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: 8,273,052 shares; 2024Q4: 8,281,698 shares; 2025Q1: 8,266,352 shares; 2025Q2: 8,254,596 shares; 2025Q3: 8,188,501 shares 8,188,501 $257M 6.2% -66,095 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142,218 shares; 2024Q4: 4,236,787 shares; 2025Q1: 4,142,094 shares; 2025Q2: 4,517,468 shares; 2025Q3: 4,062,899 shares 4,062,899 $243M 5.87% -454,569 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: 1,091,062 shares; 2024Q4: 1,095,220 shares; 2025Q1: 1,051,902 shares; 2025Q2: 965,959 shares; 2025Q3: 785,442 shares 785,442 $200M 4.82% -180,517 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,374 shares; 2024Q4: 450,373 shares; 2025Q1: 443,566 shares; 2025Q2: 425,183 shares; 2025Q3: 288,546 shares 288,546 $149M 3.6% -136,637 Timeline IWY 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: 428,764 shares; 2024Q4: 427,624 shares; 2025Q1: 407,244 shares; 2025Q2: 378,684 shares; 2025Q3: 375,287 shares 375,287 $103M 2.48% -3,397 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: 102,332 shares; 2024Q4: 106,179 shares; 2025Q1: 107,037 shares; 2025Q2: 137,817 shares; 2025Q3: 138,131 shares 138,131 $92.5M 2.23% +314 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: 363,152 shares; 2024Q4: 365,770 shares; 2025Q1: 353,616 shares; 2025Q2: 340,891 shares; 2025Q3: 257,719 shares 257,719 $81.3M 1.96% -83,172 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: 584,766 shares; 2024Q4: 430,963 shares; 2025Q1: 433,914 shares; 2025Q2: 401,550 shares; 2025Q3: 241,854 shares 241,854 $79.4M 1.91% -159,696 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,029 shares; 2024Q4: 335,395 shares; 2025Q1: 340,623 shares; 2025Q2: 384,023 shares; 2025Q3: 385,368 shares 385,368 $75M 1.81% +1,345 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: 501,138 shares; 2024Q4: 486,710 shares; 2025Q1: 472,424 shares; 2025Q2: 467,091 shares; 2025Q3: 364,729 shares 364,729 $67.6M 1.63% -102,362 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: 354,166 shares; 2024Q4: 351,105 shares; 2025Q1: 339,137 shares; 2025Q2: 330,335 shares; 2025Q3: 245,736 shares 245,736 $59.8M 1.44% -84,599 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,625 shares; 2024Q4: 578,686 shares; 2025Q1: 582,846 shares; 2025Q2: 655,882 shares; 2025Q3: 777,653 shares 777,653 $59.7M 1.44% +121,771 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares 74 $55.8M 1.35% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,906 shares; 2024Q4: 108,955 shares; 2025Q1: 108,815 shares; 2025Q2: 101,217 shares; 2025Q3: 77,082 shares 77,082 $51.4M 1.24% -24,135 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: 645,475 shares; 2024Q4: 647,638 shares; 2025Q1: 642,737 shares; 2025Q2: 639,885 shares; 2025Q3: 314,873 shares 314,873 $48.4M 1.17% -325,012 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: 687,957 shares; 2024Q4: 697,026 shares; 2025Q1: 705,676 shares; 2025Q2: 1,008,174 shares; 2025Q3: 472,697 shares 472,697 $44.1M 1.06% -535,477 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,904 shares; 2024Q4: 392,187 shares; 2025Q1: 421,274 shares; 2025Q2: 471,432 shares; 2025Q3: 487,300 shares 487,300 $42.8M 1.03% +15,868 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: 489,940 shares; 2024Q4: 478,539 shares; 2025Q1: 473,833 shares; 2025Q2: 467,378 shares; 2025Q3: 438,557 shares 438,557 $42.1M 1.01% -28,821 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,700 shares; 2024Q4: 566,700 shares; 2025Q1: 566,700 shares; 2025Q2: 566,668 shares; 2025Q3: 566,500 shares 566,500 $41.4M 1% -168 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: 83,713 shares; 2024Q4: 92,799 shares; 2025Q1: 621,081 shares; 2025Q2: 766,018 shares; 2025Q3: 769,632 shares 769,632 $41.1M 0.99% +3,614 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: 330,731 shares; 2024Q4: 325,109 shares; 2025Q1: 322,838 shares; 2025Q2: 320,576 shares; 2025Q3: 308,929 shares 308,929 $40.1M 0.97% -11,647 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,565,109 shares; 2025Q1: 1,595,876 shares; 2025Q2: 1,502,032 shares; 2025Q3: 1,510,337 shares 1,510,337 $39.8M 0.96% +8,305 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: 332,189 shares; 2024Q4: 311,886 shares; 2025Q1: 304,213 shares; 2025Q2: 297,664 shares; 2025Q3: 272,107 shares 272,107 $36.4M 0.88% -25,557 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,872 shares; 2024Q4: 108,707 shares; 2025Q1: 117,276 shares; 2025Q2: 132,183 shares; 2025Q3: 118,482 shares 118,482 $34.8M 0.84% -13,701 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: 380,693 shares; 2024Q4: 387,247 shares; 2025Q1: 381,795 shares; 2025Q2: 362,783 shares; 2025Q3: 302,405 shares 302,405 $34.1M 0.82% -60,378 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: 298,678 shares; 2024Q4: 309,329 shares; 2025Q1: 319,428 shares; 2025Q2: 316,623 shares; 2025Q3: 153,581 shares 153,581 $33.7M 0.81% -163,042 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: 58,042 shares; 2024Q4: 60,238 shares; 2025Q1: 58,890 shares; 2025Q2: 56,078 shares; 2025Q3: 70,828 shares 70,828 $33.2M 0.8% +14,750 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: 253,749 shares; 2024Q4: 288,273 shares; 2025Q1: 286,017 shares; 2025Q2: 381,204 shares; 2025Q3: 336,534 shares 336,534 $32.5M 0.78% -44,670 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: 110,159 shares; 2024Q4: 109,331 shares; 2025Q1: 62,004 shares; 2025Q2: 65,874 shares; 2025Q3: 53,212 shares 53,212 $31.9M 0.77% -12,662 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: 287,774 shares; 2024Q4: 283,430 shares; 2025Q1: 281,113 shares; 2025Q2: 270,791 shares; 2025Q3: 260,217 shares 260,217 $31.4M 0.76% -10,574 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,408 shares; 2024Q4: 556,948 shares; 2025Q1: 567,544 shares; 2025Q2: 649,508 shares; 2025Q3: 546,327 shares 546,327 $31.4M 0.76% -103,181 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: 85,645 shares; 2024Q4: 85,645 shares; 2025Q1: 85,645 shares; 2025Q2: 86,027 shares; 2025Q3: 85,645 shares 85,645 $31.3M 0.75% -382 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: 607,956 shares; 2024Q4: 601,229 shares; 2025Q1: 589,159 shares; 2025Q2: 569,571 shares; 2025Q3: 451,409 shares 451,409 $30.9M 0.74% -118,162 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: 75,960 shares; 2024Q4: 76,475 shares; 2025Q1: 76,487 shares; 2025Q2: 72,867 shares; 2025Q3: 53,488 shares 53,488 $30.4M 0.73% -19,379 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: 133,175 shares; 2024Q4: 141,778 shares; 2025Q1: 151,103 shares; 2025Q2: 171,565 shares; 2025Q3: 167,106 shares 167,106 $29.2M 0.7% -4,459 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: 236,632 shares; 2024Q4: 245,009 shares; 2025Q1: 271,947 shares; 2025Q2: 272,445 shares; 2025Q3: 115,853 shares 115,853 $28.2M 0.68% -156,592 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: 238,649 shares; 2024Q4: 236,123 shares; 2025Q1: 223,893 shares; 2025Q2: 220,267 shares; 2025Q3: 189,174 shares 189,174 $27.3M 0.66% -31,093 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: 89,320 shares; 2024Q4: 90,961 shares; 2025Q1: 80,698 shares; 2025Q2: 77,284 shares; 2025Q3: 54,193 shares 54,193 $27.2M 0.66% -23,091 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: 365,612 shares; 2024Q4: 356,411 shares; 2025Q1: 343,106 shares; 2025Q2: 324,236 shares; 2025Q3: 309,103 shares 309,103 $25.4M 0.61% -15,133 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: 150,127 shares; 2024Q4: 163,402 shares; 2025Q1: 139,150 shares; 2025Q2: 128,471 shares; 2025Q3: 88,889 shares 88,889 $25M 0.6% -39,582 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: 121,836 shares; 2024Q4: 120,894 shares; 2025Q1: 117,544 shares; 2025Q2: 111,368 shares; 2025Q3: 72,059 shares 72,059 $24.6M 0.59% -39,309 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: 488,877 shares; 2024Q4: 490,828 shares; 2025Q1: 485,802 shares; 2025Q2: 469,895 shares; 2025Q3: 367,585 shares 367,585 $24M 0.58% -102,310 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: 216,111 shares; 2024Q4: 208,213 shares; 2025Q1: 201,615 shares; 2025Q2: 193,753 shares; 2025Q3: 168,369 shares 168,369 $23.6M 0.57% -25,384 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: 92,363 shares; 2024Q4: 90,782 shares; 2025Q1: 86,052 shares; 2025Q2: 79,496 shares; 2025Q3: 82,405 shares 82,405 $23.3M 0.56% +2,909 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: 113,055 shares; 2024Q4: 112,583 shares; 2025Q1: 109,466 shares; 2025Q2: 105,565 shares; 2025Q3: 93,510 shares 93,510 $23M 0.55% -12,055 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: 40,055 shares; 2024Q4: 40,834 shares; 2025Q1: 39,490 shares; 2025Q2: 37,704 shares; 2025Q3: 27,904 shares 27,904 $21.3M 0.51% -9,800 Timeline GWX 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: 500,456 shares; 2024Q4: 515,965 shares; 2025Q1: 513,384 shares; 2025Q2: 476,677 shares; 2025Q3: 527,781 shares 527,781 $21.2M 0.51% +51,104 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: 52,054 shares; 2024Q4: 50,287 shares; 2025Q1: 49,007 shares; 2025Q2: 47,065 shares; 2025Q3: 43,630 shares 43,630 $21.2M 0.51% -3,435 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: 108,292 shares; 2024Q4: 122,191 shares; 2025Q1: 118,974 shares; 2025Q2: 113,196 shares; 2025Q3: 86,092 shares 86,092 $20.8M 0.5% -27,104 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: 116,432 shares; 2024Q4: 114,492 shares; 2025Q1: 113,228 shares; 2025Q2: 109,007 shares; 2025Q3: 108,906 shares 108,906 $20.4M 0.49% -101 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: 672,567 shares; 2024Q4: 702,017 shares; 2025Q1: 744,102 shares; 2025Q2: 738,613 shares; 2025Q3: 372,864 shares 372,864 $20.2M 0.49% -365,749 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: 313,953 shares; 2024Q4: 302,418 shares; 2025Q1: 294,141 shares; 2025Q2: 280,292 shares; 2025Q3: 239,973 shares 239,973 $20.1M 0.49% -40,319 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,989 shares; 2024Q4: 217,793 shares; 2025Q1: 201,112 shares; 2025Q2: 198,924 shares; 2025Q3: 181,668 shares 181,668 $20M 0.48% -17,256 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: 63,324 shares; 2024Q4: 67,459 shares; 2025Q1: 63,810 shares; 2025Q2: 59,663 shares; 2025Q3: 47,585 shares 47,585 $19.3M 0.46% -12,078 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: 432,266 shares; 2024Q4: 440,179 shares; 2025Q1: 299,434 shares; 2025Q2: 294,413 shares; 2025Q3: 101,800 shares 101,800 $19M 0.46% -192,613 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: 78,751 shares; 2024Q4: 76,418 shares; 2025Q1: 76,157 shares; 2025Q2: 72,836 shares; 2025Q3: 61,012 shares 61,012 $18.5M 0.45% -11,824 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: 119,378 shares; 2024Q4: 122,622 shares; 2025Q1: 118,743 shares; 2025Q2: 115,297 shares; 2025Q3: 87,758 shares 87,758 $18.5M 0.45% -27,539 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,869 shares; 2024Q4: 25,561 shares; 2025Q1: 25,115 shares; 2025Q2: 24,640 shares; 2025Q3: 26,992 shares 26,992 $18.4M 0.44% +2,352 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: 155,344 shares; 2024Q4: 157,453 shares; 2025Q1: 153,176 shares; 2025Q2: 144,730 shares; 2025Q3: 116,828 shares 116,828 $18.1M 0.44% -27,902 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: 393,542 shares; 2024Q4: 404,624 shares; 2025Q1: 406,344 shares; 2025Q2: 415,464 shares; 2025Q3: 376,660 shares 376,660 $16.6M 0.4% -38,804 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,456 shares; 2024Q4: 208,490 shares; 2025Q1: 203,666 shares; 2025Q2: 200,842 shares; 2025Q3: 193,852 shares 193,852 $16M 0.38% -6,990 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: 80,131 shares; 2024Q4: 79,609 shares; 2025Q1: 77,034 shares; 2025Q2: 74,860 shares; 2025Q3: 62,287 shares 62,287 $15.7M 0.38% -12,573 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: 158,424 shares; 2024Q4: 152,945 shares; 2025Q1: 148,514 shares; 2025Q2: 143,824 shares; 2025Q3: 138,116 shares 138,116 $15.4M 0.37% -5,708 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: 27,113 shares; 2024Q4: 25,262 shares; 2025Q1: 24,726 shares; 2025Q2: 24,231 shares; 2025Q3: 20,552 shares 20,552 $15.3M 0.37% -3,679 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: 409,770 shares; 2024Q4: 409,770 shares; 2025Q1: 409,770 shares; 2025Q2: 430,680 shares; 2025Q3: 430,680 shares 430,680 $15M 0.36% 0 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: 151,082 shares; 2024Q4: 151,089 shares; 2025Q1: 160,940 shares; 2025Q2: 79,465 shares; 2025Q3: 77,987 shares 77,987 $14.6M 0.35% -1,478 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: 65,201 shares; 2024Q4: 63,927 shares; 2025Q1: 60,355 shares; 2025Q2: 57,203 shares; 2025Q3: 51,576 shares 51,576 $14.6M 0.35% -5,627 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: 44,795 shares; 2024Q4: 44,165 shares; 2025Q1: 42,503 shares; 2025Q2: 41,496 shares; 2025Q3: 37,799 shares 37,799 $14M 0.34% -3,697 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: 56,256 shares; 2024Q4: 57,528 shares; 2025Q1: 54,089 shares; 2025Q2: 52,186 shares; 2025Q3: 45,205 shares 45,205 $13.6M 0.33% -6,981 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: 115,237 shares; 2024Q4: 125,244 shares; 2025Q1: 119,308 shares; 2025Q2: 111,327 shares; 2025Q3: 80,455 shares 80,455 $13.5M 0.32% -30,872 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: 46,773 shares; 2024Q4: 48,063 shares; 2025Q1: 52,828 shares; 2025Q2: 52,457 shares; 2025Q3: 49,706 shares 49,706 $13.4M 0.32% -2,751 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: 79,442 shares; 2024Q4: 115,422 shares; 2025Q1: 85,963 shares; 2025Q2: 121,582 shares; 2025Q3: 21,844 shares 21,844 $13.4M 0.32% -99,738 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: 323,849 shares; 2024Q4: 317,810 shares; 2025Q1: 310,372 shares; 2025Q2: 302,226 shares; 2025Q3: 288,962 shares 288,962 $13.2M 0.32% -13,264 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: 67,351 shares; 2024Q4: 65,887 shares; 2025Q1: 65,598 shares; 2025Q2: 65,606 shares; 2025Q3: 63,534 shares 63,534 $13.1M 0.32% -2,072 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: 453,821 shares; 2024Q4: 419,336 shares; 2025Q1: 730,369 shares; 2025Q2: 555,900 shares; 2025Q3: 128,144 shares 128,144 $12.8M 0.31% -427,756 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: 18,614 shares; 2024Q4: 19,268 shares; 2025Q1: 17,992 shares; 2025Q2: 16,894 shares; 2025Q3: 11,640 shares 11,640 $12.6M 0.3% -5,254 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: 82,223 shares; 2024Q4: 89,190 shares; 2025Q1: 83,187 shares; 2025Q2: 77,800 shares; 2025Q3: 51,720 shares 51,720 $12M 0.29% -26,080 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: 130,875 shares; 2024Q4: 136,012 shares; 2025Q1: 142,740 shares; 2025Q2: 124,056 shares; 2025Q3: 100,256 shares 100,256 $11.9M 0.29% -23,800 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 26,212 shares; 2025Q1: 25,348 shares; 2025Q2: 23,931 shares; 2025Q3: 23,186 shares 23,186 $11.6M 0.28% -745 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,900 shares; 2024Q4: 52,969 shares; 2025Q1: 51,316 shares; 2025Q2: 48,904 shares; 2025Q3: 46,762 shares 46,762 $11.5M 0.28% -2,142 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,168 shares; 2024Q4: 58,392 shares; 2025Q1: 56,350 shares; 2025Q2: 54,406 shares; 2025Q3: 53,150 shares 53,150 $11.3M 0.27% -1,256 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: 30,134 shares; 2024Q4: 37,119 shares; 2025Q1: 33,673 shares; 2025Q2: 30,434 shares; 2025Q3: 53,386 shares 53,386 $10.9M 0.26% +22,952 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 140,000 shares; 2025Q3: 140,000 shares 140,000 $10.7M 0.26% 0 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: 128,153 shares; 2024Q4: 138,556 shares; 2025Q1: 140,629 shares; 2025Q2: 136,088 shares; 2025Q3: 116,476 shares 116,476 $10.4M 0.25% -19,612 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,439 shares; 2024Q4: 64,870 shares; 2025Q1: 63,013 shares; 2025Q2: 60,918 shares; 2025Q3: 57,729 shares 57,729 $9.96M 0.24% -3,189 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: 192,237 shares; 2024Q4: 196,874 shares; 2025Q1: 194,207 shares; 2025Q2: 187,123 shares; 2025Q3: 144,867 shares 144,867 $9.61M 0.23% -42,256 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: 58,688 shares; 2024Q4: 56,688 shares; 2025Q1: 52,914 shares; 2025Q2: 50,165 shares; 2025Q3: 48,180 shares 48,180 $9.17M 0.22% -1,985 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: 78,978 shares; 2024Q4: 80,959 shares; 2025Q1: 79,845 shares; 2025Q2: 73,378 shares; 2025Q3: 58,528 shares 58,528 $9.08M 0.22% -14,850 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: 52,963 shares; 2024Q4: 54,419 shares; 2025Q1: 51,190 shares; 2025Q2: 48,914 shares; 2025Q3: 38,220 shares 38,220 $9.03M 0.22% -10,694 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,936 shares; 2024Q4: 97,941 shares; 2025Q1: 95,862 shares; 2025Q2: 99,110 shares; 2025Q3: 99,193 shares 99,193 $8.82M 0.21% +83 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,020 shares; 2024Q4: 39,490 shares; 2025Q1: 37,947 shares; 2025Q2: 36,167 shares; 2025Q3: 34,539 shares 34,539 $8.55M 0.21% -1,628 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: 56,058 shares; 2024Q4: 73,291 shares; 2025Q1: 73,647 shares; 2025Q2: 74,165 shares; 2025Q3: 25,502 shares 25,502 $8.41M 0.2% -48,663 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,563 shares; 2024Q4: 22,001 shares; 2025Q1: 21,327 shares; 2025Q2: 21,136 shares; 2025Q3: 18,237 shares 18,237 $8.34M 0.2% -2,899 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: 136,914 shares; 2024Q4: 132,718 shares; 2025Q1: 128,774 shares; 2025Q2: 122,233 shares; 2025Q3: 106,528 shares 106,528 $8.3M 0.2% -15,705 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: 41,004 shares; 2024Q4: 38,525 shares; 2025Q1: 36,668 shares; 2025Q2: 35,702 shares; 2025Q3: 27,507 shares 27,507 $8.27M 0.2% -8,195 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: 194,178 shares; 2024Q4: 188,989 shares; 2025Q1: 164,581 shares; 2025Q2: 159,506 shares; 2025Q3: 107,517 shares 107,517 $8.12M 0.2% -51,989 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: 23,738 shares; 2024Q4: 23,013 shares; 2025Q1: 23,013 shares; 2025Q2: 21,315 shares; 2025Q3: 21,315 shares 21,315 $8.08M 0.19% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,371 shares; 2024Q4: 297,986 shares; 2025Q1: 297,986 shares; 2025Q2: 297,986 shares; 2025Q3: 299,485 shares 299,485 $7.88M 0.19% +1,499 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: 104,764 shares; 2024Q4: 109,854 shares; 2025Q1: 117,220 shares; 2025Q2: 121,983 shares; 2025Q3: 125,818 shares 125,818 $7.86M 0.19% +3,835 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: 55,668 shares; 2024Q4: 59,563 shares; 2025Q1: 57,181 shares; 2025Q2: 56,242 shares; 2025Q3: 46,597 shares 46,597 $7.75M 0.19% -9,645 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: 46,379 shares; 2024Q4: 42,468 shares; 2025Q1: 39,361 shares; 2025Q2: 37,915 shares; 2025Q3: 26,377 shares 26,377 $7.74M 0.19% -11,538 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,373 shares; 2024Q4: 75,060 shares; 2025Q1: 75,196 shares; 2025Q2: 102,488 shares; 2025Q3: 81,234 shares 81,234 $7.74M 0.19% -21,254 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: 43,812 shares; 2024Q4: 47,042 shares; 2025Q1: 40,306 shares; 2025Q2: 38,007 shares; 2025Q3: 30,832 shares 30,832 $7.31M 0.18% -7,175 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: 54,677 shares; 2024Q4: 54,400 shares; 2025Q1: 54,328 shares; 2025Q2: 52,950 shares; 2025Q3: 52,465 shares 52,465 $7.3M 0.18% -485 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: 148,383 shares; 2024Q4: 146,490 shares; 2025Q1: 130,006 shares; 2025Q2: 133,118 shares; 2025Q3: 104,431 shares 104,431 $7.28M 0.18% -28,687 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: 7,959 shares; 2025Q1: 7,838 shares; 2025Q2: 7,937 shares; 2025Q3: 6,234 shares 6,234 $7.27M 0.18% -1,703 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,969 shares; 2024Q4: 35,850 shares; 2025Q1: 35,314 shares; 2025Q2: 33,282 shares; 2025Q3: 31,681 shares 31,681 $7.19M 0.17% -1,601 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,955 shares; 2024Q4: 94,806 shares; 2025Q1: 92,328 shares; 2025Q2: 87,887 shares; 2025Q3: 85,304 shares 85,304 $7.1M 0.17% -2,583 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: 31,212 shares; 2024Q4: 34,643 shares; 2025Q1: 29,219 shares; 2025Q2: 32,460 shares; 2025Q3: 9,505 shares 9,505 $6.98M 0.17% -22,955 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: 21,129 shares; 2024Q4: 22,432 shares; 2025Q1: 19,868 shares; 2025Q2: 20,099 shares; 2025Q3: 14,295 shares 14,295 $6.82M 0.16% -5,804 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: 36,075 shares; 2024Q4: 38,422 shares; 2025Q1: 42,363 shares; 2025Q2: 49,330 shares; 2025Q3: 34,101 shares 34,101 $6.76M 0.16% -15,229 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: 80,278 shares; 2024Q4: 76,401 shares; 2025Q1: 63,802 shares; 2025Q2: 68,527 shares; 2025Q3: 57,680 shares 57,680 $6.6M 0.16% -10,847 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: 62,376 shares; 2024Q4: 59,042 shares; 2025Q1: 56,893 shares; 2025Q2: 54,527 shares; 2025Q3: 51,618 shares 51,618 $6.54M 0.16% -2,909 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: 128,029 shares; 2024Q4: 138,770 shares; 2025Q1: 147,388 shares; 2025Q2: 133,156 shares; 2025Q3: 62,315 shares 62,315 $6.42M 0.15% -70,841 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,349 shares; 2024Q4: 92,403 shares; 2025Q1: 89,464 shares; 2025Q2: 85,227 shares; 2025Q3: 82,164 shares 82,164 $6.41M 0.15% -3,063 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,400 shares; 2025Q1: 24,346 shares; 2025Q2: 64,888 shares; 2025Q3: 63,065 shares 63,065 $6.35M 0.15% -1,823 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: 71,766 shares; 2024Q4: 69,137 shares; 2025Q1: 67,636 shares; 2025Q2: 67,391 shares; 2025Q3: 56,135 shares 56,135 $6.29M 0.15% -11,256 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: 56,341 shares; 2024Q4: 58,394 shares; 2025Q1: 57,404 shares; 2025Q2: 57,300 shares; 2025Q3: 46,993 shares 46,993 $6.16M 0.15% -10,307 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,662 shares; 2024Q4: 37,844 shares; 2025Q1: 36,487 shares; 2025Q2: 34,974 shares; 2025Q3: 34,283 shares 34,283 $6.12M 0.15% -691 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,100 shares 123,100 $5.97M 0.14% new 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: 26,477 shares; 2024Q4: 26,824 shares; 2025Q1: 23,287 shares; 2025Q2: 28,123 shares; 2025Q3: 12,268 shares 12,268 $5.88M 0.14% -15,855 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: 28,886 shares; 2024Q4: 31,168 shares; 2025Q1: 29,155 shares; 2025Q2: 26,613 shares; 2025Q3: 16,891 shares 16,891 $5.83M 0.14% -9,722 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: 266,565 shares; 2024Q4: 258,408 shares; 2025Q1: 254,850 shares; 2025Q2: 253,918 shares; 2025Q3: 205,549 shares 205,549 $5.8M 0.14% -48,369 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,613 shares; 2024Q4: 29,639 shares; 2025Q1: 29,317 shares; 2025Q2: 30,285 shares; 2025Q3: 28,535 shares 28,535 $5.79M 0.14% -1,750 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,932 shares; 2024Q4: 60,960 shares; 2025Q1: 61,432 shares; 2025Q2: 60,417 shares; 2025Q3: 63,791 shares 63,791 $5.79M 0.14% +3,374 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: 60,413 shares; 2024Q4: 65,537 shares; 2025Q1: 65,641 shares; 2025Q2: 59,821 shares; 2025Q3: 35,346 shares 35,346 $5.73M 0.14% -24,475 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: 73,727 shares; 2024Q4: 71,930 shares; 2025Q1: 67,950 shares; 2025Q2: 55,065 shares; 2025Q3: 51,731 shares 51,731 $5.72M 0.14% -3,334 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,404 shares; 2024Q4: 74,008 shares; 2025Q1: 72,499 shares; 2025Q2: 67,107 shares; 2025Q3: 65,105 shares 65,105 $5.71M 0.14% -2,002 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: 93,400 shares; 2024Q4: 89,736 shares; 2025Q1: 87,764 shares; 2025Q2: 85,003 shares; 2025Q3: 84,194 shares 84,194 $5.63M 0.14% -809 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: 55,860 shares; 2024Q4: 58,351 shares; 2025Q1: 60,453 shares; 2025Q2: 62,665 shares; 2025Q3: 15,714 shares 15,714 $5.59M 0.13% -46,951 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,175 shares; 2024Q4: 41,936 shares; 2025Q1: 40,627 shares; 2025Q2: 39,302 shares; 2025Q3: 22,359 shares 22,359 $5.51M 0.13% -16,943 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: 323,016 shares; 2024Q4: 311,773 shares; 2025Q1: 305,671 shares; 2025Q2: 290,871 shares; 2025Q3: 215,728 shares 215,728 $5.5M 0.13% -75,143 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,177 shares; 2024Q4: 129,824 shares; 2025Q1: 126,829 shares; 2025Q2: 121,335 shares; 2025Q3: 118,544 shares 118,544 $5.47M 0.13% -2,791 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,552 shares; 2024Q4: 53,540 shares; 2025Q1: 67,159 shares; 2025Q2: 90,471 shares; 2025Q3: 89,747 shares 89,747 $5.27M 0.13% -724 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,805 shares; 2024Q4: 64,076 shares; 2025Q1: 62,929 shares; 2025Q2: 59,284 shares; 2025Q3: 57,658 shares 57,658 $5.27M 0.13% -1,626 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: 159,681 shares; 2024Q4: 155,702 shares; 2025Q1: 146,387 shares; 2025Q2: 146,830 shares; 2025Q3: 116,259 shares 116,259 $5.24M 0.13% -30,571 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: 2,933 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,894 shares; 2025Q3: 2,891 shares 2,891 $5.17M 0.12% -3 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: 149,176 shares; 2024Q4: 151,072 shares; 2025Q1: 149,578 shares; 2025Q2: 145,967 shares; 2025Q3: 140,366 shares 140,366 $5.13M 0.12% -5,601 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 25,596 shares; 2025Q1: 25,352 shares; 2025Q2: 24,084 shares; 2025Q3: 17,713 shares 17,713 $5.08M 0.12% -6,371 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,647 shares; 2024Q4: 75,651 shares; 2025Q1: 76,961 shares; 2025Q2: 77,132 shares; 2025Q3: 66,237 shares 66,237 $5.08M 0.12% -10,895 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,558 shares; 2024Q4: 59,136 shares; 2025Q1: 63,371 shares; 2025Q2: 61,198 shares; 2025Q3: 89,669 shares 89,669 $4.84M 0.12% +28,471 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares; 2025Q3: 33,501 shares 33,501 $4.79M 0.12% -57 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: 34,446 shares; 2024Q4: 30,299 shares; 2025Q1: 30,104 shares; 2025Q2: 28,730 shares; 2025Q3: 23,303 shares 23,303 $4.68M 0.11% -5,427 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: 35,527 shares; 2024Q4: 37,434 shares; 2025Q1: 36,015 shares; 2025Q2: 35,448 shares; 2025Q3: 32,913 shares 32,913 $4.64M 0.11% -2,535 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: 53,268 shares; 2024Q4: 52,421 shares; 2025Q1: 50,388 shares; 2025Q2: 35,301 shares; 2025Q3: 32,444 shares 32,444 $4.59M 0.11% -2,857 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: 45,969 shares; 2024Q4: 53,578 shares; 2025Q1: 51,385 shares; 2025Q2: 52,148 shares; 2025Q3: 24,918 shares 24,918 $4.58M 0.11% -27,230 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: 31,428 shares; 2024Q4: 32,939 shares; 2025Q1: 30,560 shares; 2025Q2: 27,410 shares; 2025Q3: 13,474 shares 13,474 $4.48M 0.11% -13,936 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: 21,299 shares; 2024Q4: 21,485 shares; 2025Q1: 21,378 shares; 2025Q2: 20,406 shares; 2025Q3: 16,320 shares 16,320 $4.45M 0.11% -4,086 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: 16,747 shares; 2024Q4: 15,849 shares; 2025Q1: 15,702 shares; 2025Q2: 16,595 shares; 2025Q3: 12,754 shares 12,754 $4.42M 0.11% -3,841 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: 74,073 shares; 2024Q4: 72,363 shares; 2025Q1: 77,428 shares; 2025Q2: 73,833 shares; 2025Q3: 45,456 shares 45,456 $4.34M 0.1% -28,377 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: 89,761 shares; 2024Q4: 90,168 shares; 2025Q1: 93,496 shares; 2025Q2: 86,194 shares; 2025Q3: 64,159 shares 64,159 $4.24M 0.1% -22,035 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,660 shares; 2024Q4: 18,981 shares; 2025Q1: 18,779 shares; 2025Q2: 19,314 shares; 2025Q3: 14,734 shares 14,734 $4.16M 0.1% -4,580 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,827 shares; 2024Q4: 118,170 shares; 2025Q1: 115,832 shares; 2025Q2: 110,611 shares; 2025Q3: 107,235 shares 107,235 $4.14M 0.1% -3,376 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: 10,265 shares; 2024Q4: 8,773 shares; 2025Q1: 8,809 shares; 2025Q2: 9,759 shares; 2025Q3: 6,635 shares 6,635 $4.08M 0.1% -3,124 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,118 shares; 2024Q4: 135,033 shares; 2025Q1: 130,355 shares; 2025Q2: 123,413 shares; 2025Q3: 68,507 shares 68,507 $4.06M 0.1% -54,906 UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,165 shares; 2024Q4: 47,904 shares; 2025Q1: 47,028 shares; 2025Q2: 44,585 shares; 2025Q3: 43,167 shares 43,167 $4.04M 0.1% -1,418 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: 23,217 shares; 2024Q4: 18,428 shares; 2025Q1: 17,953 shares; 2025Q2: 17,978 shares; 2025Q3: 15,458 shares 15,458 $4.03M 0.1% -2,520 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: 32,476 shares; 2024Q4: 32,338 shares; 2025Q1: 32,370 shares; 2025Q2: 31,550 shares; 2025Q3: 28,946 shares 28,946 $4.01M 0.1% -2,604 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: 10,459 shares; 2024Q4: 11,233 shares; 2025Q1: 9,140 shares; 2025Q2: 9,336 shares; 2025Q3: 4,268 shares 4,268 $3.95M 0.1% -5,068 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 20,545 shares; 2025Q1: 20,545 shares; 2025Q2: 20,545 shares; 2025Q3: 20,545 shares 20,545 $3.89M 0.09% 0 Timeline NULV 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: 99,367 shares; 2024Q4: 87,318 shares; 2025Q1: 86,057 shares; 2025Q2: 85,790 shares; 2025Q3: 85,790 shares 85,790 $3.76M 0.09% 0 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: 16,415 shares; 2024Q4: 15,780 shares; 2025Q1: 15,832 shares; 2025Q2: 15,652 shares; 2025Q3: 15,602 shares 15,602 $3.72M 0.09% -50 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: 14,619 shares; 2024Q4: 13,568 shares; 2025Q1: 12,801 shares; 2025Q2: 12,570 shares; 2025Q3: 12,027 shares 12,027 $3.7M 0.09% -543 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: 38,449 shares; 2024Q4: 37,837 shares; 2025Q1: 37,281 shares; 2025Q2: 36,011 shares; 2025Q3: 29,615 shares 29,615 $3.68M 0.09% -6,396 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 808 shares; 2025Q1: 108,876 shares; 2025Q2: 107,448 shares; 2025Q3: 104,368 shares 104,368 $3.68M 0.09% -3,080 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: 392 shares; 2024Q4: 734 shares; 2025Q1: 490 shares; 2025Q2: 978 shares; 2025Q3: 35,534 shares 35,534 $3.67M 0.09% +34,556 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: 44,497 shares; 2025Q1: 41,988 shares; 2025Q2: 40,257 shares; 2025Q3: 27,418 shares 27,418 $3.67M 0.09% -12,839 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: 17,053 shares; 2024Q4: 18,447 shares; 2025Q1: 18,932 shares; 2025Q2: 19,123 shares; 2025Q3: 16,816 shares 16,816 $3.63M 0.09% -2,307 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,651 shares; 2024Q4: 40,887 shares; 2025Q1: 40,181 shares; 2025Q2: 40,196 shares; 2025Q3: 40,000 shares 40,000 $3.57M 0.09% -196 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,095 shares; 2024Q4: 62,563 shares; 2025Q1: 61,575 shares; 2025Q2: 58,040 shares; 2025Q3: 56,743 shares 56,743 $3.56M 0.09% -1,297 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: 9,108 shares; 2024Q4: 9,963 shares; 2025Q1: 7,222 shares; 2025Q2: 6,769 shares; 2025Q3: 4,619 shares 4,619 $3.5M 0.08% -2,150 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: 47,120 shares; 2024Q4: 45,353 shares; 2025Q1: 48,183 shares; 2025Q2: 48,393 shares; 2025Q3: 48,863 shares 48,863 $3.49M 0.08% +470 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: 10,382 shares; 2024Q4: 10,365 shares; 2025Q1: 10,344 shares; 2025Q2: 7,186 shares; 2025Q3: 5,828 shares 5,828 $3.47M 0.08% -1,358 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 34,552 shares; 2025Q1: 93,009 shares; 2025Q2: 148,612 shares; 2025Q3: 157,601 shares 157,601 $3.44M 0.08% +8,989 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,587 shares; 2024Q4: 51,656 shares; 2025Q1: 51,950 shares; 2025Q2: 52,874 shares; 2025Q3: 40,154 shares 40,154 $3.38M 0.08% -12,720 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $3.36M 0.08% 0 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: 24,834 shares; 2024Q4: 24,523 shares; 2025Q1: 71,195 shares; 2025Q2: 73,364 shares; 2025Q3: 73,003 shares 73,003 $3.34M 0.08% -361 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,486 shares; 2024Q4: 6,354 shares; 2025Q1: 1,726 shares; 2025Q2: 20,062 shares; 2025Q3: 35,427 shares 35,427 $3.34M 0.08% +15,365 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,853 shares; 2024Q4: 14,703 shares; 2025Q1: 14,677 shares; 2025Q2: 14,448 shares; 2025Q3: 13,175 shares 13,175 $3.33M 0.08% -1,273 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: 13,901 shares; 2024Q4: 13,521 shares; 2025Q1: 13,430 shares; 2025Q2: 12,967 shares; 2025Q3: 16,686 shares 16,686 $3.3M 0.08% +3,719 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: 49,298 shares; 2024Q4: 48,735 shares; 2025Q1: 49,923 shares; 2025Q2: 59,058 shares; 2025Q3: 17,557 shares 17,557 $3.27M 0.08% -41,501 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: 31,260 shares; 2024Q4: 31,353 shares; 2025Q1: 30,879 shares; 2025Q2: 30,156 shares; 2025Q3: 26,304 shares 26,304 $3.26M 0.08% -3,852 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: 21,275 shares; 2024Q4: 20,886 shares; 2025Q1: 18,643 shares; 2025Q2: 18,143 shares; 2025Q3: 16,870 shares 16,870 $3.25M 0.08% -1,273 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: 18,606 shares; 2024Q4: 43,720 shares; 2025Q1: 43,322 shares; 2025Q2: 41,484 shares; 2025Q3: 22,181 shares 22,181 $3.25M 0.08% -19,303 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,568 shares; 2024Q4: 25,848 shares; 2025Q1: 25,993 shares; 2025Q2: 24,594 shares; 2025Q3: 23,912 shares 23,912 $3.15M 0.08% -682 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: 60,373 shares; 2024Q4: 70,430 shares; 2025Q1: 69,060 shares; 2025Q2: 68,691 shares; 2025Q3: 36,467 shares 36,467 $3.06M 0.07% -32,224 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: 24,484 shares; 2024Q4: 23,578 shares; 2025Q1: 24,538 shares; 2025Q2: 24,401 shares; 2025Q3: 20,322 shares 20,322 $3.05M 0.07% -4,079 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: 5,622 shares; 2024Q4: 5,272 shares; 2025Q1: 5,011 shares; 2025Q2: 4,821 shares; 2025Q3: 3,895 shares 3,895 $3.01M 0.07% -926 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,759 shares; 2024Q4: 27,131 shares; 2025Q1: 27,216 shares; 2025Q2: 25,259 shares; 2025Q3: 24,496 shares 24,496 $3M 0.07% -763 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,347 shares; 2024Q4: 31,730 shares; 2025Q1: 32,338 shares; 2025Q2: 32,849 shares; 2025Q3: 33,579 shares 33,579 $2.98M 0.07% +730 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares 6,400 $2.98M 0.07% 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: 3,568 shares; 2024Q4: 3,693 shares; 2025Q1: 5,697 shares; 2025Q2: 6,645 shares; 2025Q3: 3,214 shares 3,214 $2.96M 0.07% -3,431 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: 14,880 shares; 2024Q4: 16,422 shares; 2025Q1: 15,179 shares; 2025Q2: 15,740 shares; 2025Q3: 10,205 shares 10,205 $2.94M 0.07% -5,535 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 37,427 shares 37,427 $2.86M 0.07% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,004 shares; 2024Q4: 52,626 shares; 2025Q1: 42,696 shares; 2025Q2: 40,852 shares; 2025Q3: 26,908 shares 26,908 $2.83M 0.07% -13,944 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,394 shares; 2024Q4: 42,128 shares; 2025Q1: 42,832 shares; 2025Q2: 35,744 shares; 2025Q3: 33,741 shares 33,741 $2.8M 0.07% -2,003 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 10,019 shares; 2025Q1: 9,381 shares; 2025Q2: 8,411 shares; 2025Q3: 6,518 shares 6,518 $2.75M 0.07% -1,893 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: 131,991 shares; 2024Q4: 132,563 shares; 2025Q1: 130,007 shares; 2025Q2: 133,538 shares; 2025Q3: 53,277 shares 53,277 $2.75M 0.07% -80,261 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: 51,333 shares; 2024Q4: 55,798 shares; 2025Q1: 50,837 shares; 2025Q2: 48,359 shares; 2025Q3: 34,376 shares 34,376 $2.75M 0.07% -13,983 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: 60,394 shares; 2024Q4: 54,903 shares; 2025Q1: 49,946 shares; 2025Q2: 47,683 shares; 2025Q3: 42,699 shares 42,699 $2.74M 0.07% -4,984 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: 91,725 shares; 2024Q4: 93,145 shares; 2025Q1: 89,845 shares; 2025Q2: 89,845 shares; 2025Q3: 87,005 shares 87,005 $2.72M 0.07% -2,840 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: 18,663 shares; 2024Q4: 20,989 shares; 2025Q1: 20,280 shares; 2025Q2: 17,201 shares; 2025Q3: 10,683 shares 10,683 $2.72M 0.07% -6,518 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: 28,532 shares; 2024Q4: 28,855 shares; 2025Q1: 28,855 shares; 2025Q2: 59,667 shares; 2025Q3: 54,844 shares 54,844 $2.69M 0.06% -4,823 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: 231,398 shares; 2024Q4: 325,243 shares; 2025Q1: 319,743 shares; 2025Q2: 318,742 shares; 2025Q3: 156,722 shares 156,722 $2.69M 0.06% -162,020 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: 8,563 shares; 2024Q4: 9,821 shares; 2025Q1: 8,158 shares; 2025Q2: 7,994 shares; 2025Q3: 3,374 shares 3,374 $2.69M 0.06% -4,620 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: 758 shares; 2024Q4: 535 shares; 2025Q1: 19 shares; 2025Q2: 6,802 shares; 2025Q3: 6,913 shares 6,913 $2.68M 0.06% +111 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: 13,605 shares; 2024Q4: 13,698 shares; 2025Q1: 13,702 shares; 2025Q2: 14,163 shares; 2025Q3: 13,413 shares 13,413 $2.52M 0.06% -750 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,941 shares; 2024Q4: 39,984 shares; 2025Q1: 39,118 shares; 2025Q2: 34,953 shares; 2025Q3: 34,304 shares 34,304 $2.52M 0.06% -649 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: 153,744 shares; 2024Q4: 105,736 shares; 2025Q1: 97,010 shares; 2025Q2: 95,430 shares; 2025Q3: 74,515 shares 74,515 $2.5M 0.06% -20,915 Timeline OPAD OFFERPAD SOLUTIONS INC More: the full row for OFFERPAD SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,238 shares; 2024Q4: 595,238 shares; 2025Q1: 595,238 shares; 2025Q2: 595,238 shares; 2025Q3: 595,238 shares 595,238 $2.48M 0.06% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,085 shares; 2024Q4: 46,085 shares; 2025Q1: 46,085 shares; 2025Q2: 46,085 shares; 2025Q3: 46,085 shares 46,085 $2.43M 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,822 shares; 2024Q4: 15,163 shares; 2025Q1: 14,748 shares; 2025Q2: 13,453 shares; 2025Q3: 6,409 shares 6,409 $2.4M 0.06% -7,044 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: 33,858 shares; 2024Q4: 34,915 shares; 2025Q1: 35,046 shares; 2025Q2: 36,902 shares; 2025Q3: 17,437 shares 17,437 $2.37M 0.06% -19,465 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: 17,314 shares; 2024Q4: 18,529 shares; 2025Q1: 20,093 shares; 2025Q2: 31,930 shares; 2025Q3: 18,383 shares 18,383 $2.37M 0.06% -13,547 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,983 shares; 2024Q4: 40,968 shares; 2025Q1: 40,513 shares; 2025Q2: 37,389 shares; 2025Q3: 36,831 shares 36,831 $2.33M 0.06% -558 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: 46,839 shares; 2024Q4: 52,562 shares; 2025Q1: 35,870 shares; 2025Q2: 57,974 shares; 2025Q3: 26,615 shares 26,615 $2.32M 0.06% -31,359 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,772 shares; 2025Q3: 37,772 shares 37,772 $2.31M 0.06% 0 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: 24,277 shares; 2024Q4: 29,731 shares; 2025Q1: 33,034 shares; 2025Q2: 44,619 shares; 2025Q3: 37,721 shares 37,721 $2.31M 0.06% -6,898 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: 20,566 shares; 2024Q4: 27,702 shares; 2025Q1: 22,997 shares; 2025Q2: 25,591 shares; 2025Q3: 17,658 shares 17,658 $2.29M 0.06% -7,933 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: 9,309 shares; 2024Q4: 9,264 shares; 2025Q1: 9,190 shares; 2025Q2: 9,166 shares; 2025Q3: 8,705 shares 8,705 $2.28M 0.06% -461 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: 5,399 shares; 2024Q4: 5,114 shares; 2025Q1: 5,148 shares; 2025Q2: 5,281 shares; 2025Q3: 4,771 shares 4,771 $2.27M 0.05% -510 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,015 shares; 2025Q1: 6,970 shares; 2025Q2: 6,865 shares; 2025Q3: 6,730 shares 6,730 $2.21M 0.05% -135 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: 25,927 shares; 2024Q4: 25,781 shares; 2025Q1: 37,485 shares; 2025Q2: 32,316 shares; 2025Q3: 27,620 shares 27,620 $2.21M 0.05% -4,696 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: 69,529 shares; 2024Q4: 76,009 shares; 2025Q1: 76,265 shares; 2025Q2: 76,305 shares; 2025Q3: 22,395 shares 22,395 $2.12M 0.05% -53,910 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: 29,391 shares; 2024Q4: 34,012 shares; 2025Q1: 31,934 shares; 2025Q2: 23,693 shares; 2025Q3: 12,391 shares 12,391 $2.12M 0.05% -11,302 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: 16,100 shares; 2024Q4: 17,975 shares; 2025Q1: 20,647 shares; 2025Q2: 19,360 shares; 2025Q3: 4,669 shares 4,669 $2.08M 0.05% -14,691 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: 7 shares; 2024Q4: 4,797 shares; 2025Q1: 4,905 shares; 2025Q2: 4,914 shares; 2025Q3: 4,880 shares 4,880 $2.08M 0.05% -34 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,619 shares; 2024Q4: 10,054 shares; 2025Q1: 10,005 shares; 2025Q2: 9,455 shares; 2025Q3: 4,307 shares 4,307 $2.05M 0.05% -5,148 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,807 shares; 2024Q4: 20,807 shares; 2025Q1: 20,807 shares; 2025Q2: 20,807 shares; 2025Q3: 20,417 shares 20,417 $1.98M 0.05% -390 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,690 shares; 2024Q4: 45,544 shares; 2025Q1: 45,322 shares; 2025Q2: 40,611 shares; 2025Q3: 27,388 shares 27,388 $1.96M 0.05% -13,223 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 14,879 shares; 2025Q1: 14,929 shares; 2025Q2: 10,027 shares; 2025Q3: 6,607 shares 6,607 $1.94M 0.05% -3,420 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: 204,743 shares; 2024Q4: 204,782 shares; 2025Q1: 204,406 shares; 2025Q2: 204,437 shares; 2025Q3: 10,831 shares 10,831 $1.92M 0.05% -193,606 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: 14,844 shares; 2024Q4: 15,950 shares; 2025Q1: 14,725 shares; 2025Q2: 14,730 shares; 2025Q3: 13,459 shares 13,459 $1.88M 0.05% -1,271 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,589 shares; 2024Q4: 99,113 shares; 2025Q1: 73,069 shares; 2025Q2: 109,075 shares; 2025Q3: 71,891 shares 71,891 $1.87M 0.05% -37,184 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,404 shares; 2024Q4: 41,432 shares; 2025Q1: 41,459 shares; 2025Q2: 41,243 shares; 2025Q3: 14,527 shares 14,527 $1.86M 0.04% -26,716 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: 27,991 shares; 2024Q4: 26,285 shares; 2025Q1: 26,647 shares; 2025Q2: 19,965 shares; 2025Q3: 17,073 shares 17,073 $1.86M 0.04% -2,892 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: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,494 shares 1,494 $1.84M 0.04% -43 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: 16,087 shares; 2024Q4: 16,105 shares; 2025Q1: 22,017 shares; 2025Q2: 22,033 shares; 2025Q3: 15,370 shares 15,370 $1.82M 0.04% -6,663 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,831 shares; 2024Q4: 22,197 shares; 2025Q1: 33,472 shares; 2025Q2: 32,456 shares; 2025Q3: 30,209 shares 30,209 $1.81M 0.04% -2,247 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: 44,080 shares; 2024Q4: 40,500 shares; 2025Q1: 39,742 shares; 2025Q2: 40,268 shares; 2025Q3: 26,737 shares 26,737 $1.81M 0.04% -13,531 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: 25,592 shares; 2024Q4: 23,665 shares; 2025Q1: 24,080 shares; 2025Q2: 20,919 shares; 2025Q3: 16,576 shares 16,576 $1.78M 0.04% -4,343 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: 5,732 shares; 2024Q4: 5,518 shares; 2025Q1: 3,730 shares; 2025Q2: 4,425 shares; 2025Q3: 1,460 shares 1,460 $1.75M 0.04% -2,965 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,784 shares; 2024Q4: 13,176 shares; 2025Q1: 13,318 shares; 2025Q2: 12,113 shares; 2025Q3: 7,949 shares 7,949 $1.75M 0.04% -4,164 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: 54,809 shares; 2024Q4: 55,507 shares; 2025Q1: 53,642 shares; 2025Q2: 46,014 shares; 2025Q3: 42,638 shares 42,638 $1.7M 0.04% -3,376 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: 5,014 shares; 2024Q4: 5,936 shares; 2025Q1: 5,671 shares; 2025Q2: 5,228 shares; 2025Q3: 3,419 shares 3,419 $1.68M 0.04% -1,809 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,067 shares; 2024Q4: 29,790 shares; 2025Q1: 34,802 shares; 2025Q2: 32,740 shares; 2025Q3: 28,516 shares 28,516 $1.68M 0.04% -4,224 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: 93,662 shares; 2024Q4: 20,419 shares; 2025Q1: 20,402 shares; 2025Q2: 18,367 shares; 2025Q3: 11,963 shares 11,963 $1.66M 0.04% -6,404 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: 10,372 shares; 2024Q4: 11,231 shares; 2025Q1: 8,953 shares; 2025Q2: 8,702 shares; 2025Q3: 6,941 shares 6,941 $1.64M 0.04% -1,761 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,745 shares; 2024Q4: 9,772 shares; 2025Q1: 9,541 shares; 2025Q2: 9,549 shares; 2025Q3: 6,827 shares 6,827 $1.64M 0.04% -2,722 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: 21,046 shares; 2024Q4: 23,422 shares; 2025Q1: 23,311 shares; 2025Q2: 22,431 shares; 2025Q3: 8,570 shares 8,570 $1.63M 0.04% -13,861 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: 67,028 shares; 2024Q4: 65,176 shares; 2025Q1: 62,571 shares; 2025Q2: 59,520 shares; 2025Q3: 15,584 shares 15,584 $1.62M 0.04% -43,936 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: 17,820 shares; 2024Q4: 13,994 shares; 2025Q1: 14,035 shares; 2025Q2: 11,420 shares; 2025Q3: 5,850 shares 5,850 $1.6M 0.04% -5,570 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,237 shares; 2024Q4: 36,742 shares; 2025Q1: 25,010 shares; 2025Q2: 22,498 shares; 2025Q3: 20,799 shares 20,799 $1.58M 0.04% -1,699 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: 20,853 shares; 2024Q4: 22,937 shares; 2025Q1: 18,682 shares; 2025Q2: 17,420 shares; 2025Q3: 7,726 shares 7,726 $1.58M 0.04% -9,694 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,495 shares; 2024Q4: 19,495 shares; 2025Q1: 19,495 shares; 2025Q2: 19,495 shares; 2025Q3: 19,495 shares 19,495 $1.58M 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 36,459 shares; 2025Q1: 35,423 shares; 2025Q2: 36,580 shares; 2025Q3: 12,609 shares 12,609 $1.56M 0.04% -23,971 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,357 shares; 2024Q4: 18,491 shares; 2025Q1: 20,442 shares; 2025Q2: 18,509 shares; 2025Q3: 16,466 shares 16,466 $1.52M 0.04% -2,043 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 9,947 shares; 2025Q1: 7,528 shares; 2025Q2: 8,296 shares; 2025Q3: 7,500 shares 7,500 $1.47M 0.04% -796 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,511 shares; 2024Q4: 90,589 shares; 2025Q1: 89,159 shares; 2025Q2: 91,896 shares; 2025Q3: 85,000 shares 85,000 $1.47M 0.04% -6,896 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,604 shares; 2024Q4: 16,349 shares; 2025Q1: 17,830 shares; 2025Q2: 19,849 shares; 2025Q3: 18,903 shares 18,903 $1.44M 0.03% -946 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,794 shares; 2024Q4: 18,083 shares; 2025Q1: 17,666 shares; 2025Q2: 17,333 shares; 2025Q3: 16,713 shares 16,713 $1.42M 0.03% -620 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: 21,134 shares; 2024Q4: 30,511 shares; 2025Q1: 29,015 shares; 2025Q2: 29,369 shares; 2025Q3: 8,917 shares 8,917 $1.42M 0.03% -20,452 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: 7,053 shares; 2024Q4: 6,425 shares; 2025Q1: 5,801 shares; 2025Q2: 5,179 shares; 2025Q3: 4,257 shares 4,257 $1.4M 0.03% -922 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: 124 shares; 2024Q4: 3,470 shares; 2025Q1: not reported; 2025Q2: 2,882 shares; 2025Q3: 21,510 shares 21,510 $1.4M 0.03% +18,628 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: 43,749 shares; 2024Q4: 45,164 shares; 2025Q1: 46,773 shares; 2025Q2: 40,102 shares; 2025Q3: 25,947 shares 25,947 $1.4M 0.03% -14,155 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: 18,660 shares; 2024Q4: 19,933 shares; 2025Q1: 18,851 shares; 2025Q2: 18,191 shares; 2025Q3: 12,535 shares 12,535 $1.39M 0.03% -5,656 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: 7,419 shares; 2024Q4: 8,191 shares; 2025Q1: 6,204 shares; 2025Q2: 6,175 shares; 2025Q3: 2,777 shares 2,777 $1.39M 0.03% -3,398 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: 12,352 shares; 2024Q4: 11,441 shares; 2025Q1: 10,724 shares; 2025Q2: 10,662 shares; 2025Q3: 8,982 shares 8,982 $1.39M 0.03% -1,680 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: 8,640 shares; 2024Q4: 10,339 shares; 2025Q1: 10,139 shares; 2025Q2: 10,207 shares; 2025Q3: 6,823 shares 6,823 $1.38M 0.03% -3,384 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,215 shares; 2024Q4: 18,765 shares; 2025Q1: 18,796 shares; 2025Q2: 18,844 shares; 2025Q3: 18,648 shares 18,648 $1.37M 0.03% -196 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,344 shares; 2024Q4: 16,664 shares; 2025Q1: 16,675 shares; 2025Q2: 16,539 shares; 2025Q3: 15,081 shares 15,081 $1.33M 0.03% -1,458 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,609 shares; 2024Q4: 92,384 shares; 2025Q1: 92,384 shares; 2025Q2: 92,384 shares; 2025Q3: 65,029 shares 65,029 $1.33M 0.03% -27,355 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: 34,717 shares; 2024Q4: 34,608 shares; 2025Q1: 29,584 shares; 2025Q2: 29,655 shares; 2025Q3: 22,229 shares 22,229 $1.33M 0.03% -7,426 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,064 shares; 2024Q4: 13,717 shares; 2025Q1: 11,240 shares; 2025Q2: 9,950 shares; 2025Q3: 8,899 shares 8,899 $1.31M 0.03% -1,051 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: 10,704 shares; 2024Q4: 10,699 shares; 2025Q1: 10,697 shares; 2025Q2: 10,660 shares; 2025Q3: 10,972 shares 10,972 $1.29M 0.03% +312 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: 29,493 shares; 2024Q4: 27,654 shares; 2025Q1: 35,852 shares; 2025Q2: 28,084 shares; 2025Q3: 20,399 shares 20,399 $1.29M 0.03% -7,685 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: 4,990 shares; 2024Q4: 6,380 shares; 2025Q1: 3,546 shares; 2025Q2: 3,740 shares; 2025Q3: 3,041 shares 3,041 $1.28M 0.03% -699 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: 884 shares; 2024Q4: 914 shares; 2025Q1: 1,948 shares; 2025Q2: 2,430 shares; 2025Q3: 5,382 shares 5,382 $1.26M 0.03% +2,952 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: 23,899 shares; 2024Q4: 24,310 shares; 2025Q1: 28,675 shares; 2025Q2: 26,200 shares; 2025Q3: 14,820 shares 14,820 $1.25M 0.03% -11,380 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,552 shares; 2024Q4: 41,552 shares; 2025Q1: 41,552 shares; 2025Q2: 43,400 shares; 2025Q3: 43,400 shares 43,400 $1.24M 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,217 shares; 2024Q4: 18,289 shares; 2025Q1: 18,364 shares; 2025Q2: 19,452 shares; 2025Q3: 15,170 shares 15,170 $1.22M 0.03% -4,282 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: 11,435 shares; 2024Q4: 16,620 shares; 2025Q1: 16,803 shares; 2025Q2: 15,811 shares; 2025Q3: 5,540 shares 5,540 $1.22M 0.03% -10,271 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: 12,711 shares; 2024Q4: 13,186 shares; 2025Q1: 12,822 shares; 2025Q2: 12,844 shares; 2025Q3: 10,387 shares 10,387 $1.2M 0.03% -2,457 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,693 shares; 2024Q4: 8,693 shares; 2025Q1: 8,693 shares; 2025Q2: 8,716 shares; 2025Q3: 8,416 shares 8,416 $1.18M 0.03% -300 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,843 shares; 2024Q4: 37,686 shares; 2025Q1: 37,686 shares; 2025Q2: 37,686 shares; 2025Q3: 37,686 shares 37,686 $1.17M 0.03% 0 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: 11,705 shares; 2024Q4: 11,882 shares; 2025Q1: 11,962 shares; 2025Q2: 11,380 shares; 2025Q3: 4,119 shares 4,119 $1.16M 0.03% -7,261 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: 9,128 shares; 2024Q4: 9,993 shares; 2025Q1: 9,274 shares; 2025Q2: 9,185 shares; 2025Q3: 7,623 shares 7,623 $1.16M 0.03% -1,562 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 11,776 shares; 2025Q1: 11,762 shares; 2025Q2: 12,747 shares; 2025Q3: 10,099 shares 10,099 $1.15M 0.03% -2,648 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: 33,777 shares; 2024Q4: 22,416 shares; 2025Q1: 19,943 shares; 2025Q2: 17,938 shares; 2025Q3: 13,681 shares 13,681 $1.14M 0.03% -4,257 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: 9,373 shares; 2024Q4: 12,507 shares; 2025Q1: 12,447 shares; 2025Q2: 12,458 shares; 2025Q3: 7,994 shares 7,994 $1.14M 0.03% -4,464 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,421 shares; 2024Q4: 12,494 shares; 2025Q1: 12,375 shares; 2025Q2: 12,485 shares; 2025Q3: 9,902 shares 9,902 $1.13M 0.03% -2,583 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: 1,550 shares; 2024Q4: 1,706 shares; 2025Q1: 851 shares; 2025Q2: 767 shares; 2025Q3: 210 shares 210 $1.13M 0.03% -557 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: 45,276 shares; 2024Q4: 55,588 shares; 2025Q1: 53,207 shares; 2025Q2: 58,064 shares; 2025Q3: 16,974 shares 16,974 $1.12M 0.03% -41,090 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,642 shares; 2024Q4: 33,642 shares; 2025Q1: 33,642 shares; 2025Q2: 33,642 shares; 2025Q3: 33,642 shares 33,642 $1.12M 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,531 shares; 2024Q4: 14,778 shares; 2025Q1: 14,155 shares; 2025Q2: 16,444 shares; 2025Q3: 15,306 shares 15,306 $1.12M 0.03% -1,138 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: 44,819 shares; 2024Q4: 36,899 shares; 2025Q1: 35,583 shares; 2025Q2: 35,917 shares; 2025Q3: 22,969 shares 22,969 $1.11M 0.03% -12,948 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,882 shares; 2025Q2: 8,403 shares; 2025Q3: 9,872 shares 9,872 $1.11M 0.03% +1,469 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 87,000 shares; 2025Q1: 87,000 shares; 2025Q2: 87,000 shares; 2025Q3: 87,000 shares 87,000 $1.1M 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,487 shares; 2024Q4: 27,846 shares; 2025Q1: 26,518 shares; 2025Q2: 27,144 shares; 2025Q3: 21,517 shares 21,517 $1.08M 0.03% -5,627 Timeline EWJ 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: 23,077 shares; 2024Q4: 23,704 shares; 2025Q1: 23,661 shares; 2025Q2: 21,550 shares; 2025Q3: 13,492 shares 13,492 $1.08M 0.03% -8,058 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,014 shares; 2024Q4: 32,222 shares; 2025Q1: 32,532 shares; 2025Q2: 29,621 shares; 2025Q3: 3,872 shares 3,872 $1.08M 0.03% -25,749 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: 10,344 shares; 2024Q4: 8,590 shares; 2025Q1: 8,366 shares; 2025Q2: 8,039 shares; 2025Q3: 5,515 shares 5,515 $1.08M 0.03% -2,524 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 8,097 shares; 2025Q1: 14,209 shares; 2025Q2: 10,290 shares; 2025Q3: 5,460 shares 5,460 $1.07M 0.03% -4,830 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,993 shares; 2024Q4: 123,974 shares; 2025Q1: 134,003 shares; 2025Q2: 134,003 shares; 2025Q3: 134,061 shares 134,061 $1.07M 0.03% +58 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: 26,184 shares; 2024Q4: 19,670 shares; 2025Q1: 18,199 shares; 2025Q2: 18,702 shares; 2025Q3: 11,169 shares 11,169 $1.06M 0.03% -7,533 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: 5,303 shares; 2024Q4: 6,224 shares; 2025Q1: 5,866 shares; 2025Q2: 6,155 shares; 2025Q3: 4,505 shares 4,505 $1.03M 0.02% -1,650 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: 20,685 shares; 2024Q4: 19,836 shares; 2025Q1: 19,509 shares; 2025Q2: 21,095 shares; 2025Q3: 7,243 shares 7,243 $1.03M 0.02% -13,852 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,947 shares; 2024Q4: 29,337 shares; 2025Q1: 31,889 shares; 2025Q2: 30,069 shares; 2025Q3: 20,372 shares 20,372 $1.03M 0.02% -9,697 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: 21,811 shares; 2024Q4: 21,521 shares; 2025Q1: 22,127 shares; 2025Q2: 22,790 shares; 2025Q3: 6,028 shares 6,028 $1.02M 0.02% -16,762 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: 4,134 shares; 2024Q4: 4,257 shares; 2025Q1: 4,693 shares; 2025Q2: 12,680 shares; 2025Q3: 4,740 shares 4,740 $1.01M 0.02% -7,940 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: 6,196 shares; 2024Q4: 6,559 shares; 2025Q1: 12,678 shares; 2025Q2: 11,796 shares; 2025Q3: 10,215 shares 10,215 $1.01M 0.02% -1,581 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,169 shares; 2024Q4: 40,365 shares; 2025Q1: 39,978 shares; 2025Q2: 34,836 shares; 2025Q3: 26,861 shares 26,861 $998K 0.02% -7,975 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: 7,165 shares; 2024Q4: 6,790 shares; 2025Q1: 6,994 shares; 2025Q2: 5,845 shares; 2025Q3: 3,249 shares 3,249 $992K 0.02% -2,596 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: 13,581 shares; 2024Q4: 15,903 shares; 2025Q1: 14,384 shares; 2025Q2: 8,668 shares; 2025Q3: 4,558 shares 4,558 $984K 0.02% -4,110 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: 42,599 shares; 2024Q4: 37,808 shares; 2025Q1: 37,424 shares; 2025Q2: 37,406 shares; 2025Q3: 31,005 shares 31,005 $980K 0.02% -6,401 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: 42,256 shares; 2024Q4: 40,280 shares; 2025Q1: 44,368 shares; 2025Q2: 42,967 shares; 2025Q3: 18,390 shares 18,390 $975K 0.02% -24,577 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: 9,286 shares; 2024Q4: 11,754 shares; 2025Q1: 11,666 shares; 2025Q2: 10,744 shares; 2025Q3: 3,487 shares 3,487 $974K 0.02% -7,257 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: 54,012 shares; 2024Q4: 52,170 shares; 2025Q1: 50,890 shares; 2025Q2: 48,352 shares; 2025Q3: 42,052 shares 42,052 $964K 0.02% -6,300 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: 4,841 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 4,811 shares 4,811 $951K 0.02% -1 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: 4,727 shares; 2024Q4: 4,673 shares; 2025Q1: 4,534 shares; 2025Q2: 4,576 shares; 2025Q3: 1,904 shares 1,904 $950K 0.02% -2,672 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,749 shares; 2025Q1: 5,567 shares; 2025Q2: 5,475 shares; 2025Q3: 2,639 shares 2,639 $941K 0.02% -2,836 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: 555,661 shares; 2024Q4: 564,332 shares; 2025Q1: 566,070 shares; 2025Q2: 567,125 shares; 2025Q3: 2,096 shares 2,096 $937K 0.02% -565,029 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: 5,097 shares; 2024Q4: 5,143 shares; 2025Q1: 1,401 shares; 2025Q2: 2,842 shares; 2025Q3: 2,695 shares 2,695 $934K 0.02% -147 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 13,249 shares; 2025Q1: 10,918 shares; 2025Q2: 11,253 shares; 2025Q3: 10,085 shares 10,085 $922K 0.02% -1,168 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 2,190 shares; 2025Q1: 2,216 shares; 2025Q2: 2,593 shares; 2025Q3: 952 shares 952 $922K 0.02% -1,641 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 7,832 shares; 2025Q1: 11,283 shares; 2025Q2: 11,611 shares; 2025Q3: 6,162 shares 6,162 $916K 0.02% -5,449 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: 28,583 shares; 2024Q4: 28,337 shares; 2025Q1: 27,898 shares; 2025Q2: 9,444 shares; 2025Q3: 8,529 shares 8,529 $909K 0.02% -915 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 11,072 shares; 2025Q1: 8,233 shares; 2025Q2: 7,553 shares; 2025Q3: 7,301 shares 7,301 $900K 0.02% -252 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: 8,649 shares; 2024Q4: 9,318 shares; 2025Q1: 9,447 shares; 2025Q2: 6,639 shares; 2025Q3: 6,325 shares 6,325 $890K 0.02% -314 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,630 shares; 2024Q4: 22,630 shares; 2025Q1: 22,630 shares; 2025Q2: 22,570 shares; 2025Q3: 9,870 shares 9,870 $886K 0.02% -12,700 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: 17,062 shares; 2024Q4: 16,263 shares; 2025Q1: 14,637 shares; 2025Q2: 14,147 shares; 2025Q3: 12,090 shares 12,090 $883K 0.02% -2,057 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,226 shares; 2025Q1: 6,136 shares; 2025Q2: 6,125 shares; 2025Q3: 4,695 shares 4,695 $881K 0.02% -1,430 Timeline BOND 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: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,145 shares; 2025Q2: 9,145 shares; 2025Q3: 9,145 shares 9,145 $854K 0.02% 0 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,477 shares; 2024Q4: 27,477 shares; 2025Q1: 27,477 shares; 2025Q2: 27,465 shares; 2025Q3: 27,485 shares 27,485 $836K 0.02% +20 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: 6,949 shares; 2024Q4: 6,211 shares; 2025Q1: 4,683 shares; 2025Q2: 4,497 shares; 2025Q3: 2,367 shares 2,367 $835K 0.02% -2,130 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 16,142 shares; 2025Q1: 29,892 shares; 2025Q2: 29,800 shares; 2025Q3: 29,800 shares 29,800 $825K 0.02% 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: 11,833 shares; 2024Q4: 14,369 shares; 2025Q1: 13,591 shares; 2025Q2: 14,869 shares; 2025Q3: 3,332 shares 3,332 $823K 0.02% -11,537 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 11,554 shares; 2025Q1: 10,754 shares; 2025Q2: 10,668 shares; 2025Q3: 7,919 shares 7,919 $813K 0.02% -2,749 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,838 shares; 2024Q4: 72,589 shares; 2025Q1: 68,978 shares; 2025Q2: 64,249 shares; 2025Q3: 23,314 shares 23,314 $801K 0.02% -40,935 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: 38,191 shares; 2024Q4: 43,870 shares; 2025Q1: 43,875 shares; 2025Q2: 49,337 shares; 2025Q3: 7,750 shares 7,750 $787K 0.02% -41,587 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,976 shares; 2024Q4: 16,120 shares; 2025Q1: 16,114 shares; 2025Q2: 15,131 shares; 2025Q3: 9,920 shares 9,920 $777K 0.02% -5,211 Timeline SHE 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: 8,445 shares; 2024Q4: 8,445 shares; 2025Q1: 6,092 shares; 2025Q2: 6,088 shares; 2025Q3: 6,088 shares 6,088 $776K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,218 shares; 2024Q4: 23,940 shares; 2025Q1: 23,257 shares; 2025Q2: 24,920 shares; 2025Q3: 22,409 shares 22,409 $772K 0.02% -2,511 Timeline VSGX 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: 14,511 shares; 2024Q4: 14,511 shares; 2025Q1: 11,092 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares 11,092 $769K 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: 32,939 shares; 2024Q4: 15,652 shares; 2025Q1: 14,731 shares; 2025Q2: 14,999 shares; 2025Q3: 10,156 shares 10,156 $766K 0.02% -4,843 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: 9,249 shares; 2024Q4: 9,742 shares; 2025Q1: 9,315 shares; 2025Q2: 7,998 shares; 2025Q3: 3,566 shares 3,566 $765K 0.02% -4,432 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: 6,663 shares; 2024Q4: 6,631 shares; 2025Q1: 5,408 shares; 2025Q2: 5,483 shares; 2025Q3: 3,188 shares 3,188 $763K 0.02% -2,295 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: 7,730 shares; 2024Q4: 15,635 shares; 2025Q1: 14,609 shares; 2025Q2: 14,372 shares; 2025Q3: 3,747 shares 3,747 $763K 0.02% -10,625 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 12,259 shares; 2025Q1: 12,826 shares; 2025Q2: 14,132 shares; 2025Q3: 11,468 shares 11,468 $756K 0.02% -2,664 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: 8,161 shares; 2024Q4: 7,790 shares; 2025Q1: 7,462 shares; 2025Q2: 7,161 shares; 2025Q3: 4,918 shares 4,918 $749K 0.02% -2,243 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 3,978 shares; 2025Q1: 3,875 shares; 2025Q2: 4,069 shares; 2025Q3: 2,857 shares 2,857 $744K 0.02% -1,212 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: 6,628 shares; 2024Q4: 6,729 shares; 2025Q1: 6,753 shares; 2025Q2: 6,604 shares; 2025Q3: 3,557 shares 3,557 $742K 0.02% -3,047 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: 16,279 shares; 2024Q4: 14,589 shares; 2025Q1: 16,439 shares; 2025Q2: 17,785 shares; 2025Q3: 12,132 shares 12,132 $738K 0.02% -5,653 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,693 shares; 2024Q4: 139,472 shares; 2025Q1: 252,600 shares; 2025Q2: 32,026 shares; 2025Q3: 9,978 shares 9,978 $733K 0.02% -22,048 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,718 shares; 2025Q1: 14,718 shares; 2025Q2: 14,718 shares; 2025Q3: 9,592 shares 9,592 $729K 0.02% -5,126 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: 17,538 shares; 2024Q4: 17,513 shares; 2025Q1: 9,640 shares; 2025Q2: 10,507 shares; 2025Q3: 3,945 shares 3,945 $720K 0.02% -6,562 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,101 shares; 2025Q1: 3,236 shares; 2025Q2: 3,360 shares; 2025Q3: 2,097 shares 2,097 $715K 0.02% -1,263 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,486 shares; 2024Q4: 22,491 shares; 2025Q1: 22,455 shares; 2025Q2: 22,565 shares; 2025Q3: 8,800 shares 8,800 $672K 0.02% -13,765 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: 5,143 shares; 2024Q4: 5,325 shares; 2025Q1: 9,080 shares; 2025Q2: 9,413 shares; 2025Q3: 7,827 shares 7,827 $658K 0.02% -1,586 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,185 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 7,755 shares 7,755 $656K 0.02% +4,570 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,999 shares; 2024Q4: 19,881 shares; 2025Q1: 17,333 shares; 2025Q2: 18,895 shares; 2025Q3: 11,779 shares 11,779 $654K 0.02% -7,116 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 11,002 shares; 2025Q1: 10,181 shares; 2025Q2: 10,274 shares; 2025Q3: 6,761 shares 6,761 $652K 0.02% -3,513 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,575 shares; 2024Q4: 15,184 shares; 2025Q1: 15,183 shares; 2025Q2: 10,595 shares; 2025Q3: 6,753 shares 6,753 $652K 0.02% -3,842 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 12,516 shares; 2025Q1: 10,606 shares; 2025Q2: 10,466 shares; 2025Q3: 11,284 shares 11,284 $652K 0.02% +818 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,248 shares; 2024Q4: 19,214 shares; 2025Q1: 19,063 shares; 2025Q2: 17,815 shares; 2025Q3: 15,044 shares 15,044 $649K 0.02% -2,771 Timeline GNR 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: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares 10,800 $639K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,250 shares; 2024Q4: 34,139 shares; 2025Q1: 35,704 shares; 2025Q2: 39,943 shares; 2025Q3: 8,510 shares 8,510 $633K 0.02% -31,433 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 12,540 shares; 2025Q1: 12,539 shares; 2025Q2: 11,269 shares; 2025Q3: 9,208 shares 9,208 $631K 0.02% -2,061 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,189 shares; 2024Q4: 10,607 shares; 2025Q1: 10,263 shares; 2025Q2: 9,400 shares; 2025Q3: 7,525 shares 7,525 $628K 0.02% -1,875 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,783 shares; 2024Q4: 20,783 shares; 2025Q1: 20,783 shares; 2025Q2: 20,804 shares; 2025Q3: 20,783 shares 20,783 $623K 0.02% -21 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: 11,278 shares; 2024Q4: 10,563 shares; 2025Q1: 9,288 shares; 2025Q2: 10,114 shares; 2025Q3: 8,275 shares 8,275 $621K 0.01% -1,839 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares 2,110 $621K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 37,892 shares; 2025Q1: 40,804 shares; 2025Q2: 37,935 shares; 2025Q3: 10,095 shares 10,095 $615K 0.01% -27,840 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,771 shares; 2024Q4: 10,576 shares; 2025Q1: 10,526 shares; 2025Q2: 8,638 shares; 2025Q3: 2,261 shares 2,261 $615K 0.01% -6,377 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,191 shares; 2025Q1: 4,011 shares; 2025Q2: 3,991 shares; 2025Q3: 3,775 shares 3,775 $612K 0.01% -216 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: 6,916 shares; 2024Q4: 10,814 shares; 2025Q1: 8,783 shares; 2025Q2: 7,121 shares; 2025Q3: 2,968 shares 2,968 $609K 0.01% -4,153 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,589 shares; 2024Q4: 25,613 shares; 2025Q1: 25,561 shares; 2025Q2: 24,525 shares; 2025Q3: 24,277 shares 24,277 $602K 0.01% -248 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD 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 $601K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,272 shares; 2025Q1: 4,304 shares; 2025Q2: 4,304 shares; 2025Q3: 4,154 shares 4,154 $597K 0.01% -150 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 6,219 shares; 2025Q1: 8,132 shares; 2025Q2: 5,051 shares; 2025Q3: 4,748 shares 4,748 $595K 0.01% -303 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,683 shares; 2025Q1: 13,203 shares; 2025Q2: 14,683 shares; 2025Q3: 12,758 shares 12,758 $592K 0.01% -1,925 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 31,050 shares; 2025Q1: 30,810 shares; 2025Q2: 32,510 shares; 2025Q3: 31,760 shares 31,760 $592K 0.01% -750 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,220 shares; 2025Q1: 8,250 shares; 2025Q2: 9,654 shares; 2025Q3: 7,456 shares 7,456 $580K 0.01% -2,198 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,669 shares; 2024Q4: 14,669 shares; 2025Q1: 14,669 shares; 2025Q2: 14,669 shares; 2025Q3: 11,569 shares 11,569 $578K 0.01% -3,100 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,522 shares; 2024Q4: 190,663 shares; 2025Q1: 190,663 shares; 2025Q2: 190,663 shares; 2025Q3: 189,522 shares 189,522 $576K 0.01% -1,141 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: 24,970 shares; 2024Q4: 24,362 shares; 2025Q1: 22,977 shares; 2025Q2: 26,053 shares; 2025Q3: 16,167 shares 16,167 $574K 0.01% -9,886 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,871 shares; 2024Q4: 22,093 shares; 2025Q1: 21,895 shares; 2025Q2: 19,670 shares; 2025Q3: 4,731 shares 4,731 $572K 0.01% -14,939 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: 4,571 shares; 2024Q4: 3,713 shares; 2025Q1: 3,630 shares; 2025Q2: 3,539 shares; 2025Q3: 1,771 shares 1,771 $572K 0.01% -1,768 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: 5,634 shares; 2024Q4: 5,548 shares; 2025Q1: 5,326 shares; 2025Q2: 5,363 shares; 2025Q3: 5,197 shares 5,197 $564K 0.01% -166 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 6,403 shares; 2025Q2: 5,919 shares; 2025Q3: 5,716 shares 5,716 $564K 0.01% -203 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,824 shares; 2024Q4: 10,704 shares; 2025Q1: 9,704 shares; 2025Q2: 9,554 shares; 2025Q3: 9,240 shares 9,240 $559K 0.01% -314 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: 4,703 shares; 2024Q4: 4,746 shares; 2025Q1: 4,641 shares; 2025Q2: 4,791 shares; 2025Q3: 1,137 shares 1,137 $558K 0.01% -3,654 Timeline GDXJ 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares 5,600 $555K 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: 18,731 shares; 2024Q4: 11,036 shares; 2025Q1: 10,151 shares; 2025Q2: 7,736 shares; 2025Q3: 5,168 shares 5,168 $552K 0.01% -2,568 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: 5,252 shares; 2024Q4: 5,443 shares; 2025Q1: 5,483 shares; 2025Q2: 5,823 shares; 2025Q3: 1,194 shares 1,194 $546K 0.01% -4,629 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,777 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,617 shares; 2025Q3: 4,950 shares 4,950 $536K 0.01% -667 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: 78,763 shares; 2024Q4: 77,813 shares; 2025Q1: 73,577 shares; 2025Q2: 69,977 shares; 2025Q3: 5,419 shares 5,419 $531K 0.01% -64,558 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 18,210 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares 18,210 $530K 0.01% 0 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: 2,566 shares; 2024Q4: 2,619 shares; 2025Q1: 2,658 shares; 2025Q2: 2,770 shares; 2025Q3: 867 shares 867 $528K 0.01% -1,903 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,475 shares; 2024Q4: 23,475 shares; 2025Q1: 23,475 shares; 2025Q2: 23,472 shares; 2025Q3: 23,472 shares 23,472 $527K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,274 shares; 2024Q4: 19,679 shares; 2025Q1: 19,698 shares; 2025Q2: 20,815 shares; 2025Q3: 15,028 shares 15,028 $527K 0.01% -5,787 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: 14,387 shares; 2024Q4: 17,977 shares; 2025Q1: 27,344 shares; 2025Q2: 24,336 shares; 2025Q3: 5,843 shares 5,843 $524K 0.01% -18,493 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: 129,835 shares; 2024Q4: 26,817 shares; 2025Q1: 40,411 shares; 2025Q2: 14,441 shares; 2025Q3: 5,673 shares 5,673 $519K 0.01% -8,768 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: 8,211 shares; 2024Q4: 9,628 shares; 2025Q1: 7,587 shares; 2025Q2: 7,833 shares; 2025Q3: 1,472 shares 1,472 $517K 0.01% -6,361 Timeline CNRG 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: 6,164 shares; 2024Q4: 6,164 shares; 2025Q1: 6,237 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares 6,101 $514K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,269 shares; 2025Q1: 16,139 shares; 2025Q2: 12,887 shares; 2025Q3: 3,493 shares 3,493 $509K 0.01% -9,394 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,966 shares; 2024Q4: 20,966 shares; 2025Q1: 20,966 shares; 2025Q2: 20,966 shares; 2025Q3: 20,966 shares 20,966 $507K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 11,307 shares; 2025Q1: 11,307 shares; 2025Q2: 11,207 shares; 2025Q3: 11,207 shares 11,207 $501K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 3,222 shares; 2025Q1: 3,357 shares; 2025Q2: 2,814 shares; 2025Q3: 1,313 shares 1,313 $495K 0.01% -1,501 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,433 shares; 2025Q1: 4,080 shares; 2025Q2: 2,370 shares; 2025Q3: 1,016 shares 1,016 $494K 0.01% -1,354 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,665 shares; 2025Q2: 6,652 shares; 2025Q3: 6,280 shares 6,280 $494K 0.01% -372 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,490 shares; 2024Q4: 32,259 shares; 2025Q1: 19,866 shares; 2025Q2: 20,849 shares; 2025Q3: 20,578 shares 20,578 $493K 0.01% -271 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,401 shares; 2025Q1: 5,010 shares; 2025Q2: 3,856 shares; 2025Q3: 3,381 shares 3,381 $493K 0.01% -475 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,363 shares; 2024Q4: 28,812 shares; 2025Q1: 30,430 shares; 2025Q2: 35,206 shares; 2025Q3: 6,598 shares 6,598 $491K 0.01% -28,608 Timeline ACWI 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: 23,694 shares; 2024Q4: 23,870 shares; 2025Q1: 23,694 shares; 2025Q2: 10,319 shares; 2025Q3: 3,550 shares 3,550 $491K 0.01% -6,769 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,362 shares; 2024Q4: 25,241 shares; 2025Q1: 21,829 shares; 2025Q2: 66,689 shares; 2025Q3: 59,918 shares 59,918 $490K 0.01% -6,771 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: 5,369 shares; 2024Q4: 5,628 shares; 2025Q1: 5,472 shares; 2025Q2: 2,225 shares; 2025Q3: 1,518 shares 1,518 $486K 0.01% -707 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 14,341 shares; 2025Q1: 14,353 shares; 2025Q2: 15,123 shares; 2025Q3: 4,133 shares 4,133 $473K 0.01% -10,990 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: 25,130 shares; 2024Q4: 24,981 shares; 2025Q1: 17,529 shares; 2025Q2: 5,589 shares; 2025Q3: 508 shares 508 $468K 0.01% -5,081 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 7,715 shares; 2025Q1: 8,324 shares; 2025Q2: 7,185 shares; 2025Q3: 5,696 shares 5,696 $464K 0.01% -1,489 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,715 shares; 2024Q4: 14,316 shares; 2025Q1: 9,275 shares; 2025Q2: 12,229 shares; 2025Q3: 2,946 shares 2,946 $464K 0.01% -9,283 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: 10,221 shares; 2024Q4: 10,484 shares; 2025Q1: 10,630 shares; 2025Q2: 11,535 shares; 2025Q3: 6,908 shares 6,908 $463K 0.01% -4,627 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,403 shares; 2025Q1: 1,848 shares; 2025Q2: 1,812 shares; 2025Q3: 1,815 shares 1,815 $461K 0.01% +3 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 4,520 shares 4,520 $461K 0.01% -2,521 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 12,625 shares; 2025Q1: 12,625 shares; 2025Q2: 12,625 shares; 2025Q3: 8,030 shares 8,030 $457K 0.01% -4,595 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: 816 shares; 2024Q4: 798 shares; 2025Q1: 790 shares; 2025Q2: 860 shares; 2025Q3: 479 shares 479 $456K 0.01% -381 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: 11,261 shares; 2024Q4: 11,727 shares; 2025Q1: 11,294 shares; 2025Q2: 11,257 shares; 2025Q3: 3,459 shares 3,459 $454K 0.01% -7,798 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 2,185 shares 2,185 $452K 0.01% +1,216 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 5,101 shares; 2025Q1: 4,987 shares; 2025Q2: 5,321 shares; 2025Q3: 3,718 shares 3,718 $451K 0.01% -1,603 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,714 shares; 2024Q4: 45,146 shares; 2025Q1: 34,824 shares; 2025Q2: 37,584 shares; 2025Q3: 27,770 shares 27,770 $451K 0.01% -9,814 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,079 shares; 2025Q1: 3,797 shares; 2025Q2: 4,095 shares; 2025Q3: 2,584 shares 2,584 $447K 0.01% -1,511 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 2,901 shares; 2025Q1: 2,809 shares; 2025Q2: 5,252 shares; 2025Q3: 2,786 shares 2,786 $445K 0.01% -2,466 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: 7,659 shares; 2024Q4: 7,870 shares; 2025Q1: 9,572 shares; 2025Q2: 6,357 shares; 2025Q3: 2,834 shares 2,834 $445K 0.01% -3,523 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,238 shares 2,238 $439K 0.01% -30 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: 5,730 shares; 2024Q4: 5,873 shares; 2025Q1: 5,856 shares; 2025Q2: 6,822 shares; 2025Q3: 5,257 shares 5,257 $434K 0.01% -1,565 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 6,827 shares; 2025Q1: 6,388 shares; 2025Q2: 4,697 shares; 2025Q3: 2,283 shares 2,283 $428K 0.01% -2,414 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,559 shares; 2024Q4: 12,156 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,100 shares 3,100 $428K 0.01% -37 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,663 shares; 2025Q1: 11,874 shares; 2025Q2: 9,301 shares; 2025Q3: 4,961 shares 4,961 $428K 0.01% -4,340 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,608 shares; 2024Q4: 21,908 shares; 2025Q1: not reported; 2025Q2: 1,517 shares; 2025Q3: 1,850 shares 1,850 $425K 0.01% +333 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 11,776 shares; 2025Q1: 11,672 shares; 2025Q2: 6,200 shares; 2025Q3: 5,181 shares 5,181 $423K 0.01% -1,019 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,394 shares; 2025Q1: 7,138 shares; 2025Q2: 6,815 shares; 2025Q3: 4,200 shares 4,200 $422K 0.01% -2,615 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,657 shares; 2025Q1: 4,657 shares; 2025Q2: 4,316 shares; 2025Q3: 3,980 shares 3,980 $416K 0.01% -336 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares 4,400 $408K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO 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: 1,138 shares; 2025Q1: 1,000 shares; 2025Q2: 1,210 shares; 2025Q3: 3,150 shares 3,150 $407K 0.01% +1,940 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: 951 shares; 2024Q4: 2,090 shares; 2025Q1: 1,915 shares; 2025Q2: 1,976 shares; 2025Q3: 625 shares 625 $406K 0.01% -1,351 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,396 shares; 2025Q1: 4,408 shares; 2025Q2: 4,375 shares; 2025Q3: 4,281 shares 4,281 $404K 0.01% -94 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,038 shares; 2025Q1: 7,641 shares; 2025Q2: 6,565 shares; 2025Q3: 4,213 shares 4,213 $402K 0.01% -2,352 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,029 shares; 2024Q4: 17,190 shares; 2025Q1: 17,214 shares; 2025Q2: 17,266 shares; 2025Q3: 3,332 shares 3,332 $402K 0.01% -13,934 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: 3,190 shares; 2024Q4: 2,545 shares; 2025Q1: 2,288 shares; 2025Q2: 2,608 shares; 2025Q3: 2,343 shares 2,343 $400K 0.01% -265 Timeline ADCT ADC THERAPEUTICS SA More: the full row for ADC THERAPEUTICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares 100,000 $400K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,576 shares; 2025Q1: 3,739 shares; 2025Q2: 3,670 shares; 2025Q3: 2,425 shares 2,425 $399K 0.01% -1,245 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: 3,942 shares; 2024Q4: 3,942 shares; 2025Q1: 3,946 shares; 2025Q2: 3,797 shares; 2025Q3: 1,535 shares 1,535 $398K 0.01% -2,262 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 26,472 shares; 2025Q1: 26,472 shares; 2025Q2: 26,472 shares; 2025Q3: 16,000 shares 16,000 $398K 0.01% -10,472 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 1,870 shares; 2025Q2: 1,810 shares; 2025Q3: 1,770 shares 1,770 $395K 0.01% -40 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: 10,590 shares; 2024Q4: 10,596 shares; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares 9,258 $392K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,168 shares; 2025Q1: 2,281 shares; 2025Q2: 2,308 shares; 2025Q3: 1,287 shares 1,287 $383K 0.01% -1,021 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: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 4,979 shares; 2025Q2: 4,683 shares; 2025Q3: 1,771 shares 1,771 $380K 0.01% -2,912 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 6,843 shares; 2025Q1: 5,694 shares; 2025Q2: 3,827 shares; 2025Q3: 2,280 shares 2,280 $379K 0.01% -1,547 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,203 shares; 2025Q1: 7,436 shares; 2025Q2: 6,735 shares; 2025Q3: 4,492 shares 4,492 $379K 0.01% -2,243 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,459 shares; 2025Q1: 5,970 shares; 2025Q2: 6,158 shares; 2025Q3: 5,554 shares 5,554 $378K 0.01% -604 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: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares 4,440 $377K 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: 6,384 shares; 2024Q4: 3,716 shares; 2025Q1: 2,459 shares; 2025Q2: 2,085 shares; 2025Q3: 523 shares 523 $376K 0.01% -1,562 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: 16,095 shares; 2024Q4: 14,075 shares; 2025Q1: 9,576 shares; 2025Q2: 8,663 shares; 2025Q3: 2,317 shares 2,317 $375K 0.01% -6,346 Timeline FLBL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,154 shares; 2025Q3: 15,542 shares 15,542 $373K 0.01% -6,612 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 4,706 shares; 2025Q1: 4,709 shares; 2025Q2: 4,568 shares; 2025Q3: 4,998 shares 4,998 $372K 0.01% +430 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,436 shares; 2025Q1: 4,788 shares; 2025Q2: 5,421 shares; 2025Q3: 1,285 shares 1,285 $371K 0.01% -4,136 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,148 shares; 2025Q1: 2,196 shares; 2025Q2: 2,431 shares; 2025Q3: 2,071 shares 2,071 $367K 0.01% -360 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,811 shares; 2025Q1: 5,389 shares; 2025Q2: 4,834 shares; 2025Q3: 3,071 shares 3,071 $367K 0.01% -1,763 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,511 shares; 2025Q1: 7,430 shares; 2025Q2: 7,335 shares; 2025Q3: 7,216 shares 7,216 $364K 0.01% -119 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares 1,459 $361K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 8,096 shares; 2025Q1: 9,075 shares; 2025Q2: 10,469 shares; 2025Q3: 7,624 shares 7,624 $360K 0.01% -2,845 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,184 shares; 2024Q4: 31,004 shares; 2025Q1: 36,294 shares; 2025Q2: 36,294 shares; 2025Q3: 36,294 shares 36,294 $358K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,932 shares; 2025Q1: 6,000 shares; 2025Q2: 8,194 shares; 2025Q3: 3,761 shares 3,761 $357K 0.01% -4,433 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: 8,346 shares; 2024Q4: 8,810 shares; 2025Q1: 9,705 shares; 2025Q2: 8,727 shares; 2025Q3: 4,862 shares 4,862 $356K 0.01% -3,865 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: 2,122 shares; 2024Q4: 2,038 shares; 2025Q1: 1,896 shares; 2025Q2: 1,895 shares; 2025Q3: 1,762 shares 1,762 $353K 0.01% -133 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: 476 shares; 2024Q4: 358 shares; 2025Q1: 405 shares; 2025Q2: 487 shares; 2025Q3: 151 shares 151 $353K 0.01% -336 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 209 shares 209 $349K 0.01% +69 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: 24,787 shares; 2024Q4: 24,829 shares; 2025Q1: 22,597 shares; 2025Q2: 28,305 shares; 2025Q3: 14,130 shares 14,130 $347K 0.01% -14,175 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: 8,498 shares; 2024Q4: 8,264 shares; 2025Q1: 8,359 shares; 2025Q2: 8,792 shares; 2025Q3: 4,198 shares 4,198 $346K 0.01% -4,594 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,642 shares; 2024Q4: 13,389 shares; 2025Q1: 13,389 shares; 2025Q2: 10,009 shares; 2025Q3: 10,025 shares 10,025 $345K 0.01% +16 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,838 shares; 2025Q1: 4,933 shares; 2025Q2: 10,061 shares; 2025Q3: 1,329 shares 1,329 $343K 0.01% -8,732 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,495 shares; 2024Q4: 20,394 shares; 2025Q1: 9,849 shares; 2025Q2: 9,542 shares; 2025Q3: 2,482 shares 2,482 $334K 0.01% -7,060 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 4,468 shares; 2025Q1: 3,793 shares; 2025Q2: 3,649 shares; 2025Q3: 2,495 shares 2,495 $333K 0.01% -1,154 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,526 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 835 shares 835 $331K 0.01% -1,693 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: 4,439 shares; 2024Q4: 4,439 shares; 2025Q1: 2,939 shares; 2025Q2: 2,939 shares; 2025Q3: 4,531 shares 4,531 $328K 0.01% +1,592 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,658 shares; 2025Q1: 1,798 shares; 2025Q2: 3,072 shares; 2025Q3: 1,441 shares 1,441 $325K 0.01% -1,631 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,873 shares; 2024Q4: 14,873 shares; 2025Q1: 14,873 shares; 2025Q2: 14,650 shares; 2025Q3: 14,500 shares 14,500 $320K 0.01% -150 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,620 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,070 shares 1,070 $317K 0.01% -551 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: 7,669 shares; 2024Q4: 8,295 shares; 2025Q1: 8,240 shares; 2025Q2: 7,325 shares; 2025Q3: 1,636 shares 1,636 $315K 0.01% -5,689 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: 1,978 shares; 2024Q4: 1,914 shares; 2025Q1: 1,892 shares; 2025Q2: 2,071 shares; 2025Q3: 490 shares 490 $313K 0.01% -1,581 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 6,094 shares; 2025Q1: 6,127 shares; 2025Q2: 5,174 shares; 2025Q3: 5,487 shares 5,487 $312K 0.01% +313 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,120 shares; 2024Q4: 7,118 shares; 2025Q1: 5,871 shares; 2025Q2: 5,962 shares; 2025Q3: 5,210 shares 5,210 $311K 0.01% -752 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 253 shares; 2025Q1: 262 shares; 2025Q2: 277 shares; 2025Q3: 72 shares 72 $309K 0.01% -205 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 9,308 shares; 2025Q1: 9,308 shares; 2025Q2: 9,208 shares; 2025Q3: 5,300 shares 5,300 $309K 0.01% -3,908 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 7,707 shares; 2025Q1: 4,318 shares; 2025Q2: 10,280 shares; 2025Q3: 8,847 shares 8,847 $307K 0.01% -1,433 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 13,539 shares; 2025Q1: 13,539 shares; 2025Q2: 19,786 shares; 2025Q3: 19,786 shares 19,786 $306K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,508 shares; 2025Q1: 1,784 shares; 2025Q2: 1,704 shares; 2025Q3: 713 shares 713 $304K 0.01% -991 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,762 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares 3,762 $301K 0.01% 0 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: 2,000 shares; 2024Q4: 4,504 shares; 2025Q1: 4,429 shares; 2025Q2: 4,429 shares; 2025Q3: 3,066 shares 3,066 $300K 0.01% -1,363 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,742 shares 1,742 $300K 0.01% +445 Timeline