2024Q4: 470 shares; 2025Q1: 386 shares; 2025Q2: 246 shares; 2025Q3: 258 shares 258 $6.18K <0.01% +12 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: 205 shares; 2024Q4: 100 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $6K <0.01% 0 Timeline PGX 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: 1,000 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $5.8K <0.01% 0 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares 595 $5.74K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 20 shares 20 $5.48K <0.01% +15 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $5.4K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 35 shares; 2025Q2: 75 shares; 2025Q3: 40 shares 40 $5.39K <0.01% -35 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: not reported; 2025Q3: 15 shares 15 $5.12K <0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 299 shares; 2025Q1: 227 shares; 2025Q2: 176 shares; 2025Q3: 211 shares 211 $4.99K <0.01% +35 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares 27 $4.81K <0.01% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 530 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares 410 $4.17K <0.01% 0 Timeline Impax International Sust Ec… Impax International Sust Econ Inv More: the full row for Impax International Sust Econ Inv Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 315 shares; 2025Q3: 315 shares 315 $3.97K <0.01% 0 CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares 399 $3.78K <0.01% 0 Timeline CCM Community Impact Bond R… CCM Community Impact Bond Retail More: the full row for CCM Community Impact Bond Retail Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 364 shares; 2025Q1: 367 shares; 2025Q2: 360 shares; 2025Q3: 363 shares 363 $3.48K <0.01% +3 SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares 10 $3.46K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 125 shares; 2025Q3: 100 shares 100 $3.45K <0.01% -25 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares 50 $3.37K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares 40 $3.02K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares 12 $2.35K <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares 61 $1.83K <0.01% 0 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: 132 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares 66 $1.72K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 229 shares; 2025Q3: 10 shares 10 $1.2K <0.01% -219 Timeline Nuveen Green Bond R6 Nuveen Green Bond R6 More: the full row for Nuveen Green Bond R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 122 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 126 shares 126 $1.17K <0.01% +1 IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 229 shares; 2025Q1: 228 shares; 2025Q2: 371 shares; 2025Q3: 20 shares 20 $1.06K <0.01% -351 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 119 shares; 2025Q1: 132 shares; 2025Q2: 131 shares; 2025Q3: 11 shares 11 $1.06K <0.01% -120 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: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares 18 $958 <0.01% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 33 shares; 2025Q1: 30 shares; 2025Q2: 22 shares; 2025Q3: 19 shares 19 $909 <0.01% -3 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $890 <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares 3 $818 <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,017 shares; 2025Q1: 2,013 shares; 2025Q2: 186 shares; 2025Q3: 12 shares 12 $666 <0.01% -174 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares 7 $592 <0.01% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 16 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 6 shares 6 $561 <0.01% -10 Timeline Impax Small Cap Investor Impax Small Cap Investor More: the full row for Impax Small Cap Investor Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $555 <0.01% 0 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: restricted; 2024Q3: 66 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $536 <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares 2 $522 <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares 5 $482 <0.01% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares 8 $416 <0.01% new Timeline