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: 73,171 shares; 2024Q4: 3,558 shares; 2025Q1: 4,843 shares; 2025Q2: 3,699 shares; 2025Q3: 74,457 shares 74,457 $18.8M 4.18% +70,758 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,481 shares; 2024Q4: 82,359 shares; 2025Q1: 82,456 shares; 2025Q2: 83,132 shares; 2025Q3: 82,218 shares 82,218 $15.2M 3.38% -914 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: 16,485 shares; 2024Q4: 17,353 shares; 2025Q1: 17,919 shares; 2025Q2: 17,808 shares; 2025Q3: 16,945 shares 16,945 $12.5M 2.77% -863 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: 53,010 shares; 2024Q4: 1,583 shares; 2025Q1: 1,279 shares; 2025Q2: 1,585 shares; 2025Q3: 52,256 shares 52,256 $11.4M 2.53% +50,671 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: 28,898 shares; 2024Q4: 30,098 shares; 2025Q1: 30,077 shares; 2025Q2: 29,487 shares; 2025Q3: 28,759 shares 28,759 $11.3M 2.51% -728 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: 157,924 shares; 2024Q4: 7,849 shares; 2025Q1: 5,930 shares; 2025Q2: 8,774 shares; 2025Q3: 163,676 shares 163,676 $11M 2.44% +154,902 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: 21,131 shares; 2024Q4: 1,184 shares; 2025Q1: 1,297 shares; 2025Q2: not reported; 2025Q3: 18,173 shares 18,173 $10.8M 2.39% new 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: 39,367 shares; 2024Q4: 39,543 shares; 2025Q1: 41,255 shares; 2025Q2: 38,538 shares; 2025Q3: 39,589 shares 39,589 $9.54M 2.12% +1,051 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: 15,489 shares; 2024Q4: 445 shares; 2025Q1: 475 shares; 2025Q2: 453 shares; 2025Q3: 14,648 shares 14,648 $8.93M 1.98% +14,195 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: 42,603 shares; 2024Q4: 44,924 shares; 2025Q1: 45,211 shares; 2025Q2: 43,231 shares; 2025Q3: 42,619 shares 42,619 $8.74M 1.94% -612 Timeline IYZ 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: 283,668 shares; 2024Q4: 449 shares; 2025Q1: 7,276 shares; 2025Q2: 1,248 shares; 2025Q3: 260,585 shares 260,585 $8.36M 1.86% +259,337 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: 17,166 shares; 2024Q4: 279 shares; 2025Q1: 323 shares; 2025Q2: 280 shares; 2025Q3: 16,158 shares 16,158 $8.34M 1.85% +15,878 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,608 shares; 2024Q4: 30,624 shares; 2025Q1: 31,206 shares; 2025Q2: 27,622 shares; 2025Q3: 27,311 shares 27,311 $8.06M 1.79% -311 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: 22,467 shares; 2024Q4: 21,971 shares; 2025Q1: 21,667 shares; 2025Q2: 22,793 shares; 2025Q3: 21,621 shares 21,621 $6.89M 1.53% -1,172 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: 27,911 shares; 2024Q4: 27,744 shares; 2025Q1: 28,733 shares; 2025Q2: 28,209 shares; 2025Q3: 27,916 shares 27,916 $6.57M 1.46% -293 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,348 shares; 2024Q4: 19,869 shares; 2025Q1: 10,294 shares; 2025Q2: 26,605 shares; 2025Q3: 129,912 shares 129,912 $6.34M 1.41% +103,307 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: 20,304 shares; 2024Q4: 1,494 shares; 2025Q1: 1,512 shares; 2025Q2: 1,535 shares; 2025Q3: 19,816 shares 19,816 $5.5M 1.22% +18,281 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,130 shares; 2024Q4: 24,928 shares; 2025Q1: 25,062 shares; 2025Q2: 24,449 shares; 2025Q3: 23,962 shares 23,962 $5.13M 1.14% -487 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,811 shares; 2024Q4: 37,890 shares; 2025Q1: 40,482 shares; 2025Q2: 38,523 shares; 2025Q3: 38,947 shares 38,947 $4.9M 1.09% +424 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: 7,932 shares; 2024Q4: 8,345 shares; 2025Q1: 8,714 shares; 2025Q2: 8,317 shares; 2025Q3: 8,494 shares 8,494 $4.8M 1.07% +177 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: 20,361 shares; 2024Q4: 1,970 shares; 2025Q1: 1,835 shares; 2025Q2: 2,031 shares; 2025Q3: 22,955 shares 22,955 $4.21M 0.93% +20,924 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,921 shares; 2024Q4: 23,176 shares; 2025Q1: 24,564 shares; 2025Q2: 24,345 shares; 2025Q3: 25,289 shares 25,289 $3.87M 0.86% +944 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,457 shares; 2024Q4: 1,815 shares; 2025Q1: 2,928 shares; 2025Q2: 2,174 shares; 2025Q3: 46,762 shares 46,762 $3.86M 0.86% +44,588 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,314 shares; 2024Q4: 2,830 shares; 2025Q1: 2,447 shares; 2025Q2: 2,890 shares; 2025Q3: 16,625 shares 16,625 $3.83M 0.85% +13,735 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: 30,660 shares; 2024Q4: 31,957 shares; 2025Q1: 32,706 shares; 2025Q2: 33,602 shares; 2025Q3: 33,672 shares 33,672 $3.81M 0.85% +70 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: 8,877 shares; 2024Q4: 313 shares; 2025Q1: 408 shares; 2025Q2: 315 shares; 2025Q3: 8,882 shares 8,882 $3.72M 0.83% +8,567 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: 42,494 shares; 2024Q4: 3,582 shares; 2025Q1: 1,873 shares; 2025Q2: 3,710 shares; 2025Q3: 36,072 shares 36,072 $3.68M 0.82% +32,362 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: 38,239 shares; 2024Q4: 39,762 shares; 2025Q1: 41,001 shares; 2025Q2: 42,094 shares; 2025Q3: 42,642 shares 42,642 $3.67M 0.81% +548 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: 5,839 shares; 2024Q4: 172 shares; 2025Q1: 204 shares; 2025Q2: 173 shares; 2025Q3: 4,745 shares 4,745 $3.57M 0.79% +4,572 Timeline JONES LANG LASALLE INCOME P… JONES LANG LASALLE INCOME PPTY More: the full row for JONES LANG LASALLE INCOME PPTY 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: 313,433 shares 313,433 $3.54M 0.79% new 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: 12,086 shares; 2024Q4: 1,406 shares; 2025Q1: 1,670 shares; 2025Q2: 1,471 shares; 2025Q3: 13,218 shares 13,218 $3.48M 0.77% +11,747 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,695 shares; 2025Q2: 41,342 shares; 2025Q3: 41,280 shares 41,280 $3.46M 0.77% -62 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: 26,600 shares; 2024Q4: 1,045 shares; 2025Q1: 1,068 shares; 2025Q2: 1,080 shares; 2025Q3: 24,604 shares 24,604 $3.45M 0.77% +23,524 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,088 shares; 2024Q4: 26,560 shares; 2025Q1: 28,079 shares; 2025Q2: 27,661 shares; 2025Q3: 28,323 shares 28,323 $3.43M 0.76% +662 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,880 shares; 2024Q4: 519 shares; 2025Q1: 672 shares; 2025Q2: 521 shares; 2025Q3: 14,821 shares 14,821 $3.38M 0.75% +14,300 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,791 shares; 2024Q4: 779 shares; 2025Q1: 1,492 shares; 2025Q2: 779 shares; 2025Q3: 18,037 shares 18,037 $3.35M 0.74% +17,258 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: 10,709 shares; 2024Q4: 844 shares; 2025Q1: 824 shares; 2025Q2: 871 shares; 2025Q3: 11,469 shares 11,469 $3.34M 0.74% +10,598 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,649 shares 22,649 $3.3M 0.73% new 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: 9,984 shares; 2024Q4: 364 shares; 2025Q1: 439 shares; 2025Q2: 366 shares; 2025Q3: 11,196 shares 11,196 $3.28M 0.73% +10,830 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: 8,086 shares; 2024Q4: 253 shares; 2025Q1: 297 shares; 2025Q2: 255 shares; 2025Q3: 8,038 shares 8,038 $3.26M 0.72% +7,783 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 16,107 shares; 2025Q1: 16,328 shares; 2025Q2: 16,347 shares; 2025Q3: 16,905 shares 16,905 $3.19M 0.71% +558 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,396 shares; 2024Q4: 13,290 shares; 2025Q1: 7,443 shares; 2025Q2: 6,522 shares; 2025Q3: 7,283 shares 7,283 $3.12M 0.69% +761 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,177 shares; 2024Q4: 2,328 shares; 2025Q1: 7,480 shares; 2025Q2: 2,328 shares; 2025Q3: 50,128 shares 50,128 $3.1M 0.69% +47,800 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: 8,386 shares; 2024Q4: 294 shares; 2025Q1: 305 shares; 2025Q2: 296 shares; 2025Q3: 8,366 shares 8,366 $3.09M 0.69% +8,070 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,541 shares; 2024Q4: 12,767 shares; 2025Q1: 13,153 shares; 2025Q2: 12,846 shares; 2025Q3: 12,913 shares 12,913 $3.06M 0.68% +67 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,343 shares; 2024Q4: 715 shares; 2025Q1: 713 shares; 2025Q2: 718 shares; 2025Q3: 20,112 shares 20,112 $3.06M 0.68% +19,394 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: 6,445 shares; 2024Q4: 193 shares; 2025Q1: 344 shares; 2025Q2: 193 shares; 2025Q3: 6,187 shares 6,187 $3.06M 0.68% +5,994 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: 18,890 shares; 2024Q4: 19,281 shares; 2025Q1: 20,175 shares; 2025Q2: 20,516 shares; 2025Q3: 20,516 shares 20,516 $3.02M 0.67% 0 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: 17,174 shares; 2024Q4: 1,533 shares; 2025Q1: 697 shares; 2025Q2: 1,498 shares; 2025Q3: 17,962 shares 17,962 $2.99M 0.66% +16,464 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,983 shares; 2024Q4: 43,982 shares; 2025Q1: 44,650 shares; 2025Q2: 44,932 shares; 2025Q3: 44,362 shares 44,362 $2.99M 0.66% -570 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,145 shares; 2024Q4: 1,930 shares; 2025Q1: 2,587 shares; 2025Q2: 1,938 shares; 2025Q3: 51,404 shares 51,404 $2.9M 0.64% +49,466 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: 18,128 shares; 2024Q4: 778 shares; 2025Q1: 801 shares; 2025Q2: 781 shares; 2025Q3: 19,142 shares 19,142 $2.9M 0.64% +18,361 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,135 shares 11,135 $2.86M 0.63% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 106 shares; 2025Q1: 13 shares; 2025Q2: 107 shares; 2025Q3: 3,729 shares 3,729 $2.85M 0.63% +3,622 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR 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: 21,049 shares 21,049 $2.83M 0.63% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,207 shares; 2024Q4: 11,540 shares; 2025Q1: 11,764 shares; 2025Q2: 11,338 shares; 2025Q3: 11,356 shares 11,356 $2.81M 0.62% +18 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: 33,428 shares; 2024Q4: 1,362 shares; 2025Q1: 1,253 shares; 2025Q2: 1,377 shares; 2025Q3: 33,065 shares 33,065 $2.76M 0.61% +31,688 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 1,123 shares; 2025Q1: 1,150 shares; 2025Q2: 1,158 shares; 2025Q3: 14,244 shares 14,244 $2.73M 0.61% +13,086 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: 8,288 shares; 2024Q4: 20 shares; 2025Q1: 380 shares; 2025Q2: 20 shares; 2025Q3: 8,855 shares 8,855 $2.69M 0.6% +8,835 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,568 shares; 2024Q4: 2,880 shares; 2025Q1: 3,301 shares; 2025Q2: 2,893 shares; 2025Q3: 60,097 shares 60,097 $2.62M 0.58% +57,204 Timeline PVH PVH CORPORATION More: the full row for PVH 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: not reported; 2025Q3: 31,270 shares 31,270 $2.62M 0.58% new 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: 216 shares; 2024Q4: 200 shares; 2025Q1: 2,802 shares; 2025Q2: 2,696 shares; 2025Q3: 2,698 shares 2,698 $2.61M 0.58% +2 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: 35,185 shares; 2024Q4: 35,913 shares; 2025Q1: 37,128 shares; 2025Q2: 36,463 shares; 2025Q3: 38,223 shares 38,223 $2.55M 0.57% +1,760 Timeline DFEM 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: 73,837 shares; 2024Q4: 76,993 shares; 2025Q1: 77,348 shares; 2025Q2: 76,808 shares; 2025Q3: 79,118 shares 79,118 $2.52M 0.56% +2,310 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,652 shares; 2024Q4: 2,507 shares; 2025Q1: 2,826 shares; 2025Q2: 2,587 shares; 2025Q3: 37,608 shares 37,608 $2.52M 0.56% +35,021 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: 35,210 shares; 2024Q4: 83 shares; 2025Q1: 1,797 shares; 2025Q2: 83 shares; 2025Q3: 37,717 shares 37,717 $2.51M 0.56% +37,634 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,090 shares; 2024Q4: 2,781 shares; 2025Q1: 2,624 shares; 2025Q2: 2,862 shares; 2025Q3: 14,340 shares 14,340 $2.51M 0.56% +11,478 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,416 shares; 2024Q4: 194 shares; 2025Q1: 358 shares; 2025Q2: 194 shares; 2025Q3: 7,860 shares 7,860 $2.48M 0.55% +7,666 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: 17,194 shares; 2024Q4: 19,650 shares; 2025Q1: 20,297 shares; 2025Q2: 20,149 shares; 2025Q3: 21,229 shares 21,229 $2.46M 0.55% +1,080 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: 21,285 shares; 2024Q4: 23,118 shares; 2025Q1: 24,206 shares; 2025Q2: 24,518 shares; 2025Q3: 26,002 shares 26,002 $2.46M 0.55% +1,484 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: 4,880 shares; 2024Q4: 178 shares; 2025Q1: 194 shares; 2025Q2: 179 shares; 2025Q3: 5,004 shares 5,004 $2.45M 0.54% +4,825 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,892 shares; 2024Q4: 50,147 shares; 2025Q1: 7,300 shares; 2025Q2: 62,372 shares; 2025Q3: 43,516 shares 43,516 $2.43M 0.54% -18,856 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 392 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,946 shares 7,946 $2.42M 0.54% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,218 shares; 2024Q4: 1,558 shares; 2025Q1: 1,447 shares; 2025Q2: 1,564 shares; 2025Q3: 31,654 shares 31,654 $2.37M 0.53% +30,090 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,735 shares 17,735 $2.37M 0.53% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 536 shares; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: 17,524 shares 17,524 $2.35M 0.52% +16,988 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: 8,161 shares; 2024Q4: 321 shares; 2025Q1: 435 shares; 2025Q2: 323 shares; 2025Q3: 8,518 shares 8,518 $2.33M 0.52% +8,195 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 1,561 shares; 2025Q1: 1,634 shares; 2025Q2: 1,608 shares; 2025Q3: 14,803 shares 14,803 $2.31M 0.51% +13,195 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,283 shares; 2024Q4: 1,003 shares; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 33,048 shares 33,048 $2.21M 0.49% +32,040 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: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,913 shares 61,913 $2.2M 0.49% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,061 shares; 2024Q4: 405 shares; 2025Q1: 350 shares; 2025Q2: 408 shares; 2025Q3: 13,418 shares 13,418 $2.2M 0.49% +13,010 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,538 shares; 2024Q4: 830 shares; 2025Q1: 1,466 shares; 2025Q2: 830 shares; 2025Q3: 21,402 shares 21,402 $2.07M 0.46% +20,572 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: 7,800 shares; 2024Q4: 7,874 shares; 2025Q1: 8,209 shares; 2025Q2: 8,010 shares; 2025Q3: 8,155 shares 8,155 $2.04M 0.45% +145 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,960 shares; 2025Q1: 4,617 shares; 2025Q2: 5,016 shares; 2025Q3: 4,801 shares 4,801 $2M 0.44% -215 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: 1,115 shares; 2024Q4: 25,623 shares; 2025Q1: 18,249 shares; 2025Q2: 18,249 shares; 2025Q3: 20,301 shares 20,301 $1.99M 0.44% +2,052 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,790 shares 13,790 $1.95M 0.43% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 130 shares; 2025Q1: 227 shares; 2025Q2: 130 shares; 2025Q3: 4,007 shares 4,007 $1.83M 0.41% +3,877 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: 16,403 shares; 2024Q4: 17,298 shares; 2025Q1: 18,418 shares; 2025Q2: 18,558 shares; 2025Q3: 18,829 shares 18,829 $1.79M 0.4% +271 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,304 shares; 2024Q4: 40,464 shares; 2025Q1: 42,356 shares; 2025Q2: 42,617 shares; 2025Q3: 42,690 shares 42,690 $1.71M 0.38% +73 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,679 shares; 2024Q4: 651 shares; 2025Q1: 1,183 shares; 2025Q2: 651 shares; 2025Q3: 25,142 shares 25,142 $1.7M 0.38% +24,491 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 564 shares; 2025Q1: 632 shares; 2025Q2: 567 shares; 2025Q3: 11,270 shares 11,270 $1.69M 0.38% +10,703 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,067 shares; 2025Q2: 1,112 shares; 2025Q3: 4,688 shares 4,688 $1.65M 0.37% +3,576 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: 6,695 shares; 2024Q4: 6,781 shares; 2025Q1: 6,982 shares; 2025Q2: 6,393 shares; 2025Q3: 6,807 shares 6,807 $1.63M 0.36% +414 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 41 shares; 2025Q1: 73 shares; 2025Q2: 41 shares; 2025Q3: 1,698 shares 1,698 $1.63M 0.36% +1,657 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,773 shares; 2024Q4: 2,442 shares; 2025Q1: 3,125 shares; 2025Q2: 2,556 shares; 2025Q3: 20,724 shares 20,724 $1.56M 0.35% +18,168 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,793 shares; 2024Q4: 17,485 shares; 2025Q1: 18,028 shares; 2025Q2: 16,572 shares; 2025Q3: 17,937 shares 17,937 $1.5M 0.33% +1,365 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,066 shares; 2024Q4: 964 shares; 2025Q1: 1,384 shares; 2025Q2: 969 shares; 2025Q3: 23,521 shares 23,521 $1.5M 0.33% +22,552 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 494 shares; 2025Q1: 149 shares; 2025Q2: 9,275 shares; 2025Q3: 9,540 shares 9,540 $1.5M 0.33% +265 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,726 shares; 2025Q2: 2,846 shares; 2025Q3: 2,938 shares 2,938 $1.45M 0.32% +92 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,007 shares; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 15,900 shares 15,900 $1.44M 0.32% +15,826 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: 1,306 shares; 2024Q4: 1,295 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares 1,183 $1.42M 0.31% 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: 13,434 shares; 2024Q4: 753 shares; 2025Q1: 672 shares; 2025Q2: 757 shares; 2025Q3: 16,244 shares 16,244 $1.39M 0.31% +15,487 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,284 shares; 2024Q4: 27,841 shares; 2025Q1: 29,384 shares; 2025Q2: 27,783 shares; 2025Q3: 29,297 shares 29,297 $1.33M 0.3% +1,514 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: 1,185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,447 shares 6,447 $1.32M 0.29% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 795 shares; 2025Q1: 544 shares; 2025Q2: 831 shares; 2025Q3: 3,775 shares 3,775 $1.27M 0.28% +2,944 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,857 shares; 2024Q4: 7,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,479 shares 20,479 $1.26M 0.28% new 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: 6,747 shares; 2024Q4: 60 shares; 2025Q1: 992 shares; 2025Q2: 60 shares; 2025Q3: 8,461 shares 8,461 $1.22M 0.27% +8,401 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,883 shares; 2024Q4: 26,505 shares; 2025Q1: 27,593 shares; 2025Q2: 26,198 shares; 2025Q3: 27,520 shares 27,520 $1.18M 0.26% +1,322 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: 8,082 shares; 2024Q4: 277 shares; 2025Q1: 516 shares; 2025Q2: 277 shares; 2025Q3: 8,799 shares 8,799 $1.17M 0.26% +8,522 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,792 shares; 2024Q4: 25,909 shares; 2025Q1: 27,401 shares; 2025Q2: 24,301 shares; 2025Q3: 26,854 shares 26,854 $1.12M 0.25% +2,553 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,264 shares 6,264 $1.11M 0.25% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,864 shares 12,864 $1.09M 0.24% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares 1,159 $1.07M 0.24% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,220 shares; 2025Q1: 1,522 shares; 2025Q2: 1,416 shares; 2025Q3: 1,417 shares 1,417 $1.04M 0.23% +1 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: 5,531 shares; 2024Q4: 206 shares; 2025Q1: 363 shares; 2025Q2: 206 shares; 2025Q3: 5,579 shares 5,579 $1.03M 0.23% +5,373 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,456 shares; 2025Q1: 5,827 shares; 2025Q2: 5,370 shares; 2025Q3: 5,846 shares 5,846 $980K 0.22% +476 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 190 shares; 2025Q1: 420 shares; 2025Q2: 190 shares; 2025Q3: 6,084 shares 6,084 $971K 0.22% +5,894 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,012 shares 10,012 $925K 0.21% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares 1,056 $841K 0.19% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 54,245 shares 54,245 $833K 0.18% new 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: 3,913 shares; 2024Q4: 140 shares; 2025Q1: 254 shares; 2025Q2: 140 shares; 2025Q3: 4,086 shares 4,086 $832K 0.18% +3,946 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,472 shares; 2025Q1: 3,735 shares; 2025Q2: 3,386 shares; 2025Q3: 3,688 shares 3,688 $792K 0.18% +302 Timeline JONES LANG LASALLE INCOME P… JONES LANG LASALLE INCOME PPTY More: the full row for JONES LANG LASALLE INCOME PPTY 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: 67,249 shares 67,249 $759K 0.17% new FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 14 shares; 2025Q3: 5,161 shares 5,161 $739K 0.16% +5,147 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: 1,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares 1,054 $720K 0.16% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares 4,275 $688K 0.15% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 1,957 shares; 2025Q1: 811 shares; 2025Q2: 2,606 shares; 2025Q3: 4,152 shares 4,152 $673K 0.15% +1,546 Timeline JONES LANG LASALLE INCOME JONES LANG LASALLE INCOME More: the full row for JONES LANG LASALLE INCOME 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: 56,910 shares 56,910 $643K 0.14% new BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 410 shares; 2025Q1: 707 shares; 2025Q2: 410 shares; 2025Q3: 12,240 shares 12,240 $630K 0.14% +11,830 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,365 shares 5,365 $538K 0.12% new 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: 3,981 shares; 2024Q4: 3,099 shares; 2025Q1: 4,140 shares; 2025Q2: 3,099 shares; 2025Q3: 3,950 shares 3,950 $529K 0.12% +851 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 3,855 shares 3,855 $528K 0.12% +844 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 4,479 shares; 2025Q1: 4,776 shares; 2025Q2: 4,179 shares; 2025Q3: 4,815 shares 4,815 $519K 0.12% +636 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: 1,586 shares; 2024Q4: 1,604 shares; 2025Q1: 1,794 shares; 2025Q2: 1,798 shares; 2025Q3: 1,792 shares 1,792 $503K 0.11% -6 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,613 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,735 shares 8,735 $442K 0.1% new 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: 1,440 shares; 2024Q4: 1,125 shares; 2025Q1: 1,350 shares; 2025Q2: 1,509 shares; 2025Q3: 1,609 shares 1,609 $434K 0.1% +100 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,343 shares 2,343 $392K 0.09% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 36 shares; 2025Q1: 118 shares; 2025Q2: 36 shares; 2025Q3: 7,704 shares 7,704 $382K 0.08% +7,668 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: 362 shares; 2024Q4: 363 shares; 2025Q1: 574 shares; 2025Q2: 569 shares; 2025Q3: 570 shares 570 $380K 0.08% +1 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,340 shares; 2024Q4: 151 shares; 2025Q1: 115 shares; 2025Q2: 151 shares; 2025Q3: 20,006 shares 20,006 $379K 0.08% +19,855 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: 1,131 shares; 2024Q4: 1,113 shares; 2025Q1: 1,064 shares; 2025Q2: 1,079 shares; 2025Q3: 1,077 shares 1,077 $368K 0.08% -2 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,304 shares 4,304 $362K 0.08% new 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: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares 771 $361K 0.08% new 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: 1,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,534 shares 1,534 $341K 0.08% new Timeline EUFN 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: 9,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,586 shares 9,586 $329K 0.07% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,238 shares; 2024Q4: 1,911 shares; 2025Q1: 2,283 shares; 2025Q2: 1,920 shares; 2025Q3: 7,285 shares 7,285 $322K 0.07% +5,365 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares 502 $321K 0.07% 0 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: 33,351 shares; 2024Q4: 34,004 shares; 2025Q1: 4,229 shares; 2025Q2: 3,701 shares; 2025Q3: 4,041 shares 4,041 $319K 0.07% +340 Timeline FDVV 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: 5,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,708 shares 5,708 $318K 0.07% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $298K 0.07% 0 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: 531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares 568 $286K 0.06% new 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: 7,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,273 shares 5,273 $276K 0.06% new 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: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares 613 $274K 0.06% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,014 shares; 2024Q4: 1,110 shares; 2025Q1: 1,493 shares; 2025Q2: 1,114 shares; 2025Q3: 3,210 shares 3,210 $258K 0.06% +2,096 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: 514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares 530 $253K 0.06% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,208 shares 1,208 $246K 0.05% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 914 shares 914 $241K 0.05% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,584 shares 2,584 $236K 0.05% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares 1,700 $235K 0.05% new Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,166 shares 4,166 $233K 0.05% new Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 1,493 shares; 2025Q1: 1,189 shares; 2025Q2: 3,382 shares; 2025Q3: 3,807 shares 3,807 $226K 0.05% +425 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,153 shares; 2025Q1: 2,278 shares; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares 2,246 $225K 0.05% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,175 shares; 2025Q3: 1,139 shares 1,139 $222K 0.05% -36 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 39 shares 39 $211K 0.05% -1 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,149 shares; 2025Q1: 2,151 shares; 2025Q2: 2,152 shares; 2025Q3: 2,149 shares 2,149 $210K 0.05% -3 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 9,132 shares; 2025Q1: 9,436 shares; 2025Q2: 839 shares; 2025Q3: 1,144 shares 1,144 $209K 0.05% +305 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,396 shares; 2025Q1: 3,396 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares 3,406 $203K 0.05% 0 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: 834 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 722 shares; 2025Q3: 722 shares 722 $203K 0.05% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,224 shares; 2025Q1: 1,154 shares; 2025Q2: 1,052 shares; 2025Q3: 1,000 shares 1,000 $203K 0.05% -52 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $201K 0.04% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,890 shares; 2024Q4: 2,364 shares; 2025Q1: 2,216 shares; 2025Q2: 2,479 shares; 2025Q3: 2,811 shares 2,811 $184K 0.04% +332 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: 1,308 shares; 2024Q4: 1,310 shares; 2025Q1: 1,111 shares; 2025Q2: 1,119 shares; 2025Q3: 1,073 shares 1,073 $183K 0.04% -46 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 2,932 shares; 2025Q1: 5,983 shares; 2025Q2: 2,932 shares; 2025Q3: 15,299 shares 15,299 $175K 0.04% +12,367 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $171K 0.04% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares 519 $171K 0.04% new Timeline EFAV 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: 1,941 shares; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares 1,941 $165K 0.04% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,000 shares; 2025Q1: 3,321 shares; 2025Q2: 3,000 shares; 2025Q3: 3,321 shares 3,321 $160K 0.04% +321 Timeline LRLCY L'OREAL-UNSPONSORED ADR More: the full row for L'OREAL-UNSPONSORED ADR 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: 1,841 shares 1,841 $159K 0.04% new Timeline ORANY ORANGE-SPON ADR More: the full row for ORANGE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,441 shares; 2024Q4: not reported; 2025Q1: 10,667 shares; 2025Q2: not reported; 2025Q3: 12,383 shares 12,383 $156K 0.03% new Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 4,508 shares; 2025Q3: 5,544 shares 5,544 $153K 0.03% +1,036 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 16 shares; 2025Q1: 261 shares; 2025Q2: 16 shares; 2025Q3: 323 shares 323 $152K 0.03% +307 Timeline CANTOR FITZGERALD INCOME TR CANTOR FITZGERALD INCOME TR More: the full row for CANTOR FITZGERALD INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,607 shares 7,607 $150K 0.03% new RWR 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: 1,620 shares; 2024Q4: 1,644 shares; 2025Q1: 1,654 shares; 2025Q2: 1,669 shares; 2025Q3: 1,476 shares 1,476 $148K 0.03% -193 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 10,846 shares; 2025Q1: 743 shares; 2025Q2: 658 shares; 2025Q3: 670 shares 670 $148K 0.03% +12 Timeline SNAP SNAP INC More: the full row for SNAP 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: 19,089 shares 19,089 $147K 0.03% new 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: 602 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 605 shares 605 $143K 0.03% +585 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 656 shares; 2025Q3: 658 shares 658 $140K 0.03% +2 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,604 shares; 2024Q4: 42,338 shares; 2025Q1: 44,038 shares; 2025Q2: 62,697 shares; 2025Q3: 10,644 shares 10,644 $139K 0.03% -52,053 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 3,760 shares; 2025Q1: 4,210 shares; 2025Q2: 3,724 shares; 2025Q3: 4,233 shares 4,233 $136K 0.03% +509 Timeline SUMMIT MATERIALS INC CLASS A SUMMIT MATERIALS INC CLASS A More: the full row for SUMMIT MATERIALS INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,902 shares; 2024Q4: 39,595 shares; 2025Q1: 3,223 shares; 2025Q2: not reported; 2025Q3: 3,400 shares 3,400 $133K 0.03% new VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares 426 $131K 0.03% new 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: 412 shares; 2024Q4: 414 shares; 2025Q1: 816 shares; 2025Q2: 818 shares; 2025Q3: 821 shares 821 $127K 0.03% +3 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: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares 812 $126K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: 1,767 shares 1,767 $125K 0.03% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,705 shares; 2024Q4: 5,083 shares; 2025Q1: 6,167 shares; 2025Q2: 5,105 shares; 2025Q3: 6,555 shares 6,555 $123K 0.03% +1,450 Timeline RXI 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: 544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares 569 $118K 0.03% new 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: 889 shares; 2024Q4: 892 shares; 2025Q1: 799 shares; 2025Q2: 815 shares; 2025Q3: 338 shares 338 $117K 0.03% -477 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,484 shares; 2024Q4: 2,567 shares; 2025Q1: 2,186 shares; 2025Q2: 2,578 shares; 2025Q3: 2,680 shares 2,680 $114K 0.03% +102 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 254 shares; 2025Q1: 440 shares; 2025Q2: 254 shares; 2025Q3: 1,594 shares 1,594 $113K 0.03% +1,340 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: not reported; 2025Q3: 404 shares 404 $113K 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: not reported; 2025Q1: 1,188 shares; 2025Q2: not reported; 2025Q3: 1,147 shares 1,147 $111K 0.02% new Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR 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: 893 shares 893 $109K 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares 314 $109K 0.02% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 815 shares 815 $109K 0.02% new 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: 895 shares; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: 1,391 shares 1,391 $107K 0.02% new 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: 1,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,239 shares 1,239 $105K 0.02% new 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: 2,123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares 1,575 $103K 0.02% new 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: 170 shares; 2024Q4: 171 shares; 2025Q1: 386 shares; 2025Q2: 313 shares; 2025Q3: 314 shares 314 $99.2K 0.02% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 815 shares 815 $96.9K 0.02% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 189 shares; 2025Q1: 3,906 shares; 2025Q2: 189 shares; 2025Q3: 4,313 shares 4,313 $93.4K 0.02% +4,124 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: 831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares 425 $91.7K 0.02% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: not reported; 2025Q3: 2,884 shares 2,884 $89.2K 0.02% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: not reported; 2025Q1: 7,130 shares; 2025Q2: not reported; 2025Q3: 7,427 shares 7,427 $86.5K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares 879 $86.5K 0.02% new Timeline LAM RESEARCH CORP 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: 1,871 shares; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: not reported; 2025Q3: 103 shares 103 $84.1K 0.02% new DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,519 shares 20,519 $83.3K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 680 shares; 2025Q1: 685 shares; 2025Q2: 694 shares; 2025Q3: 699 shares 699 $80.2K 0.02% +5 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 173 shares; 2025Q2: 170 shares; 2025Q3: 167 shares 167 $77.7K 0.02% -3 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares 326 $74.9K 0.02% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200 $71.1K 0.02% new AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $69.9K 0.02% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 671 shares; 2025Q1: 676 shares; 2025Q2: 683 shares; 2025Q3: 690 shares 690 $69.5K 0.02% +7 Timeline DUSB 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: 1,527 shares; 2024Q4: 1,553 shares; 2025Q1: 1,318 shares; 2025Q2: 1,332 shares; 2025Q3: 1,346 shares 1,346 $68.4K 0.02% +14 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: 1,063 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares 950 $66.3K 0.01% new Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660 $66.1K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 4,762 shares; 2025Q1: 377 shares; 2025Q2: 4,762 shares; 2025Q3: 2,162 shares 2,162 $65.3K 0.01% -2,600 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 701 shares 701 $64.1K 0.01% -1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: not reported; 2025Q3: 1,858 shares 1,858 $62.8K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares 506 $62.7K 0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 1,093 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares 1,172 $62.3K 0.01% 0 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: 619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645 shares 645 $61.4K 0.01% new 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: 547 shares; 2024Q4: 550 shares; 2025Q1: 338 shares; 2025Q2: 363 shares; 2025Q3: 318 shares 318 $61.4K 0.01% -45 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 311 shares; 2025Q2: 301 shares; 2025Q3: 302 shares 302 $61.1K 0.01% +1 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: not reported; 2025Q3: 1,734 shares 1,734 $60.6K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 640 shares 640 $60.2K 0.01% +32 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 721 shares; 2025Q1: 727 shares; 2025Q2: 738 shares; 2025Q3: 743 shares 743 $60K 0.01% +5 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares 675 $59.9K 0.01% 0 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: 342 shares; 2024Q4: 343 shares; 2025Q1: 344 shares; 2025Q2: 239 shares; 2025Q3: 238 shares 238 $57.3K 0.01% -1 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 275 shares; 2025Q1: 531 shares; 2025Q2: 275 shares; 2025Q3: 880 shares 880 $56.7K 0.01% +605 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 5,256 shares; 2025Q1: 5,634 shares; 2025Q2: 5,265 shares; 2025Q3: 871 shares 871 $55.3K 0.01% -4,394 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: 1,042 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares 1,016 $55.1K 0.01% new 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: 937 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares 918 $55K 0.01% new Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,723 shares; 2024Q4: 506 shares; 2025Q1: 873 shares; 2025Q2: 506 shares; 2025Q3: 1,713 shares 1,713 $54.5K 0.01% +1,207 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,005 shares; 2025Q1: 2,011 shares; 2025Q2: 2,018 shares; 2025Q3: 2,024 shares 2,024 $53.9K 0.01% +6 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares 481 $53.4K 0.01% new 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: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102 shares 102 $51.1K 0.01% new 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 81 shares 81 $49.8K 0.01% +51 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: 1,796 shares; 2024Q4: 1,475 shares; 2025Q1: 1,839 shares; 2025Q2: 1,528 shares; 2025Q3: 1,873 shares 1,873 $49.6K 0.01% +345 Timeline SMCAY SMC CORP JAPAN AMERICAN DEPOSI More: the full row for SMC CORP JAPAN AMERICAN DEPOSI 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: 3,154 shares 3,154 $48.5K 0.01% new 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: 1,070 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares 1,103 $47.2K 0.01% 0 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: 616 shares; 2024Q4: 1,575 shares; 2025Q1: not reported; 2025Q2: 1,637 shares; 2025Q3: 276 shares 276 $46.3K 0.01% -1,361 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $46K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 899 shares; 2025Q1: 463 shares; 2025Q2: 469 shares; 2025Q3: 393 shares 393 $43.3K 0.01% -76 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 8,844 shares; 2025Q1: 9,997 shares; 2025Q2: 8,871 shares; 2025Q3: 1,857 shares 1,857 $41.6K 0.01% -7,014 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares 648 $41.6K 0.01% new Timeline IJK 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: 626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares 430 $41.3K 0.01% new 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: 290 shares; 2024Q4: 291 shares; 2025Q1: 292 shares; 2025Q2: 294 shares; 2025Q3: 295 shares 295 $41.1K 0.01% +1 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $40.5K 0.01% 0 Timeline CGON CG ONCOLOGY INC More: the full row for CG ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $40.3K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 573 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 312 shares 312 $40.2K 0.01% -42 Timeline IXJ 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: 452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 452 shares 452 $40.1K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 126 shares; 2025Q1: 337 shares; 2025Q2: 93 shares; 2025Q3: 305 shares 305 $39.4K 0.01% +212 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: 222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares 264 $38.2K 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares 298 $37.9K 0.01% 0 Timeline XNTK 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares 139 $37.9K 0.01% 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: 119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares 125 $37.8K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: not reported; 2025Q3: 533 shares 533 $37.5K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $36.9K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares 1,464 $36.2K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 1,562 shares; 2025Q1: 196 shares; 2025Q2: 1,550 shares; 2025Q3: 191 shares 191 $35.9K 0.01% -1,359 Timeline SPTE SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,004 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005 $34.6K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares 23 $34.4K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares 436 $33.9K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares 372 $33.4K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 591 shares; 2025Q1: 541 shares; 2025Q2: 549 shares; 2025Q3: 488 shares 488 $33K 0.01% -61 Timeline PCRHY PANASONIC HOLDINGS CORP More: the full row for PANASONIC HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares 3,013 $32.8K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 100 shares; 2025Q1: 242 shares; 2025Q2: not reported; 2025Q3: 1,041 shares 1,041 $32.5K 0.01% new Timeline DHLGY DHL AG - ADR More: the full row for DHL AG - ADR 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: 726 shares 726 $32.4K 0.01% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR 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: 341 shares 341 $31.3K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares 903 $31.1K 0.01% new Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares 436 $31K 0.01% new Timeline KBS Real Estate Investment … KBS Real Estate Investment Trust … More: the full row for KBS Real Estate Investment Trust III 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: 7,791 shares 7,791 $30.3K 0.01% new CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 314 shares; 2025Q3: 314 shares 314 $30.3K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 494 shares 494 $30.2K 0.01% +422 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares 255 $29.2K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares 941 $28K 0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 1,174 shares; 2025Q3: 1,174 shares 1,174 $27K 0.01% 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: 1,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares 324 $26.6K 0.01% new Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500 $26.5K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 12 shares; 2025Q2: 384 shares; 2025Q3: 381 shares 381 $25.6K 0.01% -3 Timeline BTCY BIOTRICITY INC COM NEW (NV) More: the full row for BIOTRICITY INC COM NEW (NV) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,263 shares 48,263 $25.6K 0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 45 shares; 2025Q1: 155 shares; 2025Q2: 45 shares; 2025Q3: 1,987 shares 1,987 $25.2K 0.01% +1,942 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $24.9K 0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $24.6K 0.01% 0 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: 254 shares; 2024Q4: 254 shares; 2025Q1: 89 shares; 2025Q2: 91 shares; 2025Q3: 65 shares 65 $24.4K 0.01% -26 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares 1,322 $24.3K 0.01% 0 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: not reported; 2025Q1: 7,300 shares; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $24.3K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares 179 $24.3K 0.01% new Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $24.2K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 25 shares; 2025Q1: 272 shares; 2025Q2: 25 shares; 2025Q3: 339 shares 339 $23.8K 0.01% +314 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares 40 $23.4K 0.01% new 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: 100 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 102 shares; 2025Q3: 101 shares 101 $23.2K 0.01% -1 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: 279 shares; 2024Q4: 281 shares; 2025Q1: 282 shares; 2025Q2: 284 shares; 2025Q3: 286 shares 286 $22.4K <0.01% +2 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 177 shares; 2025Q1: 203 shares; 2025Q2: 174 shares; 2025Q3: 205 shares 205 $22.3K <0.01% +31 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 241 shares; 2025Q1: 243 shares; 2025Q2: 245 shares; 2025Q3: 246 shares 246 $22.1K <0.01% +1 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 69 shares; 2025Q1: 329 shares; 2025Q2: 72 shares; 2025Q3: 312 shares 312 $21.9K <0.01% +240 Timeline CMBS 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: 430 shares; 2024Q4: 435 shares; 2025Q1: 437 shares; 2025Q2: 441 shares; 2025Q3: 444 shares 444 $21.8K <0.01% +3 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: 240 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 248 shares; 2025Q3: 248 shares 248 $21.7K <0.01% 0 Timeline IGPT 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: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $21.6K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares 450 $21.5K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares 853 $21K <0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares 82 $20.9K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares 108 $20.8K <0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares 126 $20.6K <0.01% 0 Timeline ARCADIUM LITHIUM PLC ARCADIUM LITHIUM PLC More: the full row for ARCADIUM LITHIUM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,913 shares; 2024Q4: 1,725 shares; 2025Q1: 7,378 shares; 2025Q2: not reported; 2025Q3: 7,072 shares 7,072 $20.2K <0.01% new HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares 300 $19.9K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares 402 $19.8K <0.01% new Timeline OMRNY OMRON CORPORATION SPONS ADR More: the full row for OMRON CORPORATION SPONS ADR 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: 709 shares 709 $19.5K <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,694 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares 345 $19.2K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 209 shares; 2025Q1: 210 shares; 2025Q2: 211 shares; 2025Q3: 212 shares 212 $19K <0.01% +1 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares 680 $18.8K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 239 shares 239 $18.7K <0.01% +1 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $18.6K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: not reported; 2025Q1: 4,161 shares; 2025Q2: not reported; 2025Q3: 4,161 shares 4,161 $18.2K <0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 172 shares; 2025Q2: not reported; 2025Q3: 77 shares 77 $17.4K <0.01% new 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: 250 shares; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: not reported; 2025Q3: 148 shares 148 $17K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 391 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 400 shares 400 $16.9K <0.01% +3 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: not reported; 2025Q3: 709 shares 709 $16.9K <0.01% new 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: 209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares 204 $16.8K <0.01% new 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: 651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares 125 $16.6K <0.01% new Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500 $16.5K <0.01% new Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR 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: 226 shares 226 $16.3K <0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares 241 $16K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 288 shares; 2025Q1: 289 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $15.7K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 344 shares; 2025Q1: 347 shares; 2025Q2: 175 shares; 2025Q3: 176 shares 176 $15.4K <0.01% +1 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: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares 54 $15.2K <0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: not reported; 2025Q3: 143 shares 143 $15.1K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $14.9K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares 23 $14.7K <0.01% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares 113 $14.3K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 98 shares; 2025Q3: 97 shares 97 $14.3K <0.01% -1 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 100 shares; 2025Q3: 100 shares 100 $14K <0.01% 0 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: 152 shares; 2024Q4: 124 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 29 shares 29 $14K <0.01% -14 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 540 shares; 2025Q1: 544 shares; 2025Q2: 443 shares; 2025Q3: 447 shares 447 $13.9K <0.01% +4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 59 shares; 2025Q3: 58 shares 58 $13.9K <0.01% -1 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: 133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares 96 $13.8K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 61 shares 61 $13.6K <0.01% -37 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 254 shares; 2025Q1: 256 shares; 2025Q2: 224 shares; 2025Q3: 226 shares 226 $13.6K <0.01% +2 Timeline PFIG 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: 1,057 shares; 2024Q4: 1,065 shares; 2025Q1: 546 shares; 2025Q2: 552 shares; 2025Q3: 558 shares 558 $13.5K <0.01% +6 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares 53 $13.4K <0.01% new 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: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares 29 $13.3K <0.01% new Timeline FIG FIGMA INC More: the full row for FIGMA 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: 255 shares 255 $13.2K <0.01% new 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: 237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares 53 $13.2K <0.01% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares 297 $13.1K <0.01% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: not reported; 2025Q1: 432 shares; 2025Q2: not reported; 2025Q3: 432 shares 432 $12.8K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares 321 $12.7K <0.01% new Timeline ESLOY ESSILORLUXOTTICA AMERICAN DEPO More: the full row for ESSILORLUXOTTICA AMERICAN DEPO 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: 78 shares 78 $12.6K <0.01% new Timeline DVA DAVITA INC More: the full row for DAVITA 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: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94 $12.5K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares 25 $12.5K <0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $12.4K <0.01% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: 267 shares 267 $12.1K <0.01% new 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: 80 shares; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: 96 shares 96 $12K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: 67 shares 67 $12K <0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 90 shares 90 $11.9K <0.01% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares 82 $11.9K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares 93 $11.9K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares 86 $11.8K <0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798 shares 798 $11.7K <0.01% new 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 25 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $11.6K <0.01% 0 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: 277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares 61 $11.6K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 83 shares 83 $11.4K <0.01% new Timeline PSL 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 103 shares 103 $11.4K <0.01% -1 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares 38 $11.4K <0.01% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 136 shares 136 $11.2K <0.01% new 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: 447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares 446 $11K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares 22 $11K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236 shares 236 $11K <0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: not reported; 2025Q1: 244 shares; 2025Q2: 2,370 shares; 2025Q3: 382 shares 382 $10.6K <0.01% -1,988 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares 253 $10.6K <0.01% new 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: 284 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 232 shares 232 $10.5K <0.01% new Timeline GXC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $10.5K <0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47 $10.4K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares 43 $10.4K <0.01% new 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: 641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares 163 $10.2K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 364 shares; 2025Q1: 129 shares; 2025Q2: 137 shares; 2025Q3: 90 shares 90 $10.1K <0.01% -47 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $10.1K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 548 shares; 2025Q1: 555 shares; 2025Q2: 553 shares; 2025Q3: 393 shares 393 $10K <0.01% -160 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares 79 $9.98K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares 33 $9.52K <0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares 22 $9.22K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 575 shares; 2025Q1: 184 shares; 2025Q2: 189 shares; 2025Q3: 114 shares 114 $8.91K <0.01% -75 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 310 shares; 2025Q1: 313 shares; 2025Q2: 323 shares; 2025Q3: 195 shares 195 $8.79K <0.01% -128 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares 25 $8.78K <0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares 114 $8.63K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268 shares 268 $8.57K <0.01% new Timeline LZAGY LONZA GROUP AG-UNSPON ADR More: the full row for LONZA GROUP AG-UNSPON ADR 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: 126 shares 126 $8.35K <0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares 68 $8.33K <0.01% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares 440 $8.03K <0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 722 shares; 2025Q1: 756 shares; 2025Q2: 781 shares; 2025Q3: 806 shares 806 $7.63K <0.01% +25 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166 shares 166 $7.56K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares 289 $7.53K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $7.48K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares 54 $7.28K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 930 shares; 2025Q3: 630 shares 630 $7.08K <0.01% -300 Timeline SCZ 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: 89 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares 92 $7.07K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 29 shares 29 $7.03K <0.01% -1 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 114 shares; 2025Q3: 114 shares 114 $6.95K <0.01% 0 Timeline IGV 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: 60 shares 60 $6.9K <0.01% new Timeline ARTY 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: 150 shares 150 $6.87K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 114 shares 114 $6.82K <0.01% new Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares 1,279 $6.7K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 40 shares 40 $6.52K <0.01% -25 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares 25 $6.52K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares 34 $6.47K <0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 150 shares; 2025Q2: 180 shares; 2025Q3: 178 shares 178 $6.26K <0.01% -2 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: 61 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares 47 $6.19K <0.01% new Timeline FXI 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: 150 shares 150 $6.17K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares 30 $6.12K <0.01% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares 96 $6.08K <0.01% new Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares 342 $6K <0.01% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares 126 $5.81K <0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares 113 $5.76K <0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares 86 $5.46K <0.01% new 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: 84 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 83 shares; 2025Q3: 82 shares 82 $5.46K <0.01% -1 Timeline BASFY BASF SE COMMON STOCK More: the full row for BASF SE COMMON STOCK 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: 434 shares 434 $5.4K <0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares 163 $5.37K <0.01% new Timeline CIBR 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 69 shares; 2025Q3: 69 shares 69 $5.28K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 169 shares; 2025Q1: 171 shares; 2025Q2: 173 shares; 2025Q3: 89 shares 89 $5.25K <0.01% -84 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares 46 $5.21K <0.01% new 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: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares 62 $5.21K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares 24 $5.18K <0.01% new 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 18 shares; 2025Q3: 19 shares 19 $5.16K <0.01% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares 49 $5.15K <0.01% new Timeline AIQUY AIR LIQUIDE-UNSPONSORED ADR More: the full row for AIR LIQUIDE-UNSPONSORED ADR 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: 124 shares 124 $5.15K <0.01% new 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: 156 shares; 2024Q4: 157 shares; 2025Q1: 86 shares; 2025Q2: 116 shares; 2025Q3: 110 shares 110 $4.86K <0.01% -6 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 23 shares; 2025Q2: 21 shares; 2025Q3: 16 shares 16 $4.79K <0.01% -5 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 143 shares; 2025Q3: 144 shares 144 $4.72K <0.01% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98 shares 98 $4.67K <0.01% new Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares 490 $4.54K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 45 shares; 2025Q1: 121 shares; 2025Q2: 45 shares; 2025Q3: 258 shares 258 $4.52K <0.01% +213 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 168 shares; 2025Q1: 172 shares; 2025Q2: 176 shares; 2025Q3: 179 shares 179 $4.5K <0.01% +3 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares 16 $4.49K <0.01% new Timeline GLNCY GLENCORE PLC -UNSP ADR More: the full row for GLENCORE PLC -UNSP ADR 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: 475 shares 475 $4.37K <0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 419 shares 419 $4.31K <0.01% +295 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 79 shares 79 $4.28K <0.01% -51 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $4.21K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares 46 $4.14K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 50 shares; 2025Q3: 50 shares 50 $4.12K <0.01% 0 Timeline VTVT VTV THERAPEUTICS INC More: the full row for VTV THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173 shares 173 $4.04K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $3.92K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares 18 $3.79K <0.01% new Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 65 shares 65 $3.75K <0.01% -21 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: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 61 shares; 2025Q3: 55 shares 55 $3.7K <0.01% -6 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 72 shares 72 $3.65K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares 22 $3.57K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $3.45K <0.01% 0 Timeline VLKAF VOLKSWAGEN AG More: the full row for VOLKSWAGEN AG 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: 30 shares 30 $3.28K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares 39 $3.27K <0.01% new 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12 $3.24K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares 48 $3.24K <0.01% new 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: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares 3 $3.23K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares 23 $3.19K <0.01% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $3.16K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares 199 $3.15K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214 $3.14K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97 shares 97 $3.12K <0.01% new Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500 $3.08K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares 9 $3.07K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 97 shares; 2025Q3: 97 shares 97 $3.06K <0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares 30 $3.02K <0.01% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares 44 $2.94K <0.01% new Timeline SPRE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares 150 $2.92K <0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 625 shares; 2025Q3: 425 shares 425 $2.91K <0.01% -200 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 8 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $2.85K <0.01% 0 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS 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: 63 shares 63 $2.8K <0.01% new Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 116 shares 116 $2.79K <0.01% +6 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: 111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares 9 $2.71K <0.01% new 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $2.63K <0.01% 0 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 686 shares 686 $2.63K <0.01% -553 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $2.56K <0.01% 0 Timeline IRBTQ IROBOT CORP More: the full row for IROBOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares 700 $2.51K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $2.45K <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares 104 $2.44K <0.01% new Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: 120 shares 120 $2.39K <0.01% new RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares 27 $2.38K <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 308 shares 308 $2.38K <0.01% -200 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares 16 $2.22K <0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares 50 $2.1K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares 40 $2.08K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares 111 $2.08K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares 66 $2.08K <0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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 shares 5 $2.07K <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares 38 $2.07K <0.01% new Timeline EHAB ENHABIT INC More: the full row for ENHABIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares 256 $2.05K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $2.01K <0.01% 0 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: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares 7 $1.98K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 12 shares; 2025Q3: 11 shares 11 $1.97K <0.01% -1 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares 17 $1.95K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 19 shares 19 $1.94K <0.01% +17 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares 6 $1.86K <0.01% new Timeline