SMRI 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: 7,621,858 shares; 2024Q4: 6,580,666 shares; 2025Q1: 7,496,219 shares; 2025Q2: 7,654,401 shares; 2025Q3: 13,016,659 shares 13,016,659 $451M 26.67% +5,362,258 Timeline RNIN 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: 3,874,628 shares; 2025Q3: 4,392,161 shares 4,392,161 $120M 7.1% +517,533 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: 170,038 shares; 2024Q4: 168,115 shares; 2025Q1: 166,696 shares; 2025Q2: 167,536 shares; 2025Q3: 169,103 shares 169,103 $104M 6.13% +1,567 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: 1,145,664 shares; 2024Q4: 950,795 shares; 2025Q1: 952,706 shares; 2025Q2: 960,387 shares; 2025Q3: 1,016,515 shares 1,016,515 $60.9M 3.6% +56,128 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: 224,546 shares; 2024Q4: 238,343 shares; 2025Q1: 198,616 shares; 2025Q2: 197,244 shares; 2025Q3: 198,364 shares 198,364 $37M 2.19% +1,120 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: 614,728 shares; 2024Q4: 631,771 shares; 2025Q1: 631,910 shares; 2025Q2: 621,473 shares; 2025Q3: 627,293 shares 627,293 $34M 2.01% +5,820 Timeline ICOW 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: 771,594 shares; 2024Q4: 772,071 shares; 2025Q1: 768,454 shares; 2025Q2: 819,867 shares; 2025Q3: 859,042 shares 859,042 $31.3M 1.85% +39,175 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: 205,459 shares; 2024Q4: 167,373 shares; 2025Q1: 229,167 shares; 2025Q2: 209,735 shares; 2025Q3: 134,989 shares 134,989 $31.3M 1.85% -74,746 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: 54,362 shares; 2024Q4: 54,432 shares; 2025Q1: 53,449 shares; 2025Q2: 52,129 shares; 2025Q3: 57,492 shares 57,492 $29.8M 1.76% +5,363 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: 220,197 shares; 2024Q4: 156,825 shares; 2025Q1: 196,471 shares; 2025Q2: 186,142 shares; 2025Q3: 150,031 shares 150,031 $28M 1.66% -36,111 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: 33,327 shares; 2024Q4: 32,809 shares; 2025Q1: 31,050 shares; 2025Q2: 27,100 shares; 2025Q3: 34,364 shares 34,364 $25.2M 1.49% +7,264 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: 57,560 shares; 2024Q4: 57,593 shares; 2025Q1: 51,167 shares; 2025Q2: 51,668 shares; 2025Q3: 53,514 shares 53,514 $23.8M 1.41% +1,846 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: 229,697 shares; 2024Q4: 216,075 shares; 2025Q1: 240,652 shares; 2025Q2: 232,524 shares; 2025Q3: 171,789 shares 171,789 $23M 1.36% -60,735 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,324 shares; 2024Q4: 232,166 shares; 2025Q1: 515,368 shares; 2025Q2: 536,518 shares; 2025Q3: 538,942 shares 538,942 $20.2M 1.2% +2,424 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: 63,666 shares; 2024Q4: 68,109 shares; 2025Q1: 83,908 shares; 2025Q2: 92,814 shares; 2025Q3: 106,322 shares 106,322 $20.2M 1.19% +13,508 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: 69,125 shares; 2024Q4: 59,038 shares; 2025Q1: 52,354 shares; 2025Q2: 68,178 shares; 2025Q3: 78,846 shares 78,846 $20.1M 1.19% +10,668 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,248 shares; 2024Q4: 121,601 shares; 2025Q1: 120,880 shares; 2025Q2: 72,288 shares; 2025Q3: 141,815 shares 141,815 $19.6M 1.16% +69,527 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: 93,992 shares; 2024Q4: 79,596 shares; 2025Q1: 77,760 shares; 2025Q2: 77,354 shares; 2025Q3: 86,644 shares 86,644 $19M 1.13% +9,290 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: 38,032 shares; 2024Q4: 30,746 shares; 2025Q1: 30,313 shares; 2025Q2: 28,176 shares; 2025Q3: 28,557 shares 28,557 $19M 1.13% +381 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: 68,283 shares; 2024Q4: 66,391 shares; 2025Q1: 69,715 shares; 2025Q2: 69,884 shares; 2025Q3: 66,666 shares 66,666 $16.2M 0.96% -3,218 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 16,605 shares; 2025Q1: 36,350 shares; 2025Q2: 43,678 shares; 2025Q3: 62,393 shares 62,393 $15.4M 0.91% +18,715 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: 70,688 shares; 2024Q4: 69,517 shares; 2025Q1: 73,166 shares; 2025Q2: 71,801 shares; 2025Q3: 63,085 shares 63,085 $15.3M 0.91% -8,716 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,965 shares; 2024Q4: 54,570 shares; 2025Q1: 54,107 shares; 2025Q2: 52,629 shares; 2025Q3: 52,572 shares 52,572 $14.8M 0.88% -57 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: 89,171 shares; 2024Q4: 120,612 shares; 2025Q1: 125,502 shares; 2025Q2: 67,945 shares; 2025Q3: 68,290 shares 68,290 $11.9M 0.71% +345 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: 42,253 shares; 2024Q4: 42,882 shares; 2025Q1: 40,359 shares; 2025Q2: 39,631 shares; 2025Q3: 40,461 shares 40,461 $11.4M 0.67% +830 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: 10,313 shares; 2024Q4: 10,132 shares; 2025Q1: 9,422 shares; 2025Q2: 9,177 shares; 2025Q3: 9,348 shares 9,348 $11.2M 0.66% +171 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: 124,639 shares; 2024Q4: 127,795 shares; 2025Q1: 136,478 shares; 2025Q2: 54,869 shares; 2025Q3: 53,357 shares 53,357 $11.1M 0.66% -1,512 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: 30,509 shares; 2024Q4: 30,292 shares; 2025Q1: 29,196 shares; 2025Q2: 28,910 shares; 2025Q3: 29,580 shares 29,580 $10.1M 0.6% +670 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: 7,658 shares; 2024Q4: 7,350 shares; 2025Q1: 8,863 shares; 2025Q2: 13,550 shares; 2025Q3: 16,597 shares 16,597 $9.96M 0.59% +3,047 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: 26,755 shares; 2024Q4: 26,745 shares; 2025Q1: 26,737 shares; 2025Q2: 26,737 shares; 2025Q3: 27,155 shares 27,155 $9.92M 0.59% +418 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,042 shares; 2024Q4: 57,693 shares; 2025Q1: 57,355 shares; 2025Q2: 62,984 shares; 2025Q3: 81,511 shares 81,511 $8.76M 0.52% +18,527 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: 106,263 shares; 2024Q4: 104,461 shares; 2025Q1: 114,217 shares; 2025Q2: 149,449 shares; 2025Q3: 171,278 shares 171,278 $8.67M 0.51% +21,829 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: 36,067 shares; 2024Q4: 37,546 shares; 2025Q1: 37,005 shares; 2025Q2: 36,851 shares; 2025Q3: 36,892 shares 36,892 $7.96M 0.47% +41 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: 71,283 shares; 2024Q4: 70,483 shares; 2025Q1: 70,473 shares; 2025Q2: 70,473 shares; 2025Q3: 71,051 shares 71,051 $6.63M 0.39% +578 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: 16,896 shares; 2024Q4: 16,975 shares; 2025Q1: 17,839 shares; 2025Q2: 17,733 shares; 2025Q3: 17,873 shares 17,873 $6.35M 0.38% +140 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 28,356 shares; 2025Q1: 26,676 shares; 2025Q2: 27,781 shares; 2025Q3: 29,276 shares 29,276 $6.28M 0.37% +1,495 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 42,455 shares; 2025Q1: 42,520 shares; 2025Q2: 40,907 shares; 2025Q3: 40,471 shares 40,471 $6.01M 0.36% -436 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: 5,170 shares; 2025Q1: 4,531 shares; 2025Q2: 4,460 shares; 2025Q3: 4,756 shares 4,756 $5.54M 0.33% +296 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: 75,188 shares; 2024Q4: 75,188 shares; 2025Q1: 75,142 shares; 2025Q2: 75,142 shares; 2025Q3: 74,908 shares 74,908 $5.45M 0.32% -234 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 39,870 shares; 2025Q1: 38,726 shares; 2025Q2: 37,637 shares; 2025Q3: 37,200 shares 37,200 $5.18M 0.31% -437 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: 28,436 shares; 2024Q4: 27,510 shares; 2025Q1: 24,893 shares; 2025Q2: 30,047 shares; 2025Q3: 32,928 shares 32,928 $5.11M 0.3% +2,881 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,468 shares; 2024Q4: 526,396 shares; 2025Q1: 526,396 shares; 2025Q2: 526,396 shares; 2025Q3: 96,492 shares 96,492 $5.11M 0.3% -429,904 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: 11,625 shares; 2024Q4: 10,698 shares; 2025Q1: 9,284 shares; 2025Q2: 8,248 shares; 2025Q3: 10,093 shares 10,093 $5.07M 0.3% +1,845 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: 5,340 shares; 2024Q4: 5,239 shares; 2025Q1: 5,399 shares; 2025Q2: 5,031 shares; 2025Q3: 5,360 shares 5,360 $4.96M 0.29% +329 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,858 shares; 2024Q4: 109,216 shares; 2025Q1: 111,083 shares; 2025Q2: 109,274 shares; 2025Q3: 126,986 shares 126,986 $4.95M 0.29% +17,712 Timeline GREK 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: 76,611 shares; 2024Q4: 76,335 shares; 2025Q1: 78,237 shares; 2025Q2: 74,440 shares; 2025Q3: 75,409 shares 75,409 $4.86M 0.29% +969 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 13,494 shares; 2025Q1: 11,399 shares; 2025Q2: 15,219 shares; 2025Q3: 16,084 shares 16,084 $4.83M 0.29% +865 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 816,229 shares 816,229 $4.74M 0.28% new 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: 41,687 shares; 2025Q2: 58,268 shares; 2025Q3: 57,233 shares 57,233 $4.69M 0.28% -1,035 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: 11,357 shares; 2024Q4: 11,480 shares; 2025Q1: 12,557 shares; 2025Q2: 12,838 shares; 2025Q3: 13,314 shares 13,314 $4.49M 0.27% +476 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 33,925 shares; 2025Q1: 27,762 shares; 2025Q2: 39,558 shares; 2025Q3: 44,198 shares 44,198 $4.41M 0.26% +4,640 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: 25,060 shares; 2024Q4: 23,813 shares; 2025Q1: 20,614 shares; 2025Q2: 20,603 shares; 2025Q3: 23,116 shares 23,116 $4.29M 0.25% +2,513 Timeline EPOL 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: 133,052 shares; 2024Q4: 137,889 shares; 2025Q1: 136,291 shares; 2025Q2: 131,741 shares; 2025Q3: 131,755 shares 131,755 $4.24M 0.25% +14 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,745 shares; 2024Q4: 17,752 shares; 2025Q1: 15,101 shares; 2025Q2: 15,060 shares; 2025Q3: 15,490 shares 15,490 $4.22M 0.25% +430 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 8,631 shares; 2025Q1: 8,211 shares; 2025Q2: 8,433 shares; 2025Q3: 8,611 shares 8,611 $4.22M 0.25% +178 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,158 shares; 2024Q4: 69,820 shares; 2025Q1: 67,462 shares; 2025Q2: 61,187 shares; 2025Q3: 62,270 shares 62,270 $4.19M 0.25% +1,083 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,720 shares; 2024Q4: 35,648 shares; 2025Q1: 29,924 shares; 2025Q2: 24,346 shares; 2025Q3: 25,826 shares 25,826 $4.19M 0.25% +1,480 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 12,749 shares; 2025Q1: 12,361 shares; 2025Q2: 12,330 shares; 2025Q3: 12,582 shares 12,582 $4M 0.24% +252 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,388 shares; 2024Q4: 51,325 shares; 2025Q1: 45,289 shares; 2025Q2: 45,212 shares; 2025Q3: 47,022 shares 47,022 $3.98M 0.24% +1,810 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: 42,270 shares; 2024Q4: 41,632 shares; 2025Q1: 39,968 shares; 2025Q2: 33,449 shares; 2025Q3: 33,855 shares 33,855 $3.88M 0.23% +406 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: 48,800 shares; 2024Q4: 44,914 shares; 2025Q1: 37,547 shares; 2025Q2: 37,151 shares; 2025Q3: 40,237 shares 40,237 $3.84M 0.23% +3,086 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: 21,186 shares; 2024Q4: 10,325 shares; 2025Q1: 19,693 shares; 2025Q2: 19,821 shares; 2025Q3: 8,129 shares 8,129 $3.81M 0.23% -11,692 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,794 shares; 2024Q4: 28,770 shares; 2025Q1: 28,759 shares; 2025Q2: 26,490 shares; 2025Q3: 21,754 shares 21,754 $3.64M 0.22% -4,736 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: 22,684 shares; 2024Q4: 21,757 shares; 2025Q1: 18,467 shares; 2025Q2: 18,371 shares; 2025Q3: 19,654 shares 19,654 $3.61M 0.21% +1,283 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: 15,807 shares; 2024Q4: 15,296 shares; 2025Q1: 14,910 shares; 2025Q2: 14,860 shares; 2025Q3: 15,111 shares 15,111 $3.58M 0.21% +251 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 15,612 shares; 2025Q1: 13,226 shares; 2025Q2: 13,103 shares; 2025Q3: 14,484 shares 14,484 $3.58M 0.21% +1,381 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 7,049 shares; 2025Q1: 8,360 shares; 2025Q2: 8,347 shares; 2025Q3: 9,063 shares 9,063 $3.55M 0.21% +716 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: 90,259 shares; 2024Q4: 83,246 shares; 2025Q1: 74,996 shares; 2025Q2: 63,214 shares; 2025Q3: 69,619 shares 69,619 $3.49M 0.21% +6,405 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,466 shares; 2024Q4: 46,768 shares; 2025Q1: 41,106 shares; 2025Q2: 54,627 shares; 2025Q3: 56,647 shares 56,647 $3.47M 0.2% +2,020 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: 6,300 shares; 2024Q4: 5,810 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares 5,810 $3.46M 0.2% 0 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: 15,532 shares; 2024Q4: 14,588 shares; 2025Q1: 12,309 shares; 2025Q2: 12,219 shares; 2025Q3: 13,468 shares 13,468 $3.38M 0.2% +1,249 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: 6,007 shares; 2024Q4: 5,689 shares; 2025Q1: 10,387 shares; 2025Q2: 10,243 shares; 2025Q3: 11,727 shares 11,727 $3.28M 0.19% +1,484 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: 34,104 shares; 2024Q4: 33,437 shares; 2025Q1: 33,441 shares; 2025Q2: 42,657 shares; 2025Q3: 38,664 shares 38,664 $3.18M 0.19% -3,993 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 11,372 shares; 2025Q1: 14,577 shares; 2025Q2: 14,573 shares; 2025Q3: 14,431 shares 14,431 $3.17M 0.19% -142 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: 51,513 shares; 2024Q4: 46,731 shares; 2025Q1: 39,479 shares; 2025Q2: 39,415 shares; 2025Q3: 46,044 shares 46,044 $3.15M 0.19% +6,629 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,400 shares; 2024Q4: 131,400 shares; 2025Q1: 131,376 shares; 2025Q2: 131,376 shares; 2025Q3: 131,300 shares 131,300 $3.11M 0.18% -76 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: 40,887 shares; 2024Q4: 53,944 shares; 2025Q1: 46,833 shares; 2025Q2: 11,511 shares; 2025Q3: 10,598 shares 10,598 $3.11M 0.18% -913 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,303 shares; 2024Q4: 35,208 shares; 2025Q1: 29,721 shares; 2025Q2: 59,334 shares; 2025Q3: 63,343 shares 63,343 $3.11M 0.18% +4,009 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,618 shares; 2025Q1: 4,767 shares; 2025Q2: 4,753 shares; 2025Q3: 4,986 shares 4,986 $3.04M 0.18% +233 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: 5,692 shares; 2024Q4: 12,922 shares; 2025Q1: 13,626 shares; 2025Q2: 15,558 shares; 2025Q3: 16,407 shares 16,407 $2.99M 0.18% +849 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 40,372 shares; 2025Q2: 44,248 shares; 2025Q3: 45,674 shares 45,674 $2.97M 0.18% +1,426 Timeline EWS 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: 62,091 shares; 2025Q1: 105,084 shares; 2025Q2: 102,733 shares; 2025Q3: 102,890 shares 102,890 $2.92M 0.17% +157 Timeline EWX 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: 42,698 shares; 2024Q4: 42,793 shares; 2025Q1: 42,649 shares; 2025Q2: 42,561 shares; 2025Q3: 42,514 shares 42,514 $2.86M 0.17% -47 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,642 shares; 2024Q4: 37,917 shares; 2025Q1: 37,141 shares; 2025Q2: 33,998 shares; 2025Q3: 33,643 shares 33,643 $2.85M 0.17% -355 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: 5,079 shares; 2024Q4: 4,874 shares; 2025Q1: 4,759 shares; 2025Q2: 4,626 shares; 2025Q3: 4,909 shares 4,909 $2.79M 0.17% +283 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: 42,967 shares; 2024Q4: 42,582 shares; 2025Q1: 42,582 shares; 2025Q2: 42,424 shares; 2025Q3: 41,618 shares 41,618 $2.74M 0.16% -806 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 101,650 shares 101,650 $2.69M 0.16% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,764 shares; 2025Q1: 8,164 shares; 2025Q2: 8,209 shares; 2025Q3: 8,925 shares 8,925 $2.67M 0.16% +716 Timeline EWI 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: 53,475 shares; 2024Q4: 54,136 shares; 2025Q1: 53,126 shares; 2025Q2: 49,934 shares; 2025Q3: 49,950 shares 49,950 $2.59M 0.15% +16 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,090 shares; 2024Q4: 42,430 shares; 2025Q1: 35,855 shares; 2025Q2: 35,767 shares; 2025Q3: 38,901 shares 38,901 $2.57M 0.15% +3,134 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: 19,588 shares; 2024Q4: 17,478 shares; 2025Q1: 17,061 shares; 2025Q2: 14,860 shares; 2025Q3: 15,165 shares 15,165 $2.52M 0.15% +305 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 5,864 shares; 2025Q1: 5,856 shares; 2025Q2: 7,282 shares; 2025Q3: 7,697 shares 7,697 $2.48M 0.15% +415 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 20,602 shares; 2025Q1: 17,480 shares; 2025Q2: 17,423 shares; 2025Q3: 19,542 shares 19,542 $2.48M 0.15% +2,119 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: 6,068 shares; 2024Q4: 5,871 shares; 2025Q1: 5,688 shares; 2025Q2: 5,734 shares; 2025Q3: 6,920 shares 6,920 $2.39M 0.14% +1,186 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,448 shares; 2024Q4: 15,546 shares; 2025Q1: 13,114 shares; 2025Q2: 13,082 shares; 2025Q3: 14,756 shares 14,756 $2.33M 0.14% +1,674 Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,203,704 shares; 2025Q3: 1,203,704 shares 1,203,704 $2.3M 0.14% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,095 shares; 2024Q4: 35,926 shares; 2025Q1: 32,875 shares; 2025Q2: 32,832 shares; 2025Q3: 34,758 shares 34,758 $2.29M 0.14% +1,926 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,547 shares; 2025Q1: 3,389 shares; 2025Q2: 3,957 shares; 2025Q3: 3,980 shares 3,980 $2.24M 0.13% +23 Timeline PXH 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: 87,168 shares; 2024Q4: 87,188 shares; 2025Q1: 87,199 shares; 2025Q2: 87,212 shares; 2025Q3: 87,242 shares 87,242 $2.22M 0.13% +30 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,577 shares; 2025Q1: 32,047 shares; 2025Q2: 54,150 shares; 2025Q3: 53,037 shares 53,037 $2.2M 0.13% -1,113 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: 18,458 shares; 2024Q4: 17,789 shares; 2025Q1: 17,543 shares; 2025Q2: 12,834 shares; 2025Q3: 13,049 shares 13,049 $2.2M 0.13% +215 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,769 shares; 2024Q4: 28,770 shares; 2025Q1: 27,726 shares; 2025Q2: 26,952 shares; 2025Q3: 26,700 shares 26,700 $2.09M 0.12% -252 Timeline EIS 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: 22,000 shares; 2025Q2: 20,652 shares; 2025Q3: 20,727 shares 20,727 $2.08M 0.12% +75 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: 14,912 shares; 2024Q4: 14,522 shares; 2025Q1: 9,101 shares; 2025Q2: 11,706 shares; 2025Q3: 22,597 shares 22,597 $2.07M 0.12% +10,891 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: 5,982 shares; 2024Q4: 5,993 shares; 2025Q1: 6,005 shares; 2025Q2: 5,788 shares; 2025Q3: 6,193 shares 6,193 $2.03M 0.12% +405 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,151 shares; 2024Q4: 23,151 shares; 2025Q1: 23,151 shares; 2025Q2: 20,401 shares; 2025Q3: 20,401 shares 20,401 $2.01M 0.12% 0 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: 7,293 shares; 2024Q4: 7,289 shares; 2025Q1: 6,865 shares; 2025Q2: 6,706 shares; 2025Q3: 6,709 shares 6,709 $1.97M 0.12% +3 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: 3,906 shares; 2024Q4: 4,036 shares; 2025Q1: 3,823 shares; 2025Q2: 3,788 shares; 2025Q3: 4,024 shares 4,024 $1.95M 0.12% +236 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,052 shares; 2024Q4: 26,058 shares; 2025Q1: 25,860 shares; 2025Q2: 23,811 shares; 2025Q3: 23,790 shares 23,790 $1.94M 0.11% -21 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: 1,439 shares; 2024Q4: 1,839 shares; 2025Q1: 1,893 shares; 2025Q2: 1,597 shares; 2025Q3: 5,825 shares 5,825 $1.92M 0.11% +4,228 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 8,833 shares; 2025Q1: 8,833 shares; 2025Q2: 8,841 shares; 2025Q3: 8,841 shares 8,841 $1.91M 0.11% 0 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: 24,659 shares; 2024Q4: 23,742 shares; 2025Q1: 23,678 shares; 2025Q2: 15,696 shares; 2025Q3: 15,877 shares 15,877 $1.89M 0.11% +181 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: 2,206 shares; 2024Q4: 2,181 shares; 2025Q1: 2,182 shares; 2025Q2: 2,055 shares; 2025Q3: 5,932 shares 5,932 $1.87M 0.11% +3,877 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: 20,042 shares; 2024Q4: 19,904 shares; 2025Q1: 27,359 shares; 2025Q2: 27,391 shares; 2025Q3: 33,587 shares 33,587 $1.86M 0.11% +6,196 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 3,945 shares; 2025Q1: 3,826 shares; 2025Q2: 3,749 shares; 2025Q3: 4,161 shares 4,161 $1.86M 0.11% +412 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: 13,687 shares; 2024Q4: 13,668 shares; 2025Q1: 13,179 shares; 2025Q2: 13,195 shares; 2025Q3: 13,551 shares 13,551 $1.74M 0.1% +356 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 9,881 shares; 2025Q1: 9,881 shares; 2025Q2: 14,867 shares; 2025Q3: 17,075 shares 17,075 $1.71M 0.1% +2,208 Timeline VGSH 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: 17,372 shares; 2024Q4: 17,372 shares; 2025Q1: 17,805 shares; 2025Q2: 17,741 shares; 2025Q3: 27,759 shares 27,759 $1.63M 0.1% +10,018 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,373 shares; 2024Q4: 33,640 shares; 2025Q1: 33,641 shares; 2025Q2: 33,908 shares; 2025Q3: 8,017 shares 8,017 $1.63M 0.1% -25,891 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,678 shares; 2025Q3: 5,665 shares 5,665 $1.6M 0.09% -13 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 4,525 shares 4,525 $1.58M 0.09% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 18,624 shares; 2025Q1: 16,324 shares; 2025Q2: 16,147 shares; 2025Q3: 15,983 shares 15,983 $1.53M 0.09% -164 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 12,079 shares; 2025Q1: 10,454 shares; 2025Q2: 10,620 shares; 2025Q3: 10,911 shares 10,911 $1.51M 0.09% +291 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 13,315 shares; 2025Q1: 12,887 shares; 2025Q2: 12,705 shares; 2025Q3: 12,245 shares 12,245 $1.5M 0.09% -460 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 4,286 shares; 2025Q1: 4,864 shares; 2025Q2: 3,090 shares; 2025Q3: 2,951 shares 2,951 $1.47M 0.09% -139 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: 34,066 shares; 2024Q4: 31,020 shares; 2025Q1: 24,358 shares; 2025Q2: 24,092 shares; 2025Q3: 28,295 shares 28,295 $1.46M 0.09% +4,203 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 12,287 shares; 2025Q1: 15,042 shares; 2025Q2: 15,064 shares; 2025Q3: 15,062 shares 15,062 $1.45M 0.09% -2 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: 15,685 shares; 2024Q4: 14,187 shares; 2025Q1: 14,859 shares; 2025Q2: 15,092 shares; 2025Q3: 16,526 shares 16,526 $1.44M 0.09% +1,434 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,657 shares; 2024Q4: 47,901 shares; 2025Q1: 47,220 shares; 2025Q2: 17,893 shares; 2025Q3: 18,831 shares 18,831 $1.44M 0.09% +938 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 20,174 shares; 2025Q1: 19,913 shares; 2025Q2: 20,142 shares; 2025Q3: 19,938 shares 19,938 $1.39M 0.08% -204 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,129 shares; 2025Q1: 1,125 shares; 2025Q2: 705 shares; 2025Q3: 705 shares 705 $1.35M 0.08% 0 Timeline EWD 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: 27,311 shares; 2024Q4: 27,311 shares; 2025Q1: 27,311 shares; 2025Q2: 27,936 shares; 2025Q3: 27,937 shares 27,937 $1.32M 0.08% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 9,467 shares; 2025Q1: 9,129 shares; 2025Q2: 8,693 shares; 2025Q3: 8,667 shares 8,667 $1.32M 0.08% -26 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 12,338 shares; 2025Q1: 12,295 shares; 2025Q2: 11,012 shares; 2025Q3: 11,021 shares 11,021 $1.3M 0.08% +9 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,715 shares; 2024Q4: 16,716 shares; 2025Q1: 16,064 shares; 2025Q2: 14,957 shares; 2025Q3: 14,892 shares 14,892 $1.3M 0.08% -65 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: 7,082 shares; 2024Q4: 6,582 shares; 2025Q1: 6,445 shares; 2025Q2: 3,780 shares; 2025Q3: 3,810 shares 3,810 $1.25M 0.07% +30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,619 shares; 2025Q1: 1,573 shares; 2025Q2: 2,753 shares; 2025Q3: 2,728 shares 2,728 $1.25M 0.07% -25 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: 1,112 shares; 2024Q4: 1,165 shares; 2025Q1: 1,224 shares; 2025Q2: 1,170 shares; 2025Q3: 1,566 shares 1,566 $1.25M 0.07% +396 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,421 shares; 2024Q4: 10,785 shares; 2025Q1: 18,188 shares; 2025Q2: 17,118 shares; 2025Q3: 17,118 shares 17,118 $1.24M 0.07% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,777 shares; 2024Q4: 13,421 shares; 2025Q1: 11,936 shares; 2025Q2: 6,535 shares; 2025Q3: 8,889 shares 8,889 $1.22M 0.07% +2,354 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: 11,336 shares; 2024Q4: 11,140 shares; 2025Q1: 12,398 shares; 2025Q2: 12,062 shares; 2025Q3: 12,061 shares 12,061 $1.21M 0.07% -1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,509 shares; 2025Q1: 8,503 shares; 2025Q2: 8,393 shares; 2025Q3: 11,682 shares 11,682 $1.2M 0.07% +3,289 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,518 shares; 2025Q1: 4,396 shares; 2025Q2: 4,174 shares; 2025Q3: 4,182 shares 4,182 $1.2M 0.07% +8 Timeline EIRL 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: 17,186 shares; 2024Q4: 17,386 shares; 2025Q1: 17,386 shares; 2025Q2: 17,716 shares; 2025Q3: 17,717 shares 17,717 $1.2M 0.07% +1 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 4,938 shares; 2025Q1: 4,743 shares; 2025Q2: 4,759 shares; 2025Q3: 4,933 shares 4,933 $1.19M 0.07% +174 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: 3,832 shares; 2024Q4: 3,832 shares; 2025Q1: 3,819 shares; 2025Q2: 2,167 shares; 2025Q3: 2,096 shares 2,096 $1.18M 0.07% -71 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,780 shares; 2024Q4: 36,397 shares; 2025Q1: 36,056 shares; 2025Q2: 30,817 shares; 2025Q3: 30,791 shares 30,791 $1.18M 0.07% -26 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: 18,915 shares; 2024Q4: 18,905 shares; 2025Q1: 18,611 shares; 2025Q2: 15,923 shares; 2025Q3: 16,531 shares 16,531 $1.11M 0.07% +608 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,873 shares; 2024Q4: 25,864 shares; 2025Q1: 40,705 shares; 2025Q2: 36,140 shares; 2025Q3: 36,128 shares 36,128 $1.1M 0.07% -12 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,033 shares; 2024Q4: 18,603 shares; 2025Q1: 15,397 shares; 2025Q2: 15,427 shares; 2025Q3: 15,135 shares 15,135 $1.09M 0.06% -292 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: 4,025 shares; 2024Q4: 3,976 shares; 2025Q1: 3,938 shares; 2025Q2: 3,659 shares; 2025Q3: 3,654 shares 3,654 $1.09M 0.06% -5 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: 10,756 shares; 2024Q4: 9,396 shares; 2025Q1: 9,401 shares; 2025Q2: 9,382 shares; 2025Q3: 11,086 shares 11,086 $1.09M 0.06% +1,704 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: 5,591 shares; 2024Q4: 5,591 shares; 2025Q1: 5,572 shares; 2025Q2: 5,396 shares; 2025Q3: 4,243 shares 4,243 $1.08M 0.06% -1,153 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,491 shares; 2025Q1: 5,475 shares; 2025Q2: 6,798 shares; 2025Q3: 6,793 shares 6,793 $1.07M 0.06% -5 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: 1,082 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,940 shares; 2025Q3: 2,222 shares 2,222 $1.07M 0.06% +282 Timeline TIP 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: 9,370 shares; 2024Q4: 9,419 shares; 2025Q1: 8,793 shares; 2025Q2: 9,183 shares; 2025Q3: 9,430 shares 9,430 $1.05M 0.06% +247 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,249 shares; 2024Q4: 116,399 shares; 2025Q1: 41,765 shares; 2025Q2: 41,764 shares; 2025Q3: 41,765 shares 41,765 $1.05M 0.06% +1 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: 1,572 shares; 2024Q4: 1,525 shares; 2025Q1: 1,505 shares; 2025Q2: 1,420 shares; 2025Q3: 2,181 shares 2,181 $1.04M 0.06% +761 Timeline EDEN 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: 9,251 shares; 2024Q4: 9,282 shares; 2025Q1: 9,282 shares; 2025Q2: 9,413 shares; 2025Q3: 9,414 shares 9,414 $1.03M 0.06% +1 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 10,583 shares; 2025Q1: 10,452 shares; 2025Q2: 9,343 shares; 2025Q3: 9,484 shares 9,484 $1.01M 0.06% +141 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: 6,553 shares; 2024Q4: 7,271 shares; 2025Q1: 7,165 shares; 2025Q2: 6,481 shares; 2025Q3: 1,496 shares 1,496 $1M 0.06% -4,985 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,352 shares; 2024Q4: 9,721 shares; 2025Q1: 9,618 shares; 2025Q2: 7,486 shares; 2025Q3: 7,480 shares 7,480 $1000K 0.06% -6 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: 11,685 shares; 2024Q4: 11,293 shares; 2025Q1: 10,486 shares; 2025Q2: 9,743 shares; 2025Q3: 11,682 shares 11,682 $979K 0.06% +1,939 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: 11,348 shares; 2024Q4: 11,348 shares; 2025Q1: 11,243 shares; 2025Q2: 9,356 shares; 2025Q3: 9,128 shares 9,128 $972K 0.06% -228 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,034 shares; 2024Q4: 66,682 shares; 2025Q1: 71,613 shares; 2025Q2: 8,757 shares; 2025Q3: 8,757 shares 8,757 $968K 0.06% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,872 shares; 2024Q4: 9,784 shares; 2025Q1: 9,656 shares; 2025Q2: 9,652 shares; 2025Q3: 10,083 shares 10,083 $958K 0.06% +431 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 17,972 shares 17,972 $933K 0.06% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,937 shares; 2025Q1: 5,865 shares; 2025Q2: 4,008 shares; 2025Q3: 4,007 shares 4,007 $930K 0.05% -1 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: 11,365 shares; 2024Q4: 11,410 shares; 2025Q1: 11,419 shares; 2025Q2: 11,323 shares; 2025Q3: 12,192 shares 12,192 $920K 0.05% +869 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: 5,928 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 4,794 shares; 2025Q3: 8,028 shares 8,028 $905K 0.05% +3,234 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,528 shares; 2024Q4: 13,281 shares; 2025Q1: 13,281 shares; 2025Q2: 13,281 shares; 2025Q3: 13,711 shares 13,711 $900K 0.05% +430 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: 4,398 shares; 2024Q4: 6,398 shares; 2025Q1: 10,095 shares; 2025Q2: 12,148 shares; 2025Q3: 12,578 shares 12,578 $898K 0.05% +430 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 4,854 shares; 2025Q1: 4,839 shares; 2025Q2: 4,731 shares; 2025Q3: 5,507 shares 5,507 $893K 0.05% +776 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,172 shares; 2025Q1: 8,134 shares; 2025Q2: 8,281 shares; 2025Q3: 8,327 shares 8,327 $855K 0.05% +46 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: 1,619 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 2,294 shares; 2025Q3: 1,752 shares 1,752 $853K 0.05% -542 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,176 shares; 2025Q1: 3,342 shares; 2025Q2: 3,980 shares; 2025Q3: 4,012 shares 4,012 $822K 0.05% +32 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,014 shares; 2025Q1: 3,913 shares; 2025Q2: 3,663 shares; 2025Q3: 3,641 shares 3,641 $821K 0.05% -22 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 3,152 shares; 2025Q1: 3,152 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares 2,722 $800K 0.05% 0 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: 5,941 shares; 2024Q4: 3,653 shares; 2025Q1: 6,687 shares; 2025Q2: 6,281 shares; 2025Q3: 6,490 shares 6,490 $794K 0.05% +209 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: 1,831 shares; 2024Q4: 1,995 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 2,558 shares 2,558 $777K 0.05% +747 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: 10,996 shares; 2024Q4: 10,996 shares; 2025Q1: 10,996 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares 3,206 $776K 0.05% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,649 shares; 2025Q1: 3,614 shares; 2025Q2: 3,244 shares; 2025Q3: 3,270 shares 3,270 $742K 0.04% +26 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 11,638 shares; 2025Q1: 11,513 shares; 2025Q2: 8,392 shares; 2025Q3: 8,834 shares 8,834 $740K 0.04% +442 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,489 shares; 2025Q1: 2,460 shares; 2025Q2: 1,372 shares; 2025Q3: 1,387 shares 1,387 $734K 0.04% +15 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares 2,287 $732K 0.04% 0 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: 3,273 shares; 2024Q4: 2,988 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 3,454 shares 3,454 $727K 0.04% +441 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: 4,221 shares; 2024Q4: 4,053 shares; 2025Q1: 3,989 shares; 2025Q2: 2,671 shares; 2025Q3: 2,690 shares 2,690 $727K 0.04% +19 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES 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: 20,726 shares; 2025Q2: 20,726 shares; 2025Q3: 19,979 shares 19,979 $713K 0.04% -747 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,243 shares; 2025Q1: 10,137 shares; 2025Q2: 9,564 shares; 2025Q3: 12,718 shares 12,718 $708K 0.04% +3,154 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: 2,884 shares; 2024Q4: 2,638 shares; 2025Q1: 2,636 shares; 2025Q2: 2,600 shares; 2025Q3: 1,483 shares 1,483 $707K 0.04% -1,117 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,835 shares; 2025Q1: 1,413 shares; 2025Q2: 1,326 shares; 2025Q3: 1,334 shares 1,334 $698K 0.04% +8 Timeline VGT 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: 766 shares; 2024Q4: 766 shares; 2025Q1: 956 shares; 2025Q2: 927 shares; 2025Q3: 927 shares 927 $692K 0.04% 0 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: 2,509 shares; 2024Q4: 2,512 shares; 2025Q1: 2,487 shares; 2025Q2: 2,339 shares; 2025Q3: 4,071 shares 4,071 $647K 0.04% +1,732 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 6,465 shares; 2025Q1: 6,400 shares; 2025Q2: 2,688 shares; 2025Q3: 2,696 shares 2,696 $643K 0.04% +8 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: 1,549 shares; 2024Q4: 1,596 shares; 2025Q1: 1,636 shares; 2025Q2: 1,613 shares; 2025Q3: 1,710 shares 1,710 $640K 0.04% +97 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,419 shares; 2024Q4: 38,800 shares; 2025Q1: 41,040 shares; 2025Q2: 30,630 shares; 2025Q3: 31,258 shares 31,258 $637K 0.04% +628 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,514 shares; 2025Q1: 1,510 shares; 2025Q2: 1,050 shares; 2025Q3: 1,164 shares 1,164 $636K 0.04% +114 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,074 shares; 2025Q1: 5,058 shares; 2025Q2: 3,910 shares; 2025Q3: 3,906 shares 3,906 $636K 0.04% -4 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 11,532 shares; 2025Q1: 11,482 shares; 2025Q2: 11,087 shares; 2025Q3: 17,713 shares 17,713 $629K 0.04% +6,626 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 10,420 shares; 2025Q1: 10,347 shares; 2025Q2: 9,747 shares; 2025Q3: 9,743 shares 9,743 $627K 0.04% -4 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,294 shares; 2025Q1: 5,226 shares; 2025Q2: 4,789 shares; 2025Q3: 4,637 shares 4,637 $622K 0.04% -152 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: 2,055 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,044 shares; 2025Q3: 2,175 shares 2,175 $614K 0.04% +131 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: 14,775 shares; 2024Q4: 14,564 shares; 2025Q1: 14,364 shares; 2025Q2: 2,595 shares; 2025Q3: 2,400 shares 2,400 $610K 0.04% -195 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,316 shares; 2025Q1: 1,268 shares; 2025Q2: not reported; 2025Q3: 3,963 shares 3,963 $609K 0.04% new 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: not reported; 2024Q4: 842 shares; 2025Q1: 834 shares; 2025Q2: 776 shares; 2025Q3: 1,469 shares 1,469 $595K 0.04% +693 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 3,295 shares; 2025Q3: 4,440 shares 4,440 $589K 0.03% +1,145 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,678 shares; 2024Q4: 8,660 shares; 2025Q1: 8,585 shares; 2025Q2: 7,018 shares; 2025Q3: 7,013 shares 7,013 $585K 0.03% -5 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: not reported; 2025Q3: 17,321 shares 17,321 $564K 0.03% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,577 shares; 2024Q4: 26,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,670 shares 6,670 $560K 0.03% new 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: 288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares 709 $541K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,628 shares; 2025Q3: 5,974 shares 5,974 $538K 0.03% +346 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,922 shares; 2024Q4: 34,922 shares; 2025Q1: 34,922 shares; 2025Q2: 28,422 shares; 2025Q3: 28,422 shares 28,422 $517K 0.03% 0 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: 20,668 shares; 2024Q4: 20,538 shares; 2025Q1: 20,512 shares; 2025Q2: 19,361 shares; 2025Q3: 20,173 shares 20,173 $514K 0.03% +812 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,107 shares; 2025Q1: 1,099 shares; 2025Q2: 1,180 shares; 2025Q3: 1,193 shares 1,193 $507K 0.03% +13 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,211 shares; 2025Q1: 10,211 shares; 2025Q2: 10,210 shares; 2025Q3: 10,211 shares 10,211 $507K 0.03% +1 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 1,931 shares; 2025Q1: 3,274 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares 3,025 $507K 0.03% 0 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: 1,807 shares; 2024Q4: 1,806 shares; 2025Q1: 1,790 shares; 2025Q2: 1,470 shares; 2025Q3: 1,610 shares 1,610 $499K 0.03% +140 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,433 shares; 2025Q1: 3,414 shares; 2025Q2: 3,057 shares; 2025Q3: 3,073 shares 3,073 $497K 0.03% +16 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,227 shares; 2025Q1: 4,429 shares; 2025Q2: 3,333 shares; 2025Q3: 3,332 shares 3,332 $496K 0.03% -1 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,662 shares; 2024Q4: 60,797 shares; 2025Q1: 50,560 shares; 2025Q2: 18,135 shares; 2025Q3: 18,135 shares 18,135 $492K 0.03% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,200 shares 25,200 $480K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,047 shares; 2024Q4: 11,939 shares; 2025Q1: 11,935 shares; 2025Q2: 11,880 shares; 2025Q3: 14,227 shares 14,227 $477K 0.03% +2,347 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 299 shares; 2025Q1: 158 shares; 2025Q2: 157 shares; 2025Q3: 59 shares 59 $472K 0.03% -98 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147,500 shares; 2024Q4: 643,500 shares; 2025Q1: 303,500 shares; 2025Q2: 295,500 shares; 2025Q3: 295,500 shares 295,500 $470K 0.03% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 12,654 shares; 2025Q1: 12,445 shares; 2025Q2: 11,053 shares; 2025Q3: 10,944 shares 10,944 $470K 0.03% -109 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,756 shares; 2024Q4: 16,756 shares; 2025Q1: 16,563 shares; 2025Q2: 12,088 shares; 2025Q3: 11,790 shares 11,790 $466K 0.03% -298 Timeline DGRO 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: 6,832 shares 6,832 $465K 0.03% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 12,500 shares 12,500 $462K 0.03% +5,000 Timeline SAIA SAIA INC More: the full row for SAIA 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: 1,541 shares 1,541 $461K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 4,169 shares; 2025Q1: 4,169 shares; 2025Q2: 4,086 shares; 2025Q3: 4,202 shares 4,202 $458K 0.03% +116 Timeline DFAU 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: not reported; 2025Q3: 9,766 shares 9,766 $447K 0.03% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 5,926 shares; 2025Q2: 5,040 shares; 2025Q3: 5,171 shares 5,171 $435K 0.03% +131 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 359 shares; 2025Q1: 347 shares; 2025Q2: 326 shares; 2025Q3: 471 shares 471 $433K 0.03% +145 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: 1,340 shares; 2024Q4: 1,495 shares; 2025Q1: 1,472 shares; 2025Q2: 1,226 shares; 2025Q3: 1,745 shares 1,745 $430K 0.03% +519 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 2,018 shares 2,018 $429K 0.03% +957 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,934 shares; 2025Q1: 2,903 shares; 2025Q2: 1,802 shares; 2025Q3: 1,784 shares 1,784 $425K 0.03% -18 Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,517 shares 3,517 $424K 0.03% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 2,226 shares; 2025Q2: 2,226 shares; 2025Q3: 2,226 shares 2,226 $418K 0.02% 0 Timeline DFCF 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: not reported; 2025Q3: 9,516 shares 9,516 $407K 0.02% new 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: 17,647 shares; 2025Q1: 17,669 shares; 2025Q2: 17,492 shares; 2025Q3: 17,562 shares 17,562 $406K 0.02% +70 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,585 shares; 2025Q1: 7,479 shares; 2025Q2: 5,770 shares; 2025Q3: 3,287 shares 3,287 $403K 0.02% -2,483 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: 2,429 shares; 2024Q4: 2,417 shares; 2025Q1: 2,429 shares; 2025Q2: 1,146 shares; 2025Q3: 2,030 shares 2,030 $402K 0.02% +884 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: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 6,184 shares; 2025Q2: 6,104 shares; 2025Q3: 6,184 shares 6,184 $394K 0.02% +80 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 2,392 shares; 2025Q3: 3,398 shares 3,398 $385K 0.02% +1,006 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,996 shares; 2024Q4: 13,488 shares; 2025Q1: 13,301 shares; 2025Q2: 11,633 shares; 2025Q3: 14,889 shares 14,889 $383K 0.02% +3,256 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,659 shares; 2024Q4: 38,768 shares; 2025Q1: 46,086 shares; 2025Q2: 11,426 shares; 2025Q3: 12,170 shares 12,170 $382K 0.02% +744 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 12,430 shares; 2025Q1: 12,316 shares; 2025Q2: 7,209 shares; 2025Q3: 7,206 shares 7,206 $377K 0.02% -3 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: 4,639 shares; 2024Q4: 4,505 shares; 2025Q1: 4,512 shares; 2025Q2: 4,374 shares; 2025Q3: 5,682 shares 5,682 $377K 0.02% +1,308 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 6,649 shares; 2025Q1: 6,210 shares; 2025Q2: 6,212 shares; 2025Q3: 6,228 shares 6,228 $370K 0.02% +16 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,271 shares; 2025Q1: 6,250 shares; 2025Q2: 5,573 shares; 2025Q3: 5,568 shares 5,568 $369K 0.02% -5 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: 8,404 shares; 2024Q4: 8,193 shares; 2025Q1: 8,102 shares; 2025Q2: 4,376 shares; 2025Q3: 4,371 shares 4,371 $364K 0.02% -5 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,655 shares; 2024Q4: 10,572 shares; 2025Q1: 10,129 shares; 2025Q2: 5,107 shares; 2025Q3: 2,034 shares 2,034 $363K 0.02% -3,073 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,100 shares; 2025Q3: 1,375 shares 1,375 $358K 0.02% +275 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 10,361 shares 10,361 $354K 0.02% new 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: 4,107 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 4,107 shares; 2025Q3: 4,653 shares 4,653 $353K 0.02% +546 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares 362 $350K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,350 shares 3,350 $350K 0.02% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY 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: 6,658 shares; 2025Q3: 6,799 shares 6,799 $350K 0.02% +141 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,725 shares; 2025Q1: 2,729 shares; 2025Q2: 2,759 shares; 2025Q3: 3,691 shares 3,691 $349K 0.02% +932 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,810 shares 6,810 $346K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 843 shares; 2025Q3: 788 shares 788 $343K 0.02% -55 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,475 shares; 2025Q3: 1,634 shares 1,634 $338K 0.02% +159 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,499 shares 10,499 $331K 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,195 shares; 2025Q1: 5,204 shares; 2025Q2: 5,226 shares; 2025Q3: 4,492 shares 4,492 $330K 0.02% -734 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,352 shares; 2025Q1: 5,667 shares; 2025Q2: 6,088 shares; 2025Q3: 7,362 shares 7,362 $328K 0.02% +1,274 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,487 shares; 2025Q1: 6,417 shares; 2025Q2: 3,792 shares; 2025Q3: 3,839 shares 3,839 $326K 0.02% +47 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,926 shares 3,926 $326K 0.02% new 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: 5,256 shares; 2024Q4: 4,096 shares; 2025Q1: 4,096 shares; 2025Q2: 4,111 shares; 2025Q3: 5,424 shares 5,424 $322K 0.02% +1,313 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: 971 shares; 2024Q4: 993 shares; 2025Q1: 959 shares; 2025Q2: not reported; 2025Q3: 898 shares 898 $317K 0.02% new Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,569 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 7,569 shares 7,569 $313K 0.02% 0 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: 4,537 shares; 2024Q4: 3,899 shares; 2025Q1: 3,993 shares; 2025Q2: 3,810 shares; 2025Q3: 4,317 shares 4,317 $309K 0.02% +507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650 $309K 0.02% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,702 shares; 2024Q4: 74,870 shares; 2025Q1: 74,870 shares; 2025Q2: 58,997 shares; 2025Q3: 9,404 shares 9,404 $303K 0.02% -49,593 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 2,818 shares; 2025Q2: 3,350 shares; 2025Q3: 3,352 shares 3,352 $300K 0.02% +2 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,633 shares; 2025Q1: 5,671 shares; 2025Q2: 5,705 shares; 2025Q3: 3,237 shares 3,237 $297K 0.02% -2,468 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares 423 $289K 0.02% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 8,798 shares; 2025Q1: 8,798 shares; 2025Q2: 8,749 shares; 2025Q3: 8,818 shares 8,818 $284K 0.02% +69 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,430 shares 6,430 $283K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,688 shares; 2025Q1: 3,633 shares; 2025Q2: 3,630 shares; 2025Q3: 3,533 shares 3,533 $282K 0.02% -97 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,956 shares; 2025Q1: 1,951 shares; 2025Q2: 1,962 shares; 2025Q3: 2,035 shares 2,035 $282K 0.02% +73 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: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares 1,975 $281K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 937 shares 937 $279K 0.02% new 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: 1,384 shares; 2024Q4: 1,372 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares 1,611 $275K 0.02% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 180,300 shares; 2025Q2: 256,102 shares; 2025Q3: 5,405 shares 5,405 $275K 0.02% -250,697 Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,000 shares 150,000 $273K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares 903 $272K 0.02% new 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: 1,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares 1,671 $270K 0.02% new Timeline DFAI 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: not reported; 2025Q3: 7,433 shares 7,433 $270K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,848 shares 2,848 $270K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,520 shares 9,520 $269K 0.02% new Timeline JEPI 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: 15,780 shares; 2024Q4: 15,675 shares; 2025Q1: 4,995 shares; 2025Q2: 5,429 shares; 2025Q3: 4,619 shares 4,619 $264K 0.02% -810 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares 1,101 $260K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: not reported; 2025Q3: 3,387 shares 3,387 $255K 0.02% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 17,577 shares; 2025Q1: 17,577 shares; 2025Q2: 17,554 shares; 2025Q3: 17,554 shares 17,554 $253K 0.01% 0 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: not reported; 2025Q3: 8,038 shares 8,038 $243K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares 1,801 $241K 0.01% 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: 4,888 shares; 2024Q4: 4,739 shares; 2025Q1: 4,706 shares; 2025Q2: 4,456 shares; 2025Q3: 4,704 shares 4,704 $237K 0.01% +248 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,796 shares 1,796 $236K 0.01% new Timeline OLN OLIN CORP More: the full row for OLIN 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: 9,196 shares 9,196 $230K 0.01% 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: 1,572 shares 1,572 $229K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,121 shares 3,121 $228K 0.01% new Timeline EDV 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: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,261 shares; 2025Q2: 3,286 shares; 2025Q3: 3,308 shares 3,308 $226K 0.01% +22 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 801 shares 801 $208K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,651 shares 1,651 $204K 0.01% new Timeline AIQ 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: 4,136 shares 4,136 $204K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares 998 $203K 0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,331 shares; 2025Q3: 1,170 shares 1,170 $202K 0.01% -161 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 5,862 shares 5,862 $200K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 15,292 shares 15,292 $116K 0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 10,125 shares 10,125 $89.9K 0.01% new Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,610 shares; 2024Q4: 29,998 shares; 2025Q1: 28,940 shares; 2025Q2: 28,940 shares; 2025Q3: 28,940 shares 28,940 $82.5K <0.01% 0 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO 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: 10,421 shares 10,421 $54.4K <0.01% new Timeline