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: 58,064 shares; 2024Q4: 57,622 shares; 2025Q1: 54,413 shares; 2025Q2: 52,602 shares; 2025Q3: 52,428 shares 52,428 $26.4M 7.21% -174 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: 41,868 shares; 2024Q4: 41,694 shares; 2025Q1: 41,501 shares; 2025Q2: 39,907 shares; 2025Q3: 38,678 shares 38,678 $20M 5.48% -1,229 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: 72,964 shares; 2024Q4: 71,861 shares; 2025Q1: 67,758 shares; 2025Q2: 68,699 shares; 2025Q3: 67,191 shares 67,191 $17.1M 4.68% -1,508 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: 59,244 shares; 2024Q4: 57,329 shares; 2025Q1: 55,355 shares; 2025Q2: 55,109 shares; 2025Q3: 54,070 shares 54,070 $13.2M 3.6% -1,039 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: 209,357 shares; 2024Q4: 210,491 shares; 2025Q1: 211,606 shares; 2025Q2: 226,793 shares; 2025Q3: 226,463 shares 226,463 $11.5M 3.13% -330 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: 57,973 shares; 2024Q4: 58,216 shares; 2025Q1: 56,557 shares; 2025Q2: 56,831 shares; 2025Q3: 55,234 shares 55,234 $10.2M 2.8% -1,597 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: 29,256 shares; 2024Q4: 29,636 shares; 2025Q1: 28,202 shares; 2025Q2: 28,609 shares; 2025Q3: 28,455 shares 28,455 $9.34M 2.55% -154 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: 39,286 shares; 2024Q4: 37,166 shares; 2025Q1: 36,500 shares; 2025Q2: 37,605 shares; 2025Q3: 37,154 shares 37,154 $9.03M 2.47% -451 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: 218,123 shares; 2024Q4: 205,793 shares; 2025Q1: 205,329 shares; 2025Q2: 169,097 shares; 2025Q3: 148,864 shares 148,864 $7.45M 2.04% -20,233 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: 58,017 shares; 2024Q4: 56,906 shares; 2025Q1: 52,591 shares; 2025Q2: 52,908 shares; 2025Q3: 54,208 shares 54,208 $7.26M 1.99% +1,300 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: 30,442 shares; 2024Q4: 29,890 shares; 2025Q1: 28,906 shares; 2025Q2: 30,477 shares; 2025Q3: 30,503 shares 30,503 $7.06M 1.93% +26 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: 26,054 shares; 2024Q4: 24,899 shares; 2025Q1: 25,773 shares; 2025Q2: 25,775 shares; 2025Q3: 25,465 shares 25,465 $5.59M 1.53% -310 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 14,946 shares; 2025Q1: 14,597 shares; 2025Q2: 14,454 shares; 2025Q3: 14,238 shares 14,238 $5.26M 1.44% -216 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,966 shares; 2024Q4: 147,730 shares; 2025Q1: 141,400 shares; 2025Q2: 140,415 shares; 2025Q3: 136,970 shares 136,970 $5.03M 1.37% -3,445 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: 26,841 shares; 2024Q4: 26,715 shares; 2025Q1: 27,186 shares; 2025Q2: 26,335 shares; 2025Q3: 26,560 shares 26,560 $4.96M 1.35% +225 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: 31,967 shares; 2024Q4: 31,254 shares; 2025Q1: 30,987 shares; 2025Q2: 33,104 shares; 2025Q3: 33,136 shares 33,136 $4.65M 1.27% +32 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $4.53M 1.24% 0 Timeline MOAT 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: 38,480 shares; 2024Q4: 41,043 shares; 2025Q1: 43,746 shares; 2025Q2: 45,889 shares; 2025Q3: 45,091 shares 45,091 $4.47M 1.22% -798 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,026 shares; 2024Q4: 27,957 shares; 2025Q1: 26,962 shares; 2025Q2: 24,452 shares; 2025Q3: 24,068 shares 24,068 $4.03M 1.1% -384 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: 70,630 shares; 2024Q4: 66,102 shares; 2025Q1: 62,554 shares; 2025Q2: 58,330 shares; 2025Q3: 57,059 shares 57,059 $3.9M 1.07% -1,271 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: 9,126 shares; 2024Q4: 8,129 shares; 2025Q1: 6,017 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares 5,816 $3.87M 1.06% 0 Timeline VPL 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: 45,098 shares; 2024Q4: 44,026 shares; 2025Q1: 42,462 shares; 2025Q2: 42,191 shares; 2025Q3: 41,857 shares 41,857 $3.68M 1.01% -334 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: 42,149 shares; 2024Q4: 40,189 shares; 2025Q1: 36,500 shares; 2025Q2: 36,950 shares; 2025Q3: 35,628 shares 35,628 $3.67M 1% -1,322 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: 11,777 shares; 2024Q4: 11,627 shares; 2025Q1: 11,643 shares; 2025Q2: 11,439 shares; 2025Q3: 11,189 shares 11,189 $3.36M 0.92% -250 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: 13,860 shares; 2024Q4: 13,820 shares; 2025Q1: 13,315 shares; 2025Q2: 13,170 shares; 2025Q3: 12,735 shares 12,735 $3.32M 0.91% -435 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: 32,412 shares; 2025Q1: 31,032 shares; 2025Q2: 30,032 shares; 2025Q3: 22,154 shares 22,154 $3.23M 0.88% -7,878 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,928 shares; 2024Q4: 27,366 shares; 2025Q1: 27,041 shares; 2025Q2: 26,736 shares; 2025Q3: 26,226 shares 26,226 $3.22M 0.88% -510 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: 3,482 shares; 2024Q4: 3,486 shares; 2025Q1: 4,868 shares; 2025Q2: 5,073 shares; 2025Q3: 5,062 shares 5,062 $3.1M 0.85% -11 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,917 shares; 2024Q4: 97,205 shares; 2025Q1: 116,382 shares; 2025Q2: 139,235 shares; 2025Q3: 138,550 shares 138,550 $3.09M 0.84% -685 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: 12,401 shares; 2024Q4: 14,887 shares; 2025Q1: 12,296 shares; 2025Q2: 12,311 shares; 2025Q3: 14,767 shares 14,767 $3.08M 0.84% +2,456 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,381 shares; 2025Q1: 3,965 shares; 2025Q2: 3,963 shares; 2025Q3: 3,912 shares 3,912 $2.87M 0.79% -51 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: 23,806 shares; 2024Q4: 23,726 shares; 2025Q1: 24,094 shares; 2025Q2: 24,323 shares; 2025Q3: 23,857 shares 23,857 $2.69M 0.74% -466 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: 10,353 shares; 2024Q4: 9,902 shares; 2025Q1: 9,780 shares; 2025Q2: 9,700 shares; 2025Q3: 9,515 shares 9,515 $2.68M 0.73% -185 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: 19,086 shares; 2024Q4: 19,065 shares; 2025Q1: 18,922 shares; 2025Q2: 18,887 shares; 2025Q3: 18,786 shares 18,786 $2.59M 0.71% -101 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 11,863 shares; 2025Q1: 11,638 shares; 2025Q2: 11,558 shares; 2025Q3: 11,523 shares 11,523 $2.49M 0.68% -35 Timeline VIGI 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: 22,032 shares; 2024Q4: 23,331 shares; 2025Q1: 26,965 shares; 2025Q2: 27,531 shares; 2025Q3: 27,326 shares 27,326 $2.45M 0.67% -205 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,495 shares; 2024Q4: 60,606 shares; 2025Q1: 62,818 shares; 2025Q2: 77,716 shares; 2025Q3: 75,823 shares 75,823 $2.41M 0.66% -1,893 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: 5,481 shares; 2024Q4: 5,386 shares; 2025Q1: 5,281 shares; 2025Q2: 5,251 shares; 2025Q3: 5,026 shares 5,026 $2.39M 0.65% -225 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 14,439 shares; 2025Q1: 13,719 shares; 2025Q2: 12,257 shares; 2025Q3: 12,135 shares 12,135 $2.31M 0.63% -122 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,285 shares; 2024Q4: 29,535 shares; 2025Q1: 29,405 shares; 2025Q2: 29,267 shares; 2025Q3: 28,507 shares 28,507 $2.28M 0.62% -760 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,020 shares; 2025Q1: 1,762 shares; 2025Q2: 2,244 shares; 2025Q3: 2,338 shares 2,338 $2.26M 0.62% +94 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: 28,027 shares; 2024Q4: 27,687 shares; 2025Q1: 27,020 shares; 2025Q2: 26,927 shares; 2025Q3: 25,677 shares 25,677 $2.17M 0.59% -1,250 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: 9,161 shares; 2024Q4: 9,129 shares; 2025Q1: 9,124 shares; 2025Q2: 8,974 shares; 2025Q3: 9,049 shares 9,049 $2.14M 0.58% +75 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: 7,862 shares; 2024Q4: 7,869 shares; 2025Q1: 7,589 shares; 2025Q2: 7,574 shares; 2025Q3: 7,466 shares 7,466 $2.11M 0.58% -108 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 10,385 shares; 2025Q1: 10,250 shares; 2025Q2: 10,098 shares; 2025Q3: 10,036 shares 10,036 $1.98M 0.54% -62 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: 7,549 shares; 2024Q4: 7,614 shares; 2025Q1: 7,496 shares; 2025Q2: 7,227 shares; 2025Q3: 7,190 shares 7,190 $1.94M 0.53% -37 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 863 shares; 2025Q2: 830 shares; 2025Q3: 828 shares 828 $1.94M 0.53% -2 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,161 shares; 2025Q1: 4,251 shares; 2025Q2: 4,391 shares; 2025Q3: 3,738 shares 3,738 $1.92M 0.53% -653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,819 shares; 2025Q3: 5,424 shares 5,424 $1.87M 0.51% +605 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: 393 shares; 2024Q4: 392 shares; 2025Q1: 359 shares; 2025Q2: 351 shares; 2025Q3: 347 shares 347 $1.87M 0.51% -4 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: 13,359 shares; 2024Q4: 12,816 shares; 2025Q1: 12,466 shares; 2025Q2: 11,849 shares; 2025Q3: 11,764 shares 11,764 $1.81M 0.49% -85 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,721 shares; 2024Q4: 34,691 shares; 2025Q1: 34,319 shares; 2025Q2: 34,502 shares; 2025Q3: 34,297 shares 34,297 $1.76M 0.48% -205 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: 12,933 shares; 2024Q4: 25,740 shares; 2025Q1: 25,041 shares; 2025Q2: 19,976 shares; 2025Q3: 18,350 shares 18,350 $1.71M 0.47% -1,626 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: 14,334 shares; 2024Q4: 14,139 shares; 2025Q1: 14,139 shares; 2025Q2: 13,508 shares; 2025Q3: 13,143 shares 13,143 $1.69M 0.46% -365 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,615 shares; 2025Q1: 2,487 shares; 2025Q2: 2,452 shares; 2025Q3: 2,435 shares 2,435 $1.66M 0.45% -17 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: 22,957 shares; 2024Q4: 23,142 shares; 2025Q1: 22,902 shares; 2025Q2: 23,967 shares; 2025Q3: 24,287 shares 24,287 $1.63M 0.45% +320 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: 6,292 shares; 2024Q4: 6,208 shares; 2025Q1: 5,800 shares; 2025Q2: 5,130 shares; 2025Q3: 4,897 shares 4,897 $1.62M 0.44% -233 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: 8,384 shares; 2024Q4: 8,494 shares; 2025Q1: 8,478 shares; 2025Q2: 8,783 shares; 2025Q3: 8,453 shares 8,453 $1.58M 0.43% -330 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: 4,563 shares; 2024Q4: 4,474 shares; 2025Q1: 4,503 shares; 2025Q2: 4,467 shares; 2025Q3: 4,523 shares 4,523 $1.54M 0.42% +56 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: 4,591 shares; 2024Q4: 4,584 shares; 2025Q1: 4,641 shares; 2025Q2: 4,638 shares; 2025Q3: 4,513 shares 4,513 $1.54M 0.42% -125 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: 3,205 shares; 2024Q4: 3,143 shares; 2025Q1: 11,089 shares; 2025Q2: 20,599 shares; 2025Q3: 26,816 shares 26,816 $1.49M 0.41% +6,217 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,322 shares; 2024Q4: 32,592 shares; 2025Q1: 32,512 shares; 2025Q2: 28,797 shares; 2025Q3: 41,159 shares 41,159 $1.47M 0.4% +12,362 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: 4,155 shares; 2024Q4: 4,088 shares; 2025Q1: 3,743 shares; 2025Q2: 3,622 shares; 2025Q3: 3,715 shares 3,715 $1.45M 0.4% +93 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: 2,654 shares; 2024Q4: 2,613 shares; 2025Q1: 2,624 shares; 2025Q2: 2,614 shares; 2025Q3: 2,785 shares 2,785 $1.39M 0.38% +171 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: 23,924 shares; 2024Q4: 23,924 shares; 2025Q1: 22,218 shares; 2025Q2: 20,500 shares; 2025Q3: 20,435 shares 20,435 $1.36M 0.37% -65 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,051 shares; 2025Q1: 4,910 shares; 2025Q2: 4,686 shares; 2025Q3: 4,348 shares 4,348 $1.33M 0.36% -338 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,926 shares; 2024Q4: 173,324 shares; 2025Q1: 155,590 shares; 2025Q2: 149,138 shares; 2025Q3: 148,420 shares 148,420 $1.32M 0.36% -718 Timeline BAB 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: 60,124 shares; 2024Q4: 55,517 shares; 2025Q1: 48,002 shares; 2025Q2: 48,002 shares; 2025Q3: 47,252 shares 47,252 $1.29M 0.35% -750 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,920 shares; 2024Q4: 25,686 shares; 2025Q1: 24,886 shares; 2025Q2: 24,302 shares; 2025Q3: 22,941 shares 22,941 $1.28M 0.35% -1,361 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,140 shares; 2024Q4: 13,536 shares; 2025Q1: 12,134 shares; 2025Q2: 11,864 shares; 2025Q3: 11,484 shares 11,484 $1.27M 0.35% -380 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 8,237 shares; 2025Q1: 10,577 shares; 2025Q2: 12,037 shares; 2025Q3: 12,218 shares 12,218 $1.26M 0.35% +181 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,212 shares; 2024Q4: 7,152 shares; 2025Q1: 7,102 shares; 2025Q2: 7,067 shares; 2025Q3: 6,717 shares 6,717 $1.25M 0.34% -350 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: 4,300 shares; 2024Q4: 4,265 shares; 2025Q1: 4,258 shares; 2025Q2: 4,194 shares; 2025Q3: 3,962 shares 3,962 $1.25M 0.34% -232 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: 2,797 shares; 2024Q4: 2,777 shares; 2025Q1: 2,777 shares; 2025Q2: 3,013 shares; 2025Q3: 2,968 shares 2,968 $1.2M 0.33% -45 Timeline PHO 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: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 16,530 shares; 2025Q2: 16,575 shares; 2025Q3: 16,491 shares 16,491 $1.19M 0.33% -84 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,906 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,776 shares 3,776 $1.11M 0.3% -30 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: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,997 shares; 2025Q2: 2,440 shares; 2025Q3: 3,104 shares 3,104 $1.09M 0.3% +664 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: 16,495 shares; 2024Q4: 16,196 shares; 2025Q1: 16,124 shares; 2025Q2: 9,499 shares; 2025Q3: 9,456 shares 9,456 $1.08M 0.3% -43 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: 13,101 shares; 2024Q4: 12,776 shares; 2025Q1: 12,926 shares; 2025Q2: 14,451 shares; 2025Q3: 14,451 shares 14,451 $1.06M 0.29% 0 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: 39,834 shares; 2024Q4: 39,349 shares; 2025Q1: 37,480 shares; 2025Q2: 36,825 shares; 2025Q3: 31,458 shares 31,458 $1.06M 0.29% -5,367 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: 22,800 shares; 2024Q4: 23,204 shares; 2025Q1: 20,415 shares; 2025Q2: 19,815 shares; 2025Q3: 19,366 shares 19,366 $1.05M 0.29% -449 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,257 shares; 2024Q4: 140,673 shares; 2025Q1: 135,973 shares; 2025Q2: 123,712 shares; 2025Q3: 121,712 shares 121,712 $1.02M 0.28% -2,000 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: 39,344 shares; 2024Q4: 40,993 shares; 2025Q1: 42,876 shares; 2025Q2: 38,660 shares; 2025Q3: 39,942 shares 39,942 $1.02M 0.28% +1,282 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: 6,088 shares; 2024Q4: 6,463 shares; 2025Q1: 7,792 shares; 2025Q2: 9,975 shares; 2025Q3: 12,051 shares 12,051 $1.01M 0.28% +2,076 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,392 shares; 2025Q1: 4,185 shares; 2025Q2: 4,150 shares; 2025Q3: 4,230 shares 4,230 $998K 0.27% +80 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 20,600 shares; 2025Q1: 20,600 shares; 2025Q2: 20,600 shares; 2025Q3: 20,600 shares 20,600 $988K 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 4,739 shares; 2025Q3: 4,809 shares 4,809 $985K 0.27% +70 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: 16,331 shares; 2024Q4: 15,852 shares; 2025Q1: 15,472 shares; 2025Q2: 15,217 shares; 2025Q3: 15,102 shares 15,102 $902K 0.25% -115 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 10,452 shares; 2025Q1: 9,734 shares; 2025Q2: 18,382 shares; 2025Q3: 18,347 shares 18,347 $900K 0.25% -35 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,156 shares; 2025Q1: 1,288 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares 1,471 $877K 0.24% 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: 1,446 shares; 2024Q4: 2,356 shares; 2025Q1: 3,769 shares; 2025Q2: 3,340 shares; 2025Q3: 6,043 shares 6,043 $875K 0.24% +2,703 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: 6,109 shares; 2024Q4: 5,543 shares; 2025Q1: 5,386 shares; 2025Q2: 4,805 shares; 2025Q3: 3,875 shares 3,875 $874K 0.24% -930 Timeline IYM 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: 6,253 shares; 2024Q4: 6,253 shares; 2025Q1: 5,903 shares; 2025Q2: 5,903 shares; 2025Q3: 5,894 shares 5,894 $874K 0.24% -9 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,810 shares; 2024Q4: 8,980 shares; 2025Q1: 8,570 shares; 2025Q2: 8,252 shares; 2025Q3: 6,506 shares 6,506 $861K 0.24% -1,746 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 758 shares; 2025Q1: 778 shares; 2025Q2: 773 shares; 2025Q3: 727 shares 727 $848K 0.23% -46 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 8,548 shares; 2025Q1: 8,393 shares; 2025Q2: 8,882 shares; 2025Q3: 8,125 shares 8,125 $800K 0.22% -757 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 9,156 shares; 2025Q1: 8,546 shares; 2025Q2: 8,796 shares; 2025Q3: 8,621 shares 8,621 $784K 0.21% -175 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,914 shares; 2025Q1: 2,944 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares 3,104 $780K 0.21% 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: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,641 shares; 2025Q2: 2,869 shares; 2025Q3: 2,804 shares 2,804 $765K 0.21% -65 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: 8,577 shares; 2024Q4: 8,577 shares; 2025Q1: 8,577 shares; 2025Q2: 8,127 shares; 2025Q3: 7,977 shares 7,977 $756K 0.21% -150 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: 1,629 shares; 2024Q4: 1,623 shares; 2025Q1: 1,613 shares; 2025Q2: 1,604 shares; 2025Q3: 1,641 shares 1,641 $750K 0.21% +37 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,316 shares; 2025Q1: 10,316 shares; 2025Q2: 10,266 shares; 2025Q3: 10,206 shares 10,206 $745K 0.2% -60 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,254 shares; 2024Q4: 88,752 shares; 2025Q1: 87,074 shares; 2025Q2: 89,045 shares; 2025Q3: 70,186 shares 70,186 $729K 0.2% -18,859 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,787 shares; 2025Q1: 3,497 shares; 2025Q2: 3,522 shares; 2025Q3: 3,362 shares 3,362 $719K 0.2% -160 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: 672 shares; 2024Q4: 2,212 shares; 2025Q1: 2,325 shares; 2025Q2: 2,809 shares; 2025Q3: 2,195 shares 2,195 $709K 0.19% -614 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,486 shares; 2025Q1: 6,476 shares; 2025Q2: 6,120 shares; 2025Q3: 5,910 shares 5,910 $686K 0.19% -210 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 7,417 shares; 2025Q1: 7,228 shares; 2025Q2: 7,098 shares; 2025Q3: 7,098 shares 7,098 $676K 0.18% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,285 shares; 2025Q1: 7,285 shares; 2025Q2: 7,385 shares; 2025Q3: 7,995 shares 7,995 $672K 0.18% +610 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,988 shares; 2025Q1: 7,233 shares; 2025Q2: 7,233 shares; 2025Q3: 7,123 shares 7,123 $672K 0.18% -110 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 9,652 shares; 2025Q1: 9,432 shares; 2025Q2: 9,332 shares; 2025Q3: 9,332 shares 9,332 $666K 0.18% 0 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: 770 shares; 2024Q4: 710 shares; 2025Q1: 1,125 shares; 2025Q2: 1,115 shares; 2025Q3: 1,080 shares 1,080 $658K 0.18% -35 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 8,318 shares; 2025Q1: 8,478 shares; 2025Q2: 8,678 shares; 2025Q3: 7,769 shares 7,769 $655K 0.18% -909 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,023 shares 12,023 $642K 0.18% new 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: 4,618 shares; 2024Q4: 4,583 shares; 2025Q1: 4,319 shares; 2025Q2: 4,504 shares; 2025Q3: 4,878 shares 4,878 $629K 0.17% +374 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: 2,024 shares; 2024Q4: 1,994 shares; 2025Q1: 2,052 shares; 2025Q2: 2,022 shares; 2025Q3: 2,625 shares 2,625 $622K 0.17% +603 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,092 shares; 2024Q4: 21,620 shares; 2025Q1: 22,048 shares; 2025Q2: 26,682 shares; 2025Q3: 28,205 shares 28,205 $607K 0.17% +1,523 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: 4,844 shares; 2024Q4: 4,844 shares; 2025Q1: 4,930 shares; 2025Q2: 4,865 shares; 2025Q3: 4,866 shares 4,866 $602K 0.16% +1 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: 656 shares; 2024Q4: 651 shares; 2025Q1: 509 shares; 2025Q2: 499 shares; 2025Q3: 493 shares 493 $591K 0.16% -6 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: 3,756 shares; 2024Q4: 3,766 shares; 2025Q1: 3,817 shares; 2025Q2: 3,805 shares; 2025Q3: 3,745 shares 3,745 $581K 0.16% -60 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: 4,375 shares; 2025Q2: 4,370 shares; 2025Q3: 4,335 shares 4,335 $580K 0.16% -35 Timeline WNS HLDGS LTD COM SHS WNS HLDGS LTD COM SHS More: the full row for WNS HLDGS LTD COM SHS Quarterly shares; 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: 7,610 shares 7,610 $580K 0.16% new GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,934 shares; 2025Q2: 1,930 shares; 2025Q3: 1,926 shares 1,926 $579K 0.16% -4 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: 722 shares; 2024Q4: 724 shares; 2025Q1: 740 shares; 2025Q2: 726 shares; 2025Q3: 713 shares 713 $568K 0.16% -13 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,356 shares; 2024Q4: 18,782 shares; 2025Q1: 19,032 shares; 2025Q2: 17,587 shares; 2025Q3: 17,637 shares 17,637 $554K 0.15% +50 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: 3,684 shares; 2024Q4: 3,536 shares; 2025Q1: 4,163 shares; 2025Q2: 4,344 shares; 2025Q3: 3,929 shares 3,929 $550K 0.15% -415 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,025 shares; 2025Q2: 1,913 shares; 2025Q3: 1,753 shares 1,753 $548K 0.15% -160 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,103 shares; 2025Q1: 4,103 shares; 2025Q2: 4,053 shares; 2025Q3: 3,963 shares 3,963 $545K 0.15% -90 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,925 shares 6,925 $524K 0.14% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 3,840 shares 3,840 $522K 0.14% -222 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,009 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,613 shares 1,613 $521K 0.14% -166 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: 18,810 shares; 2024Q4: 18,029 shares; 2025Q1: 18,029 shares; 2025Q2: 18,386 shares; 2025Q3: 18,386 shares 18,386 $519K 0.14% 0 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: 11,472 shares; 2024Q4: 11,446 shares; 2025Q1: 10,571 shares; 2025Q2: 10,546 shares; 2025Q3: 10,272 shares 10,272 $518K 0.14% -274 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 79,500 shares; 2025Q1: 79,500 shares; 2025Q2: 70,000 shares; 2025Q3: 67,500 shares 67,500 $510K 0.14% -2,500 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: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares 1,076 $504K 0.14% 0 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: 10,290 shares; 2024Q4: 10,324 shares; 2025Q1: 10,340 shares; 2025Q2: 9,761 shares; 2025Q3: 6,761 shares 6,761 $503K 0.14% -3,000 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,418 shares; 2025Q3: 5,243 shares 5,243 $497K 0.14% -175 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: 1,973 shares; 2024Q4: 1,964 shares; 2025Q1: 1,964 shares; 2025Q2: 1,779 shares; 2025Q3: 1,669 shares 1,669 $481K 0.13% -110 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: 613 shares; 2024Q4: 608 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 628 shares 628 $479K 0.13% +7 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,371 shares; 2025Q1: 2,396 shares; 2025Q2: 2,226 shares; 2025Q3: 2,206 shares 2,206 $476K 0.13% -20 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares 1,305 $464K 0.13% new 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: not reported; 2024Q4: 4,286 shares; 2025Q1: 6,209 shares; 2025Q2: 6,559 shares; 2025Q3: 6,359 shares 6,359 $443K 0.12% -200 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 3,118 shares 3,118 $439K 0.12% +200 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: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,195 shares; 2025Q2: 2,500 shares; 2025Q3: 2,620 shares 2,620 $436K 0.12% +120 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: 1,156 shares; 2024Q4: 958 shares; 2025Q1: 938 shares; 2025Q2: 958 shares; 2025Q3: 976 shares 976 $434K 0.12% +18 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,995 shares; 2025Q1: 5,533 shares; 2025Q2: 5,793 shares; 2025Q3: 5,273 shares 5,273 $432K 0.12% -520 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,506 shares; 2025Q2: 1,511 shares; 2025Q3: 1,503 shares 1,503 $424K 0.12% -8 Timeline NSTS NSTS BANCORP INC More: the full row for NSTS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,496 shares; 2024Q4: 36,496 shares; 2025Q1: 36,496 shares; 2025Q2: 36,496 shares; 2025Q3: 36,496 shares 36,496 $421K 0.12% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares 1,588 $417K 0.11% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,205 shares; 2025Q1: 4,705 shares; 2025Q2: 5,485 shares; 2025Q3: 4,915 shares 4,915 $413K 0.11% -570 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 669 shares; 2025Q3: 669 shares 669 $402K 0.11% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,457 shares; 2025Q1: 1,659 shares; 2025Q2: 1,662 shares; 2025Q3: 1,880 shares 1,880 $397K 0.11% +218 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: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares 2,962 $389K 0.11% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares 1,810 $385K 0.11% new 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: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 1,880 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares 1,842 $381K 0.1% 0 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 25,710 shares 25,710 $377K 0.1% new 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: 914 shares; 2024Q4: 1,828 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares 1,838 $374K 0.1% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275 $372K 0.1% 0 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: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 764 shares 764 $365K 0.1% +50 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: 11,194 shares; 2024Q4: 11,194 shares; 2025Q1: 11,194 shares; 2025Q2: 11,194 shares; 2025Q3: 10,352 shares 10,352 $357K 0.1% -842 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,371 shares; 2025Q1: 3,011 shares; 2025Q2: 2,711 shares; 2025Q3: 2,626 shares 2,626 $353K 0.1% -85 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: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,613 shares; 2025Q3: 1,438 shares 1,438 $353K 0.1% -175 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 364 shares; 2025Q3: 364 shares 364 $347K 0.09% 0 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: 5,941 shares; 2024Q4: 5,841 shares; 2025Q1: 5,841 shares; 2025Q2: 5,841 shares; 2025Q3: 5,841 shares 5,841 $346K 0.09% 0 TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,003 shares; 2025Q1: 3,680 shares; 2025Q2: 3,800 shares; 2025Q3: 3,773 shares 3,773 $338K 0.09% -27 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,315 shares; 2025Q1: 4,315 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares 4,265 $332K 0.09% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,066 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares 1,056 $325K 0.09% 0 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: 2,750 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550 $323K 0.09% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 7,106 shares; 2025Q1: 5,869 shares; 2025Q2: 5,429 shares; 2025Q3: 3,104 shares 3,104 $321K 0.09% -2,325 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: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,835 shares; 2025Q2: 3,680 shares; 2025Q3: 3,667 shares 3,667 $320K 0.09% -13 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 511 shares 511 $314K 0.09% 0 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 14,733 shares; 2025Q1: 14,733 shares; 2025Q2: 18,658 shares; 2025Q3: 18,758 shares 18,758 $295K 0.08% +100 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: 880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 887 shares 887 $292K 0.08% 0 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: 10,178 shares; 2024Q4: 10,133 shares; 2025Q1: 8,782 shares; 2025Q2: 6,835 shares; 2025Q3: 6,570 shares 6,570 $289K 0.08% -265 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: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares 1,417 $288K 0.08% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,577 shares; 2025Q1: 1,460 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares 1,421 $285K 0.08% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,840 shares; 2025Q3: 10,690 shares 10,690 $281K 0.08% +2,850 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: 385 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares 370 $281K 0.08% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $280K 0.08% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,735 shares 1,735 $276K 0.08% -100 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,298 shares; 2025Q3: 2,228 shares 2,228 $276K 0.08% -70 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,886 shares; 2025Q3: 3,240 shares 3,240 $270K 0.07% +354 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,985 shares; 2025Q1: 2,887 shares; 2025Q2: 2,887 shares; 2025Q3: 2,848 shares 2,848 $269K 0.07% -39 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $268K 0.07% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,877 shares; 2025Q1: not reported; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares 1,877 $266K 0.07% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 8,000 shares 8,000 $262K 0.07% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 947 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 902 shares 902 $258K 0.07% +5 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 2,938 shares; 2025Q3: 2,901 shares 2,901 $257K 0.07% -37 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 645 shares; 2025Q1: 629 shares; 2025Q2: 579 shares; 2025Q3: 530 shares 530 $256K 0.07% -49 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: 508 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 450 shares; 2025Q3: 437 shares 437 $249K 0.07% -13 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,135 shares 3,135 $247K 0.07% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,646 shares; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 3,240 shares; 2025Q3: 3,206 shares 3,206 $246K 0.07% -34 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 8,835 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,835 shares 8,835 $241K 0.07% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,245 shares; 2025Q1: 4,395 shares; 2025Q2: 4,315 shares; 2025Q3: 4,315 shares 4,315 $241K 0.07% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,752 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares 3,617 $239K 0.07% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 7,775 shares; 2025Q1: 7,333 shares; 2025Q2: 3,410 shares; 2025Q3: 2,840 shares 2,840 $236K 0.06% -570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: 254 shares 254 $235K 0.06% +50 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,067 shares; 2025Q1: 2,392 shares; 2025Q2: 2,482 shares; 2025Q3: 2,457 shares 2,457 $234K 0.06% -25 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: 695 shares; 2025Q2: 677 shares; 2025Q3: 477 shares 477 $234K 0.06% -200 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 619 shares 619 $226K 0.06% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares 118 $226K 0.06% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares 2,925 $222K 0.06% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares 2,525 $219K 0.06% 0 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,550 shares; 2025Q1: 13,550 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $218K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,042 shares 6,042 $215K 0.06% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,241 shares; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,191 shares 3,191 $214K 0.06% -50 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares 1,100 $212K 0.06% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares 957 $211K 0.06% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,090 shares 4,090 $211K 0.06% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares 5,485 $210K 0.06% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares 1,492 $209K 0.06% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,489 shares 1,489 $205K 0.06% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares 374 $204K 0.06% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,920 shares; 2025Q1: 3,798 shares; 2025Q2: 5,928 shares; 2025Q3: 3,800 shares 3,800 $204K 0.06% -2,128 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $201K 0.05% 0 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 18,133 shares; 2025Q1: 17,633 shares; 2025Q2: 17,633 shares; 2025Q3: 17,633 shares 17,633 $186K 0.05% 0 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,693 shares; 2024Q4: 24,293 shares; 2025Q1: 24,428 shares; 2025Q2: 17,533 shares; 2025Q3: 16,458 shares 16,458 $136K 0.04% -1,075 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,845 shares; 2024Q4: 34,480 shares; 2025Q1: 34,480 shares; 2025Q2: 31,580 shares; 2025Q3: 31,580 shares 31,580 $70.4K 0.02% 0 Timeline