BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,592 shares; 2024Q4: 75,455 shares; 2025Q1: 70,472 shares; 2025Q2: 295,258 shares; 2025Q3: 211,581 shares 211,581 $19.4M 4.55% -83,677 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: 24,463 shares; 2024Q4: 23,604 shares; 2025Q1: 23,277 shares; 2025Q2: 23,383 shares; 2025Q3: 22,523 shares 22,523 $11.7M 2.73% -860 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: 12,851 shares; 2024Q4: 22,095 shares; 2025Q1: 28,616 shares; 2025Q2: 36,273 shares; 2025Q3: 61,224 shares 61,224 $11.4M 2.68% +24,951 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: 33,172 shares; 2024Q4: 42,647 shares; 2025Q1: 46,357 shares; 2025Q2: 43,281 shares; 2025Q3: 36,209 shares 36,209 $10.2M 2.39% -7,072 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: 71,963 shares; 2024Q4: 56,938 shares; 2025Q1: 54,966 shares; 2025Q2: not reported; 2025Q3: 43,158 shares 43,158 $9.48M 2.22% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,414 shares; 2024Q4: 18,744 shares; 2025Q1: 55,825 shares; 2025Q2: 168,969 shares; 2025Q3: 172,409 shares 172,409 $8.07M 1.89% +3,440 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: 21,590 shares; 2024Q4: 21,942 shares; 2025Q1: 21,652 shares; 2025Q2: 20,811 shares; 2025Q3: 17,965 shares 17,965 $6.13M 1.44% -2,846 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,035 shares; 2025Q3: 86,799 shares 86,799 $5.76M 1.35% +61,764 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,221 shares; 2024Q4: 45,501 shares; 2025Q1: 51,115 shares; 2025Q2: 53,952 shares; 2025Q3: 55,120 shares 55,120 $5.32M 1.25% +1,168 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: 51,824 shares; 2024Q4: 50,867 shares; 2025Q1: 47,243 shares; 2025Q2: 45,041 shares; 2025Q3: 34,754 shares 34,754 $5.16M 1.21% -10,287 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: 13,197 shares; 2024Q4: 15,455 shares; 2025Q1: 17,403 shares; 2025Q2: 19,808 shares; 2025Q3: 21,164 shares 21,164 $5.14M 1.21% +1,356 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: 10,078 shares; 2024Q4: 12,042 shares; 2025Q1: 13,540 shares; 2025Q2: 7,561 shares; 2025Q3: 7,465 shares 7,465 $5M 1.17% -96 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,986 shares 35,986 $4.96M 1.16% new 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: 5,893 shares; 2024Q4: 6,149 shares; 2025Q1: 4,180 shares; 2025Q2: 4,476 shares; 2025Q3: 4,074 shares 4,074 $4.88M 1.15% -402 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 38,827 shares; 2025Q1: 43,321 shares; 2025Q2: 45,592 shares; 2025Q3: 46,497 shares 46,497 $4.81M 1.13% +905 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: not reported; 2024Q4: 33,949 shares; 2025Q1: 62,070 shares; 2025Q2: 65,272 shares; 2025Q3: 64,907 shares 64,907 $4.77M 1.12% -365 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: 17,560 shares; 2024Q4: 18,040 shares; 2025Q1: 18,575 shares; 2025Q2: 19,341 shares; 2025Q3: 20,463 shares 20,463 $4.74M 1.11% +1,122 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: 1,910 shares; 2024Q4: 4,670 shares; 2025Q1: 6,171 shares; 2025Q2: 8,171 shares; 2025Q3: 10,532 shares 10,532 $4.68M 1.1% +2,361 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: 34,092 shares; 2024Q4: 33,368 shares; 2025Q1: 23,724 shares; 2025Q2: 23,304 shares; 2025Q3: 18,931 shares 18,931 $4.61M 1.08% -4,373 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: 962 shares; 2024Q4: 2,481 shares; 2025Q1: 3,578 shares; 2025Q2: 4,780 shares; 2025Q3: 6,269 shares 6,269 $4.6M 1.08% +1,489 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: 10,851 shares; 2024Q4: 10,719 shares; 2025Q1: 10,847 shares; 2025Q2: 11,181 shares; 2025Q3: 11,026 shares 11,026 $4.47M 1.05% -155 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: 54,311 shares; 2024Q4: 54,456 shares; 2025Q1: 50,128 shares; 2025Q2: 48,821 shares; 2025Q3: 46,539 shares 46,539 $4.43M 1.04% -2,282 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: 14,857 shares; 2024Q4: 14,728 shares; 2025Q1: 14,847 shares; 2025Q2: 15,225 shares; 2025Q3: 14,981 shares 14,981 $4.4M 1.03% -244 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: 11,652 shares; 2024Q4: 10,781 shares; 2025Q1: 9,988 shares; 2025Q2: 19,588 shares; 2025Q3: 17,744 shares 17,744 $4.38M 1.03% -1,844 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,101 shares; 2024Q4: 26,490 shares; 2025Q1: 26,727 shares; 2025Q2: 27,376 shares; 2025Q3: 26,730 shares 26,730 $4.27M 1% -646 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: 21,626 shares; 2024Q4: 22,197 shares; 2025Q1: 22,459 shares; 2025Q2: 18,880 shares; 2025Q3: 18,440 shares 18,440 $4.23M 0.99% -440 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: 35,932 shares; 2024Q4: 36,948 shares; 2025Q1: 36,971 shares; 2025Q2: 37,787 shares; 2025Q3: 36,835 shares 36,835 $4.22M 0.99% -952 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: 15,146 shares; 2024Q4: 15,427 shares; 2025Q1: 13,983 shares; 2025Q2: 14,376 shares; 2025Q3: 14,281 shares 14,281 $4.03M 0.94% -95 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,385 shares; 2024Q4: 21,944 shares; 2025Q1: 22,940 shares; 2025Q2: 23,922 shares; 2025Q3: 23,959 shares 23,959 $3.99M 0.93% +37 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: 12,045 shares; 2024Q4: 12,476 shares; 2025Q1: 12,284 shares; 2025Q2: 12,597 shares; 2025Q3: 13,079 shares 13,079 $3.97M 0.93% +482 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: 23,115 shares; 2024Q4: 34,916 shares; 2025Q1: 36,109 shares; 2025Q2: 37,776 shares; 2025Q3: 37,380 shares 37,380 $3.91M 0.92% -396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 11,486 shares 11,486 $3.79M 0.89% +10,067 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: 71,913 shares; 2024Q4: 74,302 shares; 2025Q1: 83,637 shares; 2025Q2: 85,764 shares; 2025Q3: 85,126 shares 85,126 $3.74M 0.88% -638 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: 15,011 shares; 2024Q4: 15,219 shares; 2025Q1: 15,340 shares; 2025Q2: 20,551 shares; 2025Q3: 20,239 shares 20,239 $3.72M 0.87% -312 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,747 shares; 2024Q4: 8,956 shares; 2025Q1: 9,073 shares; 2025Q2: 9,317 shares; 2025Q3: 9,188 shares 9,188 $3.71M 0.87% -129 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: 10,134 shares; 2024Q4: 10,394 shares; 2025Q1: 10,556 shares; 2025Q2: 10,874 shares; 2025Q3: 10,665 shares 10,665 $3.7M 0.87% -209 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: 10,036 shares; 2024Q4: 9,224 shares; 2025Q1: 8,418 shares; 2025Q2: 7,700 shares; 2025Q3: 6,414 shares 6,414 $3.65M 0.86% -1,286 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: 29,586 shares; 2024Q4: 30,010 shares; 2025Q1: 30,328 shares; 2025Q2: 31,238 shares; 2025Q3: 30,833 shares 30,833 $3.48M 0.81% -405 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: 1,262 shares; 2024Q4: 3,850 shares; 2025Q1: 5,078 shares; 2025Q2: 4,783 shares; 2025Q3: 4,337 shares 4,337 $3.31M 0.78% -446 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,880 shares; 2024Q4: 122,388 shares; 2025Q1: 122,088 shares; 2025Q2: 122,153 shares; 2025Q3: 122,194 shares 122,194 $3.23M 0.76% +41 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: 29,157 shares; 2024Q4: 29,019 shares; 2025Q1: 28,686 shares; 2025Q2: 29,391 shares; 2025Q3: 28,868 shares 28,868 $3.2M 0.75% -523 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 22,531 shares; 2025Q1: 22,826 shares; 2025Q2: 23,440 shares; 2025Q3: 22,750 shares 22,750 $3.18M 0.75% -690 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: 26,849 shares; 2024Q4: 25,921 shares; 2025Q1: 15,926 shares; 2025Q2: 6,888 shares; 2025Q3: 11,894 shares 11,894 $3.03M 0.71% +5,006 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: 39,494 shares; 2024Q4: 39,912 shares; 2025Q1: 40,599 shares; 2025Q2: 41,916 shares; 2025Q3: 40,943 shares 40,943 $2.99M 0.7% -973 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: 9,746 shares; 2024Q4: 9,739 shares; 2025Q1: 9,832 shares; 2025Q2: 11,091 shares; 2025Q3: 10,865 shares 10,865 $2.96M 0.69% -226 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,609 shares; 2024Q4: 52,660 shares; 2025Q1: 54,820 shares; 2025Q2: 56,714 shares; 2025Q3: 66,077 shares 66,077 $2.83M 0.66% +9,363 Timeline IXUS 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: 5,461 shares; 2025Q3: 34,151 shares 34,151 $2.82M 0.66% +28,690 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: 19,652 shares; 2024Q4: 19,813 shares; 2025Q1: 19,875 shares; 2025Q2: 20,282 shares; 2025Q3: 19,776 shares 19,776 $2.75M 0.65% -506 Timeline INDA 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: 57,372 shares; 2024Q4: 40,556 shares; 2025Q1: not reported; 2025Q2: 37,013 shares; 2025Q3: 51,264 shares 51,264 $2.67M 0.63% +14,251 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: 7,445 shares; 2024Q4: 9,391 shares; 2025Q1: 24,816 shares; 2025Q2: 35,118 shares; 2025Q3: 31,325 shares 31,325 $2.65M 0.62% -3,793 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: 17,242 shares; 2024Q4: 19,901 shares; 2025Q1: 22,126 shares; 2025Q2: 22,990 shares; 2025Q3: 21,831 shares 21,831 $2.5M 0.59% -1,159 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: 27,080 shares; 2024Q4: 27,770 shares; 2025Q1: 27,838 shares; 2025Q2: 37,772 shares; 2025Q3: 37,076 shares 37,076 $2.48M 0.58% -696 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: 35,019 shares; 2024Q4: 31,994 shares; 2025Q1: 29,053 shares; 2025Q2: 26,311 shares; 2025Q3: 18,225 shares 18,225 $2.44M 0.57% -8,086 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,462 shares; 2025Q1: 4,505 shares; 2025Q2: 4,398 shares; 2025Q3: 4,490 shares 4,490 $2.44M 0.57% +92 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: 35,901 shares; 2024Q4: 36,668 shares; 2025Q1: 36,915 shares; 2025Q2: 37,742 shares; 2025Q3: 39,152 shares 39,152 $2.38M 0.56% +1,410 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: 16,020 shares; 2024Q4: 19,720 shares; 2025Q1: 22,886 shares; 2025Q2: 20,618 shares; 2025Q3: 16,188 shares 16,188 $2.37M 0.56% -4,430 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 3,490 shares; 2025Q1: 3,641 shares; 2025Q2: 3,643 shares; 2025Q3: 2,861 shares 2,861 $2.36M 0.55% -782 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: 24,948 shares; 2024Q4: 26,443 shares; 2025Q1: 26,492 shares; 2025Q2: 27,623 shares; 2025Q3: 27,745 shares 27,745 $2.33M 0.55% +122 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,323 shares; 2024Q4: 30,008 shares; 2025Q1: 31,568 shares; 2025Q2: 33,423 shares; 2025Q3: 41,737 shares 41,737 $2.31M 0.54% +8,314 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: 6,113 shares; 2024Q4: 4,521 shares; 2025Q1: 2,637 shares; 2025Q2: 2,888 shares; 2025Q3: 2,440 shares 2,440 $2.25M 0.53% -448 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: 1,804 shares; 2024Q4: 4,560 shares; 2025Q1: 6,255 shares; 2025Q2: 8,229 shares; 2025Q3: 10,341 shares 10,341 $2.23M 0.52% +2,112 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,911 shares; 2024Q4: 4,181 shares; 2025Q1: 4,915 shares; 2025Q2: 4,504 shares; 2025Q3: 4,611 shares 4,611 $2.23M 0.52% +107 HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,771 shares; 2024Q4: 38,086 shares; 2025Q1: 42,294 shares; 2025Q2: not reported; 2025Q3: 86,345 shares 86,345 $2.23M 0.52% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,613 shares; 2025Q1: 5,919 shares; 2025Q2: 5,948 shares; 2025Q3: 6,287 shares 6,287 $2.14M 0.5% +339 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: 6,766 shares; 2024Q4: 7,686 shares; 2025Q1: 10,151 shares; 2025Q2: 10,489 shares; 2025Q3: 10,783 shares 10,783 $2M 0.47% +294 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: 16,016 shares; 2024Q4: 16,180 shares; 2025Q1: 16,165 shares; 2025Q2: 16,594 shares; 2025Q3: 16,031 shares 16,031 $1.99M 0.47% -563 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,177 shares 16,177 $1.95M 0.46% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,044 shares; 2025Q1: 4,651 shares; 2025Q2: 4,255 shares; 2025Q3: 3,366 shares 3,366 $1.91M 0.45% -889 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: 2,160 shares; 2024Q4: 2,130 shares; 2025Q1: 8,095 shares; 2025Q2: 7,427 shares; 2025Q3: 5,237 shares 5,237 $1.87M 0.44% -2,190 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: 31,912 shares; 2024Q4: 31,005 shares; 2025Q1: 26,553 shares; 2025Q2: 25,221 shares; 2025Q3: 33,448 shares 33,448 $1.86M 0.44% +8,227 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: 3,421 shares; 2024Q4: 3,547 shares; 2025Q1: 3,660 shares; 2025Q2: 3,756 shares; 2025Q3: 3,669 shares 3,669 $1.84M 0.43% -87 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: 9,748 shares; 2024Q4: 12,092 shares; 2025Q1: 12,374 shares; 2025Q2: 12,883 shares; 2025Q3: 20,990 shares 20,990 $1.77M 0.41% +8,107 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 14,674 shares; 2025Q1: 14,617 shares; 2025Q2: 14,472 shares; 2025Q3: 13,426 shares 13,426 $1.72M 0.4% -1,046 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 2,531 shares 2,531 $1.62M 0.38% -584 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,986 shares; 2024Q4: 10,100 shares; 2025Q1: 5,449 shares; 2025Q2: 5,382 shares; 2025Q3: 16,560 shares 16,560 $1.62M 0.38% +11,178 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: 13,566 shares; 2024Q4: 14,033 shares; 2025Q1: 14,192 shares; 2025Q2: 15,916 shares; 2025Q3: 16,116 shares 16,116 $1.59M 0.37% +200 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: 9,256 shares; 2024Q4: 8,637 shares; 2025Q1: 7,948 shares; 2025Q2: 8,055 shares; 2025Q3: 4,258 shares 4,258 $1.5M 0.35% -3,797 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,158 shares; 2024Q4: 57,455 shares; 2025Q1: 89,133 shares; 2025Q2: 30,818 shares; 2025Q3: 12,636 shares 12,636 $1.41M 0.33% -18,182 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: 26,418 shares; 2024Q4: 26,636 shares; 2025Q1: 25,171 shares; 2025Q2: 25,299 shares; 2025Q3: 23,319 shares 23,319 $1.38M 0.32% -1,980 ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,717 shares; 2025Q1: 10,487 shares; 2025Q2: 10,548 shares; 2025Q3: 10,407 shares 10,407 $1.38M 0.32% -141 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: 98,286 shares; 2024Q4: not reported; 2025Q1: 35,123 shares; 2025Q2: not reported; 2025Q3: 15,423 shares 15,423 $1.38M 0.32% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,734 shares; 2025Q1: 2,445 shares; 2025Q2: 2,482 shares; 2025Q3: 2,641 shares 2,641 $1.36M 0.32% +159 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,970 shares; 2025Q2: 12,181 shares; 2025Q3: 12,935 shares 12,935 $1.35M 0.32% +754 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 2,063 shares; 2025Q1: 2,743 shares; 2025Q2: 3,477 shares; 2025Q3: 4,225 shares 4,225 $1.34M 0.31% +748 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 20,463 shares; 2025Q1: 20,539 shares; 2025Q2: 19,065 shares; 2025Q3: 18,042 shares 18,042 $1.32M 0.31% -1,023 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 49,583 shares; 2025Q1: 50,233 shares; 2025Q2: 52,385 shares; 2025Q3: 56,974 shares 56,974 $1.28M 0.3% +4,589 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,054 shares 9,054 $1.28M 0.3% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,557 shares 2,557 $1.26M 0.3% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 10,799 shares; 2025Q1: 10,132 shares; 2025Q2: 9,502 shares; 2025Q3: 5,214 shares 5,214 $1.26M 0.29% -4,288 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,734 shares; 2024Q4: 13,644 shares; 2025Q1: 13,833 shares; 2025Q2: 14,435 shares; 2025Q3: 28,636 shares 28,636 $1.24M 0.29% +14,201 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: 6,819 shares; 2024Q4: 7,056 shares; 2025Q1: 5,624 shares; 2025Q2: 5,721 shares; 2025Q3: 6,067 shares 6,067 $1.23M 0.29% +346 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: 2,677 shares; 2024Q4: 2,549 shares; 2025Q1: 2,922 shares; 2025Q2: 3,174 shares; 2025Q3: 3,412 shares 3,412 $1.21M 0.28% +238 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,042 shares; 2025Q1: 10,950 shares; 2025Q2: 14,408 shares; 2025Q3: 17,992 shares 17,992 $1.21M 0.28% +3,584 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 1,727 shares 1,727 $1.18M 0.28% +1,372 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,669 shares; 2024Q4: 11,309 shares; 2025Q1: 11,558 shares; 2025Q2: 11,783 shares; 2025Q3: 12,614 shares 12,614 $1.18M 0.28% +831 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: 4,215 shares; 2024Q4: 4,975 shares; 2025Q1: 5,013 shares; 2025Q2: 5,443 shares; 2025Q3: 8,354 shares 8,354 $1.17M 0.28% +2,911 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: 3,615 shares; 2024Q4: 19,438 shares; 2025Q1: 19,041 shares; 2025Q2: 19,326 shares; 2025Q3: 20,559 shares 20,559 $1.17M 0.27% +1,233 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 17,842 shares; 2025Q1: 18,714 shares; 2025Q2: 20,422 shares; 2025Q3: 25,113 shares 25,113 $1.16M 0.27% +4,691 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,723 shares; 2025Q1: 2,731 shares; 2025Q2: 2,792 shares; 2025Q3: 2,995 shares 2,995 $1.16M 0.27% +203 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: 538 shares; 2024Q4: 1,322 shares; 2025Q1: 1,343 shares; 2025Q2: 1,362 shares; 2025Q3: 1,199 shares 1,199 $1.16M 0.27% -163 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: not reported; 2024Q4: 3,778 shares; 2025Q1: 5,617 shares; 2025Q2: 9,257 shares; 2025Q3: 11,371 shares 11,371 $1.14M 0.27% +2,114 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,596 shares; 2025Q1: 16,198 shares; 2025Q2: 16,727 shares; 2025Q3: 13,490 shares 13,490 $1.14M 0.27% -3,237 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 1,573 shares; 2025Q2: 2,145 shares; 2025Q3: 2,898 shares 2,898 $1.13M 0.27% +753 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,282 shares; 2025Q1: 3,570 shares; 2025Q2: 3,456 shares; 2025Q3: 4,426 shares 4,426 $1.12M 0.26% +970 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,263 shares; 2025Q1: 3,337 shares; 2025Q2: 3,294 shares; 2025Q3: 3,583 shares 3,583 $1.11M 0.26% +289 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,862 shares; 2024Q4: 38,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,110 shares 12,110 $1.1M 0.26% new 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: 23,421 shares; 2024Q4: 21,535 shares; 2025Q1: 19,543 shares; 2025Q2: 17,577 shares; 2025Q3: 8,870 shares 8,870 $1.08M 0.25% -8,707 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,954 shares; 2024Q4: 26,013 shares; 2025Q1: 21,839 shares; 2025Q2: 16,379 shares; 2025Q3: 9,658 shares 9,658 $1.08M 0.25% -6,721 Timeline RBIL RBB FD INC More: the full row for RBB FD 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: 19,491 shares; 2025Q2: 20,560 shares; 2025Q3: 21,077 shares 21,077 $1.06M 0.25% +517 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,179 shares; 2024Q4: 31,768 shares; 2025Q1: 26,675 shares; 2025Q2: not reported; 2025Q3: 11,020 shares 11,020 $1.05M 0.25% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,168 shares; 2024Q4: 35,750 shares; 2025Q1: 30,030 shares; 2025Q2: not reported; 2025Q3: 12,916 shares 12,916 $1.05M 0.25% new 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: not reported; 2024Q4: 1,804 shares; 2025Q1: 2,532 shares; 2025Q2: 3,441 shares; 2025Q3: 4,418 shares 4,418 $1.05M 0.25% +977 Timeline IBDT 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: 23,831 shares; 2025Q3: 40,865 shares 40,865 $1.04M 0.24% +17,034 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,758 shares 42,758 $1.04M 0.24% new Timeline SPTL 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: 28,895 shares; 2024Q4: 19,933 shares; 2025Q1: 20,446 shares; 2025Q2: 21,393 shares; 2025Q3: 38,580 shares 38,580 $1.04M 0.24% +17,187 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,669 shares 42,669 $1.04M 0.24% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,793 shares; 2025Q1: 4,819 shares; 2025Q2: 4,701 shares; 2025Q3: 4,468 shares 4,468 $1.04M 0.24% -233 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,013 shares 41,013 $1.03M 0.24% new PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,276 shares; 2024Q4: 7,652 shares; 2025Q1: 6,987 shares; 2025Q2: 6,322 shares; 2025Q3: 4,962 shares 4,962 $1.03M 0.24% -1,360 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,305 shares; 2024Q4: 60,367 shares; 2025Q1: 61,879 shares; 2025Q2: 64,464 shares; 2025Q3: 44,250 shares 44,250 $1.02M 0.24% -20,214 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,150 shares; 2025Q3: 5,544 shares 5,544 $1.01M 0.24% +394 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: 3,095 shares; 2024Q4: 3,123 shares; 2025Q1: 3,185 shares; 2025Q2: 3,190 shares; 2025Q3: 2,939 shares 2,939 $1M 0.23% -251 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: 23,807 shares; 2024Q4: 15,990 shares; 2025Q1: 14,459 shares; 2025Q2: 14,932 shares; 2025Q3: 14,451 shares 14,451 $989K 0.23% -481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,956 shares 9,956 $975K 0.23% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,551 shares; 2025Q1: 4,689 shares; 2025Q2: 4,775 shares; 2025Q3: 5,088 shares 5,088 $961K 0.23% +313 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,181 shares 26,181 $929K 0.22% new 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: 4,105 shares; 2024Q4: 5,438 shares; 2025Q1: 5,784 shares; 2025Q2: 6,016 shares; 2025Q3: 5,957 shares 5,957 $915K 0.21% -59 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 18,100 shares; 2025Q2: 45,500 shares; 2025Q3: 58,008 shares 58,008 $911K 0.21% +12,508 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,757 shares; 2025Q1: 4,685 shares; 2025Q2: 4,760 shares; 2025Q3: 5,073 shares 5,073 $902K 0.21% +313 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: 3,034 shares; 2024Q4: 3,241 shares; 2025Q1: 3,305 shares; 2025Q2: 3,346 shares; 2025Q3: 3,518 shares 3,518 $870K 0.2% +172 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,586 shares; 2025Q1: 3,675 shares; 2025Q2: 3,766 shares; 2025Q3: 6,505 shares 6,505 $870K 0.2% +2,739 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,290 shares; 2025Q1: 1,981 shares; 2025Q2: 1,968 shares; 2025Q3: 2,042 shares 2,042 $868K 0.2% +74 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 9,179 shares; 2025Q1: 9,269 shares; 2025Q2: 8,163 shares; 2025Q3: 8,135 shares 8,135 $847K 0.2% -28 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,606 shares; 2024Q4: 19,973 shares; 2025Q1: 20,449 shares; 2025Q2: 20,875 shares; 2025Q3: 22,193 shares 22,193 $835K 0.2% +1,318 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,154 shares; 2025Q1: 3,208 shares; 2025Q2: 3,276 shares; 2025Q3: 3,518 shares 3,518 $830K 0.19% +242 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,562 shares; 2025Q3: 18,580 shares 18,580 $818K 0.19% +11,018 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: 11,181 shares; 2024Q4: 10,972 shares; 2025Q1: 8,969 shares; 2025Q2: 9,960 shares; 2025Q3: 9,752 shares 9,752 $817K 0.19% -208 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,857 shares; 2024Q4: 11,529 shares; 2025Q1: 11,783 shares; 2025Q2: 11,977 shares; 2025Q3: 12,515 shares 12,515 $781K 0.18% +538 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,892 shares; 2025Q1: 8,148 shares; 2025Q2: 8,345 shares; 2025Q3: 8,896 shares 8,896 $771K 0.18% +551 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: 6,990 shares; 2024Q4: 6,962 shares; 2025Q1: 6,984 shares; 2025Q2: 6,528 shares; 2025Q3: 4,671 shares 4,671 $758K 0.18% -1,857 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,171 shares; 2025Q1: 2,189 shares; 2025Q2: 2,286 shares; 2025Q3: 2,404 shares 2,404 $745K 0.17% +118 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,081 shares; 2025Q2: 2,118 shares; 2025Q3: 2,236 shares 2,236 $720K 0.17% +118 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 4,149 shares; 2025Q1: 4,244 shares; 2025Q2: 4,268 shares; 2025Q3: 4,443 shares 4,443 $708K 0.17% +175 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 633 shares; 2025Q2: 947 shares; 2025Q3: 1,221 shares 1,221 $687K 0.16% +274 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,404 shares 23,404 $686K 0.16% new 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: 2,804 shares; 2024Q4: 2,761 shares; 2025Q1: 3,518 shares; 2025Q2: 3,740 shares; 2025Q3: 4,411 shares 4,411 $685K 0.16% +671 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 6,628 shares; 2025Q1: 6,830 shares; 2025Q2: 6,933 shares; 2025Q3: 7,285 shares 7,285 $674K 0.16% +352 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,026 shares; 2025Q1: 3,088 shares; 2025Q2: 3,093 shares; 2025Q3: 3,308 shares 3,308 $660K 0.15% +215 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 5,002 shares; 2025Q1: 3,069 shares; 2025Q2: 2,972 shares; 2025Q3: 2,452 shares 2,452 $655K 0.15% -520 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: not reported; 2024Q4: 533 shares; 2025Q1: 835 shares; 2025Q2: 1,124 shares; 2025Q3: 1,454 shares 1,454 $650K 0.15% +330 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: not reported; 2024Q4: 3,324 shares; 2025Q1: 3,450 shares; 2025Q2: 3,506 shares; 2025Q3: 3,589 shares 3,589 $641K 0.15% +83 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: 2,182 shares; 2024Q4: 2,655 shares; 2025Q1: 2,704 shares; 2025Q2: 2,278 shares; 2025Q3: 2,263 shares 2,263 $632K 0.15% -15 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: 1,626 shares; 2024Q4: 1,617 shares; 2025Q1: 1,589 shares; 2025Q2: 1,777 shares; 2025Q3: 1,996 shares 1,996 $630K 0.15% +219 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 11,262 shares; 2025Q1: 11,251 shares; 2025Q2: 11,357 shares; 2025Q3: 9,151 shares 9,151 $627K 0.15% -2,206 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: 5,588 shares; 2024Q4: 5,530 shares; 2025Q1: 8,187 shares; 2025Q2: 8,481 shares; 2025Q3: 8,752 shares 8,752 $626K 0.15% +271 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: 7,408 shares; 2024Q4: 7,137 shares; 2025Q1: 6,707 shares; 2025Q2: 6,317 shares; 2025Q3: 1,272 shares 1,272 $617K 0.14% -5,045 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 8,220 shares; 2025Q1: 8,222 shares; 2025Q2: 8,223 shares; 2025Q3: 7,471 shares 7,471 $615K 0.14% -752 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: not reported; 2024Q4: 1,879 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares 1,869 $613K 0.14% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,665 shares 3,665 $607K 0.14% new 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: 3,985 shares; 2024Q4: 5,245 shares; 2025Q1: 5,037 shares; 2025Q2: 6,183 shares; 2025Q3: 6,269 shares 6,269 $593K 0.14% +86 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: 4,496 shares; 2024Q4: 3,309 shares; 2025Q1: 3,354 shares; 2025Q2: 3,414 shares; 2025Q3: 3,606 shares 3,606 $585K 0.14% +192 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 9,097 shares; 2025Q1: 9,297 shares; 2025Q2: 9,486 shares; 2025Q3: 10,041 shares 10,041 $570K 0.13% +555 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,350 shares; 2025Q1: 6,471 shares; 2025Q2: 6,475 shares; 2025Q3: 4,261 shares 4,261 $564K 0.13% -2,214 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,329 shares; 2025Q2: 14,561 shares; 2025Q3: 15,290 shares 15,290 $562K 0.13% +729 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,426 shares; 2025Q2: 29,083 shares; 2025Q3: 31,091 shares 31,091 $560K 0.13% +2,008 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,536 shares; 2025Q1: 2,697 shares; 2025Q2: 3,511 shares; 2025Q3: 4,331 shares 4,331 $555K 0.13% +820 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,317 shares; 2025Q1: 4,018 shares; 2025Q2: 3,221 shares; 2025Q3: 3,267 shares 3,267 $551K 0.13% +46 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: 11,149 shares; 2024Q4: 11,126 shares; 2025Q1: 10,708 shares; 2025Q2: 10,942 shares; 2025Q3: 10,853 shares 10,853 $548K 0.13% -89 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,747 shares 3,747 $546K 0.13% new 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: 2,776 shares; 2024Q4: 2,810 shares; 2025Q1: 1,839 shares; 2025Q2: 2,857 shares; 2025Q3: 2,845 shares 2,845 $532K 0.12% -12 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: 7,065 shares; 2024Q4: 7,464 shares; 2025Q1: 7,795 shares; 2025Q2: 11,227 shares; 2025Q3: 11,240 shares 11,240 $531K 0.12% +13 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: not reported; 2024Q4: not reported; 2025Q1: 5,311 shares; 2025Q2: 5,528 shares; 2025Q3: 5,536 shares 5,536 $529K 0.12% +8 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: 8,120 shares; 2024Q4: 8,223 shares; 2025Q1: 7,860 shares; 2025Q2: 9,671 shares; 2025Q3: 10,110 shares 10,110 $522K 0.12% +439 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: 9,044 shares; 2024Q4: 7,415 shares; 2025Q1: 7,265 shares; 2025Q2: 7,613 shares; 2025Q3: 7,513 shares 7,513 $515K 0.12% -100 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,618 shares; 2025Q1: 3,647 shares; 2025Q2: 4,775 shares; 2025Q3: 6,008 shares 6,008 $510K 0.12% +1,233 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: 11,902 shares; 2024Q4: 12,571 shares; 2025Q1: 15,270 shares; 2025Q2: 16,166 shares; 2025Q3: 19,843 shares 19,843 $506K 0.12% +3,677 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 7,955 shares; 2025Q1: 8,200 shares; 2025Q2: 8,583 shares; 2025Q3: 7,962 shares 7,962 $501K 0.12% -621 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,032 shares; 2024Q4: 275,425 shares; 2025Q1: 300,569 shares; 2025Q2: not reported; 2025Q3: 9,866 shares 9,866 $500K 0.12% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 3,234 shares; 2025Q3: 4,071 shares 4,071 $499K 0.12% +837 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: 243 shares; 2024Q4: 258 shares; 2025Q1: 246 shares; 2025Q2: 239 shares; 2025Q3: 207 shares 207 $484K 0.11% -32 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: 3,963 shares; 2024Q4: 4,052 shares; 2025Q1: 3,806 shares; 2025Q2: 3,893 shares; 2025Q3: 3,889 shares 3,889 $481K 0.11% -4 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: 891 shares; 2024Q4: 840 shares; 2025Q1: 785 shares; 2025Q2: 854 shares; 2025Q3: 740 shares 740 $481K 0.11% -114 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: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 1,854 shares; 2025Q3: 2,025 shares 2,025 $479K 0.11% +171 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: 12,289 shares; 2024Q4: 12,435 shares; 2025Q1: 10,358 shares; 2025Q2: 11,099 shares; 2025Q3: 6,986 shares 6,986 $463K 0.11% -4,113 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: 1,186 shares; 2024Q4: 1,183 shares; 2025Q1: 1,145 shares; 2025Q2: 1,261 shares; 2025Q3: 1,381 shares 1,381 $459K 0.11% +120 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: 9,309 shares; 2024Q4: 8,116 shares; 2025Q1: 8,659 shares; 2025Q2: 8,966 shares; 2025Q3: 9,141 shares 9,141 $442K 0.1% +175 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: 1,652 shares; 2024Q4: 1,680 shares; 2025Q1: 1,568 shares; 2025Q2: 1,608 shares; 2025Q3: 1,630 shares 1,630 $440K 0.1% +22 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: 4,784 shares; 2024Q4: 4,748 shares; 2025Q1: 7,679 shares; 2025Q2: 7,620 shares; 2025Q3: 7,006 shares 7,006 $438K 0.1% -614 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,729 shares; 2024Q4: 15,728 shares; 2025Q1: 16,212 shares; 2025Q2: 16,507 shares; 2025Q3: 17,569 shares 17,569 $436K 0.1% +1,062 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: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 2,274 shares; 2025Q3: 2,860 shares 2,860 $435K 0.1% +586 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: 3,110 shares; 2024Q4: 2,994 shares; 2025Q1: 4,022 shares; 2025Q2: 3,936 shares; 2025Q3: 5,103 shares 5,103 $426K 0.1% +1,167 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: 22,282 shares; 2024Q4: 22,056 shares; 2025Q1: 14,220 shares; 2025Q2: 14,826 shares; 2025Q3: 15,005 shares 15,005 $424K 0.1% +179 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480 shares 3,480 $424K 0.1% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,911 shares; 2024Q4: 12,570 shares; 2025Q1: 12,755 shares; 2025Q2: 13,225 shares; 2025Q3: 13,945 shares 13,945 $422K 0.1% +720 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,096 shares 4,096 $418K 0.1% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,924 shares; 2025Q1: 1,056 shares; 2025Q2: 1,275 shares; 2025Q3: 1,453 shares 1,453 $416K 0.1% +178 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 2,144 shares; 2025Q1: 1,830 shares; 2025Q2: 2,288 shares; 2025Q3: 2,329 shares 2,329 $408K 0.1% +41 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 882 shares 882 $403K 0.09% +211 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: 585 shares; 2024Q4: 493 shares; 2025Q1: 466 shares; 2025Q2: 486 shares; 2025Q3: 438 shares 438 $403K 0.09% -48 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,101 shares; 2024Q4: 14,925 shares; 2025Q1: 14,519 shares; 2025Q2: 17,246 shares; 2025Q3: 14,283 shares 14,283 $387K 0.09% -2,963 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: 1,548 shares; 2024Q4: 1,578 shares; 2025Q1: 1,944 shares; 2025Q2: 2,055 shares; 2025Q3: 2,062 shares 2,062 $387K 0.09% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,853 shares; 2025Q3: 3,127 shares 3,127 $387K 0.09% +274 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,113 shares; 2025Q1: 1,043 shares; 2025Q2: 1,001 shares; 2025Q3: 680 shares 680 $384K 0.09% -321 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 2,076 shares; 2025Q3: 1,843 shares 1,843 $378K 0.09% -233 Timeline SLYG 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: 10,849 shares; 2024Q4: 9,034 shares; 2025Q1: 9,463 shares; 2025Q2: 10,037 shares; 2025Q3: 3,985 shares 3,985 $376K 0.09% -6,052 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 5,892 shares; 2025Q1: 5,446 shares; 2025Q2: 5,260 shares; 2025Q3: 4,477 shares 4,477 $375K 0.09% -783 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,164 shares; 2025Q3: 5,173 shares 5,173 $374K 0.09% +1,009 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: 5,097 shares; 2024Q4: 5,122 shares; 2025Q1: 4,847 shares; 2025Q2: 4,954 shares; 2025Q3: 4,950 shares 4,950 $373K 0.09% -4 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: 533 shares; 2024Q4: 599 shares; 2025Q1: 601 shares; 2025Q2: 677 shares; 2025Q3: 745 shares 745 $372K 0.09% +68 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: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 294 shares; 2025Q3: 397 shares 397 $367K 0.09% +103 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,961 shares 4,961 $365K 0.09% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,992 shares; 2025Q1: 3,072 shares; 2025Q2: 3,217 shares; 2025Q3: 3,227 shares 3,227 $363K 0.09% +10 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,671 shares; 2025Q1: 11,346 shares; 2025Q2: 10,807 shares; 2025Q3: 8,836 shares 8,836 $362K 0.08% -1,971 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,277 shares; 2025Q1: 6,139 shares; 2025Q2: 5,665 shares; 2025Q3: 4,479 shares 4,479 $361K 0.08% -1,186 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,758 shares; 2025Q2: 1,625 shares; 2025Q3: 1,294 shares 1,294 $357K 0.08% -331 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 8,267 shares; 2025Q1: 8,130 shares; 2025Q2: 7,539 shares; 2025Q3: 6,281 shares 6,281 $354K 0.08% -1,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,627 shares 1,627 $349K 0.08% -134 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 9,442 shares; 2025Q1: 9,346 shares; 2025Q2: 10,250 shares; 2025Q3: 11,052 shares 11,052 $347K 0.08% +802 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: 7,688 shares; 2024Q4: 9,147 shares; 2025Q1: 10,275 shares; 2025Q2: 4,154 shares; 2025Q3: 4,831 shares 4,831 $337K 0.08% +677 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: not reported; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 4,001 shares; 2025Q3: 4,995 shares 4,995 $335K 0.08% +994 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: 2,676 shares; 2024Q4: 2,491 shares; 2025Q1: 2,328 shares; 2025Q2: 2,240 shares; 2025Q3: 1,930 shares 1,930 $333K 0.08% -310 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 6,618 shares; 2025Q1: 4,395 shares; 2025Q2: 4,194 shares; 2025Q3: 3,529 shares 3,529 $330K 0.08% -665 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: 3,297 shares; 2024Q4: 3,383 shares; 2025Q1: 3,593 shares; 2025Q2: 3,656 shares; 2025Q3: 3,402 shares 3,402 $325K 0.08% -254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,612 shares; 2025Q3: 6,588 shares 6,588 $323K 0.08% -1,024 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 1,799 shares 1,799 $322K 0.08% -235 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: 1,031 shares; 2024Q4: 1,293 shares; 2025Q1: 1,280 shares; 2025Q2: 1,339 shares; 2025Q3: 1,446 shares 1,446 $319K 0.07% +107 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 732 shares; 2025Q3: 1,603 shares 1,603 $310K 0.07% +871 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares 1,063 $300K 0.07% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,064 shares; 2025Q1: 1,930 shares; 2025Q2: 1,878 shares; 2025Q3: 1,608 shares 1,608 $296K 0.07% -270 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,790 shares; 2025Q1: 5,816 shares; 2025Q2: 5,605 shares; 2025Q3: 8,625 shares 8,625 $295K 0.07% +3,020 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,857 shares; 2025Q1: 4,956 shares; 2025Q2: 5,173 shares; 2025Q3: 5,737 shares 5,737 $291K 0.07% +564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,457 shares; 2025Q3: 3,058 shares 3,058 $290K 0.07% +601 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,310 shares; 2025Q1: 3,464 shares; 2025Q2: 3,445 shares; 2025Q3: 3,046 shares 3,046 $287K 0.07% -399 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 1,103 shares; 2025Q2: 1,288 shares; 2025Q3: 1,155 shares 1,155 $284K 0.07% -133 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 1,374 shares; 2025Q3: 1,169 shares 1,169 $269K 0.06% -205 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,356 shares 2,356 $267K 0.06% new Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 12,304 shares; 2025Q1: 11,836 shares; 2025Q2: 12,875 shares; 2025Q3: 10,204 shares 10,204 $264K 0.06% -2,671 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,337 shares; 2025Q3: 2,010 shares 2,010 $255K 0.06% -327 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 9,421 shares; 2025Q1: 13,180 shares; 2025Q2: 17,337 shares; 2025Q3: 13,852 shares 13,852 $255K 0.06% -3,485 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: 2,577 shares; 2024Q4: 2,481 shares; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 2,975 shares 2,975 $253K 0.06% -770 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,195 shares; 2025Q3: 4,148 shares 4,148 $251K 0.06% -47 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: 3,338 shares; 2024Q4: 4,914 shares; 2025Q1: 4,424 shares; 2025Q2: 4,741 shares; 2025Q3: 4,953 shares 4,953 $250K 0.06% +212 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 3,958 shares 3,958 $246K 0.06% new Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,569 shares; 2025Q1: 4,453 shares; 2025Q2: 4,121 shares; 2025Q3: 3,297 shares 3,297 $245K 0.06% -824 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: 12,815 shares; 2024Q4: 12,323 shares; 2025Q1: 7,266 shares; 2025Q2: not reported; 2025Q3: 2,376 shares 2,376 $245K 0.06% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 3,945 shares; 2025Q1: 3,724 shares; 2025Q2: 2,975 shares; 2025Q3: 2,599 shares 2,599 $244K 0.06% -376 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,165 shares; 2025Q2: 1,860 shares; 2025Q3: 1,631 shares 1,631 $243K 0.06% -229 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: 5,980 shares; 2024Q4: 3,920 shares; 2025Q1: 3,579 shares; 2025Q2: 709 shares; 2025Q3: 703 shares 703 $243K 0.06% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares 1,652 $239K 0.06% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 504 shares 504 $230K 0.05% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,103 shares; 2025Q1: 5,692 shares; 2025Q2: 5,500 shares; 2025Q3: 4,696 shares 4,696 $228K 0.05% -804 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 10,511 shares; 2025Q1: 10,362 shares; 2025Q2: 13,351 shares; 2025Q3: 10,643 shares 10,643 $227K 0.05% -2,708 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 697 shares 697 $225K 0.05% -119 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,782 shares; 2024Q4: 12,292 shares; 2025Q1: 14,157 shares; 2025Q2: 14,708 shares; 2025Q3: 14,028 shares 14,028 $224K 0.05% -680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 332 shares 332 $221K 0.05% -1 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 145 shares 145 $217K 0.05% -18 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 7,881 shares; 2025Q3: 6,734 shares 6,734 $217K 0.05% -1,147 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,956 shares; 2025Q1: 1,851 shares; 2025Q2: 1,784 shares; 2025Q3: 1,575 shares 1,575 $216K 0.05% -209 Timeline SHLD 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: 47,770 shares; 2024Q4: 49,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,051 shares 3,051 $214K 0.05% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,708 shares; 2025Q1: 17,298 shares; 2025Q2: 18,611 shares; 2025Q3: 13,381 shares 13,381 $214K 0.05% -5,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares 696 $213K 0.05% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,602 shares; 2025Q1: 2,438 shares; 2025Q2: 2,381 shares; 2025Q3: 2,117 shares 2,117 $212K 0.05% -264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares 744 $210K 0.05% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 1,466 shares 1,466 $209K 0.05% -246 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares 1,136 $207K 0.05% new 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: 11,300 shares; 2024Q4: 11,846 shares; 2025Q1: 11,144 shares; 2025Q2: 11,540 shares; 2025Q3: 11,975 shares 11,975 $207K 0.05% +435 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,212 shares 1,212 $205K 0.05% new Timeline REMX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,109 shares 3,109 $205K 0.05% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 4,869 shares 4,869 $204K 0.05% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 798 shares 798 $203K 0.05% -140 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,168 shares; 2025Q1: 10,434 shares; 2025Q2: 10,950 shares; 2025Q3: 10,436 shares 10,436 $201K 0.05% -514 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,736 shares; 2025Q1: 10,733 shares; 2025Q2: 10,867 shares; 2025Q3: 10,895 shares 10,895 $198K 0.05% +28 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,201 shares 10,201 $198K 0.05% new Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,889 shares 14,889 $183K 0.04% new Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,492 shares; 2025Q2: 15,040 shares; 2025Q3: 15,561 shares 15,561 $161K 0.04% +521 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,240 shares; 2025Q1: 14,402 shares; 2025Q2: 14,604 shares; 2025Q3: 14,614 shares 14,614 $156K 0.04% +10 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 12,544 shares 12,544 $141K 0.03% new Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,196 shares; 2025Q1: 14,385 shares; 2025Q2: 15,870 shares; 2025Q3: 13,193 shares 13,193 $120K 0.03% -2,677 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,223 shares 11,223 $112K 0.03% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,687 shares 11,687 $105K 0.02% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,512 shares; 2025Q1: 11,927 shares; 2025Q2: 12,061 shares; 2025Q3: 12,114 shares 12,114 $96.8K 0.02% +53 Timeline YSG YATSEN HLDG LTD More: the full row for YATSEN HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,132 shares 10,132 $91.8K 0.02% new Timeline