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: 217,010 shares; 2024Q4: 214,153 shares; 2025Q1: 212,030 shares; 2025Q2: 206,946 shares; 2025Q3: 205,846 shares 205,846 $55.3M 3.19% -1,100 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: 194,009 shares; 2024Q4: 197,202 shares; 2025Q1: 397,138 shares; 2025Q2: 436,952 shares; 2025Q3: 545,837 shares 545,837 $50.1M 2.88% +108,885 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: 83,721 shares; 2024Q4: 83,563 shares; 2025Q1: 83,999 shares; 2025Q2: 91,580 shares; 2025Q3: 92,842 shares 92,842 $49.3M 2.84% +1,262 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: 47,262 shares; 2024Q4: 48,840 shares; 2025Q1: 51,950 shares; 2025Q2: 54,331 shares; 2025Q3: 64,350 shares 64,350 $44.1M 2.54% +10,019 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: 49,321 shares; 2024Q4: 39,242 shares; 2025Q1: 761,857 shares; 2025Q2: 839,303 shares; 2025Q3: 766,815 shares 766,815 $39.1M 2.25% -72,488 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: 183,826 shares; 2024Q4: 194,716 shares; 2025Q1: 218,011 shares; 2025Q2: 228,714 shares; 2025Q3: 323,746 shares 323,746 $32.8M 1.89% +95,032 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: 100,743 shares; 2024Q4: 83,778 shares; 2025Q1: 81,597 shares; 2025Q2: 94,172 shares; 2025Q3: 80,033 shares 80,033 $29M 1.67% -14,139 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: 82,945 shares; 2024Q4: 80,639 shares; 2025Q1: 80,185 shares; 2025Q2: 82,574 shares; 2025Q3: 88,060 shares 88,060 $26.8M 1.54% +5,486 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: 39,760 shares; 2024Q4: 39,901 shares; 2025Q1: 39,538 shares; 2025Q2: 39,494 shares; 2025Q3: 39,687 shares 39,687 $25M 1.44% +193 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: 170,010 shares; 2024Q4: 197,156 shares; 2025Q1: 204,815 shares; 2025Q2: 217,648 shares; 2025Q3: 252,671 shares 252,671 $24.2M 1.39% +35,023 Timeline VONV 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: 151,002 shares; 2024Q4: 270,091 shares; 2025Q1: 179,467 shares; 2025Q2: 218,867 shares; 2025Q3: 252,651 shares 252,651 $23M 1.33% +33,784 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: 72,779 shares; 2024Q4: 72,257 shares; 2025Q1: 74,335 shares; 2025Q2: 76,579 shares; 2025Q3: 79,805 shares 79,805 $21.5M 1.24% +3,226 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: 111,654 shares; 2024Q4: 107,223 shares; 2025Q1: 104,911 shares; 2025Q2: 121,122 shares; 2025Q3: 96,242 shares 96,242 $21.2M 1.22% -24,880 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,031 shares; 2024Q4: 523,136 shares; 2025Q1: 461,756 shares; 2025Q2: 508,041 shares; 2025Q3: 573,926 shares 573,926 $19.1M 1.1% +65,885 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: 75,753 shares; 2024Q4: 75,573 shares; 2025Q1: 74,771 shares; 2025Q2: 82,911 shares; 2025Q3: 98,567 shares 98,567 $18.9M 1.09% +15,656 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: 21,189 shares; 2024Q4: 21,207 shares; 2025Q1: 22,582 shares; 2025Q2: 23,379 shares; 2025Q3: 24,346 shares 24,346 $18.3M 1.05% +967 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,667 shares; 2024Q4: 314,633 shares; 2025Q1: 353,590 shares; 2025Q2: 379,819 shares; 2025Q3: 534,721 shares 534,721 $18.2M 1.05% +154,902 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: 169,289 shares; 2024Q4: 180,835 shares; 2025Q1: 213,880 shares; 2025Q2: 229,661 shares; 2025Q3: 252,169 shares 252,169 $17.4M 1% +22,508 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: 72,630 shares; 2024Q4: 74,773 shares; 2025Q1: 71,481 shares; 2025Q2: 68,920 shares; 2025Q3: 74,151 shares 74,151 $16.8M 0.97% +5,231 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: 8,722 shares; 2024Q4: 8,812 shares; 2025Q1: 12,764 shares; 2025Q2: 14,062 shares; 2025Q3: 13,678 shares 13,678 $16.6M 0.96% -384 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: 37,751 shares; 2024Q4: 42,964 shares; 2025Q1: 50,875 shares; 2025Q2: 54,948 shares; 2025Q3: 65,280 shares 65,280 $16.3M 0.94% +10,332 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: 44,409 shares; 2024Q4: 44,261 shares; 2025Q1: 44,078 shares; 2025Q2: 46,231 shares; 2025Q3: 45,017 shares 45,017 $15.7M 0.9% -1,214 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: 105,946 shares; 2024Q4: 111,129 shares; 2025Q1: 115,128 shares; 2025Q2: 119,578 shares; 2025Q3: 131,362 shares 131,362 $15.2M 0.88% +11,784 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: 187,960 shares; 2024Q4: 198,536 shares; 2025Q1: 225,573 shares; 2025Q2: 240,237 shares; 2025Q3: 271,251 shares 271,251 $15.1M 0.87% +31,014 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: 77,865 shares; 2024Q4: 89,979 shares; 2025Q1: 112,296 shares; 2025Q2: 121,136 shares; 2025Q3: 150,204 shares 150,204 $14.7M 0.84% +29,068 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: 35,071 shares; 2024Q4: 37,881 shares; 2025Q1: 49,646 shares; 2025Q2: 51,771 shares; 2025Q3: 50,826 shares 50,826 $14.3M 0.82% -945 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: 14,512 shares; 2024Q4: 14,305 shares; 2025Q1: 14,282 shares; 2025Q2: 13,922 shares; 2025Q3: 14,536 shares 14,536 $13.5M 0.78% +614 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: 17,781 shares; 2024Q4: 17,696 shares; 2025Q1: 17,407 shares; 2025Q2: 17,244 shares; 2025Q3: 17,140 shares 17,140 $11.8M 0.68% -104 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: 22,767 shares; 2024Q4: 22,914 shares; 2025Q1: 21,596 shares; 2025Q2: 22,924 shares; 2025Q3: 23,237 shares 23,237 $11.6M 0.67% +313 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: 3,352 shares; 2024Q4: 26,866 shares; 2025Q1: 41,306 shares; 2025Q2: 47,374 shares; 2025Q3: 48,437 shares 48,437 $11.2M 0.65% +1,063 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: 28,132 shares; 2024Q4: 28,315 shares; 2025Q1: 29,332 shares; 2025Q2: 33,125 shares; 2025Q3: 32,816 shares 32,816 $10.8M 0.62% -309 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,332 shares; 2024Q4: 15,215 shares; 2025Q1: 15,802 shares; 2025Q2: 16,255 shares; 2025Q3: 23,665 shares 23,665 $10.7M 0.62% +7,410 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: 63,545 shares; 2024Q4: 47,246 shares; 2025Q1: 42,169 shares; 2025Q2: 41,380 shares; 2025Q3: 37,887 shares 37,887 $10.2M 0.59% -3,493 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: 20,455 shares; 2024Q4: 20,697 shares; 2025Q1: 23,476 shares; 2025Q2: 21,971 shares; 2025Q3: 20,884 shares 20,884 $10.2M 0.59% -1,087 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: 33,060 shares; 2024Q4: 32,418 shares; 2025Q1: 33,485 shares; 2025Q2: 35,147 shares; 2025Q3: 34,657 shares 34,657 $9.76M 0.56% -490 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: 8,698 shares; 2024Q4: 8,825 shares; 2025Q1: 9,155 shares; 2025Q2: 11,318 shares; 2025Q3: 10,986 shares 10,986 $8.91M 0.51% -332 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: 28,183 shares; 2024Q4: 28,636 shares; 2025Q1: 29,853 shares; 2025Q2: 27,352 shares; 2025Q3: 26,497 shares 26,497 $8.9M 0.51% -855 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: 14,314 shares; 2024Q4: 14,471 shares; 2025Q1: 14,014 shares; 2025Q2: 14,184 shares; 2025Q3: 15,411 shares 15,411 $8.82M 0.51% +1,227 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,680 shares; 2024Q4: 24,096 shares; 2025Q1: 24,631 shares; 2025Q2: 34,371 shares; 2025Q3: 34,256 shares 34,256 $8.71M 0.5% -115 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: 24,252 shares; 2024Q4: 23,793 shares; 2025Q1: 42,377 shares; 2025Q2: 45,863 shares; 2025Q3: 43,969 shares 43,969 $8.25M 0.48% -1,894 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: 19,102 shares; 2024Q4: 18,759 shares; 2025Q1: 18,869 shares; 2025Q2: 18,811 shares; 2025Q3: 25,905 shares 25,905 $8.11M 0.47% +7,094 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: 51,379 shares; 2024Q4: 51,554 shares; 2025Q1: 51,260 shares; 2025Q2: 51,379 shares; 2025Q3: 51,645 shares 51,645 $7.84M 0.45% +266 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,012 shares; 2024Q4: 116,904 shares; 2025Q1: 116,907 shares; 2025Q2: 116,221 shares; 2025Q3: 116,221 shares 116,221 $7.77M 0.45% 0 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: 18,659 shares; 2024Q4: 18,710 shares; 2025Q1: 19,126 shares; 2025Q2: 19,019 shares; 2025Q3: 20,142 shares 20,142 $7.76M 0.45% +1,123 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: 70,695 shares; 2025Q2: 77,529 shares; 2025Q3: 101,679 shares 101,679 $7.65M 0.44% +24,150 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,758 shares; 2024Q4: 95,416 shares; 2025Q1: 80,304 shares; 2025Q2: 88,674 shares; 2025Q3: 88,590 shares 88,590 $7.57M 0.44% -84 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: 18,135 shares; 2024Q4: 18,362 shares; 2025Q1: 18,362 shares; 2025Q2: 20,855 shares; 2025Q3: 20,756 shares 20,756 $7.51M 0.43% -99 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: 7,154 shares; 2024Q4: 7,171 shares; 2025Q1: 8,582 shares; 2025Q2: 8,599 shares; 2025Q3: 9,036 shares 9,036 $7.47M 0.43% +437 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: 13,218 shares; 2024Q4: 16,184 shares; 2025Q1: 17,782 shares; 2025Q2: 22,947 shares; 2025Q3: 24,368 shares 24,368 $7.27M 0.42% +1,421 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: 45,488 shares; 2024Q4: 45,299 shares; 2025Q1: 47,190 shares; 2025Q2: 43,712 shares; 2025Q3: 38,126 shares 38,126 $7.26M 0.42% -5,586 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,136 shares; 2024Q4: 33,557 shares; 2025Q1: 43,423 shares; 2025Q2: 49,459 shares; 2025Q3: 50,000 shares 50,000 $7.22M 0.42% +541 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,933 shares; 2024Q4: 64,236 shares; 2025Q1: 69,945 shares; 2025Q2: 73,583 shares; 2025Q3: 89,639 shares 89,639 $7.18M 0.41% +16,056 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: 18,661 shares; 2024Q4: 10,537 shares; 2025Q1: 20,423 shares; 2025Q2: 21,213 shares; 2025Q3: 20,749 shares 20,749 $7.11M 0.41% -464 Timeline 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: 22,922 shares; 2025Q3: 32,461 shares 32,461 $7.06M 0.41% +9,539 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,700 shares; 2025Q1: 7,157 shares; 2025Q2: 8,086 shares; 2025Q3: 7,780 shares 7,780 $7M 0.4% -306 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: 32,443 shares; 2024Q4: 32,717 shares; 2025Q1: 36,406 shares; 2025Q2: 33,544 shares; 2025Q3: 38,211 shares 38,211 $6.85M 0.39% +4,667 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,541 shares; 2024Q4: 30,068 shares; 2025Q1: 40,065 shares; 2025Q2: 48,717 shares; 2025Q3: 54,051 shares 54,051 $6.83M 0.39% +5,334 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: 33,781 shares; 2024Q4: 33,723 shares; 2025Q1: 35,010 shares; 2025Q2: 35,184 shares; 2025Q3: 35,392 shares 35,392 $6.68M 0.38% +208 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,095 shares; 2025Q1: 8,682 shares; 2025Q2: 9,060 shares; 2025Q3: 34,754 shares 34,754 $6.68M 0.38% +25,694 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: 39,686 shares; 2024Q4: 42,587 shares; 2025Q1: 47,414 shares; 2025Q2: 50,378 shares; 2025Q3: 70,373 shares 70,373 $6.52M 0.38% +19,995 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: 21,538 shares; 2024Q4: 17,729 shares; 2025Q1: 19,771 shares; 2025Q2: 21,818 shares; 2025Q3: 20,144 shares 20,144 $6.3M 0.36% -1,674 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: 10,404 shares; 2024Q4: 8,031 shares; 2025Q1: 8,133 shares; 2025Q2: 40,329 shares; 2025Q3: 38,564 shares 38,564 $6.21M 0.36% -1,765 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: 8,472 shares; 2024Q4: 10,603 shares; 2025Q1: 10,415 shares; 2025Q2: 9,912 shares; 2025Q3: 11,559 shares 11,559 $6.09M 0.35% +1,647 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: 22,326 shares; 2024Q4: 25,453 shares; 2025Q1: 26,218 shares; 2025Q2: 27,317 shares; 2025Q3: 26,464 shares 26,464 $6.03M 0.35% -853 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: 48,346 shares; 2024Q4: 52,807 shares; 2025Q1: 50,046 shares; 2025Q2: 51,919 shares; 2025Q3: 69,008 shares 69,008 $6M 0.35% +17,089 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: 24,921 shares; 2024Q4: 25,287 shares; 2025Q1: 21,323 shares; 2025Q2: 22,515 shares; 2025Q3: 22,037 shares 22,037 $5.96M 0.34% -478 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: 12,479 shares; 2024Q4: 12,433 shares; 2025Q1: 12,007 shares; 2025Q2: 11,760 shares; 2025Q3: 11,948 shares 11,948 $5.79M 0.33% +188 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: 16,957 shares; 2024Q4: 17,037 shares; 2025Q1: 18,769 shares; 2025Q2: 16,062 shares; 2025Q3: 15,827 shares 15,827 $5.79M 0.33% -235 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: 10,848 shares; 2024Q4: 11,227 shares; 2025Q1: 15,533 shares; 2025Q2: 16,465 shares; 2025Q3: 18,385 shares 18,385 $5.69M 0.33% +1,920 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: 24,972 shares; 2024Q4: 30,336 shares; 2025Q1: 33,431 shares; 2025Q2: 34,060 shares; 2025Q3: 36,331 shares 36,331 $5.64M 0.33% +2,271 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,485 shares; 2024Q4: 26,472 shares; 2025Q1: 26,489 shares; 2025Q2: 25,328 shares; 2025Q3: 25,279 shares 25,279 $5.56M 0.32% -49 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: 91,377 shares; 2024Q4: 91,890 shares; 2025Q1: 88,865 shares; 2025Q2: 88,805 shares; 2025Q3: 103,649 shares 103,649 $5.5M 0.32% +14,844 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: 7,953 shares; 2024Q4: 8,076 shares; 2025Q1: 9,718 shares; 2025Q2: 9,479 shares; 2025Q3: 9,345 shares 9,345 $5.41M 0.31% -134 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: 3,844 shares; 2024Q4: 3,886 shares; 2025Q1: 4,235 shares; 2025Q2: 4,602 shares; 2025Q3: 5,034 shares 5,034 $5.34M 0.31% +432 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: 28,905 shares; 2024Q4: 31,955 shares; 2025Q1: 31,497 shares; 2025Q2: 31,727 shares; 2025Q3: 34,259 shares 34,259 $5.23M 0.3% +2,532 Timeline DFUV 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: 120,891 shares; 2024Q4: 120,891 shares; 2025Q1: 120,891 shares; 2025Q2: 120,891 shares; 2025Q3: 115,091 shares 115,091 $5.22M 0.3% -5,800 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,365 shares; 2024Q4: 19,701 shares; 2025Q1: 16,753 shares; 2025Q2: 18,972 shares; 2025Q3: 18,275 shares 18,275 $5.19M 0.3% -697 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: 2,127 shares; 2024Q4: 2,125 shares; 2025Q1: 1,240 shares; 2025Q2: 1,455 shares; 2025Q3: 1,340 shares 1,340 $5.11M 0.29% -115 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: 51,163 shares; 2024Q4: 42,202 shares; 2025Q1: 37,357 shares; 2025Q2: 40,454 shares; 2025Q3: 40,023 shares 40,023 $5.06M 0.29% -431 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: 88,254 shares; 2024Q4: 87,147 shares; 2025Q1: 92,334 shares; 2025Q2: 101,380 shares; 2025Q3: 113,281 shares 113,281 $5.06M 0.29% +11,901 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: 32,110 shares; 2024Q4: 33,259 shares; 2025Q1: 37,249 shares; 2025Q2: 39,706 shares; 2025Q3: 51,783 shares 51,783 $5.02M 0.29% +12,077 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,856 shares; 2024Q4: 21,085 shares; 2025Q1: 42,922 shares; 2025Q2: 46,749 shares; 2025Q3: 48,157 shares 48,157 $4.95M 0.29% +1,408 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: 11,919 shares; 2024Q4: 14,048 shares; 2025Q1: 15,086 shares; 2025Q2: 16,230 shares; 2025Q3: 16,692 shares 16,692 $4.94M 0.28% +462 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: 34,686 shares; 2024Q4: 34,666 shares; 2025Q1: 35,060 shares; 2025Q2: 35,432 shares; 2025Q3: 46,817 shares 46,817 $4.89M 0.28% +11,385 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: 13,139 shares; 2024Q4: 15,039 shares; 2025Q1: 16,546 shares; 2025Q2: 16,952 shares; 2025Q3: 16,725 shares 16,725 $4.87M 0.28% -227 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: 76,293 shares; 2024Q4: 67,548 shares; 2025Q1: 64,566 shares; 2025Q2: 68,946 shares; 2025Q3: 75,773 shares 75,773 $4.83M 0.28% +6,827 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: 135,782 shares; 2024Q4: 120,144 shares; 2025Q1: 117,970 shares; 2025Q2: 116,730 shares; 2025Q3: 121,365 shares 121,365 $4.76M 0.27% +4,635 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: 58,348 shares; 2024Q4: 56,810 shares; 2025Q1: 56,158 shares; 2025Q2: 55,663 shares; 2025Q3: 65,728 shares 65,728 $4.69M 0.27% +10,065 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: 4,047 shares; 2024Q4: 3,777 shares; 2025Q1: 4,233 shares; 2025Q2: 4,481 shares; 2025Q3: 8,232 shares 8,232 $4.64M 0.27% +3,751 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: 128,195 shares; 2024Q4: 113,640 shares; 2025Q1: 124,794 shares; 2025Q2: 151,148 shares; 2025Q3: 186,650 shares 186,650 $4.62M 0.27% +35,502 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,964 shares; 2024Q4: 77,286 shares; 2025Q1: 79,825 shares; 2025Q2: 89,411 shares; 2025Q3: 133,095 shares 133,095 $4.61M 0.27% +43,684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,933 shares; 2025Q3: 34,316 shares 34,316 $4.61M 0.27% +5,383 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,646 shares; 2024Q4: 35,324 shares; 2025Q1: 36,481 shares; 2025Q2: 41,527 shares; 2025Q3: 53,932 shares 53,932 $4.6M 0.27% +12,405 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 15,583 shares; 2025Q1: 21,814 shares; 2025Q2: 28,442 shares; 2025Q3: 55,431 shares 55,431 $4.51M 0.26% +26,989 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: 12,530 shares; 2024Q4: 59,864 shares; 2025Q1: 59,881 shares; 2025Q2: 64,255 shares; 2025Q3: 60,713 shares 60,713 $4.5M 0.26% -3,542 Timeline DFAT 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: 80,135 shares; 2024Q4: 80,135 shares; 2025Q1: 80,135 shares; 2025Q2: 80,135 shares; 2025Q3: 75,635 shares 75,635 $4.41M 0.25% -4,500 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: 18,150 shares; 2024Q4: 17,140 shares; 2025Q1: 15,737 shares; 2025Q2: 15,977 shares; 2025Q3: 36,374 shares 36,374 $4.41M 0.25% +20,397 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: not reported; 2024Q4: 441 shares; 2025Q1: not reported; 2025Q2: 5,636 shares; 2025Q3: 5,830 shares 5,830 $4.4M 0.25% +194 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,370 shares; 2024Q4: 44,841 shares; 2025Q1: 46,015 shares; 2025Q2: 51,333 shares; 2025Q3: 50,790 shares 50,790 $4.33M 0.25% -543 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: 277,637 shares; 2024Q4: 276,776 shares; 2025Q1: 305,106 shares; 2025Q2: 328,009 shares; 2025Q3: 337,257 shares 337,257 $4.24M 0.24% +9,248 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,500 shares; 2024Q4: 68,384 shares; 2025Q1: 71,707 shares; 2025Q2: 71,707 shares; 2025Q3: 67,707 shares 67,707 $4.16M 0.24% -4,000 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: 11,220 shares; 2024Q4: 10,929 shares; 2025Q1: 11,475 shares; 2025Q2: 10,478 shares; 2025Q3: 15,934 shares 15,934 $4.14M 0.24% +5,456 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: 9,631 shares; 2024Q4: 11,223 shares; 2025Q1: 24,100 shares; 2025Q2: 29,396 shares; 2025Q3: 43,500 shares 43,500 $4.09M 0.24% +14,104 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: 39,214 shares; 2024Q4: 38,039 shares; 2025Q1: 35,432 shares; 2025Q2: 34,059 shares; 2025Q3: 61,223 shares 61,223 $4.06M 0.23% +27,164 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,714 shares; 2024Q4: 34,391 shares; 2025Q1: 35,466 shares; 2025Q2: 15,880 shares; 2025Q3: 14,285 shares 14,285 $4.02M 0.23% -1,595 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,754 shares 33,754 $4.02M 0.23% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,679 shares; 2024Q4: 40,674 shares; 2025Q1: 47,469 shares; 2025Q2: 53,163 shares; 2025Q3: 57,846 shares 57,846 $4M 0.23% +4,683 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: not reported; 2025Q2: not reported; 2025Q3: 33,304 shares 33,304 $4M 0.23% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,289 shares; 2025Q1: 8,323 shares; 2025Q2: 8,388 shares; 2025Q3: 11,096 shares 11,096 $3.93M 0.23% +2,708 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,968 shares; 2024Q4: 26,885 shares; 2025Q1: 27,075 shares; 2025Q2: 27,097 shares; 2025Q3: 27,003 shares 27,003 $3.85M 0.22% -94 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: 5,100 shares; 2024Q4: 5,702 shares; 2025Q1: 6,388 shares; 2025Q2: 5,868 shares; 2025Q3: 6,102 shares 6,102 $3.83M 0.22% +234 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,459 shares 75,459 $3.83M 0.22% 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: 7,856 shares; 2024Q4: 7,830 shares; 2025Q1: 7,778 shares; 2025Q2: 8,830 shares; 2025Q3: 8,926 shares 8,926 $3.76M 0.22% +96 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: 29,027 shares; 2024Q4: 30,130 shares; 2025Q1: 23,701 shares; 2025Q2: 24,377 shares; 2025Q3: 29,257 shares 29,257 $3.72M 0.21% +4,880 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: 56,079 shares; 2024Q4: 47,191 shares; 2025Q1: 45,976 shares; 2025Q2: 41,748 shares; 2025Q3: 42,056 shares 42,056 $3.7M 0.21% +308 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: 17,474 shares; 2025Q1: 17,564 shares; 2025Q2: 21,537 shares; 2025Q3: 22,885 shares 22,885 $3.59M 0.21% +1,348 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: 31,823 shares; 2024Q4: 30,383 shares; 2025Q1: 22,320 shares; 2025Q2: 24,117 shares; 2025Q3: 20,277 shares 20,277 $3.55M 0.2% -3,840 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: 17,533 shares; 2024Q4: 16,801 shares; 2025Q1: 16,579 shares; 2025Q2: 16,348 shares; 2025Q3: 16,376 shares 16,376 $3.52M 0.2% +28 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: 31,455 shares; 2024Q4: 32,321 shares; 2025Q1: 32,384 shares; 2025Q2: 32,307 shares; 2025Q3: 40,794 shares 40,794 $3.51M 0.2% +8,487 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,501 shares; 2024Q4: 32,508 shares; 2025Q1: 39,301 shares; 2025Q2: 40,283 shares; 2025Q3: 41,502 shares 41,502 $3.49M 0.2% +1,219 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: 11,895 shares; 2024Q4: 12,280 shares; 2025Q1: 12,417 shares; 2025Q2: 12,283 shares; 2025Q3: 11,235 shares 11,235 $3.48M 0.2% -1,048 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,744 shares; 2025Q1: 9,725 shares; 2025Q2: 9,647 shares; 2025Q3: 9,526 shares 9,526 $3.44M 0.2% -121 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: 15,253 shares; 2024Q4: 17,919 shares; 2025Q1: 17,837 shares; 2025Q2: 18,513 shares; 2025Q3: 26,392 shares 26,392 $3.36M 0.19% +7,879 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: 19,497 shares; 2024Q4: 29,957 shares; 2025Q1: 29,972 shares; 2025Q2: 37,543 shares; 2025Q3: 47,887 shares 47,887 $3.32M 0.19% +10,344 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: 11,175 shares; 2024Q4: 16,726 shares; 2025Q1: 17,594 shares; 2025Q2: 18,921 shares; 2025Q3: 17,507 shares 17,507 $3.31M 0.19% -1,414 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: 30,099 shares; 2024Q4: 27,611 shares; 2025Q1: 27,145 shares; 2025Q2: 21,208 shares; 2025Q3: 21,356 shares 21,356 $3.27M 0.19% +148 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: 9,545 shares; 2024Q4: 9,631 shares; 2025Q1: 9,546 shares; 2025Q2: 9,529 shares; 2025Q3: 10,823 shares 10,823 $3.24M 0.19% +1,294 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: 47,494 shares; 2024Q4: 51,272 shares; 2025Q1: 50,648 shares; 2025Q2: 45,264 shares; 2025Q3: 45,347 shares 45,347 $3.18M 0.18% +83 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,599 shares; 2024Q4: 21,719 shares; 2025Q1: 89,112 shares; 2025Q2: 111,518 shares; 2025Q3: 128,340 shares 128,340 $3.14M 0.18% +16,822 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: 54,289 shares; 2024Q4: 42,363 shares; 2025Q1: 54,554 shares; 2025Q2: 34,043 shares; 2025Q3: 35,134 shares 35,134 $3.13M 0.18% +1,091 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: 5,256 shares; 2024Q4: 5,445 shares; 2025Q1: 4,188 shares; 2025Q2: 4,293 shares; 2025Q3: 3,935 shares 3,935 $3.11M 0.18% -358 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,498 shares; 2025Q1: 2,399 shares; 2025Q2: 2,449 shares; 2025Q3: 2,805 shares 2,805 $3.07M 0.18% +356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,661 shares 63,661 $3.02M 0.17% new 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: 23,958 shares; 2024Q4: 25,013 shares; 2025Q1: 24,119 shares; 2025Q2: 22,051 shares; 2025Q3: 31,610 shares 31,610 $3.02M 0.17% +9,559 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,984 shares; 2024Q4: 37,985 shares; 2025Q1: 37,303 shares; 2025Q2: 37,681 shares; 2025Q3: 41,701 shares 41,701 $2.96M 0.17% +4,020 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,896 shares 47,896 $2.95M 0.17% new 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: 14,725 shares; 2024Q4: 14,605 shares; 2025Q1: 14,907 shares; 2025Q2: 14,244 shares; 2025Q3: 14,173 shares 14,173 $2.94M 0.17% -71 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: 22,929 shares; 2024Q4: 18,649 shares; 2025Q1: 19,569 shares; 2025Q2: 20,843 shares; 2025Q3: 6,251 shares 6,251 $2.92M 0.17% -14,592 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: 11,509 shares; 2024Q4: 12,268 shares; 2025Q1: 13,025 shares; 2025Q2: 13,084 shares; 2025Q3: 13,120 shares 13,120 $2.86M 0.16% +36 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: 33,676 shares; 2024Q4: 33,562 shares; 2025Q1: 38,675 shares; 2025Q2: 39,358 shares; 2025Q3: 39,305 shares 39,305 $2.83M 0.16% -53 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: 16,449 shares; 2024Q4: 16,462 shares; 2025Q1: 15,859 shares; 2025Q2: 15,973 shares; 2025Q3: 23,865 shares 23,865 $2.78M 0.16% +7,892 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: 36,141 shares; 2024Q4: 36,547 shares; 2025Q1: 43,255 shares; 2025Q2: 34,763 shares; 2025Q3: 44,039 shares 44,039 $2.76M 0.16% +9,276 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: 10,208 shares; 2024Q4: 10,224 shares; 2025Q1: 9,929 shares; 2025Q2: 7,968 shares; 2025Q3: 8,140 shares 8,140 $2.74M 0.16% +172 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: 12,637 shares; 2024Q4: 12,660 shares; 2025Q1: 11,500 shares; 2025Q2: 7,784 shares; 2025Q3: 21,765 shares 21,765 $2.72M 0.16% +13,981 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: 9,652 shares; 2024Q4: 19,753 shares; 2025Q1: 24,922 shares; 2025Q2: 29,617 shares; 2025Q3: 33,371 shares 33,371 $2.63M 0.15% +3,754 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: 13,805 shares; 2024Q4: 11,671 shares; 2025Q1: 11,619 shares; 2025Q2: 13,980 shares; 2025Q3: 14,114 shares 14,114 $2.61M 0.15% +134 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,893 shares; 2024Q4: 37,859 shares; 2025Q1: 29,063 shares; 2025Q2: 34,376 shares; 2025Q3: 34,595 shares 34,595 $2.59M 0.15% +219 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: not reported; 2025Q1: 6,820 shares; 2025Q2: 13,245 shares; 2025Q3: 22,300 shares 22,300 $2.56M 0.15% +9,055 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: 25,074 shares; 2024Q4: 25,672 shares; 2025Q1: 25,176 shares; 2025Q2: 26,546 shares; 2025Q3: 28,308 shares 28,308 $2.53M 0.15% +1,762 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: 46,916 shares; 2024Q4: 46,709 shares; 2025Q1: 47,859 shares; 2025Q2: 47,266 shares; 2025Q3: 52,267 shares 52,267 $2.5M 0.14% +5,001 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: 11,836 shares; 2024Q4: 25,615 shares; 2025Q1: 32,303 shares; 2025Q2: 32,536 shares; 2025Q3: 31,892 shares 31,892 $2.49M 0.14% -644 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: 22,564 shares; 2024Q4: 22,701 shares; 2025Q1: 22,800 shares; 2025Q2: 38,929 shares; 2025Q3: 41,135 shares 41,135 $2.48M 0.14% +2,206 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 22,919 shares; 2025Q1: 19,443 shares; 2025Q2: 15,080 shares; 2025Q3: 14,970 shares 14,970 $2.45M 0.14% -110 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 97,764 shares 97,764 $2.45M 0.14% new Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,912 shares; 2024Q4: 28,993 shares; 2025Q1: 28,993 shares; 2025Q2: 28,993 shares; 2025Q3: 28,982 shares 28,982 $2.38M 0.14% -11 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: 23,894 shares; 2024Q4: 32,075 shares; 2025Q1: 33,821 shares; 2025Q2: 34,017 shares; 2025Q3: 37,715 shares 37,715 $2.35M 0.14% +3,698 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: 13,572 shares; 2024Q4: 12,478 shares; 2025Q1: 11,614 shares; 2025Q2: 9,879 shares; 2025Q3: 10,498 shares 10,498 $2.34M 0.13% +619 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: 16,154 shares; 2024Q4: 15,495 shares; 2025Q1: 15,107 shares; 2025Q2: 13,549 shares; 2025Q3: 27,840 shares 27,840 $2.24M 0.13% +14,291 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: 5,753 shares; 2024Q4: 5,762 shares; 2025Q1: 5,850 shares; 2025Q2: 7,492 shares; 2025Q3: 6,055 shares 6,055 $2.22M 0.13% -1,437 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: 8,116 shares; 2024Q4: 11,088 shares; 2025Q1: 11,491 shares; 2025Q2: 11,579 shares; 2025Q3: 11,647 shares 11,647 $2.22M 0.13% +68 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,028 shares; 2025Q1: 6,683 shares; 2025Q2: 6,717 shares; 2025Q3: 20,732 shares 20,732 $2.21M 0.13% +14,015 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,153 shares; 2024Q4: 35,228 shares; 2025Q1: 35,753 shares; 2025Q2: 37,683 shares; 2025Q3: 37,814 shares 37,814 $2.2M 0.13% +131 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,901 shares; 2024Q4: 96,870 shares; 2025Q1: 115,421 shares; 2025Q2: 118,209 shares; 2025Q3: 130,157 shares 130,157 $2.2M 0.13% +11,948 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: 30,895 shares; 2024Q4: 30,285 shares; 2025Q1: 30,152 shares; 2025Q2: 29,928 shares; 2025Q3: 29,763 shares 29,763 $2.16M 0.12% -165 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: 12,946 shares; 2024Q4: 11,619 shares; 2025Q1: 11,577 shares; 2025Q2: 15,632 shares; 2025Q3: 20,115 shares 20,115 $2.15M 0.12% +4,483 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: 57,736 shares; 2024Q4: 56,853 shares; 2025Q1: 54,260 shares; 2025Q2: 66,962 shares; 2025Q3: 72,179 shares 72,179 $2.12M 0.12% +5,217 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 2,966 shares; 2025Q1: 5,650 shares; 2025Q2: 7,382 shares; 2025Q3: 9,915 shares 9,915 $2.09M 0.12% +2,533 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: 5,498 shares; 2024Q4: 5,992 shares; 2025Q1: 5,361 shares; 2025Q2: 2,980 shares; 2025Q3: 4,299 shares 4,299 $2.09M 0.12% +1,319 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: 23,729 shares; 2024Q4: 23,925 shares; 2025Q1: 26,195 shares; 2025Q2: 26,535 shares; 2025Q3: 27,028 shares 27,028 $2.09M 0.12% +493 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: 20,285 shares; 2024Q4: 23,317 shares; 2025Q1: 23,025 shares; 2025Q2: 23,534 shares; 2025Q3: 19,388 shares 19,388 $2.09M 0.12% -4,146 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,660 shares; 2024Q4: 43,942 shares; 2025Q1: 43,410 shares; 2025Q2: 43,535 shares; 2025Q3: 44,009 shares 44,009 $2.08M 0.12% +474 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,025 shares; 2024Q4: 43,909 shares; 2025Q1: 43,974 shares; 2025Q2: 46,253 shares; 2025Q3: 54,171 shares 54,171 $2.05M 0.12% +7,918 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 12,613 shares; 2025Q1: 11,745 shares; 2025Q2: 10,135 shares; 2025Q3: 10,216 shares 10,216 $2.03M 0.12% +81 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,709 shares; 2024Q4: 134,156 shares; 2025Q1: 58,431 shares; 2025Q2: 58,891 shares; 2025Q3: 64,381 shares 64,381 $2.03M 0.12% +5,490 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: 20,393 shares; 2024Q4: 17,330 shares; 2025Q1: 16,554 shares; 2025Q2: 16,416 shares; 2025Q3: 12,105 shares 12,105 $2.01M 0.12% -4,311 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: 3,330 shares; 2024Q4: 9,786 shares; 2025Q1: 18,547 shares; 2025Q2: 27,419 shares; 2025Q3: 28,541 shares 28,541 $2.01M 0.12% +1,122 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: 37,976 shares; 2024Q4: 34,102 shares; 2025Q1: 32,956 shares; 2025Q2: 33,461 shares; 2025Q3: 22,552 shares 22,552 $2M 0.12% -10,909 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: 5,627 shares; 2024Q4: 5,719 shares; 2025Q1: 5,869 shares; 2025Q2: 5,651 shares; 2025Q3: 5,880 shares 5,880 $1.98M 0.11% +229 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: 3,343 shares; 2024Q4: 3,330 shares; 2025Q1: 3,432 shares; 2025Q2: 4,244 shares; 2025Q3: 8,857 shares 8,857 $1.98M 0.11% +4,613 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 16,579 shares; 2025Q1: 21,631 shares; 2025Q2: 22,380 shares; 2025Q3: 22,451 shares 22,451 $1.94M 0.11% +71 Timeline DFUS 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: 28,142 shares; 2024Q4: 26,802 shares; 2025Q1: 26,802 shares; 2025Q2: 25,684 shares; 2025Q3: 25,511 shares 25,511 $1.9M 0.11% -173 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: 7,327 shares; 2024Q4: 22,488 shares; 2025Q1: 25,477 shares; 2025Q2: 23,653 shares; 2025Q3: 24,313 shares 24,313 $1.9M 0.11% +660 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,994 shares; 2024Q4: 29,744 shares; 2025Q1: 30,653 shares; 2025Q2: 30,607 shares; 2025Q3: 28,254 shares 28,254 $1.9M 0.11% -2,353 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 10,667 shares; 2025Q1: 10,191 shares; 2025Q2: 17,447 shares; 2025Q3: 19,285 shares 19,285 $1.89M 0.11% +1,838 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: 10,283 shares; 2024Q4: 12,523 shares; 2025Q1: 12,310 shares; 2025Q2: 11,222 shares; 2025Q3: 14,794 shares 14,794 $1.88M 0.11% +3,572 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,700 shares; 2025Q1: 3,201 shares; 2025Q2: 3,265 shares; 2025Q3: 3,435 shares 3,435 $1.88M 0.11% +170 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: 60,890 shares; 2024Q4: 45,196 shares; 2025Q1: 45,682 shares; 2025Q2: 42,664 shares; 2025Q3: 47,379 shares 47,379 $1.87M 0.11% +4,715 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 15,755 shares; 2025Q1: 13,347 shares; 2025Q2: 9,874 shares; 2025Q3: 17,119 shares 17,119 $1.85M 0.11% +7,245 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: 5,951 shares; 2024Q4: 5,969 shares; 2025Q1: 6,117 shares; 2025Q2: 6,427 shares; 2025Q3: 6,584 shares 6,584 $1.84M 0.11% +157 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: 7,347 shares; 2024Q4: 7,060 shares; 2025Q1: 10,846 shares; 2025Q2: 11,057 shares; 2025Q3: 12,313 shares 12,313 $1.82M 0.1% +1,256 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 3,179 shares; 2025Q1: 3,421 shares; 2025Q2: 3,429 shares; 2025Q3: 3,101 shares 3,101 $1.81M 0.1% -328 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,946 shares; 2024Q4: 22,527 shares; 2025Q1: 22,110 shares; 2025Q2: 17,804 shares; 2025Q3: 31,932 shares 31,932 $1.81M 0.1% +14,128 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: 10,090 shares; 2024Q4: 10,107 shares; 2025Q1: 9,570 shares; 2025Q2: 8,317 shares; 2025Q3: 8,158 shares 8,158 $1.8M 0.1% -159 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: 3,738 shares; 2024Q4: 3,838 shares; 2025Q1: 4,190 shares; 2025Q2: 3,190 shares; 2025Q3: 23,955 shares 23,955 $1.8M 0.1% +20,765 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,977 shares; 2024Q4: 48,467 shares; 2025Q1: 43,783 shares; 2025Q2: 43,846 shares; 2025Q3: 33,803 shares 33,803 $1.79M 0.1% -10,043 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: 16,337 shares; 2024Q4: 16,358 shares; 2025Q1: 12,379 shares; 2025Q2: 9,319 shares; 2025Q3: 9,055 shares 9,055 $1.78M 0.1% -264 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,986 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,896 shares; 2025Q3: 34,073 shares 34,073 $1.77M 0.1% +3,177 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 30,909 shares; 2025Q1: 34,546 shares; 2025Q2: 34,379 shares; 2025Q3: 34,487 shares 34,487 $1.77M 0.1% +108 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: 21,821 shares; 2024Q4: 21,643 shares; 2025Q1: 21,181 shares; 2025Q2: 21,373 shares; 2025Q3: 21,758 shares 21,758 $1.76M 0.1% +385 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: 575 shares; 2024Q4: 572 shares; 2025Q1: 704 shares; 2025Q2: 738 shares; 2025Q3: 765 shares 765 $1.75M 0.1% +27 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: 10,532 shares; 2025Q1: 10,642 shares; 2025Q2: 10,887 shares; 2025Q3: 11,075 shares 11,075 $1.74M 0.1% +188 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: 23,444 shares; 2024Q4: 14,805 shares; 2025Q1: 12,567 shares; 2025Q2: 12,724 shares; 2025Q3: 30,050 shares 30,050 $1.73M 0.1% +17,326 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: 8,030 shares; 2024Q4: 6,613 shares; 2025Q1: 6,168 shares; 2025Q2: 6,414 shares; 2025Q3: 6,891 shares 6,891 $1.73M 0.1% +477 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: 26,823 shares; 2024Q4: 23,888 shares; 2025Q1: 23,158 shares; 2025Q2: 23,419 shares; 2025Q3: 25,065 shares 25,065 $1.72M 0.1% +1,646 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,302 shares; 2024Q4: 42,961 shares; 2025Q1: 40,720 shares; 2025Q2: 36,538 shares; 2025Q3: 36,954 shares 36,954 $1.72M 0.1% +416 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,888 shares 6,888 $1.71M 0.1% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,352 shares; 2024Q4: 19,094 shares; 2025Q1: 19,106 shares; 2025Q2: 19,243 shares; 2025Q3: 19,073 shares 19,073 $1.7M 0.1% -170 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,546 shares; 2025Q1: 6,666 shares; 2025Q2: 11,808 shares; 2025Q3: 13,493 shares 13,493 $1.7M 0.1% +1,685 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 3,869 shares; 2025Q1: 3,802 shares; 2025Q2: 3,411 shares; 2025Q3: 16,578 shares 16,578 $1.7M 0.1% +13,167 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: 42,291 shares; 2024Q4: 42,481 shares; 2025Q1: 45,236 shares; 2025Q2: 137,043 shares; 2025Q3: 169,247 shares 169,247 $1.67M 0.1% +32,204 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,260 shares 9,260 $1.65M 0.1% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares 1,914 $1.61M 0.09% 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: 11,928 shares; 2024Q4: 12,346 shares; 2025Q1: 11,814 shares; 2025Q2: 11,780 shares; 2025Q3: 9,247 shares 9,247 $1.61M 0.09% -2,533 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: 13,604 shares; 2024Q4: 13,598 shares; 2025Q1: 13,621 shares; 2025Q2: 13,684 shares; 2025Q3: 11,970 shares 11,970 $1.61M 0.09% -1,714 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: 1,511 shares; 2024Q4: 1,455 shares; 2025Q1: 1,297 shares; 2025Q2: 1,672 shares; 2025Q3: 1,695 shares 1,695 $1.6M 0.09% +23 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,037 shares; 2024Q4: 13,079 shares; 2025Q1: 13,137 shares; 2025Q2: 35,676 shares; 2025Q3: 61,243 shares 61,243 $1.57M 0.09% +25,567 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: 26,699 shares; 2024Q4: 24,726 shares; 2025Q1: 20,212 shares; 2025Q2: 15,021 shares; 2025Q3: 12,961 shares 12,961 $1.56M 0.09% -2,060 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: 9,808 shares; 2024Q4: 6,560 shares; 2025Q1: 6,584 shares; 2025Q2: 6,675 shares; 2025Q3: 6,296 shares 6,296 $1.56M 0.09% -379 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 15,246 shares; 2025Q1: 15,225 shares; 2025Q2: 15,225 shares; 2025Q3: 15,909 shares 15,909 $1.56M 0.09% +684 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,880 shares; 2024Q4: 32,797 shares; 2025Q1: 82,637 shares; 2025Q2: 83,260 shares; 2025Q3: 82,608 shares 82,608 $1.55M 0.09% -652 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,353 shares; 2025Q2: 20,908 shares; 2025Q3: 22,175 shares 22,175 $1.54M 0.09% +1,267 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: 6,407 shares; 2024Q4: 4,241 shares; 2025Q1: 4,202 shares; 2025Q2: 4,047 shares; 2025Q3: 6,287 shares 6,287 $1.53M 0.09% +2,240 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: 3,894 shares; 2024Q4: 7,590 shares; 2025Q1: 15,798 shares; 2025Q2: 16,855 shares; 2025Q3: 19,309 shares 19,309 $1.53M 0.09% +2,454 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: 8,372 shares; 2024Q4: 8,667 shares; 2025Q1: 8,297 shares; 2025Q2: 17,034 shares; 2025Q3: 17,307 shares 17,307 $1.53M 0.09% +273 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: 25,624 shares; 2024Q4: 25,651 shares; 2025Q1: 14,999 shares; 2025Q2: 15,479 shares; 2025Q3: 14,541 shares 14,541 $1.53M 0.09% -938 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 5,923 shares; 2025Q1: 5,978 shares; 2025Q2: 34,101 shares; 2025Q3: 34,587 shares 34,587 $1.51M 0.09% +486 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,097 shares; 2024Q4: 18,580 shares; 2025Q1: 20,438 shares; 2025Q2: 20,491 shares; 2025Q3: 24,707 shares 24,707 $1.51M 0.09% +4,216 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: 10,465 shares; 2024Q4: 10,427 shares; 2025Q1: 10,667 shares; 2025Q2: 10,671 shares; 2025Q3: 10,560 shares 10,560 $1.5M 0.09% -111 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,568 shares; 2024Q4: 17,065 shares; 2025Q1: 26,121 shares; 2025Q2: 28,343 shares; 2025Q3: 22,362 shares 22,362 $1.49M 0.09% -5,981 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,393 shares; 2025Q1: 1,525 shares; 2025Q2: 1,442 shares; 2025Q3: 2,493 shares 2,493 $1.49M 0.09% +1,051 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: 88,021 shares; 2024Q4: 83,416 shares; 2025Q1: 73,263 shares; 2025Q2: 81,862 shares; 2025Q3: 57,921 shares 57,921 $1.48M 0.09% -23,941 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: 8,612 shares; 2024Q4: 8,538 shares; 2025Q1: 8,203 shares; 2025Q2: 8,304 shares; 2025Q3: 10,276 shares 10,276 $1.47M 0.08% +1,972 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,407 shares; 2024Q4: 23,552 shares; 2025Q1: 37,328 shares; 2025Q2: 38,358 shares; 2025Q3: 38,997 shares 38,997 $1.46M 0.08% +639 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: 1,007 shares; 2024Q4: 1,213 shares; 2025Q1: 1,259 shares; 2025Q2: 2,995 shares; 2025Q3: 3,254 shares 3,254 $1.45M 0.08% +259 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: 1,303 shares; 2025Q1: 1,267 shares; 2025Q2: 1,284 shares; 2025Q3: 1,279 shares 1,279 $1.45M 0.08% -5 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: 4,589 shares; 2024Q4: 4,603 shares; 2025Q1: 4,571 shares; 2025Q2: 4,782 shares; 2025Q3: 4,951 shares 4,951 $1.45M 0.08% +169 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 11,442 shares; 2025Q1: 13,457 shares; 2025Q2: 13,320 shares; 2025Q3: 13,655 shares 13,655 $1.42M 0.08% +335 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: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,966 shares; 2025Q2: 2,984 shares; 2025Q3: 8,908 shares 8,908 $1.42M 0.08% +5,924 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: not reported; 2024Q4: 12,449 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,924 shares 53,924 $1.41M 0.08% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,057 shares; 2024Q4: 15,057 shares; 2025Q1: 14,940 shares; 2025Q2: 15,106 shares; 2025Q3: 15,512 shares 15,512 $1.41M 0.08% +406 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,600 shares; 2024Q4: 60,389 shares; 2025Q1: 57,131 shares; 2025Q2: 54,489 shares; 2025Q3: 60,113 shares 60,113 $1.4M 0.08% +5,624 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: 3,447 shares; 2024Q4: 3,452 shares; 2025Q1: 3,702 shares; 2025Q2: 8,547 shares; 2025Q3: 11,612 shares 11,612 $1.4M 0.08% +3,065 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: 51,547 shares; 2024Q4: 50,439 shares; 2025Q1: 57,244 shares; 2025Q2: 57,595 shares; 2025Q3: 57,518 shares 57,518 $1.4M 0.08% -77 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: 22,903 shares; 2024Q4: 23,187 shares; 2025Q1: 21,451 shares; 2025Q2: 21,520 shares; 2025Q3: 17,569 shares 17,569 $1.39M 0.08% -3,951 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: 9,227 shares; 2024Q4: 8,446 shares; 2025Q1: 8,245 shares; 2025Q2: 8,093 shares; 2025Q3: 10,251 shares 10,251 $1.39M 0.08% +2,158 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: 12,435 shares; 2024Q4: 12,438 shares; 2025Q1: 6,567 shares; 2025Q2: 5,714 shares; 2025Q3: 5,106 shares 5,106 $1.38M 0.08% -608 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: 6,143 shares; 2024Q4: 5,725 shares; 2025Q1: 11,147 shares; 2025Q2: 15,628 shares; 2025Q3: 15,844 shares 15,844 $1.38M 0.08% +216 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: 5,830 shares; 2024Q4: 6,473 shares; 2025Q1: 7,314 shares; 2025Q2: 7,574 shares; 2025Q3: 14,331 shares 14,331 $1.38M 0.08% +6,757 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 7,419 shares; 2025Q1: 9,294 shares; 2025Q2: 9,177 shares; 2025Q3: 8,551 shares 8,551 $1.37M 0.08% -626 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: 16,082 shares; 2024Q4: 15,023 shares; 2025Q1: 15,458 shares; 2025Q2: 14,529 shares; 2025Q3: 14,309 shares 14,309 $1.36M 0.08% -220 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,725 shares; 2025Q1: 5,030 shares; 2025Q2: 5,283 shares; 2025Q3: 5,436 shares 5,436 $1.34M 0.08% +153 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,831 shares; 2024Q4: 27,424 shares; 2025Q1: 29,202 shares; 2025Q2: 28,753 shares; 2025Q3: 26,346 shares 26,346 $1.33M 0.08% -2,407 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: 10,736 shares; 2024Q4: 19,819 shares; 2025Q1: 10,748 shares; 2025Q2: 10,674 shares; 2025Q3: 11,165 shares 11,165 $1.31M 0.08% +491 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: not reported; 2024Q4: not reported; 2025Q1: 10,951 shares; 2025Q2: 24,694 shares; 2025Q3: 28,205 shares 28,205 $1.31M 0.08% +3,511 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,339 shares; 2024Q4: 9,369 shares; 2025Q1: 9,392 shares; 2025Q2: 9,215 shares; 2025Q3: 9,301 shares 9,301 $1.31M 0.08% +86 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,544 shares; 2024Q4: 20,466 shares; 2025Q1: 17,242 shares; 2025Q2: 17,257 shares; 2025Q3: 17,263 shares 17,263 $1.3M 0.08% +6 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,056 shares; 2025Q1: 4,478 shares; 2025Q2: 4,260 shares; 2025Q3: 4,402 shares 4,402 $1.3M 0.07% +142 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,250 shares; 2025Q1: 2,480 shares; 2025Q2: 2,664 shares; 2025Q3: 3,184 shares 3,184 $1.3M 0.07% +520 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: 8,410 shares; 2024Q4: 8,205 shares; 2025Q1: 8,206 shares; 2025Q2: 8,396 shares; 2025Q3: 8,378 shares 8,378 $1.29M 0.07% -18 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 6,368 shares; 2025Q1: 4,366 shares; 2025Q2: 7,710 shares; 2025Q3: 5,775 shares 5,775 $1.29M 0.07% -1,935 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: 2,184 shares; 2024Q4: 2,101 shares; 2025Q1: 3,188 shares; 2025Q2: 3,212 shares; 2025Q3: 3,282 shares 3,282 $1.28M 0.07% +70 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: 1,276 shares; 2024Q4: 1,249 shares; 2025Q1: 1,023 shares; 2025Q2: 1,044 shares; 2025Q3: 1,864 shares 1,864 $1.27M 0.07% +820 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: 4,919 shares; 2024Q4: 4,870 shares; 2025Q1: 4,029 shares; 2025Q2: 4,862 shares; 2025Q3: 3,552 shares 3,552 $1.27M 0.07% -1,310 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: 1,621 shares; 2024Q4: 1,564 shares; 2025Q1: 1,493 shares; 2025Q2: 1,515 shares; 2025Q3: 3,261 shares 3,261 $1.25M 0.07% +1,746 Timeline SPIB 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: 97,098 shares; 2024Q4: 69,196 shares; 2025Q1: 38,014 shares; 2025Q2: 33,093 shares; 2025Q3: 36,590 shares 36,590 $1.25M 0.07% +3,497 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 3,774 shares; 2025Q1: 4,566 shares; 2025Q2: 8,134 shares; 2025Q3: 8,645 shares 8,645 $1.25M 0.07% +511 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: 11,474 shares; 2024Q4: 12,650 shares; 2025Q1: 7,454 shares; 2025Q2: 6,196 shares; 2025Q3: 6,839 shares 6,839 $1.24M 0.07% +643 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,639 shares; 2025Q1: 7,548 shares; 2025Q2: 9,472 shares; 2025Q3: 10,864 shares 10,864 $1.24M 0.07% +1,392 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: 14,023 shares; 2024Q4: 20,356 shares; 2025Q1: 27,747 shares; 2025Q2: 22,005 shares; 2025Q3: 22,720 shares 22,720 $1.21M 0.07% +715 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares 5,500 $1.21M 0.07% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 9,815 shares; 2025Q1: 9,597 shares; 2025Q2: 9,517 shares; 2025Q3: 9,943 shares 9,943 $1.2M 0.07% +426 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: 78,794 shares; 2024Q4: 66,752 shares; 2025Q1: 60,881 shares; 2025Q2: 30,239 shares; 2025Q3: 27,700 shares 27,700 $1.2M 0.07% -2,539 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 2,660 shares; 2025Q1: 2,792 shares; 2025Q2: 2,325 shares; 2025Q3: 2,525 shares 2,525 $1.2M 0.07% +200 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: 709 shares; 2024Q4: 1,814 shares; 2025Q1: 2,637 shares; 2025Q2: 3,282 shares; 2025Q3: 3,539 shares 3,539 $1.2M 0.07% +257 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: 1,245 shares; 2024Q4: 1,381 shares; 2025Q1: 1,441 shares; 2025Q2: 1,590 shares; 2025Q3: 6,329 shares 6,329 $1.19M 0.07% +4,739 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: 12,950 shares; 2024Q4: 4,480 shares; 2025Q1: 4,688 shares; 2025Q2: 4,365 shares; 2025Q3: 19,457 shares 19,457 $1.18M 0.07% +15,092 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,050 shares; 2024Q4: 27,228 shares; 2025Q1: 22,840 shares; 2025Q2: 22,899 shares; 2025Q3: 23,160 shares 23,160 $1.17M 0.07% +261 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,075 shares 17,075 $1.16M 0.07% new 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: 6,229 shares; 2024Q4: 6,205 shares; 2025Q1: 3,973 shares; 2025Q2: 3,956 shares; 2025Q3: 4,084 shares 4,084 $1.15M 0.07% +128 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: 12,696 shares; 2024Q4: 11,041 shares; 2025Q1: 10,467 shares; 2025Q2: 10,752 shares; 2025Q3: 11,336 shares 11,336 $1.14M 0.07% +584 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: 2,409 shares; 2024Q4: 2,243 shares; 2025Q1: 2,307 shares; 2025Q2: 3,046 shares; 2025Q3: 3,692 shares 3,692 $1.14M 0.07% +646 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: 4,453 shares; 2024Q4: 7,271 shares; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 12,371 shares 12,371 $1.13M 0.07% +9,751 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,233 shares; 2024Q4: 24,054 shares; 2025Q1: 22,563 shares; 2025Q2: 22,885 shares; 2025Q3: 23,423 shares 23,423 $1.13M 0.07% +538 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: 820 shares; 2024Q4: 956 shares; 2025Q1: 1,285 shares; 2025Q2: 1,368 shares; 2025Q3: 2,600 shares 2,600 $1.12M 0.06% +1,232 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,877 shares; 2025Q3: 41,369 shares 41,369 $1.12M 0.06% +8,492 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: 1,975 shares; 2024Q4: 2,025 shares; 2025Q1: 2,019 shares; 2025Q2: 2,063 shares; 2025Q3: 2,115 shares 2,115 $1.12M 0.06% +52 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: 103,554 shares; 2024Q4: 103,851 shares; 2025Q1: 52,120 shares; 2025Q2: 52,531 shares; 2025Q3: 135,475 shares 135,475 $1.12M 0.06% +82,944 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: 11,794 shares; 2024Q4: 11,967 shares; 2025Q1: 13,295 shares; 2025Q2: 14,517 shares; 2025Q3: 17,217 shares 17,217 $1.11M 0.06% +2,700 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 12,930 shares; 2025Q1: 18,200 shares; 2025Q2: 21,253 shares; 2025Q3: 23,952 shares 23,952 $1.1M 0.06% +2,699 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: 14,332 shares; 2024Q4: 14,399 shares; 2025Q1: 13,389 shares; 2025Q2: 13,221 shares; 2025Q3: 10,243 shares 10,243 $1.1M 0.06% -2,978 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: 5,664 shares; 2024Q4: 5,637 shares; 2025Q1: 5,560 shares; 2025Q2: 5,574 shares; 2025Q3: 4,531 shares 4,531 $1.1M 0.06% -1,043 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: 7,927 shares; 2024Q4: 7,867 shares; 2025Q1: 7,374 shares; 2025Q2: 6,474 shares; 2025Q3: 6,436 shares 6,436 $1.09M 0.06% -38 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,640 shares; 2025Q1: 9,684 shares; 2025Q2: 9,724 shares; 2025Q3: 8,543 shares 8,543 $1.09M 0.06% -1,181 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 10,147 shares; 2025Q1: 9,860 shares; 2025Q2: 9,933 shares; 2025Q3: 10,089 shares 10,089 $1.09M 0.06% +156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,671 shares 1,671 $1.08M 0.06% +168 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: 5,122 shares; 2024Q4: 5,258 shares; 2025Q1: 4,978 shares; 2025Q2: 5,026 shares; 2025Q3: 3,983 shares 3,983 $1.08M 0.06% -1,043 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,883 shares; 2025Q1: 2,893 shares; 2025Q2: 4,195 shares; 2025Q3: 4,395 shares 4,395 $1.08M 0.06% +200 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,535 shares; 2024Q4: 68,839 shares; 2025Q1: 68,156 shares; 2025Q2: 67,291 shares; 2025Q3: 67,490 shares 67,490 $1.06M 0.06% +199 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: not reported; 2025Q1: 2,496 shares; 2025Q2: 4,170 shares; 2025Q3: 5,084 shares 5,084 $1.03M 0.06% +914 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 11,961 shares; 2025Q1: 11,886 shares; 2025Q2: 11,822 shares; 2025Q3: 16,338 shares 16,338 $1.02M 0.06% +4,516 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 13,381 shares; 2025Q2: 13,349 shares; 2025Q3: 12,832 shares 12,832 $1.01M 0.06% -517 Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 6,015 shares 6,015 $1.01M 0.06% new 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: 618 shares; 2024Q4: 625 shares; 2025Q1: 624 shares; 2025Q2: 673 shares; 2025Q3: 743 shares 743 $1.01M 0.06% +70 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: 1,755 shares; 2024Q4: 3,347 shares; 2025Q1: 2,474 shares; 2025Q2: 3,359 shares; 2025Q3: 3,851 shares 3,851 $1M 0.06% +492 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,492 shares; 2025Q2: 17,351 shares; 2025Q3: 35,691 shares 35,691 $996K 0.06% +18,340 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: 3,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,090 shares 6,090 $988K 0.06% new 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: 1,007 shares 1,007 $985K 0.06% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 12,535 shares; 2025Q1: 12,303 shares; 2025Q2: 11,976 shares; 2025Q3: 12,538 shares 12,538 $978K 0.06% +562 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: 2,209 shares; 2024Q4: 2,214 shares; 2025Q1: 3,010 shares; 2025Q2: 3,232 shares; 2025Q3: 3,347 shares 3,347 $961K 0.06% +115 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: not reported; 2025Q3: 2,656 shares 2,656 $960K 0.06% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,381 shares; 2024Q4: 37,147 shares; 2025Q1: 37,138 shares; 2025Q2: 27,823 shares; 2025Q3: 27,808 shares 27,808 $959K 0.06% -15 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,340 shares; 2025Q1: 8,506 shares; 2025Q2: 8,445 shares; 2025Q3: 12,126 shares 12,126 $955K 0.06% +3,681 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,052 shares; 2025Q2: 12,110 shares; 2025Q3: 14,694 shares 14,694 $950K 0.05% +2,584 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 4,250 shares; 2025Q3: 11,441 shares 11,441 $935K 0.05% +7,191 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: 3,061 shares; 2024Q4: 2,970 shares; 2025Q1: 2,974 shares; 2025Q2: 2,973 shares; 2025Q3: 2,947 shares 2,947 $934K 0.05% -26 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: not reported; 2025Q1: 2,736 shares; 2025Q2: 7,338 shares; 2025Q3: 7,954 shares 7,954 $931K 0.05% +616 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,779 shares; 2025Q1: 1,744 shares; 2025Q2: 1,841 shares; 2025Q3: 1,874 shares 1,874 $928K 0.05% +33 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,511 shares; 2025Q1: 5,547 shares; 2025Q2: 13,770 shares; 2025Q3: 14,466 shares 14,466 $915K 0.05% +696 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,157 shares; 2025Q1: 2,098 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares 2,095 $909K 0.05% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,051 shares; 2025Q3: 28,157 shares 28,157 $908K 0.05% +18,106 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 5,900 shares; 2025Q1: 5,815 shares; 2025Q2: 5,733 shares; 2025Q3: 6,232 shares 6,232 $883K 0.05% +499 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,500 shares; 2025Q1: 4,501 shares; 2025Q2: 4,502 shares; 2025Q3: 4,502 shares 4,502 $878K 0.05% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,529 shares; 2025Q1: 4,426 shares; 2025Q2: 4,778 shares; 2025Q3: 4,987 shares 4,987 $872K 0.05% +209 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU 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: 2,122 shares; 2025Q2: 4,619 shares; 2025Q3: 6,892 shares 6,892 $865K 0.05% +2,273 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 4,713 shares; 2025Q1: 4,661 shares; 2025Q2: 3,342 shares; 2025Q3: 3,336 shares 3,336 $860K 0.05% -6 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: 6,979 shares; 2024Q4: 7,036 shares; 2025Q1: 7,268 shares; 2025Q2: 7,254 shares; 2025Q3: 7,649 shares 7,649 $859K 0.05% +395 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,232 shares; 2024Q4: 13,231 shares; 2025Q1: 13,601 shares; 2025Q2: 13,537 shares; 2025Q3: 13,025 shares 13,025 $858K 0.05% -512 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: 567 shares; 2024Q4: 534 shares; 2025Q1: 532 shares; 2025Q2: 461 shares; 2025Q3: 1,842 shares 1,842 $857K 0.05% +1,381 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: 3,139 shares; 2024Q4: 3,139 shares; 2025Q1: 3,134 shares; 2025Q2: 3,964 shares; 2025Q3: 3,996 shares 3,996 $854K 0.05% +32 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 5,123 shares; 2025Q1: 10,558 shares; 2025Q2: 10,992 shares; 2025Q3: 11,219 shares 11,219 $854K 0.05% +227 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: 1,525 shares; 2024Q4: 1,950 shares; 2025Q1: 2,550 shares; 2025Q2: 2,642 shares; 2025Q3: 2,403 shares 2,403 $844K 0.05% -239 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: 702 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,463 shares; 2025Q3: 2,988 shares 2,988 $833K 0.05% +525 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: 2,103 shares; 2024Q4: 2,086 shares; 2025Q1: 2,094 shares; 2025Q2: 1,998 shares; 2025Q3: 2,128 shares 2,128 $808K 0.05% +130 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: 4,034 shares; 2024Q4: 4,045 shares; 2025Q1: 3,691 shares; 2025Q2: 3,696 shares; 2025Q3: 5,460 shares 5,460 $799K 0.05% +1,764 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,063 shares; 2025Q1: 7,539 shares; 2025Q2: 8,967 shares; 2025Q3: 10,897 shares 10,897 $796K 0.05% +1,930 Timeline VPL 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: 8,785 shares; 2024Q4: 8,785 shares; 2025Q1: 8,692 shares; 2025Q2: 8,692 shares; 2025Q3: 8,612 shares 8,612 $793K 0.05% -80 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: 3,808 shares; 2024Q4: 3,853 shares; 2025Q1: 4,333 shares; 2025Q2: 4,695 shares; 2025Q3: 4,910 shares 4,910 $791K 0.05% +215 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 14,390 shares; 2025Q1: 12,199 shares; 2025Q2: 12,051 shares; 2025Q3: 14,862 shares 14,862 $790K 0.05% +2,811 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: 206,269 shares; 2024Q4: 239,066 shares; 2025Q1: 252,068 shares; 2025Q2: 225,031 shares; 2025Q3: 121,054 shares 121,054 $788K 0.05% -103,977 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 20,368 shares; 2025Q1: 22,844 shares; 2025Q2: 22,629 shares; 2025Q3: 18,492 shares 18,492 $784K 0.05% -4,137 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,327 shares; 2025Q1: 4,295 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares 4,313 $783K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 990 shares; 2025Q3: 993 shares 993 $782K 0.05% +3 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: 7,921 shares; 2024Q4: 7,501 shares; 2025Q1: 7,522 shares; 2025Q2: 7,546 shares; 2025Q3: 7,571 shares 7,571 $774K 0.04% +25 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $752K 0.04% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 8,050 shares; 2025Q1: 7,865 shares; 2025Q2: 7,856 shares; 2025Q3: 7,796 shares 7,796 $742K 0.04% -60 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares 10,500 $738K 0.04% 0 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: not reported; 2024Q4: 586 shares; 2025Q1: 736 shares; 2025Q2: 984 shares; 2025Q3: 668 shares 668 $738K 0.04% -316 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: 9,595 shares; 2024Q4: 9,601 shares; 2025Q1: 9,712 shares; 2025Q2: 9,784 shares; 2025Q3: 9,714 shares 9,714 $734K 0.04% -70 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $733K 0.04% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,492 shares; 2025Q1: 4,025 shares; 2025Q2: 4,172 shares; 2025Q3: 4,279 shares 4,279 $731K 0.04% +107 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: 467 shares; 2024Q4: 492 shares; 2025Q1: 481 shares; 2025Q2: 509 shares; 2025Q3: 1,434 shares 1,434 $730K 0.04% +925 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 7,669 shares; 2025Q1: 4,336 shares; 2025Q2: 4,381 shares; 2025Q3: 3,047 shares 3,047 $728K 0.04% -1,334 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 3,611 shares; 2025Q1: 8,354 shares; 2025Q2: 8,460 shares; 2025Q3: 5,638 shares 5,638 $728K 0.04% -2,822 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: 4,887 shares; 2024Q4: 4,747 shares; 2025Q1: 4,710 shares; 2025Q2: 4,722 shares; 2025Q3: 4,836 shares 4,836 $724K 0.04% +114 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,468 shares; 2025Q1: 9,354 shares; 2025Q2: 9,535 shares; 2025Q3: 9,730 shares 9,730 $724K 0.04% +195 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: 3,146 shares; 2024Q4: 3,120 shares; 2025Q1: 4,363 shares; 2025Q2: 8,639 shares; 2025Q3: 9,084 shares 9,084 $723K 0.04% +445 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,036 shares; 2025Q1: 26,818 shares; 2025Q2: 28,455 shares; 2025Q3: 29,720 shares 29,720 $720K 0.04% +1,265 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,028 shares; 2025Q1: 65,028 shares; 2025Q2: 65,028 shares; 2025Q3: 65,028 shares 65,028 $719K 0.04% 0 Timeline ICUI ICU MED INC More: the full row for ICU MED 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: 5,805 shares 5,805 $713K 0.04% +2,145 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: 40,167 shares; 2024Q4: 39,054 shares; 2025Q1: 42,353 shares; 2025Q2: 43,704 shares; 2025Q3: 44,508 shares 44,508 $712K 0.04% +804 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: not reported; 2024Q4: not reported; 2025Q1: 8,186 shares; 2025Q2: 8,371 shares; 2025Q3: 8,502 shares 8,502 $711K 0.04% +131 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,948 shares; 2025Q1: 5,169 shares; 2025Q2: 4,953 shares; 2025Q3: 5,121 shares 5,121 $700K 0.04% +168 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 9,313 shares; 2025Q1: 9,314 shares; 2025Q2: 9,315 shares; 2025Q3: 9,282 shares 9,282 $696K 0.04% -33 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: 22,402 shares; 2024Q4: 9,927 shares; 2025Q1: 8,224 shares; 2025Q2: 8,108 shares; 2025Q3: 7,711 shares 7,711 $695K 0.04% -397 Timeline EMXC 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: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,562 shares; 2025Q2: 4,907 shares; 2025Q3: 9,491 shares 9,491 $686K 0.04% +4,584 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,559 shares; 2025Q1: 5,620 shares; 2025Q2: 5,712 shares; 2025Q3: 5,830 shares 5,830 $680K 0.04% +118 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: 8,474 shares; 2024Q4: 4,262 shares; 2025Q1: 4,139 shares; 2025Q2: 4,038 shares; 2025Q3: 4,021 shares 4,021 $677K 0.04% -17 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 3,530 shares; 2025Q1: 2,602 shares; 2025Q2: 2,202 shares; 2025Q3: 2,246 shares 2,246 $670K 0.04% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,756 shares 3,756 $668K 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 7,830 shares; 2025Q1: 7,500 shares; 2025Q2: 7,174 shares; 2025Q3: 10,438 shares 10,438 $667K 0.04% +3,264 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: 830 shares; 2024Q4: 799 shares; 2025Q1: 1,062 shares; 2025Q2: 1,114 shares; 2025Q3: 675 shares 675 $659K 0.04% -439 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,326 shares; 2025Q1: 3,185 shares; 2025Q2: 3,256 shares; 2025Q3: 3,297 shares 3,297 $657K 0.04% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,871 shares; 2025Q3: 4,796 shares 4,796 $655K 0.04% -75 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: 1,978 shares; 2024Q4: 1,979 shares; 2025Q1: 1,858 shares; 2025Q2: 1,766 shares; 2025Q3: 1,740 shares 1,740 $654K 0.04% -26 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,237 shares; 2025Q3: 20,850 shares 20,850 $649K 0.04% +613 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,151 shares; 2025Q1: 10,240 shares; 2025Q2: 10,407 shares; 2025Q3: 10,688 shares 10,688 $646K 0.04% +281 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: 202 shares; 2024Q4: 380 shares; 2025Q1: 403 shares; 2025Q2: 438 shares; 2025Q3: 449 shares 449 $637K 0.04% +11 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,069 shares; 2025Q1: 1,576 shares; 2025Q2: 1,849 shares; 2025Q3: 1,850 shares 1,850 $636K 0.04% +1 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,197 shares; 2024Q4: 20,531 shares; 2025Q1: 30,841 shares; 2025Q2: 35,442 shares; 2025Q3: 3,910 shares 3,910 $629K 0.04% -31,532 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE 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: 12,962 shares; 2025Q2: 13,393 shares; 2025Q3: 13,678 shares 13,678 $626K 0.04% +285 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 10,794 shares; 2025Q1: 13,562 shares; 2025Q2: 14,074 shares; 2025Q3: 14,319 shares 14,319 $626K 0.04% +245 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: 2,174 shares; 2024Q4: 2,135 shares; 2025Q1: 2,218 shares; 2025Q2: 2,275 shares; 2025Q3: 2,447 shares 2,447 $625K 0.04% +172 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: 8,095 shares; 2024Q4: 7,801 shares; 2025Q1: 7,890 shares; 2025Q2: 7,862 shares; 2025Q3: 7,555 shares 7,555 $623K 0.04% -307 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,032 shares; 2025Q1: 6,715 shares; 2025Q2: 6,909 shares; 2025Q3: 6,262 shares 6,262 $620K 0.04% -647 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: 1,408 shares; 2024Q4: 2,826 shares; 2025Q1: 2,310 shares; 2025Q2: 2,432 shares; 2025Q3: 2,803 shares 2,803 $617K 0.04% +371 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: 4,473 shares; 2024Q4: 5,424 shares; 2025Q1: 5,194 shares; 2025Q2: 5,087 shares; 2025Q3: 4,934 shares 4,934 $615K 0.04% -153 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: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,341 shares; 2025Q2: 1,358 shares; 2025Q3: 1,367 shares 1,367 $607K 0.03% +9 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: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,813 shares 1,813 $605K 0.03% +18 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,872 shares 18,872 $603K 0.03% new 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: 7,414 shares; 2024Q4: 7,435 shares; 2025Q1: 2,765 shares; 2025Q2: 2,899 shares; 2025Q3: 2,993 shares 2,993 $599K 0.03% +94 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: 539 shares; 2024Q4: 595 shares; 2025Q1: 521 shares; 2025Q2: 65 shares; 2025Q3: 114 shares 114 $599K 0.03% +49 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,648 shares; 2024Q4: 10,324 shares; 2025Q1: 14,453 shares; 2025Q2: 14,938 shares; 2025Q3: 15,502 shares 15,502 $597K 0.03% +564 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: 594 shares; 2024Q4: 593 shares; 2025Q1: 480 shares; 2025Q2: 318 shares; 2025Q3: 317 shares 317 $597K 0.03% -1 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: 1,362 shares; 2024Q4: 1,355 shares; 2025Q1: 1,397 shares; 2025Q2: 1,409 shares; 2025Q3: 1,385 shares 1,385 $593K 0.03% -24 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 832 shares; 2025Q1: 611 shares; 2025Q2: 561 shares; 2025Q3: 1,279 shares 1,279 $593K 0.03% +718 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,556 shares; 2025Q1: 2,956 shares; 2025Q2: 3,111 shares; 2025Q3: 3,333 shares 3,333 $592K 0.03% +222 Timeline OKTA OKTA INC More: the full row for OKTA 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: 6,555 shares 6,555 $590K 0.03% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,637 shares; 2024Q4: 7,303 shares; 2025Q1: 9,826 shares; 2025Q2: 9,917 shares; 2025Q3: 10,328 shares 10,328 $590K 0.03% +411 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 3,763 shares; 2025Q1: 5,405 shares; 2025Q2: 5,420 shares; 2025Q3: 5,701 shares 5,701 $586K 0.03% +281 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL 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: 6,767 shares; 2025Q2: 6,960 shares; 2025Q3: 9,569 shares 9,569 $578K 0.03% +2,609 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,822 shares; 2024Q4: 15,878 shares; 2025Q1: 23,150 shares; 2025Q2: 23,605 shares; 2025Q3: 21,609 shares 21,609 $578K 0.03% -1,996 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: 4,923 shares; 2024Q4: 4,975 shares; 2025Q1: 8,071 shares; 2025Q2: 8,296 shares; 2025Q3: 8,219 shares 8,219 $578K 0.03% -77 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY 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: 31,382 shares; 2025Q2: 31,705 shares; 2025Q3: 33,040 shares 33,040 $573K 0.03% +1,335 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,062 shares; 2025Q1: 7,453 shares; 2025Q2: 7,751 shares; 2025Q3: 7,807 shares 7,807 $571K 0.03% +56 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,152 shares; 2024Q4: 32,302 shares; 2025Q1: 40,965 shares; 2025Q2: 40,413 shares; 2025Q3: 44,253 shares 44,253 $569K 0.03% +3,840 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: 1,914 shares; 2024Q4: 4,296 shares; 2025Q1: 3,998 shares; 2025Q2: 4,373 shares; 2025Q3: 2,062 shares 2,062 $568K 0.03% -2,311 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: 15,396 shares; 2024Q4: 13,354 shares; 2025Q1: 10,437 shares; 2025Q2: 10,131 shares; 2025Q3: 9,201 shares 9,201 $567K 0.03% -930 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 2,567 shares; 2025Q1: 3,540 shares; 2025Q2: 2,763 shares; 2025Q3: 2,789 shares 2,789 $565K 0.03% +26 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: not reported; 2024Q4: 4,840 shares; 2025Q1: 7,469 shares; 2025Q2: 7,728 shares; 2025Q3: 6,547 shares 6,547 $564K 0.03% -1,181 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,391 shares; 2025Q1: 2,895 shares; 2025Q2: 2,234 shares; 2025Q3: 2,305 shares 2,305 $564K 0.03% +71 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,418 shares; 2025Q1: 6,424 shares; 2025Q2: 6,607 shares; 2025Q3: 6,665 shares 6,665 $562K 0.03% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares 3,580 $558K 0.03% new 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: 3,670 shares; 2024Q4: 3,601 shares; 2025Q1: 5,297 shares; 2025Q2: 4,312 shares; 2025Q3: 4,369 shares 4,369 $556K 0.03% +57 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,326 shares; 2024Q4: 19,022 shares; 2025Q1: 24,770 shares; 2025Q2: 26,196 shares; 2025Q3: 27,647 shares 27,647 $555K 0.03% +1,451 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 16,587 shares; 2025Q1: 20,311 shares; 2025Q2: 20,714 shares; 2025Q3: 21,552 shares 21,552 $554K 0.03% +838 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,904 shares; 2024Q4: 17,758 shares; 2025Q1: 27,035 shares; 2025Q2: 28,211 shares; 2025Q3: 28,938 shares 28,938 $552K 0.03% +727 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: 2,004 shares; 2025Q2: 3,300 shares; 2025Q3: 3,067 shares 3,067 $550K 0.03% -233 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,069 shares; 2025Q1: 3,134 shares; 2025Q2: 3,239 shares; 2025Q3: 3,273 shares 3,273 $549K 0.03% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 12,420 shares 12,420 $548K 0.03% +7,090 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 921 shares; 2025Q1: 895 shares; 2025Q2: 915 shares; 2025Q3: 992 shares 992 $547K 0.03% +77 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,486 shares; 2024Q4: 20,537 shares; 2025Q1: 29,692 shares; 2025Q2: 30,532 shares; 2025Q3: 31,686 shares 31,686 $546K 0.03% +1,154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,506 shares 4,506 $546K 0.03% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,814 shares; 2025Q3: 6,137 shares 6,137 $544K 0.03% +1,323 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,414 shares; 2024Q4: 8,465 shares; 2025Q1: 10,572 shares; 2025Q2: 10,009 shares; 2025Q3: 10,505 shares 10,505 $537K 0.03% +496 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,237 shares 6,237 $537K 0.03% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,258 shares; 2025Q1: 6,127 shares; 2025Q2: 6,258 shares; 2025Q3: 6,434 shares 6,434 $537K 0.03% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,802 shares; 2025Q3: 6,962 shares 6,962 $535K 0.03% +160 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 9,527 shares; 2025Q3: 13,535 shares 13,535 $535K 0.03% +4,008 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,267 shares 3,267 $533K 0.03% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD 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: 45,000 shares 45,000 $532K 0.03% new 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: 1,409 shares; 2024Q4: 1,370 shares; 2025Q1: 1,227 shares; 2025Q2: 1,024 shares; 2025Q3: 1,063 shares 1,063 $528K 0.03% +39 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,607 shares; 2024Q4: 24,643 shares; 2025Q1: 59,811 shares; 2025Q2: 61,318 shares; 2025Q3: 51,782 shares 51,782 $523K 0.03% -9,536 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: 2,100 shares; 2024Q4: 2,533 shares; 2025Q1: 4,426 shares; 2025Q2: 4,875 shares; 2025Q3: 3,914 shares 3,914 $521K 0.03% -961 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: 23,303 shares; 2024Q4: 21,797 shares; 2025Q1: 21,344 shares; 2025Q2: 17,822 shares; 2025Q3: 6,382 shares 6,382 $519K 0.03% -11,440 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 9,111 shares; 2025Q1: 9,343 shares; 2025Q2: 9,266 shares; 2025Q3: 9,472 shares 9,472 $517K 0.03% +206 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 2,931 shares; 2025Q1: 4,145 shares; 2025Q2: 4,223 shares; 2025Q3: 4,385 shares 4,385 $515K 0.03% +162 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: 5,687 shares 5,687 $514K 0.03% new Timeline SouthState Corp SouthState Corp More: the full row for SouthState 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: 4,180 shares; 2025Q2: 5,432 shares; 2025Q3: 5,687 shares 5,687 $514K 0.03% +255 KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,996 shares; 2025Q1: 21,641 shares; 2025Q2: 22,302 shares; 2025Q3: 22,309 shares 22,309 $513K 0.03% +7 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 5,229 shares; 2025Q1: 5,157 shares; 2025Q2: 10,960 shares; 2025Q3: 11,427 shares 11,427 $512K 0.03% +467 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,148 shares 2,148 $511K 0.03% +108 Timeline XPRO EXPRO GROUP HOLDINGS NV More: the full row for EXPRO GROUP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,352 shares; 2024Q4: 13,482 shares; 2025Q1: 33,232 shares; 2025Q2: 34,740 shares; 2025Q3: 36,941 shares 36,941 $510K 0.03% +2,201 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 7,836 shares; 2025Q1: 11,461 shares; 2025Q2: 11,673 shares; 2025Q3: 8,752 shares 8,752 $510K 0.03% -2,921 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,419 shares; 2025Q3: 6,755 shares 6,755 $503K 0.03% +336 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,263 shares 4,263 $503K 0.03% -200 Timeline SPGM 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: 6,325 shares; 2024Q4: 6,395 shares; 2025Q1: 6,395 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares 6,450 $498K 0.03% 0 Timeline TNET TRINET GROUP INC More: the full row for TRINET 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: 6,293 shares; 2025Q2: 6,481 shares; 2025Q3: 7,996 shares 7,996 $498K 0.03% +1,515 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 16,618 shares 16,618 $497K 0.03% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 3,859 shares; 2025Q1: 2,774 shares; 2025Q2: 2,795 shares; 2025Q3: 2,829 shares 2,829 $496K 0.03% +34 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 4,530 shares; 2025Q1: 5,943 shares; 2025Q2: 6,083 shares; 2025Q3: 6,386 shares 6,386 $494K 0.03% +303 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,471 shares; 2025Q1: 7,741 shares; 2025Q2: 9,109 shares; 2025Q3: 11,007 shares 11,007 $492K 0.03% +1,898 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 1,929 shares; 2025Q1: 1,856 shares; 2025Q2: 2,123 shares; 2025Q3: 2,990 shares 2,990 $491K 0.03% +867 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 10,749 shares; 2025Q1: 15,799 shares; 2025Q2: 16,648 shares; 2025Q3: 16,836 shares 16,836 $489K 0.03% +188 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: 37,197 shares; 2024Q4: 42,773 shares; 2025Q1: 39,657 shares; 2025Q2: 45,014 shares; 2025Q3: 36,779 shares 36,779 $488K 0.03% -8,235 Timeline IPKW 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: 8,763 shares; 2024Q4: 8,872 shares; 2025Q1: 8,957 shares; 2025Q2: 9,039 shares; 2025Q3: 9,088 shares 9,088 $481K 0.03% +49 Timeline FROG JFROG LTD More: the full row for JFROG 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: 8,869 shares; 2025Q2: 9,386 shares; 2025Q3: 9,639 shares 9,639 $481K 0.03% +253 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,194 shares; 2024Q4: 20,504 shares; 2025Q1: 15,739 shares; 2025Q2: 15,573 shares; 2025Q3: 12,012 shares 12,012 $481K 0.03% -3,561 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 6,749 shares; 2025Q1: 9,792 shares; 2025Q2: 10,374 shares; 2025Q3: 10,595 shares 10,595 $480K 0.03% +221 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: 871 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 791 shares 791 $478K 0.03% -6 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,915 shares; 2024Q4: 12,571 shares; 2025Q1: 13,840 shares; 2025Q2: 13,939 shares; 2025Q3: 14,287 shares 14,287 $478K 0.03% +348 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,522 shares; 2025Q1: 1,587 shares; 2025Q2: 1,687 shares; 2025Q3: 1,638 shares 1,638 $477K 0.03% -49 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: 4,890 shares; 2024Q4: 4,825 shares; 2025Q1: 4,315 shares; 2025Q2: 5,408 shares; 2025Q3: 6,564 shares 6,564 $477K 0.03% +1,156 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,309 shares; 2025Q1: 2,975 shares; 2025Q2: 3,131 shares; 2025Q3: 3,247 shares 3,247 $475K 0.03% +116 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,113 shares; 2025Q1: 11,329 shares; 2025Q2: 11,465 shares; 2025Q3: 11,647 shares 11,647 $475K 0.03% +182 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,403 shares; 2024Q4: 69,861 shares; 2025Q1: 11,168 shares; 2025Q2: 11,182 shares; 2025Q3: 11,192 shares 11,192 $475K 0.03% +10 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,400 shares; 2025Q1: 18,491 shares; 2025Q2: 19,388 shares; 2025Q3: 19,467 shares 19,467 $474K 0.03% +79 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: 10,170 shares; 2024Q4: 9,325 shares; 2025Q1: 9,356 shares; 2025Q2: 9,349 shares; 2025Q3: 8,128 shares 8,128 $474K 0.03% -1,221 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,316 shares; 2025Q1: 4,800 shares; 2025Q2: 5,769 shares; 2025Q3: 8,145 shares 8,145 $473K 0.03% +2,376 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 6,503 shares; 2025Q1: 10,012 shares; 2025Q2: 10,388 shares; 2025Q3: 10,382 shares 10,382 $472K 0.03% -6 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE 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: 6,809 shares; 2025Q1: 7,642 shares; 2025Q2: 7,948 shares; 2025Q3: 8,087 shares 8,087 $472K 0.03% +139 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,187 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 10,968 shares 10,968 $472K 0.03% -102 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,216 shares; 2025Q1: 6,329 shares; 2025Q2: 6,524 shares; 2025Q3: 6,627 shares 6,627 $470K 0.03% +103 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: 5,471 shares; 2024Q4: 4,306 shares; 2025Q1: 2,318 shares; 2025Q2: 2,228 shares; 2025Q3: 2,124 shares 2,124 $469K 0.03% -104 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: 4,496 shares 4,496 $467K 0.03% +158 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: not reported; 2024Q4: 4,053 shares; 2025Q1: 7,551 shares; 2025Q2: 7,764 shares; 2025Q3: 8,244 shares 8,244 $467K 0.03% +480 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 9,056 shares; 2025Q1: 9,565 shares; 2025Q2: 11,443 shares; 2025Q3: 11,811 shares 11,811 $467K 0.03% +368 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP 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: not reported; 2025Q3: 7,633 shares 7,633 $461K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,090 shares 4,090 $460K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,268 shares; 2024Q4: 13,434 shares; 2025Q1: 16,410 shares; 2025Q2: 3,621 shares; 2025Q3: 1,991 shares 1,991 $459K 0.03% -1,630 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: not reported; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: 2,270 shares; 2025Q3: 2,262 shares 2,262 $457K 0.03% -8 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: 4,937 shares; 2024Q4: 3,987 shares; 2025Q1: 3,961 shares; 2025Q2: 4,032 shares; 2025Q3: 4,031 shares 4,031 $456K 0.03% -1 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: 2,273 shares; 2024Q4: 3,226 shares; 2025Q1: 3,331 shares; 2025Q2: 4,691 shares; 2025Q3: 4,817 shares 4,817 $454K 0.03% +126 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 3,834 shares; 2025Q1: 6,891 shares; 2025Q2: 6,906 shares; 2025Q3: 6,970 shares 6,970 $450K 0.03% +64 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,998 shares 8,998 $449K 0.03% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 12,322 shares; 2025Q3: 11,417 shares 11,417 $442K 0.03% -905 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: 1,985 shares; 2024Q4: 1,980 shares; 2025Q1: 1,851 shares; 2025Q2: 1,718 shares; 2025Q3: 1,725 shares 1,725 $441K 0.03% +7 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,315 shares; 2025Q1: 18,831 shares; 2025Q2: 20,300 shares; 2025Q3: 21,311 shares 21,311 $441K 0.03% +1,011 TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,800 shares; 2024Q4: 109,800 shares; 2025Q1: 109,800 shares; 2025Q2: 109,800 shares; 2025Q3: 115,919 shares 115,919 $440K 0.03% +6,119 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 5,801 shares; 2025Q1: 6,115 shares; 2025Q2: 4,728 shares; 2025Q3: 5,091 shares 5,091 $440K 0.03% +363 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,917 shares; 2025Q1: 3,225 shares; 2025Q2: 3,448 shares; 2025Q3: 3,520 shares 3,520 $438K 0.03% +72 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 2,546 shares; 2025Q1: 3,503 shares; 2025Q2: 3,666 shares; 2025Q3: 3,707 shares 3,707 $436K 0.03% +41 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 4,717 shares; 2025Q1: 7,028 shares; 2025Q2: 7,107 shares; 2025Q3: 7,257 shares 7,257 $435K 0.03% +150 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares 2,375 $434K 0.03% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,852 shares; 2025Q1: 10,773 shares; 2025Q2: 8,541 shares; 2025Q3: 6,808 shares 6,808 $433K 0.02% -1,733 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 1,739 shares 1,739 $430K 0.02% +376 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,632 shares; 2025Q1: 1,889 shares; 2025Q2: 1,982 shares; 2025Q3: 2,022 shares 2,022 $429K 0.02% +40 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,803 shares; 2024Q4: 16,887 shares; 2025Q1: 24,541 shares; 2025Q2: 24,993 shares; 2025Q3: 25,731 shares 25,731 $428K 0.02% +738 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,669 shares; 2025Q1: 11,459 shares; 2025Q2: 11,746 shares; 2025Q3: 11,491 shares 11,491 $424K 0.02% -255 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: not reported; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 2,164 shares; 2025Q3: 2,246 shares 2,246 $423K 0.02% +82 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 2,962 shares; 2025Q3: 2,479 shares 2,479 $422K 0.02% -483 Timeline