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: 634,769 shares; 2024Q4: 652,556 shares; 2025Q1: 658,691 shares; 2025Q2: 798,020 shares; 2025Q3: 808,419 shares 808,419 $151M 7.76% +10,399 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: 215,116 shares; 2024Q4: 219,094 shares; 2025Q1: 221,048 shares; 2025Q2: 225,844 shares; 2025Q3: 234,981 shares 234,981 $122M 6.26% +9,137 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,796 shares; 2024Q4: 393,952 shares; 2025Q1: 398,461 shares; 2025Q2: 406,816 shares; 2025Q3: 410,211 shares 410,211 $104M 5.38% +3,395 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: 230,849 shares; 2024Q4: 254,238 shares; 2025Q1: 256,652 shares; 2025Q2: 264,998 shares; 2025Q3: 273,963 shares 273,963 $66.7M 3.43% +8,965 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: 247,641 shares; 2024Q4: 253,606 shares; 2025Q1: 255,934 shares; 2025Q2: 263,387 shares; 2025Q3: 274,797 shares 274,797 $60.3M 3.1% +11,410 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: 77,782 shares; 2024Q4: 81,015 shares; 2025Q1: 74,280 shares; 2025Q2: 76,745 shares; 2025Q3: 79,603 shares 79,603 $58.5M 3.01% +2,858 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: 186,900 shares; 2024Q4: 188,317 shares; 2025Q1: 165,454 shares; 2025Q2: 169,365 shares; 2025Q3: 169,084 shares 169,084 $53.3M 2.74% -281 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: 97,103 shares; 2024Q4: 97,964 shares; 2025Q1: 98,211 shares; 2025Q2: 100,688 shares; 2025Q3: 102,385 shares 102,385 $51.5M 2.65% +1,697 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: 258,865 shares; 2024Q4: 263,376 shares; 2025Q1: 265,933 shares; 2025Q2: 273,633 shares; 2025Q3: 280,324 shares 280,324 $40.5M 2.09% +6,691 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: 109,274 shares; 2024Q4: 110,556 shares; 2025Q1: 111,682 shares; 2025Q2: 115,053 shares; 2025Q3: 118,149 shares 118,149 $40.3M 2.08% +3,096 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: 192,210 shares; 2024Q4: 195,885 shares; 2025Q1: 209,715 shares; 2025Q2: 217,340 shares; 2025Q3: 227,175 shares 227,175 $38M 1.96% +9,835 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: 168,797 shares; 2024Q4: 170,180 shares; 2025Q1: 150,923 shares; 2025Q2: 154,006 shares; 2025Q3: 158,917 shares 158,917 $36.8M 1.89% +4,911 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,014 shares; 2024Q4: 124,897 shares; 2025Q1: 126,425 shares; 2025Q2: 129,477 shares; 2025Q3: 133,055 shares 133,055 $33.4M 1.72% +3,578 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: 70,404 shares; 2024Q4: 69,748 shares; 2025Q1: 81,735 shares; 2025Q2: 81,433 shares; 2025Q3: 96,666 shares 96,666 $31.9M 1.64% +15,233 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,370 shares; 2024Q4: 429,698 shares; 2025Q1: 432,462 shares; 2025Q2: 441,807 shares; 2025Q3: 439,430 shares 439,430 $30.1M 1.55% -2,377 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: 48,148 shares; 2024Q4: 49,076 shares; 2025Q1: 49,727 shares; 2025Q2: 51,477 shares; 2025Q3: 51,227 shares 51,227 $29.1M 1.5% -250 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: 21,083 shares; 2024Q4: 28,260 shares; 2025Q1: 28,830 shares; 2025Q2: 29,813 shares; 2025Q3: 29,943 shares 29,943 $29M 1.49% +130 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: 42,717 shares; 2024Q4: 48,671 shares; 2025Q1: 55,660 shares; 2025Q2: 57,075 shares; 2025Q3: 58,846 shares 58,846 $28.5M 1.47% +1,771 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: 71,395 shares; 2025Q1: 175,318 shares; 2025Q2: 184,030 shares; 2025Q3: 192,794 shares 192,794 $28.1M 1.45% +8,764 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,441 shares; 2024Q4: 103,130 shares; 2025Q1: 104,318 shares; 2025Q2: 107,319 shares; 2025Q3: 109,416 shares 109,416 $26.9M 1.38% +2,097 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: 291,142 shares; 2024Q4: 293,007 shares; 2025Q1: 326,969 shares; 2025Q2: 337,725 shares; 2025Q3: 350,912 shares 350,912 $26.5M 1.36% +13,187 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: 45,961 shares; 2024Q4: 46,343 shares; 2025Q1: 49,750 shares; 2025Q2: 51,527 shares; 2025Q3: 53,393 shares 53,393 $25.4M 1.31% +1,866 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: 170,650 shares; 2024Q4: 172,398 shares; 2025Q1: 177,196 shares; 2025Q2: 182,078 shares; 2025Q3: 187,603 shares 187,603 $25.1M 1.29% +5,525 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: 151,337 shares; 2024Q4: 151,647 shares; 2025Q1: 152,364 shares; 2025Q2: 156,047 shares; 2025Q3: 161,816 shares 161,816 $24.9M 1.28% +5,769 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,829 shares; 2024Q4: 128,728 shares; 2025Q1: 129,732 shares; 2025Q2: 132,581 shares; 2025Q3: 131,257 shares 131,257 $24.7M 1.27% -1,324 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: 167,140 shares; 2024Q4: 176,578 shares; 2025Q1: 222,326 shares; 2025Q2: 283,812 shares; 2025Q3: 286,124 shares 286,124 $24.1M 1.24% +2,312 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: 123,190 shares; 2024Q4: 122,656 shares; 2025Q1: 124,520 shares; 2025Q2: 126,360 shares; 2025Q3: 125,256 shares 125,256 $19.5M 1% -1,104 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,768 shares; 2024Q4: 97,602 shares; 2025Q1: 82,293 shares; 2025Q2: 84,269 shares; 2025Q3: 83,144 shares 83,144 $18.9M 0.97% -1,125 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: 36,841 shares; 2024Q4: 37,079 shares; 2025Q1: 37,318 shares; 2025Q2: 38,359 shares; 2025Q3: 38,886 shares 38,886 $18.9M 0.97% +527 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: 73,501 shares; 2024Q4: 74,045 shares; 2025Q1: 75,391 shares; 2025Q2: 77,518 shares; 2025Q3: 79,398 shares 79,398 $18.8M 0.97% +1,880 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: 69,670 shares; 2024Q4: 77,461 shares; 2025Q1: 80,219 shares; 2025Q2: 83,180 shares; 2025Q3: 75,334 shares 75,334 $18.3M 0.94% -7,846 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,206 shares; 2025Q1: 31,401 shares; 2025Q2: 32,523 shares; 2025Q3: 32,990 shares 32,990 $17.9M 0.92% +467 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: 125,103 shares; 2024Q4: 123,046 shares; 2025Q1: 125,165 shares; 2025Q2: 127,101 shares; 2025Q3: 127,207 shares 127,207 $17.9M 0.92% +106 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: 34,385 shares; 2024Q4: 34,866 shares; 2025Q1: 35,088 shares; 2025Q2: 35,885 shares; 2025Q3: 35,471 shares 35,471 $17.7M 0.91% -414 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,124 shares; 2025Q1: 9,178 shares; 2025Q2: 9,343 shares; 2025Q3: 9,225 shares 9,225 $17.6M 0.91% -118 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,235 shares; 2024Q4: 29,783 shares; 2025Q1: 30,035 shares; 2025Q2: 30,656 shares; 2025Q3: 30,652 shares 30,652 $17.3M 0.89% -4 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: 62,455 shares; 2024Q4: 63,008 shares; 2025Q1: 72,844 shares; 2025Q2: 75,107 shares; 2025Q3: 77,578 shares 77,578 $15.6M 0.8% +2,471 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: 173,168 shares; 2024Q4: 176,688 shares; 2025Q1: 180,276 shares; 2025Q2: 162,769 shares; 2025Q3: 161,737 shares 161,737 $15.4M 0.79% -1,032 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,605 shares; 2025Q1: 1,634 shares; 2025Q2: 1,701 shares; 2025Q3: 19,455 shares 19,455 $14.8M 0.76% +17,754 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,295 shares; 2024Q4: 67,163 shares; 2025Q1: 115,808 shares; 2025Q2: 142,575 shares; 2025Q3: 151,508 shares 151,508 $14.4M 0.74% +8,933 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: 52,358 shares; 2024Q4: 53,562 shares; 2025Q1: 54,336 shares; 2025Q2: 56,125 shares; 2025Q3: 57,542 shares 57,542 $14.2M 0.73% +1,417 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: 23,916 shares; 2024Q4: 21,149 shares; 2025Q1: 21,214 shares; 2025Q2: 21,616 shares; 2025Q3: 21,452 shares 21,452 $13.1M 0.67% -164 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,085 shares; 2024Q4: 29,705 shares; 2025Q1: 30,649 shares; 2025Q2: 31,626 shares; 2025Q3: 39,852 shares 39,852 $12.9M 0.66% +8,226 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,639 shares; 2024Q4: 80,880 shares; 2025Q1: 81,144 shares; 2025Q2: 82,652 shares; 2025Q3: 81,613 shares 81,613 $12M 0.62% -1,039 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: 159,777 shares; 2024Q4: 162,690 shares; 2025Q1: 164,361 shares; 2025Q2: 166,049 shares; 2025Q3: 206,655 shares 206,655 $11M 0.56% +40,606 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,599 shares; 2025Q1: 7,881 shares; 2025Q2: 8,140 shares; 2025Q3: 8,111 shares 8,111 $10.7M 0.55% -29 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,158 shares; 2024Q4: 16,173 shares; 2025Q1: 16,795 shares; 2025Q2: 15,651 shares; 2025Q3: 136,228 shares 136,228 $10.5M 0.54% +120,577 Timeline FTEC 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: 46,643 shares; 2024Q4: 44,767 shares; 2025Q1: 45,752 shares; 2025Q2: 45,990 shares; 2025Q3: 45,544 shares 45,544 $10.1M 0.52% -446 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: 14,792 shares; 2024Q4: 14,502 shares; 2025Q1: 15,099 shares; 2025Q2: 15,753 shares; 2025Q3: 125,787 shares 125,787 $10.1M 0.52% +110,034 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: 106,744 shares; 2024Q4: 102,292 shares; 2025Q1: 111,683 shares; 2025Q2: 112,656 shares; 2025Q3: 111,749 shares 111,749 $9.76M 0.5% -907 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: 45,081 shares; 2024Q4: 44,313 shares; 2025Q1: 44,478 shares; 2025Q2: 45,947 shares; 2025Q3: 51,430 shares 51,430 $9.54M 0.49% +5,483 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: 56,332 shares; 2024Q4: 56,239 shares; 2025Q1: 59,342 shares; 2025Q2: 64,533 shares; 2025Q3: 75,176 shares 75,176 $8.48M 0.44% +10,643 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: 70,107 shares; 2024Q4: 69,500 shares; 2025Q1: 69,983 shares; 2025Q2: 75,382 shares; 2025Q3: 81,486 shares 81,486 $8.4M 0.43% +6,104 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: 19,341 shares; 2024Q4: 20,360 shares; 2025Q1: 18,730 shares; 2025Q2: 19,783 shares; 2025Q3: 19,919 shares 19,919 $8.07M 0.42% +136 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: 120,186 shares; 2024Q4: 119,060 shares; 2025Q1: 122,146 shares; 2025Q2: 125,374 shares; 2025Q3: 141,543 shares 141,543 $7.3M 0.38% +16,169 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: 8,544 shares; 2024Q4: 8,524 shares; 2025Q1: 12,617 shares; 2025Q2: 13,059 shares; 2025Q3: 15,263 shares 15,263 $7.28M 0.37% +2,204 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,865 shares; 2024Q4: 79,133 shares; 2025Q1: 79,847 shares; 2025Q2: 124,363 shares; 2025Q3: 132,375 shares 132,375 $7.16M 0.37% +8,012 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: 42,136 shares; 2024Q4: 42,622 shares; 2025Q1: 70,187 shares; 2025Q2: 70,948 shares; 2025Q3: 75,855 shares 75,855 $6.78M 0.35% +4,907 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 51,525 shares; 2025Q1: 51,757 shares; 2025Q2: 54,212 shares; 2025Q3: 54,622 shares 54,622 $6.76M 0.35% +410 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,681 shares; 2024Q4: 16,988 shares; 2025Q1: 17,155 shares; 2025Q2: 17,551 shares; 2025Q3: 14,570 shares 14,570 $6.52M 0.34% -2,981 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,764 shares; 2024Q4: 111,718 shares; 2025Q1: 112,292 shares; 2025Q2: 116,233 shares; 2025Q3: 114,448 shares 114,448 $6.52M 0.34% -1,785 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: 15,251 shares; 2024Q4: 14,866 shares; 2025Q1: 15,309 shares; 2025Q2: 15,868 shares; 2025Q3: 16,796 shares 16,796 $6.29M 0.32% +928 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,772 shares; 2024Q4: 111,644 shares; 2025Q1: 111,644 shares; 2025Q2: 111,644 shares; 2025Q3: 110,644 shares 110,644 $5.85M 0.3% -1,000 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: 59,933 shares; 2024Q4: 60,135 shares; 2025Q1: 61,239 shares; 2025Q2: 65,524 shares; 2025Q3: 78,247 shares 78,247 $5.19M 0.27% +12,723 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,708 shares; 2025Q1: 10,075 shares; 2025Q2: 10,457 shares; 2025Q3: 10,800 shares 10,800 $5.15M 0.26% +343 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: 68,758 shares; 2024Q4: 65,990 shares; 2025Q1: 68,242 shares; 2025Q2: 69,449 shares; 2025Q3: 71,461 shares 71,461 $4.89M 0.25% +2,012 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,463 shares; 2025Q1: 6,382 shares; 2025Q2: 6,463 shares; 2025Q3: 6,428 shares 6,428 $4.8M 0.25% -35 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: 14,342 shares; 2024Q4: 14,190 shares; 2025Q1: 14,210 shares; 2025Q2: 13,977 shares; 2025Q3: 13,977 shares 13,977 $4.59M 0.24% 0 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: 71,628 shares; 2024Q4: 68,400 shares; 2025Q1: 69,320 shares; 2025Q2: 69,835 shares; 2025Q3: 69,249 shares 69,249 $4.56M 0.23% -586 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,276 shares; 2025Q2: 98,644 shares; 2025Q3: 104,523 shares 104,523 $4.53M 0.23% +5,879 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: 3,643 shares; 2024Q4: 3,603 shares; 2025Q1: 3,400 shares; 2025Q2: 6,794 shares; 2025Q3: 12,873 shares 12,873 $4.45M 0.23% +6,079 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: 2,606 shares; 2025Q1: 2,895 shares; 2025Q2: 3,051 shares; 2025Q3: 3,695 shares 3,695 $4.31M 0.22% +644 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 13,171 shares; 2025Q1: 13,350 shares; 2025Q2: 13,171 shares; 2025Q3: 12,947 shares 12,947 $4.3M 0.22% -224 Timeline FNCL 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: 48,771 shares; 2024Q4: 52,354 shares; 2025Q1: 53,072 shares; 2025Q2: 53,785 shares; 2025Q3: 56,102 shares 56,102 $4.28M 0.22% +2,317 Timeline FCOM 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: 60,349 shares; 2024Q4: 58,047 shares; 2025Q1: 58,531 shares; 2025Q2: 58,636 shares; 2025Q3: 58,093 shares 58,093 $4.12M 0.21% -543 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: 20,700 shares; 2024Q4: 20,939 shares; 2025Q1: 21,676 shares; 2025Q2: 21,370 shares; 2025Q3: 25,745 shares 25,745 $4.09M 0.21% +4,375 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: 9,173 shares; 2024Q4: 9,294 shares; 2025Q1: 14,347 shares; 2025Q2: 14,057 shares; 2025Q3: 14,122 shares 14,122 $3.98M 0.21% +65 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: 1,295 shares; 2024Q4: 1,451 shares; 2025Q1: 1,531 shares; 2025Q2: 1,633 shares; 2025Q3: 1,696 shares 1,696 $3.96M 0.2% +63 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: 110,897 shares; 2024Q4: 110,105 shares; 2025Q1: 120,133 shares; 2025Q2: 123,888 shares; 2025Q3: 140,333 shares 140,333 $3.96M 0.2% +16,445 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,822 shares; 2024Q4: 42,334 shares; 2025Q1: 43,808 shares; 2025Q2: 43,236 shares; 2025Q3: 43,894 shares 43,894 $3.68M 0.19% +658 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: 18,515 shares; 2024Q4: 18,536 shares; 2025Q1: 18,542 shares; 2025Q2: 19,013 shares; 2025Q3: 19,768 shares 19,768 $3.63M 0.19% +755 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,262 shares; 2025Q1: 3,271 shares; 2025Q2: 4,533 shares; 2025Q3: 6,019 shares 6,019 $3.61M 0.19% +1,486 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: 36,548 shares; 2024Q4: 37,660 shares; 2025Q1: 38,898 shares; 2025Q2: 42,186 shares; 2025Q3: 41,515 shares 41,515 $3.51M 0.18% -671 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: 8,730 shares; 2024Q4: 8,485 shares; 2025Q1: 8,553 shares; 2025Q2: 9,340 shares; 2025Q3: 11,469 shares 11,469 $3.49M 0.18% +2,129 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: 63,997 shares; 2024Q4: 63,534 shares; 2025Q1: 63,985 shares; 2025Q2: 66,385 shares; 2025Q3: 67,796 shares 67,796 $3.42M 0.18% +1,411 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,589 shares; 2025Q2: 21,570 shares; 2025Q3: 22,555 shares 22,555 $3.4M 0.18% +985 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 19,351 shares; 2025Q1: 19,891 shares; 2025Q2: 19,696 shares; 2025Q3: 20,427 shares 20,427 $3.4M 0.17% +731 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,275 shares; 2025Q2: 2,661 shares; 2025Q3: 3,590 shares 3,590 $3.3M 0.17% +929 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,762 shares; 2024Q4: 26,805 shares; 2025Q1: 28,260 shares; 2025Q2: 29,148 shares; 2025Q3: 29,131 shares 29,131 $3.28M 0.17% -17 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: 168,246 shares; 2024Q4: 168,180 shares; 2025Q1: 152,953 shares; 2025Q2: 154,683 shares; 2025Q3: 38,842 shares 38,842 $3.26M 0.17% -115,841 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 473 shares; 2025Q3: 599 shares 599 $3.24M 0.17% +126 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: 5,024 shares; 2024Q4: 5,442 shares; 2025Q1: 8,466 shares; 2025Q2: 9,576 shares; 2025Q3: 13,541 shares 13,541 $3.21M 0.17% +3,965 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: 3,613 shares; 2024Q4: 5,651 shares; 2025Q1: 4,624 shares; 2025Q2: 4,886 shares; 2025Q3: 4,736 shares 4,736 $3.15M 0.16% -150 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: 2,920 shares; 2024Q4: 4,216 shares; 2025Q1: 4,056 shares; 2025Q2: 5,474 shares; 2025Q3: 6,986 shares 6,986 $3.11M 0.16% +1,512 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,751 shares; 2024Q4: 169,127 shares; 2025Q1: 170,036 shares; 2025Q2: 175,243 shares; 2025Q3: 178,626 shares 178,626 $3.08M 0.16% +3,383 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: 1,488 shares; 2024Q4: 1,706 shares; 2025Q1: 1,824 shares; 2025Q2: 2,211 shares; 2025Q3: 2,565 shares 2,565 $3.08M 0.16% +354 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: 5,831 shares; 2024Q4: 5,992 shares; 2025Q1: 5,686 shares; 2025Q2: 6,686 shares; 2025Q3: 6,404 shares 6,404 $3.07M 0.16% -282 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: 14,848 shares; 2024Q4: 14,838 shares; 2025Q1: 10,803 shares; 2025Q2: 10,703 shares; 2025Q3: 10,756 shares 10,756 $3.04M 0.16% +53 Timeline FHLC 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: 45,655 shares; 2024Q4: 43,553 shares; 2025Q1: 43,874 shares; 2025Q2: 44,177 shares; 2025Q3: 43,475 shares 43,475 $2.91M 0.15% -702 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: 25,346 shares; 2024Q4: 24,896 shares; 2025Q1: 23,477 shares; 2025Q2: 24,145 shares; 2025Q3: 22,161 shares 22,161 $2.91M 0.15% -1,984 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,153 shares; 2024Q4: 15,647 shares; 2025Q1: 13,439 shares; 2025Q2: 13,895 shares; 2025Q3: 13,784 shares 13,784 $2.9M 0.15% -111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 9,789 shares 9,789 $2.87M 0.15% +8,853 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,702 shares; 2025Q2: 3,039 shares; 2025Q3: 17,082 shares 17,082 $2.86M 0.15% +14,043 Timeline PRF 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: 59,400 shares; 2024Q4: 59,400 shares; 2025Q1: 59,300 shares; 2025Q2: 59,300 shares; 2025Q3: 59,300 shares 59,300 $2.68M 0.14% 0 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: 9,157 shares; 2024Q4: 9,192 shares; 2025Q1: 9,180 shares; 2025Q2: 9,452 shares; 2025Q3: 9,332 shares 9,332 $2.63M 0.14% -120 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 4,418 shares; 2025Q2: 4,862 shares; 2025Q3: 5,843 shares 5,843 $2.61M 0.13% +981 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 7,760 shares; 2025Q1: 8,070 shares; 2025Q2: 8,710 shares; 2025Q3: 10,391 shares 10,391 $2.57M 0.13% +1,681 Timeline FIDU 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: 31,728 shares; 2024Q4: 30,333 shares; 2025Q1: 30,779 shares; 2025Q2: 30,934 shares; 2025Q3: 30,679 shares 30,679 $2.51M 0.13% -255 Timeline FDIS 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: 25,082 shares; 2024Q4: 23,781 shares; 2025Q1: 24,169 shares; 2025Q2: 24,274 shares; 2025Q3: 24,153 shares 24,153 $2.48M 0.13% -121 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: not reported; 2024Q4: 8,658 shares; 2025Q1: 9,083 shares; 2025Q2: 12,389 shares; 2025Q3: 14,404 shares 14,404 $2.46M 0.13% +2,015 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 11,843 shares; 2025Q1: 11,122 shares; 2025Q2: 11,106 shares; 2025Q3: 11,296 shares 11,296 $2.44M 0.13% +190 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 11,106 shares; 2025Q1: 11,572 shares; 2025Q2: 12,311 shares; 2025Q3: 12,784 shares 12,784 $2.43M 0.12% +473 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: 4,719 shares; 2024Q4: 4,693 shares; 2025Q1: 4,677 shares; 2025Q2: 4,934 shares; 2025Q3: 4,854 shares 4,854 $2.42M 0.12% -80 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: 6,601 shares; 2024Q4: 6,173 shares; 2025Q1: 7,133 shares; 2025Q2: 9,177 shares; 2025Q3: 25,254 shares 25,254 $2.39M 0.12% +16,077 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,473 shares; 2025Q1: 19,585 shares; 2025Q2: 19,689 shares; 2025Q3: 20,970 shares 20,970 $2.31M 0.12% +1,281 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: 8,025 shares; 2024Q4: 8,026 shares; 2025Q1: 8,020 shares; 2025Q2: 8,231 shares; 2025Q3: 8,348 shares 8,348 $2.26M 0.12% +117 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,892 shares; 2024Q4: 52,892 shares; 2025Q1: 66,802 shares; 2025Q2: 66,727 shares; 2025Q3: 62,956 shares 62,956 $2.22M 0.11% -3,771 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: 7,254 shares; 2024Q4: 7,277 shares; 2025Q1: 7,321 shares; 2025Q2: 7,575 shares; 2025Q3: 7,901 shares 7,901 $2.21M 0.11% +326 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: 6,485 shares; 2024Q4: 6,991 shares; 2025Q1: 7,327 shares; 2025Q2: 7,616 shares; 2025Q3: 8,003 shares 8,003 $2.19M 0.11% +387 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 11,149 shares; 2025Q1: 11,465 shares; 2025Q2: 11,911 shares; 2025Q3: 12,471 shares 12,471 $2.16M 0.11% +560 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: 1,581 shares; 2024Q4: 2,288 shares; 2025Q1: 2,269 shares; 2025Q2: 3,016 shares; 2025Q3: 3,085 shares 3,085 $2.06M 0.11% +69 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,168 shares; 2025Q3: 5,485 shares 5,485 $2.03M 0.1% +317 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,027 shares; 2024Q4: 31,530 shares; 2025Q1: 31,027 shares; 2025Q2: 31,831 shares; 2025Q3: 31,873 shares 31,873 $1.99M 0.1% +42 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 2,411 shares; 2025Q2: 2,404 shares; 2025Q3: 2,490 shares 2,490 $1.98M 0.1% +86 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: 1,689 shares; 2024Q4: 1,647 shares; 2025Q1: 2,641 shares; 2025Q2: 2,834 shares; 2025Q3: 3,044 shares 3,044 $1.86M 0.1% +210 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: 2,376 shares; 2024Q4: 2,569 shares; 2025Q1: 2,658 shares; 2025Q2: 3,015 shares; 2025Q3: 3,733 shares 3,733 $1.84M 0.09% +718 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: 39,873 shares; 2024Q4: 36,843 shares; 2025Q1: 40,506 shares; 2025Q2: 41,079 shares; 2025Q3: 40,550 shares 40,550 $1.78M 0.09% -529 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: 6,252 shares; 2024Q4: 6,176 shares; 2025Q1: 6,161 shares; 2025Q2: 6,338 shares; 2025Q3: 6,477 shares 6,477 $1.77M 0.09% +139 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,656 shares; 2025Q1: 2,598 shares; 2025Q2: 4,262 shares; 2025Q3: 10,052 shares 10,052 $1.58M 0.08% +5,790 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: 25,955 shares; 2024Q4: 26,205 shares; 2025Q1: 25,853 shares; 2025Q2: 27,655 shares; 2025Q3: 27,655 shares 27,655 $1.49M 0.08% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,978 shares; 2025Q1: 1,954 shares; 2025Q2: 2,190 shares; 2025Q3: 2,172 shares 2,172 $1.48M 0.08% -18 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 757 shares 757 $1.35M 0.07% 0 Timeline LRGF 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: 25,814 shares; 2024Q4: 25,814 shares; 2025Q1: 24,552 shares; 2025Q2: 24,552 shares; 2025Q3: 19,174 shares 19,174 $1.32M 0.07% -5,378 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 3,256 shares; 2025Q1: 2,932 shares; 2025Q2: 2,788 shares; 2025Q3: 2,782 shares 2,782 $1.3M 0.07% -6 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,276 shares; 2025Q1: 9,066 shares; 2025Q2: 8,995 shares; 2025Q3: 8,995 shares 8,995 $1.25M 0.06% 0 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: 4,948 shares; 2024Q4: 4,883 shares; 2025Q1: 4,751 shares; 2025Q2: 4,759 shares; 2025Q3: 4,759 shares 4,759 $1.24M 0.06% 0 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: 8,526 shares; 2024Q4: 13,378 shares; 2025Q1: 8,547 shares; 2025Q2: 8,450 shares; 2025Q3: 8,650 shares 8,650 $1.22M 0.06% +200 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: 3,179 shares; 2024Q4: 3,187 shares; 2025Q1: 3,230 shares; 2025Q2: 3,239 shares; 2025Q3: 3,209 shares 3,209 $1.22M 0.06% -30 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: 21,000 shares; 2024Q4: 19,535 shares; 2025Q1: 19,328 shares; 2025Q2: 19,928 shares; 2025Q3: 20,096 shares 20,096 $1.2M 0.06% +168 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 9,983 shares; 2025Q1: 9,819 shares; 2025Q2: 9,769 shares; 2025Q3: 8,419 shares 8,419 $1.2M 0.06% -1,350 Timeline FENY 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: 60,378 shares; 2024Q4: 48,005 shares; 2025Q1: 48,178 shares; 2025Q2: 48,442 shares; 2025Q3: 48,171 shares 48,171 $1.19M 0.06% -271 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: 1,216 shares; 2024Q4: 1,334 shares; 2025Q1: 1,554 shares; 2025Q2: 2,251 shares; 2025Q3: 5,739 shares 5,739 $1.18M 0.06% +3,488 Timeline FSTA 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: 28,040 shares; 2024Q4: 23,477 shares; 2025Q1: 23,527 shares; 2025Q2: 23,706 shares; 2025Q3: 23,473 shares 23,473 $1.17M 0.06% -233 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 5,749 shares; 2025Q1: 3,364 shares; 2025Q2: 4,664 shares; 2025Q3: 4,784 shares 4,784 $1.15M 0.06% +120 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,798 shares; 2024Q4: 56,847 shares; 2025Q1: 47,593 shares; 2025Q2: 48,728 shares; 2025Q3: 43,968 shares 43,968 $1.13M 0.06% -4,760 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: 4,109 shares; 2024Q4: 4,180 shares; 2025Q1: 4,592 shares; 2025Q2: 3,872 shares; 2025Q3: 3,885 shares 3,885 $1.09M 0.06% +13 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 8,931 shares; 2025Q1: 9,073 shares; 2025Q2: 9,338 shares; 2025Q3: 9,497 shares 9,497 $1.09M 0.06% +159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 1,416 shares 1,416 $1.07M 0.06% +922 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: 2,066 shares; 2024Q4: 2,111 shares; 2025Q1: 2,649 shares; 2025Q2: 3,337 shares; 2025Q3: 5,284 shares 5,284 $1.06M 0.05% +1,947 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 6,988 shares; 2025Q1: 6,913 shares; 2025Q2: 6,868 shares; 2025Q3: 6,843 shares 6,843 $1.06M 0.05% -25 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: 1,768 shares; 2024Q4: 1,897 shares; 2025Q1: 1,839 shares; 2025Q2: 3,613 shares; 2025Q3: 3,549 shares 3,549 $1M 0.05% -64 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 6,057 shares; 2025Q1: 6,015 shares; 2025Q2: 6,013 shares; 2025Q3: 6,013 shares 6,013 $914K 0.05% 0 Timeline PRFZ 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: 22,206 shares; 2024Q4: 20,070 shares; 2025Q1: 20,070 shares; 2025Q2: 20,070 shares; 2025Q3: 20,070 shares 20,070 $912K 0.05% 0 Timeline SCHX 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: 16,291 shares; 2024Q4: not reported; 2025Q1: 33,887 shares; 2025Q2: 36,072 shares; 2025Q3: 34,571 shares 34,571 $911K 0.05% -1,501 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: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 1,811 shares; 2025Q3: 3,758 shares 3,758 $909K 0.05% +1,947 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,119 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 787 shares 787 $849K 0.04% -59 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,518 shares; 2024Q4: 22,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares 12,152 $847K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 9,332 shares; 2025Q1: 10,347 shares; 2025Q2: 20,967 shares; 2025Q3: 18,289 shares 18,289 $836K 0.04% -2,678 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,212 shares; 2024Q4: 9,012 shares; 2025Q1: 8,612 shares; 2025Q2: 8,341 shares; 2025Q3: 8,568 shares 8,568 $812K 0.04% +227 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,368 shares; 2024Q4: 8,368 shares; 2025Q1: 7,898 shares; 2025Q2: 7,938 shares; 2025Q3: 9,062 shares 9,062 $802K 0.04% +1,124 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: 9,273 shares; 2024Q4: 9,465 shares; 2025Q1: 9,053 shares; 2025Q2: 8,829 shares; 2025Q3: 8,161 shares 8,161 $788K 0.04% -668 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,718 shares 5,718 $770K 0.04% +274 Timeline SPLV 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: 18,929 shares; 2024Q4: 18,381 shares; 2025Q1: 10,362 shares; 2025Q2: 10,374 shares; 2025Q3: 10,433 shares 10,433 $767K 0.04% +59 Timeline FUTY 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: 14,100 shares; 2024Q4: 13,474 shares; 2025Q1: 13,534 shares; 2025Q2: 13,599 shares; 2025Q3: 13,497 shares 13,497 $762K 0.04% -102 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares 1,445 $756K 0.04% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.04% 0 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: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,198 shares; 2025Q2: 1,371 shares; 2025Q3: 1,460 shares 1,460 $716K 0.04% +89 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: 3,665 shares; 2024Q4: 3,642 shares; 2025Q1: 3,606 shares; 2025Q2: 4,876 shares; 2025Q3: 4,407 shares 4,407 $715K 0.04% -469 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,214 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares 1,949 $712K 0.04% 0 Timeline FMAT 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: 13,718 shares; 2024Q4: 13,292 shares; 2025Q1: 13,496 shares; 2025Q2: 13,563 shares; 2025Q3: 13,470 shares 13,470 $706K 0.04% -93 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,038 shares; 2024Q4: 16,854 shares; 2025Q1: 8,727 shares; 2025Q2: 9,002 shares; 2025Q3: 9,256 shares 9,256 $698K 0.04% +254 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: 42,939 shares; 2024Q4: 43,000 shares; 2025Q1: not reported; 2025Q2: 13,966 shares; 2025Q3: 13,832 shares 13,832 $669K 0.03% -134 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 2,493 shares; 2025Q2: 2,426 shares; 2025Q3: 2,161 shares 2,161 $649K 0.03% -265 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: 1,618 shares; 2024Q4: 1,470 shares; 2025Q1: 1,548 shares; 2025Q2: 1,470 shares; 2025Q3: 1,469 shares 1,469 $620K 0.03% -1 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares; 2025Q1: 367,647 shares; 2025Q2: 367,647 shares; 2025Q3: 367,647 shares 367,647 $607K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,512 shares; 2024Q4: 16,331 shares; 2025Q1: 16,514 shares; 2025Q2: 16,103 shares; 2025Q3: 16,103 shares 16,103 $572K 0.03% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,278 shares 22,278 $542K 0.03% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,236 shares 22,236 $540K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,568 shares; 2025Q1: 1,871 shares; 2025Q2: 1,870 shares; 2025Q3: 1,898 shares 1,898 $530K 0.03% +28 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares 3,648 $522K 0.03% 0 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: 1,014 shares; 2024Q4: 1,046 shares; 2025Q1: 980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares 1,980 $514K 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 16,073 shares; 2025Q1: 16,076 shares; 2025Q2: 16,076 shares; 2025Q3: 16,077 shares 16,077 $513K 0.03% +1 Timeline SCHD 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: 2,734 shares; 2024Q4: 9,697 shares; 2025Q1: 30,287 shares; 2025Q2: 8,405 shares; 2025Q3: 18,473 shares 18,473 $504K 0.03% +10,068 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: 7,370 shares; 2024Q4: 7,620 shares; 2025Q1: 7,370 shares; 2025Q2: 7,370 shares; 2025Q3: 7,370 shares 7,370 $481K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,839 shares; 2025Q1: 7,238 shares; 2025Q2: 7,261 shares; 2025Q3: 7,261 shares 7,261 $480K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 16,937 shares; 2025Q1: 16,319 shares; 2025Q2: 16,069 shares; 2025Q3: 16,069 shares 16,069 $468K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,464 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,410 shares 2,410 $465K 0.02% +30 Timeline FREL 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: 17,236 shares; 2024Q4: 16,470 shares; 2025Q1: 16,568 shares; 2025Q2: 16,633 shares; 2025Q3: 16,690 shares 16,690 $464K 0.02% +57 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,050 shares 1,050 $457K 0.02% +250 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,569 shares; 2025Q1: 3,569 shares; 2025Q2: 3,569 shares; 2025Q3: 3,449 shares 3,449 $456K 0.02% -120 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: 5,345 shares; 2024Q4: 5,284 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares 3,975 $444K 0.02% 0 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: 8,176 shares; 2024Q4: 8,137 shares; 2025Q1: 8,052 shares; 2025Q2: 8,052 shares; 2025Q3: 8,192 shares 8,192 $444K 0.02% +140 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,639 shares; 2025Q1: 1,607 shares; 2025Q2: 2,612 shares; 2025Q3: 2,605 shares 2,605 $444K 0.02% -7 Timeline XLG 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: 7,213 shares; 2024Q4: 7,226 shares; 2025Q1: 7,340 shares; 2025Q2: 7,555 shares; 2025Q3: 7,567 shares 7,567 $435K 0.02% +12 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,392 shares; 2025Q1: 3,417 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares 3,392 $435K 0.02% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $433K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,080 shares; 2025Q2: 6,280 shares; 2025Q3: 5,085 shares 5,085 $417K 0.02% -1,195 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 9,296 shares; 2025Q1: 9,296 shares; 2025Q2: 9,296 shares; 2025Q3: 9,166 shares 9,166 $413K 0.02% -130 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,298 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares 1,407 $413K 0.02% 0 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: 2,375 shares; 2024Q4: 2,345 shares; 2025Q1: 1,923 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares 1,894 $407K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: not reported; 2025Q1: 1,142 shares; 2025Q2: 1,221 shares; 2025Q3: 1,326 shares 1,326 $399K 0.02% +105 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares 5,347 $382K 0.02% 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: 2,613 shares; 2024Q4: 2,613 shares; 2025Q1: 2,612 shares; 2025Q2: 3,552 shares; 2025Q3: 3,512 shares 3,512 $369K 0.02% -40 Timeline VT 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: 2,537 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,637 shares; 2025Q3: 2,637 shares 2,637 $363K 0.02% 0 Timeline XHB 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: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares 3,240 $359K 0.02% 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: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares 1,104 $353K 0.02% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares 3,150 $352K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,598 shares; 2025Q2: 2,142 shares; 2025Q3: 1,698 shares 1,698 $346K 0.02% -444 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 578 shares; 2025Q2: 478 shares; 2025Q3: 478 shares 478 $343K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,344 shares; 2025Q3: 7,344 shares 7,344 $328K 0.02% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,796 shares 12,796 $327K 0.02% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,954 shares; 2025Q1: 8,954 shares; 2025Q2: 8,954 shares; 2025Q3: 8,954 shares 8,954 $315K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: not reported; 2025Q1: 11,680 shares; 2025Q2: 11,987 shares; 2025Q3: 11,987 shares 11,987 $315K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,550 shares; 2025Q1: 3,577 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares 2,139 $315K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,249 shares; 2024Q4: 22,577 shares; 2025Q1: 11,907 shares; 2025Q2: 13,507 shares; 2025Q3: 13,507 shares 13,507 $314K 0.02% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,426 shares 12,426 $313K 0.02% new INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,121 shares 15,121 $313K 0.02% new 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: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,352 shares; 2025Q2: 1,362 shares; 2025Q3: 1,517 shares 1,517 $309K 0.02% +155 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: 662 shares; 2024Q4: 507 shares; 2025Q1: 441 shares; 2025Q2: 392 shares; 2025Q3: 332 shares 332 $308K 0.02% -60 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares 2,036 $305K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,240 shares; 2024Q4: 3,976 shares; 2025Q1: 3,916 shares; 2025Q2: 4,357 shares; 2025Q3: 3,893 shares 3,893 $305K 0.02% -464 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 655 shares; 2025Q3: 655 shares 655 $304K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,476 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares 2,476 $303K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 3,910 shares; 2025Q1: 3,860 shares; 2025Q2: 3,496 shares; 2025Q3: 3,592 shares 3,592 $300K 0.02% +96 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 2,679 shares 2,679 $296K 0.02% +65 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: 1,016 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 868 shares; 2025Q3: 868 shares 868 $296K 0.02% 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: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares 6,880 $294K 0.02% 0 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,600 shares; 2025Q3: 2,350 shares 2,350 $292K 0.02% -250 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares 732 $290K 0.01% 0 Timeline ITOT 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: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 1,966 shares 1,966 $286K 0.01% -967 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: 676 shares; 2024Q4: 735 shares; 2025Q1: 685 shares; 2025Q2: 637 shares; 2025Q3: 626 shares 626 $286K 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,007 shares 3,007 $281K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $280K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,811 shares; 2025Q2: 2,781 shares; 2025Q3: 2,036 shares 2,036 $273K 0.01% -745 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,974 shares; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 1,753 shares 1,753 $261K 0.01% -423 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 1,863 shares; 2025Q1: 1,991 shares; 2025Q2: not reported; 2025Q3: 1,610 shares 1,610 $260K 0.01% new 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: 1,657 shares; 2024Q4: 1,620 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,395 shares 1,395 $260K 0.01% +21 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,642 shares 2,642 $259K 0.01% +178 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 784 shares 784 $258K 0.01% -25 Timeline IWN 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: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares 1,399 $247K 0.01% 0 Timeline SMH 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: 754 shares; 2025Q3: 754 shares 754 $246K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,288 shares; 2025Q1: 1,488 shares; 2025Q2: 1,635 shares; 2025Q3: 1,215 shares 1,215 $241K 0.01% -420 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: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares 1,717 $240K 0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,469 shares; 2025Q2: 7,469 shares; 2025Q3: 5,869 shares 5,869 $237K 0.01% -1,600 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 762 shares 762 $235K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 8,444 shares; 2025Q1: 7,910 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares 7,510 $234K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares 2,546 $234K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares 375 $230K 0.01% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares 5,700 $228K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares 801 $225K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,135 shares; 2025Q3: 1,221 shares 1,221 $223K 0.01% -914 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares 626 $223K 0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares 5,234 $220K 0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,847 shares; 2025Q3: 1,027 shares 1,027 $214K 0.01% -820 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: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 993 shares; 2025Q3: 993 shares 993 $214K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 720 shares 720 $214K 0.01% -6 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $211K 0.01% new 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: 3,112 shares; 2025Q2: not reported; 2025Q3: 3,112 shares 3,112 $210K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: not reported; 2025Q3: 3,510 shares 3,510 $206K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $205K 0.01% new Timeline SHV 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: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares 1,840 $203K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,864 shares 17,864 $109K 0.01% new Timeline SENSEONICS HLDGS INC SENSEONICS HLDGS INC More: the full row for SENSEONICS 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: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 61,000 shares 61,000 $26.6K <0.01% +6,000