ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,982 shares; 2024Q4: 105,936 shares; 2025Q1: 103,257 shares; 2025Q2: 1,549,880 shares; 2025Q3: 1,550,082 shares 1,550,082 $167M 11.14% +202 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: 338,654 shares; 2024Q4: 334,821 shares; 2025Q1: 335,729 shares; 2025Q2: 329,169 shares; 2025Q3: 325,245 shares 325,245 $60.7M 4.04% -3,924 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: 86,508 shares; 2024Q4: 85,432 shares; 2025Q1: 83,640 shares; 2025Q2: 80,480 shares; 2025Q3: 78,201 shares 78,201 $52.1M 3.47% -2,279 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: 100,830 shares; 2024Q4: 99,160 shares; 2025Q1: 98,074 shares; 2025Q2: 97,739 shares; 2025Q3: 98,213 shares 98,213 $50.9M 3.39% +474 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: 87,316 shares; 2024Q4: 84,574 shares; 2025Q1: 83,173 shares; 2025Q2: 80,080 shares; 2025Q3: 78,577 shares 78,577 $36.8M 2.45% -1,503 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: 132,641 shares; 2024Q4: 132,205 shares; 2025Q1: 130,116 shares; 2025Q2: 128,854 shares; 2025Q3: 128,015 shares 128,015 $32.6M 2.17% -839 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: 126,177 shares; 2024Q4: 125,308 shares; 2025Q1: 120,732 shares; 2025Q2: 119,958 shares; 2025Q3: 121,070 shares 121,070 $26.6M 1.77% +1,112 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340,896 shares; 2024Q4: 1,332,590 shares; 2025Q1: 1,326,952 shares; 2025Q2: 1,327,595 shares; 2025Q3: 1,338,287 shares 1,338,287 $25.7M 1.71% +10,692 Timeline HDV 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: 182,726 shares; 2024Q4: 205,398 shares; 2025Q1: 205,958 shares; 2025Q2: 200,913 shares; 2025Q3: 202,002 shares 202,002 $24.7M 1.65% +1,089 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: 443,617 shares; 2024Q4: 428,221 shares; 2025Q1: 420,162 shares; 2025Q2: 410,617 shares; 2025Q3: 404,552 shares 404,552 $24.2M 1.62% -6,065 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: 98,562 shares; 2024Q4: 98,295 shares; 2025Q1: 96,672 shares; 2025Q2: 98,741 shares; 2025Q3: 99,306 shares 99,306 $24.1M 1.61% +565 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: 202,167 shares; 2024Q4: 195,799 shares; 2025Q1: 197,916 shares; 2025Q2: 195,491 shares; 2025Q3: 194,053 shares 194,053 $23.1M 1.54% -1,438 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: 256,537 shares; 2024Q4: 251,678 shares; 2025Q1: 241,857 shares; 2025Q2: 216,574 shares; 2025Q3: 217,106 shares 217,106 $22.4M 1.49% +532 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: 85,971 shares; 2024Q4: 82,034 shares; 2025Q1: 81,401 shares; 2025Q2: 78,905 shares; 2025Q3: 75,877 shares 75,877 $22.3M 1.49% -3,028 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: 30,771 shares; 2024Q4: 30,052 shares; 2025Q1: 29,628 shares; 2025Q2: 29,357 shares; 2025Q3: 29,429 shares 29,429 $21.6M 1.44% +72 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: 65,116 shares; 2024Q4: 63,243 shares; 2025Q1: 62,205 shares; 2025Q2: 61,369 shares; 2025Q3: 61,730 shares 61,730 $19.5M 1.3% +361 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: 66,979 shares; 2024Q4: 65,583 shares; 2025Q1: 65,211 shares; 2025Q2: 63,451 shares; 2025Q3: 63,169 shares 63,169 $17.8M 1.19% -282 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,953 shares; 2024Q4: 303,954 shares; 2025Q1: 288,590 shares; 2025Q2: 279,215 shares; 2025Q3: 269,650 shares 269,650 $17.6M 1.17% -9,565 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: 30,107 shares; 2024Q4: 29,744 shares; 2025Q1: 29,373 shares; 2025Q2: 29,190 shares; 2025Q3: 28,771 shares 28,771 $17.3M 1.15% -419 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: 45,883 shares; 2024Q4: 45,538 shares; 2025Q1: 58,417 shares; 2025Q2: 58,950 shares; 2025Q3: 58,178 shares 58,178 $16.4M 1.09% -772 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: 28,771 shares; 2024Q4: 28,458 shares; 2025Q1: 26,716 shares; 2025Q2: 25,606 shares; 2025Q3: 24,666 shares 24,666 $14.7M 0.98% -940 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: 18,614 shares; 2024Q4: 18,399 shares; 2025Q1: 18,422 shares; 2025Q2: 18,307 shares; 2025Q3: 18,310 shares 18,310 $14.6M 0.97% +3 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: 59,422 shares; 2024Q4: 59,557 shares; 2025Q1: 61,120 shares; 2025Q2: 59,480 shares; 2025Q3: 58,451 shares 58,451 $14.1M 0.94% -1,029 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: 31,414 shares; 2024Q4: 29,883 shares; 2025Q1: 28,420 shares; 2025Q2: 28,145 shares; 2025Q3: 27,736 shares 27,736 $13.2M 0.88% -409 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: 85,627 shares; 2024Q4: 83,134 shares; 2025Q1: 80,754 shares; 2025Q2: 81,971 shares; 2025Q3: 83,336 shares 83,336 $12.9M 0.86% +1,365 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: 122,840 shares; 2024Q4: 120,782 shares; 2025Q1: 113,235 shares; 2025Q2: 112,355 shares; 2025Q3: 109,852 shares 109,852 $12.4M 0.83% -2,503 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: 242,547 shares; 2024Q4: 233,975 shares; 2025Q1: 229,902 shares; 2025Q2: 222,605 shares; 2025Q3: 223,066 shares 223,066 $12.1M 0.81% +461 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: 18,198 shares; 2024Q4: 18,128 shares; 2025Q1: 18,060 shares; 2025Q2: 18,102 shares; 2025Q3: 17,988 shares 17,988 $12M 0.8% -114 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: 244,995 shares; 2024Q4: 236,189 shares; 2025Q1: 237,060 shares; 2025Q2: 233,767 shares; 2025Q3: 231,578 shares 231,578 $11.9M 0.8% -2,189 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: 29,747 shares; 2024Q4: 29,453 shares; 2025Q1: 29,120 shares; 2025Q2: 29,297 shares; 2025Q3: 29,051 shares 29,051 $11.8M 0.78% -246 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: 61,573 shares; 2024Q4: 60,952 shares; 2025Q1: 55,104 shares; 2025Q2: 53,502 shares; 2025Q3: 50,292 shares 50,292 $11.6M 0.78% -3,210 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: 12,429 shares; 2024Q4: 12,365 shares; 2025Q1: 12,334 shares; 2025Q2: 12,251 shares; 2025Q3: 12,338 shares 12,338 $11.4M 0.76% +87 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: 23,039 shares; 2024Q4: 22,442 shares; 2025Q1: 21,933 shares; 2025Q2: 22,081 shares; 2025Q3: 22,039 shares 22,039 $11.1M 0.74% -42 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: 129,208 shares; 2024Q4: 127,044 shares; 2025Q1: 124,175 shares; 2025Q2: 122,617 shares; 2025Q3: 117,220 shares 117,220 $10.9M 0.73% -5,397 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,382 shares; 2024Q4: 75,808 shares; 2025Q1: 74,319 shares; 2025Q2: 73,598 shares; 2025Q3: 73,143 shares 73,143 $9.95M 0.66% -455 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: 158,778 shares; 2024Q4: 157,074 shares; 2025Q1: 149,409 shares; 2025Q2: 148,324 shares; 2025Q3: 143,877 shares 143,877 $9.84M 0.66% -4,447 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: 21,545 shares; 2024Q4: 21,146 shares; 2025Q1: 21,053 shares; 2025Q2: 20,891 shares; 2025Q3: 21,018 shares 21,018 $9.61M 0.64% +127 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,941 shares; 2024Q4: 152,941 shares; 2025Q1: 150,266 shares; 2025Q2: 149,266 shares; 2025Q3: 146,191 shares 146,191 $8.95M 0.6% -3,075 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,463 shares; 2024Q4: 67,851 shares; 2025Q1: 64,936 shares; 2025Q2: 64,172 shares; 2025Q3: 62,725 shares 62,725 $8.81M 0.59% -1,447 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: 58,772 shares; 2024Q4: 58,337 shares; 2025Q1: 57,331 shares; 2025Q2: 56,961 shares; 2025Q3: 57,034 shares 57,034 $8.76M 0.58% +73 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: 115,935 shares; 2024Q4: 115,942 shares; 2025Q1: 113,352 shares; 2025Q2: 114,071 shares; 2025Q3: 114,628 shares 114,628 $8.65M 0.58% +557 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: 33,872 shares; 2024Q4: 33,526 shares; 2025Q1: 34,656 shares; 2025Q2: 34,284 shares; 2025Q3: 36,187 shares 36,187 $8.58M 0.57% +1,903 Timeline VV 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: 30,867 shares; 2024Q4: 29,931 shares; 2025Q1: 29,586 shares; 2025Q2: 28,821 shares; 2025Q3: 27,668 shares 27,668 $8.52M 0.57% -1,153 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,213 shares; 2024Q4: 63,614 shares; 2025Q1: 62,850 shares; 2025Q2: 61,306 shares; 2025Q3: 60,579 shares 60,579 $8.48M 0.57% -727 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: 19,384 shares; 2024Q4: 18,819 shares; 2025Q1: 18,046 shares; 2025Q2: 17,609 shares; 2025Q3: 16,991 shares 16,991 $8.15M 0.54% -618 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,540 shares; 2024Q4: 41,080 shares; 2025Q1: 40,723 shares; 2025Q2: 40,052 shares; 2025Q3: 40,027 shares 40,027 $7.84M 0.52% -25 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,270 shares; 2024Q4: 14,335 shares; 2025Q1: 14,178 shares; 2025Q2: 14,180 shares; 2025Q3: 14,351 shares 14,351 $7.16M 0.48% +171 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789 shares; 2024Q4: 6,905 shares; 2025Q1: 6,921 shares; 2025Q2: 6,704 shares; 2025Q3: 6,621 shares 6,621 $7.14M 0.48% -83 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: 14,645 shares; 2024Q4: 14,549 shares; 2025Q1: 15,310 shares; 2025Q2: 15,711 shares; 2025Q3: 15,922 shares 15,922 $7.12M 0.47% +211 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: 16,410 shares; 2024Q4: 16,369 shares; 2025Q1: 21,752 shares; 2025Q2: 21,984 shares; 2025Q3: 21,520 shares 21,520 $7.1M 0.47% -464 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: 67,797 shares; 2024Q4: 69,850 shares; 2025Q1: 69,116 shares; 2025Q2: 70,632 shares; 2025Q3: 73,062 shares 73,062 $6.92M 0.46% +2,430 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: 122,783 shares; 2024Q4: 120,000 shares; 2025Q1: 111,494 shares; 2025Q2: 107,164 shares; 2025Q3: 104,183 shares 104,183 $6.91M 0.46% -2,981 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,961 shares; 2024Q4: 45,421 shares; 2025Q1: 46,007 shares; 2025Q2: 45,442 shares; 2025Q3: 46,446 shares 46,446 $6.58M 0.44% +1,004 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,081 shares; 2024Q4: 22,960 shares; 2025Q1: 22,543 shares; 2025Q2: 22,725 shares; 2025Q3: 22,506 shares 22,506 $6.35M 0.42% -219 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,478 shares; 2024Q4: 41,342 shares; 2025Q1: 41,310 shares; 2025Q2: 40,771 shares; 2025Q3: 40,560 shares 40,560 $6.26M 0.42% -211 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,054 shares; 2024Q4: 18,527 shares; 2025Q1: 17,349 shares; 2025Q2: 17,340 shares; 2025Q3: 17,632 shares 17,632 $6.22M 0.41% +292 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: 26,282 shares; 2024Q4: 26,467 shares; 2025Q1: 25,906 shares; 2025Q2: 25,694 shares; 2025Q3: 25,458 shares 25,458 $6.2M 0.41% -236 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: 159,818 shares; 2024Q4: 157,629 shares; 2025Q1: 149,272 shares; 2025Q2: 145,672 shares; 2025Q3: 141,044 shares 141,044 $6.2M 0.41% -4,628 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: 8,409 shares; 2024Q4: 8,114 shares; 2025Q1: 8,035 shares; 2025Q2: 7,868 shares; 2025Q3: 7,921 shares 7,921 $6.04M 0.4% +53 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: 84,911 shares; 2024Q4: 82,133 shares; 2025Q1: 74,405 shares; 2025Q2: 74,517 shares; 2025Q3: 70,589 shares 70,589 $5.92M 0.39% -3,928 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: 37,996 shares; 2024Q4: 36,703 shares; 2025Q1: 36,100 shares; 2025Q2: 33,112 shares; 2025Q3: 31,740 shares 31,740 $5.92M 0.39% -1,372 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: 12,864 shares; 2024Q4: 13,263 shares; 2025Q1: 13,538 shares; 2025Q2: 13,056 shares; 2025Q3: 13,139 shares 13,139 $5.84M 0.39% +83 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: 17,181 shares; 2024Q4: 25,594 shares; 2025Q1: 30,513 shares; 2025Q2: 29,362 shares; 2025Q3: 30,367 shares 30,367 $5.76M 0.38% +1,005 Timeline XLY 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: 26,040 shares; 2024Q4: 25,004 shares; 2025Q1: 24,867 shares; 2025Q2: 24,257 shares; 2025Q3: 24,007 shares 24,007 $5.75M 0.38% -250 Timeline XLF 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: 110,044 shares; 2024Q4: 106,379 shares; 2025Q1: 107,873 shares; 2025Q2: 105,737 shares; 2025Q3: 106,511 shares 106,511 $5.74M 0.38% +774 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: 33,992 shares; 2024Q4: 33,213 shares; 2025Q1: 32,299 shares; 2025Q2: 31,790 shares; 2025Q3: 30,752 shares 30,752 $5.7M 0.38% -1,038 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: 42,452 shares; 2024Q4: 41,144 shares; 2025Q1: 40,926 shares; 2025Q2: 40,153 shares; 2025Q3: 40,011 shares 40,011 $5.57M 0.37% -142 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: 25,966 shares; 2024Q4: 25,876 shares; 2025Q1: 25,736 shares; 2025Q2: 26,831 shares; 2025Q3: 27,424 shares 27,424 $5.44M 0.36% +593 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: 29,694 shares; 2024Q4: 31,442 shares; 2025Q1: 31,568 shares; 2025Q2: 31,843 shares; 2025Q3: 32,116 shares 32,116 $5.41M 0.36% +273 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: 22,031 shares; 2024Q4: 21,833 shares; 2025Q1: 21,649 shares; 2025Q2: 20,725 shares; 2025Q3: 20,595 shares 20,595 $5.18M 0.34% -130 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: 18,544 shares; 2024Q4: 18,465 shares; 2025Q1: 18,337 shares; 2025Q2: 18,275 shares; 2025Q3: 18,350 shares 18,350 $5M 0.33% +75 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: 27,904 shares; 2024Q4: 29,599 shares; 2025Q1: 29,265 shares; 2025Q2: 29,115 shares; 2025Q3: 29,010 shares 29,010 $4.85M 0.32% -105 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: 43,427 shares; 2024Q4: 42,526 shares; 2025Q1: 41,794 shares; 2025Q2: 41,392 shares; 2025Q3: 42,131 shares 42,131 $4.82M 0.32% +739 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 7,841 shares 7,841 $4.82M 0.32% -289 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,185 shares; 2024Q4: 42,696 shares; 2025Q1: 42,348 shares; 2025Q2: 40,435 shares; 2025Q3: 40,471 shares 40,471 $4.79M 0.32% +36 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: 37,334 shares; 2024Q4: 36,971 shares; 2025Q1: 35,112 shares; 2025Q2: 34,674 shares; 2025Q3: 33,405 shares 33,405 $4.47M 0.3% -1,269 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,063 shares; 2024Q4: 114,150 shares; 2025Q1: 86,014 shares; 2025Q2: 84,744 shares; 2025Q3: 81,164 shares 81,164 $4.33M 0.29% -3,580 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: 6,122 shares; 2024Q4: 6,008 shares; 2025Q1: 5,958 shares; 2025Q2: 5,792 shares; 2025Q3: 5,752 shares 5,752 $4.29M 0.29% -40 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: 8,224 shares; 2024Q4: 8,303 shares; 2025Q1: 8,389 shares; 2025Q2: 8,019 shares; 2025Q3: 8,764 shares 8,764 $4.25M 0.28% +745 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: 10,050 shares; 2024Q4: 9,460 shares; 2025Q1: 9,248 shares; 2025Q2: 9,179 shares; 2025Q3: 8,925 shares 8,925 $4.24M 0.28% -254 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: 16,972 shares; 2025Q3: 20,714 shares 20,714 $4.22M 0.28% +3,742 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,653 shares; 2025Q1: 5,271 shares; 2025Q2: 5,417 shares; 2025Q3: 5,547 shares 5,547 $4.21M 0.28% +130 Timeline IWV 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: 13,753 shares; 2024Q4: 14,038 shares; 2025Q1: 13,280 shares; 2025Q2: 12,427 shares; 2025Q3: 11,026 shares 11,026 $4.18M 0.28% -1,401 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: 42,622 shares; 2024Q4: 42,680 shares; 2025Q1: 42,605 shares; 2025Q2: 42,091 shares; 2025Q3: 41,481 shares 41,481 $4.16M 0.28% -610 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: 12,244 shares; 2024Q4: 12,156 shares; 2025Q1: 12,126 shares; 2025Q2: 12,253 shares; 2025Q3: 12,133 shares 12,133 $4.14M 0.28% -120 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,664 shares; 2024Q4: 40,058 shares; 2025Q1: 38,495 shares; 2025Q2: 38,563 shares; 2025Q3: 37,149 shares 37,149 $4.12M 0.27% -1,414 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: 17,402 shares; 2024Q4: 16,912 shares; 2025Q1: 16,152 shares; 2025Q2: 15,763 shares; 2025Q3: 15,203 shares 15,203 $4.11M 0.27% -560 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 747 shares; 2025Q1: 743 shares; 2025Q2: 727 shares; 2025Q3: 739 shares 739 $3.99M 0.27% +12 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: 19,115 shares; 2024Q4: 18,461 shares; 2025Q1: 17,350 shares; 2025Q2: 17,148 shares; 2025Q3: 16,867 shares 16,867 $3.99M 0.27% -281 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,517 shares; 2025Q2: 38,917 shares; 2025Q3: 40,198 shares 40,198 $3.94M 0.26% +1,281 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: 32,493 shares; 2024Q4: 33,761 shares; 2025Q1: 31,713 shares; 2025Q2: 31,467 shares; 2025Q3: 31,571 shares 31,571 $3.91M 0.26% +104 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 5,203 shares; 2025Q1: 11,052 shares; 2025Q2: 12,151 shares; 2025Q3: 13,037 shares 13,037 $3.88M 0.26% +886 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,746 shares; 2024Q4: 25,548 shares; 2025Q1: 25,190 shares; 2025Q2: 24,765 shares; 2025Q3: 24,641 shares 24,641 $3.88M 0.26% -124 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: 23,872 shares; 2024Q4: 23,710 shares; 2025Q1: 23,101 shares; 2025Q2: 23,007 shares; 2025Q3: 23,200 shares 23,200 $3.86M 0.26% +193 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: 49,734 shares; 2024Q4: 49,189 shares; 2025Q1: 49,140 shares; 2025Q2: 49,502 shares; 2025Q3: 49,080 shares 49,080 $3.85M 0.26% -422 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,612 shares; 2024Q4: 44,738 shares; 2025Q1: 42,602 shares; 2025Q2: 42,485 shares; 2025Q3: 41,176 shares 41,176 $3.84M 0.26% -1,309 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: 173,142 shares; 2024Q4: 162,150 shares; 2025Q1: 156,627 shares; 2025Q2: 154,393 shares; 2025Q3: 148,368 shares 148,368 $3.78M 0.25% -6,025 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: 11,651 shares; 2024Q4: 11,732 shares; 2025Q1: 15,160 shares; 2025Q2: 15,110 shares; 2025Q3: 15,171 shares 15,171 $3.74M 0.25% +61 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: 6,679 shares; 2024Q4: 6,666 shares; 2025Q1: 6,591 shares; 2025Q2: 6,497 shares; 2025Q3: 6,572 shares 6,572 $3.74M 0.25% +75 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: 14,078 shares; 2024Q4: 13,829 shares; 2025Q1: 13,232 shares; 2025Q2: 13,426 shares; 2025Q3: 13,177 shares 13,177 $3.72M 0.25% -249 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 10,170 shares; 2025Q1: 24,098 shares; 2025Q2: 24,650 shares; 2025Q3: 25,132 shares 25,132 $3.71M 0.25% +482 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,162 shares; 2024Q4: 40,447 shares; 2025Q1: 41,624 shares; 2025Q2: 41,691 shares; 2025Q3: 43,301 shares 43,301 $3.64M 0.24% +1,610 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,632 shares; 2025Q1: 2,575 shares; 2025Q2: 15,631 shares; 2025Q3: 15,696 shares 15,696 $3.47M 0.23% +65 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: 3,515 shares; 2024Q4: 3,515 shares; 2025Q1: 10,620 shares; 2025Q2: 10,765 shares; 2025Q3: 10,860 shares 10,860 $3.45M 0.23% +95 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: 33,498 shares; 2024Q4: 32,711 shares; 2025Q1: 19,589 shares; 2025Q2: 19,147 shares; 2025Q3: 18,265 shares 18,265 $3.36M 0.22% -882 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,879 shares; 2024Q4: 63,670 shares; 2025Q1: 57,206 shares; 2025Q2: 54,560 shares; 2025Q3: 51,434 shares 51,434 $3.3M 0.22% -3,126 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: 4,490 shares; 2024Q4: 5,124 shares; 2025Q1: 5,559 shares; 2025Q2: 5,890 shares; 2025Q3: 6,000 shares 6,000 $3.28M 0.22% +110 Timeline SUSA 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: 24,148 shares; 2024Q4: 24,081 shares; 2025Q1: 24,081 shares; 2025Q2: 24,081 shares; 2025Q3: 24,133 shares 24,133 $3.27M 0.22% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,192 shares; 2025Q3: 10,888 shares 10,888 $3.26M 0.22% +696 Timeline XLB 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: 29,584 shares; 2024Q4: 35,397 shares; 2025Q1: 35,012 shares; 2025Q2: 34,637 shares; 2025Q3: 34,277 shares 34,277 $3.07M 0.2% -360 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,364 shares; 2025Q2: 49,068 shares; 2025Q3: 52,719 shares 52,719 $3.06M 0.2% +3,651 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 7,805 shares; 2025Q2: 8,783 shares; 2025Q3: 9,670 shares 9,670 $3.04M 0.2% +887 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: 2,990 shares; 2025Q2: 2,973 shares; 2025Q3: 3,101 shares 3,101 $3M 0.2% +128 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,631 shares; 2024Q4: 34,388 shares; 2025Q1: 34,431 shares; 2025Q2: 33,577 shares; 2025Q3: 33,503 shares 33,503 $2.99M 0.2% -74 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 14,638 shares; 2025Q1: 14,700 shares; 2025Q2: 14,882 shares; 2025Q3: 15,252 shares 15,252 $2.93M 0.2% +370 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,082 shares; 2024Q4: 71,006 shares; 2025Q1: 28,036 shares; 2025Q2: 27,158 shares; 2025Q3: 26,047 shares 26,047 $2.93M 0.2% -1,111 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: 33,771 shares; 2024Q4: 33,738 shares; 2025Q1: 33,669 shares; 2025Q2: 33,794 shares; 2025Q3: 33,497 shares 33,497 $2.92M 0.19% -297 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,789 shares; 2024Q4: 29,603 shares; 2025Q1: 27,839 shares; 2025Q2: 26,265 shares; 2025Q3: 23,410 shares 23,410 $2.91M 0.19% -2,855 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: 7,682 shares; 2024Q4: 7,870 shares; 2025Q1: 7,243 shares; 2025Q2: 7,248 shares; 2025Q3: 7,660 shares 7,660 $2.87M 0.19% +412 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,267 shares; 2024Q4: 56,334 shares; 2025Q1: 58,152 shares; 2025Q2: 60,851 shares; 2025Q3: 61,453 shares 61,453 $2.81M 0.19% +602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,049 shares 3,049 $2.81M 0.19% -29 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: 42,380 shares; 2024Q4: 44,171 shares; 2025Q1: 42,335 shares; 2025Q2: 43,339 shares; 2025Q3: 41,901 shares 41,901 $2.77M 0.18% -1,438 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 8,154 shares; 2025Q1: 36,771 shares; 2025Q2: 39,044 shares; 2025Q3: 40,515 shares 40,515 $2.74M 0.18% +1,471 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,793 shares; 2024Q4: 50,509 shares; 2025Q1: 48,838 shares; 2025Q2: 49,714 shares; 2025Q3: 49,697 shares 49,697 $2.7M 0.18% -17 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: 8,126 shares; 2024Q4: 8,206 shares; 2025Q1: 8,164 shares; 2025Q2: 8,121 shares; 2025Q3: 8,188 shares 8,188 $2.69M 0.18% +67 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,319 shares; 2024Q4: 151,322 shares; 2025Q1: 55,770 shares; 2025Q2: 57,213 shares; 2025Q3: 60,361 shares 60,361 $2.61M 0.17% +3,148 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: 9,643 shares; 2024Q4: 9,241 shares; 2025Q1: 8,570 shares; 2025Q2: 8,476 shares; 2025Q3: 8,281 shares 8,281 $2.52M 0.17% -195 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,295 shares; 2024Q4: 63,628 shares; 2025Q1: 64,704 shares; 2025Q2: 64,632 shares; 2025Q3: 58,335 shares 58,335 $2.47M 0.16% -6,297 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,925 shares; 2024Q4: 19,733 shares; 2025Q1: 18,917 shares; 2025Q2: 17,477 shares; 2025Q3: 17,080 shares 17,080 $2.47M 0.16% -397 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,847 shares; 2024Q4: 6,697 shares; 2025Q1: 5,814 shares; 2025Q2: 5,726 shares; 2025Q3: 5,739 shares 5,739 $2.42M 0.16% +13 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,053 shares; 2024Q4: 38,937 shares; 2025Q1: 39,480 shares; 2025Q2: 39,357 shares; 2025Q3: 41,658 shares 41,658 $2.32M 0.15% +2,301 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: 13,917 shares; 2024Q4: 13,640 shares; 2025Q1: 13,076 shares; 2025Q2: 11,935 shares; 2025Q3: 11,081 shares 11,081 $2.31M 0.15% -854 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,147 shares; 2024Q4: 102,906 shares; 2025Q1: 99,767 shares; 2025Q2: 99,631 shares; 2025Q3: 97,648 shares 97,648 $2.31M 0.15% -1,983 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: 9,760 shares; 2024Q4: 9,583 shares; 2025Q1: 9,072 shares; 2025Q2: 8,244 shares; 2025Q3: 7,738 shares 7,738 $2.27M 0.15% -506 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 20,828 shares; 2025Q1: 39,357 shares; 2025Q2: 43,467 shares; 2025Q3: 45,239 shares 45,239 $2.23M 0.15% +1,772 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: 31,122 shares; 2024Q4: 31,227 shares; 2025Q1: 31,186 shares; 2025Q2: 30,856 shares; 2025Q3: 30,856 shares 30,856 $2.21M 0.15% 0 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: 10,956 shares; 2024Q4: 10,757 shares; 2025Q1: 10,596 shares; 2025Q2: 8,949 shares; 2025Q3: 8,635 shares 8,635 $2.2M 0.15% -314 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,406 shares; 2024Q4: 43,668 shares; 2025Q1: 60,643 shares; 2025Q2: 74,303 shares; 2025Q3: 76,429 shares 76,429 $2.17M 0.14% +2,126 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,613 shares; 2024Q4: 44,128 shares; 2025Q1: 46,439 shares; 2025Q2: 47,278 shares; 2025Q3: 49,400 shares 49,400 $2.07M 0.14% +2,122 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: 8,217 shares; 2024Q4: 8,005 shares; 2025Q1: 7,785 shares; 2025Q2: 7,220 shares; 2025Q3: 6,935 shares 6,935 $2.06M 0.14% -285 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: 14,559 shares; 2024Q4: 13,913 shares; 2025Q1: 13,538 shares; 2025Q2: 12,331 shares; 2025Q3: 11,786 shares 11,786 $2.06M 0.14% -545 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: 18,017 shares; 2024Q4: 17,889 shares; 2025Q1: 17,089 shares; 2025Q2: 16,989 shares; 2025Q3: 15,168 shares 15,168 $1.99M 0.13% -1,821 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 6,465 shares; 2025Q1: 6,091 shares; 2025Q2: 6,108 shares; 2025Q3: 5,828 shares 5,828 $1.99M 0.13% -280 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,476 shares; 2024Q4: 38,756 shares; 2025Q1: 42,992 shares; 2025Q2: 45,309 shares; 2025Q3: 43,595 shares 43,595 $1.97M 0.13% -1,714 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: 23,555 shares; 2024Q4: 23,048 shares; 2025Q1: 22,087 shares; 2025Q2: 20,480 shares; 2025Q3: 20,184 shares 20,184 $1.91M 0.13% -296 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,172 shares; 2024Q4: 18,731 shares; 2025Q1: 18,723 shares; 2025Q2: 20,161 shares; 2025Q3: 19,569 shares 19,569 $1.89M 0.13% -592 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: 5,486 shares; 2024Q4: 5,471 shares; 2025Q1: 5,321 shares; 2025Q2: 5,163 shares; 2025Q3: 5,108 shares 5,108 $1.87M 0.12% -55 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: 12,297 shares; 2024Q4: 12,297 shares; 2025Q1: 11,347 shares; 2025Q2: 11,347 shares; 2025Q3: 11,347 shares 11,347 $1.84M 0.12% 0 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: 12,617 shares; 2024Q4: 12,470 shares; 2025Q1: 12,395 shares; 2025Q2: 12,640 shares; 2025Q3: 12,434 shares 12,434 $1.77M 0.12% -206 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: 20,382 shares; 2024Q4: 19,707 shares; 2025Q1: 19,649 shares; 2025Q2: 19,489 shares; 2025Q3: 19,114 shares 19,114 $1.75M 0.12% -375 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,784 shares; 2025Q1: 2,679 shares; 2025Q2: 2,668 shares; 2025Q3: 2,664 shares 2,664 $1.68M 0.11% -4 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: 17,465 shares; 2024Q4: 16,310 shares; 2025Q1: 22,696 shares; 2025Q2: 24,512 shares; 2025Q3: 27,285 shares 27,285 $1.67M 0.11% +2,773 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 11,113 shares; 2025Q1: 11,113 shares; 2025Q2: 11,113 shares; 2025Q3: 13,100 shares 13,100 $1.58M 0.11% +1,987 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: 27,553 shares; 2024Q4: 27,016 shares; 2025Q1: 8,553 shares; 2025Q2: 7,849 shares; 2025Q3: 7,477 shares 7,477 $1.57M 0.1% -372 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,446 shares; 2025Q1: 4,843 shares; 2025Q2: 4,783 shares; 2025Q3: 4,738 shares 4,738 $1.57M 0.1% -45 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 13,474 shares; 2025Q1: 12,663 shares; 2025Q2: 12,823 shares; 2025Q3: 11,260 shares 11,260 $1.56M 0.1% -1,563 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 8,021 shares; 2025Q1: 7,825 shares; 2025Q2: 7,327 shares; 2025Q3: 7,127 shares 7,127 $1.53M 0.1% -200 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: 22,855 shares; 2024Q4: 22,380 shares; 2025Q1: 22,380 shares; 2025Q2: 20,506 shares; 2025Q3: 20,704 shares 20,704 $1.51M 0.1% +198 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,615 shares; 2024Q4: 35,823 shares; 2025Q1: 35,473 shares; 2025Q2: 35,906 shares; 2025Q3: 31,169 shares 31,169 $1.51M 0.1% -4,737 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: 5,214 shares; 2024Q4: 5,214 shares; 2025Q1: 5,122 shares; 2025Q2: 5,105 shares; 2025Q3: 5,127 shares 5,127 $1.5M 0.1% +22 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,390 shares; 2025Q1: 7,871 shares; 2025Q2: 7,594 shares; 2025Q3: 7,494 shares 7,494 $1.43M 0.1% -100 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: 15,859 shares; 2024Q4: 18,768 shares; 2025Q1: 18,018 shares; 2025Q2: 17,649 shares; 2025Q3: 17,766 shares 17,766 $1.42M 0.09% +117 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: 8,660 shares; 2024Q4: 7,775 shares; 2025Q1: 6,533 shares; 2025Q2: 6,315 shares; 2025Q3: 6,281 shares 6,281 $1.36M 0.09% -34 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: 26,653 shares; 2024Q4: 18,845 shares; 2025Q1: 17,655 shares; 2025Q2: 16,557 shares; 2025Q3: 12,300 shares 12,300 $1.32M 0.09% -4,257 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,027 shares; 2024Q4: 21,996 shares; 2025Q1: 29,911 shares; 2025Q2: 32,042 shares; 2025Q3: 38,154 shares 38,154 $1.31M 0.09% +6,112 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,035 shares; 2025Q3: 9,553 shares 9,553 $1.29M 0.09% -482 Timeline IYH 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: 22,805 shares; 2024Q4: 22,805 shares; 2025Q1: 22,761 shares; 2025Q2: 22,042 shares; 2025Q3: 22,002 shares 22,002 $1.29M 0.09% -40 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: 15,775 shares; 2024Q4: 15,775 shares; 2025Q1: 15,989 shares; 2025Q2: 15,962 shares; 2025Q3: 15,747 shares 15,747 $1.29M 0.09% -215 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,702 shares; 2024Q4: 33,807 shares; 2025Q1: 33,025 shares; 2025Q2: 30,969 shares; 2025Q3: 27,150 shares 27,150 $1.28M 0.09% -3,819 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 11,044 shares; 2025Q1: 10,355 shares; 2025Q2: 11,126 shares; 2025Q3: 11,364 shares 11,364 $1.27M 0.08% +238 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,017 shares; 2024Q4: 8,472 shares; 2025Q1: 8,249 shares; 2025Q2: 8,987 shares; 2025Q3: 8,850 shares 8,850 $1.27M 0.08% -137 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,423 shares; 2025Q1: 6,423 shares; 2025Q2: 6,271 shares; 2025Q3: 6,169 shares 6,169 $1.26M 0.08% -102 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,157 shares; 2025Q1: 7,849 shares; 2025Q2: 7,731 shares; 2025Q3: 6,863 shares 6,863 $1.23M 0.08% -868 Timeline XLRE 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: 22,771 shares; 2024Q4: 29,359 shares; 2025Q1: 29,366 shares; 2025Q2: 29,090 shares; 2025Q3: 28,472 shares 28,472 $1.2M 0.08% -618 Timeline IYC 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: 12,790 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,050 shares; 2025Q3: 11,322 shares 11,322 $1.19M 0.08% -728 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 18,075 shares; 2025Q1: 13,211 shares; 2025Q2: 19,459 shares; 2025Q3: 11,762 shares 11,762 $1.18M 0.08% -7,697 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: 43,439 shares; 2024Q4: 47,739 shares; 2025Q1: 46,973 shares; 2025Q2: 47,552 shares; 2025Q3: 39,744 shares 39,744 $1.12M 0.07% -7,808 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: 9,287 shares; 2024Q4: 9,212 shares; 2025Q1: 9,174 shares; 2025Q2: 8,729 shares; 2025Q3: 8,713 shares 8,713 $1.12M 0.07% -16 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: 6,979 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 5,376 shares; 2025Q3: 5,111 shares 5,111 $1.1M 0.07% -265 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,574 shares; 2025Q2: 21,574 shares; 2025Q3: 21,574 shares 21,574 $1.1M 0.07% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 7,942 shares; 2025Q1: 7,887 shares; 2025Q2: 7,774 shares; 2025Q3: 7,343 shares 7,343 $1.07M 0.07% -431 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,286 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 7,224 shares 7,224 $1.05M 0.07% -52 Timeline VDE 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: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 7,543 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares 7,863 $990K 0.07% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,105 shares 5,105 $984K 0.07% +65 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 3,997 shares; 2025Q3: 3,997 shares 3,997 $982K 0.07% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,921 shares; 2024Q4: 14,795 shares; 2025Q1: 14,769 shares; 2025Q2: 14,569 shares; 2025Q3: 14,469 shares 14,469 $970K 0.06% -100 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 5,517 shares; 2025Q1: 4,699 shares; 2025Q2: 5,219 shares; 2025Q3: 5,384 shares 5,384 $917K 0.06% +165 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,079 shares; 2025Q1: 2,477 shares; 2025Q2: 2,448 shares; 2025Q3: 2,467 shares 2,467 $912K 0.06% +19 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: 4,483 shares; 2024Q4: 4,486 shares; 2025Q1: 3,577 shares; 2025Q2: 3,458 shares; 2025Q3: 3,088 shares 3,088 $872K 0.06% -370 Timeline VIS 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: 3,178 shares; 2024Q4: 3,178 shares; 2025Q1: 3,134 shares; 2025Q2: 2,984 shares; 2025Q3: 2,934 shares 2,934 $869K 0.06% -50 Timeline IDU 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: 10,485 shares; 2024Q4: 10,410 shares; 2025Q1: 7,903 shares; 2025Q2: 7,780 shares; 2025Q3: 7,776 shares 7,776 $862K 0.06% -4 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: 8,198 shares; 2025Q3: 8,198 shares 8,198 $862K 0.06% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 21,429 shares; 2025Q1: 21,429 shares; 2025Q2: 19,454 shares; 2025Q3: 16,454 shares 16,454 $861K 0.06% -3,000 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: 8,672 shares; 2024Q4: 9,713 shares; 2025Q1: 9,328 shares; 2025Q2: 9,249 shares; 2025Q3: 8,377 shares 8,377 $860K 0.06% -872 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,288 shares; 2024Q4: 21,558 shares; 2025Q1: 21,248 shares; 2025Q2: 16,929 shares; 2025Q3: 16,968 shares 16,968 $856K 0.06% +39 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 15,131 shares; 2025Q1: 15,131 shares; 2025Q2: 14,230 shares; 2025Q3: 14,230 shares 14,230 $850K 0.06% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 7,299 shares; 2025Q1: 8,119 shares; 2025Q2: 9,090 shares; 2025Q3: 9,541 shares 9,541 $833K 0.06% +451 Timeline IYK 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: 12,690 shares; 2024Q4: 12,690 shares; 2025Q1: 12,690 shares; 2025Q2: 12,315 shares; 2025Q3: 12,065 shares 12,065 $825K 0.05% -250 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,810 shares; 2025Q1: 8,142 shares; 2025Q2: 8,251 shares; 2025Q3: 8,062 shares 8,062 $768K 0.05% -189 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,257 shares; 2024Q4: 17,932 shares; 2025Q1: 17,497 shares; 2025Q2: 17,170 shares; 2025Q3: 17,013 shares 17,013 $766K 0.05% -157 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,541 shares; 2025Q1: 9,595 shares; 2025Q2: 2,091 shares; 2025Q3: 2,173 shares 2,173 $750K 0.05% +82 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: 5,698 shares; 2024Q4: 5,698 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,948 shares 3,948 $741K 0.05% -50 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,497 shares; 2024Q4: 15,528 shares; 2025Q1: 14,519 shares; 2025Q2: 14,419 shares; 2025Q3: 14,356 shares 14,356 $724K 0.05% -63 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,771 shares; 2025Q1: 1,765 shares; 2025Q2: 1,740 shares; 2025Q3: 2,563 shares 2,563 $702K 0.05% +823 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,144 shares; 2025Q1: 1,339 shares; 2025Q2: 1,278 shares; 2025Q3: 1,389 shares 1,389 $693K 0.05% +111 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,783 shares; 2025Q1: 8,783 shares; 2025Q2: 8,902 shares; 2025Q3: 9,194 shares 9,194 $685K 0.05% +292 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,303 shares; 2025Q2: 2,188 shares; 2025Q3: 2,182 shares 2,182 $684K 0.05% -6 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 926 shares; 2025Q3: 881 shares 881 $681K 0.05% -45 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,391 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares 5,275 $668K 0.04% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,569 shares; 2024Q4: 24,494 shares; 2025Q1: 24,494 shares; 2025Q2: 24,494 shares; 2025Q3: 24,494 shares 24,494 $663K 0.04% 0 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: 3,184 shares; 2024Q4: 3,124 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares 2,188 $657K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,111 shares; 2025Q1: 1,102 shares; 2025Q2: 1,088 shares; 2025Q3: 1,077 shares 1,077 $656K 0.04% -11 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,743 shares; 2025Q1: 7,646 shares; 2025Q2: 7,062 shares; 2025Q3: 6,427 shares 6,427 $652K 0.04% -635 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,584 shares 4,584 $649K 0.04% +230 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,590 shares; 2025Q1: 2,522 shares; 2025Q2: 2,470 shares; 2025Q3: 2,460 shares 2,460 $639K 0.04% -10 Timeline VCR 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,733 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares 1,592 $631K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 2,747 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares 2,643 $624K 0.04% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,668 shares; 2025Q1: 8,970 shares; 2025Q2: 9,872 shares; 2025Q3: 9,535 shares 9,535 $624K 0.04% -337 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 4,223 shares; 2025Q2: 4,108 shares; 2025Q3: 4,083 shares 4,083 $605K 0.04% -25 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 10,905 shares; 2025Q1: 10,572 shares; 2025Q2: 10,452 shares; 2025Q3: 10,017 shares 10,017 $598K 0.04% -435 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 2,307 shares; 2025Q1: 1,907 shares; 2025Q2: 1,919 shares; 2025Q3: 1,941 shares 1,941 $593K 0.04% +22 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 2,751 shares; 2025Q1: 3,111 shares; 2025Q2: 4,829 shares; 2025Q3: 4,536 shares 4,536 $585K 0.04% -293 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,567 shares; 2025Q1: 2,267 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900 $584K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,349 shares; 2025Q3: 7,049 shares 7,049 $578K 0.04% -300 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: 2,494 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,458 shares; 2025Q3: 2,423 shares 2,423 $577K 0.04% -35 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,828 shares; 2025Q2: 1,761 shares; 2025Q3: 1,855 shares 1,855 $575K 0.04% +94 Timeline IGIB 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: 10,711 shares; 2024Q4: 10,711 shares; 2025Q1: 10,686 shares; 2025Q2: 10,606 shares; 2025Q3: 10,606 shares 10,606 $574K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $563K 0.04% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 7,075 shares; 2025Q1: 7,145 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares 7,295 $543K 0.04% 0 Timeline VFH 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: 4,367 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 4,317 shares; 2025Q3: 4,117 shares 4,117 $540K 0.04% -200 Timeline KBE 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: 12,065 shares; 2024Q4: 11,665 shares; 2025Q1: 9,165 shares; 2025Q2: 9,045 shares; 2025Q3: 9,033 shares 9,033 $537K 0.04% -12 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 342 shares; 2025Q1: 376 shares; 2025Q2: 395 shares; 2025Q3: 404 shares 404 $532K 0.04% +9 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares 7,200 $529K 0.04% 0 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: 82,974 shares; 2024Q4: 83,800 shares; 2025Q1: 20,174 shares; 2025Q2: 17,115 shares; 2025Q3: 16,797 shares 16,797 $528K 0.04% -318 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: 6,801 shares; 2024Q4: 6,701 shares; 2025Q1: 6,601 shares; 2025Q2: 6,343 shares; 2025Q3: 6,243 shares 6,243 $523K 0.03% -100 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 3,724 shares; 2025Q3: 3,698 shares 3,698 $516K 0.03% -26 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 5,974 shares; 2025Q1: 5,698 shares; 2025Q2: 5,680 shares; 2025Q3: 5,380 shares 5,380 $492K 0.03% -300 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares 3,475 $490K 0.03% 0 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: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,190 shares 3,190 $485K 0.03% -325 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,310 shares; 2025Q2: 2,276 shares; 2025Q3: 2,251 shares 2,251 $481K 0.03% -25 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,543 shares; 2025Q3: 1,365 shares 1,365 $479K 0.03% -178 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares 2,131 $474K 0.03% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 685 shares; 2025Q3: 775 shares 775 $454K 0.03% +90 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,071 shares; 2025Q3: 5,325 shares 5,325 $449K 0.03% +254 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,120 shares; 2025Q1: 15,720 shares; 2025Q2: 13,425 shares; 2025Q3: 13,000 shares 13,000 $448K 0.03% -425 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares 2,643 $442K 0.03% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,839 shares; 2024Q4: 8,439 shares; 2025Q1: 7,981 shares; 2025Q2: 7,573 shares; 2025Q3: 5,505 shares 5,505 $434K 0.03% -2,068 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 5,557 shares; 2025Q1: 5,807 shares; 2025Q2: 5,935 shares; 2025Q3: 5,612 shares 5,612 $432K 0.03% -323 Timeline IYE 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: 9,129 shares; 2024Q4: 9,129 shares; 2025Q1: 9,122 shares; 2025Q2: 9,068 shares; 2025Q3: 9,065 shares 9,065 $431K 0.03% -3 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: 401 shares; 2024Q4: 395 shares; 2025Q1: 379 shares; 2025Q2: 374 shares; 2025Q3: 358 shares 358 $429K 0.03% -16 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares 3,375 $428K 0.03% 0 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,810 shares; 2025Q1: 8,510 shares; 2025Q2: 8,625 shares; 2025Q3: 8,540 shares 8,540 $427K 0.03% -85 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: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares 3,190 $427K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 4,347 shares; 2025Q1: 4,747 shares; 2025Q2: 5,812 shares; 2025Q3: 5,597 shares 5,597 $416K 0.03% -215 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: 1,571 shares; 2024Q4: 1,705 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,490 shares 1,490 $416K 0.03% -53 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 37,400 shares; 2025Q1: 37,100 shares; 2025Q2: 32,250 shares; 2025Q3: 32,250 shares 32,250 $413K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 11,947 shares; 2025Q1: 11,396 shares; 2025Q2: 11,116 shares; 2025Q3: 8,333 shares 8,333 $412K 0.03% -2,783 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 16,122 shares; 2025Q1: 14,972 shares; 2025Q2: 14,972 shares; 2025Q3: 14,547 shares 14,547 $412K 0.03% -425 Timeline NUMV 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: 11,347 shares; 2024Q4: 11,331 shares; 2025Q1: 11,331 shares; 2025Q2: 11,066 shares; 2025Q3: 10,644 shares 10,644 $412K 0.03% -422 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: 51,463 shares; 2024Q4: 40,736 shares; 2025Q1: 16,533 shares; 2025Q2: 15,386 shares; 2025Q3: 12,245 shares 12,245 $411K 0.03% -3,141 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares 14,500 $410K 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,844 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares 1,776 $408K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,465 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares 1,455 $406K 0.03% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 12,260 shares; 2025Q1: 12,708 shares; 2025Q2: 15,828 shares; 2025Q3: 16,135 shares 16,135 $399K 0.03% +307 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,476 shares; 2024Q4: 66,476 shares; 2025Q1: 66,476 shares; 2025Q2: 93,236 shares; 2025Q3: 118,236 shares 118,236 $398K 0.03% +25,000 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares 2,080 $394K 0.03% 0 Timeline NUMG 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: 8,542 shares; 2024Q4: 8,528 shares; 2025Q1: 8,528 shares; 2025Q2: 8,328 shares; 2025Q3: 7,985 shares 7,985 $389K 0.03% -343 Timeline IBB 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: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares 2,675 $386K 0.03% 0 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: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares 7,484 $377K 0.03% 0 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: 842 shares; 2024Q4: 850 shares; 2025Q1: 608 shares; 2025Q2: 604 shares; 2025Q3: 545 shares 545 $372K 0.02% -59 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,198 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,283 shares 2,283 $369K 0.02% +200 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,893 shares; 2024Q4: 3,878 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,954 shares 3,954 $368K 0.02% +76 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares 3,445 $366K 0.02% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 9,975 shares 9,975 $366K 0.02% -600 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,920 shares; 2025Q1: 1,877 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares 1,668 $364K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,883 shares; 2024Q4: 21,213 shares; 2025Q1: 20,963 shares; 2025Q2: 14,920 shares; 2025Q3: 13,778 shares 13,778 $363K 0.02% -1,142 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,769 shares; 2024Q4: 19,460 shares; 2025Q1: 16,376 shares; 2025Q2: 8,770 shares; 2025Q3: 8,619 shares 8,619 $353K 0.02% -151 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,526 shares; 2025Q3: 1,490 shares 1,490 $351K 0.02% -36 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: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 2,901 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares 2,825 $346K 0.02% 0 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: not reported; 2024Q4: 2,775 shares; 2025Q1: 2,605 shares; 2025Q2: 2,369 shares; 2025Q3: 2,309 shares 2,309 $343K 0.02% -60 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: 3,957 shares; 2024Q4: 3,880 shares; 2025Q1: 3,880 shares; 2025Q2: 3,875 shares; 2025Q3: 3,726 shares 3,726 $335K 0.02% -149 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares 1,355 $334K 0.02% 0 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: 702 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 670 shares; 2025Q3: 676 shares 676 $329K 0.02% +6 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: 348 shares; 2025Q1: 278 shares; 2025Q2: 292 shares; 2025Q3: 282 shares 282 $329K 0.02% -10 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,350 shares; 2025Q3: 1,259 shares 1,259 $328K 0.02% -91 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 172 shares; 2025Q3: 219 shares 219 $328K 0.02% +47 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,074 shares; 2024Q4: 39,753 shares; 2025Q1: 8,932 shares; 2025Q2: 7,675 shares; 2025Q3: 4,079 shares 4,079 $313K 0.02% -3,596 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 3,245 shares; 2025Q1: 2,995 shares; 2025Q2: 2,819 shares; 2025Q3: 2,840 shares 2,840 $312K 0.02% +21 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: 18,160 shares; 2024Q4: 13,660 shares; 2025Q1: 13,416 shares; 2025Q2: 13,364 shares; 2025Q3: 8,696 shares 8,696 $309K 0.02% -4,668 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,976 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares 1,945 $302K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,134 shares 3,134 $299K 0.02% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 6,104 shares; 2025Q1: 5,104 shares; 2025Q2: 4,894 shares; 2025Q3: 4,694 shares 4,694 $297K 0.02% -200 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,076 shares; 2025Q3: 11,076 shares 11,076 $291K 0.02% 0 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP 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: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares 5,540 $291K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 4,840 shares; 2025Q1: 4,729 shares; 2025Q2: 4,761 shares; 2025Q3: 4,591 shares 4,591 $287K 0.02% -170 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,876 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,526 shares 1,526 $285K 0.02% -322 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,287 shares 1,287 $279K 0.02% -93 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,084 shares; 2025Q1: 2,033 shares; 2025Q2: 1,738 shares; 2025Q3: 1,694 shares 1,694 $277K 0.02% -44 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,625 shares 1,625 $274K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,580 shares; 2025Q1: 3,194 shares; 2025Q2: 2,994 shares; 2025Q3: 3,228 shares 3,228 $270K 0.02% +234 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: 9,088 shares; 2024Q4: 5,360 shares; 2025Q1: 4,606 shares; 2025Q2: 3,727 shares; 2025Q3: 3,478 shares 3,478 $262K 0.02% -249 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 725 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 620 shares 620 $262K 0.02% -94 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,223 shares; 2025Q2: 1,199 shares; 2025Q3: 1,238 shares 1,238 $256K 0.02% +39 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,817 shares; 2025Q1: 2,517 shares; 2025Q2: 2,451 shares; 2025Q3: 2,449 shares 2,449 $256K 0.02% -2 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $253K 0.02% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares 1,228 $252K 0.02% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares; 2025Q3: 6,482 shares 6,482 $252K 0.02% +600 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: 30,395 shares; 2024Q4: 30,451 shares; 2025Q1: 30,632 shares; 2025Q2: 1,443 shares; 2025Q3: 1,161 shares 1,161 $240K 0.02% -282 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: 774 shares; 2024Q4: 759 shares; 2025Q1: 609 shares; 2025Q2: 579 shares; 2025Q3: 501 shares 501 $239K 0.02% -78 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 704 shares 704 $232K 0.02% -33 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 6,850 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,600 shares 6,600 $231K 0.02% -150 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,977 shares 2,977 $225K 0.02% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,221 shares; 2025Q1: 5,221 shares; 2025Q2: not reported; 2025Q3: 4,821 shares 4,821 $221K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 1,454 shares 1,454 $219K 0.01% -136 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,035 shares; 2025Q1: 3,220 shares; 2025Q2: 3,439 shares; 2025Q3: 3,225 shares 3,225 $217K 0.01% -214 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: 2,908 shares; 2024Q4: 2,903 shares; 2025Q1: 2,810 shares; 2025Q2: 2,688 shares; 2025Q3: 2,597 shares 2,597 $217K 0.01% -91 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares 226 $215K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 1,430 shares 1,430 $214K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares 608 $213K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 665 shares; 2025Q2: 652 shares; 2025Q3: 599 shares 599 $207K 0.01% -53 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,334 shares; 2025Q1: 3,156 shares; 2025Q2: 3,156 shares; 2025Q3: 3,056 shares 3,056 $206K 0.01% -100 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,683 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares; 2025Q3: 3,404 shares 3,404 $205K 0.01% -279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 332 shares 332 $203K 0.01% -221 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: 2,717 shares; 2024Q4: 2,707 shares; 2025Q1: 2,617 shares; 2025Q2: 1,685 shares; 2025Q3: 1,245 shares 1,245 $203K 0.01% -440 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,673 shares; 2025Q3: 4,488 shares 4,488 $202K 0.01% -185 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares; 2025Q2: 58,800 shares; 2025Q3: 58,800 shares 58,800 $184K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares 28,000 $87.4K 0.01% 0 Timeline