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: 603,146 shares; 2024Q4: 619,025 shares; 2025Q1: 627,578 shares; 2025Q2: 633,245 shares; 2025Q3: 621,448 shares 621,448 $322M 6.85% -11,797 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,242 shares; 2024Q4: 1,117,416 shares; 2025Q1: 1,130,892 shares; 2025Q2: 1,091,605 shares; 2025Q3: 1,101,836 shares 1,101,836 $284M 6.06% +10,231 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: 1,448,949 shares; 2024Q4: 1,513,218 shares; 2025Q1: 1,265,051 shares; 2025Q2: 1,296,415 shares; 2025Q3: 1,317,537 shares 1,317,537 $247M 5.27% +21,122 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: 612,647 shares; 2024Q4: 643,422 shares; 2025Q1: 663,582 shares; 2025Q2: 673,027 shares; 2025Q3: 689,182 shares 689,182 $170M 3.62% +16,155 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: 237,410 shares; 2024Q4: 239,605 shares; 2025Q1: 240,050 shares; 2025Q2: 239,113 shares; 2025Q3: 235,584 shares 235,584 $158M 3.36% -3,529 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: 564,455 shares; 2024Q4: 581,687 shares; 2025Q1: 598,372 shares; 2025Q2: 659,666 shares; 2025Q3: 677,938 shares 677,938 $149M 3.17% +18,272 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: 283,635 shares; 2024Q4: 297,571 shares; 2025Q1: 305,459 shares; 2025Q2: 312,801 shares; 2025Q3: 323,587 shares 323,587 $109M 2.33% +10,786 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: 154,744 shares; 2024Q4: 158,661 shares; 2025Q1: 159,155 shares; 2025Q2: 154,622 shares; 2025Q3: 155,973 shares 155,973 $105M 2.23% +1,351 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: 295,061 shares; 2024Q4: 306,563 shares; 2025Q1: 310,881 shares; 2025Q2: 311,270 shares; 2025Q3: 316,069 shares 316,069 $98M 2.09% +4,799 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: 979,280 shares; 2024Q4: 990,291 shares; 2025Q1: 989,127 shares; 2025Q2: 1,004,429 shares; 2025Q3: 1,158,479 shares 1,158,479 $76.2M 1.62% +154,050 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: 999,883 shares; 2024Q4: 1,001,448 shares; 2025Q1: 1,001,275 shares; 2025Q2: 1,004,794 shares; 2025Q3: 1,102,007 shares 1,102,007 $73.8M 1.57% +97,213 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: 214,512 shares; 2024Q4: 221,222 shares; 2025Q1: 203,454 shares; 2025Q2: 206,779 shares; 2025Q3: 210,202 shares 210,202 $73.5M 1.57% +3,423 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: 72,122 shares; 2024Q4: 77,001 shares; 2025Q1: 91,562 shares; 2025Q2: 94,596 shares; 2025Q3: 99,134 shares 99,134 $70.4M 1.5% +4,538 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: 937,920 shares; 2024Q4: 942,732 shares; 2025Q1: 940,972 shares; 2025Q2: 936,976 shares; 2025Q3: 1,025,510 shares 1,025,510 $62.6M 1.33% +88,534 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158,202 shares; 2024Q4: 1,159,111 shares; 2025Q1: 1,109,084 shares; 2025Q2: 1,097,310 shares; 2025Q3: 1,127,411 shares 1,127,411 $61.8M 1.32% +30,101 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: 104,922 shares; 2024Q4: 107,636 shares; 2025Q1: 110,610 shares; 2025Q2: 112,007 shares; 2025Q3: 114,811 shares 114,811 $57.3M 1.22% +2,804 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: 183,558 shares; 2024Q4: 244,670 shares; 2025Q1: 316,149 shares; 2025Q2: 318,549 shares; 2025Q3: 302,178 shares 302,178 $46.4M 0.99% -16,371 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: 452,828 shares; 2024Q4: 477,187 shares; 2025Q1: 485,366 shares; 2025Q2: 499,520 shares; 2025Q3: 520,384 shares 520,384 $46.2M 0.99% +20,864 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: 163,806 shares; 2024Q4: 167,678 shares; 2025Q1: 170,876 shares; 2025Q2: 170,335 shares; 2025Q3: 170,875 shares 170,875 $41.9M 0.89% +540 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: 66,564 shares; 2024Q4: 66,432 shares; 2025Q1: 67,732 shares; 2025Q2: 68,066 shares; 2025Q3: 67,859 shares 67,859 $40.8M 0.87% -207 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: 31,591 shares; 2024Q4: 37,728 shares; 2025Q1: 39,213 shares; 2025Q2: 44,916 shares; 2025Q3: 47,440 shares 47,440 $39.8M 0.85% +2,524 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: 103,754 shares; 2024Q4: 105,513 shares; 2025Q1: 105,513 shares; 2025Q2: 105,492 shares; 2025Q3: 105,492 shares 105,492 $38.8M 0.83% 0 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: 30,185 shares; 2024Q4: 31,982 shares; 2025Q1: 39,375 shares; 2025Q2: 40,560 shares; 2025Q3: 42,268 shares 42,268 $38.6M 0.82% +1,708 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: 60,065 shares; 2024Q4: 61,548 shares; 2025Q1: 62,451 shares; 2025Q2: 62,130 shares; 2025Q3: 61,909 shares 61,909 $37.3M 0.8% -221 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: 35,187 shares; 2024Q4: 43,978 shares; 2025Q1: 44,943 shares; 2025Q2: 45,894 shares; 2025Q3: 46,786 shares 46,786 $37M 0.79% +892 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: 218,874 shares; 2024Q4: 225,031 shares; 2025Q1: 229,008 shares; 2025Q2: 233,242 shares; 2025Q3: 299,392 shares 299,392 $36M 0.77% +66,150 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: 240,635 shares; 2024Q4: 251,440 shares; 2025Q1: 260,043 shares; 2025Q2: 251,678 shares; 2025Q3: 246,749 shares 246,749 $34.9M 0.74% -4,929 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: 180,432 shares; 2024Q4: 190,336 shares; 2025Q1: 196,707 shares; 2025Q2: 199,924 shares; 2025Q3: 208,701 shares 208,701 $34.8M 0.74% +8,777 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: 135,170 shares; 2024Q4: 135,198 shares; 2025Q1: 134,755 shares; 2025Q2: 136,352 shares; 2025Q3: 137,492 shares 137,492 $33.8M 0.72% +1,140 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,914 shares; 2024Q4: 172,646 shares; 2025Q1: 177,631 shares; 2025Q2: 170,671 shares; 2025Q3: 171,625 shares 171,625 $30.8M 0.66% +954 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: 31,656 shares; 2024Q4: 32,134 shares; 2025Q1: 32,571 shares; 2025Q2: 32,937 shares; 2025Q3: 33,508 shares 33,508 $30.7M 0.65% +571 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: 38,802 shares; 2024Q4: 40,587 shares; 2025Q1: 41,189 shares; 2025Q2: 41,759 shares; 2025Q3: 55,663 shares 55,663 $30.2M 0.64% +13,904 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $30M 0.64% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,334 shares; 2024Q4: 185,919 shares; 2025Q1: 187,819 shares; 2025Q2: 191,522 shares; 2025Q3: 195,609 shares 195,609 $30M 0.64% +4,087 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: 12,172 shares; 2024Q4: 27,472 shares; 2025Q1: 28,359 shares; 2025Q2: 60,518 shares; 2025Q3: 66,168 shares 66,168 $28.4M 0.61% +5,650 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: 59,884 shares; 2024Q4: 62,281 shares; 2025Q1: 63,039 shares; 2025Q2: 63,627 shares; 2025Q3: 128,368 shares 128,368 $27.6M 0.59% +64,741 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: 44,246 shares; 2024Q4: 44,257 shares; 2025Q1: 43,984 shares; 2025Q2: 43,577 shares; 2025Q3: 43,632 shares 43,632 $26.8M 0.57% +55 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: 114,204 shares; 2024Q4: 118,086 shares; 2025Q1: 120,881 shares; 2025Q2: 123,310 shares; 2025Q3: 125,383 shares 125,383 $26.2M 0.56% +2,073 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: 88,018 shares; 2024Q4: 87,988 shares; 2025Q1: 87,814 shares; 2025Q2: 87,459 shares; 2025Q3: 87,934 shares 87,934 $26M 0.55% +475 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: 181,160 shares; 2024Q4: 186,867 shares; 2025Q1: 189,146 shares; 2025Q2: 190,789 shares; 2025Q3: 191,900 shares 191,900 $25.8M 0.55% +1,111 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: 20,734 shares; 2024Q4: 22,399 shares; 2025Q1: 23,462 shares; 2025Q2: 24,338 shares; 2025Q3: 25,324 shares 25,324 $24.8M 0.53% +986 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: 194,981 shares; 2024Q4: 142,131 shares; 2025Q1: 141,418 shares; 2025Q2: 135,256 shares; 2025Q3: 131,064 shares 131,064 $24.7M 0.53% -4,192 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: 99,422 shares; 2024Q4: 100,719 shares; 2025Q1: 101,532 shares; 2025Q2: 102,505 shares; 2025Q3: 104,375 shares 104,375 $24.4M 0.52% +1,870 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: 247,299 shares; 2024Q4: 257,592 shares; 2025Q1: 263,833 shares; 2025Q2: 270,155 shares; 2025Q3: 272,642 shares 272,642 $24.3M 0.52% +2,487 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: 72,655 shares; 2024Q4: 74,333 shares; 2025Q1: 75,692 shares; 2025Q2: 77,702 shares; 2025Q3: 79,854 shares 79,854 $24M 0.51% +2,152 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: 121,593 shares; 2024Q4: 127,926 shares; 2025Q1: 132,188 shares; 2025Q2: 135,824 shares; 2025Q3: 140,363 shares 140,363 $23.6M 0.5% +4,539 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 99,861 shares; 2025Q3: 104,186 shares 104,186 $22.6M 0.48% +4,325 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: 23,180 shares; 2024Q4: 33,806 shares; 2025Q1: 34,574 shares; 2025Q2: 45,129 shares; 2025Q3: 49,093 shares 49,093 $22.2M 0.47% +3,964 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: 139,447 shares; 2024Q4: 141,836 shares; 2025Q1: 146,584 shares; 2025Q2: 207,647 shares; 2025Q3: 210,314 shares 210,314 $21.5M 0.46% +2,667 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: 132,696 shares; 2024Q4: 148,886 shares; 2025Q1: 150,993 shares; 2025Q2: 138,008 shares; 2025Q3: 138,335 shares 138,335 $21.1M 0.45% +327 Timeline IWV 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: 56,447 shares; 2024Q4: 56,490 shares; 2025Q1: 56,593 shares; 2025Q2: 55,591 shares; 2025Q3: 55,207 shares 55,207 $21M 0.45% -384 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: 69,759 shares; 2024Q4: 74,523 shares; 2025Q1: 97,157 shares; 2025Q2: 100,372 shares; 2025Q3: 105,197 shares 105,197 $20.9M 0.44% +4,825 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: 19,990 shares; 2024Q4: 20,862 shares; 2025Q1: 21,721 shares; 2025Q2: 22,478 shares; 2025Q3: 22,604 shares 22,604 $20.8M 0.44% +126 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: 164,111 shares; 2024Q4: 170,264 shares; 2025Q1: 173,143 shares; 2025Q2: 174,846 shares; 2025Q3: 177,042 shares 177,042 $19.9M 0.42% +2,196 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: 69,195 shares; 2024Q4: 69,231 shares; 2025Q1: 69,362 shares; 2025Q2: 69,472 shares; 2025Q3: 69,203 shares 69,203 $19.8M 0.42% -269 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: 222,239 shares; 2024Q4: 220,946 shares; 2025Q1: 203,505 shares; 2025Q2: 205,120 shares; 2025Q3: 202,682 shares 202,682 $19.7M 0.42% -2,438 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: 65,502 shares; 2024Q4: 65,557 shares; 2025Q1: 64,764 shares; 2025Q2: 64,993 shares; 2025Q3: 62,177 shares 62,177 $19.2M 0.41% -2,816 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: 131,683 shares; 2024Q4: 136,510 shares; 2025Q1: 157,385 shares; 2025Q2: 158,198 shares; 2025Q3: 160,076 shares 160,076 $18.1M 0.39% +1,878 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,384 shares; 2024Q4: 415,105 shares; 2025Q1: 434,793 shares; 2025Q2: 451,887 shares; 2025Q3: 432,500 shares 432,500 $18.1M 0.38% -19,387 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: 9,764 shares; 2024Q4: 10,375 shares; 2025Q1: 10,815 shares; 2025Q2: 34,677 shares; 2025Q3: 36,229 shares 36,229 $17.7M 0.38% +1,552 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: 35,119 shares; 2024Q4: 34,996 shares; 2025Q1: 34,589 shares; 2025Q2: 34,129 shares; 2025Q3: 34,236 shares 34,236 $17M 0.36% +107 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 8,126 shares; 2025Q1: 8,446 shares; 2025Q2: 130,873 shares; 2025Q3: 159,240 shares 159,240 $16.7M 0.36% +28,367 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: 63,355 shares; 2024Q4: 63,355 shares; 2025Q1: 64,419 shares; 2025Q2: 64,382 shares; 2025Q3: 64,381 shares 64,381 $16.6M 0.35% -1 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: 59,682 shares; 2024Q4: 59,058 shares; 2025Q1: 57,574 shares; 2025Q2: 54,391 shares; 2025Q3: 53,781 shares 53,781 $16.2M 0.34% -610 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,102 shares; 2024Q4: 152,505 shares; 2025Q1: 158,113 shares; 2025Q2: 163,192 shares; 2025Q3: 286,080 shares 286,080 $16M 0.34% +122,888 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 35,721 shares; 2025Q1: 38,808 shares; 2025Q2: 40,663 shares; 2025Q3: 42,571 shares 42,571 $15.3M 0.33% +1,908 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,675 shares; 2024Q4: 25,583 shares; 2025Q1: 26,912 shares; 2025Q2: 27,831 shares; 2025Q3: 28,006 shares 28,006 $15.1M 0.32% +175 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,250 shares; 2025Q1: 103,321 shares; 2025Q2: 92,681 shares; 2025Q3: 92,657 shares 92,657 $15M 0.32% -24 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: 40,069 shares; 2024Q4: 41,097 shares; 2025Q1: 40,162 shares; 2025Q2: 38,267 shares; 2025Q3: 37,820 shares 37,820 $14.9M 0.32% -447 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: 10,506 shares; 2024Q4: 10,622 shares; 2025Q1: 11,325 shares; 2025Q2: 19,626 shares; 2025Q3: 19,881 shares 19,881 $14.7M 0.31% +255 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: 76,625 shares; 2024Q4: 80,537 shares; 2025Q1: 81,028 shares; 2025Q2: 85,770 shares; 2025Q3: 87,983 shares 87,983 $14.1M 0.3% +2,213 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: 148,889 shares; 2024Q4: 148,770 shares; 2025Q1: 146,585 shares; 2025Q2: 145,640 shares; 2025Q3: 148,373 shares 148,373 $14.1M 0.3% +2,733 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,245 shares; 2024Q4: 106,174 shares; 2025Q1: 109,032 shares; 2025Q2: 110,510 shares; 2025Q3: 113,365 shares 113,365 $13.9M 0.3% +2,855 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: 59,949 shares; 2024Q4: 62,768 shares; 2025Q1: 64,679 shares; 2025Q2: 66,462 shares; 2025Q3: 67,878 shares 67,878 $13.7M 0.29% +1,416 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,261 shares; 2024Q4: 94,759 shares; 2025Q1: 110,067 shares; 2025Q2: 113,262 shares; 2025Q3: 101,147 shares 101,147 $13.2M 0.28% -12,115 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: 13,936 shares; 2024Q4: 14,014 shares; 2025Q1: 127,811 shares; 2025Q2: 133,664 shares; 2025Q3: 139,197 shares 139,197 $13.1M 0.28% +5,533 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,614 shares; 2024Q4: 24,788 shares; 2025Q1: 25,565 shares; 2025Q2: 26,360 shares; 2025Q3: 27,183 shares 27,183 $13M 0.28% +823 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: 121,160 shares; 2024Q4: 126,315 shares; 2025Q1: 131,981 shares; 2025Q2: 136,390 shares; 2025Q3: 120,042 shares 120,042 $12.8M 0.27% -16,348 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,631 shares; 2024Q4: 160,402 shares; 2025Q1: 166,718 shares; 2025Q2: 122,518 shares; 2025Q3: 122,804 shares 122,804 $12.7M 0.27% +286 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: 36,799 shares; 2024Q4: 37,705 shares; 2025Q1: 38,242 shares; 2025Q2: 38,487 shares; 2025Q3: 38,784 shares 38,784 $12.6M 0.27% +297 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: 37,753 shares; 2024Q4: 37,670 shares; 2025Q1: 37,329 shares; 2025Q2: 36,896 shares; 2025Q3: 36,850 shares 36,850 $12.2M 0.26% -46 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,121 shares; 2024Q4: 69,503 shares; 2025Q1: 71,080 shares; 2025Q2: 73,209 shares; 2025Q3: 74,809 shares 74,809 $12M 0.26% +1,600 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: 232,978 shares; 2024Q4: 245,184 shares; 2025Q1: 254,529 shares; 2025Q2: 263,037 shares; 2025Q3: 264,596 shares 264,596 $11.9M 0.25% +1,559 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: 56,399 shares; 2024Q4: 56,283 shares; 2025Q1: 56,221 shares; 2025Q2: 54,570 shares; 2025Q3: 54,347 shares 54,347 $11.8M 0.25% -223 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: 25,389 shares; 2024Q4: 25,256 shares; 2025Q1: 25,157 shares; 2025Q2: 25,452 shares; 2025Q3: 25,042 shares 25,042 $11.7M 0.25% -410 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,570 shares; 2024Q4: 28,911 shares; 2025Q1: 30,018 shares; 2025Q2: 31,020 shares; 2025Q3: 31,201 shares 31,201 $11.7M 0.25% +181 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: 125,919 shares; 2024Q4: 100,830 shares; 2025Q1: 92,382 shares; 2025Q2: 85,774 shares; 2025Q3: 81,366 shares 81,366 $11.6M 0.25% -4,408 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: 27,193 shares; 2024Q4: 28,795 shares; 2025Q1: 30,743 shares; 2025Q2: 31,815 shares; 2025Q3: 25,278 shares 25,278 $11.4M 0.24% -6,537 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,730 shares; 2024Q4: 25,542 shares; 2025Q1: 113,915 shares; 2025Q2: 117,866 shares; 2025Q3: 121,113 shares 121,113 $11.4M 0.24% +3,247 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: 37,734 shares; 2024Q4: 37,549 shares; 2025Q1: 37,544 shares; 2025Q2: 37,693 shares; 2025Q3: 37,851 shares 37,851 $11.2M 0.24% +158 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: 166,195 shares; 2024Q4: 169,926 shares; 2025Q1: 167,320 shares; 2025Q2: 165,124 shares; 2025Q3: 163,997 shares 163,997 $11.1M 0.24% -1,127 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,631 shares; 2024Q4: 370,764 shares; 2025Q1: 383,114 shares; 2025Q2: 362,872 shares; 2025Q3: 356,122 shares 356,122 $10.7M 0.23% -6,750 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,579 shares; 2024Q4: 162,692 shares; 2025Q1: 156,940 shares; 2025Q2: 147,265 shares; 2025Q3: 145,852 shares 145,852 $10.6M 0.23% -1,413 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,871 shares; 2024Q4: 144,123 shares; 2025Q1: 125,032 shares; 2025Q2: 136,510 shares; 2025Q3: 139,634 shares 139,634 $10.6M 0.22% +3,124 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,567 shares; 2025Q1: 6,901 shares; 2025Q2: 7,151 shares; 2025Q3: 5,372 shares 5,372 $9.94M 0.21% -1,779 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,894 shares; 2024Q4: 69,431 shares; 2025Q1: 72,177 shares; 2025Q2: 74,510 shares; 2025Q3: 74,145 shares 74,145 $9.53M 0.2% -365 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 15,011 shares; 2025Q1: 15,583 shares; 2025Q2: 16,096 shares; 2025Q3: 16,160 shares 16,160 $9.5M 0.2% +64 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 36,695 shares; 2025Q1: 38,363 shares; 2025Q2: 39,623 shares; 2025Q3: 39,871 shares 39,871 $9.35M 0.2% +248 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: 7,517 shares; 2025Q1: 7,300 shares; 2025Q2: 7,215 shares; 2025Q3: 7,902 shares 7,902 $9.17M 0.2% +687 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 14,760 shares; 2025Q1: 15,433 shares; 2025Q2: 15,924 shares; 2025Q3: 16,118 shares 16,118 $9.15M 0.19% +194 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: 738 shares; 2024Q4: 736 shares; 2025Q1: 39,122 shares; 2025Q2: 41,043 shares; 2025Q3: 42,408 shares 42,408 $9.09M 0.19% +1,365 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,641 shares; 2024Q4: 106,295 shares; 2025Q1: 110,437 shares; 2025Q2: 114,708 shares; 2025Q3: 115,160 shares 115,160 $8.94M 0.19% +452 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: 45,753 shares; 2024Q4: 47,539 shares; 2025Q1: 50,089 shares; 2025Q2: 51,755 shares; 2025Q3: 52,162 shares 52,162 $8.94M 0.19% +407 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: 27,730 shares; 2024Q4: 28,148 shares; 2025Q1: 28,888 shares; 2025Q2: 30,105 shares; 2025Q3: 31,326 shares 31,326 $8.66M 0.18% +1,221 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: 37,392 shares; 2024Q4: 96,522 shares; 2025Q1: 101,442 shares; 2025Q2: 103,940 shares; 2025Q3: 106,358 shares 106,358 $8.52M 0.18% +2,418 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,344 shares; 2024Q4: 81,739 shares; 2025Q1: 85,503 shares; 2025Q2: 88,246 shares; 2025Q3: 88,645 shares 88,645 $8.42M 0.18% +399 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 19,441 shares; 2025Q1: 20,214 shares; 2025Q2: 20,877 shares; 2025Q3: 21,022 shares 21,022 $8.4M 0.18% +145 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,955 shares; 2024Q4: 45,020 shares; 2025Q1: 46,648 shares; 2025Q2: 48,109 shares; 2025Q3: 48,390 shares 48,390 $8.29M 0.18% +281 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: 28,055 shares; 2024Q4: 27,904 shares; 2025Q1: 29,153 shares; 2025Q2: 29,006 shares; 2025Q3: 28,417 shares 28,417 $8.19M 0.17% -589 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,925 shares; 2024Q4: 147,381 shares; 2025Q1: 152,464 shares; 2025Q2: 155,967 shares; 2025Q3: 159,533 shares 159,533 $8.04M 0.17% +3,566 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: 31,556 shares; 2024Q4: 33,169 shares; 2025Q1: 33,613 shares; 2025Q2: 33,037 shares; 2025Q3: 32,626 shares 32,626 $8.04M 0.17% -411 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,584 shares; 2024Q4: 56,259 shares; 2025Q1: 58,641 shares; 2025Q2: 60,558 shares; 2025Q3: 60,931 shares 60,931 $8.01M 0.17% +373 Timeline SCHA 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: 148,704 shares; 2024Q4: 296,598 shares; 2025Q1: 291,675 shares; 2025Q2: 281,682 shares; 2025Q3: 282,307 shares 282,307 $7.98M 0.17% +625 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,491 shares; 2024Q4: 87,627 shares; 2025Q1: 90,715 shares; 2025Q2: 93,712 shares; 2025Q3: 94,108 shares 94,108 $7.98M 0.17% +396 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 10,215 shares; 2025Q1: 10,625 shares; 2025Q2: 10,973 shares; 2025Q3: 11,118 shares 11,118 $7.96M 0.17% +145 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,290 shares; 2025Q1: 17,161 shares; 2025Q2: 17,643 shares; 2025Q3: 17,832 shares 17,832 $7.82M 0.17% +189 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: 146,078 shares; 2024Q4: 142,632 shares; 2025Q1: 144,045 shares; 2025Q2: 143,708 shares; 2025Q3: 143,554 shares 143,554 $7.78M 0.17% -154 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,265 shares; 2024Q4: 34,743 shares; 2025Q1: 36,398 shares; 2025Q2: 37,573 shares; 2025Q3: 37,747 shares 37,747 $7.6M 0.16% +174 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,830 shares; 2024Q4: 53,048 shares; 2025Q1: 54,644 shares; 2025Q2: 56,237 shares; 2025Q3: 59,403 shares 59,403 $7.58M 0.16% +3,166 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,177 shares; 2024Q4: 83,356 shares; 2025Q1: 86,520 shares; 2025Q2: 85,535 shares; 2025Q3: 103,465 shares 103,465 $7.58M 0.16% +17,930 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,484 shares; 2024Q4: 29,679 shares; 2025Q1: 31,192 shares; 2025Q2: 32,244 shares; 2025Q3: 32,481 shares 32,481 $7.47M 0.16% +237 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: 45,577 shares; 2024Q4: 47,710 shares; 2025Q1: 49,458 shares; 2025Q2: 51,065 shares; 2025Q3: 51,286 shares 51,286 $7.25M 0.15% +221 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 21,949 shares; 2025Q1: 21,581 shares; 2025Q2: 21,017 shares; 2025Q3: 20,833 shares 20,833 $7.22M 0.15% -184 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,597 shares; 2024Q4: 35,953 shares; 2025Q1: 37,583 shares; 2025Q2: 38,833 shares; 2025Q3: 38,933 shares 38,933 $7.21M 0.15% +100 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: 53,202 shares; 2024Q4: 54,526 shares; 2025Q1: 54,612 shares; 2025Q2: 53,177 shares; 2025Q3: 53,169 shares 53,169 $7.17M 0.15% -8 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 1,490 shares; 2025Q1: 120,390 shares; 2025Q2: 123,290 shares; 2025Q3: 171,477 shares 171,477 $7.15M 0.15% +48,187 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 41,670 shares; 2025Q1: 44,112 shares; 2025Q2: 45,575 shares; 2025Q3: 45,991 shares 45,991 $6.98M 0.15% +416 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: 1,654 shares; 2024Q4: 1,245 shares; 2025Q1: 4,860 shares; 2025Q2: 4,682 shares; 2025Q3: 39,147 shares 39,147 $6.78M 0.14% +34,465 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: 72,837 shares; 2024Q4: 76,748 shares; 2025Q1: 79,876 shares; 2025Q2: 82,542 shares; 2025Q3: 113,544 shares 113,544 $6.77M 0.14% +31,002 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: 21,725 shares; 2024Q4: 21,953 shares; 2025Q1: 22,310 shares; 2025Q2: 22,348 shares; 2025Q3: 22,369 shares 22,369 $6.66M 0.14% +21 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: 44,359 shares; 2024Q4: 45,088 shares; 2025Q1: 45,657 shares; 2025Q2: 20,435 shares; 2025Q3: 18,277 shares 18,277 $6.58M 0.14% -2,158 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,126 shares; 2024Q4: 47,414 shares; 2025Q1: 98,365 shares; 2025Q2: 101,591 shares; 2025Q3: 101,998 shares 101,998 $6.58M 0.14% +407 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: 21,331 shares; 2024Q4: 22,246 shares; 2025Q1: 23,127 shares; 2025Q2: 23,888 shares; 2025Q3: 23,991 shares 23,991 $6.54M 0.14% +103 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 69,676 shares; 2025Q1: 72,073 shares; 2025Q2: 74,518 shares; 2025Q3: 74,801 shares 74,801 $6.5M 0.14% +283 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: 105,349 shares; 2024Q4: 98,846 shares; 2025Q1: 98,178 shares; 2025Q2: 96,603 shares; 2025Q3: 97,379 shares 97,379 $6.49M 0.14% +776 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,676 shares; 2024Q4: 130,031 shares; 2025Q1: 207,483 shares; 2025Q2: 214,413 shares; 2025Q3: 221,017 shares 221,017 $6.33M 0.13% +6,604 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,115 shares; 2024Q4: 77,355 shares; 2025Q1: 79,861 shares; 2025Q2: 82,087 shares; 2025Q3: 82,622 shares 82,622 $6.33M 0.13% +535 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: 21,708 shares; 2024Q4: 21,231 shares; 2025Q1: 22,052 shares; 2025Q2: 22,050 shares; 2025Q3: 22,028 shares 22,028 $6.27M 0.13% -22 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: 55,380 shares; 2024Q4: 57,157 shares; 2025Q1: 59,911 shares; 2025Q2: 61,671 shares; 2025Q3: 61,833 shares 61,833 $6.2M 0.13% +162 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: 45,325 shares; 2024Q4: 44,381 shares; 2025Q1: 47,218 shares; 2025Q2: 43,976 shares; 2025Q3: 43,494 shares 43,494 $6.12M 0.13% -482 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 12,965 shares; 2025Q1: 13,417 shares; 2025Q2: 13,833 shares; 2025Q3: 19,405 shares 19,405 $6.11M 0.13% +5,572 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: 198,333 shares; 2024Q4: 180,722 shares; 2025Q1: 168,669 shares; 2025Q2: 165,776 shares; 2025Q3: 162,061 shares 162,061 $5.97M 0.13% -3,715 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: 166,629 shares; 2024Q4: 195,161 shares; 2025Q1: 195,374 shares; 2025Q2: 97,256 shares; 2025Q3: 94,824 shares 94,824 $5.94M 0.13% -2,432 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: 192,874 shares; 2024Q4: 186,001 shares; 2025Q1: 185,332 shares; 2025Q2: 187,473 shares; 2025Q3: 191,197 shares 191,197 $5.91M 0.13% +3,724 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,125 shares; 2024Q4: 53,974 shares; 2025Q1: 56,043 shares; 2025Q2: 57,862 shares; 2025Q3: 58,193 shares 58,193 $5.86M 0.12% +331 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: 29,948 shares; 2024Q4: 29,173 shares; 2025Q1: 29,053 shares; 2025Q2: 28,170 shares; 2025Q3: 28,143 shares 28,143 $5.77M 0.12% -27 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,052 shares; 2024Q4: 114,206 shares; 2025Q1: 104,949 shares; 2025Q2: 108,797 shares; 2025Q3: 109,696 shares 109,696 $5.67M 0.12% +899 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,524 shares; 2024Q4: 67,363 shares; 2025Q1: 70,941 shares; 2025Q2: 73,511 shares; 2025Q3: 73,990 shares 73,990 $5.63M 0.12% +479 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: 108,617 shares; 2024Q4: 107,285 shares; 2025Q1: 107,328 shares; 2025Q2: 108,013 shares; 2025Q3: 108,546 shares 108,546 $5.5M 0.12% +533 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: 23,037 shares; 2024Q4: 23,256 shares; 2025Q1: 23,176 shares; 2025Q2: 23,275 shares; 2025Q3: 23,066 shares 23,066 $5.46M 0.12% -209 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,326 shares; 2024Q4: 27,821 shares; 2025Q1: 26,394 shares; 2025Q2: 25,726 shares; 2025Q3: 25,063 shares 25,063 $5.42M 0.12% -663 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,279 shares; 2024Q4: 180,249 shares; 2025Q1: 188,581 shares; 2025Q2: 276,056 shares; 2025Q3: 277,957 shares 277,957 $5.38M 0.11% +1,901 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: 80,308 shares; 2024Q4: 78,817 shares; 2025Q1: 79,522 shares; 2025Q2: 79,275 shares; 2025Q3: 79,082 shares 79,082 $5.2M 0.11% -193 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: 8,435 shares; 2024Q4: 8,480 shares; 2025Q1: 8,510 shares; 2025Q2: 8,511 shares; 2025Q3: 8,623 shares 8,623 $5.13M 0.11% +112 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,586 shares; 2025Q1: 2,755 shares; 2025Q2: 2,810 shares; 2025Q3: 2,901 shares 2,901 $5.11M 0.11% +91 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: 34,822 shares; 2024Q4: 35,356 shares; 2025Q1: 34,939 shares; 2025Q2: 33,620 shares; 2025Q3: 31,376 shares 31,376 $4.98M 0.11% -2,244 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,865 shares; 2024Q4: 14,865 shares; 2025Q1: 14,865 shares; 2025Q2: 14,865 shares; 2025Q3: 14,865 shares 14,865 $4.96M 0.11% 0 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: 14,365 shares; 2024Q4: 14,445 shares; 2025Q1: 15,647 shares; 2025Q2: 14,135 shares; 2025Q3: 13,836 shares 13,836 $4.95M 0.11% -299 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,059 shares; 2024Q4: 10,118 shares; 2025Q1: 10,615 shares; 2025Q2: 10,628 shares; 2025Q3: 10,593 shares 10,593 $4.9M 0.1% -35 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,520 shares; 2024Q4: 62,892 shares; 2025Q1: 64,412 shares; 2025Q2: 57,738 shares; 2025Q3: 56,529 shares 56,529 $4.75M 0.1% -1,209 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,535 shares; 2024Q4: 28,689 shares; 2025Q1: 30,061 shares; 2025Q2: 31,147 shares; 2025Q3: 31,338 shares 31,338 $4.61M 0.1% +191 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 33,100 shares; 2025Q1: 34,493 shares; 2025Q2: 35,793 shares; 2025Q3: 35,915 shares 35,915 $4.55M 0.1% +122 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: 10,428 shares; 2024Q4: 10,508 shares; 2025Q1: 9,973 shares; 2025Q2: 9,777 shares; 2025Q3: 9,308 shares 9,308 $4.37M 0.09% -469 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: 47,699 shares; 2024Q4: 54,988 shares; 2025Q1: 57,044 shares; 2025Q2: 19,451 shares; 2025Q3: 18,114 shares 18,114 $4.35M 0.09% -1,337 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,177 shares; 2025Q1: 6,330 shares; 2025Q2: 6,464 shares; 2025Q3: 6,759 shares 6,759 $4.29M 0.09% +295 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: 20,272 shares; 2024Q4: 21,973 shares; 2025Q1: 24,833 shares; 2025Q2: 25,252 shares; 2025Q3: 25,252 shares 25,252 $4.27M 0.09% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 14,322 shares; 2025Q1: 15,761 shares; 2025Q2: 16,546 shares; 2025Q3: 17,370 shares 17,370 $4.27M 0.09% +824 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,240 shares; 2025Q1: 353,240 shares; 2025Q2: 247,740 shares; 2025Q3: 252,120 shares 252,120 $4.24M 0.09% +4,380 Timeline ACWX 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: 63,422 shares; 2024Q4: 63,157 shares; 2025Q1: 62,946 shares; 2025Q2: 62,554 shares; 2025Q3: 62,531 shares 62,531 $4.14M 0.09% -23 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: 7,408 shares; 2024Q4: 7,443 shares; 2025Q1: 10,404 shares; 2025Q2: 12,299 shares; 2025Q3: 12,335 shares 12,335 $4.07M 0.09% +36 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 192,910 shares 192,910 $4.03M 0.09% new 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: 16,286 shares; 2024Q4: 16,286 shares; 2025Q1: 20,545 shares; 2025Q2: 20,561 shares; 2025Q3: 20,545 shares 20,545 $3.97M 0.08% -16 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: 8,177 shares; 2024Q4: 8,247 shares; 2025Q1: 8,193 shares; 2025Q2: 8,157 shares; 2025Q3: 8,157 shares 8,157 $3.93M 0.08% 0 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: 36,217 shares; 2024Q4: 35,562 shares; 2025Q1: 35,465 shares; 2025Q2: 34,624 shares; 2025Q3: 34,711 shares 34,711 $3.91M 0.08% +87 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: 85,975 shares; 2024Q4: 86,804 shares; 2025Q1: 87,928 shares; 2025Q2: 87,895 shares; 2025Q3: 85,842 shares 85,842 $3.9M 0.08% -2,053 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,095 shares; 2024Q4: 43,869 shares; 2025Q1: 45,780 shares; 2025Q2: 47,266 shares; 2025Q3: 47,465 shares 47,465 $3.79M 0.08% +199 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: 47,819 shares; 2024Q4: 49,215 shares; 2025Q1: 46,288 shares; 2025Q2: 45,711 shares; 2025Q3: 42,878 shares 42,878 $3.71M 0.08% -2,833 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: 30,880 shares; 2024Q4: 31,127 shares; 2025Q1: 31,001 shares; 2025Q2: 31,482 shares; 2025Q3: 32,147 shares 32,147 $3.67M 0.08% +665 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 53,907 shares 53,907 $3.66M 0.08% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 23,332 shares; 2025Q1: 25,828 shares; 2025Q2: 27,472 shares; 2025Q3: 27,472 shares 27,472 $3.6M 0.08% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,468 shares; 2024Q4: 150,411 shares; 2025Q1: 149,907 shares; 2025Q2: 87,704 shares; 2025Q3: 82,155 shares 82,155 $3.59M 0.08% -5,549 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 735 shares; 2025Q2: 1,311 shares; 2025Q3: 103,063 shares 103,063 $3.58M 0.08% +101,752 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: 365 shares; 2024Q4: 816 shares; 2025Q1: 1,117 shares; 2025Q2: 3,527 shares; 2025Q3: 282,727 shares 282,727 $3.56M 0.08% +279,200 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,115 shares; 2024Q4: 126,102 shares; 2025Q1: 132,565 shares; 2025Q2: 137,349 shares; 2025Q3: 137,913 shares 137,913 $3.46M 0.07% +564 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: 33,201 shares; 2024Q4: 33,051 shares; 2025Q1: 33,851 shares; 2025Q2: 34,218 shares; 2025Q3: 32,342 shares 32,342 $3.44M 0.07% -1,876 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: 13,191 shares; 2024Q4: 13,401 shares; 2025Q1: 13,428 shares; 2025Q2: 13,118 shares; 2025Q3: 12,947 shares 12,947 $3.37M 0.07% -171 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 59,748 shares; 2025Q2: 61,420 shares; 2025Q3: 63,284 shares 63,284 $3.2M 0.07% +1,864 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 29,607 shares; 2025Q1: 29,607 shares; 2025Q2: 29,607 shares; 2025Q3: 29,607 shares 29,607 $3.18M 0.07% 0 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: 20,117 shares; 2024Q4: 20,117 shares; 2025Q1: 22,193 shares; 2025Q2: 23,045 shares; 2025Q3: 20,806 shares 20,806 $3.01M 0.06% -2,239 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: 10,527 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,527 shares; 2025Q3: 10,527 shares 10,527 $3M 0.06% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 20,616 shares; 2025Q3: 20,551 shares 20,551 $3M 0.06% -65 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 11,042 shares; 2025Q1: 11,418 shares; 2025Q2: 11,759 shares; 2025Q3: 11,821 shares 11,821 $2.98M 0.06% +62 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: 20,409 shares; 2024Q4: 23,169 shares; 2025Q1: 25,272 shares; 2025Q2: 22,674 shares; 2025Q3: 20,984 shares 20,984 $2.97M 0.06% -1,690 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,783 shares; 2024Q4: 65,652 shares; 2025Q1: 62,431 shares; 2025Q2: 61,491 shares; 2025Q3: 60,176 shares 60,176 $2.96M 0.06% -1,315 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: 50,741 shares; 2024Q4: 51,769 shares; 2025Q1: 44,900 shares; 2025Q2: 44,072 shares; 2025Q3: 32,025 shares 32,025 $2.93M 0.06% -12,047 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: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 6,034 shares; 2025Q3: 6,033 shares 6,033 $2.93M 0.06% -1 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 82 shares; 2025Q2: 4,576 shares; 2025Q3: 7,396 shares 7,396 $2.92M 0.06% +2,820 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: 10,420 shares; 2024Q4: 10,172 shares; 2025Q1: 10,111 shares; 2025Q2: 9,915 shares; 2025Q3: 9,970 shares 9,970 $2.9M 0.06% +55 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 22,457 shares; 2025Q1: 23,524 shares; 2025Q2: 24,371 shares; 2025Q3: 24,467 shares 24,467 $2.86M 0.06% +96 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: 34,311 shares; 2024Q4: 102,753 shares; 2025Q1: 102,846 shares; 2025Q2: 101,757 shares; 2025Q3: 100,233 shares 100,233 $2.85M 0.06% -1,524 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: 668 shares; 2024Q4: 839 shares; 2025Q1: 789 shares; 2025Q2: 1,203 shares; 2025Q3: 1,270 shares 1,270 $2.76M 0.06% +67 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: 129,127 shares; 2024Q4: 123,620 shares; 2025Q1: 115,357 shares; 2025Q2: 106,471 shares; 2025Q3: 99,349 shares 99,349 $2.72M 0.06% -7,122 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: 35,360 shares; 2024Q4: 36,806 shares; 2025Q1: 37,816 shares; 2025Q2: 39,120 shares; 2025Q3: 7,740 shares 7,740 $2.71M 0.06% -31,380 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,628 shares; 2024Q4: 24,018 shares; 2025Q1: 20,316 shares; 2025Q2: 19,250 shares; 2025Q3: 19,186 shares 19,186 $2.64M 0.06% -64 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: 15,286 shares; 2024Q4: 15,057 shares; 2025Q1: 17,431 shares; 2025Q2: 18,689 shares; 2025Q3: 18,242 shares 18,242 $2.61M 0.06% -447 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: 6,003 shares; 2024Q4: 11,661 shares; 2025Q1: 11,591 shares; 2025Q2: 11,577 shares; 2025Q3: 12,591 shares 12,591 $2.61M 0.06% +1,014 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,568 shares; 2025Q1: 2,595 shares; 2025Q2: 2,349 shares; 2025Q3: 2,362 shares 2,362 $2.6M 0.06% +13 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,000 shares; 2025Q1: 72,174 shares; 2025Q2: 50,351 shares; 2025Q3: 50,730 shares 50,730 $2.57M 0.05% +379 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: 41,438 shares; 2024Q4: 40,800 shares; 2025Q1: 40,920 shares; 2025Q2: 40,263 shares; 2025Q3: 43,007 shares 43,007 $2.57M 0.05% +2,744 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: 4,480 shares; 2024Q4: 4,451 shares; 2025Q1: 4,368 shares; 2025Q2: 4,390 shares; 2025Q3: 4,386 shares 4,386 $2.55M 0.05% -4 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,959 shares; 2024Q4: 21,389 shares; 2025Q1: 21,313 shares; 2025Q2: 18,853 shares; 2025Q3: 18,616 shares 18,616 $2.54M 0.05% -237 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 17,825 shares; 2025Q1: 17,494 shares; 2025Q2: 17,711 shares; 2025Q3: 18,010 shares 18,010 $2.54M 0.05% +299 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: 14,909 shares; 2024Q4: 15,539 shares; 2025Q1: 4,036 shares; 2025Q2: 3,732 shares; 2025Q3: 3,663 shares 3,663 $2.49M 0.05% -69 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: 75,959 shares; 2024Q4: 99,040 shares; 2025Q1: 95,097 shares; 2025Q2: 89,508 shares; 2025Q3: 91,727 shares 91,727 $2.48M 0.05% +2,219 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: 8,532 shares; 2024Q4: 7,824 shares; 2025Q1: 6,332 shares; 2025Q2: 6,378 shares; 2025Q3: 6,695 shares 6,695 $2.48M 0.05% +317 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,467 shares; 2024Q4: 62,129 shares; 2025Q1: 53,783 shares; 2025Q2: 35,256 shares; 2025Q3: 33,126 shares 33,126 $2.38M 0.05% -2,130 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,778 shares; 2024Q4: 15,690 shares; 2025Q1: 15,790 shares; 2025Q2: 15,828 shares; 2025Q3: 15,774 shares 15,774 $2.38M 0.05% -54 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 86,144 shares; 2025Q1: 85,314 shares; 2025Q2: 89,329 shares; 2025Q3: 89,759 shares 89,759 $2.38M 0.05% +430 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 19,374 shares; 2025Q1: 19,348 shares; 2025Q2: 19,306 shares; 2025Q3: 19,078 shares 19,078 $2.33M 0.05% -228 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: 14,181 shares; 2025Q1: 13,714 shares; 2025Q2: 13,683 shares; 2025Q3: 16,015 shares 16,015 $2.33M 0.05% +2,332 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: 3,804 shares; 2024Q4: 3,804 shares; 2025Q1: 15,167 shares; 2025Q2: 16,618 shares; 2025Q3: 18,658 shares 18,658 $2.26M 0.05% +2,040 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: 7,766 shares; 2024Q4: 7,416 shares; 2025Q1: 7,416 shares; 2025Q2: 7,416 shares; 2025Q3: 7,416 shares 7,416 $2.2M 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 6,551 shares; 2025Q1: 6,696 shares; 2025Q2: 6,582 shares; 2025Q3: 6,263 shares 6,263 $2.17M 0.05% -319 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: 31,942 shares; 2024Q4: 31,316 shares; 2025Q1: 30,272 shares; 2025Q2: 30,238 shares; 2025Q3: 30,238 shares 30,238 $2.15M 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,069 shares; 2024Q4: 26,885 shares; 2025Q1: 26,805 shares; 2025Q2: 26,655 shares; 2025Q3: 26,514 shares 26,514 $2.14M 0.05% -141 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,285 shares; 2024Q4: 25,892 shares; 2025Q1: 25,852 shares; 2025Q2: 25,752 shares; 2025Q3: 24,752 shares 24,752 $2.12M 0.05% -1,000 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,730 shares; 2024Q4: 11,413 shares; 2025Q1: 11,580 shares; 2025Q2: 11,681 shares; 2025Q3: 11,666 shares 11,666 $2.1M 0.04% -15 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 13,013 shares; 2025Q1: 14,093 shares; 2025Q2: 14,093 shares; 2025Q3: 17,563 shares 17,563 $2.09M 0.04% +3,470 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: 10,925 shares; 2024Q4: 10,641 shares; 2025Q1: 10,641 shares; 2025Q2: 10,641 shares; 2025Q3: 10,841 shares 10,841 $2.07M 0.04% +200 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,018 shares; 2024Q4: 45,159 shares; 2025Q1: 45,032 shares; 2025Q2: 46,408 shares; 2025Q3: 45,266 shares 45,266 $2.02M 0.04% -1,142 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,777 shares; 2024Q4: 30,633 shares; 2025Q1: 30,108 shares; 2025Q2: 28,185 shares; 2025Q3: 25,724 shares 25,724 $2.01M 0.04% -2,461 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares 25,500 $1.96M 0.04% 0 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: 22,345 shares; 2024Q4: 19,962 shares; 2025Q1: 16,753 shares; 2025Q2: 16,501 shares; 2025Q3: 16,583 shares 16,583 $1.94M 0.04% +82 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: 66,316 shares; 2024Q4: 12,747 shares; 2025Q1: 11,573 shares; 2025Q2: 11,451 shares; 2025Q3: 11,358 shares 11,358 $1.87M 0.04% -93 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 22,382 shares; 2025Q1: 21,427 shares; 2025Q2: 18,412 shares; 2025Q3: 18,411 shares 18,411 $1.85M 0.04% -1 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: 31,000 shares; 2024Q4: 30,846 shares; 2025Q1: 32,315 shares; 2025Q2: 30,701 shares; 2025Q3: 41,451 shares 41,451 $1.8M 0.04% +10,750 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,823 shares; 2024Q4: 30,466 shares; 2025Q1: 34,562 shares; 2025Q2: 49,358 shares; 2025Q3: 47,338 shares 47,338 $1.78M 0.04% -2,020 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: 979 shares; 2024Q4: 880 shares; 2025Q1: 1,842 shares; 2025Q2: 1,624 shares; 2025Q3: 1,536 shares 1,536 $1.77M 0.04% -88 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 7,745 shares; 2025Q2: 9,545 shares; 2025Q3: 8,373 shares 8,373 $1.74M 0.04% -1,172 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: 3,722 shares; 2024Q4: 3,680 shares; 2025Q1: 3,612 shares; 2025Q2: 3,620 shares; 2025Q3: 3,441 shares 3,441 $1.74M 0.04% -179 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,903 shares; 2024Q4: 17,973 shares; 2025Q1: 18,136 shares; 2025Q2: 17,485 shares; 2025Q3: 18,929 shares 18,929 $1.73M 0.04% +1,444 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,438 shares; 2024Q4: 109,921 shares; 2025Q1: 114,361 shares; 2025Q2: 118,065 shares; 2025Q3: 118,571 shares 118,571 $1.69M 0.04% +506 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: not reported; 2025Q3: 132,000 shares 132,000 $1.67M 0.04% new Timeline CWB 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: 19,440 shares; 2024Q4: 19,440 shares; 2025Q1: 18,440 shares; 2025Q2: 18,440 shares; 2025Q3: 17,940 shares 17,940 $1.65M 0.04% -500 Timeline BKLN 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: 74,985 shares; 2024Q4: 74,985 shares; 2025Q1: 74,985 shares; 2025Q2: 74,985 shares; 2025Q3: 74,985 shares 74,985 $1.57M 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 7,992 shares; 2025Q2: 9,936 shares; 2025Q3: 10,876 shares 10,876 $1.55M 0.03% +940 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 39,557 shares; 2025Q1: 41,613 shares; 2025Q2: 39,890 shares; 2025Q3: 39,890 shares 39,890 $1.53M 0.03% 0 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: 5,713 shares; 2024Q4: 5,636 shares; 2025Q1: 5,634 shares; 2025Q2: 5,867 shares; 2025Q3: 5,571 shares 5,571 $1.51M 0.03% -296 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,562 shares; 2024Q4: 13,087 shares; 2025Q1: 13,710 shares; 2025Q2: 14,135 shares; 2025Q3: 14,252 shares 14,252 $1.51M 0.03% +117 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: 2,550 shares; 2024Q4: 2,469 shares; 2025Q1: 2,742 shares; 2025Q2: 2,741 shares; 2025Q3: 2,462 shares 2,462 $1.5M 0.03% -279 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 6,571 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 6,303 shares 6,303 $1.5M 0.03% -711 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 6,556 shares; 2025Q1: 7,224 shares; 2025Q2: 7,368 shares; 2025Q3: 7,105 shares 7,105 $1.5M 0.03% -263 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: 100,256 shares; 2024Q4: 104,133 shares; 2025Q1: 14,182 shares; 2025Q2: 14,309 shares; 2025Q3: 13,483 shares 13,483 $1.49M 0.03% -826 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,620 shares; 2025Q2: 6,616 shares; 2025Q3: 7,182 shares 7,182 $1.46M 0.03% +566 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 4,964 shares; 2025Q1: 7,982 shares; 2025Q2: 9,994 shares; 2025Q3: 9,994 shares 9,994 $1.42M 0.03% 0 Timeline IJS 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: 12,975 shares; 2024Q4: 12,905 shares; 2025Q1: 12,905 shares; 2025Q2: 12,905 shares; 2025Q3: 12,650 shares 12,650 $1.42M 0.03% -255 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 9,288 shares; 2025Q1: 8,109 shares; 2025Q2: 6,768 shares; 2025Q3: 6,669 shares 6,669 $1.41M 0.03% -99 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: 18,749 shares; 2024Q4: 18,749 shares; 2025Q1: 18,749 shares; 2025Q2: 18,749 shares; 2025Q3: 18,749 shares 18,749 $1.39M 0.03% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,086 shares; 2024Q4: 38,661 shares; 2025Q1: 38,661 shares; 2025Q2: 38,661 shares; 2025Q3: 37,128 shares 37,128 $1.36M 0.03% -1,533 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 11,592 shares; 2025Q1: 11,386 shares; 2025Q2: 11,237 shares; 2025Q3: 10,652 shares 10,652 $1.35M 0.03% -585 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: 6,117 shares; 2024Q4: 6,117 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 6,053 shares 6,053 $1.33M 0.03% -24 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: 5,894 shares; 2024Q4: 5,140 shares; 2025Q1: 4,983 shares; 2025Q2: 5,021 shares; 2025Q3: 4,935 shares 4,935 $1.31M 0.03% -86 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: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 3,201 shares; 2025Q2: 16,922 shares; 2025Q3: 14,677 shares 14,677 $1.3M 0.03% -2,245 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: 11,124 shares; 2024Q4: 11,107 shares; 2025Q1: 10,888 shares; 2025Q2: 10,742 shares; 2025Q3: 10,616 shares 10,616 $1.3M 0.03% -126 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: 31,669 shares; 2024Q4: 31,681 shares; 2025Q1: 28,940 shares; 2025Q2: 25,928 shares; 2025Q3: 25,695 shares 25,695 $1.29M 0.03% -233 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: 17,717 shares; 2024Q4: 13,634 shares; 2025Q1: 13,327 shares; 2025Q2: 13,252 shares; 2025Q3: 13,172 shares 13,172 $1.29M 0.03% -80 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600 $1.28M 0.03% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,327 shares; 2024Q4: 17,689 shares; 2025Q1: 19,857 shares; 2025Q2: 19,540 shares; 2025Q3: 19,156 shares 19,156 $1.27M 0.03% -384 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: 16,276 shares; 2024Q4: 4,672 shares; 2025Q1: 6,108 shares; 2025Q2: 6,174 shares; 2025Q3: 5,830 shares 5,830 $1.27M 0.03% -344 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: 4,152 shares; 2024Q4: 4,123 shares; 2025Q1: 4,098 shares; 2025Q2: 4,036 shares; 2025Q3: 4,049 shares 4,049 $1.26M 0.03% +13 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4,554 shares; 2025Q1: 5,058 shares; 2025Q2: 4,662 shares; 2025Q3: 4,670 shares 4,670 $1.26M 0.03% +8 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,077 shares; 2024Q4: 7,034 shares; 2025Q1: 7,537 shares; 2025Q2: 7,653 shares; 2025Q3: 6,473 shares 6,473 $1.25M 0.03% -1,180 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,295 shares; 2024Q4: 12,295 shares; 2025Q1: 12,295 shares; 2025Q2: 12,295 shares; 2025Q3: 12,362 shares 12,362 $1.25M 0.03% +67 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: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 7,126 shares 7,126 $1.25M 0.03% +675 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,832 shares; 2025Q1: 7,746 shares; 2025Q2: 7,746 shares; 2025Q3: 7,721 shares 7,721 $1.23M 0.03% -25 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: 17,542 shares; 2024Q4: 17,360 shares; 2025Q1: 18,333 shares; 2025Q2: 18,004 shares; 2025Q3: 19,315 shares 19,315 $1.22M 0.03% +1,311 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 3,887 shares; 2025Q2: 3,932 shares; 2025Q3: 3,930 shares 3,930 $1.22M 0.03% -2 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,532 shares; 2024Q4: 6,575 shares; 2025Q1: 14,754 shares; 2025Q2: 14,902 shares; 2025Q3: 14,756 shares 14,756 $1.22M 0.03% -146 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 8,832 shares; 2025Q1: 8,290 shares; 2025Q2: 7,962 shares; 2025Q3: 6,259 shares 6,259 $1.19M 0.03% -1,703 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 30,500 shares; 2025Q3: 30,500 shares 30,500 $1.18M 0.03% 0 Timeline IYE 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: 25,173 shares; 2024Q4: 24,739 shares; 2025Q1: 24,714 shares; 2025Q2: 24,714 shares; 2025Q3: 24,714 shares 24,714 $1.17M 0.02% 0 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: 49,182 shares; 2024Q4: 51,614 shares; 2025Q1: 53,604 shares; 2025Q2: 54,680 shares; 2025Q3: 5,484 shares 5,484 $1.13M 0.02% -49,196 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: 1,692 shares; 2024Q4: 1,692 shares; 2025Q1: 3,225 shares; 2025Q2: 2,876 shares; 2025Q3: 2,913 shares 2,913 $1.11M 0.02% +37 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: 986 shares; 2024Q4: 984 shares; 2025Q1: 865 shares; 2025Q2: 869 shares; 2025Q3: 857 shares 857 $1.1M 0.02% -12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,185 shares; 2024Q4: 8,067 shares; 2025Q1: 10,253 shares; 2025Q2: 10,253 shares; 2025Q3: 10,253 shares 10,253 $1.09M 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,005 shares; 2025Q3: 10,002 shares 10,002 $1.08M 0.02% -3 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,704 shares; 2025Q1: 5,204 shares; 2025Q2: 5,208 shares; 2025Q3: 5,204 shares 5,204 $1.08M 0.02% -4 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: 9,489 shares; 2024Q4: 9,489 shares; 2025Q1: 9,489 shares; 2025Q2: 9,489 shares; 2025Q3: 9,489 shares 9,489 $1.07M 0.02% 0 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: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: 5,325 shares; 2025Q2: 5,375 shares; 2025Q3: 5,375 shares 5,375 $1.05M 0.02% 0 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: 12,525 shares; 2024Q4: 12,647 shares; 2025Q1: 13,391 shares; 2025Q2: 13,431 shares; 2025Q3: 13,004 shares 13,004 $1.04M 0.02% -427 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: 40,656 shares; 2024Q4: 39,781 shares; 2025Q1: 32,406 shares; 2025Q2: 31,727 shares; 2025Q3: 29,293 shares 29,293 $992K 0.02% -2,434 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 1,504 shares; 2025Q2: 16,546 shares; 2025Q3: 16,947 shares 16,947 $966K 0.02% +401 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,341 shares 9,341 $936K 0.02% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,263 shares; 2024Q4: 34,263 shares; 2025Q1: 30,663 shares; 2025Q2: 30,663 shares; 2025Q3: 30,663 shares 30,663 $926K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,461 shares; 2024Q4: 12,205 shares; 2025Q1: 12,815 shares; 2025Q2: 12,437 shares; 2025Q3: 10,391 shares 10,391 $925K 0.02% -2,046 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: 1,638 shares; 2024Q4: 2,869 shares; 2025Q1: 4,279 shares; 2025Q2: 4,391 shares; 2025Q3: 5,664 shares 5,664 $893K 0.02% +1,273 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 10,707 shares; 2025Q1: 10,707 shares; 2025Q2: 10,707 shares; 2025Q3: 10,467 shares 10,467 $882K 0.02% -240 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: 13,313 shares; 2024Q4: 10,767 shares; 2025Q1: 11,162 shares; 2025Q2: 10,936 shares; 2025Q3: 10,936 shares 10,936 $872K 0.02% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 5,963 shares; 2025Q1: 5,963 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares 7,193 $872K 0.02% 0 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: 6,149 shares; 2024Q4: 6,149 shares; 2025Q1: 6,149 shares; 2025Q2: 6,149 shares; 2025Q3: 5,949 shares 5,949 $871K 0.02% -200 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,182 shares; 2025Q1: 4,538 shares; 2025Q2: 4,472 shares; 2025Q3: 5,154 shares 5,154 $838K 0.02% +682 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,855 shares; 2025Q1: 3,048 shares; 2025Q2: 3,406 shares; 2025Q3: 3,389 shares 3,389 $820K 0.02% -17 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 899 shares; 2025Q3: 1,073 shares 1,073 $819K 0.02% +174 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 4,085 shares; 2025Q3: 4,085 shares 4,085 $807K 0.02% 0 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: 15,705 shares; 2024Q4: 15,142 shares; 2025Q1: 13,915 shares; 2025Q2: 12,591 shares; 2025Q3: 10,252 shares 10,252 $794K 0.02% -2,339 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,969 shares; 2025Q3: 3,045 shares 3,045 $787K 0.02% +76 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,871 shares; 2025Q1: 3,861 shares; 2025Q2: 3,876 shares; 2025Q3: 3,861 shares 3,861 $773K 0.02% -15 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,156 shares; 2025Q2: 11,156 shares; 2025Q3: 11,156 shares 11,156 $771K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares 6,588 $767K 0.02% 0 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,188 shares; 2024Q4: 116,375 shares; 2025Q1: 110,475 shares; 2025Q2: 96,910 shares; 2025Q3: 96,910 shares 96,910 $767K 0.02% 0 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: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,749 shares; 2025Q2: 1,816 shares; 2025Q3: 1,854 shares 1,854 $766K 0.02% +38 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: 16,368 shares; 2024Q4: 15,821 shares; 2025Q1: 15,945 shares; 2025Q2: 16,037 shares; 2025Q3: 15,845 shares 15,845 $762K 0.02% -192 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: 462 shares; 2024Q4: 500 shares; 2025Q1: 1,026 shares; 2025Q2: 994 shares; 2025Q3: 994 shares 994 $751K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares 10,263 $747K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,998 shares; 2024Q4: 48,608 shares; 2025Q1: 42,168 shares; 2025Q2: 14,848 shares; 2025Q3: 14,848 shares 14,848 $742K 0.02% 0 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: 5,388 shares; 2024Q4: 5,388 shares; 2025Q1: 5,728 shares; 2025Q2: 5,533 shares; 2025Q3: 5,465 shares 5,465 $727K 0.02% -68 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: 4,745 shares; 2024Q4: 5,827 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares 5,866 $725K 0.02% 0 Timeline VRP 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: 44,775 shares; 2024Q4: 40,365 shares; 2025Q1: 39,798 shares; 2025Q2: 29,224 shares; 2025Q3: 28,899 shares 28,899 $716K 0.02% -325 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: 756 shares; 2024Q4: 735 shares; 2025Q1: 737 shares; 2025Q2: 748 shares; 2025Q3: 914 shares 914 $712K 0.02% +166 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 8,036 shares; 2025Q1: 8,169 shares; 2025Q2: 8,182 shares; 2025Q3: 7,758 shares 7,758 $709K 0.02% -424 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: 2,167 shares; 2024Q4: 2,163 shares; 2025Q1: 2,131 shares; 2025Q2: 2,304 shares; 2025Q3: 2,373 shares 2,373 $706K 0.02% +69 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: 10,153 shares; 2024Q4: 10,153 shares; 2025Q1: 9,938 shares; 2025Q2: 10,131 shares; 2025Q3: 10,131 shares 10,131 $696K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,115 shares; 2025Q1: 3,989 shares; 2025Q2: 4,006 shares; 2025Q3: 3,975 shares 3,975 $696K 0.01% -31 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares 3,784 $695K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,164 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares; 2025Q3: 7,164 shares 7,164 $691K 0.01% 0 Timeline WELLS FARGO & CO 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares 544 $679K 0.01% 0 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: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares 2,202 $652K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 9,291 shares 9,291 $649K 0.01% +7,770 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000 $648K 0.01% 0 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: 932 shares; 2024Q4: 1,056 shares; 2025Q1: 1,265 shares; 2025Q2: 1,295 shares; 2025Q3: 1,492 shares 1,492 $646K 0.01% +197 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,653 shares; 2025Q1: 6,010 shares; 2025Q2: 10,113 shares; 2025Q3: 13,465 shares 13,465 $645K 0.01% +3,352 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: 2,160 shares; 2024Q4: 2,168 shares; 2025Q1: 1,968 shares; 2025Q2: 1,912 shares; 2025Q3: 1,843 shares 1,843 $640K 0.01% -69 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 17,743 shares; 2025Q1: 17,743 shares; 2025Q2: 16,910 shares; 2025Q3: 15,410 shares 15,410 $637K 0.01% -1,500 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: 4,415 shares; 2024Q4: 4,588 shares; 2025Q1: 5,522 shares; 2025Q2: 5,130 shares; 2025Q3: 5,056 shares 5,056 $630K 0.01% -74 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: 703 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,832 shares; 2025Q3: 1,828 shares 1,828 $628K 0.01% -4 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: 57,266 shares; 2024Q4: 6,979 shares; 2025Q1: 5,857 shares; 2025Q2: 5,292 shares; 2025Q3: 5,130 shares 5,130 $617K 0.01% -162 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 20,261 shares; 2025Q1: 25,904 shares; 2025Q2: 25,729 shares; 2025Q3: 19,417 shares 19,417 $617K 0.01% -6,312 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: 9,334 shares; 2024Q4: 9,695 shares; 2025Q1: 10,285 shares; 2025Q2: 10,167 shares; 2025Q3: 9,828 shares 9,828 $605K 0.01% -339 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: 809 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 733 shares; 2025Q3: 947 shares 947 $598K 0.01% +214 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: 106 shares; 2024Q4: 110 shares; 2025Q1: 88 shares; 2025Q2: 82 shares; 2025Q3: 108 shares 108 $585K 0.01% +26 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares 6,580 $573K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares 5,520 $573K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 15,031 shares; 2025Q2: 14,412 shares; 2025Q3: 14,370 shares 14,370 $566K 0.01% -42 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS 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: 25,750 shares; 2025Q2: 25,750 shares; 2025Q3: 25,750 shares 25,750 $555K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,126 shares 1,126 $554K 0.01% -8 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: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 9,221 shares; 2025Q2: 9,501 shares; 2025Q3: 8,253 shares 8,253 $551K 0.01% -1,248 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 5,602 shares; 2025Q2: 5,609 shares; 2025Q3: 5,609 shares 5,609 $550K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,182 shares; 2024Q4: 7,613 shares; 2025Q1: 5,844 shares; 2025Q2: 5,877 shares; 2025Q3: 5,454 shares 5,454 $546K 0.01% -423 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: 6,871 shares; 2024Q4: 6,871 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,062 shares 10,062 $544K 0.01% -200 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: 9,752 shares; 2024Q4: 9,906 shares; 2025Q1: 11,801 shares; 2025Q2: 7,891 shares; 2025Q3: 7,889 shares 7,889 $544K 0.01% -2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 9,193 shares; 2025Q1: 16,200 shares; 2025Q2: 15,358 shares; 2025Q3: 15,021 shares 15,021 $541K 0.01% -337 Timeline ACWV 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: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares 4,440 $533K 0.01% 0 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: 5,976 shares; 2024Q4: 5,326 shares; 2025Q1: 5,326 shares; 2025Q2: 5,326 shares; 2025Q3: 5,326 shares 5,326 $507K 0.01% 0 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: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 11,453 shares; 2025Q2: 11,453 shares; 2025Q3: 9,373 shares 9,373 $504K 0.01% -2,080 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares 1,815 $497K 0.01% 0 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: 3,602 shares; 2024Q4: 3,981 shares; 2025Q1: 5,902 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares 5,902 $485K 0.01% 0 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,791 shares; 2024Q4: 48,591 shares; 2025Q1: 48,591 shares; 2025Q2: 48,591 shares; 2025Q3: 48,591 shares 48,591 $479K 0.01% 0 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,770 shares; 2025Q3: 4,761 shares 4,761 $479K 0.01% -9 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 7,668 shares; 2025Q1: 6,922 shares; 2025Q2: 5,431 shares; 2025Q3: 5,396 shares 5,396 $468K 0.01% -35 Timeline IYH 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: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares; 2025Q3: 7,625 shares 7,625 $466K 0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 2,251 shares; 2025Q3: 10,504 shares 10,504 $465K 0.01% +8,253 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: 6,499 shares; 2024Q4: 5,814 shares; 2025Q1: 4,667 shares; 2025Q2: 4,333 shares; 2025Q3: 4,312 shares 4,312 $462K 0.01% -21 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,898 shares; 2024Q4: 23,035 shares; 2025Q1: 23,926 shares; 2025Q2: 24,697 shares; 2025Q3: 2,337 shares 2,337 $454K 0.01% -22,360 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: 5,546 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 4,366 shares 4,366 $451K 0.01% -780 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,933 shares; 2025Q1: 2,028 shares; 2025Q2: 1,881 shares; 2025Q3: 1,836 shares 1,836 $449K 0.01% -45 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,723 shares; 2025Q2: 3,523 shares; 2025Q3: 4,490 shares 4,490 $444K 0.01% +967 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: 668 shares; 2024Q4: 631 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,810 shares 2,810 $434K 0.01% -25 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,240 shares; 2025Q2: 1,254 shares; 2025Q3: 1,345 shares 1,345 $429K 0.01% +91 Timeline PHO 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares 5,850 $428K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 8,858 shares; 2025Q1: 8,851 shares; 2025Q2: 8,828 shares; 2025Q3: 8,816 shares 8,816 $428K 0.01% -12 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,415 shares; 2025Q1: 8,415 shares; 2025Q2: 8,415 shares; 2025Q3: 8,415 shares 8,415 $423K 0.01% 0 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: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,162 shares; 2025Q2: 2,079 shares; 2025Q3: 2,126 shares 2,126 $414K 0.01% +47 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: 24,406 shares; 2024Q4: 26,417 shares; 2025Q1: 27,356 shares; 2025Q2: 28,403 shares; 2025Q3: 1,778 shares 1,778 $413K 0.01% -26,625 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: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,782 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares 2,185 $410K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 561 shares; 2025Q1: 1,294 shares; 2025Q2: 1,558 shares; 2025Q3: 2,024 shares 2,024 $404K 0.01% +466 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,287 shares; 2025Q1: 2,371 shares; 2025Q2: 2,375 shares; 2025Q3: 2,371 shares 2,371 $404K 0.01% -4 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,670 shares; 2024Q4: 67,414 shares; 2025Q1: 45,210 shares; 2025Q2: 27,986 shares; 2025Q3: 27,635 shares 27,635 $403K 0.01% -351 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares 10,303 $400K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,011 shares; 2025Q3: 3,827 shares 3,827 $398K 0.01% -184 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares 4,130 $395K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,094 shares; 2025Q1: 3,592 shares; 2025Q2: 2,792 shares; 2025Q3: 2,785 shares 2,785 $389K 0.01% -7 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 8,314 shares; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,184 shares 8,184 $383K 0.01% -30 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 1,812 shares; 2025Q2: 1,964 shares; 2025Q3: 1,812 shares 1,812 $383K 0.01% -152 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: 9,271 shares; 2024Q4: 8,948 shares; 2025Q1: 8,242 shares; 2025Q2: 8,308 shares; 2025Q3: 8,284 shares 8,284 $377K 0.01% -24 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: 8,645 shares; 2024Q4: 7,435 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,125 shares 7,125 $377K 0.01% 0 Timeline IYM 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: 500 shares; 2024Q4: 829 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $374K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 4,049 shares; 2025Q1: 3,646 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares 3,501 $373K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 5,842 shares; 2025Q1: 5,472 shares; 2025Q2: 5,038 shares; 2025Q3: 4,980 shares 4,980 $369K 0.01% -58 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,206 shares; 2024Q4: 18,083 shares; 2025Q1: 18,268 shares; 2025Q2: 18,118 shares; 2025Q3: 15,373 shares 15,373 $366K 0.01% -2,745 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 5,865 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares 5,858 $366K 0.01% 0 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: 1,613 shares; 2024Q4: 1,752 shares; 2025Q1: 1,755 shares; 2025Q2: 1,790 shares; 2025Q3: 1,586 shares 1,586 $365K 0.01% -204 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,762 shares; 2025Q1: 2,832 shares; 2025Q2: 2,752 shares; 2025Q3: 2,833 shares 2,833 $361K 0.01% +81 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,764 shares; 2025Q1: 1,781 shares; 2025Q2: 1,496 shares; 2025Q3: 1,449 shares 1,449 $361K 0.01% -47 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,560 shares; 2025Q3: 1,602 shares 1,602 $359K 0.01% +42 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: 1,027 shares; 2024Q4: 1,867 shares; 2025Q1: 3,512 shares; 2025Q2: 4,109 shares; 2025Q3: 4,198 shares 4,198 $351K 0.01% +89 Timeline EEMV 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: 4,849 shares; 2024Q4: 4,299 shares; 2025Q1: 5,291 shares; 2025Q2: 5,474 shares; 2025Q3: 5,395 shares 5,395 $345K 0.01% -79 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,308 shares; 2025Q2: 3,303 shares; 2025Q3: 2,214 shares 2,214 $342K 0.01% -1,089 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 579 shares; 2025Q2: 583 shares; 2025Q3: 609 shares 609 $341K 0.01% +26 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,518 shares; 2025Q1: 3,531 shares; 2025Q2: 3,832 shares; 2025Q3: 3,784 shares 3,784 $340K 0.01% -48 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: 4,139 shares; 2024Q4: 12,417 shares; 2025Q1: 11,982 shares; 2025Q2: 11,982 shares; 2025Q3: 12,384 shares 12,384 $339K 0.01% +402 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: 5,451 shares; 2024Q4: 4,251 shares; 2025Q1: 4,151 shares; 2025Q2: 4,151 shares; 2025Q3: 3,808 shares 3,808 $339K 0.01% -343 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: 3,161 shares; 2024Q4: 3,123 shares; 2025Q1: 2,775 shares; 2025Q2: 2,582 shares; 2025Q3: 3,498 shares 3,498 $338K 0.01% +916 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares 7,100 $336K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,255 shares; 2025Q3: 2,194 shares 2,194 $335K 0.01% -61 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,681 shares 5,681 $325K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,486 shares; 2025Q1: 2,222 shares; 2025Q2: 2,182 shares; 2025Q3: 2,099 shares 2,099 $315K 0.01% -83 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: 785 shares; 2024Q4: 966 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares 1,885 $314K 0.01% 0 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $313K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares 3,600 $313K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 4,452 shares 4,452 $311K 0.01% 0 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: 1,072 shares; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: 4,715 shares; 2025Q3: 4,667 shares 4,667 $309K 0.01% -48 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: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 6,729 shares; 2025Q3: 6,729 shares 6,729 $309K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,992 shares; 2025Q1: 4,542 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares 4,542 $307K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,760 shares; 2025Q2: 4,707 shares; 2025Q3: 6,382 shares 6,382 $306K 0.01% +1,675 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: 5,182 shares; 2024Q4: 5,037 shares; 2025Q1: 5,061 shares; 2025Q2: 5,061 shares; 2025Q3: 5,061 shares 5,061 $306K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,567 shares; 2025Q2: 1,572 shares; 2025Q3: 1,565 shares 1,565 $302K 0.01% -7 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,884 shares; 2024Q4: 10,381 shares; 2025Q1: 10,828 shares; 2025Q2: 11,193 shares; 2025Q3: 1,062 shares 1,062 $300K 0.01% -10,131 Timeline FEZ 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: 1,861 shares; 2024Q4: not reported; 2025Q1: 2,781 shares; 2025Q2: 4,717 shares; 2025Q3: 4,718 shares 4,718 $299K 0.01% +1 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares 1,283 $299K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,965 shares; 2025Q3: 2,968 shares 2,968 $299K 0.01% +3 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares 2,378 $299K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD 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: 11,296 shares 11,296 $298K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 7,549 shares; 2025Q1: 6,424 shares; 2025Q2: 4,523 shares; 2025Q3: 3,771 shares 3,771 $297K 0.01% -752 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: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 505 shares; 2025Q3: 453 shares 453 $296K 0.01% -52 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 15,357 shares; 2025Q1: 15,357 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares 11,437 $296K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 2,602 shares; 2025Q2: 2,232 shares; 2025Q3: 1,932 shares 1,932 $292K 0.01% -300 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 10,227 shares; 2025Q1: 12,264 shares; 2025Q2: 8,761 shares; 2025Q3: 9,161 shares 9,161 $290K 0.01% +400 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,572 shares 1,572 $283K 0.01% +19 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $279K 0.01% 0 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: 1,405 shares; 2024Q4: 1,469 shares; 2025Q1: 1,506 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares 1,020 $278K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,822 shares; 2025Q1: 2,749 shares; 2025Q2: 1,991 shares; 2025Q3: 1,896 shares 1,896 $278K 0.01% -95 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: 5,214 shares; 2024Q4: 4,921 shares; 2025Q1: 4,951 shares; 2025Q2: 3,610 shares; 2025Q3: 4,001 shares 4,001 $277K 0.01% +391 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 554 shares 554 $277K 0.01% +200 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,965 shares; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares 2,444 $271K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 333 shares; 2025Q1: 2,057 shares; 2025Q2: 2,077 shares; 2025Q3: 2,099 shares 2,099 $269K 0.01% +22 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares 2,031 $266K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 485 shares; 2025Q1: 552 shares; 2025Q2: 544 shares; 2025Q3: 657 shares 657 $265K 0.01% +113 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 186 shares; 2025Q1: 300 shares; 2025Q2: 244 shares; 2025Q3: 628 shares 628 $264K 0.01% +384 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares 3,097 $264K 0.01% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,551 shares; 2025Q1: 4,551 shares; 2025Q2: 3,693 shares; 2025Q3: 3,693 shares 3,693 $264K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,344 shares; 2025Q2: 3,442 shares; 2025Q3: 3,126 shares 3,126 $258K 0.01% -316 Timeline VTWO 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 600 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares 2,573 $256K 0.01% 0 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: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares 4,950 $252K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,880 shares; 2025Q2: 1,845 shares; 2025Q3: 1,864 shares 1,864 $252K 0.01% +19 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: 3,874 shares; 2024Q4: 3,831 shares; 2025Q1: 3,849 shares; 2025Q2: 3,842 shares; 2025Q3: 3,848 shares 3,848 $248K 0.01% +6 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: 2,710 shares; 2024Q4: 2,503 shares; 2025Q1: 2,634 shares; 2025Q2: 2,632 shares; 2025Q3: 2,623 shares 2,623 $248K 0.01% -9 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: 2,540 shares; 2024Q4: 2,545 shares; 2025Q1: 2,543 shares; 2025Q2: 2,567 shares; 2025Q3: 2,543 shares 2,543 $247K 0.01% -24 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares 2,705 $247K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 10,368 shares; 2025Q1: 10,368 shares; 2025Q2: 10,368 shares; 2025Q3: 10,368 shares 10,368 $246K 0.01% 0 Timeline RWR 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: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 3,149 shares; 2025Q2: 3,645 shares; 2025Q3: 2,415 shares 2,415 $242K 0.01% -1,230 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: 356 shares; 2024Q4: 824 shares; 2025Q1: 773 shares; 2025Q2: 888 shares; 2025Q3: 1,194 shares 1,194 $241K 0.01% +306 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,825 shares; 2025Q1: 2,562 shares; 2025Q2: 2,562 shares; 2025Q3: 2,806 shares 2,806 $236K 0.01% +244 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 220 shares; 2025Q2: 221 shares; 2025Q3: 243 shares 243 $232K <0.01% +22 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 609 shares; 2025Q2: 655 shares; 2025Q3: 655 shares 655 $228K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,200 shares; 2025Q1: 3,244 shares; 2025Q2: 3,195 shares; 2025Q3: 3,128 shares 3,128 $226K <0.01% -67 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares 4,275 $224K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares 1,698 $222K <0.01% 0 Timeline XOP 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: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares 1,670 $222K <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares 3,770 $216K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 475 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares 1,561 $215K <0.01% 0 Timeline PSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 2,972 shares 2,972 $215K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 481 shares; 2025Q3: 481 shares 481 $213K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 8,295 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 7,890 shares 7,890 $210K <0.01% -135 Timeline CWI 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: 4,901 shares; 2024Q4: 5,889 shares; 2025Q1: 5,889 shares; 2025Q2: 5,889 shares; 2025Q3: 5,889 shares 5,889 $209K <0.01% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 13,479 shares; 2025Q1: 11,344 shares; 2025Q2: 9,089 shares; 2025Q3: 7,580 shares 7,580 $207K <0.01% -1,509 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 1,594 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares 2,120 $207K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,215 shares; 2025Q1: 2,178 shares; 2025Q2: 2,178 shares; 2025Q3: 2,178 shares 2,178 $206K <0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,496 shares; 2025Q2: 11,076 shares; 2025Q3: 12,189 shares 12,189 $205K <0.01% +1,113 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $200K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 1,212 shares; 2025Q1: 3,747 shares; 2025Q2: 3,516 shares; 2025Q3: 3,113 shares 3,113 $199K <0.01% -403 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,058 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares; 2025Q3: 5,058 shares 5,058 $199K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,199 shares; 2025Q1: 4,355 shares; 2025Q2: 4,306 shares; 2025Q3: 4,981 shares 4,981 $198K <0.01% +675 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $193K <0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares 2,990 $192K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares 2,719 $191K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 546 shares 546 $191K <0.01% -85 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares 1,780 $191K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 1,037 shares; 2025Q1: 1,065 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares 1,059 $190K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 8,731 shares; 2025Q1: 8,385 shares; 2025Q2: 7,766 shares; 2025Q3: 7,691 shares 7,691 $188K <0.01% -75 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares 7,800 $186K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,866 shares; 2024Q4: 13,618 shares; 2025Q1: 13,503 shares; 2025Q2: 13,521 shares; 2025Q3: 7,749 shares 7,749 $185K <0.01% -5,772 Timeline IYY 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: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares 1,124 $183K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 201 shares; 2025Q2: 214 shares; 2025Q3: 268 shares 268 $183K <0.01% +54 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 689 shares; 2025Q1: 611 shares; 2025Q2: 1,540 shares; 2025Q3: 2,572 shares 2,572 $181K <0.01% +1,032 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 753 shares; 2025Q3: 753 shares 753 $178K <0.01% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 16,060 shares; 2025Q1: 16,060 shares; 2025Q2: 16,060 shares; 2025Q3: 8,980 shares 8,980 $178K <0.01% -7,080 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,218 shares; 2025Q1: 1,035 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares 1,022 $177K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 6,725 shares; 2025Q1: 1,525 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares 7,275 $173K <0.01% 0 Timeline TFI 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: 4,021 shares; 2024Q4: 4,021 shares; 2025Q1: 4,021 shares; 2025Q2: 4,021 shares; 2025Q3: 3,793 shares 3,793 $173K <0.01% -228 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 778 shares; 2025Q1: 1,362 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares 1,384 $171K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 353 shares; 2025Q1: 1,208 shares; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares 1,294 $170K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 650 shares 650 $167K <0.01% -86 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 713 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares 708 $166K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,499 shares; 2025Q3: 1,584 shares 1,584 $166K <0.01% +85 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares 1,176 $166K <0.01% 0 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: 1,826 shares; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 1,824 shares; 2025Q3: 1,773 shares 1,773 $163K <0.01% -51 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $163K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023 $158K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,358 shares; 2025Q3: 1,318 shares 1,318 $153K <0.01% -40 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167 shares; 2025Q1: 310 shares; 2025Q2: 425 shares; 2025Q3: 1,030 shares 1,030 $153K <0.01% +605 Timeline