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: 289,354 shares; 2024Q4: 294,962 shares; 2025Q1: 362,329 shares; 2025Q2: 362,465 shares; 2025Q3: 393,079 shares 393,079 $73.3M 5.88% +30,614 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: 185,643 shares; 2024Q4: 174,236 shares; 2025Q1: 182,116 shares; 2025Q2: 225,522 shares; 2025Q3: 228,650 shares 228,650 $58.2M 4.67% +3,128 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: 99,177 shares; 2024Q4: 101,024 shares; 2025Q1: 104,534 shares; 2025Q2: 105,117 shares; 2025Q3: 102,890 shares 102,890 $53.3M 4.27% -2,227 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: 180,346 shares; 2024Q4: 182,859 shares; 2025Q1: 197,937 shares; 2025Q2: 218,706 shares; 2025Q3: 210,479 shares 210,479 $51.2M 4.1% -8,227 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: 195,616 shares; 2024Q4: 198,215 shares; 2025Q1: 200,702 shares; 2025Q2: 221,057 shares; 2025Q3: 221,386 shares 221,386 $48.6M 3.9% +329 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: 193,853 shares; 2024Q4: 192,483 shares; 2025Q1: 193,858 shares; 2025Q2: 139,460 shares; 2025Q3: 136,447 shares 136,447 $38.5M 3.08% -3,013 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: 48,028 shares; 2024Q4: 48,033 shares; 2025Q1: 48,561 shares; 2025Q2: 46,656 shares; 2025Q3: 46,270 shares 46,270 $34M 2.73% -386 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: 15,896 shares; 2024Q4: 16,119 shares; 2025Q1: 10,508 shares; 2025Q2: 113,504 shares; 2025Q3: 75,758 shares 75,758 $25M 2% -37,746 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: 81,409 shares; 2024Q4: 80,851 shares; 2025Q1: 69,848 shares; 2025Q2: 76,086 shares; 2025Q3: 75,515 shares 75,515 $23.8M 1.91% -571 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: 37,609 shares; 2024Q4: 38,233 shares; 2025Q1: 39,298 shares; 2025Q2: 40,803 shares; 2025Q3: 40,833 shares 40,833 $23.2M 1.86% +30 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: 22,213 shares; 2024Q4: 22,323 shares; 2025Q1: 23,031 shares; 2025Q2: 23,044 shares; 2025Q3: 23,094 shares 23,094 $21.3M 1.7% +50 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: 45,375 shares; 2024Q4: 92,205 shares; 2025Q1: 94,861 shares; 2025Q2: 94,986 shares; 2025Q3: 95,866 shares 95,866 $19.5M 1.57% +880 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: 266,558 shares; 2024Q4: 330,999 shares; 2025Q1: 339,582 shares; 2025Q2: 336,480 shares; 2025Q3: 404,052 shares 404,052 $19M 1.52% +67,572 Timeline USFR 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: 617,465 shares; 2024Q4: 408,884 shares; 2025Q1: 344,028 shares; 2025Q2: 199,947 shares; 2025Q3: 371,379 shares 371,379 $18.7M 1.5% +171,432 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: 185,742 shares; 2024Q4: 188,239 shares; 2025Q1: 192,558 shares; 2025Q2: 194,299 shares; 2025Q3: 190,567 shares 190,567 $18.2M 1.46% -3,732 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: 30,833 shares; 2024Q4: 31,584 shares; 2025Q1: 22,552 shares; 2025Q2: 34,957 shares; 2025Q3: 36,051 shares 36,051 $18M 1.44% +1,094 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: 23,269 shares; 2024Q4: 23,235 shares; 2025Q1: 23,501 shares; 2025Q2: 23,597 shares; 2025Q3: 23,468 shares 23,468 $17.8M 1.43% -129 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: 360,900 shares; 2024Q4: 359,802 shares; 2025Q1: 334,586 shares; 2025Q2: 332,619 shares; 2025Q3: 331,846 shares 331,846 $17.1M 1.37% -773 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: 32,158 shares; 2024Q4: 33,188 shares; 2025Q1: 32,027 shares; 2025Q2: 33,149 shares; 2025Q3: 46,216 shares 46,216 $16.3M 1.31% +13,067 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,744 shares; 2025Q3: 59,170 shares 59,170 $16M 1.29% +8,426 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: 95,796 shares; 2024Q4: 96,177 shares; 2025Q1: 112,889 shares; 2025Q2: 168,500 shares; 2025Q3: 190,265 shares 190,265 $16M 1.28% +21,765 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927 shares; 2025Q1: 1,165 shares; 2025Q2: 15,641 shares; 2025Q3: 16,479 shares 16,479 $16M 1.28% +838 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,588 shares; 2025Q2: 41,342 shares; 2025Q3: 41,826 shares 41,826 $15.7M 1.26% +484 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: 26,151 shares; 2024Q4: 27,269 shares; 2025Q1: 36,339 shares; 2025Q2: 26,211 shares; 2025Q3: 32,161 shares 32,161 $15.6M 1.25% +5,950 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: 54,162 shares; 2024Q4: 54,690 shares; 2025Q1: 55,252 shares; 2025Q2: 55,256 shares; 2025Q3: 55,649 shares 55,649 $15.2M 1.22% +393 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: 159,917 shares; 2024Q4: 168,159 shares; 2025Q1: 185,571 shares; 2025Q2: 186,619 shares; 2025Q3: 189,311 shares 189,311 $14.7M 1.18% +2,692 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,279 shares; 2024Q4: 64,259 shares; 2025Q1: 64,979 shares; 2025Q2: 64,028 shares; 2025Q3: 65,191 shares 65,191 $14.4M 1.15% +1,163 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,918 shares; 2024Q4: 201,623 shares; 2025Q1: 201,438 shares; 2025Q2: 194,457 shares; 2025Q3: 180,645 shares 180,645 $14.2M 1.14% -13,812 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,843 shares; 2024Q4: 549,186 shares; 2025Q1: 497,943 shares; 2025Q2: 493,344 shares; 2025Q3: 499,547 shares 499,547 $14.1M 1.13% +6,203 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,971 shares; 2024Q4: 269,044 shares; 2025Q1: 282,523 shares; 2025Q2: 288,252 shares; 2025Q3: 292,958 shares 292,958 $13.6M 1.09% +4,706 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: 2,839 shares; 2024Q4: 2,807 shares; 2025Q1: 2,475 shares; 2025Q2: 105,602 shares; 2025Q3: 107,596 shares 107,596 $13.3M 1.07% +1,994 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,672 shares; 2025Q2: 131,495 shares; 2025Q3: 129,908 shares 129,908 $13.2M 1.06% -1,587 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,849 shares; 2024Q4: 292,129 shares; 2025Q1: 163,085 shares; 2025Q2: 136,828 shares; 2025Q3: 140,404 shares 140,404 $13.1M 1.05% +3,576 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: 31,261 shares; 2024Q4: 31,383 shares; 2025Q1: 29,252 shares; 2025Q2: 29,435 shares; 2025Q3: 29,767 shares 29,767 $12.1M 0.97% +332 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,254 shares; 2024Q4: 16,846 shares; 2025Q1: 17,106 shares; 2025Q2: 15,402 shares; 2025Q3: 15,566 shares 15,566 $12M 0.96% +164 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: 121,706 shares; 2024Q4: 125,107 shares; 2025Q1: 128,130 shares; 2025Q2: 132,450 shares; 2025Q3: 135,912 shares 135,912 $11.5M 0.92% +3,462 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,296 shares; 2024Q4: 86,218 shares; 2025Q1: 58,962 shares; 2025Q2: 31,381 shares; 2025Q3: 31,136 shares 31,136 $11.1M 0.89% -245 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: 60,192 shares; 2024Q4: 33,230 shares; 2025Q1: 59,549 shares; 2025Q2: 59,142 shares; 2025Q3: 59,121 shares 59,121 $11M 0.88% -21 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: 144,739 shares; 2024Q4: 148,827 shares; 2025Q1: 152,698 shares; 2025Q2: 155,290 shares; 2025Q3: 155,448 shares 155,448 $10.5M 0.84% +158 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: 81,572 shares; 2024Q4: 82,317 shares; 2025Q1: 79,139 shares; 2025Q2: 61,217 shares; 2025Q3: 62,804 shares 62,804 $10.2M 0.82% +1,587 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,390 shares; 2024Q4: 109,016 shares; 2025Q1: 109,447 shares; 2025Q2: 124,438 shares; 2025Q3: 126,735 shares 126,735 $9.95M 0.8% +2,297 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: 159,265 shares; 2024Q4: 191,432 shares; 2025Q1: 183,774 shares; 2025Q2: 181,675 shares; 2025Q3: 176,338 shares 176,338 $9.5M 0.76% -5,337 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: 103,514 shares; 2024Q4: 111,438 shares; 2025Q1: 115,624 shares; 2025Q2: 115,184 shares; 2025Q3: 118,766 shares 118,766 $9.49M 0.76% +3,582 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: 31,593 shares; 2024Q4: 32,413 shares; 2025Q1: 30,333 shares; 2025Q2: 30,922 shares; 2025Q3: 31,919 shares 31,919 $9.01M 0.72% +997 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: 80,380 shares; 2024Q4: 82,321 shares; 2025Q1: 82,847 shares; 2025Q2: 82,773 shares; 2025Q3: 55,138 shares 55,138 $8.56M 0.69% -27,635 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: 39,758 shares; 2024Q4: 40,389 shares; 2025Q1: 40,232 shares; 2025Q2: 40,297 shares; 2025Q3: 39,888 shares 39,888 $8.24M 0.66% -409 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: 108,328 shares; 2024Q4: 113,013 shares; 2025Q1: 123,226 shares; 2025Q2: 127,794 shares; 2025Q3: 133,623 shares 133,623 $8.12M 0.65% +5,829 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: 97,677 shares; 2024Q4: 98,529 shares; 2025Q1: 97,860 shares; 2025Q2: 96,279 shares; 2025Q3: 98,143 shares 98,143 $7.69M 0.62% +1,864 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: 60,286 shares; 2024Q4: 60,793 shares; 2025Q1: 62,959 shares; 2025Q2: 63,684 shares; 2025Q3: 64,536 shares 64,536 $7.39M 0.59% +852 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,537 shares; 2025Q1: 27,606 shares; 2025Q2: 30,252 shares; 2025Q3: 30,683 shares 30,683 $7.21M 0.58% +431 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: 25,684 shares; 2024Q4: 26,219 shares; 2025Q1: 27,022 shares; 2025Q2: 38,721 shares; 2025Q3: 38,191 shares 38,191 $6.75M 0.54% -530 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: 59,945 shares; 2024Q4: 59,964 shares; 2025Q1: 61,277 shares; 2025Q2: 53,670 shares; 2025Q3: 54,208 shares 54,208 $6.11M 0.49% +538 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: 39,025 shares; 2024Q4: 39,087 shares; 2025Q1: 38,397 shares; 2025Q2: 24,845 shares; 2025Q3: 25,471 shares 25,471 $6.1M 0.49% +626 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,569 shares; 2024Q4: 17,828 shares; 2025Q1: 18,174 shares; 2025Q2: 21,624 shares; 2025Q3: 21,692 shares 21,692 $5.92M 0.47% +68 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: 11,569 shares; 2024Q4: 11,454 shares; 2025Q1: 13,711 shares; 2025Q2: 13,368 shares; 2025Q3: 12,951 shares 12,951 $5.76M 0.46% -417 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,531 shares; 2024Q4: 86,933 shares; 2025Q1: 85,973 shares; 2025Q2: 85,818 shares; 2025Q3: 85,419 shares 85,419 $5.47M 0.44% -399 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: 37,636 shares; 2024Q4: 38,372 shares; 2025Q1: 79,151 shares; 2025Q2: 77,753 shares; 2025Q3: 76,538 shares 76,538 $5.19M 0.42% -1,215 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: 59,472 shares; 2024Q4: 59,752 shares; 2025Q1: 78,376 shares; 2025Q2: 77,972 shares; 2025Q3: 76,672 shares 76,672 $5.17M 0.41% -1,300 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 32,989 shares; 2025Q1: 34,356 shares; 2025Q2: 41,349 shares; 2025Q3: 41,197 shares 41,197 $5.08M 0.41% -152 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,394 shares; 2024Q4: 69,693 shares; 2025Q1: 70,778 shares; 2025Q2: 70,030 shares; 2025Q3: 69,827 shares 69,827 $4.89M 0.39% -203 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: 14,847 shares; 2024Q4: 15,270 shares; 2025Q1: 12,784 shares; 2025Q2: 13,787 shares; 2025Q3: 13,592 shares 13,592 $4.64M 0.37% -195 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,149 shares; 2025Q3: 20,590 shares 20,590 $4.08M 0.33% -559 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 11,211 shares; 2025Q1: 11,027 shares; 2025Q2: 10,849 shares; 2025Q3: 10,721 shares 10,721 $3.57M 0.29% -128 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: 12,092 shares; 2024Q4: 12,395 shares; 2025Q1: 20,912 shares; 2025Q2: 21,463 shares; 2025Q3: 25,179 shares 25,179 $3.54M 0.28% +3,716 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: 4,143 shares; 2024Q4: 4,304 shares; 2025Q1: 4,177 shares; 2025Q2: 4,275 shares; 2025Q3: 4,570 shares 4,570 $3.49M 0.28% +295 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: 43,336 shares; 2024Q4: 43,279 shares; 2025Q1: 20,389 shares; 2025Q2: 20,252 shares; 2025Q3: 19,884 shares 19,884 $3.33M 0.27% -368 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: 38,947 shares; 2024Q4: 42,803 shares; 2025Q1: 46,011 shares; 2025Q2: 47,573 shares; 2025Q3: 49,197 shares 49,197 $3.3M 0.26% +1,624 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: 18,400 shares; 2024Q4: 17,699 shares; 2025Q1: 23,040 shares; 2025Q2: 21,495 shares; 2025Q3: 21,307 shares 21,307 $3.27M 0.26% -188 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,317 shares; 2025Q2: 7,097 shares; 2025Q3: 7,126 shares 7,126 $3.26M 0.26% +29 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: 39,993 shares; 2024Q4: 39,648 shares; 2025Q1: 38,753 shares; 2025Q2: 38,412 shares; 2025Q3: 37,686 shares 37,686 $3.16M 0.25% -726 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: 5,276 shares; 2024Q4: 5,220 shares; 2025Q1: 5,134 shares; 2025Q2: 5,074 shares; 2025Q3: 6,228 shares 6,228 $3.13M 0.25% +1,154 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: 31,378 shares; 2024Q4: 30,790 shares; 2025Q1: 29,916 shares; 2025Q2: 27,817 shares; 2025Q3: 27,294 shares 27,294 $3.03M 0.24% -523 Timeline SPMD 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: 66,010 shares; 2024Q4: 59,301 shares; 2025Q1: 59,031 shares; 2025Q2: 53,062 shares; 2025Q3: 52,598 shares 52,598 $3.01M 0.24% -464 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 13,014 shares; 2025Q2: 19,226 shares; 2025Q3: 19,435 shares 19,435 $2.89M 0.23% +209 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,762 shares; 2024Q4: 25,845 shares; 2025Q1: 28,105 shares; 2025Q2: 28,881 shares; 2025Q3: 27,460 shares 27,460 $2.88M 0.23% -1,421 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,774 shares; 2024Q4: 34,502 shares; 2025Q1: 19,290 shares; 2025Q2: 18,899 shares; 2025Q3: 18,676 shares 18,676 $2.8M 0.22% -223 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: 24,660 shares; 2024Q4: 80,227 shares; 2025Q1: 19,858 shares; 2025Q2: 19,456 shares; 2025Q3: 19,382 shares 19,382 $2.7M 0.22% -74 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: 2,453 shares; 2024Q4: 2,517 shares; 2025Q1: 2,639 shares; 2025Q2: 2,191 shares; 2025Q3: 2,245 shares 2,245 $2.69M 0.22% +54 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: 59,559 shares; 2024Q4: 58,323 shares; 2025Q1: 60,856 shares; 2025Q2: 61,491 shares; 2025Q3: 60,970 shares 60,970 $2.68M 0.21% -521 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: 9,190 shares; 2024Q4: 9,624 shares; 2025Q1: 10,134 shares; 2025Q2: 10,033 shares; 2025Q3: 10,026 shares 10,026 $2.61M 0.21% -7 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: 12,746 shares; 2024Q4: 10,796 shares; 2025Q1: 10,601 shares; 2025Q2: 9,830 shares; 2025Q3: 10,569 shares 10,569 $2.57M 0.21% +739 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: 2,201 shares; 2024Q4: 2,260 shares; 2025Q1: 1,997 shares; 2025Q2: 2,714 shares; 2025Q3: 2,776 shares 2,776 $2.57M 0.21% +62 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,317 shares; 2025Q3: 9,227 shares 9,227 $2.53M 0.2% -90 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: 8,847 shares; 2024Q4: 8,928 shares; 2025Q1: 8,151 shares; 2025Q2: 8,170 shares; 2025Q3: 8,108 shares 8,108 $2.46M 0.2% -62 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,012 shares; 2025Q1: 30,765 shares; 2025Q2: 31,108 shares; 2025Q3: 29,227 shares 29,227 $2.46M 0.2% -1,881 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: 7,460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,377 shares; 2025Q3: 13,119 shares 13,119 $2.39M 0.19% -1,258 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 18,561 shares 18,561 $2.34M 0.19% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,100 shares; 2024Q4: 27,305 shares; 2025Q1: 26,835 shares; 2025Q2: 21,514 shares; 2025Q3: 23,317 shares 23,317 $2.34M 0.19% +1,803 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,318 shares; 2025Q2: 28,362 shares; 2025Q3: 28,381 shares 28,381 $2.34M 0.19% +19 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: 19,501 shares; 2024Q4: 19,749 shares; 2025Q1: 8,593 shares; 2025Q2: 8,588 shares; 2025Q3: 8,290 shares 8,290 $2.33M 0.19% -298 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 8,647 shares; 2025Q1: 19,508 shares; 2025Q2: 27,826 shares; 2025Q3: 28,049 shares 28,049 $2.33M 0.19% +223 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 14,762 shares; 2025Q1: 12,098 shares; 2025Q2: 28,003 shares; 2025Q3: 53,747 shares 53,747 $2.3M 0.18% +25,744 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,294 shares; 2024Q4: 22,274 shares; 2025Q1: 24,174 shares; 2025Q2: 27,133 shares; 2025Q3: 27,165 shares 27,165 $2.27M 0.18% +32 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: 13,941 shares; 2024Q4: 13,839 shares; 2025Q1: 10,028 shares; 2025Q2: 9,851 shares; 2025Q3: 9,717 shares 9,717 $2.25M 0.18% -134 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: 3,911 shares; 2024Q4: 3,897 shares; 2025Q1: 3,887 shares; 2025Q2: 3,801 shares; 2025Q3: 3,735 shares 3,735 $2.24M 0.18% -66 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: 18,871 shares; 2024Q4: 19,226 shares; 2025Q1: 19,916 shares; 2025Q2: 10,796 shares; 2025Q3: 10,634 shares 10,634 $2.24M 0.18% -162 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: 27,695 shares; 2024Q4: 27,643 shares; 2025Q1: 27,349 shares; 2025Q2: 26,228 shares; 2025Q3: 20,146 shares 20,146 $2.22M 0.18% -6,082 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: 10,445 shares; 2024Q4: 10,085 shares; 2025Q1: 9,257 shares; 2025Q2: 9,705 shares; 2025Q3: 9,173 shares 9,173 $2.2M 0.18% -532 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: 23,693 shares; 2024Q4: 23,258 shares; 2025Q1: 20,617 shares; 2025Q2: 19,558 shares; 2025Q3: 18,427 shares 18,427 $2.18M 0.17% -1,131 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: 2,790 shares; 2024Q4: 3,209 shares; 2025Q1: 3,259 shares; 2025Q2: 8,853 shares; 2025Q3: 13,095 shares 13,095 $2.12M 0.17% +4,242 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: 17,099 shares; 2024Q4: 17,675 shares; 2025Q1: 16,658 shares; 2025Q2: 16,351 shares; 2025Q3: 16,335 shares 16,335 $2.07M 0.17% -16 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 11,144 shares; 2025Q1: 10,572 shares; 2025Q2: 10,716 shares; 2025Q3: 10,372 shares 10,372 $2.03M 0.16% -344 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: 5,385 shares; 2024Q4: 4,210 shares; 2025Q1: 3,358 shares; 2025Q2: 3,026 shares; 2025Q3: 2,814 shares 2,814 $1.87M 0.15% -212 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: 25,994 shares; 2024Q4: 14,851 shares; 2025Q1: 15,308 shares; 2025Q2: 29,631 shares; 2025Q3: 29,950 shares 29,950 $1.87M 0.15% +319 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,914 shares; 2024Q4: 46,474 shares; 2025Q1: 40,813 shares; 2025Q2: 40,720 shares; 2025Q3: 40,101 shares 40,101 $1.84M 0.15% -619 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,103 shares; 2024Q4: 12,325 shares; 2025Q1: 16,893 shares; 2025Q2: 16,859 shares; 2025Q3: 16,994 shares 16,994 $1.74M 0.14% +135 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: 6,446 shares; 2024Q4: 6,661 shares; 2025Q1: 6,944 shares; 2025Q2: 6,872 shares; 2025Q3: 6,831 shares 6,831 $1.72M 0.14% -41 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,079 shares; 2024Q4: 16,367 shares; 2025Q1: 11,518 shares; 2025Q2: 14,074 shares; 2025Q3: 13,183 shares 13,183 $1.71M 0.14% -891 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: 6,024 shares; 2024Q4: 6,233 shares; 2025Q1: 6,412 shares; 2025Q2: 6,389 shares; 2025Q3: 4,823 shares 4,823 $1.69M 0.14% -1,566 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: 14,683 shares; 2024Q4: 11,015 shares; 2025Q1: 10,136 shares; 2025Q2: 9,887 shares; 2025Q3: 10,144 shares 10,144 $1.69M 0.14% +257 Timeline IEF 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: 15,728 shares; 2024Q4: 15,552 shares; 2025Q1: 14,094 shares; 2025Q2: 16,103 shares; 2025Q3: 17,137 shares 17,137 $1.65M 0.13% +1,034 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 9,596 shares; 2025Q1: 12,150 shares; 2025Q2: 11,999 shares; 2025Q3: 11,799 shares 11,799 $1.6M 0.13% -200 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: 3,049 shares; 2024Q4: 3,202 shares; 2025Q1: 3,345 shares; 2025Q2: 3,377 shares; 2025Q3: 3,271 shares 3,271 $1.59M 0.13% -106 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: 14,898 shares; 2024Q4: 14,498 shares; 2025Q1: 17,846 shares; 2025Q2: 18,537 shares; 2025Q3: 22,740 shares 22,740 $1.59M 0.13% +4,203 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: 29,380 shares; 2024Q4: 22,605 shares; 2025Q1: 20,867 shares; 2025Q2: 20,867 shares; 2025Q3: 20,752 shares 20,752 $1.57M 0.13% -115 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: 21,907 shares; 2024Q4: 18,531 shares; 2025Q1: 17,161 shares; 2025Q2: 10,101 shares; 2025Q3: 9,842 shares 9,842 $1.52M 0.12% -259 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,781 shares; 2025Q1: 105,268 shares; 2025Q2: 9,222 shares; 2025Q3: 9,056 shares 9,056 $1.52M 0.12% -166 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: 12,294 shares; 2024Q4: 8,772 shares; 2025Q1: 9,426 shares; 2025Q2: 7,278 shares; 2025Q3: 7,150 shares 7,150 $1.46M 0.12% -128 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,467 shares; 2025Q1: 9,168 shares; 2025Q2: 9,324 shares; 2025Q3: 9,119 shares 9,119 $1.39M 0.11% -205 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: 1,793 shares; 2024Q4: 1,906 shares; 2025Q1: 2,062 shares; 2025Q2: 2,067 shares; 2025Q3: 2,016 shares 2,016 $1.38M 0.11% -51 Timeline XLB 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: 69,658 shares; 2024Q4: 27,555 shares; 2025Q1: 21,246 shares; 2025Q2: 17,885 shares; 2025Q3: 15,301 shares 15,301 $1.37M 0.11% -2,584 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: 38,003 shares; 2024Q4: 40,866 shares; 2025Q1: 22,248 shares; 2025Q2: 20,583 shares; 2025Q3: 20,622 shares 20,622 $1.37M 0.11% +39 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 11,229 shares; 2025Q1: 11,412 shares; 2025Q2: 10,520 shares; 2025Q3: 10,281 shares 10,281 $1.36M 0.11% -239 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 3,885 shares 3,885 $1.25M 0.1% +2,305 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: 4,378 shares; 2024Q4: 4,302 shares; 2025Q1: 4,135 shares; 2025Q2: 3,797 shares; 2025Q3: 3,689 shares 3,689 $1.23M 0.1% -108 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,363 shares; 2025Q3: 1,301 shares 1,301 $1.2M 0.1% -62 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: 2,381 shares; 2024Q4: 2,408 shares; 2025Q1: 2,405 shares; 2025Q2: 2,399 shares; 2025Q3: 2,651 shares 2,651 $1.19M 0.1% +252 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: 2,237 shares; 2024Q4: 2,116 shares; 2025Q1: 2,117 shares; 2025Q2: 2,440 shares; 2025Q3: 2,466 shares 2,466 $1.18M 0.09% +26 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 20,328 shares; 2025Q1: 22,490 shares; 2025Q2: 9,648 shares; 2025Q3: 8,122 shares 8,122 $1.16M 0.09% -1,526 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,951 shares; 2025Q1: 4,612 shares; 2025Q2: 4,187 shares; 2025Q3: 2,944 shares 2,944 $1.15M 0.09% -1,243 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: 10,006 shares; 2024Q4: 5,100 shares; 2025Q1: 5,796 shares; 2025Q2: 5,571 shares; 2025Q3: 5,571 shares 5,571 $1.14M 0.09% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,433 shares; 2024Q4: 75,501 shares; 2025Q1: 72,907 shares; 2025Q2: 69,824 shares; 2025Q3: 17,933 shares 17,933 $1.14M 0.09% -51,891 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: 4,012 shares; 2024Q4: 4,245 shares; 2025Q1: 4,572 shares; 2025Q2: 4,662 shares; 2025Q3: 4,597 shares 4,597 $1.13M 0.09% -65 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,869 shares; 2025Q1: 3,824 shares; 2025Q2: 3,738 shares; 2025Q3: 3,662 shares 3,662 $1.13M 0.09% -76 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: 20,753 shares; 2024Q4: 20,516 shares; 2025Q1: 11,680 shares; 2025Q2: 10,984 shares; 2025Q3: 10,925 shares 10,925 $1.13M 0.09% -59 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,956 shares; 2024Q4: 17,217 shares; 2025Q1: 17,371 shares; 2025Q2: 16,220 shares; 2025Q3: 16,564 shares 16,564 $1.1M 0.09% +344 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: 48,559 shares; 2024Q4: 50,053 shares; 2025Q1: 30,373 shares; 2025Q2: 29,617 shares; 2025Q3: 16,077 shares 16,077 $1.1M 0.09% -13,540 Timeline XLE 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: 22,718 shares; 2024Q4: 29,804 shares; 2025Q1: 22,732 shares; 2025Q2: 13,630 shares; 2025Q3: 12,306 shares 12,306 $1.1M 0.09% -1,324 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,103 shares; 2025Q1: 3,140 shares; 2025Q2: 3,060 shares; 2025Q3: 3,170 shares 3,170 $1.08M 0.09% +110 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 7,491 shares; 2025Q1: 7,786 shares; 2025Q2: 6,603 shares; 2025Q3: 3,959 shares 3,959 $1.08M 0.09% -2,644 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,670 shares; 2024Q4: 21,813 shares; 2025Q1: 23,211 shares; 2025Q2: 23,599 shares; 2025Q3: 23,861 shares 23,861 $1.07M 0.09% +262 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,730 shares; 2025Q3: 27,150 shares 27,150 $1.06M 0.09% +8,420 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 529 shares; 2025Q2: 537 shares; 2025Q3: 447 shares 447 $1.04M 0.08% -90 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: 578 shares; 2024Q4: 605 shares; 2025Q1: 664 shares; 2025Q2: 9,626 shares; 2025Q3: 9,579 shares 9,579 $1.03M 0.08% -47 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: 37,797 shares; 2024Q4: 36,072 shares; 2025Q1: 30,088 shares; 2025Q2: 21,445 shares; 2025Q3: 14,190 shares 14,190 $1.03M 0.08% -7,255 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,474 shares 4,474 $1.03M 0.08% -326 Timeline TLT 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: 6,484 shares; 2024Q4: 6,285 shares; 2025Q1: 10,289 shares; 2025Q2: 11,350 shares; 2025Q3: 11,332 shares 11,332 $1.01M 0.08% -18 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: 4,798 shares; 2024Q4: 2,039 shares; 2025Q1: 2,183 shares; 2025Q2: 2,089 shares; 2025Q3: 1,999 shares 1,999 $986K 0.08% -90 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 9,964 shares; 2025Q1: 9,840 shares; 2025Q2: 8,928 shares; 2025Q3: 8,712 shares 8,712 $965K 0.08% -216 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,590 shares; 2024Q4: 20,616 shares; 2025Q1: 16,224 shares; 2025Q2: 15,607 shares; 2025Q3: 20,355 shares 20,355 $953K 0.08% +4,748 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: not reported; 2025Q1: 14,058 shares; 2025Q2: 13,150 shares; 2025Q3: 13,288 shares 13,288 $945K 0.08% +138 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 31,541 shares; 2025Q1: 27,550 shares; 2025Q2: 12,125 shares; 2025Q3: 11,868 shares 11,868 $909K 0.07% -257 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,239 shares 6,239 $909K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,247 shares 15,247 $896K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 2,771 shares 2,771 $880K 0.07% -15 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,983 shares; 2025Q1: 96,460 shares; 2025Q2: 93,750 shares; 2025Q3: 99,589 shares 99,589 $869K 0.07% +5,839 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares 893 $851K 0.07% new 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: 7,140 shares; 2024Q4: 7,156 shares; 2025Q1: 7,131 shares; 2025Q2: 6,540 shares; 2025Q3: 6,466 shares 6,466 $848K 0.07% -74 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,781 shares; 2025Q3: 52,575 shares 52,575 $842K 0.07% -3,206 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 3,236 shares 3,236 $840K 0.07% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares 5,665 $829K 0.07% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 10,933 shares; 2025Q1: 10,749 shares; 2025Q2: 9,887 shares; 2025Q3: 9,969 shares 9,969 $821K 0.07% +82 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: 6,072 shares; 2024Q4: 6,627 shares; 2025Q1: 7,089 shares; 2025Q2: 7,310 shares; 2025Q3: 7,264 shares 7,264 $814K 0.07% -46 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 8,575 shares; 2025Q1: 10,335 shares; 2025Q2: 9,728 shares; 2025Q3: 9,231 shares 9,231 $805K 0.06% -497 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: 6,333 shares; 2024Q4: 6,147 shares; 2025Q1: 5,887 shares; 2025Q2: 5,289 shares; 2025Q3: 5,186 shares 5,186 $805K 0.06% -103 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: not reported; 2025Q1: not reported; 2025Q2: 3,792 shares; 2025Q3: 3,816 shares 3,816 $794K 0.06% +24 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: 3,039 shares; 2024Q4: 3,079 shares; 2025Q1: 3,038 shares; 2025Q2: 2,787 shares; 2025Q3: 2,800 shares 2,800 $790K 0.06% +13 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 3,494 shares 3,494 $788K 0.06% -166 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: 2,291 shares; 2024Q4: 2,159 shares; 2025Q1: 2,182 shares; 2025Q2: 2,136 shares; 2025Q3: 1,993 shares 1,993 $728K 0.06% -143 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: 8,345 shares; 2024Q4: 8,214 shares; 2025Q1: 8,280 shares; 2025Q2: 7,573 shares; 2025Q3: 7,617 shares 7,617 $725K 0.06% +44 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 2,820 shares; 2025Q1: 2,354 shares; 2025Q2: 2,350 shares; 2025Q3: 2,342 shares 2,342 $721K 0.06% -8 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: 6,772 shares; 2024Q4: 6,455 shares; 2025Q1: 9,459 shares; 2025Q2: 9,437 shares; 2025Q3: 7,151 shares 7,151 $719K 0.06% -2,286 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,895 shares; 2024Q4: 7,812 shares; 2025Q1: 6,405 shares; 2025Q2: 6,804 shares; 2025Q3: 6,810 shares 6,810 $704K 0.06% +6 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: 2,484 shares; 2024Q4: 2,486 shares; 2025Q1: 2,435 shares; 2025Q2: 2,437 shares; 2025Q3: 2,489 shares 2,489 $702K 0.06% +52 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: 8,905 shares; 2024Q4: 9,198 shares; 2025Q1: 9,569 shares; 2025Q2: 8,905 shares; 2025Q3: 9,181 shares 9,181 $674K 0.05% +276 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,930 shares; 2025Q1: 3,036 shares; 2025Q2: 2,852 shares; 2025Q3: 2,942 shares 2,942 $668K 0.05% +90 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: 9,217 shares; 2024Q4: 8,129 shares; 2025Q1: 8,931 shares; 2025Q2: 8,698 shares; 2025Q3: 8,852 shares 8,852 $667K 0.05% +154 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,842 shares; 2025Q1: 3,179 shares; 2025Q2: 3,310 shares; 2025Q3: 3,289 shares 3,289 $636K 0.05% -21 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,000 shares 105,000 $633K 0.05% new 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: 32,274 shares; 2024Q4: 31,338 shares; 2025Q1: 25,031 shares; 2025Q2: 24,676 shares; 2025Q3: 24,819 shares 24,819 $632K 0.05% +143 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 10,453 shares; 2025Q1: 10,453 shares; 2025Q2: 10,453 shares; 2025Q3: 10,453 shares 10,453 $632K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,037 shares; 2025Q3: 1,293 shares 1,293 $614K 0.05% +256 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,304 shares; 2025Q1: 4,494 shares; 2025Q2: 4,443 shares; 2025Q3: 4,420 shares 4,420 $613K 0.05% -23 Timeline BAB 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: 81,248 shares; 2024Q4: 69,965 shares; 2025Q1: 70,775 shares; 2025Q2: 22,330 shares; 2025Q3: 22,239 shares 22,239 $607K 0.05% -91 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: not reported; 2024Q4: not reported; 2025Q1: 26,201 shares; 2025Q2: 24,026 shares; 2025Q3: 24,325 shares 24,325 $602K 0.05% +299 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,974 shares; 2024Q4: 18,225 shares; 2025Q1: 18,464 shares; 2025Q2: 18,720 shares; 2025Q3: 18,985 shares 18,985 $594K 0.05% +265 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,793 shares; 2025Q2: 21,226 shares; 2025Q3: 21,701 shares 21,701 $588K 0.05% +475 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: 13,123 shares; 2024Q4: 10,971 shares; 2025Q1: 22,503 shares; 2025Q2: 22,050 shares; 2025Q3: 20,005 shares 20,005 $565K 0.05% -2,045 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,391 shares; 2024Q4: 2,991 shares; 2025Q1: 16,535 shares; 2025Q2: 2,929 shares; 2025Q3: 3,013 shares 3,013 $564K 0.05% +84 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 687 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 717 shares 717 $562K 0.05% +15 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: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares 1,643 $547K 0.04% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,673 shares; 2025Q3: 10,562 shares 10,562 $518K 0.04% -111 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 16,811 shares; 2025Q1: 9,036 shares; 2025Q2: 8,392 shares; 2025Q3: 8,402 shares 8,402 $514K 0.04% +10 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,404 shares; 2025Q2: 7,465 shares; 2025Q3: 5,566 shares 5,566 $511K 0.04% -1,899 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,643 shares; 2025Q3: 4,776 shares 4,776 $502K 0.04% +133 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 1,921 shares; 2025Q1: 1,621 shares; 2025Q2: 1,571 shares; 2025Q3: 1,420 shares 1,420 $491K 0.04% -151 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: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,495 shares 12,495 $490K 0.04% +95 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 4,620 shares; 2025Q1: 5,032 shares; 2025Q2: 4,668 shares; 2025Q3: 4,811 shares 4,811 $464K 0.04% +143 Timeline IYR 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: 4,261 shares; 2025Q1: 3,221 shares; 2025Q2: 4,411 shares; 2025Q3: 4,592 shares 4,592 $446K 0.04% +181 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: 1,260 shares; 2024Q4: 1,622 shares; 2025Q1: 49,982 shares; 2025Q2: 1,349 shares; 2025Q3: 1,333 shares 1,333 $439K 0.04% -16 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,010 shares; 2025Q2: 16,737 shares; 2025Q3: 16,737 shares 16,737 $430K 0.03% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,555 shares; 2025Q1: 3,847 shares; 2025Q2: 3,847 shares; 2025Q3: 3,847 shares 3,847 $429K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,471 shares; 2024Q4: 16,220 shares; 2025Q1: 6,519 shares; 2025Q2: 5,036 shares; 2025Q3: 4,504 shares 4,504 $421K 0.03% -532 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: 13,744 shares; 2024Q4: 13,767 shares; 2025Q1: 14,075 shares; 2025Q2: 12,311 shares; 2025Q3: 12,545 shares 12,545 $394K 0.03% +234 Timeline AGZ 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: 10,870 shares; 2024Q4: 6,861 shares; 2025Q1: 4,424 shares; 2025Q2: 3,331 shares; 2025Q3: 3,341 shares 3,341 $369K 0.03% +10 Timeline SUSL 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: 4,264 shares; 2025Q1: 4,202 shares; 2025Q2: 4,378 shares; 2025Q3: 3,072 shares 3,072 $360K 0.03% -1,306 Timeline XLRE 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: 8,873 shares; 2024Q4: 11,124 shares; 2025Q1: 8,773 shares; 2025Q2: 8,771 shares; 2025Q3: 8,479 shares 8,479 $357K 0.03% -292 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: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,272 shares 1,272 $355K 0.03% +26 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 10,495 shares; 2025Q3: 10,495 shares 10,495 $355K 0.03% 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares 264 $348K 0.03% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,622 shares; 2025Q1: 3,799 shares; 2025Q2: 3,740 shares; 2025Q3: 3,727 shares 3,727 $347K 0.03% -13 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: 496 shares; 2024Q4: 584 shares; 2025Q1: 563 shares; 2025Q2: 626 shares; 2025Q3: 557 shares 557 $341K 0.03% -69 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 2,752 shares; 2025Q3: 3,045 shares 3,045 $339K 0.03% +293 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,543 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares 3,568 $337K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,470 shares; 2025Q1: 2,427 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares 2,475 $330K 0.03% 0 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: 48,145 shares; 2024Q4: 44,924 shares; 2025Q1: 47,732 shares; 2025Q2: 43,237 shares; 2025Q3: 1,131 shares 1,131 $326K 0.03% -42,106 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,677 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares 2,672 $323K 0.03% 0 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: 2,240 shares; 2024Q4: 2,123 shares; 2025Q1: 2,114 shares; 2025Q2: 2,138 shares; 2025Q3: 2,224 shares 2,224 $321K 0.03% +86 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,308 shares; 2024Q4: 184,208 shares; 2025Q1: 184,508 shares; 2025Q2: 184,608 shares; 2025Q3: 184,608 shares 184,608 $321K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,011 shares; 2025Q2: 4,595 shares; 2025Q3: 4,639 shares 4,639 $311K 0.02% +44 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,873 shares; 2025Q2: 37,740 shares; 2025Q3: 37,856 shares 37,856 $310K 0.02% +116 ESML 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: 6,992 shares; 2024Q4: 6,492 shares; 2025Q1: 6,508 shares; 2025Q2: 6,802 shares; 2025Q3: 6,806 shares 6,806 $307K 0.02% +4 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,505 shares; 2025Q1: 4,655 shares; 2025Q2: 13,965 shares; 2025Q3: 7,967 shares 7,967 $303K 0.02% -5,998 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: 3,002 shares; 2024Q4: 2,866 shares; 2025Q1: 2,575 shares; 2025Q2: 2,626 shares; 2025Q3: 2,686 shares 2,686 $302K 0.02% +60 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: 2,976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 3,064 shares 3,064 $300K 0.02% +865 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: 8,555 shares; 2025Q1: 13,075 shares; 2025Q2: 4,317 shares; 2025Q3: 4,574 shares 4,574 $297K 0.02% +257 Timeline FLOT 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: 13,444 shares; 2024Q4: 8,117 shares; 2025Q1: 6,073 shares; 2025Q2: 5,712 shares; 2025Q3: 5,746 shares 5,746 $294K 0.02% +34 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,393 shares 3,393 $286K 0.02% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 2,114 shares; 2025Q3: 2,365 shares 2,365 $283K 0.02% +251 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,618 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 3,088 shares 3,088 $277K 0.02% -1,030 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: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,255 shares; 2025Q2: 1,333 shares; 2025Q3: 1,299 shares 1,299 $276K 0.02% -34 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,170 shares 5,170 $276K 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,476 shares 2,476 $276K 0.02% +58 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 843 shares 843 $275K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 1,157 shares; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,272 shares 1,272 $275K 0.02% -160 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: 872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares 929 $259K 0.02% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 2,271 shares; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $256K 0.02% 0 Timeline OKLO OKLO INC More: the full row for OKLO 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: 2,269 shares 2,269 $253K 0.02% new 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: 7,268 shares; 2024Q4: 7,295 shares; 2025Q1: 7,295 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares 7,051 $243K 0.02% 0 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: 7,301 shares; 2024Q4: 7,351 shares; 2025Q1: 7,188 shares; 2025Q2: 1,002 shares; 2025Q3: 1,003 shares 1,003 $238K 0.02% +1 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: 370 shares; 2024Q4: 375 shares; 2025Q1: 384 shares; 2025Q2: 392 shares; 2025Q3: 341 shares 341 $228K 0.02% -51 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: 1,665 shares; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares 1,592 $226K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500 $223K 0.02% new Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares 5,291 $222K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 8,902 shares; 2025Q1: 9,553 shares; 2025Q2: 5,365 shares; 2025Q3: 1,151 shares 1,151 $211K 0.02% -4,214 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares 1,576 $211K 0.02% 0 Timeline DEEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,988 shares; 2025Q2: 10,916 shares; 2025Q3: 6,112 shares 6,112 $211K 0.02% -4,804 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 580 shares 580 $203K 0.02% -29 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,910 shares; 2024Q4: 26,795 shares; 2025Q1: 21,024 shares; 2025Q2: 18,139 shares; 2025Q3: 12,219 shares 12,219 $147K 0.01% -5,920 Timeline REEAF REE AUTOMOTIVE LTD More: the full row for REE AUTOMOTIVE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 13,333 shares; 2025Q1: 13,333 shares; 2025Q2: 13,333 shares; 2025Q3: 13,333 shares 13,333 $9.72K <0.01% 0 Timeline