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: 1,262,716 shares; 2024Q4: 1,318,508 shares; 2025Q1: 1,179,433 shares; 2025Q2: 1,185,403 shares; 2025Q3: 1,191,684 shares 1,191,684 $257M 20.77% +6,281 Timeline QGRW 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: 3,014,247 shares; 2024Q4: 3,017,086 shares; 2025Q1: 2,974,123 shares; 2025Q2: 2,629,916 shares; 2025Q3: 2,637,754 shares 2,637,754 $151M 12.22% +7,838 Timeline ISTB 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: 3,136,503 shares; 2024Q4: 3,402,553 shares; 2025Q1: 1,817,563 shares; 2025Q2: 1,688,601 shares; 2025Q3: 1,723,373 shares 1,723,373 $84.2M 6.8% +34,772 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: 232,172 shares; 2024Q4: 262,019 shares; 2025Q1: 233,757 shares; 2025Q2: 219,163 shares; 2025Q3: 216,661 shares 216,661 $66.7M 5.39% -2,502 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,332 shares; 2024Q4: 370,044 shares; 2025Q1: 369,684 shares; 2025Q2: 369,684 shares; 2025Q3: 369,624 shares 369,624 $30.6M 2.47% -60 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,248 shares; 2024Q4: 164,684 shares; 2025Q1: 70,547 shares; 2025Q2: not reported; 2025Q3: 70,646 shares 70,646 $29.3M 2.36% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,232 shares; 2024Q4: 130,045 shares; 2025Q1: 103,101 shares; 2025Q2: not reported; 2025Q3: 104,822 shares 104,822 $26.7M 2.16% new 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: 152,813 shares; 2024Q4: 160,475 shares; 2025Q1: 113,395 shares; 2025Q2: 115,353 shares; 2025Q3: 117,144 shares 117,144 $21.9M 1.76% +1,791 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: 60,320 shares; 2024Q4: 60,320 shares; 2025Q1: 60,320 shares; 2025Q2: 56,664 shares; 2025Q3: 56,664 shares 56,664 $20.7M 1.67% 0 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: 44,954 shares; 2024Q4: 50,748 shares; 2025Q1: 36,597 shares; 2025Q2: 39,888 shares; 2025Q3: 38,788 shares 38,788 $20.1M 1.62% -1,100 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: 152,971 shares; 2024Q4: 152,714 shares; 2025Q1: 151,850 shares; 2025Q2: 151,750 shares; 2025Q3: 151,750 shares 151,750 $18.3M 1.48% 0 Timeline IVLU 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: 110,096 shares; 2024Q4: 563,695 shares; 2025Q1: 266,203 shares; 2025Q2: 338,038 shares; 2025Q3: 433,297 shares 433,297 $15.4M 1.24% +95,259 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: 71,600 shares; 2024Q4: 70,143 shares; 2025Q1: 70,143 shares; 2025Q2: 70,046 shares; 2025Q3: 70,046 shares 70,046 $14.5M 1.17% 0 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: 5,111 shares; 2024Q4: 20,492 shares; 2025Q1: 20,340 shares; 2025Q2: 19,753 shares; 2025Q3: 19,780 shares 19,780 $13.2M 1.06% +27 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: 32,950 shares; 2024Q4: 33,124 shares; 2025Q1: 34,530 shares; 2025Q2: 34,407 shares; 2025Q3: 34,389 shares 34,389 $11.3M 0.91% -18 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: 42,186 shares; 2024Q4: 43,143 shares; 2025Q1: 32,171 shares; 2025Q2: 30,910 shares; 2025Q3: 32,247 shares 32,247 $10.6M 0.86% +1,337 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: 52,019 shares; 2024Q4: 52,938 shares; 2025Q1: 38,450 shares; 2025Q2: 44,142 shares; 2025Q3: 40,920 shares 40,920 $9.95M 0.8% -3,222 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: 99,674 shares; 2024Q4: 106,171 shares; 2025Q1: 105,809 shares; 2025Q2: 96,356 shares; 2025Q3: 94,319 shares 94,319 $9.11M 0.74% -2,037 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: 13,000 shares; 2024Q4: 13,090 shares; 2025Q1: 13,084 shares; 2025Q2: 13,116 shares; 2025Q3: 13,114 shares 13,114 $8.78M 0.71% -2 Timeline SCHM 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: 226,095 shares; 2024Q4: 482,688 shares; 2025Q1: 483,146 shares; 2025Q2: 293,304 shares; 2025Q3: 287,723 shares 287,723 $8.53M 0.69% -5,581 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: 70,664 shares; 2024Q4: 75,710 shares; 2025Q1: 66,238 shares; 2025Q2: 165,779 shares; 2025Q3: 165,274 shares 165,274 $8.11M 0.65% -505 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: 17,454 shares; 2024Q4: 17,562 shares; 2025Q1: 15,735 shares; 2025Q2: not reported; 2025Q3: 16,005 shares 16,005 $8.05M 0.65% new 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: 29,155 shares; 2024Q4: 253,027 shares; 2025Q1: 79,463 shares; 2025Q2: 112,615 shares; 2025Q3: 108,835 shares 108,835 $7.77M 0.63% -3,780 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: 46,092 shares; 2024Q4: 48,413 shares; 2025Q1: 33,214 shares; 2025Q2: not reported; 2025Q3: 35,353 shares 35,353 $7.76M 0.63% new 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: 71,957 shares; 2024Q4: 74,492 shares; 2025Q1: 71,162 shares; 2025Q2: 70,376 shares; 2025Q3: 67,927 shares 67,927 $7.66M 0.62% -2,449 Timeline WTPI 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: 229,077 shares; 2024Q4: 351,711 shares; 2025Q1: 284,746 shares; 2025Q2: 361,053 shares; 2025Q3: 229,753 shares 229,753 $7.64M 0.62% -131,300 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: 10,530 shares; 2024Q4: 12,072 shares; 2025Q1: 12,429 shares; 2025Q2: 10,956 shares; 2025Q3: 11,348 shares 11,348 $6.95M 0.56% +392 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: 26,017 shares; 2024Q4: 26,345 shares; 2025Q1: 21,989 shares; 2025Q2: 24,421 shares; 2025Q3: 21,898 shares 21,898 $6.91M 0.56% -2,523 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: 11,458 shares; 2024Q4: 12,250 shares; 2025Q1: 8,747 shares; 2025Q2: 9,295 shares; 2025Q3: 9,240 shares 9,240 $6.79M 0.55% -55 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: 55,135 shares; 2024Q4: 59,591 shares; 2025Q1: 53,555 shares; 2025Q2: 60,344 shares; 2025Q3: 55,487 shares 55,487 $5.72M 0.46% -4,857 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: 15,944 shares; 2024Q4: 18,348 shares; 2025Q1: 12,248 shares; 2025Q2: 11,831 shares; 2025Q3: 12,440 shares 12,440 $5.53M 0.45% +609 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: 29,557 shares; 2024Q4: 24,837 shares; 2025Q1: 29,580 shares; 2025Q2: 19,442 shares; 2025Q3: 23,725 shares 23,725 $4.95M 0.4% +4,283 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: 16,184 shares; 2024Q4: 17,464 shares; 2025Q1: 13,316 shares; 2025Q2: 15,285 shares; 2025Q3: 13,552 shares 13,552 $4.63M 0.37% -1,733 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: 41,442 shares; 2024Q4: 99,132 shares; 2025Q1: 75,424 shares; 2025Q2: 72,184 shares; 2025Q3: 82,046 shares 82,046 $4.45M 0.36% +9,862 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: 25,927 shares; 2024Q4: 25,391 shares; 2025Q1: 18,803 shares; 2025Q2: 17,983 shares; 2025Q3: 17,997 shares 17,997 $4.38M 0.35% +14 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: 53,586 shares; 2024Q4: 49,898 shares; 2025Q1: 49,672 shares; 2025Q2: 49,712 shares; 2025Q3: 49,206 shares 49,206 $4.3M 0.35% -506 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: 50,960 shares; 2024Q4: 52,727 shares; 2025Q1: 48,040 shares; 2025Q2: 46,663 shares; 2025Q3: 47,513 shares 47,513 $3.98M 0.32% +850 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,373 shares; 2024Q4: 87,729 shares; 2025Q1: 89,503 shares; 2025Q2: 102,451 shares; 2025Q3: 104,324 shares 104,324 $3.77M 0.3% +1,873 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: 22,266 shares; 2024Q4: 23,068 shares; 2025Q1: 21,025 shares; 2025Q2: 20,902 shares; 2025Q3: 20,226 shares 20,226 $3.75M 0.3% -676 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: 13,606 shares; 2024Q4: 13,428 shares; 2025Q1: 11,298 shares; 2025Q2: 12,140 shares; 2025Q3: 11,535 shares 11,535 $3.24M 0.26% -605 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: 23,318 shares; 2024Q4: 25,098 shares; 2025Q1: 21,337 shares; 2025Q2: 20,691 shares; 2025Q3: 20,345 shares 20,345 $3.13M 0.25% -346 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: 24,520 shares; 2024Q4: 27,648 shares; 2025Q1: 38,125 shares; 2025Q2: 41,378 shares; 2025Q3: 40,379 shares 40,379 $3M 0.24% -999 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: 7,456 shares; 2024Q4: 7,885 shares; 2025Q1: 6,843 shares; 2025Q2: 7,450 shares; 2025Q3: 7,201 shares 7,201 $2.92M 0.24% -249 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: 6,211 shares; 2024Q4: 6,663 shares; 2025Q1: 4,829 shares; 2025Q2: 5,766 shares; 2025Q3: 5,081 shares 5,081 $2.89M 0.23% -685 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: 20,292 shares; 2024Q4: 24,168 shares; 2025Q1: 22,173 shares; 2025Q2: not reported; 2025Q3: 21,438 shares 21,438 $2.87M 0.23% new 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: 19,497 shares; 2024Q4: 21,271 shares; 2025Q1: 20,489 shares; 2025Q2: 20,422 shares; 2025Q3: 20,290 shares 20,290 $2.85M 0.23% -132 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: 38,459 shares; 2024Q4: 38,459 shares; 2025Q1: 38,635 shares; 2025Q2: 38,619 shares; 2025Q3: 38,809 shares 38,809 $2.82M 0.23% +190 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: 6,635 shares; 2024Q4: 6,613 shares; 2025Q1: 6,588 shares; 2025Q2: 6,408 shares; 2025Q3: 5,977 shares 5,977 $2.8M 0.23% -431 Timeline CATH 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: 49,509 shares; 2024Q4: 48,540 shares; 2025Q1: 48,655 shares; 2025Q2: 35,933 shares; 2025Q3: 33,163 shares 33,163 $2.69M 0.22% -2,770 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: 12,826 shares; 2024Q4: 12,826 shares; 2025Q1: 12,826 shares; 2025Q2: 12,826 shares; 2025Q3: 12,826 shares 12,826 $2.68M 0.22% 0 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: 4,651 shares; 2024Q4: 4,590 shares; 2025Q1: 3,607 shares; 2025Q2: 3,443 shares; 2025Q3: 3,328 shares 3,328 $2.65M 0.21% -115 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: 2,936 shares; 2024Q4: 3,091 shares; 2025Q1: 2,043 shares; 2025Q2: 2,264 shares; 2025Q3: 2,163 shares 2,163 $2.59M 0.21% -101 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: 5,217 shares; 2024Q4: 6,033 shares; 2025Q1: 5,502 shares; 2025Q2: 5,440 shares; 2025Q3: 5,418 shares 5,418 $2.59M 0.21% -22 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: 11,135 shares; 2024Q4: 11,050 shares; 2025Q1: 8,823 shares; 2025Q2: 9,708 shares; 2025Q3: 8,815 shares 8,815 $2.49M 0.2% -893 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: 6,624 shares; 2024Q4: 9,337 shares; 2025Q1: 9,119 shares; 2025Q2: 9,096 shares; 2025Q3: 8,634 shares 8,634 $2.41M 0.19% -462 Timeline VBK 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: 16,401 shares; 2024Q4: 12,357 shares; 2025Q1: 13,075 shares; 2025Q2: 7,747 shares; 2025Q3: 7,757 shares 7,757 $2.31M 0.19% +10 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: 16,123 shares; 2024Q4: 18,805 shares; 2025Q1: 16,108 shares; 2025Q2: 15,967 shares; 2025Q3: 14,211 shares 14,211 $2.21M 0.18% -1,756 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: 11,969 shares; 2024Q4: 13,054 shares; 2025Q1: 11,149 shares; 2025Q2: 10,468 shares; 2025Q3: 10,207 shares 10,207 $2.15M 0.17% -261 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: 573 shares; 2024Q4: 3,709 shares; 2025Q1: 3,704 shares; 2025Q2: 3,593 shares; 2025Q3: 3,584 shares 3,584 $2.14M 0.17% -9 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: 12,863 shares; 2024Q4: 10,759 shares; 2025Q1: 10,523 shares; 2025Q2: 8,587 shares; 2025Q3: 8,727 shares 8,727 $2.11M 0.17% +140 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: 456 shares; 2024Q4: 461 shares; 2025Q1: 398 shares; 2025Q2: 394 shares; 2025Q3: 378 shares 378 $2.04M 0.16% -16 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: 2,835 shares; 2024Q4: 2,814 shares; 2025Q1: 2,008 shares; 2025Q2: 2,760 shares; 2025Q3: 2,200 shares 2,200 $2.04M 0.16% -560 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: 4,050 shares; 2024Q4: 4,020 shares; 2025Q1: 2,855 shares; 2025Q2: 3,476 shares; 2025Q3: 2,658 shares 2,658 $2.03M 0.16% -818 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: 5,362 shares; 2024Q4: 17,710 shares; 2025Q1: 17,710 shares; 2025Q2: 17,887 shares; 2025Q3: 17,779 shares 17,779 $2.02M 0.16% -108 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: 15,123 shares; 2024Q4: 15,572 shares; 2025Q1: 26,932 shares; 2025Q2: 29,570 shares; 2025Q3: 29,664 shares 29,664 $1.94M 0.16% +94 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: 13,889 shares; 2024Q4: 13,889 shares; 2025Q1: 13,889 shares; 2025Q2: 13,889 shares; 2025Q3: 13,399 shares 13,399 $1.91M 0.15% -490 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: 2,469 shares; 2024Q4: 3,365 shares; 2025Q1: 3,311 shares; 2025Q2: not reported; 2025Q3: 3,174 shares 3,174 $1.91M 0.15% new 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: 20,824 shares; 2024Q4: 24,817 shares; 2025Q1: 23,590 shares; 2025Q2: 26,529 shares; 2025Q3: 24,681 shares 24,681 $1.86M 0.15% -1,848 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 15,893 shares; 2025Q1: 11,437 shares; 2025Q2: 8,435 shares; 2025Q3: 8,240 shares 8,240 $1.81M 0.15% -195 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,071 shares; 2024Q4: 49,070 shares; 2025Q1: 49,034 shares; 2025Q2: 49,034 shares; 2025Q3: 24,567 shares 24,567 $1.8M 0.15% -24,467 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 41,884 shares; 2025Q1: 36,594 shares; 2025Q2: 32,627 shares; 2025Q3: 31,239 shares 31,239 $1.78M 0.14% -1,388 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: 28,550 shares; 2024Q4: 31,498 shares; 2025Q1: 25,939 shares; 2025Q2: 28,892 shares; 2025Q3: 25,061 shares 25,061 $1.71M 0.14% -3,831 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: 2,287 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares 2,279 $1.7M 0.14% 0 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: 34,660 shares; 2024Q4: 38,907 shares; 2025Q1: 35,198 shares; 2025Q2: 35,781 shares; 2025Q3: 38,646 shares 38,646 $1.7M 0.14% +2,865 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: 1,399 shares; 2024Q4: 2,159 shares; 2025Q1: 1,675 shares; 2025Q2: 1,909 shares; 2025Q3: 1,829 shares 1,829 $1.68M 0.14% -80 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: 12,865 shares; 2024Q4: 16,407 shares; 2025Q1: 11,933 shares; 2025Q2: 11,905 shares; 2025Q3: 12,784 shares 12,784 $1.68M 0.14% +879 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,951 shares; 2024Q4: 33,646 shares; 2025Q1: 24,721 shares; 2025Q2: 41,589 shares; 2025Q3: 47,209 shares 47,209 $1.66M 0.13% +5,620 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: 11,735 shares; 2024Q4: 10,494 shares; 2025Q1: 7,781 shares; 2025Q2: 7,513 shares; 2025Q3: 6,931 shares 6,931 $1.6M 0.13% -582 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: 19,910 shares; 2024Q4: 20,327 shares; 2025Q1: 18,196 shares; 2025Q2: 17,771 shares; 2025Q3: 19,781 shares 19,781 $1.58M 0.13% +2,010 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 17,456 shares; 2025Q1: 17,456 shares; 2025Q2: 16,980 shares; 2025Q3: 16,890 shares 16,890 $1.58M 0.13% -90 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: 17,898 shares; 2024Q4: 17,847 shares; 2025Q1: 17,185 shares; 2025Q2: not reported; 2025Q3: 17,431 shares 17,431 $1.56M 0.13% new 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: 21,862 shares; 2024Q4: 22,868 shares; 2025Q1: 20,629 shares; 2025Q2: 21,338 shares; 2025Q3: 23,365 shares 23,365 $1.55M 0.13% +2,027 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: 6,007 shares; 2024Q4: 6,002 shares; 2025Q1: 5,921 shares; 2025Q2: 4,947 shares; 2025Q3: 4,805 shares 4,805 $1.54M 0.12% -142 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: 5,647 shares; 2024Q4: 5,555 shares; 2025Q1: 4,612 shares; 2025Q2: not reported; 2025Q3: 4,619 shares 4,619 $1.53M 0.12% new 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: 6,821 shares; 2024Q4: 6,790 shares; 2025Q1: 5,499 shares; 2025Q2: 5,388 shares; 2025Q3: 5,779 shares 5,779 $1.51M 0.12% +391 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,136 shares; 2024Q4: 26,926 shares; 2025Q1: 17,902 shares; 2025Q2: 12,741 shares; 2025Q3: 13,300 shares 13,300 $1.44M 0.12% +559 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: 10,240 shares; 2024Q4: 9,775 shares; 2025Q1: 9,742 shares; 2025Q2: 9,961 shares; 2025Q3: 9,907 shares 9,907 $1.41M 0.11% -54 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: 37,975 shares; 2024Q4: 38,939 shares; 2025Q1: 29,490 shares; 2025Q2: not reported; 2025Q3: 27,243 shares 27,243 $1.41M 0.11% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,243 shares; 2024Q4: 86,816 shares; 2025Q1: not reported; 2025Q2: 30,075 shares; 2025Q3: 30,075 shares 30,075 $1.4M 0.11% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,435 shares; 2025Q1: 4,666 shares; 2025Q2: 4,658 shares; 2025Q3: 4,626 shares 4,626 $1.39M 0.11% -32 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,640 shares; 2025Q2: 52,570 shares; 2025Q3: 52,570 shares 52,570 $1.38M 0.11% 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: 9,111 shares; 2024Q4: 9,144 shares; 2025Q1: 8,851 shares; 2025Q2: 8,776 shares; 2025Q3: 8,776 shares 8,776 $1.36M 0.11% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 11,527 shares; 2025Q1: 9,560 shares; 2025Q2: 9,174 shares; 2025Q3: 8,355 shares 8,355 $1.36M 0.11% -819 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: 3,378 shares; 2024Q4: 3,385 shares; 2025Q1: 2,924 shares; 2025Q2: 2,782 shares; 2025Q3: 2,959 shares 2,959 $1.35M 0.11% +177 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: 5,078 shares; 2024Q4: 4,927 shares; 2025Q1: 4,311 shares; 2025Q2: 4,150 shares; 2025Q3: 4,374 shares 4,374 $1.33M 0.11% +224 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: 1,352 shares; 2025Q1: 1,178 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares 1,140 $1.33M 0.11% 0 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: 56,630 shares; 2024Q4: 54,912 shares; 2025Q1: 43,565 shares; 2025Q2: 44,879 shares; 2025Q3: 46,997 shares 46,997 $1.33M 0.11% +2,118 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: 5,581 shares; 2024Q4: 5,581 shares; 2025Q1: 4,367 shares; 2025Q2: not reported; 2025Q3: 4,223 shares 4,223 $1.32M 0.11% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,292 shares; 2025Q1: not reported; 2025Q2: 39,468 shares; 2025Q3: 39,468 shares 39,468 $1.32M 0.11% 0 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: 9,019 shares; 2024Q4: 10,376 shares; 2025Q1: 10,199 shares; 2025Q2: not reported; 2025Q3: 10,556 shares 10,556 $1.31M 0.11% new 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: 2,104 shares; 2024Q4: 2,300 shares; 2025Q1: 1,615 shares; 2025Q2: 1,968 shares; 2025Q3: 1,887 shares 1,887 $1.29M 0.1% -81 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: 11,112 shares; 2024Q4: 11,254 shares; 2025Q1: 9,812 shares; 2025Q2: 10,163 shares; 2025Q3: 8,092 shares 8,092 $1.29M 0.1% -2,071 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: 4,390 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 3,796 shares; 2025Q3: 3,810 shares 3,810 $1.27M 0.1% +14 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: 23,629 shares; 2024Q4: 16,973 shares; 2025Q1: 15,383 shares; 2025Q2: 14,714 shares; 2025Q3: 14,834 shares 14,834 $1.25M 0.1% +120 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: 5,196 shares; 2024Q4: 6,104 shares; 2025Q1: 5,416 shares; 2025Q2: 7,317 shares; 2025Q3: 5,249 shares 5,249 $1.24M 0.1% -2,068 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: 3,340 shares; 2024Q4: 3,402 shares; 2025Q1: 2,628 shares; 2025Q2: 2,551 shares; 2025Q3: 2,586 shares 2,586 $1.23M 0.1% +35 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,535 shares; 2025Q1: 4,452 shares; 2025Q2: 4,317 shares; 2025Q3: 6,698 shares 6,698 $1.22M 0.1% +2,381 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: 7,341 shares; 2024Q4: 8,069 shares; 2025Q1: 7,420 shares; 2025Q2: 8,146 shares; 2025Q3: 6,590 shares 6,590 $1.21M 0.1% -1,556 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: 8,578 shares; 2024Q4: 8,578 shares; 2025Q1: 8,578 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares 8,578 $1.2M 0.1% 0 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: 5,684 shares; 2024Q4: 6,184 shares; 2025Q1: 5,385 shares; 2025Q2: 4,453 shares; 2025Q3: 4,732 shares 4,732 $1.17M 0.09% +279 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: 12,686 shares; 2024Q4: 12,959 shares; 2025Q1: 9,266 shares; 2025Q2: 10,640 shares; 2025Q3: 12,301 shares 12,301 $1.17M 0.09% +1,661 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: 5,433 shares; 2024Q4: 5,428 shares; 2025Q1: 5,437 shares; 2025Q2: not reported; 2025Q3: 5,358 shares 5,358 $1.15M 0.09% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 4,828 shares; 2025Q1: 3,068 shares; 2025Q2: 1,941 shares; 2025Q3: 2,211 shares 2,211 $1.14M 0.09% +270 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,587 shares; 2025Q1: 2,671 shares; 2025Q2: 2,565 shares; 2025Q3: 2,352 shares 2,352 $1.05M 0.09% -213 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: 35,179 shares; 2025Q1: 28,340 shares; 2025Q2: 21,330 shares; 2025Q3: 23,476 shares 23,476 $1.03M 0.08% +2,146 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: not reported; 2024Q4: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,571 shares; 2025Q3: 10,571 shares 10,571 $1.01M 0.08% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 3,751 shares; 2025Q1: 2,259 shares; 2025Q2: 2,102 shares; 2025Q3: 2,686 shares 2,686 $1.01M 0.08% +584 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: 8,776 shares; 2025Q1: 6,062 shares; 2025Q2: not reported; 2025Q3: 6,894 shares 6,894 $1M 0.08% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,892 shares; 2025Q1: 7,381 shares; 2025Q2: 7,859 shares; 2025Q3: 7,903 shares 7,903 $983K 0.08% +44 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: 8,379 shares; 2024Q4: 8,426 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: 5,852 shares 5,852 $979K 0.08% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,174 shares; 2024Q4: 18,174 shares; 2025Q1: 18,498 shares; 2025Q2: 18,174 shares; 2025Q3: 18,174 shares 18,174 $979K 0.08% 0 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: 3,490 shares; 2024Q4: 3,474 shares; 2025Q1: 2,716 shares; 2025Q2: 2,369 shares; 2025Q3: 2,721 shares 2,721 $959K 0.08% +352 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,301 shares; 2024Q4: 42,358 shares; 2025Q1: 42,648 shares; 2025Q2: 42,538 shares; 2025Q3: 39,310 shares 39,310 $949K 0.08% -3,228 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 12,093 shares; 2025Q1: 7,745 shares; 2025Q2: 5,192 shares; 2025Q3: 5,474 shares 5,474 $946K 0.08% +282 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: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 8,854 shares 8,854 $931K 0.08% +1,254 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 12,149 shares; 2025Q1: 7,933 shares; 2025Q2: 5,257 shares; 2025Q3: 5,901 shares 5,901 $913K 0.07% +644 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: 4,409 shares; 2024Q4: 5,205 shares; 2025Q1: 3,606 shares; 2025Q2: 3,620 shares; 2025Q3: 2,642 shares 2,642 $912K 0.07% -978 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 5,149 shares; 2025Q1: 4,634 shares; 2025Q2: 2,843 shares; 2025Q3: 2,809 shares 2,809 $907K 0.07% -34 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 6,382 shares; 2025Q1: 4,234 shares; 2025Q2: 4,001 shares; 2025Q3: 3,819 shares 3,819 $905K 0.07% -182 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: 7,812 shares; 2024Q4: 7,282 shares; 2025Q1: 5,452 shares; 2025Q2: 7,118 shares; 2025Q3: 5,414 shares 5,414 $901K 0.07% -1,704 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 606 shares; 2025Q1: 627 shares; 2025Q2: 771 shares; 2025Q3: 930 shares 930 $900K 0.07% +159 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,842 shares; 2024Q4: 13,560 shares; 2025Q1: 10,010 shares; 2025Q2: 8,923 shares; 2025Q3: 8,836 shares 8,836 $897K 0.07% -87 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: 4,113 shares; 2024Q4: 4,188 shares; 2025Q1: 3,332 shares; 2025Q2: 3,259 shares; 2025Q3: 3,553 shares 3,553 $893K 0.07% +294 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 14,831 shares; 2025Q1: 9,869 shares; 2025Q2: 8,374 shares; 2025Q3: 8,552 shares 8,552 $891K 0.07% +178 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: 1,588 shares; 2024Q4: 1,852 shares; 2025Q1: 1,249 shares; 2025Q2: 1,252 shares; 2025Q3: 1,447 shares 1,447 $890K 0.07% +195 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,827 shares; 2025Q1: 1,173 shares; 2025Q2: 1,006 shares; 2025Q3: 1,078 shares 1,078 $890K 0.07% +72 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 10,220 shares; 2025Q1: 9,911 shares; 2025Q2: 10,242 shares; 2025Q3: 11,008 shares 11,008 $888K 0.07% +766 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: 11,036 shares; 2024Q4: 10,767 shares; 2025Q1: 8,678 shares; 2025Q2: 7,909 shares; 2025Q3: 9,275 shares 9,275 $877K 0.07% +1,366 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: 11,112 shares; 2024Q4: 11,805 shares; 2025Q1: 9,167 shares; 2025Q2: 12,208 shares; 2025Q3: 9,064 shares 9,064 $863K 0.07% -3,144 Timeline DGRW 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: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 9,696 shares 9,696 $863K 0.07% 0 Timeline HYMB 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: 20,980 shares; 2024Q4: 34,423 shares; 2025Q1: 19,554 shares; 2025Q2: 37,276 shares; 2025Q3: 34,244 shares 34,244 $854K 0.07% -3,032 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares 3,354 $853K 0.07% 0 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: 1,404 shares; 2024Q4: 1,466 shares; 2025Q1: 1,370 shares; 2025Q2: 1,818 shares; 2025Q3: 1,733 shares 1,733 $843K 0.07% -85 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: 10,551 shares; 2024Q4: 10,057 shares; 2025Q1: 9,961 shares; 2025Q2: 10,644 shares; 2025Q3: 11,700 shares 11,700 $837K 0.07% +1,056 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: 10,548 shares; 2024Q4: 10,295 shares; 2025Q1: 6,955 shares; 2025Q2: 7,909 shares; 2025Q3: 8,491 shares 8,491 $829K 0.07% +582 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,972 shares; 2024Q4: 46,083 shares; 2025Q1: 34,828 shares; 2025Q2: not reported; 2025Q3: 31,898 shares 31,898 $820K 0.07% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 17,510 shares; 2025Q1: 16,215 shares; 2025Q2: 23,638 shares; 2025Q3: 32,362 shares 32,362 $813K 0.07% +8,724 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,795 shares; 2025Q1: 9,296 shares; 2025Q2: 6,297 shares; 2025Q3: 6,199 shares 6,199 $796K 0.06% -98 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: 32,181 shares; 2024Q4: 31,810 shares; 2025Q1: 24,876 shares; 2025Q2: 31,992 shares; 2025Q3: 31,238 shares 31,238 $796K 0.06% -754 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,930 shares; 2025Q3: 3,835 shares 3,835 $781K 0.06% -95 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 6,702 shares; 2025Q1: 4,248 shares; 2025Q2: 3,103 shares; 2025Q3: 3,420 shares 3,420 $773K 0.06% +317 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: 7,518 shares; 2024Q4: 7,859 shares; 2025Q1: 6,121 shares; 2025Q2: 7,032 shares; 2025Q3: 6,598 shares 6,598 $755K 0.06% -434 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: not reported; 2025Q3: 1 shares 1 $754K 0.06% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,421 shares; 2024Q4: 5,435 shares; 2025Q1: 3,401 shares; 2025Q2: not reported; 2025Q3: 4,635 shares 4,635 $750K 0.06% new 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: 8,312 shares; 2024Q4: 8,333 shares; 2025Q1: 4,185 shares; 2025Q2: 3,854 shares; 2025Q3: 5,161 shares 5,161 $746K 0.06% +1,307 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: 2,097 shares; 2024Q4: 2,069 shares; 2025Q1: 1,557 shares; 2025Q2: 1,491 shares; 2025Q3: 1,509 shares 1,509 $732K 0.06% +18 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 16,038 shares; 2025Q1: 15,258 shares; 2025Q2: 12,050 shares; 2025Q3: 13,154 shares 13,154 $732K 0.06% +1,104 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 9,892 shares; 2025Q1: 6,628 shares; 2025Q2: 5,100 shares; 2025Q3: 5,505 shares 5,505 $727K 0.06% +405 Timeline SCHQ 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: 30,183 shares; 2024Q4: 32,467 shares; 2025Q1: 31,247 shares; 2025Q2: 31,744 shares; 2025Q3: 22,037 shares 22,037 $712K 0.06% -9,707 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: 6,367 shares; 2024Q4: 7,519 shares; 2025Q1: 5,813 shares; 2025Q2: 7,382 shares; 2025Q3: 7,406 shares 7,406 $707K 0.06% +24 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 6,986 shares; 2025Q1: 6,963 shares; 2025Q2: 6,711 shares; 2025Q3: 6,988 shares 6,988 $707K 0.06% +277 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,496 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares 5,496 $705K 0.06% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: 416 shares; 2025Q2: 613 shares; 2025Q3: 533 shares 533 $703K 0.06% -80 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: 10,984 shares; 2024Q4: 9,362 shares; 2025Q1: 8,780 shares; 2025Q2: not reported; 2025Q3: 8,836 shares 8,836 $687K 0.06% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,990 shares; 2024Q4: 7,828 shares; 2025Q1: 5,847 shares; 2025Q2: 4,302 shares; 2025Q3: 4,238 shares 4,238 $675K 0.05% -64 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: 2,100 shares; 2024Q4: 2,262 shares; 2025Q1: 1,486 shares; 2025Q2: 1,598 shares; 2025Q3: 1,506 shares 1,506 $674K 0.05% -92 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: 3,974 shares; 2024Q4: 3,964 shares; 2025Q1: 5,207 shares; 2025Q2: 2,255 shares; 2025Q3: 2,268 shares 2,268 $666K 0.05% +13 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: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares 6,600 $660K 0.05% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,972 shares; 2025Q3: 24,972 shares 24,972 $657K 0.05% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 3,339 shares; 2025Q1: 2,548 shares; 2025Q2: 2,435 shares; 2025Q3: 2,782 shares 2,782 $656K 0.05% +347 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: 1,746 shares; 2024Q4: 3,713 shares; 2025Q1: 2,569 shares; 2025Q2: 3,463 shares; 2025Q3: 3,221 shares 3,221 $656K 0.05% -242 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: 3,473 shares; 2024Q4: 3,497 shares; 2025Q1: 2,757 shares; 2025Q2: 3,621 shares; 2025Q3: 2,735 shares 2,735 $655K 0.05% -886 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: 4,212 shares; 2024Q4: 4,676 shares; 2025Q1: 3,479 shares; 2025Q2: 4,943 shares; 2025Q3: 6,623 shares 6,623 $649K 0.05% +1,680 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 2,493 shares; 2025Q1: 2,073 shares; 2025Q2: 1,610 shares; 2025Q3: 1,967 shares 1,967 $647K 0.05% +357 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 14,248 shares; 2025Q1: 11,097 shares; 2025Q2: 6,871 shares; 2025Q3: 7,475 shares 7,475 $643K 0.05% +604 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,477 shares; 2024Q4: 39,098 shares; 2025Q1: 39,376 shares; 2025Q2: 15,972 shares; 2025Q3: 16,476 shares 16,476 $640K 0.05% +504 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,981 shares; 2025Q1: 3,864 shares; 2025Q2: not reported; 2025Q3: 3,575 shares 3,575 $638K 0.05% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 3,171 shares; 2025Q1: 2,497 shares; 2025Q2: 1,886 shares; 2025Q3: 2,452 shares 2,452 $635K 0.05% +566 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: 4,615 shares; 2025Q1: 4,607 shares; 2025Q2: 5,996 shares; 2025Q3: 4,724 shares 4,724 $633K 0.05% -1,272 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,195 shares; 2025Q2: 1,214 shares; 2025Q3: 1,273 shares 1,273 $624K 0.05% +59 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,461 shares; 2025Q1: 3,157 shares; 2025Q2: 2,243 shares; 2025Q3: 2,451 shares 2,451 $624K 0.05% +208 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: 23,276 shares; 2024Q4: 24,479 shares; 2025Q1: 21,154 shares; 2025Q2: 23,822 shares; 2025Q3: 19,800 shares 19,800 $622K 0.05% -4,022 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,976 shares; 2024Q4: 17,801 shares; 2025Q1: 11,519 shares; 2025Q2: 6,884 shares; 2025Q3: 8,667 shares 8,667 $618K 0.05% +1,783 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 3,031 shares; 2025Q1: 3,743 shares; 2025Q2: 3,062 shares; 2025Q3: 3,532 shares 3,532 $618K 0.05% +470 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,130 shares; 2024Q4: 41,202 shares; 2025Q1: 38,916 shares; 2025Q2: 25,901 shares; 2025Q3: 24,734 shares 24,734 $616K 0.05% -1,167 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,945 shares; 2025Q1: 15,945 shares; 2025Q2: 15,945 shares; 2025Q3: 15,945 shares 15,945 $615K 0.05% 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: not reported; 2024Q4: 2,115 shares; 2025Q1: 1,818 shares; 2025Q2: 1,212 shares; 2025Q3: 1,167 shares 1,167 $611K 0.05% -45 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: 4,655 shares; 2024Q4: 5,060 shares; 2025Q1: 2,862 shares; 2025Q2: 4,771 shares; 2025Q3: 3,167 shares 3,167 $610K 0.05% -1,604 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: not reported; 2024Q4: 402 shares; 2025Q1: 384 shares; 2025Q2: 283 shares; 2025Q3: 318 shares 318 $608K 0.05% +35 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 3,183 shares; 2025Q1: 2,788 shares; 2025Q2: 2,005 shares; 2025Q3: 2,283 shares 2,283 $599K 0.05% +278 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 10,685 shares; 2025Q1: 10,435 shares; 2025Q2: 7,453 shares; 2025Q3: 7,090 shares 7,090 $598K 0.05% -363 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 2,288 shares; 2025Q1: 879 shares; 2025Q2: 935 shares; 2025Q3: 919 shares 919 $597K 0.05% -16 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,410 shares; 2025Q2: 939 shares; 2025Q3: 1,046 shares 1,046 $591K 0.05% +107 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,998 shares; 2024Q4: 23,751 shares; 2025Q1: 16,378 shares; 2025Q2: 10,123 shares; 2025Q3: 16,653 shares 16,653 $588K 0.05% +6,530 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,067 shares; 2025Q1: 14,495 shares; 2025Q2: 10,009 shares; 2025Q3: 10,002 shares 10,002 $587K 0.05% -7 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: 7,115 shares; 2024Q4: 7,220 shares; 2025Q1: 4,770 shares; 2025Q2: 4,782 shares; 2025Q3: 4,707 shares 4,707 $582K 0.05% -75 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: 3,691 shares; 2024Q4: 3,667 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: 2,840 shares 2,840 $581K 0.05% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 8,976 shares; 2025Q1: 3,991 shares; 2025Q2: 2,517 shares; 2025Q3: 2,524 shares 2,524 $580K 0.05% +7 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 10,644 shares; 2025Q1: 7,566 shares; 2025Q2: 5,093 shares; 2025Q3: 5,085 shares 5,085 $577K 0.05% -8 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,236 shares; 2024Q4: 15,118 shares; 2025Q1: 9,233 shares; 2025Q2: 6,984 shares; 2025Q3: 7,087 shares 7,087 $575K 0.05% +103 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: 4,637 shares; 2024Q4: 4,658 shares; 2025Q1: 3,079 shares; 2025Q2: 2,969 shares; 2025Q3: 3,353 shares 3,353 $573K 0.05% +384 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 4,748 shares 4,748 $572K 0.05% 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: 4,068 shares; 2024Q4: 4,068 shares; 2025Q1: 4,441 shares; 2025Q2: 4,654 shares; 2025Q3: 4,622 shares 4,622 $566K 0.05% -32 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 2,738 shares; 2025Q1: 1,786 shares; 2025Q2: 1,210 shares; 2025Q3: 1,322 shares 1,322 $562K 0.05% +112 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: 9,779 shares; 2024Q4: 11,185 shares; 2025Q1: 7,503 shares; 2025Q2: 7,568 shares; 2025Q3: 6,640 shares 6,640 $562K 0.05% -928 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares 3,639 $561K 0.05% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,211 shares; 2024Q4: 10,588 shares; 2025Q1: 11,560 shares; 2025Q2: 10,903 shares; 2025Q3: 11,901 shares 11,901 $559K 0.05% +998 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: 5,018 shares; 2024Q4: 4,908 shares; 2025Q1: 4,796 shares; 2025Q2: not reported; 2025Q3: 5,085 shares 5,085 $554K 0.04% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,081 shares; 2025Q1: 4,084 shares; 2025Q2: 6,561 shares; 2025Q3: 6,578 shares 6,578 $554K 0.04% +17 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,530 shares; 2025Q1: 4,368 shares; 2025Q2: 3,204 shares; 2025Q3: 5,977 shares 5,977 $553K 0.04% +2,773 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: 2,754 shares; 2024Q4: 3,107 shares; 2025Q1: 1,399 shares; 2025Q2: 1,266 shares; 2025Q3: 1,666 shares 1,666 $548K 0.04% +400 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: 1,964 shares; 2024Q4: 1,957 shares; 2025Q1: 1,445 shares; 2025Q2: 1,424 shares; 2025Q3: 1,898 shares 1,898 $547K 0.04% +474 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,247 shares; 2025Q1: 1,253 shares; 2025Q2: 1,394 shares; 2025Q3: 2,045 shares 2,045 $546K 0.04% +651 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,848 shares; 2025Q1: 823 shares; 2025Q2: 947 shares; 2025Q3: 1,002 shares 1,002 $544K 0.04% +55 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,531 shares; 2025Q1: 4,462 shares; 2025Q2: 6,368 shares; 2025Q3: 7,618 shares 7,618 $541K 0.04% +1,250 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: 845 shares; 2024Q4: 793 shares; 2025Q1: 490 shares; 2025Q2: 774 shares; 2025Q3: 497 shares 497 $536K 0.04% -277 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,608 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares 4,524 $536K 0.04% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,781 shares; 2025Q1: 6,330 shares; 2025Q2: 4,038 shares; 2025Q3: 4,518 shares 4,518 $535K 0.04% +480 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: 10,874 shares; 2024Q4: 10,817 shares; 2025Q1: 10,197 shares; 2025Q2: 10,092 shares; 2025Q3: 10,908 shares 10,908 $527K 0.04% +816 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: 1,751 shares; 2024Q4: 1,885 shares; 2025Q1: 991 shares; 2025Q2: 975 shares; 2025Q3: 1,426 shares 1,426 $527K 0.04% +451 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares 5,302 $524K 0.04% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,469 shares; 2025Q1: 4,819 shares; 2025Q2: 3,632 shares; 2025Q3: 4,442 shares 4,442 $524K 0.04% +810 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,384 shares; 2025Q3: 3,384 shares 3,384 $514K 0.04% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,697 shares; 2025Q1: 1,217 shares; 2025Q2: 943 shares; 2025Q3: 1,226 shares 1,226 $514K 0.04% +283 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 3,917 shares; 2025Q1: 2,479 shares; 2025Q2: 1,620 shares; 2025Q3: 1,709 shares 1,709 $510K 0.04% +89 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,295 shares; 2025Q1: 1,312 shares; 2025Q2: 1,298 shares; 2025Q3: 1,387 shares 1,387 $506K 0.04% +89 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,804 shares; 2025Q1: 3,867 shares; 2025Q2: 3,652 shares; 2025Q3: 3,620 shares 3,620 $504K 0.04% -32 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,132 shares; 2025Q1: 1,227 shares; 2025Q2: 832 shares; 2025Q3: 1,007 shares 1,007 $502K 0.04% +175 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: 3,785 shares; 2024Q4: 3,790 shares; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,997 shares 2,997 $501K 0.04% +925 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,380 shares; 2025Q1: 2,363 shares; 2025Q2: 2,366 shares; 2025Q3: 2,420 shares 2,420 $501K 0.04% +54 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,885 shares; 2025Q1: 3,530 shares; 2025Q2: 2,457 shares; 2025Q3: 2,398 shares 2,398 $499K 0.04% -59 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: 2,071 shares; 2024Q4: 2,094 shares; 2025Q1: 1,501 shares; 2025Q2: not reported; 2025Q3: 1,692 shares 1,692 $497K 0.04% new 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: 2,203 shares; 2024Q4: 2,339 shares; 2025Q1: 1,595 shares; 2025Q2: 1,479 shares; 2025Q3: 1,899 shares 1,899 $495K 0.04% +420 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: 2,409 shares; 2024Q4: 2,512 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,321 shares 2,321 $493K 0.04% +376 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 10,533 shares; 2025Q1: 6,538 shares; 2025Q2: 4,250 shares; 2025Q3: 4,755 shares 4,755 $491K 0.04% +505 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 984 shares; 2025Q1: 987 shares; 2025Q2: 886 shares; 2025Q3: 1,743 shares 1,743 $489K 0.04% +857 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,912 shares; 2024Q4: 22,287 shares; 2025Q1: 22,344 shares; 2025Q2: 24,939 shares; 2025Q3: 30,652 shares 30,652 $489K 0.04% +5,713 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: 398 shares; 2024Q4: 403 shares; 2025Q1: 276 shares; 2025Q2: 4,089 shares; 2025Q3: 4,506 shares 4,506 $486K 0.04% +417 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 555 shares; 2025Q1: 473 shares; 2025Q2: 494 shares; 2025Q3: 984 shares 984 $485K 0.04% +490 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,044 shares; 2025Q1: 5,094 shares; 2025Q2: 5,095 shares; 2025Q3: 5,286 shares 5,286 $483K 0.04% +191 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: 7,758 shares; 2024Q4: 7,580 shares; 2025Q1: 7,274 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares 7,260 $479K 0.04% 0 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: 14,704 shares; 2024Q4: 14,743 shares; 2025Q1: 9,211 shares; 2025Q2: 8,176 shares; 2025Q3: 7,597 shares 7,597 $475K 0.04% -579 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: 2,910 shares; 2024Q4: 3,005 shares; 2025Q1: 1,821 shares; 2025Q2: 1,976 shares; 2025Q3: 2,348 shares 2,348 $473K 0.04% +372 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: 8,769 shares; 2024Q4: 6,849 shares; 2025Q1: 6,801 shares; 2025Q2: 6,373 shares; 2025Q3: 6,373 shares 6,373 $468K 0.04% 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: 5,222 shares; 2024Q4: 4,980 shares; 2025Q1: 4,960 shares; 2025Q2: 4,179 shares; 2025Q3: 5,149 shares 5,149 $467K 0.04% +970 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: 2,470 shares; 2024Q4: 2,604 shares; 2025Q1: 1,935 shares; 2025Q2: 1,894 shares; 2025Q3: 2,322 shares 2,322 $467K 0.04% +428 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,002 shares; 2025Q3: 1,097 shares 1,097 $463K 0.04% +95 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,226 shares; 2025Q1: 2,688 shares; 2025Q2: 2,505 shares; 2025Q3: 2,536 shares 2,536 $461K 0.04% +31 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,507 shares; 2024Q4: 19,474 shares; 2025Q1: 14,205 shares; 2025Q2: 10,922 shares; 2025Q3: 11,431 shares 11,431 $460K 0.04% +509 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,554 shares; 2025Q2: 16,511 shares; 2025Q3: 17,040 shares 17,040 $459K 0.04% +529 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 5,114 shares; 2025Q1: 3,798 shares; 2025Q2: 2,966 shares; 2025Q3: 3,538 shares 3,538 $457K 0.04% +572 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: 5,486 shares; 2024Q4: 5,470 shares; 2025Q1: 5,398 shares; 2025Q2: 3,931 shares; 2025Q3: 4,073 shares 4,073 $457K 0.04% +142 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $453K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,486 shares; 2025Q1: 1,456 shares; 2025Q2: 2,470 shares; 2025Q3: 1,819 shares 1,819 $449K 0.04% -651 Timeline VWOB 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: 32,677 shares; 2024Q4: 23,738 shares; 2025Q1: 5,655 shares; 2025Q2: 5,367 shares; 2025Q3: 6,712 shares 6,712 $449K 0.04% +1,345 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: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,915 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares 1,870 $448K 0.04% 0 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,795 shares; 2025Q1: 6,261 shares; 2025Q2: 4,238 shares; 2025Q3: 4,787 shares 4,787 $444K 0.04% +549 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,966 shares; 2025Q1: 3,023 shares; 2025Q2: 2,150 shares; 2025Q3: 2,624 shares 2,624 $439K 0.04% +474 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,045 shares; 2024Q4: 30,962 shares; 2025Q1: 30,993 shares; 2025Q2: 35,345 shares; 2025Q3: 41,928 shares 41,928 $439K 0.04% +6,583 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: 1,392 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares 2,472 $437K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,707 shares; 2025Q1: 1,186 shares; 2025Q2: 2,146 shares; 2025Q3: 1,548 shares 1,548 $437K 0.04% -598 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,837 shares; 2024Q4: 44,272 shares; 2025Q1: 40,176 shares; 2025Q2: 26,339 shares; 2025Q3: 34,092 shares 34,092 $436K 0.04% +7,753 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 4,758 shares; 2025Q1: 2,594 shares; 2025Q2: 1,972 shares; 2025Q3: 2,046 shares 2,046 $432K 0.03% +74 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 7,483 shares; 2025Q1: 3,924 shares; 2025Q2: 2,567 shares; 2025Q3: 2,769 shares 2,769 $432K 0.03% +202 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: 2,616 shares; 2024Q4: 2,545 shares; 2025Q1: 1,355 shares; 2025Q2: not reported; 2025Q3: 1,756 shares 1,756 $431K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 2,185 shares 2,185 $429K 0.03% +320 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: 2,649 shares; 2024Q4: 2,284 shares; 2025Q1: 1,598 shares; 2025Q2: 1,474 shares; 2025Q3: 2,923 shares 2,923 $428K 0.03% +1,449 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,458 shares; 2025Q1: 4,437 shares; 2025Q2: 5,075 shares; 2025Q3: 5,879 shares 5,879 $427K 0.03% +804 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: 8,490 shares; 2024Q4: 8,358 shares; 2025Q1: 6,477 shares; 2025Q2: 5,997 shares; 2025Q3: 5,181 shares 5,181 $427K 0.03% -816 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: not reported; 2024Q4: 1,593 shares; 2025Q1: 1,422 shares; 2025Q2: 971 shares; 2025Q3: 1,052 shares 1,052 $425K 0.03% +81 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: 3,791 shares; 2024Q4: 3,967 shares; 2025Q1: 3,815 shares; 2025Q2: not reported; 2025Q3: 3,798 shares 3,798 $424K 0.03% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,215 shares; 2025Q1: 2,334 shares; 2025Q2: 1,915 shares; 2025Q3: 2,112 shares 2,112 $418K 0.03% +197 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: 1,397 shares; 2024Q4: 1,400 shares; 2025Q1: 1,021 shares; 2025Q2: 1,065 shares; 2025Q3: 1,188 shares 1,188 $417K 0.03% +123 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: 10,990 shares; 2024Q4: 10,313 shares; 2025Q1: 10,203 shares; 2025Q2: not reported; 2025Q3: 12,040 shares 12,040 $415K 0.03% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,222 shares; 2025Q1: 1,228 shares; 2025Q2: 1,255 shares; 2025Q3: 1,443 shares 1,443 $414K 0.03% +188 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 1,155 shares; 2025Q1: 1,010 shares; 2025Q2: 834 shares; 2025Q3: 1,059 shares 1,059 $414K 0.03% +225 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,287 shares; 2025Q1: 4,101 shares; 2025Q2: 2,912 shares; 2025Q3: 3,261 shares 3,261 $413K 0.03% +349 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares 6,344 $412K 0.03% 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: 2,519 shares; 2024Q4: 6,451 shares; 2025Q1: 5,892 shares; 2025Q2: 4,203 shares; 2025Q3: 4,367 shares 4,367 $410K 0.03% +164 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: 3,427 shares; 2024Q4: 4,221 shares; 2025Q1: 3,526 shares; 2025Q2: 4,740 shares; 2025Q3: 6,880 shares 6,880 $408K 0.03% +2,140 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: 2,768 shares; 2024Q4: 2,618 shares; 2025Q1: 1,545 shares; 2025Q2: 3,121 shares; 2025Q3: 1,844 shares 1,844 $407K 0.03% -1,277 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: 25,841 shares; 2024Q4: 17,648 shares; 2025Q1: 14,940 shares; 2025Q2: not reported; 2025Q3: 12,135 shares 12,135 $407K 0.03% new 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: 1,819 shares; 2024Q4: 1,935 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: 1,280 shares 1,280 $407K 0.03% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 12,011 shares; 2025Q1: 7,980 shares; 2025Q2: not reported; 2025Q3: 5,715 shares 5,715 $406K 0.03% new 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: 2,041 shares; 2024Q4: 2,306 shares; 2025Q1: 1,814 shares; 2025Q2: 1,572 shares; 2025Q3: 1,426 shares 1,426 $402K 0.03% -146 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,033 shares; 2025Q1: 14,453 shares; 2025Q2: 9,998 shares; 2025Q3: 12,025 shares 12,025 $401K 0.03% +2,027 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,870 shares; 2025Q1: 4,058 shares; 2025Q2: 2,777 shares; 2025Q3: 2,928 shares 2,928 $401K 0.03% +151 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,859 shares; 2025Q1: 1,940 shares; 2025Q2: 1,422 shares; 2025Q3: 1,682 shares 1,682 $401K 0.03% +260 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: 2,226 shares; 2025Q2: 1,718 shares; 2025Q3: 1,972 shares 1,972 $400K 0.03% +254 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 15,811 shares; 2025Q1: 11,359 shares; 2025Q2: 7,331 shares; 2025Q3: 8,774 shares 8,774 $397K 0.03% +1,443 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: 6,492 shares; 2024Q4: 6,520 shares; 2025Q1: 3,707 shares; 2025Q2: 3,211 shares; 2025Q3: 4,823 shares 4,823 $397K 0.03% +1,612 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares 5,849 $397K 0.03% 0 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: 10,540 shares; 2024Q4: 10,156 shares; 2025Q1: 7,385 shares; 2025Q2: 4,541 shares; 2025Q3: 5,372 shares 5,372 $396K 0.03% +831 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: 2,471 shares; 2024Q4: 2,202 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: 1,821 shares 1,821 $393K 0.03% new 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: 1,708 shares; 2024Q4: 1,701 shares; 2025Q1: 1,107 shares; 2025Q2: 1,082 shares; 2025Q3: 1,434 shares 1,434 $393K 0.03% +352 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: 6,507 shares; 2024Q4: 5,778 shares; 2025Q1: 5,657 shares; 2025Q2: 3,194 shares; 2025Q3: 3,301 shares 3,301 $392K 0.03% +107 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,863 shares; 2025Q1: 1,647 shares; 2025Q2: 1,583 shares; 2025Q3: 1,675 shares 1,675 $390K 0.03% +92 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,384 shares; 2025Q1: 15,790 shares; 2025Q2: 9,863 shares; 2025Q3: 10,680 shares 10,680 $390K 0.03% +817 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: 2,183 shares; 2024Q4: 2,215 shares; 2025Q1: 1,318 shares; 2025Q2: not reported; 2025Q3: 1,372 shares 1,372 $387K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 4,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares 2,651 $386K 0.03% new 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: 3,148 shares; 2024Q4: 3,173 shares; 2025Q1: 2,000 shares; 2025Q2: 1,946 shares; 2025Q3: 2,289 shares 2,289 $386K 0.03% +343 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 4,877 shares; 2025Q1: 4,877 shares; 2025Q2: 4,877 shares; 2025Q3: 4,877 shares 4,877 $382K 0.03% 0 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: 5,438 shares; 2024Q4: 5,487 shares; 2025Q1: 4,486 shares; 2025Q2: 4,846 shares; 2025Q3: 5,756 shares 5,756 $380K 0.03% +910 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: 6,475 shares; 2024Q4: 4,710 shares; 2025Q1: 5,532 shares; 2025Q2: 5,356 shares; 2025Q3: 5,446 shares 5,446 $380K 0.03% +90 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 3,524 shares; 2025Q2: 2,475 shares; 2025Q3: 3,101 shares 3,101 $380K 0.03% +626 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 12,399 shares; 2025Q1: 8,472 shares; 2025Q2: 5,688 shares; 2025Q3: 5,830 shares 5,830 $375K 0.03% +142 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,417 shares 4,417 $375K 0.03% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,947 shares; 2025Q1: 3,311 shares; 2025Q2: not reported; 2025Q3: 2,491 shares 2,491 $374K 0.03% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,690 shares; 2024Q4: 11,346 shares; 2025Q1: 6,274 shares; 2025Q2: 4,405 shares; 2025Q3: 3,952 shares 3,952 $372K 0.03% -453 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 3,563 shares; 2025Q1: 1,865 shares; 2025Q2: 1,248 shares; 2025Q3: 1,241 shares 1,241 $369K 0.03% -7 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares 3,003 $363K 0.03% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 7,526 shares; 2025Q1: 5,497 shares; 2025Q2: 3,315 shares; 2025Q3: 3,202 shares 3,202 $362K 0.03% -113 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,284 shares; 2024Q4: 6,284 shares; 2025Q1: 6,284 shares; 2025Q2: 6,284 shares; 2025Q3: 6,284 shares 6,284 $361K 0.03% 0 Timeline CGW 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: 5,612 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: not reported; 2025Q3: 5,612 shares 5,612 $361K 0.03% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 9,129 shares; 2025Q1: 8,040 shares; 2025Q2: 9,457 shares; 2025Q3: 7,994 shares 7,994 $359K 0.03% -1,463 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: 721 shares; 2024Q4: 709 shares; 2025Q1: 666 shares; 2025Q2: 692 shares; 2025Q3: 786 shares 786 $359K 0.03% +94 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: 3,217 shares; 2024Q4: 3,509 shares; 2025Q1: 2,230 shares; 2025Q2: 2,187 shares; 2025Q3: 3,135 shares 3,135 $359K 0.03% +948 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares 2,002 $357K 0.03% new 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: 6,824 shares; 2024Q4: 6,360 shares; 2025Q1: 6,168 shares; 2025Q2: 5,456 shares; 2025Q3: 5,601 shares 5,601 $355K 0.03% +145 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 31,446 shares; 2025Q1: 13,974 shares; 2025Q2: 11,602 shares; 2025Q3: 12,491 shares 12,491 $354K 0.03% +889 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: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares 1,296 $351K 0.03% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 5,786 shares; 2025Q1: 3,756 shares; 2025Q2: 2,373 shares; 2025Q3: 2,626 shares 2,626 $351K 0.03% +253 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,437 shares; 2025Q3: 8,532 shares 8,532 $350K 0.03% +2,095 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares 1,705 $349K 0.03% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: 4,463 shares; 2025Q1: 2,451 shares; 2025Q2: not reported; 2025Q3: 2,052 shares 2,052 $349K 0.03% new Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 8,148 shares; 2025Q1: 6,892 shares; 2025Q2: 4,943 shares; 2025Q3: 6,555 shares 6,555 $349K 0.03% +1,612 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: 5,749 shares; 2024Q4: 5,660 shares; 2025Q1: 4,681 shares; 2025Q2: 4,403 shares; 2025Q3: 4,176 shares 4,176 $349K 0.03% -227 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,986 shares; 2024Q4: 14,903 shares; 2025Q1: 13,738 shares; 2025Q2: 8,557 shares; 2025Q3: 11,420 shares 11,420 $346K 0.03% +2,863 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 11,129 shares; 2025Q1: 6,382 shares; 2025Q2: 4,602 shares; 2025Q3: 4,974 shares 4,974 $346K 0.03% +372 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: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares 2,731 $344K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,423 shares; 2025Q1: 7,417 shares; 2025Q2: 7,931 shares; 2025Q3: 7,545 shares 7,545 $340K 0.03% -386 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,809 shares; 2024Q4: 15,258 shares; 2025Q1: 6,534 shares; 2025Q2: 3,763 shares; 2025Q3: 4,641 shares 4,641 $339K 0.03% +878 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 4,972 shares; 2025Q1: 2,345 shares; 2025Q2: 2,341 shares; 2025Q3: 2,613 shares 2,613 $339K 0.03% +272 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: 4,044 shares; 2024Q4: 4,213 shares; 2025Q1: 3,036 shares; 2025Q2: 4,531 shares; 2025Q3: 3,046 shares 3,046 $338K 0.03% -1,485 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,947 shares; 2025Q2: 3,069 shares; 2025Q3: 3,200 shares 3,200 $337K 0.03% +131 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: 10,252 shares; 2024Q4: 10,292 shares; 2025Q1: 5,437 shares; 2025Q2: 5,875 shares; 2025Q3: 7,435 shares 7,435 $335K 0.03% +1,560 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,167 shares; 2025Q1: 1,579 shares; 2025Q2: 1,412 shares; 2025Q3: 1,627 shares 1,627 $334K 0.03% +215 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: 3,406 shares; 2024Q4: 3,390 shares; 2025Q1: 3,280 shares; 2025Q2: not reported; 2025Q3: 2,954 shares 2,954 $332K 0.03% new Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares 4,188 $328K 0.03% 0 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: 2,826 shares; 2024Q4: 2,852 shares; 2025Q1: 2,014 shares; 2025Q2: 1,752 shares; 2025Q3: 1,645 shares 1,645 $326K 0.03% -107 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: 1,031 shares; 2024Q4: 1,022 shares; 2025Q1: 1,015 shares; 2025Q2: not reported; 2025Q3: 1,166 shares 1,166 $326K 0.03% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,687 shares; 2025Q2: 1,345 shares; 2025Q3: 1,292 shares 1,292 $325K 0.03% -53 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 4,189 shares; 2025Q1: 1,765 shares; 2025Q2: 1,614 shares; 2025Q3: 2,060 shares 2,060 $325K 0.03% +446 Timeline 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: 6,650 shares; 2024Q4: 6,851 shares; 2025Q1: 8,068 shares; 2025Q2: 6,797 shares; 2025Q3: 7,625 shares 7,625 $324K 0.03% +828 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 12,060 shares; 2025Q1: 8,290 shares; 2025Q2: 5,824 shares; 2025Q3: 5,852 shares 5,852 $323K 0.03% +28 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 7,043 shares; 2025Q1: 4,672 shares; 2025Q2: 3,186 shares; 2025Q3: 3,377 shares 3,377 $321K 0.03% +191 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: 1,976 shares; 2024Q4: 2,265 shares; 2025Q1: 2,141 shares; 2025Q2: 2,159 shares; 2025Q3: 2,358 shares 2,358 $321K 0.03% +199 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,063 shares; 2024Q4: 10,560 shares; 2025Q1: 6,548 shares; 2025Q2: 3,646 shares; 2025Q3: 3,884 shares 3,884 $321K 0.03% +238 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: 349 shares; 2024Q4: 339 shares; 2025Q1: 337 shares; 2025Q2: 731 shares; 2025Q3: 422 shares 422 $320K 0.03% -309 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,660 shares; 2025Q1: 6,843 shares; 2025Q2: not reported; 2025Q3: 6,028 shares 6,028 $318K 0.03% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 13,432 shares; 2025Q1: 12,837 shares; 2025Q2: 12,837 shares; 2025Q3: 12,790 shares 12,790 $316K 0.03% -47 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares 1,868 $316K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 819 shares; 2025Q1: 622 shares; 2025Q2: not reported; 2025Q3: 978 shares 978 $316K 0.03% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,578 shares; 2025Q1: 4,629 shares; 2025Q2: 4,636 shares; 2025Q3: 5,046 shares 5,046 $316K 0.03% +410 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: 851 shares; 2024Q4: 947 shares; 2025Q1: 629 shares; 2025Q2: 588 shares; 2025Q3: 885 shares 885 $316K 0.03% +297 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,015 shares; 2024Q4: 69,582 shares; 2025Q1: 37,117 shares; 2025Q2: 32,009 shares; 2025Q3: 34,605 shares 34,605 $315K 0.03% +2,596 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: 1,898 shares; 2024Q4: 1,957 shares; 2025Q1: 1,880 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares 1,870 $312K 0.03% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,675 shares; 2025Q1: 4,697 shares; 2025Q2: 3,438 shares; 2025Q3: 3,899 shares 3,899 $312K 0.03% +461 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 4,645 shares; 2025Q1: 2,767 shares; 2025Q2: 2,595 shares; 2025Q3: 2,975 shares 2,975 $310K 0.02% +380 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 4,325 shares; 2025Q1: 2,154 shares; 2025Q2: 2,115 shares; 2025Q3: 2,431 shares 2,431 $309K 0.02% +316 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,880 shares; 2025Q3: 9,880 shares 9,880 $308K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 7,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares 5,047 $308K 0.02% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,876 shares; 2025Q1: 1,238 shares; 2025Q2: 1,216 shares; 2025Q3: 1,369 shares 1,369 $304K 0.02% +153 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: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares 2,365 $304K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,548 shares; 2025Q1: 3,482 shares; 2025Q2: 3,756 shares; 2025Q3: 3,698 shares 3,698 $303K 0.02% -58 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,470 shares; 2025Q1: 1,610 shares; 2025Q2: 1,586 shares; 2025Q3: 1,579 shares 1,579 $302K 0.02% -7 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: 2,659 shares; 2024Q4: 2,790 shares; 2025Q1: 2,770 shares; 2025Q2: 2,587 shares; 2025Q3: 3,001 shares 3,001 $302K 0.02% +414 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: not reported; 2025Q3: 4,986 shares 4,986 $298K 0.02% new IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares 1,559 $296K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,694 shares; 2025Q1: 5,520 shares; 2025Q2: 6,509 shares; 2025Q3: 7,410 shares 7,410 $291K 0.02% +901 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 11,940 shares; 2025Q1: 8,975 shares; 2025Q2: not reported; 2025Q3: 5,450 shares 5,450 $289K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 2,186 shares; 2025Q3: 2,518 shares 2,518 $289K 0.02% +332 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares 677 $289K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,938 shares; 2025Q3: 14,864 shares 14,864 $286K 0.02% +2,926 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: 1,765 shares; 2024Q4: 1,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares 2,069 $286K 0.02% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 12,870 shares; 2025Q1: 12,365 shares; 2025Q2: 12,015 shares; 2025Q3: 16,814 shares 16,814 $281K 0.02% +4,799 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: 2,564 shares; 2025Q2: 1,766 shares; 2025Q3: 2,112 shares 2,112 $279K 0.02% +346 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: 6,538 shares; 2024Q4: 5,973 shares; 2025Q1: 4,362 shares; 2025Q2: 4,011 shares; 2025Q3: 4,563 shares 4,563 $279K 0.02% +552 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,563 shares 3,563 $278K 0.02% new Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,292 shares; 2024Q4: 15,597 shares; 2025Q1: 15,250 shares; 2025Q2: 10,159 shares; 2025Q3: 11,094 shares 11,094 $275K 0.02% +935 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: 76 shares; 2024Q4: 89 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: 64 shares 64 $275K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 928 shares; 2025Q1: 653 shares; 2025Q2: 588 shares; 2025Q3: 790 shares 790 $274K 0.02% +202 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,648 shares; 2024Q4: 12,836 shares; 2025Q1: 8,285 shares; 2025Q2: 5,057 shares; 2025Q3: 5,148 shares 5,148 $273K 0.02% +91 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 2,870 shares; 2025Q1: 1,781 shares; 2025Q2: 1,127 shares; 2025Q3: 1,124 shares 1,124 $273K 0.02% -3 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: 4,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares 3,614 $272K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,137 shares; 2025Q1: 2,037 shares; 2025Q2: 1,976 shares; 2025Q3: 2,146 shares 2,146 $272K 0.02% +170 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,594 shares; 2025Q1: 4,423 shares; 2025Q2: 2,632 shares; 2025Q3: 3,098 shares 3,098 $272K 0.02% +466 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,064 shares; 2025Q1: 1,061 shares; 2025Q2: 925 shares; 2025Q3: 1,035 shares 1,035 $270K 0.02% +110 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 1,090 shares 1,090 $270K 0.02% +191 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,286 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares 3,215 $269K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,590 shares; 2025Q1: 1,017 shares; 2025Q2: 965 shares; 2025Q3: 1,401 shares 1,401 $269K 0.02% +436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares 218 $268K 0.02% new 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: not reported; 2024Q4: 4,666 shares; 2025Q1: 4,676 shares; 2025Q2: not reported; 2025Q3: 5,004 shares 5,004 $267K 0.02% new 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: 3,465 shares; 2024Q4: 3,398 shares; 2025Q1: 3,198 shares; 2025Q2: 2,831 shares; 2025Q3: 2,831 shares 2,831 $267K 0.02% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,994 shares; 2025Q1: 6,488 shares; 2025Q2: not reported; 2025Q3: 7,823 shares 7,823 $266K 0.02% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares 2,517 $262K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares 1,110 $262K 0.02% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,877 shares; 2024Q4: 22,819 shares; 2025Q1: 14,138 shares; 2025Q2: not reported; 2025Q3: 10,469 shares 10,469 $261K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 5,092 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,895 shares 3,895 $261K 0.02% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 3,682 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,556 shares 3,556 $261K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,056 shares; 2024Q4: 9,490 shares; 2025Q1: 4,645 shares; 2025Q2: 4,479 shares; 2025Q3: 3,870 shares 3,870 $260K 0.02% -609 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,591 shares; 2024Q4: 9,742 shares; 2025Q1: 4,739 shares; 2025Q2: 2,995 shares; 2025Q3: 3,681 shares 3,681 $258K 0.02% +686 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $257K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,467 shares; 2025Q1: 3,427 shares; 2025Q2: not reported; 2025Q3: 4,278 shares 4,278 $255K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,144 shares; 2024Q4: 24,653 shares; 2025Q1: 18,327 shares; 2025Q2: 17,980 shares; 2025Q3: 21,209 shares 21,209 $254K 0.02% +3,229 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 5,024 shares; 2025Q1: 2,231 shares; 2025Q2: not reported; 2025Q3: 1,524 shares 1,524 $253K 0.02% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 835 shares; 2025Q1: 834 shares; 2025Q2: 755 shares; 2025Q3: 911 shares 911 $251K 0.02% +156 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: 521 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 521 shares 521 $250K 0.02% 0 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: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares 2,308 $248K 0.02% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,729 shares; 2024Q4: 11,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,136 shares 7,136 $247K 0.02% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 4,460 shares; 2025Q1: 2,343 shares; 2025Q2: 2,752 shares; 2025Q3: 2,651 shares 2,651 $247K 0.02% -101 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 371 shares; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 315 shares 315 $247K 0.02% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,231 shares; 2024Q4: 23,675 shares; 2025Q1: 9,300 shares; 2025Q2: 8,296 shares; 2025Q3: 7,647 shares 7,647 $246K 0.02% -649 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: 949 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares 908 $245K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,109 shares; 2025Q1: 835 shares; 2025Q2: not reported; 2025Q3: 942 shares 942 $245K 0.02% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 227 shares; 2025Q1: 196 shares; 2025Q2: not reported; 2025Q3: 2,089 shares 2,089 $245K 0.02% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,680 shares 1,680 $245K 0.02% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares 2,212 $243K 0.02% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 12,703 shares; 2025Q1: 11,982 shares; 2025Q2: 7,867 shares; 2025Q3: 8,705 shares 8,705 $242K 0.02% +838 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,653 shares; 2025Q2: 1,177 shares; 2025Q3: 1,398 shares 1,398 $242K 0.02% +221 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares 1,693 $240K 0.02% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares 1,339 $239K 0.02% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: 1,369 shares; 2025Q2: 980 shares; 2025Q3: 1,250 shares 1,250 $239K 0.02% +270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares 797 $239K 0.02% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares 706 $238K 0.02% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,616 shares; 2025Q1: 2,675 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $238K 0.02% 0 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 6,480 shares; 2025Q1: 2,999 shares; 2025Q2: 2,155 shares; 2025Q3: 2,905 shares 2,905 $237K 0.02% +750 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: 13,378 shares; 2024Q4: 13,722 shares; 2025Q1: 8,607 shares; 2025Q2: 8,080 shares; 2025Q3: 6,665 shares 6,665 $237K 0.02% -1,415 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 3,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,528 shares 3,528 $237K 0.02% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,483 shares; 2025Q1: 1,823 shares; 2025Q2: not reported; 2025Q3: 1,685 shares 1,685 $237K 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,157 shares; 2025Q1: 1,219 shares; 2025Q2: 1,059 shares; 2025Q3: 1,230 shares 1,230 $236K 0.02% +171 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: not reported; 2025Q3: 8,182 shares 8,182 $236K 0.02% new 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: 12,791 shares; 2024Q4: 14,194 shares; 2025Q1: 6,220 shares; 2025Q2: 4,236 shares; 2025Q3: 3,968 shares 3,968 $234K 0.02% -268 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 2,581 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares 2,554 $233K 0.02% 0 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: 2,310 shares; 2024Q4: 2,564 shares; 2025Q1: 1,867 shares; 2025Q2: 1,745 shares; 2025Q3: 1,810 shares 1,810 $233K 0.02% +65 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 14,583 shares; 2025Q1: 8,365 shares; 2025Q2: 7,644 shares; 2025Q3: 8,220 shares 8,220 $233K 0.02% +576 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,493 shares; 2025Q1: 6,402 shares; 2025Q2: 3,954 shares; 2025Q3: 4,012 shares 4,012 $230K 0.02% +58 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: 2,487 shares; 2024Q4: 2,567 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 1,330 shares 1,330 $227K 0.02% new Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,630 shares; 2024Q4: 29,279 shares; 2025Q1: 15,303 shares; 2025Q2: 8,347 shares; 2025Q3: 9,064 shares 9,064 $225K 0.02% +717 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,096 shares; 2024Q4: 11,457 shares; 2025Q1: 11,227 shares; 2025Q2: not reported; 2025Q3: 10,238 shares 10,238 $225K 0.02% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,699 shares 2,699 $225K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares 530 $224K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,671 shares 3,671 $223K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 192 shares; 2025Q1: 159 shares; 2025Q2: 144 shares; 2025Q3: 149 shares 149 $223K 0.02% +5 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: 451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares 347 $222K 0.02% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 9,892 shares; 2025Q1: 4,266 shares; 2025Q2: 3,898 shares; 2025Q3: 3,679 shares 3,679 $220K 0.02% -219 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,409 shares 8,409 $219K 0.02% new Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,528 shares; 2024Q4: 15,086 shares; 2025Q1: 10,655 shares; 2025Q2: 9,430 shares; 2025Q3: 10,369 shares 10,369 $219K 0.02% +939 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares 626 $217K 0.02% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares 342 $216K 0.02% new Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 7,325 shares; 2025Q1: 3,410 shares; 2025Q2: not reported; 2025Q3: 2,083 shares 2,083 $215K 0.02% new 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: 524 shares; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares 451 $215K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,181 shares; 2025Q2: not reported; 2025Q3: 3,181 shares 3,181 $214K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares 1,254 $213K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: 2,284 shares; 2025Q2: 2,068 shares; 2025Q3: 1,130 shares 1,130 $211K 0.02% -938 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,113 shares 7,113 $211K 0.02% new 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: 7,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares 4,420 $211K 0.02% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,443 shares 1,443 $210K 0.02% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 3,052 shares 3,052 $210K 0.02% new 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: 418 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares 340 $207K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,216 shares 1,216 $207K 0.02% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,582 shares 3,582 $206K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 916 shares; 2025Q1: 707 shares; 2025Q2: 637 shares; 2025Q3: 409 shares 409 $204K 0.02% -228 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares 930 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,653 shares 2,653 $203K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,627 shares 22,627 $203K 0.02% new 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: 5,580 shares; 2024Q4: 5,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares 4,415 $202K 0.02% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares 794 $201K 0.02% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,552 shares 4,552 $200K 0.02% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 22,310 shares; 2025Q1: 11,074 shares; 2025Q2: 10,592 shares; 2025Q3: 12,333 shares 12,333 $199K 0.02% +1,741 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 19,083 shares; 2025Q1: 15,665 shares; 2025Q2: 14,077 shares; 2025Q3: 18,449 shares 18,449 $196K 0.02% +4,372 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,683 shares; 2024Q4: 21,996 shares; 2025Q1: 22,003 shares; 2025Q2: 22,215 shares; 2025Q3: 26,558 shares 26,558 $178K 0.01% +4,343 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,067 shares; 2024Q4: 45,455 shares; 2025Q1: 29,069 shares; 2025Q2: 17,425 shares; 2025Q3: 17,180 shares 17,180 $170K 0.01% -245 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,911 shares; 2024Q4: 27,613 shares; 2025Q1: 19,090 shares; 2025Q2: 12,725 shares; 2025Q3: 12,743 shares 12,743 $153K 0.01% +18 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 23,620 shares; 2025Q1: 23,380 shares; 2025Q2: 23,651 shares; 2025Q3: 30,081 shares 30,081 $137K 0.01% +6,430 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 13,771 shares; 2025Q1: 23,396 shares; 2025Q2: not reported; 2025Q3: 22,453 shares 22,453 $126K 0.01% new Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,290 shares; 2024Q4: 34,832 shares; 2025Q1: 24,436 shares; 2025Q2: 14,657 shares; 2025Q3: 13,162 shares 13,162 $101K 0.01% -1,495 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,238 shares; 2025Q1: 13,468 shares; 2025Q2: not reported; 2025Q3: 10,907 shares 10,907 $66.8K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,387 shares; 2025Q3: 10,881 shares 10,881 $52.3K <0.01% +494 Timeline