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: 2,919 shares; 2024Q4: 1,604,869 shares; 2025Q1: 741,110 shares; 2025Q2: 496,291 shares; 2025Q3: 461,841 shares 461,841 $118M 6.33% -34,450 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: not reported; 2024Q4: 331,078 shares; 2025Q1: not reported; 2025Q2: 183,865 shares; 2025Q3: 171,477 shares 171,477 $88.8M 4.78% -12,388 Timeline IWY 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: 133,962 shares; 2024Q4: 459,585 shares; 2025Q1: not reported; 2025Q2: 322,606 shares; 2025Q3: 321,996 shares 321,996 $88.1M 4.74% -610 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: not reported; 2024Q4: 435,478 shares; 2025Q1: 359,794 shares; 2025Q2: 270,510 shares; 2025Q3: 255,505 shares 255,505 $84.3M 4.54% -15,005 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: not reported; 2024Q4: 352,133 shares; 2025Q1: 339,865 shares; 2025Q2: 257,341 shares; 2025Q3: 247,246 shares 247,246 $54.3M 2.92% -10,095 Timeline IWX 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: 237,753 shares; 2024Q4: 717,934 shares; 2025Q1: not reported; 2025Q2: 532,559 shares; 2025Q3: 545,667 shares 545,667 $48M 2.58% +13,108 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: 204,560 shares; 2024Q4: 1,020,473 shares; 2025Q1: not reported; 2025Q2: 616,915 shares; 2025Q3: 455,385 shares 455,385 $45.7M 2.46% -161,530 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: not reported; 2024Q4: 364,542 shares; 2025Q1: 388,172 shares; 2025Q2: 241,794 shares; 2025Q3: 233,144 shares 233,144 $43.5M 2.34% -8,650 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: 190,589 shares; 2024Q4: 851,638 shares; 2025Q1: 737,140 shares; 2025Q2: 504,233 shares; 2025Q3: 475,483 shares 475,483 $41.5M 2.23% -28,750 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,722 shares; 2024Q4: 298,260 shares; 2025Q1: not reported; 2025Q2: 278,757 shares; 2025Q3: 290,834 shares 290,834 $40.6M 2.19% +12,077 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: not reported; 2024Q4: 217,752 shares; 2025Q1: 180,556 shares; 2025Q2: 117,632 shares; 2025Q3: 107,425 shares 107,425 $33.9M 1.82% -10,207 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: not reported; 2024Q4: 255,890 shares; 2025Q1: 221,159 shares; 2025Q2: 150,546 shares; 2025Q3: 136,204 shares 136,204 $33.1M 1.78% -14,342 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 139,846 shares; 2025Q1: not reported; 2025Q2: 50,232 shares; 2025Q3: 44,257 shares 44,257 $29.6M 1.59% -5,975 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: not reported; 2024Q4: 83,723 shares; 2025Q1: 78,791 shares; 2025Q2: 51,953 shares; 2025Q3: 41,956 shares 41,956 $27.9M 1.5% -9,997 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: 32,194 shares; 2024Q4: 197,924 shares; 2025Q1: not reported; 2025Q2: 179,397 shares; 2025Q3: 190,430 shares 190,430 $27.1M 1.46% +11,033 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: not reported; 2024Q4: 196,676 shares; 2025Q1: 161,235 shares; 2025Q2: 113,739 shares; 2025Q3: 108,273 shares 108,273 $26.4M 1.42% -5,466 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: not reported; 2024Q4: 54,415 shares; 2025Q1: 53,529 shares; 2025Q2: 32,961 shares; 2025Q3: 32,400 shares 32,400 $23.8M 1.28% -561 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: not reported; 2024Q4: 257,532 shares; 2025Q1: 215,679 shares; 2025Q2: 102,349 shares; 2025Q3: 93,857 shares 93,857 $21.7M 1.17% -8,492 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,585 shares; 2025Q1: not reported; 2025Q2: 36,247 shares; 2025Q3: 33,191 shares 33,191 $20.3M 1.09% -3,056 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: 99,038 shares; 2024Q4: 408,509 shares; 2025Q1: 389,182 shares; 2025Q2: 327,570 shares; 2025Q3: 298,193 shares 298,193 $19.7M 1.06% -29,377 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,940 shares; 2025Q1: not reported; 2025Q2: 50,916 shares; 2025Q3: 48,467 shares 48,467 $19.6M 1.06% -2,449 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: not reported; 2024Q4: 91,048 shares; 2025Q1: 83,297 shares; 2025Q2: 59,157 shares; 2025Q3: 56,546 shares 56,546 $19.3M 1.04% -2,611 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: not reported; 2024Q4: 71,385 shares; 2025Q1: not reported; 2025Q2: 41,877 shares; 2025Q3: 34,813 shares 34,813 $16.3M 0.88% -7,064 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,151 shares 206,151 $16.2M 0.87% new 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: not reported; 2024Q4: 109,861 shares; 2025Q1: 94,594 shares; 2025Q2: 59,969 shares; 2025Q3: 54,825 shares 54,825 $15.4M 0.83% -5,144 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: 35,850 shares; 2024Q4: 142,279 shares; 2025Q1: 175,348 shares; 2025Q2: 150,468 shares; 2025Q3: 147,326 shares 147,326 $14.4M 0.78% -3,142 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 407,902 shares; 2025Q1: 331,139 shares; 2025Q2: 213,788 shares; 2025Q3: 201,008 shares 201,008 $13.8M 0.74% -12,780 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: not reported; 2024Q4: 44,127 shares; 2025Q1: 44,546 shares; 2025Q2: 27,563 shares; 2025Q3: 26,826 shares 26,826 $13.5M 0.73% -737 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: not reported; 2024Q4: 16,164 shares; 2025Q1: 14,510 shares; 2025Q2: 10,633 shares; 2025Q3: 10,260 shares 10,260 $12.3M 0.66% -373 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: not reported; 2024Q4: 26,970 shares; 2025Q1: 19,585 shares; 2025Q2: 15,603 shares; 2025Q3: 13,257 shares 13,257 $12.3M 0.66% -2,346 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: not reported; 2024Q4: 166,641 shares; 2025Q1: not reported; 2025Q2: 79,871 shares; 2025Q3: 76,608 shares 76,608 $11.8M 0.63% -3,263 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: not reported; 2024Q4: 113,887 shares; 2025Q1: not reported; 2025Q2: 48,768 shares; 2025Q3: 41,478 shares 41,478 $11.7M 0.63% -7,290 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: 2,222 shares; 2024Q4: 122,801 shares; 2025Q1: 100,033 shares; 2025Q2: 73,952 shares; 2025Q3: 57,397 shares 57,397 $11.2M 0.6% -16,555 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: not reported; 2024Q4: 49,638 shares; 2025Q1: 42,728 shares; 2025Q2: 31,220 shares; 2025Q3: 29,725 shares 29,725 $11.1M 0.6% -1,495 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: not reported; 2024Q4: 155,052 shares; 2025Q1: 163,088 shares; 2025Q2: 108,634 shares; 2025Q3: 98,327 shares 98,327 $11.1M 0.6% -10,307 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: not reported; 2024Q4: 220,832 shares; 2025Q1: not reported; 2025Q2: 116,794 shares; 2025Q3: 106,774 shares 106,774 $11M 0.59% -10,020 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: not reported; 2024Q4: 272,413 shares; 2025Q1: 225,249 shares; 2025Q2: 89,456 shares; 2025Q3: 82,085 shares 82,085 $11M 0.59% -7,371 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: not reported; 2024Q4: 59,118 shares; 2025Q1: 59,148 shares; 2025Q2: 28,088 shares; 2025Q3: 24,072 shares 24,072 $10.7M 0.58% -4,016 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: not reported; 2024Q4: 45,012 shares; 2025Q1: not reported; 2025Q2: 32,941 shares; 2025Q3: 31,849 shares 31,849 $10.5M 0.56% -1,092 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: not reported; 2024Q4: 118,384 shares; 2025Q1: not reported; 2025Q2: 71,806 shares; 2025Q3: 70,578 shares 70,578 $10.2M 0.55% -1,228 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: not reported; 2024Q4: 78,545 shares; 2025Q1: 63,918 shares; 2025Q2: 39,839 shares; 2025Q3: 38,655 shares 38,655 $9.53M 0.51% -1,184 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,492 shares; 2025Q1: not reported; 2025Q2: 36,497 shares; 2025Q3: 30,775 shares 30,775 $9.4M 0.51% -5,722 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,540 shares; 2025Q1: not reported; 2025Q2: 40,996 shares; 2025Q3: 38,021 shares 38,021 $8.99M 0.48% -2,975 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: not reported; 2024Q4: 117,716 shares; 2025Q1: not reported; 2025Q2: 62,066 shares; 2025Q3: 57,629 shares 57,629 $8.95M 0.48% -4,437 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,301 shares; 2025Q1: not reported; 2025Q2: 39,660 shares; 2025Q3: 36,918 shares 36,918 $8.93M 0.48% -2,742 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,257 shares; 2024Q4: 177,094 shares; 2025Q1: not reported; 2025Q2: 126,098 shares; 2025Q3: 76,172 shares 76,172 $8.11M 0.44% -49,926 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: not reported; 2024Q4: 77,377 shares; 2025Q1: 54,362 shares; 2025Q2: 36,360 shares; 2025Q3: 31,845 shares 31,845 $7.58M 0.41% -4,515 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,372 shares; 2025Q1: not reported; 2025Q2: 57,051 shares; 2025Q3: 51,849 shares 51,849 $7.55M 0.41% -5,202 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: not reported; 2024Q4: 195,165 shares; 2025Q1: 179,058 shares; 2025Q2: 86,484 shares; 2025Q3: 74,625 shares 74,625 $7.51M 0.4% -11,859 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,526 shares; 2025Q1: not reported; 2025Q2: 50,461 shares; 2025Q3: 53,319 shares 53,319 $7.49M 0.4% +2,858 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: not reported; 2024Q4: 15,416 shares; 2025Q1: 18,327 shares; 2025Q2: 13,974 shares; 2025Q3: 12,444 shares 12,444 $7.08M 0.38% -1,530 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,076 shares; 2025Q1: not reported; 2025Q2: 53,964 shares; 2025Q3: 65,328 shares 65,328 $7.02M 0.38% +11,364 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: not reported; 2024Q4: 54,498 shares; 2025Q1: 44,070 shares; 2025Q2: 30,763 shares; 2025Q3: 28,351 shares 28,351 $6.97M 0.37% -2,412 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: not reported; 2024Q4: 42,270 shares; 2025Q1: not reported; 2025Q2: 22,771 shares; 2025Q3: 22,796 shares 22,796 $6.93M 0.37% +25 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: not reported; 2024Q4: 154,586 shares; 2025Q1: not reported; 2025Q2: 78,310 shares; 2025Q3: 57,911 shares 57,911 $6.88M 0.37% -20,399 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: not reported; 2024Q4: 278,293 shares; 2025Q1: 190,786 shares; 2025Q2: 101,911 shares; 2025Q3: 90,380 shares 90,380 $6.82M 0.37% -11,531 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,506 shares; 2025Q2: 181,778 shares; 2025Q3: 214,072 shares 214,072 $6.77M 0.36% +32,294 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: not reported; 2024Q4: 101,838 shares; 2025Q1: 68,006 shares; 2025Q2: 47,003 shares; 2025Q3: 40,113 shares 40,113 $6.76M 0.36% -6,890 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: not reported; 2024Q4: 73,880 shares; 2025Q1: not reported; 2025Q2: 36,277 shares; 2025Q3: 32,074 shares 32,074 $6.75M 0.36% -4,203 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275,497 shares; 2025Q1: 227,843 shares; 2025Q2: 203,938 shares; 2025Q3: 151,002 shares 151,002 $6.67M 0.36% -52,936 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 355,834 shares; 2025Q1: not reported; 2025Q2: 305,559 shares; 2025Q3: 282,753 shares 282,753 $6.58M 0.35% -22,806 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: not reported; 2024Q4: 24,363 shares; 2025Q1: 18,171 shares; 2025Q2: 15,234 shares; 2025Q3: 14,372 shares 14,372 $6.43M 0.35% -862 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,344 shares; 2025Q1: not reported; 2025Q2: 78,742 shares; 2025Q3: 67,967 shares 67,967 $6.35M 0.34% -10,775 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: not reported; 2024Q4: 15,914 shares; 2025Q1: not reported; 2025Q2: 7,098 shares; 2025Q3: 7,918 shares 7,918 $6.04M 0.33% +820 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,578 shares; 2025Q1: 248,034 shares; 2025Q2: 237,109 shares; 2025Q3: 209,355 shares 209,355 $5.93M 0.32% -27,754 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: not reported; 2024Q4: 32,149 shares; 2025Q1: 29,125 shares; 2025Q2: 26,681 shares; 2025Q3: 26,789 shares 26,789 $5.92M 0.32% +108 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: not reported; 2024Q4: 71,949 shares; 2025Q1: not reported; 2025Q2: 33,224 shares; 2025Q3: 30,463 shares 30,463 $5.65M 0.3% -2,761 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,679 shares; 2025Q1: not reported; 2025Q2: 31,345 shares; 2025Q3: 27,737 shares 27,737 $5.59M 0.3% -3,608 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,707 shares; 2025Q1: 17,053 shares; 2025Q2: 16,459 shares; 2025Q3: 16,863 shares 16,863 $5.46M 0.29% +404 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,114 shares; 2025Q1: 26,131 shares; 2025Q2: 20,865 shares; 2025Q3: 16,749 shares 16,749 $5.41M 0.29% -4,116 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: not reported; 2024Q4: 107,136 shares; 2025Q1: 92,183 shares; 2025Q2: 55,086 shares; 2025Q3: 63,109 shares 63,109 $5.3M 0.29% +8,023 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: not reported; 2024Q4: 23,752 shares; 2025Q1: 22,495 shares; 2025Q2: 17,725 shares; 2025Q3: 14,899 shares 14,899 $5.14M 0.28% -2,826 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,344 shares; 2025Q1: 37,304 shares; 2025Q2: 25,693 shares; 2025Q3: 27,563 shares 27,563 $5.03M 0.27% +1,870 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: not reported; 2024Q4: 15,595 shares; 2025Q1: 30,505 shares; 2025Q2: 22,511 shares; 2025Q3: 24,248 shares 24,248 $4.96M 0.27% +1,737 Timeline VLUE 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: 92,836 shares; 2025Q1: 70,191 shares; 2025Q2: 47,935 shares; 2025Q3: 39,505 shares 39,505 $4.94M 0.27% -8,430 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,661 shares; 2025Q1: 25,351 shares; 2025Q2: 13,648 shares; 2025Q3: 13,753 shares 13,753 $4.89M 0.26% +105 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: 26,983 shares; 2024Q4: 82,387 shares; 2025Q1: not reported; 2025Q2: 63,899 shares; 2025Q3: 63,478 shares 63,478 $4.87M 0.26% -421 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: not reported; 2024Q4: 53,004 shares; 2025Q1: 41,031 shares; 2025Q2: 30,520 shares; 2025Q3: 28,287 shares 28,287 $4.82M 0.26% -2,233 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,009 shares; 2025Q1: 13,326 shares; 2025Q2: 7,670 shares; 2025Q3: 6,033 shares 6,033 $4.8M 0.26% -1,637 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,286 shares; 2025Q1: 25,701 shares; 2025Q2: 18,378 shares; 2025Q3: 17,031 shares 17,031 $4.8M 0.26% -1,347 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,680 shares; 2025Q1: 6,972 shares; 2025Q2: 4,371 shares; 2025Q3: 4,103 shares 4,103 $4.78M 0.26% -268 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: not reported; 2024Q4: 92,485 shares; 2025Q1: not reported; 2025Q2: 68,442 shares; 2025Q3: 69,956 shares 69,956 $4.64M 0.25% +1,514 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: not reported; 2024Q4: 42,164 shares; 2025Q1: 32,207 shares; 2025Q2: 18,338 shares; 2025Q3: 16,470 shares 16,470 $4.49M 0.24% -1,868 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: not reported; 2024Q4: 123,183 shares; 2025Q1: 77,173 shares; 2025Q2: 54,411 shares; 2025Q3: 46,816 shares 46,816 $4.46M 0.24% -7,595 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: not reported; 2024Q4: 48,801 shares; 2025Q1: not reported; 2025Q2: 23,920 shares; 2025Q3: 22,216 shares 22,216 $4.4M 0.24% -1,704 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: not reported; 2024Q4: 16,989 shares; 2025Q1: 20,382 shares; 2025Q2: 9,127 shares; 2025Q3: 7,198 shares 7,198 $4.32M 0.23% -1,929 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,575 shares; 2025Q1: 39,015 shares; 2025Q2: 27,749 shares; 2025Q3: 22,648 shares 22,648 $4.32M 0.23% -5,101 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: 745 shares; 2025Q2: 766 shares; 2025Q3: 799 shares 799 $4.31M 0.23% +33 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: not reported; 2024Q4: 197,057 shares; 2025Q1: not reported; 2025Q2: 86,743 shares; 2025Q3: 79,311 shares 79,311 $4.3M 0.23% -7,432 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: not reported; 2024Q4: 107,587 shares; 2025Q1: not reported; 2025Q2: 74,157 shares; 2025Q3: 71,609 shares 71,609 $4.29M 0.23% -2,548 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,774 shares; 2025Q1: not reported; 2025Q2: 69,753 shares; 2025Q3: 62,180 shares 62,180 $4.19M 0.23% -7,573 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,885 shares; 2025Q1: not reported; 2025Q2: 71,413 shares; 2025Q3: 64,205 shares 64,205 $4.17M 0.22% -7,208 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,523 shares; 2025Q1: 77,126 shares; 2025Q2: 52,520 shares; 2025Q3: 44,650 shares 44,650 $4.16M 0.22% -7,870 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: not reported; 2024Q4: 77,353 shares; 2025Q1: not reported; 2025Q2: 35,296 shares; 2025Q3: 37,085 shares 37,085 $4.12M 0.22% +1,789 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,442 shares; 2025Q1: not reported; 2025Q2: 12,095 shares; 2025Q3: 11,047 shares 11,047 $4.08M 0.22% -1,048 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,791 shares; 2025Q1: 30,380 shares; 2025Q2: 27,658 shares; 2025Q3: 26,714 shares 26,714 $4.06M 0.22% -944 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: not reported; 2024Q4: 112,480 shares; 2025Q1: not reported; 2025Q2: 63,885 shares; 2025Q3: 62,138 shares 62,138 $3.99M 0.21% -1,747 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,456 shares; 2025Q1: 133,287 shares; 2025Q2: 144,776 shares; 2025Q3: 148,227 shares 148,227 $3.91M 0.21% +3,451 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,644 shares; 2025Q1: not reported; 2025Q2: 19,574 shares; 2025Q3: 17,899 shares 17,899 $3.86M 0.21% -1,675 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: not reported; 2024Q4: 38,511 shares; 2025Q1: 37,479 shares; 2025Q2: 23,093 shares; 2025Q3: 23,063 shares 23,063 $3.86M 0.21% -30 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: not reported; 2024Q4: 8,810 shares; 2025Q1: not reported; 2025Q2: 12,303 shares; 2025Q3: 12,379 shares 12,379 $3.83M 0.21% +76 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: not reported; 2024Q4: 218,336 shares; 2025Q1: not reported; 2025Q2: 63,587 shares; 2025Q3: 58,617 shares 58,617 $3.83M 0.21% -4,970 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: 25,436 shares; 2025Q1: not reported; 2025Q2: 28,255 shares; 2025Q3: 28,234 shares 28,234 $3.78M 0.2% -21 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,057 shares; 2025Q1: 31,744 shares; 2025Q2: 12,226 shares; 2025Q3: 12,678 shares 12,678 $3.72M 0.2% +452 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: not reported; 2024Q4: 522,919 shares; 2025Q1: not reported; 2025Q2: 168,082 shares; 2025Q3: 143,238 shares 143,238 $3.65M 0.2% -24,844 Timeline SPYV 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: 115,506 shares; 2025Q1: 85,753 shares; 2025Q2: 65,766 shares; 2025Q3: 61,651 shares 61,651 $3.41M 0.18% -4,115 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,713 shares; 2025Q1: 27,691 shares; 2025Q2: 28,542 shares; 2025Q3: 27,483 shares 27,483 $3.4M 0.18% -1,059 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: 42,465 shares; 2025Q1: 50,646 shares; 2025Q2: 51,689 shares; 2025Q3: 50,663 shares 50,663 $3.35M 0.18% -1,026 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: 121,650 shares; 2025Q1: 102,449 shares; 2025Q2: 66,196 shares; 2025Q3: 64,680 shares 64,680 $3.34M 0.18% -1,516 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: not reported; 2024Q4: 87,294 shares; 2025Q1: not reported; 2025Q2: 66,361 shares; 2025Q3: 71,399 shares 71,399 $3.22M 0.17% +5,038 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: not reported; 2024Q4: 57,752 shares; 2025Q1: 31,206 shares; 2025Q2: 23,221 shares; 2025Q3: 21,118 shares 21,118 $3.09M 0.17% -2,103 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: not reported; 2024Q4: 6,815 shares; 2025Q1: not reported; 2025Q2: 6,343 shares; 2025Q3: 6,296 shares 6,296 $3.05M 0.16% -47 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,321 shares; 2025Q1: not reported; 2025Q2: 8,457 shares; 2025Q3: 8,344 shares 8,344 $3.05M 0.16% -113 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,315 shares; 2025Q1: not reported; 2025Q2: 25,535 shares; 2025Q3: 17,196 shares 17,196 $3.04M 0.16% -8,339 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: not reported; 2024Q4: 22,677 shares; 2025Q1: 36,570 shares; 2025Q2: 30,206 shares; 2025Q3: 31,897 shares 31,897 $3.02M 0.16% +1,691 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,904 shares; 2025Q1: 158,930 shares; 2025Q2: 260,913 shares; 2025Q3: 363,878 shares 363,878 $2.98M 0.16% +102,965 T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,741 shares; 2025Q1: 145,423 shares; 2025Q2: 124,518 shares; 2025Q3: 105,226 shares 105,226 $2.97M 0.16% -19,292 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,433 shares; 2025Q1: 22,014 shares; 2025Q2: 13,169 shares; 2025Q3: 10,635 shares 10,635 $2.95M 0.16% -2,534 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: not reported; 2024Q4: 15,163 shares; 2025Q1: 10,636 shares; 2025Q2: 7,507 shares; 2025Q3: 7,415 shares 7,415 $2.9M 0.16% -92 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: 7,449 shares; 2025Q1: 14,306 shares; 2025Q2: 13,591 shares; 2025Q3: 13,512 shares 13,512 $2.9M 0.16% -79 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,423 shares; 2025Q1: 31,333 shares; 2025Q2: 22,343 shares; 2025Q3: 18,010 shares 18,010 $2.88M 0.15% -4,333 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: not reported; 2024Q4: 24,655 shares; 2025Q1: 19,041 shares; 2025Q2: 13,073 shares; 2025Q3: 13,073 shares 13,073 $2.87M 0.15% 0 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: not reported; 2024Q4: 17,400 shares; 2025Q1: 75,105 shares; 2025Q2: 82,573 shares; 2025Q3: 65,419 shares 65,419 $2.83M 0.15% -17,154 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,164 shares; 2025Q1: 37,598 shares; 2025Q2: 35,469 shares; 2025Q3: 33,487 shares 33,487 $2.83M 0.15% -1,982 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,326 shares; 2025Q1: not reported; 2025Q2: 16,817 shares; 2025Q3: 25,326 shares 25,326 $2.8M 0.15% +8,509 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: not reported; 2024Q4: 73,326 shares; 2025Q1: not reported; 2025Q2: 34,319 shares; 2025Q3: 33,060 shares 33,060 $2.8M 0.15% -1,259 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: not reported; 2024Q4: 2,416 shares; 2025Q1: 4,121 shares; 2025Q2: 4,333 shares; 2025Q3: 4,345 shares 4,345 $2.78M 0.15% +12 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: not reported; 2024Q4: 1,340 shares; 2025Q1: not reported; 2025Q2: 7,709 shares; 2025Q3: 7,887 shares 7,887 $2.73M 0.15% +178 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,641 shares; 2025Q1: not reported; 2025Q2: 4,562 shares; 2025Q3: 2,831 shares 2,831 $2.7M 0.15% -1,731 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,311 shares; 2025Q1: not reported; 2025Q2: 85,798 shares; 2025Q3: 50,376 shares 50,376 $2.69M 0.14% -35,422 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: not reported; 2025Q2: 13,848 shares; 2025Q3: 14,083 shares 14,083 $2.66M 0.14% +235 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: not reported; 2024Q4: 167,233 shares; 2025Q1: 127,402 shares; 2025Q2: 95,607 shares; 2025Q3: 83,971 shares 83,971 $2.64M 0.14% -11,636 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: not reported; 2024Q4: 8,690 shares; 2025Q1: not reported; 2025Q2: 11,279 shares; 2025Q3: 11,358 shares 11,358 $2.61M 0.14% +79 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,918 shares; 2025Q1: not reported; 2025Q2: 12,509 shares; 2025Q3: 10,019 shares 10,019 $2.55M 0.14% -2,490 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: 34,979 shares; 2025Q1: 33,558 shares; 2025Q2: 24,678 shares; 2025Q3: 17,076 shares 17,076 $2.49M 0.13% -7,602 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: not reported; 2024Q4: 18,064 shares; 2025Q1: 12,028 shares; 2025Q2: 8,278 shares; 2025Q3: 6,962 shares 6,962 $2.46M 0.13% -1,316 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,750 shares; 2025Q1: not reported; 2025Q2: 29,837 shares; 2025Q3: 25,349 shares 25,349 $2.42M 0.13% -4,488 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,150 shares; 2025Q1: 35,862 shares; 2025Q2: 22,140 shares; 2025Q3: 22,193 shares 22,193 $2.42M 0.13% +53 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: not reported; 2024Q4: 25,886 shares; 2025Q1: 14,937 shares; 2025Q2: 8,577 shares; 2025Q3: 8,493 shares 8,493 $2.4M 0.13% -84 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: not reported; 2024Q4: 157,442 shares; 2025Q1: not reported; 2025Q2: 50,756 shares; 2025Q3: 38,316 shares 38,316 $2.39M 0.13% -12,440 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: not reported; 2024Q4: 63,931 shares; 2025Q1: 39,899 shares; 2025Q2: 26,962 shares; 2025Q3: 21,276 shares 21,276 $2.39M 0.13% -5,686 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,923 shares; 2025Q1: not reported; 2025Q2: 13,062 shares; 2025Q3: 11,521 shares 11,521 $2.35M 0.13% -1,541 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: not reported; 2024Q4: 4,411 shares; 2025Q1: 9,340 shares; 2025Q2: 8,387 shares; 2025Q3: 8,346 shares 8,346 $2.25M 0.12% -41 Timeline VSS 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: not reported; 2024Q4: 60,467 shares; 2025Q1: not reported; 2025Q2: 25,764 shares; 2025Q3: 15,752 shares 15,752 $2.25M 0.12% -10,012 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,862 shares; 2025Q1: 25,704 shares; 2025Q2: 15,831 shares; 2025Q3: 13,649 shares 13,649 $2.17M 0.12% -2,182 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,377 shares 22,377 $2.16M 0.12% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,365 shares; 2025Q1: 12,163 shares; 2025Q2: 15,221 shares; 2025Q3: 20,845 shares 20,845 $2.14M 0.12% +5,624 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: not reported; 2024Q4: 86,454 shares; 2025Q1: 83,360 shares; 2025Q2: 55,328 shares; 2025Q3: 47,738 shares 47,738 $2.1M 0.11% -7,590 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,678 shares; 2025Q1: not reported; 2025Q2: 38,202 shares; 2025Q3: 29,631 shares 29,631 $2.09M 0.11% -8,571 Timeline PFF 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: 636,280 shares; 2025Q1: not reported; 2025Q2: 83,072 shares; 2025Q3: 64,944 shares 64,944 $2.05M 0.11% -18,128 Timeline AES AES CORP More: the full row for AES 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: 79,735 shares; 2025Q2: 190,904 shares; 2025Q3: 153,310 shares 153,310 $2.02M 0.11% -37,594 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,425 shares; 2025Q1: not reported; 2025Q2: 19,181 shares; 2025Q3: 19,166 shares 19,166 $2.01M 0.11% -15 Timeline XPH 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: 6,218 shares; 2025Q1: 32,933 shares; 2025Q2: 41,012 shares; 2025Q3: 41,689 shares 41,689 $2M 0.11% +677 Timeline ICSH 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: 87,892 shares; 2025Q1: 82,501 shares; 2025Q2: 59,466 shares; 2025Q3: 39,195 shares 39,195 $1.99M 0.11% -20,271 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,055 shares; 2025Q1: 6,254 shares; 2025Q2: 4,009 shares; 2025Q3: 3,998 shares 3,998 $1.96M 0.11% -11 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: not reported; 2024Q4: 14,039 shares; 2025Q1: not reported; 2025Q2: 9,247 shares; 2025Q3: 7,624 shares 7,624 $1.92M 0.1% -1,623 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: not reported; 2024Q4: 55,886 shares; 2025Q1: 31,905 shares; 2025Q2: 17,511 shares; 2025Q3: 14,860 shares 14,860 $1.91M 0.1% -2,651 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,769 shares; 2025Q1: 1,515 shares; 2025Q2: 18,090 shares; 2025Q3: 17,601 shares 17,601 $1.9M 0.1% -489 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,411 shares; 2025Q1: not reported; 2025Q2: 4,969 shares; 2025Q3: 6,353 shares 6,353 $1.83M 0.1% +1,384 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: not reported; 2024Q4: 12,787 shares; 2025Q1: not reported; 2025Q2: 3,808 shares; 2025Q3: 3,088 shares 3,088 $1.81M 0.1% -720 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,631 shares; 2025Q1: 11,969 shares; 2025Q2: 5,981 shares; 2025Q3: 5,415 shares 5,415 $1.8M 0.1% -566 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,164 shares; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 2,633 shares 2,633 $1.8M 0.1% -510 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 83,981 shares; 2025Q1: not reported; 2025Q2: 33,741 shares; 2025Q3: 17,348 shares 17,348 $1.79M 0.1% -16,393 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,613 shares; 2025Q3: 18,420 shares 18,420 $1.78M 0.1% +807 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,029 shares; 2025Q1: 4,502 shares; 2025Q2: 5,362 shares; 2025Q3: 6,992 shares 6,992 $1.76M 0.09% +1,630 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,181 shares; 2025Q1: 12,291 shares; 2025Q2: 6,775 shares; 2025Q3: 5,564 shares 5,564 $1.73M 0.09% -1,211 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: not reported; 2024Q4: 77,049 shares; 2025Q1: not reported; 2025Q2: 32,316 shares; 2025Q3: 24,686 shares 24,686 $1.72M 0.09% -7,630 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,072 shares; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 5,217 shares 5,217 $1.67M 0.09% -1,368 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,038 shares; 2025Q1: not reported; 2025Q2: 64,890 shares; 2025Q3: 63,490 shares 63,490 $1.63M 0.09% -1,400 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: not reported; 2024Q4: 25,530 shares; 2025Q1: 18,297 shares; 2025Q2: 10,182 shares; 2025Q3: 10,000 shares 10,000 $1.62M 0.09% -182 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: not reported; 2024Q4: 135,552 shares; 2025Q1: not reported; 2025Q2: 61,503 shares; 2025Q3: 46,391 shares 46,391 $1.59M 0.09% -15,112 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: not reported; 2024Q4: 6,978 shares; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 3,318 shares 3,318 $1.58M 0.09% -102 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: not reported; 2024Q4: 6,525 shares; 2025Q1: not reported; 2025Q2: 4,416 shares; 2025Q3: 4,391 shares 4,391 $1.54M 0.08% -25 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,076 shares; 2025Q1: 49,918 shares; 2025Q2: 23,988 shares; 2025Q3: 16,780 shares 16,780 $1.54M 0.08% -7,208 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: not reported; 2024Q4: 16,269 shares; 2025Q1: 17,072 shares; 2025Q2: 8,965 shares; 2025Q3: 6,463 shares 6,463 $1.53M 0.08% -2,502 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,601 shares; 2025Q1: not reported; 2025Q2: 19,596 shares; 2025Q3: 18,991 shares 18,991 $1.52M 0.08% -605 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 16 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.08% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,060 shares; 2025Q1: 35,683 shares; 2025Q2: 25,784 shares; 2025Q3: 23,919 shares 23,919 $1.5M 0.08% -1,865 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,188 shares; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 4,990 shares 4,990 $1.5M 0.08% -294 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: not reported; 2024Q4: 4,724 shares; 2025Q1: not reported; 2025Q2: 14,042 shares; 2025Q3: 23,765 shares 23,765 $1.5M 0.08% +9,723 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 90,092 shares; 2025Q1: 48,516 shares; 2025Q2: 33,570 shares; 2025Q3: 31,165 shares 31,165 $1.48M 0.08% -2,405 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: not reported; 2024Q4: 34,518 shares; 2025Q1: not reported; 2025Q2: 26,224 shares; 2025Q3: 26,061 shares 26,061 $1.48M 0.08% -163 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,956 shares; 2025Q1: not reported; 2025Q2: 59,689 shares; 2025Q3: 54,057 shares 54,057 $1.48M 0.08% -5,632 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: not reported; 2024Q4: 75,602 shares; 2025Q1: 40,062 shares; 2025Q2: 23,772 shares; 2025Q3: 19,255 shares 19,255 $1.46M 0.08% -4,517 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: 6,059 shares; 2025Q3: 7,060 shares 7,060 $1.44M 0.08% +1,001 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: not reported; 2024Q4: 39,541 shares; 2025Q1: not reported; 2025Q2: 19,698 shares; 2025Q3: 18,894 shares 18,894 $1.42M 0.08% -804 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,618 shares; 2025Q1: 17,464 shares; 2025Q2: 11,518 shares; 2025Q3: 10,143 shares 10,143 $1.42M 0.08% -1,375 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,749 shares; 2025Q1: 3,651 shares; 2025Q2: 1,871 shares; 2025Q3: 1,807 shares 1,807 $1.4M 0.08% -64 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,323 shares; 2025Q1: not reported; 2025Q2: 5,921 shares; 2025Q3: 5,614 shares 5,614 $1.39M 0.07% -307 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: 22,181 shares; 2025Q1: not reported; 2025Q2: 16,206 shares; 2025Q3: 13,293 shares 13,293 $1.35M 0.07% -2,913 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: 10,174 shares; 2025Q1: 8,321 shares; 2025Q2: 6,610 shares; 2025Q3: 6,332 shares 6,332 $1.35M 0.07% -278 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,032 shares; 2025Q1: not reported; 2025Q2: 7,756 shares; 2025Q3: 8,277 shares 8,277 $1.34M 0.07% +521 Timeline 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: not reported; 2024Q4: 4,992 shares; 2025Q1: not reported; 2025Q2: 19,364 shares; 2025Q3: 19,991 shares 19,991 $1.33M 0.07% +627 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 10,195 shares; 2025Q3: 13,326 shares 13,326 $1.33M 0.07% +3,131 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,755 shares; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 2,498 shares 2,498 $1.31M 0.07% -757 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: 4,700 shares; 2025Q1: 5,411 shares; 2025Q2: 2,341 shares; 2025Q3: 2,183 shares 2,183 $1.3M 0.07% -158 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,420 shares; 2025Q1: 77,675 shares; 2025Q2: 43,140 shares; 2025Q3: 25,629 shares 25,629 $1.3M 0.07% -17,511 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,612 shares; 2025Q1: 11,369 shares; 2025Q2: 11,171 shares; 2025Q3: 10,885 shares 10,885 $1.29M 0.07% -286 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: not reported; 2024Q4: 12,852 shares; 2025Q1: not reported; 2025Q2: 7,276 shares; 2025Q3: 7,725 shares 7,725 $1.29M 0.07% +449 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,733 shares; 2025Q1: 11,080 shares; 2025Q2: 7,283 shares; 2025Q3: 5,255 shares 5,255 $1.27M 0.07% -2,028 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: not reported; 2024Q4: 32,717 shares; 2025Q1: not reported; 2025Q2: 10,903 shares; 2025Q3: 10,970 shares 10,970 $1.26M 0.07% +67 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 1,405 shares; 2025Q2: 13,987 shares; 2025Q3: 16,497 shares 16,497 $1.25M 0.07% +2,510 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 148,351 shares; 2025Q1: 8,901 shares; 2025Q2: 7,432 shares; 2025Q3: 7,308 shares 7,308 $1.25M 0.07% -124 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,104 shares; 2025Q2: 1,745 shares; 2025Q3: 1,571 shares 1,571 $1.23M 0.07% -174 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: not reported; 2024Q4: 39,755 shares; 2025Q1: 34,475 shares; 2025Q2: 27,951 shares; 2025Q3: 22,693 shares 22,693 $1.22M 0.07% -5,258 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,467 shares; 2025Q1: 139,145 shares; 2025Q2: 67,149 shares; 2025Q3: 27,606 shares 27,606 $1.21M 0.07% -39,543 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 5,816 shares; 2025Q2: 6,737 shares; 2025Q3: 6,928 shares 6,928 $1.21M 0.06% +191 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,673 shares; 2025Q1: not reported; 2025Q2: 27,416 shares; 2025Q3: 16,168 shares 16,168 $1.2M 0.06% -11,248 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: not reported; 2024Q4: 5,842 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,404 shares 5,404 $1.2M 0.06% +14 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: not reported; 2024Q4: 12,399 shares; 2025Q1: not reported; 2025Q2: 7,493 shares; 2025Q3: 8,239 shares 8,239 $1.16M 0.06% +746 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: not reported; 2024Q4: 5,173 shares; 2025Q1: 13,152 shares; 2025Q2: 14,521 shares; 2025Q3: 11,059 shares 11,059 $1.15M 0.06% -3,462 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,636 shares; 2025Q1: not reported; 2025Q2: 11,471 shares; 2025Q3: 12,129 shares 12,129 $1.15M 0.06% +658 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,209 shares; 2025Q1: 5,783 shares; 2025Q2: 3,005 shares; 2025Q3: 2,410 shares 2,410 $1.14M 0.06% -595 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: not reported; 2024Q4: 3,599 shares; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,500 shares 2,500 $1.14M 0.06% -21 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: not reported; 2024Q4: 5,359 shares; 2025Q1: 5,333 shares; 2025Q2: 3,895 shares; 2025Q3: 9,159 shares 9,159 $1.13M 0.06% +5,264 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: not reported; 2024Q4: 8,867 shares; 2025Q1: 7,824 shares; 2025Q2: 5,340 shares; 2025Q3: 9,796 shares 9,796 $1.12M 0.06% +4,456 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: not reported; 2024Q4: 9,077 shares; 2025Q1: 9,974 shares; 2025Q2: 6,363 shares; 2025Q3: 5,813 shares 5,813 $1.12M 0.06% -550 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: not reported; 2024Q4: 73,045 shares; 2025Q1: 25,270 shares; 2025Q2: 19,444 shares; 2025Q3: 16,232 shares 16,232 $1.09M 0.06% -3,212 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: not reported; 2024Q4: 4,520 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,172 shares 2,172 $1.08M 0.06% -25 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: not reported; 2024Q4: 33,000 shares; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 5,367 shares 5,367 $1.08M 0.06% -3,203 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: not reported; 2024Q4: 132,607 shares; 2025Q1: not reported; 2025Q2: 31,613 shares; 2025Q3: 31,448 shares 31,448 $1.06M 0.06% -165 Timeline REET 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: 177,519 shares; 2025Q1: 140,247 shares; 2025Q2: 63,817 shares; 2025Q3: 40,921 shares 40,921 $1.05M 0.06% -22,896 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,382 shares; 2025Q1: not reported; 2025Q2: 7,192 shares; 2025Q3: 7,249 shares 7,249 $1.04M 0.06% +57 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,161 shares 2,161 $1.04M 0.06% -55 Timeline TFLO 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: 123,099 shares; 2025Q1: 98,715 shares; 2025Q2: 32,667 shares; 2025Q3: 20,402 shares 20,402 $1.03M 0.06% -12,265 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,956 shares; 2025Q1: 7,238 shares; 2025Q2: 3,751 shares; 2025Q3: 3,654 shares 3,654 $1.03M 0.06% -97 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,659 shares; 2025Q1: 12,241 shares; 2025Q2: 7,434 shares; 2025Q3: 5,342 shares 5,342 $1.01M 0.05% -2,092 Timeline CMS CMS ENERGY CORP More: the full row for CMS 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: 5,489 shares; 2025Q1: not reported; 2025Q2: 17,900 shares; 2025Q3: 13,652 shares 13,652 $1M 0.05% -4,248 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: not reported; 2024Q4: 1,584 shares; 2025Q1: 1,636 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares 1,280 $956K 0.05% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE 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: 7,152 shares; 2025Q1: 17,193 shares; 2025Q2: 20,222 shares; 2025Q3: 26,784 shares 26,784 $956K 0.05% +6,562 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: not reported; 2025Q3: 2,927 shares 2,927 $955K 0.05% new 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: not reported; 2024Q4: 4,477 shares; 2025Q1: 4,291 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares 3,971 $952K 0.05% 0 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: not reported; 2024Q4: 18,132 shares; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 3,215 shares 3,215 $944K 0.05% -1,165 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,602 shares; 2025Q1: 3,568 shares; 2025Q2: 1,583 shares; 2025Q3: 2,782 shares 2,782 $939K 0.05% +1,199 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: not reported; 2024Q4: 15,213 shares; 2025Q1: 12,994 shares; 2025Q2: 11,206 shares; 2025Q3: 11,062 shares 11,062 $930K 0.05% -144 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: not reported; 2024Q4: 2,446 shares; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,447 shares 1,447 $912K 0.05% -185 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: not reported; 2024Q4: 49,637 shares; 2025Q1: not reported; 2025Q2: 13,124 shares; 2025Q3: 10,726 shares 10,726 $899K 0.05% -2,398 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: not reported; 2024Q4: 36,032 shares; 2025Q1: not reported; 2025Q2: 24,738 shares; 2025Q3: 24,618 shares 24,618 $874K 0.05% -120 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,608 shares; 2025Q1: 3,579 shares; 2025Q2: 2,555 shares; 2025Q3: 2,625 shares 2,625 $864K 0.05% +70 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,108 shares; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 3,227 shares 3,227 $848K 0.05% -27 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,427 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,432 shares 21,432 $840K 0.05% new Timeline IGF 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: 42,449 shares; 2025Q1: not reported; 2025Q2: 27,425 shares; 2025Q3: 13,599 shares 13,599 $831K 0.04% -13,826 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,482 shares; 2025Q1: 17,237 shares; 2025Q2: 10,842 shares; 2025Q3: 10,737 shares 10,737 $827K 0.04% -105 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,112 shares; 2025Q1: not reported; 2025Q2: 9,418 shares; 2025Q3: 7,365 shares 7,365 $817K 0.04% -2,053 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,080 shares; 2025Q1: not reported; 2025Q2: 3,844 shares; 2025Q3: 2,823 shares 2,823 $813K 0.04% -1,021 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: 3,585 shares; 2025Q2: 1,345 shares; 2025Q3: 1,301 shares 1,301 $800K 0.04% -44 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,421 shares; 2025Q1: 2,431 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares 2,296 $791K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,540 shares; 2025Q1: 4,456 shares; 2025Q2: 3,244 shares; 2025Q3: 3,318 shares 3,318 $783K 0.04% +74 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: not reported; 2024Q4: 50,013 shares; 2025Q1: 40,777 shares; 2025Q2: 12,930 shares; 2025Q3: 12,503 shares 12,503 $762K 0.04% -427 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: not reported; 2024Q4: 13,422 shares; 2025Q1: not reported; 2025Q2: 4,239 shares; 2025Q3: 4,136 shares 4,136 $760K 0.04% -103 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: not reported; 2024Q4: 19,443 shares; 2025Q1: 17,503 shares; 2025Q2: 4,138 shares; 2025Q3: 4,864 shares 4,864 $755K 0.04% +726 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: 13,630 shares; 2024Q4: 65,622 shares; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 8,118 shares 8,118 $742K 0.04% -7,002 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,856 shares; 2025Q1: 42,403 shares; 2025Q2: 19,149 shares; 2025Q3: 13,245 shares 13,245 $737K 0.04% -5,904 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,687 shares; 2025Q1: not reported; 2025Q2: 2,759 shares; 2025Q3: 2,674 shares 2,674 $732K 0.04% -85 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,593 shares; 2025Q1: 8,844 shares; 2025Q2: 3,275 shares; 2025Q3: 3,354 shares 3,354 $724K 0.04% +79 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,022 shares; 2025Q1: not reported; 2025Q2: 16,950 shares; 2025Q3: 9,914 shares 9,914 $723K 0.04% -7,036 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: not reported; 2024Q4: 21,152 shares; 2025Q1: not reported; 2025Q2: 7,886 shares; 2025Q3: 7,954 shares 7,954 $723K 0.04% +68 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: not reported; 2024Q4: 13,007 shares; 2025Q1: 11,317 shares; 2025Q2: not reported; 2025Q3: 16,060 shares 16,060 $723K 0.04% new 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: not reported; 2024Q4: 9,813 shares; 2025Q1: 6,693 shares; 2025Q2: 3,858 shares; 2025Q3: 3,710 shares 3,710 $714K 0.04% -148 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,333 shares; 2025Q1: not reported; 2025Q2: 4,902 shares; 2025Q3: 4,454 shares 4,454 $708K 0.04% -448 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: not reported; 2024Q4: 11,185 shares; 2025Q1: not reported; 2025Q2: 7,388 shares; 2025Q3: 7,145 shares 7,145 $698K 0.04% -243 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: not reported; 2024Q4: 16,354 shares; 2025Q1: not reported; 2025Q2: 15,231 shares; 2025Q3: 11,128 shares 11,128 $676K 0.04% -4,103 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,821 shares; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 3,347 shares 3,347 $673K 0.04% -126 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,863 shares; 2025Q1: not reported; 2025Q2: 4,806 shares; 2025Q3: 4,709 shares 4,709 $669K 0.04% -97 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,787 shares; 2025Q1: 22,699 shares; 2025Q2: 7,091 shares; 2025Q3: 6,740 shares 6,740 $660K 0.04% -351 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,741 shares; 2025Q1: not reported; 2025Q2: 20,309 shares; 2025Q3: 20,311 shares 20,311 $648K 0.03% +2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,519 shares; 2025Q1: 43,881 shares; 2025Q2: 8,739 shares; 2025Q3: 9,870 shares 9,870 $642K 0.03% +1,131 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: not reported; 2024Q4: 8,576 shares; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,163 shares 4,163 $633K 0.03% +250 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,822 shares; 2025Q1: not reported; 2025Q2: 11,472 shares; 2025Q3: 14,200 shares 14,200 $633K 0.03% +2,728 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: not reported; 2024Q4: 15,465 shares; 2025Q1: not reported; 2025Q2: 8,398 shares; 2025Q3: 7,542 shares 7,542 $630K 0.03% -856 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,687 shares; 2025Q1: 18,269 shares; 2025Q2: 16,629 shares; 2025Q3: 13,750 shares 13,750 $629K 0.03% -2,879 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: not reported; 2024Q4: 3,342 shares; 2025Q1: 2,093 shares; 2025Q2: 1,471 shares; 2025Q3: 1,461 shares 1,461 $623K 0.03% -10 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: not reported; 2024Q4: 16,335 shares; 2025Q1: not reported; 2025Q2: 4,266 shares; 2025Q3: 3,667 shares 3,667 $614K 0.03% -599 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,397 shares; 2025Q1: not reported; 2025Q2: 6,983 shares; 2025Q3: 5,909 shares 5,909 $613K 0.03% -1,074 Timeline EMLC 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: 12,354 shares; 2025Q1: 5,428 shares; 2025Q2: not reported; 2025Q3: 23,716 shares 23,716 $605K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,213 shares; 2025Q1: not reported; 2025Q2: 5,641 shares; 2025Q3: 3,448 shares 3,448 $596K 0.03% -2,193 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,747 shares; 2025Q1: not reported; 2025Q2: 2,896 shares; 2025Q3: 2,899 shares 2,899 $595K 0.03% +3 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,575 shares; 2025Q1: 10,153 shares; 2025Q2: 5,975 shares; 2025Q3: 5,875 shares 5,875 $592K 0.03% -100 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 3,296 shares; 2025Q3: 2,090 shares 2,090 $584K 0.03% -1,206 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: not reported; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 4,566 shares 4,566 $579K 0.03% -104 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: not reported; 2024Q4: 5,807 shares; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,902 shares 7,902 $575K 0.03% 0 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: not reported; 2024Q4: 7,412 shares; 2025Q1: 5,374 shares; 2025Q2: 4,338 shares; 2025Q3: 4,113 shares 4,113 $572K 0.03% -225 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: not reported; 2024Q4: 3,688 shares; 2025Q1: 2,706 shares; 2025Q2: 1,457 shares; 2025Q3: 1,352 shares 1,352 $571K 0.03% -105 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: not reported; 2024Q4: 19,880 shares; 2025Q1: 19,160 shares; 2025Q2: 16,687 shares; 2025Q3: 16,197 shares 16,197 $558K 0.03% -490 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: not reported; 2024Q4: 4,362 shares; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 1,321 shares 1,321 $558K 0.03% -1,091 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,857 shares; 2025Q1: 14,792 shares; 2025Q2: 13,482 shares; 2025Q3: 11,309 shares 11,309 $555K 0.03% -2,173 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: not reported; 2024Q4: 5,330 shares; 2025Q1: 7,933 shares; 2025Q2: 6,685 shares; 2025Q3: 7,375 shares 7,375 $554K 0.03% +690 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 7,822 shares; 2025Q1: not reported; 2025Q2: 4,493 shares; 2025Q3: 4,150 shares 4,150 $554K 0.03% -343 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,143 shares 1,143 $545K 0.03% -26 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,628 shares; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 2,845 shares 2,845 $531K 0.03% -498 Timeline DSI 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: 15,592 shares; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 4,176 shares 4,176 $526K 0.03% -2,311 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,354 shares; 2025Q1: 20,364 shares; 2025Q2: 20,375 shares; 2025Q3: 11,740 shares 11,740 $525K 0.03% -8,635 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 1,083 shares; 2025Q2: 708 shares; 2025Q3: 550 shares 550 $506K 0.03% -158 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: not reported; 2024Q4: 8,881 shares; 2025Q1: 9,419 shares; 2025Q2: 4,253 shares; 2025Q3: 4,446 shares 4,446 $500K 0.03% +193 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,217 shares; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 5,883 shares 5,883 $496K 0.03% -128 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: not reported; 2024Q4: 11,971 shares; 2025Q1: 11,439 shares; 2025Q2: 7,319 shares; 2025Q3: 6,432 shares 6,432 $493K 0.03% -887 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,501 shares; 2025Q1: not reported; 2025Q2: 4,339 shares; 2025Q3: 4,233 shares 4,233 $491K 0.03% -106 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: not reported; 2024Q4: 5,951 shares; 2025Q1: not reported; 2025Q2: 1,788 shares; 2025Q3: 1,839 shares 1,839 $480K 0.03% +51 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,786 shares; 2025Q1: 6,277 shares; 2025Q2: 5,068 shares; 2025Q3: 4,800 shares 4,800 $473K 0.03% -268 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,018 shares; 2025Q1: not reported; 2025Q2: 3,161 shares; 2025Q3: 2,304 shares 2,304 $469K 0.03% -857 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: not reported; 2024Q4: 36,392 shares; 2025Q1: not reported; 2025Q2: 22,482 shares; 2025Q3: 17,892 shares 17,892 $466K 0.03% -4,590 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,973 shares; 2025Q1: 5,550 shares; 2025Q2: 4,306 shares; 2025Q3: 4,102 shares 4,102 $458K 0.02% -204 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: not reported; 2024Q4: 8,931 shares; 2025Q1: 7,418 shares; 2025Q2: 4,625 shares; 2025Q3: 3,510 shares 3,510 $450K 0.02% -1,115 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: not reported; 2024Q4: 1,263 shares; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 415 shares 415 $448K 0.02% -10 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: not reported; 2024Q4: 5,346 shares; 2025Q1: 5,981 shares; 2025Q2: 4,041 shares; 2025Q3: 4,039 shares 4,039 $444K 0.02% -2 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,883 shares; 2025Q1: 2,415 shares; 2025Q2: 2,255 shares; 2025Q3: 2,272 shares 2,272 $439K 0.02% +17 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,508 shares 1,508 $434K 0.02% -91 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: not reported; 2024Q4: 4,584 shares; 2025Q1: 2,571 shares; 2025Q2: 991 shares; 2025Q3: 886 shares 886 $431K 0.02% -105 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,923 shares; 2025Q1: not reported; 2025Q2: 7,962 shares; 2025Q3: 6,689 shares 6,689 $424K 0.02% -1,273 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,165 shares; 2025Q1: not reported; 2025Q2: 6,321 shares; 2025Q3: 6,225 shares 6,225 $420K 0.02% -96 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,426 shares; 2024Q4: 55,687 shares; 2025Q1: 32,306 shares; 2025Q2: 15,944 shares; 2025Q3: 7,740 shares 7,740 $419K 0.02% -8,204 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,881 shares; 2025Q1: 4,791 shares; 2025Q2: 2,749 shares; 2025Q3: 2,388 shares 2,388 $418K 0.02% -361 Timeline FEZ 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: 8,100 shares; 2025Q1: 6,950 shares; 2025Q2: 7,345 shares; 2025Q3: 6,709 shares 6,709 $417K 0.02% -636 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: not reported; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,182 shares 1,182 $413K 0.02% -228 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: not reported; 2024Q4: 6,731 shares; 2025Q1: 4,641 shares; 2025Q2: 2,548 shares; 2025Q3: 2,426 shares 2,426 $411K 0.02% -122 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 2,180 shares 2,180 $409K 0.02% -643 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,146 shares; 2025Q1: 19,944 shares; 2025Q2: 12,000 shares; 2025Q3: 7,792 shares 7,792 $403K 0.02% -4,208 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,298 shares; 2025Q1: 27,051 shares; 2025Q2: 13,212 shares; 2025Q3: 14,502 shares 14,502 $395K 0.02% +1,290 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 840 shares; 2025Q3: 840 shares 840 $390K 0.02% 0 Timeline HYG 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: 14,152 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: 4,794 shares 4,794 $389K 0.02% -1,355 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: not reported; 2024Q4: 13,470 shares; 2025Q1: 10,210 shares; 2025Q2: 4,441 shares; 2025Q3: 4,369 shares 4,369 $381K 0.02% -72 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,922 shares; 2025Q1: 3,981 shares; 2025Q2: 2,736 shares; 2025Q3: 2,665 shares 2,665 $378K 0.02% -71 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: not reported; 2024Q4: 3,229 shares; 2025Q1: 3,498 shares; 2025Q2: 2,067 shares; 2025Q3: 2,114 shares 2,114 $377K 0.02% +47 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,841 shares; 2025Q1: not reported; 2025Q2: 11,382 shares; 2025Q3: 8,303 shares 8,303 $373K 0.02% -3,079 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: not reported; 2024Q4: 23,373 shares; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares 2,566 $370K 0.02% 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: not reported; 2024Q4: 4,803 shares; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,535 shares 1,535 $367K 0.02% -63 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: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 797 shares 797 $364K 0.02% -56 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: not reported; 2024Q4: 4,453 shares; 2025Q1: not reported; 2025Q2: 2,761 shares; 2025Q3: 2,645 shares 2,645 $360K 0.02% -116 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: not reported; 2024Q4: 2,659 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,196 shares 1,196 $359K 0.02% -80 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,921 shares; 2025Q1: 37,929 shares; 2025Q2: 10,036 shares; 2025Q3: 9,636 shares 9,636 $359K 0.02% -400 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: not reported; 2024Q4: 3,751 shares; 2025Q1: 3,261 shares; 2025Q2: 1,355 shares; 2025Q3: 1,281 shares 1,281 $358K 0.02% -74 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,686 shares; 2025Q1: not reported; 2025Q2: 846 shares; 2025Q3: 584 shares 584 $356K 0.02% -262 Timeline SPHY 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: 12,450 shares; 2025Q1: 13,245 shares; 2025Q2: 14,840 shares; 2025Q3: 14,840 shares 14,840 $355K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 462 shares 462 $350K 0.02% +9 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,582 shares; 2025Q1: not reported; 2025Q2: 4,322 shares; 2025Q3: 4,322 shares 4,322 $341K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,180 shares; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 2,574 shares 2,574 $338K 0.02% -394 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: not reported; 2024Q4: 12,662 shares; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 4,094 shares 4,094 $337K 0.02% +153 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: not reported; 2024Q4: 2,908 shares; 2025Q1: 1,934 shares; 2025Q2: 1,463 shares; 2025Q3: 1,455 shares 1,455 $331K 0.02% -8 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: not reported; 2024Q4: 11,968 shares; 2025Q1: not reported; 2025Q2: 6,276 shares; 2025Q3: 4,626 shares 4,626 $331K 0.02% -1,650 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,249 shares; 2025Q1: not reported; 2025Q2: 18,443 shares; 2025Q3: 14,358 shares 14,358 $329K 0.02% -4,085 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: not reported; 2024Q4: 3,345 shares; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,207 shares 1,207 $323K 0.02% -237 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: not reported; 2024Q4: 4,789 shares; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,801 shares 4,801 $321K 0.02% +4 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,265 shares; 2025Q1: 956 shares; 2025Q2: 448 shares; 2025Q3: 331 shares 331 $320K 0.02% -117 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: not reported; 2024Q4: 7,283 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,966 shares 1,966 $318K 0.02% +49 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,809 shares; 2025Q1: 6,816 shares; 2025Q2: 6,850 shares; 2025Q3: 6,858 shares 6,858 $316K 0.02% +8 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: not reported; 2024Q4: 36,275 shares; 2025Q1: not reported; 2025Q2: 26,248 shares; 2025Q3: 26,436 shares 26,436 $316K 0.02% +188 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,934 shares; 2025Q1: 3,311 shares; 2025Q2: 644 shares; 2025Q3: 641 shares 641 $314K 0.02% -3 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 9,620 shares; 2025Q1: not reported; 2025Q2: 6,086 shares; 2025Q3: 5,889 shares 5,889 $313K 0.02% -197 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,802 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,500 shares 1,500 $313K 0.02% +385 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 6,086 shares; 2025Q2: 4,669 shares; 2025Q3: 5,090 shares 5,090 $311K 0.02% +421 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: not reported; 2024Q4: 14,006 shares; 2025Q1: 8,712 shares; 2025Q2: 5,222 shares; 2025Q3: 4,607 shares 4,607 $309K 0.02% -615 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,108 shares; 2025Q1: not reported; 2025Q2: 6,172 shares; 2025Q3: 4,291 shares 4,291 $306K 0.02% -1,881 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: not reported; 2024Q4: 4,386 shares; 2025Q1: 4,285 shares; 2025Q2: 3,938 shares; 2025Q3: 3,911 shares 3,911 $304K 0.02% -27 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,883 shares; 2025Q1: not reported; 2025Q2: 7,017 shares; 2025Q3: 6,003 shares 6,003 $303K 0.02% -1,014 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,633 shares; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares 1,433 $300K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 14,615 shares; 2025Q2: 3,791 shares; 2025Q3: 2,483 shares 2,483 $299K 0.02% -1,308 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: not reported; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 851 shares 851 $290K 0.02% -104 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,664 shares; 2025Q1: 20,167 shares; 2025Q2: 14,979 shares; 2025Q3: 15,094 shares 15,094 $289K 0.02% +115 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares 3,762 $287K 0.02% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,333 shares; 2025Q1: 5,325 shares; 2025Q2: 4,893 shares; 2025Q3: 4,338 shares 4,338 $286K 0.02% -555 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,056 shares; 2025Q1: 12,061 shares; 2025Q2: 6,502 shares; 2025Q3: 4,146 shares 4,146 $284K 0.02% -2,356 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,192 shares; 2025Q1: 8,032 shares; 2025Q2: 1,870 shares; 2025Q3: 1,777 shares 1,777 $280K 0.02% -93 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: not reported; 2024Q4: 10,878 shares; 2025Q1: 9,880 shares; 2025Q2: 8,222 shares; 2025Q3: 2,729 shares 2,729 $278K 0.01% -5,493 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: not reported; 2024Q4: 3,128 shares; 2025Q1: 2,004 shares; 2025Q2: 791 shares; 2025Q3: 865 shares 865 $275K 0.01% +74 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares 3,345 $274K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 3,287 shares 3,287 $274K 0.01% -22 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 792 shares 792 $274K 0.01% -36 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,619 shares; 2025Q1: not reported; 2025Q2: 12,621 shares; 2025Q3: 9,961 shares 9,961 $268K 0.01% -2,660 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: not reported; 2024Q4: 17,533 shares; 2025Q1: 3,872 shares; 2025Q2: not reported; 2025Q3: 1,491 shares 1,491 $266K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,842 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 696 shares 696 $264K 0.01% -575 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,929 shares; 2025Q2: not reported; 2025Q3: 2,224 shares 2,224 $263K 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: not reported; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,382 shares 1,382 $263K 0.01% -13 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 132 shares; 2025Q2: 66 shares; 2025Q3: 60 shares 60 $257K 0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: 9,561 shares; 2025Q2: 6,897 shares; 2025Q3: 7,391 shares 7,391 $256K 0.01% +494 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: not reported; 2024Q4: 25,414 shares; 2025Q1: not reported; 2025Q2: 11,576 shares; 2025Q3: 8,898 shares 8,898 $256K 0.01% -2,678 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,616 shares; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,836 shares 1,836 $254K 0.01% -107 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 418 shares; 2025Q2: 389 shares; 2025Q3: 389 shares 389 $253K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 2,324 shares; 2025Q1: 2,408 shares; 2025Q2: 1,709 shares; 2025Q3: 1,156 shares 1,156 $247K 0.01% -553 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: not reported; 2024Q4: 2,235 shares; 2025Q1: 2,692 shares; 2025Q2: not reported; 2025Q3: 2,151 shares 2,151 $246K 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: not reported; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares 2,962 $243K 0.01% 0 Timeline LQD 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: 3,378 shares; 2025Q1: not reported; 2025Q2: 2,628 shares; 2025Q3: 2,170 shares 2,170 $242K 0.01% -458 Timeline RWO 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: 18,340 shares; 2025Q1: 11,151 shares; 2025Q2: 7,092 shares; 2025Q3: 5,247 shares 5,247 $240K 0.01% -1,845 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 3,345 shares 3,345 $237K 0.01% +3 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: not reported; 2024Q4: 1,919 shares; 2025Q1: 1,927 shares; 2025Q2: 756 shares; 2025Q3: 759 shares 759 $237K 0.01% +3 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: not reported; 2024Q4: 1,059 shares; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 475 shares 475 $237K 0.01% -43 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,241 shares; 2025Q1: 5,267 shares; 2025Q2: 4,242 shares; 2025Q3: 4,064 shares 4,064 $236K 0.01% -178 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: not reported; 2024Q4: 8,272 shares; 2025Q1: 8,174 shares; 2025Q2: 2,707 shares; 2025Q3: 2,591 shares 2,591 $232K 0.01% -116 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: not reported; 2024Q4: 5,765 shares; 2025Q1: 4,945 shares; 2025Q2: 1,426 shares; 2025Q3: 1,240 shares 1,240 $232K 0.01% -186 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,502,645 shares; 2025Q1: 3,501,904 shares; 2025Q2: not reported; 2025Q3: 312 shares 312 $224K 0.01% new 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: not reported; 2024Q4: 767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares 450 $222K 0.01% new Timeline VNQI 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: 20,147 shares; 2024Q4: 45,071 shares; 2025Q1: not reported; 2025Q2: 14,271 shares; 2025Q3: 4,647 shares 4,647 $222K 0.01% -9,624 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: not reported; 2024Q4: 2,647 shares; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,108 shares 1,108 $217K 0.01% +5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 2,944 shares 2,944 $216K 0.01% -243 Timeline QCLN 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: 19,373 shares; 2025Q1: 19,324 shares; 2025Q2: not reported; 2025Q3: 5,139 shares 5,139 $216K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,897 shares; 2025Q1: 6,523 shares; 2025Q2: 2,731 shares; 2025Q3: 2,609 shares 2,609 $215K 0.01% -122 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 778 shares 778 $213K 0.01% -19 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: not reported; 2024Q4: 11,714 shares; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 1,644 shares 1,644 $204K 0.01% -14 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,578 shares; 2025Q1: 1,509 shares; 2025Q2: 629 shares; 2025Q3: 571 shares 571 $204K 0.01% -58 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,579 shares; 2025Q1: not reported; 2025Q2: 1,787 shares; 2025Q3: 1,575 shares 1,575 $203K 0.01% -212 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,403 shares; 2025Q1: 4,727 shares; 2025Q2: not reported; 2025Q3: 2,439 shares 2,439 $203K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,154 shares; 2025Q1: 54,229 shares; 2025Q2: 21,312 shares; 2025Q3: 13,839 shares 13,839 $145K 0.01% -7,473 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,028 shares; 2025Q1: 13,167 shares; 2025Q2: 10,748 shares; 2025Q3: 12,177 shares 12,177 $121K 0.01% +1,429 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 28,372 shares; 2025Q1: 27,010 shares; 2025Q2: 14,561 shares; 2025Q3: 10,749 shares 10,749 $72K <0.01% -3,812 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,165 shares; 2025Q1: not reported; 2025Q2: 23,801 shares; 2025Q3: 13,167 shares 13,167 $59.8K <0.01% -10,634 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246,919 shares; 2025Q1: not reported; 2025Q2: 12,708 shares; 2025Q3: 12,666 shares 12,666 $49K <0.01% -42 Timeline