IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,866 shares; 2024Q4: 304,513 shares; 2025Q1: 298,174 shares; 2025Q2: 321,686 shares; 2025Q3: 324,717 shares 324,717 $23.6M 4.57% +3,031 Timeline GBIL 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: 110,713 shares; 2024Q4: 138,442 shares; 2025Q1: 130,967 shares; 2025Q2: 183,149 shares; 2025Q3: 204,188 shares 204,188 $20.5M 3.96% +21,039 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: 64,594 shares; 2024Q4: 63,378 shares; 2025Q1: 65,286 shares; 2025Q2: 67,395 shares; 2025Q3: 68,450 shares 68,450 $20.1M 3.89% +1,055 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: 64,633 shares; 2024Q4: 62,594 shares; 2025Q1: 67,119 shares; 2025Q2: 70,328 shares; 2025Q3: 70,976 shares 70,976 $18M 3.49% +648 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: 103,037 shares; 2024Q4: 101,058 shares; 2025Q1: 101,714 shares; 2025Q2: 95,159 shares; 2025Q3: 94,481 shares 94,481 $17.9M 3.47% -678 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: 171,918 shares; 2024Q4: 184,109 shares; 2025Q1: 171,506 shares; 2025Q2: 185,390 shares; 2025Q3: 188,805 shares 188,805 $16.5M 3.19% +3,415 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,666 shares; 2024Q4: 143,021 shares; 2025Q1: 158,104 shares; 2025Q2: 162,049 shares; 2025Q3: 157,356 shares 157,356 $15.7M 3.03% -4,693 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: 54,551 shares; 2024Q4: 48,979 shares; 2025Q1: 47,803 shares; 2025Q2: 47,081 shares; 2025Q3: 46,773 shares 46,773 $11.9M 2.3% -308 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: 25,232 shares; 2024Q4: 25,849 shares; 2025Q1: 25,730 shares; 2025Q2: 25,689 shares; 2025Q3: 25,991 shares 25,991 $11.6M 2.24% +302 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,349 shares; 2024Q4: 84,478 shares; 2025Q1: 83,665 shares; 2025Q2: 78,470 shares; 2025Q3: 77,619 shares 77,619 $10.9M 2.1% -851 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,305 shares; 2024Q4: 148,787 shares; 2025Q1: 153,868 shares; 2025Q2: 140,787 shares; 2025Q3: 138,264 shares 138,264 $9.99M 1.93% -2,523 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: 29,327 shares; 2024Q4: 28,927 shares; 2025Q1: 29,345 shares; 2025Q2: 29,086 shares; 2025Q3: 30,167 shares 30,167 $9.9M 1.91% +1,081 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: 152,073 shares; 2024Q4: 159,023 shares; 2025Q1: 154,325 shares; 2025Q2: 175,235 shares; 2025Q3: 177,656 shares 177,656 $9.63M 1.86% +2,421 Timeline SGOV 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: 51,258 shares; 2024Q4: 100,561 shares; 2025Q1: 48,735 shares; 2025Q2: 75,377 shares; 2025Q3: 88,963 shares 88,963 $8.96M 1.73% +13,586 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,148 shares; 2024Q4: 107,356 shares; 2025Q1: 102,970 shares; 2025Q2: 113,184 shares; 2025Q3: 112,493 shares 112,493 $8.88M 1.72% -691 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,462 shares; 2024Q4: 99,417 shares; 2025Q1: 102,899 shares; 2025Q2: 83,621 shares; 2025Q3: 81,353 shares 81,353 $8.84M 1.71% -2,268 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: 14,801 shares; 2024Q4: 14,719 shares; 2025Q1: 15,113 shares; 2025Q2: 16,020 shares; 2025Q3: 16,294 shares 16,294 $8.44M 1.63% +274 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: 53,910 shares; 2024Q4: 53,584 shares; 2025Q1: 53,058 shares; 2025Q2: 54,248 shares; 2025Q3: 53,442 shares 53,442 $7.53M 1.46% -806 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: 63,007 shares; 2024Q4: 90,497 shares; 2025Q1: 88,658 shares; 2025Q2: 89,152 shares; 2025Q3: 89,430 shares 89,430 $7.52M 1.45% +278 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,684 shares; 2024Q4: 166,947 shares; 2025Q1: 163,963 shares; 2025Q2: 150,905 shares; 2025Q3: 146,153 shares 146,153 $7.42M 1.44% -4,752 Timeline XLI 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: 52,085 shares; 2024Q4: 50,542 shares; 2025Q1: 51,111 shares; 2025Q2: 46,934 shares; 2025Q3: 46,531 shares 46,531 $7.18M 1.39% -403 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: 93,393 shares; 2024Q4: 92,725 shares; 2025Q1: 92,420 shares; 2025Q2: 92,268 shares; 2025Q3: 93,548 shares 93,548 $6.96M 1.35% +1,280 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: 83,929 shares; 2024Q4: 87,459 shares; 2025Q1: 83,255 shares; 2025Q2: 93,812 shares; 2025Q3: 92,012 shares 92,012 $6.07M 1.17% -1,800 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 21,037 shares; 2025Q1: 21,065 shares; 2025Q2: 21,454 shares; 2025Q3: 17,687 shares 17,687 $5.97M 1.15% -3,767 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,335 shares; 2024Q4: 141,278 shares; 2025Q1: 147,901 shares; 2025Q2: 135,721 shares; 2025Q3: 132,583 shares 132,583 $5.91M 1.14% -3,138 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: 8,659 shares; 2024Q4: 11,839 shares; 2025Q1: 8,699 shares; 2025Q2: 8,716 shares; 2025Q3: 8,732 shares 8,732 $5.82M 1.12% +16 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: 109,716 shares; 2024Q4: 110,622 shares; 2025Q1: 109,816 shares; 2025Q2: 112,673 shares; 2025Q3: 115,766 shares 115,766 $5.73M 1.11% +3,093 Timeline GSST 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: 147,441 shares; 2024Q4: 144,529 shares; 2025Q1: 121,342 shares; 2025Q2: 106,568 shares; 2025Q3: 112,795 shares 112,795 $5.72M 1.11% +6,227 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: 25,731 shares; 2024Q4: 28,097 shares; 2025Q1: 29,236 shares; 2025Q2: 29,909 shares; 2025Q3: 29,821 shares 29,821 $5.56M 1.08% -88 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: 34,445 shares; 2024Q4: 36,359 shares; 2025Q1: 35,721 shares; 2025Q2: 39,834 shares; 2025Q3: 39,019 shares 39,019 $5.56M 1.08% -815 Timeline VHT 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: 21,649 shares; 2024Q4: 22,225 shares; 2025Q1: 20,939 shares; 2025Q2: 20,105 shares; 2025Q3: 20,242 shares 20,242 $5.25M 1.02% +137 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: 19,598 shares; 2024Q4: 17,793 shares; 2025Q1: 19,221 shares; 2025Q2: 21,029 shares; 2025Q3: 18,589 shares 18,589 $4.53M 0.88% -2,440 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: 68,222 shares; 2024Q4: 88,466 shares; 2025Q1: 89,598 shares; 2025Q2: 84,034 shares; 2025Q3: 85,245 shares 85,245 $4M 0.77% +1,211 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: 17,129 shares; 2024Q4: 17,135 shares; 2025Q1: 17,490 shares; 2025Q2: 17,939 shares; 2025Q3: 18,189 shares 18,189 $3.99M 0.77% +250 Timeline VWOB 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: 54,299 shares; 2024Q4: 55,383 shares; 2025Q1: 54,263 shares; 2025Q2: 55,937 shares; 2025Q3: 56,840 shares 56,840 $3.8M 0.74% +903 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: 10,180 shares; 2024Q4: 10,134 shares; 2025Q1: 10,034 shares; 2025Q2: 9,991 shares; 2025Q3: 9,981 shares 9,981 $3.15M 0.61% -10 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: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares 4,666 $3.12M 0.6% 0 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: 59,852 shares; 2024Q4: 56,881 shares; 2025Q1: 56,615 shares; 2025Q2: 59,307 shares; 2025Q3: 60,693 shares 60,693 $3.07M 0.59% +1,386 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,114 shares; 2024Q4: 36,303 shares; 2025Q1: 33,022 shares; 2025Q2: 29,572 shares; 2025Q3: 30,501 shares 30,501 $3.07M 0.59% +929 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,696 shares; 2024Q4: 252,335 shares; 2025Q1: 263,785 shares; 2025Q2: 276,485 shares; 2025Q3: 292,885 shares 292,885 $2.98M 0.58% +16,400 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: 11,308 shares; 2024Q4: 10,806 shares; 2025Q1: 10,768 shares; 2025Q2: 12,213 shares; 2025Q3: 12,198 shares 12,198 $2.97M 0.57% -15 Timeline JCPI 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: 62,215 shares; 2024Q4: 58,547 shares; 2025Q1: 59,138 shares; 2025Q2: 57,180 shares; 2025Q3: 58,548 shares 58,548 $2.86M 0.55% +1,368 Timeline JPST 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: 79,437 shares; 2024Q4: 74,196 shares; 2025Q1: 63,370 shares; 2025Q2: 53,579 shares; 2025Q3: 55,671 shares 55,671 $2.82M 0.55% +2,092 Timeline LDUR 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: 28,914 shares; 2024Q4: 28,515 shares; 2025Q1: 28,731 shares; 2025Q2: 25,772 shares; 2025Q3: 26,505 shares 26,505 $2.55M 0.49% +733 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: 9,343 shares; 2024Q4: 9,126 shares; 2025Q1: 9,136 shares; 2025Q2: 9,118 shares; 2025Q3: 8,808 shares 8,808 $2.48M 0.48% -310 Timeline IYR 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: 19,418 shares; 2024Q4: 23,625 shares; 2025Q1: 23,961 shares; 2025Q2: 24,393 shares; 2025Q3: 24,864 shares 24,864 $2.41M 0.47% +471 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,311 shares; 2024Q4: 58,336 shares; 2025Q1: 55,138 shares; 2025Q2: 55,794 shares; 2025Q3: 56,683 shares 56,683 $2.34M 0.45% +889 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: 41,969 shares; 2024Q4: 40,509 shares; 2025Q1: 43,125 shares; 2025Q2: 43,907 shares; 2025Q3: 45,645 shares 45,645 $2.34M 0.45% +1,738 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,019 shares; 2025Q1: 2,017 shares; 2025Q2: 1,950 shares; 2025Q3: 1,941 shares 1,941 $2.33M 0.45% -9 Timeline DFGR 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: 55,551 shares; 2024Q4: 72,353 shares; 2025Q1: 73,337 shares; 2025Q2: 80,118 shares; 2025Q3: 82,448 shares 82,448 $2.25M 0.44% +2,330 Timeline JPIE 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: 34,312 shares; 2024Q4: 47,696 shares; 2025Q1: 48,415 shares; 2025Q2: 45,960 shares; 2025Q3: 47,298 shares 47,298 $2.2M 0.42% +1,338 Timeline VUSB 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: 60,066 shares; 2024Q4: 58,223 shares; 2025Q1: 51,449 shares; 2025Q2: 44,727 shares; 2025Q3: 42,945 shares 42,945 $2.15M 0.42% -1,782 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: 6,048 shares; 2024Q4: 6,283 shares; 2025Q1: 6,387 shares; 2025Q2: 6,303 shares; 2025Q3: 6,364 shares 6,364 $2.1M 0.41% +61 Timeline VAW 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: 11,117 shares; 2024Q4: 11,287 shares; 2025Q1: 11,920 shares; 2025Q2: 10,336 shares; 2025Q3: 10,247 shares 10,247 $2.1M 0.41% -89 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: 2,854 shares; 2024Q4: 2,801 shares; 2025Q1: 2,861 shares; 2025Q2: 2,841 shares; 2025Q3: 2,835 shares 2,835 $2.08M 0.4% -6 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: 24,745 shares; 2024Q4: 37,602 shares; 2025Q1: 39,794 shares; 2025Q2: 37,903 shares; 2025Q3: 38,792 shares 38,792 $1.94M 0.38% +889 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,004 shares; 2024Q4: 35,378 shares; 2025Q1: 32,231 shares; 2025Q2: 33,372 shares; 2025Q3: 32,156 shares 32,156 $1.86M 0.36% -1,216 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: 50,998 shares; 2024Q4: 18,848 shares; 2025Q1: 19,331 shares; 2025Q2: 18,994 shares; 2025Q3: 19,408 shares 19,408 $1.86M 0.36% +414 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: 32,388 shares; 2024Q4: 31,045 shares; 2025Q1: 30,055 shares; 2025Q2: 24,777 shares; 2025Q3: 24,841 shares 24,841 $1.77M 0.34% +64 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,486 shares; 2025Q1: 9,239 shares; 2025Q2: 11,154 shares; 2025Q3: 11,488 shares 11,488 $1.75M 0.34% +334 Timeline GNR 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: 26,026 shares; 2024Q4: 28,525 shares; 2025Q1: 28,444 shares; 2025Q2: 28,054 shares; 2025Q3: 28,698 shares 28,698 $1.7M 0.33% +644 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: 20,238 shares; 2024Q4: 19,869 shares; 2025Q1: 19,519 shares; 2025Q2: 21,215 shares; 2025Q3: 19,963 shares 19,963 $1.67M 0.32% -1,252 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,208 shares; 2024Q4: 24,744 shares; 2025Q1: 25,076 shares; 2025Q2: 25,158 shares; 2025Q3: 29,413 shares 29,413 $1.67M 0.32% +4,255 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: 25,848 shares; 2024Q4: 25,641 shares; 2025Q1: 25,701 shares; 2025Q2: 27,950 shares; 2025Q3: 30,864 shares 30,864 $1.64M 0.32% +2,914 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: 2,150 shares; 2024Q4: 2,129 shares; 2025Q1: 2,139 shares; 2025Q2: 2,151 shares; 2025Q3: 2,145 shares 2,145 $1.64M 0.32% -6 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: 6,603 shares; 2024Q4: 6,603 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares 6,580 $1.59M 0.31% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,955 shares; 2024Q4: 22,523 shares; 2025Q1: 17,768 shares; 2025Q2: 17,766 shares; 2025Q3: 18,435 shares 18,435 $1.55M 0.3% +669 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.29% 0 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: 19,541 shares 19,541 $1.48M 0.29% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 19,672 shares; 2025Q1: 10,000 shares; 2025Q2: 24,282 shares; 2025Q3: 37,038 shares 37,038 $1.41M 0.27% +12,756 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: 1,193 shares; 2025Q1: 1,206 shares; 2025Q2: 1,205 shares; 2025Q3: 1,208 shares 1,208 $1.41M 0.27% +3 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: 8,431 shares; 2024Q4: 8,237 shares; 2025Q1: 8,094 shares; 2025Q2: 8,097 shares; 2025Q3: 8,648 shares 8,648 $1.37M 0.27% +551 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,086 shares; 2024Q4: 18,143 shares; 2025Q1: 18,045 shares; 2025Q2: 18,064 shares; 2025Q3: 18,064 shares 18,064 $1.36M 0.26% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,117 shares; 2024Q4: 13,884 shares; 2025Q1: 14,250 shares; 2025Q2: 14,260 shares; 2025Q3: 14,102 shares 14,102 $1.35M 0.26% -158 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: 1,358 shares; 2024Q4: 1,369 shares; 2025Q1: 1,381 shares; 2025Q2: 1,340 shares; 2025Q3: 1,364 shares 1,364 $1.32M 0.26% +24 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: 3,852 shares; 2024Q4: 3,939 shares; 2025Q1: 3,803 shares; 2025Q2: 3,934 shares; 2025Q3: 4,696 shares 4,696 $1.31M 0.25% +762 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: 4,453 shares; 2024Q4: 4,356 shares; 2025Q1: 4,430 shares; 2025Q2: 4,440 shares; 2025Q3: 3,897 shares 3,897 $1.29M 0.25% -543 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: 6,790 shares; 2024Q4: 6,791 shares; 2025Q1: 6,956 shares; 2025Q2: 6,317 shares; 2025Q3: 6,157 shares 6,157 $1.29M 0.25% -160 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: 6,881 shares; 2024Q4: 6,772 shares; 2025Q1: 6,735 shares; 2025Q2: 6,878 shares; 2025Q3: 6,910 shares 6,910 $1.28M 0.25% +32 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: 1,370 shares; 2024Q4: 1,371 shares; 2025Q1: 1,361 shares; 2025Q2: 1,362 shares; 2025Q3: 1,360 shares 1,360 $1.26M 0.24% -2 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: 7,541 shares; 2024Q4: 9,347 shares; 2025Q1: 9,739 shares; 2025Q2: 9,924 shares; 2025Q3: 10,352 shares 10,352 $1.26M 0.24% +428 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 12,000 shares; 2025Q3: 139,854 shares 139,854 $1.23M 0.24% +127,854 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: 35,923 shares; 2024Q4: 18,112 shares; 2025Q1: 16,820 shares; 2025Q2: 16,786 shares; 2025Q3: 16,730 shares 16,730 $1.21M 0.23% -56 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: 17,539 shares; 2024Q4: 17,460 shares; 2025Q1: 17,457 shares; 2025Q2: 17,428 shares; 2025Q3: 17,413 shares 17,413 $1.19M 0.23% -15 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: 7,753 shares; 2024Q4: 7,718 shares; 2025Q1: 7,755 shares; 2025Q2: 7,763 shares; 2025Q3: 7,718 shares 7,718 $1.19M 0.23% -45 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: 32,693 shares; 2025Q3: 35,675 shares 35,675 $1.17M 0.23% +2,982 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,312 shares; 2025Q1: 4,322 shares; 2025Q2: 4,448 shares; 2025Q3: 4,283 shares 4,283 $1.16M 0.23% -165 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,301 shares; 2025Q1: 2,247 shares; 2025Q2: 2,243 shares; 2025Q3: 2,316 shares 2,316 $1.16M 0.23% +73 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: 3,427 shares; 2024Q4: 3,407 shares; 2025Q1: 3,374 shares; 2025Q2: 3,377 shares; 2025Q3: 3,381 shares 3,381 $1.15M 0.22% +4 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,223 shares; 2025Q1: 7,014 shares; 2025Q2: 7,155 shares; 2025Q3: 7,874 shares 7,874 $1.15M 0.22% +719 Timeline DFAX 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: 35,437 shares; 2024Q4: 33,675 shares; 2025Q1: 37,679 shares; 2025Q2: 36,002 shares; 2025Q3: 36,556 shares 36,556 $1.15M 0.22% +554 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,661 shares; 2025Q1: 7,973 shares; 2025Q2: 8,036 shares; 2025Q3: 6,342 shares 6,342 $1.08M 0.21% -1,694 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: 13,256 shares; 2024Q4: 12,830 shares; 2025Q1: 12,897 shares; 2025Q2: 12,983 shares; 2025Q3: 12,618 shares 12,618 $1.06M 0.21% -365 Timeline CWB 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: 16,832 shares; 2024Q4: 10,832 shares; 2025Q1: 11,574 shares; 2025Q2: 11,635 shares; 2025Q3: 11,487 shares 11,487 $1.04M 0.2% -148 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: 8,166 shares; 2024Q4: 7,847 shares; 2025Q1: 8,021 shares; 2025Q2: 8,120 shares; 2025Q3: 8,019 shares 8,019 $1.03M 0.2% -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: 4,620 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares 4,622 $997K 0.19% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,971 shares 9,971 $997K 0.19% 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: 12,024 shares; 2024Q4: 11,864 shares; 2025Q1: 12,259 shares; 2025Q2: 12,251 shares; 2025Q3: 12,693 shares 12,693 $974K 0.19% +442 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 13,427 shares; 2025Q1: 13,254 shares; 2025Q2: 13,275 shares; 2025Q3: 13,261 shares 13,261 $949K 0.18% -14 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: 7,965 shares; 2024Q4: 7,970 shares; 2025Q1: 8,018 shares; 2025Q2: 7,263 shares; 2025Q3: 7,275 shares 7,275 $945K 0.18% +12 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $937K 0.18% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,491 shares; 2025Q1: 3,401 shares; 2025Q2: 3,438 shares; 2025Q3: 3,455 shares 3,455 $923K 0.18% +17 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,549 shares; 2025Q1: 12,650 shares; 2025Q2: 12,808 shares; 2025Q3: 12,838 shares 12,838 $911K 0.18% +30 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,547 shares; 2024Q4: 10,490 shares; 2025Q1: 10,581 shares; 2025Q2: 10,531 shares; 2025Q3: 10,554 shares 10,554 $886K 0.17% +23 Timeline PFF 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: 26,588 shares; 2024Q4: 23,870 shares; 2025Q1: 25,668 shares; 2025Q2: 27,233 shares; 2025Q3: 27,443 shares 27,443 $868K 0.17% +210 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: 7,961 shares; 2024Q4: 7,871 shares; 2025Q1: 7,688 shares; 2025Q2: 7,713 shares; 2025Q3: 7,669 shares 7,669 $865K 0.17% -44 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: 13,443 shares; 2024Q4: 13,519 shares; 2025Q1: 13,543 shares; 2025Q2: 14,006 shares; 2025Q3: 14,031 shares 14,031 $841K 0.16% +25 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: 2,260 shares; 2025Q1: 2,286 shares; 2025Q2: 2,359 shares; 2025Q3: 7,400 shares 7,400 $821K 0.16% +5,041 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: 3,588 shares; 2024Q4: 3,455 shares; 2025Q1: 3,309 shares; 2025Q2: 3,241 shares; 2025Q3: 3,791 shares 3,791 $818K 0.16% +550 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,909 shares; 2025Q1: 6,983 shares; 2025Q2: 10,519 shares; 2025Q3: 8,839 shares 8,839 $793K 0.15% -1,680 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,606 shares; 2025Q1: 6,574 shares; 2025Q2: 6,500 shares; 2025Q3: 7,576 shares 7,576 $758K 0.15% +1,076 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 3,154 shares; 2025Q1: 3,166 shares; 2025Q2: 3,176 shares; 2025Q3: 3,182 shares 3,182 $754K 0.15% +6 Timeline DFAC 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: 18,332 shares; 2024Q4: 18,330 shares; 2025Q1: 18,761 shares; 2025Q2: 19,376 shares; 2025Q3: 19,332 shares 19,332 $746K 0.14% -44 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: 3,817 shares; 2024Q4: 4,131 shares; 2025Q1: 4,180 shares; 2025Q2: 3,847 shares; 2025Q3: 3,837 shares 3,837 $733K 0.14% -10 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 24,829 shares; 2025Q1: 24,648 shares; 2025Q2: 25,299 shares; 2025Q3: 25,262 shares 25,262 $727K 0.14% -37 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,750 shares; 2025Q1: 1,749 shares; 2025Q2: 1,759 shares; 2025Q3: 1,760 shares 1,760 $713K 0.14% +1 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: 7,473 shares; 2025Q2: 7,439 shares; 2025Q3: 8,501 shares 8,501 $708K 0.14% +1,062 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,927 shares; 2024Q4: 16,274 shares; 2025Q1: 16,767 shares; 2025Q2: 13,579 shares; 2025Q3: 13,927 shares 13,927 $704K 0.14% +348 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: 2,457 shares; 2024Q4: 2,423 shares; 2025Q1: 2,403 shares; 2025Q2: 2,397 shares; 2025Q3: 2,398 shares 2,398 $677K 0.13% +1 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $670K 0.13% 0 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: 36,780 shares; 2024Q4: 36,063 shares; 2025Q1: 35,202 shares; 2025Q2: 34,825 shares; 2025Q3: 34,682 shares 34,682 $668K 0.13% -143 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: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares 1,860 $661K 0.13% 0 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,650 shares; 2024Q4: 211,640 shares; 2025Q1: 211,640 shares; 2025Q2: 211,533 shares; 2025Q3: 211,619 shares 211,619 $648K 0.13% +86 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,099 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,130 shares 2,130 $641K 0.12% +8 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,919 shares; 2024Q4: 39,992 shares; 2025Q1: 39,701 shares; 2025Q2: 39,583 shares; 2025Q3: 39,583 shares 39,583 $631K 0.12% 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: 10,713 shares; 2024Q4: 10,223 shares; 2025Q1: 10,233 shares; 2025Q2: 11,005 shares; 2025Q3: 11,316 shares 11,316 $631K 0.12% +311 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,761 shares; 2024Q4: 7,538 shares; 2025Q1: 4,932 shares; 2025Q2: 4,789 shares; 2025Q3: 5,180 shares 5,180 $627K 0.12% +391 Timeline RPG 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: 13,045 shares; 2024Q4: 13,045 shares; 2025Q1: 13,045 shares; 2025Q2: 13,045 shares; 2025Q3: 13,045 shares 13,045 $623K 0.12% 0 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: 12,385 shares; 2024Q4: 12,091 shares; 2025Q1: 11,817 shares; 2025Q2: 11,632 shares; 2025Q3: 11,173 shares 11,173 $620K 0.12% -459 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,870 shares; 2024Q4: 15,461 shares; 2025Q1: 15,421 shares; 2025Q2: 15,093 shares; 2025Q3: 15,115 shares 15,115 $620K 0.12% +22 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,089 shares; 2025Q1: 2,187 shares; 2025Q2: 2,838 shares; 2025Q3: 2,930 shares 2,930 $618K 0.12% +92 BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 7,115 shares 7,115 $602K 0.12% new 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: 1,063 shares; 2024Q4: 1,056 shares; 2025Q1: 1,046 shares; 2025Q2: 1,039 shares; 2025Q3: 1,040 shares 1,040 $592K 0.11% +1 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: 37,127 shares; 2024Q4: 36,422 shares; 2025Q1: 35,759 shares; 2025Q2: 35,383 shares; 2025Q3: 35,127 shares 35,127 $588K 0.11% -256 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: 5,923 shares; 2024Q4: 5,820 shares; 2025Q1: 5,743 shares; 2025Q2: 5,710 shares; 2025Q3: 5,695 shares 5,695 $587K 0.11% -15 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 5,229 shares 5,229 $587K 0.11% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 6,198 shares; 2025Q1: 6,200 shares; 2025Q2: 6,212 shares; 2025Q3: 6,212 shares 6,212 $580K 0.11% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,968 shares; 2024Q4: 19,954 shares; 2025Q1: 20,147 shares; 2025Q2: 20,158 shares; 2025Q3: 20,168 shares 20,168 $563K 0.11% +10 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: 2,380 shares; 2024Q4: 2,317 shares; 2025Q1: 2,300 shares; 2025Q2: 2,305 shares; 2025Q3: 2,430 shares 2,430 $563K 0.11% +125 Timeline 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: 50,869 shares; 2024Q4: 51,132 shares; 2025Q1: 52,195 shares; 2025Q2: 52,364 shares; 2025Q3: 53,176 shares 53,176 $557K 0.11% +812 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,331 shares; 2025Q1: 3,363 shares; 2025Q2: 3,367 shares; 2025Q3: 3,327 shares 3,327 $553K 0.11% -40 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: 9,220 shares; 2024Q4: 9,122 shares; 2025Q1: 9,241 shares; 2025Q2: 9,241 shares; 2025Q3: 9,332 shares 9,332 $553K 0.11% +91 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: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares 8,400 $548K 0.11% 0 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: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares 6,231 $498K 0.1% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 18,035 shares; 2025Q1: 18,179 shares; 2025Q2: 18,049 shares; 2025Q3: 17,902 shares 17,902 $467K 0.09% -147 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 17,808 shares; 2025Q1: 17,854 shares; 2025Q2: 17,898 shares; 2025Q3: 17,941 shares 17,941 $461K 0.09% +43 Timeline BOND 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: 6,675 shares; 2024Q4: 7,350 shares; 2025Q1: 6,845 shares; 2025Q2: 5,001 shares; 2025Q3: 4,909 shares 4,909 $458K 0.09% -92 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 10,364 shares; 2025Q3: 10,394 shares 10,394 $457K 0.09% +30 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: 3,647 shares; 2024Q4: 3,598 shares; 2025Q1: 3,429 shares; 2025Q2: 3,432 shares; 2025Q3: 2,924 shares 2,924 $454K 0.09% -508 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE 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: not reported; 2025Q1: not reported; 2025Q2: 28,176 shares; 2025Q3: 28,176 shares 28,176 $436K 0.08% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,606 shares; 2024Q4: 7,071 shares; 2025Q1: 7,170 shares; 2025Q2: 7,175 shares; 2025Q3: 7,004 shares 7,004 $418K 0.08% -171 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: 2,924 shares; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares 2,924 $416K 0.08% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 4,751 shares; 2025Q2: 4,840 shares; 2025Q3: 4,858 shares 4,858 $405K 0.08% +18 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: 2,997 shares; 2024Q4: 2,976 shares; 2025Q1: 2,985 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares 3,010 $403K 0.08% 0 Timeline DFAS 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: 5,828 shares; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: 5,769 shares; 2025Q3: 5,769 shares 5,769 $395K 0.08% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,648 shares; 2025Q2: 8,419 shares; 2025Q3: 8,316 shares 8,316 $393K 0.08% -103 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,569 shares; 2025Q1: 4,557 shares; 2025Q2: 4,504 shares; 2025Q3: 4,522 shares 4,522 $389K 0.08% +18 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,248 shares 3,248 $386K 0.07% -1 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 5,022 shares; 2025Q2: 4,792 shares; 2025Q3: 5,209 shares 5,209 $385K 0.07% +417 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: 13,520 shares; 2024Q4: 13,238 shares; 2025Q1: 13,271 shares; 2025Q2: 13,290 shares; 2025Q3: 13,255 shares 13,255 $374K 0.07% -35 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,566 shares; 2025Q1: 6,750 shares; 2025Q2: 6,780 shares; 2025Q3: 6,942 shares 6,942 $368K 0.07% +162 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: 447 shares; 2024Q4: 14,595 shares; 2025Q1: 612 shares; 2025Q2: 611 shares; 2025Q3: 611 shares 611 $367K 0.07% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 1,751 shares 1,751 $366K 0.07% +16 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: 5,557 shares; 2024Q4: 5,492 shares; 2025Q1: 5,484 shares; 2025Q2: 5,517 shares; 2025Q3: 5,496 shares 5,496 $364K 0.07% -21 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: 10,587 shares; 2024Q4: 11,088 shares; 2025Q1: 11,265 shares; 2025Q2: 10,475 shares; 2025Q3: 10,574 shares 10,574 $364K 0.07% +99 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: 1,739 shares; 2024Q4: 1,732 shares; 2025Q1: 1,698 shares; 2025Q2: 1,780 shares; 2025Q3: 1,777 shares 1,777 $364K 0.07% -3 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: 2,225 shares; 2024Q4: 2,202 shares; 2025Q1: 2,205 shares; 2025Q2: 2,193 shares; 2025Q3: 2,209 shares 2,209 $357K 0.07% +16 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: 1,106 shares; 2024Q4: 1,071 shares; 2025Q1: 1,042 shares; 2025Q2: 954 shares; 2025Q3: 1,030 shares 1,030 $356K 0.07% +76 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: 3,547 shares; 2024Q4: 4,368 shares; 2025Q1: 4,524 shares; 2025Q2: 4,654 shares; 2025Q3: 4,814 shares 4,814 $350K 0.07% +160 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 16,162 shares; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: 1,913 shares 1,913 $349K 0.07% +134 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,106 shares; 2025Q1: 7,426 shares; 2025Q2: 7,442 shares; 2025Q3: 7,256 shares 7,256 $347K 0.07% -186 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,221 shares; 2025Q1: 1,218 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares 1,234 $345K 0.07% 0 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: 557 shares; 2025Q3: 557 shares 557 $342K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,586 shares; 2025Q2: 3,598 shares; 2025Q3: 3,758 shares 3,758 $342K 0.07% +160 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 16,604 shares; 2025Q1: 16,563 shares; 2025Q2: 16,542 shares; 2025Q3: 16,316 shares 16,316 $337K 0.07% -226 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: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares 6,288 $336K 0.06% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 7,950 shares; 2025Q1: 7,846 shares; 2025Q2: 8,224 shares; 2025Q3: 8,272 shares 8,272 $334K 0.06% +48 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: 1,660 shares; 2024Q4: 1,849 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,889 shares 1,889 $330K 0.06% +11 Timeline SCHF 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: 6,704 shares; 2024Q4: 13,843 shares; 2025Q1: 13,843 shares; 2025Q2: 13,932 shares; 2025Q3: 13,932 shares 13,932 $324K 0.06% 0 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: 1,064 shares; 2024Q4: 1,050 shares; 2025Q1: 1,059 shares; 2025Q2: 1,063 shares; 2025Q3: 1,065 shares 1,065 $324K 0.06% +2 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: 692 shares; 2024Q4: 687 shares; 2025Q1: 683 shares; 2025Q2: 659 shares; 2025Q3: 666 shares 666 $323K 0.06% +7 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 934 shares; 2025Q3: 930 shares 930 $321K 0.06% -4 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,947 shares; 2025Q1: 3,014 shares; 2025Q2: 3,093 shares; 2025Q3: 3,156 shares 3,156 $319K 0.06% +63 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 402 shares; 2025Q2: 402 shares; 2025Q3: 454 shares 454 $317K 0.06% +52 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: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 866 shares 866 $317K 0.06% -2 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 832 shares; 2025Q1: 841 shares; 2025Q2: 844 shares; 2025Q3: 843 shares 843 $315K 0.06% -1 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 621 shares; 2025Q1: 623 shares; 2025Q2: 636 shares; 2025Q3: 639 shares 639 $310K 0.06% +3 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: 452 shares; 2024Q4: 445 shares; 2025Q1: 456 shares; 2025Q2: 451 shares; 2025Q3: 451 shares 451 $308K 0.06% 0 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: 1,312 shares; 2024Q4: 1,303 shares; 2025Q1: 1,317 shares; 2025Q2: 1,300 shares; 2025Q3: 1,299 shares 1,299 $307K 0.06% -1 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: 831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 927 shares 927 $305K 0.06% -2 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,261 shares; 2024Q4: 44,538 shares; 2025Q1: 44,980 shares; 2025Q2: 44,832 shares; 2025Q3: 45,507 shares 45,507 $305K 0.06% +675 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: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,304 shares; 2025Q2: 3,306 shares; 2025Q3: 3,307 shares 3,307 $302K 0.06% +1 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: 5,918 shares; 2024Q4: 5,899 shares; 2025Q1: 5,793 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares 5,817 $300K 0.06% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,231 shares; 2025Q1: 6,387 shares; 2025Q2: 6,612 shares; 2025Q3: 6,905 shares 6,905 $298K 0.06% +293 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,414 shares; 2025Q3: 8,412 shares 8,412 $298K 0.06% -2 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares 2,771 $290K 0.06% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 2,725 shares; 2025Q2: 2,624 shares; 2025Q3: 2,493 shares 2,493 $287K 0.06% -131 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625 shares 1,625 $283K 0.05% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 23,000 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares 18,500 $278K 0.05% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,895 shares 1,895 $276K 0.05% 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: 1,462 shares; 2024Q4: 1,456 shares; 2025Q1: 1,500 shares; 2025Q2: 1,499 shares; 2025Q3: 1,497 shares 1,497 $275K 0.05% -2 Timeline ICSH 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: 5,769 shares; 2024Q4: 5,345 shares; 2025Q1: 5,348 shares; 2025Q2: 5,353 shares; 2025Q3: 5,358 shares 5,358 $272K 0.05% +5 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares 3,045 $271K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,553 shares; 2025Q2: 2,630 shares; 2025Q3: 2,740 shares 2,740 $268K 0.05% +110 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,707 shares; 2025Q1: 3,571 shares; 2025Q2: 3,646 shares; 2025Q3: 3,643 shares 3,643 $267K 0.05% -3 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,180 shares 6,180 $267K 0.05% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,535 shares; 2025Q1: 3,473 shares; 2025Q2: 3,424 shares; 2025Q3: 3,429 shares 3,429 $267K 0.05% +5 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: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 956 shares; 2025Q3: 943 shares 943 $266K 0.05% -13 Timeline SCHE 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: 7,697 shares; 2024Q4: 7,916 shares; 2025Q1: 7,916 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares 7,925 $264K 0.05% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,227 shares; 2025Q1: 4,311 shares; 2025Q2: 3,717 shares; 2025Q3: 3,954 shares 3,954 $261K 0.05% +237 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,640 shares; 2025Q1: 1,527 shares; 2025Q2: 1,314 shares; 2025Q3: 1,282 shares 1,282 $260K 0.05% -32 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 314 shares 314 $259K 0.05% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 3,801 shares; 2025Q3: 3,982 shares 3,982 $253K 0.05% +181 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 859 shares; 2025Q2: 927 shares; 2025Q3: 901 shares 901 $253K 0.05% -26 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,087 shares; 2025Q2: 3,181 shares; 2025Q3: 3,295 shares 3,295 $252K 0.05% +114 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,282 shares; 2025Q3: 1,350 shares 1,350 $252K 0.05% +68 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL 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: 1,731 shares; 2025Q3: 1,795 shares 1,795 $252K 0.05% +64 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT 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: 3,200 shares; 2025Q2: 2,963 shares; 2025Q3: 2,991 shares 2,991 $249K 0.05% +28 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 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: 489 shares; 2025Q1: 538 shares; 2025Q2: 563 shares; 2025Q3: 563 shares 563 $246K 0.05% 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: 554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 515 shares 515 $246K 0.05% -3 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 2,543 shares; 2025Q3: 2,547 shares 2,547 $244K 0.05% +4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares 1,448 $242K 0.05% new Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 892 shares; 2025Q1: 966 shares; 2025Q2: 978 shares; 2025Q3: 989 shares 989 $242K 0.05% +11 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 915 shares; 2025Q1: 922 shares; 2025Q2: 963 shares; 2025Q3: 926 shares 926 $240K 0.05% -37 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,113 shares 4,113 $237K 0.05% new 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: 1,147 shares; 2024Q4: 1,141 shares; 2025Q1: 1,132 shares; 2025Q2: 1,126 shares; 2025Q3: 1,123 shares 1,123 $236K 0.05% -3 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: 3,839 shares; 2024Q4: 3,792 shares; 2025Q1: 3,684 shares; 2025Q2: 3,753 shares; 2025Q3: 3,902 shares 3,902 $236K 0.05% +149 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,799 shares; 2025Q1: 2,796 shares; 2025Q2: 2,801 shares; 2025Q3: 2,780 shares 2,780 $235K 0.05% -21 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 1,920 shares 1,920 $235K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 3,445 shares 3,445 $233K 0.05% +103 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,836 shares 2,836 $233K 0.04% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares 797 $233K 0.04% new 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: 6,067 shares; 2024Q4: 5,874 shares; 2025Q1: 5,512 shares; 2025Q2: 5,644 shares; 2025Q3: 5,277 shares 5,277 $232K 0.04% -367 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: 800 shares; 2024Q4: 789 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 790 shares 790 $232K 0.04% -4 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 1,361 shares 1,361 $232K 0.04% new 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: 541 shares 541 $230K 0.04% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 912 shares; 2025Q1: 845 shares; 2025Q2: 788 shares; 2025Q3: 770 shares 770 $230K 0.04% -18 Timeline SE SEA LTD More: the full row for SEA 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: 1,264 shares; 2025Q3: 1,268 shares 1,268 $227K 0.04% +4 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS 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: 1,246 shares; 2025Q3: 1,152 shares 1,152 $226K 0.04% -94 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: 3,109 shares; 2024Q4: 3,078 shares; 2025Q1: 3,006 shares; 2025Q2: 2,949 shares; 2025Q3: 2,976 shares 2,976 $225K 0.04% +27 Timeline 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: not reported; 2024Q4: 9,999 shares; 2025Q1: not reported; 2025Q2: 9,849 shares; 2025Q3: 9,900 shares 9,900 $224K 0.04% +51 Timeline DFUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares 3,087 $224K 0.04% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,410 shares 6,410 $222K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 711 shares 711 $222K 0.04% -1 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares 3,320 $220K 0.04% new 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: 458 shares; 2024Q4: not reported; 2025Q1: 457 shares; 2025Q2: 463 shares; 2025Q3: 464 shares 464 $220K 0.04% +1 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,677 shares; 2024Q4: 42,437 shares; 2025Q1: 46,795 shares; 2025Q2: 47,587 shares; 2025Q3: 48,433 shares 48,433 $220K 0.04% +846 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: 1,892 shares; 2024Q4: 2,026 shares; 2025Q1: 2,016 shares; 2025Q2: 1,922 shares; 2025Q3: 1,905 shares 1,905 $218K 0.04% -17 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,009 shares 18,009 $218K 0.04% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,601 shares; 2024Q4: 44,812 shares; 2025Q1: 29,265 shares; 2025Q2: 29,340 shares; 2025Q3: 35,453 shares 35,453 $217K 0.04% +6,113 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 967 shares 967 $215K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares 1,280 $214K 0.04% new Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 2,990 shares 2,990 $213K 0.04% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 2,041 shares 2,041 $212K 0.04% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,101 shares 2,101 $212K 0.04% new Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 682 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares 610 $212K 0.04% new Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,394 shares 5,394 $212K 0.04% new Timeline IX ORIX CORP More: the full row for ORIX 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: 8,077 shares 8,077 $211K 0.04% new Timeline NPO ENPRO INC More: the full row for ENPRO 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: 923 shares 923 $209K 0.04% new Timeline MLRG 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: 2,248 shares 2,248 $208K 0.04% new 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: 1,645 shares; 2024Q4: 1,584 shares; 2025Q1: 1,548 shares; 2025Q2: not reported; 2025Q3: 1,477 shares 1,477 $207K 0.04% new Timeline RDN RADIAN GROUP INC More: the full row for RADIAN 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: 5,679 shares; 2025Q3: 5,709 shares 5,709 $207K 0.04% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares 1,455 $207K 0.04% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,074 shares; 2024Q4: 21,632 shares; 2025Q1: 22,265 shares; 2025Q2: 22,873 shares; 2025Q3: 22,953 shares 22,953 $204K 0.04% +80 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: 3,436 shares; 2024Q4: not reported; 2025Q1: 3,307 shares; 2025Q2: 3,477 shares; 2025Q3: 3,423 shares 3,423 $204K 0.04% -54 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares 255 $203K 0.04% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,100 shares; 2025Q1: 1,065 shares; 2025Q2: 1,054 shares; 2025Q3: 1,056 shares 1,056 $203K 0.04% +2 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE 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: 7,491 shares 7,491 $202K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares 1,386 $202K 0.04% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: not reported; 2025Q3: 2,778 shares 2,778 $201K 0.04% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 6,673 shares; 2025Q3: 6,637 shares 6,637 $201K 0.04% -36 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 1,748 shares 1,748 $200K 0.04% +9 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 10,896 shares 10,896 $188K 0.04% +278 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 11,840 shares; 2025Q1: 11,685 shares; 2025Q2: 12,604 shares; 2025Q3: 12,711 shares 12,711 $186K 0.04% +107 Timeline CUSHMAN & WAKEFIELD UK HOLDC CUSHMAN & WAKEFIELD UK HOLDC More: the full row for CUSHMAN & WAKEFIELD UK HOLDC 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: 10,426 shares; 2025Q3: 10,918 shares 10,918 $174K 0.03% +492 AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,815 shares; 2024Q4: 22,708 shares; 2025Q1: 21,566 shares; 2025Q2: 21,291 shares; 2025Q3: 21,307 shares 21,307 $170K 0.03% +16 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,734 shares; 2025Q1: 11,346 shares; 2025Q2: 11,425 shares; 2025Q3: 11,790 shares 11,790 $167K 0.03% +365 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,629 shares; 2024Q4: 14,845 shares; 2025Q1: 15,227 shares; 2025Q2: 15,496 shares; 2025Q3: 15,551 shares 15,551 $139K 0.03% +55 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,196 shares 10,196 $139K 0.03% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,596 shares; 2025Q3: 11,149 shares 11,149 $139K 0.03% -447 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,099 shares; 2025Q1: 19,345 shares; 2025Q2: 18,593 shares; 2025Q3: 18,567 shares 18,567 $135K 0.03% -26 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,922 shares; 2024Q4: 15,070 shares; 2025Q1: 15,149 shares; 2025Q2: not reported; 2025Q3: 12,556 shares 12,556 $134K 0.03% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,678 shares; 2024Q4: 43,175 shares; 2025Q1: 59,850 shares; 2025Q2: 10,185 shares; 2025Q3: 10,962 shares 10,962 $134K 0.03% +777 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,617 shares; 2024Q4: 26,225 shares; 2025Q1: 26,791 shares; 2025Q2: 27,747 shares; 2025Q3: 26,241 shares 26,241 $126K 0.02% -1,506 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,484 shares; 2025Q1: 11,706 shares; 2025Q2: 12,352 shares; 2025Q3: 11,580 shares 11,580 $126K 0.02% -772 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 14,059 shares; 2025Q1: 16,644 shares; 2025Q2: 14,082 shares; 2025Q3: 23,796 shares 23,796 $123K 0.02% +9,714 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,457 shares; 2024Q4: 22,299 shares; 2025Q1: 27,823 shares; 2025Q2: 25,370 shares; 2025Q3: 24,259 shares 24,259 $123K 0.02% -1,111 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,508 shares 10,508 $99.4K 0.02% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN 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: 16,484 shares; 2025Q2: 13,275 shares; 2025Q3: 16,618 shares 16,618 $94.9K 0.02% +3,343 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,059 shares; 2024Q4: 18,797 shares; 2025Q1: 18,005 shares; 2025Q2: 17,863 shares; 2025Q3: 18,362 shares 18,362 $93.3K 0.02% +499 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,811 shares; 2025Q1: 11,692 shares; 2025Q2: 11,575 shares; 2025Q3: 11,246 shares 11,246 $93K 0.02% -329 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 16,422 shares; 2025Q1: 16,281 shares; 2025Q2: 15,135 shares; 2025Q3: 16,333 shares 16,333 $85.6K 0.02% +1,198 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 10,339 shares; 2025Q1: 11,252 shares; 2025Q2: 11,989 shares; 2025Q3: 11,981 shares 11,981 $72.1K 0.01% -8 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 12,169 shares; 2025Q1: 12,362 shares; 2025Q2: 11,590 shares; 2025Q3: 10,708 shares 10,708 $70.6K 0.01% -882 JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,880 shares; 2024Q4: 18,526 shares; 2025Q1: 14,331 shares; 2025Q2: 10,713 shares; 2025Q3: 11,517 shares 11,517 $56.7K 0.01% +804 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 11,744 shares; 2025Q1: 11,984 shares; 2025Q2: 13,043 shares; 2025Q3: 12,451 shares 12,451 $51.9K 0.01% -592 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL 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: 10,671 shares; 2025Q3: 12,011 shares 12,011 $46.5K 0.01% +1,340 Timeline