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: 285,536 shares; 2024Q4: 248,764 shares; 2025Q1: 241,430 shares; 2025Q2: 239,315 shares; 2025Q3: 217,766 shares 217,766 $55.5M 4.8% -21,549 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: 303,244 shares; 2024Q4: 306,679 shares; 2025Q1: 270,844 shares; 2025Q2: 271,215 shares; 2025Q3: 256,166 shares 256,166 $47.8M 4.14% -15,049 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: 91,227 shares; 2024Q4: 93,462 shares; 2025Q1: 92,663 shares; 2025Q2: 91,929 shares; 2025Q3: 90,062 shares 90,062 $46.6M 4.04% -1,867 Timeline QUAL 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: 119,307 shares; 2024Q4: 139,976 shares; 2025Q1: 157,313 shares; 2025Q2: 171,866 shares; 2025Q3: 187,733 shares 187,733 $36.5M 3.16% +15,867 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,009 shares; 2024Q4: 74,400 shares; 2025Q1: 95,441 shares; 2025Q2: 106,254 shares; 2025Q3: 121,497 shares 121,497 $25.4M 2.2% +15,243 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: 154,342 shares; 2024Q4: 116,554 shares; 2025Q1: 112,866 shares; 2025Q2: 108,334 shares; 2025Q3: 104,230 shares 104,230 $25.3M 2.19% -4,104 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: 71,876 shares; 2024Q4: 73,032 shares; 2025Q1: 74,717 shares; 2025Q2: 77,623 shares; 2025Q3: 77,229 shares 77,229 $24.4M 2.11% -394 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: 106,762 shares; 2024Q4: 108,372 shares; 2025Q1: 107,643 shares; 2025Q2: 110,379 shares; 2025Q3: 109,454 shares 109,454 $24M 2.08% -925 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: 60,976 shares; 2024Q4: 59,064 shares; 2025Q1: 57,028 shares; 2025Q2: 54,635 shares; 2025Q3: 48,096 shares 48,096 $22.5M 1.95% -6,539 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: 39,336 shares; 2024Q4: 40,267 shares; 2025Q1: 45,049 shares; 2025Q2: 45,879 shares; 2025Q3: 39,486 shares 39,486 $18.8M 1.63% -6,393 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: 29,811 shares; 2024Q4: 30,991 shares; 2025Q1: 31,280 shares; 2025Q2: 32,815 shares; 2025Q3: 35,277 shares 35,277 $17.7M 1.54% +2,462 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,062 shares; 2024Q4: 143,062 shares; 2025Q1: 143,062 shares; 2025Q2: 143,062 shares; 2025Q3: 143,062 shares 143,062 $17.7M 1.53% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,365 shares; 2024Q4: 56,271 shares; 2025Q1: 67,895 shares; 2025Q2: 74,257 shares; 2025Q3: 84,719 shares 84,719 $17.2M 1.49% +10,462 Timeline TLT 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: 167,671 shares; 2024Q4: 152,989 shares; 2025Q1: 197,519 shares; 2025Q2: 186,099 shares; 2025Q3: 187,554 shares 187,554 $16.8M 1.45% +1,455 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: 111,801 shares; 2024Q4: 113,126 shares; 2025Q1: 114,860 shares; 2025Q2: 114,866 shares; 2025Q3: 114,931 shares 114,931 $16.1M 1.4% +65 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: 97,318 shares; 2024Q4: 99,769 shares; 2025Q1: 100,424 shares; 2025Q2: 101,492 shares; 2025Q3: 102,367 shares 102,367 $15.9M 1.38% +875 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: 13,131 shares; 2025Q1: 13,192 shares; 2025Q2: 13,380 shares; 2025Q3: 13,474 shares 13,474 $15.7M 1.36% +94 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: 141,283 shares; 2024Q4: 159,087 shares; 2025Q1: 185,818 shares; 2025Q2: 190,236 shares; 2025Q3: 209,780 shares 209,780 $15.6M 1.35% +19,544 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: 35,243 shares; 2024Q4: 37,113 shares; 2025Q1: 35,960 shares; 2025Q2: 35,905 shares; 2025Q3: 35,747 shares 35,747 $14.5M 1.25% -158 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: 109,507 shares; 2024Q4: 31,892 shares; 2025Q1: 21,086 shares; 2025Q2: 21,143 shares; 2025Q3: 20,743 shares 20,743 $13.8M 1.2% -400 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: 119,813 shares; 2024Q4: 117,620 shares; 2025Q1: 109,168 shares; 2025Q2: 102,572 shares; 2025Q3: 97,688 shares 97,688 $13.8M 1.19% -4,884 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: 85,122 shares; 2024Q4: 85,904 shares; 2025Q1: 79,722 shares; 2025Q2: 79,633 shares; 2025Q3: 79,469 shares 79,469 $13.3M 1.15% -164 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,067 shares; 2024Q4: 211,742 shares; 2025Q1: 252,328 shares; 2025Q2: 254,649 shares; 2025Q3: 260,586 shares 260,586 $12.8M 1.11% +5,937 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: 68,227 shares; 2024Q4: 69,864 shares; 2025Q1: 70,057 shares; 2025Q2: 68,630 shares; 2025Q3: 68,636 shares 68,636 $12.7M 1.1% +6 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: 42,326 shares; 2024Q4: 44,600 shares; 2025Q1: 44,267 shares; 2025Q2: 44,625 shares; 2025Q3: 44,839 shares 44,839 $12.7M 1.1% +214 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,862 shares; 2024Q4: 108,654 shares; 2025Q1: 77,496 shares; 2025Q2: 73,062 shares; 2025Q3: 64,700 shares 64,700 $11.8M 1.02% -8,362 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: 148,123 shares; 2024Q4: 151,698 shares; 2025Q1: 150,932 shares; 2025Q2: 152,715 shares; 2025Q3: 155,177 shares 155,177 $11.7M 1.01% +2,462 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: 43,163 shares; 2024Q4: 43,620 shares; 2025Q1: 39,109 shares; 2025Q2: 39,235 shares; 2025Q3: 39,630 shares 39,630 $11.6M 1.01% +395 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,202 shares; 2024Q4: 165,903 shares; 2025Q1: 233,078 shares; 2025Q2: 257,873 shares; 2025Q3: 244,319 shares 244,319 $11.6M 1% -13,554 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: 37,947 shares; 2024Q4: 39,113 shares; 2025Q1: 39,784 shares; 2025Q2: 40,681 shares; 2025Q3: 41,674 shares 41,674 $11.4M 0.98% +993 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: 13,183 shares; 2024Q4: 13,074 shares; 2025Q1: 12,869 shares; 2025Q2: 12,821 shares; 2025Q3: 12,185 shares 12,185 $11.3M 0.98% -636 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: 47,811 shares; 2024Q4: 48,802 shares; 2025Q1: 46,751 shares; 2025Q2: 45,353 shares; 2025Q3: 44,819 shares 44,819 $10.9M 0.94% -534 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: 38,749 shares; 2024Q4: 59,179 shares; 2025Q1: 101,355 shares; 2025Q2: 112,448 shares; 2025Q3: 123,390 shares 123,390 $10.8M 0.93% +10,942 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: not reported; 2024Q4: not reported; 2025Q1: 34,756 shares; 2025Q2: 34,734 shares; 2025Q3: 34,755 shares 34,755 $10.6M 0.92% +21 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: 35,025 shares; 2024Q4: 34,853 shares; 2025Q1: 34,821 shares; 2025Q2: 35,182 shares; 2025Q3: 35,832 shares 35,832 $10.1M 0.88% +650 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: 112,610 shares; 2024Q4: 113,861 shares; 2025Q1: 115,751 shares; 2025Q2: 118,035 shares; 2025Q3: 118,910 shares 118,910 $9.98M 0.86% +875 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: 144,331 shares; 2024Q4: 145,333 shares; 2025Q1: 144,705 shares; 2025Q2: 144,595 shares; 2025Q3: 144,768 shares 144,768 $9.9M 0.86% +173 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: 26,590 shares; 2024Q4: 26,907 shares; 2025Q1: 26,620 shares; 2025Q2: 27,147 shares; 2025Q3: 27,561 shares 27,561 $9.41M 0.81% +414 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,713 shares; 2024Q4: 104,321 shares; 2025Q1: 119,994 shares; 2025Q2: 124,212 shares; 2025Q3: 132,643 shares 132,643 $8.96M 0.78% +8,431 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: 16,905 shares; 2024Q4: 17,314 shares; 2025Q1: 17,307 shares; 2025Q2: 17,469 shares; 2025Q3: 17,830 shares 17,830 $8.9M 0.77% +361 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: 16,673 shares; 2024Q4: 16,754 shares; 2025Q1: 16,755 shares; 2025Q2: 16,719 shares; 2025Q3: 15,232 shares 15,232 $8.66M 0.75% -1,487 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: 102,665 shares; 2024Q4: 116,011 shares; 2025Q1: 115,847 shares; 2025Q2: 119,106 shares; 2025Q3: 130,481 shares 130,481 $8.52M 0.74% +11,375 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: 42,166 shares; 2024Q4: 42,181 shares; 2025Q1: 38,531 shares; 2025Q2: 39,170 shares; 2025Q3: 36,607 shares 36,607 $8.48M 0.73% -2,563 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: 8,004 shares; 2024Q4: 8,858 shares; 2025Q1: 8,941 shares; 2025Q2: 8,662 shares; 2025Q3: 8,714 shares 8,714 $8.44M 0.73% +52 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: 24,744 shares; 2024Q4: 24,905 shares; 2025Q1: 25,178 shares; 2025Q2: 25,054 shares; 2025Q3: 25,297 shares 25,297 $7.78M 0.67% +243 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: 45,475 shares; 2024Q4: 47,197 shares; 2025Q1: 48,230 shares; 2025Q2: 49,602 shares; 2025Q3: 50,403 shares 50,403 $7.74M 0.67% +801 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: 30,068 shares; 2024Q4: 30,429 shares; 2025Q1: 30,403 shares; 2025Q2: 30,420 shares; 2025Q3: 30,837 shares 30,837 $7.6M 0.66% +417 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: 51,633 shares; 2024Q4: 52,512 shares; 2025Q1: 53,634 shares; 2025Q2: 55,078 shares; 2025Q3: 52,307 shares 52,307 $7.56M 0.65% -2,771 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: 90,323 shares; 2024Q4: 110,901 shares; 2025Q1: 110,298 shares; 2025Q2: 111,323 shares; 2025Q3: 111,397 shares 111,397 $7.39M 0.64% +74 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: 7,677 shares; 2024Q4: 8,131 shares; 2025Q1: 8,449 shares; 2025Q2: 8,772 shares; 2025Q3: 8,939 shares 8,939 $7.12M 0.62% +167 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,741 shares; 2024Q4: 32,337 shares; 2025Q1: 33,147 shares; 2025Q2: 33,974 shares; 2025Q3: 35,781 shares 35,781 $6.7M 0.58% +1,807 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: 141,169 shares; 2024Q4: 146,376 shares; 2025Q1: 148,180 shares; 2025Q2: 150,040 shares; 2025Q3: 152,293 shares 152,293 $6.69M 0.58% +2,253 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: 77,716 shares; 2024Q4: 77,198 shares; 2025Q1: 72,328 shares; 2025Q2: 70,568 shares; 2025Q3: 63,754 shares 63,754 $6.57M 0.57% -6,814 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: 42,742 shares; 2024Q4: 50,247 shares; 2025Q1: 50,420 shares; 2025Q2: 51,131 shares; 2025Q3: 51,645 shares 51,645 $6.42M 0.56% +514 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: 38,829 shares; 2024Q4: 44,620 shares; 2025Q1: 45,511 shares; 2025Q2: 45,845 shares; 2025Q3: 53,326 shares 53,326 $6.34M 0.55% +7,481 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,749 shares; 2025Q1: 6,087 shares; 2025Q2: 6,371 shares; 2025Q3: 6,514 shares 6,514 $6.22M 0.54% +143 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: 54,180 shares; 2024Q4: 55,009 shares; 2025Q1: 55,842 shares; 2025Q2: 59,284 shares; 2025Q3: 61,840 shares 61,840 $5.89M 0.51% +2,556 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,717 shares; 2024Q4: 36,260 shares; 2025Q1: 37,592 shares; 2025Q2: 41,598 shares; 2025Q3: 42,100 shares 42,100 $5.82M 0.5% +502 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: 116,317 shares; 2024Q4: 118,033 shares; 2025Q1: 118,044 shares; 2025Q2: 117,886 shares; 2025Q3: 118,159 shares 118,159 $5.71M 0.49% +273 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: 9,506 shares; 2024Q4: 10,007 shares; 2025Q1: 8,955 shares; 2025Q2: 9,076 shares; 2025Q3: 9,302 shares 9,302 $5.67M 0.49% +226 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,040 shares; 2024Q4: 434,490 shares; 2025Q1: 416,183 shares; 2025Q2: 384,965 shares; 2025Q3: 222,387 shares 222,387 $5.6M 0.48% -162,578 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,432 shares; 2024Q4: 39,396 shares; 2025Q1: 37,573 shares; 2025Q2: 30,580 shares; 2025Q3: 30,948 shares 30,948 $5.53M 0.48% +368 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: 40,352 shares; 2024Q4: 40,814 shares; 2025Q1: 40,684 shares; 2025Q2: 40,259 shares; 2025Q3: 40,110 shares 40,110 $5.37M 0.47% -149 Timeline SCHJ 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: 58,618 shares; 2024Q4: 151,814 shares; 2025Q1: 195,920 shares; 2025Q2: 232,966 shares; 2025Q3: 206,657 shares 206,657 $5.16M 0.45% -26,309 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 10,220 shares; 2025Q2: 10,252 shares; 2025Q3: 10,393 shares 10,393 $5.13M 0.44% +141 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,855 shares; 2024Q4: 58,634 shares; 2025Q1: 58,517 shares; 2025Q2: 58,377 shares; 2025Q3: 59,410 shares 59,410 $5.03M 0.44% +1,033 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: 13,785 shares; 2024Q4: 13,832 shares; 2025Q1: 13,550 shares; 2025Q2: 13,828 shares; 2025Q3: 15,042 shares 15,042 $4.96M 0.43% +1,214 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: 14,507 shares; 2024Q4: 15,290 shares; 2025Q1: 15,472 shares; 2025Q2: 15,659 shares; 2025Q3: 15,659 shares 15,659 $4.76M 0.41% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,400 shares; 2024Q4: 91,400 shares; 2025Q1: 91,400 shares; 2025Q2: 91,400 shares; 2025Q3: 91,320 shares 91,320 $4.63M 0.4% -80 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,437 shares; 2025Q3: 167,972 shares 167,972 $4.51M 0.39% +99,535 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: 25,357 shares; 2024Q4: 26,191 shares; 2025Q1: 28,125 shares; 2025Q2: 29,505 shares; 2025Q3: 29,744 shares 29,744 $4.35M 0.38% +239 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: 6,622 shares; 2024Q4: 7,037 shares; 2025Q1: 6,868 shares; 2025Q2: 5,487 shares; 2025Q3: 5,725 shares 5,725 $4.2M 0.36% +238 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 12,246 shares; 2025Q1: 13,223 shares; 2025Q2: 14,092 shares; 2025Q3: 15,100 shares 15,100 $4.13M 0.36% +1,008 Timeline JEPQ 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: 69,460 shares; 2024Q4: 72,521 shares; 2025Q1: 66,291 shares; 2025Q2: 66,490 shares; 2025Q3: 68,817 shares 68,817 $3.96M 0.34% +2,327 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: 32,765 shares; 2024Q4: 32,656 shares; 2025Q1: 34,269 shares; 2025Q2: 34,991 shares; 2025Q3: 34,385 shares 34,385 $3.94M 0.34% -606 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 164,562 shares 164,562 $3.77M 0.33% new 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: 68,594 shares; 2024Q4: 5,539 shares; 2025Q1: 6,046 shares; 2025Q2: 6,244 shares; 2025Q3: 6,197 shares 6,197 $3.72M 0.32% -47 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: 6,148 shares; 2024Q4: 6,672 shares; 2025Q1: 7,021 shares; 2025Q2: 7,505 shares; 2025Q3: 7,523 shares 7,523 $3.65M 0.32% +18 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: 11,184 shares; 2024Q4: 12,492 shares; 2025Q1: 13,264 shares; 2025Q2: 14,192 shares; 2025Q3: 14,928 shares 14,928 $3.53M 0.31% +736 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,693 shares; 2024Q4: 62,762 shares; 2025Q1: 57,474 shares; 2025Q2: 57,605 shares; 2025Q3: 61,731 shares 61,731 $3.52M 0.31% +4,126 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: 18,724 shares; 2024Q4: 21,313 shares; 2025Q1: 21,511 shares; 2025Q2: 18,886 shares; 2025Q3: 19,064 shares 19,064 $3.5M 0.3% +178 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,226 shares; 2024Q4: 217,066 shares; 2025Q1: 201,924 shares; 2025Q2: 171,253 shares; 2025Q3: 170,548 shares 170,548 $3.48M 0.3% -705 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,251 shares; 2025Q3: 36,755 shares 36,755 $3.43M 0.3% +22,504 Timeline IGLB 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: 152,090 shares; 2024Q4: 147,855 shares; 2025Q1: 141,786 shares; 2025Q2: 123,819 shares; 2025Q3: 65,770 shares 65,770 $3.39M 0.29% -58,049 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: 3,144 shares; 2024Q4: 3,275 shares; 2025Q1: 3,000 shares; 2025Q2: 2,800 shares; 2025Q3: 4,397 shares 4,397 $3.35M 0.29% +1,597 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,546 shares; 2024Q4: 29,417 shares; 2025Q1: 35,041 shares; 2025Q2: 37,607 shares; 2025Q3: 38,529 shares 38,529 $3.25M 0.28% +922 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: 49,333 shares; 2024Q4: 47,017 shares; 2025Q1: 40,884 shares; 2025Q2: 35,322 shares; 2025Q3: 34,470 shares 34,470 $3.22M 0.28% -852 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 8,458 shares; 2025Q1: 9,129 shares; 2025Q2: 9,832 shares; 2025Q3: 10,673 shares 10,673 $3.17M 0.27% +841 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: 6,648 shares; 2024Q4: 7,248 shares; 2025Q1: 7,895 shares; 2025Q2: 8,438 shares; 2025Q3: 8,778 shares 8,778 $3.1M 0.27% +340 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: 10,799 shares; 2024Q4: 11,001 shares; 2025Q1: 10,536 shares; 2025Q2: 10,601 shares; 2025Q3: 10,734 shares 10,734 $3.03M 0.26% +133 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,140 shares; 2024Q4: 43,276 shares; 2025Q1: 43,211 shares; 2025Q2: 43,160 shares; 2025Q3: 44,039 shares 44,039 $2.9M 0.25% +879 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: 4,601 shares; 2024Q4: 4,984 shares; 2025Q1: 4,556 shares; 2025Q2: 4,785 shares; 2025Q3: 6,780 shares 6,780 $2.86M 0.25% +1,995 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: 26,646 shares; 2024Q4: 27,930 shares; 2025Q1: 27,217 shares; 2025Q2: 27,318 shares; 2025Q3: 24,978 shares 24,978 $2.82M 0.24% -2,340 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 4,997 shares; 2025Q1: 4,913 shares; 2025Q2: 4,933 shares; 2025Q3: 7,833 shares 7,833 $2.78M 0.24% +2,900 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: 74,861 shares; 2024Q4: 21,257 shares; 2025Q1: 16,668 shares; 2025Q2: 15,034 shares; 2025Q3: 14,781 shares 14,781 $2.76M 0.24% -253 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,611 shares; 2024Q4: 6,821 shares; 2025Q1: 5,541 shares; 2025Q2: 5,491 shares; 2025Q3: 5,491 shares 5,491 $2.69M 0.23% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,501 shares; 2024Q4: 13,623 shares; 2025Q1: 13,623 shares; 2025Q2: 13,183 shares; 2025Q3: 13,183 shares 13,183 $2.6M 0.23% 0 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: 9,517 shares; 2024Q4: 11,617 shares; 2025Q1: 12,562 shares; 2025Q2: 12,991 shares; 2025Q3: 13,729 shares 13,729 $2.6M 0.23% +738 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 18,400 shares; 2025Q1: 9,595 shares; 2025Q2: 12,584 shares; 2025Q3: 12,744 shares 12,744 $2.5M 0.22% +160 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,941 shares; 2024Q4: 12,989 shares; 2025Q1: 13,214 shares; 2025Q2: 13,252 shares; 2025Q3: 48,314 shares 48,314 $2.42M 0.21% +35,062 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,723 shares; 2024Q4: 18,038 shares; 2025Q1: 16,759 shares; 2025Q2: 16,727 shares; 2025Q3: 16,174 shares 16,174 $2.3M 0.2% -553 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: 14,126 shares; 2024Q4: 14,110 shares; 2025Q1: 10,609 shares; 2025Q2: 10,342 shares; 2025Q3: 10,535 shares 10,535 $2.2M 0.19% +193 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: 13,836 shares; 2024Q4: 21,064 shares; 2025Q1: 21,689 shares; 2025Q2: 22,056 shares; 2025Q3: 22,627 shares 22,627 $2.14M 0.19% +571 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: 6,868 shares; 2024Q4: 7,070 shares; 2025Q1: 7,146 shares; 2025Q2: 7,537 shares; 2025Q3: 7,769 shares 7,769 $2.1M 0.18% +232 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,124 shares; 2024Q4: 111,924 shares; 2025Q1: 111,924 shares; 2025Q2: 111,924 shares; 2025Q3: 111,924 shares 111,924 $2.09M 0.18% 0 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: 3,241 shares; 2024Q4: 3,241 shares; 2025Q1: 3,242 shares; 2025Q2: 3,114 shares; 2025Q3: 3,114 shares 3,114 $2.08M 0.18% 0 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: 7,043 shares; 2024Q4: 7,283 shares; 2025Q1: 7,377 shares; 2025Q2: 7,783 shares; 2025Q3: 7,948 shares 7,948 $2.07M 0.18% +165 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: 4,248 shares; 2024Q4: 4,382 shares; 2025Q1: 4,215 shares; 2025Q2: 4,392 shares; 2025Q3: 4,303 shares 4,303 $2.04M 0.18% -89 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 981 shares; 2025Q1: 862 shares; 2025Q2: 859 shares; 2025Q3: 859 shares 859 $2.01M 0.17% 0 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,055 shares; 2025Q1: 103,052 shares; 2025Q2: 153,024 shares; 2025Q3: 149,973 shares 149,973 $2M 0.17% -3,051 Timeline SFGV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,443 shares; 2025Q3: 63,774 shares 63,774 $1.98M 0.17% -8,669 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: 10,497 shares; 2024Q4: 10,583 shares; 2025Q1: 7,747 shares; 2025Q2: 7,228 shares; 2025Q3: 5,654 shares 5,654 $1.95M 0.17% -1,574 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 17,389 shares; 2025Q1: 18,238 shares; 2025Q2: 18,964 shares; 2025Q3: 19,416 shares 19,416 $1.95M 0.17% +452 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: 6,692 shares; 2024Q4: 7,404 shares; 2025Q1: 7,255 shares; 2025Q2: 6,928 shares; 2025Q3: 6,917 shares 6,917 $1.95M 0.17% -11 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,597 shares; 2025Q1: 3,239 shares; 2025Q2: 10,227 shares; 2025Q3: 11,654 shares 11,654 $1.94M 0.17% +1,427 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: 16,244 shares; 2024Q4: 15,584 shares; 2025Q1: 15,985 shares; 2025Q2: 16,035 shares; 2025Q3: 16,035 shares 16,035 $1.94M 0.17% 0 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: 3,907 shares; 2024Q4: 4,602 shares; 2025Q1: 8,532 shares; 2025Q2: 18,332 shares; 2025Q3: 18,180 shares 18,180 $1.84M 0.16% -152 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: 13,324 shares; 2024Q4: 12,874 shares; 2025Q1: 25,441 shares; 2025Q2: 25,156 shares; 2025Q3: 25,311 shares 25,311 $1.84M 0.16% +155 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 3,062 shares; 2025Q1: 3,181 shares; 2025Q2: 6,671 shares; 2025Q3: 8,191 shares 8,191 $1.76M 0.15% +1,520 Timeline IQLT 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: 44,704 shares; 2024Q4: 42,711 shares; 2025Q1: 42,053 shares; 2025Q2: 42,053 shares; 2025Q3: 39,553 shares 39,553 $1.75M 0.15% -2,500 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: 4,454 shares; 2024Q4: 4,630 shares; 2025Q1: 4,661 shares; 2025Q2: 4,662 shares; 2025Q3: 4,609 shares 4,609 $1.73M 0.15% -53 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,415 shares; 2024Q4: 78,434 shares; 2025Q1: 81,350 shares; 2025Q2: 86,580 shares; 2025Q3: 89,077 shares 89,077 $1.73M 0.15% +2,497 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: 22,635 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,885 shares 2,885 $1.72M 0.15% -100 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: 5,362 shares; 2024Q4: 5,519 shares; 2025Q1: 5,542 shares; 2025Q2: 5,801 shares; 2025Q3: 5,994 shares 5,994 $1.67M 0.14% +193 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: 5,880 shares; 2024Q4: 6,005 shares; 2025Q1: 5,920 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares 5,910 $1.62M 0.14% 0 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: 14,960 shares; 2024Q4: 15,185 shares; 2025Q1: 15,185 shares; 2025Q2: 15,185 shares; 2025Q3: 15,170 shares 15,170 $1.59M 0.14% -15 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: 4,038 shares; 2024Q4: 4,176 shares; 2025Q1: 3,791 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares 3,407 $1.52M 0.13% 0 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: 20,545 shares; 2024Q4: 18,370 shares; 2025Q1: 16,670 shares; 2025Q2: 17,765 shares; 2025Q3: 15,115 shares 15,115 $1.51M 0.13% -2,650 Timeline FLOT 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: 22,185 shares; 2024Q4: 24,585 shares; 2025Q1: 27,360 shares; 2025Q2: 28,710 shares; 2025Q3: 29,210 shares 29,210 $1.49M 0.13% +500 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,296 shares; 2025Q1: 6,212 shares; 2025Q2: 6,206 shares; 2025Q3: 6,166 shares 6,166 $1.49M 0.13% -40 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: 1,503 shares; 2024Q4: 1,758 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,959 shares 1,959 $1.49M 0.13% +400 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: 10,945 shares; 2024Q4: 11,210 shares; 2025Q1: 11,135 shares; 2025Q2: 11,125 shares; 2025Q3: 11,125 shares 11,125 $1.46M 0.13% 0 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: 15,510 shares; 2024Q4: 15,252 shares; 2025Q1: 15,242 shares; 2025Q2: 15,142 shares; 2025Q3: 15,042 shares 15,042 $1.45M 0.13% -100 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,335 shares; 2024Q4: 17,735 shares; 2025Q1: 17,005 shares; 2025Q2: 16,930 shares; 2025Q3: 12,930 shares 12,930 $1.44M 0.13% -4,000 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 4,272 shares; 2025Q1: 4,272 shares; 2025Q2: 4,262 shares; 2025Q3: 4,222 shares 4,222 $1.44M 0.12% -40 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: 6,369 shares; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,044 shares; 2025Q3: 5,249 shares 5,249 $1.36M 0.12% -795 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: 7,074 shares; 2024Q4: 8,855 shares; 2025Q1: 10,083 shares; 2025Q2: 9,320 shares; 2025Q3: 9,441 shares 9,441 $1.32M 0.11% +121 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: 4,525 shares; 2024Q4: 6,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,524 shares 5,524 $1.27M 0.11% -1 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,750 shares; 2025Q1: 13,525 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares 13,475 $1.26M 0.11% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 22,710 shares; 2025Q1: 23,320 shares; 2025Q2: 25,961 shares; 2025Q3: 27,131 shares 27,131 $1.26M 0.11% +1,170 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,655 shares; 2025Q1: 7,105 shares; 2025Q2: 7,105 shares; 2025Q3: 7,105 shares 7,105 $1.21M 0.11% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 8,710 shares; 2025Q1: 8,680 shares; 2025Q2: 8,655 shares; 2025Q3: 7,655 shares 7,655 $1.21M 0.1% -1,000 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,231 shares; 2024Q4: 12,656 shares; 2025Q1: 12,606 shares; 2025Q2: 25,212 shares; 2025Q3: 24,297 shares 24,297 $1.19M 0.1% -915 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 10,604 shares; 2025Q1: 11,561 shares; 2025Q2: 12,618 shares; 2025Q3: 13,260 shares 13,260 $1.19M 0.1% +642 Timeline IGSB 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: 14,145 shares; 2024Q4: 14,545 shares; 2025Q1: 18,995 shares; 2025Q2: 19,895 shares; 2025Q3: 21,895 shares 21,895 $1.16M 0.1% +2,000 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,200 shares 10,200 $1.15M 0.1% +200 Timeline Pentair Inc Pentair Inc More: the full row for Pentair Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 10,410 shares; 2025Q1: 10,285 shares; 2025Q2: 10,260 shares; 2025Q3: 10,235 shares 10,235 $1.13M 0.1% -25 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: 4,674 shares; 2024Q4: 4,810 shares; 2025Q1: 4,510 shares; 2025Q2: 4,403 shares; 2025Q3: 4,388 shares 4,388 $1.1M 0.1% -15 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: 17,123 shares; 2024Q4: 17,767 shares; 2025Q1: 19,153 shares; 2025Q2: 21,054 shares; 2025Q3: 21,301 shares 21,301 $1.07M 0.09% +247 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 3,946 shares; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 4,016 shares 4,016 $1.07M 0.09% +70 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: 8,020 shares; 2024Q4: 8,195 shares; 2025Q1: 7,870 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares 7,845 $1.06M 0.09% 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: 6,525 shares; 2024Q4: 7,080 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares 7,080 $1.05M 0.09% 0 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: 2,897 shares; 2024Q4: 2,897 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,297 shares 2,297 $1.05M 0.09% -600 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,427 shares; 2024Q4: 33,427 shares; 2025Q1: 29,427 shares; 2025Q2: 29,427 shares; 2025Q3: 29,302 shares 29,302 $1.05M 0.09% -125 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,500 shares; 2025Q1: 5,105 shares; 2025Q2: 5,080 shares; 2025Q3: 5,015 shares 5,015 $1.03M 0.09% -65 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,089 shares; 2025Q1: 2,187 shares; 2025Q2: 2,402 shares; 2025Q3: 2,542 shares 2,542 $1.03M 0.09% +140 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: 8,090 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,340 shares; 2025Q3: 8,340 shares 8,340 $1.02M 0.09% 0 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: 3,082 shares; 2024Q4: 3,201 shares; 2025Q1: 2,987 shares; 2025Q2: 2,982 shares; 2025Q3: 2,907 shares 2,907 $1.01M 0.09% -75 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,436 shares; 2024Q4: 55,436 shares; 2025Q1: 55,436 shares; 2025Q2: 55,436 shares; 2025Q3: 55,436 shares 55,436 $1.01M 0.09% 0 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: 475 shares; 2024Q4: 620 shares; 2025Q1: 590 shares; 2025Q2: 610 shares; 2025Q3: 810 shares 810 $971K 0.08% +200 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 5,422 shares; 2025Q1: 5,135 shares; 2025Q2: 6,081 shares; 2025Q3: 6,088 shares 6,088 $968K 0.08% +7 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 2,307 shares; 2025Q1: 1,838 shares; 2025Q2: 2,094 shares; 2025Q3: 2,164 shares 2,164 $962K 0.08% +70 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: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares 2,920 $958K 0.08% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,770 shares; 2025Q1: 5,720 shares; 2025Q2: 5,705 shares; 2025Q3: 5,695 shares 5,695 $950K 0.08% -10 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: 12,190 shares; 2024Q4: 12,615 shares; 2025Q1: 12,615 shares; 2025Q2: 12,615 shares; 2025Q3: 12,565 shares 12,565 $922K 0.08% -50 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: 2,154 shares; 2024Q4: 2,219 shares; 2025Q1: 1,880 shares; 2025Q2: 1,875 shares; 2025Q3: 1,892 shares 1,892 $921K 0.08% +17 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: 5,755 shares; 2024Q4: 5,955 shares; 2025Q1: 5,955 shares; 2025Q2: 5,940 shares; 2025Q3: 6,530 shares 6,530 $905K 0.08% +590 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 7,724 shares; 2025Q1: 8,534 shares; 2025Q2: 9,041 shares; 2025Q3: 8,771 shares 8,771 $904K 0.08% -270 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,016 shares; 2024Q4: 30,588 shares; 2025Q1: 28,623 shares; 2025Q2: 22,208 shares; 2025Q3: 15,158 shares 15,158 $871K 0.08% -7,050 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: 10,498 shares; 2024Q4: 10,873 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares; 2025Q3: 10,855 shares 10,855 $868K 0.08% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 10,420 shares; 2025Q1: 10,420 shares; 2025Q2: 10,370 shares; 2025Q3: 10,370 shares 10,370 $854K 0.07% 0 Timeline SPHQ 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: 18,187 shares; 2024Q4: 13,443 shares; 2025Q1: 12,914 shares; 2025Q2: 12,237 shares; 2025Q3: 11,631 shares 11,631 $852K 0.07% -606 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares 6,410 $849K 0.07% 0 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: 7,435 shares; 2024Q4: 7,685 shares; 2025Q1: 7,660 shares; 2025Q2: 7,660 shares; 2025Q3: 8,160 shares 8,160 $838K 0.07% +500 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,418 shares; 2024Q4: 20,661 shares; 2025Q1: 18,501 shares; 2025Q2: 17,474 shares; 2025Q3: 17,239 shares 17,239 $821K 0.07% -235 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: 1,825 shares; 2024Q4: 1,885 shares; 2025Q1: 1,590 shares; 2025Q2: 1,580 shares; 2025Q3: 1,597 shares 1,597 $796K 0.07% +17 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,308 shares; 2025Q1: 6,308 shares; 2025Q2: not reported; 2025Q3: 6,151 shares 6,151 $793K 0.07% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 12,875 shares; 2025Q1: 12,875 shares; 2025Q2: 12,875 shares; 2025Q3: 12,875 shares 12,875 $769K 0.07% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 8,147 shares; 2025Q1: 7,397 shares; 2025Q2: 7,347 shares; 2025Q3: 10,317 shares 10,317 $767K 0.07% +2,970 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,806 shares; 2025Q2: 10,806 shares; 2025Q3: 10,781 shares 10,781 $767K 0.07% -25 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 16,876 shares 16,876 $761K 0.07% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,238 shares; 2025Q1: 7,040 shares; 2025Q2: 7,041 shares; 2025Q3: 7,040 shares 7,040 $751K 0.07% -1 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: 11,215 shares; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares 11,215 $750K 0.06% 0 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: 2,272 shares; 2024Q4: 2,318 shares; 2025Q1: 2,319 shares; 2025Q2: 2,118 shares; 2025Q3: 1,214 shares 1,214 $743K 0.06% -904 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: 10,827 shares; 2024Q4: 11,305 shares; 2025Q1: 11,776 shares; 2025Q2: 13,584 shares; 2025Q3: 14,632 shares 14,632 $738K 0.06% +1,048 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: 13,425 shares; 2024Q4: 14,500 shares; 2025Q1: 14,262 shares; 2025Q2: 14,344 shares; 2025Q3: 13,865 shares 13,865 $715K 0.06% -479 Timeline SPTM 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: 8,805 shares; 2024Q4: 8,805 shares; 2025Q1: 8,805 shares; 2025Q2: 8,805 shares; 2025Q3: 8,805 shares 8,805 $710K 0.06% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,145 shares; 2025Q3: 8,095 shares 8,095 $709K 0.06% -50 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: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,344 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares 1,868 $708K 0.06% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,338 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 3,922 shares 3,922 $670K 0.06% -516 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,685 shares; 2024Q4: 10,585 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares 10,985 $668K 0.06% 0 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: not reported; 2024Q4: 4,303 shares; 2025Q1: 5,219 shares; 2025Q2: 5,621 shares; 2025Q3: 7,149 shares 7,149 $654K 0.06% +1,528 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,090 shares; 2025Q1: 2,505 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares 2,485 $652K 0.06% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 24,076 shares; 2025Q1: 27,426 shares; 2025Q2: 27,426 shares; 2025Q3: 27,726 shares 27,726 $641K 0.06% +300 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,190 shares; 2025Q3: 5,190 shares 5,190 $640K 0.06% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,655 shares; 2025Q1: 5,270 shares; 2025Q2: 5,415 shares; 2025Q3: 7,620 shares 7,620 $618K 0.05% +2,205 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,345 shares; 2025Q1: 2,310 shares; 2025Q2: 2,300 shares; 2025Q3: 2,275 shares 2,275 $609K 0.05% -25 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,995 shares; 2025Q3: 5,995 shares 5,995 $607K 0.05% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares 2,575 $584K 0.05% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $580K 0.05% 0 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: 2,551 shares; 2024Q4: 2,492 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares; 2025Q3: 2,643 shares 2,643 $570K 0.05% +247 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: 1,883 shares; 2024Q4: 2,228 shares; 2025Q1: 1,963 shares; 2025Q2: 1,947 shares; 2025Q3: 1,942 shares 1,942 $547K 0.05% -5 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,550 shares; 2024Q4: 66,550 shares; 2025Q1: 66,550 shares; 2025Q2: 66,250 shares; 2025Q3: 66,275 shares 66,275 $542K 0.05% +25 BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,500 shares; 2024Q4: 82,500 shares; 2025Q1: 82,500 shares; 2025Q2: 38,000 shares; 2025Q3: 36,000 shares 36,000 $538K 0.05% -2,000 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: 1,760 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,640 shares; 2025Q3: 2,638 shares 2,638 $537K 0.05% -1,002 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,066 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 40,000 shares 40,000 $537K 0.05% +15,000 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,570 shares; 2025Q1: 14,570 shares; 2025Q2: 14,570 shares; 2025Q3: 14,570 shares 14,570 $536K 0.05% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares 1,665 $530K 0.05% 0 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: 5,985 shares; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,807 shares; 2025Q3: 1,892 shares 1,892 $529K 0.05% +85 Timeline ACWX 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: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,773 shares; 2025Q2: 7,773 shares; 2025Q3: 7,843 shares 7,843 $510K 0.04% +70 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $508K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares 1,702 $507K 0.04% 0 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: 21,541 shares; 2024Q4: 6,300 shares; 2025Q1: 5,910 shares; 2025Q2: 5,790 shares; 2025Q3: 3,420 shares 3,420 $494K 0.04% -2,370 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: 2,303 shares; 2024Q4: 2,399 shares; 2025Q1: 2,280 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares 2,180 $481K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares; 2025Q2: 10,110 shares; 2025Q3: 11,330 shares 11,330 $480K 0.04% +1,220 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,685 shares; 2024Q4: 28,685 shares; 2025Q1: 28,685 shares; 2025Q2: 28,685 shares; 2025Q3: 28,685 shares 28,685 $466K 0.04% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares 5,544 $443K 0.04% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,029 shares; 2025Q1: 7,029 shares; 2025Q2: 7,029 shares; 2025Q3: 7,029 shares 7,029 $441K 0.04% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 4,413 shares 4,413 $440K 0.04% +1,345 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,320 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,055 shares 4,055 $440K 0.04% +25 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: 3,344 shares; 2024Q4: 3,193 shares; 2025Q1: 3,199 shares; 2025Q2: 3,206 shares; 2025Q3: 2,998 shares 2,998 $426K 0.04% -208 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,792 shares; 2025Q1: 13,745 shares; 2025Q2: 16,786 shares; 2025Q3: 18,453 shares 18,453 $423K 0.04% +1,667 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares 1,465 $420K 0.04% 0 Timeline BLV 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: not reported; 2024Q4: 11,690 shares; 2025Q1: 11,690 shares; 2025Q2: 9,880 shares; 2025Q3: 5,905 shares 5,905 $418K 0.04% -3,975 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,901 shares; 2025Q1: 5,026 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares 4,964 $417K 0.04% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 7,074 shares; 2025Q1: 7,474 shares; 2025Q2: 7,429 shares; 2025Q3: 7,303 shares 7,303 $412K 0.04% -126 Timeline IJJ 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: 3,162 shares; 2024Q4: 3,164 shares; 2025Q1: 3,165 shares; 2025Q2: 3,167 shares; 2025Q3: 3,168 shares 3,168 $411K 0.04% +1 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: 11,714 shares; 2024Q4: 15,254 shares; 2025Q1: 11,148 shares; 2025Q2: 11,148 shares; 2025Q3: 14,481 shares 14,481 $409K 0.04% +3,333 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,469 shares; 2025Q3: 4,464 shares 4,464 $408K 0.04% -5 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares 1,543 $402K 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: 16,045 shares; 2024Q4: 14,695 shares; 2025Q1: 16,245 shares; 2025Q2: 16,245 shares; 2025Q3: 16,215 shares 16,215 $401K 0.03% -30 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: 2,107 shares; 2024Q4: 2,107 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares 2,027 $391K 0.03% 0 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: 4,708 shares; 2024Q4: 4,710 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 4,364 shares 4,364 $390K 0.03% -88 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 16,206 shares; 2025Q1: 17,154 shares; 2025Q2: 19,438 shares; 2025Q3: 19,051 shares 19,051 $379K 0.03% -387 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares 3,750 $371K 0.03% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,676 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,545 shares 1,545 $366K 0.03% -123 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: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 5,853 shares; 2025Q2: 5,828 shares; 2025Q3: 6,053 shares 6,053 $363K 0.03% +225 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: 45,875 shares; 2024Q4: 11,275 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 6,668 shares 6,668 $361K 0.03% -4,407 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 439 shares; 2025Q3: 514 shares 514 $359K 0.03% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,666 shares 1,666 $358K 0.03% +6 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: 8,987 shares; 2025Q1: 8,287 shares; 2025Q2: 8,287 shares; 2025Q3: 7,152 shares 7,152 $341K 0.03% -1,135 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,395 shares; 2025Q3: 6,295 shares 6,295 $339K 0.03% -100 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,948 shares; 2024Q4: 7,432 shares; 2025Q1: 7,432 shares; 2025Q2: 7,196 shares; 2025Q3: 7,196 shares 7,196 $333K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares 1,027 $329K 0.03% 0 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: 8,527 shares; 2024Q4: 8,527 shares; 2025Q1: 7,612 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares 6,095 $328K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,585 shares 1,585 $318K 0.03% +92 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares 633 $311K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,531 shares; 2025Q1: 1,533 shares; 2025Q2: 1,516 shares; 2025Q3: 1,518 shares 1,518 $306K 0.03% +2 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: 9,798 shares; 2024Q4: 9,123 shares; 2025Q1: 11,273 shares; 2025Q2: 11,130 shares; 2025Q3: 11,280 shares 11,280 $305K 0.03% +150 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares 1,593 $299K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 622 shares 622 $298K 0.03% new 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $298K 0.03% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,582 shares; 2025Q1: 6,934 shares; 2025Q2: 6,914 shares; 2025Q3: 6,944 shares 6,944 $297K 0.03% +30 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: 7,311 shares; 2024Q4: 2,356 shares; 2025Q1: 1,956 shares; 2025Q2: 1,653 shares; 2025Q3: 1,803 shares 1,803 $292K 0.03% +150 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: 1,698 shares; 2024Q4: 1,635 shares; 2025Q1: 1,636 shares; 2025Q2: 1,637 shares; 2025Q3: 1,719 shares 1,719 $290K 0.03% +82 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11,370 shares; 2025Q1: 11,370 shares; 2025Q2: 11,370 shares; 2025Q3: 12,137 shares 12,137 $288K 0.02% +767 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares 1,107 $281K 0.02% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares 3,496 $274K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,284 shares 1,284 $273K 0.02% +251 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 5,513 shares; 2025Q1: 5,513 shares; 2025Q2: 5,513 shares; 2025Q3: 3,000 shares 3,000 $269K 0.02% -2,513 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 5,689 shares; 2025Q1: 5,689 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares 4,679 $266K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares 2,422 $264K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares 3,135 $262K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,869 shares 3,869 $261K 0.02% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares 1,481 $248K 0.02% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,039 shares; 2025Q1: 4,039 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares 4,039 $240K 0.02% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares 2,774 $239K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $233K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares 2,210 $231K 0.02% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,564 shares; 2025Q3: 5,568 shares 5,568 $229K 0.02% +4 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 7,493 shares; 2025Q1: 7,493 shares; 2025Q2: 7,493 shares; 2025Q3: 7,493 shares 7,493 $228K 0.02% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares 3,921 $225K 0.02% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO 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: 3,000 shares; 2025Q3: 3,000 shares 3,000 $220K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares 1,504 $219K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,677 shares 1,677 $218K 0.02% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: not reported; 2025Q3: 3,813 shares 3,813 $217K 0.02% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 780 shares; 2025Q1: 781 shares; 2025Q2: 782 shares; 2025Q3: 784 shares 784 $217K 0.02% +2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 3,935 shares; 2025Q2: 3,905 shares; 2025Q3: 3,790 shares 3,790 $216K 0.02% -115 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares 1,050 $215K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares 1,570 $214K 0.02% new 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: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,263 shares 1,263 $205K 0.02% -375 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 7,196 shares; 2025Q1: 5,469 shares; 2025Q2: 5,411 shares; 2025Q3: 5,204 shares 5,204 $204K 0.02% -207 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares 2,668 $204K 0.02% new Timeline GTLS CHART INDS INC More: the full row for CHART INDS 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: 1,008 shares 1,008 $202K 0.02% new Timeline BLFY BLUE FOUNDRY BANCORP More: the full row for BLUE FOUNDRY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares 11,100 $101K 0.01% 0 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,796 shares; 2024Q4: 17,394 shares; 2025Q1: 22,100 shares; 2025Q2: 20,150 shares; 2025Q3: 19,550 shares 19,550 $80K 0.01% -600 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,077 shares; 2024Q4: 29,077 shares; 2025Q1: 25,077 shares; 2025Q2: 25,077 shares; 2025Q3: 29,077 shares 29,077 $68K 0.01% +4,000 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,770 shares; 2024Q4: 25,770 shares; 2025Q1: 25,770 shares; 2025Q2: 25,770 shares; 2025Q3: 25,770 shares 25,770 $40K <0.01% 0 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 28,600 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares 28,600 $32K <0.01% 0 Timeline REKR REKOR SYSTEMS INC More: the full row for REKOR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares 18,000 $28K <0.01% 0 Timeline UEEC UNITED HEALTH PRODUCTS, INC. C More: the full row for UNITED HEALTH PRODUCTS, INC. C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,905 shares; 2024Q4: 161,905 shares; 2025Q1: 161,905 shares; 2025Q2: 161,905 shares; 2025Q3: 161,905 shares 161,905 $11K <0.01% 0 Timeline SAFETY SHOT INC SAFETY SHOT INC More: the full row for SAFETY SHOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares; 2025Q3: 10,004 shares 10,004 $3K <0.01% 0 Royal Mines & Minerals Corp Royal Mines & Minerals Corp More: the full row for Royal Mines & Minerals Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $0 0% 0 Value filed as zero, left out of ratios.