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: 127,500 shares; 2024Q4: 132,805 shares; 2025Q1: 136,161 shares; 2025Q2: 138,179 shares; 2025Q3: 138,768 shares 138,768 $45.5M 9.61% +589 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,151 shares; 2024Q4: 215,624 shares; 2025Q1: 232,056 shares; 2025Q2: 267,846 shares; 2025Q3: 295,309 shares 295,309 $23.1M 4.87% +27,463 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,034 shares; 2025Q1: 126,947 shares; 2025Q2: 165,459 shares; 2025Q3: 182,700 shares 182,700 $18.6M 3.93% +17,241 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 15,247 shares; 2025Q1: 17,539 shares; 2025Q2: 21,589 shares; 2025Q3: 29,050 shares 29,050 $17.8M 3.75% +7,461 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,910 shares; 2025Q3: 165,232 shares 165,232 $16.6M 3.5% +160,322 Timeline EUSB 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: 366,103 shares; 2024Q4: 373,926 shares; 2025Q1: 369,911 shares; 2025Q2: 330,494 shares; 2025Q3: 345,073 shares 345,073 $15.2M 3.2% +14,579 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,504 shares; 2024Q4: 249,158 shares; 2025Q1: 240,290 shares; 2025Q2: 261,013 shares; 2025Q3: 137,196 shares 137,196 $14.6M 3.08% -123,817 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,583 shares; 2024Q4: 104,694 shares; 2025Q1: 151,811 shares; 2025Q2: 259,468 shares; 2025Q3: 310,963 shares 310,963 $13.3M 2.81% +51,495 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: 2,491 shares; 2024Q4: 3,291 shares; 2025Q1: 5,976 shares; 2025Q2: 19,143 shares; 2025Q3: 18,988 shares 18,988 $12.6M 2.67% -155 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: 167,823 shares; 2024Q4: 170,033 shares; 2025Q1: 167,421 shares; 2025Q2: 167,698 shares; 2025Q3: 167,718 shares 167,718 $12M 2.53% +20 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: 60,715 shares; 2024Q4: 63,109 shares; 2025Q1: 54,580 shares; 2025Q2: 57,603 shares; 2025Q3: 59,169 shares 59,169 $11M 2.33% +1,566 Timeline DFSB 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: 212,910 shares; 2025Q1: 196,625 shares; 2025Q2: 186,511 shares; 2025Q3: 204,486 shares 204,486 $10.9M 2.3% +17,975 Timeline 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: 16,071 shares; 2024Q4: 78,262 shares; 2025Q1: 98,330 shares; 2025Q2: 112,707 shares; 2025Q3: 119,967 shares 119,967 $8.73M 1.84% +7,260 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,698 shares; 2025Q1: 6,095 shares; 2025Q2: 14,412 shares; 2025Q3: 14,137 shares 14,137 $8.43M 1.78% -275 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: 13,961 shares; 2024Q4: 14,543 shares; 2025Q1: 13,606 shares; 2025Q2: 16,108 shares; 2025Q3: 15,853 shares 15,853 $8.21M 1.73% -255 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: 25,283 shares; 2024Q4: 30,471 shares; 2025Q1: 28,776 shares; 2025Q2: 29,574 shares; 2025Q3: 31,430 shares 31,430 $8M 1.69% +1,856 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: not reported; 2024Q4: 126,553 shares; 2025Q1: 131,199 shares; 2025Q2: 152,532 shares; 2025Q3: 160,619 shares 160,619 $7.94M 1.68% +8,087 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,670 shares; 2025Q3: 166,890 shares 166,890 $7.61M 1.6% +93,220 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,611 shares; 2025Q1: 84,957 shares; 2025Q2: 91,533 shares; 2025Q3: 134,431 shares 134,431 $6.75M 1.42% +42,898 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,541 shares; 2025Q3: 114,701 shares 114,701 $6.29M 1.33% +100,160 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 12,739 shares; 2025Q1: 13,065 shares; 2025Q2: 12,179 shares; 2025Q3: 12,095 shares 12,095 $5.8M 1.22% -84 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,404 shares; 2025Q1: 118,609 shares; 2025Q2: 112,730 shares; 2025Q3: 118,074 shares 118,074 $5.68M 1.2% +5,344 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,083 shares; 2024Q4: 75,013 shares; 2025Q1: 94,529 shares; 2025Q2: 101,521 shares; 2025Q3: 107,969 shares 107,969 $5.46M 1.15% +6,448 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,250 shares; 2025Q2: 102,218 shares; 2025Q3: 104,401 shares 104,401 $4.84M 1.02% +2,183 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,099 shares; 2024Q4: 80,153 shares; 2025Q1: 72,872 shares; 2025Q2: 109,597 shares; 2025Q3: 136,789 shares 136,789 $4.66M 0.98% +27,192 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,039 shares; 2025Q2: 70,234 shares; 2025Q3: 91,704 shares 91,704 $4.36M 0.92% +21,470 Timeline SUSB 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: 150,436 shares; 2024Q4: 153,715 shares; 2025Q1: 163,512 shares; 2025Q2: 155,199 shares; 2025Q3: 158,687 shares 158,687 $4.02M 0.85% +3,488 Timeline IQSM NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,938 shares; 2024Q4: 44,485 shares; 2025Q1: 49,435 shares; 2025Q2: 77,010 shares; 2025Q3: 115,933 shares 115,933 $3.93M 0.83% +38,923 Timeline ISTB 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: 50,127 shares; 2024Q4: 60,809 shares; 2025Q1: 61,785 shares; 2025Q2: 72,102 shares; 2025Q3: 79,333 shares 79,333 $3.87M 0.82% +7,231 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,637 shares; 2024Q4: 22,124 shares; 2025Q1: 22,429 shares; 2025Q2: 20,749 shares; 2025Q3: 20,685 shares 20,685 $3.86M 0.81% -64 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,049 shares; 2025Q1: 123,814 shares; 2025Q2: 129,666 shares; 2025Q3: 140,047 shares 140,047 $3.77M 0.8% +10,381 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,914 shares; 2024Q4: 31,947 shares; 2025Q1: 34,088 shares; 2025Q2: 41,702 shares; 2025Q3: 56,331 shares 56,331 $3.68M 0.78% +14,629 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: 11,295 shares; 2024Q4: 11,812 shares; 2025Q1: 10,956 shares; 2025Q2: 11,159 shares; 2025Q3: 10,935 shares 10,935 $3.61M 0.76% -224 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,250 shares; 2025Q1: 83,870 shares; 2025Q2: 54,443 shares; 2025Q3: 68,890 shares 68,890 $3.48M 0.73% +14,447 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,904 shares; 2025Q1: 358,863 shares; 2025Q2: 276,894 shares; 2025Q3: 138,099 shares 138,099 $3.19M 0.67% -138,795 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 12,190 shares; 2025Q1: 28,514 shares; 2025Q2: 41,190 shares; 2025Q3: 65,328 shares 65,328 $3.06M 0.65% +24,138 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 14,225 shares; 2025Q1: 19,456 shares; 2025Q2: 26,797 shares; 2025Q3: 66,438 shares 66,438 $2.96M 0.62% +39,641 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 49,864 shares; 2025Q1: 53,080 shares; 2025Q2: 100,330 shares; 2025Q3: 116,046 shares 116,046 $2.75M 0.58% +15,716 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: 13,832 shares; 2024Q4: 16,245 shares; 2025Q1: 11,969 shares; 2025Q2: 12,878 shares; 2025Q3: 11,561 shares 11,561 $2.54M 0.54% -1,317 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 8,591 shares; 2025Q1: 32,314 shares; 2025Q2: 44,572 shares; 2025Q3: 33,355 shares 33,355 $2.32M 0.49% -11,217 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 12,877 shares; 2025Q1: 11,919 shares; 2025Q2: 10,675 shares; 2025Q3: 10,847 shares 10,847 $2.26M 0.48% +172 Timeline AVLC 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: not reported; 2025Q2: 28,636 shares; 2025Q3: 25,638 shares 25,638 $1.96M 0.41% -2,998 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: not reported; 2024Q4: 22,512 shares; 2025Q1: 23,604 shares; 2025Q2: 27,027 shares; 2025Q3: 29,232 shares 29,232 $1.96M 0.41% +2,205 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: 2,741 shares; 2024Q4: 3,393 shares; 2025Q1: 3,257 shares; 2025Q2: 3,200 shares; 2025Q3: 3,231 shares 3,231 $1.94M 0.41% +31 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,665 shares; 2025Q1: 4,881 shares; 2025Q2: 5,144 shares; 2025Q3: 6,145 shares 6,145 $1.94M 0.41% +1,001 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: 4,637 shares; 2024Q4: 4,782 shares; 2025Q1: 4,638 shares; 2025Q2: 4,314 shares; 2025Q3: 4,671 shares 4,671 $1.89M 0.4% +357 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: 22,220 shares; 2024Q4: 14,293 shares; 2025Q1: 127,293 shares; 2025Q2: 184,335 shares; 2025Q3: 36,597 shares 36,597 $1.83M 0.39% -147,738 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,332 shares; 2025Q1: 63,308 shares; 2025Q2: 72,496 shares; 2025Q3: 73,771 shares 73,771 $1.77M 0.37% +1,275 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: 4,923 shares; 2024Q4: 5,990 shares; 2025Q1: 6,150 shares; 2025Q2: 6,313 shares; 2025Q3: 7,083 shares 7,083 $1.72M 0.36% +770 Timeline EFIV 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: 58,381 shares; 2024Q4: 64,183 shares; 2025Q1: 82,845 shares; 2025Q2: 93,522 shares; 2025Q3: 26,454 shares 26,454 $1.68M 0.35% -67,068 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: 7,174 shares; 2024Q4: 7,118 shares; 2025Q1: 6,338 shares; 2025Q2: 5,877 shares; 2025Q3: 5,943 shares 5,943 $1.66M 0.35% +66 Timeline ESML 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: 11,485 shares; 2024Q4: 11,957 shares; 2025Q1: 11,819 shares; 2025Q2: 16,716 shares; 2025Q3: 35,832 shares 35,832 $1.62M 0.34% +19,116 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: 1,703 shares; 2024Q4: 1,844 shares; 2025Q1: 1,714 shares; 2025Q2: 2,489 shares; 2025Q3: 2,163 shares 2,163 $1.59M 0.34% -326 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,194 shares; 2025Q1: 2,573 shares; 2025Q2: 2,445 shares; 2025Q3: 2,738 shares 2,738 $1.56M 0.33% +293 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: 3,399 shares; 2024Q4: 4,215 shares; 2025Q1: 4,931 shares; 2025Q2: 4,932 shares; 2025Q3: 4,508 shares 4,508 $1.54M 0.32% -424 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,999 shares; 2025Q1: 3,891 shares; 2025Q2: 3,727 shares; 2025Q3: 3,571 shares 3,571 $1.51M 0.32% -156 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: 12,032 shares; 2024Q4: 11,741 shares; 2025Q1: 9,369 shares; 2025Q2: 8,731 shares; 2025Q3: 8,394 shares 8,394 $1.47M 0.31% -337 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: 5,610 shares; 2024Q4: 6,265 shares; 2025Q1: 5,783 shares; 2025Q2: 5,104 shares; 2025Q3: 5,040 shares 5,040 $1.42M 0.3% -64 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,083 shares; 2024Q4: 3,166 shares; 2025Q1: 4,432 shares; 2025Q2: 3,376 shares; 2025Q3: 12,297 shares 12,297 $1.4M 0.3% +8,921 Timeline IXUS 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: 18,235 shares; 2024Q4: 18,237 shares; 2025Q1: 18,141 shares; 2025Q2: 16,873 shares; 2025Q3: 16,510 shares 16,510 $1.36M 0.29% -363 Timeline HYXF 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: 13,031 shares; 2025Q1: 20,315 shares; 2025Q2: 22,666 shares; 2025Q3: 27,995 shares 27,995 $1.33M 0.28% +5,329 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: 1,369 shares; 2024Q4: 1,484 shares; 2025Q1: 1,497 shares; 2025Q2: 1,481 shares; 2025Q3: 1,426 shares 1,426 $1.32M 0.28% -55 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: 3,953 shares; 2024Q4: 4,016 shares; 2025Q1: 3,732 shares; 2025Q2: 3,458 shares; 2025Q3: 3,347 shares 3,347 $1.25M 0.26% -111 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,167 shares; 2024Q4: 12,126 shares; 2025Q1: 12,570 shares; 2025Q2: 10,600 shares; 2025Q3: 15,896 shares 15,896 $1.25M 0.26% +5,296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,225 shares; 2025Q3: 12,081 shares 12,081 $1.22M 0.26% -8,144 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 23,235 shares 23,235 $1.18M 0.25% +18,330 Timeline ESGV 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: 9,735 shares; 2024Q4: 9,735 shares; 2025Q1: 9,735 shares; 2025Q2: 9,735 shares; 2025Q3: 9,735 shares 9,735 $1.15M 0.24% 0 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: 9,612 shares; 2025Q1: 8,684 shares; 2025Q2: 8,081 shares; 2025Q3: 7,878 shares 7,878 $1.15M 0.24% -203 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,832 shares; 2025Q1: 1,711 shares; 2025Q2: 2,596 shares; 2025Q3: 2,572 shares 2,572 $1.14M 0.24% -24 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,064 shares; 2025Q1: 8,101 shares; 2025Q2: 7,445 shares; 2025Q3: 7,180 shares 7,180 $1.13M 0.24% -265 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: 2,990 shares; 2024Q4: 4,168 shares; 2025Q1: 4,503 shares; 2025Q2: 3,933 shares; 2025Q3: 4,628 shares 4,628 $1.13M 0.24% +695 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 19,227 shares 19,227 $1.1M 0.23% +11,267 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: 4,358 shares; 2024Q4: 6,503 shares; 2025Q1: 5,834 shares; 2025Q2: 7,116 shares; 2025Q3: 9,147 shares 9,147 $1.09M 0.23% +2,031 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,245 shares; 2025Q1: 5,034 shares; 2025Q2: 5,018 shares; 2025Q3: 4,896 shares 4,896 $1.06M 0.22% -122 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: 753 shares; 2024Q4: 801 shares; 2025Q1: 891 shares; 2025Q2: 957 shares; 2025Q3: 882 shares 882 $1.06M 0.22% -75 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,646 shares; 2025Q1: 1,617 shares; 2025Q2: 1,398 shares; 2025Q3: 1,381 shares 1,381 $1.05M 0.22% -17 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,954 shares; 2025Q1: 8,616 shares; 2025Q2: 7,752 shares; 2025Q3: 7,736 shares 7,736 $1.04M 0.22% -16 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: 10,573 shares; 2024Q4: 8,365 shares; 2025Q1: 6,884 shares; 2025Q2: 7,968 shares; 2025Q3: 9,953 shares 9,953 $1.03M 0.22% +1,985 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,411 shares; 2024Q4: 8,017 shares; 2025Q1: 7,678 shares; 2025Q2: 7,099 shares; 2025Q3: 7,086 shares 7,086 $1.02M 0.22% -13 Timeline URTH 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: not reported; 2024Q4: not reported; 2025Q1: 5,663 shares; 2025Q2: 9,433 shares; 2025Q3: 5,570 shares 5,570 $1.01M 0.21% -3,863 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,291 shares; 2025Q1: 1,370 shares; 2025Q2: 1,894 shares; 2025Q3: 1,741 shares 1,741 $984K 0.21% -153 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,552 shares; 2025Q3: 35,850 shares 35,850 $979K 0.21% +1,298 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: 4,083 shares; 2024Q4: 4,080 shares; 2025Q1: 3,971 shares; 2025Q2: 3,761 shares; 2025Q3: 3,635 shares 3,635 $943K 0.2% -126 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,896 shares; 2025Q1: 1,944 shares; 2025Q2: 1,991 shares; 2025Q3: 1,928 shares 1,928 $938K 0.2% -63 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares 11,700 $917K 0.19% 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: 1,337 shares; 2024Q4: 1,341 shares; 2025Q1: 1,395 shares; 2025Q2: 1,707 shares; 2025Q3: 1,848 shares 1,848 $878K 0.19% +141 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,772 shares; 2025Q1: 3,559 shares; 2025Q2: 2,793 shares; 2025Q3: 3,257 shares 3,257 $819K 0.17% +464 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,752 shares; 2025Q1: 3,535 shares; 2025Q2: 3,360 shares; 2025Q3: 3,249 shares 3,249 $800K 0.17% -111 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,865 shares; 2025Q1: 10,059 shares; 2025Q2: 9,305 shares; 2025Q3: 9,046 shares 9,046 $800K 0.17% -259 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: 5,759 shares; 2024Q4: 5,657 shares; 2025Q1: 5,528 shares; 2025Q2: 4,716 shares; 2025Q3: 4,521 shares 4,521 $752K 0.16% -195 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,638 shares; 2025Q1: 1,843 shares; 2025Q2: 1,856 shares; 2025Q3: 1,478 shares 1,478 $743K 0.16% -378 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 511 shares; 2025Q1: 701 shares; 2025Q2: 689 shares; 2025Q3: 677 shares 677 $730K 0.15% -12 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: 4,959 shares; 2024Q4: 5,220 shares; 2025Q1: 4,999 shares; 2025Q2: 5,427 shares; 2025Q3: 5,547 shares 5,547 $711K 0.15% +120 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: 2,879 shares; 2024Q4: 2,820 shares; 2025Q1: 2,875 shares; 2025Q2: 2,623 shares; 2025Q3: 2,405 shares 2,405 $706K 0.15% -218 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: 1,618 shares; 2024Q4: 1,833 shares; 2025Q1: 1,686 shares; 2025Q2: 1,996 shares; 2025Q3: 2,283 shares 2,283 $687K 0.14% +287 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,317 shares; 2025Q1: 3,591 shares; 2025Q2: 3,348 shares; 2025Q3: 3,392 shares 3,392 $684K 0.14% +44 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,261 shares; 2025Q1: 1,552 shares; 2025Q2: 1,436 shares; 2025Q3: 1,435 shares 1,435 $684K 0.14% -1 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 9,830 shares; 2025Q1: 9,537 shares; 2025Q2: 8,656 shares; 2025Q3: 8,704 shares 8,704 $660K 0.14% +48 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: 2,831 shares; 2024Q4: 3,018 shares; 2025Q1: 2,616 shares; 2025Q2: 2,691 shares; 2025Q3: 2,335 shares 2,335 $659K 0.14% -356 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 999 shares; 2025Q1: 882 shares; 2025Q2: 779 shares; 2025Q3: 673 shares 673 $641K 0.14% -106 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: 765 shares; 2024Q4: 701 shares; 2025Q1: 624 shares; 2025Q2: 519 shares; 2025Q3: 626 shares 626 $606K 0.13% +107 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,865 shares; 2025Q1: 3,064 shares; 2025Q2: 2,926 shares; 2025Q3: 2,946 shares 2,946 $603K 0.13% +20 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: 5,578 shares; 2024Q4: 5,494 shares; 2025Q1: 6,009 shares; 2025Q2: 5,333 shares; 2025Q3: 4,995 shares 4,995 $572K 0.12% -338 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,682 shares; 2025Q1: 1,448 shares; 2025Q2: 1,308 shares; 2025Q3: 1,346 shares 1,346 $564K 0.12% +38 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: 8,218 shares; 2024Q4: 8,551 shares; 2025Q1: 8,115 shares; 2025Q2: 7,808 shares; 2025Q3: 7,326 shares 7,326 $561K 0.12% -482 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 4,590 shares; 2025Q1: 4,903 shares; 2025Q2: 5,618 shares; 2025Q3: 5,179 shares 5,179 $561K 0.12% -439 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: 15,441 shares; 2024Q4: 14,806 shares; 2025Q1: 15,490 shares; 2025Q2: 13,232 shares; 2025Q3: 12,612 shares 12,612 $554K 0.12% -620 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 503 shares; 2025Q1: 480 shares; 2025Q2: 470 shares; 2025Q3: 575 shares 575 $549K 0.12% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,427 shares 5,427 $540K 0.11% +1,400 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: 9,442 shares; 2024Q4: 11,223 shares; 2025Q1: 9,270 shares; 2025Q2: 9,566 shares; 2025Q3: 10,461 shares 10,461 $540K 0.11% +895 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,923 shares; 2025Q1: 5,329 shares; 2025Q2: 6,379 shares; 2025Q3: 6,492 shares 6,492 $538K 0.11% +113 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: 10,486 shares; 2024Q4: 9,457 shares; 2025Q1: 8,234 shares; 2025Q2: 8,227 shares; 2025Q3: 8,061 shares 8,061 $535K 0.11% -166 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 916 shares; 2025Q1: 943 shares; 2025Q2: 976 shares; 2025Q3: 1,490 shares 1,490 $530K 0.11% +514 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: 2,142 shares; 2024Q4: 2,331 shares; 2025Q1: 2,225 shares; 2025Q2: 2,503 shares; 2025Q3: 1,962 shares 1,962 $524K 0.11% -541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,474 shares; 2025Q3: 5,854 shares 5,854 $521K 0.11% +380 Timeline AVMV 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: not reported; 2025Q2: 8,047 shares; 2025Q3: 7,537 shares 7,537 $519K 0.11% -510 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,978 shares; 2025Q1: 2,005 shares; 2025Q2: 2,447 shares; 2025Q3: 2,240 shares 2,240 $514K 0.11% -207 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 5,765 shares; 2025Q1: 5,952 shares; 2025Q2: 5,380 shares; 2025Q3: 6,129 shares 6,129 $505K 0.11% +749 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: 484 shares; 2024Q4: 557 shares; 2025Q1: 473 shares; 2025Q2: 578 shares; 2025Q3: 631 shares 631 $503K 0.11% +53 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: 2,001 shares; 2024Q4: 1,711 shares; 2025Q1: 1,415 shares; 2025Q2: 760 shares; 2025Q3: 1,033 shares 1,033 $501K 0.11% +273 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 13,314 shares; 2025Q1: 15,900 shares; 2025Q2: 15,336 shares; 2025Q3: 14,439 shares 14,439 $499K 0.11% -897 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 2,384 shares; 2025Q1: 3,043 shares; 2025Q2: 2,105 shares; 2025Q3: 3,804 shares 3,804 $490K 0.1% +1,699 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,993 shares; 2025Q1: 4,697 shares; 2025Q2: 4,512 shares; 2025Q3: 4,349 shares 4,349 $490K 0.1% -163 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: 2,639 shares; 2024Q4: 15,718 shares; 2025Q1: 17,077 shares; 2025Q2: 18,879 shares; 2025Q3: 16,996 shares 16,996 $489K 0.1% -1,883 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 475 shares; 2025Q1: 403 shares; 2025Q2: 4,916 shares; 2025Q3: 4,534 shares 4,534 $489K 0.1% -382 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,821 shares 5,821 $488K 0.1% 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: 4,831 shares; 2024Q4: 3,595 shares; 2025Q1: 3,414 shares; 2025Q2: 2,601 shares; 2025Q3: 3,442 shares 3,442 $483K 0.1% +841 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: 7,000 shares; 2024Q4: 7,853 shares; 2025Q1: 7,514 shares; 2025Q2: 7,580 shares; 2025Q3: 6,875 shares 6,875 $470K 0.1% -705 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,621 shares; 2024Q4: 11,963 shares; 2025Q1: 15,297 shares; 2025Q2: 15,645 shares; 2025Q3: 15,308 shares 15,308 $470K 0.1% -337 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: 7,487 shares; 2024Q4: 7,708 shares; 2025Q1: 7,039 shares; 2025Q2: 5,535 shares; 2025Q3: 5,659 shares 5,659 $464K 0.1% +124 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 5,997 shares; 2025Q1: 6,485 shares; 2025Q2: 6,505 shares; 2025Q3: 6,487 shares 6,487 $462K 0.1% -18 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: 30,828 shares; 2024Q4: 28,404 shares; 2025Q1: 27,326 shares; 2025Q2: 27,903 shares; 2025Q3: 28,136 shares 28,136 $448K 0.09% +233 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,155 shares 10,155 $438K 0.09% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,481 shares; 2025Q1: 3,207 shares; 2025Q2: 3,023 shares; 2025Q3: 2,838 shares 2,838 $436K 0.09% -185 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,646 shares; 2025Q1: 1,645 shares; 2025Q2: 6,443 shares; 2025Q3: 6,323 shares 6,323 $435K 0.09% -120 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: 4,032 shares; 2025Q3: 4,602 shares 4,602 $432K 0.09% +570 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,552 shares; 2024Q4: 11,679 shares; 2025Q1: 11,577 shares; 2025Q2: 8,923 shares; 2025Q3: 8,921 shares 8,921 $430K 0.09% -2 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: 3,362 shares; 2024Q4: 4,179 shares; 2025Q1: 3,771 shares; 2025Q2: 4,115 shares; 2025Q3: 4,027 shares 4,027 $419K 0.09% -88 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: 22,385 shares; 2024Q4: 25,299 shares; 2025Q1: 25,928 shares; 2025Q2: 24,092 shares; 2025Q3: 25,019 shares 25,019 $419K 0.09% +927 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 5,058 shares; 2025Q1: not reported; 2025Q2: 3,714 shares; 2025Q3: 4,243 shares 4,243 $419K 0.09% +529 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,257 shares; 2024Q4: 9,094 shares; 2025Q1: 11,289 shares; 2025Q2: 9,699 shares; 2025Q3: 9,295 shares 9,295 $418K 0.09% -404 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,662 shares; 2025Q1: 2,811 shares; 2025Q2: 2,388 shares; 2025Q3: 2,377 shares 2,377 $416K 0.09% -11 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: 1,435 shares; 2024Q4: 1,585 shares; 2025Q1: 1,632 shares; 2025Q2: 1,370 shares; 2025Q3: 1,388 shares 1,388 $414K 0.09% +18 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: 2,211 shares; 2024Q4: 2,173 shares; 2025Q1: 2,097 shares; 2025Q2: 2,468 shares; 2025Q3: 2,431 shares 2,431 $407K 0.09% -37 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 4,055 shares; 2025Q1: 2,948 shares; 2025Q2: 2,139 shares; 2025Q3: 2,051 shares 2,051 $407K 0.09% -88 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,162 shares 3,162 $403K 0.09% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 5,858 shares; 2025Q1: 4,761 shares; 2025Q2: 3,790 shares; 2025Q3: 3,654 shares 3,654 $402K 0.08% -136 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,199 shares; 2025Q1: 2,124 shares; 2025Q2: 1,786 shares; 2025Q3: 1,391 shares 1,391 $401K 0.08% -395 Timeline ACM AECOM More: the full row for AECOM 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: 2,428 shares; 2025Q2: 3,049 shares; 2025Q3: 3,011 shares 3,011 $393K 0.08% -38 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,464 shares; 2025Q2: 3,441 shares; 2025Q3: 3,502 shares 3,502 $392K 0.08% +61 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,676 shares; 2025Q1: 3,678 shares; 2025Q2: 3,087 shares; 2025Q3: 2,909 shares 2,909 $388K 0.08% -178 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 3,591 shares; 2025Q1: 3,562 shares; 2025Q2: 4,447 shares; 2025Q3: 4,412 shares 4,412 $385K 0.08% -35 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: 5,107 shares; 2024Q4: 4,678 shares; 2025Q1: 2,120 shares; 2025Q2: 2,218 shares; 2025Q3: 2,341 shares 2,341 $379K 0.08% +123 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: 7,055 shares; 2024Q4: 6,781 shares; 2025Q1: 5,379 shares; 2025Q2: 5,056 shares; 2025Q3: 4,948 shares 4,948 $374K 0.08% -108 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: 2,061 shares; 2024Q4: 1,964 shares; 2025Q1: 1,642 shares; 2025Q2: 1,598 shares; 2025Q3: 1,607 shares 1,607 $372K 0.08% +9 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,605 shares; 2025Q1: 1,631 shares; 2025Q2: 1,456 shares; 2025Q3: 1,332 shares 1,332 $370K 0.08% -124 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,711 shares; 2025Q1: 4,339 shares; 2025Q2: 4,498 shares; 2025Q3: 4,364 shares 4,364 $368K 0.08% -134 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,938 shares; 2025Q1: 7,301 shares; 2025Q2: 6,315 shares; 2025Q3: 5,459 shares 5,459 $366K 0.08% -856 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,474 shares; 2025Q1: 4,562 shares; 2025Q2: 3,697 shares; 2025Q3: 3,400 shares 3,400 $362K 0.08% -297 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,941 shares; 2024Q4: 189,941 shares; 2025Q1: 189,941 shares; 2025Q2: 223,767 shares; 2025Q3: 258,306 shares 258,306 $362K 0.08% +34,539 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,912 shares; 2025Q1: 8,214 shares; 2025Q2: 8,222 shares; 2025Q3: 7,108 shares 7,108 $361K 0.08% -1,114 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,106 shares; 2025Q3: 9,725 shares 9,725 $353K 0.07% +619 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 6,129 shares; 2025Q1: 5,604 shares; 2025Q2: 5,804 shares; 2025Q3: 5,897 shares 5,897 $350K 0.07% +93 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: 2,113 shares; 2024Q4: 1,848 shares; 2025Q1: 1,603 shares; 2025Q2: 1,604 shares; 2025Q3: 1,870 shares 1,870 $347K 0.07% +266 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: 4,454 shares; 2024Q4: 4,424 shares; 2025Q1: 3,765 shares; 2025Q2: 4,385 shares; 2025Q3: 4,097 shares 4,097 $343K 0.07% -288 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 2,065 shares; 2025Q1: 1,852 shares; 2025Q2: 1,606 shares; 2025Q3: 1,438 shares 1,438 $341K 0.07% -168 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: 4,798 shares; 2024Q4: 5,248 shares; 2025Q1: 5,785 shares; 2025Q2: 5,259 shares; 2025Q3: 4,973 shares 4,973 $336K 0.07% -286 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,221 shares; 2024Q4: 13,350 shares; 2025Q1: 13,195 shares; 2025Q2: 12,964 shares; 2025Q3: 11,699 shares 11,699 $330K 0.07% -1,265 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,647 shares; 2025Q1: 1,749 shares; 2025Q2: 1,736 shares; 2025Q3: 1,646 shares 1,646 $330K 0.07% -90 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: 29,774 shares; 2024Q4: 29,333 shares; 2025Q1: 28,803 shares; 2025Q2: 32,055 shares; 2025Q3: 30,726 shares 30,726 $322K 0.07% -1,329 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,382 shares; 2024Q4: 9,771 shares; 2025Q1: 14,198 shares; 2025Q2: 10,243 shares; 2025Q3: 11,497 shares 11,497 $321K 0.07% +1,254 PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: 1,968 shares; 2025Q2: 2,223 shares; 2025Q3: 1,970 shares 1,970 $320K 0.07% -253 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812 shares; 2025Q3: 2,261 shares 2,261 $317K 0.07% +449 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,128 shares; 2025Q1: 1,657 shares; 2025Q2: 2,001 shares; 2025Q3: 2,224 shares 2,224 $315K 0.07% +223 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,482 shares 2,482 $300K 0.06% +184 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: 1,293 shares; 2024Q4: 989 shares; 2025Q1: 1,316 shares; 2025Q2: 983 shares; 2025Q3: 958 shares 958 $299K 0.06% -25 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: 4,056 shares; 2024Q4: 4,398 shares; 2025Q1: 4,911 shares; 2025Q2: 4,717 shares; 2025Q3: 3,838 shares 3,838 $299K 0.06% -879 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,022 shares 3,022 $298K 0.06% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares 2,144 $296K 0.06% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 5,395 shares 5,395 $295K 0.06% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,456 shares; 2025Q1: 2,254 shares; 2025Q2: 1,967 shares; 2025Q3: 1,749 shares 1,749 $295K 0.06% -218 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,849 shares; 2025Q1: 1,602 shares; 2025Q2: 891 shares; 2025Q3: 851 shares 851 $294K 0.06% -40 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 4,556 shares; 2025Q1: 3,701 shares; 2025Q2: 3,160 shares; 2025Q3: 2,996 shares 2,996 $292K 0.06% -164 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,414 shares 2,414 $292K 0.06% +207 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 2,674 shares 2,674 $288K 0.06% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,295 shares; 2025Q1: 2,067 shares; 2025Q2: 1,822 shares; 2025Q3: 1,164 shares 1,164 $287K 0.06% -658 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 5,690 shares 5,690 $285K 0.06% new 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: 2,628 shares; 2024Q4: 2,484 shares; 2025Q1: 2,138 shares; 2025Q2: 2,341 shares; 2025Q3: 2,488 shares 2,488 $285K 0.06% +147 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 7,325 shares; 2025Q1: 6,357 shares; 2025Q2: 6,195 shares; 2025Q3: 4,962 shares 4,962 $285K 0.06% -1,233 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: 15,796 shares; 2024Q4: 14,493 shares; 2025Q1: 14,372 shares; 2025Q2: 14,956 shares; 2025Q3: 14,564 shares 14,564 $280K 0.06% -392 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: 953 shares; 2024Q4: 1,064 shares; 2025Q1: 984 shares; 2025Q2: 973 shares; 2025Q3: 919 shares 919 $279K 0.06% -54 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 1,079 shares; 2025Q3: 1,017 shares 1,017 $275K 0.06% -62 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,385 shares; 2025Q1: 1,324 shares; 2025Q2: 1,298 shares; 2025Q3: 1,065 shares 1,065 $270K 0.06% -233 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,612 shares; 2025Q1: 1,365 shares; 2025Q2: 1,017 shares; 2025Q3: 1,053 shares 1,053 $268K 0.06% +36 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 6,300 shares 6,300 $265K 0.06% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 1,323 shares; 2025Q3: 1,143 shares 1,143 $263K 0.06% -180 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD 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: 2,253 shares; 2025Q3: 1,831 shares 1,831 $263K 0.06% -422 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,296 shares; 2025Q1: 4,227 shares; 2025Q2: 3,092 shares; 2025Q3: 3,151 shares 3,151 $261K 0.06% +59 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 14,832 shares; 2025Q1: 14,015 shares; 2025Q2: 10,019 shares; 2025Q3: 9,130 shares 9,130 $258K 0.05% -889 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,805 shares; 2025Q1: 2,967 shares; 2025Q2: 3,223 shares; 2025Q3: 2,640 shares 2,640 $255K 0.05% -583 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,696 shares; 2025Q1: 1,302 shares; 2025Q2: 1,192 shares; 2025Q3: 765 shares 765 $252K 0.05% -427 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,320 shares; 2025Q1: 1,067 shares; 2025Q2: 948 shares; 2025Q3: 886 shares 886 $250K 0.05% -62 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: 302 shares 302 $249K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,611 shares; 2025Q1: 1,240 shares; 2025Q2: 875 shares; 2025Q3: 1,120 shares 1,120 $247K 0.05% +245 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,419 shares; 2025Q3: 3,974 shares 3,974 $246K 0.05% +555 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,042 shares; 2025Q1: 938 shares; 2025Q2: 835 shares; 2025Q3: 885 shares 885 $242K 0.05% +50 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,177 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares 1,172 $242K 0.05% 0 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: 5,598 shares 5,598 $242K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,630 shares; 2024Q4: 11,263 shares; 2025Q1: 9,157 shares; 2025Q2: 9,295 shares; 2025Q3: 9,296 shares 9,296 $237K 0.05% +1 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 758 shares 758 $235K 0.05% new 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: 1,138 shares; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 704 shares 704 $234K 0.05% +24 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,233 shares; 2025Q1: 1,280 shares; 2025Q2: not reported; 2025Q3: 990 shares 990 $234K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares 1,279 $233K 0.05% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,941 shares 4,941 $232K 0.05% new 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: 2,219 shares; 2025Q2: 3,121 shares; 2025Q3: 2,790 shares 2,790 $232K 0.05% -331 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 739 shares 739 $232K 0.05% -24 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: 2,267 shares; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 2,271 shares 2,271 $230K 0.05% -126 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: 1,917 shares; 2024Q4: 2,052 shares; 2025Q1: 1,776 shares; 2025Q2: 1,881 shares; 2025Q3: 1,713 shares 1,713 $229K 0.05% -168 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: 508 shares; 2024Q4: 541 shares; 2025Q1: 440 shares; 2025Q2: 491 shares; 2025Q3: 332 shares 332 $226K 0.05% -159 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares 1,817 $225K 0.05% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 8,012 shares; 2025Q1: 8,636 shares; 2025Q2: 6,999 shares; 2025Q3: 5,636 shares 5,636 $225K 0.05% -1,363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,726 shares; 2025Q3: 3,164 shares 3,164 $225K 0.05% -562 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: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,290 shares 2,290 $224K 0.05% -34 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,875 shares; 2025Q1: 3,157 shares; 2025Q2: 2,608 shares; 2025Q3: 2,679 shares 2,679 $223K 0.05% +71 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: 681 shares; 2024Q4: 684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares 466 $222K 0.05% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,041 shares; 2025Q1: 989 shares; 2025Q2: 931 shares; 2025Q3: 742 shares 742 $222K 0.05% -189 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,523 shares; 2025Q3: 1,265 shares 1,265 $222K 0.05% -258 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 633 shares; 2025Q1: 813 shares; 2025Q2: 630 shares; 2025Q3: 619 shares 619 $221K 0.05% -11 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: 1,024 shares; 2024Q4: 1,170 shares; 2025Q1: 1,349 shares; 2025Q2: 1,246 shares; 2025Q3: 774 shares 774 $217K 0.05% -472 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares 626 $216K 0.05% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 2,743 shares; 2025Q1: 2,207 shares; 2025Q2: not reported; 2025Q3: 1,677 shares 1,677 $215K 0.05% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,186 shares; 2025Q1: 12,422 shares; 2025Q2: not reported; 2025Q3: 10,550 shares 10,550 $213K 0.04% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,636 shares 1,636 $213K 0.04% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares 4,812 $212K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,646 shares 3,646 $211K 0.04% new Timeline MBNE SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,235 shares 7,235 $211K 0.04% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 5,566 shares; 2025Q1: 6,532 shares; 2025Q2: 6,797 shares; 2025Q3: 4,159 shares 4,159 $210K 0.04% -2,638 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares 321 $208K 0.04% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 4,307 shares; 2025Q1: 3,873 shares; 2025Q2: 3,401 shares; 2025Q3: 3,263 shares 3,263 $207K 0.04% -138 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 639 shares; 2025Q3: 447 shares 447 $204K 0.04% -192 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 753 shares; 2025Q1: 798 shares; 2025Q2: 680 shares; 2025Q3: 578 shares 578 $204K 0.04% -102 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares 629 $204K 0.04% 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: 1,038 shares; 2024Q4: 1,115 shares; 2025Q1: 1,593 shares; 2025Q2: 1,400 shares; 2025Q3: 1,106 shares 1,106 $203K 0.04% -294 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 959 shares 959 $202K 0.04% new 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: 21,485 shares; 2024Q4: 23,133 shares; 2025Q1: 24,154 shares; 2025Q2: 22,884 shares; 2025Q3: 20,700 shares 20,700 $186K 0.04% -2,184 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 13,929 shares; 2025Q1: 14,238 shares; 2025Q2: 12,734 shares; 2025Q3: 11,434 shares 11,434 $162K 0.03% -1,300 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: 21,909 shares; 2024Q4: 19,678 shares; 2025Q1: 17,578 shares; 2025Q2: 15,387 shares; 2025Q3: 14,456 shares 14,456 $105K 0.02% -931 Timeline BTG B2GOLD CORP More: the full row for B2GOLD 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: 15,649 shares; 2025Q3: 20,607 shares 20,607 $102K 0.02% +4,958 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: not reported; 2024Q4: 10,540 shares; 2025Q1: 10,320 shares; 2025Q2: 12,237 shares; 2025Q3: 13,475 shares 13,475 $90.3K 0.02% +1,238 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,086 shares 11,086 $49.2K 0.01% new Timeline