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: 872,654 shares; 2024Q4: 934,338 shares; 2025Q1: 908,021 shares; 2025Q2: 120,540 shares; 2025Q3: 104,571 shares 104,571 $26.6M 4.03% -15,969 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: 460,052 shares; 2024Q4: 477,316 shares; 2025Q1: 489,965 shares; 2025Q2: 71,454 shares; 2025Q3: 44,123 shares 44,123 $22.9M 3.46% -27,331 Timeline LCLG ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,089 shares; 2025Q1: 311,520 shares; 2025Q2: 317,729 shares; 2025Q3: 334,621 shares 334,621 $21M 3.18% +16,892 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783,907 shares; 2024Q4: 3,975,868 shares; 2025Q1: 4,209,404 shares; 2025Q2: 285,224 shares; 2025Q3: 188,545 shares 188,545 $19.7M 2.98% -96,679 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: 124,884 shares; 2024Q4: 148,597 shares; 2025Q1: 162,812 shares; 2025Q2: 35,973 shares; 2025Q3: 26,700 shares 26,700 $19.6M 2.97% -9,273 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: 1,312,942 shares; 2024Q4: 1,413,673 shares; 2025Q1: 1,658,031 shares; 2025Q2: 128,860 shares; 2025Q3: 98,920 shares 98,920 $18.5M 2.79% -29,940 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: 1,002,313 shares; 2024Q4: 917,126 shares; 2025Q1: 972,012 shares; 2025Q2: 107,260 shares; 2025Q3: 73,519 shares 73,519 $16.1M 2.44% -33,741 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: 145,517 shares; 2024Q4: 208,553 shares; 2025Q1: 296,504 shares; 2025Q2: 50,754 shares; 2025Q3: 42,615 shares 42,615 $14.1M 2.13% -8,139 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: 82,333 shares; 2024Q4: 87,711 shares; 2025Q1: 128,605 shares; 2025Q2: 21,840 shares; 2025Q3: 17,980 shares 17,980 $12M 1.81% -3,860 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: 122,722 shares; 2024Q4: 129,846 shares; 2025Q1: 129,772 shares; 2025Q2: 27,169 shares; 2025Q3: 20,591 shares 20,591 $11.7M 1.77% -6,578 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: 3,791,777 shares; 2024Q4: 3,388,103 shares; 2025Q1: 3,639,489 shares; 2025Q2: 276,409 shares; 2025Q3: 184,118 shares 184,118 $10.2M 1.54% -92,291 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: 475,232 shares; 2024Q4: 512,904 shares; 2025Q1: 510,512 shares; 2025Q2: 55,211 shares; 2025Q3: 38,316 shares 38,316 $9.31M 1.41% -16,895 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: 123,812 shares; 2024Q4: 132,329 shares; 2025Q1: 215,308 shares; 2025Q2: 56,977 shares; 2025Q3: 47,176 shares 47,176 $8.75M 1.32% -9,801 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: 14,955 shares; 2024Q4: 32,730 shares; 2025Q1: 29,927 shares; 2025Q2: 13,431 shares; 2025Q3: 18,568 shares 18,568 $8.7M 1.32% +5,137 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: 245,998 shares; 2024Q4: 272,527 shares; 2025Q1: 304,156 shares; 2025Q2: 95,607 shares; 2025Q3: 55,486 shares 55,486 $8.62M 1.3% -40,121 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: 140,683 shares; 2024Q4: 158,060 shares; 2025Q1: 185,049 shares; 2025Q2: 43,923 shares; 2025Q3: 36,383 shares 36,383 $8.42M 1.27% -7,540 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: 543,890 shares; 2024Q4: 555,507 shares; 2025Q1: 554,976 shares; 2025Q2: 139,580 shares; 2025Q3: 114,930 shares 114,930 $7.86M 1.19% -24,650 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: 72,188 shares; 2024Q4: 75,498 shares; 2025Q1: 61,702 shares; 2025Q2: 9,063 shares; 2025Q3: 6,482 shares 6,482 $7.77M 1.18% -2,581 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: 167,232 shares; 2024Q4: 183,175 shares; 2025Q1: 197,915 shares; 2025Q2: 31,432 shares; 2025Q3: 24,585 shares 24,585 $7.75M 1.17% -6,847 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: 266,886 shares; 2024Q4: 284,680 shares; 2025Q1: 342,088 shares; 2025Q2: 68,451 shares; 2025Q3: 44,716 shares 44,716 $7.25M 1.1% -23,735 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: 443,044 shares; 2024Q4: 460,136 shares; 2025Q1: 446,120 shares; 2025Q2: 93,285 shares; 2025Q3: 82,083 shares 82,083 $6.88M 1.04% -11,202 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: 110,615 shares; 2024Q4: 159,626 shares; 2025Q1: 219,210 shares; 2025Q2: 90,224 shares; 2025Q3: 93,228 shares 93,228 $6.67M 1.01% +3,004 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: 373,956 shares; 2024Q4: 432,372 shares; 2025Q1: 488,979 shares; 2025Q2: 54,609 shares; 2025Q3: 23,393 shares 23,393 $6.58M 1% -31,216 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: 274,132 shares; 2024Q4: 269,385 shares; 2025Q1: 273,755 shares; 2025Q2: 34,790 shares; 2025Q3: 18,669 shares 18,669 $6.37M 0.96% -16,121 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: 671,122 shares; 2024Q4: 676,740 shares; 2025Q1: 907,796 shares; 2025Q2: 167,326 shares; 2025Q3: 144,117 shares 144,117 $6.33M 0.96% -23,209 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: 488,141 shares; 2024Q4: 482,998 shares; 2025Q1: 455,784 shares; 2025Q2: 44,766 shares; 2025Q3: 24,903 shares 24,903 $6.07M 0.92% -19,863 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259,797 shares; 2024Q4: 5,832,251 shares; 2025Q1: 6,158,497 shares; 2025Q2: 285,417 shares; 2025Q3: 140,909 shares 140,909 $6.03M 0.91% -144,508 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: 7,942 shares; 2024Q4: 18,572 shares; 2025Q1: 22,221 shares; 2025Q2: 12,492 shares; 2025Q3: 8,131 shares 8,131 $5.84M 0.88% -4,361 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,710 shares; 2024Q4: 761,239 shares; 2025Q1: 692,200 shares; 2025Q2: 235,550 shares; 2025Q3: 201,699 shares 201,699 $5.7M 0.86% -33,851 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: 88,260 shares; 2024Q4: 93,540 shares; 2025Q1: 104,092 shares; 2025Q2: 20,554 shares; 2025Q3: 40,383 shares 40,383 $5.67M 0.86% +19,829 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: 742,714 shares; 2024Q4: 409,350 shares; 2025Q1: 549,692 shares; 2025Q2: 204,265 shares; 2025Q3: 204,776 shares 204,776 $5.22M 0.79% +511 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: 4,618 shares; 2024Q4: 3,731 shares; 2025Q1: 3,597 shares; 2025Q2: 1,069 shares; 2025Q3: 894 shares 894 $4.83M 0.73% -175 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: 21,342 shares; 2024Q4: 28,445 shares; 2025Q1: 31,521 shares; 2025Q2: 13,895 shares; 2025Q3: 13,671 shares 13,671 $4.73M 0.72% -224 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,301 shares; 2024Q4: 234,217 shares; 2025Q1: 254,509 shares; 2025Q2: 96,474 shares; 2025Q3: 97,568 shares 97,568 $4.72M 0.71% +1,094 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: 76,356 shares; 2024Q4: 79,488 shares; 2025Q1: 85,362 shares; 2025Q2: 14,421 shares; 2025Q3: 11,194 shares 11,194 $4.54M 0.69% -3,227 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: 28,530 shares; 2024Q4: 56,235 shares; 2025Q1: 74,353 shares; 2025Q2: 9,021 shares; 2025Q3: 5,941 shares 5,941 $4.53M 0.69% -3,080 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: 183,064 shares; 2024Q4: 221,124 shares; 2025Q1: 194,578 shares; 2025Q2: 34,531 shares; 2025Q3: 32,112 shares 32,112 $4.53M 0.68% -2,419 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: 92,279 shares; 2024Q4: 112,118 shares; 2025Q1: 196,416 shares; 2025Q2: 83,862 shares; 2025Q3: 71,873 shares 71,873 $4.49M 0.68% -11,989 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: 82,858 shares; 2024Q4: 89,050 shares; 2025Q1: 124,966 shares; 2025Q2: 45,067 shares; 2025Q3: 51,775 shares 51,775 $4.32M 0.65% +6,708 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: 75,487 shares; 2024Q4: 85,846 shares; 2025Q1: 106,349 shares; 2025Q2: 11,569 shares; 2025Q3: 8,242 shares 8,242 $4.14M 0.63% -3,327 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: 118,826 shares; 2024Q4: 132,662 shares; 2025Q1: 143,361 shares; 2025Q2: 34,064 shares; 2025Q3: 26,315 shares 26,315 $4.04M 0.61% -7,749 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: 87,585 shares; 2024Q4: 105,880 shares; 2025Q1: 82,196 shares; 2025Q2: 20,501 shares; 2025Q3: 14,155 shares 14,155 $3.99M 0.6% -6,346 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: 61,660 shares; 2024Q4: 50,606 shares; 2025Q1: 33,421 shares; 2025Q2: 5,898 shares; 2025Q3: 4,173 shares 4,173 $3.84M 0.58% -1,725 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: 137,314 shares; 2024Q4: 150,559 shares; 2025Q1: 181,349 shares; 2025Q2: 20,598 shares; 2025Q3: 8,577 shares 8,577 $3.81M 0.58% -12,021 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,374 shares; 2025Q2: 59,590 shares; 2025Q3: 64,799 shares 64,799 $3.76M 0.57% +5,209 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: 16,789 shares; 2024Q4: 20,878 shares; 2025Q1: 22,226 shares; 2025Q2: 8,032 shares; 2025Q3: 7,389 shares 7,389 $3.6M 0.54% -643 Timeline SPAB 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: 228,351 shares; 2024Q4: 224,185 shares; 2025Q1: 601,159 shares; 2025Q2: 136,944 shares; 2025Q3: 133,035 shares 133,035 $3.44M 0.52% -3,909 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: 164,959 shares; 2024Q4: 372,128 shares; 2025Q1: 394,863 shares; 2025Q2: 79,650 shares; 2025Q3: 36,431 shares 36,431 $3.34M 0.51% -43,219 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: 159,915 shares; 2024Q4: 178,792 shares; 2025Q1: 305,789 shares; 2025Q2: 60,995 shares; 2025Q3: 39,457 shares 39,457 $3.34M 0.5% -21,538 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: 325,878 shares; 2024Q4: 374,001 shares; 2025Q1: 396,502 shares; 2025Q2: 104,895 shares; 2025Q3: 49,714 shares 49,714 $3.3M 0.5% -55,181 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: 29,895 shares; 2024Q4: 33,246 shares; 2025Q1: 31,487 shares; 2025Q2: 4,350 shares; 2025Q3: 3,453 shares 3,453 $3.2M 0.48% -897 Timeline SPEM 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: 2,154,446 shares; 2024Q4: 2,143,153 shares; 2025Q1: 2,360,591 shares; 2025Q2: 137,530 shares; 2025Q3: 67,332 shares 67,332 $3.15M 0.48% -70,198 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: 237,205 shares; 2024Q4: 245,707 shares; 2025Q1: 208,142 shares; 2025Q2: 28,608 shares; 2025Q3: 18,663 shares 18,663 $3.12M 0.47% -9,945 Timeline MDYV 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: 109,487 shares; 2024Q4: 119,163 shares; 2025Q1: 123,296 shares; 2025Q2: 41,504 shares; 2025Q3: 36,346 shares 36,346 $3.03M 0.46% -5,158 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: 96,910 shares; 2024Q4: 131,070 shares; 2025Q1: 137,758 shares; 2025Q2: 24,855 shares; 2025Q3: 22,574 shares 22,574 $2.79M 0.42% -2,281 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: 118,212 shares; 2024Q4: 111,016 shares; 2025Q1: 110,253 shares; 2025Q2: 19,481 shares; 2025Q3: 10,738 shares 10,738 $2.65M 0.4% -8,743 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: 144,872 shares; 2024Q4: 152,649 shares; 2025Q1: 156,893 shares; 2025Q2: 6,165 shares; 2025Q3: 3,955 shares 3,955 $2.65M 0.4% -2,210 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: 65,837 shares; 2024Q4: 67,124 shares; 2025Q1: 73,569 shares; 2025Q2: 13,401 shares; 2025Q3: 10,504 shares 10,504 $2.64M 0.4% -2,897 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: 151,650 shares; 2024Q4: 157,679 shares; 2025Q1: 182,688 shares; 2025Q2: 28,299 shares; 2025Q3: 15,561 shares 15,561 $2.59M 0.39% -12,738 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: 55,611 shares; 2024Q4: 56,390 shares; 2025Q1: 59,922 shares; 2025Q2: 13,651 shares; 2025Q3: 8,580 shares 8,580 $2.52M 0.38% -5,071 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: 108,749 shares; 2024Q4: 106,280 shares; 2025Q1: 106,092 shares; 2025Q2: 15,072 shares; 2025Q3: 7,125 shares 7,125 $2.51M 0.38% -7,947 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: 165,580 shares; 2024Q4: 197,962 shares; 2025Q1: 232,668 shares; 2025Q2: 36,621 shares; 2025Q3: 16,902 shares 16,902 $2.47M 0.37% -19,719 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: 61,905 shares; 2024Q4: 71,577 shares; 2025Q1: 86,029 shares; 2025Q2: 18,488 shares; 2025Q3: 11,495 shares 11,495 $2.35M 0.36% -6,993 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: 23,660 shares; 2024Q4: 24,275 shares; 2025Q1: 41,645 shares; 2025Q2: 11,578 shares; 2025Q3: 9,853 shares 9,853 $2.33M 0.35% -1,725 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: 40,399 shares; 2024Q4: 53,873 shares; 2025Q1: 68,511 shares; 2025Q2: 19,134 shares; 2025Q3: 17,909 shares 17,909 $2.31M 0.35% -1,225 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: 24,846 shares; 2024Q4: 29,316 shares; 2025Q1: 31,723 shares; 2025Q2: 11,544 shares; 2025Q3: 9,688 shares 9,688 $2.31M 0.35% -1,856 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: 385,717 shares; 2024Q4: 406,788 shares; 2025Q1: 423,604 shares; 2025Q2: 151,133 shares; 2025Q3: 27,064 shares 27,064 $2.27M 0.34% -124,069 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: 73,872 shares; 2024Q4: 81,944 shares; 2025Q1: 88,787 shares; 2025Q2: 18,186 shares; 2025Q3: 13,973 shares 13,973 $2.22M 0.34% -4,213 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: 15,000 shares; 2024Q4: 16,621 shares; 2025Q1: 17,781 shares; 2025Q2: 3,903 shares; 2025Q3: 3,247 shares 3,247 $2.22M 0.34% -656 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: 415,835 shares; 2024Q4: 431,105 shares; 2025Q1: 450,774 shares; 2025Q2: 63,439 shares; 2025Q3: 42,221 shares 42,221 $2.18M 0.33% -21,218 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: 198,419 shares; 2024Q4: 185,424 shares; 2025Q1: 219,498 shares; 2025Q2: 35,722 shares; 2025Q3: 28,696 shares 28,696 $2.16M 0.33% -7,026 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: 65,964 shares; 2024Q4: 77,193 shares; 2025Q1: 88,265 shares; 2025Q2: 17,070 shares; 2025Q3: 14,921 shares 14,921 $2.16M 0.33% -2,149 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: 28,794 shares; 2024Q4: 32,165 shares; 2025Q1: 40,954 shares; 2025Q2: 8,675 shares; 2025Q3: 7,445 shares 7,445 $2.1M 0.32% -1,230 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: 109,603 shares; 2024Q4: 123,315 shares; 2025Q1: 132,708 shares; 2025Q2: 32,482 shares; 2025Q3: 25,007 shares 25,007 $2.06M 0.31% -7,475 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 38,172 shares; 2025Q1: 61,427 shares; 2025Q2: 37,581 shares; 2025Q3: 41,662 shares 41,662 $2.04M 0.31% +4,081 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: 85,881 shares; 2024Q4: 70,767 shares; 2025Q1: 66,366 shares; 2025Q2: 6,823 shares; 2025Q3: 5,777 shares 5,777 $1.99M 0.3% -1,046 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834,021 shares; 2024Q4: 1,894,248 shares; 2025Q1: 1,994,750 shares; 2025Q2: 144,287 shares; 2025Q3: 45,583 shares 45,583 $1.97M 0.3% -98,704 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 13,790 shares; 2025Q1: 15,238 shares; 2025Q2: 7,552 shares; 2025Q3: 7,458 shares 7,458 $1.94M 0.29% -94 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: 4,872 shares; 2024Q4: 11,689 shares; 2025Q1: 14,375 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares 9,458 $1.93M 0.29% 0 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: 361,815 shares; 2024Q4: 373,264 shares; 2025Q1: 321,651 shares; 2025Q2: 31,934 shares; 2025Q3: 19,661 shares 19,661 $1.87M 0.28% -12,273 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: 54,780 shares; 2024Q4: 57,674 shares; 2025Q1: 61,272 shares; 2025Q2: 8,571 shares; 2025Q3: 6,152 shares 6,152 $1.87M 0.28% -2,419 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 8,175 shares; 2025Q1: 9,307 shares; 2025Q2: 8,081 shares; 2025Q3: 8,386 shares 8,386 $1.86M 0.28% +305 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: 13,503 shares; 2024Q4: 15,039 shares; 2025Q1: 15,775 shares; 2025Q2: 7,039 shares; 2025Q3: 6,408 shares 6,408 $1.75M 0.27% -631 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,133 shares; 2024Q4: 18,202 shares; 2025Q1: 18,513 shares; 2025Q2: 4,398 shares; 2025Q3: 3,098 shares 3,098 $1.75M 0.26% -1,300 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: 850 shares; 2024Q4: 5,266 shares; 2025Q1: 6,873 shares; 2025Q2: 5,997 shares; 2025Q3: 6,140 shares 6,140 $1.7M 0.26% +143 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210,221 shares; 2024Q4: 1,419,924 shares; 2025Q1: 1,463,019 shares; 2025Q2: 71,264 shares; 2025Q3: 20,205 shares 20,205 $1.7M 0.26% -51,059 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: 250,040 shares; 2024Q4: 264,023 shares; 2025Q1: 282,246 shares; 2025Q2: 25,823 shares; 2025Q3: 14,757 shares 14,757 $1.66M 0.25% -11,066 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 15,532 shares; 2025Q1: 17,719 shares; 2025Q2: 5,930 shares; 2025Q3: 4,876 shares 4,876 $1.62M 0.25% -1,054 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: 53,201 shares; 2024Q4: 38,313 shares; 2025Q1: 58,616 shares; 2025Q2: 5,213 shares; 2025Q3: 2,691 shares 2,691 $1.62M 0.24% -2,522 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 6,662 shares; 2025Q1: 7,340 shares; 2025Q2: 6,377 shares; 2025Q3: 6,230 shares 6,230 $1.61M 0.24% -147 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,913 shares; 2024Q4: 20,530 shares; 2025Q1: 23,978 shares; 2025Q2: 8,247 shares; 2025Q3: 12,225 shares 12,225 $1.59M 0.24% +3,978 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,332 shares; 2024Q4: 45,199 shares; 2025Q1: 48,642 shares; 2025Q2: 3,498 shares; 2025Q3: 4,669 shares 4,669 $1.59M 0.24% +1,171 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: 98,740 shares; 2024Q4: 156,919 shares; 2025Q1: 127,619 shares; 2025Q2: 7,226 shares; 2025Q3: 7,134 shares 7,134 $1.54M 0.23% -92 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,447 shares; 2024Q4: 463,074 shares; 2025Q1: 450,683 shares; 2025Q2: 33,874 shares; 2025Q3: 10,256 shares 10,256 $1.52M 0.23% -23,618 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: 364,889 shares; 2024Q4: 343,321 shares; 2025Q1: 336,564 shares; 2025Q2: 29,058 shares; 2025Q3: 11,202 shares 11,202 $1.5M 0.23% -17,856 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: 38,006 shares; 2024Q4: 49,157 shares; 2025Q1: 78,902 shares; 2025Q2: 10,465 shares; 2025Q3: 7,973 shares 7,973 $1.45M 0.22% -2,492 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: 2,399,169 shares; 2024Q4: 2,307,809 shares; 2025Q1: 2,405,936 shares; 2025Q2: 45,541 shares; 2025Q3: 28,493 shares 28,493 $1.45M 0.22% -17,048 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: 82,905 shares; 2024Q4: 78,332 shares; 2025Q1: 81,331 shares; 2025Q2: 7,598 shares; 2025Q3: 2,965 shares 2,965 $1.44M 0.22% -4,633 Timeline SLYV 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: 59,426 shares; 2024Q4: 68,045 shares; 2025Q1: 72,727 shares; 2025Q2: 18,936 shares; 2025Q3: 16,096 shares 16,096 $1.43M 0.22% -2,840 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: 114,592 shares; 2024Q4: 119,758 shares; 2025Q1: 123,379 shares; 2025Q2: 15,300 shares; 2025Q3: 11,495 shares 11,495 $1.42M 0.22% -3,805 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: 45,705 shares; 2024Q4: 34,884 shares; 2025Q1: 33,581 shares; 2025Q2: 8,922 shares; 2025Q3: 5,408 shares 5,408 $1.42M 0.22% -3,514 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157,505 shares; 2024Q4: 6,880,812 shares; 2025Q1: 7,130,408 shares; 2025Q2: 256,733 shares; 2025Q3: 61,091 shares 61,091 $1.41M 0.21% -195,642 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: 4,622 shares; 2024Q4: 5,313 shares; 2025Q1: 6,044 shares; 2025Q2: 452 shares; 2025Q3: 2,282 shares 2,282 $1.4M 0.21% +1,830 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: 2,383 shares; 2024Q4: 2,809 shares; 2025Q1: 2,802 shares; 2025Q2: 570 shares; 2025Q3: 1,454 shares 1,454 $1.39M 0.21% +884 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 13,516 shares; 2025Q1: 21,169 shares; 2025Q2: 7,394 shares; 2025Q3: 10,380 shares 10,380 $1.37M 0.21% +2,986 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,253 shares; 2025Q1: 7,739 shares; 2025Q2: 6,922 shares; 2025Q3: 6,792 shares 6,792 $1.35M 0.2% -130 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: 70,499 shares; 2024Q4: 104,166 shares; 2025Q1: 137,007 shares; 2025Q2: 19,020 shares; 2025Q3: 14,255 shares 14,255 $1.35M 0.2% -4,765 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: 24,125 shares; 2024Q4: 26,474 shares; 2025Q1: 28,481 shares; 2025Q2: 11,815 shares; 2025Q3: 9,782 shares 9,782 $1.33M 0.2% -2,033 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: 19,318 shares; 2024Q4: 20,772 shares; 2025Q1: 16,363 shares; 2025Q2: 3,124 shares; 2025Q3: 2,620 shares 2,620 $1.31M 0.2% -504 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: 27,438 shares; 2024Q4: 34,267 shares; 2025Q1: 34,895 shares; 2025Q2: 3,910 shares; 2025Q3: 2,720 shares 2,720 $1.3M 0.2% -1,190 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 22,821 shares; 2025Q1: 25,033 shares; 2025Q2: 11,963 shares; 2025Q3: 9,208 shares 9,208 $1.3M 0.2% -2,755 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,574 shares; 2024Q4: 55,278 shares; 2025Q1: 77,609 shares; 2025Q2: 30,155 shares; 2025Q3: 25,807 shares 25,807 $1.27M 0.19% -4,348 Timeline MDYG 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: 80,213 shares; 2024Q4: 89,218 shares; 2025Q1: 94,120 shares; 2025Q2: 17,624 shares; 2025Q3: 13,693 shares 13,693 $1.25M 0.19% -3,931 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 7,116 shares; 2025Q1: 19,093 shares; 2025Q2: 8,320 shares; 2025Q3: 7,513 shares 7,513 $1.25M 0.19% -807 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: 23,250 shares; 2024Q4: 28,559 shares; 2025Q1: 27,843 shares; 2025Q2: 8,847 shares; 2025Q3: 5,915 shares 5,915 $1.25M 0.19% -2,932 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,694 shares; 2025Q1: 3,034 shares; 2025Q2: 2,795 shares; 2025Q3: 2,817 shares 2,817 $1.21M 0.18% +22 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,037 shares; 2024Q4: 29,476 shares; 2025Q1: 25,811 shares; 2025Q2: 8,035 shares; 2025Q3: 11,956 shares 11,956 $1.21M 0.18% +3,921 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 17,752 shares; 2025Q1: 22,982 shares; 2025Q2: 13,558 shares; 2025Q3: 12,753 shares 12,753 $1.2M 0.18% -805 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,773 shares; 2024Q4: 359,989 shares; 2025Q1: 298,223 shares; 2025Q2: 34,141 shares; 2025Q3: 21,000 shares 21,000 $1.17M 0.18% -13,141 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: 138,388 shares; 2024Q4: 163,240 shares; 2025Q1: 232,607 shares; 2025Q2: 9,791 shares; 2025Q3: 7,164 shares 7,164 $1.16M 0.18% -2,627 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: 181,467 shares; 2024Q4: 193,329 shares; 2025Q1: 161,762 shares; 2025Q2: 16,036 shares; 2025Q3: 11,146 shares 11,146 $1.15M 0.17% -4,890 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: 192,719 shares; 2024Q4: 205,951 shares; 2025Q1: 219,499 shares; 2025Q2: 19,884 shares; 2025Q3: 10,019 shares 10,019 $1.15M 0.17% -9,865 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: 38,047 shares; 2024Q4: 56,156 shares; 2025Q1: 94,184 shares; 2025Q2: 5,428 shares; 2025Q3: 4,492 shares 4,492 $1.14M 0.17% -936 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: 55,601 shares; 2024Q4: 37,503 shares; 2025Q1: 42,398 shares; 2025Q2: 13,712 shares; 2025Q3: 3,786 shares 3,786 $1.14M 0.17% -9,926 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: 163,613 shares; 2024Q4: 167,293 shares; 2025Q1: 181,040 shares; 2025Q2: 26,243 shares; 2025Q3: 13,812 shares 13,812 $1.13M 0.17% -12,431 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,664 shares; 2024Q4: 30,661 shares; 2025Q1: 27,957 shares; 2025Q2: 23,480 shares; 2025Q3: 21,973 shares 21,973 $1.13M 0.17% -1,507 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: 40,522 shares; 2024Q4: 26,730 shares; 2025Q1: 31,525 shares; 2025Q2: 3,886 shares; 2025Q3: 3,384 shares 3,384 $1.12M 0.17% -502 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: 71,693 shares; 2024Q4: 82,000 shares; 2025Q1: 80,751 shares; 2025Q2: 24,152 shares; 2025Q3: 18,018 shares 18,018 $1.1M 0.17% -6,134 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: 2,705 shares; 2024Q4: 3,317 shares; 2025Q1: 4,111 shares; 2025Q2: 1,057 shares; 2025Q3: 983 shares 983 $1.06M 0.16% -74 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 15,255 shares; 2025Q1: 17,123 shares; 2025Q2: 3,835 shares; 2025Q3: 4,205 shares 4,205 $1.04M 0.16% +370 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: 137,267 shares; 2024Q4: 143,794 shares; 2025Q1: 138,523 shares; 2025Q2: 16,998 shares; 2025Q3: 10,068 shares 10,068 $1.02M 0.15% -6,930 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: 22,001 shares; 2024Q4: 29,544 shares; 2025Q1: 30,272 shares; 2025Q2: 11,138 shares; 2025Q3: 9,342 shares 9,342 $1.02M 0.15% -1,796 Timeline APTV APTIV PLC More: the full row for APTIV PLC 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: 11,736 shares 11,736 $1.01M 0.15% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,163 shares; 2024Q4: 220,025 shares; 2025Q1: 264,808 shares; 2025Q2: 37,569 shares; 2025Q3: 25,390 shares 25,390 $996K 0.15% -12,179 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: 34,573 shares; 2024Q4: 47,605 shares; 2025Q1: 63,401 shares; 2025Q2: 20,028 shares; 2025Q3: 13,461 shares 13,461 $980K 0.15% -6,567 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: 700,288 shares; 2024Q4: 771,762 shares; 2025Q1: 680,429 shares; 2025Q2: 20,167 shares; 2025Q3: 16,135 shares 16,135 $967K 0.15% -4,032 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,980 shares; 2024Q4: 32,314 shares; 2025Q1: 43,257 shares; 2025Q2: 20,426 shares; 2025Q3: 18,127 shares 18,127 $962K 0.15% -2,299 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,078 shares; 2024Q4: 20,711 shares; 2025Q1: 23,200 shares; 2025Q2: 5,831 shares; 2025Q3: 4,648 shares 4,648 $962K 0.15% -1,183 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: 8,673 shares; 2025Q1: 8,451 shares; 2025Q2: 1,069 shares; 2025Q3: 820 shares 820 $956K 0.14% -249 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: 11,851 shares; 2024Q4: 15,990 shares; 2025Q1: 24,666 shares; 2025Q2: 8,469 shares; 2025Q3: 7,262 shares 7,262 $953K 0.14% -1,207 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: 286,170 shares; 2024Q4: 191,979 shares; 2025Q1: 238,925 shares; 2025Q2: 25,128 shares; 2025Q3: 14,985 shares 14,985 $949K 0.14% -10,143 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,070 shares; 2024Q4: 68,237 shares; 2025Q1: 78,432 shares; 2025Q2: 20,713 shares; 2025Q3: 20,713 shares 20,713 $949K 0.14% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,561 shares; 2024Q4: 21,602 shares; 2025Q1: 29,107 shares; 2025Q2: 21,461 shares; 2025Q3: 19,023 shares 19,023 $938K 0.14% -2,438 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: 47,040 shares; 2024Q4: 61,659 shares; 2025Q1: 59,747 shares; 2025Q2: 7,053 shares; 2025Q3: 5,006 shares 5,006 $937K 0.14% -2,047 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 7,546 shares; 2025Q1: 4,213 shares; 2025Q2: 3,181 shares; 2025Q3: 3,108 shares 3,108 $924K 0.14% -73 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: 3,287 shares; 2024Q4: 5,978 shares; 2025Q1: 8,265 shares; 2025Q2: 2,472 shares; 2025Q3: 2,159 shares 2,159 $912K 0.14% -313 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: 281,336 shares; 2024Q4: 310,794 shares; 2025Q1: 318,390 shares; 2025Q2: 19,107 shares; 2025Q3: 16,757 shares 16,757 $908K 0.14% -2,350 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: 16,311 shares; 2024Q4: 25,830 shares; 2025Q1: 24,400 shares; 2025Q2: 5,466 shares; 2025Q3: 3,747 shares 3,747 $907K 0.14% -1,719 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: 35,076 shares; 2025Q1: 40,269 shares; 2025Q2: 64,751 shares; 2025Q3: 5,961 shares 5,961 $869K 0.13% -58,790 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,069 shares; 2024Q4: 16,384 shares; 2025Q1: 17,051 shares; 2025Q2: 1,939 shares; 2025Q3: 938 shares 938 $864K 0.13% -1,001 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,720 shares; 2024Q4: 46,875 shares; 2025Q1: 45,774 shares; 2025Q2: 4,202 shares; 2025Q3: 1,512 shares 1,512 $858K 0.13% -2,690 Timeline VGSH 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: 16,919 shares; 2024Q4: 14,970 shares; 2025Q1: 19,054 shares; 2025Q2: 16,350 shares; 2025Q3: 14,329 shares 14,329 $843K 0.13% -2,021 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: 19,969 shares; 2024Q4: 21,436 shares; 2025Q1: 43,855 shares; 2025Q2: 3,001 shares; 2025Q3: 2,372 shares 2,372 $843K 0.13% -629 Timeline VMBS 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: 55,368 shares; 2024Q4: 44,644 shares; 2025Q1: 39,169 shares; 2025Q2: 19,540 shares; 2025Q3: 17,777 shares 17,777 $835K 0.13% -1,763 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: 8,495 shares; 2024Q4: 7,228 shares; 2025Q1: 8,864 shares; 2025Q2: 1,762 shares; 2025Q3: 1,660 shares 1,660 $814K 0.12% -102 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: 7,468 shares; 2024Q4: 8,643 shares; 2025Q1: 10,085 shares; 2025Q2: 2,656 shares; 2025Q3: 2,202 shares 2,202 $814K 0.12% -454 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: 18,204 shares; 2024Q4: 23,567 shares; 2025Q1: 26,674 shares; 2025Q2: 5,290 shares; 2025Q3: 3,961 shares 3,961 $796K 0.12% -1,329 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: 134,964 shares; 2024Q4: 133,653 shares; 2025Q1: 134,653 shares; 2025Q2: 12,296 shares; 2025Q3: 7,151 shares 7,151 $794K 0.12% -5,145 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: 46,365 shares; 2024Q4: 48,077 shares; 2025Q1: 50,149 shares; 2025Q2: 7,454 shares; 2025Q3: 4,112 shares 4,112 $793K 0.12% -3,342 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: 5,700 shares; 2024Q4: 5,519 shares; 2025Q1: 5,802 shares; 2025Q2: 1,890 shares; 2025Q3: 1,583 shares 1,583 $781K 0.12% -307 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: 12,241 shares; 2024Q4: 19,244 shares; 2025Q1: 17,190 shares; 2025Q2: 1,680 shares; 2025Q3: 803 shares 803 $777K 0.12% -877 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: 60,513 shares; 2024Q4: 61,886 shares; 2025Q1: 139,951 shares; 2025Q2: 10,842 shares; 2025Q3: 8,051 shares 8,051 $769K 0.12% -2,791 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,896 shares; 2024Q4: 105,313 shares; 2025Q1: 95,995 shares; 2025Q2: 8,848 shares; 2025Q3: 4,556 shares 4,556 $768K 0.12% -4,292 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 6,553 shares; 2025Q1: 7,237 shares; 2025Q2: 6,097 shares; 2025Q3: 5,739 shares 5,739 $763K 0.12% -358 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,831 shares; 2024Q4: 7,210 shares; 2025Q1: 10,064 shares; 2025Q2: 2,311 shares; 2025Q3: 1,345 shares 1,345 $756K 0.11% -966 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: 91,127 shares; 2024Q4: 91,292 shares; 2025Q1: 99,200 shares; 2025Q2: 18,810 shares; 2025Q3: 10,759 shares 10,759 $750K 0.11% -8,051 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,701 shares; 2024Q4: 22,840 shares; 2025Q1: 25,033 shares; 2025Q2: 11,976 shares; 2025Q3: 11,142 shares 11,142 $747K 0.11% -834 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: 43,604 shares; 2024Q4: 236,886 shares; 2025Q1: 269,725 shares; 2025Q2: 23,289 shares; 2025Q3: 23,254 shares 23,254 $742K 0.11% -35 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,534 shares; 2024Q4: 102,433 shares; 2025Q1: 130,100 shares; 2025Q2: 15,507 shares; 2025Q3: 10,653 shares 10,653 $731K 0.11% -4,854 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 11,245 shares; 2025Q1: 15,559 shares; 2025Q2: 3,949 shares; 2025Q3: 2,576 shares 2,576 $727K 0.11% -1,373 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: 91,017 shares; 2024Q4: 101,017 shares; 2025Q1: 107,608 shares; 2025Q2: 16,512 shares; 2025Q3: 15,747 shares 15,747 $720K 0.11% -765 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,456 shares; 2024Q4: 1,490,809 shares; 2025Q1: 1,530,052 shares; 2025Q2: 68,173 shares; 2025Q3: 23,390 shares 23,390 $708K 0.11% -44,783 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,922 shares; 2024Q4: 109,230 shares; 2025Q1: 115,129 shares; 2025Q2: 15,086 shares; 2025Q3: 8,975 shares 8,975 $705K 0.11% -6,111 Timeline GWX 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: 242,382 shares; 2024Q4: 245,705 shares; 2025Q1: 244,422 shares; 2025Q2: 29,296 shares; 2025Q3: 17,192 shares 17,192 $691K 0.1% -12,104 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,999 shares; 2024Q4: 349,644 shares; 2025Q1: 355,315 shares; 2025Q2: 23,950 shares; 2025Q3: 13,683 shares 13,683 $690K 0.1% -10,267 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,731 shares; 2024Q4: 92,155 shares; 2025Q1: 115,796 shares; 2025Q2: 16,360 shares; 2025Q3: 16,360 shares 16,360 $687K 0.1% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,315 shares; 2024Q4: 382,121 shares; 2025Q1: 432,021 shares; 2025Q2: 36,287 shares; 2025Q3: 21,584 shares 21,584 $678K 0.1% -14,703 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: 4,640 shares; 2024Q4: 4,488 shares; 2025Q1: 4,520 shares; 2025Q2: 2,546 shares; 2025Q3: 2,312 shares 2,312 $666K 0.1% -234 Timeline EFV 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: 205,938 shares; 2024Q4: 199,136 shares; 2025Q1: 188,131 shares; 2025Q2: 13,560 shares; 2025Q3: 9,813 shares 9,813 $666K 0.1% -3,747 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 958 shares; 2025Q1: 947 shares; 2025Q2: 440 shares; 2025Q3: 347 shares 347 $663K 0.1% -93 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,186 shares; 2024Q4: 66,858 shares; 2025Q1: 66,543 shares; 2025Q2: 6,621 shares; 2025Q3: 3,172 shares 3,172 $660K 0.1% -3,449 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: 19,489 shares; 2024Q4: 24,623 shares; 2025Q1: 26,561 shares; 2025Q2: 5,585 shares; 2025Q3: 3,823 shares 3,823 $651K 0.1% -1,762 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 13,013 shares; 2025Q1: 19,147 shares; 2025Q2: 9,068 shares; 2025Q3: 6,168 shares 6,168 $637K 0.1% -2,900 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,134 shares; 2024Q4: 16,398 shares; 2025Q1: 16,610 shares; 2025Q2: 11,978 shares; 2025Q3: 11,978 shares 11,978 $635K 0.1% 0 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: 11,071 shares; 2024Q4: 13,065 shares; 2025Q1: 15,226 shares; 2025Q2: 2,212 shares; 2025Q3: 1,400 shares 1,400 $626K 0.09% -812 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: 43,712 shares; 2024Q4: 49,961 shares; 2025Q1: 54,273 shares; 2025Q2: 5,198 shares; 2025Q3: 2,619 shares 2,619 $621K 0.09% -2,579 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: 41,444 shares; 2025Q1: 40,607 shares; 2025Q2: 8,418 shares; 2025Q3: 7,106 shares 7,106 $616K 0.09% -1,312 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203,275 shares; 2024Q4: 968,521 shares; 2025Q1: 1,035,318 shares; 2025Q2: 31,228 shares; 2025Q3: 6,521 shares 6,521 $615K 0.09% -24,707 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: 93,689 shares; 2024Q4: 99,545 shares; 2025Q1: 106,301 shares; 2025Q2: 8,853 shares; 2025Q3: 3,324 shares 3,324 $611K 0.09% -5,529 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: 42,422 shares; 2024Q4: 54,666 shares; 2025Q1: 65,734 shares; 2025Q2: 21,153 shares; 2025Q3: 17,565 shares 17,565 $605K 0.09% -3,588 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: 79,787 shares; 2025Q1: 90,326 shares; 2025Q2: 4,806 shares; 2025Q3: 4,503 shares 4,503 $603K 0.09% -303 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,935 shares; 2024Q4: 118,951 shares; 2025Q1: 136,865 shares; 2025Q2: 17,918 shares; 2025Q3: 12,667 shares 12,667 $599K 0.09% -5,251 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,705 shares; 2025Q2: not reported; 2025Q3: 4,713 shares 4,713 $597K 0.09% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,751 shares; 2024Q4: 193,473 shares; 2025Q1: 187,512 shares; 2025Q2: 15,767 shares; 2025Q3: 4,882 shares 4,882 $593K 0.09% -10,885 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: 27,431 shares; 2024Q4: 31,591 shares; 2025Q1: 40,049 shares; 2025Q2: 3,697 shares; 2025Q3: 2,876 shares 2,876 $590K 0.09% -821 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: 28,093 shares; 2024Q4: 33,001 shares; 2025Q1: 52,420 shares; 2025Q2: 6,420 shares; 2025Q3: 6,018 shares 6,018 $590K 0.09% -402 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: 35,766 shares; 2024Q4: 72,096 shares; 2025Q1: 64,826 shares; 2025Q2: 3,790 shares; 2025Q3: 2,839 shares 2,839 $578K 0.09% -951 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: 46,713 shares; 2024Q4: 49,894 shares; 2025Q1: 56,451 shares; 2025Q2: 6,703 shares; 2025Q3: 4,968 shares 4,968 $559K 0.08% -1,735 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: 74,589 shares; 2024Q4: 85,803 shares; 2025Q1: 84,262 shares; 2025Q2: 11,458 shares; 2025Q3: 8,349 shares 8,349 $552K 0.08% -3,109 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: 149,694 shares; 2024Q4: 227,299 shares; 2025Q1: 262,173 shares; 2025Q2: 19,022 shares; 2025Q3: 12,165 shares 12,165 $549K 0.08% -6,857 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,917 shares; 2024Q4: 137,253 shares; 2025Q1: 138,145 shares; 2025Q2: 11,596 shares; 2025Q3: 4,211 shares 4,211 $541K 0.08% -7,385 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: 221,010 shares; 2024Q4: 244,530 shares; 2025Q1: 243,235 shares; 2025Q2: 32,169 shares; 2025Q3: 15,090 shares 15,090 $536K 0.08% -17,079 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: 19,706 shares; 2025Q1: 21,036 shares; 2025Q2: 3,678 shares; 2025Q3: 2,161 shares 2,161 $535K 0.08% -1,517 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS 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: 12,386 shares; 2025Q1: 15,449 shares; 2025Q2: 13,232 shares; 2025Q3: 10,425 shares 10,425 $535K 0.08% -2,807 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,817 shares; 2024Q4: 219,014 shares; 2025Q1: 238,130 shares; 2025Q2: 24,894 shares; 2025Q3: 13,540 shares 13,540 $534K 0.08% -11,354 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: 4,839 shares; 2024Q4: 12,003 shares; 2025Q1: 12,969 shares; 2025Q2: 5,797 shares; 2025Q3: 5,195 shares 5,195 $533K 0.08% -602 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: 4,486 shares; 2024Q4: 4,743 shares; 2025Q1: 4,749 shares; 2025Q2: 2,647 shares; 2025Q3: 2,254 shares 2,254 $532K 0.08% -393 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: 44,661 shares; 2024Q4: 43,735 shares; 2025Q1: 46,143 shares; 2025Q2: 3,976 shares; 2025Q3: 1,949 shares 1,949 $532K 0.08% -2,027 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,261 shares; 2025Q1: 4,215 shares; 2025Q2: 988 shares; 2025Q3: 720 shares 720 $531K 0.08% -268 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: 83,727 shares; 2024Q4: 103,663 shares; 2025Q1: 121,788 shares; 2025Q2: 7,961 shares; 2025Q3: 2,460 shares 2,460 $531K 0.08% -5,501 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: 20,811 shares; 2024Q4: 23,494 shares; 2025Q1: 43,691 shares; 2025Q2: 5,758 shares; 2025Q3: 3,159 shares 3,159 $529K 0.08% -2,599 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 10,247 shares; 2025Q1: 13,067 shares; 2025Q2: 7,001 shares; 2025Q3: 6,780 shares 6,780 $528K 0.08% -221 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: 30,265 shares; 2024Q4: 71,280 shares; 2025Q1: 78,926 shares; 2025Q2: 5,083 shares; 2025Q3: 4,444 shares 4,444 $528K 0.08% -639 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: 55,645 shares; 2024Q4: 53,563 shares; 2025Q1: 60,895 shares; 2025Q2: 5,430 shares; 2025Q3: 2,735 shares 2,735 $526K 0.08% -2,695 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: 23,554 shares; 2024Q4: 23,774 shares; 2025Q1: 26,334 shares; 2025Q2: 3,019 shares; 2025Q3: 1,943 shares 1,943 $525K 0.08% -1,076 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: 5,595 shares; 2024Q4: 8,012 shares; 2025Q1: 10,040 shares; 2025Q2: 3,927 shares; 2025Q3: 3,294 shares 3,294 $519K 0.08% -633 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,135 shares; 2024Q4: 7,837 shares; 2025Q1: 9,097 shares; 2025Q2: 956 shares; 2025Q3: 645 shares 645 $514K 0.08% -311 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: 385,386 shares; 2024Q4: 519,867 shares; 2025Q1: 547,815 shares; 2025Q2: 66,871 shares; 2025Q3: 38,942 shares 38,942 $512K 0.08% -27,929 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: 46,646 shares; 2024Q4: 49,185 shares; 2025Q1: 57,679 shares; 2025Q2: 13,383 shares; 2025Q3: 6,724 shares 6,724 $508K 0.08% -6,659 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: 8,281 shares; 2024Q4: 9,194 shares; 2025Q1: 11,104 shares; 2025Q2: 2,535 shares; 2025Q3: 1,624 shares 1,624 $503K 0.08% -911 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 2,957 shares; 2025Q1: 3,434 shares; 2025Q2: 344 shares; 2025Q3: 211 shares 211 $493K 0.07% -133 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: 4,331 shares; 2024Q4: 16,360 shares; 2025Q1: 11,570 shares; 2025Q2: 7,430 shares; 2025Q3: 6,864 shares 6,864 $490K 0.07% -566 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: 56,408 shares; 2024Q4: 58,942 shares; 2025Q1: 63,903 shares; 2025Q2: 5,394 shares; 2025Q3: 2,133 shares 2,133 $489K 0.07% -3,261 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: 23,561 shares; 2024Q4: 35,725 shares; 2025Q1: 50,180 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $485K 0.07% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 7,272 shares; 2025Q1: 22,142 shares; 2025Q2: 1,724 shares; 2025Q3: 1,038 shares 1,038 $475K 0.07% -686 Timeline USRT 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: 8,506 shares; 2024Q4: 8,551 shares; 2025Q1: 8,858 shares; 2025Q2: 8,430 shares; 2025Q3: 7,899 shares 7,899 $464K 0.07% -531 Timeline TIP 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: 165,410 shares; 2024Q4: 186,479 shares; 2025Q1: 284,439 shares; 2025Q2: 8,622 shares; 2025Q3: 4,151 shares 4,151 $462K 0.07% -4,471 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: 6,040 shares; 2024Q4: 6,140 shares; 2025Q1: 6,327 shares; 2025Q2: 2,364 shares; 2025Q3: 2,159 shares 2,159 $461K 0.07% -205 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: 27,125 shares; 2024Q4: 27,685 shares; 2025Q1: 33,991 shares; 2025Q2: 3,146 shares; 2025Q3: 2,425 shares 2,425 $455K 0.07% -721 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 643 shares; 2025Q1: 740 shares; 2025Q2: 392 shares; 2025Q3: 369 shares 369 $453K 0.07% -23 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: 267,548 shares; 2024Q4: 271,113 shares; 2025Q1: 255,855 shares; 2025Q2: 5,375 shares; 2025Q3: 4,252 shares 4,252 $453K 0.07% -1,123 Timeline EFG 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: 64,689 shares; 2024Q4: 70,336 shares; 2025Q1: 44,857 shares; 2025Q2: 3,902 shares; 2025Q3: 3,902 shares 3,902 $444K 0.07% 0 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: 7,813 shares; 2024Q4: 10,051 shares; 2025Q1: 11,694 shares; 2025Q2: 2,317 shares; 2025Q3: 1,780 shares 1,780 $440K 0.07% -537 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: 13,050 shares; 2024Q4: 13,190 shares; 2025Q1: 69,003 shares; 2025Q2: 5,078 shares; 2025Q3: 1,229 shares 1,229 $438K 0.07% -3,849 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: 61,109 shares; 2024Q4: 68,607 shares; 2025Q1: 90,366 shares; 2025Q2: 19,721 shares; 2025Q3: 12,912 shares 12,912 $433K 0.07% -6,809 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,920 shares; 2024Q4: 36,802 shares; 2025Q1: 26,337 shares; 2025Q2: 2,565 shares; 2025Q3: 1,970 shares 1,970 $423K 0.06% -595 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: 27,280 shares; 2024Q4: 31,456 shares; 2025Q1: 36,411 shares; 2025Q2: 4,680 shares; 2025Q3: 1,900 shares 1,900 $420K 0.06% -2,780 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: 243,940 shares; 2024Q4: 265,952 shares; 2025Q1: 272,559 shares; 2025Q2: 1,810 shares; 2025Q3: 2,246 shares 2,246 $419K 0.06% +436 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,718 shares; 2024Q4: 288,829 shares; 2025Q1: 279,201 shares; 2025Q2: 21,495 shares; 2025Q3: 7,046 shares 7,046 $418K 0.06% -14,449 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: 110,489 shares; 2024Q4: 106,669 shares; 2025Q1: 104,540 shares; 2025Q2: 15,500 shares; 2025Q3: 1,702 shares 1,702 $410K 0.06% -13,798 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: 8,182 shares; 2024Q4: 8,364 shares; 2025Q1: 11,057 shares; 2025Q2: 4,914 shares; 2025Q3: 4,567 shares 4,567 $410K 0.06% -347 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,024 shares; 2024Q4: 33,404 shares; 2025Q1: 14,946 shares; 2025Q2: 2,476 shares; 2025Q3: 2,088 shares 2,088 $408K 0.06% -388 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: 35,082 shares; 2024Q4: 35,634 shares; 2025Q1: 37,260 shares; 2025Q2: 2,601 shares; 2025Q3: 1,415 shares 1,415 $408K 0.06% -1,186 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,399 shares; 2025Q1: 4,998 shares; 2025Q2: 918 shares; 2025Q3: 1,003 shares 1,003 $404K 0.06% +85 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: 30,793 shares; 2024Q4: 28,603 shares; 2025Q1: 25,143 shares; 2025Q2: 3,249 shares; 2025Q3: 1,296 shares 1,296 $402K 0.06% -1,953 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 11,523 shares; 2025Q1: 16,917 shares; 2025Q2: not reported; 2025Q3: 2,897 shares 2,897 $401K 0.06% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,126 shares; 2025Q1: 9,870 shares; 2025Q2: 9,014 shares; 2025Q3: 2,685 shares 2,685 $396K 0.06% -6,329 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,274 shares; 2024Q4: 105,556 shares; 2025Q1: 86,713 shares; 2025Q2: 9,110 shares; 2025Q3: 4,207 shares 4,207 $393K 0.06% -4,903 Timeline JNK 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: 214,549 shares; 2024Q4: 197,750 shares; 2025Q1: 186,277 shares; 2025Q2: 6,434 shares; 2025Q3: 3,897 shares 3,897 $382K 0.06% -2,537 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 13,100 shares; 2025Q1: 24,781 shares; 2025Q2: 6,301 shares; 2025Q3: 4,876 shares 4,876 $379K 0.06% -1,425 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539,321 shares; 2024Q4: 2,152,721 shares; 2025Q1: 2,308,455 shares; 2025Q2: 57,304 shares; 2025Q3: 8,045 shares 8,045 $373K 0.06% -49,259 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: 9,604 shares; 2024Q4: 9,006 shares; 2025Q1: 10,589 shares; 2025Q2: 1,564 shares; 2025Q3: 782 shares 782 $371K 0.06% -782 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: 5,021 shares; 2024Q4: 5,327 shares; 2025Q1: 5,802 shares; 2025Q2: 6,894 shares; 2025Q3: 3,433 shares 3,433 $370K 0.06% -3,461 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: 26,085 shares; 2024Q4: 27,533 shares; 2025Q1: 29,173 shares; 2025Q2: 2,855 shares; 2025Q3: 1,063 shares 1,063 $368K 0.06% -1,792 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: 20,353 shares; 2024Q4: 21,257 shares; 2025Q1: 25,625 shares; 2025Q2: 2,584 shares; 2025Q3: 1,757 shares 1,757 $367K 0.06% -827 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,625 shares; 2024Q4: 144,458 shares; 2025Q1: 152,076 shares; 2025Q2: 8,449 shares; 2025Q3: 4,648 shares 4,648 $364K 0.06% -3,801 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 5,663 shares; 2025Q1: 6,310 shares; 2025Q2: 2,163 shares; 2025Q3: 931 shares 931 $363K 0.05% -1,232 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,529 shares; 2024Q4: 25,044 shares; 2025Q1: 24,484 shares; 2025Q2: 2,030 shares; 2025Q3: 1,836 shares 1,836 $360K 0.05% -194 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,928 shares; 2024Q4: 25,895 shares; 2025Q1: 28,153 shares; 2025Q2: 4,572 shares; 2025Q3: 2,016 shares 2,016 $358K 0.05% -2,556 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: 61,639 shares; 2024Q4: 66,092 shares; 2025Q1: 78,631 shares; 2025Q2: 8,327 shares; 2025Q3: 5,369 shares 5,369 $350K 0.05% -2,958 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 10,789 shares; 2025Q1: 13,931 shares; 2025Q2: 3,767 shares; 2025Q3: 2,964 shares 2,964 $349K 0.05% -803 Timeline SHY 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: 26,981 shares; 2024Q4: 105,855 shares; 2025Q1: 238,051 shares; 2025Q2: 9,968 shares; 2025Q3: 4,192 shares 4,192 $348K 0.05% -5,776 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,460 shares; 2024Q4: 36,942 shares; 2025Q1: 39,313 shares; 2025Q2: 4,791 shares; 2025Q3: 1,354 shares 1,354 $344K 0.05% -3,437 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,826 shares; 2024Q4: 29,935 shares; 2025Q1: 29,502 shares; 2025Q2: 16,143 shares; 2025Q3: 14,839 shares 14,839 $343K 0.05% -1,304 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: 42,075 shares; 2025Q1: 40,782 shares; 2025Q2: 3,248 shares; 2025Q3: 1,474 shares 1,474 $342K 0.05% -1,774 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: 3,831 shares; 2024Q4: 3,782 shares; 2025Q1: 4,224 shares; 2025Q2: 1,056 shares; 2025Q3: 1,050 shares 1,050 $336K 0.05% -6 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: 4,702 shares; 2024Q4: 6,765 shares; 2025Q1: 7,186 shares; 2025Q2: not reported; 2025Q3: 919 shares 919 $336K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,054 shares; 2024Q4: 17,127 shares; 2025Q1: 22,986 shares; 2025Q2: 2,467 shares; 2025Q3: 855 shares 855 $335K 0.05% -1,612 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: 5,081 shares; 2024Q4: 5,997 shares; 2025Q1: 12,834 shares; 2025Q2: 1,154 shares; 2025Q3: 891 shares 891 $333K 0.05% -263 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: 4,664 shares; 2024Q4: 5,068 shares; 2025Q1: 5,867 shares; 2025Q2: 1,214 shares; 2025Q3: 943 shares 943 $331K 0.05% -271 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: 60,018 shares; 2024Q4: 74,937 shares; 2025Q1: 81,372 shares; 2025Q2: 8,747 shares; 2025Q3: 6,525 shares 6,525 $329K 0.05% -2,222 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: 5,058 shares; 2024Q4: 5,478 shares; 2025Q1: 6,756 shares; 2025Q2: 2,158 shares; 2025Q3: 514 shares 514 $328K 0.05% -1,644 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: 5,059 shares; 2024Q4: 6,275 shares; 2025Q1: 6,612 shares; 2025Q2: 1,736 shares; 2025Q3: 1,092 shares 1,092 $328K 0.05% -644 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: 186,125 shares; 2024Q4: 203,948 shares; 2025Q1: 206,548 shares; 2025Q2: 16,446 shares; 2025Q3: 7,290 shares 7,290 $328K 0.05% -9,156 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,454 shares; 2024Q4: 23,173 shares; 2025Q1: 22,303 shares; 2025Q2: 2,920 shares; 2025Q3: 1,893 shares 1,893 $327K 0.05% -1,027 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: 86,369 shares; 2024Q4: 88,576 shares; 2025Q1: 82,302 shares; 2025Q2: 9,223 shares; 2025Q3: 4,257 shares 4,257 $327K 0.05% -4,966 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 3,492 shares; 2025Q1: 2,122 shares; 2025Q2: 1,445 shares; 2025Q3: 1,270 shares 1,270 $323K 0.05% -175 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: 18,367 shares; 2024Q4: 19,097 shares; 2025Q1: 20,935 shares; 2025Q2: 3,320 shares; 2025Q3: 1,890 shares 1,890 $323K 0.05% -1,430 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,342 shares; 2024Q4: 414,322 shares; 2025Q1: 479,351 shares; 2025Q2: 38,590 shares; 2025Q3: 20,773 shares 20,773 $313K 0.05% -17,817 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: 2,687 shares; 2024Q4: 2,510 shares; 2025Q1: 3,117 shares; 2025Q2: 916 shares; 2025Q3: 731 shares 731 $312K 0.05% -185 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: 18,615 shares; 2024Q4: 18,600 shares; 2025Q1: 18,818 shares; 2025Q2: 2,241 shares; 2025Q3: 2,213 shares 2,213 $309K 0.05% -28 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: 18,622 shares; 2024Q4: 21,495 shares; 2025Q1: 26,811 shares; 2025Q2: 1,885 shares; 2025Q3: 1,250 shares 1,250 $299K 0.05% -635 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,144 shares; 2024Q4: 23,239 shares; 2025Q1: 22,991 shares; 2025Q2: 1,773 shares; 2025Q3: 551 shares 551 $299K 0.05% -1,222 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: 47,484 shares; 2024Q4: 50,738 shares; 2025Q1: 49,592 shares; 2025Q2: 5,366 shares; 2025Q3: 2,397 shares 2,397 $298K 0.05% -2,969 Timeline JPEM 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: 21,052 shares; 2024Q4: 19,235 shares; 2025Q1: 17,452 shares; 2025Q2: 5,029 shares; 2025Q3: 5,029 shares 5,029 $297K 0.04% 0 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: 80,624 shares; 2024Q4: 101,310 shares; 2025Q1: 123,248 shares; 2025Q2: 10,959 shares; 2025Q3: 4,391 shares 4,391 $296K 0.04% -6,568 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 8,458 shares; 2025Q1: 8,593 shares; 2025Q2: 7,008 shares; 2025Q3: 7,008 shares 7,008 $295K 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,841 shares; 2024Q4: 2,194 shares; 2025Q1: 2,255 shares; 2025Q2: 1,452 shares; 2025Q3: 1,123 shares 1,123 $292K 0.04% -329 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,557 shares; 2024Q4: 58,071 shares; 2025Q1: 89,464 shares; 2025Q2: 19,392 shares; 2025Q3: 14,456 shares 14,456 $292K 0.04% -4,936 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: 116,317 shares; 2024Q4: 128,855 shares; 2025Q1: 133,511 shares; 2025Q2: 8,526 shares; 2025Q3: 2,541 shares 2,541 $291K 0.04% -5,985 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 14,692 shares; 2025Q1: 15,265 shares; 2025Q2: 1,548 shares; 2025Q3: 1,211 shares 1,211 $286K 0.04% -337 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: 13,455 shares; 2024Q4: 13,021 shares; 2025Q1: 12,717 shares; 2025Q2: 1,867 shares; 2025Q3: 1,042 shares 1,042 $285K 0.04% -825 Timeline SH 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: not reported; 2024Q4: 7,756 shares; 2025Q1: 7,896 shares; 2025Q2: 7,672 shares; 2025Q3: 7,672 shares 7,672 $284K 0.04% 0 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: 100,489 shares; 2024Q4: 28,847 shares; 2025Q1: 60,123 shares; 2025Q2: 3,006 shares; 2025Q3: 3,024 shares 3,024 $282K 0.04% +18 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 3,977 shares; 2025Q1: 4,689 shares; 2025Q2: 2,587 shares; 2025Q3: 2,562 shares 2,562 $281K 0.04% -25 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: 10,557 shares; 2024Q4: 10,720 shares; 2025Q1: 10,490 shares; 2025Q2: 1,943 shares; 2025Q3: 1,935 shares 1,935 $276K 0.04% -8 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,224 shares; 2025Q1: 23,499 shares; 2025Q2: 3,333 shares; 2025Q3: 1,356 shares 1,356 $275K 0.04% -1,977 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,678 shares; 2024Q4: 41,862 shares; 2025Q1: 45,599 shares; 2025Q2: 4,992 shares; 2025Q3: 1,463 shares 1,463 $275K 0.04% -3,529 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: 9,359 shares; 2024Q4: 156,408 shares; 2025Q1: 153,551 shares; 2025Q2: 13,334 shares; 2025Q3: 3,246 shares 3,246 $274K 0.04% -10,088 Timeline VGK 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: 96,454 shares; 2024Q4: 65,872 shares; 2025Q1: 58,849 shares; 2025Q2: 10,203 shares; 2025Q3: 3,421 shares 3,421 $273K 0.04% -6,782 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 2,519 shares; 2025Q1: 2,972 shares; 2025Q2: 650 shares; 2025Q3: 498 shares 498 $272K 0.04% -152 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,715 shares; 2024Q4: 171,517 shares; 2025Q1: 168,564 shares; 2025Q2: 13,191 shares; 2025Q3: 4,803 shares 4,803 $271K 0.04% -8,388 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: 5,038 shares; 2024Q4: 4,834 shares; 2025Q1: 6,125 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares 1,528 $270K 0.04% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 6,349 shares; 2025Q1: 8,039 shares; 2025Q2: 1,197 shares; 2025Q3: 993 shares 993 $270K 0.04% -204 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,333 shares; 2024Q4: 33,024 shares; 2025Q1: 33,274 shares; 2025Q2: 3,082 shares; 2025Q3: 1,779 shares 1,779 $268K 0.04% -1,303 Timeline VCSH 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: 5,031 shares; 2024Q4: 10,414 shares; 2025Q1: 13,611 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares 3,355 $268K 0.04% 0 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: 15,563 shares; 2024Q4: 18,773 shares; 2025Q1: 24,960 shares; 2025Q2: 441 shares; 2025Q3: 356 shares 356 $266K 0.04% -85 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: 97,284 shares; 2024Q4: 97,823 shares; 2025Q1: 103,091 shares; 2025Q2: 10,320 shares; 2025Q3: 4,365 shares 4,365 $265K 0.04% -5,955 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,766 shares; 2024Q4: 6,039 shares; 2025Q1: 6,236 shares; 2025Q2: 5,109 shares; 2025Q3: 4,954 shares 4,954 $264K 0.04% -155 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 8,588 shares; 2025Q1: 6,520 shares; 2025Q2: 1,137 shares; 2025Q3: 496 shares 496 $263K 0.04% -641 Timeline SCHO 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: 252,659 shares; 2024Q4: 561,776 shares; 2025Q1: 571,996 shares; 2025Q2: 10,670 shares; 2025Q3: 10,603 shares 10,603 $259K 0.04% -67 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 13,605 shares; 2025Q1: 14,545 shares; 2025Q2: 1,463 shares; 2025Q3: 1,006 shares 1,006 $258K 0.04% -457 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 1,929 shares; 2025Q1: 1,998 shares; 2025Q2: 914 shares; 2025Q3: 914 shares 914 $256K 0.04% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,943 shares; 2025Q1: 5,839 shares; 2025Q2: not reported; 2025Q3: 1,898 shares 1,898 $256K 0.04% new 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: 28,334 shares; 2024Q4: 38,905 shares; 2025Q1: 53,795 shares; 2025Q2: 2,152 shares; 2025Q3: 2,521 shares 2,521 $253K 0.04% +369 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 3,217 shares; 2025Q1: 5,242 shares; 2025Q2: 1,424 shares; 2025Q3: 1,148 shares 1,148 $250K 0.04% -276 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: 8,946 shares; 2024Q4: 9,412 shares; 2025Q1: 11,628 shares; 2025Q2: 1,295 shares; 2025Q3: 957 shares 957 $250K 0.04% -338 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: 107,342 shares; 2024Q4: 108,914 shares; 2025Q1: 111,683 shares; 2025Q2: 9,736 shares; 2025Q3: 3,394 shares 3,394 $248K 0.04% -6,342 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 5,437 shares; 2025Q1: 5,576 shares; 2025Q2: 768 shares; 2025Q3: 540 shares 540 $247K 0.04% -228 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: 3,891 shares; 2024Q4: 5,278 shares; 2025Q1: 5,572 shares; 2025Q2: 1,397 shares; 2025Q3: 1,221 shares 1,221 $246K 0.04% -176 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: 39,872 shares; 2024Q4: 38,804 shares; 2025Q1: 37,880 shares; 2025Q2: 2,630 shares; 2025Q3: 718 shares 718 $245K 0.04% -1,912 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: 42,759 shares; 2024Q4: 90,053 shares; 2025Q1: 90,852 shares; 2025Q2: 5,860 shares; 2025Q3: 1,894 shares 1,894 $243K 0.04% -3,966 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,470 shares; 2024Q4: 100,996 shares; 2025Q1: 92,276 shares; 2025Q2: 5,972 shares; 2025Q3: 5,896 shares 5,896 $242K 0.04% -76 Timeline PSK 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: 10,087 shares; 2024Q4: 8,807 shares; 2025Q1: 9,761 shares; 2025Q2: 8,429 shares; 2025Q3: 7,329 shares 7,329 $242K 0.04% -1,100 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: 7,698 shares; 2024Q4: 8,350 shares; 2025Q1: 11,392 shares; 2025Q2: not reported; 2025Q3: 1,429 shares 1,429 $242K 0.04% new 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: 13,328 shares; 2024Q4: 16,546 shares; 2025Q1: 20,578 shares; 2025Q2: 2,649 shares; 2025Q3: 1,555 shares 1,555 $241K 0.04% -1,094 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: 52,143 shares; 2024Q4: 160,778 shares; 2025Q1: 221,494 shares; 2025Q2: 26,181 shares; 2025Q3: 8,821 shares 8,821 $241K 0.04% -17,360 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,795 shares; 2024Q4: 37,353 shares; 2025Q1: 35,910 shares; 2025Q2: 4,102 shares; 2025Q3: 2,495 shares 2,495 $238K 0.04% -1,607 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,942 shares; 2024Q4: 260,505 shares; 2025Q1: 250,132 shares; 2025Q2: 23,823 shares; 2025Q3: 8,751 shares 8,751 $237K 0.04% -15,072 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: 8,363 shares; 2024Q4: 8,296 shares; 2025Q1: 8,049 shares; 2025Q2: 1,125 shares; 2025Q3: 359 shares 359 $233K 0.04% -766 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: 10,130 shares; 2024Q4: 11,761 shares; 2025Q1: 13,354 shares; 2025Q2: 2,011 shares; 2025Q3: 1,157 shares 1,157 $233K 0.04% -854 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 9,240 shares; 2025Q1: 10,308 shares; 2025Q2: 5,906 shares; 2025Q3: 4,292 shares 4,292 $233K 0.04% -1,614 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,506 shares; 2024Q4: 13,355 shares; 2025Q1: 14,447 shares; 2025Q2: 4,221 shares; 2025Q3: 1,855 shares 1,855 $232K 0.04% -2,366 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,474 shares; 2024Q4: 159,946 shares; 2025Q1: 163,600 shares; 2025Q2: 10,442 shares; 2025Q3: 7,243 shares 7,243 $231K 0.03% -3,199 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 13,422 shares; 2025Q1: 16,653 shares; 2025Q2: 3,848 shares; 2025Q3: 3,420 shares 3,420 $231K 0.03% -428 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: 23,221 shares; 2024Q4: 18,298 shares; 2025Q1: 18,226 shares; 2025Q2: 1,449 shares; 2025Q3: 394 shares 394 $231K 0.03% -1,055 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: 64,942 shares; 2024Q4: 63,523 shares; 2025Q1: 52,067 shares; 2025Q2: 4,885 shares; 2025Q3: 862 shares 862 $230K 0.03% -4,023 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,897 shares; 2025Q3: 6,996 shares 6,996 $229K 0.03% -11,901 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 5,413 shares; 2025Q1: 6,370 shares; 2025Q2: 3,292 shares; 2025Q3: 3,095 shares 3,095 $228K 0.03% -197 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,210 shares; 2024Q4: 16,094 shares; 2025Q1: 5,442 shares; 2025Q2: 1,026 shares; 2025Q3: 868 shares 868 $224K 0.03% -158 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 3,986 shares; 2025Q1: 5,032 shares; 2025Q2: 2,908 shares; 2025Q3: 1,248 shares 1,248 $222K 0.03% -1,660 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,361 shares; 2024Q4: 27,554 shares; 2025Q1: 33,136 shares; 2025Q2: 5,712 shares; 2025Q3: 3,692 shares 3,692 $220K 0.03% -2,020 LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 4,944 shares; 2025Q1: 20,692 shares; 2025Q2: 1,336 shares; 2025Q3: 922 shares 922 $217K 0.03% -414 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,769 shares; 2024Q4: 24,212 shares; 2025Q1: 25,071 shares; 2025Q2: 2,186 shares; 2025Q3: 533 shares 533 $215K 0.03% -1,653 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: 5,106 shares; 2024Q4: 6,506 shares; 2025Q1: 6,781 shares; 2025Q2: 1,333 shares; 2025Q3: 650 shares 650 $214K 0.03% -683 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,371 shares; 2025Q1: 4,696 shares; 2025Q2: 2,241 shares; 2025Q3: 1,708 shares 1,708 $213K 0.03% -533 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,654 shares; 2024Q4: 29,114 shares; 2025Q1: 42,488 shares; 2025Q2: 4,172 shares; 2025Q3: 1,032 shares 1,032 $212K 0.03% -3,140 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: 3,362 shares; 2024Q4: 3,813 shares; 2025Q1: 9,503 shares; 2025Q2: 1,724 shares; 2025Q3: 502 shares 502 $212K 0.03% -1,222 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: 4,695 shares; 2024Q4: 3,068 shares; 2025Q1: 3,142 shares; 2025Q2: 1,091 shares; 2025Q3: 927 shares 927 $211K 0.03% -164 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,180 shares; 2024Q4: 37,540 shares; 2025Q1: 37,576 shares; 2025Q2: 4,863 shares; 2025Q3: 2,616 shares 2,616 $211K 0.03% -2,247 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: 40,455 shares; 2024Q4: 46,856 shares; 2025Q1: 49,751 shares; 2025Q2: 3,101 shares; 2025Q3: 663 shares 663 $211K 0.03% -2,438 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,170 shares; 2024Q4: 114,726 shares; 2025Q1: 102,099 shares; 2025Q2: 1,303 shares; 2025Q3: 927 shares 927 $209K 0.03% -376 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: 1,415,009 shares; 2024Q4: 906,176 shares; 2025Q1: 957,045 shares; 2025Q2: 23,693 shares; 2025Q3: 3,307 shares 3,307 $208K 0.03% -20,386 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,794 shares; 2024Q4: 105,493 shares; 2025Q1: 103,394 shares; 2025Q2: 7,294 shares; 2025Q3: 3,645 shares 3,645 $207K 0.03% -3,649 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,404 shares; 2024Q4: 30,250 shares; 2025Q1: 34,091 shares; 2025Q2: 2,410 shares; 2025Q3: 789 shares 789 $207K 0.03% -1,621 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,956 shares; 2024Q4: 102,138 shares; 2025Q1: 106,838 shares; 2025Q2: 16,208 shares; 2025Q3: 9,597 shares 9,597 $206K 0.03% -6,611 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334 shares 1,334 $206K 0.03% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,538 shares; 2025Q1: 19,338 shares; 2025Q2: 2,736 shares; 2025Q3: 594 shares 594 $205K 0.03% -2,142 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: 23,299 shares; 2024Q4: 30,613 shares; 2025Q1: 47,289 shares; 2025Q2: not reported; 2025Q3: 2,421 shares 2,421 $204K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,739 shares; 2024Q4: 42,011 shares; 2025Q1: 42,912 shares; 2025Q2: 5,068 shares; 2025Q3: 2,990 shares 2,990 $202K 0.03% -2,078 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL 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: 116,733 shares; 2025Q1: 132,041 shares; 2025Q2: 8,532 shares; 2025Q3: 4,921 shares 4,921 $202K 0.03% -3,611 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,209 shares; 2025Q1: 3,669 shares; 2025Q2: not reported; 2025Q3: 1,203 shares 1,203 $201K 0.03% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 4,745 shares; 2025Q1: 4,271 shares; 2025Q2: 1,852 shares; 2025Q3: 1,661 shares 1,661 $201K 0.03% -191 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,044 shares; 2024Q4: 79,828 shares; 2025Q1: 87,683 shares; 2025Q2: 14,942 shares; 2025Q3: 11,427 shares 11,427 $171K 0.03% -3,515 Timeline QVCAQ QVC GROUP INC More: the full row for QVC 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: not reported; 2025Q2: 13,012 shares; 2025Q3: 11,782 shares 11,782 $159K 0.02% -1,230 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,438 shares; 2024Q4: 33,883 shares; 2025Q1: 31,438 shares; 2025Q2: 16,388 shares; 2025Q3: 15,797 shares 15,797 $150K 0.02% -591 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: 1,518,111 shares; 2024Q4: 1,531,180 shares; 2025Q1: 1,596,132 shares; 2025Q2: 61,222 shares; 2025Q3: 24,001 shares 24,001 $109K 0.02% -37,221 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,911 shares; 2024Q4: 89,321 shares; 2025Q1: 96,007 shares; 2025Q2: 22,830 shares; 2025Q3: 13,192 shares 13,192 $105K 0.02% -9,638 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 11,362 shares; 2025Q1: 24,020 shares; 2025Q2: 15,361 shares; 2025Q3: 17,354 shares 17,354 $86.6K 0.01% +1,993 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,358 shares; 2024Q4: 15,358 shares; 2025Q1: 15,358 shares; 2025Q2: 13,524 shares; 2025Q3: 11,690 shares 11,690 $43.5K 0.01% -1,834 Timeline