SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 98,851 shares; 2025Q1: 98,893 shares; 2025Q2: 98,907 shares; 2025Q3: 98,956 shares 98,956 $69.1M 7.05% +49 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: 179,386 shares; 2024Q4: 210,811 shares; 2025Q1: 223,865 shares; 2025Q2: 222,547 shares; 2025Q3: 217,634 shares 217,634 $40.6M 4.15% -4,913 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: 50,938 shares; 2024Q4: 57,944 shares; 2025Q1: 59,712 shares; 2025Q2: 62,830 shares; 2025Q3: 63,370 shares 63,370 $32.8M 3.35% +540 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,182 shares; 2024Q4: 95,682 shares; 2025Q1: 100,863 shares; 2025Q2: 100,707 shares; 2025Q3: 101,151 shares 101,151 $25.8M 2.63% +444 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: 68,864 shares; 2024Q4: 83,469 shares; 2025Q1: 91,533 shares; 2025Q2: 96,031 shares; 2025Q3: 97,986 shares 97,986 $21.5M 2.2% +1,955 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: 80,807 shares; 2024Q4: 86,284 shares; 2025Q1: 86,240 shares; 2025Q2: 85,913 shares; 2025Q3: 84,216 shares 84,216 $20.5M 2.09% -1,697 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,015 shares; 2024Q4: 217,815 shares; 2025Q1: 175,992 shares; 2025Q2: 201,257 shares; 2025Q3: 212,089 shares 212,089 $16.2M 1.65% +10,832 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: 96,141 shares; 2024Q4: 93,771 shares; 2025Q1: 122,757 shares; 2025Q2: 206,618 shares; 2025Q3: 176,389 shares 176,389 $16.2M 1.65% -30,229 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: 318,338 shares; 2024Q4: 323,289 shares; 2025Q1: 314,468 shares; 2025Q2: 348,131 shares; 2025Q3: 359,192 shares 359,192 $15.6M 1.59% +11,061 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: 22,201 shares; 2024Q4: 21,759 shares; 2025Q1: 34,339 shares; 2025Q2: 53,535 shares; 2025Q3: 49,547 shares 49,547 $13.9M 1.42% -3,988 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: 33,885 shares; 2024Q4: 36,880 shares; 2025Q1: 46,173 shares; 2025Q2: 47,820 shares; 2025Q3: 50,237 shares 50,237 $12.2M 1.25% +2,417 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,804 shares; 2024Q4: 163,441 shares; 2025Q1: 155,263 shares; 2025Q2: 141,804 shares; 2025Q3: 146,154 shares 146,154 $11.9M 1.21% +4,350 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,745 shares; 2024Q4: 102,604 shares; 2025Q1: 117,656 shares; 2025Q2: 167,696 shares; 2025Q3: 247,183 shares 247,183 $11.6M 1.18% +79,487 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,333 shares; 2024Q4: 630,896 shares; 2025Q1: 705,239 shares; 2025Q2: 954,599 shares; 2025Q3: 1,139,528 shares 1,139,528 $11.2M 1.14% +184,929 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: 23,219 shares; 2024Q4: 22,230 shares; 2025Q1: 23,946 shares; 2025Q2: 18,216 shares; 2025Q3: 18,285 shares 18,285 $11M 1.12% +69 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: 34,903 shares; 2024Q4: 41,325 shares; 2025Q1: 39,306 shares; 2025Q2: 38,347 shares; 2025Q3: 34,415 shares 34,415 $10.9M 1.11% -3,932 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: 125,575 shares; 2024Q4: 122,798 shares; 2025Q1: 137,851 shares; 2025Q2: 152,760 shares; 2025Q3: 166,101 shares 166,101 $10.5M 1.07% +13,341 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: 20,686 shares; 2024Q4: 20,166 shares; 2025Q1: 23,965 shares; 2025Q2: 26,769 shares; 2025Q3: 28,891 shares 28,891 $10.3M 1.05% +2,122 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: 7,572 shares; 2024Q4: 8,920 shares; 2025Q1: 9,356 shares; 2025Q2: 9,917 shares; 2025Q3: 13,527 shares 13,527 $9.93M 1.01% +3,610 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: 18,122 shares; 2024Q4: 21,476 shares; 2025Q1: 21,403 shares; 2025Q2: 21,132 shares; 2025Q3: 21,752 shares 21,752 $9.67M 0.99% +620 Timeline 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: 20,530 shares; 2024Q4: 20,221 shares; 2025Q1: 28,029 shares; 2025Q2: 35,262 shares; 2025Q3: 41,003 shares 41,003 $9.63M 0.98% +5,741 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: 52,604 shares; 2024Q4: 57,286 shares; 2025Q1: 42,668 shares; 2025Q2: 42,939 shares; 2025Q3: 38,508 shares 38,508 $9.52M 0.97% -4,431 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,853 shares; 2024Q4: 302,539 shares; 2025Q1: 302,389 shares; 2025Q2: 295,659 shares; 2025Q3: 295,420 shares 295,420 $9.51M 0.97% -239 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II 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: 114,086 shares; 2025Q2: 117,265 shares; 2025Q3: 332,230 shares 332,230 $9.24M 0.94% +214,965 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: 10,067 shares; 2024Q4: 10,531 shares; 2025Q1: 16,357 shares; 2025Q2: 19,749 shares; 2025Q3: 23,412 shares 23,412 $8.76M 0.89% +3,663 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: 15,715 shares; 2024Q4: 17,565 shares; 2025Q1: 17,021 shares; 2025Q2: 16,571 shares; 2025Q3: 15,317 shares 15,317 $8.71M 0.89% -1,254 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,471 shares; 2025Q2: 28,016 shares; 2025Q3: 31,549 shares 31,549 $8.63M 0.88% +3,533 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,937 shares; 2024Q4: 123,000 shares; 2025Q1: 79,977 shares; 2025Q2: 256,360 shares; 2025Q3: 181,222 shares 181,222 $8.5M 0.87% -75,138 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,287 shares; 2024Q4: 43,842 shares; 2025Q1: 75,929 shares; 2025Q2: 93,812 shares; 2025Q3: 99,302 shares 99,302 $8.33M 0.85% +5,490 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 44,798 shares; 2025Q1: 70,930 shares; 2025Q2: 73,938 shares; 2025Q3: 78,521 shares 78,521 $8.24M 0.84% +4,583 Timeline JCPB 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: 122,022 shares; 2024Q4: 129,855 shares; 2025Q1: 157,387 shares; 2025Q2: 160,980 shares; 2025Q3: 171,056 shares 171,056 $8.13M 0.83% +10,076 Timeline IUSB 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: 163,099 shares; 2024Q4: 173,518 shares; 2025Q1: 171,487 shares; 2025Q2: 166,852 shares; 2025Q3: 172,938 shares 172,938 $8.08M 0.82% +6,086 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,068 shares; 2024Q4: 281,715 shares; 2025Q1: 313,995 shares; 2025Q2: 314,770 shares; 2025Q3: 303,354 shares 303,354 $7.99M 0.82% -11,416 Timeline BYLD 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: 171,170 shares; 2024Q4: 185,635 shares; 2025Q1: 266,998 shares; 2025Q2: 299,098 shares; 2025Q3: 345,631 shares 345,631 $7.92M 0.81% +46,533 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: 8,523 shares; 2024Q4: 10,275 shares; 2025Q1: 10,797 shares; 2025Q2: 11,439 shares; 2025Q3: 11,276 shares 11,276 $7.51M 0.77% -163 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: 12,367 shares; 2024Q4: 13,307 shares; 2025Q1: 13,699 shares; 2025Q2: 13,759 shares; 2025Q3: 14,421 shares 14,421 $7.25M 0.74% +662 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: 62,857 shares; 2024Q4: 71,035 shares; 2025Q1: 70,826 shares; 2025Q2: 70,181 shares; 2025Q3: 67,507 shares 67,507 $6.96M 0.71% -2,674 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: 23,526 shares; 2024Q4: 24,505 shares; 2025Q1: 27,949 shares; 2025Q2: 20,824 shares; 2025Q3: 41,446 shares 41,446 $6.93M 0.71% +20,622 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: 20,014 shares; 2024Q4: 21,901 shares; 2025Q1: 22,197 shares; 2025Q2: 21,147 shares; 2025Q3: 21,011 shares 21,011 $6.93M 0.71% -136 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: 29,033 shares; 2024Q4: 32,734 shares; 2025Q1: 30,934 shares; 2025Q2: 29,008 shares; 2025Q3: 27,313 shares 27,313 $6.54M 0.67% -1,695 Timeline RDVY 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: 30,007 shares; 2024Q4: 34,723 shares; 2025Q1: 37,331 shares; 2025Q2: 40,597 shares; 2025Q3: 93,894 shares 93,894 $6.32M 0.64% +53,297 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,041 shares; 2024Q4: 152,833 shares; 2025Q1: 153,131 shares; 2025Q2: 151,732 shares; 2025Q3: 155,415 shares 155,415 $6.31M 0.64% +3,683 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,872 shares; 2024Q4: 115,807 shares; 2025Q1: 135,969 shares; 2025Q2: 169,034 shares; 2025Q3: 201,544 shares 201,544 $6.09M 0.62% +32,510 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: 26,115 shares; 2024Q4: 32,066 shares; 2025Q1: 49,862 shares; 2025Q2: 56,741 shares; 2025Q3: 72,008 shares 72,008 $6.06M 0.62% +15,267 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: 25,323 shares; 2024Q4: 27,140 shares; 2025Q1: 26,746 shares; 2025Q2: 25,705 shares; 2025Q3: 17,572 shares 17,572 $6M 0.61% -8,133 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: 16,256 shares; 2024Q4: 19,071 shares; 2025Q1: 18,207 shares; 2025Q2: 17,261 shares; 2025Q3: 14,746 shares 14,746 $5.97M 0.61% -2,515 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: 6,835 shares; 2024Q4: 7,372 shares; 2025Q1: 7,177 shares; 2025Q2: 7,043 shares; 2025Q3: 6,339 shares 6,339 $5.87M 0.6% -704 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,581 shares; 2025Q2: 9,900 shares; 2025Q3: 11,631 shares 11,631 $5.8M 0.59% +1,731 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 19,537 shares; 2025Q1: 17,612 shares; 2025Q2: 17,243 shares; 2025Q3: 61,853 shares 61,853 $5.76M 0.59% +44,610 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 96,766 shares 96,766 $5.15M 0.53% new 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: 26,633 shares; 2024Q4: 30,685 shares; 2025Q1: 29,734 shares; 2025Q2: 28,537 shares; 2025Q3: 24,925 shares 24,925 $5.12M 0.52% -3,612 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: 19,507 shares; 2024Q4: 48,136 shares; 2025Q1: 79,966 shares; 2025Q2: 70,045 shares; 2025Q3: 74,492 shares 74,492 $4.86M 0.5% +4,447 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,122 shares; 2025Q2: 25,805 shares; 2025Q3: 50,437 shares 50,437 $4.8M 0.49% +24,632 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: 5,866 shares; 2024Q4: 6,825 shares; 2025Q1: 34,687 shares; 2025Q2: 44,105 shares; 2025Q3: 49,999 shares 49,999 $4.77M 0.49% +5,894 Timeline EMB 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: 46,251 shares; 2024Q4: 44,041 shares; 2025Q1: 43,668 shares; 2025Q2: 44,978 shares; 2025Q3: 49,757 shares 49,757 $4.74M 0.48% +4,779 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: 17,797 shares; 2024Q4: 18,350 shares; 2025Q1: 17,392 shares; 2025Q2: 16,592 shares; 2025Q3: 15,191 shares 15,191 $4.62M 0.47% -1,401 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 20,590 shares; 2025Q1: 42,006 shares; 2025Q2: 36,512 shares; 2025Q3: 51,837 shares 51,837 $4.53M 0.46% +15,325 Timeline SKYY 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: 36,896 shares; 2024Q4: 33,921 shares; 2025Q1: 33,079 shares; 2025Q2: 33,206 shares; 2025Q3: 33,663 shares 33,663 $4.53M 0.46% +457 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,690 shares; 2025Q3: 72,494 shares 72,494 $4.34M 0.44% +47,804 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: 19,825 shares; 2025Q1: 19,825 shares; 2025Q2: 19,825 shares; 2025Q3: 19,825 shares 19,825 $4.22M 0.43% 0 Timeline GRID 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: 28,768 shares; 2024Q4: 28,151 shares; 2025Q1: 27,546 shares; 2025Q2: 27,202 shares; 2025Q3: 27,334 shares 27,334 $4.13M 0.42% +132 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,203 shares; 2025Q1: 12,665 shares; 2025Q2: 13,655 shares; 2025Q3: 12,709 shares 12,709 $4.09M 0.42% -946 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: 9,666 shares; 2024Q4: 10,486 shares; 2025Q1: 9,530 shares; 2025Q2: 8,686 shares; 2025Q3: 8,434 shares 8,434 $4.09M 0.42% -252 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,047 shares; 2024Q4: 90,950 shares; 2025Q1: 90,920 shares; 2025Q2: 90,506 shares; 2025Q3: 98,024 shares 98,024 $4.08M 0.42% +7,518 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,839 shares; 2024Q4: 47,017 shares; 2025Q1: 72,466 shares; 2025Q2: 79,805 shares; 2025Q3: 83,377 shares 83,377 $3.97M 0.41% +3,572 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: 21,745 shares; 2024Q4: 20,196 shares; 2025Q1: 21,066 shares; 2025Q2: 25,136 shares; 2025Q3: 56,688 shares 56,688 $3.88M 0.4% +31,552 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 18,626 shares; 2025Q1: 18,605 shares; 2025Q2: 19,297 shares; 2025Q3: 17,449 shares 17,449 $3.71M 0.38% -1,848 Timeline REM 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: 161,866 shares; 2024Q4: 160,162 shares; 2025Q1: 161,368 shares; 2025Q2: 161,240 shares; 2025Q3: 167,253 shares 167,253 $3.67M 0.38% +6,013 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 5,012 shares; 2025Q2: 38,627 shares; 2025Q3: 44,300 shares 44,300 $3.58M 0.37% +5,673 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: 14,247 shares; 2024Q4: 14,614 shares; 2025Q1: 14,349 shares; 2025Q2: 12,090 shares; 2025Q3: 10,132 shares 10,132 $3.57M 0.36% -1,958 Timeline IGEB 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: 25,534 shares; 2024Q4: 30,057 shares; 2025Q1: 54,659 shares; 2025Q2: 60,195 shares; 2025Q3: 74,842 shares 74,842 $3.45M 0.35% +14,647 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: 4,584 shares; 2024Q4: 7,809 shares; 2025Q1: 6,709 shares; 2025Q2: 8,579 shares; 2025Q3: 5,100 shares 5,100 $3.41M 0.35% -3,479 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,644 shares; 2024Q4: 69,042 shares; 2025Q1: 69,850 shares; 2025Q2: 66,451 shares; 2025Q3: 66,631 shares 66,631 $3.39M 0.35% +180 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 15,469 shares; 2025Q1: 14,908 shares; 2025Q2: 13,708 shares; 2025Q3: 8,110 shares 8,110 $3.36M 0.34% -5,598 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: 8,999 shares; 2024Q4: 9,319 shares; 2025Q1: 9,154 shares; 2025Q2: 8,936 shares; 2025Q3: 7,877 shares 7,877 $3.36M 0.34% -1,059 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 33,715 shares 33,715 $3.33M 0.34% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,001 shares; 2024Q4: 61,827 shares; 2025Q1: 65,615 shares; 2025Q2: 65,586 shares; 2025Q3: 68,124 shares 68,124 $3.3M 0.34% +2,538 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: 13,428 shares; 2024Q4: 15,903 shares; 2025Q1: 15,063 shares; 2025Q2: 12,193 shares; 2025Q3: 9,423 shares 9,423 $3.25M 0.33% -2,770 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: 12,992 shares; 2024Q4: 13,679 shares; 2025Q1: 14,017 shares; 2025Q2: 13,727 shares; 2025Q3: 7,592 shares 7,592 $3.2M 0.33% -6,135 Timeline SDVY 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: 57,054 shares; 2024Q4: 61,619 shares; 2025Q1: 76,572 shares; 2025Q2: 80,066 shares; 2025Q3: 82,092 shares 82,092 $3.12M 0.32% +2,026 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: 32,577 shares; 2024Q4: 33,844 shares; 2025Q1: 33,583 shares; 2025Q2: 34,431 shares; 2025Q3: 27,326 shares 27,326 $3.08M 0.31% -7,105 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: 11,421 shares; 2024Q4: 12,388 shares; 2025Q1: 12,701 shares; 2025Q2: 12,471 shares; 2025Q3: 12,574 shares 12,574 $2.98M 0.3% +103 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: 68,971 shares; 2024Q4: 72,117 shares; 2025Q1: 68,892 shares; 2025Q2: 63,417 shares; 2025Q3: 39,051 shares 39,051 $2.95M 0.3% -24,366 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: 1,664 shares; 2024Q4: 1,826 shares; 2025Q1: 1,772 shares; 2025Q2: 6,812 shares; 2025Q3: 6,410 shares 6,410 $2.87M 0.29% -402 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 11,322 shares; 2025Q1: 15,737 shares; 2025Q2: 22,290 shares; 2025Q3: 30,054 shares 30,054 $2.86M 0.29% +7,764 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: 8,180 shares; 2024Q4: 8,569 shares; 2025Q1: 10,057 shares; 2025Q2: 10,057 shares; 2025Q3: 10,131 shares 10,131 $2.86M 0.29% +74 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 2,595 shares; 2025Q1: 2,873 shares; 2025Q2: 2,966 shares; 2025Q3: 3,745 shares 3,745 $2.86M 0.29% +779 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,027 shares; 2025Q1: not reported; 2025Q2: 26,129 shares; 2025Q3: 29,128 shares 29,128 $2.81M 0.29% +2,999 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 114,332 shares; 2025Q2: 207,985 shares; 2025Q3: 242,431 shares 242,431 $2.8M 0.29% +34,446 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,855 shares; 2025Q1: 2,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,326 shares 2,326 $2.79M 0.28% -35 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,095 shares; 2024Q4: 34,767 shares; 2025Q1: 29,525 shares; 2025Q2: 25,814 shares; 2025Q3: 24,790 shares 24,790 $2.78M 0.28% -1,024 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: 46,323 shares; 2024Q4: 45,930 shares; 2025Q1: 43,133 shares; 2025Q2: 41,305 shares; 2025Q3: 41,894 shares 41,894 $2.77M 0.28% +589 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,015 shares; 2024Q4: 38,228 shares; 2025Q1: 56,549 shares; 2025Q2: 59,745 shares; 2025Q3: 62,413 shares 62,413 $2.76M 0.28% +2,668 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: 20,449 shares; 2024Q4: 21,365 shares; 2025Q1: 23,190 shares; 2025Q2: 21,351 shares; 2025Q3: 19,007 shares 19,007 $2.75M 0.28% -2,344 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: not reported; 2025Q2: 11,388 shares; 2025Q3: 11,331 shares 11,331 $2.74M 0.28% -57 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 15,309 shares; 2025Q1: 18,833 shares; 2025Q2: 20,154 shares; 2025Q3: 64,405 shares 64,405 $2.69M 0.27% +44,251 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: 3,200 shares; 2024Q4: 2,852 shares; 2025Q1: 3,059 shares; 2025Q2: 17,189 shares; 2025Q3: 16,486 shares 16,486 $2.67M 0.27% -703 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: 37,771 shares; 2024Q4: 35,255 shares; 2025Q1: 31,334 shares; 2025Q2: 36,973 shares; 2025Q3: 104,266 shares 104,266 $2.66M 0.27% +67,293 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 6,607 shares; 2025Q1: 5,993 shares; 2025Q2: 5,683 shares; 2025Q3: 4,357 shares 4,357 $2.65M 0.27% -1,326 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: 5,524 shares; 2024Q4: 5,428 shares; 2025Q1: 5,470 shares; 2025Q2: 5,275 shares; 2025Q3: 5,303 shares 5,303 $2.52M 0.26% +28 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: 11,165 shares; 2024Q4: 10,946 shares; 2025Q1: 10,648 shares; 2025Q2: 9,276 shares; 2025Q3: 16,131 shares 16,131 $2.5M 0.26% +6,855 Timeline XAR 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: 11,311 shares; 2024Q4: 10,745 shares; 2025Q1: 10,457 shares; 2025Q2: 10,407 shares; 2025Q3: 10,261 shares 10,261 $2.41M 0.25% -146 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: 9,233 shares; 2024Q4: 9,213 shares; 2025Q1: 9,554 shares; 2025Q2: 10,453 shares; 2025Q3: 10,367 shares 10,367 $2.4M 0.25% -86 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: 27,219 shares; 2024Q4: 23,762 shares; 2025Q1: 22,000 shares; 2025Q2: 20,676 shares; 2025Q3: 16,883 shares 16,883 $2.37M 0.24% -3,793 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: 40,874 shares; 2024Q4: 39,075 shares; 2025Q1: 38,477 shares; 2025Q2: 50,762 shares; 2025Q3: 53,681 shares 53,681 $2.36M 0.24% +2,919 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: 7,714 shares; 2024Q4: 8,269 shares; 2025Q1: 7,964 shares; 2025Q2: 7,562 shares; 2025Q3: 5,877 shares 5,877 $2.3M 0.24% -1,685 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 16,896 shares; 2025Q1: 16,790 shares; 2025Q2: 15,701 shares; 2025Q3: 15,475 shares 15,475 $2.25M 0.23% -226 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: 2,098 shares; 2024Q4: 2,445 shares; 2025Q1: 2,047 shares; 2025Q2: 1,934 shares; 2025Q3: 2,036 shares 2,036 $2.2M 0.22% +102 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: 5,371 shares; 2024Q4: 5,391 shares; 2025Q1: 5,302 shares; 2025Q2: 5,156 shares; 2025Q3: 4,434 shares 4,434 $2.19M 0.22% -722 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 4,862 shares; 2025Q1: 3,805 shares; 2025Q2: 3,434 shares; 2025Q3: 3,569 shares 3,569 $2.19M 0.22% +135 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: not reported; 2024Q4: 15,543 shares; 2025Q1: 15,572 shares; 2025Q2: 15,535 shares; 2025Q3: 15,615 shares 15,615 $2.16M 0.22% +80 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 13,969 shares; 2025Q1: 13,405 shares; 2025Q2: 13,311 shares; 2025Q3: 13,980 shares 13,980 $2.15M 0.22% +669 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: 7,500 shares; 2024Q4: 9,378 shares; 2025Q1: 10,100 shares; 2025Q2: 11,231 shares; 2025Q3: 11,554 shares 11,554 $2.14M 0.22% +323 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 3,174 shares; 2025Q1: 3,944 shares; 2025Q2: 12,825 shares; 2025Q3: 24,029 shares 24,029 $2.1M 0.21% +11,204 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,178 shares; 2025Q1: 12,423 shares; 2025Q2: 27,795 shares; 2025Q3: 33,915 shares 33,915 $2.04M 0.21% +6,120 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 36,863 shares; 2025Q1: 41,187 shares; 2025Q2: 62,268 shares; 2025Q3: 64,079 shares 64,079 $2.03M 0.21% +1,811 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,094 shares; 2024Q4: 23,982 shares; 2025Q1: 23,219 shares; 2025Q2: 22,985 shares; 2025Q3: 23,060 shares 23,060 $2M 0.2% +75 Timeline FTSL 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: 58,495 shares; 2024Q4: 49,311 shares; 2025Q1: 48,938 shares; 2025Q2: 44,095 shares; 2025Q3: 42,575 shares 42,575 $1.95M 0.2% -1,520 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: 14,623 shares; 2024Q4: 14,787 shares; 2025Q1: 14,656 shares; 2025Q2: 14,367 shares; 2025Q3: 19,157 shares 19,157 $1.94M 0.2% +4,790 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,372 shares; 2025Q1: 5,222 shares; 2025Q2: 4,942 shares; 2025Q3: 2,556 shares 2,556 $1.94M 0.2% -2,386 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: 9,441 shares; 2024Q4: 9,951 shares; 2025Q1: 4,396 shares; 2025Q2: 4,073 shares; 2025Q3: 3,792 shares 3,792 $1.89M 0.19% -281 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: 29,885 shares; 2024Q4: 37,321 shares; 2025Q1: 39,270 shares; 2025Q2: 37,809 shares; 2025Q3: 36,362 shares 36,362 $1.88M 0.19% -1,447 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: 73,708 shares; 2024Q4: 85,425 shares; 2025Q1: 74,649 shares; 2025Q2: 70,354 shares; 2025Q3: 65,928 shares 65,928 $1.86M 0.19% -4,426 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,150 shares; 2025Q1: 14,200 shares; 2025Q2: 16,200 shares; 2025Q3: 17,250 shares 17,250 $1.84M 0.19% +1,050 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: 10,417 shares; 2024Q4: 11,009 shares; 2025Q1: 10,500 shares; 2025Q2: 10,879 shares; 2025Q3: 11,349 shares 11,349 $1.84M 0.19% +470 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,094 shares; 2024Q4: 74,183 shares; 2025Q1: 40,753 shares; 2025Q2: 40,177 shares; 2025Q3: 41,114 shares 41,114 $1.82M 0.19% +937 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: 3,762 shares; 2024Q4: 7,719 shares; 2025Q1: 6,970 shares; 2025Q2: 6,594 shares; 2025Q3: 8,463 shares 8,463 $1.72M 0.18% +1,869 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 2,718 shares; 2025Q2: 2,873 shares; 2025Q3: 2,776 shares 2,776 $1.71M 0.17% -97 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: 4,528 shares; 2024Q4: 5,327 shares; 2025Q1: 4,803 shares; 2025Q2: 1,902 shares; 2025Q3: 1,724 shares 1,724 $1.67M 0.17% -178 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: 8,920 shares; 2024Q4: 8,972 shares; 2025Q1: 9,043 shares; 2025Q2: 7,301 shares; 2025Q3: 7,272 shares 7,272 $1.67M 0.17% -29 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: 681 shares; 2024Q4: 3,446 shares; 2025Q1: 3,450 shares; 2025Q2: 3,438 shares; 2025Q3: 3,448 shares 3,448 $1.62M 0.16% +10 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 15,178 shares; 2025Q1: 13,294 shares; 2025Q2: 12,537 shares; 2025Q3: 12,011 shares 12,011 $1.6M 0.16% -526 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,876 shares; 2024Q4: 37,415 shares; 2025Q1: 34,459 shares; 2025Q2: 31,231 shares; 2025Q3: 29,925 shares 29,925 $1.59M 0.16% -1,306 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,673 shares; 2025Q1: 4,010 shares; 2025Q2: 3,867 shares; 2025Q3: 3,171 shares 3,171 $1.58M 0.16% -696 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: 3,897 shares; 2024Q4: 9,988 shares; 2025Q1: 14,213 shares; 2025Q2: 6,170 shares; 2025Q3: 6,034 shares 6,034 $1.53M 0.16% -136 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 29,922 shares; 2025Q1: 29,803 shares; 2025Q2: 28,282 shares; 2025Q3: 28,736 shares 28,736 $1.52M 0.16% +454 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: 16,875 shares; 2024Q4: 18,253 shares; 2025Q1: 16,315 shares; 2025Q2: 14,997 shares; 2025Q3: 10,291 shares 10,291 $1.51M 0.15% -4,706 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,859 shares; 2025Q1: 30,242 shares; 2025Q2: 30,438 shares; 2025Q3: 31,104 shares 31,104 $1.48M 0.15% +666 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 703 shares; 2025Q1: 827 shares; 2025Q2: 1,926 shares; 2025Q3: 3,080 shares 3,080 $1.47M 0.15% +1,154 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: 11,730 shares; 2024Q4: 15,290 shares; 2025Q1: 12,930 shares; 2025Q2: 12,320 shares; 2025Q3: 5,270 shares 5,270 $1.42M 0.15% -7,050 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: 5,937 shares; 2024Q4: 5,509 shares; 2025Q1: 7,383 shares; 2025Q2: 9,531 shares; 2025Q3: 7,769 shares 7,769 $1.42M 0.14% -1,762 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 12,128 shares; 2025Q1: 10,436 shares; 2025Q2: 9,424 shares; 2025Q3: 8,849 shares 8,849 $1.4M 0.14% -575 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 11,478 shares; 2025Q1: 17,923 shares; 2025Q2: 22,406 shares; 2025Q3: 15,207 shares 15,207 $1.39M 0.14% -7,199 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: 910 shares; 2024Q4: 931 shares; 2025Q1: 1,005 shares; 2025Q2: 3,287 shares; 2025Q3: 1,501 shares 1,501 $1.38M 0.14% -1,786 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,345 shares; 2024Q4: 37,898 shares; 2025Q1: 33,554 shares; 2025Q2: 32,009 shares; 2025Q3: 30,463 shares 30,463 $1.36M 0.14% -1,546 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: 18,159 shares; 2024Q4: 20,322 shares; 2025Q1: 18,667 shares; 2025Q2: 19,290 shares; 2025Q3: 20,341 shares 20,341 $1.35M 0.14% +1,051 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,004 shares; 2025Q1: 5,630 shares; 2025Q2: 7,628 shares; 2025Q3: 8,910 shares 8,910 $1.34M 0.14% +1,282 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: 754 shares; 2024Q4: 733 shares; 2025Q1: 716 shares; 2025Q2: 711 shares; 2025Q3: 3,587 shares 3,587 $1.33M 0.14% +2,876 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: 12,241 shares; 2024Q4: 12,278 shares; 2025Q1: 11,726 shares; 2025Q2: 12,148 shares; 2025Q3: 10,670 shares 10,670 $1.32M 0.13% -1,478 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: 13,773 shares; 2024Q4: 13,389 shares; 2025Q1: 12,577 shares; 2025Q2: 11,877 shares; 2025Q3: 11,488 shares 11,488 $1.29M 0.13% -389 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: 14,248 shares; 2024Q4: 15,305 shares; 2025Q1: 14,096 shares; 2025Q2: 16,308 shares; 2025Q3: 15,127 shares 15,127 $1.27M 0.13% -1,181 Timeline FNDF 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: 21,223 shares; 2024Q4: 22,322 shares; 2025Q1: 29,406 shares; 2025Q2: 29,086 shares; 2025Q3: 29,205 shares 29,205 $1.25M 0.13% +119 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,328 shares 37,328 $1.25M 0.13% new 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: 6,253 shares; 2024Q4: 6,430 shares; 2025Q1: not reported; 2025Q2: 12,752 shares; 2025Q3: 14,784 shares 14,784 $1.23M 0.13% +2,032 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,932 shares; 2025Q3: 6,942 shares 6,942 $1.23M 0.13% +10 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: 13,120 shares; 2024Q4: 13,750 shares; 2025Q1: 12,978 shares; 2025Q2: 12,915 shares; 2025Q3: 12,488 shares 12,488 $1.22M 0.12% -427 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,278 shares; 2024Q4: 26,108 shares; 2025Q1: 24,904 shares; 2025Q2: 21,893 shares; 2025Q3: 8,676 shares 8,676 $1.21M 0.12% -13,217 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 12,514 shares; 2025Q1: 16,838 shares; 2025Q2: 13,784 shares; 2025Q3: 18,303 shares 18,303 $1.21M 0.12% +4,519 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: 363 shares; 2024Q4: 436 shares; 2025Q1: 523 shares; 2025Q2: 799 shares; 2025Q3: 1,766 shares 1,766 $1.21M 0.12% +967 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,573 shares; 2025Q1: 1,533 shares; 2025Q2: 1,531 shares; 2025Q3: 3,634 shares 3,634 $1.19M 0.12% +2,103 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: 565 shares; 2024Q4: 804 shares; 2025Q1: 924 shares; 2025Q2: 1,694 shares; 2025Q3: 1,492 shares 1,492 $1.19M 0.12% -202 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,110 shares; 2025Q3: 10,115 shares 10,115 $1.16M 0.12% +5 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 10,006 shares; 2025Q2: 17,607 shares; 2025Q3: 21,260 shares 21,260 $1.15M 0.12% +3,653 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,356 shares; 2024Q4: 15,110 shares; 2025Q1: 15,771 shares; 2025Q2: 17,437 shares; 2025Q3: 19,986 shares 19,986 $1.15M 0.12% +2,549 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: 10,050 shares; 2024Q4: 10,569 shares; 2025Q1: 9,598 shares; 2025Q2: 7,822 shares; 2025Q3: 5,039 shares 5,039 $1.15M 0.12% -2,783 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: 7,195 shares; 2024Q4: 7,084 shares; 2025Q1: 6,418 shares; 2025Q2: 6,071 shares; 2025Q3: 5,938 shares 5,938 $1.14M 0.12% -133 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: 15,436 shares; 2024Q4: 16,481 shares; 2025Q1: 15,440 shares; 2025Q2: 14,938 shares; 2025Q3: 13,746 shares 13,746 $1.13M 0.12% -1,192 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: 26,895 shares; 2024Q4: 29,764 shares; 2025Q1: 26,907 shares; 2025Q2: 24,202 shares; 2025Q3: 23,221 shares 23,221 $1.12M 0.11% -981 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: 2,143 shares; 2024Q4: 2,523 shares; 2025Q1: 3,276 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares 3,720 $1.12M 0.11% +101 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,581 shares; 2025Q3: 10,317 shares 10,317 $1.11M 0.11% +736 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: 15,021 shares; 2024Q4: 15,210 shares; 2025Q1: 14,604 shares; 2025Q2: 3,597 shares; 2025Q3: 3,820 shares 3,820 $1.08M 0.11% +223 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: 32,281 shares; 2024Q4: 33,314 shares; 2025Q1: 33,535 shares; 2025Q2: 34,166 shares; 2025Q3: 35,525 shares 35,525 $1.08M 0.11% +1,359 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: 3,630 shares; 2024Q4: 3,944 shares; 2025Q1: 4,177 shares; 2025Q2: 4,175 shares; 2025Q3: 4,499 shares 4,499 $1.06M 0.11% +324 Timeline IHI 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: 131,459 shares; 2024Q4: 136,212 shares; 2025Q1: 146,390 shares; 2025Q2: 3,934 shares; 2025Q3: 17,467 shares 17,467 $1.05M 0.11% +13,533 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: 7,062 shares; 2024Q4: 7,148 shares; 2025Q1: 7,033 shares; 2025Q2: 6,707 shares; 2025Q3: 2,151 shares 2,151 $1.05M 0.11% -4,556 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,569 shares 37,569 $1.04M 0.11% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,548 shares; 2025Q1: 3,550 shares; 2025Q2: 3,384 shares; 2025Q3: 3,385 shares 3,385 $1.04M 0.11% +1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,823 shares 14,823 $1.03M 0.11% new Timeline EDV 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: 9,380 shares; 2024Q4: 9,442 shares; 2025Q1: 11,029 shares; 2025Q2: 12,947 shares; 2025Q3: 15,009 shares 15,009 $1.03M 0.1% +2,062 Timeline FNDE 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: 21,541 shares; 2024Q4: 22,470 shares; 2025Q1: 27,795 shares; 2025Q2: 27,807 shares; 2025Q3: 28,070 shares 28,070 $1.01M 0.1% +263 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,385 shares; 2024Q4: 158,913 shares; 2025Q1: 149,956 shares; 2025Q2: 148,486 shares; 2025Q3: 146,771 shares 146,771 $1.01M 0.1% -1,715 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: 41,296 shares; 2024Q4: 40,791 shares; 2025Q1: 44,505 shares; 2025Q2: 54,099 shares; 2025Q3: 49,875 shares 49,875 $1.01M 0.1% -4,224 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: 108,725 shares; 2024Q4: 103,050 shares; 2025Q1: 100,083 shares; 2025Q2: 93,370 shares; 2025Q3: 66,034 shares 66,034 $986K 0.1% -27,336 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,058 shares; 2024Q4: 26,990 shares; 2025Q1: 24,345 shares; 2025Q2: 23,139 shares; 2025Q3: 21,509 shares 21,509 $986K 0.1% -1,630 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,105 shares; 2024Q4: 27,037 shares; 2025Q1: 25,452 shares; 2025Q2: 23,681 shares; 2025Q3: 22,256 shares 22,256 $964K 0.1% -1,425 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 9,918 shares; 2025Q1: 8,512 shares; 2025Q2: 8,114 shares; 2025Q3: 8,293 shares 8,293 $950K 0.1% +179 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: 1,458 shares; 2024Q4: 1,264 shares; 2025Q1: 1,203 shares; 2025Q2: 3,168 shares; 2025Q3: 3,337 shares 3,337 $942K 0.1% +169 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: 4,755 shares; 2024Q4: 9,123 shares; 2025Q1: 8,162 shares; 2025Q2: 7,916 shares; 2025Q3: 7,843 shares 7,843 $932K 0.1% -73 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,149 shares; 2025Q1: 7,886 shares; 2025Q2: 7,286 shares; 2025Q3: 6,462 shares 6,462 $914K 0.09% -824 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,657 shares; 2024Q4: 27,852 shares; 2025Q1: 25,161 shares; 2025Q2: 24,737 shares; 2025Q3: 19,282 shares 19,282 $895K 0.09% -5,455 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,024 shares 15,024 $893K 0.09% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,378 shares; 2024Q4: 8,289 shares; 2025Q1: 12,845 shares; 2025Q2: 16,371 shares; 2025Q3: 16,644 shares 16,644 $884K 0.09% +273 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 12,760 shares; 2025Q1: 11,696 shares; 2025Q2: 10,823 shares; 2025Q3: 10,418 shares 10,418 $869K 0.09% -405 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: not reported; 2024Q4: 4,973 shares; 2025Q1: 6,684 shares; 2025Q2: 9,381 shares; 2025Q3: 10,604 shares 10,604 $848K 0.09% +1,223 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: 12,565 shares; 2024Q4: 11,503 shares; 2025Q1: 11,295 shares; 2025Q2: 7,174 shares; 2025Q3: 6,065 shares 6,065 $847K 0.09% -1,109 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,937 shares; 2024Q4: 16,435 shares; 2025Q1: 15,951 shares; 2025Q2: 14,749 shares; 2025Q3: 13,803 shares 13,803 $844K 0.09% -946 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: 27,135 shares; 2024Q4: 30,824 shares; 2025Q1: 28,924 shares; 2025Q2: 7,406 shares; 2025Q3: 7,346 shares 7,346 $841K 0.09% -60 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: 13,036 shares; 2024Q4: 11,947 shares; 2025Q1: 11,482 shares; 2025Q2: 10,814 shares; 2025Q3: 10,609 shares 10,609 $825K 0.08% -205 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 7,242 shares; 2025Q3: 7,325 shares 7,325 $813K 0.08% +83 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,186 shares; 2024Q4: 11,173 shares; 2025Q1: 11,390 shares; 2025Q2: 11,366 shares; 2025Q3: 11,000 shares 11,000 $806K 0.08% -366 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,326 shares; 2024Q4: 36,948 shares; 2025Q1: 26,653 shares; 2025Q2: 20,820 shares; 2025Q3: 19,031 shares 19,031 $799K 0.08% -1,789 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,060 shares; 2024Q4: 14,963 shares; 2025Q1: 14,508 shares; 2025Q2: 13,840 shares; 2025Q3: 13,170 shares 13,170 $797K 0.08% -670 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,673 shares; 2025Q1: 9,694 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares 10,850 $790K 0.08% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,048 shares; 2025Q3: 7,740 shares 7,740 $789K 0.08% +692 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 15,107 shares 15,107 $785K 0.08% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 11,757 shares; 2025Q1: 10,585 shares; 2025Q2: 10,250 shares; 2025Q3: 8,606 shares 8,606 $774K 0.08% -1,644 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: 9,527 shares; 2024Q4: 11,109 shares; 2025Q1: 11,666 shares; 2025Q2: 8,636 shares; 2025Q3: 6,966 shares 6,966 $759K 0.08% -1,670 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 9,560 shares; 2025Q1: 9,178 shares; 2025Q2: 5,232 shares; 2025Q3: 4,333 shares 4,333 $756K 0.08% -899 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,762 shares; 2025Q1: 4,763 shares; 2025Q2: 7,884 shares; 2025Q3: 5,230 shares 5,230 $743K 0.08% -2,654 Timeline SJNK 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: 32,415 shares; 2024Q4: 31,081 shares; 2025Q1: 29,446 shares; 2025Q2: 27,799 shares; 2025Q3: 28,077 shares 28,077 $719K 0.07% +278 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 6,742 shares; 2025Q1: 6,465 shares; 2025Q2: 6,219 shares; 2025Q3: 6,443 shares 6,443 $718K 0.07% +224 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: 21,441 shares; 2024Q4: 21,327 shares; 2025Q1: 5,699 shares; 2025Q2: 5,184 shares; 2025Q3: 5,429 shares 5,429 $712K 0.07% +245 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: 31,882 shares; 2024Q4: 29,104 shares; 2025Q1: 24,384 shares; 2025Q2: 18,973 shares; 2025Q3: 19,780 shares 19,780 $702K 0.07% +807 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: 9,882 shares; 2024Q4: 15,406 shares; 2025Q1: 9,280 shares; 2025Q2: 8,546 shares; 2025Q3: 6,578 shares 6,578 $700K 0.07% -1,968 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 11,578 shares; 2025Q1: 10,218 shares; 2025Q2: 9,859 shares; 2025Q3: 9,794 shares 9,794 $697K 0.07% -65 Timeline AOA 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: 8,540 shares; 2024Q4: 8,419 shares; 2025Q1: 8,257 shares; 2025Q2: 7,343 shares; 2025Q3: 7,704 shares 7,704 $679K 0.07% +361 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,569 shares; 2025Q1: 2,134 shares; 2025Q2: 2,320 shares; 2025Q3: 2,148 shares 2,148 $656K 0.07% -172 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: 5,623 shares; 2024Q4: 5,492 shares; 2025Q1: 6,294 shares; 2025Q2: 5,750 shares; 2025Q3: 5,670 shares 5,670 $650K 0.07% -80 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,955 shares; 2025Q3: 8,716 shares 8,716 $636K 0.06% -26,239 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: 4,715 shares; 2024Q4: 6,815 shares; 2025Q1: 6,908 shares; 2025Q2: 6,884 shares; 2025Q3: 7,740 shares 7,740 $624K 0.06% +856 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: 2,671 shares; 2025Q2: 3,567 shares; 2025Q3: 4,876 shares 4,876 $618K 0.06% +1,309 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares 760 $595K 0.06% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,973 shares; 2024Q4: 22,399 shares; 2025Q1: 19,123 shares; 2025Q2: 20,240 shares; 2025Q3: 22,330 shares 22,330 $589K 0.06% +2,090 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: 57 shares; 2024Q4: 74 shares; 2025Q1: 90 shares; 2025Q2: 104 shares; 2025Q3: 108 shares 108 $583K 0.06% +4 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 10,376 shares; 2025Q1: 9,836 shares; 2025Q2: 10,938 shares; 2025Q3: 11,739 shares 11,739 $581K 0.06% +801 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 2,213 shares; 2025Q1: 2,189 shares; 2025Q2: 2,355 shares; 2025Q3: 2,758 shares 2,758 $565K 0.06% +403 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: 3,949 shares; 2024Q4: 3,868 shares; 2025Q1: 4,193 shares; 2025Q2: 3,980 shares; 2025Q3: 2,799 shares 2,799 $564K 0.06% -1,181 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,465 shares; 2025Q2: 1,157 shares; 2025Q3: 1,174 shares 1,174 $563K 0.06% +17 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,859 shares; 2025Q1: 1,814 shares; 2025Q2: 1,788 shares; 2025Q3: 1,783 shares 1,783 $557K 0.06% -5 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,603 shares; 2024Q4: 18,983 shares; 2025Q1: 18,781 shares; 2025Q2: 17,019 shares; 2025Q3: 10,283 shares 10,283 $556K 0.06% -6,736 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: 1,978 shares; 2024Q4: 2,811 shares; 2025Q1: 3,139 shares; 2025Q2: 2,923 shares; 2025Q3: 3,312 shares 3,312 $551K 0.06% +389 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: 81,052 shares; 2024Q4: 76,014 shares; 2025Q1: 69,866 shares; 2025Q2: 69,500 shares; 2025Q3: 57,610 shares 57,610 $546K 0.06% -11,890 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: 18,966 shares; 2024Q4: 11,414 shares; 2025Q1: 8,654 shares; 2025Q2: 7,193 shares; 2025Q3: 6,872 shares 6,872 $538K 0.05% -321 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,551 shares; 2025Q1: 6,551 shares; 2025Q2: 7,285 shares; 2025Q3: 6,500 shares 6,500 $533K 0.05% -785 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,698 shares 27,698 $527K 0.05% new 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: 2,738 shares; 2024Q4: 3,141 shares; 2025Q1: 3,017 shares; 2025Q2: 2,554 shares; 2025Q3: 2,219 shares 2,219 $524K 0.05% -335 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: 13,312 shares; 2024Q4: 12,748 shares; 2025Q1: 11,030 shares; 2025Q2: 10,211 shares; 2025Q3: 10,356 shares 10,356 $522K 0.05% +145 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,707 shares; 2024Q4: 131,768 shares; 2025Q1: 118,195 shares; 2025Q2: 109,345 shares; 2025Q3: 31,590 shares 31,590 $518K 0.05% -77,755 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,980 shares 3,980 $517K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,211 shares; 2024Q4: 49,838 shares; 2025Q1: 37,541 shares; 2025Q2: 39,388 shares; 2025Q3: 42,806 shares 42,806 $512K 0.05% +3,418 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,059 shares; 2025Q1: 5,018 shares; 2025Q2: 5,132 shares; 2025Q3: 4,381 shares 4,381 $471K 0.05% -751 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 1,771 shares; 2025Q1: 1,656 shares; 2025Q2: 2,242 shares; 2025Q3: 2,338 shares 2,338 $464K 0.05% +96 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,094 shares 3,094 $460K 0.05% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,964 shares; 2024Q4: 19,454 shares; 2025Q1: 13,265 shares; 2025Q2: 11,151 shares; 2025Q3: 13,333 shares 13,333 $458K 0.05% +2,182 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: 3,032 shares; 2024Q4: 3,574 shares; 2025Q1: 4,158 shares; 2025Q2: 4,962 shares; 2025Q3: 5,460 shares 5,460 $458K 0.05% +498 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: not reported; 2024Q4: 3,662 shares; 2025Q1: 5,655 shares; 2025Q2: 7,334 shares; 2025Q3: 7,759 shares 7,759 $457K 0.05% +425 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,101 shares; 2024Q4: 20,179 shares; 2025Q1: 19,678 shares; 2025Q2: 15,390 shares; 2025Q3: 16,287 shares 16,287 $455K 0.05% +897 SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,491 shares 4,491 $452K 0.05% +144 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: 2,413 shares; 2024Q4: 2,606 shares; 2025Q1: 2,614 shares; 2025Q2: 2,628 shares; 2025Q3: 2,643 shares 2,643 $452K 0.05% +15 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: 2,360 shares; 2024Q4: 2,585 shares; 2025Q1: 3,431 shares; 2025Q2: 4,074 shares; 2025Q3: 2,818 shares 2,818 $448K 0.05% -1,256 Timeline SSO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares 3,958 $444K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 9,664 shares 9,664 $435K 0.04% +1,587 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,675 shares; 2025Q2: 9,369 shares; 2025Q3: 11,511 shares 11,511 $435K 0.04% +2,142 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: 6,792 shares; 2024Q4: 9,630 shares; 2025Q1: 9,437 shares; 2025Q2: 7,618 shares; 2025Q3: 9,490 shares 9,490 $434K 0.04% +1,872 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 1,966 shares; 2025Q2: 1,339 shares; 2025Q3: 1,295 shares 1,295 $426K 0.04% -44 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,606 shares; 2025Q1: 4,418 shares; 2025Q2: 4,175 shares; 2025Q3: 3,269 shares 3,269 $423K 0.04% -906 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,926 shares 1,926 $416K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares 2,817 $410K 0.04% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 696 shares; 2025Q1: 647 shares; 2025Q2: 657 shares; 2025Q3: 882 shares 882 $403K 0.04% +225 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: 2,142 shares; 2024Q4: 2,208 shares; 2025Q1: 2,219 shares; 2025Q2: 2,151 shares; 2025Q3: 4,433 shares 4,433 $398K 0.04% +2,282 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,850 shares 2,850 $394K 0.04% +147 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 421 shares; 2025Q1: 417 shares; 2025Q2: 411 shares; 2025Q3: 413 shares 413 $394K 0.04% +2 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,209 shares; 2025Q1: 5,527 shares; 2025Q2: 4,737 shares; 2025Q3: 4,284 shares 4,284 $392K 0.04% -453 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 9,160 shares; 2025Q1: 8,752 shares; 2025Q2: 8,419 shares; 2025Q3: 7,739 shares 7,739 $391K 0.04% -680 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,279 shares; 2025Q1: 7,279 shares; 2025Q2: 7,279 shares; 2025Q3: 7,279 shares 7,279 $389K 0.04% 0 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: 7,893 shares; 2024Q4: 9,792 shares; 2025Q1: 11,281 shares; 2025Q2: 11,073 shares; 2025Q3: 8,564 shares 8,564 $386K 0.04% -2,509 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: 2,112 shares; 2024Q4: 3,038 shares; 2025Q1: 3,515 shares; 2025Q2: 3,589 shares; 2025Q3: 2,844 shares 2,844 $381K 0.04% -745 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,460 shares; 2025Q1: 4,686 shares; 2025Q2: 4,715 shares; 2025Q3: 4,645 shares 4,645 $373K 0.04% -70 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares 1,164 $373K 0.04% 0 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: 3,424 shares; 2024Q4: 3,431 shares; 2025Q1: 3,258 shares; 2025Q2: 2,015 shares; 2025Q3: 1,984 shares 1,984 $370K 0.04% -31 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,373 shares; 2025Q1: 5,621 shares; 2025Q2: 5,058 shares; 2025Q3: 4,386 shares 4,386 $364K 0.04% -672 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,398 shares; 2025Q1: 11,653 shares; 2025Q2: 14,703 shares; 2025Q3: 13,745 shares 13,745 $363K 0.04% -958 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: 1,022 shares; 2024Q4: 1,103 shares; 2025Q1: 1,070 shares; 2025Q2: 1,079 shares; 2025Q3: 1,614 shares 1,614 $357K 0.04% +535 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: 13,476 shares; 2024Q4: 10,002 shares; 2025Q1: 7,514 shares; 2025Q2: 4,636 shares; 2025Q3: 3,627 shares 3,627 $355K 0.04% -1,009 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,484 shares; 2024Q4: 10,512 shares; 2025Q1: 9,635 shares; 2025Q2: 8,362 shares; 2025Q3: 8,194 shares 8,194 $353K 0.04% -168 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: 3,267 shares; 2025Q1: 3,267 shares; 2025Q2: 2,771 shares; 2025Q3: 2,772 shares 2,772 $349K 0.04% +1 Timeline NYF 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: 10,886 shares; 2024Q4: 10,901 shares; 2025Q1: 6,816 shares; 2025Q2: 6,371 shares; 2025Q3: 6,421 shares 6,421 $343K 0.03% +50 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,358 shares; 2025Q1: 1,224 shares; 2025Q2: 1,187 shares; 2025Q3: 1,131 shares 1,131 $337K 0.03% -56 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: 965 shares; 2024Q4: 909 shares; 2025Q1: 1,105 shares; 2025Q2: 1,117 shares; 2025Q3: 1,002 shares 1,002 $333K 0.03% -115 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: 1,499 shares; 2024Q4: 2,069 shares; 2025Q1: 1,914 shares; 2025Q2: 2,051 shares; 2025Q3: 1,346 shares 1,346 $332K 0.03% -705 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: 1,063 shares; 2024Q4: 1,073 shares; 2025Q1: 988 shares; 2025Q2: 939 shares; 2025Q3: 818 shares 818 $331K 0.03% -121 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,280 shares; 2025Q2: 11,479 shares; 2025Q3: 15,313 shares 15,313 $330K 0.03% +3,834 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: 892 shares; 2025Q2: 861 shares; 2025Q3: 924 shares 924 $329K 0.03% +63 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,984 shares; 2025Q3: 4,015 shares 4,015 $329K 0.03% +31 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: 1,075 shares; 2024Q4: 1,525 shares; 2025Q1: 1,603 shares; 2025Q2: 1,698 shares; 2025Q3: 1,559 shares 1,559 $328K 0.03% -139 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,653 shares; 2025Q1: 2,647 shares; 2025Q2: 2,652 shares; 2025Q3: 2,565 shares 2,565 $325K 0.03% -87 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 4,782 shares; 2025Q3: 5,167 shares 5,167 $323K 0.03% +385 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: 9,103 shares; 2024Q4: 10,644 shares; 2025Q1: 10,854 shares; 2025Q2: 10,782 shares; 2025Q3: 10,248 shares 10,248 $322K 0.03% -534 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: 17,170 shares; 2024Q4: 21,676 shares; 2025Q1: 19,992 shares; 2025Q2: 83,444 shares; 2025Q3: 8,056 shares 8,056 $316K 0.03% -75,388 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: 1,627 shares; 2024Q4: 1,340 shares; 2025Q1: 1,154 shares; 2025Q2: 948 shares; 2025Q3: 784 shares 784 $315K 0.03% -164 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 3,396 shares; 2025Q1: 4,797 shares; 2025Q2: 5,598 shares; 2025Q3: 4,266 shares 4,266 $313K 0.03% -1,332 Timeline CRH CRH PLC More: the full row for CRH 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: 2,514 shares; 2025Q3: 2,573 shares 2,573 $309K 0.03% +59 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,550 shares; 2025Q1: 1,319 shares; 2025Q2: 1,163 shares; 2025Q3: 1,085 shares 1,085 $306K 0.03% -78 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 18,196 shares; 2025Q1: 16,155 shares; 2025Q2: 11,006 shares; 2025Q3: 10,947 shares 10,947 $298K 0.03% -59 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,369 shares; 2025Q1: 2,290 shares; 2025Q2: 1,946 shares; 2025Q3: 1,521 shares 1,521 $298K 0.03% -425 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 565 shares; 2025Q3: 565 shares 565 $296K 0.03% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,360 shares; 2025Q1: 6,275 shares; 2025Q2: 5,742 shares; 2025Q3: 5,202 shares 5,202 $294K 0.03% -540 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares 4,480 $293K 0.03% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 2,659 shares; 2025Q1: 2,447 shares; 2025Q2: 2,622 shares; 2025Q3: 2,218 shares 2,218 $293K 0.03% -404 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 12,499 shares; 2025Q1: 13,572 shares; 2025Q2: 16,532 shares; 2025Q3: 594 shares 594 $287K 0.03% -15,938 SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,565 shares 7,565 $285K 0.03% new Timeline EQT EQT CORP More: the full row for EQT 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: 5,271 shares; 2025Q3: 5,211 shares 5,211 $284K 0.03% -60 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: 5,314 shares; 2024Q4: 6,909 shares; 2025Q1: 7,355 shares; 2025Q2: 8,478 shares; 2025Q3: 5,953 shares 5,953 $280K 0.03% -2,525 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,461 shares 13,461 $275K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $272K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 557 shares; 2025Q2: 629 shares; 2025Q3: 835 shares 835 $270K 0.03% +206 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,919 shares; 2025Q2: 3,532 shares; 2025Q3: 3,433 shares 3,433 $269K 0.03% -99 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: 4,980 shares; 2024Q4: 4,405 shares; 2025Q1: 4,198 shares; 2025Q2: 3,702 shares; 2025Q3: 3,729 shares 3,729 $266K 0.03% +27 Timeline INDA 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: 71,480 shares; 2024Q4: 76,827 shares; 2025Q1: 7,436 shares; 2025Q2: 5,579 shares; 2025Q3: 5,108 shares 5,108 $266K 0.03% -471 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares 2,815 $263K 0.03% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,707 shares; 2024Q4: 95,624 shares; 2025Q1: 118,250 shares; 2025Q2: 123,886 shares; 2025Q3: 10,791 shares 10,791 $258K 0.03% -113,095 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: 5,473 shares; 2024Q4: 4,703 shares; 2025Q1: 3,743 shares; 2025Q2: 3,761 shares; 2025Q3: 3,777 shares 3,777 $255K 0.03% +16 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares 2,048 $255K 0.03% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares 6,100 $251K 0.03% 0 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: 80,362 shares; 2024Q4: 76,250 shares; 2025Q1: 38,149 shares; 2025Q2: 35,093 shares; 2025Q3: 8,949 shares 8,949 $244K 0.02% -26,144 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,048 shares; 2024Q4: 34,210 shares; 2025Q1: 26,050 shares; 2025Q2: 4,258 shares; 2025Q3: 4,094 shares 4,094 $244K 0.02% -164 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,415 shares 2,415 $241K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares 958 $241K 0.02% new 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: 2,033 shares; 2024Q4: 2,031 shares; 2025Q1: 1,800 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares 1,678 $239K 0.02% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,975 shares 6,975 $235K 0.02% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,240 shares; 2024Q4: 148,005 shares; 2025Q1: 36,647 shares; 2025Q2: 36,099 shares; 2025Q3: 8,899 shares 8,899 $234K 0.02% -27,200 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,725 shares; 2025Q3: 1,398 shares 1,398 $234K 0.02% -327 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares 897 $234K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 571 shares; 2025Q3: 509 shares 509 $233K 0.02% -62 Timeline QTEC 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: 2,097 shares; 2024Q4: 1,918 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,001 shares 1,001 $230K 0.02% -130 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: not reported; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: 3,439 shares; 2025Q3: 2,937 shares 2,937 $229K 0.02% -502 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares 1,585 $227K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 825 shares; 2025Q1: 808 shares; 2025Q2: 704 shares; 2025Q3: 665 shares 665 $227K 0.02% -39 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,997 shares 2,997 $227K 0.02% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,291 shares; 2025Q3: 6,200 shares 6,200 $227K 0.02% -91 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,258 shares; 2025Q1: 2,164 shares; 2025Q2: 1,765 shares; 2025Q3: 1,603 shares 1,603 $223K 0.02% -162 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,656 shares; 2025Q3: 8,826 shares 8,826 $222K 0.02% +170 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares 3,253 $219K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,271 shares 1,271 $216K 0.02% new Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 4,640 shares; 2025Q3: 4,090 shares 4,090 $216K 0.02% -550 Timeline VOT 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: 4,709 shares; 2024Q4: 5,646 shares; 2025Q1: 5,456 shares; 2025Q2: 795 shares; 2025Q3: 727 shares 727 $214K 0.02% -68 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares 1,309 $212K 0.02% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,119 shares; 2025Q1: 1,516 shares; 2025Q2: 1,645 shares; 2025Q3: 778 shares 778 $208K 0.02% -867 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares 2,457 $207K 0.02% new 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: 1,021 shares; 2024Q4: 1,202 shares; 2025Q1: 1,256 shares; 2025Q2: 1,020 shares; 2025Q3: 1,117 shares 1,117 $205K 0.02% +97 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,279 shares 3,279 $205K 0.02% new 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: 579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 411 shares 411 $202K 0.02% -56 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 736 shares; 2025Q1: 686 shares; 2025Q2: 664 shares; 2025Q3: 649 shares 649 $201K 0.02% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 935 shares 935 $201K 0.02% -368 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,069 shares; 2024Q4: 12,616 shares; 2025Q1: 13,618 shares; 2025Q2: 14,739 shares; 2025Q3: 13,684 shares 13,684 $125K 0.01% -1,055 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 20,000 shares; 2025Q3: 14,500 shares 14,500 $112K 0.01% -5,500 Timeline