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: 561,101 shares; 2024Q4: 576,462 shares; 2025Q1: 568,221 shares; 2025Q2: 567,406 shares; 2025Q3: 567,055 shares 567,055 $144M 6.28% -351 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: 213,326 shares; 2024Q4: 224,291 shares; 2025Q1: 226,046 shares; 2025Q2: 227,728 shares; 2025Q3: 233,639 shares 233,639 $121M 5.27% +5,911 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: 373,987 shares; 2024Q4: 379,163 shares; 2025Q1: 379,127 shares; 2025Q2: 378,444 shares; 2025Q3: 379,635 shares 379,635 $92.5M 4.02% +1,191 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: 314,803 shares; 2024Q4: 315,793 shares; 2025Q1: 314,436 shares; 2025Q2: 315,376 shares; 2025Q3: 318,116 shares 318,116 $69.8M 3.04% +2,740 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: 210,843 shares; 2024Q4: 214,320 shares; 2025Q1: 212,167 shares; 2025Q2: 211,639 shares; 2025Q3: 210,881 shares 210,881 $66.5M 2.89% -758 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,932 shares; 2024Q4: 319,696 shares; 2025Q1: 336,461 shares; 2025Q2: 338,333 shares; 2025Q3: 344,546 shares 344,546 $64.3M 2.8% +6,213 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: 121,349 shares; 2024Q4: 123,197 shares; 2025Q1: 123,178 shares; 2025Q2: 121,849 shares; 2025Q3: 123,123 shares 123,123 $61.9M 2.69% +1,274 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: 51,509 shares; 2024Q4: 51,124 shares; 2025Q1: 51,137 shares; 2025Q2: 50,965 shares; 2025Q3: 51,537 shares 51,537 $47.7M 2.08% +572 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: 57,625 shares; 2024Q4: 57,941 shares; 2025Q1: 58,838 shares; 2025Q2: 59,502 shares; 2025Q3: 61,734 shares 61,734 $45.3M 1.97% +2,232 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: 172,490 shares; 2024Q4: 169,583 shares; 2025Q1: 162,796 shares; 2025Q2: 162,068 shares; 2025Q3: 174,524 shares 174,524 $40.4M 1.76% +12,456 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: 80,142 shares; 2024Q4: 166,016 shares; 2025Q1: 167,399 shares; 2025Q2: 167,724 shares; 2025Q3: 177,358 shares 177,358 $36.1M 1.57% +9,634 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: 22,140 shares; 2024Q4: 41,544 shares; 2025Q1: 50,552 shares; 2025Q2: 50,118 shares; 2025Q3: 56,092 shares 56,092 $34.3M 1.49% +5,974 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: 160,254 shares; 2024Q4: 159,754 shares; 2025Q1: 157,027 shares; 2025Q2: 172,783 shares; 2025Q3: 178,024 shares 178,024 $33M 1.44% +5,241 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: 60,085 shares; 2024Q4: 60,583 shares; 2025Q1: 59,402 shares; 2025Q2: 58,604 shares; 2025Q3: 57,952 shares 57,952 $33M 1.43% -652 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,782 shares; 2025Q1: 28,052 shares; 2025Q2: 27,742 shares; 2025Q3: 27,641 shares 27,641 $32.2M 1.4% -101 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: 366,808 shares; 2024Q4: 377,120 shares; 2025Q1: 385,592 shares; 2025Q2: 389,391 shares; 2025Q3: 399,835 shares 399,835 $30.2M 1.31% +10,444 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: 167,697 shares; 2024Q4: 175,859 shares; 2025Q1: 178,043 shares; 2025Q2: 178,333 shares; 2025Q3: 191,319 shares 191,319 $29.4M 1.28% +12,986 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: 139,691 shares; 2024Q4: 131,849 shares; 2025Q1: 126,983 shares; 2025Q2: 124,570 shares; 2025Q3: 131,670 shares 131,670 $27M 1.17% +7,100 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: 95,444 shares; 2024Q4: 98,239 shares; 2025Q1: 98,737 shares; 2025Q2: 100,511 shares; 2025Q3: 103,246 shares 103,246 $25.9M 1.13% +2,735 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: 208,881 shares; 2024Q4: 199,281 shares; 2025Q1: 192,426 shares; 2025Q2: 190,755 shares; 2025Q3: 189,374 shares 189,374 $25.4M 1.1% -1,381 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: 246,575 shares; 2024Q4: 313,285 shares; 2025Q1: 339,017 shares; 2025Q2: 337,920 shares; 2025Q3: 385,388 shares 385,388 $25.2M 1.09% +47,468 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: 151,209 shares; 2024Q4: 148,462 shares; 2025Q1: 145,494 shares; 2025Q2: 143,306 shares; 2025Q3: 141,913 shares 141,913 $23.7M 1.03% -1,393 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: 91,358 shares; 2024Q4: 96,203 shares; 2025Q1: 96,892 shares; 2025Q2: 96,098 shares; 2025Q3: 99,530 shares 99,530 $23.5M 1.02% +3,432 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: 43,435 shares; 2024Q4: 46,505 shares; 2025Q1: 46,490 shares; 2025Q2: 46,616 shares; 2025Q3: 47,994 shares 47,994 $23.3M 1.01% +1,378 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: 62,980 shares; 2024Q4: 65,770 shares; 2025Q1: 65,994 shares; 2025Q2: 66,036 shares; 2025Q3: 67,874 shares 67,874 $23.2M 1.01% +1,838 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,099 shares; 2024Q4: 48,475 shares; 2025Q1: 57,388 shares; 2025Q2: 70,734 shares; 2025Q3: 82,817 shares 82,817 $23.1M 1.01% +12,083 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,104 shares; 2024Q4: 275,249 shares; 2025Q1: 316,059 shares; 2025Q2: 358,303 shares; 2025Q3: 450,306 shares 450,306 $22.8M 0.99% +92,003 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: 55,474 shares; 2024Q4: 56,071 shares; 2025Q1: 55,716 shares; 2025Q2: 56,107 shares; 2025Q3: 56,035 shares 56,035 $22.7M 0.99% -72 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: 87,612 shares; 2024Q4: 94,167 shares; 2025Q1: 92,421 shares; 2025Q2: 90,855 shares; 2025Q3: 89,859 shares 89,859 $21.8M 0.95% -996 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: 147,975 shares; 2024Q4: 154,497 shares; 2025Q1: 156,258 shares; 2025Q2: 157,335 shares; 2025Q3: 158,153 shares 158,153 $20.7M 0.9% +818 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: 100,600 shares; 2024Q4: 100,750 shares; 2025Q1: 98,670 shares; 2025Q2: 97,351 shares; 2025Q3: 95,351 shares 95,351 $20.1M 0.87% -2,000 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: 143,930 shares; 2024Q4: 178,136 shares; 2025Q1: 189,490 shares; 2025Q2: 184,728 shares; 2025Q3: 167,447 shares 167,447 $19.9M 0.87% -17,281 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,373 shares; 2024Q4: 77,353 shares; 2025Q1: 77,189 shares; 2025Q2: 77,113 shares; 2025Q3: 80,136 shares 80,136 $19.8M 0.86% +3,023 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,764 shares; 2024Q4: 69,268 shares; 2025Q1: 68,739 shares; 2025Q2: 68,378 shares; 2025Q3: 69,387 shares 69,387 $19M 0.83% +1,009 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,511 shares; 2025Q1: 42,145 shares; 2025Q2: 61,526 shares; 2025Q3: 72,979 shares 72,979 $18.9M 0.82% +11,453 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: 25,134 shares; 2024Q4: 26,921 shares; 2025Q1: 26,985 shares; 2025Q2: 26,837 shares; 2025Q3: 27,062 shares 27,062 $18.5M 0.8% +225 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: 44,510 shares; 2024Q4: 43,735 shares; 2025Q1: 42,384 shares; 2025Q2: 45,090 shares; 2025Q3: 47,573 shares 47,573 $17.8M 0.77% +2,483 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: 37,575 shares; 2024Q4: 44,008 shares; 2025Q1: 46,655 shares; 2025Q2: 55,194 shares; 2025Q3: 72,352 shares 72,352 $17.1M 0.75% +17,158 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: 171,701 shares; 2024Q4: 173,702 shares; 2025Q1: 171,308 shares; 2025Q2: 167,674 shares; 2025Q3: 166,151 shares 166,151 $17.1M 0.75% -1,523 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,948 shares; 2024Q4: 61,171 shares; 2025Q1: 58,022 shares; 2025Q2: 58,662 shares; 2025Q3: 58,120 shares 58,120 $17.1M 0.74% -542 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: 51,724 shares; 2024Q4: 57,990 shares; 2025Q1: 60,896 shares; 2025Q2: 61,296 shares; 2025Q3: 63,076 shares 63,076 $17M 0.74% +1,780 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: 123,839 shares; 2024Q4: 121,802 shares; 2025Q1: 121,922 shares; 2025Q2: 120,099 shares; 2025Q3: 118,014 shares 118,014 $16.6M 0.72% -2,085 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,665 shares; 2024Q4: 70,034 shares; 2025Q1: 68,925 shares; 2025Q2: 69,098 shares; 2025Q3: 67,302 shares 67,302 $16.5M 0.72% -1,796 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,023 shares; 2024Q4: 253,503 shares; 2025Q1: 255,815 shares; 2025Q2: 262,700 shares; 2025Q3: 270,399 shares 270,399 $16.4M 0.72% +7,699 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: 112,583 shares; 2024Q4: 106,192 shares; 2025Q1: 103,666 shares; 2025Q2: 103,618 shares; 2025Q3: 105,465 shares 105,465 $16.4M 0.71% +1,847 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: 47,761 shares; 2024Q4: 49,222 shares; 2025Q1: 48,502 shares; 2025Q2: 49,044 shares; 2025Q3: 48,447 shares 48,447 $14.7M 0.64% -597 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: 114,784 shares; 2024Q4: 112,542 shares; 2025Q1: 110,407 shares; 2025Q2: 112,058 shares; 2025Q3: 127,861 shares 127,861 $14.4M 0.63% +15,803 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: 2,775 shares; 2024Q4: 2,706 shares; 2025Q1: 2,635 shares; 2025Q2: 2,620 shares; 2025Q3: 2,578 shares 2,578 $13.9M 0.61% -42 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: 193,770 shares; 2024Q4: 194,397 shares; 2025Q1: 186,334 shares; 2025Q2: 188,621 shares; 2025Q3: 202,980 shares 202,980 $13.9M 0.6% +14,359 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: 51,214 shares; 2024Q4: 49,826 shares; 2025Q1: 45,325 shares; 2025Q2: 42,928 shares; 2025Q3: 45,001 shares 45,001 $12.7M 0.55% +2,073 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: 43,031 shares; 2024Q4: 44,938 shares; 2025Q1: 43,623 shares; 2025Q2: 45,010 shares; 2025Q3: 44,520 shares 44,520 $12.5M 0.54% -490 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 47,899 shares; 2025Q1: 45,331 shares; 2025Q2: 44,637 shares; 2025Q3: 44,194 shares 44,194 $12.1M 0.52% -443 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: 29,812 shares; 2024Q4: 31,699 shares; 2025Q1: 31,643 shares; 2025Q2: 32,393 shares; 2025Q3: 32,064 shares 32,064 $11.9M 0.52% -329 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: 79,898 shares; 2024Q4: 79,253 shares; 2025Q1: 78,779 shares; 2025Q2: 77,626 shares; 2025Q3: 76,900 shares 76,900 $11.1M 0.48% -726 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: 42,969 shares; 2024Q4: 43,123 shares; 2025Q1: 42,184 shares; 2025Q2: 42,086 shares; 2025Q3: 40,828 shares 40,828 $10.6M 0.46% -1,258 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,635 shares; 2024Q4: 167,561 shares; 2025Q1: 166,547 shares; 2025Q2: 165,672 shares; 2025Q3: 172,936 shares 172,936 $10.4M 0.45% +7,264 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,210 shares; 2024Q4: 62,078 shares; 2025Q1: 58,658 shares; 2025Q2: 58,688 shares; 2025Q3: 58,869 shares 58,869 $9.92M 0.43% +181 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,789 shares; 2024Q4: 203,311 shares; 2025Q1: 199,008 shares; 2025Q2: 194,629 shares; 2025Q3: 195,794 shares 195,794 $9.88M 0.43% +1,165 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: 11,144 shares; 2024Q4: 12,282 shares; 2025Q1: 13,334 shares; 2025Q2: 14,668 shares; 2025Q3: 14,642 shares 14,642 $9.75M 0.42% -26 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,975 shares; 2024Q4: 31,245 shares; 2025Q1: 31,202 shares; 2025Q2: 31,018 shares; 2025Q3: 30,719 shares 30,719 $9.23M 0.4% -299 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: 126,847 shares; 2024Q4: 116,338 shares; 2025Q1: 110,160 shares; 2025Q2: 108,847 shares; 2025Q3: 107,073 shares 107,073 $8.99M 0.39% -1,774 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,879 shares; 2024Q4: 62,800 shares; 2025Q1: 59,199 shares; 2025Q2: 54,036 shares; 2025Q3: 47,196 shares 47,196 $8.83M 0.38% -6,840 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,324 shares; 2024Q4: 18,771 shares; 2025Q1: 21,957 shares; 2025Q2: 24,701 shares; 2025Q3: 26,190 shares 26,190 $8.59M 0.37% +1,489 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,490 shares; 2025Q1: 59,021 shares; 2025Q2: 71,282 shares; 2025Q3: 85,005 shares 85,005 $8.56M 0.37% +13,723 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,837 shares; 2024Q4: 117,690 shares; 2025Q1: 108,276 shares; 2025Q2: 105,830 shares; 2025Q3: 100,339 shares 100,339 $8.49M 0.37% -5,491 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,243 shares; 2024Q4: 51,198 shares; 2025Q1: 47,297 shares; 2025Q2: 44,336 shares; 2025Q3: 42,995 shares 42,995 $8.27M 0.36% -1,341 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,703 shares; 2024Q4: 98,570 shares; 2025Q1: 97,424 shares; 2025Q2: 96,524 shares; 2025Q3: 94,038 shares 94,038 $8.24M 0.36% -2,486 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: 92,865 shares; 2024Q4: 96,240 shares; 2025Q1: 97,773 shares; 2025Q2: 100,321 shares; 2025Q3: 114,858 shares 114,858 $8.2M 0.36% +14,537 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: 21,102 shares; 2024Q4: 18,483 shares; 2025Q1: 17,592 shares; 2025Q2: 17,438 shares; 2025Q3: 17,449 shares 17,449 $7.98M 0.35% +11 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: 23,459 shares; 2024Q4: 23,169 shares; 2025Q1: 23,618 shares; 2025Q2: 23,504 shares; 2025Q3: 23,786 shares 23,786 $7.9M 0.34% +282 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,535 shares; 2024Q4: 30,973 shares; 2025Q1: 32,295 shares; 2025Q2: 33,115 shares; 2025Q3: 36,461 shares 36,461 $7.87M 0.34% +3,346 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: 14,008 shares; 2024Q4: 13,961 shares; 2025Q1: 13,895 shares; 2025Q2: 14,040 shares; 2025Q3: 14,669 shares 14,669 $7.32M 0.32% +629 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: 24,107 shares; 2024Q4: 26,972 shares; 2025Q1: 27,574 shares; 2025Q2: 28,991 shares; 2025Q3: 30,475 shares 30,475 $7.3M 0.32% +1,484 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: 13,187 shares; 2024Q4: 13,212 shares; 2025Q1: 11,595 shares; 2025Q2: 10,781 shares; 2025Q3: 10,825 shares 10,825 $7.25M 0.32% +44 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: 13,801 shares; 2024Q4: 13,565 shares; 2025Q1: 11,736 shares; 2025Q2: 11,122 shares; 2025Q3: 11,485 shares 11,485 $6.9M 0.3% +363 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: 3,299 shares; 2024Q4: 29,119 shares; 2025Q1: 40,230 shares; 2025Q2: 52,198 shares; 2025Q3: 60,200 shares 60,200 $6.89M 0.3% +8,002 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: 30,647 shares; 2024Q4: 30,805 shares; 2025Q1: 30,386 shares; 2025Q2: 30,901 shares; 2025Q3: 31,056 shares 31,056 $6.86M 0.3% +155 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: 8,117 shares; 2024Q4: 8,659 shares; 2025Q1: 8,617 shares; 2025Q2: 9,015 shares; 2025Q3: 8,983 shares 8,983 $6.85M 0.3% -32 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: 23,210 shares; 2024Q4: 23,245 shares; 2025Q1: 22,431 shares; 2025Q2: 22,259 shares; 2025Q3: 22,620 shares 22,620 $6.38M 0.28% +361 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 10,941 shares; 2025Q1: 12,474 shares; 2025Q2: 13,460 shares; 2025Q3: 15,056 shares 15,056 $6.36M 0.28% +1,596 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,090 shares; 2024Q4: 76,783 shares; 2025Q1: 85,658 shares; 2025Q2: 87,565 shares; 2025Q3: 92,410 shares 92,410 $6.25M 0.27% +4,845 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,365 shares; 2024Q4: 47,968 shares; 2025Q1: 46,896 shares; 2025Q2: 46,558 shares; 2025Q3: 45,739 shares 45,739 $5.87M 0.26% -819 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: 9,848 shares; 2024Q4: 17,881 shares; 2025Q1: 20,437 shares; 2025Q2: 21,937 shares; 2025Q3: 24,883 shares 24,883 $5.85M 0.25% +2,946 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: 102,241 shares; 2024Q4: 104,604 shares; 2025Q1: 103,363 shares; 2025Q2: 102,333 shares; 2025Q3: 107,408 shares 107,408 $5.82M 0.25% +5,075 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,780 shares; 2024Q4: 16,040 shares; 2025Q1: 16,507 shares; 2025Q2: 16,682 shares; 2025Q3: 17,537 shares 17,537 $5.79M 0.25% +855 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: 20,559 shares; 2024Q4: 20,385 shares; 2025Q1: 20,306 shares; 2025Q2: 20,432 shares; 2025Q3: 20,401 shares 20,401 $5.76M 0.25% -31 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,267 shares; 2024Q4: 19,085 shares; 2025Q1: 18,650 shares; 2025Q2: 18,474 shares; 2025Q3: 17,920 shares 17,920 $5.69M 0.25% -554 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: 12,745 shares; 2024Q4: 12,291 shares; 2025Q1: 11,953 shares; 2025Q2: 11,993 shares; 2025Q3: 11,918 shares 11,918 $5.69M 0.25% -75 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: 26,034 shares; 2024Q4: 31,282 shares; 2025Q1: 33,086 shares; 2025Q2: 26,380 shares; 2025Q3: 16,012 shares 16,012 $5.65M 0.25% -10,368 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: 408,123 shares; 2024Q4: 323,516 shares; 2025Q1: 282,485 shares; 2025Q2: 246,091 shares; 2025Q3: 216,719 shares 216,719 $5.52M 0.24% -29,372 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,654 shares; 2024Q4: 77,168 shares; 2025Q1: 75,305 shares; 2025Q2: 73,336 shares; 2025Q3: 72,721 shares 72,721 $5.41M 0.24% -615 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,389 shares; 2024Q4: 25,061 shares; 2025Q1: 24,802 shares; 2025Q2: 24,961 shares; 2025Q3: 24,812 shares 24,812 $5.33M 0.23% -149 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: 57,461 shares; 2024Q4: 54,617 shares; 2025Q1: 47,674 shares; 2025Q2: 45,181 shares; 2025Q3: 45,732 shares 45,732 $5.24M 0.23% +551 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 18,458 shares; 2025Q1: 17,047 shares; 2025Q2: 16,956 shares; 2025Q3: 16,767 shares 16,767 $4.83M 0.21% -189 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: 261,009 shares; 2024Q4: 220,381 shares; 2025Q1: 189,965 shares; 2025Q2: 167,782 shares; 2025Q3: 153,379 shares 153,379 $4.82M 0.21% -14,403 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: 109,179 shares; 2024Q4: 93,652 shares; 2025Q1: 91,521 shares; 2025Q2: 91,220 shares; 2025Q3: 93,020 shares 93,020 $4.8M 0.21% +1,800 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: 119,702 shares; 2024Q4: 112,100 shares; 2025Q1: 106,731 shares; 2025Q2: 108,375 shares; 2025Q3: 108,151 shares 108,151 $4.75M 0.21% -224 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: 81,952 shares; 2024Q4: 78,854 shares; 2025Q1: 77,489 shares; 2025Q2: 76,447 shares; 2025Q3: 76,035 shares 76,035 $4.75M 0.21% -412 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 6,061 shares; 2025Q1: 6,061 shares; 2025Q2: 6,203 shares; 2025Q3: 6,279 shares 6,279 $4.69M 0.2% +76 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: 39,543 shares; 2024Q4: 38,926 shares; 2025Q1: 36,591 shares; 2025Q2: 36,757 shares; 2025Q3: 36,525 shares 36,525 $4.63M 0.2% -232 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: 21,140 shares; 2024Q4: 24,286 shares; 2025Q1: 24,025 shares; 2025Q2: 23,819 shares; 2025Q3: 22,729 shares 22,729 $4.51M 0.2% -1,090 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,226 shares; 2024Q4: 45,936 shares; 2025Q1: 56,842 shares; 2025Q2: 54,306 shares; 2025Q3: 56,042 shares 56,042 $4.48M 0.2% +1,736 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: 18,083 shares; 2024Q4: 18,166 shares; 2025Q1: 17,774 shares; 2025Q2: 20,409 shares; 2025Q3: 20,039 shares 20,039 $4.26M 0.19% -370 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: 63,949 shares; 2024Q4: 51,929 shares; 2025Q1: 50,228 shares; 2025Q2: 47,912 shares; 2025Q3: 43,521 shares 43,521 $4.14M 0.18% -4,391 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 8,952 shares; 2025Q1: 8,733 shares; 2025Q2: 8,548 shares; 2025Q3: 8,571 shares 8,571 $4.07M 0.18% +23 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,063 shares; 2024Q4: 24,872 shares; 2025Q1: 23,781 shares; 2025Q2: 23,616 shares; 2025Q3: 23,359 shares 23,359 $4.06M 0.18% -257 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: 88,144 shares; 2024Q4: 81,369 shares; 2025Q1: 73,385 shares; 2025Q2: 60,830 shares; 2025Q3: 57,609 shares 57,609 $4.02M 0.17% -3,221 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,802 shares; 2024Q4: 62,883 shares; 2025Q1: 61,766 shares; 2025Q2: 61,314 shares; 2025Q3: 59,615 shares 59,615 $3.99M 0.17% -1,699 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: 79,045 shares; 2024Q4: 68,605 shares; 2025Q1: 58,419 shares; 2025Q2: 59,124 shares; 2025Q3: 58,851 shares 58,851 $3.9M 0.17% -273 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 29,011 shares; 2025Q1: 30,526 shares; 2025Q2: 25,659 shares; 2025Q3: 26,199 shares 26,199 $3.69M 0.16% +540 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: 8,840 shares; 2024Q4: 9,137 shares; 2025Q1: 9,341 shares; 2025Q2: 9,626 shares; 2025Q3: 10,056 shares 10,056 $3.57M 0.16% +430 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,823 shares; 2025Q1: 43,203 shares; 2025Q2: 48,022 shares; 2025Q3: 57,631 shares 57,631 $3.31M 0.14% +9,609 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: 72,804 shares; 2024Q4: 66,451 shares; 2025Q1: 65,969 shares; 2025Q2: 66,037 shares; 2025Q3: 66,321 shares 66,321 $3.21M 0.14% +284 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: 6,266 shares; 2024Q4: 6,029 shares; 2025Q1: 6,139 shares; 2025Q2: 6,161 shares; 2025Q3: 6,161 shares 6,161 $3M 0.13% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,961 shares; 2025Q1: 29,888 shares; 2025Q2: 29,110 shares; 2025Q3: 22,333 shares 22,333 $2.99M 0.13% -6,777 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: 35,725 shares; 2024Q4: 38,993 shares; 2025Q1: 39,544 shares; 2025Q2: 12,745 shares; 2025Q3: 8,637 shares 8,637 $2.98M 0.13% -4,108 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: 14,568 shares; 2024Q4: 13,575 shares; 2025Q1: 10,964 shares; 2025Q2: 6,761 shares; 2025Q3: 6,694 shares 6,694 $2.98M 0.13% -67 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: 6,993 shares; 2024Q4: 7,910 shares; 2025Q1: 8,358 shares; 2025Q2: 10,266 shares; 2025Q3: 9,810 shares 9,810 $2.95M 0.13% -456 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,160 shares; 2024Q4: 15,153 shares; 2025Q1: 14,811 shares; 2025Q2: 14,537 shares; 2025Q3: 14,862 shares 14,862 $2.94M 0.13% +325 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 8,314 shares; 2025Q1: 8,558 shares; 2025Q2: 9,827 shares; 2025Q3: 9,692 shares 9,692 $2.85M 0.12% -135 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: 42,086 shares; 2024Q4: 43,282 shares; 2025Q1: 41,480 shares; 2025Q2: 43,169 shares; 2025Q3: 42,200 shares 42,200 $2.79M 0.12% -969 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: 106,472 shares; 2024Q4: 108,903 shares; 2025Q1: 102,124 shares; 2025Q2: 106,101 shares; 2025Q3: 96,616 shares 96,616 $2.73M 0.12% -9,485 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,652 shares; 2024Q4: 21,089 shares; 2025Q1: 20,749 shares; 2025Q2: 20,802 shares; 2025Q3: 22,123 shares 22,123 $2.73M 0.12% +1,321 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: 13,382 shares; 2024Q4: 13,676 shares; 2025Q1: 13,889 shares; 2025Q2: 14,702 shares; 2025Q3: 14,811 shares 14,811 $2.72M 0.12% +109 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,368 shares; 2024Q4: 63,492 shares; 2025Q1: 43,645 shares; 2025Q2: 40,822 shares; 2025Q3: 34,151 shares 34,151 $2.57M 0.11% -6,671 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: 39,456 shares; 2024Q4: 45,051 shares; 2025Q1: 43,848 shares; 2025Q2: 44,871 shares; 2025Q3: 56,476 shares 56,476 $2.55M 0.11% +11,605 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: 70,244 shares; 2024Q4: 71,489 shares; 2025Q1: 71,792 shares; 2025Q2: 71,305 shares; 2025Q3: 71,180 shares 71,180 $2.53M 0.11% -125 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,138 shares; 2024Q4: 14,126 shares; 2025Q1: 13,986 shares; 2025Q2: 13,784 shares; 2025Q3: 14,269 shares 14,269 $2.44M 0.11% +485 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,128 shares; 2024Q4: 30,128 shares; 2025Q1: 30,128 shares; 2025Q2: 30,128 shares; 2025Q3: 30,128 shares 30,128 $2.39M 0.1% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,105 shares; 2024Q4: 53,030 shares; 2025Q1: 15,572 shares; 2025Q2: 15,457 shares; 2025Q3: 15,197 shares 15,197 $2.36M 0.1% -260 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: 7,101 shares; 2024Q4: 7,086 shares; 2025Q1: 7,038 shares; 2025Q2: 7,031 shares; 2025Q3: 6,856 shares 6,856 $2.34M 0.1% -175 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 39,444 shares; 2025Q1: 43,726 shares; 2025Q2: 73,332 shares; 2025Q3: 73,332 shares 73,332 $2.23M 0.1% 0 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: 13,579 shares; 2024Q4: 13,400 shares; 2025Q1: 14,037 shares; 2025Q2: 14,301 shares; 2025Q3: 14,039 shares 14,039 $2.23M 0.1% -262 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,766 shares; 2024Q4: 38,929 shares; 2025Q1: 37,519 shares; 2025Q2: 37,257 shares; 2025Q3: 36,931 shares 36,931 $2.2M 0.1% -326 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,445 shares; 2024Q4: 24,437 shares; 2025Q1: 22,281 shares; 2025Q2: 23,663 shares; 2025Q3: 23,222 shares 23,222 $2.2M 0.1% -441 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,571 shares; 2024Q4: 25,162 shares; 2025Q1: 24,661 shares; 2025Q2: 24,661 shares; 2025Q3: 22,734 shares 22,734 $2.2M 0.1% -1,927 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,579 shares; 2024Q4: 32,008 shares; 2025Q1: 30,824 shares; 2025Q2: 32,281 shares; 2025Q3: 31,996 shares 31,996 $2.19M 0.1% -285 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: 7,741 shares; 2024Q4: 8,129 shares; 2025Q1: 8,159 shares; 2025Q2: 8,421 shares; 2025Q3: 8,385 shares 8,385 $2.13M 0.09% -36 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,406 shares; 2024Q4: 35,548 shares; 2025Q1: 35,729 shares; 2025Q2: 35,460 shares; 2025Q3: 35,361 shares 35,361 $2.1M 0.09% -99 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: 17,495 shares; 2024Q4: 20,386 shares; 2025Q1: 20,783 shares; 2025Q2: 22,121 shares; 2025Q3: 22,411 shares 22,411 $2.09M 0.09% +290 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: 5,120 shares; 2024Q4: 5,095 shares; 2025Q1: 5,130 shares; 2025Q2: 5,137 shares; 2025Q3: 4,662 shares 4,662 $2.08M 0.09% -475 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 494 shares; 2025Q1: 480 shares; 2025Q2: 477 shares; 2025Q3: 476 shares 476 $2.04M 0.09% -1 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 7,687 shares; 2025Q1: 8,205 shares; 2025Q2: 8,567 shares; 2025Q3: 8,412 shares 8,412 $1.86M 0.08% -155 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,420 shares; 2024Q4: 60,313 shares; 2025Q1: 57,228 shares; 2025Q2: 52,694 shares; 2025Q3: 52,277 shares 52,277 $1.85M 0.08% -417 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: 14,744 shares; 2024Q4: 12,869 shares; 2025Q1: 12,519 shares; 2025Q2: 11,953 shares; 2025Q3: 11,370 shares 11,370 $1.84M 0.08% -583 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: 13,869 shares; 2024Q4: 14,275 shares; 2025Q1: 14,036 shares; 2025Q2: 14,640 shares; 2025Q3: 14,537 shares 14,537 $1.81M 0.08% -103 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,836 shares; 2024Q4: 27,750 shares; 2025Q1: 20,620 shares; 2025Q2: 21,345 shares; 2025Q3: 21,583 shares 21,583 $1.73M 0.08% +238 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: 7,297 shares; 2024Q4: 10,958 shares; 2025Q1: 11,215 shares; 2025Q2: 9,810 shares; 2025Q3: 9,555 shares 9,555 $1.67M 0.07% -255 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 9,232 shares; 2025Q1: 8,750 shares; 2025Q2: 7,980 shares; 2025Q3: 7,948 shares 7,948 $1.66M 0.07% -32 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 18,503 shares; 2025Q1: 18,503 shares; 2025Q2: 18,503 shares; 2025Q3: 18,290 shares 18,290 $1.64M 0.07% -213 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,596 shares; 2024Q4: 25,513 shares; 2025Q1: 25,022 shares; 2025Q2: 24,826 shares; 2025Q3: 24,369 shares 24,369 $1.63M 0.07% -457 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,365 shares; 2024Q4: 57,365 shares; 2025Q1: 57,365 shares; 2025Q2: 57,365 shares; 2025Q3: 57,365 shares 57,365 $1.62M 0.07% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,184 shares; 2024Q4: 17,184 shares; 2025Q1: 17,184 shares; 2025Q2: 17,184 shares; 2025Q3: 16,864 shares 16,864 $1.62M 0.07% -320 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: 14,052 shares; 2024Q4: 13,666 shares; 2025Q1: 12,386 shares; 2025Q2: 12,761 shares; 2025Q3: 13,011 shares 13,011 $1.61M 0.07% +250 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: 9,433 shares; 2024Q4: 9,392 shares; 2025Q1: 9,408 shares; 2025Q2: 9,544 shares; 2025Q3: 9,513 shares 9,513 $1.58M 0.07% -31 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 17,752 shares; 2025Q1: 17,098 shares; 2025Q2: 16,904 shares; 2025Q3: 16,698 shares 16,698 $1.58M 0.07% -206 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 5,490 shares; 2025Q1: 5,685 shares; 2025Q2: 5,642 shares; 2025Q3: 5,426 shares 5,426 $1.52M 0.07% -216 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,816 shares; 2024Q4: 11,239 shares; 2025Q1: 11,116 shares; 2025Q2: 11,040 shares; 2025Q3: 10,750 shares 10,750 $1.51M 0.07% -290 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: 51,033 shares; 2024Q4: 49,459 shares; 2025Q1: 45,643 shares; 2025Q2: 46,302 shares; 2025Q3: 44,352 shares 44,352 $1.49M 0.06% -1,950 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,440 shares; 2025Q1: 15,960 shares; 2025Q2: 14,736 shares; 2025Q3: 14,736 shares 14,736 $1.49M 0.06% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,997 shares; 2025Q1: 3,012 shares; 2025Q2: 3,031 shares; 2025Q3: 3,022 shares 3,022 $1.48M 0.06% -9 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,095 shares; 2025Q1: 8,118 shares; 2025Q2: 8,664 shares; 2025Q3: 8,575 shares 8,575 $1.48M 0.06% -89 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: 8,438 shares; 2024Q4: 12,528 shares; 2025Q1: 13,865 shares; 2025Q2: 14,865 shares; 2025Q3: 16,862 shares 16,862 $1.47M 0.06% +1,997 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: 846 shares; 2025Q1: 1,076 shares; 2025Q2: 4,061 shares; 2025Q3: 24,933 shares 24,933 $1.47M 0.06% +20,872 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: 4,979 shares; 2024Q4: 4,165 shares; 2025Q1: 4,447 shares; 2025Q2: 4,478 shares; 2025Q3: 7,862 shares 7,862 $1.47M 0.06% +3,384 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,025 shares; 2024Q4: 26,981 shares; 2025Q1: 26,690 shares; 2025Q2: 26,535 shares; 2025Q3: 25,611 shares 25,611 $1.42M 0.06% -924 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 54,678 shares; 2025Q1: 54,678 shares; 2025Q2: 54,678 shares; 2025Q3: 54,678 shares 54,678 $1.41M 0.06% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 18,416 shares; 2025Q1: 17,582 shares; 2025Q2: 17,952 shares; 2025Q3: 16,805 shares 16,805 $1.4M 0.06% -1,147 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,146 shares; 2024Q4: 15,646 shares; 2025Q1: 15,646 shares; 2025Q2: 15,592 shares; 2025Q3: 15,420 shares 15,420 $1.4M 0.06% -172 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $1.4M 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,785 shares; 2025Q1: 1,837 shares; 2025Q2: 2,299 shares; 2025Q3: 2,275 shares 2,275 $1.4M 0.06% -24 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: 32,778 shares; 2024Q4: 32,081 shares; 2025Q1: 29,668 shares; 2025Q2: 29,976 shares; 2025Q3: 30,070 shares 30,070 $1.37M 0.06% +94 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: 2,448 shares; 2024Q4: 2,310 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,843 shares 2,843 $1.36M 0.06% +348 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 5,126 shares; 2025Q2: 4,876 shares; 2025Q3: 4,875 shares 4,875 $1.36M 0.06% -1 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: 9,550 shares; 2024Q4: 11,726 shares; 2025Q1: 11,656 shares; 2025Q2: 11,976 shares; 2025Q3: 12,100 shares 12,100 $1.34M 0.06% +124 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 630 shares; 2025Q1: 615 shares; 2025Q2: 731 shares; 2025Q3: 699 shares 699 $1.34M 0.06% -32 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,659 shares; 2024Q4: 17,659 shares; 2025Q1: 18,671 shares; 2025Q2: 17,426 shares; 2025Q3: 17,126 shares 17,126 $1.31M 0.06% -300 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,421 shares; 2024Q4: 13,339 shares; 2025Q1: 12,760 shares; 2025Q2: 11,696 shares; 2025Q3: 11,650 shares 11,650 $1.3M 0.06% -46 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: 8,409 shares; 2024Q4: 9,358 shares; 2025Q1: 8,695 shares; 2025Q2: 10,682 shares; 2025Q3: 11,505 shares 11,505 $1.25M 0.05% +823 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: 1,496 shares; 2024Q4: 1,521 shares; 2025Q1: 1,528 shares; 2025Q2: 1,598 shares; 2025Q3: 1,602 shares 1,602 $1.21M 0.05% +4 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: 13,427 shares; 2025Q1: 13,049 shares; 2025Q2: 12,870 shares; 2025Q3: 12,957 shares 12,957 $1.18M 0.05% +87 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,144 shares; 2025Q1: 1,111 shares; 2025Q2: 1,098 shares; 2025Q3: 1,093 shares 1,093 $1.18M 0.05% -5 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: 15,678 shares; 2024Q4: 16,231 shares; 2025Q1: 14,917 shares; 2025Q2: 14,619 shares; 2025Q3: 13,021 shares 13,021 $1.17M 0.05% -1,598 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 12,468 shares; 2025Q1: 11,754 shares; 2025Q2: 11,407 shares; 2025Q3: 11,224 shares 11,224 $1.15M 0.05% -183 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 12,893 shares; 2025Q1: 12,075 shares; 2025Q2: 13,196 shares; 2025Q3: 14,356 shares 14,356 $1.13M 0.05% +1,160 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,896 shares; 2024Q4: 14,260 shares; 2025Q1: 14,106 shares; 2025Q2: 12,218 shares; 2025Q3: 14,081 shares 14,081 $1.1M 0.05% +1,863 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 7,492 shares; 2025Q1: 7,037 shares; 2025Q2: 7,880 shares; 2025Q3: 7,864 shares 7,864 $1.09M 0.05% -16 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: 6,275 shares; 2024Q4: 9,392 shares; 2025Q1: 13,833 shares; 2025Q2: 14,414 shares; 2025Q3: 16,486 shares 16,486 $1.09M 0.05% +2,072 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,375 shares; 2024Q4: 20,471 shares; 2025Q1: 14,999 shares; 2025Q2: 12,653 shares; 2025Q3: 11,202 shares 11,202 $1.07M 0.05% -1,451 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: 2,240 shares; 2024Q4: 2,185 shares; 2025Q1: 1,907 shares; 2025Q2: 2,388 shares; 2025Q3: 6,250 shares 6,250 $1.07M 0.05% +3,862 Timeline TAN 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: 26,960 shares; 2024Q4: 26,540 shares; 2025Q1: 26,516 shares; 2025Q2: 25,283 shares; 2025Q3: 24,341 shares 24,341 $1.06M 0.05% -942 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: 1,264 shares; 2024Q4: 1,272 shares; 2025Q1: 1,367 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares 2,170 $1.02M 0.04% 0 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: 11,079 shares; 2024Q4: 11,739 shares; 2025Q1: 11,499 shares; 2025Q2: 11,972 shares; 2025Q3: 12,098 shares 12,098 $1.01M 0.04% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 20,426 shares 20,426 $1.01M 0.04% +15,426 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: 467 shares; 2024Q4: 1,091 shares; 2025Q1: 1,098 shares; 2025Q2: 1,092 shares; 2025Q3: 1,096 shares 1,096 $1.01M 0.04% +4 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,141 shares; 2025Q1: 1,104 shares; 2025Q2: 1,052 shares; 2025Q3: 1,252 shares 1,252 $997K 0.04% +200 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: 18,063 shares; 2024Q4: 17,078 shares; 2025Q1: 16,165 shares; 2025Q2: 16,015 shares; 2025Q3: 15,645 shares 15,645 $957K 0.04% -370 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: 4,954 shares; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,954 shares; 2025Q3: 4,947 shares 4,947 $953K 0.04% -7 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,803 shares; 2024Q4: 13,464 shares; 2025Q1: 13,015 shares; 2025Q2: 12,653 shares; 2025Q3: 11,478 shares 11,478 $945K 0.04% -1,175 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 6,839 shares; 2025Q1: 6,912 shares; 2025Q2: 6,807 shares; 2025Q3: 6,897 shares 6,897 $889K 0.04% +90 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: 17,982 shares; 2024Q4: 17,269 shares; 2025Q1: 14,813 shares; 2025Q2: 12,015 shares; 2025Q3: 11,390 shares 11,390 $887K 0.04% -625 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,355 shares; 2024Q4: 15,546 shares; 2025Q1: 8,063 shares; 2025Q2: 7,952 shares; 2025Q3: 6,577 shares 6,577 $886K 0.04% -1,375 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,053 shares; 2025Q1: 4,084 shares; 2025Q2: 4,728 shares; 2025Q3: 4,709 shares 4,709 $884K 0.04% -19 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 5,378 shares; 2025Q1: 4,208 shares; 2025Q2: 5,218 shares; 2025Q3: 5,424 shares 5,424 $878K 0.04% +206 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,636 shares; 2025Q1: 7,546 shares; 2025Q2: 6,677 shares; 2025Q3: 6,677 shares 6,677 $876K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 3,152 shares; 2025Q1: 2,649 shares; 2025Q2: 2,629 shares; 2025Q3: 3,319 shares 3,319 $864K 0.04% +690 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 10,108 shares; 2025Q1: 9,888 shares; 2025Q2: 9,374 shares; 2025Q3: 9,374 shares 9,374 $864K 0.04% 0 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: 23,378 shares; 2024Q4: 24,770 shares; 2025Q1: 21,089 shares; 2025Q2: 20,889 shares; 2025Q3: 17,027 shares 17,027 $859K 0.04% -3,862 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 5,993 shares; 2025Q1: 5,964 shares; 2025Q2: 5,777 shares; 2025Q3: 5,707 shares 5,707 $842K 0.04% -70 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: 5,188 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,024 shares; 2025Q3: 2,730 shares 2,730 $840K 0.04% -2,294 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,023 shares; 2025Q1: 4,913 shares; 2025Q2: 5,013 shares; 2025Q3: 5,004 shares 5,004 $835K 0.04% -9 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: 5,415 shares; 2024Q4: 9,215 shares; 2025Q1: 9,115 shares; 2025Q2: 10,215 shares; 2025Q3: 10,060 shares 10,060 $825K 0.04% -155 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,536 shares; 2025Q1: 8,994 shares; 2025Q2: 17,257 shares; 2025Q3: 18,182 shares 18,182 $800K 0.03% +925 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: 12,207 shares; 2024Q4: 12,960 shares; 2025Q1: 12,970 shares; 2025Q2: 14,725 shares; 2025Q3: 14,725 shares 14,725 $786K 0.03% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.03% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,080 shares; 2025Q1: 14,080 shares; 2025Q2: 14,619 shares; 2025Q3: 14,619 shares 14,619 $732K 0.03% 0 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: 5,019 shares; 2024Q4: 7,355 shares; 2025Q1: 7,904 shares; 2025Q2: 7,871 shares; 2025Q3: 7,985 shares 7,985 $730K 0.03% +114 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,625 shares; 2024Q4: 35,030 shares; 2025Q1: 30,898 shares; 2025Q2: 30,378 shares; 2025Q3: 30,832 shares 30,832 $729K 0.03% +454 Timeline UNB UNION BANKSHARES INC More: the full row for UNION BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,423 shares; 2024Q4: 30,423 shares; 2025Q1: 30,423 shares; 2025Q2: 29,123 shares; 2025Q3: 29,323 shares 29,323 $726K 0.03% +200 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: 556 shares; 2024Q4: 570 shares; 2025Q1: 604 shares; 2025Q2: 598 shares; 2025Q3: 604 shares 604 $724K 0.03% +6 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,436 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares 2,412 $723K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,039 shares; 2025Q1: 4,607 shares; 2025Q2: 4,607 shares; 2025Q3: 4,607 shares 4,607 $723K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $715K 0.03% 0 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: 3,106 shares; 2024Q4: 3,108 shares; 2025Q1: 4,180 shares; 2025Q2: 4,781 shares; 2025Q3: 4,975 shares 4,975 $707K 0.03% +194 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: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,479 shares 2,479 $699K 0.03% +29 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,454 shares; 2025Q3: 2,403 shares 2,403 $690K 0.03% -51 Timeline ICLN 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: 45,799 shares; 2024Q4: 49,676 shares; 2025Q1: 45,652 shares; 2025Q2: 45,526 shares; 2025Q3: 44,486 shares 44,486 $689K 0.03% -1,040 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,478 shares; 2025Q2: 4,478 shares; 2025Q3: 4,707 shares 4,707 $671K 0.03% +229 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,984 shares; 2024Q4: 24,680 shares; 2025Q1: 24,680 shares; 2025Q2: 25,007 shares; 2025Q3: 24,620 shares 24,620 $667K 0.03% -387 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: 1,095 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,097 shares; 2025Q3: 1,088 shares 1,088 $663K 0.03% -9 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: 4,644 shares; 2024Q4: 4,873 shares; 2025Q1: 4,873 shares; 2025Q2: 4,873 shares; 2025Q3: 4,633 shares 4,633 $660K 0.03% -240 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 2,824 shares; 2025Q2: 2,824 shares; 2025Q3: 2,755 shares 2,755 $650K 0.03% -69 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,456 shares; 2025Q1: 1,491 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares 1,358 $630K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 6,494 shares; 2025Q1: 6,282 shares; 2025Q2: 6,264 shares; 2025Q3: 6,264 shares 6,264 $630K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,701 shares; 2025Q1: 1,711 shares; 2025Q2: 1,794 shares; 2025Q3: 1,797 shares 1,797 $628K 0.03% +3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,432 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,532 shares 2,532 $625K 0.03% +90 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: 4,623 shares; 2024Q4: 4,780 shares; 2025Q1: 4,360 shares; 2025Q2: 4,562 shares; 2025Q3: 4,562 shares 4,562 $621K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 16,707 shares; 2025Q1: 16,607 shares; 2025Q2: 14,546 shares; 2025Q3: 14,616 shares 14,616 $619K 0.03% +70 Timeline SPYX 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: 11,550 shares; 2024Q4: 11,550 shares; 2025Q1: 11,120 shares; 2025Q2: 11,371 shares; 2025Q3: 11,251 shares 11,251 $617K 0.03% -120 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 9,564 shares; 2025Q1: 9,125 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares 9,825 $613K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,185 shares; 2025Q1: 2,342 shares; 2025Q2: 3,044 shares; 2025Q3: 2,970 shares 2,970 $605K 0.03% -74 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,497 shares; 2025Q1: 2,559 shares; 2025Q2: 3,197 shares; 2025Q3: 3,328 shares 3,328 $588K 0.03% +131 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 6,858 shares; 2025Q1: 6,319 shares; 2025Q2: 5,186 shares; 2025Q3: 5,136 shares 5,136 $571K 0.02% -50 Timeline RSP 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: 2,029 shares; 2024Q4: 2,207 shares; 2025Q1: 2,728 shares; 2025Q2: 3,031 shares; 2025Q3: 3,004 shares 3,004 $570K 0.02% -27 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: 3,074 shares; 2024Q4: 2,605 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,620 shares 2,620 $565K 0.02% +100 Timeline SUSA 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: 5,537 shares; 2024Q4: 5,544 shares; 2025Q1: 4,144 shares; 2025Q2: 4,171 shares; 2025Q3: 4,156 shares 4,156 $564K 0.02% -15 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 6,630 shares; 2025Q1: 7,630 shares; 2025Q2: 7,630 shares; 2025Q3: 7,630 shares 7,630 $561K 0.02% 0 Timeline IJJ 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: 3,376 shares; 2024Q4: 4,317 shares; 2025Q1: 4,691 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares 4,317 $560K 0.02% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,169 shares 2,169 $556K 0.02% 0 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: 406 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,106 shares 1,106 $552K 0.02% +20 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,154 shares 1,154 $550K 0.02% +9 Timeline USMV 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: 4,206 shares; 2024Q4: 3,772 shares; 2025Q1: 4,126 shares; 2025Q2: 5,522 shares; 2025Q3: 5,577 shares 5,577 $531K 0.02% +55 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,506 shares; 2025Q1: 2,406 shares; 2025Q2: 2,442 shares; 2025Q3: 2,389 shares 2,389 $524K 0.02% -53 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 7,833 shares; 2025Q1: 7,386 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares 7,300 $522K 0.02% 0 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: 2,929 shares; 2024Q4: 3,599 shares; 2025Q1: 2,652 shares; 2025Q2: 2,306 shares; 2025Q3: 2,276 shares 2,276 $518K 0.02% -30 Timeline IUSG 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: 67 shares; 2025Q1: 2,320 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares 3,098 $510K 0.02% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,657 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,669 shares 8,669 $508K 0.02% -87 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,372 shares; 2025Q1: 2,447 shares; 2025Q2: 2,597 shares; 2025Q3: 2,597 shares 2,597 $505K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,361 shares 2,361 $494K 0.02% +28 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,629 shares; 2025Q1: 2,691 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares 2,629 $492K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,671 shares; 2025Q1: 3,621 shares; 2025Q2: 3,611 shares; 2025Q3: 3,611 shares 3,611 $489K 0.02% 0 Timeline IVW 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: 2,653 shares; 2024Q4: 3,241 shares; 2025Q1: 4,261 shares; 2025Q2: 3,808 shares; 2025Q3: 4,034 shares 4,034 $487K 0.02% +226 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,435 shares; 2024Q4: 13,435 shares; 2025Q1: 13,385 shares; 2025Q2: 13,385 shares; 2025Q3: 13,385 shares 13,385 $473K 0.02% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,355 shares; 2024Q4: 34,355 shares; 2025Q1: 34,355 shares; 2025Q2: 34,355 shares; 2025Q3: 34,355 shares 34,355 $470K 0.02% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,481 shares 2,481 $466K 0.02% 0 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: 3,715 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,687 shares 3,687 $464K 0.02% -23 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: 975 shares; 2024Q4: 970 shares; 2025Q1: 960 shares; 2025Q2: 946 shares; 2025Q3: 946 shares 946 $464K 0.02% 0 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: 2,546 shares; 2024Q4: 3,168 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 5,554 shares 5,554 $457K 0.02% +2,510 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 3,979 shares; 2025Q1: 3,240 shares; 2025Q2: 2,300 shares; 2025Q3: 2,210 shares 2,210 $444K 0.02% -90 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: 1,900 shares; 2024Q4: 1,998 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,812 shares 1,812 $438K 0.02% -50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,547 shares; 2025Q1: 4,169 shares; 2025Q2: 4,119 shares; 2025Q3: 3,405 shares 3,405 $421K 0.02% -714 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 5,720 shares; 2025Q1: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 4,728 shares 4,728 $420K 0.02% -890 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,362 shares; 2025Q2: 1,325 shares; 2025Q3: 1,328 shares 1,328 $411K 0.02% +3 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,276 shares; 2025Q1: 4,326 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares 4,176 $408K 0.02% 0 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: 1,123 shares; 2024Q4: 1,088 shares; 2025Q1: 1,193 shares; 2025Q2: 1,381 shares; 2025Q3: 2,735 shares 2,735 $400K 0.02% +1,354 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,643 shares; 2024Q4: 20,643 shares; 2025Q1: 20,643 shares; 2025Q2: 20,643 shares; 2025Q3: 20,643 shares 20,643 $398K 0.02% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 10,354 shares; 2025Q1: 8,015 shares; 2025Q2: 7,264 shares; 2025Q3: 5,934 shares 5,934 $391K 0.02% -1,330 Timeline DGRO 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: 3,001 shares; 2024Q4: 4,451 shares; 2025Q1: 4,451 shares; 2025Q2: 5,200 shares; 2025Q3: 5,722 shares 5,722 $390K 0.02% +522 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares 3,015 $387K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 2,289 shares; 2025Q3: 3,311 shares 3,311 $384K 0.02% +1,022 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 4,128 shares; 2025Q3: 4,003 shares 4,003 $377K 0.02% -125 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: 14,382 shares; 2024Q4: 19,181 shares; 2025Q1: 19,000 shares; 2025Q2: 18,095 shares; 2025Q3: 18,095 shares 18,095 $369K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,769 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares 1,774 $366K 0.02% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 14,461 shares; 2025Q1: 14,461 shares; 2025Q2: 13,766 shares; 2025Q3: 13,766 shares 13,766 $356K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,292 shares; 2025Q1: 3,177 shares; 2025Q2: 3,242 shares; 2025Q3: 3,256 shares 3,256 $342K 0.01% +14 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,162 shares; 2025Q2: 4,162 shares; 2025Q3: 4,162 shares 4,162 $341K 0.01% 0 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: 431 shares; 2024Q4: 1,111 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 1,124 shares 1,124 $335K 0.01% +229 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares 1,580 $334K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,949 shares; 2025Q1: 2,315 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares 2,355 $333K 0.01% 0 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: 888 shares; 2024Q4: 1,092 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,005 shares 1,005 $331K 0.01% -54 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,383 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares 6,150 $328K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,527 shares; 2025Q3: 1,796 shares 1,796 $328K 0.01% +269 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares 1,715 $325K 0.01% 0 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: 6,933 shares; 2024Q4: 6,145 shares; 2025Q1: 5,008 shares; 2025Q2: 4,160 shares; 2025Q3: 3,860 shares 3,860 $322K 0.01% -300 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,216 shares 8,216 $322K 0.01% +16 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 3,386 shares; 2025Q1: 2,549 shares; 2025Q2: 2,892 shares; 2025Q3: 2,647 shares 2,647 $321K 0.01% -245 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 8,377 shares; 2025Q1: 7,823 shares; 2025Q2: 7,019 shares; 2025Q3: 6,783 shares 6,783 $320K 0.01% -236 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: 970 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 988 shares 988 $316K 0.01% +53 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 393 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares 403 $311K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 2,106 shares; 2025Q1: 1,883 shares; 2025Q2: 2,314 shares; 2025Q3: 2,514 shares 2,514 $308K 0.01% +200 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,220 shares 6,220 $305K 0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares 4,750 $302K 0.01% 0 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: 2,742 shares; 2024Q4: 3,696 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 4,095 shares 4,095 $298K 0.01% +500 Timeline PBD 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: 20,359 shares; 2024Q4: 19,638 shares; 2025Q1: 20,532 shares; 2025Q2: 19,957 shares; 2025Q3: 19,607 shares 19,607 $295K 0.01% -350 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares 2,588 $295K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 14,656 shares; 2025Q1: 13,945 shares; 2025Q2: 14,281 shares; 2025Q3: 12,850 shares 12,850 $295K 0.01% -1,431 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares 228 $280K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,964 shares; 2025Q1: 2,850 shares; 2025Q2: 2,735 shares; 2025Q3: 2,602 shares 2,602 $277K 0.01% -133 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 986 shares; 2025Q3: 943 shares 943 $272K 0.01% -43 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares 3,043 $269K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 1,764 shares 1,764 $268K 0.01% -285 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: 1,680 shares; 2024Q4: 1,658 shares; 2025Q1: 1,769 shares; 2025Q2: 1,884 shares; 2025Q3: 2,390 shares 2,390 $268K 0.01% +506 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 2,190 shares 2,190 $267K 0.01% +2,000 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: 1,239 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares 1,160 $266K 0.01% 0 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: 168 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 2,700 shares; 2025Q3: 2,450 shares 2,450 $264K 0.01% -250 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 3,854 shares; 2025Q1: 4,354 shares; 2025Q2: 3,976 shares; 2025Q3: 4,063 shares 4,063 $264K 0.01% +87 Timeline AIVL 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,300 shares 2,300 $263K 0.01% -420 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,121 shares; 2025Q1: 5,121 shares; 2025Q2: 5,121 shares; 2025Q3: 5,085 shares 5,085 $263K 0.01% -36 Timeline OEF 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: 850 shares; 2025Q3: 783 shares 783 $261K 0.01% -67 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 1,105 shares; 2025Q1: 1,230 shares; 2025Q2: 1,340 shares; 2025Q3: 1,366 shares 1,366 $260K 0.01% +26 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: 8,935 shares; 2024Q4: 8,935 shares; 2025Q1: 8,935 shares; 2025Q2: 8,935 shares; 2025Q3: 9,468 shares 9,468 $258K 0.01% +533 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: 437 shares; 2024Q4: 1,262 shares; 2025Q1: 1,283 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares 1,273 $257K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,265 shares; 2025Q2: 1,250 shares; 2025Q3: 1,150 shares 1,150 $256K 0.01% -100 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 3,882 shares; 2025Q1: 3,991 shares; 2025Q2: 10,007 shares; 2025Q3: 10,007 shares 10,007 $256K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 450 shares 450 $253K 0.01% -20 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: 1,419 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares 1,595 $252K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 2,580 shares; 2025Q1: 2,723 shares; 2025Q2: 2,723 shares; 2025Q3: 2,703 shares 2,703 $251K 0.01% -20 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 543 shares; 2025Q2: 687 shares; 2025Q3: 687 shares 687 $251K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares 3,525 $250K 0.01% 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: 2,898 shares; 2024Q4: 9,192 shares; 2025Q1: 9,298 shares; 2025Q2: 10,247 shares; 2025Q3: 9,137 shares 9,137 $249K 0.01% -1,110 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: 2,372 shares; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,542 shares 2,542 $245K 0.01% +86 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,020 shares 1,020 $244K 0.01% +15 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 4,667 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares 5,167 $244K 0.01% 0 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: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares; 2025Q3: 1,747 shares 1,747 $243K 0.01% +95 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: 2,432 shares; 2024Q4: 2,532 shares; 2025Q1: 2,226 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares 2,160 $243K 0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,100 shares 1,100 $241K 0.01% +100 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares 2,852 $240K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,731 shares; 2025Q1: 2,404 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares 2,194 $238K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,047 shares; 2024Q4: 10,094 shares; 2025Q1: 10,094 shares; 2025Q2: 10,094 shares; 2025Q3: 10,094 shares 10,094 $235K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 780 shares; 2025Q2: 2,573 shares; 2025Q3: 2,827 shares 2,827 $235K 0.01% +254 Timeline PKW 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares 1,751 $232K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,334 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares 3,034 $226K 0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 2,600 shares; 2025Q3: 2,516 shares 2,516 $223K 0.01% -84 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 11,156 shares; 2025Q3: 8,990 shares 8,990 $223K 0.01% -2,166 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 8,322 shares; 2025Q1: 8,322 shares; 2025Q2: 8,322 shares; 2025Q3: 8,855 shares 8,855 $217K 0.01% +533 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 818 shares; 2025Q3: 1,298 shares 1,298 $217K 0.01% +480 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,128 shares; 2025Q1: 2,938 shares; 2025Q2: 2,885 shares; 2025Q3: 2,785 shares 2,785 $217K 0.01% -100 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: 4,577 shares; 2024Q4: 3,877 shares; 2025Q1: 3,477 shares; 2025Q2: 5,260 shares; 2025Q3: 5,460 shares 5,460 $214K 0.01% +200 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,004 shares; 2024Q4: 7,004 shares; 2025Q1: 7,004 shares; 2025Q2: 7,004 shares; 2025Q3: 7,004 shares 7,004 $210K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,935 shares; 2025Q1: 2,855 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares 2,810 $209K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 3,998 shares; 2025Q3: 4,136 shares 4,136 $203K 0.01% +138 Timeline Forum Real Estate Income Fu… Forum Real Estate Income Fund I More: the full row for Forum Real Estate Income Fund 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: 20,781 shares 20,781 $202K 0.01% new ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,738 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares 4,738 $201K 0.01% 0 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: 972 shares; 2024Q4: 972 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 750 shares 750 $201K 0.01% -100 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,488 shares; 2025Q1: 1,538 shares; 2025Q2: 1,773 shares; 2025Q3: 1,809 shares 1,809 $199K 0.01% +36 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 2,404 shares 2,404 $197K 0.01% +1,500 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,108 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 205 shares 205 $195K 0.01% -26 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares 1,959 $195K 0.01% 0 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: 3,897 shares; 2024Q4: 3,897 shares; 2025Q1: 2,504 shares; 2025Q2: 2,862 shares; 2025Q3: 2,726 shares 2,726 $194K 0.01% -136 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares 1,392 $193K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 838 shares; 2025Q1: 846 shares; 2025Q2: 1,370 shares; 2025Q3: 1,913 shares 1,913 $192K 0.01% +543 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 9,023 shares; 2025Q1: 8,592 shares; 2025Q2: 7,433 shares; 2025Q3: 7,303 shares 7,303 $190K 0.01% -130 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,392 shares; 2025Q1: 1,342 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares 1,757 $188K 0.01% 0 Timeline ESGV 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 1,569 shares; 2025Q3: 1,588 shares 1,588 $188K 0.01% +19 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares 2,472 $188K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares 938 $184K 0.01% 0 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: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,691 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares 2,691 $182K 0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 2,435 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares 2,135 $181K 0.01% 0 Timeline FAN 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: 9,692 shares; 2024Q4: 9,692 shares; 2025Q1: 9,392 shares; 2025Q2: 9,392 shares; 2025Q3: 9,392 shares 9,392 $180K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,696 shares; 2025Q1: 3,874 shares; 2025Q2: 3,027 shares; 2025Q3: 2,391 shares 2,391 $180K 0.01% -636 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 5,094 shares; 2025Q1: 5,494 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares 4,729 $179K 0.01% 0 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: 1,579 shares; 2024Q4: 1,791 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,858 shares 1,858 $177K 0.01% +467 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,186 shares; 2025Q1: 1,784 shares; 2025Q2: 1,734 shares; 2025Q3: 1,774 shares 1,774 $175K 0.01% +40 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares 1,734 $171K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,450 shares; 2025Q3: 1,400 shares 1,400 $169K 0.01% -50 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,283 shares; 2024Q4: 58,883 shares; 2025Q1: 40,452 shares; 2025Q2: 36,913 shares; 2025Q3: 8,572 shares 8,572 $167K 0.01% -28,341 Timeline VTC 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: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares 2,095 $164K 0.01% 0 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: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,151 shares 1,151 $161K 0.01% +37 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: 971 shares; 2024Q4: 933 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 924 shares 924 $157K 0.01% +54 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: 2,885 shares; 2024Q4: 3,485 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares 3,485 $157K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,484 shares; 2025Q1: 1,603 shares; 2025Q2: 1,484 shares; 2025Q3: 1,492 shares 1,492 $155K 0.01% +8 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: 373 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 1,525 shares; 2025Q3: 1,577 shares 1,577 $154K 0.01% +52 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,555 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares 1,595 $154K 0.01% 0 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: 302 shares; 2024Q4: 270 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 336 shares 336 $154K 0.01% +114 Timeline IUSV 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: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 1,531 shares 1,531 $153K 0.01% +842 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: 1,014 shares; 2024Q4: 1,114 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares 1,014 $151K 0.01% 0 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: 745 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares 1,594 $149K 0.01% 0 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: 776 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares 915 $148K 0.01% 0 Timeline FVD 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $148K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares 1,049 $147K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares 1,837 $147K 0.01% 0 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: 264 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 983 shares 983 $143K 0.01% +695 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares 1,870 $142K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 569 shares 569 $141K 0.01% -216 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: 2,567 shares; 2024Q4: 2,445 shares; 2025Q1: 1,045 shares; 2025Q2: 1,349 shares; 2025Q3: 1,658 shares 1,658 $139K 0.01% +309 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: 438 shares; 2024Q4: 270 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 389 shares 389 $139K 0.01% +147 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: 697 shares; 2024Q4: 972 shares; 2025Q1: 937 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares 1,188 $136K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 855 shares; 2025Q3: 985 shares 985 $136K 0.01% +130 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares 1,349 $135K 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $132K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares 1,401 $131K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,793 shares; 2024Q4: 15,721 shares; 2025Q1: 2,477 shares; 2025Q2: 1,806 shares; 2025Q3: 1,795 shares 1,795 $131K 0.01% -11 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares 1,914 $130K 0.01% new 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,001 shares 1,001 $130K 0.01% +1 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $130K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,644 shares; 2025Q1: 3,744 shares; 2025Q2: 3,644 shares; 2025Q3: 1,875 shares 1,875 $126K 0.01% -1,769 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 1,627 shares; 2025Q1: 1,827 shares; 2025Q2: 3,919 shares; 2025Q3: 4,464 shares 4,464 $126K 0.01% +545 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares 3,568 $126K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,966 shares 1,966 $126K 0.01% +180 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 910 shares 910 $126K 0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,643 shares 1,643 $126K 0.01% +350 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,634 shares 1,634 $125K 0.01% +360 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,520 shares; 2025Q1: 1,007 shares; 2025Q2: 1,016 shares; 2025Q3: 1,026 shares 1,026 $125K 0.01% +10 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $123K 0.01% 0 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: 2,399 shares; 2024Q4: 2,324 shares; 2025Q1: 2,114 shares; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares 1,914 $121K 0.01% 0 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: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,196 shares; 2025Q2: 1,046 shares; 2025Q3: 1,192 shares 1,192 $121K 0.01% +146 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares 3,020 $120K 0.01% 0 Timeline ITA 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 575 shares 575 $120K 0.01% +275 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares 130 $120K 0.01% 0 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: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares 1,112 $118K 0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,329 shares 2,329 $118K 0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares 901 $117K 0.01% 0 Timeline SUNRISE COMMUNICATIONS AG SUNRISE COMMUNICATIONS AG More: the full row for SUNRISE COMMUNICATIONS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,740 shares; 2025Q1: 3,380 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares 1,980 $117K 0.01% 0 SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 669 shares; 2025Q1: 266 shares; 2025Q2: 335 shares; 2025Q3: 335 shares 335 $116K 0.01% 0 Timeline RWK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 921 shares 921 $115K 0.01% -82 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P 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: 3,000 shares 3,000 $115K <0.01% new Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $114K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,000 shares 2,000 $114K <0.01% -36 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: 3,192 shares; 2024Q4: 3,099 shares; 2025Q1: 3,228 shares; 2025Q2: 3,500 shares; 2025Q3: 3,300 shares 3,300 $113K <0.01% -200 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $111K <0.01% 0 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: 1,016 shares; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares 1,845 $111K <0.01% 0 Timeline SOXX 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $108K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,190 shares 1,190 $108K <0.01% -13 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 92 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,363 shares 3,363 $107K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360 $107K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares 1,912 $106K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares 411 $105K <0.01% 0 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: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares 1,233 $104K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares 420 $103K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,153 shares; 2025Q1: 2,742 shares; 2025Q2: 2,936 shares; 2025Q3: 3,411 shares 3,411 $102K <0.01% +475 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 669 shares 669 $102K <0.01% +24 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: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares 326 $102K <0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 1,045 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $102K <0.01% 0 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 194 shares 194 $101K <0.01% -25 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 406 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares 1,027 $101K <0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares 1,915 $100K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 141 shares; 2025Q3: 156 shares 156 $99.7K <0.01% +15 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 885 shares 885 $99K <0.01% -66 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,336 shares; 2025Q1: 12,336 shares; 2025Q2: 11,836 shares; 2025Q3: 11,836 shares 11,836 $98.5K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 280 shares 280 $98.4K <0.01% +205 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 7,236 shares; 2025Q1: 6,036 shares; 2025Q2: 6,090 shares; 2025Q3: 5,124 shares 5,124 $98.1K <0.01% -966 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares 2,625 $97.9K <0.01% 0 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares 333 $97.8K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,080 shares; 2024Q4: 17,080 shares; 2025Q1: 17,080 shares; 2025Q2: 8,280 shares; 2025Q3: 8,280 shares 8,280 $97.3K <0.01% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 1,025 shares 1,025 $97.3K <0.01% +450 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 216 shares; 2025Q2: 238 shares; 2025Q3: 240 shares 240 $97K <0.01% +2 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares 1,263 $96.6K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $96.1K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $95.3K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,300 shares 1,300 $95.3K <0.01% -45 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 771 shares 771 $93.3K <0.01% -56 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 422 shares; 2025Q3: 522 shares 522 $93K <0.01% +100 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 2,683 shares; 2025Q1: 2,633 shares; 2025Q2: 973 shares; 2025Q3: 928 shares 928 $93K <0.01% -45 Timeline HEDJ 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: 650 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares 1,838 $92.6K <0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV 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: 3,349 shares; 2025Q3: 3,349 shares 3,349 $92K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,307 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 2,907 shares 2,907 $90.9K <0.01% -400 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,118 shares 1,118 $90.8K <0.01% +1,117 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: 396 shares; 2024Q4: 502 shares; 2025Q1: 362 shares; 2025Q2: 231 shares; 2025Q3: 231 shares 231 $90.5K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 468 shares; 2025Q2: 917 shares; 2025Q3: 905 shares 905 $90.1K <0.01% -12 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares 2,091 $88.3K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares 1,041 $87.5K <0.01% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 2,151 shares; 2025Q3: 2,266 shares 2,266 $87.4K <0.01% +115 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $87.4K <0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,408 shares 5,408 $87.2K <0.01% +408 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,623 shares; 2024Q4: 7,623 shares; 2025Q1: 8,423 shares; 2025Q2: 7,757 shares; 2025Q3: 5,527 shares 5,527 $87.2K <0.01% -2,230 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,500 shares 1,500 $84.8K <0.01% -4 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares 1,150 $84.8K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,377 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,159 shares 1,159 $84.6K <0.01% -270 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 5,249 shares; 2025Q1: 5,749 shares; 2025Q2: 5,749 shares; 2025Q3: 5,749 shares 5,749 $84.4K <0.01% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares 7,200 $84.2K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 804 shares 804 $84K <0.01% +589 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 1,049 shares; 2025Q3: 1,028 shares 1,028 $83.8K <0.01% -21 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,830 shares; 2025Q3: 3,606 shares 3,606 $83.4K <0.01% +776 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $83.1K <0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 626 shares 626 $82.9K <0.01% -70 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 435 shares 435 $82.9K <0.01% +180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares 864 $82.2K <0.01% new Timeline JBL JABIL INC More: the full row for JABIL 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: 374 shares 374 $81.2K <0.01% new Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 6,223 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,150 shares 6,150 $81K <0.01% -68 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 75 shares; 2025Q2: 2,579 shares; 2025Q3: 1,692 shares 1,692 $80.6K <0.01% -887 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $79.7K <0.01% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $78.9K <0.01% 0 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: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,761 shares 1,761 $78.5K <0.01% +267 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,292 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares 1,234 $77.8K <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 700 shares; 2025Q3: 1,351 shares 1,351 $77.7K <0.01% +651 Timeline IEI 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $77.7K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $75.5K <0.01% 0 Timeline ESGE 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: 964 shares; 2024Q4: 1,560 shares; 2025Q1: 1,844 shares; 2025Q2: 1,949 shares; 2025Q3: 1,721 shares 1,721 $74.7K <0.01% -228 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,739 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares 2,164 $74.6K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $74.3K <0.01% 0 Timeline